Obiee 11g Technical Overview 078853 PDF
Obiee 11g Technical Overview 078853 PDF
FOUNDATION SUITE
Technical Overview
January 2011
TABLE OF CONTENTS
INTRODUCTION ........................................................................................................................................... 5
Enabling Enterprise Business Intelligence ................................................................................................ 5
Product Overview ......................................................................................................................................... 6
Server Components .................................................................................................................................. 6
End-User Delivery Components ............................................................................................................ 7
Systems Management Components ....................................................................................................... 7
Oracle BI Product Strategy .......................................................................................................................... 8
FOUNDATION SUITE SERVER TECHNOLOGY .............................................................................. 9
Oracle BI Server ............................................................................................................................................ 9
Common Enterprise Information Model .................................................................................................. 9
The Oracle BI Server Provides the Following Key Capabilities ..........................................................10
Query Parsing and Compilation ...........................................................................................................10
Code Generation.....................................................................................................................................11
Parallel Execution Engine .....................................................................................................................11
Information Reliability ...........................................................................................................................12
Oracle BI Database Gateways ..............................................................................................................12
Mission Critical Performance, Scalability, and Reliability .................................................................12
Accessing Oracle BI Server Information ............................................................................................14
Multiple Layers of Security ....................................................................................................................15
Physical Data Storage Independence ...................................................................................................15
Complex Business Measures .................................................................................................................16
Integrated Segmentation Engine ..........................................................................................................16
Oracle Business Intelligence Administration ......................................................................................17
Multi-User Development Environment ..............................................................................................18
Oracle Essbase .............................................................................................................................................19
Component Overview and Deployment Architecture ......................................................................19
Optimized Multi-dimensional Storage .................................................................................................20
Performance, Scalability and Availability ............................................................................................21
Flexible Business Model Development ...............................................................................................22
Multi-Dimensional Calculation Engine ...............................................................................................23
Essbase Application Administration ....................................................................................................24
Oracle BI Server and Essbase Integration ...............................................................................................26
Oracle Essbase Analytics Link for Oracle HFM ....................................................................................26
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Oracle EAL Architecture Overview ....................................................................................................27
Benefits of EAL ......................................................................................................................................28
FOUNDATION SUITE END-USER CAPABILITES ..........................................................................28
Oracle BI Presentation Services ................................................................................................................28
Features of Oracle BI Presentation Services ......................................................................................29
Homepage ....................................................................................................................................................30
Integrated BI Search ...................................................................................................................................30
BI Analysis and Reporting .........................................................................................................................30
Using BI Analysis and Reporting .........................................................................................................31
Features of BI Analysis and Reporting ................................................................................................31
Blended Relational and Multidimensional Analysis ...........................................................................32
BI Visualizations .....................................................................................................................................33
Interactive Dashboards...............................................................................................................................34
Features of BI Interactive Dashboard .................................................................................................34
Using BI Interactive Dashboards .........................................................................................................35
Oracle Scorecard and Strategy Management ...........................................................................................36
Features of Oracle Scorecard and Strategy Management .................................................................37
Suite-wide Integration ............................................................................................................................38
Oracle BI Publisher .....................................................................................................................................38
Highly Formatted and Interactive Output ..........................................................................................39
Data from Anywhere..............................................................................................................................39
End User Reporting with Choice .........................................................................................................40
Deliver to Anywhere ..............................................................................................................................40
Communicate Globally ..........................................................................................................................41
Unsurpassed Performance .....................................................................................................................41
Open Standards. Easy Integration........................................................................................................41
Pre-Delivered Content ...........................................................................................................................41
ACTIONABLE INTELLIGENCE.............................................................................................................41
Oracle BI Delivers.......................................................................................................................................41
Using Oracle BI Delivers.......................................................................................................................42
Features of Oracle BI Delivers .............................................................................................................42
Guided Analytics with BI Interactive Dashboards ............................................................................43
BI Action Framework .................................................................................................................................43
BI ON-THE-GO.............................................................................................................................................44
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BI Briefing Books ........................................................................................................................................45
Oracle BI Mobile .........................................................................................................................................45
BI Office Integration ..................................................................................................................................46
BI Office Plug-In ....................................................................................................................................46
Oracle Smart View for Office ...............................................................................................................47
CUSTOM DEVELOPMENT AND INTEGRATION ..........................................................................48
Application Development Framework Views.........................................................................................48
Collaboration, WebCenter and Portals ....................................................................................................49
Web Services ................................................................................................................................................50
Sample Application (SampleApp) .............................................................................................................50
SYSTEMS MANAGEMENT .......................................................................................................................51
BI Systems Management ............................................................................................................................51
SUMMARY ......................................................................................................................................................53
Integrated Foundation ................................................................................................................................53
Oracle BI Foundation Suite Key Differentiators ...................................................................................54
Conclusion....................................................................................................................................................56
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INTRODUCTION
ENABLING ENTERPRISE BUSINESS INTELLIGENCE
Many organizations today use a collection of Business Intelligence (BI) tools and applications to
allow experts to gather information from a variety of sources, analyze it, and share it with managers
and staff. However, ever-increasing business dynamics and increased competition means businesses
now require a much higher level of value from their BI investments. BI must now help drive
profitable growth, change, and many other operational and financial performance goals. Not only
does BI need to deliver significant Return on Investment (ROI), but it also needs to be deployed in
a manner that minimizes Total Cost of Ownership (TCO).
Enterprise Business Intelligence must give managers and staff much more than tools that access
information. It must provide a broad set of capabilities, from self-service monitoring of
performance and processes to driving action based on insights. Enterprise Business Intelligence
requires not just a comprehensive BI tool set, but pervasive BI that provides insight to all employees
within the context of their workflows. It needs to unify the many fragmented systems into a
coherent enterprise view, while aligning forward-looking information to real time and historical data.
It must be integrated ensuring accuracy and integrity of information across all delivery channels and
resulting in lower cost of ownership. It must be open, meaning it will plug into the companys
existing middleware architectures and data infrastructure. It needs to be fully secure to protect all
enterprises information assets. It needs to support BI applications that scale from single-node
departmental to multi-node enterprise-scale solutions regardless of user population or whether on-
premise or on the cloud is the desired deployment model.
To achieve this vision the Oracle Business Intelligence (BI) Foundation Suite delivers the most
complete, open, and integrated business intelligence tools and technologies on the market today.
The Oracle BI Foundation Suite provides comprehensive and complete capabilities for business
intelligence, including enterprise reporting, dashboards, ad hoc analysis, multi-dimensional OLAP,
scorecards, and predictive analytics on an integrated platform. The Oracle BI Foundation Suite
enables access to information through multiple channels such as web-based user interfaces, industry
standard portals, mobile devices, and the Microsoft Office Suite of applications. A powerful
enterprise information model unifies disparate data systems within an organization and provides a
platform for BI tool integration. The Oracle BI Foundation Suite is completely open: (1) supporting
both Oracle and non-Oracle data sources ranging from file-based data, to all popular relational
database management systems, and to leading multi-dimensional sources; (2) supporting prevalent
middleware solutions including application servers and security systems; and (3) providing open-
APIs for integration with a range of enterprise systems. A strong and flexible security model
ensures that information is accessed and delivered by those with the appropriate privileges. The
Oracle BI Foundation Suite simplifies systems deployment and management through integrated
systems management tools that offer single-click scale out capabilities that can support a range of
deployments with proven capabilities for applications that reach tens of thousands of users accessing
multi-terabytes of data. Finally, the Oracle BI Foundation suite offers best-in-class capabilities for
managing the development lifecycle for BI applications with proven support for hundreds of
geographically disperse developers.
In summary, traditional BI tools are not designed to enable the insight-driven enterprise. A
fundamentally different infrastructure and business intelligence solution set is required to meet this
need. The Oracle Business Intelligence Foundation with its complete, open and integrated modern
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architecture and broad range of analytical capabilities is the only business intelligence solution
designed to meet the needs of todays insight-driven organizations.
PRODUCT OVERVIEW
The Oracle BI Foundation Suite provides powerful capabilities that offer significant value for BI
applications across the enterprise. The Oracle BI Foundation Suite consists of Oracle Business
Intelligence Enterprise Edition 11g, Oracle BI Publisher, Oracle Essbase, Oracle Scorecard and
Strategy Management, and Oracle Essbase Analytics Link (EAL). Following is an overview of the
key components and features of the Foundation Suite.
Server Components
Common Enterprise Information Model: The semantic model of OBIEE. It is accessed via an
open API, making it available to any Oracle or non-Oracle delivery channel, thus
providing a common version of the truth for all Business Intelligence users and
applications.
