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Effectively Deploying and Managing Oracle Business Intelligence Implementations CON9092 Mike Durran Senior Principal Product Manager Oracle Business Analytics October, 2015

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.

Program Agenda 1 2 3 4 Oracle BI 11g Product Architecture Deploying Oracle BI Maintaining BI Service Levels Maintaining BI Security Policy

Oracle Business Intelligence Architecture Product Deployment BI Platform Maintain Service Levels Maintain Security Policy

Oracle BI 11g Product Architecture Extensive use of Oracle FMW technology stack WebLogic used as application server Enterprise Manager used for systems management OPMN used for BI System components Centralized configuration management Modify on central server, propagate to other servers Horizontal and vertical scale out procedures Security Oracle Platform Security Services (OPSS) Scriptable systems management and control 6

Oracle BI 11g Architecture Oracle BI Domain Oracle Confidential Internal/Restricted/Highly Restricted 7

Oracle BI 11g Architecture Oracle BI Domain This term is used to refer to the overall Oracle BI install Oracle Confidential Internal/Restricted/Highly Restricted 8

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 9

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain This is the Java application server Oracle BI components written in Java run here Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 10

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server These Java components run in two servers known as the Admin and Managed Servers Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 11

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server Node Manager A component called Node Manager controls these servers Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 12

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Node Manager Admin Server Admin Console Enterprise Mgr Managed Server Specific administration services run in the Admin Server Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 13

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server Node Manager Admin Console Enterprise Mgr JMX MBeans Administration capability is also available using Mbeans.. WLST Oracle BI System Components..and the WebLogic command line for scripted administration RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 14

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Node Manager Admin Server Admin Console Enterprise Mgr JMX MBeans Managed Server WLST Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 15

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Node Manager Admin Server Admin Console Enterprise Mgr JMX MBeans Managed Server WLST Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 16

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security The Managed Server hosts the Java services that support the Oracle BI functionality WLST Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 17

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics Oracle BI makes use of core Fusion Middleware components within it s architecture. BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml WLST Oracle BI System Components For security services, Oracle Platform Security Services (OPSS) is used RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 18

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store Oracle BI System Components The WebLogic identity store is available out of the box but an alternative LDAP provider is recommended for production deployments WLST RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 19

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store DMS WLST Oracle BI System Components Monitoring of key Oracle BI system metrics is taken care of by the Oracle DMS service RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 20

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store ODL DMS WLST Oracle BI System Components Troubleshooting using log files across all the Oracle BI components is facilitated and made easier by the Oracle ODL service RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 21

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Some of the key Oracle BI services are not written in Java and are called System Components Identity Store ODL DMS WLST Oracle BI System Components RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 22

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Node Manager Admin Server Admin Console Enterprise Mgr Managed Server Action Service Web Service SOA BI Office Analytics BI Publisher Security OPSS Credential Store cwallet.sso The Oracle BI System components make up the key querying, scheduling and display generation functionality in addition to backend services such as Java Host and the Cluster Controller JMX MBeans Policy Store system-jazn-data.xml Identity Store ODL DMS WLST Oracle BI System Components BI Server BI Scheduler BI Presentation Server BI Java Host Cluster Controller RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 23

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store ODL DMS WLST Oracle BI System Components OPMN BI Server BI Scheduler BI Presentation Server BI Java Host Cluster Controller The Oracle Fusion Middleware component OPMN manages the Oracle BI System Components with start, stop, restart capabilities RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 24

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store Oracle BI System Components OPMN BI Server BI Scheduler BI Presentation Server BI Java Host Cluster Controller ODL The database schemas created by the RCU provide a supporting infrastructure for the Oracle BI Domain DMS WLST RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 25

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store ODL DMS WLST Oracle BI System Components OPMN BI Server BI Scheduler BI Presentation Server BI Java Host Cluster Controller RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 26

Oracle BI 11g Architecture How does this look on disk?

