Oracle Business Intelligence Enterprise Edition 12c - Second Edition电子书

Oracle Business Intelligence Enterprise Edition 12c - second Edition

Oracle Business Intelligence Enterprise Edition 12c - second Edition

Credits

About the Authors

About the Reviewer

www.PacktPub.com

Why subscribe?

Customer Feedback

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

1. Oracle BI 12c Architecture

Let's look at the big picture

Terminology differences from Oracle BI 11g

What is Oracle Fusion Middleware?

Why is there a database repository for OBIEE?

Overall components

Java components

Action Service

Visual Analyzer

Administrative Components

SOA Web Service

Oracle BI Office

Oracle Real-Time Decisions (RTD)

Oracle BI Presentation Service plugin

Oracle BI Publisher

Security Services

System Components

BI Server

BI Presentation Server

BI Scheduler

BI JavaHost

BI Server Cluster Controller

Essbase

WebLogic Server

A few WebLogic Server nuances

WebLogic Domain

WebLogic Administration Server

WebLogic Managed Server

WebLogic Node Manager

System tools controlled by WebLogic

Security

Managing by Application Roles

Security providers

Identity Store

Credential Store

Policy Store

System requirements

Client tools

Multi-User Development Environment

Certifications matrix

Scaling out Oracle BI 12c

Pre-configuration run-down

Shared storage

Clustering

Vertical versus horizontal

Oracle BI Server Cluster Controller

Failover and high-availability

Enterprise Deployment Guide

Directory folder structure

Log files / diagnostics

Configuration files

Download Oracle BI 12c

System requirements

References

A review - what I should now know!

Summary

2. Installing the Prerequisite Software

Installation overview

Installation media

System requirements

Installing Java

Installing the WebLogic Server

Installing the metadata schemas

Creating the database and user

Installing the schemas

Gotchas

A review - what I should now know!

Summary

3. Installing on Windows Server 2012

Installation overview

Installation media

Installing the BI Server software

Configuring the database for the BI Server schema

Configuring the BI application

What is installed?

Folder structure

Shortcut reference variables

Configuring start and stop links

A review - what I should now know!

Summary

4. Reviewing the Features of the Reporting Repository

Integrated tools

Answers

Dashboards

Published Reporting

Actionable Intelligence

Performance Management

Marketing

MapViewer

Administration

Briefing books

Visual Analyzer

Search

Help

Office integration

The home screen

Catalog

New

Recent

Help

Administration

Session Management

Maintenance and troubleshooting

Issue SQL

Catalog

Structure of the Presentation Catalog

Hidden items

File management

XML files

Object copying

Catalog deployments

Securing catalog objects

Multiple personal dashboards

Permission inheritance

A review - what I should now know!

Summary

5. Installing and Configuring Client Tools

Installing the client software

Configuring a connection to the OBIEE Server

Configuring a connection to the database

Creating shortcuts

Testing the client software

A review - what I should now know!

Summary

6. Understanding the Systems Management Tools

Let's talk management tools

WebLogic Server Administration Control

First access and checkpoint

Servers

Clusters

Machines / IP address or DNS

Data Sources / JDBC connections

Security Realms

WebLogic Server is its own application

Using WLST

Enterprise Manager Fusion Middleware Control

Getting around in EM

BI Foundation Domain Dashboard

Overview tab

Availability tab

Configuration

General

Performance

Presentation

Mail

Diagnostics

Log Messages

Log Configuration

Security

Oracle BI 12c Lifecycle Management

What is a BAR File?

Finding the default BAR files

Deploying, migrating, and backing up artifacts

Snapshot Service Instance artifacts - exporting to a BAR

Migrating a Service Instance Snapshot - importing the BAR

Moving just the RPD - no BAR necessary

Download the RPD only - no BAR

Uploading just the RPD - no BAR

Stopping and starting System Components

Stopping Oracle BI 12c

Starting Oracle BI 12c

Patching Oracle BI 12c

Upgrading Oracle BI 12c

Checking the logs

Creating users, roles, and associations

Creating users and groups in WebLogic Server

Assigning users to groups

Creating and assigning Application Roles

JMX, MBeans, Java, and interfacing Oracle BI

Migrating FMW Security to other environments

FMW Core Security files and OPSS

FMW Security Import/Export utility

Using the Security Realm migration utility

Oracle BI Publisher system management

Monitoring system performance

Have a backup plan!

Recommendations for further learning

A review - what I should know now!

Summary

7. Developing the BI Server Repository

Prerequisites

Repository architecture

Physical layer

Creating an RPD and importing metadata

Elements of the physical layer

Database object

Connection Pools

Physical catalog and schemas

Physical tables

Physical join

Consistency check

Table aliases and naming conventions

Business layer

Business model

Logical tables

Logical table sources

Logical columns

Logical joins

Dimension hierarchies

Number of elements

Presentation layer

Subject areas

Best practices in the presentation layer

Aliases

Implicit Fact

Calculated measures

Logical column calculation

Expression Builder

Physical column calculation

Time series measures

Level-based measure

Federated and fragmented content

Vertical federation-aggregation or level-based

Horizontal federation

Fragmentation

Fragmentation example--content-based

Variables and initialization blocks

A review - what I should now know!