Oracle BI Server: A highly scalable, highly efficient query and analysis server that integrates
data via sophisticated query federation capabilities from multiple relational, unstructured,
OLAP, and pre-packaged application sources, whether Oracle or non-Oracle.
Oracle Essbase: The industry-leading multi-dimensional online analytical processing
(OLAP) server, providing a rich environment for effectively developing custom analytic
and enterprise performance management applications.
Oracle Essbase Analytics Link: Enables the delivery of effective management and financial
analytic reporting to a broad user community by facilitating the real-time or on-demand
transfer of financial information from Oracle Hyperion Financial Management to Oracle
Essbase.
Essbase Analytics
Link for HFM
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End-User Delivery Components
Enterprise Reporting: Oracle Business Intelligence (BI) Publisher (formerly XML Publisher)
is an enterprise reporting solution for authoring, managing, and delivering highly
formatted documents, such as operational reports PDF forms, shipping labels, checks,
sales and marketing letters, and much more. Built on open standards, reports can be
designed using a feature-rich online layout editor or through familiar desktop products
and viewed online or scheduled for delivery to a wide range of destinations. While
Oracle BI Publisher is fully integrated with OBIEE 11g, it can also be deployed
separately.
Ad hoc Query and Reporting: A powerful ad-hoc query and analysis environment that works
against a logical view of information from multiple data sources in a pure Web
environment. This single interface is designed to seamlessly handle both relational and
OLAP style analysis.
Interactive Dashboards: Rich, interactive pure Web dashboards that display personalized
information to help guide users in effective decision making.
Scorecard and Strategy Management: Extends the Oracle BI Enterprise Edition (OBIEE)
with capabilities that enable strategic goals to be communicated across the organization
and monitoring progress over time. Oracle Scorecard and Strategy Management includes
visualizations that graphically communicate strategy & strategic dynamics using Strategy
maps, Cause and Effect diagrams, and Custom views. Scorecard metadata objects and
visualizations are treated just like any other OBIEE 11g metadata object and can be
easily embedded in dashboards, ad-hoc query and analysis views and can be monitored
as alerts.
Actionable Intelligence: Consists of an Action Framework that provides the ability to invoke
a workflow, web services, web content, additional BI content, java method, and other
custom procedures from any delivery channel and an alerting engine that captures and
distributes notifications via multiple channels in response to pre-defined business events
and/or data exceptions to speed exception based decision making.
Integrated Search: Ability to search existing content based on full indexing of Dashboards,
Analyses, Views, Prompts, KPIs, Scorecards, Publisher Reports, Agents, Actions,
Catalog, and Folders. Ability to drill into BI with context; Index metadata & prompts.
Search results can be secured via SSO integration.
BI on the go: Consists of capabilities to provide Business Intelligence content when the
user is not directly connected to the enterprise network. Includes Briefing Books
reports that capture a series of snapshots of an Oracle BI Dashboard or report allowing
the information to be viewed offline in presentation style; rich integration with Microsoft
Office allowing for interaction with BI content and access to pre-built analysis and
mobile from Office products.
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ORACLE BI PRODUCT STRATEGY
The Oracle BI Foundation Suite is designed to meet the requirements for a new class of enterprise
business intelligence solutions. It consists of a broad set of capabilities including ad-hoc query and
analysis, interactive dashboards, scorecards, reporting, proactive intelligence and alerts, mobile
analytics, and more. The Oracle BI Foundation Suite is designed around the following principles:
Unified Enterprise View of Information: Virtually every organization has information
fragmented in multiple repositories and enterprise applications. The Oracle BI
Foundation Suite enables organizations to define a single, consistent, and logical view of
enterprise information across these heterogeneous systems such as data warehouses,
multidimensional sources, and operational transaction systems. It provides the business
with a unified, enterprise view of their information.
Unified Semantic View of Information: The Oracle BI Foundation Suite allows an
organization to model the complex information sources of their business as a simple,
semantically unified, logical business model. It provides facilities to map complex
physical data structures including tables, derived measures, and OLAP cubes into
business terms - abstracting how a business user expresses calculations. It translates
familiar, easy-to-understand business concepts into the technical details required to
access the information. The Oracle BI Foundation Suite is unique in the market because
it defines an enterprise semantic layer that spans across the unified enterprise view of
information.
End User Self Service: The Oracle BI Foundation Suite provides business users with the
ability to access the information they need without for the need for assistance from
professional analysts. Because end-users work with the unified, semantic view of the
information, they are provided with self-service access to analyses across multiple
sources via multiple delivery channels while maintaining a consistent definition of the
information. Business users only need to understand a single, business-oriented view of
their information.
Real-time Information Access: With technologies like trickle feed ETL, Business Activity
Monitoring, Business Event Management and federated data access directly from
transaction processing systems, the Oracle BI Foundation Suite allows users to combine
historical and real-time information to get an up-to-the-minute view of their business. In
addition, Oracle BI can combine data from real-time systems with data in the Data
Warehouse to give unparalleled insight into the business.
Insight-driven Action: The proactive intelligence facilities of Oracle BI Delivers and the
Guided Analytics facilities of the Interactive Dashboards are designed to help business
users navigate information quickly and to effectively troubleshoot problems and take
action proactively in response to business events.
Unified Platform: The Oracle BI Foundation Suite is an integrated suite sharing a service-
oriented architecture; integrated data access services; integrated analytic and calculation
infrastructure; integrated metadata management services; a common semantic business
model; an integrated security model and user preferences; and integrated administration
tools which improve access to information and lower operational costs.
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FOUNDATION SUITE SERVER TECHNOLOGY
The Oracle BI Foundation Suite features the industrys best-in-class server technologies for
relational and multidimensional analysis. This section describes the rich capabilities of the Oracle BI
Server and Oracle Essbase as well as the associated tools to develop and maintain applications and
metadata.
ORACLE BI SERVER
Oracle BI Server is a highly scalable, highly efficient query, reporting and analysis server that
provides services that enable the other components of the Business Intelligence Suite such as
Analysis & Interactive Reporting, Dashboards, Data Mining and Analytic Applications.
The Oracle BI Server exposes its services through standard ODBC and JDBC-compliant interfaces.
Clients of the Oracle BI Server see a logical schema view independent of the source physical
database schemas. Oracle BI Server clients submit Logical SQL, which ultimately gets translated
by the server to native, source-specific data source query languages like SQL and MDX.
Intermediate processing to calculate complex business metrics and integrate multiple data sources
occurs within the Oracle BI Server Execution Engine. The Oracle BI Server infrastructure includes
facilities such as session and query management, cancellation, statistics logging, monitoring, and
other server administration functions.
The advanced semantic layer structure used in the Oracle BI Server is called the Common
Enterprise Information Model. This model provides a single version of truth for all BI system users
and applications. It takes advantage of all the features of the BI Server. This model is layered to
provide flexibility and maintainability:
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Physical Layer: models each physical sources connection parameters and schema. In the
case of a relational source, the schema would include tables, columns, joins, and security
parameters. Metadata rich multi-dimensional sources like Oracle Essbase, Oracle OLAP
Microsoft SQL Server Analysis Services or SAP BW, the full metadata models are
imported including measures, dimensions and hierarchies. This is the only layer that is
aware of the physical nature of the source, such as whether it is relational 3rd normal
form, star, snowflake, multidimensional cubes or XML. If the source is a database, this
layer is the only one that is aware of what brand and release the database is, and what
functions it does or doesnt support.
Business Model and Mapping Layer: models the way the business elements function:
conformed dimensions and hierarchies, measures (including aggregation rules, complex
business calculations, dimensionality and time series), data security rules, and human-
readable attributes and dictionary definitions. The mappings from the semantic objects
back to the physical objects define the federation and aggregate navigation across
multiple sources. Because of this layering and mapping, the physical source can migrate
to a different brand of database, or even add an aggregate, without impacting the
business model, presentation layer or reports.
Presentation Layer: organizes the semantic objects, or logical columns, into logical
tables that can be exposed to users by role. Presentation tables and columns are
completely localizable allowing a single implementation to consistently support users
across languages around the globe. These are normally the only objects in the semantic
layer that are exposed via the ODBC and JDBC interfaces, whether the client is Oracle
BI, a custom program or a 3rd party BI tool. This allows the administrator to provide
subject organization to make objects easy for users of Oracle BI Foundation clients or
other third party client tools to find, as well as to apply role-specific security.
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aware data federation capabilities, such as partitioning by source, partitioning by value
range, and aggregate navigation; the input to the navigator is a logical request tree
describing the precise semantics of the requested data while its output is the initial
physical execution plan. The navigator exploits knowledge of content to eliminate the
predominant majority of traditional multi-database joins. It also has built-in support for
common business analytics such as time series comparisons, shares, and dimension-
specific aggregation rules.
