✍ Kashif M
Trends

Sunday, 22 June 2014

OBIEE 11g Security





To configure security in OBIEE, use the following tools:

1. Oracle Weblogic Server Administration Console.

2. Oracle Fusion Middleware control.

3. Oracle BI Administration tool.

4. Oracle BI Presentation service.








Oracle Web logic Administration:

1. you use Oracle weblogic Administration console to manage the embedded directory server that is used to authenticate users and groups.

Oracle Fusion Middleware Control:

1. To create and manage application roles and application policies.

Oracle BI Administration tool

1. To configure privileges in metadata.



Administration page OBI Presentation Catalog:

1.To configure privileges in BI Server.

In OBIEE 11g, we have following security providers.

1.Authentication Provider:

a. The default authentication provider is the embedded LDAP server that is installed along with web logic server.

b. The name given for that is "DEFAULT AUTHENTICATOR". This is meant for authenticating users.

2. Policy Store Provider:

a. It provides user to security policy and determines what users can see, what users cannot see, what users can do and what cannot do.

3. Credential Store Provider:

b. It is responsible for storing and providing access to credentials required by OBI

c. Flexible security framework allows users easily linking to external security.

d. All enabled through Oracle platform security service(OPSS)

Installed Application Roles, Groups and Users:



BI System: Role:

1. It is used for inter application communication between the multiple OBI system components.

2. In OBIEE 10g we were having Administrator account for having communication between system components.

3. In OBIEE 11g, if we forget a password for the repository, there is no way to use the repository. i.e.., Lost password=Lost Repository

OPSS:

· Application Role:It is a defined job, role to which permissions are assigned. For example marketing manager, webcatalog Admin.



· Credential Store:Application policies are collection of permissions assigned to the roles.



· Identity Store:LDAP server, Database etc.., that stores users & groups.



· Policy Store:Files ,database etc.., that stores application roles & policies.



· Web logic server Embedded LDAP server: The built in LDAP server within web logic server(restricted use license)(Ex: Pega)



· Security Realms: It is a container for the mechanisms including users, groups, security roles, security policies and security providers that are used to protect web logic resources.





Note: While migrating security , all that we have to do is create users and groups in

the target LDAP server and migrate the application roles. Application roles will

map to the users and groups and security will be enforced as it is.







Hands On:

1.Creating Users and Groups:



· Login to Web logic Admin console

· From left side click on security realms

· From right hand side screen click my realm

· Click on users and Groups

· Click on New to create user.

· Provide name : User1

· Provide Password : Admin123

· Click on OK.

· Click on Groups

· Click on New

· Provide group name: group1

· Click on OK

· Click on Users tab

· Click on user1

· Click on Groups tab

· Select Group1 also select BI Authors

· Click on Save.



2. Creating Application Roles and Assigning Groups:




· Login to Enterprise Manager

· Expand Business Intelligence --> Select Core Application --> Right Click --> Security.

· Click on Create

· Provide the Role Name : Group1

· Provide D.Name : Group1

· Click on Add Group

· Select : Group 1

· Click on OK

· Click on OK

· Restart BI services.

· In Online mode from tool bar of the rpd click on Manage-->Identity--> You can see the User and new application role created in web logic console and Enterprise Manager.

· Now double click on User --> Role. You will be able to see permissions by using that we can implement all levels of security like OBIEE 10g.

i. Object Level Security (Table, Column )

ii. Row level security (Data level)

iii. Time period level security

Saturday, 21 June 2014

Create Data Model In OBIEE Publisher




· Select new from home page and select data model.

· From left hand side select data sets.

· From diagram tab, click on new data set select aql query.

· Provide name sales_data and select gcbc_sales as data source.

· Click on query builder.

· From left hand side you can select products, sales, times, stores_ragged.

· Now select following columns from corresponding tables. Products.Prod_Name, products.Prod_type_desc, Products.perishable_YN, Products.prod_cat_desc. times.month_desc, stores_ragged.store_name. stores_ragged.region_name.

sales.fcast_sal_amy, sales.fcast_rev_amt

sales.fcast_cost_amt.

· Join the columns as following: products.prod_id=sales.prod_id

products.prod_id=sales.store_id

stores_ragged.store_pk=sales.store_id

sales.month_yyyymm=times.month_yyyymm

· Select the conditions option and enter the following condition for STORENAME is not null.

