3Sixty Reporting - Technical Design v1.0.1

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Technical Design - OBIEEInnoveer Solutions

Version 1 Owner: Chenly Paz Last Updated: 06 October 2010

Technical Design OBIEE

Copyright Notice The Copyright in this work is vested in Innoveer Solutions Inc. and the document is issued in confidence for the express purpose for which it is supplied. It must not be reproduced, in whole or in part, or be used for any other purpose without prior written consent being obtained from Innoveer Solutions Inc., and then only on the condition that this notice be included in any such reproduction. No information as to the contents or subject matter of this document, or any part thereof, arising directly or indirectly there from shall be given orally or in writing or communicated in any manner whatsoever to any third party without the prior written consent of Innoveer Solutions Inc. Copyright Innoveer Solutions Inc. 2010 Revision HistoryVersion 0.1 Author Chenly Paz Status Draft Date 09/23/2010 Revisions Initial document created

Distribution List Name Organisation

Chenly Paz Debu Saha

Innoveer Solutions Innoveer Solutions

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Technical Design OBIEE

Contents1 Introduction .................................................................................................................. 4

1.1 1.2 1.3 1.42

Document Purpose ......................................................................................... 4 Scope ............................................................................................................. 4 Related Documents ........................................................................................ 4 Abbreviations .................................................................................................. 5 Toolset Used .................................................................................................. 6 Implementation Strategy ................................................................................. 9 Opportunity Star Schema ............................................................................. 10 UOPS Sales Star Schema ............................................................................ 12 MST Analysis Star Schemas ........................................................................ 12 Territory Alignment Star Schemas ................................................................ 13 Course Analysis Star Schemas .................................................................... 14 Overview....................................................................................................... 15 DWH Tables Definitions................................................................................ 16 Informatica Repository Changes................................................................... 19 DAC Repository Setup.................................................................................. 20 Overview....................................................................................................... 21 Real-Time Answers Reporting ...................................................................... 22 Dashboards .................................................................................................. 24 Siebel Embedded Reports ......................................................................... 24 Siebel BI Publisher Report......................................................................... 24

Solution Overview ........................................................................................................ 6

2.1 2.23

Star Schemas.............................................................................................................. 10

3.1 3.2 3.3 3.4 3.54

ETL .............................................................................................................................. 15

4.1 4.2 4.3 4.45

RPD Guide for Developers ...................................................................................... 21

5.1 5.26

Front-End Reporting: Guide for Developers............................................................. 24

6.1 6.2 6.3

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1 Introduction1.1 Document PurposeThis document outlines the changes to the current Siebel application configuration as well as standard Oracle BI Applications v7.9.6.1 modification to be implemented for the purpose of the JAR 1 and JAR 2 build for Pearson Education 3Sixty Release 1

1.2 ScopeThis technical design document only includes JAR 1 and JAR 2 deliverables. This scope corresponds to what is required to be built and presented in JAR 3. Please refer to the BI JAR Delivery Schedule to gain more clarity on what is included in this JAR. Data-Level permissions and other security or visibility-related requirements will be designed in later JARs and will not be part of this particular design document. In addition, the following have been deemed out of scope for this document due to necessary lag between application design and reporting design: y Reports specific to products analysis only y Product Specialist reporting where there is a requirement to link a product specialist to their corresponding FT discipline y Complex requirements related to Product Kits and component level reporting

1.3 Related DocumentsThese documents can be found in the 3Sixty Project Sharepoint application. Please contact the Design Lead for the specific location of these documents. # 1 2 3 4 5 Document Version OBIEE and ETL Development Standards JAR 2 Functional Design Document Reporting BI JAR Deliver Schedule Oracle Business Intelligence Applications ETL Data Lineage Guide Version 7.9.6 / 7.9.6.1 Oracle Business Analytics Warehouse Data Model Reference Version 7.9.6 Author Witold Kusnierz Jane Riff Chenly Paz Oracle Oracle

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1.4 Abbreviations# 1 2 3 4 5 6 Abbreviation OBIEE OOTB OLAP ETL DAC BIU / PIU Definition Oracle Business Intelligence Enterprise Edition Out of the Box Online Analytical Processing Extract, Transform and Load Data Warehouse Admin Console Book In Use / Product In Use

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2 Solution Overview2.1 Toolset UsedThe Oracle Business Intelligence Suite Enterprise Edition (OBIEE) is a comprehensive suite of Business Intelligence tools and infrastructure designed to bring greater business visibility and insight to the broadest audiences of users, allowing any user in an organization to have Web-based self-service access to up-to-the moment, relevant, and actionable intelligence. OBIEE comprises of BI server technology and BI presentation tools. The platform consists of several interdependent components, with the Oracle BI Server at its core. Business Intelligence Server The foundation of the Oracle Business Intelligence Suite Enterprise Edition Plus platform is a true BI server that is designed to be highly scalable, optimizing concurrency and parallelism to make the value of BI applications available to the largest possible audience. It provides centralized data access and calculation, essentially creating a large pipe through which anyone can consume any information in any form anywhere in the enterprise. The BI server is central to all of the business processes that consume information, including dashboards, ad hoc queries, intelligent interaction capabilities, enterprise and production reporting, financial reporting, OLAP analysis, data mining, and other Web Service-based applications (J2EE and .NET). All of these applications require rich access to broad sets of data across the enterprise, and they all require a sophisticated calculation and aggregation infrastructure that the platform provides to deliver value. The platform supports a full complement of access, analysis, and information delivery options, all in one fully integrated Web environment. Each of these components serves different audiences in the organization who have different appetites for the same underlying data, but need to access it in different ways. But unlike other BI tools, all components are integrated onto one common architecture, enabling a seamless and intuitive user experience. Intelligence Dashboards Oracle BI Interactive Dashboards provide any knowledge worker with intuitive, interactive access to information that is actionable and dynamically personalized based on the individual's role and identity. In the Oracle BI Intelligence Dashboards environment, the end user is working with live reports, prompts, charts, tables, pivot tables, graphics, and tickers in a pure Web architecture. The user has full capability for drilling, navigating, modifying, and interacting with these results. Oracle BI Intelligence Dashboards can also aggregate content from a wide variety of other sources, including the Internet, shared file servers, and document repositories. Answers Page 6 of 24 Printed 19/08/11