Rewrite/Optimizations: Once the navigator generates the initial physical execution plan, the
rewrite phase of the compiler is responsible for distributed relational query optimization
and optimal native SQL or MDX generation. This phase covers (i) Multi-database join
plan generation; (ii) Function shipping; (iii) Functional compensation analysis; and (iv)
Optimized SQL or MDX generation. (Functional Compensation means the BI Server
executes the query function when the physical source database does not support the
function requested by the logical query, such as RANK() against a Microsoft Access
database.) The Oracle BI Servers join engine is seamlessly invoked when necessary, as
determined by the following: physical location of tables, SQL functionality supported by
the source database(s), and analytical complexity of the original logical query. Join plans
are constructed to maximize collective function shipping down to the source databases.
Two types of internal join strategies are currently supported: (1) sort/merge and (2)
parameterized nested loop joins (PNLJ). (PNLJ optimizes cross-database joins by
fetching a small result set from database A and joining it to a large table in database B
using a parameterized query, thus avoiding the slow operation of fetching the large result
to the BI Server to join it there.) The BI Server further supports federated lookup tables
allowing disparate systems to lookup values across one another and merge result on the
fly. Optimal function shipping reduces loads on the source database and the network.
The most important query processing elements to function ship include GROUP BY
and aggregation; Filters; and Multi-pass SQL operations.
Equivalence Preserving: aggregate and filter rewrites may push aggregates and filters through
the tree (past operators such as joins, UNION ALLs, etc.) down to the database, thus
reducing database load and network traffic. Both WHERE and HAVING filters may
also be pushed to the database, depending on the GROUP BY clause.
Code Generation
Code generation is responsible for producing the native query processing language directives to
communicate with heterogeneous, remote databases (i.e. physical SQL or MDX generation). It is
also responsible for generating the code for any remaining query processing that has not been
function shipped to remote databases. This includes the insertion of parallel execution directives for
the Analytics execution engine.
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Function-Shipping: The Oracle BI Server ships directives for native SQL or MDX query
strings; directives to execute one or more aggregation passes; and directives for various
types of filters to the source database.
Parallel Query Execution: The Oracle BI Server allows multiple queries to be submitted
and executed in parallel, perhaps on different machines. Any cancellations would also be
done in parallel.
Sort Optimizations: If sorts required for the FULL OUTER JOIN cannot be pushed to
the databases, the Oracle BI Server has facilities to allow sorts to be done in parallel. It
ensures that no rows are lost between the two queries.
Merge: The Oracle BI Server has sophisticated join facilities to merge two or more result
sets from several parallel queries.
Ranking and Filtering: The Oracle BI Server can rank and filter rows efficiently.
Information Reliability
Oracle BI Server defines and stores all the elements of analytic calculations as metadata in a central
repository. This provides a centralized, consistent definition of measures for all users. Should the
definition of a measure need to change, it needs only be changed within the central repository and all
analyses and existing reports automatically use the new definition. This eases the maintenance
burden and lowers cost of ownership.
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Highly Efficient Oracle BI Server Design
The Oracle BI Server offers several performance and scalability optimizations including custom heap
memory management to avoid memory contention issues; hashing to avoid central locking;
specialized synchronization mechanisms such as spin latches; parallel query and computation
execution engines; and high-throughput connectivity adapters. When performance requirements
exceed the capability of a single server, Oracle BI Servers can be clustered together with session
replication and automatic fail-over. Oracle BI is architected to leverage the capabilities and scalability
of modern 64-bit operating systems.
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Connection Pooling
The Oracle BI Server can be configured with one or multiple connection pools for each database.
The administrator can specify a maximum number of database connections to keep open until they
are unused for a specified period. As the query load increases, the number of open connections
increases in the connection pool. When the maximum number is reached, the server will queue new
connection requests. This prevents database servers from being overloaded. With more than one
connection pool configured per database, specific users or groups of users can be assigned to specific
connection pools. This allows an administrator to give certain groups higher priority.
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query/reporting tool: (i) does not need connectivity to underlying data sources; (ii) is completely
insulated from changes in source tables and database platforms; (iii) benefits from BI Server caching,
aggregate awareness, and other performance accelerators; (iv) automatically takes advantage of the
built-in security and connection pooling of the Oracle BI server, and (v) can use all the tables and
columns of the Presentation Layer subject area of the Common Enterprise Information Model as if
they were stored in a single simple database schema. This enables reporting tools to leverage all the
derived measures contained in the logical data model the same as any other column. Users of these
tools are insulated against returning erroneous results as a result of incorrect table joins or missing
data SQL traps sometimes known as chasm traps, fan traps, or missing data traps.
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Combining Relational and Spreadsheet Data Sources: Oracle BI allows users to combine data
from relational databases with non-relational data from Excel spreadsheets, for example,
in a single calculation to compute a complex metric.
Combining Transactional Data with Data Warehouse Information: Finally, the Common
Enterprise Information Model allows users to combine data from a data warehouse with
information from transaction processing systems in a single calculation to get the most
up-to-date value of a metric.
Unlike the Common Enterprise Information Model, many business intelligence tools restrict users
by allowing access to only information from a single data source for a specific calculation or analysis.
In addition, some of these tools even restrict a users access to a single data source during an entire
session. The Common Enterprise Information Model uniquely enables pervasive access to
information to answer a business question that may require data from one or more sources.
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Oracle Business Intelligence Administration
The BI administration tool is used by administration-role users to create, manage and maintain the
Common Enterprise Information Model described above. The administration tool has been
designed with wizards, utilities, and interface design elements to help the administrator work
efficiently with real-world, large-scale enterprise metadata.
Calculation Wizard: helps administrators write formulas (e.g. percent share) and assures
their correctness
Metadata Import Wizard: connects to each type of data source and populates the physical
catalog metadata for that source. In the case of multidimensional sources such as
Essbase and Hyperion Financial Management, even business model semantics such as
dimensions, hierarchies and aggregations are imported and populated.
Open BI Server XML Metadata API: Oracle BI provides an XML based API for Common
Enterprise Information Model metadata exchange. This API enables conversion of the
entire OBIEE 11g repository to XML and back. This open API enables extraction, reuse
and manipulation (add/update/delete) of OBIEE 11g metadata.
Aggregate Persistence Wizard: enables the administrator to use the Common Enterprise
Information Model metadata to design and automate the deployment and loading of
aggregate tables, and to automatically create their mappings in the metadata. This
significantly lowers the TCO of the very important performance technique of pre-
aggregation.
Global Change Utilities: A rename wizard makes it easy to change the tech-oriented names
of multiple physical data objects to more human-friendly names at once, substituting
text, changing case, and adding prefixes or suffixes. Similarly, the administrator can set
the aggregation rule for dozens of measures all at once, rather than one column at a time.
Dependency and Impact Analysis within the Common Enterprise Information Model: A query utility
allows the administrator to find metadata objects by type, while filtering on properties
and relationships to other objects. For example, an administrator could find all logical
columns that are dependent on specific physical table or column to determine which
subject area columns will be affected if a certain physical column is deleted in the
database.
Dictionary: The administration tool provides facilities to export Common Enterprise
Information Model metadata, such as formulas and human-readable object description
fields, to create dictionary functionality for end users. Answers users will see dictionary
information in roll-overs of catalog objects, with links to the HTML dictionary page
associated with the object. Links on that page lead to definitions of other objects it is
derived from.
Session Management: The administration tool offers a way to view (and terminate) current
user sessions; see the variables being used in each session; list the available cache entries
by subject area, user, or physical table; and report on the recent history of cache usage.
Usage logs written by the Oracle BI Server(s) can provide a basis for understanding
usage patterns, response times, and load variations. This information is useful for
diagnosing and tuning systems. Security rules enforced in the source databases can be
used together with security rules enforced in Oracle BI.
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Figure 3 - BI Administration Tool
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individual object changes, or check out a new branch from production to make bigger
changes.
Migration: Enterprise Manager migrates new repository versions from development to
production, and enables a zero-downtime rolling restart. The XML API provides the
ability to automate any parameter changes required.
ORACLE ESSBASE
Oracle Essbase is the market-leading multi-dimensional OLAP server that enables the development
of advanced forward-looking analytic applications that enable speed-of-thought analytics. By
leveraging its self-managed, rapid application development capabilities, business users can quickly
model complex business scenarios. For example, line-of-business personnel can simply and rapidly
develop and manage analytic applications that can forecast likely business performance levels and
deliver "what-if" analyses for varying conditions. Oracle Essbase supports extremely fast query
response times for vast numbers of users, large data sets, and complex business models.
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Figure 4 - Essbase Functional Architecture
All Essbase application components, including database outlines and calculation scripts, application
control, and multidimensional database information, reside on a server. With Essbase, you can
configure server disk storage to span multiple disk drives, enabling you to store large databases.
