Tag Archives: Oracle BI Apps

Public training schedule for 2012-H2 announced

Rittman Mead offer training courses at centres in Brighton UK, Atlanta GA, Bengaluru India, and Melbourne Australia. These courses are our standard, “bootcamp” courses, five days in length, and is typically taught by consultants such as Mark Rittman, Robin Moffatt, Stewart Bryson, Ashley Beauman and Venkatakrishnan J.

If you’ve wanted to attend one of our courses but your company didn’t want to train up an entire team, here’s your opportunity to learn Oracle BI from the experts!

We are pleased to announce the following new dates for our popular public training courses in the UK, India, and Australia. Dates for America will follow shortly: 

TRN202 : OBIEE 11g Bootcamp (5 days) Prices: £2000 + VAT (UK), US$ 3,250 (USA), Rs. 44,000 (India), AUD 3,250 + GST (Australia)

  • 11th – 15th June, Brighton UK
  • 11th – 15th June, Bengaluru India
  • 9th – 13th July, Bengaluru India
  • 23rd – 27th July, Melbourne Australia
  • 6th – 10th August, Bengaluru India
  • 13th – 17th August, Brighton UK
  • 10th – 14th September, Bengaluru India
  • 8th – 12th October, Brighton UK
  • 8th – 12th October, Bengaluru India
  • 12th – 16th November, Bengaluru India
  • 10th – 14th December, Brighton UK
  • 10th – 14th December, Bengaluru India

TRN205 : Oracle BI EE 11g Create Reports, Dashboards, Alerts and Scorecards (2 days) Prices: £800 + VAT (UK), US$ 1,300 (USA), Rs. 17,600 (India), AUD 1,300 + GST (Australia)

  • 23rd August – 24th August, Melbourne, Australia

TRN 403 : Oracle Data Integrator 11g Bootcamp (5 Days) Prices: £2000 + VAT (UK), US$ 3,250 (USA), Rs. 44,000 (India), AUD 3,250 + GST (Australia)

  • 11th – 15th June, Atlanta GA
  • 16th – 20th July, Bengaluru India
  • 30th July – 3rd August, Brighton UK
  • 17th – 21st September, Bengaluru India
  • 24th – 29th September, Melbourne Australia
  • 29th October – 2nd November, Brighton UK

TRN303 : Oracle Business Intelligence Applications 7.9.6.3 Bootcamp (3 Days) Prices: £2000 + VAT (UK), US$ 3,250 (USA), Rs. 44,000 (India), AUD 3,750 + GST (Australia)

  • 20th – 22nd August, Bengaluru India
  • 15th – 17th December, Bengaluru India

Don’t forget, there is a 10% discount for UKOUG members. For more information, or discuss your training requirements in detail, please email us.

Looking Back at 2011, Looking forward to 2012

Well it’s the last working day now before the end of 2011, and so I thought it’d be interesting to take a look back at the events of 2011, and a bit of think-forward as to what’s on the horizon for 2012. As usual, it’s been a very interesting and fast-moving 2011, with some new OBIEE releases, exciting trends in the industry, and lots of events all around the world.

From an OBIEE perspective, we started 2011 with the 11.1.1.3 release on general availability, and the 11.1.1.5 release made available about mid-way through the year. In hindsight, 11.1.1.3 was a bit of an “early adopter” release, with all the main functionality working but a few hassles around installation, upgrades and “fit and finish” issues. Many of our customers and partners adopted OBIEE 11g at this point, but quite a few held back for 11.1.1.5 which is generally considered a “fully-working” version (albeit with the usual bugs, issues etc that you get with any piece of enterprise software). Looking back at 2011, probably the biggest drivers for 11g adoption were Mobile (particularly the iPad client), the new Answers and Dashboards UI, and management via Enterprise Manager and WLST scripting. Without much fanfare, the Action Framework has also been widely adopted, but more for adding “missing functionality” such as Essbase writeback rather than integration with web services and workflows. Something I hear is going down well but don’t see much evidence in the field is Scorecard & Strategy Management, though I would expect to see more of this as Oracle push “Oracle BI Foundation” as the base license deal rather than “Oracle Business Intelligence Enterprise Edition”, as this will remove the price premium for scorecards (and mobile) and remove one of the hurdles for adoption.

