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Oracle BI Applications Integration with Transactional Systems (Oracle EBS, PeopleSoft, Siebel CRM)

Agenda Deployment Options EBS Flexfields Security Integration More Information

Deployment Options

Standalone Interactive Dashboards

BI in a Portal via JSR-168/WSRP

Presentation Services Go URL GO URL Reference a dashboard URL from an external web server http://server_name_or_ip_address/Analytics/saw. dll?Go&Path=/Shared/Service/ExecutiveOvervie w&NQUser=user1&NQPassword=rock

Refer to: Oracle Business Intelligence Presentation Services Administration Guide Incorporating Oracle Business Intelligence Results into External Portals or Applications Using the Go URL

BI Integrated with EBS

BI Embedded within PeopleSoft Portal

PSFT/OBI Integration Reference PSFT/OBI portal integration require Oracle SSO Customer Connections White Paper (published in July 2006 ) Building Oracle BI Enterprise Edition Dashboards for the Peoplesoft Enterprise Performance Management Warehouse

Embedded Directly in Siebel Applications Within a dashboard view

Embedded Directly in Siebel Applications Contextually within a transactional view

Embedded Directly in Siebel Applications Analytics results within a transactional applet

Profitability is calculated from Total Revenue and Costs (from Financial system) Cost To Serve is calculated from costs gathered from CTI systems, Service Systems, etc.

Embedded Directly in Siebel Applications

Within homepage applets (Using symbolic URL)

Embedded Directly in Siebel Applications

Within a screen tab Each Analytics dashboard is a separate view SSO Service Dashboard 1 View SSO Sales Dashboard 1 View

Action Links

Tight Integration with Oracle ApplicationsAction Links navigate from analytical to operational Action Links Seamless navigation from analytical information to transactional detail while maintaining context Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise

Action Link configuration for Oracle EBS Identify EBS Application page/function to link to Obtain function_id and parameters required by that page Identify EBS table that supports the parameters needed from above Create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view Action Link is dynamically generated by calling the FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL () function in the Oracle E-Business Suite OLTP Schema

Action Link Example: Drill to EBS Order Detail Identify EBS Application page/function to link to Order Detail page Obtain function_id and parameters required by that page Function ID - 'ISC_ORDINF_DETAILS_PMV' Parameters - (EBS_RESP_APPL_ID, EBS_RESP_ID, EBS_SEC_GROUP_ID)

Identify EBS table that supports the parameters needed from above EBS table: OE_ORDER_HEADERS_ALL;

Create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view

Action Link Example: Drill to EBS Order DetailOpaque View Definition:SELECT HEADER_ID, fnd_run_function.get_run_function_url( CAST(fnd_function.get_function_id('ISC_ORDINF_DETAILS_PMV') AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_APPL_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_SEC_GROUP_ID) AS NUMBER), 'HeaderId='||HEADER_ID||'&pFunctionName=ISC_ORDINF_DETAILS_PMV&pM ode=NO&pageFunctionName=ISC_ORDINF_DETAILS_PMV', NULL) as ORDER_HEADER_ACTION_LINK_URL FROM OE_ORDER_HEADERS_ALL

Action Link Example: Drill to EBS Order Detail Join the opaque view with the warehouse table

Map Action Link URL in the opaque view to the presentation layer and change property to hyperlink.For Details Please Refer to Metalink3 Note: Enabling Action Links in Oracle Business Intelligence Applications for Oracle E-Business Suite (Doc ID 555254.1)

Action links between Analytics reports and Siebel CRM Direct navigation from record to transactional while maintaining context Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet

Action Links Configuration for Siebel CRM

EBS Flexfields

Flexfield and Value Set Integration Key Flexfields (KFF) Pre-packaged mappings to extract Key Flexfield data Mappings are flexible to handle configuration performed on these flexfields Out-of-the-box support to a number of KFFs (refer next slide) Descriptive Flexfields (DFF) Support by extension of the data warehouse by adding requisite columns Value Set Hierarchy Extract hierarchical relationships of Value Sets

List of EBS Key Flexfields Supported OutOf-The-BoxEBS App/Module Supported Key Flexfield Segments*

Inventory

Item Categories** (MCAT)

1

Finance

Accounting (GL#)

1 through 30

Position (POS)

1

Human Resources

Job (JOB)

3,6

Grade (GRD)

