Getting to Know Oracle Business Intelligence Oracle BI Enterprise Edition 11g Installation, Upgrade, Monitoring Limor Fledel Oracle Business Intelligence Senior Consultant

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 2 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 3 Session Agenda Oracle BI EE 11g High Level Architecture Installation Upgrade System Management Demo Q & A

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 4 Enterprise Business Intelligence Additional information and Resources Oracle Business Intelligence 11g – Product info & Downloads intelligence/index.htmlhttp:// intelligence/index.html Oracle Business Intelligence 11g Install Guide Oracle Business Intelligence 11g Upgrade Guide Oracle Business Intelligence 11g Systems Administration Guide Oracle Business Intelligence 11g Security Guide Oracle Business Intelligence 11g Enterprise Deployment Guide FMW High availability Guide

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 5 Extensive use of FMW technology stack WebLogic used as application server Enterprise Manager used for systems management Introduction of OPMN for BI System components Horizontal and vertical scale out procedures Centralized configuration management Modify on central server, propagate to other servers Security – Oracle Platform Security Services Everything scriptable / programmatic control Architecture – Key Changes from 10g

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 6 Oracle BI 11g High Level Architecture Oracle BI Domain WebLogic Domain Oracle BI System Components Supporting Database Schemas (Created by RCU) Admin ServerManaged Server Node Manager Admin Console Enterprise Mgr Action Service Web Service SOA BI Office BI Publisher BI Plugin Security BI ServerBI SchedulerBI Presentation ServerBI Java Host Cluster Controller OPMN

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 7 Session Agenda Oracle BI EE 11g High Level Architecture Installation Upgrade System Management Q & A

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 8 The install process with Oracle BI EE 10g is relatively straight forward but there is room for improvement: Install utility not the common “Oracle Universal Installer” Manual steps required to install schemas: Usage Tracking, BI Delivers, BI Publisher Extra manual configuration steps required for BI Publisher Extra manual configuration steps required for BI Delivers No ability to install a clustered configuration No possibility of choosing different port numbers Oracle BI EE 11g has gone a long way to enhance the initial installation and configuration process Installation Overview

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 9 Installation Overview What Has Changed Significantly fewer manual steps required Repository Creation Utility (RCU) used to create all OBIEE schemas Oracle Universal Install (OUI) for installing OBIEE suite WebLogic installed instead of OC4J Structure of OBIEE software file system No more “OracleBI” and “OracleBIData” folders No need to install JDK as a pre-requisite Ability to choose alternative port numbers Supports horizontal “scale-out” (joining an existing BI domain) Different set of install options (Simple, Enterprise, Software Only) You can choose your own Administrator username and password …

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 10 Installation Overview What Has Not Changed Configuration file names e.g. NQSConfig.ini, instanceconfig.xml Log file names e.g. NQServer.log, sawserver.log The databases on which you can install the repository schemas Oracle 9i / 10g / 11g (not Oracle 10g XE) SQL Server DB2

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 11 High-Level Install Steps Download files Unpack to required location Run RCU to create schemas Run installer Install required files Configure OBI System Installation Procedures and Options

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 12 This is used to create the supporting database schemas required by Oracle Fusion Middlware. Oracle BI EE has a single schema that is prompted for during install. This includes the scheduler, BI scorecard schemas and others. Independent of the main Oracle BIEE install Unzip distribution file and run : \bin\rcu.bat (Win) or \bin\rcu script (Linux) Repository Creation Utility (RCU)

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 13 RCU

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 14 RCU - Option to create repository / drop existing You have the option to create a new repository or drop an existing one

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 15 RCU - Database Connection Details

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 16 RCU – Checking Database Prerequisites

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 17 RCU - Choose Components

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 18 RCU - Schema Passwords

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 19 RCU - Map Tablespaces

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 20 RCU - Map Tablespaces

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 21 RCU – Creating Tablespace

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 22 RCU - Summary

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 23 RCU – Completion Summary

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 24 Drop Schema Option RCU Logfiles RCU Troubleshooting

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 25 Oracle Universal Installer (OUI) Unified installer across Oracle products. Sophisticated framework Pre-req checks Supports Inventory Supports silent install Supports ‘standalone’ and ‘advanced’ install Operates in an ‘Interview’ style The install process has two phases: File copy Configuration Install Technology

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 26 Simple Default standalone installation Easiest way to install Oracle BIEE Enterprise Adds more options, e.g. Ports and Oracle Home names Used for creating a new install Performing a horizontal scale out to another machine Software Only Used for advanced configuration, only ‘file copy’ of install Separate configuration phase Installation Options

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 27 Simple Default standalone installation Easiest way to install Oracle BIEE Enterprise Adds more options, e.g. Ports and Oracle Home names Used for creating a new install Performing a horizontal scale out to another machine Software Only Used for advanced configuration, only ‘file copy’ of install Separate configuration phase Installation Options

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 28 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 29 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 30 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 31 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 32 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 33 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 34 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 35 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 36 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 37 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 38 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 39 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 40 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 41 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 42 Install Options Simple Easiest way to install Oracle BIEE Enterprise Adds more options, e.g. Ports and Oracle Home names Used for creating a new install Performing a horizontal scale out to another machine Software Only Used for advanced configuration, only ‘file copy’ of install Separate configuration phase Installation Procedures and Options

