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Effectively Deploying and
Managing Business
Intelligence Implementations
Nick Tuson
Senior Director,
BI Product Management - Oracle
The following is intended to outline our general product direction. It is
intended for information purposes only, and may not be incorporated
into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole
discretion of Oracle Corporation.
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Program Agenda
 Product Architecture
 Commissioning BI
 Maintaining BI Service Levels
 Maintaining BI Security Policy
 Commissioning Applications
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Oracle Business Intelligence 11g
Architecture
Commission
Commission
Applications
BI Platform
Maintain
Service
Levels
Maintain
Security
Policy
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BI 11g Product Architecture
Significant TCO Improvements
 Extensive use of Oracle technology stack
 WebLogic used as application server
 Enterprise Manager used for systems management
 Introduction of OPMN for BI System components
 Centralized configuration management
– Modify on central server, propagate to other servers
 Horizontal and vertical scale out procedures
 Security – Oracle Platform Security Services (OPSS)
 Scriptable systems management and control
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Leverage FMW Technologies
 WLS (Web Logic Server)
– Application server
– Required on every OBIEE machine
 OPMN (Oracle Process Management Network)
– Used for distributed process start / stop / restart
– Process recovery (optional), Process ‘Ping’
– Managed via EM
– Can also be used for performance collection (DMS)
– Required on every OBIEE machine
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Leverage FMW Technologies
 DMS (Dynamic Monitoring System)
– Standard FMW performance data collection format
– Allows collection of current / historic data
– Can be persisted to database
 ODL (Oracle Diagnostic Logging)
– Defines standard FMW Logging content and format
– Defines mechanisms for analysing diagnostics across s/w components and
systems / Support for ECID (transaction ID)
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Leverage FMW Technologies
 OPSS (Oracle Platform Security Services)
– Authentication Service / Authorization Service
– Policy Management Service (Policy Store)
– User and Role Management Service (Identity Store)
– Credential Storage Service (CSF)*
 CSF (Credential Store Framework)
– CSF provides secure handling of credentials used in BI system – looking at
SSL certificates
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Leverage FMW Technologies
 OPATCH / OPACK
– Standard Oracle patching mechanism
– Silent or attended – integrated with EM
– Support for BI Apps
 UA (Upgrade Assistant)
– Standard oracle approach to simplify upgrade / rollback of patches
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Architecture - Terminology
 Oracle BI Domain – The overall Oracle BI EE system
 WebLogic Domain - A set of WebLogic instances servicing one or
more J2EE applications
 Admin Server (WebLogic) – Provides management of both the
WebLogic and BI Domain. A WebLogic Domain contains one Admin
Server
 Managed Server (WebLogic) – Contains deployed J2EE BI application
components
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Architecture - Terminology
 Node Manager (WebLogic) – A daemon process that provides remote
server start, stop and restart capabilities in addition to monitoring
 Oracle BI System Components – BI Server, Presentation Server,
Scheduler, Cluster Controller and Java host
 Oracle BI J2EE Components – BI Publisher, BI Office, Action
Framework Service, BI SAW Bridge Plugin, Security, Web Services for
SOA
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Oracle BI Architecture – Simple Install
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Oracle BI Architecture – Enterprise Install
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Oracle BI Clustering Architecture
Oracle BI Domain
Server 1
Server 2
WebLogic Domain
BI Office
BI Publisher
Web Service SOA
BI Plugin
Security
Managed Server | Cluster Node 2
Action Service
Web Service SOA
BI Office
BI Publisher
BI Plugin
Security
Admin Server
Admin Server
Admin Console
Admin Console
Enterprise Mgr
Enterprise Mgr
BI System Component Cluster
Oracle BI System Components
BI Server
BI Scheduler
Oracle BI System Components
Presentation Server
OPMN
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Java Host
Cluster Controller
BI Server
BI Scheduler
OPMN
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Presentation Server
Java Host
Cluster Controller
Node Manager
Action Service
Node Manager
Managed Server | Cluster Node 1
Oracle Business Intelligence 11g
Lifecycle
Commission BI
Commission
Applications
BI Platform
Maintain
Service
Levels
Maintain
Security
Policy
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Installation Process And Options
 Roadmap to installation
– Read the release notes and doc (twice)
– Is machine DHCP?
 If YES, then install loopback adapter
– Download files (‘shiphome’)
– Unpack to required location
– Run RCU to create schemas
– Run installer
 Install required files
 Configure
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Installation Process And Options
 Repository Creation Utility (RCU)
– This is used to create the supporting database schemas required by
Oracle Fusion Middlware
– Oracle BI EE has a single schema that is prompted for during install. This
includes the scheduler and BI scorecard schemas and others. RCU also
selects an MDS schema to be created.