1

*These are the segments supported Out-of-box. The number of segments covered can be extended on-site. Procedure documented in OBIA Apps Install and Config Guide ** 20 segments are supported for item category sets (hierarchies)

Security Integration

Oracle BI Apps Security IntegrationTight security integration with Oracle ApplicationsSales Service & Contact Center Marketing Procurement & Spend Supply Chain & Order Management Financials Human Resources

Oracle BI ApplicationsTightly integrated security model User Security Object Security Data Security

Oracle BI Foundation

Supports iPlanet, Novell, MSFT AD, Oracle Identity Directory (OID), and others Right content shown to the right user

User SecurityHow do I get in? Oracle BI EE Security Based Authentication Defines and stores user information in the RPD

User Security

LDAP Authentication Stores information from the LDAP server in session variables

External Table Authentication Maintains list of users in an external database

Database Authentication Authenticates users through database logins

Single Sign-On (SSO) Provides an open interface to enable web integration with SSO products

Example: External Table Authentication with Siebel CRM Applications

User Security

2 execute Authentication Init Block Web Browser

Oracle BI

user

1 log in 3 authenticate username and password

Siebel CRM Application DB Table S_USER

Example: Single Sign-On with Siebel CRM Applications2 integrate via symbolic URL infrastructure

User Security

3 establish connection using NQHOST parameter Web Browser

Siebel CRM4 drill back to Siebel CRM via Action Links

Oracle BI

user

1 log in once

Example: Single Sign-On with Oracle E-Business Suite Applications3 2 store ICX session cookie in browser navigate to

User Security

5 establish connection with Oracle EBS

Web Browser

Oracle EBS6 drill back to Oracle EBS via Action Links

Oracle BI

user

1 log in once

4 validate session via the ICX cookie

Object SecurityWhat parts of the application can you see? Business Logic Object SecurityPresentation Layer Semantic Object Layer Physical Layer

Object Security

Controls access to Subject Areas, Tables and Columns

Web Object SecurityLimits access to Dashboards, Reports and Web Folders

Query Blocking Specified combinations of columns in queries can be blocked from running and the user is notified of the illegal query

Object Security for Siebel CRM, EBS and PeopleSoftAssociated with Web Catalog Group: Order Management Manager

Object Security

Dashboards:Order Management Order Fulfillment

is assigned

Responsibility/Role : Order Management Manager

is associated with

User:

OM Manager

Subject Areas:Associated with Security Group:Order Management Manager

Sales - Order Lines Sales - Orders, Backlog and Invoices

Example: Role Identification with PeopleSoft

Object Security

PeopleSoft

2

fetches roles from PSROLEUSER via session init block1

log in

Oracle BIuser3

show objects based on matching object security group

Data Security for EBSWhat data can you see? Multi-Org data access support with Oracle E-Business Suite applications: Operating Unit Inventory Organization Business Group Company Org Ledger/ Set of Books Position

Data Security

Data Security for EBSExample: Responsibility and Inventory Org relationship in Oracle E-Business Suite

Data Security

assigned to user

Responsibility

associated with

Inventory Organization

Data Security for EBSExample: Inventory Org Based Security in Oracle BI

Data Security

Oracle E-Business Suite2

retrieve Inventory Orgs based on FND_USER tables1

log in

Oracle BIuser show data based on security group filters3

Data Security for Siebel CRMWhat data can you see?

Data Security

Data Security support with Siebel CRM Applications: Position Owner Organization

Data Security for Siebel CRMExample: Position Based Data Security

Data Security

Reports to (any level)User:Sales Manager

Primary Position

Owned by can view

Data Object:Account Opportunity

Data Security for Siebel CRMExample: Position Based SecurityETLOracle Business Analytics Warehouse

Data Security

Siebel CRM

2

retrieve position hierarchy from the warehouse1

log in

Oracle BIuser show data based on security group filters3

BI Apps 7.9.x - Position Hierarchy Change to position hierarchy with BI Apps 7.9.x W_POSITION_DH table enhancements

Data Security

A flattened hierarchy resulting in lesser number of table rows Stores more attributes at each level Populated through ETL to provide better query performance

W_POSITION_DH used for position based security

Employee Hierarchy Data SecurityFlattened Hierarchy- ExampleA15 JSMITH (VP of Sales)CURRENT T O P L V L2 L V L1 BA SE T O P AS WAS L V L2 L V L1 BA SE CUR_ FLG

