Friday 27 June 2014

OBI APPS 7963 EXTENSION PACK INSTALLATION AND CONFIGURATION GUIDE



1.     Overview

This document describes the steps to Install and configure the Oracle BI Applications 7.9.6.3
Extension pack alongside a new or existing implementation of Oracle BI Applications 7.9.6.1,
7.9.6.2 or 7.9.6.3. The instructions contained in this document describes how to create the data warehouse schema, install the Informatica mappings, install and configure the DAC containers and merge instructions for the Oracle Business Intelligence Enterprise Edition (OBIEE) RPD. This document only covers the installation and configuration specifics for the Oracle BI Applications 7.9.6.3 Extension Packs, for all other related installation and configurations questions refer to the Oracle BI Applications Configuration Guide for Informatica Power Center Users for the associated BI Applications version which can be obtained on OTN (link) or via the original software Media Pack provided by Oracle.
The Manufacturing Module in the Oracle 7.9.6.3 Extension pack is pre-integrated with Oracle E- Business Suite Manufacturing and the EAM module in Oracle 7.9.6.3 Extension pack is pre- integrated with Oracle E-Business Suite Enterprise Asset Management (EAM) module, as well
as IBM Maximo 6.5.

2.     Pre-Requisites

In order to install the Oracle 7.9.6.3 Extension pack at least one module of Oracle BI Applications versions 7.9.6.1 to 7.9.6.3 has to be installed.

3.     Downloading the Extension Pack

The Oracle Business Intelligence Applications 7.9.6.3 Extension Pack can be downloaded from the Oracle eDelivery site. On downloading, you will get a zip file by name OracleBIA_7963_Extn_Packs.zip. Extracting the zip will give three zip files, each corresponding to extensions for Oracle BI Applications Versions 7961, 7962 and 7963.
For installation, please use the zip file that corresponds to the version of Oracle BI Applications your organization has deployed.  Oracle recommends that all new deployments use version
7.9.6.3.

OBIA Version                                                     Extension Pack Zip

7961                                                                          Oracle7961_Extn_Pack.zip

7962                                                                          Oracle7962_Extn_Pack.zip

7963                                                                          Oracle7963_Extn_Pack.zip


4.     Installation

a)   Preparing the Staging Area

Extract the zip that corresponds to your Oracle BI Applications version using a unzip utility. You will get a folder called ‘Oracle 796x_Extn_Pack’ with the following folder structure. Oracle_796x_Extn_Pack
Informatica
  • SDE_ORAR12_Adaptor_Extn 
  • SDE_ORA11510_Adaptor_Extn 
  • SDE_MAXIMO65_Adaptor_Extn 
  • SILOS_Extn
  • PLP_Extn


DAC
  •   OracleR12Extn .zip   
  •   Oracle11510Extn.zip  
  •   Maximo 65 Extn.zip

 RPD
  • OracleBIAnalyticsApps_Extn.rpd (for 7961 and 7962)
  • EnterpriseBusinessAnalytics_Extn.rpd (for 7963)

Webcatalog  
EnterpriseBusinessAnalytics_Extn.webcat
Unless otherwise noted in this document, the R12 Informatica and DAC folders contain objects that are compatible with Oracle EBS R12, R12.1.1, R12.1.2 and R12.1.3

b)   Backing up the current installation

This section provides backup steps you need to perform before you begin the installation process for the Extension pack.


Rename and copy into a different location your current repositories, Presentation Catalog (formerly known as the Web Catalog) and DAC installation folder from your existing environment. The file names and locations listed below represent the standard names and locations of files that shipped with Oracle BI Applications.
When you back up the DAC Repository, you export the DAC metadata, in XML format (using the DAC's Export tool), into a different database, which can be used later as a reference.

c)    Installing Informatica Workflows

Open the repository in which Oracle BI Applications 796x has been installed. The repository can be opened through the Informatica Repository Manager tool (pmrepmgr.exe)
Create new Informatica folders in the repository with names as below
SDE_ORAR12_Adaptor_Extn SDE_ORA11510_Adaptor_Extn SDE_MAXIMO65_Adaptor_Extn SILOS_Extn
PLP_Extn
Verify the code page of the Informatica Repository. The extension XMLs are shipped

with code page of ‘UTF-8’. If the code page of your repository is different from the above, please change the code page of the extension XML’s to the required code page. You can
do it by editing the REPOSITORY tags of the extension XMLs.

E.g. Open the extension XMLs and in the Repository tag mentioned below the CODEPAGE Attribute need to be   modified to the required code page.
<REPOSITORY NAME="BIApps_QA" VERSION="181" CODEPAGE="UTF-8" DATABASETYPE="Oracle">

Select 'Repository Import Objects' option. Import the xmls from the staging into the respective folders created with the same names in the repository.  Please check in the XMLs during the import process.
For E.g:   XMLs in Staging Area->Oracle_796x_Extn_Pack->Informatica->SILOS_Extn should be imported to the SILOS_Extn folder created in Informatica.

