Oracle E-Business Intelligence Performance Management Framework and Performance Management Viewer

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1 Oracle E-Business Performance Management Framework and Performance Management Viewer User Guide Release 11i.6 September 2001 Part No. A

2 Oracle E-Business Performance Management Framework and Performance Management Viewer User Guide, Release 11i.6 Part No. A Copyright 2001 Oracle Corporation. All rights reserved. Primary Author: Sandrine Skinner, Kevin Wrathall Contributors: David Keith, Christine Monk, Pramrod Sonawane The Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent and other intellectual and industrial property laws. Reverse engineering, disassembly or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Oracle Corporation does not warrant that this document is error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Oracle Corporation. If the Programs are delivered to the U.S. Government or anyone licensing or using the programs on behalf of the U.S. Government, the following notice is applicable: Restricted Rights Notice: Programs delivered subject to the DOD FAR Supplement are "commercial computer software" and use, duplication, and disclosure of the Programs, including documentation, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement. Otherwise, Programs delivered subject to the Federal Acquisition Regulations are "restricted computer software" and use, duplication, and disclosure of the Programs shall be subject to the restrictions in FAR , Commercial Computer Software - Restricted Rights (June, 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy, and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and Oracle Corporation disclaims liability for any damages caused by such use of the Programs. Oracle is a registered trademark, and ConText, Financial Analyzer, Oracle8, Oracle8i, Oracle Alert, Oracle Applications, Oracle Discoverer, Oracle Financial, Object Library, Oracle Work in Process, Oracle Workflow, SmartClient, PL/SQL, SQL*Calc, SQL*Forms, SQL*Loader, SQL*Menu, SQL*Net, SQL*Plus, SQL*Report, SQL*Report Writer, Oracle Web Applications, and Oracle Self Service Web Applications are trademarks or registered trademarks of Oracle Corporation. Other names may be trademarks of their respective owners.

3 Contents Send Us Your Comments... vii Preface... ix How to Use This Manual... xi Related Documents... xi Getting Help... xiii Conventions... xiv Do Not Use Database Tools to Modify Oracle Applications or Enterprise Data Warehouse Data... xv About Oracle... xvi Your Feedback... xvi 1 Introduction Overview of E-Business E-Business Architecture Overview of Performance Management Framework Alerting Technology Data Sources Performance Management Framework Components Overview of Performance Management Viewer Benefits of Using the PM Viewer iii

4 2 Implementing PM Framework and PM Viewer Overview of Implementing PM Framework and PM Viewer Setting Up PM Viewer Setting up PM Viewer User Profiles Setting Up Profile Options Setting Up Users Defining Additional Dimension Level Combinations Defining Target Security Scheduling Alerts Setting Target Information Security in PM Framework Personal Homepage Security Performance Manager List Portlet Performance Management Framework Security Measure Definition Target Information Notifications Security Security in PM Viewer Personal Homepage Security Performance Management Viewer Portlet (Graph or Table Format) Reports Security Performance Management Viewer Report Using PM Framework and PM Viewer Overview of Defining Performance Measures Creating New Performance Measures Creating Target Function Fields for New Performance Measures (Optional) Creating Corrective Action Workflows for New Performance Measures (Optional) Defining New Performance Measures Registering the Performance Measure in the Application Developer Common Module iv

5 Setting Up Performance Measures Adding and Modifying Dimension Level Combinations Setting Dimension Level Security for Performance Measures Viewing and Modifying Targets for Performance Measures Scheduling Alerts Requesting Alerts Setting Up the Personal Homepage Measure Content Using the Performance Management Viewer Accessing, Running and Viewing PM Viewer Reports Using the Parameters Page Parameters Navigation Flow Parameters Definitions Summary of the Parameter Buttons The Report Layout Graph Section Table Section Related Information Section Generic Section Accessing, Customizing and Viewing PM Viewer Portlets Configuring the Personal Homepage/Portal Customizing the PM Viewer Portlet Viewing the PM Viewer Portlet: v

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7 Send Us Your Comments Oracle E-Business Performance Management Framework and Performance Management Viewer User Guide Release 11i.6 Part No. A Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this publication. Your input is an important part of the information used for revision. Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most about this manual? If you find any errors or have any other suggestions for improvement, please indicate the chapter, section, and page number (if available). You can send comments to us in the following ways: FAX: Attn: Oracle BIS Documentation Group Postal service: Oracle BIS Documentation Group Oracle Corporation 500 Oracle Parkway Redwood Shores, CA U.S.A. If you would like a reply, please give your name, address, telephone number, and (optionally) electronic mail address. If you have problems with the software, please contact your local Oracle Support Services. vii

