Category Archives: Rittman Mead

Practical Tips for Oracle BI Applications 11g Implementations

As with any product or technology, the more you use it the more you learn about the “right” way to do things. Some of my experiences implementing Oracle Business Intelligence Applications 11g have led me to compile a few tips that will improve the overall process for installation and configuration and make the application more maintainable in the future. You can find me at KScope15 in Hollywood, FL beginning June 21st, presenting this exact topic. In this post I want to give you a quick preview of a couple of the topics in my presentation.

Data Extract Type – Choose Wisely

Choosing how the data is extracted from the source and loaded to the data warehouse target is an important part of the overall ETL performance in Oracle BI Applications 11g. In BI Apps, there are three extract modes to choose from:

  • JDBC mode
    This default mode will use the generic Loading Knowledge Modules (LKM) in Oracle Data Integrator to extract the data from the source and stream it through the ODI Agent, then down to the target. The records are streamed through the agent to translate datatypes between heterogeneous data sources. That makes the JDBC mode useful only when the source database is non-Oracle (since the target for BI Apps will always be an Oracle database).
  • Database link mode
    If your source is Oracle, then the database link mode is the best option. This mode uses the database link functionality built-in to the Oracle database, allowing the source data to be extracted across this link. This eliminates the need for an additional translation of the data as occurs in the JDBC mode.
  • SDS mode
    This should really be called “GoldenGate mode”, but I’m sure Oracle wants to keep their options open. In this mode, Oracle GoldenGate is used to replicate source transactions to the target data warehouse in what is called a Source Dependent Data Store (SDS) schema. This SDS schema mimics the source schema(s), allowing the SDE process to extract from the DW local SDS schema rather than across the network to the actual source.
    If the use of GoldenGate is an option, it’s hands-down better than JDBC mode should you be extracting data from a non-Oracle source. (Have a look at my OTN ArchBeat 2-minute Tech Tip as I attempt beat the clock while discussing when to use GoldenGate with BI Apps!)

OBIA architecture

Let’s go into a bit more detail about using GoldenGate with BI Applications. Because the SDS is setup to look exactly like the source schema, the Oracle Data Integrator pre-built Interfaces can change which source they are using from within the Loading Knowledge Module (LKM) by evaluating a variable (IS_SDS_DEPLOYED) at various points throughout the LKM. Using this approach, the GoldenGate integration can be easily enabled at any point, even after initial configuration. The Oracle BI Applications team did a great job of utilizing the features of ODI that allow the logical layer to be abstracted from the physical layer and data source connection. For further information about how to implement Oracle GoldenGate with Oracle BI Applications 11g, check out the OTN Technical article I wrote which describes the steps for implementation in detail.

Disaster Recovery

If the data being reported on in BI Applications is critical to your business, you probably want a disaster recovery process. This will involve an entirely different installation on a full server stack located somewhere that is not near the production servers. Now, there are many different approaches to DR with each of the products involved in BI Applications – OBIEE, ODI, databases, etc., but I think this approach is more simple than many others.

BI Apps DR Architecture

The installation of BI Apps would occur on each site (primary and standby) as standalone installations. It’s critical that you have a well defined, hopefully scripted and automated, process for installation and configuration, since everything will need to be exactly the same between the two sites. Looking at the architecture diagram above, you can see the data warehouse, ODI repository, and BIACM repository schemas will be replicated from primary to standby via Oracle Dataguard. The OBIEE metadata repositories are not replicated due to much of the configuration information being stored in files rather than the database schema.

With the installation and configuration identical, any local, internal URLs will be setup to use the local site URL (e.g. http://biapps.rittmanmead-primary.com). The external URLs, such as the top-level site (e.g. http://biapps.rittmanmead.com/biacm) or database JDBC connection URLs, will all use canonical names (CNAMEs) as the URL. A CNAME is really just an alias used in the DNS, allowing an easy switch when redirecting from one site to another. For example, the CNAME biapps.rittmanmead-primary.com will have an alias of biapps.rittmanmead.com. This alias will switch to point to biapps.rittmanmead-standby.com during the failover / switchover process.

We can now run through a few simple steps to perform the failover or switchover to the standby server.

