62671688 3Sixty Reporting Technical Design v1 0 1

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Technical Design - OBIEE Innoveer Solutions Version 1 Owner: Chenly Paz Last Updated: 06 October 2010Technical 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 i s supplied. It must not be reproduced, in whole or in part, or be used for any o ther purpose without prior written consent being obtained from Innoveer Solution s 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 docume nt, or any part thereof, arising directly or indirectly there from shall be give n orally or in writing or communicated in any manner whatsoever to any third par ty without the prior written consent of Innoveer Solutions Inc. Copyright Innove er Solutions Inc. 2010 Revision History Version 0.1 Author Chenly Paz Status Draft Date 09/23/2010 Revisions Initial doc ument created Distribution List Name Organisation Chenly Paz Debu Saha Innoveer Solutions Innoveer Solutions Page 2 of 24 Printed 19/08/11Technical Design OBIEE Contents 1 Introduction ................................................................. ................................................. 4 1.1 1.2 1.3 1.4 2 Document Purpose ............................................................... .......................... 4 Scope ............................................. ................................................................ 4 Related Docum ents ........................................................................... ............. 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 Repositor y 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 2.2 3 Star Schemas.................................................................... .......................................... 10 3.1 3.2 3.3 3.4 3.5 4 ETL ............................................................................ .................................................. 15 4.1 4.2 4.3 4.4 5 RPD Guide for Developers ....................................................... ............................... 21 5.1 5.2 6Front-End Reporting: Guide for Developers....................................... ...................... 24 6.1 6.2 6.3 Page 3 of 24 Printed 19/08/11Technical Design OBIEE 1 Introduction 1.1 Document Purpose This document outlines the changes to the current Siebel application configurati on as well as standard Oracle BI Applications v7.9.6.1 modification to be implem ented for the purpose of the JAR 1 and JAR 2 build for Pearson Education 3Sixty Release 1 1.2 Scope This 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 requi rements will be designed in later JARs and will not be part of this particular d esign document. In addition, the following have been deemed out of scope for thi s document due to necessary lag between application design and reporting design: y Reports specific to products analysis only y Product Specialist reporting whe re there is a requirement to link a product specialist to their corresponding FT discipline y Complex requirements related to Product Kits and component level r eporting 1.3 Related Documents These documents can be found in the 3Sixty Project Sharepoint application. Pleas e 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 Applica tions ETL Data Lineage Guide Version 7.9.6 / 7.9.6.1 Oracle Business Analytics W arehouse Data Model Reference Version 7.9.6 Author Witold Kusnierz Jane Riff Che nly Paz Oracle Oracle Page 4 of 24 Printed 19/08/11Technical Design OBIEE 1.4 Abbreviations # 1 2 3 4 5 6 Abbreviation OBIEE OOTB OLAP ETL DAC BIU / PIU Definition Oracle B usiness Intelligence Enterprise Edition Out of the Box Online Analytical Process ing Extract, Transform and Load Data Warehouse Admin Console Book In Use / Produ ct In Use Page 5 of 24 Printed 19/08/11Technical Design OBIEE 2 Solution Overview 2.1 Toolset Used The Oracle Business Intelligence Suite Enterprise Edition (OBIEE) is a comprehen sive suite of Business Intelligence tools and infrastructure designed to bring g reater business visibility and insight to the broadest audiences of users, allow ing any user in an organization to have Web-based self-service access to up-to-t he moment, relevant, and actionable intelligence. OBIEE comprises of BI server t echnology and BI presentation tools. The platform consists of several interdepen dent components, with the Oracle BI Server at its core. Business Intelligence Se rver The foundation of the Oracle Business Intelligence Suite Enterprise Edition Plus platform is a true BI server that is designed to be highly scalable, optim izing concurrency and parallelism to make the value of BI applications available to the largest possible audience. It provides centralized data access and calcu lation, essentially creating a large pipe through which anyone can consume any i nformation in any form anywhere in the enterprise. The BI server is central to a ll of the business processes that consume information, including dashboards, ad hoc queries, intelligent interaction capabilities, enterprise and production rep orting, financial reporting, OLAP analysis, data mining, and other Web Service-b ased applications (J2EE and .NET). All of these applications require rich access to broad sets of data across the enterprise, and they all require a sophisticat ed calculation and aggregation infrastructure that the platform provides to deli ver value. The platform supports a full complement of