Oracle BI 11g Architecture Middleware Home This is the top level location for installation and consists of the Oracle WebLogic Server home, and, optionally, one or more Oracle homes e.g. Oracle_BI1 A Middleware home can reside on a local file system or on a remote shared disk that is accessible through NFS

Oracle BI 11g Architecture Oracle BI Home An Oracle home contains installed files necessary to host a specific product. The Oracle BI Oracle home (Oracle_BI1) contains a directory that contains binary and library files for Oracle BI Enterprise Edition. An Oracle home resides within the directory structure of the Middleware home.

Oracle BI 11g Architecture The Oracle Common home contains the binary and library files required for the Oracle Enterprise Manager Fusion Middleware Control and Java Required Files (JRF). There can be only one Oracle Common home within each Middleware home Oracle Common

Oracle BI 11g Architecture A WebLogic Server home contains installed files necessary to host a WebLogic Server. The WebLogic Server home directory is a peer of Oracle home directories and resides within the directory structure of the Middleware home. WebLogic Home

Oracle BI 11g Architecture BI system Components Contains subdirectories that hold the Oracle BI system components, OPMN control, configuration files (e.g. NQSConfig.INI and instanceconfig.xml), RPD, Webcat and diagnostic logfiles.

Oracle BI 11g Architecture Contains the WebLogic Admin and Managed Servers that host the Oracle Java components BI WebLogic Domain

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Key Configuration Files Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics Key Config Files biee-domain.xml topology.xml config.xml jps-config.xml BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store ODL DMS WLST Oracle BI System Components OPMN Key Config Files nqsconfig.ini BI Server BI Scheduler BI Presentation Server BI Java Host Cluster Controller instanceconfig.xml RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 34

Oracle BI 11g Architecture Oracle BI Domain WebLogic Domain Key Log Files Admin Server Managed Server OPSS Node Manager Admin Console Enterprise Mgr JMX MBeans Action Service Web Service SOA BI Office Analytics Key Config Files biee-domain.xml topology.xml config.xml jps-config.xml BI Publisher Security Credential Store cwallet.sso Policy Store system-jazn-data.xml Identity Store Key Log Files Adminserver.log bi_server<n>.log ODL DMS WLST Oracle BI System Components OPMN BI Server BI Scheduler BI Presentation Server BI Java Host Cluster Controller Key Config Files nqsconfig.ini instanceconfig.xml Key Log Files nqserver.log sawlog.log opmn.log RCU Schemas Oracle Confidential Internal/Restricted/Highly Restricted 35

Oracle BI 11g Clustering Architecture Oracle BI Domain WebLogic Domain Server 1 Server 2 Managed Server Cluster Node 1 Action Service BI Office Web Service SOA BI Plugin BI Publisher Security Node Manager Managed Server Cluster Node 2 Action Service BI Office BI Plugin Web Service SOA BI Publisher Security Node Manager Admin Server Admin Server Admin Console Enterprise Mgr Admin Console Enterprise Mgr BI System Component Cluster Oracle BI System Components BI Server BI Scheduler Presentation Server Java Host Oracle BI System Components BI Server BI Scheduler Presentation Server Java Host OPMN Cluster Controller OPMN Cluster Controller

Oracle BI Architecture - Summary The Oracle BI architecture consists of Java components that run in WLS servers and non-java system components Oracle BI makes use of some key Fusion Middleware components such as OPSS, ODL and DMS and OPMN The directory structures where the Oracle BI files reside have specific names Knowledge of this architecture and terminology is essential for Oracle BI system administrators and can help when working with Oracle Support services Oracle Confidential Internal/Restricted/Highly Restricted 37

Oracle BI 12c Architecture Reducing total cost of ownership through lifecycle simplifications and optimizations Separation of environment metadata from configuration No environment information in RCU DB schemas Reduced dependency on hardwired server names All system and application configuration operations can be performed off-line Most files can be edited directly using any tool including Chef and Puppet Singleton Data Directory (SDD) Simple conversion to high availability (HA) deployment Easier backup, restore and disaster recovery Removal of OPMN process control

Oracle BI 12c Architecture Oracle BI Domain Admin Server Managed Server Oracle Platform Security Services Node Manager BI System Components BI Server BI Scheduler BI Java Host End Point Registry Identity Store Essbase Studio BI Presentation Server Cluster Controller ODL DMS WLST Configuration Metadata Service Instance Database: RCU Schemas