As well as OBIEE 11g releases, we saw the 11.1.1.5 release of Oracle Data Integrator (review here, here and here), and confirmation that OWB is now at the end-of-the-line, along with Discoverer, with only maintenance releases coming along in future. Almost every new ETL project I see now is based on ODI (rather than OWB) so in the field, this was a de-facto change anyway, though it’ll be interesting too see what options emerge for OWB customers looking to migrate to ODI – keep an eye on this blog as we’ll be running a seminar in London in February on just this topic.

2011 was also the year we ran our third-ever Rittman Mead BI Forum, running again in Brighton and also this time, in Atlanta in America. I was very pleased to be joined by Tony Heljula for the one-day Masterclass before each event, where we talked about OBIEE 11g topics such as architecture, data modeling, SOA integration and Spatial Integration; Tony’s a great speaker and it was fun to collaborate on the topics and deliver them together over the two locations. Next year, Kevin McGinley from Accenture is delivering the masterclasses, and he’ll be known to our US readers as winner of the “Best Speaker” award at last year’s US BI Forum, and “Best Paper” award at ODTUG KScope’11. The call for papers for next year’s BI Forum is now open, and running until the end of January, so if you want to propose a session for either the UK, US or both events, take a look at the announcement page now!

Rittman Mead were certainly out on our travels in 2011, with our OBIEE 11g Training Days events running in the first half of the year in Atlanta (twice), Bangalore (Twice), London, Johnannesburg and Brussels, and our team speaking at events such as Collaborate’11 in Orlando, UKOUG 2011 in Birmingham, ODTUG KScope’11 in Long Beach, Oracle Open World in San Francisco, ODTUG BI/EPM Symposium in Sydney, AIOUG Sangam’11 in Bangalore, DW Global Leaders’ events in Athens, Rome and San Francisco, and plenty of others I’ve probably forgotten.

We encourage all of our staff to speak at conferences and our policy is that, if you get a paper accepted anywhere, we’ll give you the time-off to speak and cover your expenses. Thanks also to the Oracle ACE and Oracle ACE Director Program and to Vikki, Lillian and Justin at the Oracle Technology Network, who’ve funded a lot of my speaking engagements on behalf of the ACE Director program, and who provide complementary Open World attendee passes for myself as an ACE Director and our Oracle ACEs, Stewart Bryson and Venkatakrishnan J.

It’s also been a year where many of our staff have started to gain a name for themselves as specialists in certain areas. Stewart Bryson, for example, has been speaking and writing all year about real-time BI, and the new development paradigm that you can adopt when combining Exadata, OBIEE and Agile methodologies, whilst Venkat has been building on his reputation as the “go-to” expert for OBIEE and Hyperion Integration. Borkur has spoken at several conferences on Oracle Golden Gate, whilst Mike Vickers is getting a name for himself as a speaker on BI methodologies. Behind all these experts though is our team of BI, DW and EPM enthusiasts, taking this message and their own particular skill-sets to our customers around the world, sharing what we’ve learned and hopefully “raising the bar” for customer implementations.

For Rittman Mead as a company, it’s been an exciting year with lots of growth. We’ve now got offices in the UK, US, India, Brussels and Australia, new training centres in Brighton and Bangalore, and we’ve been winning awards such as the UKOUG BI Partner of the Year award 2011/12. Thanks again to all of our customers, partners and staff, and I’m looking forward to getting out again and visiting our various country offices in 2012.

