Oracle BI Applications 7.9.6: Implementation for Siebel CRM

This course provides step-by-step procedures for installing, designing, customizing, and configuring Oracle Business Intelligence (BI) Applications and Oracle Business Intelligence Warehouse (OBAW). The course begins with an exploration of Oracle BI Applications components and architecture. You view demonstrations of the installation steps and then perform post-installation configuration of Oracle BI Applications, OBAW, and supporting technology. After the products are configured, you explore the prebuilt extract, transform, and load (ETL) metadata that ships with the products to gain an understanding of the ETL process and the relationships between the architecture components. You then explore Informatica ETL tools by building custom ETL mappings and workflows.

After the initial exploration, you use Informatica and the Data Warehouse Administration Console (DAC) to configure ETL metadata and run a custom execution plan to load a subset of Siebel CRM data into the OBAW. Next, you learn to customize the OBAW by adding columns to an existing dimension table and adding a new dimension table. The course also covers: how Oracle BI Applications security is integrated with other Oracle products; how incremental updates and change capture processes are managed in ETL for Siebel data; how deletes are captured and applied to the data warehouse; and how to manage OBAW performance.

Learn to:

• Explore prebuilt DAC and Informatica metadata, change capture processing, and delete management that support ETL for Siebel source data
• Use the Data Warehouse Administration Console (DAC) to configure, manage, and load the Oracle Business Analytics Warehouse
• Customize Informatica and DAC metadata
• Customize the Oracle Business Analytics Warehouse
• Manage Oracle Business Analytics Applications security and performance
• Install and configure BI Applications and the the Oracle Business Analytics Warehouse

Audience

• Application Developers
• Business Intelligence Developer
• Data Modelers
• Data Warehouse Developer
• Data Warehouse Administrator
• Data Warehouse Analyst
• Technical Consultant

Course Topics Oracle Business Intelligence Application: Overview

• Exploring Oracle Business Intelligence (BI) Applications
• Exploring the key components of Oracle BI Applications
• Exploring Oracle BI Applications integration with transactional applications

Oracle Business Intelligence Applications Architecture: Overview

• Exploring the Oracle BI Applications logical architecture
• Exploring the process flow of building the data warehouse
• Employing the recommended deployment options to maximize data warehouse performance
• Exploring the core components supporting the OBAW and the functions performed by each core component

Oracle Business Analytics Warehouse Content

• Exploring the content of the OBAW
• Exploring OBAW tables

Installing Oracle Business Intelligence Applications

• Identifying the installation prerequisites
• Configuring the Data Warehouse Administration Console (DAC)
• Configuring Informatica Workflow Manager

Understanding the ETL Process

• Exploring the extract, transform, and load (ETL) process used to load the OBAW
• Identifying the differences between a full load and an incremental load of the OBAW
• Identifying the applications and mechanisms used to support the ETL process

Working with Informatica Designer

• Identifying the Informatica repository objects used to configure the OBAW
• Navigating the set of tools in Informatica Designer used to configure Informatica repository objects

Working with Informatica Workflow Manager

• Navigating Informatica Workflow Manager
• Running workflows and sessions using Informatica Workflow Manager
• Monitoring workflows using Informatica Workflow Monitor

Exploring SDE and SIL Mappings

• Describing the differences between Source-Dependent Extract (SDE) and Source-Independent Load (SIL) mappings
• Identifying typical objects and their mechanics in SDE and SIL mappings

Working with the Data Warehouse Administration Console

• Using the tools and views of the DAC
• Describing DAC objects, how they relate to each other, and their roles in the OBAW ETL process

Configuring Analytical Applications

• Performing preload configuration steps that apply to Oracle Business Intelligence Applications deployed with any source system

Customizing DAC Metadata and Running an Execution Plan

• Creating custom metadata objects in the DAC
• Running a DAC execution plan and monitoring the results

Customizing Oracle Business Analytics Warehouse

• Identifying and describing customization categories and scenarios associated with OBAW
• Applying OBAW customization best practices

Adding Columns to an Existing Dimension Table

• Completing the steps in a Category 1 customization of the OBAW
• Adding a column to an existing dimension table in the OBAW and populating it with data

Adding a New Dimension in OBAW

• Completing the steps in a Category 2 customization of the OBAW
• Performing the customization steps for adding a new dimension to the Oracle Business Analytics Warehouse

Integrating Security for Oracle Business Intelligence Applications

• Exploring the types of security in Oracle BI Applications
• Describing how Oracle BI integrates with the Oracle Fusion Middleware security platform
• Identifying how BI Application object and data security integrate with Siebel responsiblities

Exploring the Change Capture Process

• Describing the change capture process
• Exploring and generating change capture tables and views

Capturing and Applying Deletes

• Generating and executing delete triggers
• Building mappings to capture and apply deletes

Managing OBAW Performance

• Exploring strategies for increasing ETL and query performance
• Identifying common performance bottlenecks
• Configuring servers to optimize ETL and query performance

Course Objectives

• Explore Oracle Business Analytics Warehouse (OBAW) foundational concepts and architecture
• Install and configure Oracle BI Applications
• Explore the prebuilt extract, transform, and load (ETL) metadata for Oracle BI Applications
• Customize DAC metadata
• Use the Data Warehouse Administration Console (DAC) to run custom ETL to populate the OBAW
• Customize and extend the OBAW
• Describe the Siebel change capture process that supports incremental ETL
• Implement ETL logic to support capture of deletes in the Siebel source database
• Manage the security and performance of Oracle BI Applications