1. David Gilmore & Richard Blevins Senior Consultants April 17th, 2012
Project Kick-Off: Banner Operational Data Store and Banner Electronic Data Warehouse
David Gilmore & Richard Blevins Senior Consultants April 17th, 2012

2. Introduction & Agenda Introduction Agenda The “Big Picture”
Banner Operational Data Store’s (Banner ODS) Role
Banner Electronic Data Warehouse’s (Banner EDW) Role
Banner ODS Concepts
Banner EDW Concepts
ODS & EDW Administrator Technical Support
Comments and Questions

3. The “Big Picture” Business Intelligence (BI)

4. What is Business Intelligence?
Business intelligence is essentially timely, accurate, high-value, and actionable insights, and the work processes and technologies used to obtain them. Scheps, Swain. Business Intelligence for Dummies. Indianapolis: Wiley, Print.

5. BI Definition - Significant Points
Timely – Allowing sufficient time for proactive action
Accurate – Logically supporting insights or decisions
High-Value – Nontrivial and worthy of reporting effort
Actionable – Having an outcome susceptible to outcome-changing influence
NOTE: Technology NOT required!!

6. Is this BI? Timely? Maybe! Banner Legacy Microsoft Excel Other System

7. Is this BI? Timely, but efficient? Banner Legacy Other System

8. What is Ellucian’s basic BI architecture?
Data
Warehouse
Banner
Legacy
Other System
Other System

9. What is AHC’s basic BI architecture?
Data
Warehouse
Banner
Legacy
Other System
Other System

10. Significant Architectural Points
Minimizes impact of reporting on transactional system performance
Promotes more consistent reporting results
Supports most reporting tools
Minimizes impact of transactional system maintenance
Promotes a single version of the truth
Promotes efficient collection of data
Supports data formats, e.g. historical or aggregated, valuable for reporting but not transactional processing
Supports static data retention, i.e. data freezes or snapshots

11. The BI Roles: Banner ODS & Banner EDW

12. Narrowing Our Focus Data Warehouse Banner Legacy Other System

13. Data Flow – Basic Overview
Banner Database
Data Warehouse Database
Oracle Streams
Banner
Tables
Staging
ODS
EDW
ETL
ETL

14. Banner Operational Data Store (Banner ODS)
Some Terminology
Banner Operational Data Store (Banner ODS)
Ellucian’s core data warehouse product
Mostly Oracle code (SQL & PL/SQL) development
Primary design purpose is the extraction of Banner ERP data, the transformation of that data and the ultimate storage of that transformed data to support short-term, operational reporting needs, including ad-hoc querying
Primary feature is a set of reporting views formatted especially for reporting
Although data freezes are supported, most data is dynamic

15. Banner Electronic Data Warehouse (Banner EDW)
Some Terminology
Banner Electronic Data Warehouse (Banner EDW)
Banner ODS add-on
Also primarily composed of Oracle code (SQL & PL/SQL) development
Primary design purpose is the extraction of Banner ODS data, the transformation of that data and the ultimate storage of that transformed data to support long-term, strategic reporting needs, including online analytical processing (OLAP)
Most data is static and captured on significant events, e.g. census date or end of fiscal year

16. Extract, Transform & Load (ETL)
Some Terminology
Oracle Streams
Built-in feature of the Oracle database
Data replication and integration feature
Enables the near real-time propagation of data, transactions and events from one database to another
Extract, Transform & Load (ETL)
Entire process of extracting data from a source system and ultimately loading it into a target system
Three steps are not well-defined nor do they need to maintain any specific order of occurrence
Includes any Oracle objects or code used to perform the process

17. Data Flow – Basic Overview
Banner Database
Data Warehouse Database
Oracle Streams
Banner
Tables
Staging
ODS
EDW
ETL
ETL

18. Extract, Transform & Load (ETL)
Important Points
Oracle Streams
Near real-time
No transformation
Extract, Transform & Load (ETL)
On demand or scheduled by ODS Administrator
Three types for ODS: complete load, partial reload or refresh
Two types for EDW: capture snapshot with and without replace
Also known as load mappings or load jobs
Partial reloads are required when setup changes are made to the ODS or when large amounts of data need to be loaded

19. Banner ODS & EDW Concepts

20. Data Warehouse Database
ODS & EDW Extensions
Banner Database
Data Warehouse Database
Oracle Streams
EDW
Banner
Tables
Staging
ODS
ETL
ETL
AHC Ext.
AHC Ext.
AHC Ext.

21. Data Flow – Basic Overview
Banner ODS
Composite
Tables
Security and Display Rules
Reporting
Views

22. Important Points Reporting Views
All reporting views owned by one of two Oracle users, ODSMGR or ODSLOV
ODSLOV owns only list-of-value (LOV) views
LOV views contain Banner validation table values and some Banner rule values
Some reporting views have a slotted version
Slotted views present multiple rows of data as a single row by having additional columns called slots

23. Important Points Display Rules Two types: positional and hierarchical
Positional rules used for most slotted reporting views to control selection of data presented in slotted reporting view slots
Hierarchical rules used for some address reporting views to control the order in which address types are selected and returned for a entity, similar to Banner address selection rules in Job Submission jobs

24. Banner ODS & EDW Administrator Support

25. Support Tasks
Security and display rule setup and maintenance
Data freeze setup and maintenance
Metadata maintenance
Run or schedule ETL mappings or jobs
Run and evaluate jobs monitoring the “health” of the Banner ODS system
Run and evaluate data reconciliation reports to ensure accuracy of the ODS system data
Monitor jobs control reports, i.e. logs, for warnings or errors

26. Troubleshooting
Why is my transactional system data different than my Banner ODS system data?
Timing of data refresh
Differing FGAC or other security settings between transactional system and Banner
Inconsistent Banner Job Submission address selection rule and Banner ODS display rule
Streams stopped
Error in load mapping/job

27. Additional Information

28. Reference Materials
Banner Operational Data Store Handbook
Banner Operational Data Store Release Guide
Banner Operational Data Store Installation Guide
Banner Operational Data Store Upgrade Guide
GTVSDAX Handbook

29. Comments/Questions?

30. Thank You!
David Gilmore Richard J. Blevins