Issue when using Report prompts within OTBI Answers and OTBI Fusion

A strange Issue exists with OTBI in terms of Report prompts. If a User adds a prompt directly within the Report, the prompts appear correctly within BI Answers. However, if the same Report is opened from within Oracle Cloud, the prompts are not shown to the User.

Prompts added to Report:

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Prompts appearing in BI Answers of OTBI when running (opening) the Report:

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However, when opening the same Report from Fusion (OTBI embedded) the Report executes without showing the prompts, even though the prompt has been specified as “required”:

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When clicking on the “Edit” button of the Fusion Catalogue Browser, the following warning message is being displayed:

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The standard provides prompted Analysis usually of Type “Dashboard”, hence this Issue is not applying for standard content. E.g. the Analysis on Department details also provides filters as Dashboard prompts:

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Translation of multi-lingual attributes within Oracle Fusion Cloud and OTBI

Oracle Fusion Cloud allows to enable text fields as multi lingual enabled attributes. As part of the batch upload process e.g. from Fusion Product Hub, these enabled attributes can be specified within different languages:

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Within Oracle Fusion Cloud, these attributes are displayed in  the respective Language of the logged in User. These is also true for OTBI. E.g. for US the respective item description is displayed in US:

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If a user logges into OTBI with RUS language, the item description is automatically displayed with RUS description:

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How to create a direct database query with OTBI?

Within Oracle Fusion OTBI go to New > Analysis and click on Create Direct Database Query:

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Within the Editor the connection Pool information needs to be entered:

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The following connection pools can be entered:

  • HCM – “HCM_OLTP”.”Connection Pool”
  • CRM – “CRM_OLTP”.”Connection Pool”
  • FIN and PROC – “FSCM_OLTP”.”Connection Pool”

After that, a query may be entered for direct database execution on the Oracle Fusion Cloud (bundled) Database (identified by the Connection pool supplied before):

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For a listing of all Physical Tables please refer to (only available for HCM): https://cloudcustomerconnect.oracle.com/posts/ac54c31fcf 

This contains a Excel mapping with the Physical OTBI Tables:

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For a full support note please refer to: How To Create A Report with Direct Database Query in OTBI/OBIEE Analysis, Who Can Access Direct Database Query (Doc ID 2141412.1)

For a similar approach using BI Publisher please check:  Creating a BI Publisher Report using SQL Query in Oracle Fusion HCM Cloud

To check the general TechNote for OTBI and Fusion HCM, please refer to: Oracle Fusion HCM: Resources for Oracle Transactional Business Intelligence (Doc ID 2023155.1)

BI Publisher and BICS?

Within the on-Premise World BI Publisher (BIP) was bundled with Oracle BI EE (OBIEE). However, the respective Oracle BI Cloud Service (BICS) does not come with a bundled Version of BI Publisher as Cloud Service.

A user may only choose one of the following options to create new items:

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However, Oracle Transactional Business Intelligence (OTBI) does come with a bundled Version of BI Publisher. Once the User logs into OTBI, the following options are available to create new Analytical items:

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For further reference check Oracle Support note: Is BI Publisher (BIP) Available as part of BICS (Doc ID 2104841.1)

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Link to information about business questions and answers for Oracle Transactional Business Intelligence (OTBI) Embedded Analytics Cloud, HCM Subject areas:  http://www.oracle.com/technetwork/documentation/otbi-hcm-2225528.html

And for OTBI-E subject areas. The advantage of this is, that it is indeed very similar to Oracle BI Applications (OBIA) and can easily be applied for the same:

http://www.oracle.com/technetwork/documentation/otbi-e-2247768.htm

Oracle Data Cloud: What Oracle knows about you..

As described in a previous article, many website connect and forward visitor information to other Parties in order to Analyse and Understand the Website visiting pattern. The best and probably well-known example is Facebook. Even when visiting another website, Facebook is often called in the backend by the web site e.g. by a hidden hyperlink or hidden pixel (which needs to be downloaded from Facebook) and by this Facebook receives the information that the respective website has been visited. Using this information, it is possible to create a certain profile of the Visitor in terms of interest and other attributes, which can be used for Target Marketing campaigns. While Facebook is well-known, Oracle also has a large presence within the Marketing World and acquired the data (profile) provider Bluekai, which is now called Oracle Data Cloud. This information can also be integrated with the Oracle Marketing Cloud (formally Eloqua) for the creation of Marketing Segments and Campaign execution.

Every User can also check the information kept about himself by visiting: http://www.bluekai.com/registry-de/ 

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Oracle Business Process models are back for Fusion Cloud

For the earlier releases of Siebel CRM the Official Bookshelf (pdf version here) also contained a documentation of Business Processes to describe the activity flow within the Application from a starting point to a end point like the example below:

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However, these have been discontinued from Version 7.5 for forth following releases. While some parts of the Oracle Organizations certainly maintained these afterwards as Assets, these were not general available as part of the official documentation anymore. For the new Fusion Application Software, which combines all previous separated products from PeopleSoft, e-Business Suite and Siebel into a single Application, the Business Process models are back. While they are not published on alongside the Official Documentation they are accessible via the Oracle Support Portal at the following site: Oracle Fusion Business Process Models: Homepage (Doc ID 1542019.1).

