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ORACLE PRODUCT
LOGO
Upgrade Considerations and Strategies for Oracle Business Intelligence Applications Hari Cherukupally Wasi Ahmed Vince Fonte
Principal Product Manager Sr. Director of Systems Development Solutions Architect Oracle Business Intelligence Ventura Foods The JM Smuckers Company
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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statements
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Agenda
• OBIEE 11g • Oracle BI Applications 7.9.6.3 • OBIEE upgrade to 11g – A Case Study • Oracle BI Applications upgrade to 7.9.6.3 – A Case Study
• Q & A
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OBIEE 11g
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Integrated Suite of Tools Improves Decisions Oracle BI Foundation Suite
Office Integration
Ad-hoc Analysis
Scorecards
Secure Search
Strategy Maps
Geographic Visualization Embedded in Applications
Interactive Dashboards
Scenario Analysis
Production Reporting
Business Processes
Predictive Analysis
Mobile Tablet
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Oracle BI Applications
An Overview
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Oracle BI Applications Prebuilt Analytics for Oracle EBS, PeopleSoft, Siebel, JD Edwards, and SAP
• Financials • HR • Procure & Spend • Projects • Supply Chain • Order Management • Logistics
• Sales • Marketing • Service • Contact Center • Price • Loyalty • Strategic Planning
• Planning & Forecasting • Profitability Management
• Financial Services • Communications • Healthcare • Retail
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Oracle BI Applications 7.9.6.3 New Release Concurrent with OBIEE11.1.1.5
• Full suite of pre-built CRM and ERP Analytics offerings – Siebel, PeopleSoft, JD Edwards, E-Business Suite
• Built for and certified with OBIEE 11.1.1.5 – Adopts 11g presentation features
• Presentation hierarchies, master-detail linking, cascading prompts – Adopts 11g security model
• Role-based, not group-based – Unlock new capabilities for BI Apps customers
• Geospatial, scorecard, mobile support, systems management
• Additional important certifications, including: – Informatica 9.01 HF2 – Teradata 13.10
• Additional bug fixes and ETL optimizations
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Uptake of 11g by BI Applications Customers
Two approaches: • Upgrade to BI Applications 7.9.6.3
– Certifies 11.1.1.5, out of the box support for 11g capabilities – Recommended choice for net new implementations and existing
BI Apps customers needing 11.1.1.5 capabilities alike
• Platform-only upgrade for existing BI Apps deployments – Fully supported with OBIEE 11.1.1.5 but not without challenges – Good option for heavily customized deployments with strong
need for 11.1.1.5 features
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Upgrade
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Why Upgrade? When to Upgrade ?
• OLTP is Upgraded • Latest OBIEE
– has new features – supports newer versions of databases – has bug fixes
• Latest BI Apps – has desired content – supports newer versions of Oracle
Applications sources – Supports newer databases /appliances – language support – performance bug fixes
• Potential cost savings on additional maintenance cost
– OLTP Source is out of support – Database is out of support – BI component version is out of support
Best Window • OLTP is upgraded • Database is Migrated • Reporting Solutions are consolidated
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Upgrade Process
• Upgrade process is just not the technical process - Requires a lot of planning and involvement from Database Administrators, Business Analysts, QA teams
• Upgrade Team requires understanding of customization done in the implementation
• Requires detailed documentation of any customizations and lots of testing
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Upgrade to Oracle BI EE 11g
• Platform only upgrades are most common • Oracle BI EE Platform is typically backward compatible with older versions
Analytics Applications, so does not require upgrading the applications • OBIEE 11.1.1.5 upgrades has significant changes in
– Installation – Metadata Model Consistency Checks – Security – Presentation Services
Oracle BI EE 11g
Oracle BI EE 10.1.3.x
