Archive for the EPM Category

OTN Article: Building a 100% Cloud Solution with Oracle Data Integrator

Posted in ACE, ArchBeat, BICS, DBCS, DEVEPM, EPM, EPM Automate, InfraStructure, ODI, ODI 11g, ODI Architecture, Oracle, Oracle Database, OS Command, OTN, PBCS, Tips and Tricks with tags , , , , , , , , , , , , on January 23, 2017 by RZGiampaoli

Hi guys how are you? Today I want to share our new OTN article Building a 100% Cloud Solution with Oracle Data Integrator.
The article will cover how to integrate BICS, PBCS, DBCS and ODI and will explain step by step how to create a 100% cloud solution using ODI (everything on the cloud including ODI :)).

This is a perfect article for companies that are thinking to go cloud and have some doubts or even are thinking how you can integrate/use your actual infrastructure with the cloud services.

I hope you guys enjoy and see you soon.

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DEVEPM will be at KScope 17!!!

Posted in ACE, EPM, Kscope 17, ODI, ODTUG on January 9, 2017 by Rodrigo Radtke de Souza

Hi all, how are you doing? With a little delay (sorry, I was on vacation 🙂 ) we are very happy to announce that DEVEPM will be once again at KScope! We are very honored to be selected to present on the best EPM conference in the word! Here is what we are going present at Kscope 17:

Data Warehouse 2.0: Master techniques for EPM guys (powered by ODI)

“EPM environments are generally supported by a Data Warehouse, however, we often see that those DWs are not optimized for the EPM tools. During the years, we have witnessed that modeling a DW thinking about the EPM tools may greatly increase the overall architecture performance.

The most common situation found in several projects is that the people that develops the data warehouse does not have a great knowledge about EPM tools and vice-versa. This may create a big gap between those two concepts which may severally impact performance.

This session will show a lot of techniques to model the right Data Warehouse for EPM tools. We will discuss how to improve performance using partitioned tables, create hierarchical queries with “Connect by Prior”, the correct way to use Multi-Period tables for block data load using Pivot/Unpivot and more. And if you want to go ever further, we will show you how to leverage all those techniques using ODI, which will create the perfect mix to perform any process between your DW and EPM environments.”

Kscope is the largest EPM conference in the world and it will be held on San Antonio, Texas on June 2017. It will feature more than 300 technical sessions, five symposiums, deep dive sessions, and hands on labs over the course of five days.

Got interested? If you register by March 25th you’ll take advantage of the Kscope early bird rates, then don’t waste more time and let’s be part of the greatest EPM event in the world. If you are still unsure about it, read our post about how Kscope/ODTUG changed our lives! Kscope is indeed a life changer event!

kscope17logo-pngmThank you very much everybody and we’ll be waiting for you at Kscope 17!

ODI 12c new features: Dimension and Cubes! Part 2 (Loading using Natural Keys)

Posted in Cubes, Dimensions, ETL, New Features, ODI 12c, ODI Architecture with tags , , , , , on September 14, 2016 by Rodrigo Radtke de Souza

Hi all, let’s continue with our posts regarding “ODI 12c new features: Dimension and Cubes”. As stated in the previous post, we can have two ways to build our new objects: with natural keys or with surrogate keys. Today’s post will focus on loading the dimensions and fact tables that where created using natural keys (please see our previous post for all the settings required for those objects).

Let’s begin loading our TIME dimension (which was mapped to our TIME Oracle table). This dimension will have information from three different source tables: SRC_YEAR, SRC_QUARTER and SRC_MONTH. Each of them has information regarding each TIME hierarchy level, so all of them needs to be loaded in order to have a complete hierarchy in our final table.

The load process is very easy and intuitive: first create a new mapping and drag and drop the TIME dimension to it. Then, just add the three source tables, map to its correspondent level in the TIME dimension and that’s it. A very cool thing here is that ODI understands each level as a “separate” table/process, so you don’t need to join your source tables before actually loading it to the target dimension. In other words, ODI allows you to have any kind of complex ETL to each dimension level and each level will be treated as “separate” data loads that will be glued together by the hierarchy setting that you mapped in the TIME dimension object. Here is what it looks like:

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When you execute the mapping we are going to see that the first “MAP_BEGIN” section will try to create and truncate our stage tables that were set in our dimension object. Here is an odd thing (as we also mentioned in the last post): We could not understand yet why ODI “forces” you to have the stage tables created prior to execution (so you can select them in the Dimension object), as it could very well create them for you (like it does for C$ and I$ tables). I know that Oracle may had a reason behind it, but as for now, the entire “stage tables” thing seems an unnecessary setup. Anyway, the important thing here is that ODI will truncate the stage tables before any new execution.

