Oracle BI Creating Repository

Created By : Hitesh Mankar Reviewed By: Amit Sharma Contact Point :bisp.consulting@gmail.com

Contents
1.Repository Basics (Oracle BI Architecture Components )
2.Building the Physical Layer of a Repository

3.Building the Business Model and Mapping Layer of a Repository

4.Building the Presentation Layer of a Repository

5.Testing and Validating a Repository

Oracle BI Architecture Components

1. 2. 3. 4. 5. Clients Oracle BI Presentation Services Oracle BI Server Oracle BI repository Data sources

Clients

Oracle BI Presentation Services

Oracle BI Server

Data Source

Relationships between architecture components

1.Clients
Provide access to business intelligence information Oracle BI Answers Oracle BI Interactive Dashboards Oracle BI Administration Tool
OBI Answers
OBI Interactive Dashboards OBI Administration Tool Oracle BI Presentation Services

Clients

Oracle BI Server

Data Source

Clients
Oracle BI Answers and Oracle BI Interactive Dashboards are examples of clients that provide access to business intelligence information via a Web browser. Oracle BI Administration Tool is a Windows-based application.

a)Oracle BI Answers
Oracle BI Answers is the only report building interface that OBIEE provides. It is used for the construction of both Queries (the data) and Reports (the presentation) . It provides full ad hoc analysis, pivot tables and report creation.

b)Oracle BI Interactive Dashboards

Dashboards are the standard interface for the majority of users and simply containers for reports and other content. It allows multiple reports to be displayed in a tabbed interface. They are Fully interactive, graphical, secure, personalized information dashboards. Guided Analytics capabilities provide intelligent links to aid users in their path to discovery and action.

c)Oracle BI Administration Tool

Administration tool is a windows based client tool or interface to develop/create and manage Metadata repository and the logical starschemas. Metadata Repository (semantic layer) file contains the Business logic, connections, security configurations etc . It uses ODBC connectivity to connect to data sources

2.Oracle BI Presentation Services

Oracle BI Presentation Services makes a request to Oracle BI Server to retrieve the requested data by the user. It formats the data and sends it to the client or user. Provides the processing to visualize the information for client consumption Is implemented as an extension to a Web server Uses a catalog to store saved content Receives data from Oracle BI Server and provides it to the client that requested it.
Oracle BI Presentation Services Oracle BI Server Data Source

Clients

3.Oracle BI Server
It is an analysis server providing a calculation and aggregation engine that integrates data from multiple relational, unstructured, OLAP, and other sources. The core server behind Oracle Business Intelligence. Oracle BI Server receives the data from the data sources and processes and passes the data to Oracle BI Presentation Services.

Clients

Oracle BI Presentation Services

Oracle BI Server

Data Source

4.Oracle BI Repository
Repository is a place where data are stored and maintained. Each metadata repository can store multiple business models and metadata used by Oracle BI Server. Is accessed and configured using the Oracle BI Administration Tool, which you use to: Import metadata from databases and other data sources. Simplify and reorganize the metadata into business models. Structure the business model for presentation to users who request information.
Repository

Clients

Oracle BI Presentation Services

Oracle BI Server

Data Source

5.Data Sources
It contain the business data that users want to analyze which is accessed by Oracle BI Server.

Data Sources can be in any format accessed by BI Server such as: Relational databases Online analytical processing (OLAP) databases Flat files Spreadsheets XML for Analysis (XMLA)

Clients

Oracle BI Presentation Services

Oracle BI Server

Data Sources

Data Sources
Data sources are the physical sources where the business data is stored. A connection to the data source is created and then used by Oracle BI. The data source connection can be defined to use native drivers or Open Database Connectivity (ODBC).

The method, or protocol, used to access a data source depends on the type of data source.

Sample Request Processing

1.User views a Dashboard or submits an Answer request 2.The Oracle BI Presentation Services makes a request to the Oracle BI Server to retrieve the requested data 3.The Oracle BI Server, using the .rpd file, optimizes functions to request the data from the data sources 4.The Oracle BI Server receives the data from the data sources and processes as necessary 5.The Oracle BI Server passes the data to the Oracle BI Presentation Services 6.The Oracle BI Presentation Server formats the data and sends it to the client
Clients 1 6 Oracle BI Presentation Services 2 5 Oracle BI Server 3 4 Data Source

Sample Request Processing

This is a simplified example of how an Oracle BI request is processed. A user accesses a dashboard or submits a request in Answers. The request is received by Oracle BI Presentation Services, which routes the request to Oracle BI Server. Oracle BI Server uses the repository to determine the best way to access the requested data. Then it sends the SQL or other requests to the sources and combines the results or provides further processing.
The Oracle BI Server then sends the data back to Oracle BI Presentation Services, which formats the data as appropriate and sends it to the client for display.

Oracle BI Administration Tool

The Administration Tool is a Windows application that allows the Oracle BI Administrator to create and edit repositories. Exposes the Oracle BI repository as three separate panes, called layers: Physical layer Business Model and Mapping layer Presentation layer

Oracle BI Repository
Oracle BI Server stores metadata in repositories. The Oracle BI Administration Tool has a graphical user interface that allows server administrators to set up these repositories. An Oracle BI Server repository consists of three layers. Each layer appears in a separate pane in the Oracle BI Administration Tool user interface and has a tree structure. You can expand each object to see a list of its components. These layers are not visible to the end user.

Creating Repository and Building Physical layer

To build or create a new Repository you should use the Oracle BI Administration Tool. By importing metadata from databases and other data sources Physical layer is populate and The data sources can be of the same or different varieties. You can import schemas or portions of schemas from existing data sources. During the import process many of the properties of the data sources are configured automatically based on the information gathered.

