Oracle Cloud Creating a Business Intelligence Cloud Extract 11.1.1.10.1 E59934 01 June 2015
Oracle Cloud Creating a Business Intelligence Cloud Extract, 11.1.1.10.1 E59934 01 Copyright 2014, 2015, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle. This documentation is in preproduction status and is intended for demonstration and preliminary use only. It may not be specific to the hardware on which you are using the software. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to this documentation and will not be responsible for any loss, costs, or damages incurred due to the use of this documentation. The information contained in this document is for informational sharing purposes only and should be considered in your capacity as a customer advisory board member or pursuant to your beta trial agreement only. 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 in this document remains at the sole discretion of Oracle. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Master Agreement, Oracle License and Services Agreement, Oracle PartnerNetwork Agreement, Oracle distribution agreement, or other license agreement which has been executed by you and Oracle and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.
Contents Preface... Audience... Documentation Accessibility... Related Resources... Conventions... v v v v vi 1 Overview to Extracting Fusion Applications Cloud Data Extracting Data from a Fusion Applications Cloud Data Source... 1-1 2 Extracting Cloud Data Using BI Cloud Connector Console Using the BI Cloud Connector Console Landing Page... 2-1 Specifying which offerings to extract using the Cloud Extract dialog... 2-2 Configuring where to load data using the Configure External Storage dialog... 2-3 Specifying when to extract data using the Schedules dialog... 2-4 Creating a data extract schedule using the Add or Edit Schedule dialog... 2-5 iii
iv
Preface This guide describes how to extract Oracle Fusion Applications Cloud data and load it into an Oracle Cloud Storage Service or Universal Content Management server. From there, the data is typically loaded into a data warehouse. Topics: Audience Documentation Accessibility Related Resources Conventions Audience The intended audience for this guide is Business Intelligence or data warehouse specialists. This guide is aimed at Business Intelligence or data warehouse specialists who want to extract Oracle Fusion Applications Cloud data into an Oracle Cloud Storage Service or Universal Content Management server, where it can then be loaded into a BI data warehouse. Documentation Accessibility Oracle is committed to accessibility. Related Resources For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup? ctx=acc&id=docacc. Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup? ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup? ctx=acc&id=trs if you are hearing impaired. For more information, see these Oracle resources: Oracle Public Cloud v
http://cloud.oracle.com Getting Started with Oracle Cloud Conventions These conventions are used in this document. Convention boldface italic monospace Meaning Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. vi
1 Overview to Extracting Fusion Applications Cloud Data Introduction to extracting data from Oracle Fusion Applications Cloud data sources. Topics Extracting Data From Cloud Data Sources Extracting Data from a Fusion Applications Cloud Data Source To extract data from a Fusion Applications Cloud data source, you use the BI Cloud Connector Console to schedule a once-only or regular data load, known as a Cloud Extract. For example, you might extract data from Oracle Fusion HCM Cloud. You can load the extracted data into an Oracle Cloud Storage Service area or into an Oracle Universal Content Management (UCM) server, as illustrated in the figure below. Figure 1-1 Extracting from Fusion Applications Cloud Data Sources Starting BI Cloud Connector Console To extract Fusion Applications Cloud data, you use BI Cloud Connector Console, which is deployed on your Fusion Applications pod. You start BI Cloud Connector Console using a HTTP URL based on the following format: http://<fa OHS Host>:<FA OHS Port>/biacm. You can also start BI Cloud Overview to Extracting Fusion Applications Cloud Data 1-1
Extracting Data from a Fusion Applications Cloud Data Source Connector Console using the Web link and login details supplied to you by Oracle Cloud Support. Loading data into a Cloud Storage Service area To perform a Cloud Extract into an Oracle Cloud Storage Service area, you select the Cloud Storage Service storage type in BI Cloud Connector Console. Loading data into a UCM storage area To perform a Cloud Extract into a UCM storage area, you select the UCM storage type in BI Cloud Connector Console. Loading data from a storage area into a data warehouse After performing a Cloud Extract, you then use Configuration Manager to move the data from the Cloud Storage Service area or UCM area into your data warehouse. Scheduling a Cloud Extract To keep your data up-to-date, you use the Manage Extract Schedules option in BI Cloud Connector Console to create a regular Cloud Extract. For example, you might schedule a Cloud Extract to execute at 2.00 AM each day. 1-2 Creating a Business Intelligence Cloud Extract
