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Enterprise Performance Management. Sreekanth Jala. AGENDA. Introduction Part – I Overview What do Clients do with EPM EPM Technology Stack Part – II OLTP & OLAP systems Modeling Practices Data Warehouse Construction – Kimball Style BI Systems & Goals
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Enterprise Performance Management Sreekanth Jala
AGENDA • Introduction • Part – I • Overview • What do Clients do with EPM • EPM Technology Stack • Part – II • OLTP & OLAP systems • Modeling Practices • Data Warehouse Construction – Kimball Style • BI Systems & Goals • Oracle BI Technology History, Component Stack, Architecture & Demo • OBIEE • INFORMATICA / ODI • DAC • OBIA • Complete Architecture & Flow
INTRODUCTION : PART - I • Following slides gives us: • What is EPM • How EPM helps Clients • Where does EPM fit in Oracle Tech Stack
What is EPM? • EPM stands for Enterprise Performance Management • By its name, it is the system designed to measure Organizations performance. • It is suite of complex advanced software applications. • Goal • Integrated ONE VERSION OF TRUTH about Organization’s Rank. • Improved decision making with state of the art metrics • Reduced TCO on OLAP systems • Introduce to best practices to Organizations by Vertical • High Scalability, flexibility and Extensibility into existing Infrastructure.
EPM Technology Stack Hyperion Financials Financial Analytics Sales Analytics Hyperion Planning Project Analytics Marketing Analytics Crystal Ball Service Analytics Hyperion Enterprise Supply Chain Analytics Hyperion Quality Management HR Analytics OM Analytics Hyperion Performance Scorecard Contact Center Analytics Oracle BI Server Oracle BI Scheduler Oracle BI Cluster Controller Oracle BI Presentation Server Oracle BI Javahost Procurement Analytics Oracle Weblogic Oracle Security OPMN
INTRODUCTION : PART - II • Following slides help us understand WHEN EPM actually got evolved: • OLTP & OLAP systems • Modeling Practices • Datawarehouse Construction • BI Systems & Goals
OLTP & OLAP systems What are they? OLTP (Online Transaction Processing Systems) • Applications which keeps the wheels of business running. • Daily transactions get recorded into OLTP systems. • Examples: Oracle EBS, Lawson, PSFT, SAP OLAP (Online Analytical Processing Systems) • Applications that help to steer the business • The Transactions are all sliced and diced to take business decisions. • Examples: Oracle EBS, Lawson, PSFT, SAP
Modeling Practices • OLTP Database designs are done for operational (insert, update) efficiency and hence are highly normalized (more joins). • OLAP Database designs are done for Query efficiency and hence are de-normalized into [facts] and [dimensions] (less joins). • FACTS: • Any measurable attribute, usually number are called Facts • Also called Metrics • They are contained in Fact Table • They are usually aggregated • Examples: Revenue, Quantity, Expenses • DIMENSIONS: • Any attribute which has a context, usually string are called Dimensions • They give meaning when combined with Fact • They are not Aggregated • Examples: Customer, Region, Year
Models – Normalized & Star Normalized Model Star Model Customer Time Customer Product Product Order Header Product Sub Category Order Detail Product Category Order Fact Geography Store Store Geography
Data Sources Data Management Access Data Mart Metadata Data Mart Data Mart Enterprise DataWarehouse Operational Data The Post VISA Datawarehouse Construction Data Information Knowledge Sales Legacy Data Inventory Extract Transform Load Purchase Organizationally structured Departmentally structured External DataSources • 12
BI Systems & Goals • What is BI? • the technology required to turn raw data into information to support decision-making within Business. • Why BI? • BI is important for any organization which has a strong goal of standing strong in competitive markets because: • It helps management to slice and dice and analyze their data in various ways. • How is BI reporting different from Traditional reporting? • BI also can generate massive scorecard dashboards giving an idea of how KPIs look in their respective departments, apart from this, it allows users to dynamically generate reports without any technical coding – Adhoc Analysis.
