integrating oracle bi, bpm and bam 11g: the complete cycle of information

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Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information Edelweiss Kammermann Rittman Mead BI Forum Brighton May 2013

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This presentation shows the different ways to integrate Oracle BI with Oracle BPM and BAM

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Page 1: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Edelweiss Kammermann

Rittman Mead BI Forum – Brighton May 2013

Page 2: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

About Me • Computer engineer, BI and BPM specialist with over 17 years of

consulting and project management experience in Oracle technology.

• Oracle University Instructor of many courses, included OBI, BPM, Warehouse Builder and ODI.

• Co-founder and Vice President of Uruguayan Oracle User Group (UYOUG)

• Co-founder of AWEN Consulting.

• Email: [email protected]

• Twitter: @EdelweissK

Page 3: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Uruguay

Page 4: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 5: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 6: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

What is OBIEE? Oracle BIEE is a complete BI Platfom that provides a wide range

of capabilities like:

• Interactive Dashboards

• Ad hoc Analysis and Interactive Reporting

• Enterprise Reporting.

• Proactive detection and alerts

• Actionable Intelligence.

• Spatial Intelligence via Map-based Visualizations

• Scorecard and Strategy Management

• Mobile

Page 7: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

What is OBIEE?

Page 8: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

What is BPM? • Oracle Business Process Management is a complete set of

tools for creating, executing, and optimizing business processes.

Page 9: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

What is BAM? • Oracle BAM gives business executives the ability to monitor

their business services and processes in the enterprise, and to change business processes quickly or to take corrective action if the business environment changes.

Page 10: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 11: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BI

• A BPM process can be exposed as a Web Service so BI can call it from

• Analyses

• Dashboard

• Agents

• BPM provides views over its STAR Schema (Process Cubes) to monitor the process and evaluate the performance of completed and in-flight processes.

Page 12: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Expose BPM Process as a Web Service

1) Change the start activity for a Start Message Activity.

2) Change Implementation Property as “Define Interface” or choose one in the Business Catalog

3) Define input arguments

4) In the Advance Section, choose synchronous service

5) Map the incoming message to process data objects.

6) Do the same with the End Activity (End Message)

7) Save all and Deploy the project

8) In EM , click on the Service Endpoint and WSDL button and copy the WSDL url

Page 13: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Expose BPM Process as a Web Service

Page 14: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Expose BPM Process as a Web Service

Page 15: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Expose BPM Process as a Web Service

Page 16: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Expose BPM Process as a Web Service

Page 17: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Expose BPM Process as a Web Service

Page 18: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Calling a BPM Process from BI Analysis

Page 19: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Calling a BPM Process from BI Analysis

Page 20: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Calling a BPM Process from BI Analysis

Page 21: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Calling a BPM Process from BI Analysis

Page 22: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Calling a BPM Process from BI Dashboard

Page 23: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Calling a BPM Process from BI Agent

Page 24: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

• BPM provides views over its STAR Schema (Process Cubes) to monitor the process and evaluate the performance of completed and in-flight processes.

Page 25: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

Facts Views

Dimensions Views

Page 26: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

In BPM Studio, enable BPM process cubes for a Project.

Page 27: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

Options in BI:

1. Include this Star Schema as part of the OBI Metadata

2. Use it directly in BI Publisher

3. Load the information to another schema.

• Better for performance

• Data in the process star schema is not permanent.

Page 28: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

Page 29: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

Page 30: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

Page 31: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM Using Process Cubes

Page 32: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 33: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

BI offers different WebServices in order to be used for third-party Web services clients: • ExecuteAgent • ExecuteAnalysis • EvaluateCondition

Web Services for SOA provide WSIL documents to allow you to browse for and select agents, analyses, and conditions stored in the catalog.

WSIL URL: http://localhost:7001/biservices/inspection?wsil

Page 34: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

1) In EM, create a key entry called wsil.browsing in the oracle.bi.enterprise map folder. 2) Restart BI Services

Page 35: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

Options to call a Web Service in BPM:

• Send/ Receive Tasks

Page 36: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

Options to call a Web Service in BPM:

• Message Throw/Catch Tasks

Page 37: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

Options to call a Web Service in BPM:

• Service Task

Page 38: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

1) Create a service in the Business Catalog referencing the BI Service

Page 39: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

Page 40: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

2) Create a Service Task to call the BI Service

Page 41: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BPM From BPM

Uses:

1 – Need additional information from BI.