So what about 2012? What are we likely to see, both from Oracle, from the industry in general, and from Rittman Mead? Well, from an OBIEE perspective, we’ll most likely see the 11.1.1.6 release fairly early in 2012, with probably a minor release (11.1.1.6.1?) sometime later in 2012, going on how Oracle do OBIEE releases at the moment (one major, one minor, each year). Going on from 11.1.1.6, there’s some general themes that Oracle are working to with OBIEE:

  • Making Mobile a first-class client – perhaps adding support for Android, re-vamping the UI, maybe making it possible to author reports from mobile, maybe even re-thinking the UI so it’s not just a dashboard on an iPad, but maybe delivering BI in different ways that are perhaps more suitable to a mobile device
  • Developer productivity – making it simpler/quicker to develop ETL from a logical model, and to process customizations in source systems, plus better support for team working, version control, more granular metadata stored in middleware repositories, and hopefully running end-to-end from ETL through to the front-end reports
  • Appliances – Exalytics will be out in early 2012, combining hardware + software into a “it just works” appliance that also harnesses the “Exa-” engineered systems approach.
  • Building out BI innovation – 11g so far has been about Fusion Middleware integration, and supporting the Fusion Apps. Hopefully we’ll see more pure-BI innovation in future releases, to enable OBIEE to take on some of the specialist, niche vendors such as Qlikview and Tibco (Spotfire) whilst providing enterprise features that are Oracle’s traditional strength
  • Steady improvement in Hyperion Integration – I think it’s fair to say that Essbase/Hyperion integration for OBIEE is still a “work in progress” so we’re looking forward to seeing improved Essbase integration, metadata access support for Planning, integration of Essbase/HFM with BI Apps, and some replacement solution for integrating the OBIEE dashboard with Hyperion Workspace

There are also some general industry trends that we’re also very excited about for 2012. Real-Time BI (in it’s many forms) is becoming more and more “the expected norm”, but there are lots of challenges in terms of how we do data movement/ETL, how we present a consistent set of numbers to users, how we may meaningful decisions based on data that’s come in a few seconds ago, and how do we present what can potentially be large amounts of sensor-driven, machine-captured “big data” to users without them becoming overwhelmed by data?

Unstructured data will most certainly be something Oracle will be talking about a lot in 2012 following the acquisition of Endeca, with my prediction being that a future version of the OBIEE 11g BI Server will support Endeca as a data source (but how will Endeca’s data be modelled as a star schema?), and Endeca Latitude front-end features being gradually incorporated into OBIEE 11g’s front-end, in the same way that Hyperion WebAnalysis and Oracle Discoverer features have made their way into the 11g release. I’m not sure Endeca / Unstructured data will ever be “mass market”, but it’s an obvious acquisition for Oracle and I’ll be looking forward to seeing unstructured data features making their way into Oracle’s BI platform.

Another area we’ll be focusing on in 2012 will be in-memory BI. Exalytics is just around the corner, and the new version of TimesTen that it’ll ship with, plus the in-memory version of Essbase, should make split-second, lightning-quick analysis of large sets of data a possibility. The biggest barrier I see to user adoption (well, apart from data quality) is slow queries on dashboards, so Exalytics’s in-memory databases plus the 1TB of RAM it’ll ship with will be definitely welcome. But how well will in-memory combine with real-time, and how will the TimesTen in-memory database perform compared to Exadata, OLAP + materialized views, or even the file-based results cache that OBIEE already comes with? Check out our presentations at RMOUG Training Days in February, and the Hotsos Symposium in March, for the results of our testing.

The BI Apps is also an area that’s due for a lot of changes in 2012. BI Apps 11g is already out, but you’d be forgiven for not noticing, as up until recently it’s been on controlled release, and it still only covers the Fusion Applications as a data source, with support for Apps Unlimited (EBS, Siebel, PSFT etc) coming in the next 12 months or so. We should also start to see some innovation in the product itself, with closer integration with OBIEE in terms of pushing through customizations, integration with Essbase and HFM, and general reduction in the workload in terms of upgrades, data loading and team development. Probably for most existing BI Apps 7.9.x + Informatica customers, not much will be happening in the next 12 months, but keep an eye on product announcements and expect lots of activity in 2013.