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In the “MAP_MAIN” section is where it gets interesting. We can see here how ODI threats this new dimension object: each level has its own ETL, as we can see that it is loading YEAR, QUARTER and MONTH separately. First YEAR step will load its source to its stage table STG_YEAR, then QUARTER step will join the information from its source table plus STG_YEAR to its STG_QUARTER table. Finally, MONTH step, that is our leaf/grain level, will join its source table plus STG_QUARTER table (which is already joined with YEAR source) and merge it all together in our final table TIME. The result will look like below:

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Since we are not using Surrogate keys here, our Dimension table will contain only the grain/leaf members with all Natural Keys and its attributes for all levels that exists in the dimension. So one row will contain all information regarding all levels that it belongs to. When we create the mappings for the other two dimensions (they’re very similar, so I’m not adding them here) and execute them, we will get the following results:

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Let’s to go our Fact table load. This one is way too simple, since our source table already contains all the Natural Keys that will be the ones that will also exist in our FACT table (remember, we are not dealing with Surrogate Keys in this example). Here we just need to map each NK to its respective dimension column and also our Measure data and execute the mapping.

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When we take a look in Operator, we are going to see a single merge command in our Fact table, where ODI will use all dimensions to search if that row already exists in our FACT table. If it exists, the measure column is update, otherwise it is inserted.

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The final result is below: as expected, all Natural Keys from our dimensions were inserted in the Fact table, together with our measure.

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Now you may be wondering, why should I use these new features if it seems a lot of work (settings) for a little gain? Well, using ODI for Natural Key’s only is really not worth it, since the only benefit here seems to be ODI loading the dimensions levels all at once, with different sources/ETL, in a single mapping object, which is a very cool feature, since it enables us to better organize our DW objects and have a clear view on our ETL logic. But again, this is too little for the amount of work that we need to do to get there. But don’t worry, it will get way better when we start to work with Surrogate Keys, since ODI will be able to abstract all the Surrogate Key management and you will start to feel that all the necessary settings will finally be worth the work.

That’s it for today folks! We will be releasing the Surrogate Key settings and load posts very soon, so stay tuned in our blog! See ya!

PBCS, BICS, DBCS and ODI!!! Is that possible???

Posted in 11.1.1.9.0, 11.1.2.4, ACE, BICS, DBCS, EPM, EPM Automate, ODI, ODI 10g, ODI 11g, ODI 12c, ODI Architecture, ODI Architecture, Oracle, OS Command, PBCS, Performance, Uncategorized with tags , , , , , , , on August 15, 2016 by RZGiampaoli

Hey guys, today I’ll talk a little bit about architecture, cloud architecture.

I just finished a very exciting project in Brazil and I would like to share how we put everything together for a 100% cloud solution that includes PBCS, BICS, DBCS and ODI. Yes ODI and still 100% cloud.

Now you would be thinking, how could be 100% cloud if ODI isn’t cloud yet? Well, it can be!

This client doesn’t have a big IT infrastructure, in fact, almost all client’ databases are supported and hosted by providers, but still, the client has the rights to have a good forecast and BI tool with a strong ETL process behind it right?

Thanks to the cloud solutions, we don’t need to worry about infrastructure anymore (or almost), the only problem is… ODI.

We still don’t have a KM for cloud services, or a cloud version of ODI, them basically we can’t use ODI to integrate could tools….

Or can we? Yes we can 🙂

The design is simple:

  1. PBCS: Basically we’ll work in the same way we would if it was just it.
  2. BICS: Same thing here, but instead of use the database that comes with BICS, we need to contract a DBCS as well and point the DW schema to it.
  3. DBCS: here’s the trick. Oracle’s DBCS is not else then a Linux machine hosted in a server. That means, we can install other things in the server, other things like ODI and VPN’s.
  4. ODI: we just need to install it in the same way we would do in an on premise environment, including the agent.
  5. VPN’s: the final touch, we just need to create VPN’s between the DBCS and the client DB’s, this way ODI will have access to everything it needs.

Yes you read it right, we can install ODI in the DBCS, and that makes ODI a “cloud” solution.

cloud solution

The solution looks like this:

BICS: It’ll read directly from his DW schema in the DBCS.

PBCS: There’re no direct integration between the PBCS and DBCS (where the ODI Agent is installed), but I found it a lot better and easy to integrate them using EPM Automate.

