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ORACLE BI APPLICATIONS INTRODUCTION amp ARCHITECTURE
edubodhi
APPROACH TO BI APPLICATIONS Pre-Build Applications to reduce complexity and TCO for our
customers
Extend Applications with Best in Class Technology
Integrate BI Applications with ERP and CRM
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3
PRE-BUILT BI APPLICATIONS FROM ORACLE REDUCE COMPLEXITY
DELIVER BETTER INSIGHT TO CUSTOMERSrsquo MULTI-APPLICATION ENVIRONMENTS
DASHBOARDSbull ldquoVisiblerdquo
ldquoPLUMBINGrdquobull ldquoUnder the Surfacerdquobull Mappings to multiple applications and data transformation all take expertise and time
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4
ORACLErsquoS PRODUCT STRATEGY Integrated Business Intelligence Database
Business Intelligence amp Data Mining Functions Integrated in Database
Integrated Business Intelligence Tools Best-of-Breed Next Generation Business Intelligence Technology
Platform
Integrated Analytic Applications Enterprise Wide Industry Specific Analytic and Corporate
Performance Management Applications
Exploits Any Information Technology Environment
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5
ToFrom
PRODUCT STRATEGY DRIVERS
Pervasive useAnalysts
Real-time predictive dataHistorical data
Unified infrastructure and prebuilt analytic solutionsAnalytic tools
Insight-driven business process optimizationReporting results
Unified enterprise viewFragmented view
Enterprise Performance Management System
Planning silos with limited BI
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ANALYTIC APPLICATIONS FAMILIESALL ON COMMON ORACLE BI EE TECHNOLOGY
Other Operational amp Analytic Sources
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Fusion Intelligence for EBS
Fusion Intelligence for PeopleSoft Enterprise Oracle BI Applications
EnhancementExtension of DBI
Extension of EPM Replacement for BOCognosMSTR
Single source Multi-sourceFor EBS PSFT SEBL SAP Other
New NewNewVersion
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ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
OracleBI Server
OLTP amp ODSSystems
Data WarehouseData Mart
SAP OraclePeopleSoft SiebelCustom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
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ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
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9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
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10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
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11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
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13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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D E M O N S T R A T I O N
Oracle BI Applications
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17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
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18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
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Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
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21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
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22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
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23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
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ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
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Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
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ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
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Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
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DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
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BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
APPROACH TO BI APPLICATIONS Pre-Build Applications to reduce complexity and TCO for our
customers
Extend Applications with Best in Class Technology
Integrate BI Applications with ERP and CRM
edubodhi
3
PRE-BUILT BI APPLICATIONS FROM ORACLE REDUCE COMPLEXITY
DELIVER BETTER INSIGHT TO CUSTOMERSrsquo MULTI-APPLICATION ENVIRONMENTS
DASHBOARDSbull ldquoVisiblerdquo
ldquoPLUMBINGrdquobull ldquoUnder the Surfacerdquobull Mappings to multiple applications and data transformation all take expertise and time
edubodhi
4
ORACLErsquoS PRODUCT STRATEGY Integrated Business Intelligence Database
Business Intelligence amp Data Mining Functions Integrated in Database
Integrated Business Intelligence Tools Best-of-Breed Next Generation Business Intelligence Technology
Platform
Integrated Analytic Applications Enterprise Wide Industry Specific Analytic and Corporate
Performance Management Applications
Exploits Any Information Technology Environment
edubodhi
5
ToFrom
PRODUCT STRATEGY DRIVERS
Pervasive useAnalysts
Real-time predictive dataHistorical data
Unified infrastructure and prebuilt analytic solutionsAnalytic tools
Insight-driven business process optimizationReporting results
Unified enterprise viewFragmented view
Enterprise Performance Management System
Planning silos with limited BI
edubodhi
ANALYTIC APPLICATIONS FAMILIESALL ON COMMON ORACLE BI EE TECHNOLOGY
Other Operational amp Analytic Sources
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Fusion Intelligence for EBS
Fusion Intelligence for PeopleSoft Enterprise Oracle BI Applications
EnhancementExtension of DBI
Extension of EPM Replacement for BOCognosMSTR
Single source Multi-sourceFor EBS PSFT SEBL SAP Other
New NewNewVersion
edubodhi
ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
OracleBI Server
OLTP amp ODSSystems
Data WarehouseData Mart
SAP OraclePeopleSoft SiebelCustom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
edubodhi
ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
edubodhi
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
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21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
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22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
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23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
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n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
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Adm
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tratio
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
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DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
3
PRE-BUILT BI APPLICATIONS FROM ORACLE REDUCE COMPLEXITY
DELIVER BETTER INSIGHT TO CUSTOMERSrsquo MULTI-APPLICATION ENVIRONMENTS
DASHBOARDSbull ldquoVisiblerdquo
ldquoPLUMBINGrdquobull ldquoUnder the Surfacerdquobull Mappings to multiple applications and data transformation all take expertise and time
edubodhi
4
ORACLErsquoS PRODUCT STRATEGY Integrated Business Intelligence Database
Business Intelligence amp Data Mining Functions Integrated in Database
Integrated Business Intelligence Tools Best-of-Breed Next Generation Business Intelligence Technology
Platform
Integrated Analytic Applications Enterprise Wide Industry Specific Analytic and Corporate
Performance Management Applications
Exploits Any Information Technology Environment
edubodhi
5
ToFrom
PRODUCT STRATEGY DRIVERS
Pervasive useAnalysts
Real-time predictive dataHistorical data
Unified infrastructure and prebuilt analytic solutionsAnalytic tools
Insight-driven business process optimizationReporting results
Unified enterprise viewFragmented view
Enterprise Performance Management System
Planning silos with limited BI
edubodhi
ANALYTIC APPLICATIONS FAMILIESALL ON COMMON ORACLE BI EE TECHNOLOGY
Other Operational amp Analytic Sources
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Fusion Intelligence for EBS
Fusion Intelligence for PeopleSoft Enterprise Oracle BI Applications
EnhancementExtension of DBI
Extension of EPM Replacement for BOCognosMSTR
Single source Multi-sourceFor EBS PSFT SEBL SAP Other
New NewNewVersion
edubodhi
ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
OracleBI Server
OLTP amp ODSSystems
Data WarehouseData Mart
SAP OraclePeopleSoft SiebelCustom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
edubodhi
ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
edubodhi
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