2 Extracting Cloud Data Using BI Cloud Connector Console To extract data from Oracle Fusion Applications Cloud data sources, you use BI Cloud Connector Console. Topics Using the BI Cloud Connector Console Landing Page Specifying which offerings to extract using the Cloud Extract dialog Configuring where to load the extracted data using the Configure External Storage dialog Specifying when to extract data using the Schedules dialog Creating a new data extract schedule using the Add or Edit Schedule dialog Using the BI Cloud Connector Console Landing Page You use BI Cloud Connector Console to extract Business Intelligence data from a Fusion Applications Cloud data source into an Oracle Storage Service or UCM server. For instructions on loading data, refer to the Business Intelligence documentation for your product. Before you start, refer to the Fusion Applications compatibility matrix for BI Cloud Connector Console to ensure that your product version is supported. How to use the Cloud Extract Configuration and Execution tool Use the graph to monitor the number of Data Stores in each Offering that are enabled for extract. To view a list of enabled Data Stores for an Offering, select the Configure Cloud Extract link on the Tasks bar, select an Offering, and use the Data Store for Offering list to view the Data Stores and their last extract date. To extract Business Intelligence data from a Fusion Applications Cloud data source, first select Configure Cloud Extract on the Tasks bar and select the Offerings and Data Stores that you want to extract. Then select Configure External Storage on the Tasks bar and specify the storage area into which you want to load the data. Finally, select the Configure Cloud Extract link on the Tasks bar, click the Schedule icon create a once-only extract or regular extract. To save changes, click Save, then click Done to go back to the main screen. and Extracting Cloud Data Using BI Cloud Connector Console 2-1
Specifying which offerings to extract using the Cloud Extract dialog Specifying which offerings to extract using the Cloud Extract dialog Use the Configure Cloud Extract dialog to specify the Offerings and Functional areas that you want to extract, specify custom View Objects (VOs) from which to extract data, and set up once-only or regular data extracts. Offering Field Name List of Offerings Enabled for Extract Reset to Full Extract ( ) Schedule ( ) How to use View the Offerings that are available for extraction. Select the check box next to every Offering from which you want to extract data. For example, to extract data from Oracle Cloud HCM, select Oracle Human Resources Analytics. When you enable an Offering for extract, by default all Data Stores are enabled for extract in the Data Store for Offering <Name of Offering> list below. Reset the last extract date so that a full data load is performed for the selected Offering, instead of an incremental load. You typically use this option if your business requirements have changed or when fact data has been corrupted. Display the Schedules dialog, which enables you to set up once-only or regular data extracts. Data Store for Offering: <Offering name> Field Name List of Data Stores Add ( ) Edit ( ) Reset to Full Extract ( ) Enabled for Extract How to use View the data areas that are available for extraction. Specify a new Data Store for an Offering. For example, you might want to add a custom view object (VO) for extraction. Change the details of the currently selected Data Store. Reset the last extract date so that a full data load is performed at the next load for the selected data store/vo, instead of an incremental load. You typically use this option if your business requirements have changed or if fact data has been corrupted. Select the check box next to every Data Store from which you want to extract data. When an Offering is enabled for extract in the 2-2 Creating a Business Intelligence Cloud Extract
Configuring where to load data using the Configure External Storage dialog Offering list, all Data Stores are selected by default. Last Extract Date View the date and time when the Data Store was last extracted. Configuring where to load data using the Configure External Storage dialog Use the Configure External Storage dialog to specify the storage area into which you load the FA Cloud data. For example, to load into an Oracle Cloud Storage Service, you select the Cloud Storage Service check box under Storage Type. Field Name How to use Storage Type Select UCM to load extracted Cloud data into a Universal Content Management (UCM) Server. Select Cloud Storage Service to load extracted Cloud data into an Oracle Storage Service. Storage Type UCM Specify the connection details for a Universal Content Management (UCM) onpremises data source using the following fields: Field Name Protocol Host Port Download Folder Upload Folder How to use Specify http for non-ssl, or https for SSL. If you select https here, you must also enable HTTPS on the UCM server, using the UCM Server