EPM Automate: With EPM Automate we can do anything we want, extract data and metadata, load data and metadata, execute BR and more. For now the easiest way to go is create a script and call it from ODI, passing anything you need to it.

VPN’s: For each server we need to integrate we’ll need one VPN created. With the VPN between the DBCS and the hosts working, use ODI is extremely strait forward, we just need to create the topology as always, revert anything we need and work in the interfaces.

And that’s it. With this design you can have everything in the cloud and still have your ODI behind scenes! By the way, you can exactly the same thing with ODI on premise and as a bonus you can get rid of all VPN’s.

In another post I’ll give more detail about the integration between ODI and PBCS using EPM Automate, but I can say, it works extremely well and as far I know is a lot easier than FDMEE (at least for me).

Thanks guys and see you soon.

 

Kscope 16 has started…

Posted in ACE, EPM, Kscope 16, Oracle, OTN with tags on June 26, 2016 by RZGiampaoli

Greetings my fellow friends. As you know it’s that time of the year when we get together with our friends to have a lot of fun and decide what we will do next…. and it’s not Christmas but it is KSCOPE!!!
Yesterday we helped a little bit the Odtug guys and our friend Cameron to organize this amazing event 😉 (Very small help since we get there late :)).
And today we watch some cool news from Oracle and what is coming in the near future 🙂
Talking about Oracle, we just received our oracle Ace plaques 🙂

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Very nice 🙂 and I loved mine 🙂 match with my beard 🙂
Also, tomorrow, 27/Jun we will presenting two session. In the morning (10:15) we will talk about the Dell’s global EPM environment, you can expect to hear about all kind of solutions that we implemented over the Last 6 years, and I’m sure that you guys will get out of this session with a lot of ideas to implement. At afternoon (4:30) our session will be all about tips and tricks. You can expect to hear the best tricks we use in our development as well some ideas in how you can use them.
Come and join us in our presentations. We will be waiting for you guys.
And if we never match before, you just need to look for these badges 🙂

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Thank you and we are waiting for you tomorrow….

Let’s Join DEVEPM @ KSCOPE 16

Posted in ACE, EPM, Essbase, ETL, Hyperion Essbase, Hyperion Planning, InfraStructure, Kscope 16, ODI, ODI 10g, ODI 11g, ODI 12c, ODI Architecture, ODTUG, Oracle Database, OS Command, Performance, Tips and Tricks with tags , , , , , , , , , , , , on April 5, 2016 by RZGiampaoli

Hi Guys how are you?

Just a quickly post about this year KSCOPE. This year we’ll have 2 excellent sessions:

Take a Peek at Dell’s Smart EPM Global Environment:

Ricardo Giampaoli , TeraCorp

Co-presenter(s): Rodrigo Radtke de Souza, Dell

When: Jun 27, 2016, Session 2, 10:15 am – 11:15 am

Topic: EPM Applications – Subtopic: Planning

In a fast-moving business environment, finance leaders are successfully leveraging technology advancements to transform their finance organizations and generate value for the business.
Oracle’s Enterprise Performance Management (EPM) applications are an integrated, modular suite that supports a broad range of strategic and financial performance management tools that help business to unlock their potential.

Dell’s global financial environment contains over 10,000 users around the world and relies on a range of EPM tools such as Hyperion Planning, Essbase, Smart View, DRM, and ODI to meet its needs.

This session shows the complexity of this environment, describing all relationships between those tools, the techniques used to maintain such a large environment in sync, and meeting the most varied needs from the different business and laws around the world to create a complete and powerful business decision engine that takes Dell to the next level. 

Incredible ODI Tips to Work with Hyperion Tools

Ricardo Giampaoli , TeraCorp

Co-presenter(s): Rodrigo Radtke de Souza, Dell

When: Jun 27, 2016, Session 6, 4:30 pm – 5:30 pm

Topic: EPM Platform – Subtopic: EPM Data Integration

ODI is an incredible and flexible development tool that goes beyond simple data integration. But most of its development power comes from outside-the-box ideas.

  • Did you ever want to dynamically run any number of “OS” commands using a single ODI component?
  • Did you ever want to have only one data store and loop different sources without the need of different ODI contexts?
  • Did you ever want to have only one interface and loop any number of ODI objects with a lot of control?
  • Did you ever need to have a “third command tab” in your procedures or KMs to improve ODI powers?
  • Do you still use an old version of ODI and miss a way to know the values of the variables in a scenario execution?
  • Did you know ODI has four “substitution tags”? And do you know how useful they are?
  • Do you use “dynamic variables” and know how powerful they can be?
  • Do you know how to have control over you ODI priority jobs automatically (stop, start, and restart scenarios)?