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Oracle BI Upgrade Assistant – Orchestrates upgrade across Oracle BI EE (10.1.3.2+)
– Moves appropriate files to right places – Initiates component upgrade routines – Migrates:
• RPD including RPD Users and Groups to WLS LDAP • Presentation Services Webcatalog • Scheduler Schema (Delivers) • BI Publisher Repository • BI Publisher Schema
– Not migrated: Configuration files, Custom style sheets, JavaScript
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Oracle BI Upgrade Assistant
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BI Application Upgrade – Major Stages
Upgrade Data Warehouse schema
Upgrade the Application software OBIEE, Informatica, DAC
Upgrade DAC and Informatica repositories
Migrate Data
Upgrade BI repository Upgrade BI web catalog
Backup/Pre-requisites
Upgrade Transactional Database Schema
Perf
orm
seq
uent
ially
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Web Catalog Upgrade § NO UI based tool to analyze and merge reports/
dashboards § Forward compatible with new BI Presentation
Services releases
Analytics Repository Upgrade § Purposeful 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 & 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 A
dmin
istr
atio
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 Process D
AC
Federated Data Sources Siebel Oracle JDE PSFT EDW
Other
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BI EE Metadata Merge Process Purposeful 3-Way Merge
1. Perform Equalize process to identify renamed objects and to generate upgrade IDs for all objects
2. Perform Equalize process to identify renamed objects and to generate upgrade IDs for all objects
3. Decide how to resolve conflicts, and then merge
4. Remove inconsistencies arising from the conflict resolution decisions
Original.rpd (from the prior release)
Equalized Customized.rpd (Current repository)
Equalized Latest Master.rpd
(latest release)
Merged.rpd Customized.rpd
+ Latest Master.rpd
Remove inconsistencies and test with latest data
Compare, Resolve conflicts Merge Changes
1 2
3
4
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2 Approaches to Application Upgrade Merge vs Re-implement
Re-implement • Reasonable Option when upgrading
from a release several generations ago
• Little History – No SCDs, Snapshots or Balances
• High Tolerance to Loss of History • Customizations under control
– Well Documented – Knowledgeable staff
• Data still intact in the source – Not archived – Not purged
Merge, Resolve, Upgrade • Viable when Upgrading from recent
releases • Retaining History is paramount • Good option for heavily customized
deployments – Customizations are complex and not easy to re-
apply – Customizations followed best practices
• Source Data is archived or purged
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UPGRADING TO OBIEE11G Case Study – Ventura Foods
Informa(on Technology Services
Upgrade to 11g Upgrade Considera(on
E R I
Informa(on Technology Services 23
• Implement GUI to work with Legacy Data & JDE (post migra>on)
• Dashboards help assess impact of FOCUS • Opera>onal Repor>ng
• Build on exis>ng metrics • Incorporate current GUI technology • Build capability for User Created Queries
Project Approach – Strategic View
JDE Rollout Centric Opera>ons Dashboards, Financial
Dashboards, Sales Dashboards, Pre-‐Defined Reports, Pre-‐Defined and Ad hoc Reports
BPM Execu>ve Dashboards, Other
Business Units
BI Data Mining, Analy>cs,
Scenario Planning
Planning Strategic Planning,
Marke>ng, Budge>ng/Planning
Evolu>onary Approach
Focus on Finance, Sales, Ops
• Implement features for Business Performance Management & Evolve to Business Intelligence
• Use itera>ve development to beTer meet user requirements including power users, brokers, suppliers, and customer
6 mon
ths
4 mon
ths 3 mon
ths
3 mon
ths
Support Base JDE Roll Out
Business V
alue & Com
plexity
Time PLC
3 mon
ths
Informa(on Technology Services 24
Current Reporting Architecture and Environment
DataTracker
User Created Reports
User Created Reports
E TL CSV
Files
SQL
JDE TMS (DB2) TPMS (FoxPro)
User Created Reports
Legacy (DB2) Legacy (DB2)
Informa(on Technology Services 25
Single Integrated Platform
Integrated Data Warehouse with user-‐centric divisional marts
JDE
Legacy
TMS, TPMS, HRIS, PLC, Others Other External
Sources such as product data, industry, CBOT,
etc.