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9 Preface Welcome to Release 11i.6 of the Oracle E-Business Performance Management Framework and Performance Management Viewer User Guide. This guide describes how to implement and use the Oracle E-Business Performance Management Framework and Performance Management Viewer. Database Administrator The Database Administrator installs and configures the Oracle database and maintains database access controls. This person provides consultation on performance and is responsible for monitoring the growth and fragmentation of the production database, and for ensuring database backup and recovery. System Administrator The System Administrator is responsible for administering the development system. This person s responsibilities include: Ensuring that hardware is correctly configured Installing, configuring, and maintaining operating and development software Ensuring that the system is backed up daily Designing and maintaining system security, for example, establishing system accounts ix

10 The system administrator provides you with first line support for problems you may encounter with the development system, and ensures that faults are quickly rectified. They may perform the setup and initial maintenance of the production system, or advise your operational staff on these tasks. The system administrator works with the project team to optimize system performance, install packaged applications environments, and convert data. Technical Specialist The Technical Specialist is responsible for designing, developing, unit testing, implementing, and maintaining the custom extensions for Oracle Applications. These extensions include, but are not limited to, interfaces, automated data conversions, reports, forms, and enhancements. Required Knowledge This guide requires that you have a detailed technical understanding of the following products and tools. Oracle Warehouse Builder This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area. Oracle E-Business applications and relational database concepts. If you are not familiar with either the Oracle E-Business applications or relational database concepts, Oracle suggests that you attend one or more of the training classes available through Oracle Education Services or Oracle University. The Oracle Applications graphical user interface. To learn more about the Oracle Applications graphical user interface, read the Oracle Applications User s Guide. x

11 How to Use This Manual Related Documents The Oracle E-Business Performance Management Framework and Performance Management Viewer User Guide contains the following topics. Chapter 1, "Introduction" contains an overview of the Oracle E-Business Performance Management Framework and Performance Management Viewer. Chapter 2, "Implementing PM Framework and PM Viewer" contains step-by-step instructions for implementing the Oracle E-Business Performance Management Framework and Performance Management Viewer. Chapter 3, "Using PM Framework and PM Viewer" contains information that enables you to track and view performance measures through portlets and reports." The Oracle E-Business Performance Management Framework and Performance Management Viewer shares business and setup information with other Oracle Applications products. All Release 11i documentation is included on the Oracle Applications Document Library CD, which is supplied in the Oracle Applications Release 11i CD Pack. You can download some soft-copy documentation from Or, you can purchase hard-copy documentation from the Oracle Store at Other product documentation that complements this User Guide, includes the following: Oracle Applications Flexfields Guide Oracle Self-Service Web Applications Implementation Manual Oracle Workflow Guide Oracle E-Business Enterprise Data Warehouse Implementation Guide Oracle E-Business Implementation Guide Oracle E-Business Performance Management Framework and Performance Management Viewer Developer Guide xi

12 If you plan to implement other products in Oracle E-Business, see the following documentation: Oracle E-Business Balanced Scorecard User Guide Oracle E-Business Balanced Scorecard Install Guide Oracle Sales Analyzer User Guide Oracle Sales Analyzer Install Guide Oracle Financial Analyzer User Guide Oracle Financial Analyzer Install Guide Oracle Activity Based Management User Guide Oracle Activity Based Management Install Guide xii

13 Getting Help Oracle Consulting Services and Oracle Support Services are the main sources of help for installing Oracle Applications. Oracle Consulting Services Oracle Consulting Services can help you: Determine machine size and database size required by Oracle Applications Install or upgrade Oracle Applications Implement Oracle Applications products Customize Oracle Applications products Install and configure multiple language support Develop custom applications for use with Oracle Applications Train users of Oracle Applications Oracle Support Services The Oracle Support Services web site at offers registered Oracle MetaLink customers self-service support technologies, available 24 hours, 7 days a week. Oracle MetaLink provides information, such as technical libraries and forums, and services, like patch set downloads, BUG searches and TAR entry. If you contact Oracle Support Services, have this information available: Your CSI number Operating system number and versions Release of Oracle Applications you are installing and the versions of the Oracle Server and Oracle tools you are using Release of Oracle Applications you are upgrading from Description of the problem as well as specific information about any error messages you received Whether or not you have dial-in capability Output of the AD Configuration utility, contained in the adutconf.lst file. For additional information about AD Configuration, see Maintaining Oracle Applications xiii

