Migrating to OBI EE? A Simplified Strategy for Oracle E- Business Suite & Discoverer Users

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1 Migrating to OBI EE? A Simplified Strategy for Oracle E- Business Suite & Discoverer Users Daryl Orts, VP Engineering Technologies Daryl.Orts@noetix.com

2 Agenda Introduction Overview of Oracle BI Suite EE Plus Integrating OBI EE with Oracle EBS Product Demonstration Migrating from Oracle Discoverer to OBI EE Summary Q & A

3 About Noetix Oracle BI solution experts since 1994 Offices in North America, Europe and South Asia Certified with all leading BI Platforms 2007 Product Awards: KMWorld, eweek, DMReview customers globally PARTNERSHIPS

4 Oracle Certified Advantage Partner Generator for OBI EE Release 12 and Fusion Plans Noetix/Oracle BI Suite EE Migration Services Noetix / Oracle PeopleSoft Agreement Noetix integration Oracle on Demand Co-developed EUL Generator for Discoverer Launch of NoetixViews for Oracle E-Business Suite 1994 Reporting Requirements Change Over Time Relationship Over 14 Years

5 Components of Oracle BI Suite EE Plus

6 Oracle Oracle BI BI Interactive Interactive Dashboard Dashboard Rich, Rich, interactive interactive pure pure Web Web dashboards dashboards that that display display personalized personalized information information to to help help guide guide users users in in effective effective decision decision making making Oracle Oracle BI BI Answers Answers A A powerful powerful ad-hoc ad-hoc query query and and analysis analysis tool tool that that works works against against a a logical logical view view of of information information from from multiple multiple data data sources sources in in a a pure pure Web Web environment environment Oracle Oracle BI BI Publisher Publisher A A highly highly scalable scalable reporting reporting engine engine capable capable of of generating generating reports reports from from multiple multiple data data sources sources in in multiple multiple formats formats via via multiple multiple delivery delivery channels channels Oracle Oracle BI BI Server Server A A highly highly scalable, scalable, highly highly efficient efficient query query and and analysis analysis server server that that integrates integrates data data via via sophisticated sophisticated query query federation federation capabilities capabilities from from multiple multiple relational, relational, unstructured, unstructured, OLAP, OLAP, and and pre-packaged pre-packaged application application sources sources Oracle Corporation NOT NOT INCLUDED INCLUDED OBI OBI EE EE Plus Plus does does NOT NOT include include Oracle s Oracle s BI BI Applications. Applications. Those Those are are separate separate products, products, with with separate separate pricing pricing and and additional additional implementation implementation costs. costs.

7 Meeting Reporting Needs with Oracle Oracle BI Suite EE Plus Oracle Discoverer Operational Tactical Strategic Present day What is happening now? Live transactional reporting History and short to medium term Ad hoc reporting, Why? Management & statutory reporting Long term What will happen? KPIs, Long term plans Scorecards,Dashboards OLTP RDBMS Data Warehouse, Data Mart

8 Oracle BI Suite EE Plus and Noetix Operational and Tactical reporting Direct Access to Source Data Tactical and Strategic reporting Dashboards Answers BI Publisher OBIEE Direct access to source data Data Warehouse ETL NoetixViews for Oracle Oracle EBS Oracle Siebel SAP EDW People Soft Other Federated Data Sources KEY POINT: You don t have to wait until you build a data warehouse to get reporting value from OBI EE

9 Using NoetixViews with OBI EE

10 How Noetix views work Oracle database tables Noetix view of the database Ad hoc query Report Extraction HZ_CUSTOMERS Order Lines Orders PA_PROJECTS_ALL OE_ORDER_HEADERS_ALL OE_ORDER_LINES_ALL ATO Flag Booked Date Customer Customer No. Item Item Desc. Line Status Order No. Customer Customer No. Booked Date PA_TASKS MTL_SYSTEM_ITEMS Open Quant. Order No. Order Quant. Order Quant. Open Quant. MTL_SYSTEM_ITEMS_TL Project Quantity Selling Org. Organization

