1. 1 Copyright © 2007, Oracle. All rights reserved. Installing and Setting Up the Warehouse Builder Environment

2. Copyright © 2007, Oracle. All rights reserved. 1 - 2 Objectives After completing this lesson, you should be able to do the following: Describe Oracle Warehouse Builder Identify a variety of possible installation configurations Create the repository and the repository users

3. Copyright © 2007, Oracle. All rights reserved. 1 - 3 What Is Oracle Warehouse Builder? Oracle Warehouse Builder 10g Release 2 is Oracle’s industry-leading enterprise business intelligence integration design tool. Warehouse Builder manages the full life cycle of data and metadata for Oracle Database 10g. –Provides an easy to use, graphical environment to design, deploy, and manage business intelligence systems –Enables the extraction, transformation, and loading (ETL) of data for quality information in the Oracle database –Protects and leverages customer investment in the Oracle technology stack through data and metadata integration

4. Copyright © 2007, Oracle. All rights reserved. 1 - 4 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. Copyright © 2007, Oracle. All rights reserved. 1 - 5 Managing the Full Life Cycle of Metadata and Data

6. Copyright © 2007, Oracle. All rights reserved. 1 - 6 New Packaging 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 R/3 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 Note: Options and connectors are available for licensing with Oracle Database Enterprise Edition only. For more information, read the “Packaging and Licensing” section of OWB FAQ on OTN.

7. Copyright © 2007, Oracle. All rights reserved. 1 - 7 New Packaging of OWB Functionality Note: Options and connectors are available for licensing with Oracle Database Enterprise Edition only. For more information, read the “Packaging and Licensing” section of OWB FAQ on OTN. 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 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 R/3 PeopleSoft 8.9 Oracle E-Business Suite

8. Copyright © 2007, Oracle. All rights reserved. 1 - 8 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

9. Copyright © 2007, Oracle. All rights reserved. 1 - 9 Typical Flow of Design and Deployment Design target metadata. 1 Design source-to- target mappings for ETL. 3 Validate, generate, and deploy code. 4 5 OWB repository Target warehouse and data marts Sources Derive and deploy BI reporting infrastructure. Execute process flows or individual mappings to extract, transform, and load data. 6 7 Capture knowledge using “experts.” Define A. Define B. Map A to B. Capture or sample source metadata. Possibly profile data. 2

10. Copyright © 2007, Oracle. All rights reserved. 1 - 10

11. Copyright © 2007, Oracle. All rights reserved. 1 - 11 Role of a Warehouse Builder Administrator Warehouse Builder system administration involves: Monitoring and administering the Warehouse Builder repository Managing phased transitions, such as from development to QA to production Maintaining schema objects Performing backup and recovery of Warehouse Builder metadata and data Administering security privileges and permissions to repository users and target users Tuning the performance of ETL load processes Diagnosing and troubleshooting problems

12. Copyright © 2007, Oracle. All rights reserved. 1 - 12 Tasks Involved in Warehouse Builder Administration OWB repository Target warehouse Sources – Administer the repository – Perform metadata backup and recovery – Manage metadata changes – Tune performance of ETL processes (optional) – Maintain target schema objects – Manage repository and target users – Manage security privileges – Diagnose errors – Troubleshoot common issues

13. Copyright © 2007, Oracle. All rights reserved. 1 - 13 Steps for Setting Up the Warehouse Builder Environment 1.Verify the installation requirements. 2.Determine the environment configuration scenarios. 3.Prepare the server infrastructure (OS, Database). 4.Install optional components. 5.Install Warehouse Builder. 6.Create the Warehouse Builder repository.

14. Copyright © 2007, Oracle. All rights reserved. 1 - 14 Before Installing OWB: Verify the Installation Requirements Read the entire installation document before: –Choosing a configuration environment –Choosing the order of installation Verify hardware and software requirements. Start the installation. Oracle Warehouse Builder Installation and Configuration Guide

15. Copyright © 2007, Oracle. All rights reserved. 1 - 15 Environment Configuration Scenarios Various scenarios for installing and configuring the Warehouse Builder environment: Basic implementation Basic client/server Client/server implementation with separate design and run-time environments Remote run-time environment

16. Copyright © 2007, Oracle. All rights reserved. 1 - 16 Example of Basic Implementation: Stand-Alone Configuration Oracle Database 10g –Service name (SID) is orcl –Sample schemas installed Workflow Server 2.6.4 – owf_mgr is the workflow schema. –Configured using the Workflow Configuration Assistant Warehouse Builder 10g R2 –Both client and server are installed. Student PC setup and configuration

17. Copyright © 2007, Oracle. All rights reserved. 1 - 17 Prepare the Server Infrastructure: Supported Operating Systems The Design Center client is supported on only Windows and Linux platforms. On UNIX platforms, only Warehouse Builder server components are supported. For an updated list of certified hardware platforms and operating system versions, review the certification matrix on the Oracle MetaLink Web site at http://metalink.oracle.com. Linux, UNIX, HP- UX PA-RISC,and IBM AIX Windows Operating System Both 32-bit and 64-bit architectures are supported. – Microsoft Windows XP, Microsoft Windows 2000, Windows Server 2003 Supports Linux x86 (Red Hat Enterprise Linux AS/ES, SLES, and Asianux, and SuSE LINUX Enterprise Server). Linux 64 bit is also supported. Requirements

18. Copyright © 2007, Oracle. All rights reserved. 1 - 18 Prepare the Server Infrastructure: Oracle Database Support Oracle Database 8.1.7.4 is the earliest Oracle version to which Warehouse Builder 10g Release 2 can connect as a source. Oracle Database 9.2 or later (SE, SE1, or EE) is required for the Warehouse Builder 10g Release 2 repository. RDBMS XE is not supported (no Java in the database). 9 i OLAP is not supported with 10g Release 2 due to API changes in the DBMS. For updated list of certified hardware platforms and operating system versions, review the certification matrix on the Oracle MetaLink Web site at http://metalink.oracle.com/.