Cloud-based BI is a particular interest of the company and in particular Jon Mead who presented on the topic at Open World last September, based on trends towards cloud-based applications in the industry and demand from customers to simplify their systems and reduce their costs. We’ll be introducing an “Exalytics in the Cloud” option in 2012, offering customers the ability to access our cloud-based Exalytics machine and replicate, via GoldenGate, their data into our hosted, secure environment and have us manage their BI system. As always, the challenges with BI in the cloud are firstly, replicating large amounts of data securely into the cloud, and secondly, trusting a vendor to manage your data for you, but ETL technology and bandwidth are making the first less of an issue, and for the second, a proper “best practices”, always-patched, 24×7 monitored remote system is often more secure and better managed than something in-house. Look out for lots on this from us over the next 12 months.

We’ll be speaking at lots of events in 2012, including RMOUG Training Days in Denver in February, Hotsos Symposium in Dallas in March, Collaborate’12 in Las Vegas in April and ODTUG KScope’12 in San Antonio in June. Keep an eye on our Events page for dates as they are announced, and also on our Public Scheduled Training Events page for details of OBIEE 11g, ODI 11g and BI Apps 7.9.6.3 courses running regularly at our training centres in Brighton, Atlanta, Bangalore and Melbourne.

Finally – at last, 2012 will be the year that my book is released. I’ve had some excellent support and co-operation from the Oracle Product Development team over the past few months, and so the book will be bang-up-to-date when it comes out, covering 11.1.1.6.x and Exalytics and including all the new visualizations, team development features, security capabilities, scorecard features, and data source support that’ll be around in the second half of 2012 when the book comes out. I’ve now written 12 of the 15 chapters, writing the Answers + Dashboards chapter over Christmas, and I’ve just got Security, Clustering and High Availability and Scorecards & KPIs to write, plus all of the technical edits from Mike Durran and Venkatakrishnan J to incorporate, plus adding new features introduced in 11.1.1.6 since the original chapters were written against 11.1.1.3 and 11.1.1.5. Expect to see the book on the shelves at the Oracle Open World bookstore, and a return to more regular blogging from me once I’ve finished the book and all the NDAs are lifted!

So that’s it from me now – Happy New Year to you all from Rittman Mead in the UK, Europe, USA, India and Australia, and see you all again hopefully in early 2012.

Rittman Mead Scheduled OBIEE11g, ODI11g and OBIA7.9.6.3 Courses

When Jon Mead and I started Rittman Mead back in 2007, one of the first services we offered was training, back in those days on OWB and OBIEE 10g and typically delivered by myself, Jon, Borkur at Peter Scott. Since then, we’ve grown to over 50 employees around the world, but training has been an area that’s been core to our company over the years, with hundreds of developers trained around the world across the range of Oracle BI, DW and EPM products.

Our most popular courses at the moment, delivered typically on-site for customers by consultants and trainers based out of our UK, Brussels, Atlanta, Bangalore and Melbourne offices are as follows:

- TRN202 OBIEE 11g Bootcamp (5 days)
- TRN201 OBIEE 10g Bootcamp (5 days)
- TRN403 ODI 11g Bootcamp (5 days), and
- TRN205 OBIEE 11g for End-Users (2 days)

Increasingly though we’ve been asked by companies looking to send just one or two delegates to a course, whether we can run public, scheduled courses that they can come to. Well now they can, as we’ve just announced our public training schedule for the first half of 2012, which features our TRN202 OBIEE 11g Bootcamp, TRN403 ODI 11g Bootcamp, and (coming soon) our TRN303 OBIA 7.9.6.3 Bootcamp.

Aimed at companies who want to train their staff but don’t have the need to train an entire department, these are the same courses that we teach on-site for customers, delivered by consultants and trainers such as myself, Borkur Steingrimsson, Stewart Bryson and Venkatakrishnan J. Bookings are open now, and this is a great way to use up any training budget left for 2011 by booking training for early 2012. Hopefully we’ll see some of you soon!

