1. 1 Copyright © 2006, Oracle. All rights reserved. Setting Up and Starting Warehouse Builder

2. 1-2 Copyright © 2006, Oracle. All rights reserved. Objectives After completing this lesson, you should be able to do the following: Describe typical Oracle Warehouse Builder configurations, including the classroom stand- alone setup Describe Oracle Warehouse Builder program group components Log in to the Design Center Create a design repository and users Open a project and navigate the user interface

3. 1-3 Copyright © 2006, Oracle. All rights reserved. What Is Oracle Warehouse Builder? Oracle Warehouse Builder (OWB) is an extensible framework for designing, deploying, and managing enterprise data warehouses, data marts, and e-business intelligence applications.

4. 1-4 Copyright © 2006, Oracle. All rights reserved. Producing Quality Information Warehouse Builder enables the extraction, transformation, and loading of data to produce quality information in the Oracle database. DataInformationKnowledge Transformation Business intelligence Action (Quality information)

5. 1-5 Copyright © 2006, Oracle. All rights reserved. New Segmentation of OWB Functionality Enterprise ETL Option Enable large-scale, complex deployments Data Quality Option Convert data to quality Information on an ongoing basis: Data profiling Derivation of rules Correction maps Connectors Extract from common ERP/CRM: SAP PeopleSoft 8/9 Oracle E-Business Suite Core ETL Features Easily load data into the Oracle database: Bundled with Database SE1/SE/EE at no extra charge Packaged as a separate media pack Includes all existing 10 g R1 functionality, plus “ experts ” Note:Options and connectors are available for licensing with Oracle Database Enterprise Edition only.

6. 1-6 Copyright © 2006, Oracle. All rights reserved. New Segmentation of OWB Functionality Enterprise ETL Option Enable large-scale, complex deployments Data Quality Option Convert data to quality information on an ongoing basis: Data profiling Derivation of rules Correction maps Connectors Extract from common ERP/CRM: SAP PeopleSoft 8/9 Oracle E-Business Suite Core ETL Features Easily load data into the Oracle database: Bundled with Database SE1/SE/EE at no extra charge Packaged as a separate media pack Includes all existing 10 g R1 functionality, plus “ experts ” Note:Options and connectors are available for licensing with Oracle Database Enterprise Edition only.

7. 1-7 Copyright © 2006, Oracle. All rights reserved. BI Environment from an OWB Perspective Model, extract, transform, load, and manage BI data Create analytic content Share Business Intelligence Reports BI Beans Disco Plus Spread- sheet add-in Portal page Disco Viewer BI Beans application Relational Flat files Applications Mainframe SAP Sources Tools using BI data Relational Multi- dimensional (OLAP) OWB repository and/or Oracle database OWB

8. 1-8 Copyright © 2006, Oracle. All rights reserved. OWB Sources and Targets Applications: Oracle Applications, PeopleSoft, Custom SQL applications, and so on Applications: Oracle Applications, SAP, PeopleSoft, Custom SQL applications, and so on Flat files ODBC Other vendors: IBM DB2, Microsoft SQL Server, Sybase, Informix, Mainframes, and so on (via Oracle Transparent Gateways) Oracle: Tables, views, materialized views, external tables, dimensions, cubes, and so on Oracle: Tables, views, materialized views, external tables, transportable tablespaces, SQL*Loader, and so on TargetsSources

9. 1-9 Copyright © 2006, Oracle. All rights reserved. Installing OWB Read the entire installation document before: Choosing a configuration environment Choosing the order of installation Starting the installation Oracle Warehouse Builder Installation and Configuration Guide

10. 1-10 Copyright © 2006, Oracle. All rights reserved. Hardware and Software Requirements Hardware requirements for Microsoft Windows: –963 MB disk space for OWB installation –1 GB memory –1 GB page file size, TMP, or swap space –1 GHz Pentium processor or equivalent Software requirements: Supported operating systems: –Microsoft Windows XP –Microsoft Windows 2000 –Windows Server 2003 –Linux x86 (Red Hat Enterprise Linux AS/ES, SLES, and Asianux, and SuSE LINUX Enterprise Server) –HP-UX PA-RISC –IBM AIX