14 Conventions The typographical conventions shown in the following table are used in this manual. Convention Monospaced text Meaning Represents command line text. Type this text exactly as shown. <> Text enclosed in angle brackets represent a variable. Substitute an appropriate value for the variable text. Do not type the brackets. [] Square brackets enclose optional items or indicate a function key. Do not type the brackets. A vertical bar represents an or option among several options. You must enter only one of the options. Do not type the vertical bar. /directory or \directory A slash before a directory name indicates that it is a subdirectory. The path name may be either uppercase or lowercase. $ or C:\> Represents the command prompt. Your prompt may differ. \ In examples of commands you type online, a backward slash at the end of the line of text signifies that you must type the entire command, including the portion of the text on the second text line, on one command line. Do not type the backslash. The special notes in the following table alert you to important information. Additional Information Attention Note Warning Refers to portions of this manual, another manual, or the online documentation. Highlights important information that will help you use the system. Contains helpful hints and practical tips that can save time and make installation or other procedures easier. Warns you about actions which, if not carried out properly, could be damaging or destructive to your operations. xiv

15 Do Not Use Database Tools to Modify Oracle Applications or Enterprise Data Warehouse Data Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications or Enterprise Data Warehouse tables, unless we tell you to do so in our guides. Oracle provides powerful tools you can use to create, store, change, retrieve and maintain information in an Oracle database. If you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications and Enterprise Data Warehouse tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. When you modify data using anything other than Oracle Applications forms, you might change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications forms to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes. xv

16 About Oracle Your Feedback Oracle Corporation develops and markets an integrated line of software products for database management, applications development, decision support and office automation, as well as Oracle Applications. Oracle Applications provides the E-Business Suite, a fully integrated suite of more than 170 software modules for financial management, Internet procurement, business intelligence, supply chain management, manufacturing, project systems, human resources and sales and service management. Oracle products are available for mainframes, minicomputers, personal computers, network computers and personal digital assistants, enabling organizations to integrate different computers, different operating systems, different networks and even different database management systems, into a single, unified computing and information resource. Oracle is the world's leading supplier of software for information management, and the world's second largest software company. Oracle offers its database, tools, and application products, along with related consulting, education and support services, in over 145 countries around the world. Thank you for using the Oracle E-Business Performance Management Framework and Viewer and this User Guide. We value your comments and feedback. This guide contains a Reader's Comment Form you can use to explain what you like or dislike about the Oracle Business System or this guide. Mail your comments to the following address or call us directly at (650) Oracle E-Business Oracle Corporation 500 Oracle Parkway M/S3OP11 Redwood Shores, CA U.S.A. xvi

17 1 Introduction This chapter contains an overview of Oracle E-Business Performance Management Framework and Performance Management Viewer, along with a general overview of E-Business. This chapter includes the following topics. Overview of E-Business on page 1-2 E-Business Architecture on page 1-3 Overview of Performance Management Framework on page 1-4 Overview of Performance Management Viewer on page 1-10 Introduction 1-1

18 Overview of E-Business Overview of E-Business In becoming e-businesses, organizations have streamlined their internal processes to win new customers and to gain a larger share of their existing customers business. New, internet-enabled, enterprise application suites and electronic market places are reducing inefficiencies across supply chains while providing new opportunities to improve customer relationships. As organizations adopt these new solutions, the need to make decisions faster has also increased. To remain competitive, every organization must empower more people to make informed decisions, without the need for long approval or review cycles. To meet this challenge, organizations must provide the relevant business information and analysis tools that every manager or project team needs to quickly understand what is happening, to be able to analyze alternatives, and to take action. E-Business applications are available to provide the data and analysis required to make these decisions, but most business intelligence products are not integrated with operational systems. Because the business processes underlying source applications are always changing, traditional business intelligence applications cannot easily gather the necessary data or transform it into useful management information. Oracle E-Business provides a simple and powerful framework for delivering information, from internal applications and external sources, to users across the enterprise. With E-Business applications, everyone has immediate access to accurate and timely data to make faster and more informed decisions, which leads to a positive impact on bottom line results. 1-2 User Guide

19 E-Business Architecture E-Business Architecture E-Business is designed to support a multi-tiered architecture. The first tier, the database tier, provides the foundation technology for E-Business. The database tier can be implemented as a transactional (OLTP) or a warehouse (OLAP) schema. The transactional schema provides users with real-time report data. The warehouse schema provides users with summarized data that supports more complex reporting and decision making. The type of schema you choose determines the type of content that is available to your users. The second tier, the applications tier, provides the load balancing and business logic for the E-Business. It processes requests from the third tier (client tier) and sends results from the database tier to the client tier. The third tier, the client tier, supports user activities such as reporting from the web, and administration. If you are installing Enterprise Data Warehouse (EDW), you are implementing the E-Business using the warehouse schema. For more information on Oracle Applications and multi-tier architecture, see Oracle Applications Concepts. Introduction 1-3

