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T : +44 (0) 8446 697 995 or  (888) 631 1410 (USA)  E : [email protected]  W: www.rittmanmead.com Mark Rittman, Technical Director, Rittman Mead OUG Ireland Conference 2012 Inside Oracle Data Integrator 11g Monday, 19 March 12
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Mark Rittman, Technical Director, Rittman MeadOUG Ireland Conference 2012

Inside Oracle Data Integrator 11g

Monday, 19 March 12

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Mark Rittman

• Mark Rittman, Co-Founder of Rittman Mead

• Oracle ACE Director, specialising in Oracle BI&DW

• 14 Years Experience with Oracle Technology

• Regular columnist for Oracle Magazine

• Author of forthcoming Oracle Press book on OBIEE 11g

• Writer for Rittman Mead Blog :http://www.rittmanmead.com/blog

• Email : [email protected]

• Twitter : @markrittman

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About Rittman Mead

• Oracle BI and DW platinum partner 

• World leading specialist partner for technical excellence, solutions delivery and innovation inOracle BI

• Approximately 50 consultants worldwide

• All expert in Oracle BI and DW

• Offices in US (Atlanta), Europe, Australia and India• Skills in broad range of supporting Oracle tools:

! OBIEE

! OBIA

! ODIEE

! Essbase, Oracle OLAP

! GoldenGate! Exadata

! Endeca

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Oracle Data Integrator 11g

• Data Integration tool within Oracle Fusion Middleware 11g

• Used for database, web service, file, XML etc integration

• Declarative design, separation ofbusiness and technical integration

• Uses ELT approach to leverage

target platform capabilities

• Licensed together with OWB asOracle Data Integrator EE

• Strategic tool within Oracle fordata integration

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Oracle Data Integrator Key Features

• Same philosophy as OWB and Oracle RDBMS – Use the Database as the ETL engine

! ODI supports heterogeneous databases, not just Oracle

• Built for SOA environments

! Support for Web Services, EII etc

• Supports batch, event-based and real-time integration

• Data Integrity Controls create a data “firewall”

! Reduces data prep time by notprocessing erroneous data

• Extensible through “Knowledge Modules”

! Change Data Capture

! Slowly Changing Dimensions

! Bulk load

• Java client applicationwith server elements

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ODI Studio Navigators

• Modules within a single IDE used for performing certain tasks

• Each module may be used by different category of ODI user (usage can be scoped)

Designer 

Model data sourcesDefine projects

Create interfacesRelease scenarios

Operator 

View runninginterfaces and

packagesOperate production

Topology

Create data sourcesDefine agents

Manage infrastructure

Security

Manage users andpriviledges

  Repository

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Designer Navigator 

• Used for designing ODI data, transformation and mapping objects

• Import (reverse) metadata on data objects from source systems

• Define variables, sequences, functions

• Interfaces and packages

• Use knowledge modules tomove data from source to target

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Topology Navigator 

• Defines the physical and logical architecture for the ODI system

• Connections through to databases, OLAP servers, applications, files etc

• Logical aliases for these connections

• Contexts (environments)

• Standalone and JEE agents

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Operator Navigator 

• Monitor the execution of interfaces, static controls and packages

• Import and run compiled packages

• Drill-into the actual code executed at each KM step

• View errors, warnings andexecution metrics

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Master and Work Repositories

• ODI systems connects to a single Master Repository, and one or more Work Repositories

! Master Repository contains topology, security and version management details for all of anorganization’s resources (generally only one per organization)

! Work Repository contains data models, projects, interfaces etc

- Can have more than one work repository;

subdivide by project, department etc! Work Repositories can either be

Development or Execution work repositories

- Development work repositories are full-function,and can be developed in

- Execution work repositories can only import

compiled ETL routines (scenarios) andexecute them

Security

Topology

Versioning

Master Repository

Models

Projects

Execution

Work Repository(Development)

Execution

Execution Repository(Production)

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ODI 11g Overall Logical Architecture, incl. Java EE Components

