Oracle Warehouse Builder 10g: New Features

Oracle Warehouse Builder 10g: New Features Volume I - Student Guide D44808GC10 Edition 1.0 July 2006 D46761

Author Richard Green Technical Contributors and Reviewers David Allan Herbert Bradbury Sharath Bhujani Molly Correa Jean-Pierre Dijcks Paul Narth Tim Pye Editor Aju Kumar Publishers Srividya Rameshkumar Veena Narasimhan Michael Sebastian Almeida Copyright 2006, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Contents Preface 1 Introduction Lesson Objectives 1-2 Course Objectives 1-3 Agenda: Day 1 1-4 Agenda: Day 2 1-5 Process Flow Remains Unchanged 1-6 Major New Features 1-8 Main Themes of OWB 10g Release 2 1-10 Theme: Enabling Information Quality 1-11 Data Quality in Warehouse Builder 1-12 Data Profiling 1-13 Usable Data Profiling Results 1-14 Data Object Design: Unified Editor 1-15 Graphical UI for Security Management 1-16 User-Defined Objects and Icons 1-17 Managing Metadata Using Dependency Manager 1-18 Run-Time Management 1-19 Expanded Sources and Targets 1-20 Expanded Applications Support 1-21 Enabling OLAP Solutions 1-22 Theme: Enabling Business Intelligence 1-23 BI Environment from an OWB Perspective 1-24 Tools Integration 1-25 Business Intelligence Object Derivation 1-26 Integration with Discoverer 1-27 Two Ways to Define Discoverer Objects in Warehouse Builder 1-28 Examining Derived Business Definitions 1-29 Theme: Enabling Expertise Capture 1-30 Warehouse Builder Experts 1-31 Expert Editor 1-32 Starting an Expert 1-33 Questions About You 1-34 Summary 1-35 iii

2 Architectural Changes Objectives 2-2 New Segmentation of OWB Functionality 2-3 Installing OWB 2-5 Hardware and Software Requirements 2-6 Supported and Certified Versions of Oracle RDBMS 2-7 Oracle Software Versions Compatible with Warehouse Builder 2-8 OWB Product Components 2-9 Installing and Configuring OWB 2-10 Configuring OWB 2-11 Classroom Stand-Alone Configuration 2-12 Unified Repository 2-13 Simplified OWB 10g R2 Unified Repository 2-14 OWB 10g R2 Default Installation with Single Repository 2-15 Target Users 2-16 Logging On to OWB Design Center 2-17 Practice 2-1: Creating a Repository User and Owner 2-18 Design Center 2-19 Graphical UI for Security Management 2-20 Access Privilege Policies 2-21 Registering Database Users as Warehouse Builder Users 2-22 User Tabs 2-23 Administrator Role Tabs 2-24 Everyone Role Tabs 2-25 Security Access Privileges 2-26 Data Security 2-27 Warehouse Builder Users 2-28 Warehouse Builder User Considerations 2-29 Practice 2-2: Invoking the Design Center 2-30 Configurations, Control Centers, Locations 2-31 Locations 2-32 Control Center Manager 2-33 Objects Within a Project 2-34 Objects Within a Module 2-39 Locations, Connectors, and Control Centers 2-43 Global Explorer Objects 2-45 Creating a Project 2-46 Setting Project Preferences 2-47 Enhanced Heterogeneous Services 2-49 Generic Connectivity Architecture 2-50 iv