20 Overview of Performance Management Framework Overview of Performance Management Framework The Performance Management Framework (PM Framework) is a foundation technology of E-Business, a key component of Oracle Applications that enables managers to track performance measures." Performance measures are indicators that you can use to determine enterprise performance and success. E-Business provides a set of pre-seeded performance measures, such as Sales Revenue or Inventory Turnover. You can also create new performance measures to suit your specific business needs. For a complete list of pre-seeded measures, see Measure Content on page Each performance measure has a target value associated with it and can have up to 3 tolerance ranges defined. The target value and tolerance ranges are defined by your users. Each tolerance range can be associated with a different user list, as illustrated in the following table. Whenever a measure falls out of one or more of the defined tolerance ranges, the user group associated with that tolerance range automatically receives a notification. You can then set up workflows to automatically correct the problem. Table 1 1 User List Sales Revenue Performance Measure user Notification Tolerance Ranges Target Value Tolerance Range % Low Range High Range Sales Managers $10,000,000 +/- 1% $9,900,000 $10,100,000 Sales Directors $10,000,000 +/- 2.5% $9,750,000 $10,250,000 Company CEO $10,000,000 +/- 5% $9,500,000 $10,500,000 You can schedule or request alerts using either Oracle Alerts or E-Business Alerts. However, all alerts for performance measures that were released in Oracle Applications 11i.6 or higher must be scheduled and requested using E-Business Alerts. See the following paragraphs for more information on this subject. 1-4 User Guide

21 Overview of Performance Management Framework Alerting Technology The Oracle Applications 11i.6 introduces a new method of processing performance alerts. This new method, called E-Business Alerts, centralizes the alerting mechanism. However, many of the pre-built measures that are provided in previous PM Framework or Oracle Applications releases only use Oracle Alerts technology. Therefore, PM Framework administrators can schedule alerts using both Oracle Alerts and E-Business Alerts technology. For a list of measures that work with either E-Business Alerts or Oracle Alerts, see "Measure Content" on page For Oracle Alerts measures, administrators may use technology which schedules Alerts to run using Oracle Alert Manager, which provides the Alert Manager responsibility. Please see the Oracle Alert User Guide for more details. The Alert User Guide provides a list of alert names. Measures that use the Oracle Alerts technology have the code for retrieving the actual and target values embedded in the individual alert. Generally, these alerts retrieve the values from a summary table. Note: Alerts that use the Oracle Alerts technology do not enable users to request or subscribe to an alert. For measures that use the E-Business Alerts technology, administrators can schedule alerts using the Schedule Alert program and the Performance Management Framework (Full Access) responsibility. If users attempt to schedule measures that require Oracle Alerts, instead of E-Business Alerts technology, an error message appears. There is one important difference between measures on Oracle Alerts technology and measures on E-Business Alerts. Measures that use Oracle Alerts have code built right into the alert that retrieves the actual value of the performance measure, and triggers a workflow notification. Measures that use E-Business Alerts technology have a database view that contains the actual values and use the Application Developer Common Module forms to register the view and database columns. Introduction 1-5

22 Overview of Performance Management Framework Data Sources For performance measures that us E-Business Alerts, the data can be retrieved from any source, as long as the performance information is contained in a database view. Oracle Applications 11i.6 contains pre-built measures and their associated database views. These views can provide information from an data warehouse or transaction system. For the 11i.6 release, the prebuilt performance measures use E-Business Alerts and all are based on the Oracle E-Business Enterprise Data Warehouse. Future releases will expand the prebuilt content to include data sourced directly from the transactional system. For performance measures that use Oracle Alerts, the data can be retrieved from any source that can be coded in the alerts. Pre-built measures retrieve data from the transactional system, usually from a summary database table. Example of How to Use PM Framework When enterprise performance does not meet predefined targets, you will receive workflow notifications, which can include links to related reports. You can respond immediately to the notifications either by sharing information with other responsibilities, or by taking corrective action. PM Framework provides a powerful corporate management framework for enhanced and timely decision-making by enabling you to measure and analyze enterprise performance. The following is an example of how to use PM Framework. ABC, Inc. is implementing PM Framework. The company decides on a list of measures that are important to their industry and their situation. This list contains some measures that are pre configured with Oracle Applications and some measures that need to be configured. In this example, the Revenue measure is already defined, while the Damaged Shipments performance measure needs to be configured. 1-6 User Guide