Oracle Business Intelligence 11g Architecture Product Deployment BI Platform Maintain Service Levels Maintain Security Policy

Installation Process And Options Roadmap to installation Read the release notes and doc (twice) Is machine DHCP? If YES, then install loopback adapter Download files ( shiphome ) Unpack to required location Run RCU to create schemas Run installer Install required files Configure

Installation Process And Options Repository Creation Utility (RCU) This is used to create the supporting database schemas required by Oracle Fusion Middlware Oracle BI EE has a single schema that is prompted for during install. This includes the scheduler and BI scorecard schemas and others. RCU also selects an MDS schema to be created. Independent of the main Oracle BIEE install process Unzip distribution file and run : \bin\rcu.bat (Win) or \bin\rcu script (Linux)

Repository Creation Utility

Installation Procedure and Options Install Options Simple Easiest way to install Oracle BIEE WLS Admin Server Only Enterprise Adds more options, e.g. Ports and Oracle Home names Used for creating a new install Performing a horizontal scale out to another machine Software Only Used for advanced configuration, only file copy of install Separate configuration phas Used with Exalytics and BI Apps Installations

Install Technology Oracle Inventory Oracle Universal Installer (OUI) Unified installer across Oracle products. Sophisticated framework Pre-req checks Supports Inventory Supports silent install Supports standalone and advanced install Operates in an Interview style

Oracle Universal Installer

Configuration Phase

Installation & Configuration 12c Introduces Significant Lifecycle Improvements Configuration Full offline configuration Faster Domain creation since no restarts required

Installation & Configuration Overview of Process Ensure JDK 8 is available Install WebLogic Server 12c Creates Oracle_Home directory Install Oracle BI 12c Binaries into Oracle_Home (no longer use MW_HOME) Run Oracle BI 12c Config Assistant to create Oracle BI 12c Domain Automated RCU stage Manual RCU repository creation still possible (enhanced RCU utility) Create RCU SQL Scripts for DBAs Offers DBA transparency and tighter control over required DB artifacts

Installation & Configuration WebLogic Server 12c Invoke the WebLogic Server Installer

Installation & Configuration Oracle BI 12c Invoke the Oracle BI 12c Installer

Installation & Configuration Oracle BI 12c Configuration Invoke the Oracle BI Config Assistant Alternative Options for Initial Application RCU Flow for Existing Schemas Note Exalytics Specific Option RCU Flow to Create New Schemas (Only on Exalytics) (No need to run RCU separately) Copyright 2015, Oracle and/or its affiliates. All rights reserved.

Alternative RCU Flow Manual Creation / Scripts Invoke the Repository Creation Utility (RCU) from this location after the installation of Oracle BI 12c binaries New Option to Create Scripts for DBA

http://docs.oracle.com/middleware/1213/core/ascon/terminology.htm#ascon11233 Oracle BI 12c Directory Structure Oracle Home Directory Structure Post Configuration Phase Migration tool (jar) located in /bi/migration-tool/jlib/ directory Oracle BI Domain located in /user_projects/domains/bi (see next slide for details)

Oracle BI 12c Directory Structure Oracle BI Domain Home Directory Structure of Oracle BI Domain Single Data Directory (SDD) Contains metadata service instances Configuration files located in /config/fmwconfig/biconfig/<co mponent> E.g. /config/fmwconfig/biconfig/obi S/NQSConfig.INI

Oracle BI 12c Directory Structure Oracle BI Domain Home Directory Structure of Oracle BI Domain The /bitools/bin/ directory contains scripts for process control, migration and other functionality

Deployment Options

Oracle BI HA and Deployment Options Points to Consider for HA for OBI Components (BIS, PS, CC) Active / Active Admin Server Failover Option Active / Passive (Cold Failover Cluster) Enterprise Deployment Guide Disaster Recovery http://docs.oracle.com/middleware/11119/core/ashia/bi.htm#ashia5187 59