· Tick the group by tick box for following columns:

Products.Prod_Name, products.Prod_type_desc, Products.perishable_YN, Products.prod_cat_desc. times.month_desc, stores_ragged.store_name. stores_ragged.region_name.

sales.fcast_sal_amt,

sales.fcast_rev_amt

sales.fcast_cost_amt

· Press on save.

· Click on OK

· In structure tab you can rename the columns from Business view.

· Go back to diagram from view actions --> Add element by express.



 

· Click on OK.

· Save it into my folders/BIPub as products data model.

Breif on BI Publisher




· Oracle BI Publisher can either be installed stand alone or as part of OBIEE --> Both install types use the RCU and Universal Installer. --> Both store BI Publisher scheduler tables in BI PLATFORM schema.

· Installing BIP as a part of OBIEE automatically configures security. Web catalog integration, passing of credentials.

· If BIP is initially installed stand alone, it can be configured for integration post install.

· BIP is also delivered embedded in EBS, PSFT, Discoverer 10g/ 11g and other applications.

Hands On:

· Note: Use only Firefox(V.3+)

· Log on to analytics --> Administration.

· Click on manage BI Publisher

· From data sources click on JDBC connection

· Click on Add data source.

·





BI Publisher 11g






· BI publisher is used for creating print quality, Report documents that are distributed to a set of users.

· Can combine relational, Xml, File, HTTP and web service data sources.(for OBIEE 10g BI Publisher desktop for templates)

· Sweet spot: Excellent feature.






Creating scorecards in obiee 11g



· Score cards arrange KPIs in to hierarchies, strategies etc..,

· Administrator defines objectives and initiatives and associates KPIs with them.

· Visualized through strategy trees, strategy maps, Cause - and - Effect maps.

· Analyzed through interactive points of view.

Scorecard Perspectives:

· Kaplan & Norton's balanced scorecard book suggested four perspectives:

1) Financial: The stake holders view, the financial performance of the organization.

2) Customer:How you treat your customers or other stake holders.

3) Internal Process: Efficiency of internal processes.

4) Learning and Growth: How do you sustain success over the longer time?





Strategy Tree:(Most commonly Used):

· A strategy tree is formed from one or more objectives. Each objective then consists of one or more child objectives or KPIs.

· KPIs are used to determine the overall score of an objective, which then contribute to score of any parent objectives and the overall strategy tree.



Cause Of Effect Maps:(Fish bone Diagrams):

· Cause and effect maps are used to communicate how objects can affect each other. In example : "100% customer satisfaction and Employee satisfaction have an effect on "Continued Revenue Growth" and "100% customer satisfaction and Employee satisfaction are caused by "Streamlined Operations".

Strategic Maps:

· A strategic map shows how the objectives that have been defined for a scorecard and the KPIs that measures their progress are aligned by perspectives.

· It also indicates cause and effect relationship between object and other objectives or KPIs with connecting lines.

Hands On:

· First we have to save the scorecard.

· From left hand side, strategy pane, click on create objective and name it a s improve overall performance.

· Click on save.

· Just now we have created high level objective below that we will create two sub objective.

· Click on create objective and name it as Improve Financials.

· Save it.

· Again by selecting the main objective create one more sub object and name it as Quality maintain.

· Save it.

· Select maintain Quality tab, select perspective as customer and save it.

· Select improve overall performance tab and select assessment formula as "Weighted". Provide 70 for financial and 3o for Maintain quality.

· Select improve financials tab, from the catalog drag and drop two KPIs amount to target and margin to target and select defaults.

· Save it.

· Go to maintain quality tab, bring staff satisfaction, customer satisfaction KPIs.

· On the left hand side strategy pane, click on strategy tree and you will be able to see the strategy tree with main, sub objectives and KPIs.

· Try to create new dashboard and bring the strategy tree on to the dashboard.

Enabling Navigation to a Web page in OBIEE 11g




From Oracle BI and passing contextual information from Oracle BI

· Build the following report: time hierarchy, Company, Revenue

· From revenue column click on column properties, select interaction tab, select primary interaction as "Action links" for value.