Essbase requires a server to run a multi-threaded operating system so a server can efficiently manage
simultaneous requests. A server also runs a server agent process that acts as a traffic coordinator for
all user requests to applications managing communications and security. The Essbase Server
leverages Oracle Process Management and Notification Server (OPMN) to manage starting and
stopping agent processes. OPMN also enables Essbase high-availability services.
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Aggregate storage option (ASO) is designed to handle high-dimensionality sparse data
sets and supports rapid aggregation of the data. ASO can calculate aggregate values
dynamically or as needed administrators can materialize aggregate views for frequently
accessed dimensional levels.
In addition to ASO and BSO, Essbase also provides a hybrid storage model called
XOLAP. With XOLAP metadata is stored in an ASO outline and the data itself resides
in relational. The benefit of XOLAP is reduced data redundancy. The trade-offs include
some feature limitations, including lack of write-back capabilities and performance is
dependent on RDBMS abilities.
ASO databases complements BSO databases and enable dramatic increases in database
dimensionality. Using aggregate storage, Essbase serves a wide range of analytic needsfinancial
analysis, planning, budgeting, sales analysis, marketing analysis, supply-chain analysis, and
profitability analyticsall from a single analytic infrastructure. Essbase partitioning capabilities allow
ASO databases to be combined with BSO databases to create a single application view allowing end-
users to take advantage of the benefits of both storage models.
Essbase provides for several compression options that optimize the use of physical storage
including, bitmap compression, run length encoding (REL), zlib compression, and Index Value pair
compression.
Efficient Cache-Architecture
Essbase offers a number of memory caches to improve performance for query, load, and calculation
operations. Essbase provides default size settings for each cache; however cache settings can be
adjusted as necessary to optimize performance needs based upon available memory, database size,
service level commitments, and batch windows.
High-Availability Options
Essbase provides both active-passive and active-active clustering capabilities. Active-passive Essbase
clusters support failover with write-back to databases. Essbase failover clusters use the service
failover functionality of the Oracle Process Manager and Notification (OPMN) server. A single
Essbase installation is run in an active-passive deployment, and one host runs the Essbase agent and
two servers. OPMN stops, starts, and monitors the agent process. Active-active Essbase clusters
support high availability and load balancing. An active-active Essbase cluster supports read-only
operations on the databases and requires the use of Provider Services.
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Trickle-Feeds
Essbase offers a number of techniques to load incremental data into databases while minimizing
maintenance windows. Database slices in ASO allow data to be trickle-fed into a database while
online. With database slices, data can be stored in multiple slices. For example, a real-time slice can
be loaded without impacting the historic slices, allowing users to remain active in the database and
immediately see data as it is updated. In addition, by loading into a specific slice of data, incremental
loads performance is optimized.
Using out-of-the box tools that are delivered with Essbase, business users can:
Use graphical interfaces to define and manage a business outline
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Quickly add dimensions, change calculations, and modify hierarchies to reflect new
business developments. In addition, the business rules interface automatically defines
and dynamically loads large amounts of data, including data from spreadsheets, flat files,
and supported relational database tables directly into a database.
Define key calculations without having to write a program.
Define data security rules for individuals and groups and customize views and retrieval
procedures for each user without writing a program.
Oracle 2011 23
relationship where Operating Income is the result of subtracting Operating Costs
from Gross Revenue. Outline members may also be defined as formulas, for example
a member %Variance may be defined using a calculation function with inputs of
Actual and Budget.
Member Formula: A member in an Essbase outline may have an associated formula. The
result of the formula may be stored or may be dynamic, i.e. executed upon end-user
retrieval.
Calculation Script Calculation: A calculation script can be used to define procedure that
leverages the rich Essbase calculation language for simple to complex operations that can
be executed on a dynamic or batch basis. For example, a financial analyst may create a
calculation script that projects a forecast to aggregated members using a regression
model and then allocate that forecast to lower level members.
Oracle 2011 24
Figure 6 - Essbase Studio Console
The Essbase Studio Console interface consists of three main work areas:
Source Navigator: The Source Navigator consists of two tabs: (1) The Data Sources tab is used to
view, create, and manage data connections to physical sources for Essbase applications. (2) The
Minischemas tab is a graphical representation of the tables and relationships from one or more
data connections.
Work Area: The Work Area, by default in the middle pane of the Essbase Studio Console, is used
to display and work with metadata elements and graphical representations of source and
metadata elements.
Metadata Navigator: The Metadata Navigator, displayed by default in the left pane of the Essbase
Studio Console, contains the metadata elements derived from the physical data sources when you
create a data source connection. Metadata elements are used to create cube schemas and models
that work with Essbase. Essbase models are used to create and deploy Essbase cubes.
Essbase Studio supports several drill-through options: relational databases, Oracle BI Server, URLs,
custom SQL, and Java methods. Drill-through functionality is supported from data cells and member
cells and is dynamically linked to cubes with matching metadata context.
Essbase Studio also supports lineage tracking through a rich graphical view of the metadata
relationships, allowing users to follow application lineages to their metadata components and through
to the data sources from which they were sourced.
Oracle 2011 25
Features of EAS
Essbase Administration Services (EAS) is the cross-platform administration tool for Essbase. EAS
consists of a Java middle-tier server (Administration Server) and a client console (Administration
Services Console) which can be launched either as a Java application or from a browser.
The Administration Services Console makes Essbase administration tasks easy to perform. The
console provides wizards, editors, dynamic menus, and other tools to help you implement, monitor,
and maintain Essbase.
The EAS console provides capabilities that include:
Manage Outlines and formulas
Load data and build dimensions
Monitor Essbase applications
Manage caches
Create and execute calculation scripts
Create and execute administrative scripts
Create and execute MDX scripts
Create and manage partitions
Oracle Essbase Analytics Link for Hyperion Financial Management enables the delivery of effective
management and financial analytic reporting to a broad user community. It integrates and merges
multiple operational data sources into a single data model, providing detailed information for
analytical measurements (KPIs) and the application of advanced analytics. Merging financial and
operational information in a single platform makes it easy to deliver a comprehensive management
reporting environment.
Oracle 2011 26
Figure 7 - Essbase Analytics Link Functional Architecture
Oracle Essbase Analytics Link for Hyperion Financial Management facilitates the seamless
integration of Oracle Hyperion Financial Management with Oracle Essbase. It delivers real-time or
on-demand financial information from Oracle Hyperion Financial Management to Oracle Essbase.
The result is a single reporting solution that incorporates Oracle Hyperion Financial Management
information within a market leading OLAP solution enabling users to customize the financial
dimensionality, merge additional data sources and create advanced analytic KPIs and by doing so
help provide more detailed analysis of the reported GAAP results.
Oracle 2011 27
Analytics Link Administration Services Console Plug-in: Provides the user interface to manage
Analytics Link Servers nodes and Analytics Link bridges. All administration activities are
based on Web Services.
Analytics Link Financial Management Connector: Enables Analytics Link Application Server
to access Financial Management data.
Benefits of EAL
Delivers continuous operations for Financial Management by eliminating previously
required downtime.
Reduces IT costs by eliminating high implementation costs and the deployment of
additional servers.
Improves efficiencies through improved performance and scalability of real-time data
synchronization.
Reduces risk by ensuring data integrity and reliability between source and target systems.
Improves business insight through real-time Business Intelligence reporting based on
current financial information.
Reduces barriers to sharing data by offering standard Business Intelligence access to
application-proprietary data.
Oracle BI Presentation Services generates the user interface such as dashboards and analyses which
are used to visualize data from the Oracle BI Server. This server interacts with the Oracle BI server
as an ODBC client and: (i) generates the dashboards, analysis and reporting user interface; (ii)
responds to user selections, generates logical SQL for the Oracle BI Server, and caches logical SQL
statements and their results; (iii) records the specifications the user makes about how data should be
presented and interacts with the charting engine to create graphs; (iv) pivots and aggregates data
after the Oracle BI Server generates the result set and (v) provides user and group security for all of
the Dashboards and Dashboard objects (reports).
When a user session begins, Oracle BI Presentation Services submits the users identity (either
username/password or some other token) to the Oracle BI Server; authenticates the user; and then
Oracle 2011 28
requests the Oracle BI Server to provide the "databases", "tables", and "columns" that the user is
entitled to use. These objects are displayed in the user interface as subject areas, folders, and
columns. A Subject Area is a logical business-based grouping of pre-defined columns. The Oracle BI
Server also provides metadata information to Presentation Services about column properties such as
data types, aggregation rules, and whether or not the user can drill on the column each of these
elements also affect how data is displayed in the user interface. Naturally data security is enforced
also.