23 Overview of Performance Management Framework To use each of these performance measures, the following must occur. Revenue Performance Measure 1. A system administration group determines the security access for the performance measure. For example, they might give the Plant Manager responsibility access to the Revenue performance measure at the plant and quarter levels, and give the Vice President responsibility access to the Revenue performance measure at the division and year levels. 2. The system administrator schedules the alerts, for example running the quarterly Revenue starting on April 5 and repeating every 3 months. 3. Users within ABC, Inc. enter target, tolerance range, and owner information. This information can be entered by a centralized performance group, or by the end users. For example. ABC plant has a revenue target of $3 million, with +/- range of 5% that is reported to the plant manager. 4. End users can start requesting alerts for the Revenue performance measure and they can configure their personal homepage to display the performance measure information. Damaged Shipment Performance Measure 1. A system administrator or developer configures this new measure. a. Identifying a database view that contains the relevant performance information. b. A system administrator creates the Damaged Shipment measure with the required dimensions and dimension level combinations, for example. The Damaged Shipments might use the Geography and Time dimensions. c. The administrator uses the Application Developer Common Module forms to link the performance measure to the relevant database view. 2. The measure is rolled out, following the same steps as described in the Revenue Performance measure above. Introduction 1-7

24 Overview of Performance Management Framework Performance Management Framework Components The following is a list of the components that comprise PM Framework. Definition components: The Application Developer Common Module is a metadata repository used for defining application common data. For E-Business we use the Application Developer Common Module in defining Performance Management Viewer (PM Viewer) reports and performance measures. This definition contains layout information for the reports and establishes the source of actual values for both the reports and performance measures. PM Framework contains a set of forms to define performance measures and the dimension levels. These forms allow administration users to assign the dimensions, security, corrective actions, and automated target retrieval. Note that a measure also needs setup in the Application Developer Common Module to enable the retrieval of actual values. For more information on defining new measures, please see the Oracle E-Business Performance Management Framework Performance Management Viewer Developer Guide. Responsibilities: The following responsibilities are used for setting up PM Framework: Performance Management Framework (Full Access), Performance Management Framework (Targets Access), BIS Super User. The following responsibilities contain PM Viewer reports: Purchasing - Enterprise Data Warehouse, Supply Chain - Enterprise Data Warehouse, and Manufacturing - Enterprise Data Warehouse. Data components: For E-Business reports and performance measures, a set of views are available on top of the data warehouse fact tables and transactional system summary tables. These views are optimized for use by the PM Viewer Reports and Performance Measures. PM Framework contains a set of windows for use in entering and maintaining target information on performance measures. This includes target values, tolerance ranges, and target owners. 1-8 User Guide

25 Overview of Performance Management Framework Performance Management Viewer: The PM Viewer architecture is comprised of the following technology stack: The thin client, also called the Web Browser, represents the Web browser in which you can view generated reports. The middle tier is known as the Web Application Server. This in turn includes the Web Listener, which communicates between the client and middle tiers; the Web Request Broker, which determines which PL/SQL cartridge should service a specific request; the PL/SQL Cartridge, which performs advance processing that might be required for report generation; and the E-Business Java Classes, which perform the tasks related to displaying graphs and charts. The database tier includes the Oracle database, as well as the stored PL/SQL procedures. The database tier includes the ICX, the PM Viewer, the AK data dictionary, views, and tables. Processing components: Through PM Framework, system administrators can schedule alerts, and target users can subscribe to the notifications. Once a system administrator schedules an alert, PM Framework sends notifications to target owners and updates data for presentation on the performance measure portlet. Note that previous versions of BIS used Oracle Alerts technology to achieve the alerting functionality. In this release, E-Business Alerts uses its own alerting technology. Introduction 1-9

26 Overview of Performance Management Viewer Overview of Performance Management Viewer The Performance Management Viewer (PM Viewer) is a metadata driven reporting tool whose purpose is to provide an easy and consistent means to create and display reports for performance measures. It uses information from the PM Framework tables and views on top of actuals data (either OLTP or EDW) in order to determine what information to show and how to show it. PM Viewer uses the Oracle Web Application Dictionary (AK) as its metadata repository. PM Viewer uses AK Developer windows. These windows enable developers to simplify the report development process. Using PM Viewer, developers only need to define the report components in the AK Dictionary and specify the report data source. PM Viewer automatically generates a standard HTML report. If the report has a corresponding performance measure, the generated report displays the actual values compared to the target values. The data source view is the only custom development involved. Note: E-Business reports are designed to give executives a simple, high-level overview of corporate information. Thus, E-Business reports do not support some of the more complex features offered by other reporting products. The Performance Management Graph Portlet allows end users to display graphs from the PM Viewer reports. Users can customize this portlet and choose reports and parameters they want to display. The Performance Management List portlet enables user to view performance information from the personal homepage. Users can customize this portlet and measures and parameters they want to display. The actual values of the measure will display with red color coding, if the actual value falls outside of the tolerance range. The values of the measure are calculated whenever an alert is processed. The portlet also displays the target values and the time periods for each measure. PM Viewer lets users access a set of pre-built reports that are specifically tailored to intelligence users. These reports provide an intuitive and easy to learn user interface. The previous releases used Oracle Reports to define and render reports. In this release, E-Business uses the Business System PM Viewer technology to define and render reports. Users receive notifications through Oracle Workflow if they are out of tolerance for measures with targets User Guide

