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© 2008 Oracle Corporation – Proprietary and Confidential 1
INSTRUCTIONS FOR USE
• THIS PRESENTATION IS MEANT FOR
TECHNICAL AUDIENCES TO COVER
DETAILED ARCHITECTURE FOR THE
ORACLE BI APPS
© 2008 Oracle Corporation – Proprietary and Confidential 2
NOTES TO SPEAKER
• This presentation is meant for an audience that doesn’t understand
the value of the prebuilt BI Apps / BI & Data Warehousing
• Looking to buy a point solution like DBI, Noetix, etc.
• Thinks they can build their own solution for similar cost with Cognos or
BOBJ
• This is not a product pitch – rather an educational session
• The flow is to argue for a BI App, then argue for a pre-built BI App,
then reinforce the need to look at what it takes to build a world class
BI solution (not just reports)
• There are additional slides in the Backup section. Please use them as
appropriate
• Use the PeopleSoft specific slides and Oracle EBS specific slides as
appropriate for the customer’s source system
© 2008 Oracle Corporation – Proprietary and Confidential 3
OTHER RELATED MATERIALS
• Each application has its own presentation
• Oracle BI Applications Overview
• Oracle Financial Analytics
• Oracle Supply Chain and Order Management Analytics
• Oracle Procurement and Spend Analytics
• Oracle Human Resource Analytics
• Oracle Sales Analytics
• Oracle Service and Contact Center Telephony Analytics
• Oracle Marketing Analytics
• There are presentations for specific topics
• Oracle BI Applications Architecture Overview
• Oracle BI Applications Consolidated Data Model
• Oracle BI Applications Integration with Oracle Applications
© 2008 Oracle Corporation – Proprietary and Confidential 4
© 2008 Oracle Corporation – Proprietary and Confidential 5
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 Statement
<Insert Picture Here>
Oracle BI Applications Architecture
© 2008 Oracle Corporation – Proprietary and Confidential 7
Program Agenda
Overview of Oracle BI Applications
Oracle BI Applications Architecture
Q&A
© 2008 Oracle Corporation – Proprietary and Confidential 8
<Insert Picture Here>
Product Overview
© 2008 Oracle Corporation – Proprietary and Confidential 9
PackagedPackagedETL MapsETL Maps
UniversalUniversalAdaptersAdapters
IVR, ACD, CTIIVR, ACD, CTIHyperionHyperionMS ExcelMS Excel
Other Data SourcesOther Data Sources
Ad-hoc Analysis
ProactiveDetectionand Alerts
MS OfficePlug-in
Reporting & Publishing
Interactive Dashboards
DisconnectedAnalytics
WebServices
Oracle BI ApplicationsMulti-source Analytic Apps Built on BI Suite EE Plus
Oracle BI Apps
built on
Oracle BI EE Plus• Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports
• Common Enterprise Information Model
• Based on industry and analytic best practices
Oracle BI Applications
Sales
Service &
Contact
Center
Marketing
Supply Chain
& Order
Management
Procurement
& SpendFinancials
Human
Resources
© 2008 Oracle Corporation – Proprietary and Confidential 10
Oracle BI ApplicationsMulti-Source Analytics with Single Architecture
AutoAuto Comms& Media
Comms& Media
Complex
Mfg
Complex
Mfg
ConsumerSector
ConsumerSector EnergyEnergy Financial
Services
FinancialServices
HighTech
HighTech
Insurance
& Health
Insurance
& Health
LifeSciences
LifeSciences
Public Sector
Public Sector
Other Operational & Analytic Sources
Source adapters:
Sales MarketingProcurement
& Spend
Supply Chain & Order
Management
HumanResources
PipelineAnalysis
ForecastAccuracy
Sales Team Effectiveness
Up-sell/ Cross-sell
Cycle Times
Lead Conversion
Employee Productivity
Compensation
Compliance Reporting
WorkforceProfile
RetentionAnalysis
Return on Human Capital
Revenue andBacklog
Inventory
FulfillmentStatus
CustomerStatus
Order Cycle Time
BOM Analysis
Direct / Indirect Spend
Buyer Productivity
Off Contract Purchases
Supplier Performance
Purchase Cycle Time
Employee Expenses
Campaign Effectiveness
CustomerInsight
Product Propensity
Loyalty &Attrition
Market Basket Analysis
Campaign ROI
Service &Contact Center
ServiceEffectiveness
Customer Satisfaction
ResolutionRates
Service RepEfficiency
Service Cost
Churn & Service Trends
Oracle BI Suite Enterprise Edition Plus
Travel
& Trans
Travel
& TransTravel
& Trans
Travel
& Trans
Financials
General Ledger
AccountsReceivable
AccountsPayable
Cash Flow
Profitability
Expense
Management
© 2008 Oracle Corporation – Proprietary and Confidential 11
Financial Analytics Components
Pre-mapped metadata, including
embedded best practice calculations and
metrics for financial, executives and other
business users
A “best practice” library of over 360
pre-built metrics, 30 intelligent dashboards,
200+ reports and several alerts for CFO,
Finance Controller, Financial Analyst,
AR/AP Managers and Executives
Pre-built ETL to extract data from over
3,000 operational tables and load it into
the DW, sourced from SAP, PSFT, Oracle
EBS and other sources
Pre-built warehouse with 16 star-schemas
designed for analysis and reporting on
financial analytics
• Presentation layer
• Logical business
model
• Physical sources
1 3
2 4
© 2008 Oracle Corporation – Proprietary and Confidential 12
<Insert Picture Here>
Technical Overview
© 2008 Oracle Corporation – Proprietary and Confidential 13
� Role Based Dashboards
� Analytic Workflow
� Guided Navigation
� Security / Visibility
� Alerts & Proactive Delivery
� Logical to Physical Abstraction Layer
� Calculations and Metrics Definition
� Visibility & Personalization
� Dynamic SQL Generation
� Highly Parallel
� Multistage and Customizable
� Deployment Modularity
� Abstracted Data Model
� Conformed Dimensions
� Heterogeneous Database support
� Database specific indexing
Oracle BI Applications ArchitectureA
dm
inis
trati
on
Meta
data
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
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
© 2008 Oracle Corporation – Proprietary and Confidential 14
Ad
min
istr
ati
on
Meta
data
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
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction Process
DA
C
ETL Overview
• Multiple Approaches to loading source data
• ETL Layered architecture for extract, universal staging and load• Provides isolation, modularity and extensibility
• Architected for performance• All mappings architected with incremental extractions
• Data Warehouse Administration Console (DAC)• Application Administration, Execution and Monitoring
© 2008 Oracle Corporation – Proprietary and Confidential 15
Ad
min
istr
ati
on