Oracle 2011 29
Described above are the core features of Oracle BI Server and Oracle BI Presentation Services. The
next sections of this document will explore functional sub-components of these servers like
dashboards, reporting and analysis capabilities in more detail.
HOMEPAGE
While Interactive Dashboards are ideal for the consumption of pre-created BI content, a unified BI
Homepage provides a starting point for an open-ended approach to access saved content and create
new BI content. From this launch page an intuitive, task-based interface leads the user to the
appropriate builder interfaces. Helpful documents and links are presented for users ramping up on
new skills.
Also shown are a listing of the most-recently accessed content and the most popular as well. Most
popular content shines a light on what users are accessing most frequently and often indicates best-
practices. A unified taskbar present at all times permits quick access to product capabilities as well as
search and account settings.
UI-based integration is also supported by seamless product integration at the catalog level. All BI
content resides in a common catalog enabling search, archiving, migration, unified dev-to-prod
activities and the re-use of common objects across any number of personal and shared catalog items.
INTEGRATED BI SEARCH
Oracle BI Search is a powerful new searching capability that leverages Oracles Secure Enterprise
Search (SES) technology to allow end users to perform full text searches on items in the BI catalog.
Dashboards, reports, scorecards, KPIs and actions are all fully searchable objects and can be
retrieved by fields that include author, title, type, and popularity.
In Addition to searching metadata attributes, Users can also search for dimensional and report data.
A few simple examples of possible BI searches:
Find all reports authored by Jacques
Find sales related KPIs that are authored by Susan
Find all dashboards that have customer sales data on them and specifically filtered on Acme
Inc
Find Net Income reports for year 2010 and Acme Inc
BI Analysis & Reporting provides end users with broad ad-hoc query, analysis and reporting
capabilities. It is a pure Web-based environment that is designed for users who want to create new
analyses from scratch or modify and change existing analyses that appear on dashboard pages. Users
interact with a logical view of the information completely sheltered from data structure
complexity. Users can also easily create a range of interactive content types which can be saved,
shared, modified, formatted, or embedded in the users personalized dashboard or enterprise portal.
Oracle BI Analysis & Reporting is designed to handle both relational and OLAP style
(multidimensional) interactions in a single comprehensive, easy to use user interface.
Oracle 2011 30
Using BI Analysis and Reporting
An intuitive interface and the fact that business users work entirely within understandable models of
information completely expressed in business terminology allows Oracle BI Analysis & Reporting to
be learned quickly.
The BI Analysis & Reporting user begins by choosing a subject area such as "Marketing", "Sales",
or "Inventory." The user then sees within that Subject Area folders containing semantic business
objects that define the business terms against which the user can define calculations or analysis. For
instance, if a user chooses Sales as a topic, he or she may find items such as "Gross Revenue",
"Net Revenue", "Net Revenue % Change vs. Last Year", or "Net Revenue Rank". A specific
business term can be dragged and dropped to be included in an analysis. Selecting objects named
"Region", "Revenue", and "Current Month" creates a calculation that could be stated as "Show me
the revenue for each region during the current month."
As the user selects business terms or columns, BI Analysis & Reporting builds a query. This query is
referred to as "logical SQL", since it expresses the logical content of the request. This logical query
will be sent to the Oracle BI Server, which will interpret the logical query and create subsequent
physical queries to the underlying data sources where the data is stored.
Oracle 2011 31
Figure 8 - BI Analysis and Reporting
Oracle 2011 32
BI Visualizations
Clear and descriptive data visualization is essential for the interpretation of business data as well to
identify trends or outliers in real-time and guide exploratory data analysis. Oracle BI simplifies the
creation of these visualizations and provides powerful visualization facilities supporting these goals.
Charts and Graphs: BI Analysis & Reporting allows dozens of out-of-the box graph views
to be added to analysis and customized. Graph views are provided by integration with
the Oracle Fusion Middleware Data Visualization Tools. ADF Data Visualization
components are a set of rich, interactive JSF components that provide animation,
interactivity and graphical and tabular capabilities for visualizing and analyzing data.
Interactive Pivot Table: Drag and drop slicing and dicing. Please see above.
Geospatial Views: BI Map Views can be inserted into any analysis and are presented as
multiple BI data layers mapped to and displayed on top of spatial data. Map Views are
generated by Oracle MapViewer a Java application and map rendering feature of
Oracle Application Server. Geospatial data resides in an Oracle Database with the Spatial
or Locator option. A significant amount of base global geographic data is provided out-
of-the-box based on a partnership with NAVTEQ, the leading global provider of digital
map, traffic and location data that enables navigation and location-based platforms
around the world.
Other Views: Numerous additional widgets for interacting with analysis (e.g., view or
column selectors) as well as other text-based views like ticker, narrative or filter views are
also easily added to reports.
Scorecarding Views: Please see the Oracle Scorecard and Strategy Management
application below.
Dynamic formatting and interaction: Both at the analysis level and at the larger, more complex
Dashboard level, tools facilitating data analysis like conditional formatting, master-detail
behaviors (where interaction with one view drives context to others) and auto-wiring of
individual analyses to Dashboard-level prompts and widgets can be configured.
Oracle 2011 33
Figure 9 - BI Geospatial View
INTERACTIVE DASHBOARDS
Interactive Dashboards makes it easy for business users to access pre-created, consumer-based
Business Intelligence information. BI Interactive Dashboards run within a pure Web architecture
and provides users with a rich, interactive experience where information is filtered and personalized
to a users identity or role. This helps to make business information intuitive and easy to understand
and guide users in their decision making. Much of the content on the Dashboards is created from
within BI Analysis & Reporting. Users interact with dashboard objects like live reports, prompts,
graphs, tables, pivot tables, geospatial views, sliders, graphics, tickers, and external content. Through
the dashboard editor, users have the ability to quickly and easily drag and drop information from
various sources to assemble personalized and shared dashboards.
Oracle 2011 34
Sharing Information Offline: BI Interactive Dashboards can be saved and distributed for
offline use as Briefing Books or Reports. Dashboard content and data can be
downloaded to Excel or PowerPoint, or more direct data formats.
Saved Customizations: Users can modify analyses, layouts, filters, etc. on BI Interactive
Dashboards and save these modified dashboards for their personal or shared use.
Snapshots of Dashboards can also be saved or shared as a handy URL link.
Custom Styles: BI Interactive Dashboards utilize cascading style sheet standards.
Corporate standards can be adopted and styles can also be driven by personal preference
or user group membership.
Users interact with dashboard content by selecting prompted values and filtering data; drilling on
graphs or tables to access detail and related content; changing the sort order or sort direction of
columns; maintaining context and moving to a different analysis by automatically passing
constraints; or selecting columns to display. On the dashboard, users can also contextually invoke
the Action Framework using Actions (see below).
Oracle 2011 35
BI Interactive Dashboards are flexible information containers which can embed a corporate
"portal", web page or image on the Internet/intranet, a Word document, or Excel workbook, for
example.
Interactive Dashboards are unique, however, in that content added will be auto-wired together to
pass interactive dashboard state/parameters, exhibit master-detail behaviors and automatically pass
context to business workflows leveraging the Action Framework. Table, Pivot Tables, Charts,
Graphs and Geospatial Views all participate in this eventing framework. This capability allows
sophisticated interactions on Dashboards to be defined without programming. For example:
Any content listening for events from a slider widget can be immediately updated.
Clicking on a state in a geospatial view can update tabular and graphical content
contextually.
Clicking on a cell in a pivot table could dynamically pass row-level parameters to a web-
service waiting for those arguments to kick-off a related business process.
Oracle Scorecard and Strategy Management extends the Oracle BI suite with capabilities intended at
communicating strategic goals across the organization and monitoring their progress over time. The
Scorecard & Strategy Management will provide capabilities to establish specific goals, define how to
measure their success, and communicate that information down the entire organization.
Armed with this insight, employees can understand their impact on achieving success and align their
actions accordingly. As they use Scorecards to measure the outcome of their actions, they can
quickly make adjustments as needed to successfully achieve the goals.
Oracle Scorecard and Strategy Management enables organizations to:
Provide a framework that organizes strategic thinking and performance measurement.
Clarify and build consensus on strategic direction.
Communicate strategy and measures of success.
Align behavior and increase focus on priority initiatives.
Support strategic planning through metric relationship analysis and organizational
learning.
Oracle Scorecard and Strategy Management provides the necessary tools to:
Define organization's strategic goals.
Establish strategy.
Establish key performance indicators.
Monitor scorecards.
Override assessments if necessary.
Communicate status to key individuals within organization.