access, analysis, and info rmation delivery options, all in one fully integrated Web environment. Each of t hese components serves different audiences in the organization who have differen t appetites for the same underlying data, but need to access it in different way s. But unlike other BI tools, all components are integrated onto one common arch itecture, enabling a seamless and intuitive user experience. Intelligence Dashbo ards Oracle BI Interactive Dashboards provide any knowledge worker with intuitiv e, interactive access to information that is actionable and dynamically personal ized based on the individual's role and identity. In the Oracle BI Intelligence Dashboards environment, the end user is working with live reports, prompts, char ts, tables, pivot tables, graphics, and tickers in a pure Web architecture. The user has full capability for drilling, navigating, modifying, and interacting wi th these results. Oracle BI Intelligence Dashboards can also aggregate content f rom a wide variety of other sources, including the Internet, shared file servers , and document repositories. Answers Page 6 of 24 Printed 19/08/11Technical Design OBIEE Oracle BI Answers provides true end user ad hoc capabilities in a pure Web archi tecture. Users interact with a logical view of the informationcompletely hidden f rom data structure complexity while simultaneously preventing runaway queriesand can easily create charts, pivot tables, reports, and visually appealing dashboar ds, all of which are fully interactive, drillable and can be saved, shared, modi fied, formatted, or embedded in the user's personalized Oracle BI Intelligence D ashboards. The results are new levels of business user self-sufficiency in an en vironment 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, dashboar ds, and mobile devices. Oracle BI Delivers includes a full Web-based selfservice alert creation and subscription portal. This next-generation product can initia te and pass contextual information to other alerts to execute a multistep, multi -person, and multi-application analytical workflow. Furthermore, it can dynamica lly determine recipients and personalized content to reach the right users at th e right time with the right information. Reporting Solution for 3Sixty Analytics Reporting For the purpose of JAR 1 and JAR 2 implementation, the reporting solu tion 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 s upport the majority of analytical reporting requirements. OBIEE application will be integrated with Siebel and exposed to end users via additional Screens and V iews. Page 7 of 24 Printed 19/08/11Technical Design OBIEE 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. Page 8 of 24 Printed 19/08/11Technical Design OBIEE 2.2 Implementation Strategy In a standard OBIEE implementation, there are 5 main areas that require design c onsideration. Database / Data Warehouse Design For this project, the strategy fo r the database design is to leverage (as much as possible) the Out-of-the-box (O OTB) 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 (S iebel) has been modified to add custom fields or custom functionality. In this c ase, 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 m et with OOTB OLAP schema. y When it is found that for performance tuning purpose s, 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 map ping 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 requi red or do not apply to the current requirements. Data Warehouse Admin Console (D AC) 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 Analy tics 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 t ailored to the functionalities required for JAR 1 and JAR 2 only. OBI Server Rep ository Administration (RPD) Design For this project, the strategy for the RPD d esign is to create a single new Business Model which will be referred to as Pears on Core. The aim is to trim and tailor the OOTB Business Model Core to meet the rep orting needs of the project. Accordingly, custom presentation folders will be cr eated to reflect the new business model and reporting requirements. Answers, Del ivers and Intelligence Dashboards For this project, the strategy for the front-e nd 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 re ports using Answers. Page 9 of 24 Printed 19/08/11Technical Design OBIEE 3 Star Schemas This Technical Design Document provides information on which physical database t ables 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 sta r schemas are only in reference to the Simplified Star Schemas as the Combined Subj ect Areas are merely a logical grouping of multiple star schemas. Star Schemas Op portunity Star Schema UOPS Sales Star Schema MST Course + MST Product Schema Ter ritory Account Star Schema Territory Course Star Schema Book In Use Star Schema 3.1 Opportunity Star Schema This will be the main star schema used for all Opportunity related reporting. Fo r the latest logical diagram for the Opportunity Star Schema, please refer to th e JAR 2 Functional Design Document Reporting. Figure 2 below is the correspondin g Physical Diagram. Please note,the implementation of component level opportunity reporting is pending more information on how product bundles will be implemente d in the application. Page 10 of 24 Printed 19/08/11Technical Design OBIEE Figure 2 Opportunity Star Schema - Physical Design Page 11 of 24 Printed 19/08/11Technical Design OBIEE 3.2 UOPS Sales Sta...