  • Update Global CNAMEs
  • Switch primary database via DataGuard
  • Update the Web Catalog and Application Role assignments
  • Start NodeManager, OHS, WebLogic AdminServer
  • Update Embedded LDAP User GUID in ODI (if necessary)
  • Start BI and ODI Managed Servers
  • Update and Deploy the RPD
  • Start the BI Services

Looks pretty straightforward, right? With the appropriate attention to detail up front during the installation and configuration, it becomes simple to maintain and perform the DR switchover and failover. I’ll go into more detail on these topics and others, such as installation and configuration, LDAP integration, and high availability, during my presentation at KScope15 later this month. I hope to see you there!

 

New In Oracle BI Cloud Service – Oracle Visual Analyzer, and Data Mashups in VA

Oracle released an update to Oracle BI Cloud Service a few weeks ago that included Oracle Visual Analyzer, along with some other improvements including support for full Oracle Database-as-a-Service as the database backend, the ability to upload RPDs and run them in the cloud, and support for a new utility called DataSync. In this post though I want to take a quick look at Visual Analyzer, and in-particular look at the data-mashup feature it provides.

Visual Analyzer is of course one of the tentpole features in OBIEE12c that we’ve all been looking forward to, as is 12c’s ability to allow users to upload spreadsheets of data and join them to existing subject areas in Answers. I’m covering Visual Analyzer in an upcoming edition of Oracle Magazine so I won’t go into too much detail on the product at a high-level here, but in summary Visual Analyzer provides a single-pane-of-glass, Tableau-type environment for analysing and visualising datasets stored in Oracle Cloud Database and modelled in BICS’s cut-down web-based data-modeller. In the Oracle Magazine article I take the Donors Choose dataset that we featured at the recent Rittman Mead BI Forum 2015, and create a range of visualizations as I explore the dataset and pick the type of project I’d most like to donate to.

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Visual Analyzer differs from Answers in that all of the available data items are listed down one side of the page, there’s no flicking backwards-and-forwards between the Criteria tab and the Results tab, filters are set by just right-clicking on the column you wish to filter by, and the visualisation builds up in front-of your eyes as you add more columns, move things around and arrange the data to get the most appropriate view of it. From an IT manager’s perspective, where Visual Analyzer improves on desktop analysis tools such as Tableau and Spotfire is that the data you work with is the same governed dataset that Answers and Dashboards users work with, the same security rules and auditing apply to you as to other Presentation Services and Catalog users, but those types of “self-service” users who just want to play-around with and explore the data – rather than create reports and dashboards for mass consumption – now can work with the type of tool they’ve up-to-now had to look elsewhere for.

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One of the other headline features for OBIEE12c announced at last year’s Oracle Openworld is “Model Extensibility and Data Mashup”. Announced as part of Paul Rodwick’s “Business Analytics and Strategy Roadmap” session and described in the slide below, this feature extends the capabilities of the BI Server to now handle data the user uploads from the Answers (and now Visual Analyzer) report creation page, joining that data as either “fact extensions” or “measure extensions” to an existing Presentation Services subject area. 

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I won’t go into the technical details of how this works at this point but in terms of how it works for the end-user, let’s consider a situation where I’ve got a spreadsheet of additional state-level data that I’d like to use in this Visual Analyzer (VA) project, to in this case colour the states in the map based on the income level of the people living there. The spreadsheet of data that I’ve got looks like this:

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Note the cunningly-named columns in the first row – they don’t have to match the column names in your VA data model, but if they do as you’ll see in a moment it speeds the matching process up. To add this spreadsheet of data to my VA project I therefore switch the menu panel on the left to the Data Sources option, right-click and then choose Add Data Source…

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Then using the Add Data Source dialog, upload the XLSX file from your workstation. In my instance, because I named the columns in the top row of the spreadsheet to match the column names already in the BICS data model, it’s matched the SCHOOL_STATE column in the spreadsheet to the corresponding column in the SCHOOLS table and worked out that I’m adding measures, joined on that SCHOOL_STATE column.

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If my spreadsheet contained other text fields matched to the existing model via a dimension attribute, the upload wizard would assume I’m adding dimension attributes, or if it detects them wrong I can match the columns myself, and specify whether the new file contains measures or attributes. BICS then confirms the join between the two datasets and I can then start selecting from the new measures to add to my project.