· Click on add action link(+), click on create new action select navigate to a web page.Enter the URL information as below. URL: http://www.google.co.in/serach?q=@{1}.

· Click on define parameters click on add parameters in the name leave it as 1, in prompt search, in value select value as column, select column as Company.

· Click on OK.

· Click on conditionally, add a filter on revenue operator as greater than value as 1000000, click on OK.

· Enter the link text as search in Google. Click on OK, Click on OK.

· Save the analysis, Click on results.

· Notice that only two records have revenue greater than 1000000, Click on revenue for "stock plus inc" and you can see an action link in double box search in Google, Click on that you will see following message:





· Click on execute, it directly goes to Google and searches on that particular value.

Practice with the following:

· When you are defining parameters explore options of fixed, hidden, optional by selecting that option and looking at output.





Create a web service Action:

· Invoking web service allow you to initiate target operations, functions, processes and work flows in external system.



· To create a new action, you perform the following steps: --> Create a new connection

--> Execute the new action.

Master detail linking in obiee 11g




1. This is an extension of drilldown, Navigation.

2. So as we drill down the master, the remaining views criteria will also change depending on master.

3. "Master - detail linking" is a new type of interaction capability, extending the existing OBIEE 10g interactivity features of drill down and navigation.

4. Master detail linking allows you to click on a "Master" view to dynamically update one or more "Detail" views within the same analysis or dashboard page.



Hands On:

1. Build an analysis with following columns: Orders hierarchy, brand, per name year, revenue

2. For per name year click on more options and select column properties. Go to interaction tab, from value section, select "Master Detail Event" for the drop down of primary interaction.

3. If specify channel enter the name "Per Name Year"(It is case sensitive),(what ever name you provide here, the same name has to be provided in detailed view).

4. Click on Results.

5. Click on "New View" -->Graph --> Bar--> Vertical.

6. For the graph click on edit view, set layout as follows:

7. Under sections add Per name Year and enable the display as slider check box, add Revenue under Measures and add Brand under Groupby section.

8. Click on Edit graph properties.

9. Select listen to master detail event and provide same name you provided in master view.

10. Click on OK,Click on done.

11. Click on "Show how results look on a dashboard".

12. From master view (Pivot table) click on Per Name Year column heading and notice automatically detail view also changing.

13. Select "2009"HY2" from pivot table and notice that the slider in detailed view adjusted automatically.

Prerequisites:

1. In all the views (Master,detailed) you need to have the same column which you are identifying as a master detail event.


GUID in OBIEE 11g






1. In OBIEE 11g, users are recognized by their Global unique Identifiers, not by their names.

2. GUIDs are identifiers that are completely unique for a given user.

3. Using GUIDs to identify users provides a higher level of security because it ensures that data and metadata is uniquely secured for a specific user, independent of username.

OBIEE 11g - Creating Analyses and Building Dashboards




1. Creating Reports

2. Filtering, sorting, saving, Analysis.

3. Create selection steps.

Inline Filter: A Filter used in a report but not saved is called Inline Filter.

Named Filter: Filter used in report which is saved is called named filter.



In OBIEE 11g, When we logon to the Analysis, below the catalog folder(tables) in the left side we have three types of columns. They are

1. Attribute Column:It is similar to a column in a table in a relational data source. It comes from dimensional table.

2. Hierarchical Column: Here all the types of hierarchies like Level based,

3. Value based, Ragged(Unbalanced), Skip level columns will be available.

4. Measure Column: It is number column that comes from the Fact tables.

Hands On:

1. Login to the presentation services.

2. In the home page we will see the common header which we can see across the analytics which ever screen we navigate.

3. Click on New -->select Analysis.

4. Select the Subject Area --> Sample_sales lite (pre requisite is upload sample_applite rpd in to the server) and mention test catalog.

Creating an Analysis:

1. From left hand side subject area add time.per name year, Products. Brand, Base Facts .Revenue.

2. Click on results, by default data will be diaplayed in compound layout view.

3. If we are using hierarchical columns in the report, then by default data will be displayed in Pivot table view.

4. To display image in the title view select the image name and provide that in the following path: fmap:images/<Image name>.file extension. for example fmap:images/report_automotive1.jpg

5. Path for the images in OBIEE 11g is as follows:






Note: If we add a new column from results view to existing view (table)

automatically that column will be added and data will be displayed

where as once report new column is run and then if you go to criteria

and add new column, then by default that column will be added to

excluded section.

