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10084 Upgrade to BI Apps With ODI From Earlier Release With Informatica?

Is It Really an Upgrade?

April 22, 2018

Gary Rao; BI Architect Naren Thota; Senior Partner/BI Architect Infosemantics, Inc.

About the Speaker – Gary Rao §  BI Solution Architect at Infosemantics, Inc. §  Experience with BI solutions for Oracle EBS including R12

since 1997 §  Data Warehousing, BI and Analytics experience with

disparate sources – over 16 years §  Experience with non-Oracle Solutions as well

§  Teradata §  Qlikview §  Power BI §  Tableau §  Business Objects

About Infosemantics

§  Visit us at booth 1027 §  Established in 2001 §  User Community Focused §  People First §  Global Reach – Offices in

US, Philippines, and India §  Shared Expertise §  www.Infosemantics.com

§  R12.1.3, R12.2 public vision instances

§  Presentations on functional and technical topics

§  Public OBIEE/OBIA Sandbox Instance

GoldPartner

Agenda

•  Overview of Oracle BI Apps 11.1.1.10.x •  BI Apps 7.9.6.4 Vs BI Apps 11.1.1.10.x •  What does it mean to us? •  BI Apps Upgrade from 7.9.6.4 to 11.1.1.10.x •  OBIEE 12c •  Q&A

Overview of Pre-Built Apps (OBIA) 11.1.1.10.x

Overview of OBIA 11g ■  Also known as Business Intelligence Applications/Analytics

§  Release 11.1.1.10.1 with ODI as the ELT/ETL (big difference from tool perspective)

Oracle BI Apps 7.9.6.4 V/s 11.1.1.10.x

BI Apps 7.9.6.4 Vs BI Apps 11g - Infrastructure

BI Apps 7.9.6.4

■  Fusion middleware is limited to manage OBIEE services

■  Informatica for ETL ■  Informatica client – Power

Center ■  Data Warehouse

Administrator Console (DAC) – manage jobs

■  Support for Oracle and Non-Oracle sources and targets

BIApps11.1.1.10.1

■  Fusion middleware to manage the entire infrastructure and services (including ODI)

■  Oracle Data Integrator (ODI) for (ELT)

■  ODI Studio ■  BIA Configuration Manager –

manage jobs ■  Currently, only Oracle sources and

targets are supported ■  Golden Gate support to manage

Data Load time pressures

BI Apps 7.9.6.4 &11g – OLTP Coverage

BI Apps 11.1.1.7.1 onwards

■  CRM – EBS 11i/R12 - Service & Price only

■  Financials – EBS 11i/R12, PeopleSoft 9.x ■  Subledger accounting subject

areas (new) ■  HR - EBS 11i/R12, PeopleSoft

9.x ■  SC&OM – EBS 11i/R12, JDE ■  Proc & Spend/Projects – EBS

11i/R12 , PeopleSoft 9+ ■  Manufacturing – Discrete and

Process ■  EAM Analytics ■  Oracle Product Lifecycle Analytics

- Agile PLM

BI Apps 7.9.6.4

■  CRM – EBS 11i/R12, Siebel 7.8+, Fusion Apps 11.1.1.6.0

■  Financials – EBS 11i/R12, PeopleSoft 8.9/9.x, JDE, SAP

■  HR – EBS 11i/R12, PeopleSoft 8.9/0.x

■  SC&OM – EBS 11i/R12, JDE, Fusion Apps 11.1.1.6.0

■  Proc & Spend/Projects - EBS 11i/R12, PeopleSoft 8.9/9.x

■  EAM – EBS 11i/R12

Oracle’s Statement of Direction on BI Apps 7.9.6.4

•  Oracle will continue to support the 7.9.6.x product series –  Please see Oracle Lifetime Support policy located at

http://www.oracle.com/us/support/library/lifetime-support-middleware-069163.pdf

•  However, Oracle will no longer develop new content for 7.9.6.4, nor extend the 7.9.6.x support or any series based on an ETL architecture with Informatica

What Does It Mean to Us? •  Customer with a corporate standard on Informatica, can remain

on 7.9.6.x series. Oracle will fully support their deployment per the Lifetime Support –  No new capabilities that are part of 11g would be available for 7.9.6x

•  Customers may migrate forward to the new 11g series –  Extent of migration process and path depends on the level of

customizations within 7.9.6x •  Customer has a corporate initiative to move their infrastructure to

the Cloud, may consider BI Applications deployed on IaaS or a PaaS model

•  Customers planning an upgrade to OBIA11g –  Regardless of IaaS or on-prem, upgrade process is more or less the same