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 43 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 44 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 45 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 46 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 47 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 48 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 49 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 50 Simple Default standalone installation Easiest way to install Oracle BIEE Enterprise Adds more options, e.g. Ports and Oracle Home names Used for creating a new install Performing a horizontal scale out to another machine Software Only Used for advanced configuration, only ‘file copy’ of install Separate configuration phase Installation Options

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 51 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 52 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 53 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 54 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 55 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 56 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 57 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 58 Install Experience

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 59 Oracle BI Directory Structure - Highlights The Oracle BI EE 11g file system structure is very different to 10g

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 60 Middleware Home BI11g (for example) Top level location for installation BI Oracle Home BI11g\Oracle_BI1 Contains core Oracle BI components and template files used by the configuration phase of the install process Common Oracle Home BI11g\Oracle_Common Contains general Oracle files WebLogic Server BI11g\wlserver_10.3 Contains the Oracle WebLogic Server binaries Oracle BI System Directory Structure

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 61 BI WebLogic DomainBI11g\user_projects\domains\ bifoundation_domain Contains the WebLogic Admin and Managed Servers that host the Oracle J2EE components Instance HomeBI11g\instances\instance1 Contains subdirectories that hold the Oracle BI system components, OPMN control, configuration files (e.g. NQSConfig.INI and instanceconfig.xml), RPD, Webcat and diagnostic logfiles. In this case, the name of the instance is ‘instance1’ Oracle BI System Directory Structure

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 62 Session Agenda Oracle BI EE 11g High Level Architecture Installation Upgrade System Management Q & A

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 63 Oracle BI Upgrade Assistant OBIEE 11g provides a useful “Upgrade Assistant” It not possible to upgrade “everything” perfectly phase of thorough testing is required afterwards Your specified BI Repository and BI Presentation Catalog will actually be deployed to your OBIEE 11g instance and started

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 64 Oracle BI Upgrade Assistant Orchestrates upgrade across Oracle BI EE ( ) Moves appropriate files to right places Initiates component upgrade routines Migrates: RPD including RPD Users and Groups to WLS LDAP Presentation Services Web Catalog Scheduler Schema (Delivers) BI Publisher Repository BI Publisher Scheduler Schema Generates log files Not migrated: Configuration files, Custom style sheets, JavaScript, Write-Back templates

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 65 Oracle BI Upgrade Assistant - Options \ORACLE_BI1\BIN\UA.BAT

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 66 Oracle BI Upgrade Assistant – RPD/Webcat

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 67 Oracle BI Upgrade Assistant – BI Scheduler

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 68 Oracle BI Upgrade Assistant – BI Publisher

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 69 Session Agenda Oracle BI EE 11g High Level Architecture Installation Upgrade Systems Management Q & A

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 70 High Level Systems Management Key Takeaway Oracle BI 11g Systems Management: Lowering TCO through extensive use of open standards and Oracle Fusion Middleware components Provides a comprehensive, centralized user experience for install, upgrade, initial setup and configuration in addition to ongoing systems monitoring and troubleshooting

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 71 Approach to TCO Many factors affect overall TCO System Management / Lifecycle is just one Leverage existing Oracle technologies in place Provide functional advantage Provide consistency across Oracle stack Leverage industry standards where appropriate Focus on what the user is trying to do Improve ‘whole-product’ approach

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 72 Characteristics of 10g System Mgmt Immensely flexible but complex configuration options Largely driven by numerous local configuration files Huge number of configuration options ~700 Many options require multiple changes on multiple machines Multiple disparate log files Limited monitoring and process control Security infrastructure part of data model (RPD) Some very complex areas to configure – SSL, LDAP Little real advantage taken of existing Fusion technologies such as EM for UI

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 73 What’s Changing in 11g? The major items System Management Major changes – across the board Centralised / Distributed Management Managed via EM Lifecycle Many changes – Install, upgrade, migration, patch... Managed via standard tools

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 74 System Management Summary Designed for ease of use and low TCO by focusing on the common system lifecycle and administration tasks. Intuitive, task based web interface Overall system status and control in addition to key metrics and diagnostic information In addition, all this functionality is scriptable

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 75 DEMO

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 76 EM Mechanics Accessing Enterprise Manager (

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 77 EM- Business Intelligence Instance Overview

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 78 EM- Business Intelligence Instance Capacity Management - Metrics

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 79 EM- Business Intelligence Instance Capacity Management - Availability

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 80 EM- Business Intelligence Instance Capacity Management - Scalability

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 81 EM- Business Intelligence Instance Capacity Management - Performance

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 82 EM- Business Intelligence Instance Diagnostics

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 83 EM- Business Intelligence Instance Diagnostics

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 84 EM- Business Intelligence Instance Security

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 85 EM- Business Intelligence Instance Deployment - Presentation

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 86 EM- Business Intelligence Instance Deployment - Repository

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 87 EM- Business Intelligence Instance Deployment - Scheduler

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 88 EM- Business Intelligence Instance Deployment - Mail

Q&A

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 90 The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remain at the sole discretion of Oracle.

Copyright © 2010, Oracle and / or its affiliates. All rights reserved. 91