27 Overview of Performance Management Viewer Benefits of Using the PM Viewer There are several benefits of using the PM Viewer tool. These benefits include the following: An Easy and quick development cycle A Uniform look and feel Reliable reports Drill downs to detailed reports Default parameters for every user-customizable report Full integration with the PM Framework Extensible Hyperlinks that show related reports and URLs Parameters from one report are automatically passed to other reports that use the same parameters Graphs that render quickly Scheduling reports that run at a desired frequency Portlets that enable portions (graphs and tables) of the reports to be displayed on the Personal Homepage or Portal Introduction 1-11

28 Overview of Performance Management Viewer 1-12 User Guide

29 2 Implementing PM Framework and PM Viewer This chapter describes how to implement PM Framework and PM Viewer for E-Business. It also describes the security access to specific PM Framework features. This chapter contains the following topics: Overview of Implementing PM Framework and PM Viewer on page 2-2 Setting Up PM Viewer on page 2-3 Setting Up Profile Options on page 2-5 Setting Up Users on page 2-5 Defining Additional Dimension Level Combinations on page 2-5 Defining Target Security on page 2-5 Scheduling Alerts on page 2-6 Setting Target Information on page 2-6 Security in PM Framework on page 2-7 Personal Homepage Security on page 2-7 Performance Management Framework Security on page 2-7 Notifications Security on page 2-8 Security in PM Viewer on page 2-8 Personal Homepage Security on page 2-8 Reports Security on page 2-8 Implementing PM Framework and PM Viewer 2-1

30 Overview of Implementing PM Framework and PM Viewer Overview of Implementing PM Framework and PM Viewer To define the performance measures for E-Business, you must perform the following implementation steps: Setting Up PM Viewer on page 2-3 Setting Up Profile Options on page 2-5 Setting Up Users on page 2-5 Defining Additional Dimension Level Combinations on page 2-5 Defining Target Security on page 2-5 Scheduling Alerts on page 2-6 Setting Target Information on page User Guide

31 Overview of Implementing PM Framework and PM Viewer Setting Up PM Viewer To set up the PM Viewer, do the following: 1. On the warehouse, log into Oracle Applications using the System Administrator or equivalent responsibility. 2. Navigate to Profile > System. Perform a query to find the BIS: Servlet Base Path profile option. 3. In the Site field, enter a UR that points to the Apache port and the directory that contains the apps.zip file. For example, the URL corresponds to the following values. Subdirectory: servlets Server: ap100jvm.us.oracle.com Apache Port: 8726 running jserver configured to run the graph-generating servlet. Note: The class path in Apache should be set to pick up the directory containing the apps.zip file, which in turn contains the Perspectives For Java (PFJ) ewttdg classes and the BisGraph.class in the oracle.apps.bis.chart package. The Graph Servlet is compatible with JDK Versions and JDK offers improved performance over JDK Ensure that the DISPLAY parameter in the Apache configuration file jserv.properties is set correctly to point to the server that has Graphics enabled. For example; DISPLAY=yourHostName: 0 Ensure that java.compiler property is set to none. 4. Save your work. Implementing PM Framework and PM Viewer 2-3

32 Overview of Implementing PM Framework and PM Viewer Setting up PM Viewer User Profiles The PM Viewer introduces the concept of "Basic Users" and "Advanced Users" which need to be set up before running reports. These two PM Viewer user profiles differentiate users in their use of the PM Viewer scheduling feature. In this release, PM Viewer reports and portlets can be scheduled to run at any frequency you may desire. However, to facilitate this task, and also to reduce the number of concurrent requests which may be created, it is recommended that a PM Viewer power user, i.e., Advanced User, create default schedules and assign them to the reports so that when Basic Users run the reports and portlets, they see a frequency assigned to the reports and decide whether or not they want to subscribe to it. This process simplifies procedures for basic users, who do not need to spend time defining a frequency. To set up the PM Viewer User Profiles, do the following: 1. Log in Oracle windows using the System Administrator Responsibility. 2. For each user who will be creating default schedules and assigning them to reports, Set User Profile Option from PM Viewer to be "Advanced Users." 3. For all users who will only be navigating reports and viewing portlets, Set User Profile Option from PM Viewer to be "Basic Users." For more information on how to use the scheduling feature, please refer to the Oracle E-Business Performance Management Framework and Performance Management Viewer Developers Guide, Appendix A. 2-4 User Guide