Oracle 2011 36
The Oracle Scorecard and Strategy Management provides support for commonly available
frameworks including Balanced Scorecard, Six sigma, Baldridge or Total Quality Management, or it
can be used as a purely operational measurement reporting tool.
Oracle 2011 37
New Visualizations: Oracle Scorecard and Strategy Management delivers new
visualizations focused on communicating strategy and causal relationships between,
KPIs, corporate objectives and initiatives. These views will be available within scorecards
or can be embedded within dashboards. Examples of these views include:
o KPI watch lists
o Strategy trees
o Strategy Maps
o Cause and Effect Maps
o Custom Views
Suite-wide Integration
Oracle Scorecard and strategy management was designed from the ground up to leverage all the key
features of the OBIEE Suite. This is demonstrated via features such as:
KPI Analyses allow users to drill from high level corporate objectives, to KPIs and into
a KPI detailed data (via Answers) in order to explore data and ultimately identify the
root cause of business exceptions.
KPI Agents leverage the power of the ORACLE BI DELIVERS notification engine in
order to reach out to key stakeholders of the strategy.
KPI & Scorecard Actions leverage the ORACLE BI ACTION FRAMEWORK engine in
order to associate recommended actions to business exceptions.
Seamless Dashboard integration allows users to view strategic information alongside
their favorite operational metrics.
ORACLE BI PUBLISHER
Oracle BI Publisher offers a highly scalable, enterprise class reporting server that generates and
delivers reports from multiple data sources, in wide range document formats, via numerous delivery
channels. Oracle BI Publisher reduces the high costs associated with the development,
customization and maintenance of business documents while increasing the efficiency of reports
management. It enables organizations to reduce costs and phase out archaic point solutions used to
generate specialized documents.
BI Publisher is built on a report architecture that separates data logic, layout and formatting, and
translations. Power users or IT staff can create shared data models that combine and structure data
from multiple disparate sources. End users leverage those data models and can easily create pixel
perfect report layouts directly in their web browser using the BI Publisher Layout Editor or use
familiar desktop tools such as Microsoft Word, Microsoft Excel, Adobe Acrobat
Reports can be scheduled to generate multiple output documents and deliver to a wide range of
destinations. Further, bursting enables the generation of tens of thousands of documents delivered
according to delivery key preferences from a single report job.
BI Publisher is pure Java application that can be deployed on J2EE servers running 32bit or 64bit
JDKs. It provides sophisticated data and document caching for fast performance. BI Publisher
servers can be clustered for scalability or to meet failover requirements. All administration creating
Oracle 2011 38
data source connections, configuring security, defining delivery destinations, etc. happens directly
through a web browser. No administrative client tools to install.
When installed with Oracle Business Intelligence Enterprise Edition BI Publisher shares a common
catalog and security model, and can leverage the metadata, calculation, caching, and intelligent
request generation services of the BI Server.
Oracle 2011 39
the middle tier to minimize load on your source systems and speed up subsequent document
generation.
Deliver to Anywhere
Interact and view reports online or schedule and deliver multiple documents independently to
multiple destinations like printers, e-mail, fax, WebDAV, or FTP/SFTP. A single report can be
burst with personalized content to multiple output formats and destinations on a scheduled basis.
The Delivery Managers open architecture allows for easy implementation of custom delivery
channels.
Manage scheduled jobs and report output from your browser. You can suspend, resume or delete
scheduled jobs. When scheduling a job you may choose to save the output and data for each
execution so you have an archive of the scheduled jobs. For jobs already completed you can then
resend generated output and even republish snapshots of data with different layouts if needed.
Oracle 2011 40
Communicate Globally
BI Publisher supports over 150 languages and 200 territories. Layouts are converted to industry-
standard files for easy in-house or professional translation. Each translation is separate, so
modifications made to the layout, report or data model need not impact translations. BI Publisher
includes automatic internationalization of dates and numbers, advanced bidirectional support, and
font handling.
Unsurpassed Performance
BI Publisher is based on the W3C XSL-FO standard and is blazing fast. It can handle very large data
inputs and generate output in less time, using very low levels of CPU time and memory on data
sources. PDF documents have font subsetting and optimal compression so they minimize network
consumption when being delivered.
Pre-Delivered Content
BI Publisher is already the tool of choice for report delivery in many popular pre-packaged
application suites, like the Oracle E-Business Suite, PeopleSoft, Siebel, JD Edwards and over 25
other Oracle products and applications. BI Publisher makes it easy to customize and extend the
reporting content delivered in these products.
ACTIONABLE INTELLIGENCE
This section describes BI Foundation capabilities around actionable intelligence. Actionable
intelligence extends BI beyond traditional reporting and analysis capabilities to proactive
functionality that can aid users in the path of business discovery, functionality to automatically
detect conditions identified by BI and alert users base upon these conditions and the ability to
initiate processes outside of BI directly from BI content.
ORACLE BI DELIVERS
Oracle BI Delivers is a solution that through the creation of Agents provides the ability to
proactively monitor business information; identify patterns to determine whether specific problems
are occurring; filter the data based on data and time-based rules; alert users via multiple channels
such as email, dashboards, and mobile devices including text messages and mobile phones; and allow
Oracle 2011 41
users to take action in response to the alerts they have received. Agents can be chained together. By
passing contextual information from one Agent to another, it is possible to execute a multi-step,
multi-person, and multi-application analytical workflow. As well, Oracle BI Delivers dynamically
determines recipients and personalized content to reach the right users at the right time with the
right information.
Oracle 2011 42
delivered to them via a multitude of devices. Users can define alert conditions on data
driven thresholds on specific analytic measures and on time driven conditions.
Intelligent Agents: Oracle BI Delivers provides the ability for any user (not just
administrators) to define their own processes, called Agents. Agents watch for user-
defined conditions and or thresholds upon which they notify the user. Oracle BI
Delivers can take action based on a pre-defined decision tree. For example: If supplies
of Product A drop below 10,000 units send an e-mail to me, the warehouse, and the
supplier.
Composite/Complex Conditions: Oracle BI Delivers allows users to create Agents that watch
for very complex conditions combining data-driven and time-based conditions on real-
time and historical data. Like other catalog objects like Custom Groups or Calculations, a
condition can be saved as an object for re-use, collaboration and sharing.
Multiple Delivery Channels and Profiles: Users can personalize how they wish to be notified
(e-mail, pager, iPhone, phone call) at various times of day and week. Delivery profiles
can be matched to individual alerts to which a user subscribes.
BI ACTION FRAMEWORK
Oracle BI Action Framework makes the business intelligence analysis actionable by delivering the
ability to take action from within Oracle BI by invoking a business process or navigating to related
content. Using the Action Framework, Oracle BI can be configured to interact with business
process technologies such as the Oracle SOA Suite, transactional systems such as PeopleSoft and
Siebel CRM, and other external systems via standards-based integration points such as web services.
BI users are guided to take the appropriate actions from Dashboards, Analyses, charts, maps, and
Oracle 2011 43
Scorecard elements such as KPIs and Objectives. Actions can also be taken automatically by using
Agents. Actions pass the context from BI to the target functionality. They are secure and re-usable
across different BI components. Actions can be created to:
Navigate to BI Content
Navigate to a Web Page
Navigate to E-Business Suite
Navigate to Siebel CRM
Navigate to EPM
Invoke a Web Service
Invoke a Java Method
Invoke a Browser Script
Invoke an HTTP Request
BI ON-THE-GO
While BI insight is often consumed through classic browser-based UIs, more and more users are
demanding they take BI content with them and receive updates away from the office location. At the
same time the ability to capture and modify content within office productivity suites remains highly
desirable.
Oracle 2011 44
BI BRIEFING BOOKS
Briefing Books defined with Oracle BI Interactive Dashboards are report decks which can be
assembled online then captured and delivered for offline consumption. Once generated, a Briefing
Book becomes a multi-page pdf document with built-in outline-level navigation controls as well as
navigation within pages. Any pdf reader can be used to consume this versatile format.
Users have the option to either create a snapshot in time of data when content is added or make
Briefing Books updateable so they can be refreshed with up-to-date information. Briefing Books
can also be used to archive the information locally or on a file server.
A Briefing Book can be requested in an ad hoc fashion or it can be scheduled and automatically sent
to recipients via email using Oracle BI Delivers. Content can be personalized based on object and
data-level security for each recipient. Within Oracle BI, travel profiles can also be defined to target
specific mobile devices or accounts while on-the-road; although in many cases these distinctions are
becoming less important as mobile devices become a de-facto platform for consuming e-mail and
common attachments.
ORACLE BI MOBILE
The modern enterprise demands that analysis, updates and business insight be available at all times.
