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
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
|
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.