11. 1-11 Copyright © 2006, Oracle. All rights reserved. Supported and Certified Versions of Oracle RDBMS Oracle Database 10g or Oracle9 i Database (9.2) Enterprise Edition is installed on computers hosting the Warehouse Builder repository and targets. Deploying dimensional structures to an analytic workspace requires either Oracle Database 10g Release 2 or Oracle Database 10g Release 1 (10.1.0.3) with the 10.1.0.4 patch set, with the OLAP option selected. RDBMS support for data warehousing includes: –Oracle Enterprise Manager (OEM) integration for the “warehouse upgrade” feature and job scheduling –Oracle Workflow for dependency management –The MERGE command –Full outer joins, and much more

12. 1-12 Copyright © 2006, Oracle. All rights reserved. Software Versions Compatible with Warehouse Builder Supported Oracle database versions: –Sources: 8.1.7, 9.0.x, 9.2.x, 10g Releases 1 and 2 –Targets: 9.2.x, 10g Releases 1 and 2 –OWB Repository: 9.2.x, 10g Releases 1 and 2 –Oracle OLAP: 10.1.0.4 and later Discoverer: 10g BI Beans: 10g SAP: 3.x, 4.x Oracle Enterprise Manager: 9.0.x, 9.2.x Oracle Workflow: 2.6.2, 2.6.3, 2.6.4 (OWF 10g) Oracle Applications (Concurrent Manager): 11 i

13. 1-13 Copyright © 2006, Oracle. All rights reserved. OWB Product Components Design Center OMB Plus Repository Browser Administration Repository Assistant: –Start or Stop Control Center Service –Start or Stop OWB Browser Listener

14. 1-14 Copyright © 2006, Oracle. All rights reserved. Installing and Configuring OWB Run the Oracle Universal Installer to install the OWB software. Create target schemas. Start the Design Center, and click the Get Started button. Or, select Administration > Repository Assistant to create users. You can create target schemas by using the Repository Assistant or by using the Security node in the Global Explorer panel in the Design Center.

15. 1-15 Copyright © 2006, Oracle. All rights reserved. Configuring OWB Warehouse Builder: - Design Center - Repository Assistant - Repository Browser - Control Center Service - OMB Plus scripting Net client Web browser OEM client (O) Workflow client (O) Oracle database Oracle Agent TNS listener Oracle Management Service (OMS) Oracle Application Server 10 g : HTTP Server and Portal (O) Workflow Monitor OWB Runtime Platform Service Database object for: OWB : Repository schema : Target schema Portal (O) Workflow Server (O) OEM repository (O) Client Database O = optional

16. 1-16 Copyright © 2006, Oracle. All rights reserved. Classroom Stand-alone Configuration Each student PC The following reside on each computer: – Source flat files and schemas – Metadata repository – Target schema – All data warehousing software Warehouse Builder: - Design Center - Repository Assistant - Repository Browser - Control Center Service - OMB Plus scripting Oracle Database 10g: - Repository schema - Source and target schemas Workflow Server OracleBI 10g components (Discoverer for OLAP to show integration)

17. 1-17 Copyright © 2006, Oracle. All rights reserved. OWB 10g R2 Default Installation with a Single Repository Repository user Repository owner Highly privileged database user Create database objects: - Tables - Dimensions, cubes - Mappings - Packages, … Target schemas Repository users Repository owner Target users Created by the OWB Repository Assistant or Logon dialog box’s Get Started button Can be a single repository Created by the repository owner - Audit tables - Run-time and deployment statistics - Physical location info - Design metadata - Possible target

18. 1-18 Copyright © 2006, Oracle. All rights reserved. Target Users Repository user Repository owner Highly privileged database user Create database objects: - Tables - Dimensions, cubes - Mappings - Packages, … Target schemas Repository users Repository owner Target users Created by the OWB Repository Assistant or Logon dialog box’s Get Started button Can be a single repository - Audit tables - Run-time and deployment statistics - Physical location info - Design metadata - Possible target Created by the repository owner

19. 1-19 Copyright © 2006, Oracle. All rights reserved. Logging In to OWB Design Center You can initially use the Get Started button to create a user, after which you should use privileged users in the Design Center to administer other users.