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ODI Heterogenous Connectivity

• Extract and load to many data sources

• Structured Data

! Oracle, SQL Server, IBM DB/2 etc

• Multi-dimensional Data

! Essbase, Oracle OLAP, MS AS

• Packaged Applications

Legacy! CICS, ISM, VSAM etc

• B2B

! EDIFACT, X12, RosettaNet

• Financial Management

! Hyperion, XBRL

• Broad range of protocols

! JCA, JDBC, ODBC, FTP, HTTP etc

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Business Rules and Technical Details

• ODI splits data mappings in to business rules, andtechnical implementation

• Business rules define what goes where,and using which transformation rules

• Technical implementation defines

how data is moved! Changed Data Capture

! SQL to SQL

! File to SQL

! Slowly Changing Dimension

• Allows you to split mapping role into

business analyst and technical specialist

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Extensible Knowledge Modules

•Provided “out of the box”, and are user extensible

•Written for specific source and target platforms

•User created example : Oracle 10g Data Pump

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ODI Within Oracle Fusion Middleware 11g

• ODI is the data integration technology within Oracle Fusion Middleware 11g

• Leverages key FMW technologies such as

! WebLogic Server 

! Oracle Platform Security Services(optional)

! Web Services and SOA

! Clustering and HA

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Oracle Data Integrator 11g New Features

• New Fusion IDE (Same as JDeveloper, SQL Developer)

• New Mapping Elements -

• J2EE Deployment Option (using WebLogic Server)

• Enterprise Scheduler (ESS) Integration

• Enterprise Manager Integration

• New ODI Console thin-client (replaces Metadata Navigator)

• Java SDK APIs for embedding in applications

• New SAP knowledge modules

• New Golden Gate knowledge modules

• New OBIEE knowledge module

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New Fusion User Interface - ODI Studio

• New JDeveloper-based UI, same as SQL Developer, OWB 11gR2

• Now called ODI Studio, replacesseparate Designer, Topology,Security etc tools

• Benefits from Fusion IDE

Framework features -multi-tabs, log viewer panel etc

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New Interface Elements

• Set operators for combining datasets (MINUS, INTERSECT etc)

• Temporary interface as derived table

• Complex file handling (multiple record f iles)

• Technology updates and editions

• Many more

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Load Plans

• Alternative to packages for sequencing and orchestrating interfaces and procedures (scenarios)

• Allows conditional logic for mapping exection

• Define resume / restart settings for steps or groups of steps

• Explicitely define parallel / serial execution

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Use of Repository Creation Utility

• ODI Repository can now be created using RCU, as well as direct through ODI

• No additional functionality, however aligns repository creation with rest of FMW11g

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Use of Oracle WebLogic Server 

• Agent can now be deployed within WebLogic Server domain

• Allows agent to take advantage of connection pooling, HA etc

• Deploy using a WebLogic Domain template

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Oracle Data Integrator Console

• Evolution of ODI Metadata Navigator 

• View metadata information, run compiled packages

• JEE thin-client application, runs in WebLogic Server 

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Oracle Fusion Middleware Control Integration

• Leverages Oracle Enterprise Manager Fusion Middleware Control

• View status of agenda

• View status of packages, interfaces

• Manage clustered agents

• View ODI metrics

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ETL Integration with OBIEE 11g

• Connect the metadata in ODI and Oracle Business Intelligence

• View metadata from OBIEE catalog object through to ODI source

• OBIEE metadata extracted and loaded into ODI work repositor y, then reported on usingOBIEE dashboards

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Oracle Data Integrator 11gDemonstration

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Some Typical ODI Development Tasks

• Creating an interface (mapping)

• Using some of the new 11g interface features - set operators, temporary table as sub-select

• Creating a package and use of scenarios

! And where load plans come in

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Interfaces within ODI

• Interfaces define the mappings between sources and targets

•Uses an E-L-T approach

!Extract from sources; Load onto target; and Transform

•Defined using the Designer navigator 

Sequenced using packages

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Business Rules and Technical Details

