OBIEE Action Framework

Action FrameworkA Practical Guide To The Galaxy Kevin McGinley ([email protected])

Action Framework, As Advertised

Copyright © 2012 Accenture All Rights Reserved.

Insight Action

What Do We Use It For?


Action Framework, As Advertised


Insight Action

Action Framework, Co-Opted


Insight

Beam me up to another

application, Scotty

Action Framework, Co-Opted Again


Insight

Let me do something you

didn't ETL, Scotty

Action Framework, Co-Opted Yet Again


InsightLet me do

something you did ETL, Scotty

Contents

• Integrating with ERP • Short-Cutting ETL • Integrating with ETL • One More Thing...


Integrating with ERP


Integration Options


Navigate from EBS to OBIEE

Navigate to EBS from

OBIEE

Navigate to EBS from

OBIEE (with parameters)

Initiate EBS workflow from

OBIEE

Action FrameworkRequired

Navigate Overview


EBS config for OBIEE

OBIEE config for

EBS

EBS Forms config

AF EBS config

Action

•Metalink Note: Integrating Oracle Business Intelligence Applications with Oracle E-Business Suite [ID 1343143.1]

•OBIEE 11g Integrators Guide •EBS R12 base install does not require any patches for this functionality to work. •EBS 11i will require patchset 5473858 (which is 11i.ATG_PF.H.delta.5)

EBS Config Overview

• Create EBS Function(s) for OBIEE • Create EBS Menu with OBIEE Function • Assign Menu to Responsibility (New or Existing) • Assign Responsibility to a User • Create a System Profile for Responsibility


EBS Config


Create functions for OBIEE dashboards and Answers, if desired.

EBS Config


Enter the full host and port names for OBIEE.

OBIEE Config Overview

• Add Connection Script to Init Block Connection Pool • Create Authentication Init Block and Session Variables • Update AuthenticationSchemas.xml with EBS ICX

Authentication Cookie Name and Session Variable Name • Update InstanceConfig.xml Authentication Tags


OBIEE Config


EBS_RESP_ID, EBS_RESP_APPL_ID, EBS_SEC_GROUP_ID, EBS_RESP_NAME, EBS_USER_ID, EBS_EMPLOYEE_ID, USER

OBIEE Config


authenticationschemas.xml

instanceconfig.xml

TIP: Log into EBS and type javascript:document.write(document.cookie) in the address bar to get nameInSource.

EBS Forms & AF Config Overview

• Edit ActionFrameworkConfig.xml to Enable EBS • Identify Form Parameters to Pass • Create a Trigger Event on the Form • Create OBIEE Action


ActionFrameworkConfig.xml


<Oracle Middleware Home>\user_projects\domains\bifoundation_domain\config\fmwconfig\biinstances\coreapplication

Form Parameters


Create Trigger


This value goes into a parameter in the action.

Create Action


It's a good idea to fix and/or hide the Function Code and Connection Pool.

Once attached to a report, pass a column on the report to the parameter.

Demo


Call EBS Workflow - Overview

• Install and enable the Integrated SOA Gateway • Apply numerous EBS patches for Integrated SOA Gateway • Expose a service and assign it to user(s) • Test exposed web service with SoapUI or similar tool • Make sure proper EBS parameters are exposed in Soap

Header • Use SOA Monitor UI tool to diagnose errors in EBS • Add proper credentials to credential store • Validate SOAP policies • Create OBIEE Action


Short-Cutting ETL


Practical Possibilities

• Currency Conversion – On-demand translation of a

single value versus storing and updating exchange rates

• External Data Sources – Call out to external data on-

demand instead of capturing on a scheduled basis

– Geo – Whois – Financial – Government (Census) – Healthcare (ICD-9, Hick-Picks) – General Conversions

• Informational Attributes – Call non-analytical attributes

from other applications instead of storing dozens or hundreds of barely used attributes

• Language Translation – Conversion of text/description

fields to another language


On-demand!

AF JavaScript vs Web Service

• Pros: – AF Browser Script Parameter

Functionality – Offers great flexibility when

dynamically interacting with external websites and web services

– Also valuable dynamically linking to internal websites

• Cons: – Requires custom scripting and

basic JavaScript skill set – No default OBIEE display

results options


• Pros: – AF Browser Script Parameter

Functionality – Native OBIEE call & result

option • Cons: – Requires wsdl's (and well

structured ones at that) – Limited interactivity/

manipulation of values returned

Real Time Currency Conversion


• Calculate currency conversion rates and target currency values in real time.

