Oracle Business Intelligence 12c: Looking Ahead to the Next Generation of BI Technology - Nick Tuson Chris Lynskey Vasu Murthy Oracle BI Product ...

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Oracle Business Intelligence 12c:
Looking Ahead to the Next Generation
of BI Technology
Nick Tuson
Chris Lynskey
Vasu Murthy

Oracle BI Product Management

                               Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

                                           Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   2
Agenda

         1   Installation, Upgrade, Lifecycle Management
         2   Investments in Self-Service
         3   Investments in BI Server
         4   12c Customer Programs

                                   Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   3
Agenda

         1   Installation, Upgrade, Lifecycle Management
         2   Investments in Self-Service
         3   Investments in BI Server
         4   12c Customer Engagement

                                   Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   4
Oracle BI 12c Lifecycle Vision
• Zero downtime
  – All system and application operations should be supported on-line
  – No requirement for downtime of end-user functionality
• Support offline configuration
  – All system and application configuration operations should be off-line
  – No requirement for runtime mid-tier processes to be started.
• First class support for configuration and metadata customization
• Radically simple and robust upgrade from 11g / Baseline Validation Tool
• Multi-Tenant - 12c will always be Multi-Service Instance (MSI) enabled
  – Initially a single Service Instance deployed
  – Effectively ‘Plugable BI’
• Self Service enablement
• Removal of all significant 11g ‘Hot Spots’

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Significant New/Improvements in 12c
    Summary Only – Not Exhaustive

•   Configuration                              •          System Cloning
•   Installation                               •          Backup Restore
•   11g Upgrade                                •          Disaster Recovery
•   Binary / Metadata Patch                    •          Multi-Tenancy / MSI*
•   Scale-out / up                             •          Self-Service (SAC)
•   High Availability                          •          Security Configuration
•   EDG                                        •          Admin Tool
•   X2X (T2P, P2T …)                           •          Supportability
•   Environment                                •          Monitoring / Management
•   BI Application Archive (BAR)*              •          Layered Customizations*

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1. Configuration
• Clean separation between environment and config. Single source of truth for both
  – One place to edit environment and/or configuration
  – Most files can be edited directly by customer using any tool. this includes e.g. chef/puppet
  – No SYSMAN syncing which can overwrite some entries in some files sometimes
• Singleton Data Directory (SDD)
  – Simple conversion to HA scale-out
• Full offline configuration
  – Speed up domain creation
• Single source-of-truth for BIPLATFORM
  – No environment/topology info in DB
• BI 12c will use CAM (not OPMN) to manage system components.
  – All CAM-related configuration is also stored in DOMAIN_HOME.

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2. BI Application Archive (BAR) File
• Delivery artifact for a BI Application
  – Incudes webcat/bi server metadata/jazn for an
    application                                              RPD /                               WEBCAT /                   JAZN DATA /
                                                                                                                                          OTHER STUFF
                                                             MODEL                               CONTENT                       ROLES
  – Some other stuff too
• Application archive can be dependent on an
  another archive
• Multiple Applications can be deployed to a
  single BI Domain
• A Service Instance can be configured to choose
  an Application (BAR)                                                                                           BI Application
• A BAR file (Application) can be specified at                                                                   Archive (BAR)
  Domain Creation (Install)

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3. Multi-Tenancy – BICS Model
• 12c will be Multi-Service Instance by default

                                      Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Fin                                 Corp
Pluggable BI / BI Modules                                                                                                 Test
                                                                                                                                                      R&D
                                                                                                                                                                HR

                                                                                                                         EMEA                         Corp     Sand
                                                                                                                          HR                           Fin      box
 Finance BI App                 HR BI App                                 Ops BI App
                  Corp    Fin    Corp         EMEA                                                  Sand
                         Test                  HR                      R&D                           box
                   Fin            HR                                                                                 • One BI installation,
                                                                                                                     • Many BI Applications,
                                                                                                                     • Many Service Instances per
         Finance BI App           HR BI App                               Ops BI App                                   application

                                                     Oracle BI
                                                       12C

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                                                                                                                             |     Confidential – Restricted
Oracle BI Baseline Validation Tool – New Capability
• A tool that enables the creation of a baseline set of data that is then able to
  be compared with data from another (or the same) system that may be the
  result of an upgrade, patch or migration, or any change
• A way to perform regression testing on any two compatible Oracle BIEE
  environments
  – Works within and across 11g and 12c versions
• A way to instill confidence when performing an upgrade, migration or
  significant change to an existing environment

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What it does..
• Provides a pluggable based implementation
• The following modules will be available:
  – Data verification
    • Compare result output (i.e. actual numbers or text) from different versions
  – Visual verification
    • Capture screenshots of reports to check they are visually the same
  – BI catalog verification
    • Capture object and metadata and compare with the target system
  – Logical query verification
    • Capture logical query definitions and compare with the target system
  – Performance verification
    • Capture performance profile to check there’s not degradation

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A Pluggable Model

    Pre-Upgrade /                                       Data
                     Validation Tool
    Existing OBIEE
     Environment

                                                     Visual
    Post-Upgrade /                               Catalog
      New OBIEE
     Environment
                                       Logical Query

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Note Use of:
11g -> 12c Upgrade Flow                                                               • Baseline Validation Tool
                                                                                      • BAR file
                              Utility                                                 • 11g Compatibility Flag
                            Command
                                                                                      • Plugable BI
                     1. Copy utility to 11g

                      Create Baseline for             BI 12c                                             Compare 12c                                     BI 12c
  BI 11g                 testing with                                                                    Output with                                   Production
Production              Validation Tool               BI Application
                                                      Archive (BAR)
                                                                                                           Baseline