•ODI splits data interfaces in to business rules (mappings), andtechnical implementation (flows)

•Business rules define what goes where,and using which transformation rules

•Technical implementation defineshow data is moved

!Changed Data Capture

!SQL to SQL

! File to SQL

!Slowly Changing Dimension

 Allows you to split mapping role intobusiness analyst and technical specialist

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Interface Designer within ODI Studio

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Interface Designer within ODI Studio

Available Sources & Targets

• Drag and drop objects ontomapping canvas

• Access files, database tables, XMLfiles & other datastores

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Interface Designer within ODI Studio

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Interface Designer within ODI Studio

Sources Canvas

•Data sources for the interface

• Add joins, filters

• Additional data sets throughset operations (union, intersect..)

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Interface Designer within ODI Studio

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Interface Designer within ODI Studio

Target Datastore

• Datastore that will be loaded

by the interface• Columns can be transformed

• Can be defined as temporaryinterface (input to other interface)

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Interface Designer within ODI Studio

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Interface Designer within ODI Studio

Property Inspector 

• Define keys to be used

• Expressions for columns

• Other properties of the datastore

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Interface Designer within ODI Studio

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Components of an Interface

• An interface is made up of three elements

! The Mapping : the set of logical expressions mapping sources to target

! The Flow : the choice of KMs plus their run-time settings

!Controls (optional) : data-checking KMs that enforce data rules

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Components of an Interface

• An interface is made up of three elements

! The Mapping : the set of logical expressions mapping sources to target

! The Flow : the choice of KMs plus their run-time settings

!Controls (optional) : data-checking KMs that enforce data rules

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Components of an Interface

• An interface is made up of three elements

! The Mapping : the set of logical expressions mapping sources to target

! The Flow : the choice of KMs plus their run-time settings

!Controls (optional) : data-checking KMs that enforce data rules

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Creating an Interface Step 1 : Create & Name Interface

•Right-click on Interfaces section in Project panel, select New Interface

•Name the interface, provide description

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Creating an Interface Step 2 : Select Sources

•Drag and drop source datastores from Models panel onto sources area

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Creating Joins Between Multiple Source Datastores

•More than one datastore can be dropped onto the sources canvas

• Join datastores by dragging and dropping key columns between datastores

•Set join condition in the properties panel if join is non-equijoin

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Creating Filters

• Individual datastores can be filtered

•Drag and drop the column from the datastore onto the canvas

•Set filter condition in the properties inspector 

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Combining DataSets using Set Operations

•DataSets with same column definition can be combined using set operations

!Union, Union All, Intersect, Minus etc

•Press Add/Remove Dataset button, choose set operation

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Combining DataSets using Set Operations

•DataSets with same column definition can be combined using set operations

!Union, Union All, Intersect, Minus etc

•Press Add/Remove Dataset button, choose set operation

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Combining DataSets using Set Operations

•DataSets with same column definition can be combined using set operations

!Union, Union All, Intersect, Minus etc

•Press Add/Remove Dataset button, choose set operation

Monday, 19 March 12

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Creating an Interface Step 3 : Select Target Datastore

• Interfaces have one target datastore

•Drag and drop from the Models panel into the Target Datastore area

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Creating an Interface Step 4 : Define Mappings - Part I

•Columns from the source area can either be dragged and dropped directly onto thetarget datastore

•Or they can be created or transformed using SQL expressions

!SQL syntax is based on where the transformation is executed

!Source, staging or target

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Creating an Interface Step 4 : Define Mappings - Part II

•Execute on property specifies where the mapping expression will get substituted in thequery generated by KM task

!Source - substituted in query to load data from source datastores into C$ table forLKM and I$ table for IKM

!Staging - substituted in query to load data from C$ table into I$ table for LKM or

source datastores into I$ table for IKM! Target - substituted in query to load data into target datastore either from I$ table or

source datastores

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Temporary Datastores (“Yellow Interfaces”)