If you want to know the answer to all this questions, please join us in this session to learn the special secrets of ODI that will take your development skills to the next level.

Join us in KSCOPE 16 and book our 2 sessions in schedule. They will be very good sessions and I’m sure that you’ll learn some new stuff that will help you in your EPM Environment!

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Remotely Ziping files with ODI

Posted in 11.1.1.9.0, ACE, Configuration, EPM, Essbase, ETL, Hacking, Hyperion Essbase, InfraStructure, ODI, ODI 10g, ODI 11g, ODI 12c, ODI Architecture, ODI Architecture, OS Command, Performance, Remotely, Tips and Tricks, Zip Files with tags , , , , , , , , , , , on April 5, 2016 by RZGiampaoli

Hi guys how are you? It has been a long time since last time I wrote something but it was for a good reason! We were working in our two Kscope sessions! Yes, this year we will have 2 sessions and I think they will be great!

Anyway, let us get to the point!

Today I want to talk about something that should be very simple to do it but in the end, it is a nightmare…. Zip a file in a remote server…

A little bit of context! I was working in a backup interface for one client and, because their cubes are very big, I was trying to improve the performance as much as I can.

Part of the backup was to copy the .ind and .pag files and the data extract files as well. For an app we are talking in 30 gb of .pag and 40 gb of data extract files.

Their ODI infrastructure is like this:

Infrastructure

Basically I need to extract/copy data from Essbase server to the disaster recovery server (DR Server). Nothing special here. The problem is, because the size of the files I wanted to Zip the files first and then send it to the DR server.

If you use the ODI tools to Zip the file, what it does is bring all the files to the ODI Agent server, zip everything and the send it back. I really do not want all this traffic in the network and all the time lost in this process (also, the agent server is a LOT less powerful then the Essbase server).

Regular odi tools zip process

Then I start to research how I could do that (and thank you my colleague and friend Luis Fernando Cairo that help me a lot doing a lot of tests on this)

First of all we have three main options here:

  1. Create a .bat file and run it remotely: I did not like it because I do not want a lot of .bats all over the places
  2. Use windows invoke command: I need a program in the server like 7 zip or so and I don’t have access to install freely and I do not want to install zip’s program all over the places too
  3. Use Psexec to execute a program in the server: Same as the previous one.

Ok, I figure out that in the end I’ll need to create/install something in the server… and I rate it. Well, let’s at least optimize the problem right!

Then I was thinking, what I have in common in all Hyperion servers? The answer is JAVA.

Then I thought, I can use the JAR command to zip a file:

jar cfM file.zip *.pag *.ind

Where:

c: Creates a new archive file named jarfile (if f is specified) or to standard output (if f and jarfile are omitted). Add to it the files and directories specified by inputfiles.

f: Specifies the file jarfile to be created (c), updated (u), extracted (x), indexed (i), or viewed (t). The -f option and filename jarfile are a pair — if present, they must both appear. Omitting f and jarfile accepts a “jar file” from standard input (for x and t) or sends the “jar file” to standard output (for c and u).

M: Do not create a manifest file entry (for c and u), or delete a manifest file entry if one exists (for u).

Humm, things start to looks better. Now I had to decide if I would use the Invoke command or Psexec.

I started trying the Invoke command, but after sometime I figure out that I can’t execute the jar command using invoke.

Then my last alternative was Psexec.

The good thing about it is that is a zip file that you need just to unzip in the agent server, set it in the Environment Variables (PATH) and you are good to go.

It works amazingly.

You can run anything remotely with this and it’s a centralized solution and non-invasive as well (what I liked).

You just need to:

psexec \\Server  -accepteula  -w “work dir” javapath\jar cfM file.zip *.pag *.ind

Where:

-w: Set the working directory of the process (relative to remote computer).

-accepteula: This flag suppresses the display of the license dialog.

There’s one catch, for some unknown reason, the ODI agent does not get the PATH correctly then you need to use the complete path where it was “Installed”. The ODI is like this:

OdiOSCommand “-OUT_FILE=Log_Path/Zip_App_Files-RUM-PNL.Log” “-ERR_FILE =Log_Path /Zip_App_Files-RUM-PNL.err”

D:\Oracle\PSTools\psexec \\server -accepteula -w \\arborpath\APP\RUM\PNL\ JAVA_PATH\jdk160_35\bin\jar cfM App_Files-RUM-PNL.zip *.pag *.ind

With this, we will have a process like this:

Remotly Zip Process

This should not be something that complicate but it is and believe me, I create a very fast process and the client is very happy.