                        BI Application
2. Run utility to                             4. Import BAR via SAC
create BAR              Archive (BAR)
                                              or Create Domain

                    3. Copy BAR to 12c

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Agenda

         1   Installation, Upgrade, Lifecycle Management
         2   Investments in Self-Service
         3   Investments in BI Server
         4   12c Customer Engagement

                                   Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   15
Strategy Drivers
Target IT w/in OBI Install Base   Lessons Learned from EID                                           Grammar of Graphics
                                                                                                     Foundation
• Existing investments into       • Consumer-style filtering is
  EDW strategy and BI               essential to adoption and                                        • Few vendors have taken
  semantic layer is an              core to discovery analysis                                         the concept beyond initial
  enduring point of leverage                                                                           implementation
                                  • “Everything is connected”                                        • Longer term path towards
• Interactive Visualization on
  top of complex IT-governed
                                    – all interaction effect all                                       innovation by adopting
  metrics/models has not            visualizations                                                     grammar-based approach
  been solves yet                 • Data driven mashups +                                              from the outset
• Opportunity to manage user        user supplied data is                                            • New IP on recommending
  data/metadata in                  essential to relevant                                              visualizations and
  centralized capacity              experience                                                         transitioning between
                                                                                                       visualizations

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Introducing Project “Visual Analyzer”
New Data Discovery/Interactive Visualization Client for OBI

• Blur the lines between creating
  reports and creating dashboards

• Rapidly create rich analyses
  through drag-and-drop
  configuration of new visual
  grammar

• Highly interactive experience
  with intuitive filtering and cross-
  visualization brushing and
  highlighting

                                            Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   17
Introducing Project “Visual Analyzer”
    Integrating User-Supplied Data with Enterprise Modeled Content

•    “Data Stage” allows users
     to understand the
     enterprise models that
     are available and link
     them with user supplied
     data

•    BI Server uses specializing
     query semantics based on
     nature of relationship
     between external data
     and modeled data

                                              Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   18
VA Demo

          Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Agenda

         1   Installation, Upgrade, Lifecycle Management
         2   Investments in Self-Service
         3   Investments in BI Server
         4   12c Customer Engagement

                                   Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   20
OBIEE Server Investments

• Data Mashups
• Advanced Analytics
• In-Memory Analytics

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Mashups – Fundamental Change in BI Server
 Logical SQL extended to directly call external data
                                                                          • Directly access external data in analyses
                                                                                 – User uploaded files
                                                                                 – Any source
                                                                          • Just-in-time modeling
SELECT revenue, product, brand
                         brand, XSA(‘My File.xls’).score
FROM …                                                                           – First class measures and attributes
                                                                                 – Mashup across enterprise and user-defined data
                  RPD                                                            – Private or shared access
                                                                          • OBIEE embedded data store for user uploaded
                                                                            files
                                                                          • Transparent caching in a database

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Mashups - Architecture
                                                                                                       New

                            BI                                                     DB
                          Server                                                  Cache

                                                New
                           Data
                            Set
                          Service

                         FileStore             New

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Mashups - Use cases
  Overlay metrics on enterprise data                       Enrich analysis with new attributes

  Update my progress report against the new                How did Polar Vortex affect my shipping times?
  budget my boss has sent me..

  Define custom rollups                                    Analyze without upfront modeling

  What happens to revenue segmentation if I                Find top issues from the customer feedback in our
  re-classify products?                                    surveys.

                                              Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Advanced Analytics - BI Server Built-in Functions
• No external engine required
• UI integration
• Built in logical SQL
• Leverages Mashups
SELECT
 Product.CategoryID,
 Day.cal_year, Sales.Revenue,
 TRENDLINE(Sales.Revenue, (day.cal_year), 'LINEAR')
FROM
 SubjectArea;

                                              Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Advanced Analytics - Custom Extensions
• Define Custom Functions
  – Define inputs required from BI users
  – Provide execution script (for e.g. R)
  – Specify engine (R, Oracle Database, etc)

• Use in Logical SQL
EVALUATE_R(‘’, Options, Output
Column, Logical Column Expr1, Logical Column
Expr2 …)

                                               Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
In-Memory – Unified Query Acceleration
Beyond Summary Advisor

• Variety of inputs                          • Execution tools
  – Past performance                                – Cache creation
  – Specific reports                                – Scheduling
  – Specific Subject areas                   • Management
• Choices of acceleration engines                   – Monitor
  – Essbase                                         – TimesTen
  – TimesTen                                        – Oracle DB 12c In-memory option
  – Oracle DB 12c In-memory option

                                     Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
In-Memory – Other Investments

    Visual Analyzer                         Mobile                                                                 Data Mashups for Answers

                                                                                                      • In-memory personal data store
 • In-memory data sub-setting   • In-memory Indexing                                                  • In-memory execution for mashups
 • MOLAP Acceleration           • Better scaling for mobile                                           • Optimized BI Server internal execution

                                                     Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted   28
Agenda

         1   Installation, Upgrade, Lifecycle Management
         2   Investments in Self-Service
         3   Investments in BI Server
         4   12c Customer Engagement

                                   Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal   29
OBI 12c Customer Programs
                       Business Intelligence Focus Group

   “Forum for Oracle Development to validate roadmap plans and features under
                          development with customers”
               Simple process to enroll, need valid CPCA agreement

                              12c Beta Program
                         On-Premise software testing
                   Need a beta agreement and test resources

                                       Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
                                                                                                               Oracle Confidential
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