Informa(on Technology Services 26
Architectural Options
Hardware (CPU, RAM, Disks)
Opera>ng System
Database
ETL
Data Marts
GUI
IBM i5 Series
AIX
IBM DB2 Enterprise
Inform-‐a>ca
Build
OBIEE11g
ORACLE
BI Apps:
Informa(on Technology Services 27
Upgrade Consideration – Why the Upgrade? • The ra>onale behind for us to upgrade are as follows:
► Most important-‐ beTer “UI” compare to 10g. ► Mobile availability – iPad deployment. ► BeTer integra>on wit BI Publisher – JDE reports dependency. ► Upgrade BI Apps/Data Marts. ► BeTer Skins & Styles in 11g. ► Look and feel of Charts . ► Users input. ( COGNOS and OBIEE 10g)
Informa(on Technology Services 28
Upgrade Consideration - Customization • What happens to any customiza>on done in 10g?
► Metadata in the RPD is migrated to 11g as part of the RPD. ► Metadata in the RPD will be migrated intact which would include all hierarchies ► If the customiza>ons are at the file level like XML message files or Skins and Styles,
then you will need to make those changes within 11g manually. ► How about the addi>onal skins & style customiza>ons for look & feel?
• Skins & Styles will need to be re-‐applied manually in 11g. ► Are the look and feel of Charts affected post upgrade?
• Some aspects of char>ng will change because a new char>ng engine is being deployed under 11g.
► Dashboard and reports editors will be changed -‐ you will need some re-‐training. ► Customiza>on of branding need to be redone as well?
-‐ Take a inventory of all of your customiza>on.
Informa(on Technology Services 29
Upgrade Consideration - Security • How does the security model convert?
-‐ Users and Groups that you may have in your 10g RPD file will be migrated into the Fusion Middleware component which has its own LDAP.
-‐ All securi>es are now maintained and administered in FUSION Middleware -‐ Need to have a good understanding and working knowledge of Web Logic Web
Server
Informa(on Technology Services 30
Upgrade Consideration - Performance • How about the cache in the enterprise environment?
• Need to reset and re-‐load all cache. • The cache files do not get migrated. You will need to re-‐cache your reports and dashboards. • Load up with memory – 12GB looks like what did the trick in our lab semng..
• What happens to customiza>ons in ETL mappings? ETL is not affected. The ETL is external to the upgrade.
Informa(on Technology Services 31
Upgrade Consideration – Common Issues • The Administrator user that existed in 10g no longer exists in 11g.
► Manual re-‐work in this area. We did not find any easy way for conver>ng. ► This is handled through Fusion Middleware Enterprise Manager as well as passwords. ► Should have a good working knowledge of Weblogic. ► Performance is beTer if you have J-‐Rocket java VM.
• Most issues that have had are around consistency checks failing in the RPD and report func>onality not working as before in the catalog. ► Much more rigorous checking
• Memory – Needed far more memory than specified in MTR ► 12 GB seems to do the trick.
Informa(on Technology Services 32
Upgrade Consideration - Timeline • The >me for us to upgrade took about 8 weeks.
► About 2 weeks to migrate and validate all RPDs and Marts. ► About 4 weeks to resolve some specific informa>ca/AIX issue ► 3 weeks of tes>ng. ► 1 Weeks of training and re-‐valida>on.
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UPGRADING BI APPLICATIONS Case Study - The J.M. Smucker Company
The J.M. Smucker Company The J.M. Smucker Company
Upgrade Considerations and Strategies for Oracle Business Intelligence Applications
Vince Fonte – Solution Architect – The J.M. Smucker Company
The J.M. Smucker Company The J.M. Smucker Company
1897 • Founded in 1897 by Jerome M. Smucker"
• Headquartered in Orrville, Ohio"• Leading North American brands"• Family run for five generations"• Commitment to integrity, trust,
and quality"
Background
The J.M. Smucker Company The J.M. Smucker Company
Transformational Growth
$0.0 $1.0 $2.0 $3.0 $4.0 $5.0
FY2001 FY2003 FY2005 FY2007 FY2009 FY2011
Net Sales ($ in Millions)
$615 $1,270 $2,044
$3,758 $4,826
$2,148
The J.M. Smucker Company The J.M. Smucker Company
Agenda • Rationale • Planning • Process • Lessons Learned • Adoption • Summary
The J.M. Smucker Company The J.M. Smucker Company
Rationale • Substantial Business Case to implement Procurement
and Spend subject area. OBIA 7.9.6 was a prerequisite for the business case.