4
ORACLErsquoS PRODUCT STRATEGY Integrated Business Intelligence Database
Business Intelligence amp Data Mining Functions Integrated in Database
Integrated Business Intelligence Tools Best-of-Breed Next Generation Business Intelligence Technology
Platform
Integrated Analytic Applications Enterprise Wide Industry Specific Analytic and Corporate
Performance Management Applications
Exploits Any Information Technology Environment
edubodhi
5
ToFrom
PRODUCT STRATEGY DRIVERS
Pervasive useAnalysts
Real-time predictive dataHistorical data
Unified infrastructure and prebuilt analytic solutionsAnalytic tools
Insight-driven business process optimizationReporting results
Unified enterprise viewFragmented view
Enterprise Performance Management System
Planning silos with limited BI
edubodhi
ANALYTIC APPLICATIONS FAMILIESALL ON COMMON ORACLE BI EE TECHNOLOGY
Other Operational amp Analytic Sources
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Fusion Intelligence for EBS
Fusion Intelligence for PeopleSoft Enterprise Oracle BI Applications
EnhancementExtension of DBI
Extension of EPM Replacement for BOCognosMSTR
Single source Multi-sourceFor EBS PSFT SEBL SAP Other
New NewNewVersion
edubodhi
ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
OracleBI Server
OLTP amp ODSSystems
Data WarehouseData Mart
SAP OraclePeopleSoft SiebelCustom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
edubodhi
ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
edubodhi
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
5
ToFrom
PRODUCT STRATEGY DRIVERS
Pervasive useAnalysts
Real-time predictive dataHistorical data
Unified infrastructure and prebuilt analytic solutionsAnalytic tools
Insight-driven business process optimizationReporting results
Unified enterprise viewFragmented view
Enterprise Performance Management System
Planning silos with limited BI
edubodhi
ANALYTIC APPLICATIONS FAMILIESALL ON COMMON ORACLE BI EE TECHNOLOGY
Other Operational amp Analytic Sources
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Fusion Intelligence for EBS
Fusion Intelligence for PeopleSoft Enterprise Oracle BI Applications
EnhancementExtension of DBI
Extension of EPM Replacement for BOCognosMSTR
Single source Multi-sourceFor EBS PSFT SEBL SAP Other
New NewNewVersion
edubodhi
ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
OracleBI Server
OLTP amp ODSSystems
Data WarehouseData Mart
SAP OraclePeopleSoft SiebelCustom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
edubodhi
ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
edubodhi
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ANALYTIC APPLICATIONS FAMILIESALL ON COMMON ORACLE BI EE TECHNOLOGY
Other Operational amp Analytic Sources
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Fusion Intelligence for EBS
Fusion Intelligence for PeopleSoft Enterprise Oracle BI Applications
EnhancementExtension of DBI
Extension of EPM Replacement for BOCognosMSTR
Single source Multi-sourceFor EBS PSFT SEBL SAP Other
New NewNewVersion
edubodhi
ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
OracleBI Server
OLTP amp ODSSystems
Data WarehouseData Mart
SAP OraclePeopleSoft SiebelCustom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
edubodhi
ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
edubodhi
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ORACLE BI SUITE ENTERPRISE EDITIONUNIFIED BUSINESS INTELLIGENCE INFRASTRUCTURE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
OracleBI Server
OLTP amp ODSSystems
Data WarehouseData Mart
SAP OraclePeopleSoft SiebelCustom Apps
FilesExcelXML
BusinessProcess
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
WebServices
edubodhi
ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
edubodhi
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
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21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
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23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
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n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
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tratio
n
Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ORACLE BI APPLICATIONSSINGLE- AND MULTI-SOURCE ANALYTIC APPS BUILT ON BI SUITE EE
Oracle BI Suite EE
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting amp Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI Applications
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials Human
Resources
PackagedETL Maps
UniversalAdapters
IVR ACD CTIHyperionMS ExcelOther Data Sources
BAW Schema
edubodhi
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
9
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
SalesService ampContact Center
MarketingOrder Managementamp Fulfillment
Supply Chain Financials HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
edubodhi
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
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18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
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inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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tratio
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
10
ORACLE BI APPLICATIONSMULTI-SOURCE ANALYTICS WITH SINGLE ARCHITECTURE
Travelamp TransAuto Comms
amp MediaComplexMfg
ConsumerSector Energy Financial
ServicesHighTech
Insuranceamp Health
LifeSciences
Public Sector
Other Operational amp Analytic Sources
Oracle BI Suite Enterprise Edition
Prebuilt adapters
Sales MarketingOrder Managementamp Fulfillment
Supply Chain HumanResources
PipelineAnalysis
TriangulatedForecasting
Sales Team Effectiveness
Up-sell Cross-sell
Cycle TimeAnalysis
Lead Conversion
Employee Productivity
Compensation Analysis
HR Compliance Reporting
WorkforceProfile
TurnoverTrends
Return on Human Capital
Supplier Performance
Spend Analysis
Procurement Cycle Times
Inventory Availability
EmployeeExpenses
BOM Analysis
OrderLinearityOrdersvs AvailableInventory
Cycle TimeAnalysis
BacklogAnalysis
FulfillmentStatus
CustomerReceivables
Campaign Scorecard
Response Rates
Product Propensity
Loyalty andAttrition
Market Basket Analysis
Campaign ROI
Service ampContact Center
Churn Propensity
Customer Satisfaction
ResolutionRates
Service RepEffectiveness
Service CostAnalysis
ServiceTrends
Financials
AR amp APAnalysis
GL BalanceSheet Analysis Customer amp ProductProfitability
PampL Analysis
ExpenseManagement
Cash FlowAnalysis
edubodhi
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
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inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
11
Pre-mapped metadata including embedded best practice calculations and metrics for Financial Executives and other Business Users
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3000 operational tables and load it into the DW sourced from SAP PSFT Oracle EBS and other sources
2 A ldquobest practicerdquo library of over 360 pre-built metrics 30 Intelligent Dashboards 200+ Reports and several alerts for CFO Finance Controller Financial Analyst ARAP Managers and Executives
4
Pre-built warehouse with 16 star-schemas designed for analysis and reporting on Financial Analytics
1
ORACLE FINANCIAL ANALYTICS PRODUCT COMPONENTS edubodhi
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
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18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
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21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
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23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
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n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
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tratio
n
Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
12
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTUREA
dmin
istra
tion
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
13
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions
Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation HistoryService Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
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BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
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MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
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WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
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ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