Mobile devices play a key role and the Oracle BI Foundation Suite provides access to all BI
Dashboard content via mobile devices and optimizes content for mobile consumption on those
devices. Oracles approach exploits not only the rock-solid Oracle BI foundation but also the proven
value of existing BI application content as leveraged on mobile devices. This strategy provides an
augmented but familiar user experience which can be immediately employed by users with little to
no training.
Innovative Oracle BI features like the Action Framework, integrated Scorecard views, Geospatial
views, Guided Navigation and complex Dashboard interactively can all be accessed via Oracle BI
Mobile native device applications. Naturally, classic functionality like alerting and notification
becomes even more powerful with the ability to further investigate and invoke a business action
where the insight occurs. Many of these features relate directly to the Actionable Intelligence
discussed in the previous section. Depending on the device, familiar BI content is enhanced with
appropriate behaviors like gestural, pinch or swipe interactions and orientation recognition.
Oracle 2011 45
Oracle BI Mobile content is designed in the familiar and intuitive browser-based Oracle BI builder
applications. Content can then be dynamically optimized for the target devices. This might mean
collapsing a multi-column Dashboard into a single column or segmenting it out into smaller pieces
for widget-style consumption. Importantly, Oracle BI Mobile applications feature integrated security
and can leverage SSL, SSO and other middleware infrastructure investments.
BI OFFICE INTEGRATION
The Oracle BI Foundation Suite provides a full-range of Office integration capabilities. Office
integration enables information from the Oracle BI Server, Analysis & Reporting, Interactive
Dashboards, and BI Publisher to be available from the Microsoft Office environment, embedding
up-to-the-minute corporate data in Microsoft Word, Excel, and PowerPoint documents. Users can
share these Office documents with others over the web for collaborative decision-making.
Business users can waste a lot of time trying to cut and paste corporate data into their Microsoft
Office documents. They need to determine (i) how to access data from many different systems; (ii)
what security privileges they need to access this information; (iii) how to keep data in Microsoft
Office current to avoid issues with data accuracy; and (iv) how to protect data so that it does not get
into the hands of unauthorized users.
BI Office Plug-In
The BI Office Plug-in allows business users to add business intelligence information into Microsoft
Office documents saving time; eliminating data accuracy problems; providing self-service access to
information; and securely sharing information with co-workers with appropriate context.
There are several important features of the BI Office Plug-in.
Simplified Data Embedding: The BI Office Plug-In makes embedding corporate data within
Microsoft Office documents easy and efficient. A business user lays out a document
template into which they would like to embed corporate data using Microsoft Word or
Microsoft Excel. The user can easily change the layout; change the output format, and
the locale (language, time zone) all within Microsoft Office. Once the user has defined
the layout, they simply define a data source either a database schema itself or a measure
or dashboard within the Oracle BI Server from which they would like to embed data
into Microsoft Office. Facilities such as the Parameters Toolbar preserve analytic
parameters within Microsoft Office.
100% Standard Microsoft Office Documents: Unlike other Business Intelligence tools, the BI
Office Plug-In generates a 100% standard Microsoft Office document. This allows users
to format, to re-organize the document, to use macros, to perform cell-based
calculations within Microsoft Office and to integrate data from non-analytic sources into
the same document. Users can also modify data filters, saved selections, rules and
formulas as needed while retaining all existing formatting and calculations in Microsoft
Office.
Simplifies Security: The BI Office Plug-In preserves the users security information when
accessing corporate data from Microsoft Office documents. This eliminates the need to
maintain a separate username/password for the user - the same username/password that
the user uses to access BI Interactive Dashboards can also be used to secure access to
Microsoft Office, lowering security administration costs and simplifying maintenance.
Oracle 2011 46
Eliminates data inaccuracy: The BI Office Plug-In eliminates data accuracy problems by
allowing the user to choose to automatically refresh a single data item or all data in the
Office document when the user connects to the network.
View Data in Context: The BI Office Plug-In provides document recipients with greater
context about the data they are accessing. By clicking on the data they are interested in,
they can easily view the underlying report right from within Office.
Distribution: The BI Office Plug-In allows users to share documents for collaborative
decision making in a variety of ways: (i) place them online in an embedded dashboard;
(ii) share them through online folders; (iii) share them through a Corporate Portal
(Oracle Portal or others); and (iv) share them as e-mail attachments.
The BI Office Plug-In integrates with the familiar Microsoft Office environment to provide business
users with an easy and efficient way to embed accurate, updateable data into their documents,
spreadsheets, and presentations. Resulting Office documents can be shared securely with others for
collaborative decision-making. The BI Office Plug-In simplifies security, is easy to install via the
auto-update mechanism of Microsoft Office, and eliminates data inaccuracy with the live update
feature.
Oracle 2011 47
Applications, and also to the Common Enterprise Information Model via the Oracle BI Server.
Smart View provides the ability to integrate EPM & BI data directly from the data source into
Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook and the capability to synchronize
information between Microsoft Word, Excel and PowerPoint.
Smart View is the tool of choice for power users when interacting with Essbase applications. For
Essbase users, Smart View offers powerful free-form analysis, powerful pivot capabilities, zoom in-
out, member selections, keep/remove members, full-access to Essbase metadata, write-back
capabilities, and direct access to Essbase calculation scripts.
The Oracle Application Development Framework (ADF) is an end-to-end Java EE framework that
simplifies application development by providing out of the box infrastructure services and a visual
Oracle 2011 48
and declarative development experience. Oracle BI provides BI view components for easy
integration into ADF-based applications. The Applications are typically constructed using Oracle
JDeveloper. ADF Views also provide the constituent building blocks for Oracle Fusion
Applications.
Surfaced via Oracle BI are View Components which expose: complete reports, individual report
views, complete Dashboards, individual Dashboard Pages and Scorecard views. A Programmatic
View Object against the Oracle BI Server also exposes Logical SQL View Objects which can be
incorporated into ADF applications. An additional ADF View that describes a wizard-based report
creation tool is also available and serves a primary role in the Oracle BI accessibility strategy.
To reference the BI Views, the user can create a connection to BI Presentation Services in
JDeveloper. This makes objects within the web catalog available via a resource palette to drag and
drop into an ADF page. ADF-based integration supports personalization and context passing.
Fact-based Insight is even more valuable when the insights can be shared and discussed with
colleagues. Oracle BI 11g is fully integrated with Oracle WebCenter. WebCenter is an industry
leading portal for social collaboration and information sharing which supports easy consumption
and interaction with Oracle BI content. Users can also leverage WebCenter social collaboration
features with BI Content. WebCenter Web 2.0 Collaboration features include: Search, tagging, tag
clouds; Linking & document association; Discussion forums; Chat, presence, & real-time
collaboration; Workspaces and Community lists.
Oracle 2011 49
Oracle BI also can be integrated into your choice of non-Oracle portals via industry standards.
Whole dashboards, individual dashboard pages, or individual reports, charts or analysis can be
delivered through corporate portals and with context passing and interaction.
WEB SERVICES
Oracle BI Presentation Services offers a programming interface using the Simple Object Access
Protocol (SOAP). Oracle BI supports a number of web services for easy integration with custom
applications and portals. These Web Services allow Session, HTMLView (GUI), XML View (Data)
and Catalog operations. The SOAP API can be used to build Oracle BI custom user interfaces or to
embed Oracle BI functionality within existing applications. This API can be used to start and
manage web sessions; retrieve results from Oracle BI Presentation Services in XML format; embed
Oracle BI Presentation Services results in third-party dynamic Web pages, Oracle WebCenter and
Portal Frameworks; merge report parameters and logical SQL to create analyses and return results;
and navigate and manage the Web Catalog.
The Oracle Sample Application for Business Intelligence Suite Enterprise Edition Plus (EE) is a
comprehensive set of configuration examples for Oracle Business Intelligence Suite. This simple
and easy to install content illustrates a broad range of Oracle Business Intelligence Suite capabilities
including interactive dashboards, semantic layer modeling and several OBIEE source integration
capabilities. The latest version of SampleApp can be downloaded any time from the Oracle
Technology Network.
Essbase API
Essbase APIthe developers interface to Essbaseenables the creation of custom applications
that take advantage of the MOLAP capabilities of the Essbase Server.
Oracle Essbase provides a powerful MOLAP solution that satisfies the complex calculation
requirements of end-user analysts across the enterprise in various departments, including finance,
accounting, and marketing. Essbase client tools provide access to centralized data through a variety
of interfaces, including:
Web-based interfaces
Spreadsheet interfaces.
Application and data management facilities.
Custom programs you can develop using the Essbase Application Programming
Interface (API).