Oracle BI Technology Stack OBIEE Informatica / ODI DAC OBIA FUSION MIDDLEWARE
OBIEE History Features Architecture Components & Flow Demo
OBIEE - History • OBIEE stands for Oracle Business Intelligence Enterprise Edition • Brief History: • Developed originally by NQuire • Siebel acquired NQuire and reshaped it as Siebel Analytics • Oracle acquired Siebel and reshaped it as OBIEE • Versions: • Siebel Analytics 7.6 • OBIEE 10.1.3.2 • OBIEE 10.1.3.4 • OBIEE 11.1.1.3 • OBIEE 11.1.1.5 • OBIEE 11.1.1.6 • OBIEE 11.1.1.7
OBIEE Features Adhoc Analysis & Analytical Reporting Integrated Dashboard Alerts Report Publishing Pixel Perfect reporting using BIP Scorecards Integrated Fusion Security Pulls Data from Federated Data Sources Embedding OBIEE Reporting Objects in External Applications
Core System (Non Java) Components of OBIEE • Client Components • Oracle BI Admin Tool • Oracle Catalog Manager • Oracle Job Manager • Oracle BIEE Contents or Deliverables: • OBIEE Repository (.RPD) • OBIEE Catalog • Oracle Job Manager Scripts • Server Components • Web / Application Server • Oracle BI Presentation Server • Oracle BI Server • Oracle BI Scheduler • Oracle BI Javahost • Oracle BI Cluster Controller
Non System (Java) Components • Service Monitoring & Control Components: • Fusion Middleware Control / Enterprise Manager • Weblogic Console • Server Components: • Action Service • BI Office • RTD • BI Publisher • Webservices SOA • BI Plugin • Security • Client Components • BI Office Client (MS Word, Power point, Excel) • Template Builder (MS Word, Excel)
Component Flow of OBIEE Requests 1 Browser Web Server 10 Catalog Manager 9 2 Weblogic Application Server 8 Catalog 3 Admin Tool Oracle BI Presentation Server DWH 5 7 4 RPD 6 Oracle BI Server
INFORMATICA History Features Architecture Components & Flow Demo
INFORMATICA - History • Informatica is Number One Independent Data Transformation / ETL tool in market. • Informatica is shipped with restricted functionality licence required to support OBIEE Applications. • Versions: • Informatica 5.1 • Informatica 6.0 • Informatica 7.1 • Informatica 8.6 • Informatica 9.1 • Informatica 9.5
Informatica Features Power Center for Enterprise Scale ETL Power Exchange for SMB scale ETL Informatica Data Quality Informatica Data Services Information Lifecycle Management B2B Data Exchange Master Data Management Informatica CEP (Complex Event Processing) Informatica Replication
Components of Informatica • Service Monitoring & Control Components: • Admin Console • Code Storage Component: • Informatica Repository • Server Components: • Integration Service • Repository Service • Client Components: • Repository Manager • Designer • Workflow Manager • Workflow Monitor
Informatica Architecture Admin Console Repository Manager Designer Workflow Manager Workflow Monitor
Component Flow of Informatica ETL Workflow Monitor Source Database 1 DWH 9 7 8 10 5 Integration Service Source Database 2 6 2 Informatica Code Repository 4 Repository Service 3 1 ETL Requests from Workflow Mgr / DAC Informatica Designer
DAC History Features Architecture Components & Flow Demo
DAC • DAC stands for Datawarehouse Administration Console. • It is a Java Swings Application. • It is a very commercially successful Product which was originally developed by Siebel to support ETL orchestration of SBAW (Siebel Business Analytics Warehouse). • Versions: • DAC 10.1.3.2 • DAC 10.1.3.4
DAC Features ETL Orchestration with Informatica / ODI Auto Sequencing Algorithm based on Relational Dependency Subject Area Management / Load Monitoring Restart Continued at Row Level from Point of Failure Index Management Auto-Mailer on Events of Load Incremental Aware
Components of DAC • Code Storage Component: • DAC Repository • Server Component: • DAC Server • Client Component: • DAC Client
Component Flow of DAC Job DAC Repository 1 2 DAC Client DAC Server 3 8 9 7 4 Informatica Integration Service 5 6 DWH Source Database
OBIA History Contents from Technical POV OBIA Placement Why go for OBIA Architecture Contents from Functional POV
OBIA • OBIA stands for Oracle Business Intelligence Applications • OBIA is NOT a Tool • They are Out of the Box contents that are developed by Oracle Corp. • History: • Siebel Analytics BAW • OBIA 6.X • OBIA 7.X
OBIA Contents from Technical POV • OBIA Contents include: • Out of the Box OBAW Datawarehouse Database Design • Out of the Box ETL code to load Out of the Box OBAW • Out of the Box DAC code to manage Out of the Box ETL • Out of the Box OBIEE RPD • Out of the Box OBIEE Catalog
Complete Architecture ETL Environment OBIEE Environment OBIEE RPD OBIEE Catalog DWH Stars Reporting Objects OBIEE Infrastructure Analytical Reporting & Query Environment OBAW