Oracle Generic Connectivity 2-51 Oracle Transparent Gateways 2-52 Enabling Non-Oracle Targets 2-53 New Support for Oracle ERP Sources 2-54 Support for SAP R/3 as Source 2-55 Mainframe Integration 2-56 Expanded Advanced Import Options 2-57 Data Object Design: Unified Editor 2-58 Indexing and Partitioning Moved into Logical Design 2-59 Configurations 2-60 Auto Completion 2-61 Summary 2-62 Practice 2-3: Navigating the New User Interface 2-63 3 Data Profiling: Overview Objectives 3-2 What Is Data Profiling? 3-3 Steps in Data Profiling 3-4 Creating a Data Profile 3-5 Create Data Profile Wizard: Name and Description 3-6 Create Data Profile Wizard: Select Objects 3-7 Create Data Profile Wizard: Summary 3-8 Steps in Data Profiling 3-9 Profiling the Data Using the Data Profile Editor 3-10 Data Profile Setup 3-11 Preparing Profile 3-12 Profiling Initiated 3-13 Retrieving Profile Results 3-14 Steps in Data Profiling 3-15 Types of Profiling 3-16 Attribute Analysis 3-17 Attribute Analysis: Glimpse Table Data 3-18 Attribute Aggregation Analysis 3-19 Aggregation Graphical Results 3-20 Determining the Six-Sigma Score 3-21 Attribute Data Type Analysis 3-22 Attribute Domain Analysis 3-23 Attribute Unique Key Analysis 3-24 Referential Analysis 3-25 Property Setting for Referential Analysis 3-26 v

Performing Referential Analysis 3-27 Referential Analysis: Noncompliance 3-28 Joins Subtab in Referential Tab 3-29 Functional Dependency Analysis 3-30 Performing Functional Dependency Analysis 3-31 Guided Practice 3-1: Creating a Relational Database HR Source Module 3-32 Guided Practice 3-2: Profiling the Data 3-33 Lesson Progress Chart 3-34 Deriving Data Rules 3-35 Derive Data Rule Wizard: Welcome 3-36 Derive Data Rule Wizard: Name and Description 3-37 Derive Data Rule Wizard: Define Rule 3-38 Derive Data Rule Wizard: Summary 3-39 Examine the Data Rule Panel 3-40 Lesson Progress Chart 3-41 Creating Corrections Using Create Correction Wizard 3-42 Create Correction Wizard: Select Target Module 3-43 Create Correction Wizard: Select Objects 3-44 Create Correction Wizard: Select Data Rules 3-45 Create Correction Wizard: Corrected Table 3-46 Create Correction Wizard: Constraint Tab 3-47 Create Correction Wizard: Choose Data Correction Action 3-48 Create Correction Wizard: Summary 3-49 Lesson Progress Chart 3-50 Examining the Correction Module 3-51 Examining the Generated Correction Mapping 3-52 Examining the Transformations Node 3-54 Summary 3-55 Guided Practice 3-3: Deriving Data Rules and Creating Correction Mappings 3-56 4 Relational Design Elements Objectives 4-2 Dimensional Modeling 4-3 Enabling OLAP Solutions 4-4 Dimensional Design Using OWB 4-5 Creating a Dimension Using the Wizard 4-6 Create Dimension Wizard: Storage Type 4-7 Create Dimension Wizard: Dimension Attributes 4-8 Create Dimension Wizard: Levels 4-9 Create Dimension Wizard: Level Attributes 4-10 vi

Create Dimension Wizard: Data Policy 4-11 Create Dimension Wizard: Dimension Creation Progress 4-12 Configuring Dimension 4-13 About Data Object Editor 4-14 Detail View 4-15 Creating or Editing a Dimension Using Data Object Editor 4-16 Creating a Dimension Using the Editor 4-17 Dimension Details: Name Tab 4-18 Creating a Dimension Role 4-19 Dimension in the Data Object Editor: Attributes Tab 4-20 Dimension Details: Levels Tab 4-21 Dimension Details: Hierarchies Tab 4-22 Dimension Details: SCD Tab 4-23 Dimension Details: Storage Tab 4-24 Relational Implementation: Star 4-25 Relational Implementation: Snowflake 4-26 Binding 4-27 Auto Binding 4-28 Manual Binding 4-29 Unbinding 4-30 Dimension Details: Data Viewer Tab 4-31 Practice 4-1 Overview: Creating a Dimension Using the Editor 4-32 Practice 4-2 Overview: Creating the TIMES Dimension using the Time Dimension Wizard 4-33 Practice 4-3 Overview: Creating a Cube Using the Editor 4-34 Create TIMES Dimension Using Time Wizard 4-35 Create Time Dimension Wizard: Storage 4-36 Create Time Dimension Wizard: Data Generation 4-37 Create Time Dimension Wizard: Levels 4-38 Create Time Dimension Wizard: Pre Create Settings 4-39 Create Time Dimension Wizard: Progress Panel 4-40 Create Time Dimension Wizard: Summary 4-41 Create Cube Wizard: Storage Type 4-42 Create Cube Wizard: Dimensions 4-43 Create Cube Wizard: Measures 4-44 Create Cube Wizard: Summary 4-45 Editing a Cube Using Data Object Editor 4-46 Assigning Roles 4-47 Configuring Cubes 4-48 What Is a Slowly Changing Dimension? 4-49 Types of Slowly Changing Dimensions 4-50 vii