Oracle BI 11g Product UI for Scale-out 60

Oracle BI 11g Product UI for Scale-Out Hosts in cluster Use to define components per instance 61

Installation & Configuration Configuring for High Availability (HA) / Scale-out Creates symmetric set of BI System components (BIPS, BIS, BISched, JH, CC) Automatic management of Active-Passive BISched and CC components

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Node Manager Admin Server Managed Server BI System Components SDD: DOMAIN_HOME/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Security Policy (App Roles) Config bi-environment.xml The following slides describe the process for performing a horizontal scale-outoforacle BI The starting point is an Oracle BI installation and the availability of shared storage The process uses command line scripts with the status available in Enterprise Manager FMW Control Shared Storage (e.g. NFS)

Prior to performing a scale-out operation, the initial status in EM FMW Control shows single instances of the BI system components

The potential single points of failure are highlighted

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server BI System Components Managed Server SDD: DOMAIN_HOME/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Config bi-environment.xml Security Policy (App Roles) Shared Storage (e.g. NFS) Install the Oracle BI binaries on the server on which you will be performing the scale out

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server BI System Components Managed Server Copy the SDD to shared storage SDD: DOMAIN_HOME/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Config bi-environment.xml Security Policy (App Roles) Shared Storage (e.g. NFS)

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server BI System Components Managed Server Copy the SDD to shared storage Config bi-environment.xml Shared Storage (e.g. NFS) SDD: NFS/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Security Policy (App Roles)

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server BI System Components Managed Server Update location of SDD in config file bi-environment.xml Config bi-environment.xml Shared Storage (e.g. NFS) SDD: NFS/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Security Policy (App Roles)

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server Managed Server BI System Components Config bi-environment.xml Run script to clone server 1 clone_bi_machine.sh -m server2 server2.domain.com /u01/pack.jar Copy resulting pack.jar file to server 2 Shared Storage (e.g. NFS) SDD: NFS/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Security Policy (App Roles)

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server Managed Server BI System Components Run script to unpack pack.jar on server 2 unpack.sh Config - domain=/u01/oracle/middleware/oracle_ Home/user_projects/domains/bi bi-environment.xml - template=/u01/pack.jar Shared Storage (e.g. NFS) SDD: NFS/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Security Policy (App Roles)

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server BI System Components Managed Server Node Manager Managed Server BI System Components Config bi-environment.xml Config bi-environment.xml Start Nodemanager on Server 2 and start the BI Shared services Storage (e.g. NFS) SDD: NFS/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Security Policy (App Roles)

Oracle BI 12c Architecture High Availability / Scale-out Oracle BI Domain Server 1 Oracle BI Domain Server 2 Node Manager Admin Server BI System Components Managed Server Node Manager Managed Server BI System Components Config bi-environment.xml Config bi-environment.xml Shared Storage (e.g. NFS) SDD: NFS/bidata/ Service Instance: service1 Datamodel (RPD) Catalog (Webcat) Security Policy (App Roles)

High Availability for Oracle BI Oracle BI EE achieves high availability through Process replication Highly available storage (database and shared file system) Connectivity to servers via virtual IPs (VIPs) To provide a highly available system, OBI EE requires the following external services: A fault tolerant HTTP load balancer A highly available shared file system A highly available database for Oracle BI Scheduler and fact tables 74

High Availability for Oracle BI The following system components must be replicated: Presentation Services Cluster Controller Oracle BI Scheduler BI Server JavaHost All Oracle BI Servers participating in the cluster must be within the same domain and on the same LAN subnet Geographically separated computers are not supported. The clock on each server participating in a cluster must be kept in synchronization. Out-of-sync clocks can skew reporting. 75

High Availability for Oracle BI The following persistent data sources must be placed on the highly available shared file system: RPD publishing directory: The server metadata is contained in the repository file (.rpd file) that is local to each BI Server. One BI Server is designated as a Master. Online changes to the rpd file are made on the Master BI Server, and these changes are replicated to other members of the cluster. Oracle BI Presentation Catalog Global cache (optional, but advisable for higher performance). The global cache capability offers support for a common query cache that stores cache seeding and purging events. The global cache is visible to all BI Servers in the cluster. Scheduler scripts 76