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DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
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ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
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FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
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USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
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Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
14
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function ReceivablesRole
Director Credits amp CollectionsObjectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
15
EXAMPLE ANALYTIC WORKFLOWSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
16
D E M O N S T R A T I O N
Oracle BI Applications
edubodhi
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
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n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
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n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
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WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
17
Verify Supplier Payable Status
PCS COMPUTING ANALYTICS IN ACTION
Identify Problem w Revenue
1
Locate Substitute Product
Source Additional Parts
43
Execute Multichannel Sales Campaign
Problem with Invoice amp Backlog
2 10
Sales
Finance
Marketing
ContactCenter
SupplyChain
5
Identify Overstocked Laptops
6
Create Campaign for Overstock
7
Ensure Campaign Readiness
8
Monitor Contact Center Performance
11
Address Agent Retention issue
9
Workforce
edubodhi
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
18
SEAMLESS ANALYTICS ACROSS MULTIPLE DATA SOURCES
Sales
Finance
Marketing
ContactCenter
SupplyChain
Workforce
edubodhi
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
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ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
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DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
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DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
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ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
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ACTION LINKS CONFIGURATION FOR SIEBEL CRM
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ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
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ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
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FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
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USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
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OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
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DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
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DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
19
Build from Scratchwith Traditional BI Tools Oracle BI Applications
Prebuilt Business Adapters for Oracle PeopleSoft Siebel SAP others
Prebuilt DW design adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Back-end ETL andMapping
DW Design
Define Metricsamp Dashboards
Training Roll-out
Training Rollout
Months or Years
Oracle BI Applicationssolutions approachbull Faster time to valuebull Lower TCObull Assured business
value
Source Patricia Seybold Research Gartner Merrill Lynch Oracle Analysis
SPEEDS TIME TO VALUE AND LOWERS TCOedubodhi
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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n
Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
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inis
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n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
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MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
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WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
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ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
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FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
20
Deployed to 800 users in under 90 daysAnalytics for sales-oriented contact center
Live in 120 daysSales Analytics
4 months from decision to live for 1200 usersPharma Analytics
Live in 100 days 6500 usersSales and Marketing Analytics
ldquoI can vouch that it can be deployed as rapidly as they claimIt is a product that really deliversrdquo
Deployed to 3000+ users in 3 monthsSales Analytics
WHAT CUSTOMERS ARE ACHIEVINGWITH ORACLE BI APPLICATIONS
edubodhi
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
edubodhi
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
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Adm
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
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DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
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DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
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ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
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ACTION LINKS CONFIGURATION FOR SIEBEL CRM
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ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
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ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
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FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
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USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
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Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
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Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
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Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
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OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
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OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
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DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
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DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
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DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
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DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
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Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
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DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
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DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
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DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
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Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
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ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
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THANK YOU
Contact edubodhibeenovocom
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- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
21
TIGHT INTEGRATION WITH APPLICATIONSSHARED SECURITY WITH ORACLE EBS AND SIEBEL CRM
EBS Security IntegrationFND_User security
Shared responsibilities between Oracle EBS and Oracle BI Apps
Oracle SSOSiebel CRM Security Integration
Siebel native security
Shared responsibilities between Siebel CRM and Oracle BI AppsHot-Pluggable Security
Pre-built security roles in BI Applications
Usersroles synchronized with selected security environment
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22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
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23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
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ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
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Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
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ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