Console. Specify the host name for the UCM Server. For example, myserver.company.com Specify the port number of the UCM Server (optional). For example, 7012. Specify the directory in the domain server to download the Batch Extract file to reset extract dates before the extraction process. For example, /slot/ems8213/appmgr/ APPTOP/instance/BIShared/ bicarepo/download. Specify the directory in the domain server where files will be temporarily extracted by the cloud extractor before uploading to UCM. For example, /slot/ems8213/appmgr/ APPTOP/instance/BIShared/ bicarepo/upload. Storage Type Cloud Storage Service Specify the connection details for an Oracle Storage Service using the following fields: Field Name How to use Extracting Cloud Data Using BI Cloud Connector Console 2-3
Specifying when to extract data using the Schedules dialog Protocol Host Port User Name Password Download Folder Upload Folder Service Name Container Data Encryption Support Encryption Import Certificate Specify http for non-ssl, or https for SSL connection. Specify the Host name for the Oracle Storage Service. For example, mystorage.storage.oraclecloud.com. Specify the port number (optional). Specify the user that is provisioned to load data. The user should have privileges to upload files in the container specified. User credentials will be stored in the Weblogic credential store under oracle.apps.security/ FUSION_APPS_OBIA_STORAGESERV_USE R-KEY. Specify the password for the user specified in the User Name field. Specify the directory in the domain server to download the Batch Extract file to reset extract dates before the extraction process. For example, /slot/ems8213/appmgr/ APPTOP/instance/BIShared/ bicarepo/download. Specify the directory in the domain server where files will be temporarily extracted by the cloud extractor before uploading to the storage service. For example, /slot/ ems8213/appmgr/apptop/instance/ BIShared/bicarepo/upload. Specify the service name of the Oracle Cloud Storage Service. For example, gse-otbie1. Specify the name of the container that is allocated to upload extracted files. If you want to encrypt communication, then select this check box, and use the Import Certificate option below to specify the encryption keys. Click Browse and navigate to and select the location of the key file, or type the literal path location and file name. Specifying when to extract data using the Schedules dialog Use the Schedules dialog to set up a once-only or regular data extract of Business Intelligence data from a Fusion Applications Cloud data source. For example, you might want to extract data from your Cloud data source once per day at midnight. Field Name How to use Schedules This list shows currently defined schedules. Use the Add ( ) option to set up once- 2-4 Creating a Business Intelligence Cloud Extract
Creating a data extract schedule using the Add or Edit Schedule dialog only or regular data extract. Use the Edit ( ) option to update the details of the currently selected schedule. Use the Delete ( ) option to delete the currently selected schedule. Schedule Requests This list shows the details of data extract processes for the Schedule that is currently selected in the Schedules list above. A new row is created in the table every time an Cloud extract request is processed. Use the Delete ( ) option to delete the details of the currently selected request. If you delete a schedule job from this list, then this does not remove the BI Cloud data that has been extracted and loaded by that job. Creating a data extract schedule using the Add or Edit Schedule dialog Use these dialogs to set up a once-only or regular Cloud data extract. For example, you might want to extract data from your Cloud data source once per day at midnight. For a once-only data extract, use the Simple option in the Recurrence drop down list. You can only create a schedule if there is not an active schedule for the selected job type (for example, Cloud Data Extract, or Deleted Record Extract). Add or Edit Schedule Create a schedule to extract data from a Cloud data source. Field Name Job Type Name Description Recurrence Date and Time Time Day How to use To extract data, choose Cloud Data Extract. Specify a short name to identify the schedule in the Schedules list. Specify a brief description to identify the schedule, which is only displayed on the Edit Schedule dialog. Specify how often you want the extract to be performed. To create a once-only data extract, you select Simple. Specify the date and time to perform a onceonly extract (if you select Simple in the Recurrence drop down). Specify the time to start an extract, in the format HH:MM:SS AM PM. For example, 3:00:00 AM. For weekly schedules, select the check box next to each day on which you want to extract data. For Monthly or Yearly extracts, select the day of the month on which you want to extract data. Extracting Cloud Data Using BI Cloud Connector Console 2-5
Creating a data extract schedule using the Add or Edit Schedule dialog Month For Yearly (annual) schedules, select the month in which you want to extract data. 2-6 Creating a Business Intelligence Cloud Extract