Deploying OBIEE in the Cloud: Getting Started, Deployment Scenarios and Best Practices
Mark Rittman, CTO, Rittman Mead Oracle Openworld 2014, San Francisco T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.rittmanmead.com About the Speaker • Mark Rittman, Co-Founder of Rittman Mead • Oracle ACE Director, specialising in Oracle BI&DW • 14 Years Experience with Oracle Technology • Regular columnist for Oracle Magazine • Author of two Oracle Press Oracle BI books • Oracle Business Intelligence Developers Guide • Oracle Exalytics Revealed • Writer for Rittman Mead Blog :
http://www.rittmanmead.com/blog • Email :
[email protected] • Twitter : @markrittman T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.rittmanmead.com About Rittman Mead • Oracle BI and DW Gold partner • Winner of five UKOUG Partner of the Year awards in 2013 - including BI • World leading specialist partner for technical excellence,
solutions delivery and innovation in Oracle BI • Approximately 80 consultants worldwide • All expert in Oracle BI and DW • Offices in US (Atlanta), Europe, Australia and India • Skills in broad range of supporting Oracle tools: ‣OBIEE, OBIA ‣ODIEE ‣Essbase, Oracle OLAP ‣GoldenGate ‣Endeca T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.rittmanmead.com Deploying OBIEE in the Cloud • Many OBIEE customers are considering deploying their BI
infrastructure in the “cloud” • “Push” and “Pull” factors in-play ‣Perceived benefits in reducing amount of on-premise servers,
software installs, upfront-license costs ‣May also be prompted by migration of rest of IT infrastructure
to the cloud ‣To enable business agility - deploy the system now - And potentially reduce dependency on IT department T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.rittmanmead.com com W : www.com/cloudbi/ T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. S3) and Oracle BI • More details at
http://www.com .Enabling Business Agility .rittmanmead.Rapid Development in the Cloud • Example cloud use of OBIEE .rittmanmead.accelerating the BI development process ‣Combines agile development (“ExtremeBI”) with OBIEE deployed into Amazon AWS ‣Cloud element allows development to start now ‣Options for repatriating on-premise afterwards • Based on Amazon AWS (EC2. Options for Deploying OBIEE in the Cloud • Deploy it yourself into a public cloud (Amazon AWS.com W : www. roles etc T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] BI Cloud Service ‣OBIEE 11g built for the cloud ‣Part of Oracle Public Cloud.com . comes with
Oracle Cloud DB ‣Thin-client data modeller ‣Tools for managing users. Microsoft Azure. multi-tenant SaaS app) • Or … . Rackspace etc) • Buy it as a service (Oracle On-Demand.rittmanmead. rittmanmead.com . Java.com W : www.Oracle Cloud Business Intelligence • Generally Available (GA) September 2014 • Part of the wider PaaS (platform-as-a-service)
offering including database. documents etc • Aimed at a very specific set of use-cases initially ‣Adding BI and analytics to cloud-based apps ‣Departmental sandbox-type analysis T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. com . Consumer-Style Experience T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.Self-Service. com .com W : www.rittmanmead.Oracle BI Cloud Service v1 Functionality T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. com Oracle Schema-as-a-service
Database (single source) Cloud On-Premise .com) • No upfront license cost Oracle BI-as-a-Service ‣Pay monthly as OpEx • Uses new thin-client RPD modelling tool • Only reports against a single Oracle database
schema (Oracle Cloud Schema-as-a-Service) • “Standard” OBIEE .but will possibly preview new
functionality before on-premise versions Admin access
• Patched automatically by Oracle over HTTP ‣Customer able to be max one version behind? • Comes with two instances .How it Works • Runs in Oracle’s public cloud environment (http://cloud.rittmanmead.com W : www.oracle.pre-prod and prod ‣Code promotion through BI Archive export/import T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] Cloud Business Intelligence . com W : www.rittmanmead.Oracle BI Cloud Services v. Accessing Services T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected]
Logging into BICS.com . com .com W : www. provided during Cloud service provisioning process • Identity Domain is the tenant ID.Logging In and Providing Identity Domain • Login separate to oracle.rittmanmead. all users of same service use same domain ID T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] login. com . with ApEX front-end and data upload • View status of services • Click on link to launch required service ‣Database ‣Business Intelligence Click to launch
BICS Service Dashboard T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] Cloud : My Services Dashboard • Oracle BICS bundle includes Oracle Database Cloud Service (Schema-as-a-Service) • Provides data store for OBIEE data.com W : www.rittmanmead. com . Company name etc ‣Click on Service Instance URL
to launch OBIEE Presentation Services Click to launch
OBIEE Home Page T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. author count over period) • Subscription details.Oracle Business Intelligence Cloud Service : Dashboard • View basic metrics on system usage
(users.rittmanmead.com W : www. Oracle BI Cloud Services v.rittmanmead.1
Accessing BI Dashboards & Analyses T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.com . build the RPD.com W : www. administer users. manage system T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] Cloud Service Home Page and Dashboards • Answers and Dashboards (with new Oracle Cloud look-and-feel) • But with tools to upload data.com .rittmanmead. dashboards etc (but limited to subset of features now) • Each tenant has a single RPD.com .com W : www.Creating Analyses and Dashboards • Standard UI for creating analyses. all users report against that (but can add security etc) • Helpers when user first connects to guide through key features T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected]. Standard Dashboard and Analysis Editor Experience • Regular Presentation Services interface . Analysis Editor.com W : www.rittmanmead.Dashboard.com . Catalog view etc • Uses new “Skyros” theme from Fusion Apps T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. use repository and session variables etc • No access to Agents. use filters.Dashboard and Analysis Limitations in v1 • Can create analyses. Scorecards. filters. selection steps.rittmanmead.com W : www.com . dashboards. calculations etc • Can create dashboard prompts. SOA / EBS integration etc • No export of