In the Import Dialog Box that follows, you will be presented with a list of folders for importing. Please choose only the folders with the _Extn extension
While importing, you will encounter conflicts for Default Session Configurations and Reusable Transformations like Mapplet, Lookups etc which are referred from Oracle BI Applications folders. Please check the Reuse box for resolving these conflicts

d)   Configuring Informatica Workflows



Configuring the Helper File


Extract the QA_HELPER file from Staging Area-> Oracle_796x_Extn_Pack->Informatica>Config_Files folder and add values for organization_id, collection_element and target_column fields. After adding values save it in the following location in the Informatica server.
INFA_HOME/server/infa_shared/SrcFiles



Assigning the Integration Service


Open Workflow manager to assign an Integration service to the workflows imported into the
Extension folders. You can reuse the integration services created for Oracle BI Applications.


Close all the folders in the repository. Select Assign Integration Services from the Service Menu. In the resulting window, map the folders imported to the appropriate integration service and click Assign.  The following folders need to be mapped to the appropriate integration services.
SDE_ORAR12_Adaptor_Extn SDE_ORA11510_Adaptor_Extn SDE_MAXIMO65_Adaptor_Extn SILOS_Extn

                            PLP_Extn

 





As part of implementing Oracle BI Apps 796x, you would have created a custom container to hold customizations done on Oracle BI Applications. If this is the first time Oracle BI Applications is being implemented, please create a new container as a copy of the source system container that you wish to implement. This is called the Production’ container. The container that is shipped as part of Oracle796x Extension pack is termed as the ‘Extension’ container.
The DAC sub folder under the Oracle796x_Extn folder in the Staging Area contains Extension
Containers. These containers contain extracts from
·         Manufacturing and EAM for R12 and 11510 versions of Oracle E-Business suite
·         EAM for IBM Maximo 65.
Pick the appropriate extension container depending on the version of Oracle E-Business Suite and/or the IBM Maximo that you are running.

Go To Tools -> DAC Repository Management -> Import

Import the Extension Container
Select ‘Logical’ check box only while importing the Extension Container
Now, the repository should have the _Extn container in addition to the other containers.



f)     Configuring the DAC Container



Creating tables in the Data Warehouse
Navigate to Tools->ETL Management -> Configure and select the option Create/Upgrade Data
Warehouse Tables.


In the screen that follows, provide the name of the Extension Container and the data warehouse connection details.



  Creating References
Switch to the production container and create references for the following objects from the
Extension Container as shown in the below screenshot.




·         Reference all the Source system folders
·         Reference all Table definitions.
·         Reference all Index definitions
·         Reference all the Tasks
  After referencing, the table types of source tables for tasks will be missing. Please refer the Extension container for the correct table types and change accordingly. Here is the navigation
Go to Tasks –> Sub tab Source Tables Select Type
·         Provide referential integrities for the Extension tables by referring the Extension container manually.


·         If you are implementing the R12 Extension Container, please create an additional  task group TASK_GROUP_Extract_MfgResource in the merged container with the following tasks as child tasks and dependency order as 1 and 2 respectively.  Set Truncate Always’ option for this Task group.
1.   SDE_ORA_MfgResource
2.   SDE_ORA_MfgResourceDimension_CRResource_Process
·         Modify the seeded Task group TASK_GROUP_Extract_CodeDimension’ in the Production container and add the following tasks as child tasks.
1.   SDE_ORA_CodeDimension_KanbanCardStatus
2.   SDE_ORA_CodeDimension_KanbanCardType
3.   SDE_ORA_CodeDimension_KanbanDocumentType
4.   SDE_ORA_CodeDimension_KanbanErrorCode
5.   SDE_ORA_CodeDimension_KanbanSourceType
6.   SDE_ORA_CodeDimension_KanbanSupplyStatus
·         Reference all the Subject areas and Assemble them individually



Disabling Tasks and Subject Areas
Subject Area
Requires Oracle BI Applications License
Manufacturing-Costing
Manufacturing-Discrete Manufacturing-Discrete Quality Manufacturing-Inventory Manufacturing-Kanban Manufacturing-Planning
Manufacturing Analytics
Asset Maintenance
Enterprise Asset Management Analytics

Please disable/inactive the un-licensed subject areas and tasks by referring to the matrix below

























Table Name





DAC Task Name
Requires Oracle BI Applications License
W_PURCH_ORDER_F
SIL_PurchaseOrderFact, SIL_PurchaseOrder- Fact_SoftDelete, SDE_ORA_PurchaseOrder- Fact, SIL_PurchaseOrderFact_IdentifyDelete, SDE_ORA_PurchaseOrderFact_Primary
Procurement and Spend Analytics