Meta
data
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
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
ETL
Load Process
Staging Area
Extraction Process
DA
C
ETL Overview
Load
Load
Extract
Extract
SAPSAPPeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Source Dependent Extract
OtherOtherSiebel Siebel
OLTPOLTPOracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App Layer
ABAP
App Layer
Business AnalyticsBusiness AnalyticsWarehouseWarehouse
© 2008 Oracle Corporation – Proprietary and Confidential 16
Data Extraction and Load Process
Load
Load
Extract
Extract
SAPSAPPeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Extract
OtherOtherSiebel Siebel
OLTPOLTPOracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App Layer
ABAP
App Layer
Business AnalyticsBusiness AnalyticsWarehouseWarehouseExtract
� Source-specific and Universal
Business Adapters
� Expose simplified business
entities from complex source
systems
� Converts source-specific data to
universal staging table format
� Lightweight and designed for
performance, parallelism
� Extensible
© 2008 Oracle Corporation – Proprietary and Confidential 17
Data Extraction and Load Process
Load
Load
Extract
Extract
SAPSAPPeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Source Dependent Extract
OtherOtherSiebel Siebel
OLTPOLTPOracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App Layer
ABAP
App Layer
Business Analytics Business Analytics WarehouseWarehouse
Extraction Modes� Direct Database Access
� Oracle EBS
� Siebel CRM
� PowerConnect technology
� SAP R/3
� PeopleSoft Enterprise
� Universal Business Adapters
� Used for sources with no pre-
packaged business adapter
� Transforms and loads data from
universal sources through a flat file
interface
� Supply flat file(s) or tables meeting
a defined standard format
� Reduces implementation and
maintenance significantly
compared to building full ETL
solution from scratch
© 2008 Oracle Corporation – Proprietary and Confidential 18
Data Extraction and Load Process
Load
Load
Extract
Extract
SAPSAPPeopleSoftPeopleSoft
Source Independent Load
Staging TablesStaging Tables
Source Dependent Extract
OtherOtherSiebel Siebel
OLTPOLTPOracleOracle
PowerConnect
PowerConnect
SQL
SQL
SQL
SQL
App Layer
ABAP
App Layer
Business AnalyticsBusiness AnalyticsWarehouseWarehouse
Source Independent Layer
� Encapsulates warehouse load logic
� Handles:
� Slowly changing dimensions
� Key lookup resolution /
surrogate key generation
� Insert/update strategies
� Currency conversion
� Data consolidation
� Uses Bulk Loaders on all db
platforms
© 2008 Oracle Corporation – Proprietary and Confidential 19
Source Independent LoadSource Independent Load
(SIL)(SIL)Source Dependent ExtractSource Dependent Extract
(SDE)(SDE)
UniversalStaging
Area
UniversalStaging
Area
So
urc
e In
dep
en
de
nt
So
urc
e In
dep
en
de
nt
Ma
pp
let
Ma
pp
let
Bu
sin
ess
Co
mp
on
en
tB
us
ine
ss
Co
mp
on
en
tM
ap
ple
tM
ap
ple
t
So
urc
e A
dap
ter
So
urc
e A
dap
ter
Ma
pp
let
Ma
pp
let
Business Analytics
Warehouse
Business Analytics
Warehouse
PLP
mplt
mplt
mplt
Siebel
Oracle
SAP R/3
PSFT
EDW
Other
Fed
era
ted
Da
ta S
ou
rces
Fed
era
ted
Da
ta S
ou
rces
Post Load Process –Designed to build
Aggregates on Base Fact Tables
Each record is stamped with Source ID
ETL Component Architecture
© 2008 Oracle Corporation – Proprietary and Confidential 20
Oracle EBS Oracle EBS
Source TableSource TableSource QualifierSource Qualifier Expression Expression
TransformationTransformationMapplet output to Mapplet output to
Extract MappingExtract Mapping
ETL Mapping Example – Product DimensionBusiness Component Mapplet for Oracle Applications
Source
© 2008 Oracle Corporation – Proprietary and Confidential 21
Business Component Business Component
Mapplet for Oracle EBSMapplet for Oracle EBS
Product MasterProduct Master
Source Adapter Source Adapter
MappletMappletTemporary Temporary
Staging TableStaging Table
ETL Mapping Example – Product DimensionExtract Mapping (to Temporary Staging) for Oracle
Applications Source
© 2008 Oracle Corporation – Proprietary and Confidential 22
Temporary Staging Temporary Staging
Tables (Product Master)Tables (Product Master)Source Source
QualifierQualifierExpression Expression
TransformationTransformationUniversalUniversal
Staging TableStaging Table
ETL Mapping Example – Product DimensionExtract Mapping (Temporary Staging to Final Staging)
for Oracle Applications Source
© 2008 Oracle Corporation – Proprietary and Confidential 23
Universal Staging Universal Staging
TableTable
Source Source
QualifierQualifierW_PRODUCT_DW_PRODUCT_DData Warehouse Data Warehouse
TableTable
Source Independent Source Independent
Load (SIL) MappletLoad (SIL) Mapplet
ETL Mapping Example – Product DimensionLoad Mapping for Oracle Applications Source
© 2008 Oracle Corporation – Proprietary and Confidential 24
ETL Mapping Example – Product DimensionConfiguration Example – ROW_WID (Primary Key)
• Flexibility of Configuration
• Configuration of grain of data for facts/dimensions easily possible
© 2008 Oracle Corporation – Proprietary and Confidential 25
ETL Mapping Example – Product DimensionConfiguration Example – Slowly Changing
Dimension
© 2008 Oracle Corporation – Proprietary and Confidential 26
Incremental Extraction and LoadThe Logic Behind incremental ETL
• A variety of strategies used to optimize incremental extracts and loads
• Overall Philosophy – Extract incrementally if possible, else load incrementally
• Siebel
• Use a combination of a date window and rowid comparisons
• Oracle
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• PeopleSoft
• Use a date window and last update dates for extraction wherever possible
• SAP
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• Certain dimensions are fully extracted and but updates on target are controlled
© 2008 Oracle Corporation – Proprietary and Confidential 27
Incremental Extraction and LoadHow Last Minute Changes Are Captured
• Mostly one set of Mappings for both Initial and Incremental Loads
• Incremental extract will pick up the data that has been created/updated since the last extract date
• No need not worry about last minute changes• Changes before the extract mapping runs, will be picked up in the current run
• Changes after that will be picked up in the next run
• Controlled through DAC, Parameter “Prune Days”• Allows to go back "n" number of days since the last extract which will ensure that last minute changes have been picked up.