catalog objects T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. BI Publisher (anything that uses NQ_ tables) • No Essbase. Oracle BI Cloud Services v.rittmanmead.com .com W : www.1
Uploading data to Database Cloud Service T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. Oracle Database Cloud Service • Each instance of BICS comes with Oracle Database Cloud Service (Schema-as-a-Service) • ApEx environment with 10GB storage attached • Able to run PL/SQL packages (with 5m timeout) • Either create tables.com . views etc from ApEX.com W : www.rittmanmead.
or use data uploader in BICS
Click to launch
ApEX Home Page T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. SQL queries • Can be used to build supporting applications.com W : www. administration screens for OBIEE application • Make use of PL/SQL functionality ‣Data cleansing ‣Call Web Service REST APIs ‣More complex processing
and calculations • DB Cloud Service dashboard has tools
for data and application exports T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] . table creation.rittmanmead.ApEx Development Environment • Full ApEx environment for application building. com . data modeller etc) • Use SQL*Developer and SFTP data upload facility • Use BI Cloud Service Data Uploader T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.Options for Uploading Data to BI Cloud Service (DB Cloud) • Use ApEx front-end and tools within it (data upload.rittmanmead. SQL*Developer for Database Cloud Access / Upload • SQL*Developer 4+ can view.com W : www. query and upload data to Database Cloud • Uses DB Cloud REST API to access database • Create “carts” of data to upload • Uses SFTP to bulk-upload
data imports to cloud T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] .rittmanmead. text (delimited or fixed width) • Store as a table in Database Cloud Service • Create keys. joins.rittmanmead.Data Uploader in ApEx • Upload spreadsheet.com . XML data.com W : www. views etc T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. com .BI Cloud Services Data Uploader • Custom ApEx application shipped with DB Cloud Service for BICS • Upload CSV. text. xls and xlsx files to Database Cloud • Paste data from clipboard and upload Click to launch
Data Uploader • Limited data re-formatting features • Preferred method for uploading data T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.rittmanmead. com W : www. csv. xlsx or xls file to application • Contents of file then appear in
Preview window • Or just paste data from clipboard
into same preview window • Option to ignore headers line • Option to select delimiter char T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] .rittmanmead.BICS Data Uploader Step 1 : Select File to Upload • Press Upload to upload txt. com W : www. or enter details for new table • Incoming columns in file mapped to table columns • Ability to change column case. strip spaces.com .rittmanmead. format as number T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] Data Uploader Step 2 : Select Target or New Table • Either select existing table to upload to. com .is the used to load a regular DB table • Review table and check for loading errors T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. and Upload • Preview file contents with transformations and final column names • Upload file to Database Cloud Service .rittmanmead.BICS Data Uploader Step 3 : Preview Content.com W : www. com W : www.com .Oracle BI Cloud Services v.rittmanmead.1
Creating the repository T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. com W : www.rittmanmead. works with RPD online • Single repository per tenant • Regular RPD. have to create DB views • Single business model Click to launch
• Only logical calculations Data Modeller • But otherwise .Thin-Client Data Modeller • New thin-client data modeller.com . but modeller only supports
subset of BI Administration features • Single LTS per logical table • No Alias.an RPD T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. com W : www. Add tables to Database Cloud Service via data uploader Lock Model (RPD) Add joins if not automatically introspected Select either a dimension or fact to create Select table to base fact or dimension on Format logical column names. 2.com . 5. values Add calculations. 8. 7. 9. aggregations Add hierarchies Publish model and unlock T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected]. 6. 4.Data Modeller Repository Creation Workflow 1. 3. com W : www.com .Logical Fact Table Features • Joins to dimensions automatically introspected when tables selected for model • Add default aggregation for logical columns • Define logical calculations
(post-aggregation calcs only) • Add data filters against
application roles • Set access permissions for
application roles T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected]. com W : www.com .rittmanmead.Logical Dimension Table Features • Alter and rename default logical column names • Add new logical columns using logical SQL expressions • Add one or more level-based hierarchies T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. com W : www.com .rittmanmead.Variables • Can create static and dynamic repository variables • Also create session variables. including access to system session variables ‣Access to :USER etc system session variables T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
+61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead. com .rittmanmead.Oracle BI Cloud Services v.1
Administration and Maintenance T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www. com . launches BICS Service Console • View users.com W : www. assign to roles • Map roles to application roles defined by tenant administrator Click to launch
BICS Service Console T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] Users and Application Roles • Click on Manage link on Homepage. catalog ‣Does not include DB Cloud elements.overwrites entire RPD.com W : www.com . catalog) can be snapshotted with versions stored online • Download and upload snapshots ‣Test to production migration ‣Restore snapshots for versioning • Note .