I hope you guys enjoy it and see you soon.

DEVEPM on OTN 2MTT – Speed Your IT Career

Posted in 2MTT, ACE, ArchBeat, EPM, Oracle with tags , , , on April 5, 2016 by Rodrigo Radtke de Souza

Hi all! Quick post today. DEVEPM recorded one more OTN 2MTT, now talking about “Speed Your IT Career”. In this 2MTT I talk about my ODTUG webinar “Where to start? ETL Developer Career” that will happen on Tuesday, April 19, 2016, 12:00 PM – 1:00 PM EDT. Take a look and sign in for the webinar right now!

2MTT

Dynamically exporting objects from ODI

Posted in 11.1.1.9.0, ACE, ODI, ODI Architecture, Tips and Tricks with tags , on March 1, 2016 by Rodrigo Radtke de Souza

Hi all!

Today we will be talking about how we can export any object from ODI in a dynamic way. But first, why would we want to do that? One good example to do this is to figure out which ODI objects changed during a period range and export their xml to be stored in a code versioning repository. Another one could be to export all ODI scenarios with a certain marker, or from specific projects/folders in an automated way. Exporting Load Plans: Few people realize it, but there is no easy way in ODI to export several Load Plans at once (you may move the desired load plans to a folder and then export the entire folder with “Child components export” selected, but that would be considered cheating 🙂 ). Or maybe you just want to do it for the sake of doing something in a dynamic way (if you already read some of our posts, you already know that we like dynamic coding!).

First, let’s take a look on the OdiExportObject object from the Toolbox.

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From Oracle Documentation:
Use this command to export an object from the current repository. This command reproduces the behavior of the export feature available in the user interface.

Great, that’s what we want: export any object (even Load Plans, that it’s not listed in the Oracle documentation) from the current repository. You may read about all its parameters here:

https://docs.oracle.com/middleware/11119/odi/develop/appendix_a.htm#ODIDG805

An example of a Load Plan export would look like this:

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Two important parameters here: First we have the Object ID, that indicates which object you are about to export. This ID can be found by double clicking the ODI object and checking its Version tab:

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The other parameter is the Classname. This one you may check on Oracle documentation but, as I said before, there may be some class names missing in the documentation, like SnpLoadPlan. So, the easiest way to check the correct Classname for any ODI object is to export it using the user interface, like below:

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Go to the folder and open the xml file in a text editor. The Classname will be the Object Class right in the beginning of the xml file:

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Ok, but it does not seem very dynamic, since we need to pass the object ID/Classname in order to export the correct object. So here we will use two of our favorite techniques to make it dynamic: Command on Source/Target and ODI metadata repository SQL. This is how it works: we will create an ODI procedure that will contain a SQL that queries the ODI metadata repository in the “Command on Source” tab (returning all the objects that we want to export) and OdiExportObject command on the “Command on Target” tab to actually export the objects.

Let’s begin with the “Command on Source” tab. First create a connection to you ODI work repository and define a Logical Schema to it. In the Command, add the SQL that will meet your requirement (in this example, retrieve all Load Plans that were created/modified since last week):

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Our query needs to return three columns: the OBJECT_ID, OBJECT_CLASS and FILE_NAME. This information will be passed to the “Command on Target” to identify which objects needs to be exported.

Now, we need to add the OdiExportObject to the “Command on Target” tab and this is pretty simple to do. Every ODI object found in the Toolbox can be added to an ODI procedure and be called as “ODI Tools” Technology. If you are not sure how to do it, a good tip here is to add the ODI object that you want to add in the ODI procedure in an ODI package, set its parameters as you would normally do and click at the “Command” tab, like bellow:

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Now just copy the command text and add it to your procedure in the “Command on Target” tab, selecting “ODI Tools” as its Technology:

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As you can see, we have added three # variables here that will receive the information from the “Command on Source” tab. When you run this procedure, if 10 load plans were created/modified since last week, those will be exported to the EXPORT_DIR folder.

In this example we queried SNP_LOAD_PLAN table in order to get all load plan information. Luckily, the ODI table names are very similar to its Classname, so they should not be hard to find. Here is a list of the most common objects that you will likely export from ODI:

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That’s it guys. I hope you liked it! See ya!