Type 1 Slowly Changing Dimension: Do Not Keep History 4-51 Type 2 Slowly Changing Dimension: Store the Complete Change History 4-52 Type 3 Slowly Changing Dimension: Store Only the Previous Value 4-53 Create a Type 2 Slowly Changing Dimension Using Dimension Editor 4-54 Create a Type 2 Slowly Changing Dimension Level Attributes 4-55 Create a Type 2 Slowly Changing Dimension 4-56 Dimension Editor 4-58 Mapping to Load the Type 2 SCD 4-59 Create a Type 2 SCD Using the Wizard 4-60 Dimension Operator Properties in a Mapping 4-61 Group Properties in the Dimension 4-62 Creating a Type 3 SCD 4-63 Summary 4-65 Practice 4-4 Overview: Completing the Design 4-66 Practice 4-5 Overview: Managing a Slowly Changing Dimension 4-67 5 Changes in Mappings and Process Flows Objectives 5-2 New Mapping Editor 5-3 Synchronizing Operators and Repository Objects 5-4 Pluggable Mappings 5-5 Example of Pluggable Mapping 5-7 Advantages of Pluggable Mappings 5-8 Target Load Ordering 5-9 Overriding the Default Load Order 5-12 Set-Based Updates 5-13 Commit Control 5-14 Automatic Correlated Commit 5-15 Manual Commit Control: No Commit 5-17 Viewing Data Using Data Viewer 5-18 Transportable Modules 5-19 Transportable Modules Objects 5-20 Transportable Modules Configuration 5-21 Process Flow Concepts in OWB 10gR2 5-22 Creating a Process Flow Module in OWB 10gR2 5-23 Creating a Process Flow Package 5-24 Creating a Process Flow 5-25 Process Flow Editor in OWB 10gR2 5-26 New Concepts in Process Management 5-28 Creating Activity Templates 5-29 viii

Process Flow Activities 5-31 Support for Variables 5-32 Assign Activity 5-33 Data Auditor 5-34 For Loop Activity 5-35 Route and While Loop Activities 5-36 While Loop: Example 5-37 Manual Activity 5-38 Notification Activity 5-39 Set Status Activity 5-40 SQL*Plus Activity 5-41 SQL*Plus Script: Example 5-42 Wait Activity 5-43 Practice 5-1 Overview: Creating the LOAD_SALES_WH Process Flow 5-44 Scheduling Concepts 5-45 Creating a Schedule Module 5-46 Creating a Schedule 5-47 Create Schedule Wizard: Name and Description 5-48 Create Schedule Wizard: Start and End Time 5-49 Create Schedule Wizard: Frequency and Repeat Interval 5-50 Monthly Schedule 5-51 Editing a Schedule 5-52 Run One Week Into the Next Quarter 5-53 Associating Executable with Schedule 5-54 Assigning a Schedule to an Executable Object 5-55 Summary 5-56 Practice 5-2 Overview: Creating a Schedule 5-57 6 Configuration and Run-Time Management Objectives 6-2 Configurations, Control Centers, Locations 6-3 Executing a Mapping at a Target Location 6-4 Locations 6-5 Registering Locations 6-6 Unregistering Locations 6-7 Configurations and Control Centers 6-8 Active Configuration 6-9 Control Center and Locations 6-10 Control Center Manager Components 6-11 Invoking the Control Center Manager 6-12 ix

