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Enterprise Performance Management

Sreekanth Jala

AGENDA
Introduction
Part I
Overview
What do Clients do with EPM EPM Technology Stack

Part II
OLTP & OLAP systems Modeling Practices Data Warehouse Construction Kimball Style BI Systems & Goals

Oracle BI Technology History, Component Stack, Architecture &

Demo
OBIEE INFORMATICA / ODI DAC OBIA Complete Architecture & Flow

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INTRODUCTION : PART - I
Following slides gives us:
What is EPM How EPM helps Clients Where does EPM fit in Oracle Tech Stack

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What is EPM?
EPM stands for Enterprise Performance Management
By its name, it is the system designed to measure

Organizations performance. It is suite of complex advanced software applications.


Goal
Integrated ONE VERSION OF TRUTH about Organizations

Rank. Improved decision making with state of the art metrics Reduced TCO on OLAP systems Introduce to best practices to Organizations by Vertical High Scalability, flexibility and Extensibility into existing Infrastructure.
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How EPM helps Clients?

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EPM Technology Stack


Hyperion Financials Financial Analytics Sales Analytics Project Analytics Marketing Analytics Service Analytics Hyperion Enterprise Supply Chain Analytics HR Analytics OM Analytics Contact Center Analytics Oracle BI Server Oracle BI Presentation Server Oracle BI Scheduler Oracle BI Javahost Oracle BI Cluster Controller Procurement Analytics Hyperion Planning

Crystal Ball

Hyperion Quality Management Hyperion Performance Scorecard

Oracle Weblogic

Oracle Security

OPMN

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INTRODUCTION : PART - II
Following slides help us understand WHEN EPM

actually got evolved:


OLTP & OLAP systems Modeling Practices Datawarehouse Construction BI Systems & Goals

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OLTP & OLAP systems


What are they?
OLTP (Online Transaction Processing Systems)
Applications which keeps the wheels of business running. Daily transactions get recorded into OLTP systems. Examples: Oracle EBS, Lawson, PSFT, SAP

OLAP (Online Analytical Processing Systems)


Applications that help to steer the business The Transactions are all sliced and diced to take business decisions. Examples: Oracle EBS, Lawson, PSFT, SAP

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Comparison of OLTP & OLAP


OLTP
Purpose Primary Tasks Done Scope of Task Query Pattern Data Database Design
Execution of Business Process Insert, Update, Query, Delete Individual Query Predictable & Stable Current

OLAP
Measurement of Business Process Query Aggregated Query Unpredictable & Changing Current & Historical

Normalized Entity Relationship De-Normalized Dimensional Modeling (mostly 3NF) Modeling Transactional System Relatively small if periodic data archive is done High Operational Efficiency High Datawarehouse System Larger due to Historical Data Low Query Efficiency Low
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Also Known As
Space Requirements Number of Joins Performance Factor Number of Tables
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Modeling Practices
OLTP Database designs are done for operational (insert, update)

efficiency and hence are highly normalized (more joins). OLAP Database designs are done for Query efficiency and hence are de-normalized into [facts] and [dimensions] (less joins).
FACTS: Any measurable attribute, usually number are called Facts Also called Metrics They are contained in Fact Table They are usually aggregated Examples: Revenue, Quantity, Expenses DIMENSIONS: Any attribute which has a context, usually string are called Dimensions They give meaning when combined with Fact They are not Aggregated Examples: Customer, Region, Year
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Models Normalized & Star


Normalized Model
Customer Time Product Customer Product

Star Model

Product Sub Category

Order Header

Product Category

Order Detail

Order Fact

Geography

Store

Store

Geography

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Datawarehouse Construction
Data
Data Sources

Information
Data Management
Sales
Metadata
Data Mart

Knowledge
Access

Legacy Data
Extract Transform Load

Inventory
Enterprise Data Warehouse

Data Mart

Operational Data
The Post

Purchase
Organizationally structured
Data Mart Departmentally structured

VISA
External Data Sources
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BI Systems & Goals


What is BI? the technology required to turn raw data into

information to support decision-making within Business. Why BI?


BI is important for any organization which has a strong goal of

standing strong in competitive markets because:


It helps management to slice and dice and analyze their data in various

ways.

How is BI reporting different from Traditional reporting?


BI also can generate massive scorecard dashboards giving an

idea of how KPIs look in their respective departments, apart from this, it allows users to dynamically generate reports without any technical coding Adhoc Analysis.