BI Apps Upgrade Process From 7.9.6.4 To 11.1.1.10.x

BI Apps Upgrade Process •  This is not an Upgrade unfortunately, it is a migration effort from

7.9.6.x over to 11.1.1.10.x –  Certainly needs fit/gap assessment first to identify customizations in the

7.9.6.x to migrate over to 11.1.1.10.x •  High-level Steps

–  Install OBIEE11.1.1.9.x infrastructure •  Required home for BI Apps 11g install

–  Install BI Apps 11.1.1.10.x –  Configure and complete extracts –  Migrate customizations from the old to the new (evaluate and re-apply), as needed –  Test

BI Apps Upgrade Process – What to Know •  Planning

–  Plan the time lines –  Infrastructure –  Staffing

•  Pre-requisites and versions of Source Database •  An assessment of customizations, and a fit/gap with the content delivered in BI

Apps 11g –  Identify the Objects to be migrated –  Inventory of customizations and comparisons

•  Enough time for the upgrade –  Consider time working with Oracle Support

•  User Community training and adoption •  Security •  Release Management

BI Apps Upgrade Process – Issues & Lessons Learned •  Planning, fit/fap with customizations from, setting realistic estimates,

User face-time etc. •  Stick with one OBIA release version and continue with the same from

Dev through Prod –  We experienced a Customer patching up Dev to the latest release, but install

latest in Prod, think code set will be the same, but no •  Verify all the pre-requisites (installation to implementation) •  Inventory of changes made in Dev for migration to other environments •  Test load data for a year before the planned full load •  Follow customization recommendations •  OoTB Dashboards – is it relevant to the business or not

BI Apps Upgrade Process – Issues & Lessons Learned

•  Data Loads and errors –  Issues with incrementals being treated as full loads –  Issues when data loaded for one domain earlier and starting another domain

•  General bugs with the loads, dashboards etc. – expect to spend time with Oracle support

•  Some of the Issues –  Mfg - BOM – errors out due to a BOM explosion package error (Patch) –  Cash Flow Dashboards not returning values has zeros (Patch) –  HR Accruals Load takes too long (increase parallel processes) –  Index Creation Errors (Validate Source Data)

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OBIEE 12c

OverviewofOBIEE12c■  Unique platform that enables customers to uncover new

insights and make faster, more informed business decisions ■  Several changes compared to OBIEE 11g

■  No more Security GUIDs ■  Archiving for migration using BAR ■  EM not used for RPD deployment ■  External Datasource directly in front-end (xls)

■  Frontend and Functions ■  It has more graphs/chart features

■  Matrix Heat map ■  Waterfall

■  Users can call on the “R” function directly ■  Visual Analyzer

■  Self-Service BI

OBIEE12cforOBIA11g■  OBIA11g cannot be installed on OBIEE12c as the home

■  Dual-headed deployment ■  Procedure to implement OBIEE 12c for OBIA 11.x

■  OBIA 11.x needs to be installed with OBIEE 11g ■  Install OBIEE12c on Machine ‘B’, then migrate RPD, Catalog, Security

from OBIEE11g over to OBIEE12c on Machine B ■  Oracle Support: 11g: Support of BI Applications 11g[11.1.1.9.2 &

11.1.1.10.1] with OBIEE 12.2.1(12C) Doc ID 2084688.1 ■  Process need to be treated as a separate task, and therefore another

iteration of testing ■  Existing 7.9.6.x BI Applications Customers also can take advantage of new

modules or Cloud connectors provided in the 12c Series of OBIEE (OBIA 796: Support of BI Applications 7.9.6.3 & 7.9.6.4 with OBIEE 12.2.1(12C) (Doc ID 2087632.1))

References •  Oracle BIA 11.1.1.10.2 Documentation Library

https://docs.oracle.com/applications/biapps102/install/toc.htm •  Oracle Business Intelligence Analytics (OBIA) Statement of

Direction - Doc ID 1937481.1 on My Oracle Support •  Hardware/Software certifications

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

•  Product Lifetime Support Policy http://www.oracle.com/us/support/library/lifetime-support-

middleware-069163.pdf •  http://www.rittmanmead.com/blog/ •  http://www.infosemantics.com/infosemantics-blog.html •  http://redpillanalytics.com/obia-7-9-x-to-11g-informaticadac-to-odi-

cross-reference-guide/

Session ID:

Remember to complete your evaluation for this session within the app!

10084

Gary.Rao@Infosemantics.com Naren.Thota@Infosemantics.com