19. Copyright © 2007, Oracle. All rights reserved. 1 - 19

20. Copyright © 2007, Oracle. All rights reserved. 1 - 20 Installing Optional Components Oracle has a built-in DBMS Scheduler that can be used to deploy Warehouse Builder schedules or to create new scheduled jobs. Oracle Job Scheduler Discoverer: 10g BI Beans: 10g Oracle Business Intelligence Suite Enterprise Edition (EE) Oracle Business Intelligence Suite Standard Edition One Query tools You need the following from one of the certified vendors listed on Oracle Technology Network: – Regional data libraries – Name and address adapter software Third-Party Name and Address Data Oracle Workflow Optional Component Oracle Workflow 2.6.2 (for Oracle 9.2) Oracle Workflow 2.6.3 (for Oracle 10g R1) Oracle Workflow 2.6.4 (for Oracle 10g R2) Supported Versions

21. Copyright © 2007, Oracle. All rights reserved. 1 - 21 Installing Optional Components Oracle has a built-in DBMS Scheduler that can be used to deploy Warehouse Builder schedules or to create new scheduled jobs Oracle Job Scheduler Discoverer: 10g BI Beans: 10g Oracle Business Intelligence Suite Enterprise Edition (EE) Oracle Business Intelligence Suite Standard Edition One Query Tools You need the following from one of the certified vendors listed on Oracle Technology Network: – Regional data libraries – Name and Address adapter software Third-Party Name and Address data Oracle Workflow Optional Components Oracle Workflow 2.6.2 (for Oracle 9.2) Oracle Workflow 2.6.3 (for Oracle 10g R1) Oracle Workflow 2.6.4 (for Oracle 10g R2) Supported Versions

22. Copyright © 2007, Oracle. All rights reserved. 1 - 22 Installing Warehouse Builder Warehouse Builder uses Oracle Universal Installer to install components and to configure environment variables. OUI installs all the software at the same time. This software can play the role of client or server software depending on where you run the installation.

23. Copyright © 2007, Oracle. All rights reserved. 1 - 23 OWB Product Components Design Center OMB Plus scripting client Repository Browser Administration –Repository Assistant –Start or Stop Control Center Service –Start or Stop OWB Browser Listener

24. Copyright © 2007, Oracle. All rights reserved. 1 - 24 Warehouse Builder 10g R2 Repository The Warehouse Builder repository is a database schema that stores: –Design metadata, including metadata definitions for all the sources, targets, and ETL processes –Run-time metadata, such as the run-time and deployment statistics, physical location information, and audit information of all the deployments and executions The repository is owned by a highly privileged user called the “repository owner.” Repository owners can register additional users as “repository users” who have controlled access to the central repository schema.

25. Copyright © 2007, Oracle. All rights reserved. 1 - 25 Job Functions of Repository Owners and Users The repository owner can define an intermediate “DBA” role. Users can then be assigned this role, allowing them to perform limited administrative tasks without the privileges of the repository owner. YesNo Security, users, and role privileges management NoYes Enabled as target schema YesNo Administrative tasks (access to run- time/deployment statistics, physical location information, audit details) Deploy and execute code Design metadata (using Design Center) Job Functions Yes Repository Owner Yes Repository Users

26. Copyright © 2007, Oracle. All rights reserved. 1 - 26 Creating a Warehouse Builder Repository Two ways of defining a Warehouse Builder repository: –Using Repository Assistant (wizard) –Using the OMB Plus OMBINSTALL OWB_REPOSITORY command Two ways to create a repository when using the Repository Assistant: –Basic Install –Advanced Setup

27. Copyright © 2007, Oracle. All rights reserved. 1 - 27 Using the Advanced Setup Option

28. Copyright © 2007, Oracle. All rights reserved. 1 - 28 Using the Advanced Setup Option

29. Copyright © 2007, Oracle. All rights reserved. 1 - 29 Managing Repository Owners

30. Copyright © 2007, Oracle. All rights reserved. 1 - 30 Managing Repository Owners

31. Copyright © 2007, Oracle. All rights reserved. 1 - 31 Managing Repository Users

32. Copyright © 2007, Oracle. All rights reserved. 1 - 32 Summary In this lesson, you should have learned how to: Describe the steps for setting up a Warehouse Builder environment Create a repository, repository owners, and repository users

33. Copyright © 2007, Oracle. All rights reserved. 1 - 33 Practice 1-1 Overview: Creating a Repository Owner and a Repository User This practice covers creating a repository owner and user by using the Advanced Setup option of the Repository Assistant.

34. Copyright © 2007, Oracle. All rights reserved. 1 - 34