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Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
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DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
22
TIGHT INTEGRATION WITH APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action LinksDirect navigation from analytical report to transactional detail while maintaining context
Take action immediately without navigating to a different screenOracle EBS IntegrationSiebel CRM Integration
edubodhi
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
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inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
23
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided NavigationEnables users to quickly navigate a standard path of analytical discovery specific to their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
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Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
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BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
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MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
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WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
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ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
24
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator ldquoETL orchestration toolrdquo
Application Configuration
Execution amp Recovery
MonitoringAllows
Pin-point deployment
Load balancing
Reduced load windows
Fine-grained failure recovery
edubodhi
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ltInsert Picture Heregt
Oracle BI Apps
Technical Overview
edubodhi
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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tratio
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Role Based Dashboards Analytic Workflow Guided Navigation Security Visibility Alerts amp Proactive Delivery
Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility amp Personalization Dynamic SQL Generation
Highly Parallel Multistage and Customizable Deployment Modularity
Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
ORACLE BI APPLICATIONS ARCHITECTURE
Adm
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
ETL OVERVIEW
Adm
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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n
Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ETL OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Three approaches to accessing loading source data
Batch ETL (Full or Incremental) Micro ETL or Trickle Feed ETL Direct access to source data from Oracle BI Server
ETL Layered architecture for extract universal staging and load
Provides isolation modularity and extensibility Ability to support source systems version changes
quickly Ability to extend with additional adapters Slowly changing dimensions support
Architected for performance All mappings architected with incremental
extractions Highly optimized and concurrent loads Bulk Loader enabled for all databases
Data Warehouse Administration Console (DAC) Application Administration Execution and
Monitoring
ETL
Load Process
Staging Area
Extraction ProcessD
AC
edubodhi
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
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inis
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
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adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
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MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
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WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
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ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
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DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
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ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
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ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
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adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
DA
C
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction ProcessD
AC
ETL OVERVIEW
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouse
edubodhi
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
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Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
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MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
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WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA EXTRACTION AND LOAD PROCESS
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Business AnalyticsWarehouseExtract
Source-specific and Universal Business Adapters
Expose simplified business entities from complex source systems
Converts source-specific data to universal staging table format
Lightweight and designed for performance parallelism
Extensible
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Extraction Modes Direct Database Access
Oracle EBS Siebel CRM
PowerConnect technology SAP R3 PeopleSoft Enterprise
Universal Business Adapters Used for sources with no pre-
packaged business adapter Transforms and loads data from
universal sources through a flat file interface
Supply flat file(s) or tables meeting a defined standard format
Reduces implementation and maintenance significantly compared to building full ETL solution from scratch
edubodhi
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Load
Extra
ct
SAPPeopleSoft
Source Independent Layer
Staging Tables
Extract
OtherSiebel OLTP Oracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App
Laye
r
ABAP
App
Laye
r
Oracle DataWarehouse
DATA EXTRACTION AND LOAD PROCESS
Source Interdependent LayerEncapsulates warehouse load
logicHandles
Slowly changing dimensionsKey lookup resolution
surrogate key generationInsertupdate strategiesCurrency conversionData consolidation
Uses Bulk Loaders on all db platforms
edubodhi
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
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n
Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Oracle EBS Source Table
Source Qualifier Expression Transformation
Mapplet output to Extract Mapping
BUSINESS COMPONENT FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Business Component Mapplet for Oracle EBSProduct Master
Source Adapter Mapplet Temporary Staging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
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WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
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Met
adat
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Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
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GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
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INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
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DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
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DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
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ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
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ACTION LINKS CONFIGURATION FOR SIEBEL CRM
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ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
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ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
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FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
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USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
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Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
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Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
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Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
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OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
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OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