33 Overview of Implementing PM Framework and PM Viewer Setting Up Profile Options Setting Up Users Once you configure Apache, you must set up your ICX profile options. To set up ICX profile options, do the following: 1. On the warehouse, log into Oracle Applications using the Application Developer Responsibility. 2. Navigate to Setup > Profile Options. 3. Set the ICX: HTML directory profile option to "OA_HTML/". 4. Save your work. Use Oracle Applications to assign appropriate Business System responsibilities to users who need access to PM Framework. For new users, you may also need to create user accounts. This is optional. Note that access to Portlets is based on the list of functions that each user has on their Preferences responsibility. For more information on how to set up Oracle Applications users, see: Oracle Applications System Administrator s Guide. Defining Additional Dimension Level Combinations Defining Target Security E-Business comes seeded with pre-built performance measures and a limited number of dimension level combinations. Using the Performance Measures window, system administrators can setup addition dimension level combinations as required. Note that the measures are based on source views that contain a certain subset of dimension levels. Therefore, Dimension Level Combinations will only work for dimension levels that exist in these views. See Chapter 3, "Using PM Framework and PM Viewer" for information on the measure dimension levels. Using the Performance Management Framework (Full Access) responsibility, system administrators can use the Set Target Security windows to associate responsibilities to the dimension level combinations. This controls your ability to update target information and view actuals on the PM Portlet. See Chapter 3, "Using PM Framework and PM Viewer" for information on how to define target security levels. Implementing PM Framework and PM Viewer 2-5

34 Overview of Implementing PM Framework and PM Viewer Scheduling Alerts Setting Target Information Using the Performance Management Framework (Full Access) responsibility, system administrators can use the Schedule Alert windows to schedule the frequency of the performance measure alerts. These concurrent requests send notifications to target owners when out of tolerance situations occur, update the actual values for display in the PM Portlet, and establish a notification schedule to which other users can subscribe. See the Oracle Applications System Administrator s Guide or Chapter 3, "Using PM Framework and PM Viewer" for information on how to schedule alerts. The Performance Targets window enables users with proper security to enter target values, tolerance ranges, and target owners, if you have security access, as described in the Security in PM Framework section on page 2-7. Without this information, the alerting system will not function. See Chapter 3, "Using PM Framework and PM Viewer" for information on how to set target information. 2-6 User Guide

35 Security in PM Framework Security in PM Framework The following describes the security access required to use specific PM Framework features. Personal Homepage Security Performance Manager List Portlet PM List Portlet security is based on the security setup in PM Framework. Responsibilities are given access to certain dimension level combination. If you have these responsibilities, you will have access to the actual information on this portlet. Performance Management Framework Security Measure Definition The PM windows are available to users of the Performance Management Framework (Full Access) responsibility. These self-service windows enable users to define measures, dimension levels combinations, security, and additional information. These windows also enable user to schedule the alert for the performance measure. Typically, these windows are restricted to system administrators or power users. Target Information The Performance Target windows are available for users in either the Performance Management Framework (Targets Access) or the Performance Management Framework (Full Access) responsibility. Furthermore, users can only view or update target information for dimension level combinations, if they are given security access for one of the designated user responsibilities. For Target Information based on the data warehouse there is no organization level security. Implementing PM Framework and PM Viewer 2-7

36 Security in PM Viewer Notifications Security Security in PM Viewer The Worklist Portlet displays notifications that are generated by Oracle Workflow for all applications. If you are a target owner, or that are able to request alerts, you will have access to these notifications. The ability to request an alert is limited, based on the security setup in PM Framework. Note that once a notification is received by a user, that user can reassign the notification to other users without restriction. The following describes the security access required to use specific PM Viewer features. Personal Homepage Security Reports Security Performance Management Viewer Portlet (Graph or Table Format) Performance Management Viewer Portlet security is based on the user s set of responsibilities. Users can only view graphs or tables that are part of a report that the user s responsibility has access to. All reports are based on a database view. Therefore report developers can embed report security in the view. Performance Management Viewer Report Users access PM Viewer reports through a responsibility menu. For reports that are based on EDW, the report parameters and data security is based on EDW security. 2-8 User Guide

37 3 Using PM Framework and PM Viewer This chapter describes how to use the Performance Management Framework and the Performance Management Viewer. Managers using PM Framework and PM Viewer can: Identify relevant performance measures for their industry Set and monitor strategic and tactical targets and tolerance ranges for performance measures Schedule and request notice of and launch automatic workflows to act on performance measures that fall out-of-tolerance. Users can leverage PM Viewer to: Track their performance measures or generic business performance metrics through reports and through portlets Schedule their reports to run at a certain frequency Display their performance data in a graphical or tabular format Using PM Framework and PM Viewer 3-1