© 2008 Oracle Corporation – Proprietary and Confidential 28
Incremental Extraction and Load DAC Parameter Setting for Prune Days
© 2008 Oracle Corporation – Proprietary and Confidential 29
Data Warehouse Administration Console (DAC)Strong Competitive Differentiator
• For warehouse developers and ETL Administrator
• Metadata driven “ETL orchestration tool”
• Application Configuration
• Execution & Recovery
• Monitoring
• Allows:
• Pin-point deployment
• Load balancing / parallel loading
• Reduced load windows
• Fine-grained failure recovery
• Index management
• Database statistics collection
© 2008 Oracle Corporation – Proprietary and Confidential 30
Physical Data Model OverviewA
dm
inis
trati
on
Meta
data
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 ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
Data Warehouse /Data Model
• Integrated enterprise-wide data warehouse built with conformed dimensions
• Allows modular deployment
• Lowest grain of information
• Prebuilt Aggregates to support navigation from Summary to details
• Tracks historical changes
• Implemented and optimized for Oracle, SQL Server, IBM UDB/390, Teradata
© 2008 Oracle Corporation – Proprietary and Confidential 31
Features:
• Conformed dimensions
• Transaction data stored in most
granular fashion
• Tracks full history of changes
• Prebuilt and extensible
• Built for speed
Benefits:
• Enterprise-wide business analysis
(across entire value chain)
• Access summary metrics or drill to
lowest level of detail
• Accurate historical representations
Serv
ice
Serv
ice
Customers
Sale
sS
ale
s
Mark
eti
ng
Mark
eti
ng
Dis
trib
uti
on
Dis
trib
uti
on
Fin
an
ce
Fin
an
ce
HR
/ W
ork
forc
eH
R /
Wo
rkfo
rce
Op
era
tio
ns
Op
era
tio
ns
Pro
cu
rem
en
tP
rocu
rem
en
t
Customers
Customers
Suppliers
Suppliers
Suppliers
Common Enterprise Information Data Model
© 2008 Oracle Corporation – Proprietary and Confidential 32
ProductsProducts
DimensionDimension
TimeTime
DimensionDimensionSupply Chain & Order Supply Chain & Order
Management AnalyticsManagement Analytics
Q. How many of my top customers bought products from my worst suppliers?
Q. How many of my top customers bought products from my worst suppliers?
Sales Orders
Fact Table
Dim TableDim TableDim TableDim TableDimensionDimension
TablesTables
Support for Cross-Functional AnalysisPre-requisite of common conformed dimensions
Procurement and Spend Procurement and Spend
AnalyticsAnalytics
Purchase
Orders
Fact Table
Dim TableDim TableDim TableDim TableDimensionDimension
TablesTables
© 2008 Oracle Corporation – Proprietary and Confidential 33
Oracle BI Apps: Selected Key EntitiesUnified multi-source data model
Conformed Dimensions
� Customer� Products� Suppliers� Cost Centers� Profit Centers� Internal Organizations� Customer Locations� Customer Contacts� GL Accounts� Employee� Sales Reps� Service Reps� Partners� Campaign� Offers� Ledger
Conformed Dimensions
� Customer� Products� Suppliers� Cost Centers� Profit Centers� Internal Organizations� Customer Locations� Customer Contacts� GL Accounts� Employee� Sales Reps� Service Reps� Partners� Campaign� Offers� Ledger
Sales� Opportunities� Quotes� Pipeline
Order Management� Sales Order Lines� Sales Schedule Lines� Bookings� Pick Lines� Billings� Backlogs
Marketing� Campaigns� Responses� Marketing Costs
Supply Chain� Purchase Order Lines� Purchase Requisition Lines� Purchase Order Receipts� Inventory Balance� Inventory Transactions
Finance� Receivables � Payables � General Ledger� COGS
Sales� Opportunities� Quotes� Pipeline
Order Management� Sales Order Lines� Sales Schedule Lines� Bookings� Pick Lines� Billings� Backlogs
Marketing� Campaigns� Responses� Marketing Costs
Supply Chain� Purchase Order Lines� Purchase Requisition Lines� Purchase Order Receipts� Inventory Balance� Inventory Transactions
Finance� Receivables � Payables � General Ledger� COGS
Call Center� ACD Events
� Rep Activities
� Contact-Rep Snapshot
� Targets and Benchmark
� IVR Navigation History
Service� Service Requests� Activities� Agreements
Workforce� Compensation� Employee Profile� Employee Events
Pharma� Prescriptions� Syndicated Market Data
Financials� Financial Assets� Insurance Claims
Public Sector� Benefits� Cases� Incidents� Leads
Call Center� ACD Events
� Rep Activities
� Contact-Rep Snapshot
� Targets and Benchmark
� IVR Navigation History
Service� Service Requests� Activities� Agreements
Workforce� Compensation� Employee Profile� Employee Events
Pharma� Prescriptions� Syndicated Market Data
Financials� Financial Assets� Insurance Claims
Public Sector� Benefits� Cases� Incidents� Leads
Modular DW Data Model includes:
~350 Fact Tables
~550 Dimension Tables
~5,200 prebuilt Metrics
(2,500+ are derived metrics)
~15,000 Data Elements
Modular DW Data Model includes:
~350 Fact Tables
~550 Dimension Tables
~5,200 prebuilt Metrics
(2,500+ are derived metrics)
~15,000 Data Elements
© 2008 Oracle Corporation – Proprietary and Confidential 34
Types of Fact Tables• All base facts are based on single business function, e.g. Sales Order Lines, Sales Cycle Lines, etc.