• Feed product prices or other report parameters directly to 3rd party web services – http://www.webservicex.net/CurrencyConvertor.asmx/

ConversionRate?FromCurrency=USD&ToCurrency=EUR – http://currencies.apps.grandtrunk.net/getlatest/USD/EUR

Browser Setup


• Anytime you begin leveraging interactive functionality in JavaScript you’ll need to adjust security settings. – Turn off pop-up blocker

• Add OBIEE as a trusted site and enable cross domain AJAX calls – You can add a trusted site in IE via the Tools | Internet Options

| Security tab. Then you can set the security for trusted site via the Custom level | Miscellaneous section. You'll see that, by default, the "Access data sources across domains" option is set to Prompt. However, Prompt is unsatisfactory because it will interrupt any current application that is running with a message box, asking the user to confirm that they want access to the service. Instead, set the option to Enable.

The Script - Key Parts


• AF Browser Scripts calls are broken into 2 functions. – The first function manages the parameters passed from OBIEE

Action Framework to the JavaScript file for processing. – The second function actually calls the web service, captures the

result, performs a calculation and opens an internet window to display results.

<middleware home>/user_projects/domains/bifoundation_domain/servers/bi_ server1/tmp/_WL_user/analytics_11.1.1.2.0/<installation dependent folder>/war/res/b_mozilla/actions/UserScripts.js

The Script (cont.)


The Script (cont.)


Action


Demo


Integrating with ETL


Practical Possibilities

• Micro ETL – Run filtered ETL job on-demand instead of running for all data on a

frequent scheduled basis • Use Cases – Financial adjustments during month-end-close – Latest sales updates during a brief campaign to gauge demand – Process recently-updated semi-structured data set (spreadsheet) – Any potential for near-real-time that is hard to schedule or can be

segmented by dimensional values


On-demand!

Overview with ODI


Action Framework

ODI Run-Time

ServicesScenario

Interface

Variable

ODI Configuration


• ODI Run-Time Services Overview • Installation Components • Extending the Web Logic Domain • Verifying ODI Java EE Agent deployment • Configure ODI Topology with Java EE Agent • Example ETL and Variable • Testing the OdiInvoke Web Service with SoapUI • Kicking off the ETL from OBIEE

Installation Components


Extend WLS Domain

• [HOME]/Oracle_ODI1/common/bin/config.bat • Extend existing domain • Select domain directory (bifoundation_domain if OBIEE) • Check Oracle Data Integrator Agent (JRF auto-checked) • Complete the wizard specific to your environment


http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/odi/odi_11g/setup_jee_agent/setup_jee_agent.htm

Verify Deployment


Configure ODI Topology with Agent


Physical

Logical

Example ETL and Variable


Test ODiInvoke Web Service


SoapUI gives us an easy layout of the request and the ability to test it out by putting in parameters where instructed.

XML Request Template with Parameters


REQUEST TEMPLATE: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:odi="xmlns.oracle.com/odi/OdiInvoke/"> <soapenv:Header/> <soapenv:Body> <odi:OdiStartScenRequest>  <Credentials>   <OdiUser>?</OdiUser>  <OdiPassword>?</OdiPassword> <WorkRepository>?</WorkRepository> </Credentials> <Request> <ScenarioName>?</ScenarioName> <ScenarioVersion>?</ScenarioVersion> <Context>?</Context>  <Synchronous>true</Synchronous>  <SessionName>?</SessionName>  <Keywords>?</Keywords>  <Variables>  <Name>?</Name> <Value>?</Value> </Variables>  <LogLevel>5</LogLevel> </Request> </odi:OdiStartScenRequest> </soapenv:Body> </soapenv:Envelope>

SAMPLE REQUEST WITH PARAMETERS: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:odi="xmlns.oracle.com/odi/OdiInvoke/"> <soapenv:Header/> <soapenv:Body> <odi:OdiStartScenRequest>  <Credentials>   <OdiUser>SUPERVISOR</OdiUser>  <OdiPassword>SUPERVISOR</OdiPassword> <WorkRepository>WORKREP</WorkRepository> </Credentials> <Request> <ScenarioName>UPDATESTOREREVENUE</ScenarioName> <ScenarioVersion>001</ScenarioVersion> <Context>ODI_DEMO_CONTEXT</Context>  <Synchronous>true</Synchronous>  <SessionName>?</SessionName>  <Keywords>?</Keywords>  <Variables>  <Name>WS_DEMO.OFFICE</Name> <Value> Madison</Value> OBIEE passes in the value of the variable here </Variables>  <LogLevel>5</LogLevel> </Request> </odi:OdiStartScenRequest> </soapenv:Body> </soapenv:Envelope>

Create Action


Create Action


Demo


One More Thing...


Action Menu Using OBIEE Presentation Web Services

• Create an agent for the given report – writeIBot() method

• Execute existing agent for the given report – executeIBotNow() method

• Subscribe to an existing agent for the given report – subscribe() method

• Unsubscribe to an existing agent for the given report – unsubscribe() method

• Retrieve information about a column on the report – describeColumn() method

• Create a copy of the given report in the user's My Folder – copyItem() method


Use JavaScript to...

• Call logon() method and capture sessionID

• Call desired presentation web service and pass sessionID

• Call logoff() method and pass sessionID

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OBIEE Action Framework

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