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DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
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DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
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DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
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DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
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Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
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DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
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DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
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DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
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Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
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ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
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THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Temporary Staging Tables (Product Master)
Source Qualifier
Expression Transformation
UniversalStaging Table
EXTRACT MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
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EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
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tratio
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Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
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Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
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ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
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tratio
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Universal Staging Table
Source Qualifier
W_PRODUCT_D Data Warehouse Table
Source Independent Load (SIL) Mapplet
LOAD MAPPING FOR ORACLE APPLICATIONS SOURCE ndash PRODUCTS DIMENSION
edubodhi
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EXAMPLE EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFT
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension
W_EMPLOYEE_D
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_PHONES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_ADDRESSES
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY1
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Tables Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_BIOGRAPHY2
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION_JOBINFORMATION
PeopleSoft Source BC maplet
(see below)
Expression Transformation
Temporary Staging Table
PeopleSoft Source Table Source Qualifier Expression
TransformationMaplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
PeopleSoft Source Table
Expression Transformation Temporary Staging
TableSource Qualifier
maplet
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
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tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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n
Met
adat
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSDE_PSFT_EMPLOYEEDIMENSION
Expression Transformation
Input to Maplet(from above)
Expression Transformation
Maplet output to Extract Mapping
Lookup Procedures
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
edubodhi
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
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Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
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ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
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tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
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DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
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DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
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DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
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DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
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TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
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ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
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Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
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Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
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OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
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OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
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DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
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DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
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DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
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DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
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DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
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DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
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Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
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ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
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ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION
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EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
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INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
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DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
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PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
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Met
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Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
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DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
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Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
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LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
EMPLOYEE DIMENSION POPULATED FROM PEOPLESOFTSIL_EMPLOYEEDIMENSION_SCDUPDATE
Source Definition
Expression Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
edubodhi
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
INCREMENTAL EXTRACTION AND LOAD A variety of strategies used to optimize incremental extracts and loads
Overall Philosophy ndash Extract incrementally if possible else load incrementally
Siebel Source Use a combination of a date window and rowid comparisons
Oracle
Use a date window and last update date for extraction Also use datesrecord images to control updates on target
SAP
Use a date window and last update date for extraction Also use datesrecord images to control updates on target Certain dimensions are fully extracted and but updates on target are controlled
PeopleSoft
Use a date window and last update dates for extraction wherever possible
edubodhi
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
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OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
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DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA WAREHOUSE ADMINISTRATION CONSOLE (DAC)STRONG COMPETITIVE DIFFERENTIATOR
For warehouse developers and ETL Administrator
Metadata driven ldquoETL orchestration toolrdquo Application Configuration
Execution amp Recovery
Monitoring
Allows Pin-point deployment
Load balancing parallel loading
Reduced load windows
Fine-grained failure recovery
Index management
Database statistics collection
edubodhi
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
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TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
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BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
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BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