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My final step then is to add the HOUSEHOLD_INCOME measure to my visualisation, so that each state is now shaded by the household income level, allowing me to see which states might benefit most from my school project donation.

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One thing to bear-in-mind when using mashups though, is that what you’re effectively doing is adding a new fact table that joins to the existing one on one or more dimension levels. In my case, my HOUSEHOLD_INCOME and POPULATION measures only join to the DONATIONS dataset on the SCHOOL dimension, and then only at the STATE level, so if I try and reference another column from another dimension – to add, for example a filter on the FUNDING STATUS column within the PROJECTS dimension – the project will error as that dimension isn’t conformed across both facts.

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My understanding is that Oracle will fix this in a future release by setting all the non-conformed dimensions to “Total” as you can do with the on-site version of OBIEE yourself, but for now this restricts mashups to datasets that use fully-conformed dimensions, and with filters that only use those conformed dimensions from the join-level up.

So that’s VA on BICS in a nutshell, with this article drilling-down further into the very interesting new data mashup feature. Look out for more on this new release of BICS soon as I cover the new DataSync feature, RPD uploads and connecting BICS to the full Oracle Database-as-a-Service.

 

User Engagement – Why Does it Matter?

The value of any system can be measured by how often you interact with it. The perfect example is Slack, which is now seen as the most successful collaboration app ever and is valued at $1.2bn. The key metric for this is DAU/MAU (the ratio of daily users over monthly users), which scales from 0 (no visits) to 1 (every user visits daily) based on how active your users are.

How does this relate to your BI or analytics system? We believe that the same concept applies. The more you interact with your BI/analytics system, the more valuable it is to your organisation.

Return on investment (ROI) of BI/analytics systems has always been hard to measure. There is widespread belief that the battle was either won or lost during the development stage of its lifecycle so, agile project approaches, stakeholder involvement, and effective change management programs are employed to closer align the system to users’ true requirements. However, even that may not drive users to use the system.

What can you do if your system is already live?

Focus on user engagement. The BI Scorecard describes typical BI/analytics systems as having only 22% user adoption. Gartner, in its The Consumerization of BI Drives Greater Adoption paper, puts the typical user adoption rate at 30%. This leaves a lot of room for improvement.

We believe that there are 5 drivers for user engagement:

  • User interface and user experience
  • Quality, relevance, and confidence in data
  • Performance
  • Ability to use the system
  • Accessibility – is the system available in the right way, at the right time?

Addressing these can drive low cost and low risk improvements to the user engagement of your system and, in turn, increase its value.

Over the next few months, we are focusing on user engagement and will be launching a set of articles and initiatives to assist organisations. We will also launch a User Engagement Service that baselines your current user engagement levels, makes a series of recommendations for improvements based on the drivers above, implements them and then measures their impact on the system. The results are a demonstrable increased ROI on your BI/analytics system.

Over the next few months we will be putting a lot of focus into user engagement, plus developing a set of tools to extend OBIEE to use technologies like D3. If you are interested in hearing more, please sign up to our mailing list below.


OBIEE 11.1.1.9: New Features for Front-End Developers and Business Users

OBIEE 11.1.1.9 was released this May and Robin and Mark wrote great posts about New Features from System Administrators and the new support for HiveServer2 and Cloudera Impala respectively. In this post, we will see some useful new features for Front-End development. Some of these features like tree map, new styles, etc. were included in the OBIEE 11.1.1.7.10 version, but I’m including them here anyway because if you are moving from an earlier release of 11.1.1.7 you probably haven’t seen them yet.

Search & Sort options inside the Subject Area

There is a new option to search inside the subject area when we create an analysis. If we press the magnifying glass icon in the Subject Areas pane, a search box appears and OBIEE will return all the objects that contains the text that we entered. We can also use the % wildcard.

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In addition there is also the option to order the objects inside the subject area sorting the folders and the presentation columns inside them. The default value is showing the objects in the way that are saved in the repository.

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Save Calculated Items in the Web Catalog

A very useful feature for business users is the possibility to create calculated items in an analysis and save it in the catalog in order to reuse it in other analyses for the same subject area.

In the Results tab there is a new icon for creating a new measure. The calculation is created in the same way the column formulas are created.