High Availability for Oracle BI Run one Managed Server on each computer in the deployment. The Oracle Business Intelligence installer automatically provisions one Managed Server. Do not disable or remove it. It is not necessary to run multiple Managed Servers on a given computer. Do not remove individual Java components They perform essential services for the system. Keep a full set of Java components on each Managed Server. Any unused components likely do not have a significant performance impact. 77

High Availability for Oracle BI You can decide based on observed load which system components to run on each computer. You can have zero or more of each component type on a given computer in the deployment. For example, you could have three Oracle BI Servers, two JavaHosts, and four Presentation Services components. You do not need to scale any configured HTTP servers along with either the Managed Servers or system components HTTP server configuration is independent of the number of processes that you run. 78

Active Active

Active - Active An Active-Active system deploys two or more active system instances All instances handle requests concurrently Advantages: Provides High Availability Minimal System Downtime Highly Scalable Architecture Disadvantages: Requires a Load Balancer Requires Shared Storage 80

Active Active WLS Admin Server Failover Deployed as a singleton Active-Active not possible Not essential for WLS managed server availability Can be deployed on shared storage to enable failover Detailed procedure documented in Enterprise Deployment Guide (EDG) Initial deployment of the Administration Server and the bi_server1 Managed Server on the shared disk that is mounted on the server used for the initial deployment Manual migration of the bi_server1 Managed Server domain information to the local file system of the server used for this deployment 81

WebTier WLS Java Components OBIEE System Components 82

Oracle BI Presentation Server HA Considerations

Oracle BI Presentation Server HA Considerations An initial user session request can go to any Presentation Services instance in the cluster Each user is then bound to a specific Presentation Services instance. Presentation Services communication with the BI Servers In a clustered environment, the first point of contact to the BI Servers is through the Cluster Controller. The Cluster Controller assigns the Oracle BI Server instance to which Presentation Services connects. The connection to the Oracle BI Server establishes over ODBC, and subsequent requests in the same session go directly from Presentation Services to the assigned Oracle BI Server. The ODBC session between Presentation Services and the Oracle BI Server is stateful and must maintain affinity for the session lifetime. 84

Oracle BI Presentation Server HA Considerations Oracle BI Domain Server 1 Server 2 WebLogic Domain Managed Server Cluster Node 1 Action Service BI Office Web Service SOA BI Plugin BI Publisher Security Node Manager Managed Server Cluster Node 2 Action Service BI Office Web Service SOA BI Plugin BI Publisher Security Node Manager Admin Server Admin Server Admin Console Enterprise Mgr Admin Console Enterprise Mgr BI System Component Cluster Oracle BI System Components BI Server BI Scheduler Presentation Server Java Host Oracle BI System Components BI Server BI Scheduler Presentation Server Java Host OPMN Cluster Controller OPMN Cluster Controller End User Requests come via Cluster Controller

Oracle BI Presentation Server HA Considerations Oracle BI Domain Server 1 Server 2 WebLogic Domain Managed Server Cluster Node 1 Action Service BI Office Web Service SOA BI Plugin BI Publisher Security Node Manager Managed Server Cluster Node 2 Action Service BI Office Web Service SOA BI Plugin BI Publisher Security Node Manager Admin Server Admin Server Admin Console Enterprise Mgr Admin Console Enterprise Mgr BI System Component Cluster Oracle BI System Components BI Server BI Scheduler Presentation Server Java Host Oracle BI System Components BI Server BI Scheduler Presentation Server Java Host OPMN Cluster Controller OPMN Cluster Controller A BI Server could be communicating with a Presentation Server across Copyright the 2015, Oracle cluster and/or its for affiliates. a given All rights reserved. user session

Oracle BI Presentation Server HA Considerations Communication with Oracle BI Scheduler Presentation Services first contacts the Cluster Controller, which relays the active Oracle BI Scheduler instance. Presentation Services then establishes a session with the appropriate Oracle BI Scheduler instance 87