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Oracle BI Answers provides true end user ad hoc capabilities in a pure Web architecture. Users interact with a logical view of the informationcompletely hidden from data structure complexity while simultaneously preventing runaway queriesand can easily create charts, pivot tables, reports, and visually appealing dashboards, all of which are fully interactive, drillable and can be saved, shared, modified, formatted, or embedded in the user's personalized Oracle BI Intelligence Dashboards. The results are new levels of business user self-sufficiency in an environment that is fully secure and controlled by IT. Delivers Oracle BI Delivers is a proactive intelligence solution that provides business activity monitoring and alerting that can reach users via multiple channels such as email, dashboards, and mobile devices. Oracle BI Delivers includes a full Web-based selfservice alert creation and subscription portal. This next-generation product can initiate and pass contextual information to other alerts to execute a multistep, multi-person, and multi-application analytical workflow. Furthermore, it can dynamically determine recipients and personalized content to reach the right users at the right time with the right information. Reporting Solution for 3Sixty Analytics Reporting For the purpose of JAR 1 and JAR 2 implementation, the reporting solution will comprise of OBIEE Platform v10.1.3.4.1 with Oracle BI Applications v7.9.6.1 providing all necessary metadata and ETL logic. Oracle BI Applications use Oracle Business Analytics Warehouse - a unified data repository, also referred as Data Warehouse, for all customer-centric data - as a primary data source to support the majority of analytical reporting requirements. OBIEE application will be integrated with Siebel and exposed to end users via additional Screens and Views.

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Figure 1 OBIEE Architecture Diagram

Users will be granted access to selected OBIEE modules - Dashboard, Answers and Delivers depending on their privileges granted in Siebel application.

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2.2 Implementation StrategyIn a standard OBIEE implementation, there are 5 main areas that require design consideration. Database / Data Warehouse Design For this project, the strategy for the database design is to leverage (as much as possible) the Out-of-the-box (OOTB) data warehouse schema included in OBI Analytics Applications Version 7.9.6.1. An exception to this would be the following: y When the source application (Siebel) has been modified to add custom fields or custom functionality. In this case, the custom fields or functionality could require new tables or new columns to be added into existing tables. y When the functional requirements cannot be met with OOTB OLAP schema. y When it is found that for performance tuning purposes, there is a requisite need to change the table structure or OLAP schema ETL / Informatica Design For this project, the strategy for the ETL or Informatica mapping and workflow design is to leverage (as much as possible) the Out-of-the-box (OOTB) SDE and SIL mappings contained in OBI Analytics Applications Version 7.9.6.1. An exception to this would be the following: y When new fields and tables need to be added or created. y When the logic of the OOTB mappings are not required or do not apply to the current requirements. Data Warehouse Admin Console (DAC) Design For this project, the strategy for the DAC design is to leverage (as much as possible) the Out-of-the-box (OOTB) DAC repository included in OBI Analytics Applications Version 7.9.6.1. An exception to this would be the following: y When certain subject areas or tasks do not apply to the current implementation of the Siebel application. In this case, a new execution plan will be created tailored to the functionalities required for JAR 1 and JAR 2 only. OBI Server Repository Administration (RPD) Design For this project, the strategy for the RPD design is to create a single new Business Model which will be referred to as Pearson Core. The aim is to trim and tailor the OOTB Business Model Core to meet the reporting needs of the project. Accordingly, custom presentation folders will be created to reflect the new business model and reporting requirements. Answers, Delivers and Intelligence Dashboards For this project, the strategy for the front-end design of JAR 1 and JAR 2 is to create new dashboards using the presentation folders created specifically for this project. In addition, custom subject areas will be exposed to enable authorised and trained endusers to generate ad-hoc reports using Answers. Page 9 of 24 Printed 19/08/11

Technical Design OBIEE

3 Star SchemasThis Technical Design Document provides information on which physical database tables and joins will be used to fulfill the business requirements as set out in the JAR 2 Functional Design Spec Reporting document. Note that the following star schemas are only in reference to the Simplified Star Schemas as the Combined Subject Areas are merely a logical grouping of multiple star schemas. Star Schemas Opportunity Star Schema UOPS Sales Star Schema MST Course + MST Product Schema Territory Account Star Schema Territory Course Star Schema Book In Use Star Schema

3.1 Opportunity Star SchemaThis will be the main star schema used for all Opportunity related reporting. For the latest logical diagram for the Opportunity Star Schema, please refer to the JAR 2 Functional Design Document Reporting. Figure 2 below is the corresponding Physical Diagram. Please note,the implementation of component level opportunity reporting is pending more information on how product bundles will be implemented in the application.

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Figure 2 Opportunity Star Schema - Physical Design

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