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Oracle BI Technology Stack


OBIEE Informatica / ODI DAC OBIA FUSION MIDDLEWARE

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OBIEE
History

Features
Architecture Components & Flow Demo

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OBIEE - History
OBIEE stands for Oracle Business Intelligence Enterprise Edition Brief History:
Developed originally by NQuire Siebel acquired NQuire and reshaped it as Siebel Analytics Oracle acquired Siebel and reshaped it as OBIEE

Versions:
Siebel Analytics 7.6
OBIEE 10.1.3.2 OBIEE 10.1.3.4 OBIEE 11.1.1.3 OBIEE 11.1.1.5 OBIEE 11.1.1.6 OBIEE 11.1.1.7

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OBIEE Features
Adhoc Analysis & Analytical Reporting Integrated Dashboard Alerts Report Publishing Pixel Perfect reporting using BIP Scorecards Integrated Fusion Security Pulls Data from Federated Data Sources

Embedding OBIEE Reporting Objects in External

Applications

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Core System (Non Java) Components of OBIEE


Server Components
Web / Application Server Oracle BI Presentation Server

Client Components

Oracle BI Server Oracle BI Scheduler


Oracle BI Javahost Oracle BI Cluster Controller

Oracle BI Admin Tool Oracle Catalog Manager Oracle Job Manager

Oracle BIEE Contents or Deliverables:


OBIEE Repository (.RPD) OBIEE Catalog Oracle Job Manager Scripts

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Non System (Java) Components


Server Components:

Action Service BI Office RTD BI Publisher Webservices SOA BI Plugin Security

Service Monitoring & Control Components:


Fusion Middleware Control / Enterprise Manager Weblogic Console

Client Components
BI Office Client (MS Word,

Power point, Excel) Template Builder (MS Word, Excel)

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OBIEE Architecture

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OBIEE Clustered Environment

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Component Flow of OBIEE Requests


1
Browser
10

Web Server
Catalog Manager

Weblogic Application Server

8 3

Catalog

Oracle BI Presentation Server

Admin Tool

DWH

RPD

Oracle BI Server
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INFORMATICA
History Features Architecture Components & Flow

Demo

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INFORMATICA - History
Informatica is Number One Independent Data

Transformation / ETL tool in market. Informatica is shipped with restricted functionality licence required to support OBIEE Applications. Versions:
Informatica 5.1
Informatica 6.0 Informatica 7.1 Informatica 8.6

Informatica 9.1
Informatica 9.5

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Informatica Features
Power Center for Enterprise Scale ETL Power Exchange for SMB scale ETL Informatica Data Quality Informatica Data Services Information Lifecycle Management B2B Data Exchange Master Data Management Informatica CEP (Complex Event Processing)

Informatica Replication

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Components of Informatica
Server Components:
Integration Service Repository Service

Service Monitoring & Control Components:

Admin Console

Client Components:
Repository Manager Designer Workflow Manager

Code Storage Component:


-

Informatica Repository

Workflow Monitor

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Informatica Architecture
Admin Console

Repository Manager Designer Workflow Manager Workflow Monitor

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Component Flow of Informatica ETL


9
Source Database 1 Workflow Monitor DWH

7 8
Integration Service

10

Source Database 2

2 4

Repository Service

1
ETL Requests from Workflow Mgr / DAC Informatica Designer

Informatica Code Repository

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DAC
History

Features
Architecture Components & Flow Demo

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DAC
DAC stands for Datawarehouse Administration Console. It is a Java Swings Application. It is a very commercially successful Product which was

originally developed by Siebel to support ETL orchestration of SBAW (Siebel Business Analytics Warehouse). Versions:
DAC 10.1.3.2 DAC 10.1.3.4

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DAC Features
ETL Orchestration with Informatica / ODI Auto Sequencing Algorithm based on Relational

Dependency Subject Area Management / Load Monitoring Restart Continued at Row Level from Point of Failure Index Management Auto-Mailer on Events of Load Incremental Aware

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Components of DAC
Server Component:
DAC Server

Code Storage Component:

DAC Repository

Client Component:
DAC Client

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DAC Architecture

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Component Flow of DAC Job

1
DAC Client DAC Server

2 9 7 4

DAC Repository

Informatica Integration Service

Source Database

DWH

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OBIA
History Contents from Technical POV OBIA Placement Why go for OBIA Architecture

Contents from Functional POV

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OBIA
OBIA stands for Oracle Business Intelligence Applications OBIA is NOT a Tool They are Out of the Box contents that are developed by

Oracle Corp. History:


Siebel Analytics BAW
OBIA 6.X OBIA 7.X

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OBIA Contents from Technical POV


OBIA Contents include:
Out of the Box OBAW Datawarehouse Database Design Out of the Box ETL code to load Out of the Box OBAW Out of the Box DAC code to manage Out of the Box ETL Out of the Box OBIEE RPD Out of the Box OBIEE Catalog

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OBIA Placement

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Why go for OBIA?

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OBIA Architecture

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OBIA Contents from Functional POV

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Complete Architecture
ETL Environment OBIEE Environment
OBIEE RPD OBIEE Catalog

DWH Stars

Reporting Objects

OBIEE Infrastructure

OBAW
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Analytical Reporting & Query Environment


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Complete Flow

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Q/A

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Thank You..!!
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