Additional research suggestions

Summary

8. Creating Dashboards and Analyses

Creating our first analysis

Creating our first Dashboard

Analysis building - more details

Views

Tables

Graphs

Pivot Tables

Narratives

Performance Tiles

Recap

Prompts

In analysis prompting

Result layout

Column hiding and showing

Conditional display

Recap

Master Detail linking

Saved Dashboards

Calculated data

Saved columns

Pretty useful stuff!

A review - what I should now know!

Summary

9. Agents and Action Framework

Agents

Mail server setup

Creating the Agent

Actions

BI Navigation

Web navigation and passing a parameter

Adding some conditionality

Note on Invoke Actions

A review - what I should know now!

Additional research suggestions

Oracle documentation on Actions

Summary

10. Developing Reports Using BI Publisher

Don't miss the installation integration checkpoint!

What's all this XML talk?

Where does BI Publisher excel?

Oracle BI Foundation versus Oracle BI Publisher

New features and enhancements

Improved Oracle BI 12c look and feel

Delivering documents to the cloud

Better encryption and security

Report design basics, terminology, and locations

Report design components

Data model

Layout

Properties

Translations

Where to administer BI Publisher

Default embedded BI Publisher configurations

Where to build a data model

Where to add a data source connection

What is a JNDI data source?

Let's get publishing

Administration management of BI Publisher

Accessing the BI Publisher Administration page

Verifying application roles

Creating the data source JDBC connection

Creating a file (XLS) data source

Verifying application role data source privileges

Setting up a data model

Creating a new Presentation Catalog folder

Creating a new data model

Creating an SQL query data set

Adjusting data set display names

Creating a parameter

Creating a list of values

Connecting the parameter to the list of values

Getting the sample data

Creating a BI Publisher report using the Layout Editor

Auditing and monitoring BI Publisher

Modifying a few configuration files

Enabling Audit Policy in the Fusion Middleware Control Enterprise Manager

Connecting to the Audit Framework

Viewing the auditing log file

Timeout issues

Connecting to Oracle BI server data sources

BI Publisher Application Programming Interface

BI Publisher Scheduler

High availability

A review - what I should now know!

Summary

11. Usage Tracking

What is usage tracking?

Setting up usage tracking

Setting up database tables

Setting up the BI Server repository

Updating the BI Server configuration

Analyzing usage

Usage measures

Customizing your setup

Additional data

A review - what I should now know!

Summary

12. Improving Performance

What is poor performance?

Where can I improve the performance?

Hardware

Full speed ahead

More servers please

Database

BI Server

More performance tips

The use of cache

Setting up the cache

Web servers on top

Domain setup

A review - what I should now know!

Summary

13. Using the BI Admin Change Management Utilities

Problems with multiple developers

Merges

Three-way merge

Two-way merger

Multiuser development

Online development

Advantages and disadvantages

Multiuser Development Environment

Advantages and disadvantages

A review - what I should now know!

Additional research suggestions

Summary

14. Ancillary Installation Options

Oracle BI 12c on its own server

High availability and failover planning

Silent installation

Custom ports and port management

Installing Oracle BI 12c on *Nix

Listening on port 80

Configuring a HTTP proxy with the NGINX web server

Enabling compression on web servers

Setting up compression for the NGINX HTTP server

Automating starting and stopping

Scripting Windows Services

Ancillary application integration awareness

Recommendations for further learning

A review - what should I know now?

Summary

15. Reporting Databases

Theories and models

Reporting databases

Relational modeling

Dimensional modeling

Why is database theory important?

Designing your database - objectives, rules, and goals

Objectives

Rules

Rule 1 - complete dimensions

Rule 2 - build generic tables

Rule 3 - partition large tables

Rule 4 - prudent indexing

Rule 5 - aggregate everything

Rule 6 - constant analysis of usage and accuracy

Rule 7 - manage statistics

Rule 8 - understand the granularity

Goals

Goal 1 - keep it simple

Goal 2 - minimize Type 2 Slowly Changing Dimensions

Goal 3 - use data, not functions

Goal 4 - minimize joins

Goal 5 - reduce snowflaking

Goal 6 - make it flexible

Design summary

Creating a warehouse

Source system assessment

Warehouse design

Warehouse tables

The match star schema

The tournament star schema

Populating and tuning

Monitoring and maintaining

Some definitions

A review - what you should know now!

Summary

16. Customizing the Style of Dashboards

Multiple skins and styles in one environment

Hands-on - go time!

Changing styles

Creating your own look and feel - overview

Creating your style

Modifying the code

Updating your style

Alternative deployment method

Custom messages

A review - what I should now know!

Summary

17. Upgrading to 12c

Checking the 11g system and files

Generation

Export bundle

Bundle contents

Importing the bundle

Import via the Configuration Assistant

Import via the BI Migration Script

Connectivity

Consistency check

Security and manual migration

Regression testing

Unit testing

Full regression testing

User acceptance testing

A review - what I should now know!

Summary