Data Security

ROW_ WID

B8West RM

C3 East RMN-E DM

A

A

A

A

A

A

A

A

Y

1

A

B

B

B

A

B

B

B

Y

2

M17West Rep1

D6

E9East Rep1

A

B

M

M

A

B

M

M

Y

3

A

C

C

C

A

C

C

C

Y

4

N21N-E Rep1

A

C

D

D

A

C

D

D

Y

5

A

C

E

E

A

C

E

E

Y

6

Q1/2006

A

C

D

N

A

C

D

N

Y

7

Position Based Data SecurityW_POSITION_D Columns EMP_FST_NAME EMP_LAST_NAME EMP_LOGIN POSITION_NAME DIVN_NAME PAR_INTEGRATION_ID CURRENT_FLG EFFECTIVE_FROM_DT EFFECTIVE_TO_DT

Data Security

Position Based Data SecurityW_POSITION_DH 10 Levels of Hierarchy (easily extended to more) Following set of attributes at every level: EMPLOYEE_ID EMP_FULL_NAME EMP_LOGIN POSITION_ID POSITION_NAME DIVN_NAME

Data Security

SCD Type 2 for Position, Employee and Division Additional set of columns for As-Is / As-Was analysis

BI Apps 7.9.x - Position Based Security

Data Security

Uses W_POSITION_DH and metadata elements in repository (session variable, security group, etc) to implement security Restricts data visibility to primary owner of a record in this case, a Position and those above the owner in the hierarchy (see figure) Leverages OBIEE 10g capabilities (IndexCol function) Advantages over 7.8.x security model: POSITION_DH is a much smaller, flatter table than W_PARTY_LOGIN, thus queries run faster Richer functionality more attributes Current and historical hierarchies stores AS IS/AS WAS analysis possible Future 7.9.x release will implement team based security using same model upgrades easier

Further reference: Oracle BI Apps 7.9.x Install & Config Guide http://download.oracle.com/docs/cd/E10783_01/doc/bi.79/e10742.pdf

BI Apps 7.9.x - Position Based Security

Data Security

1. User logs in 2. User is authenticated based on log in credentials supplied 3. Session Variable called HIER_LEVEL is populated with the users hierarchy level obtained from W_POSITION_DH. Out of Box, HIER_LEVEL can be between 0 and 9 (10 levels). E.g., CEO has HIER_LEVEL = 9 (highest) 4. User is assigned to BI Apps security group that has same name as users Siebel OLTP responsibility 5. User also assigned to BI Apps specific security group called Primary Employee/Position Hierarchy-based Security that intelligently applies filters based on users hierarchy level (HIER_LEVEL) to queries on the logical tables to fetch data

BI Apps 7.9.x - Position Based Security

Data Security

Uses W_POSITION_DH and metadata elements in repository (session variable, security group, etc) to implement security Restricts data visibility to primary owner of a record in this case, a Position and those above the owner in the hierarchy (see figure) Leverages OBIEE 10g capabilities (IndexCol function) Advantages over 7.8.x security model: POSITION_DH is a much smaller, flatter table than W_PARTY_LOGIN, thus queries run faster Richer functionality more attributes Current and historical hierarchies stores AS IS/AS WAS analysis possible Future 7.9.x release will implement team based security using same model upgrades easier

Further reference: Oracle BI Apps 7.9.x Install & Config Guide http://download.oracle.com/docs/cd/E10783_01/doc/bi.79/e10742.pdf

Data Security for Siebel CRMExample: Owner Based Security

Data Security

is assigned

Login:AFRANKS

User:

ERM Analytics Helpdesk Agent

(is stamped on Data Object) can view

Data Object:Service Request Response Activity

Data Security for Siebel CRMExample: Owner Based Security

Data Security

Siebel CRM

2

fetches Owner ID via session init block1

log in

Oracle BIuser show data based on security group filters3

Data Security for Siebel CRMExample: Organization Based Security

Data Security

is assigned

Organization:North America WEST

User:

Partner Executive Analytics User

(is stamped on Data Object) can view

Data Object:Customer Opportunity Contact

Data Security for Siebel CRMExample: Organization Based Security

Data Security

Siebel CRM

2

fetches Organization(s) via session init block1

log in

Oracle BIuser show data based on security group filters3

Data Security for PeopleSoftWhat data can you see? Data Security support with PeopleSoft Applications: Set ID Company Org Operating Unit HR Business Unit Payables Business Unit Receivables Business Unit Position Ledger/ Set of Books