20. 1-20 Copyright © 2006, Oracle. All rights reserved. Practice 1-1: Creating a Repository Owner and User This practice covers the following topics: Invoking the Warehouse Builder Design Center Logon dialog box Creating a repository user and repository owner

21. 1-21 Copyright © 2006, Oracle. All rights reserved. Projects A project is the highest-level object in Warehouse Builder. It is best to create projects after identifying the functional areas for the projects. Source module Mapping Transformations Mapping Transformations Warehouse module Project A Project B Warehouse module Staging Operational data sources Data Mart

22. 1-22 Copyright © 2006, Oracle. All rights reserved. Organizing Your Work in Projects Warehouse module Mappings Transformations Cube table Dimensions Materialized views Warehouse Warehouse module Mappings Transformations Tables Views Sequences Temp tables Warehouse module Mappings Transformations Tables Views Sequences Temp tables Source Warehouse module Tables Views Sequences Flat files Custom schema objects Warehouse to Data Mart Project Source to Warehouse Project Data mart Warehouse

23. 1-23 Copyright © 2006, Oracle. All rights reserved. Concurrent Users per Project with Object Locking A database can contain multiple users’ OWB repositories. Multiple users can work on the same project. Jan Trevor Project 1 Project 2 Database Repository B Repository A Kim Project 1

24. 1-24 Copyright © 2006, Oracle. All rights reserved. Multiple User Access Title bar indicates read/write or read-only mode. An attempt to open an object already opened and locked by another user results in a warning, allowing read-only access. An attempt to delete a read-only object locked by another user results in a warning.

25. 1-25 Copyright © 2006, Oracle. All rights reserved. Design Center Toolbar Menus Connection explorer Global explorer Project explorer Project explorer: Holds all information related to a single project Connection explorer: Holds all connections and control centers for the repository Global explorer: Holds all objects that are shared among users of the repository; this is a great place to share reusable components across projects

26. 1-26 Copyright © 2006, Oracle. All rights reserved. Objects Within a Project Oracle modules

27. 1-27 Copyright © 2006, Oracle. All rights reserved. Objects Within a Project Files Applications

28. 1-28 Copyright © 2006, Oracle. All rights reserved. Objects Within a Project Pluggable mappings Process flow modules Process flow Data rules

29. 1-29 Copyright © 2006, Oracle. All rights reserved. Objects Within a Project User-defined modules for user-defined objects created via OMB Plus scripting Schedules Derived object for OracleBI Discoverer Derived object for OracleBI Beans

30. 1-30 Copyright © 2006, Oracle. All rights reserved. Objects Within a Project Experts Collections Named configurations for multiple targets

31. 1-31 Copyright © 2006, Oracle. All rights reserved. Objects Within a Module Tables Dimensions Cubes Module node expanded to show its objects

32. 1-32 Copyright © 2006, Oracle. All rights reserved. Objects Within a Module External tables Views Materialized views Sequences

33. 1-33 Copyright © 2006, Oracle. All rights reserved. Objects Within a Module Data auditors Transformations Mappings

34. 1-34 Copyright © 2006, Oracle. All rights reserved. Objects Within a Module Queues User-defined types

35. 1-35 Copyright © 2006, Oracle. All rights reserved. Locations, Connectors, and Control Centers Connectors Oracle database locations Control centers Files locations Workflow location Discoverer location

36. 1-36 Copyright © 2006, Oracle. All rights reserved. Locations, Connectors, and Control Centers Connectors Oracle database locations Control centers Files locations Workflow location Discoverer location

37. 1-37 Copyright © 2006, Oracle. All rights reserved. Global Explorer Objects Security node seen only by users granted the Administrator role

38. 1-38 Copyright © 2006, Oracle. All rights reserved. Creating a Project

39. 1-39 Copyright © 2006, Oracle. All rights reserved. Setting Project Preferences

40. 1-40 Copyright © 2006, Oracle. All rights reserved. Setting Project Preferences

41. 1-41 Copyright © 2006, Oracle. All rights reserved. Summary In this lesson, you should have learned how to: Describe a variety of possible installation configurations Install Warehouse Builder Create repository users and log in Begin navigating through the Warehouse Builder client user interface

42. 1-42 Copyright © 2006, Oracle. All rights reserved. Practice 1-2: Invoking OWB and Opening a Project This practice covers the following topics: Logging in to Warehouse Builder Design Center Creating a new project Viewing project properties Navigating through the user interface