Oracle BI EE 11g – Hyperion Financial Management Analytics (HFM Analytics)

If you had watched the announcements in Open World this year, one of the products that got silently released was HFM Analytics. Basically this is an Analytics Suite under the umbrella of BI Applications but without any ETL. This suite provides comprehensive set of pre-built reports/dashboards for customers who have Hyperion Financial Management (and Close Management) and Oracle Business Intelligence 11g. This is a very interesting analytics application in many ways.

1. This does not have a ETL layer – Basically this is the second time i am seeing a BI Apps suite without a ETL layer (last time being the CPM Analytics which is no more available). So the reports/dashboards directly go against HFM & Close Management. Interestingly there is also a Single Sign-on support. So essentially we can start using this as an alternative to Hyperion Financial Reporting (functionality is still behind when compared with HFR – but at least to some extent wherever possible) that has been the standard & only reporting tool available so far on HFM.

2. This has support not only for data but also for HFM Process Management. Essentially we can not only report on the data but to an extent on the process management. This has been the sore point in HFM considering there are no built in tools outside of HFR that can leverage this (but of course there is always the API). Even ODI or HyperionDIM(based on Informatica) cannot extract Process Management related details out of HFM. So, we always had to rely on external adapters or direct API calls to do this. That is not the case anymore.

3. This has support for the newly released Close Management suite. Considering the fact that HFM & Close Management go together, it makes sense to have these 2 together supported out of the box.

4. The entire integration is based on the connector that i had blogged about earlier here. So, no extra configuration/setup (in terms of binaries – though there is a install process which just sets up the reports/dashboards) is required for this to work.

The architecture of this suite is given below

As mentioned in the earlier linked post, this suite uses the ADM driver to connect and extract data out of HFM. So, there are 2 things to keep in mind

1. This suite requires you to be 11.1.2.1.102 version of EPM(earlier releases are supported though – 9.3.3 and 11.1.1.3) – That is you need to apply one more patch on the HFM side to basically add a new feature to the HFM driver (for process management).

2. You need to be on BI EE 11.1.1.5.1 MLR patch set for this to work without any issues. More than the above EPM certification, 11.1.1.5.1 patch is very critical for the connectivity to work. But interestingly this MLR patch is not recommended for all customers. I am not sure why it is this way but looking at the Readme of this patch, it looks like 11.1.1.5.1 patch is meant only for customers who require HFM connectivity and Fusion integration. But for other customers who don’t need this, the patch recommends not to upgrade at all which is interesting as you would expect any latest patch set to be valid for all customer environments.

Once you have both the above, download the HFM Analytics suite from Edelivery. The install itself is straight forward.

Ensure that you are using a Custom install. Looks like there is a bug in the installer. If you do a full install, the installer does not seem to install the web catalog.

The installer basically installs a RPD, Web Catalog and a configuration utility. One of the advantages of using HFM is, we will always have a constant set of dimensions (8 system dimensions + 4 custom dimensions). So, oracle has basically fixed the RPD but the web catalog structure will vary based on the number of custom dimensions used. That is where the configuration utility comes into play. The default password of the repository is welcome1. Let’s open this RPD and take a look at the contents

Basically FCM is modelled using the relational metadata directly. But the HFM one uses the ADM Driver. To complete the configuration, we need to run the configuration utility which gets installed along with the software.

We start with specifying the connection details of both the BI instance and HFM instance. In addition we need to provide the RPD and Web Catalog location details that comes along with the software. Interestingly the configuration utility injects new content into the web catalog dynamically based on our selection. We start with selecting the Entity values that we are interested in for reporting.

Then we need to provide the following account grouping details

1. Balance Sheet Accounts

2. P & L Accounts

3. Cash Flow Accounts

4. Performance Indicator Accounts

Actually there are more groupings but at a high level the above are the basic classifications required.