Oracle BI Presentation Server HA Considerations Oracle BI Presentation Services Failure Web Clients Although an initial user session request can go to any Presentation Services instance, each user is then bound to a specific Presentation Services instance. Loss of that Presentation Services instance disconnects the session, and an error is relayed back to the browser. Any work in progress during the loss of the server that was not saved to disk is lost. The user must log in again to establish a new connection to an available Presentation Services instance. If user login is taking place using a Single Sign-On system such as Oracle Single Sign-On, then this relogin occurs automatically. The new Presentation Services session will create a new BI Server session. 88

Oracle BI Presentation Server HA Considerations Oracle BI Presentation Services Failure Agents An error is relayed to the Oracle BI Scheduler, which logs the failure and then retries the job. The retry establishes a new connection to an available Presentation Services. 89

Oracle BI Server HA Considerations

Oracle BI Server HA Considerations Multiple Oracle BI Servers can be configured in the OBI HA cluster The Cluster Controller dispatches requests from Oracle BI Presentation Services to an active member of this cluster. When a BI Server failure occurs, an ODBC error goes to the appropriate client: Presentation Services: Each web user has requests that one BI Server serves. If the BI Server is unavailable, the user might see an error. However, a browser refresh makes a new session establish with an available BI Server. Note that the Presentation Services component performs this arbitration on behalf of its users. 91

Oracle BI Server HA Considerations When a BI Server failure occurs, an ODBC error goes to the appropriate client: Administration Tool: The Administration Tool relays the ODBC error when the BI Server that it connects to becomes unavailable, and then closes the connection. The administrator must use the Administration Tool to reconnect. Agents: When BI Server failure occurs, the error relays to the Oracle BI Scheduler, which logs the failure and retries the job. A connection then establishes with an available BI Server. 92

Oracle BI Cluster Controller HA Considerations

Oracle BI Cluster Controller HA Considerations The Cluster Controller is the first point of contact for a new BI Server or Oracle BI Scheduler session from Presentation Services and other clients The Cluster Controller deploys in active-passive configuration: Primary Cluster Controller: The active cluster controller. Secondary Cluster Controller: Assumes the role of active Cluster Controller if the Primary Cluster Controller is unavailable. By default, the first Cluster Controller that you configure in your Oracle Business Intelligence installation is the primary Cluster Controller. 94

Oracle BI Cluster Controller HA Considerations The Cluster Controller determines which Oracle BI Server in the cluster should receive incoming requests based on Oracle BI Server availability and load It also monitors the server operation in the cluster, including the Oracle BI Scheduler instances. The Cluster Controller supports: Detection of server and Oracle BI Scheduler failures. Failover for ODBC clients if their servers fail. The Cluster Controller also determines the active Oracle BI Scheduler instance at run time. 95

Oracle BI Cluster Controller HA Considerations The Cluster Controller supports detection of BI Server or Oracle BI Scheduler failures and failover for clients of failed servers The Cluster Controller works on an active-passive model All clients first attempt to connect to the primary Cluster Controller, if unavailable, clients then connect to the secondary Cluster Controller The secondary Cluster Controller then directs requests to BI Servers based on load and availability, and to the active Oracle BI Scheduler instance If the primary later becomes available, then all requests go to the primary again If both Cluster Controllers are unavailable, Presentation Services returns an error to any new user attempting to login Existing sessions are not affected. 96

Active Passive

Active - Passive (Cold Failover Cluster) An Active-Passive system deploys an active instance that handles requests and a passive instance that is on standby. Also known as a Cold Failover Cluster Advantages: Increased Availability over Single Instance Less Costly than Active-Active Load Balancer not required Disadvantages: Not as scalable as Active-Active Longer Downtime than Active-Active 98

Active / Passive (Cold Failover Cluster) 99

Active / Passive (Cold Failover Cluster) Shared Storage: A key property of a Cold Failover Cluster The passive instance in an active-passive configuration has access to the same Oracle binaries, configuration files, domain directory, and data as the active instance. This access is configured by placing these artifacts in storage that all participating nodes in the Cold Failover Cluster configuration can access Typically the active node has shared storage mounted, while the passive node's is unmounted but accessible if the node becomes active. Shared storage can be a dual-ported disk device accessible to both the nodes or a device-based storage such as a NAS or a SAN. You can install shared storage on a regular file system With Cold Failover Cluster, you mount the volume on one node at a time. 100