The Essbase API provides a range of powerful and sophisticated features, including:
Transparent client-server access
Data manipulation, consolidation and reporting
Encapsulated server login procedure
Remote file management
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Application and database administration
User and group administration
Transparent, built-in security
Customized memory and message handling
Multiple platform support
Function library that allows direct creation, manipulation, and maintenance of database
outlines from a C or Visual Basic program
The API is an interface between the custom client program and Essbase and manages the transfer of
data between client and server. Custom applications make calls to functions within the API using C
or Java programs, and data is returned from the Essbase servers that the applications connect to.
The API interface also includes the capability to interact with the MDX language, the de facto
industry standard for querying MOLAP servers.
SYSTEMS MANAGEMENT
BI SYSTEMS MANAGEMENT
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The Enterprise Manager integrated Oracle BI screens have been designed for ease of use and low
TCO by focusing on the common system lifecycle and administration tasks. There are tabs available
for specific administration tasks in addition to a section that provides overall system status and
control in addition to key metrics and diagnostic information.
In order to make it easy to ensure the Oracle BI system is always available and provides the required
enterprise class scalability, Oracle BI 11g introduces an advisory section that provides task based
guidance for system optimization.
A key differentiator in Oracle BI 11g is the ability to perform a single click scale out. A system
administrator decides how to distribute the Oracle BI components such as the Oracle BI Server or
Oracle BI Presentation Services across a set of clustered machines and Oracle Enterprise Manger
automatically takes care of the provisioning and configuration.
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Figure 23 - Single Click System Scale Out
In addition, all this functionality is scriptable since under the covers Oracle BI systems management
is built on Java MBeans.
In summary, Oracle Enterprise Manager provides an unrivalled, integrated system management
experience for Oracle BI 11g and lowers the total cost of ownership through an intuitive, task based
web interface.
SUMMARY
INTEGRATED FOUNDATION
The core components of the Oracle BI Foundation Suite: Oracle BI Enterprise Edition 11g, Oracle
BI Publisher, Oracle Essbase, Oracle Scorecard and Strategy Management, and Oracle Essbase
Analytics Link individually deliver significant benefit to customers. While other BI solutions may
provide standalone capabilities in the functional areas covered by the BI Foundation components,
the fundamentally unique proposition of the Foundation Suite is that each of the core components
are integrated, significantly enhancing the value of the Business Intelligence investment.
The integrated foundation allows: (1) information and calculations from Essbase applications to be
fully accessible through all delivery channels; (2) integration of Essbase information with other
enterprise data sources; (3) creation of Essbase applications using common metadata; (4) creation of
highly-formatted enterprise reports from common metadata; (5) integration of enterprise reporting
with other BI content; (6) definition of KPIs that leverage data from Essbase and other enterprise
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sources; (7) re-use of KPIs across Business Intelligence and Scorecard applications, (8) rich financial
analytics information stored in Essbase sourced from operational financial applications and other
sources.
Integration offers customers superior visibility into business operations and alignment across the
business. The integrated Oracle BI Foundation Suite provides for the fastest time to value of any
Business intelligence solution in the market.
The sections above provide a detailed technical overview of the Oracle BI Foundation Suite. Lets
briefly summarize some of the key technical differentiators between Oracle BI Foundation Suite and
other Business Intelligence tools:
Integrated Platform: Unlike competitor offerings, which are typically a collection of tools,
The Oracle BI Foundation Suite is a truly integrated platform that leverages integrated
metadata, integrated security, integrated content delivery infrastructure, and integrated
systems management
Unified Enterprise View of Information: The Oracle BI Foundation Suite and its Common
Enterprise Information Model enables organizations to federate, or combine
enterprise data from multiple databases, enterprise applications, OLAP sources, and
unstructured data sources in a single unified Enterprise View of Information. Since most
organizations have multiple data warehouses, marts, and custom analytic applications, as
well as new applications not yet loaded into any marts, this is a key requirement for end-
to-end fact-based management of business processes and enterprise performance.
Competitive products require separate metadata models for distinct data sources.
Unified Semantic View of Information: The Common Enterprise Information Model allows
an organization to model the complex information sources of their business in a simple,
understandable, semantically unified, logical business model. This model-centric view (as
compared to report-centric view of information) allows organizations to share the same
definition for analytic measures/information across disparate users who may be
calculating this information from disparate data marts and warehouses. The model-
centric view enables true end-user self-service where users are insulated from the
complexities of underlying data structures and are not required to re-build business
semantics for each and every report. The result is greater consistency and accuracy of
information.
Pervasive Business Insight: The Oracle BI Foundation Suite is the only suite that provides
business users with access to the information they need, when they need it, on multiple
devices via multiple delivery channels, while maintaining consistency in the definition of
the calculations, in a true self-service delivery model.
Real Time Insight: The Oracle BI Foundation Suite allows business users to combine
historical data and real-time information to get an up-to-the-minute view of their
business not just what happened but what is happening?
Insight Driven Actions: The Oracle BI Foundation Suite provides true pro-active
intelligence with Guided Analytics facilities and the Action Framework to help business
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users navigate quickly to troubleshoot problems and invoke business processes to take
action. Other tools are primarily focused on reporting what happened.
Business Process Optimization: Integration between the Oracle BI Foundation Suite and
Oracle BPEL Process Manager is designed to help integrate Business Insight into
business workflows to drive Business Process Optimization a feature Oracle refers to
as sense and respond.
Automated Performance Optimization: Aggregate Persistence allows the administrator can use
Common Enterprise Information Model metadata to quickly and easily create, load and
maintain aggregate views, reducing the TCO of the most important data warehouse
performance technique.
Best-in-class ROLAP: The Oracle BI Foundation Suite provides users the best ROLAP
experience in the market by providing flexible exploration of all data sources, broad
schema support, multi-pass calculation capabilities, automated query tuning, and a task-
oriented user interface.
Best in class MOLAP: The Oracle BI Foundation Suite offers market leading MOLAP
capabilities, with Oracle Essbase as the foundation for what-if, custom planning and
prediction capabilities; the industrys first fully unified ROLAP and MOLAP user
interface; and the ability to seamlessly navigate across relational, OLAP, and
unstructured data sources.
Best-in-class Reporting and Publishing: The Oracle BI Foundation Suite offers a unified
architecture for web-based interactive and document-centric production reporting; a
powerful self-service user interface for report design and publishing; seamless integration
with Microsoft Office; and support for relational, OLAP, and unstructured sources.
Best-in-class Scorecard and Strategy Management: The Oracle BI Foundation Suite offers the
industrys only integrated Scorecard and Strategy Management component that enables
alignment with corporate objectives with KPIs as core metadata objects, advanced
visualizations, and a flexible design that does not dictate a specific methodology.
Extensible Financial Analytics Platform: The Oracle BI Foundation Suite provides
capabilities to integrate and merge multiple operational financial data sources into a
single data model, providing detailed information for analytical measurements (KPIs)
and the application of advanced analytics.
Best-in-class Systems Management: Unified operational systems management capabilities are
provided across the entire Oracle BI Foundation Suite that offer clustering and
availability with single-click scale out; comprehensive security and identity
administration; and the ability to work in heterogeneous operational environments.
Best-in-class Multi-User Development: The Oracle BI Foundation Suite offers the industrys
most advanced capabilities for multi-user development environments supporting
portable BI applications, lifecycle management processes, patching, bug-fixing,
branching, and merging.
Fastest Time to Value: Finally, with its unified infrastructure and its support for Pre-
Packaged BI and EPM Applications, the Oracle BI Foundation Suite provides the fastest
time-to-value for Business Intelligence investments in the market today.
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CONCLUSION
The Oracle BI Foundation Suite is designed to help todays organizations drive profitable growth,
change, and many other operational and financial performance goals. The Oracle BI Foundation
Suite helps customers achieve this higher level of value by providing more than a comprehensive set
of tools, but an integrated suite to make BI pervasive, providing insight to all employees within their
normal work environment, applications and business processes.
The Oracle BI Foundation Suite delivers a comprehensive set of capabilities that span ad-hoc query
and analysis, OLAP analysis, interactive dashboards, scorecards, reporting, proactive intelligence and
alerts, mobile analytics, and more. The core components of the Foundation Suite, the Oracle BI
Enterprise Edition 11g, Oracle Essbase, Oracle BI Publisher, Oracle Scorecard and Strategy
Management, and Oracle Essbase Analytics Link are fully integrated to enable true closed-loop,
insight driven business processes.
The Oracle BI Foundation Suite speeds time to value by integrating into the companys existing
architecture, unifying the many fragmented systems into a coherent enterprise view while leaving
data in place, and giving customers a buy and tailor option rather than just a build approach. It
increases speed-to-insight by uniquely enabling comparisons of real time, historical and forward
looking information while leaving data in place in its several sources.
The Oracle BI Foundation Suite thus provides the highest value, lowest TCO of any BI solution
available today.
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