Table View:

Here we have new option.

Section steps:

1. Here it is mainly used to display the result for selected items.

2. By using selection members you can limit the number of records like a filter, but we will not create filter in criteria.

Graph:

1. Add pername year, brand,revenue and click on results.

2. Select graph view(from New view) -->select Bar --> Default Vertical

3. Click editview of graph.

4. In the layout area, to display legend brand to measure labels (Var colour by)

5. If we would like to have 200M in, 200M Out option on the chart then click on Edit Graph properties.

6. From general tab -->Enable for horizontal axis, Enable for vertical axis.

Scale Markers:

Move on to the scale tab, Click on Edit scale marker --> click on add a new scale marker --> Provide caption --> Type is Line, width 5px--> position Revenue and Click on OK.

Displaying slider:

1. Drag pername year into sections.

2. Select display as slider.

3. Check in result we will find slider.

Pivot Table:

1. These are used for trend analysis.

2. It provides the ability to rotate rows, columns, section headings to obtain different perspectives of same data.

3. They are interactive in that they are drillable, expandable, navigatable, providing, the perfect vehicle for trending analysis.

Hands On:

1. Add following columns to criteria. Orders hierarchy, per name year, Revenue

2. Click on results by default data will be displayed in pivot table view.

3. Click on edit view for pivot table.

4. From the layout section arrange the rows, Columns, Measures, Sections in the following way. Under Sections add Per name year, under column section add Brand, under Orders section add order hierarchy, and under measures section add Revenue column.

5. From layout section click on more options for revenue column and select duplicate layer.

6. Select more options for duplicated column select format headings and name it as % revenue.

7. Click on OK.

8. From % revenue column, click on more options, select show data as --> percent of --> Column parent/Row Parent.

9. Click on Done.

GUID (Global Unique Identifiers):

1. In OBIEE 11g, users are recognized by their Global unique Identifiers, not by their names.

2. GUIDs are identifiers that are completely unique for a given user.

3. Using GUIDs to identify users provides a higher level of security because it ensures that data and metadata is uniquely secured for a specific user, independent of username.



Master - Detail Linking:

1. This is an extension of drilldown, Navigation.

2. So as we drill down the master, the remaining views criteria will also change depending on master.

3. "Master - detail linking" is a new type of interaction capability, extending the existing OBIEE 10g interactivity features of drill down and navigation.

4. Master detail linking allows you to click on a "Master" view to dynamically update one or more "Detail" views within the same analysis or dashboard page.



Hands On:

1. Build an analysis with following columns: Orders hierarchy, brand, per name year, revenue

2. For per name year click on more options and select column properties. Go to interaction tab, from value section, select "Master Detail Event" for the drop down of primary interaction.

3. If specify channel enter the name "Per Name Year"(It is case sensitive),(what ever name you provide here, the same name has to be provided in detailed view).

4. Click on Results.

5. Click on "New View" -->Graph --> Bar--> Vertical.

6. For the graph click on edit view, set layout as follows:

7. Under sections add Per name Year and enable the display as slider check box, add Revenue under Measures and add Brand under Groupby section.

8. Click on Edit graph properties.

9. Select listen to master detail event and provide same name you provided in master view.

10. Click on OK,Click on done.

11. Click on "Show how results look on a dashboard".

12. From master view (Pivot table) click on Per Name Year column heading and notice automatically detail view also changing.

13. Select "2009"HY2" from pivot table and notice that the slider in detailed view adjusted automatically.

Prerequisites:

1. In all the views (Master,detailed) you need to have the same column which you are identifying as a master detail event.





Hierarchical Columns:

1) Hierarchical columns in a major enhancement, extending the previous OBIEE 10g functionality that supported what we now refer to as "Attributes Columns".

2) Hierarchical columns can be identified by a "+" symbol next to dimension value.

A symmetrical Drilling:

1) One of the big difference with "Hierarchical columns compared to attribute columns is that when you "Drill" you still see the other non expanded parts of tree structure.

Note: Because of the above nature when you take hierarchy in criteria by default we get the result in pivot table view.

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