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BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
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SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
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METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
PHYSICAL DATA MODEL OVERVIEW
Modular enterprise-wide data warehouse data model with conformed dimensions
Sales Service Marketing Distribution Finance Workforce Operations and Procurement
Integrate data from multiple data sources
Code Standardization
Real-time ready
Transaction data stored in most granular fashion
Tracks historical changes
Supports multi-currency multi-languages
Implemented and optimized for Oracle SQL Server IBM UDB390 Teradata
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Data Warehouse Data Model
edubodhi
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Featuresbull Conformed dimensions bull Transaction data stored in most
granular fashionbull Tracks full history of changesbull Prebuilt and extensiblebull Built for speed
Benefits bull Enterprise-wide business analysis
(across entire value chain)bull Access summary metrics or drill to
lowest level of detailbull Accurate historical representations
Serv
ice
Customers
Sale
s
Mar
ketin
g
Dist
ributi
on
Fina
nce
HR
Wor
kfor
ce
Ope
ratio
ns
Proc
urem
ent
Customers
Customers
Suppliers
Suppliers
Suppliers
COMMON ENTERPRISE INFORMATION DATA MODELedubodhi
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ORACLE BI APPS SELECTED KEY ENTITIESUNIFIED MULTI-SOURCE DATA MODEL
Conformed Dimensions Customer Products Suppliers Cost Centers Profit Centers Internal Organizations Customer Locations Customer Contacts GL Accounts Employee Sales Reps Service Reps Partners Campaign Offers Employee Position
Hierarchy Users
Sales Opportunities Quotes Pipeline
Order Management Sales Order Lines Sales Schedule Lines Bookings Pick Lines Billings Backlogs
Marketing Campaigns Responses Marketing Costs
Supply Chain Purchase Order Lines Purchase Requisition Lines Purchase Order Receipts Inventory Balance Inventory Transactions
Finance Receivables Payables General Ledger COGS
Call Center ACD Events Rep Activities Contact-Rep Snapshot Targets and Benchmark IVR Navigation History
Service Service Requests Activities Agreements
Workforce Compensation Employee Profile Employee Events
Pharma Prescriptions Syndicated Market Data
Financials Financial Assets Insurance Claims
Public Sector Benefits Cases Incidents Leads
Modular DW Data Model includes
~350 Fact Tables ~550 Dimension Tables~5200 prebuilt Metrics(2500+ are derived metrics)~15000 Data Elements
edubodhi
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
TYPES OF FACT TABLES All base facts are based on single business function eg Sales Order Lines Sales Cycle Lines etc
Types of Fact Tables Transactional Facts
Mirror of transactional data from the source Lowest atomic grain of each transactional record Eg Employee Events Fact Order Lines Fact
Snapshot Facts Snapshot of balances across time Eg Employee Daily Snapshot Inventory amp Account Balances AR and AP aging snapshots amp Opportunity Pipeline
Cycle Lines Facts Derived from multiple fact tables typically store process cycle times Eg Sales Order Cycle Lines Purchase Cycle Lines
State Transition Facts Required for specialized transition count metrics Customer State transitions ( New Inactive customers etc)
Aggregate Facts Performance enhancement on key metrics Eg Payroll Aggregate (out of box Monthly but configurable to other grains)
edubodhi
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
BUSINESS PROCESS CONFORMANCE Native source specific transaction types are transformed and
appended to standardized warehouse codes Standardized warehouse codes are superset of all supported
sources Native source specific transaction types are retained for
source specific analysis Eg Ethnic Codes HR Event Types Credit Memo Debit Memo types
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
Standard Warehouse Code Oracle PSFT SAP
Invoice Invoice and Payment Schedules
Invoice items AR documents with DR document type
CR MemoDR Memo CR Memo and DR Memo CR Memo and DR Memo items
AR documents with DA document type
Payments Cash Receipts etc Payments Deposits AR documents with DA document type and lsquoArsquo as special indicator
Payment Applications CashCR Memo applicationsAdjustments
Payment Item Activities AR documents with DZ document type
Other All other types of transactions
BIAR All other types of items
All other types of AR documents
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
BUSINESS PROCESS CONFORMANCEEXAMPLE ACCOUNTS RECEIVABLE PROCESS
All source transaction type code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source transaction type code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
edubodhi
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
BUSINESS PROCESS CONFORMANCEEXAMPLE FLSA STATUS DERIVATION PROCESS
All source FLSA Status code values are stored and appended with standardized warehouse codes
All higher layers in the architecture and metrics use same standardized warehouse codes
Stored source FLSA Status code values enables integration back into each transactional system
TYPECODE TYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
edubodhi
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ENHANCED MULTI CURRENCY SUPPORT Support for multiple currencies
3 global one local and transactional (enterprise only) exchange rates available
Financials local amount is stored as a field and not as conversion rate
Common currency conversion mechanism at ETL time
edubodhi
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA INTEGRATION ndash MULTI SOURCE LOADS Segregation and Lineage captured in data model
Source data keys comprised of
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no Plant id
+
lsquoSAPJapanrsquolsquoMT27907brsquo lsquoNW3rsquo
+
SAP lsquoMATNR ~ MANDTrsquo
Oracle EBS lsquoitem_id ~ organization_id
Example Key_id for Products dimension
edubodhi
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
BUSINESS PROCESS OUTSOURCING SUPPORTORACLE BI APPS SUPPORTS TENANT CONCEPT
Unique Enterprise Multi-Source data model Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
Enables a variety of deployment data segregation separation strategies within the same data warehouse
End Customer Data SourcesBPO Customer 1 PSFT HR 88 North America instance
BPO Customer 1 PSFT HR 88 European instanceBPO Customer 2 Oracle EBS 11i10 HR instance
edubodhi
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
SERVER REPOSITORY OVERVIEW
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Multi-layered Abstraction Separation of physical logical and presentation layers
Logical modeling builds upon complex physical data structures
Logical model independent of physical data sources ie same logical model can be remapped quickly to another data source
Metrics KPIs Multi-pass complex calculated metrics (across
multiple fact tables)
One Logical Fact can span several table sources including aggregates and real-time partitions
Aggregate navigation
Federation of queries
Prebuilt hierarchy drills and cross dimensional drills
Security and visibility Tight integration with Oracle EBS Siebel CRM and
PeopleSoft Enterprise
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
edubodhi
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
METRICS AND CALCULATIONS The applications provide several complex metrics defined logically with an
expression builder Share base (eg share of one product sales over all products sales)
Indexes (eg this divisionrsquos performance as a ratio of all divisions)
Cross subject area metrics (across Finance and HR eg Revenue per employee)
Variances (eg Budget vs Actual)
middot Time series metricsmiddot MTDYTDRunning balancesMAVG (eg Revenue Chg YTD)
middot Period Ago Metrics (eg Revenue YAGO)
middot Snapshot at any point of time support (eg Open Service Requests)All of these are done logically
without adding data model ETL complexity
edubodhi
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
LOCALIZATION GLOBALIZATION Dynamic Language Conversion (translation to 15 languages)
Chinese (Simplified) Chinese (Traditional) Czech Danish Dutch Finnish French German Italian Japanese Korean Portuguese (European) Portuguese (Brazilian) Spanish Swedish
Codepage Unicode support
Dynamic Time Zone translations All timestamps are stored in warehouse stored as UTC
Custom labeling and naming support Flex Field Naming Column Names can be dynamically named
edubodhi
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
MULTIPLE CALENDAR SUPPORT Supports Gregorian and Fiscal hierarchies out of the box