– Independent of the main Oracle BIEE install process
– Unzip distribution file and run :
\bin\rcu.bat (Win) or \bin\rcu script (Linux)
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Repository Creation Utility
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Installation Procedure and Options
 Install Options
– Simple
 Easiest way to install Oracle BIEE – WLS Admin Server Only
– Enterprise
 Adds more options, e.g. Ports and Oracle Home names
 Used for creating a new install
 Performing a horizontal scale out to another machine
– Software Only
 Used for advanced configuration, only ‘file copy’ of install
 Separate configuration phas
 Used with Exalytics and BI Apps Installations
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Install Technology
 Oracle Inventory
 Oracle Universal Installer (OUI)
– Unified installer across Oracle products.
– Sophisticated framework
– Pre-req checks
– Supports Inventory
– Supports silent install
– Supports ‘standalone’ and ‘advanced’ install
– Operates in an ‘Interview’ style
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Oracle Universal Installer
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Oracle Universal Installer
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Configuration Utility – Scale Out
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Configuration Utility – Scale Out
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Configuration Phase
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Oracle Business Intelligence 11g
Lifecycle
Commission BI
Commission
Applications
BI Platform
Maintain
Service
Levels
Maintain
Security
Policy
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Virtualization
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Deployment Options
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Deployment Options
For BI Availability
 Active / Active
– Admin Server Failover Option
 Active / Passive (CFC)
 Enterprise Deployment Guide
 Disaster Recovery
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High Availability for Oracle BI
 Oracle BI EE achieves high availability through
– Process replication
– Highly available storage (database and shared file system)
 To provide a highly available system, BI EE requires the following external services:
–
A fault tolerant HTTP load balancer
–
A highly available shared file system
–
A highly available database for Oracle BI Scheduler and fact tables
 The following system components must be replicated (have at least two instances):
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–
Presentation Services
–
Cluster Controller
–
Oracle BI Scheduler
–
BI Server
–
JavaHost
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High Availability for Oracle BI
 The following persistent data sources must be placed on the highly available
shared file system:
– RPD publishing directory: The server metadata is contained in the repository file (.rpd file) that is
local to each BI Server. One BI Server is designated as a Master. Online changes to the rpd file
are made on the Master BI Server, and these changes are replicated to other members of the
cluster.
– Oracle BI Presentation Catalog
– Global cache (optional, but advisable for higher performance). The global cache capability offers
support for a common query cache that stores cache seeding and purging events. The global
cache is visible to all BI Servers in the cluster.
– Scheduler scripts
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High Availability for Oracle BI
 A WebLogic cluster with at least two members is required to host the Oracle BI
EE Java components such as the Oracle BI Presentation Services Plug-in and
the authentication service.
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WebTier
WLS Java
Components
OBIEE System
Components
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Active - Active
 An Active-Active system deploys two or more active system instances
 All instances handle requests concurrently
 Advantages:
– Provides High Availability
– Minimal System Downtime
– Highly Scalable Architecture
 Disadvantages:
– Requires a Load Balancer
– Requires Shared Storage
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Active – Active
 WLS Admin Server Failover
– Default deployment as a singleton
– Not essential for WLS managed server availability
– Can be deployed on shared storage to enable failover
 Procedure documented in Enterprise Deployment Guide
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Active - Passive (Cold Failover Cluster)
 An Active-Passive system deploys an active instance that handles
requests and a passive instance that is on standby. Also known as a
Cold Failover Cluster
 Advantages:
– Increased Availability over Single Instance
– Less Costly than Active-Active
– Load Balancer not required
 Disadvantages:
– Not as scalable as Active-Active
– Longer Downtime than Active-Active
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Active / Passive (Cold Failover Cluster)
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Enterprise Deployment Guide
 The Enterprise Deployment Guide (EDG) defines an
architectural blueprint that captures Oracle's recommended best
practices for a highly available and secure Oracle Business
Intelligence deployment
 The best practices described in this blueprint use Oracle
products from across the technology stack, including Oracle
Database, Oracle Fusion Middleware, and Oracle Enterprise
Manager Fusion Middleware Control
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Enterprise Deployment Diagram (EDG)
• Documented Best Practice
•
•
•
•
Database
Security
Middle tier Cluster
Firewall Configuration
• Tested by Oracle
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Disaster Recovery
 It is different to High Availability
 Protection of services in cases of natural disaster
 Typically at an alternative geographic location
 May be fewer services or resources at standby site
 Relies on shared storage and replication
– Synchronize the Application Tier after changes and patching
– Synchronize the DB Tier (RCU schemas)
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Disaster Recovery
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Enterprise Management and Lifecycle
Comprehensive Support in Enterprise Manager
 Unified systems management
–