• Interfaces can become inputs into other interfaces

!Designated by yellow interface icon in Project panel

•Enter details in Temporary Target Properties panel to designate in this way

• Interface icon becomes yellow, can be dropped onto other interfaces as source

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Creating an Interface Step 5 : Define Flows (KMs)

•Second part of the interface, defines the technologies used for the mapping

•Mapping is broken down into execution units

•Select the appropriate KM for each unit

•Select options presented by the KM (truncate table, check controls etc)

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Creating an Interface Step 6 : Optionally, Use Check KM

•When enabled, runs all the checks defined by the constraints on the tables

•Moves error rows to E$ error tables

!Can be recycled later on if errors fixed

•Generally good practice to include CKM in interface if constraints defined

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Creating an Interface Step 7 : Execute and Test Interface

•Press Execute to run interface

•View progress and outcome using the Operator navigator 

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Defining an InterfaceDemonstration

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What are Modular Interfaces?

•Complex Integration Task - Requirement is broken down into set of regular andtemporary (yellow) interfaces

•Pipeline - Interfaces are linked together to generate complex code or execute in anorderly fashion

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What are Temporary Interfaces?

•Modular  - Interfaces designed to generate intermediate SQL, part of a complex queryor populate a temporary datastore

•Re-usable - can be used as a source in any regular or temporary interface

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Create Modular Interface Step 1 - Create a Temporary Interface

•Provide a Name and Description

•On the Overview tab, select the right logical schema from the drop down menu

• Logical schema forces ODI to generate code specific to target technology

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Create Modular Interface Step 2 - Set the Temporary Datastore

•Provide a temporary datastore name under Temporary Target Properties 

•Under Target Datastore, create target columns and specify mappings

• Interface icon becomes yellow on saving

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Create Modular Interface Step 3 - Set as a Source

•Drag and Drop temporary interface as a source

•Used like any other source to carry transformations building integration pipeline

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Create Modular Interface Step 4 - Sub-Select Property

•Enable Sub-Select Property

!Code generated from temporary interface acts as a derived table

! Temporary interface execution not required

•Disable Sub-Select Property

! Temporary interface execution required

! Temporary datastore used as a source

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Code Generation - Sub-Select Enabled

•Use simulation to generatecomplex SQL

•Simulation can be performed atany linked interface

•Verify the SQL

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Temporary Interfaces, Sub-Select Tables and Interface PipelinesDemonstration

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Sequencing Interfaces using Packages and Scenarios

•ODI package is an organized sequence of steps

•Each step performs a small integration task

•They make up a workflow for data integration / data warehousing loads

•Provides execution control like looping, branching , serial/parallel execution of steps, etc

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ODI Package Editor within ODI Studio

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ODI Package Editor within ODI Studio

Diagram Palette

• Organizes sequence of steps to be

executed• Provides visual look to the workflow

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ODI Package Editor within ODI Studio

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ODI Package Editor within ODI Studio

Properties Panel

• Each Step has different properties

• Sets value for properties of a step

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ODI Package Editor within ODI Studio

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ODI Package Editor within ODI Studio

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ODI Package Editor within ODI Studio

Toolbox

• Provides list of all the available ODItools

• ODI tools can be added as step withinthe package

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ODI Package Editor within ODI Studio

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Scenarios (Compiled Code) In ODI

• Interfaces and other project objects can be added to packages in their regular,uncompiled state

!Useful during development

•Or they can be compiled into Scenarios

! Fixes the code at a certain state

! Allows interfaces to be run in parallel!Required when promoting into production

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ODI Package - Controlling Execution

•Each step can have two possible next steps

!Next step upon success, transitioned using green “ok” line

!Next step upon failure, transitioned using red “ko” line

•Package stops If no next step is specified

•Every package should have a first step, indicated by green arrow icon

! First step is where the execution begins

!No first step, package does not compile

•Execution can branch

!On success or failure of a step

!Using evaluate variable as a step

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Creating a Package Step 1 : Create and Name Package