Configuration to support multiple fiscal hierarchies depending on user profile Requires Initialization block to read user profile
Dynamically use the appropriate calendar table
CRM OnDemand implementation supports twelve fiscal calendars
edubodhi
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
edubodhi
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
WEB CATALOG OVERVIEW
Role based dashboards Covering more than 100 roles
Navigation Most reports have at least one level of navigation
embedded Drill to details from many interactive elements eg
chart segments Guided Navigation
Conditional navigational links Analytic Workflows
Action Links Direct navigation from record to transactional while
maintaining context Alerts
Scheduled and Conditional iBots Highlighting
Conditional highlighting that provides context on metrics (is it good or bad)
Adm
inis
tratio
n
Met
adat
aMetrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
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ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
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Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ANALYTIC WORKFLOWSDIRECTED ANALYSIS HELPS INEXPERT USERS
Guided Navigation Enables users to quickly navigate a standard path of analytical discovery specific to
their function and role
Enhances usability and lowers learning curve for new users
Conditional Navigationbull Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attentionbull Guides users to next logical step of analytical discovery
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customersand Collectors
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill toDue Balances by Region
What is the aging ofDue Balances
Are Payment Termsin compliance
Is DPO on target
Business Function Receivables
Role Director Credits amp Collections
Objectives
1) Maximize Cash Flow
2) Control Risk of Receivables Portfolio
edubodhi
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ANALYTIC WORKFLOWS ndash FINANCIAL ANALYTICSBusiness Objectives Issues
GainInsights
Take Action Target collection efforts to reduce overdue balances
Drill toOverdue Invoice Detail
Who are the Customers
How long is the underlying Overdue Balance pending
Is Overdue Balancestrending up
Is DSO on target
Maximize Cash Flow
Drill to Detail
edubodhi
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Web Catalog Upgrade UI based tool to analyze and merge
reportsdashboards Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade Automated 3-way merge functionality Original OOTB Customer Modified Current
OOTB Preserves customer changes and incorporates
Oracle enhancements
DAC metadata Diff tools to determine and reapply changes
ETL amp Warehouse Upgrade Customization Methodology isolates customer
changes Diff tools to determine and reapply changes DW model and data upgrade shipped with
each release
APPLICATION UPGRADE METHODOLOGY
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
GENERAL PACKAGING amp INTEGRATION POINTS
Analytic applications support multiple source systems and data types
Oracle
PeopleSoft
Siebel
SAP
Out of the box Business Adapters that support for Oracle PeopleSoft Siebel and SAP applications
Universal Adapters to support other source systems
JD Edwards
Legacy
IVR CTI ACD
Adm
inis
tratio
n
Met
adat
a
Oracle BI Presentation Services
Dashboards by Role
Reports Analysis Analytic Workflows
Metrics KPIs
Logical Model Subject Areas
Physical Map
Oracle BI Server
Direct Access to
Source Data
Data Warehouse Data Model
ETL
Load Process
Staging Area
Extraction ProcessD
AC
Federated Data Sources
SiebelOracle SAP R3 PSFT EDW
Other
edubodhi
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
INTEGRATION POINTS Deployment Options
Action Links
EBS Flexfields
Security Integration
edubodhi
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DEPLOYMENT OPTIONSSTANDALONE DASHBOARDS
edubodhi
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DEPLOYMENT OPTIONSPORTAL INTEGRATION VIA JSR-168WSRP
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Within a dashboard view
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS Contextually within a transactional view
Also available with PeopleSoft via creation of context sensitive portlet in a PIA page
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN SIEBEL APPLICATIONS
Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system)Cost To Serve is calculated from costs gathered from CTI systems Service Systems etc
edubodhi
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DEPLOYMENT OPTIONSEMBEDDED DIRECTLY IN PEOPLESOFT PORTAL
edubodhi
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DEPLOYMENT OPTIONSLINK FROM ORACLE EBS
edubodhi
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
TIGHT INTEGRATION WITH ORACLE APPLICATIONSACTION LINKS NAVIGATE FROM ANALYTICAL TO OPERATIONAL
Action Links Seamless navigation from analytical information to transactional
detail while maintaining context
Works with Oracle EBS Siebel CRM PeopleSoft Enterprise
edubodhi
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ACTION LINKS BETWEEN ANALYTICS REPORTS AND SIEBEL CRM Direct navigation from record to transactional while maintaining context
Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
edubodhi
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ACTION LINKS CONFIGURATION FOR SIEBEL CRM
edubodhi
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ACTION LINK CONFIGURATION FOR ORACLE EBS Identify the Oracle E-Business Suite Application pagefunction that you want to link
to Obtain the function_id of that page and identify the query string parameters required by that page This will have to be done by going through Oracle E-Business Suite documentation
Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view
Action Link is dynamically generated by calling the FND_RUN_FUNCTIONGET_RUN_FUNCTION_URL() function in the Oracle E-Business Suite Database Schema
edubodhi
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ACTION LINK CONFIGURATION FOR PEOPLESOFT ENTERPRISE Create a URL Id for the path to the PIA component in the PSURLDEFN
table in EPM Add a forward slash to the beginning of the string Make sure that all the search key fields are on the string and their parameter values are denoted as 1 2 etc depending on the number of keys of that component
In the OBIEE Administration tool create an Initialization Block and a Session Variable that we will use to create the URL for the source system We need to create an Init Block for each drill-down PIA page
Create a new logical column and use as action link
edubodhi
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
FLEXFIELD AND VALUE SET INTEGRATION Key Flexfields
Accounting Flexfield (GL)
Territory Flexfield (CT)
Item Categories (MCAT)
Descriptive Flexfields Stored in data warehouse extension columns
Value Set Hierarchy Extract hierarchical relationships of Value Sets
edubodhi
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
USER SECURITYHOW DO I GET IN
Oracle BI EE Security Based Authentication Defines and stores user information in the RPD
LDAP Authentication Stores information from the LDAP server in session variables
External Table Authentication Maintains list of users in an external database
Database Authentication Authenticates users through database logins
Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products
UserSecurity
edubodhi
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Web Browser
EXAMPLE EXTERNAL TABLE AUTHENTICATION WITH SIEBEL CRM APPLICATIONS
Oracle BIuser
UserSecurity
execute ldquoAuthenticationrdquo Init Block
3log in
1
2
authenticate username and password
Siebel CRMApplication DBTable S_USER
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Web Browser
EXAMPLE SINGLE SIGN-ON WITH SIEBEL CRM APPLICATIONS
Siebel CRM Oracle BIuser
UserSecurity
establish connection using NQHOST parameter
integrate via symbolic URL infrastructure
3
log in once
1
2
4
drill back to Siebel CRM via Action Links
edubodhi
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Web Browser
EXAMPLE SINGLE SIGN-ON WITH ORACLE E-BUSINESS SUITE APPLICATIONS
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie
in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
edubodhi
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
OBJECT SECURITYWHAT PARTS OF THE APPLICATION CAN YOU SEE
Business Logic Object Security
ObjectSecurity
Presentation Layer
Physical Layer
Semantic Object Layer
bull Query Blockingbull Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to Subject Areas Tables and Columns
Limits access to Dashboards Reports and Web Folders
bull Web Object Security
edubodhi
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