Data Security

Data Security for PeopleSoftExample: Operating Unit Based Security

Data Security

PeopleSoft

2

fetches Operating Unit Organization (s) via session init block1

log in

Oracle BIuser show data based on security group filters3

Data Security for PeopleSoftExample: Company Based Security

Data Security

PeopleSoft

2

fetches Company (s) via session init block1

log in

Oracle BIuser show data based on security group filters3

Data Security for PeopleSoftExample: Payables Based Security

Data Security

PeopleSoft

2

fetches Payables Business Unit (s) via session init block1

log in

Oracle BIuser show data based on security group filters3

Data Security for PeopleSoftExample: Receivables Based Security

Data Security

PeopleSoft

2

fetches Receivables Business Unit (s) via session init block1

log in

Oracle BIuser show data based on security group filters3

Data Security for PeopleSoftExample: Set ID Based Security

Data Security

PeopleSoft

2

fetches Set ID (s) via session init block1

log in

Oracle BIuser show data based on security group filters3

Data Security for PeopleSoftExample: HR Business Unit Based Security

Data Security

Managed by

HR Organization

User:

HR Analyst

can view

Owned by

Data Object:HR Data

Organization Based Data SecurityRegular Employee Data Visibility We extract employee-manager relationships fromPS_JOB

Data Security

A regular employee can only see his data and his subordinates data

Organization Based Data SecurityHR Analyst Data Visibility An HR analyst can see all HR data for an Organization he or she is managing

Data Security

Organization Based Data SecurityHR Analyst Data Visibility Within his own Organization, an HR analyst can only see his subordinates HR data

Data Security

HR Manager Security GroupHR Org_based Security Group

3Data Security

Primary Employee/Position Hierarchy Security

More Information

More InformationTopic: Portal integration via JSR-168/WSRP Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html) Presentation Services Administration Guide - Chapter 11: Integrating Oracle BI Presentation Services into Corporate Environments Using HTTP

More InformationTopics: Oracle BI EE Security Based Authentication, LDAP Authentication, External Table Authentication, Database Authentication Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html) Deployment Guide, Chapter 7: Oracle Business Intelligence Authentication Mechanisms Server Administration Guide - Chapter 15: Security in Oracle BI

More InformationTopic: Single Sign-On (SSO) Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html) Deployment Guide Chapter 8: Implementing Single Sign-On Products With Oracle Business Intelligence Chapter 10: Integrating Oracle Internet Directory With Oracle Business Intelligence Chapter 11: Enabling Oracle Single Sign-On for Oracle Business Intelligence

More InformationTopics: Business Logic Object Security, Web Object Security, Query Blocking Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html) Server Administration Guide - Chapter 15: Security in Oracle BI Presentation Services Administration Guide - Chapter 3: Administering Oracle BI Answers - Blocking Requests in Answers

More InformationTopic: Flexfield Integration Guide: Oracle Business Intelligence Applications Online Documentation Library 7.9.5 (http://www.oracle.com/technology/documentation/bi_apps.html) Installation and Configuration Guide Chapter 5: Customizing the Oracle Business Analytics Warehouse Chapter 7.1.1.6: Configuring General Ledger Account Hierarchies Using General Ledger Accounting Flexfield value sets definitions Chapter 11.2.2.19: About Configuring Key Flexfields

More InformationTopic: Value Set Hierarchy Integration Guide: Oracle Business Intelligence Applications Online Documentation Library 7.9.5 (http://www.oracle.com/technology/documentation/bi_apps.html) Installation and Configuration Guide Chapter 9: Configuring Oracle Financial Analytics

More InformationTopic: Implementing Security for BI Apps Guide: Oracle Business Intelligence Applications Online Documentation Library 7.9.5 (http://www.oracle.com/technology/documentation/bi_apps.html) Installation and Configuration Guide Chapter 6: Integrated Security for Oracle Business Intelligence Applications

More InformationTopic: Action Link Demo Enabling Action Links in Oracle Business Intelligence Applications for Oracle E-Business Suite (Doc ID 555254.1) https://metalink3.oracle.com/od/faces/secure/km/DocumentDisplay.jspx?id=555254.1

Look under Sales Demos in BI Applications Portal: http://ias.us.oracle.com/portal/page?_pageid=33,1667991&_dad=portal&_schema=PORTAL