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After the new measure is created you can go to the Criteria tab and in the column pop-up menu select the Save Column As option. In this manner you save this new measure as a new object in the catalog to be reused in other analyses. The feature of creating a new calculated measure for tables and pivot tables was included in the 11.1.1.7.10 version but the possibility to save the column in the catalog is a new feature of the OBIEE 11.1.1.9.

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You can also change the properties of the new column in the Criteria tab but be aware that conditional formatting and conditional action links for the column are not saved to the catalog. Regular action links are saved for the column as well as the format properties.

The saved column can be edited from the catalog pane and catalog page. All the changes that you make in the catalog are applied to every analysis that used this column. If you modify it inside a particular analysis, these changes are valid only for the analysis that you are working on.

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To be able to save new measures as columns you should have the Save Column privilege.

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Global Variables

In this version we find a new new type of variables: the Global Variables. Global Variables can be defined in the context of an analysis and can be used in other analysis. Useful to do some intermediate reusable calculations.

To create a new global variable, select the Edit Formula option for the required column. When you press the Variable button in the Formula Editor you will see the new Global option. The Insert Global Variable dialog appears and you can select an existing global variable to be used in the formula, or you can create a new one. To create a new one you need to enter a name, type and value. If you want to use an expression like in the example (Min(Revenue)) as value, the data type should be Text.

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To reference a global variable you need to use the fully qualified name including the context: @{global.variables.variablename}.

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Also to manage global variables you should have the Manage Global Variables privilege.

New Visualisation: Treemap

There is a new visualisation called Treemap since OBIEE 11.1.1.7.10. Treemap groups the dimensional data that you selected in the analysis in tiles. By default, the tiles size is based in the content of first measure of the analysis and the tiles colour is based in the content of the second measure. If you have only one measure in your analysis, is used for both size and colour.

treemap

You can edit it as any other view and change the group by information as well as the measures which affects the size and colour of the tile and the range of colours that you want to use. Also you can choose the style between seeing the information in coloured bins or using continuous colour fill. If you selected the first one you can also select the amount of different coloured bins do you want to use.

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New Preview Styles

When you want to preview an analysis in the Results tab, instead of showing immediately how the analysis will look, OBIEE offers you different Styles to see your analysis. These feature was also included since the 11.1.1.7.10 version. In case you want to create a custom style, Oracle recommends to use the new Skyros style as a starting point.

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Horizontal Layout for Radio Button and Check Box Dashboard Prompts

Radio button and check box dashboards prompts can be showed horizontally. When you create a new dashboard prompt using check box or radio button under Options, you can select between horizontal or Vertical Layout appears under Options.

horizontal_prompts

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Enhancements in Export & Print Options

In this version, you will find more options in the Print and Export Options dialog. You can select if you want to include charts, images and formatting or to specify column properties like the column width and to wrap the text in columns.

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In summary, these features are simple but quite useful for business users and front-end developers, and give more flexibility to create better data visualisations.

 

Deploying Oracle BI Mobile HD within Good, Oracle OMSS and Other Secure MDM Containers

A few months ago ODTUG announced their ODTUG Mobile Day in Utrecht, Netherlands and asked if I’d like to put forward an abstract for a presentation. Something that’s been on my mind for a while is the issues some of our customers have been reporting trying to run Oracle BI Mobile HD with the Good Mobile Device Management toolkit, so I thought this might be a good opportunity to look into the topic in more detail and try and come-up with some recommendations on how to get this working. As the ODTUG Mobile Day was for all Oracle developers, not just BI ones, I thought it’d be a good opportunity to look into iOS and Android development in-general as it relates to Oracle, and in-particular what’s involved in deploying into these “container” environments that many large enterprise customers insist on when deploying mobile applications. The presentation is available on Slideshare if you want to download it, but I thought I’d expand on some of the concepts and tips in a separate blog post as it’s all actually quite interesting.

As a bit of background, OBIEE itself can of course display its standard dashboards through mobile web browsers with graphics and charts switching to iOS and Android-friendly formats rather than trying to render in Flash. But standard dashboards and analyses look too small and are hard to work with in mobile browsers, so using this approach to mobile-enable your dashboards isn’t generally recommended. Instead of course, as most readers will already be aware, Oracle released a number of mobile clients for OBIEE over the years, with Oracle BI Mobile and Oracle BI Mobile App Designer available in the latest 11.1.1.9 and suiting most end-user and customer needs for mobile access to their business analytics data.