38 This section describes how to set up PM Framework so you can track performance measures. It contains the following topics. Overview of Defining Performance Measures on page 3-3 Creating New Performance Measures on page 3-4 Creating Target Function Fields for New Performance Measures (Optional) on page 3-5 Creating Corrective Action Workflows for New Performance Measures (Optional) on page 3-6 Defining New Performance Measures on page 3-7 Registering the Performance Measure in the Application Developer Common Module on page 3-8 Setting Up Performance Measures on page 3-9 Adding and Modifying Dimension Level Combinations on page 3-9 Setting Dimension Level Security for Performance Measures on page 3-11 Viewing and Modifying Targets for Performance Measures on page 3-12 Scheduling Alerts on page 3-15 Requesting Alerts on page 3-17 Setting Up the Personal Homepage on page 3-18 Measure Content on page 3-19 Using the Performance Management Viewer on page 3-26 Accessing, Running and Viewing PM Viewer Reports Using the Parameters Page on page 3-27 The Report Layout on page 3-30 Accessing, Customizing and Viewing PM Viewer Portlets on page 3-32 Configuring the Personal Homepage/Portal on page 3-32 Customizing the PM Viewer Portlet on page 3-32 Viewing the PM Viewer Portlet: on page User Guide

39 Overview of Defining Performance Measures Overview of Defining Performance Measures To define performance measures, two different user groups are involved. Administrators are responsible for setting up new performance measures, setting dimension level security, and scheduling alerts. Administrators must have some functional knowledge of the PM Framework. Users are responsible for setting targets for performance measures, setting up portlets, and requesting alerts. Users do not require previous knowledge of the PM Framework, because the application is self-service and includes instructional text. To define a PM Framework, the following steps must be performed in the order listed in the table below. Note that both users (administrator and end user) are involved in defining a new performance measure. The table below indicates which user must perform each step.. Table 3 1 PM Framework Set Up Steps by User Set Up Step Performed by.. Creating New Performance Measures (optional) 1 Creating Target Function Fields for New Performance Measures (Optional) 2 Creating Corrective Action Workflows for New Performance Measures (Optional) Administrator Administrator 3 Defining New Performance Measures Administrator 4 Registering the Performance Measure in the Application Developer Common Module Administrator Setting Up Performance Measures 5 Adding and Modifying Dimension Level Combinations Administrator 6 Setting Dimension Level Security for Performance Measures Administrator 7 Viewing and Modifying Targets for Performance Measures User 8 Scheduling Alerts Administrator 9 Requesting Alerts User Using PM Framework and PM Viewer 3-3

40 Creating New Performance Measures Creating New Performance Measures Note: Before you create a new performance measure, follow the steps described in the Oracle Applications Performance Management Framework and Performance Management Viewer Developer's Guide. E-Business provides a set of pre-seeded performance measures that you can use, however, if these measures do not meet your business requirements, you can create a new performance measure using the steps described in this section. Note: If you create a new performance measure, you must schedule or request alerts for those measures using E-Business Alerts technology, not Oracle Alerts. Then, complete the following steps in the order they are presented: 1. Creating Target Function Fields for New Performance Measures (Optional) on page Creating Corrective Action Workflows for New Performance Measures (Optional) on page Defining New Performance Measures on page Registering the Performance Measure in the Application Developer Common Module on page 3-8 For more information: Please refer to the Oracle E-Business Performance Management Framework and Performance Management Viewer Developer Guide for a comprehensive description of how to create performance measures. For information on setting up performance measures for HRMS, see the Oracle Business System Implementation Guide. 3-4 User Guide

41 Creating New Performance Measures Creating Target Function Fields for New Performance Measures (Optional) If you want to calculate or read the target value for a performance measure from the source database, you must create a target function field. If you do not create target function fields, users can manually enter target values for the performance measure. This step is optional and should be performed by an administrator. To create a new target function field, do the following: 1. Create a PL/SQL package and function. The function should take BIS_TARGET_PUB.Target_Rec as the IN parameter, and return a NUMBER. Discuss the functionality and logic of this package function with your executive user or functional lead. 2. Register your function as a form function in Oracle Applications by doing the following. a. Navigate to Application > Function using the Application Developer responsibility. b. In the form function field, use the PL/SQL package and function name that you created in step 1 as the form function name. c. In the Type field, enter BISTAR. For information on how to register a form function, see the Oracle Applications User Guide. Once you have created a new target function field, you can create a new workflow for the new performance measure. See: Creating Corrective Action Workflows for New Performance Measures (Optional) on page 3-6. Using PM Framework and PM Viewer 3-5