W_PURCH_SCHEDULE_LINE_
F
SIL_PurchaseScheduleLinesFact, SIL_Pur-
chaseScheduleLinesFact_SoftDelete, SDE_ORA_PurchaseScheduleLinesFact, SIL_PurchaseScheduleLinesFact_IdentifyDe- lete, SDE_ORA_PurchaseScheduleLinesFact_Pri mary
Procurement
and Spend
Analytics
W_SALES_ORDER_LINE_F
PLP_SalesOrderLinesAggregate_Load,
PLP_SalesOrderLinesAggregate_Derive, PLP_SalesOrderLinesFact_Customers_First_ Order_Update, PLP_SalesOrderLinesFact_InvoicedQty_Up- date, PLP_SalesOrderLinesFact_RollupAmt_Up- date, PLP_SalesOrderLinesFact_ShippedQty_Up- date,
SIL_SalesOrderLinesFact, SIL_SalesOrderLinesFact_SoftDelete, SDE_ORA_SalesOrderLinesFact, SIL_SalesOrderLinesFact_IdentifyDelete, SDE_ORA_SalesOrderLinesFact_Primary, PLP_SalesOrderLinesAggregate_Derive_Pos tLoadImage, SIL_SalesOrderLinesAggregate_Derive_Pre- LoadImage, SIL_SalesOrderLinesAggregate_Derive_PreS oftDeleteImage
Supply Chain
and Order Management Analytics

Building the Execution Plan
Build a new Execution Plan with the Subject Areas from existing execution plan and the extension subject areas. After generating parameters, set appropriate values for parameters during the build.





Verifying the Source System Parameters
Oracle BI Applications 7.9.6.3 Extension Pack requires common dimensions like Organization, Product and Time to be loaded. For more details please refer to the corresponding version of the Oracle BI Applications Configuration Guide for Informatica PowerCenter Users that can be obtained on OTN (link).






Please ensure that the following Task level parameters are set for following tasks

Task                                                                              Parameter SDE_ORA_ProductDimension                                Master_org SIL_DayDimension                                                    START_DATE, END_DATE


g)   Configuring the RPD and Webcatalog Objects



a)   RPD Merge
An RPD merge is only required for adding Oracle BI Applications 7.9.6.3 Extension Pack release to a customized BI applications implementation.  If this is the case please follow the instructions below.  Otherwise it is advised that you use the RPD that has been shipped in the Oracle BI Ap- plications 7.9.6.3 Extension Pack as your Production RPD.


A three-way merge should be performed to integrate the contents of the Production RPD and the Extension RPD. The instructions to do a three-way merge are given below.


For  7961 and 7962 (10g  10.1.3.x.x)


·         In the BI Administration tool, open the OracleBIAnalyticsApps_Extn.rpd.
·         Select the menu File > Merge
·         Select the Original Repository (BI Apps seeded RPD). This is the RPD that was extracted from the Oracle Installer for 796x.
·         Once the original repository is selected, the Merge Repositories window appears. Note that the OracleBIAnalyticsApps_796_Original repository is reflected in the Original repository field. Also, note that the changes made in the current repository are listed.
·         Click the Select button beside the Modified repository field to select the modified RPD file [ Production RPD]







·         Now click the Select button beside the “Save merged repository as” field, to give the desired name for the merged repository which will be created as a result of this merge process.
·         You can make the decision to select the changes in the current repository or modified repository appropriately. Scroll to the right to see the Decision column and select Modified or Current from the drop down list.





For  7963 (11g 11.1.1.6.2)

1) In the BI Administration tool, open the OracleBIAnalyticsApps_Extn.rpd.(7963_Extn)
2) Select the menu File > Merge
A screen will appear asking Original Modified and Merged Repository Details as shown below



3) Select Merge Type as Full Repository Merge, Equalize During the Merge (Optional)
4) Select the Original Repository (BI Apps seeded RPD). This is the RPD that was extracted from the
Oracle Installer for 7963.
5) Select Modified Repository field to select the modified RPD file [Production RPD]
6) Provide desired name for the merged repository which will be created as a result of this merge process. Click Next



7) You can make the decision to select the changes in the current repository or modified repository appropriately.
Scroll to the right to see the Decision column and select Modified or Current from the drop down list.

Click on Finish to Complete the Process


a)    Catalog Merge


A webcatalog merge is required only for a customized BI applications implementation. Otherwise it is advised that you use the Webcatalog that has been shipped in the Oracle BI Applications 7.9.6.3 Extension Pack. Here are the steps for Catalog Merge.
1)  Choose File->Open Catalog to open the Production catalog in offline mode.


2)  Open  the  Extension  Web  Catalog  from  the  Staging Area  in  offline  mode  using  the
Catalog Manager.
3)  Copy the folders from the Extension Web Catalog into the Production Web Catalog.