• Types of Fact Tables• Transactional Facts
• Mirror of transactional data from the source
• Lowest atomic grain of each transactional record
• E.g. Employee Events Fact, Order Lines Fact• Snapshot Facts
• Snapshot of balances across time
• E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and AP aging snapshots & Opportunity Pipeline
• Cycle Lines Facts
• Derived from multiple fact tables, typically store process cycle times
• E.g. Sales Order Cycle Lines, Purchase Cycle Lines• State Transition Facts
• Required for specialized transition count metrics
• Customer State transitions (# New, # Inactive customers, etc)• Aggregate Facts
• Performance enhancement on key metrics
• E.g. Payroll Aggregate (out of box Monthly, but configurable to other grains)
© 2008 Oracle Corporation – Proprietary and Confidential 35
Business Process Conformance
• Native source specific transaction types are
transformed and appended to standardized
warehouse codes
• Standardized warehouse codes are superset of all
supported sources
• Native source specific transaction types are retained
for source specific analysis
• E.g. Ethnic Codes, HR Event Types, Credit Memo, Debit
Memo types
© 2008 Oracle Corporation – Proprietary and Confidential 36
Business Process ConformanceExample: Accounts Receivable Process
Standard Warehouse
Code
Invoice Invoice and Payment
Schedules
Invoice items AR documents with DR
document type
CR Memo/DR Memo CR Memo and DR Memo CR Memo and DR Memo
items
AR documents with DA
document type
Payments Cash Receipts etc. Payments/ Deposits AR documents with DA
document type and ‘A’
as special indicator
Payment Applications Cash/CR Memo
applications/Adjustments
Payment Item Activities AR documents with DZ
document type
Other All other types of
transactions
BI/AR: All other types of
items
All other types of AR
documents
© 2008 Oracle Corporation – Proprietary and Confidential 37
Business Process ConformanceExample: Accounts Receivable Process
• All source transaction type code values are stored and appended with standardized warehouse codes
• All higher layers in the architecture and metrics use same standardized warehouse codes
• Stored source transaction type code values enables integration back into each transactional system
TYPE
CODETYPE_DESC WAREHOUSE CODE
O Credit memo Credit Memo
4 Credit memo list Credit Memo
S Credit memo cancellation Credit Memo Cancellation
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo
5 Intercompany invoice Intercompany Invoice
N Invoice cancellation Invoice Cancellation
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice
TYPE CODE TYPE_DESC WAREHOUSE CODE
Credit Memo Credit Memo Credit Memo
On-Account Credit On-Account Credit Credit Memo
Debit Memo Debit Memo Debit Memo
Debit note Debit note Debit Memo
Invoice Invoice Standard Invoice
Contra Contra Standard Invoice
© 2008 Oracle Corporation – Proprietary and Confidential 38
Business Process ConformanceExample: Employee FLSA Status Derivation Process
• All source FLSA Status code values are stored and appended with standardized warehouse codes
• All higher layers in the architecture and metrics use same standardized warehouse codes
• Stored source FLSA Status code values enables integration back into each transactional system
TYPE
CODETYPE_DESC WAREHOUSE CODE
N Nonexempt Non-Exempt
E Executive Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt
TYPE CODE TYPE_DESC WAREHOUSE CODE
NEX Non Exempt Non-Exempt
EX Exempt Exempt
© 2008 Oracle Corporation – Proprietary and Confidential 39
Enhanced Multi Currency Support
• BI Apps Physical Data Model stores and supports 5 currencies
• Document Currency – the currency of the transaction
• Local Currency - the base currency of your ledger, the currency in which your accounting entries are recorded in
• Global Currencies – common currencies used
• OOTB support for three global currencies (Global1, Global2, Global3)
• Default currency for all reporting is Global1
• Every amount from source system is loaded into Document Currency amount and Local Currency amount
• Exchange rates sourced from source system to load each of the 3 global currencies
• All currency amounts are stored as persisted calculations
• Currency conversion is done at ETL time
© 2008 Oracle Corporation – Proprietary and Confidential 40
Multiple Calendar Support
• Supports Gregorian and Fiscal hierarchies out of the
box
• Allows configuration of fiscal calendar, e.g. 4-4-5
• Configuration to support multiple fiscal hierarchies
depending on user profile
• Requires Initialization block to read user profile
• Dynamically use the appropriate calendar table
• CRM OnDemand implementation supports twelve fiscal
calendars
© 2008 Oracle Corporation – Proprietary and Confidential 41
Localization / Globalization
• Dynamic Language Conversion (translation to 28
languages)
• Arabic, Chinese (Simplified), Chinese (Traditional), Croatian,
Czech, Danish, Dutch, English, Finnish, French, German, Greek,
Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian,
Polish, Portuguese (Brazilian), Portuguese (European),
Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish
• Codepage / Unicode support
• Dynamic Time Zone translations
• All timestamps are stored in warehouse stored as UTC
• Custom labeling and naming support / Flex Field
Naming
• Column Names can be dynamically named
© 2008 Oracle Corporation – Proprietary and Confidential 42
Data Integration – Multi Source Loads
• Segregation and Lineage captured in data model