Control Center Manager Interface 6-13 Default Action and Deploy 6-14 Deploy Options 6-15 Deploy Dependencies 6-16 Control Center and Locations 6-17 Asynchronous Deployment and Execution 6-19 Deployment Tool Preferences 6-20 Deployment Process Preferences 6-21 Deploy the Sequences 6-22 Control Center Jobs 6-23 OWB Automatically Creates a Connector 6-24 Loading the Target Warehouse 6-25 Executing the Mappings 6-26 Executing the Process Flow 6-27 Execution Window 6-28 Viewing the Data Using Data Viewer 6-29 Loose Coupling of Metadata with Physical Implementations 6-30 Support for Multiple Named Configurations 6-31 Multiple Named Configurations 6-32 Installing on Real Application Clusters (RAC) 6-33 Control Center Service Failover on RAC 6-34 RDBMS-Only Installation on RAC 6-35 Summary 6-36 Practice 6-1: Deploying, Loading, and Viewing Data 6-37 Practice 6-2: Metadata Management 6-38 7 Changes in Multidimensional OLAP Design Objectives 7-2 Enabling OLAP Solutions 7-3 Dimensional Modeling 7-4 Multidimensional Modeling Using OWB 7-5 Differences Between OWB Multidimensional and Relational Dimensional Models 7-6 OWB Technology Supporting Dimensional Modeling 7-7 Storage Management 7-8 Default Hierarchy: Enabling BI Beans 7-9 Hierarchy Support: Value-Based 7-10 Create Value-Based Hierarchy 7-11 OLAP Special Cases 7-12 Calculated Measures 7-13 OWB Calculated Measures 7-14 x

Generating Calculated Measures 7-15 Sparsity 7-16 Compress Cube 7-17 Partition Cube 7-18 Aggregation 7-19 Differences Between OLAP and Relational Loading 7-20 No Relational Tables to Bind 7-21 Partially Predefined OLAP Module 7-22 Examining the Predefined Dimensions and Mappings 7-23 Defining the Sales Cube 7-24 Creating an OLAP Target User 7-25 Check User as Target Schema 7-26 Location Automatically Created 7-27 Registering the Target Location 7-28 Deploying OLAP Objects with Control Center Manager 7-29 Executing OLAP Mappings 7-30 Viewing Cube Data in the Data Viewer 7-31 Summary 7-32 Practice 7-1 Overview: Creating the OLAP Repository Owner 7-33 Practice 7-2 Overview: Creating OLAP Metadata 7-34 8 Extensibility and Automation Objectives 8-2 OMB*Plus Tcl Scripting Available Within Design Client 8-3 Accessing OMB*Plus from Program Folder 8-4 User-Defined Properties (UDPs) 8-5 Warehouse Builder Icons 8-7 Creating Icon Sets 8-8 Icon Set Usage 8-9 User-Defined Objects and Icons 8-10 User-Defined Objects (UDOs) 8-11 UDO Basics 8-12 OWB Concepts: UML Model 8-13 UDOs Participate in Lineage and Impact Analysis 8-14 Managing Metadata Using Dependency Manager 8-15 Integrated Lineage and Impact Analysis 8-16 Invoking Lineage and Impact Analysis 8-17 Impact Analysis 8-18 xi

Tree View 8-19 Lineage and Impact Analysis 8-20 Dependency Discovery and Presentation 8-21 Perception: Power and Complexity of OWB Challenges New Users 8-22 Requirement: Harnessing OWB Power and Complexity for New Users 8-23 Solution: OWB Experts Give Directed Guidance and Knowledge Management 8-24 Major Benefits of Experts 8-25 Framework of Experts 8-26 Task Sequence: No User Complexity 8-27 Creating an Expert 8-28 Defining an Expert 8-29 Expert Editor 8-30 Setting Context and Defining Variables 8-31 Defining the Tasks 8-32 Validate, Generate, and View Tcl Script 8-33 Starting an Expert 8-34 Starting the Expert and Performing Tasks 8-35 Creating Your Own Custom Dialog 8-36 Custom Dialog Task 8-37 Use Cases 8-38 Summary 8-39 Optional Practice 8-1 Overview: Creating an Expert to Copy a Table 8-40 Appendix A Appendix B Appendix C xii