Start Administration Tool

From start menu you can use the Administration Tool

Click on file menu and choose New

Write name for new Repository and save it

When you save the new repository it opens in Administration Tool window which displays the empty layers Presentation Layer, Business Model & Mapping layer and Physical layer and dont close it.
The name of repository will appear here

After this you need to Create an ODBC Data Source to import schema information about a data source into an Oracle BI Server repository. So you need to follow these steps.
Click on start menu 1.Start 3.Control Panel 4.Administrative Tools 5.Data Sources (ODBC) where you can select the data sources

Open the ODBC Data Source Administrator and click on system DSN and then Add button to create new data source.

In the Create New Data Source dialog box, select the Oracle driver Oracle in XE (for oracle Express Edition) and finish it.

Choose Your Data Source

Configure the data source in Oracle ODBC Driver Configuration dialog box enter a Data Source Name and select the appropriate TNS Service Name from the drop down list then click Test Connection to open the Oracle ODBC Driver Connect dialog box .
Write Your data Source Name

In the Oracle ODBC Driver Connect dialog box enter the user name and password and click OK.

Enter User name and Password to connect with database

"Testing Connection" message indicating the connection is successful. You need to see the message Connection Successful.

Now it shows your data source which you have chosen Close Oracle ODBC Driver Configuration dialogue box and ODBC Data Source Administrator
Now it shows your data source

Now you should back on the Administrative tool and click on File choose Import from database to get your data source.

Now in select data source dialog box select your data source name and Enter username and password click ok

So after selecting the data source you will get the import dialog box to select the database/databases and expand it.

Select the tables with Ctrl + Click and click on the import button When the Import process completes, click Close to close the Import dialog box .
You Should Check that only the Tables and Keys checkboxes are selected, which is the default

Now the database imported to the physical layer of repository and check that the tables which imported were correct.
Tables which are selected and imported to physical layer you can see .

In the Physical layer of the repository Create Physical Joins right click the Sales schema folder and select Physical Diagram ----> Object (s) and All Joins.

In physical diagram rearrange the tables so they are all visible in the Physical Diagram.

Click the New Foreign Key button on the toolbar Click the Product table and then the FACT_SALES table. The Physical Foreign Key dialog box opens. Continue to create the joins.
Primary key Foreign key Check the join expression is: CHANNELS.CHANNEL_ID = SALES.CHANNEL_ID

Click OK to close the Physical Foreign Key dialog box. The join between Product and FACT_SALES is displayed in the Physical Diagram.

It matters which table you click first the join is creating a one-tomany (1:N) relationship that joins the key column in the first table to a foreign key column in the second table. The Administration Tool automatically determines which columns should be included in the join.

This is Physical Diagram of Schema Fact_Sales

Check that relationship between dimension table and FACT table is always one-to-many (1:N). And check that more than one fact tables are not in the physical layer. This diagram in the snow flake schema.

Select File to Save or click the Save button on the toolbar to save the repository and don`t check the global consistency.

Leave the Administration Tool and the SALES repository open for the next modeling

So your new repository is created

To Build the Business Model and Mapping Layer of a Repository Drag and drop the schema from physical layer to Business model and Mapping layer

Check that all the tables were same as Physical layer and specially fact table

Fact Table

Right click on the table sales select Business Model Diagram -----> Whole Diagram

In this layer you can customize the database and tables you can add more tables or delete those tables which are not required for modeling. Here in the SALES schema Region table is merged into STORE table.
Region Table Merged into Store Table

So this is the look of Logical Table Diagram for the Business modeling and Mapping layer

So after joining both tables shown together in sources in the logical table Dialog Box

Building the Presentation Layer of Repository

Drag the SALES business model from the Business Model and Mapping layer to the Presentation layer to create the SALES catalog in the Presentation layer.

Expand the SALES catalog in the Presentation layer. Notice that the tables and columns in the Presentation layer exactly match the tables and columns in the Business Model and Mapping layer. Save the repository and Do not check global consistency

Testing and Validating a Repository

After Building the business model and Presentation layer you need to test the repository begin by checking the repository for errors using the Check Global Consistency option. Run a Check Consistency

Click on the File Menu go to Check Global Consistency and click on it

The Consistency Check Manager displays three types of messages

3.Best Practices messages provide information about conditions but do not indicate an inconsistency. 2.Warning messages indicate conditions that may or may not be errors, depending upon the intent of the Oracle BI Server administrator. 1.Error messages indicate errors that need to be fixed to make the repository consistent.

The Consistency Check Manager

For each message the Consistency Check Manager identifies the message type, the object type , the object and provides a detailed description of the message. There are options to display only selected message types, display results using qualified names check all objects in the repository and copy the results to another file.

Before Global Consistency Check the red mark appear on the schema in Business Model and mapping Layer

After Global Consistency Check the red mark disappear on the schema in Business Model and mapping Layer means consistency check Completed

To test your RPD its necessary to write your RPD file name in the NQSConfig.ini file which located in \OBIEE_SERVER\server\Config and save it
This is the NQSConfig file in which you need to write your rpd name

Here you need to write / change your RPD name in NQSConfig.ini file as shown

Use Oracle BI Answers to Execute Queries

You need to start or restart all your services Oracle BI Server, Oracle BI Presentation Server and Oracle BI Java Host services and also your data source properly. Start >

Programs >
Oracle Business Intelligence > Presentation Services.

Log in to Oracle Business Intelligence as Administrator

After login to OBI Click the Answers link in the Dashboard

Click on SALES in the subject areas it shows your RPD

Click on the column name in selection pane to select the column

Selected Columns appear here

Click on the Results tab to get result for selected columns Column Name which are selected

This is the Result for those Columns which are selected

THANK YOU

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