• Source data keys, comprised of:
INTEGRATION_ID
+
DATASOURCE_NUM_ID
Part no. Plant id
+
‘SAPJapan’‘MT27907b’ ‘NW3’
+
SAP ‘MATNR ~ MANDT’
Oracle EBS ‘item_id ~ organization_id
Example: Key_id for Products dimensionExample: Key_id for Products dimension
© 2008 Oracle Corporation – Proprietary and Confidential 43
Business Process Outsourcing SupportOracle BI Apps supports multi-tenant concept
• Unique Enterprise Multi-Source data model• Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources
• Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems
• Enables a variety of deployment, data segregation / separation strategies within the same data warehouse
End Customer Data Sources
BPO Customer 1 PSFT HR 8.8 North America instance
BPO Customer 1 PSFT HR 8.8 European instance
BPO Customer 2 Oracle EBS 11i10 HR instance
© 2008 Oracle Corporation – Proprietary and Confidential 44
Server Repository OverviewA
dm
inis
trati
on
Meta
data
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic
Workflows
Direct
Access to
Source
Data
Data Warehouse /Data Model
ETL
Load Process
Staging Area
Extraction Process
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
Metrics / KPIs
Logical Model / Subject Areas
Physical Map
Oracle BI
Server
• Multi-layered Abstraction
• Prebuilt Metrics/Dimensions
• Prebuilt hierarchy drills and cross
dimensional drills
• Prebuilt Aggregate navigation
• Multi-pass complex calculated
Metrics / KPIs
• Federation of queries
• Visibility & Personalization
• Prebuilt Security inherited from
Oracle EBS, PeopleSoft, Siebel
CRM
© 2008 Oracle Corporation – Proprietary and Confidential 45
Metrics and Calculations
• The applications provide several complex metrics defined logically
with an expression builder
• Share base (e.g. % share of one product sales over all products sales)
• Indexes (e.g. this division’s performance as a ratio of all divisions)
• Cross subject area metrics (across Finance and HR, e.g. Revenue per
employee)
• Variances (e.g. Budget vs Actual)
• Time series metrics
• MTD/YTD/Running balances/MAVG (e.g. Revenue Chg % YTD)
• Period Ago Metrics (e.g. Revenue YAGO)
• Snapshot at any point of time support (e.g. # Open Service Requests)
All of these are done logicallywithout adding data model/ ETL complexity
© 2008 Oracle Corporation – Proprietary and Confidential 46
OBI EE Plus vs BI Applications
Oracle Business Intelligence Enterprise Edition Plus
Oracle Business Intelligence Applications – Prebuilt Metadata
© 2008 Oracle Corporation – Proprietary and Confidential 47
BI Applications – Prebuilt Metadata ExamplePhysical to Business Model Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 48
BI Applications – Prebuilt Metadata Example Business Model to Presentation Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 49
BI Applications – Prebuilt Metadata ExampleInventory Compound Metrics- Inventory Turns
Example
• Flexibility of configuring derived calculation expressions
© 2008 Oracle Corporation – Proprietary and Confidential 50
BI Applications – Prebuilt Metadata ExampleHierarchies – Plant Location Example
© 2008 Oracle Corporation – Proprietary and Confidential 51
BI Applications – Prebuilt Metadata ExampleRich Dimensional Attributes
© 2008 Oracle Corporation – Proprietary and Confidential 52
Web Catalog OverviewA
dm
inis
trati
on
Meta
data
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
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
Oracle BI
Presentation
Services
Dashboards by Role
Reports, Analysis / Analytic
Workflows
• Role based dashboards
• Prebuilt Reports/Dashboards
• Guided Navigation
• Conditional navigational links
• Analytic Workflows
• Alerts
• Highlighting
• Action Links to Oracle EBS,
PeopleSoft, Siebel CRM
© 2008 Oracle Corporation – Proprietary and Confidential 53
Dashboard
Pages
Roles
Performance
Measures
Reports based on
Multiple Sources
Flexible
View Selectors
Prebuilt Reports
with over 5200 metrics
Conditional Navigation
Highlighting
Guided
Navigation
Example: Role Based Dashboard
© 2008 Oracle Corporation – Proprietary and Confidential 54
Even more metric value under the surface
Measures from physical columns in data warehouse
Aggregations, time series calculations and derived calculated measures extend physical measures
Subset of logical measures are exposed in presentation layer
Not all measures in presentation layer used in reports & dashboards
Metrics in Logical Layer
Metrics in Physical Warehouse
Metrics in Subject Areas
Metrics used in Reports &
Dashboards
© 2008 Oracle Corporation – Proprietary and Confidential 55
Analytic WorkflowsDirected analysis helps inexpert users
Guided Navigation
• Enables users to quickly navigate a standard path of analytical discovery
specific to their function and role
• Enhances usability and lowers learning curve for new users
Conditional Navigation
• Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attention
• Guides users to next logical step of analytical discovery
© 2008 Oracle Corporation – Proprietary and Confidential 56
Analytic Workflows – Financial Analytics
Business
Objectives /
Issues
Gain
Insights
Take ActionTarget collection efforts to
reduce overdue balances
Drill to
Overdue Invoice Detail
Who are the Customers
and Collectors?
How long is the
underlying Overdue
Balance pending?
Is Overdue Balances
trending up?
Is DSO on target?
Maximize Cash Flow
Drill to
Due Balances by Region
What is the aging of
Due Balances?
Are Payment Terms
in compliance?
Is DPO on target?