•Right-click on the Packages entry under the required project, select New Package

•Name the package and fill the Description

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Creating a Package Step 2 : Add Steps

•Switch to the Diagram tab, drag and drop the required ODI objects (scenarios,variables, etc) as steps from the project

•ODI tool as step

! To add click the ODI tool under Toolbox and then click under diagram palette

! To stop adding ODI tool, click the arrow icon on the toolbar

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Creating a Package Step 3 : Set Properties for Steps

•Select the step, under Properties panel set values for required properties

!Runtime substitution - ODI variables\substitution api’s

!Static substitution - Hardcode values

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Creating a Package Step 4 : Add Transitions

•Click the ok or ko transition icon on the toolbar and draw lines between steps

! ok (green line) to next step on success

! ko (red line) to next step on failure

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Creating a Package Step 5 : Save and Execute

•Save ODI Package once all steps are added

•Test execution to confirm functionality

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Compiling Interfaces into Scenarios, and Sequencing using a Package

Demonstration

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New in ODI 11.1.1.5+ : Load Plans

• Alternative to packages for sequencing interfaces and other steps

•Helps organize an optimal execution schedule for a batch

• Advanced sequencing capabilities

!Parallel or Serial

!Conditional branching

!Exception handling

•Complements Scenarios and Packages, does not replace them

•Can be created and edited in both Development and Execution work repositories

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Load Plans

•Built up of a hierarchy of steps

!Serial and Parallel run the steps within themeither sequentially, or in parallel

- Parallelize work to reduce net runtime

- for example, dimensions can often be

loaded independently, and thusparallelized.

- Serialise work where dependencies exist

- eg. all dimensions must be loaded beforethe facts can be

- eg. load base fact tables before

aggregates!Run Scenario executes a named Scenario

- Doesn’t have to exist yet, can just be aplaceholder 

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Conditional Branching

•Variables can be included in a Load Plan, and used for conditionalexecution of packages or steps

! Also where required by

•Case steps define a conditional branch in the Load Plan, based onthe evaluation of a variable

!When and Else steps define the condition on the variable!Flexible list of operators

!Only the first matching condition is executed

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Exception Handling

• If a load plan step fails, it can call an Execution Step

• It can either continue running, or raise the exception

• If the exception is raised, then the exception handler for the parent step is invoked

!Granular control of error handling, allowing groups of steps to fail whilst protecting theoverall batch

•Serial/Parallel tasks can be configured to raise an exception after  x  failures of childsteps, or a fixed timeout

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Exception Steps

•Exception steps can be defined and attached to one or many Load Plan Steps

•Exception steps can invoke serial/parallel steps, scenarios

•Conditional branching can be used within exception steps

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Running Load Plans

• Load Plans can be executed in several ways:

!On schedule, via the ODI scheduler 

!Command Line

!Web Service

!ODI Studio (i.e. manually)

• A Load Plan must run on a JEE agent or standalone agent! it cannot run on a Local Agent

•When a Load Plan runs, a Load Plan Instance is created

! This Load Plan Instance will have one or many Load Plan Runs associated with it

!Unlike restarting a session, which overwrites the previous one, a restarted Load Planwill create a new Load Plan Run within the Load Plan Instance

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Running Load Plans

•When a Load Plan is running, it can be monitored through Operator 

•The view is the same as when editing, i.e. the steps and flow are shown in context

•Session IDs are hyperlinked to the session detail

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Load Plans

Demonstration

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Summary, and More Information

•ODI is a fully-featured ETL and data integration tool, and available now on OTN

•New features in ODI 11g to support complex mappings, enterprise deployments

•More information can be found at http://www.rittmanmead.com

•Contact us at [email protected] or [email protected]

•Follow-us on Twitter (@rittmanmead) or Facebook (facebook.com/rittmanmead)

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Mark Rittman, Technical Director, Rittman MeadOUG Ireland Conference 2012

Inside Oracle Data Integrator 11g