11 How reports are protected during upgrades Oracle changes the database... Noetix remaps the view Report doesn t break HZ_PARTIES HZ_CUST_ACCOUNTS Order Lines Orders PA_PROJECTS_ALL OE_ORDER_HEADERS_ALL OE_ORDER_LINES_ALL ATO Flag Booked Date Customer Customer No. Item Item Desc. Line Status Order No. Customer Customer No. Booked Date PA_TASKS MTL_SYSTEM_ITEMS Open Quant. Order No. Order Quant. Order Quant. Open Quant. MTL_SYSTEM_ITEMS_TL Project Quantity Selling Org. Organization

12 NoetixViews translates Oracle flexfields Key Flexfield Base Table Column Names Key Flexfield View Column Names SEGMENT1 Company SEGMENT2 Division SEGMENT3 Cost Center Descriptive Flexfield Base Table Column Names Descriptive Flexfield View Column Names ATTRIBUTE1 WWW Site ATTRIBUTE2 Preferred Vendor ATTRIBUTE3 Approved Until

13 NoetixViews Help File Noetix Noetix groups groups views views by by functional functional area area into into roles. roles. A set set of of roles roles are are created created for for each each business business group, group, set set of of books books and and operating operating unit unit for for each each module module where where applicable. applicable. The The first first characters characters in in a a role role name, name, or or role role prefix, prefix, is is defined defined by by the the customer customer at at install install time. time.

14 NoetixViews Functional Coverage Financials Discrete Manufacturing Enterprise Asset Management General Ledger Bill of Materials Enterprise Asset Management Payables Work in Process Receivables Inventory Service Assets Master Scheduling/MRP TeleService Financials Interface Tables Cost Management Install Base Depot Repair Procurement Process Manufacturing Field Service Purchasing Product Development Product Planning Projects Order Management Product Execution Project Costing Order Management OPM Financials Project Billing OPM Inventory Human Resources Grants Human Resources Project Manufacturing Grants Proposal Advanced Benefits Project Manufacturing Grants Accounting Payroll - US Legislation Payroll - Canadian Legislation Advanced Supply Chain Planning EBS Administration Payroll - Australian Legislation Advanced Supply Chain Planning Application Object Library Payroll - UK Legislation

15 Noetix Generator for Oracle Discoverer Oracle E-Business Suite Generate business areas NoetixViews Oracle Discoverer EUL Generate folders Populate folders

16 Noetix Generator for OBI EE Oracle E-Business Suite NoetixViews UDML RPD (Repository Model) Generate object definitions Export UDML Convert UDML to RPD Oracle BI Server

17 Product Demonstration

18 Migrating from Oracle Discoverer to Oracle BI EE

19 Convert Discoverer Model to OBI EE Discoverer Server Discoverer Workbooks Discoverer EUL Oracle Oracle plans plans to to deliver deliver an an EUL EUL conversion conversion utility utility Convert EUL to Converter Repository for Model OBI for EE OBI EE Oracle Business Intelligence Enterprise Edition Oracle Presentation Services Answers Oracle BI Presentation Catalog Oracle BI Server Oracle E-Business E Suite Oracle BI Repository Enterprise Semantic Model Presentation Layer Semantic Object Layer Physical Layer Oracle EBS Tables

20 Convert Discoverer Workbooks to OBIEE Answers Noetix offers tools and Discoverer Server Noetix offers tools and services services to to perform perform this this conversion. conversion. Oracle Business Intelligence Enterprise Edition Discoverer Workbooks Workbook Conversion Oracle Presentation Services Answers Oracle BI Presentation Catalog Discoverer EUL Oracle BI Server Oracle E-Business E Suite Oracle BI Repository Enterprise Semantic Model Presentation Layer Semantic Object Layer Physical Layer NoetixViews Oracle EBS Tables

21 Summary OBI EE provides a powerful BI platform You don t need a data warehouse to use it You can gain immediate benefit by connecting to transaction systems Get results before creating a data warehouse Noetix enables that faster time to value Noetix can migrate your Discoverer reporting environment to OBI EE

22 Questions?

23 THANK YOU for attending Daryl Orts, VP Engineering Technologies

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