• Business Function:Receivables
• Role:Director, Credits & Collections
• Objectives:
• 1) Maximize Cash Flow
• 2) Control Risk of
Receivables Portfolio
© 2008 Oracle Corporation – Proprietary and Confidential 57
Analytic Workflows – Financial Analytics
Target collection efforts
to reduce overdue
balances
How long is the
underlying overdue
balance pending?
Maximize cash flow
Drill to
Detail
Business
Objectives/
Issues
Gain
Insights
Take
Action
Who are the customers?
Drill to
overdue invoice detail
Is overdue balances
trending up?
Is DSO on target?
© 2008 Oracle Corporation – Proprietary and Confidential 58
Navigate from Analytical to Operational Insight to Action via Action Links
• Seamless navigation from analytical information to
transactional detail while maintaining context
• Works with Oracle EBS, Siebel CRM, PeopleSoft
Action Links
© 2008 Oracle Corporation – Proprietary and Confidential 59
Flexfield and Value Set Integration
• Key Flexfields (KFFs)
• Accounting Flexfield (GL#)
• Territory Flexfield (CT#)
• Item Categories (MCAT)
• HR Position (POS)
• HR Job (JOB)
• HR Pay Grade (GRD)
• Descriptive Flexfields (DFFs)
• Stored in data warehouse extension columns
• E.g. GL Account attribute fields
• Value Set Hierarchy
• Extract hierarchical relationships of Value Sets
© 2008 Oracle Corporation – Proprietary and Confidential 60
Deployment Options
Standalone Interactive Dashboards BI in a Portal via JSR-168/WSRP
© 2008 Oracle Corporation – Proprietary and Confidential 61
Deployment OptionsEmbedded Directly in Applications
Siebel
E-Business Suite PeopleSoft
© 2008 Oracle Corporation – Proprietary and Confidential 62
Oracle BI Apps Security IntegrationTight security integration with Oracle Applications
Oracle BI
Foundation
Right content shown to the right user
Supports iPlanet, Novell, MSFT AD,
Oracle Identity Directory (OID), and others
Tightly integrated security modelObject
SecurityUser
SecurityData
Security
Oracle BI Applications
Sales
Service &
Contact
Center
Marketing
Supply Chain
& Order
Management
Procurement
& SpendFinancials
Human
Resources
© 2008 Oracle Corporation – Proprietary and Confidential 63
User SecurityHow do I get in?
• Oracle BI EE Security Based Authentication• Defines and stores user information in the RPD
• LDAP Authentication• Stores information from the LDAP server in session variables
• External Table Authentication• Maintains list of users in an external database
• Database Authentication• Authenticates users through database logins
• Single Sign-On (SSO)• Provides an open interface to enable web integration with SSO products
UserSecurity
© 2008 Oracle Corporation – Proprietary and Confidential 64
Web
Browser
Example: Single Sign-On with Oracle
E-Business Suite Applications
Oracle EBS Oracle BIuser
UserSecurity
validate session via the ICX cookie
establish connection with Oracle EBS
navigate to
3
log in once
store ICX session cookie in browser
1
2
4
5
drill back to Oracle EBS via Action Links
6
© 2008 Oracle Corporation – Proprietary and Confidential 65
Object SecurityWhat parts of the application can you see?
• Business Logic Object Security
ObjectSecurity
Presentation LayerPresentation Layer
Physical LayerPhysical Layer
Semantic Object LayerSemantic Object Layer
• Query Blocking
• Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query
Controls access to
Subject Areas, Tables
and Columns
Limits access to
Dashboards, Reports
and Web Folders
• Web Object Security
© 2008 Oracle Corporation – Proprietary and Confidential 66
Object Security for Siebel, EBS
and PeopleSoft
Responsibility/Role
: Order Management
Manager
Dashboards:Order Management
Order Fulfillment
is assigned
Associated with Web Catalog Group: Order Management Manager
User: OM Manager
ObjectSecurity
is associated with
Associated with Security Group:Order Management Manager
Subject Areas:Sales - Order Lines
Sales - Orders, Backlog and
Invoices
© 2008 Oracle Corporation – Proprietary and Confidential 67
Data Security for EBSWhat data can you see?
• Multi-Org data access support with
Oracle E-Business Suite applications:
• Operating Unit
• Inventory Organization
• Business Group
• Company Org
• Ledger/ Set of Books
• Position
• HR Security Profile
Data Security
© 2008 Oracle Corporation – Proprietary and Confidential 68
Data Security for EBSExample: Responsibility and Inventory Org
relationship in Oracle E-Business Suite
Data Security
Responsibility
Inventory
Organization
assigned to
associated with
user
© 2008 Oracle Corporation – Proprietary and Confidential 69
Data Security for EBSExample: Inventory Org Based Security in Oracle BI
Data Security
Oracle
E-Business
Suite
log in
user
retrieve Inventory Orgs based on FND_USER tables
Oracle BI
show data based on security group filters
3
1
2
© 2008 Oracle Corporation – Proprietary and Confidential 70
Web Catalog Upgrade
� UI based tool to analyze and merge
reports/dashboards
� Forward compatible with new BI
Presentation Services releases
Analytics Repository Upgrade
� Automated 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 MethodologyA
dm
inis
trati
on
Meta
data
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
DA
C
Federated Data Sources
SiebelOracle SAP R/3 PSFT EDW
Other
© 2008 Oracle Corporation – Proprietary and Confidential 71
Build from Scratchwith Traditional BI Tools
Oracle BI Applications
Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others
Prebuilt DW design, adapts to your EDW
Role-based dashboards and thousands of pre-defined metrics
Easy to use, easy to adapt
Weeks or Months
Back-end ETL andMapping
DW Design
Define Metrics& Dashboards
Back-end ETL andMapping
DW Design
Define Metrics& Dashboards
Training / Roll-out
Training / Rollout
Quarters or Years
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis
Speeds Time To Value and Lowers TCOOracle BI Applications
�Faster deployment
�Lower TCO
�Assured business value
© 2008 Oracle Corporation – Proprietary and Confidential 72
Typical Effort & Customization balance
Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc.
Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc.
Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc.
Additional dashboards and reports, guided and conditional navigations, iBots, etc.
Level of
EffortDegree of
Customization
Easy
Moderate
Intermediate
Involved
Dashboards & Reports
OBIEE Metadata
DW Schema
ETL
© 2008 Oracle Corporation – Proprietary and Confidential 73
© 2008 Oracle Corporation – Proprietary and Confidential 74
<Insert Picture Here>
BACKUP SLIDES
© 2008 Oracle Corporation – Proprietary and Confidential 75
ETL
© 2008 Oracle Corporation – Proprietary and Confidential 76
Example: Employee Dimension populated
from PeopleSoft
SDE_PSFT_EmployeeDimension_PhonesSDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_AddressesSDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1SDE_PSFT_EmployeeDimension_Biography1
SDE_PSFT_EmployeeDimension_Biography2SDE_PSFT_EmployeeDimension_Biography2
SDE_PSFT_EmployeeDimension_JobInformationSDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimensionSDE_PSFT_EmployeeDimension
SIL_EmployeeDimensionSIL_EmployeeDimension
W_EMPLOYEE_DW_EMPLOYEE_D
© 2008 Oracle Corporation – Proprietary and Confidential 77
Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Phones
PeopleSoft Source
BC maplet
(see below)
Expression
Transformation
Temporary Staging
Table
PeopleSoft
Source TableSource Qualifier
Expression
Transformation
Maplet output to
Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 78
Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Addresses
PeopleSoft Source
BC maplet
(see below)
Expression
Transformation
Temporary Staging
Table
PeopleSoft
Source TableSource Qualifier
Expression
Transformation
Maplet output to
Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 79
Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Biography1
PeopleSoft Source
BC maplet
(see below)
Expression
Transformation
Temporary Staging
Table
PeopleSoft
Source TablesSource Qualifier
Expression
Transformation
Maplet output to
Extract Mapping
Lookup
Procedures
© 2008 Oracle Corporation – Proprietary and Confidential 80
Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Biography2
PeopleSoft Source
BC maplet
(see below)
Expression
Transformation
Temporary Staging
Table
PeopleSoft
Source TableSource Qualifier
Expression
Transformation
Maplet output to
Extract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 81
Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_JobInformation
PeopleSoft Source
BC maplet
(see below)
Expression
Transformation
Temporary Staging
Table
PeopleSoft
Source TableSource Qualifier
Expression
Transformation
Maplet output to
Extract Mapping
Lookup
Procedures
© 2008 Oracle Corporation – Proprietary and Confidential 82
Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension
PeopleSoft
Source TableExpression
Transformation Temporary Staging
Table
Source Qualifier
maplet
© 2008 Oracle Corporation – Proprietary and Confidential 83
Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension
Expression
Transformation
Input to Maplet
(from above)
Expression
Transformation
Maplet output to
Extract Mapping
Lookup
Procedures
© 2008 Oracle Corporation – Proprietary and Confidential 84
Employee Dimension populated from PeopleSoftSIL_EmployeeDimension
© 2008 Oracle Corporation – Proprietary and Confidential 85
Employee Dimension populated from PeopleSoftSIL_EmployeeDimension_SCDUpdate
Source Definition
Expression
Transformation
Filter (SCD logic)
Source Qualifier
Target Definition
© 2008 Oracle Corporation – Proprietary and Confidential 86
Example of ETL AdapterBusiness Component for Oracle EBS Purchase Order Lines Fact
• Reusable and part of extract mapping
• Isolates customers from dealing with source system complexity
Oracle EBS PO Source Oracle EBS PO Source
Tables Tables Source Source
QualifierQualifierExpression Expression
TransformationTransformation
Mapplet output to Mapplet output to
Extract MappingExtract Mapping
© 2008 Oracle Corporation – Proprietary and Confidential 87
Example of ETL Adapter…Contd.Source Dependent Extract (SDE) mappings
for Purchase Order Lines Fact
• Allows to keep all source specific logic in the extract layer
• Allows to keep data extracts separate from data loads
Flat File Source (for PO Flat File Source (for PO
fact)fact)Source Source
QualifierQualifierExpression Expression
TransformationTransformationUniversal Staging Universal Staging
TableTable
Universal Source
Business Component Business Component
Mapplet (for PO Fact)Mapplet (for PO Fact)Source AdapterSource Adapter
MappletMappletExpression Expression
TransformationTransformationUniversal Staging Universal Staging
TableTable
Oracle EBS
© 2008 Oracle Corporation – Proprietary and Confidential 88
Example of ETL Adapter…Contd.Source Independent Load (SIL) mapping for
Purchase Order Lines Fact
Universal Staging Universal Staging
TableTableExpression Expression
TransformationTransformationW_PURCH_ORDER_FW_PURCH_ORDER_F
Data Warehouse TableData Warehouse TableSource Independent Source Independent
(SIL) Mapplet(SIL) Mapplet
• Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal)
• Provides the ability to deliver new adapters quickly
• Helps customers to add new legacy sources easily with minimum efforts
© 2008 Oracle Corporation – Proprietary and Confidential 89
PeopleSoft Trees
© 2008 Oracle Corporation – Proprietary and Confidential 90
PeopleSoft Tree Support via ETL
• Challenge
• Tree structures require recursive joins
• Relational BI technologies do not support this
• Approach
• Import tree structures into metadata
• Flatten structures via ETL
• Use a star schema for data storage
• Define hierarchies instead of nodes
This is accomplished using the provided ETL technology as part of the pre-built BI
Applications – using concept of an application source rather than a relational source
© 2008 Oracle Corporation – Proprietary and Confidential 91
Importing Records
© 2008 Oracle Corporation – Proprietary and Confidential 92
Importing PeopleSoft Pages
© 2008 Oracle Corporation – Proprietary and Confidential 93