The above site lists the following Level 1 Business process area e.g. Marketing. Level 2 of the Business Process then describes the step in the process e.g. Develop Campaign and afterwards Execute Campaign. The Level 3 then contains a detailed activity flow in MS Visio e.g. Launch Campaign and Manage responses.

Business Process Area

01 Enterprise Planning and Performance Management

02 Marketing

03 Sales

04 Order Fulfillment

07 Supply Chain Planning

09 Product Management

10 Production

11 Procurement

12 Materials Management and Logistics

14 Project Management

15 Financial Control and Reporting

16 Cash and Treasury Management

17 Asset Lifecycle Management

19 Enterprise Information Management

21 Workforce Deployment

22 Workforce Development

23 Compensation Management

BICS development life-cycle

Within an on-premise scenario, the OBIEE development life-cycle was quite simple:

  1. connect to a data warehouse and import the warehouse tables (metadata import to physical layer)
  2. build OBIEE metadata model (RPD)
  3. upload the RPD into Weblogic using the Deployment screen

Within a cloud scenario the BICS development life-cycle is quite the same, but requires some additional steps and some decisions on the development model: either using web-based BICS developer or upload of full RPD file developed using OBIEE Admin Tool.

While it’s possible to develop the complete metadata model within the cloud using the BICS web-based Modeller, like below:

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the capabilities of this web-based Modeller are more limited. Due to this there is no option to edit or change the uploaded RPD file within the web-based BICS modeller afterwards. The process to upload a locally developed (OBIEE) metadata model (.rpd file) to the BICS Cloud is called “lift&shift”.

The required setup for this OBIEE to BICS development life-cycle using lift & shift is described in below diagram:

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For the BICS development life-cycle setup the data of the Fusion Cloud e.g. HCM or ERP is assumed to be already present within a Oracle Database Cloud (DBaaS/DBCS). For this setup all components (formally probably referred to as “server” components) are provisioned on the Oracle Public Cloud behind a firewall and only the IT Development Tools (IDE) are installed on a developer machine like a desktop or laptop.

The following integrations need to be setup:

Integration point Integration point Description documentation/links
BICS DBaaS Connect the BI Cloud (BICS) to the Database Cloud (DBaaS) to analyse the stored data e.g. extracted Fusion HCM data How Does Oracle BI Cloud Service Integrate with Oracle Database Cloud Service?

Managing Database Connections

(local) SQL Developer DBaaS Connect the local SQL Developer e.g. installed on a Computer or Laptop to the Database Cloud (DBaaS) Accessing a Database Cloud Service instance using Oracle SQL Developer

Connecting to a Database Cloud Service (DBaaS) Instance Through an SSH Tunnel

(local) BI Admin Tool  (RPD file) BICS upload the local developed .rpd file (using the OBIEE Admin Tool) into the BI Cloud (BICS) Uploading Data Models from Oracle BI Enterprise Edition

“Lift and Shift” On-Premise RPD to BI Cloud Service (BICS)

How to Upload OBIEE RPD to Oracle BICS

BICS Lift and Shift of BIAPPS Content

To create Backup as part of the development life-cycle refer to the following article:

BIAPPS on PAAS – Backup and Restore – Introduction

To connect between DBaaS and the Fusion Application Cloud (SaaS):

BIAPPS on PAAS – Source Connectivity

The above scenario uses the Oracle Database Cloud for storing the data. If the Data is not stored in the Oracle Database Cloud, but the Oracle Schema Cloud Service which is bundled for-free with BICS then the data must be loaded into BICS using the BICS Data Sync tool:

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Within the all above scenario the (“server”) components are provisioned on the Oracle Public Cloud. For a scenario where some components like the Database still reside on-premise the following tool needs to be installed on the server hosting the Oracle Database:

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as described in this article from Oracle.

provide access to OTBI and BI Administration Role

Fusion Application Cloud users can access the Reporting and Analytics (OTBI) module via the Fusion Sitemap listed under “Tools”:

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This opens the embedded Analytics Catalog which contains all items for each domain such as Human Capital Management:

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To grant access to Reporting and Analytics, the Cloud Admin User or another User having received the “IT Security Manager” Role can provide access to OTBI:

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In this example a new Employee called “OTBIUser” should receive access to OTBI. The User should receive the following Roles by the Cloud Administrator:

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To grant the User “OTBIUser” access requires to follow the TechNote from Cloud R12 and onwards as the standard BI Roles (such as BI Author or BI Consumer) can’t be assigned to Users directly any more. Instead, it is required to create a custom Role based on the standard (OOTB) Role and assign those custom role to the User to act e.g. as BI Administrator.

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After the User has received the role, an Administrator must run the “Retrieve Latest LDAP Changes” ESS Job to reflect these changes. This process may actually take up to 8 hrs. for the changes to take effect.