OBJECT SECURITY FOR SIEBEL EBSAND PEOPLESOFT
ResponsibilityRole Order ManagementManager
DashboardsOrder Management Order Fulfillment
is assigned
Associated with Web Catalog Group Order Management Manager
User OM Manager
ObjectSecurity
is associated with
Associated with Security Group Order Management Manager
Subject AreasSales - Order LinesSales - Orders Backlog andInvoices
edubodhi
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR EBSWHAT DATA CAN YOU SEE
Multi-Org data access support with
Oracle E-Business Suite applications Operating Unit Inventory Organization Business Group Set of Books
Data Security
edubodhi
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR EBSEXAMPLE RESPONSIBILITY AND INVENTORY ORG RELATIONSHIP IN ORACLE E-BUSINESS SUITE
Data Security
Responsibility
InventoryOrganization
assigned to
associated with
user
edubodhi
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR EBSEXAMPLE INVENTORY ORG BASED SECURITY IN ORACLE BI
Data Security
Oracle E-Business Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR SIEBELWHAT DATA CAN YOU SEE
Data Security support with Siebel CRM Applications
Position
Owner
Organization
Data Security
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Data Security
PositionSales ManagerAnalytics
Data ObjectAccountPartnerOrder
is assigned
(is stamped on Data Object)
User Sales Manager
can view
edubodhi
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Data Security
Siebel CRM
log in
user
retrieve position hierarchy from the warehouse
Oracle BI show data based on
security group filters
3
1
2
DATA SECURITY FOR SIEBELEXAMPLE POSITION BASED SECURITY
Oracle Business AnalyticsWarehouse
ETL
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
LoginAFRANKS
is assigned
(is stamped on Data Object)
User ERM Analytics Helpdesk Agent
Data ObjectService RequestResponseActivity
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR SIEBELEXAMPLE OWNER BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Owner ID via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
OrganizationNorth America WEST
is assigned
(is stamped on Data Object)
User Partner Executive Analytics User
Data ObjectCustomerOpportunityContact
can view
edubodhi
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR SIEBELEXAMPLE ORGANIZATION BASED SECURITY
Data Security
Siebel CRM
log in
user
fetches Organization(s) via session init block
Oracle BI show data based on
security group filters
3
1
2
edubodhi
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
DATA SECURITY FOR PEOPLESOFTWHAT DATA CAN YOU SEE
Data Security support with PeopleSoft Applications
HR Business Unit
Payables Business Unit
Receivables Business Unit
Set Id
Data Security
edubodhi
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
Data Security
HR OrganizationManaged by
Owned by
User HR Analyst
Data ObjectHR Data
can view
Data Security for PeopleSoftExample HR Business Unit Based Security
edubodhi
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ORGANIZATION BASED DATA SECURITY REGULAR EMPLOYEE DATA VISIBILITY
We extract employee-manager relationships from PS_JOB
A regular employee can only see his data and his subordinatesrsquo data
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
An HR analyst can see all HR data for an Organization he or she is managing
Data Security
edubodhi
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
ORGANIZATION BASED DATA SECURITY HR ANALYST DATA VISIBILITY
Within his own Organization an HR analyst can only see his subordinatesrsquo HR data
Data Security
edubodhi
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
-
THANK YOU
Contact edubodhibeenovocom
edubodhi
- Oracle BI Applications Introduction amp Archi
- Approach to BI Applications
- Slide 3
- Slide 4
- Product Strategy Drivers
- Analytic Applications Families All on Common Oracle BI EE Techn
- Oracle BI Suite Enterprise Edition Unified Business Intelligenc
- Oracle BI Applications Single- and multi-source Analytic Apps B
- Oracle BI Applications Multi-Source Analytics with Single Archi
- Oracle BI Applications Multi-Source Analytics with Single Archi (2)
- Oracle Financial Analytics Product Components
- Oracle BI Applications Architecture
- Oracle BI Apps Selected Key Entities Unified multi-source dat
- Example Analytic Workflows
- Example Analytic Workflows (2)
- Slide 16
- PCS Computing Analytics in Action
- Seamless Analytics Across Multiple Data Sources
- Speeds Time To Value and Lowers TCO
- What Customers Are Achieving With Oracle BI Applications
- Tight Integration with Applications Shared security with Oracle
- Tight Integration with Applications Action Links navigate from
- Analytic Workflows Directed analysis helps inexpert users
- Data Warehouse Administration Console (DAC) Strong Competitive
- Slide 25
- Oracle BI Applications Architecture (2)
- ETL Overview
- ETL Overview (2)
- Data Extraction and Load Process
- Data Extraction and Load Process (2)
- Data Extraction and Load Process (3)
- Business Component for Oracle Applications Source ndash Products Di
- Extract Mapping for Oracle Applications Source ndash Products Dim
- Extract Mapping for Oracle Applications Source ndash Products Dime
- Load Mapping for Oracle Applications Source ndash Products Dimensio
- Example Employee Dimension populated from PeopleSoft
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (2)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (3)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (4)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (5)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (6)
- Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeD (7)
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens
- Employee Dimension populated from PeopleSoft SIL_EmployeeDimens (2)
- Incremental Extraction and Load
- Data Warehouse Administration Console (DAC) Strong Competitive (2)
- Physical Data Model Overview
- Common Enterprise Information Data Model
- Oracle BI Apps Selected Key Entities Unified multi-source dat (2)
- Types of Fact Tables
- Business Process Conformance
- Business Process Conformance Example Accounts Receivable Proce
- Business Process Conformance Example Accounts Receivable Proce (2)
- Business Process Conformance Example FLSA Status Derivation Pr
- Enhanced Multi Currency Support
- Data Integration ndash Multi Source Loads
- Business Process Outsourcing Support Oracle BI Apps supports te
- Server Repository Overview
- Metrics and Calculations
- Localization Globalization
- Multiple Calendar Support
- Web Catalog Overview
- Analytic Workflows Directed analysis helps inexpert users (2)
- Analytic Workflows ndash Financial Analytics
- Analytic Workflows ndash Financial Analytics (2)
- Application Upgrade Methodology
- General Packaging amp Integration Points
- Integration Points
- Deployment Options Standalone Dashboards
- Deployment Options Portal integration via JSR-168WSRP
- Deployment Options Embedded Directly in Siebel Applications
- Deployment Options Embedded Directly in Siebel Applications (2)
- Deployment Options Embedded Directly in Siebel Applications (3)
- Deployment Options Embedded Directly in PeopleSoft Portal
- Deployment Options Link from Oracle EBS
- Tight Integration with Oracle Applications Action Links navigat
- Action links between Analytics reports and Siebel CRM
- Action Links Configuration for Siebel CRM
- Action Link configuration for Oracle EBS
- Action Link configuration for PeopleSoft Enterprise
- Flexfield and Value Set Integration
- User Security How do I get in
- Example External Table Authentication with Siebel CRM Applica
- Example Single Sign-On with Siebel CRM Applications
- Example Single Sign-On with Oracle E-Business Suite Applicati
- Object Security What parts of the application can you see
- Object Security for Siebel EBS and PeopleSoft
- Data Security for EBS What data can you see
- Data Security for EBS Example Responsibility and Inventory Org
- Data Security for EBS Example Inventory Org Based Security in
- Data Security for Siebel What data can you see
- Data Security for Siebel Example Position Based Security
- Data Security for Siebel Example Position Based Security (2)
- Data Security for Siebel Example Owner Based Security
- Data Security for Siebel Example Owner Based Security (2)
- Data Security for Siebel Example Organization Based Security
- Data Security for Siebel Example Organization Based Security (2)
- Data Security for PeopleSoft What data can you see
- Slide 100
- Organization Based Data Security Regular Employee Data Visibil
- Organization Based Data Security HR Analyst Data Visibility
- Organization Based Data Security HR Analyst Data Visibility (2)
- Thank you
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