2 – Use BI to provide data at decision points. (routing)

3 – Call BI alert from the Business Process to alert for a specific case.

Page 42: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 43: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Configuration of BPM and BAM

Configurations needed for BPM and BAM to manage process analytics:

1) Configure BAM Adapter in Web Logic Console

2) Configure BPM Engine in EM

3) Enable BAM at Project Level

4) Change settings at Process and Activity Level (optional)

Page 44: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Configuration of BPM and BAM

1) Configure BAM Adapter in Web Logic Console

Page 45: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Configuration of BPM and BAM

1) Configure BAM Adapter in Web Logic Console

Page 46: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Configuration of BPM and BAM

1) Configure BAM Adapter in Web Logic Console

Page 47: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Configuration of BPM and BAM

2) Configure BPM Engine in EM

Page 48: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Configuration of BPM and BAM

3) Enable BAM at Project Level

Page 49: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Configuration of BPM and BAM

4) Change settings at Process and Activity Level (optional)

Page 50: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 51: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BAM From BI

Integrate OBIEE Dashboards with BAM All BAM dashboards and reports can be viewed directly as web pages without ActiveViewer: 1. In Active Studio select a report (in My Reports page or the

Shared Reports page) 2. In the Actions list, click Copy Shortcut 3. Copy the URL showed in the window dialog. 4. Include it in OBIEE Dashboards

Page 52: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BAM From BI

Integrate Publisher with BAM Using BAM Web Services, create data models in BI Publisher: 1) Create a new data model using data set based in web service. 2) Use the method GET only available in DataObjectOperationsByName web service.

Page 53: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 54: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE to have

access to the catalog

2) Create Data Objects for Tables in the catalog

Page 55: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE:

• Copy the bijdbc.jar to BAM home (or to a directory that is in the WEBLOGIC_CLASSPATH). Example: C:\middleware\Oracle_SOA1\bam

• Edit WLS_HOME/wlserver 10.3/common/bin/commEnv.cmd

• Add ${CLASSPATHSEP}/<BAM_HOME>/bijdbc.jar at the end of WEBLOGIC_CLASSPATH entry.

• Restart Weblogic and BAM Server

Page 56: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE:

Page 57: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE:

Driver: oracle.bi.jdbc.AnaJdbcDriver

Login: OBIEE Username

Password: OBIEE Password

Connection String/URL: jdbc:oraclebi://host_name:port_number/

For example: jdbc:oraclebi:// ek-bi11g :9703/

Page 58: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Integration between BI and BAM From BAM

2) Create Data Objects for Tables in the catalog

Page 59: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 60: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Other Integrations

BPM dashboards and Task Forms are ADF pages.

Options to integrate BI in ADF pages:

•Embedding BI Objects

•BI Composer

•BI Logical SQL View Object

Page 61: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Page 62: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Conclusions

The integration of BI, BPM and BAM:

• Allows users to work in the same framework .

• Provides more insight about the business, giving to users the access to all the information: historical and real time information and take actions based on it.

• Allows automation between these tools, so they can interact with each other without human participation.

Page 63: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Additional Information

• BI documentation: http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/documentation/bi-ee-087853.html

• BPM documentation:

• http://www.oracle.com/technetwork/middleware/bpm/documentation/index.html

• BAM documentation: http://www.oracle.com/technetwork/middleware/bam/documentation/index.html

Page 64: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Additional Information

Books:

• Oracle Business Intelligence 11g Developers Guide by Mark Rittman

• Oracle BAM 11gR1 by Pete Wang

• Getting Started with Oracle BPM 11g Suite by Heidi Buelow, Manoj Das, Manas Deb and Prasen Palvanka

• Oracle Business Process Management Suite 11g Handbook by Manoj Das, Manas Deb and Mark Wilkins

Page 65: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Q&A

Page 66: Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Thank you!

Email: [email protected]