need to be archived separately T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] (BI Archives) • Entire system (RPD.rittmanmead. 1
Example Application : Cloud CRM Reporting T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] .Oracle BI Cloud Services v.com W : www. com . sales automation. and hard to report against ‣Access via REST APIs rather than SQL / ETL • BI Tools needed.com W : www.Scenario • Many customers use SaaS applications for CRM. talent management etc • Often silos of information. but prefer if SaaS deployed too • Solution : Oracle BI Cloud Services.
but how to access SaaS data sources? T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] Application #1 : Cloud CRM Reporting .rittmanmead. name := 'Accept'. data ‣PL/SQL package retrieves
Salesforce instance data BEGIN apex_web_service.salesforce. XMLData := XMLType(l_clob). l_clob := Schema for OBIEE access apex_web_service. procedures • ApEx has APEX_WEB_SERVICE API.SaaS Data Access Solution : DB Cloud PL/SQL REST Access • Database Cloud Service supports PL/SQL packages.com .rittmanmead.com provides REST API for retrieving objects.'/OAuth/instance_url/text()') AS r_instance . 5 min timeout for PL/SQL prods FOR r IN ( ‣DB Cloud limitation SELECT ExtractValue(Value(p). ‣Stages into Database Cloud
apex_web_service. supports RESTful and SOAP web service calls • Salesforce.com W : www. <1 min TABLE(XMLSequence(Extract(XMLData.value := 'application/xml'. p_body => '').make_rest_request( p_url => 'https://login. p_http_method => 'POST' . ‣Break retrieval into
ExtractValue(Value(p).g_request_headers(1).'/OAuth'))) p ) LOOP T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected]/services/oauth2/token?grant_type=password&client_id=' ||clientId||'&client_secret='||clientSecret||'&username='||username|| • Need to work around
'&password='||password.'/OAuth/access_token/text()') AS r_token FROM small steps.g_request_headers(1). Build Repository Against Database Tables • PL/SQL Package calling Salesforce.com REST API populates Oracle tables • Oracle Tables then mapped into BI repository • Facts and dimensions created • Variables defined • Users added into roles T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.com .rittmanmead.
but still apply correct security rules T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] W : www.com . no online access to SaaS security • Solution : download user > account security objects.Supporting SaaS Security Models • Full import of SaaS dataset presents the problem .how do we then respect app security? ‣Users will connect into OBIEE as themselves.rittmanmead.
join those to facts to perform row-level filtering ‣Needs knowledge of underlying
SaaS row-level security setup ‣Join security access table to model
to apply data restrictions ‣But then allows BICS app to work
disconnected from SaaS application. Example Dashboard using Salesforce.rittmanmead.com .com Dataset New graph type:
Example of visualisation appearing first on BICS T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] • Look out for our book.com • Contact us at
[email protected] You for Attending! • Thank you for attending this presentation. and more information can be found at http:// www.rittmanmead.com .com/rittmanmead) T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] or mark.rittmanmead.com W : www. “Oracle Business Intelligence Developers Guide” out now! • Follow-us on Twitter (@rittmanmead) or Facebook (facebook. com W : www.com . Jan 2014 T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or
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[email protected] OBIEE in the Cloud: Options and Deployment Scenarios
Mark Rittman.rittmanmead. Rittman Mead BIWA Summit 2014. CTO. San Francisco.