• Procurement and spend subject area would enable development of strategies to leverage our corporate purchases and organizations across the Company
• Update to current version to prepare for the future
The J.M. Smucker Company The J.M. Smucker Company
Planning • Estimation Considerations
– Number of subject areas already implemented and how customized were they?
– Source systems – were they customized, are they upgrading or changing?
– Knowledgeable staff – Solution Architect, ETL, and RPD. Have they been through an upgrade before? Highly recommend adding a solution architect consultant to the project who has been thru an OBIA upgrade before.
• Timeline – 3 months with the following resources
• Resources – 1 Solution Architect – 2-3 ETL Resources – 2-3 RPD Resources
The J.M. Smucker Company The J.M. Smucker Company
Upgrade Process • Reviewed Upgrade Enhancements and changes.
• Prepared database for upgrade and baseline for regression testing.
• Installed Upgrade software.
• Upgraded DAC and Informatica Respository.
• Upgrade (Replace) OBIA RPD and then merge with the existing RPD.
The J.M. Smucker Company The J.M. Smucker Company
Upgrade Process - Continued • Upgrade (Merge) OBI Webcat
• Detail review of data model – Goal was to remove customization made in prior subject areas and use
the out of the box if possible. • Regression Test
• Deploy
The J.M. Smucker Company The J.M. Smucker Company
Lessons Learned • Leverage Experience OBIA Upgrade Resources
– We used Oracle Professional Services consultant as Solution Architect.
• Limit project to the OBIA upgrade only. – We also rolled out Procurement and spend subject area concurrently.
• Limit customization to OBIA subject areas as you roll them out especially the ETL, Data Model, and RPD.
– You will have to re-do them with each upgrade. – Conform to OBIA’s customization process.
• Stay connected with Oracle for patches
• Regression Test - Ensures quality deliverable
The J.M. Smucker Company The J.M. Smucker Company
Adoption • Procurement and Spend subject area has been
very well received and they want more.
• Planning wider rollout of procurement and spend subject area.
The J.M. Smucker Company The J.M. Smucker Company
Summary • Tie upgrade to business need.
• Leverage Experience OBIA Upgrade Resources.
• Limit project to the OBIA upgrade only.
• Stay connected with Oracle for patches
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Q&A
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Useful Links http://download.oracle.com/docs/cd/E21764_01/bi.1111/e16452/toc.htm http://download.oracle.com/docs/cd/E20490_01/bia.7963/e19040/toc.htm
http://download.oracle.com/docs/cd/E12513_01/doc/bic.101/e12652/dacupgrade.htm#CIACAIFJ
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BI Applications Demo Pods
Demo Pod Exhibit Hall (Pod #) Human Resources Analytics Moscone South (S278)
Supply Chain and Order Management Analytics Moscone South (S276)
CRM Analytics Moscone South (S281)
Financial Analytics Moscone South (S279)
Procurement and Spend Analytics Moscone South (S280)
Project Analytics Moscone South (S277)
Oracle EPM and BI Applications Dynamic Duo Moscone West (W134)
BI Applications Hands On Lab (HOL) Transform Oracle Applications Data into Insights with Oracle Business Intelligence Applications
Marriott Marquis - Salon 5/6
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BI Applications Demo Pods – Moscone South
Moscone South Pods:
§ Human Resources Analytics (S278)
§ Supply Chain and Order Management Analytics (S276)
§ CRM Analytics (S281)
§ Financial Analytics (S279)
§ Procurement and Spend Analytics (S280)
§ Project Analytics (S277)
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BI Applications Demo Pods – Moscone West Oracle EPM and BI Applications Dynamic Duo (W134)
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The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statements
51
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