If we have any Custom dimensions configured then those values need to be configured as well. Basically the values chosen for custom dimensions (along with default values) will be used for the web catalog prompts and filters. Initially it might be a bit confusing but once we have web catalog, it sort of makes sense how the grouping actually works.

Issues:

Though it works and does give a high level complete picture of the HFM financials, there still are certain grey areas in this suite (atleast for me). I will list them below. If anyone has any other insights in this, i will be interested in hearing them.

1. License – This is one area of the product that i am not able to understand. Based on what i heard in Open World, this requires an extra license. But again if you look at the underpinnings of how this works, there is nothing that stops a customer to build the same set of reports and dashboards with just a HFM and BI EE 11g license. In fact, to make this work (on my demo data sets), i myself had to understand the reports and make the requisite changes to the filters. So, anyone can build the same set of reports and dashboards all by themselves without having to license this(i.e. just use the BI EE 11g-HFM connector). Or i am hoping i am just wrong in this case.

2. Journal Entries – As far as i see ADM driver is pretty limited in its functionality. There is no way to just create a report with just the journal entries. For that we still have to rely on Hyperion Financial Reports.

3. Active/Inactive Entities – IC Transactions etc – Same comment as above. The connectivity does not support reporting for Active/Inactive entities of a period, or for just creating a report containing just the Inter Company transactions etc.

5. Custom Dimension names – Somehow the connector is sort of hard-coded to use Custom1, Custom2 etc dimension names. If we had used a different name in the Aliases field then the connector throws an error. This looks more to be a bug in the connector. So, if you have a custom named dimensions then revert them to Custom1, Custom2 etc until this is fixed.

6. BI EE 11.1.1.5 – If you are using this without the MLR patch, the reports will work. But none of the custom attribute columns will work. I guess that is due to the ADM client driver that is bundled as part of the BI EE 11.1.1.5. But hopefully once you upgrade this issue should go away.

OOW2011 : Oracle BI Applications Futures

One of the sessions running at yesterday’s Openworld was on the future of the Oracle BI Applications. You probably don’t realize it, but the 11g release of the BI Apps has been “sort-of” available for the past few months, but as a controlled-availability release that you need to discuss with Oracle before implementing. Considering though that the only data source currently supported is the Fusion Applications, you’re almost certainly going to be deep in discussion anyway because of the Fusion Apps, but it’s interesting to note that there is something out there called 11g for the BI Apps.

So the session yesterday went through were we are now, and then started to talk about what will probably be the first generally available 11g BI Apps version, which is being called Oracle BI Applications 11.1.1.1.5.1, and will be accompanied by a patch release of OBIEE 11g (also 11.1.1.1.5.1) to support it and the Fusion Applications. Again, the Fusion Applications will be the only supported data source, and you’ll install the BI Apps along with the Fusion Apps, as part of the same installation process.

BI Apps 11.1.1.5.1, as reported on this blog at last year’s Openworld, will have two main data sources – an updated data warehouse schema that will eventually be back-ported to the applications unlimited data sources at some point in the next 12-18 months, and a real-time, transactional data source called “Oracle Transactional BI”, which will report against the Fusion Applications database using the same ADF Business Component View Objects that the Fusion Apps uses. OTBI is coming in the 11.1.1.5.1 release and will allow you to create analyses against real-time transactional data as well as data stored and historized in the data warehouse.

Another couple of new features introduced for this release were a web-based configuration manager, for managing system-level settings for the BI Apps including currencies and domains, and a Functional Setup Manager, again web-based and this time used for managing the install and configuration tasks. Looking into the future, Oracle talked about various projects to reduce the TCO for BI Apps systems, mainly around the cost of upgrades and customizations, which we’ll hear more of in the coming months and years.

No date was given for the 11.1.1.5.1 release of the BI Apps and the accompanying OBIEE 11g release, but my guess is probably before Christmas, with major innovations around the ETL process and customizations probably being in the 12-24 month timeline.