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Oracle BI Mobile App Designer apps can be deployed using SSL and SSO, whilst BI Mobile HD takes advantage of iOS and Android platform security features such as password storage in encrypted on-device keystores and remote-wipe of devices. But for some organizations that need higher-levels of device control and data security, this platform-level security isn’t enough as:

  • Unknow and unsecured devices accessing their networks (for example,via VPN) is considered an unacceptable security risk
  • For Android devices in-particular, there is known malware out on the internet that can compromise “rooted” devices
  • It’s possible to cut-and-paste sensitive information from BI Mobile applications into other applications
  • Users don’t always set secure passwords, and lost or stolen devices can potentially expose BI data stored on the device to unauthorised users

To address these issues, a number of Mobile Device Management vendors provide enterprise-level solutions to these issues, typically by having the customer specially-sign applications they wish to deploy to indicate they’ve been authorised for use, and by deploying those applications within managed containers that keep them separate from the general mobile apps on the users’ device. As well as specially signed and deployed applications such as BI Mobile HD, these MDM suites also typically provide secure and containerised web browsers and email devices, both of which need to work with Oracle BI and Oracle BI Mobile App Designer. Vendors in this space include Good Technology and MobileIron, and Oracle have their own MDM solution after they acquired Bitzer Mobile back in 2013. So how do these solutions work, why do some customers have trouble getting them working, and what’s the “preferred” approach if a customer asks you to just get it working for them?

To start with the simplest approach, the tested and recommended way to run Oracle BI Mobile HD, and Oracle BI Mobile App Designer through an MDM-supplied web browser, is to use Oracle Mobile Security Suite (OMSS), based on the technology Oracle acquired from Bitzer Mobile. OMSS is a complete platform for deploying mobile apps in a secure, managed container environment, and takes customer-signed iOS and Android applications and deploys them onto enterprise users’ mobile devices using a centralized console and management service.

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To support deployment of Oracle BI Mobile into OMSS and other vendor MDM solutions, Oracle have made an un-packed and un-signed version of Oracle BI Mobile available for download on OTN as “Oracle Business Intelligence Mobile Security Toolkit”, and taking the iOS version as an example you can then compile this is Apple Xcode and sign it for deployment in your organisation’s OMSS installation. For some organisations this can be a bit of a challenge as they don’t generally use Macs and don’t do iOS development, but for Rittman Mead testing this out was pretty straightforward as we all use Macs for our consulting work and some of us play around with Xcode and iOS development in our spare time. What can also be a challenge is setting up an iOS Developer Account so that you can sign the BI Mobile HD application with your organization’s own certificate, but we set up such an account a couple of years ago and were able to get it all setup with just a couple of hours’ work. What you will need then to get this running (apart from the OMSS part that I’ll cover in a moment) is the following bits of hardware and software, in this case for the iOS version of BI Mobile HD:

  • An Apple Mac that can run recent versions of Xcode
  • An Apple Developer account that can develop and sign iOS applications, in your organization’s name and not an individual developer’s – note that you generally need to be registered with Dun and Bradstreet’s business verification service to set this up, which can take a few weeks if your entry is out-of-date or not matching your current company details
  • Oracle Business Intelligence Mobile Security Toolkit
  • Apple Xcode

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Then it’s a case of setting up a new project in Xcode, selecting Single View Application and Universal as the device type, entering your project and organization’s information, and then merging the Oracle Mobile Security Toolkit’s project files with the empty project you just created and setting any other project properties.

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At this point you should be able to run the application within the Xcode project and test it using Xcode’s built-in iPhone and iPad simulators, so that you can check all the features still work as expected.

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Now comes the point where you sign the app you’ve just created so that you can then deploy it into OPSS for distribution to your users. This point is important to security-conscious customers as it’s now the customer, rather than Oracle, that have signed the app and you can be much more certain that no malware or other backdoors have been introduced into the code before compiling and distribution. Signing of the app takes place within Xcode, with a similar process being used for the Android version of BI Mobile HD within the Android Studio IDE.

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The resulting compiled .app and .apk files are then uploaded into OMSS’s catalog for distribution to users, with provisioning taking place using emails set to corporate users that provide download links to these containerised, managed and secured versions of Oracle’s BI Mobile HD app.