Across all components / entire lifecycle
Performance monitoring & tuning
–
Diagnostics & troubleshooting
–
Across single instance & clusters
–
1-click scale-out & online clustering
–
Dynamic capacity management
 Lifecycle and Management
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–
Develop, test, deploy
–
Scale-out & tune
–
Patch & upgrade cycles
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Oracle BI EE Management Pack
Key benefits
Reduce Costs
• Automated discovery and tracking of Business Intelligence components
and configurations
• Reduce mean time to resolution
Improve Service Levels
• Proactive monitoring of end-user performance and availability
• Monitor key performance indicators and metrics
Align with Business Demands
• Make optimization decisions based on clearly defined KPI’s
• Create Service Level Agreements and Dashboards
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Oracle BI EE Management Pack
Manage your OBIEE11g/Exalytics environment
• New OBIEE11g target types with home
pages
• BI Instance, BI Presentation Server, BI
Cluster Controller, BI Java Host, BI
Scheduler, BI Server
• Essbase Server, Essbase Application
• Guided discovery for Stand-alone or
Exalytics deployments
• Process Control for Instances & Components
• HA recommendations based on current setup
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Oracle BI EE Management Pack
Track and Diagnose
• Log viewer integration
• Search and diagnose across your BI or
Exalytics instance
• Log file monitoring
• Set thresholds on custom patterns in BI log
files
• Configuration Management
• View, Search and compare configurations
between components and across instances
• Dashboards reports for usage and failures
• Scheduler reports for failed and scheduled jobs
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Fusion Middleware Control
Demonstration
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Oracle Business Intelligence 11g
Lifecycle
Commission BI
Commission
Applications
BI Platform
Maintain
Service
Levels
Maintain
Security
Policy
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Oracle BI Security
Integration with Identity Management
 Strong security
–
Comprehensive SSL
–
Encrypted metadata catalog
–
Report encryption, watermarking & signing
 Authentication & Single Sign-On
–
Integrates with corporate directories / SSO
–
Externalizes authentication
–
Easy to configure & setup
 Application roles & authorization
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–
Comprehensive set of application roles
–
Externalized for all metadata & data
–
Flexible authorization model
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Oracle Platform Security Services (OPSS)
 Standards-based, portable, integrated, enterprise-grade security
framework for Java applications
 Underlying security platform that provides security to Oracle Fusion
Middleware
 Abstraction layer in the form of standards-based programming
interfaces (APIs) that insulate applications from security infrastructure
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<Insert Picture Here>
What security mechanisms do we
support?
http://www.oracle.com/technetwork/middleware/ias/
downloads/fusion-certification-100350.html
http://www.oracle.com/technetwork/middleware/bienterprise-edition/bi-11gr1certmatrix-166168.xls
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Application Roles
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Roles
Users
Application Roles /
Policies
Oracle
Business
Intelligence
LDAP
Groups Identity
Store
Users
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Application Role Mappings in EM
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Multi-Tenancy
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The High-Level Vision for Multi-Tenancy
Functionality in Oracle BI
 Enable Oracle BI customers to provide Oracle BI as part of a SaaS offering to
their own internal or external customers.
 Customers need to be able to service multiple, distinct tenants through one
deployment of BI.
 These deployments typically have very large numbers of end users
(sometimes hundreds of thousands) and service a large number of ‘tenant’
customers (sometimes hundreds of thousands).
 In a multi-tenant deployment, each tenant should have access to end-user BI
functionality whilst being unaware and unaffected by the presence of other
tenants within their environment.
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Multi-Tenancy Support in BI 11.1.1.7 - What it
does do
 The webcat is made ‘Tenant-aware’ meaning that tenants can be
provisioned - a special Tenant folder is created that only
members of that tenant (plus global administrators) can see.
 The TENANTGUID session variable can be used as necessary
(e.g. to provide context for data-level security in the RPD)
 Front-end functionality is isolated by tenant
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Multi-Tenancy In The Web Catalog
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11.1.1.7.0 Multi-Tenancy Functionality
 A Global Administrator is provisioned as well as a Tenant
Administrator
 Use of Answers, Dashboards and Delivers isolated by Tenant
 Tenant provisioning functionality
 Tenant audit logs
 Tenant backup and restore
 Set query limits by tenant
 Tenant-specific global header and getting started sections
 Provide the ability to disable functionality in the user interface
options while retaining the ability to access the same
functionality programmatically through API
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11.1.1.7.0 Multi-Tenancy Limitations
 No tenant access to RPD and limited access to admin
functionality
 No tenant functionality in Essbase, RTD, BI Publisher, Scorecard
or Market Segmentation
 No tenant access to direct database requests
 Limited methods for selecting tenant-specific data sources or
credentials to connect to data sources
 No tenant-specific Application Roles
 No Catalog Groups
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Oracle Business Intelligence 11g
Lifecycle
Commission BI
Commission
Applications
BI Platform
Maintain
Service
Levels
Maintain
Security
Policy
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Questions
[email protected]
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Graphic Section Divider
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