Importing PeopleSoft Trees
© 2008 Oracle Corporation – Proprietary and Confidential 94
Action Links
© 2008 Oracle Corporation – Proprietary and Confidential 95
Tight Integration with Oracle ApplicationsAction Links navigate from analytical to operational
• Action Links
• Seamless navigation from analytical information to transactional
detail while maintaining context
• Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise
© 2008 Oracle Corporation – Proprietary and Confidential 96
© 2008 Oracle Corporation – Proprietary and Confidential 97
© 2008 Oracle Corporation – Proprietary and Confidential 98
© 2008 Oracle Corporation – Proprietary and Confidential 99
© 2008 Oracle Corporation – Proprietary and Confidential 100
Action Link configuration for Oracle
EBS
• Identify the Oracle E-Business Suite Application page/function
that you want to link to. Obtain the function_id of that page and
identify the query string parameters required by that page. This
will have to be done by going through Oracle E-Business Suite
documentation
• Identify the Oracle E-Business Suite table that will support the
parameters needed for the Oracle E-Business Suite function
(page) that you want to build an Action link to and create this
physical table in the Oracle E-Business Suite OLTP schema as
an opaque view
• Action Link is dynamically generated by calling the
FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL() function
in the Oracle E-Business Suite Database Schema
© 2008 Oracle Corporation – Proprietary and Confidential 101
Action links between Analytics reports
and Siebel CRM
• Direct navigation from record to transactional while
maintaining context
• Java script in Siebel Analytics issues SWE command
to navigate to given view and query for ROW_ID of
record in given applet
© 2008 Oracle Corporation – Proprietary and Confidential 102
Action Links Configuration for Siebel CRM
© 2008 Oracle Corporation – Proprietary and Confidential 103
Action Link configuration for
PeopleSoft Enterprise
• Create a URL Id for the path to the PIA component in the PSURLDEFN table in EPM. Add a forward slash to the beginning of the string. Make sure that all the search key fields are on the string and their parameter values are denoted as :1, :2 etc depending on the number of keys of that component
• In the OBIEE Administration tool, create an Initialization Block and a Session Variable that we will use to create the URL for the source system. We need to create an Init Block. for each drill-down PIA page
• Create a new logical column and use as action link
© 2008 Oracle Corporation – Proprietary and Confidential 104
Security
© 2008 Oracle Corporation – Proprietary and Confidential 105
Example: External Table Authentication
with Siebel CRM Applications
user
UserSecurity
log in
1
execute “Authentication”Init Block
2
3
authenticate username and password
Web
BrowserOracle BI Siebel CRM
Application DB
Table S_USER
© 2008 Oracle Corporation – Proprietary and Confidential 106
Example: Single Sign-On with Siebel
CRM Applications
user
UserSecurity
Web
BrowserSiebel CRM Oracle BI
establish connection using NQHOST parameter
3
log in once
1
integrate via symbolic URL infrastructure
2
4
drill back to Siebel CRM via Action Links
© 2008 Oracle Corporation – Proprietary and Confidential 107
Example: Role Identification with
PeopleSoft
ObjectSecurity
PeopleSoft
user
Oracle BI
show objects based on matching object security group
3
log in
1
fetches roles from PSROLEUSER via session init block
2
© 2008 Oracle Corporation – Proprietary and Confidential 108
Data Security for Siebel CRMWhat data can you see?
• Data Security support with Siebel CRM
Applications:
• Position
• Owner
• Organization
Data Security
© 2008 Oracle Corporation – Proprietary and Confidential 109
Data Security for Siebel CRMExample: Position Based Security
Data Security
Position:Sales Manager
Analytics
Data Object:Account
Partner
Order
is assigned
(is stamped on Data Object)
User: Sales Manager
can view
© 2008 Oracle Corporation – Proprietary and Confidential 110
Data Security
Siebel CRM
user
Oracle BI
show data based on security group filters
3
log in
1
retrieve position hierarchy from the warehouse
2
Data Security for Siebel CRMExample: Position Based Security
Oracle Business
Analytics
Warehouse
ETL
© 2008 Oracle Corporation – Proprietary and Confidential 111
Data Security for PeopleSoftWhat data can you see?
• Data Security support with PeopleSoft Applications:
• Set ID
• Company Org
• Operating Unit
• HR Business Unit
• Payables Business Unit
• Receivables Business Unit
• Position
• Ledger/ Set of Books
Data Security
© 2008 Oracle Corporation – Proprietary and Confidential 112
Data Security for PeopleSoftExample: Operating Unit Based Security
Data Security
PeopleSoft
user
Oracle BI
show data based on security group filters
3
log in
1
fetches Operating Unit Organization (s) via session init block
2
© 2008 Oracle Corporation – Proprietary and Confidential 113
Data Security
HR OrganizationManaged by
Owned by
User: HR Analyst
Data Object:HR Data
can view
Data Security for PeopleSoftExample: HR Business Unit Based Security
© 2008 Oracle Corporation – Proprietary and Confidential 114
Organization Based Data SecurityRegular Employee Data Visibility
• We extract employee-manager relationships from PS_JOB
• A regular employee can only see his data and his subordinates’ data
Data Security
© 2008 Oracle Corporation – Proprietary and Confidential 115
Organization Based Data SecurityHR Analyst Data Visibility
• An HR analyst can see all HR data for an
Organization he or she is managing
Data Security
© 2008 Oracle Corporation – Proprietary and Confidential 116
Organization Based Data SecurityHR Analyst Data Visibility
• Within his own Organization, an HR analyst
can only see his subordinates’ HR data
Data Security
© 2008 Oracle Corporation – Proprietary and Confidential 117
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.
© 2008 Oracle Corporation – Proprietary and Confidential 118
© 2008 Oracle Corporation – Proprietary and Confidential 119