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So all of this looks pretty straightforward, albeit maybe a bit more complicated for organisations that don’t use Macs and don’t generally develop iOS applications – but Oracle partners such as ourselves can help with this if you’d like to offload this part of the process to a specialist team. Where things do sometimes get a bit more complicated is when other MDM vendor technologies are used, particularly Good Dynamics MDM solution that works in a slightly different way to Oracle Mobile Security Suite.

Unlike OMSS’s approach where it has you compile and sign BI Mobile HD within Apple’s own iOS application, Good requires you to build and export the unsigned Oracle Mobile Security Toolkit project in Xcode as an .ipa file, and then copy it along with your iOS Developer Program certificate and the certificate password into Good’s own Good Control Management Console. There your application is then combined with Good’s security libraries, signed with your certificate password and deployed as a “wrapped application” to then be distributed to users using a similar method to the one OMSS takes; however all mobile application access then goes through a Good proxy server, typically placed outside the main company network and providing secure communications between these managed applications running outside of the company firewall into that company’s secure servers – in this case, OBIEE11g.

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There’s nothing inherently wrong with this compared to how OMSS does it, and organisations often pick Good Dynamics over other MDM solutions because of the extra functionality Good’s approach provides through the insertion of their security SDK into your mobile application; but its when organisations take advantage of these features to provide custom integration with their own security platform that problems can sometimes occur.

For example, a common issue we hear about when deploying Oracle BI Mobile HD using Good is when the customer tries to integrate their SSO solution into the user authentication process. Good’s security SDK makes it possible to intercept user login events and route the request to the customer SSO server, but it’s essential that control is passed back to the BI Server as if this re-routing hadn’t taken place and returning the authentication details the BI Server expects, and if the custom login process doesn’t quite do this then the authentication process fails. Another issue we heard about recently was recent versions of iOS (iOS 7) deprecating synchronous API calls but BI Mobile HD still making them; in this case Oracle supplied a patch and all calls are now made asynchronously but until then, deployment in the Good environment mysteriously failed.

What makes these issues doubly-tricky to identify and resolve is the restrictions most security-conscious enterprise customers place around disclosing details of their network setup, to the point where they often aren’t allowed to tell partners or Oracle Support any of the details they’ll need to work out how traffic passes around the network and over to OBIEE and the Good MDM environment. What troubleshooting often comes down to then is good old-fashioned packet-sniffing and investigation by someone familiar with OBIEE (in particular, the BI Server’s authentication process), Good’s security SDK and the customer’s network setup.

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So given all of this, what is our recommendation for customers looking to implement mobile OBIEE11g clients within an MDM, container solution? My advice would be, where the customer doesn’t currently have an MDM solution and wants the easiest way to deploy Oracle BI Mobile within a secure container, go for the Oracle Mobile Security Suite option – it’s what Oracle support and test for, and as an Oracle solution it’s obviously going to be easier to go down this route than try and troubleshoot another vendor’s solution if things go wrong. But if an organization is insisting on deploying Oracle BI Mobile in a secure container its unlikely this is the first time they’ve had to do it, so there’s most probably already an MDM solution in-place and it’s likely to be from Good.

In this case, first of all remember that it should work and the two products are compatible; what you need to be aware of though is the correct way of linking BI Mobile HD in this environment to your corporate SSO and security platform, and work together with your network security team to quickly identify where the issue is coming from if things don’t work first time. Engaging with an experienced OBIEE partner such as Rittman Mead can of course help, and Oracle’s own product development and support teams have most probably seen most of the issues that can come up and can help if things get tricky. The team here at Rittman Mead have several customers successfully using Good and other vendor’s MDM solutions along with Oracle BI Mobile, and of course we can help with the app signing and deployment process if your organization doesn’t usually work with Macs or have experience with Xcode and Oracle Mobile Security Toolkit.

Finally, thanks to Chris Redgrave from the Rittman Mead team, and Oracle’s Matt Milella and Jacques Vigeant who helped me with the background research for this article and the ODTUG BI Mobile Day presentation. As I mentioned earlier the presentation from the ODTUG event is available on Slideshare, and there’s also walkthroughs for deploying BI Mobile HD within Oracle OMSS on iOS and Android on the OTN website.