Active / Passive (Cold Failover Cluster) Virtual hostname: In a Cold Failover Cluster solution, two nodes share a virtual hostname and a virtual IP Provides a single system view of the deployment Only the active node can use this virtual IP at any one time When the active node fails and the standby node is made active, the virtual IP moves to the new active node. The new active node now services all requests through the virtual IP. For example, if hostnames of a cluster are node1.example.com and node2.example.com, the name cfcvip.example.com provides the single view of this cluster In the DNS, cfcvip.example.com maps to the virtual IP, which floats between node1 and node2. 101

Active / Passive (Cold Failover Cluster) Planned Switchover and Unplanned Failover: The high-level steps for switch-over to the standby node are as follows: Stop the middle-tier service on the primary node if the node is still available. Fail over the virtual IP from the current active node to the passive node. Bring it down on the current node then enable it and bring it up on the passive node. Fail over the shared disk from the current active node to the passive node. This involves unmountingthe shared disk from the current node and mounting it on the passive node. Start the middle-tier service on the passive node, which becomes active. 102

Active / Passive (Cold Failover Cluster) To create an active-passive topology for Oracle BI Install the component as a single instance configuration using a shared disk. That is, the Middleware home, the Instance home (for system components) and the domain directory (for a WebLogic deployment on a shared disk). Everything that fails over as a unit should be on a shared disk (including WebCatalog and RPD) After the installation, transform the deployment into a Cold Failover Cluster deployment and configure it to listen on a Virtual IP The Virtual IP is configured on the current active node. It fails over, along with the Oracle Fusion Middleware deployment, to the passive node when failure occurs. http://docs.oracle.com/middleware/11119/core/ashia/ap.htm#chdcjbdh 103

Enterprise Deployment Guide

Enterprise Deployment Guide The Enterprise Deployment Guide (EDG) defines an architectural blueprint that captures Oracle's recommended best practices for a highly available and secure Oracle Business Intelligence deployment The best practices described in this blueprint use Oracle products from across the technology stack, including Oracle Database, Oracle Fusion Middleware, and Oracle Enterprise Manager Fusion Middleware Control http://docs.oracle.com/middleware/11119/bisuite/biedg/toc.htm 105

Enterprise Deployment Diagram (EDG) Documented Best Practice Database Security Middle tier Cluster Firewall Configuration Tested by Oracle

Disaster Recovery

Disaster Recovery It is different to High Availability Protection of services in cases of natural disaster Typically at an alternative geographic location May be fewer services or resources at standby site Relies on shared storage and replication Synchronize the Application Tier after changes and patching Synchronize the DB Tier (RCU schemas) 108

Disaster Recovery 109

Enterprise Management and Lifecycle Comprehensive Support in Enterprise Manager Unified systems management Across all components / entire lifecycle Performance monitoring & tuning Diagnostics & troubleshooting Across single instance & clusters 1-click scale-out & online clustering Dynamic capacity management Lifecycle and Management Develop, test, deploy Scale-out & tune Patch & upgrade cycles

Oracle BI EE Management Pack Key benefits Reduce Costs Automated discovery and tracking of Business Intelligence components and configurations Reduce mean time to resolution Improve Service Levels Proactive monitoring of end-user performance and availability Monitor key performance indicators and metrics Align with Business Demands Make optimization decisions based on clearly defined KPI s Create Service Level Agreements and Dashboards

Oracle BI EE Management Pack Manage your OBIEE11g/Exalytics environment New OBIEE11g target types with home pages BI Instance, BI Presentation Server, BI Cluster Controller, BI Java Host, BI Scheduler, BI Server Essbase Server, Essbase Application Guided discovery for Stand-alone or Exalytics deployments Process Control for Instances & Components HA recommendations based on current setup

Oracle BI EE Management Pack Track and Diagnose Log viewer integration Search and diagnose across your BI or Exalytics instance Log file monitoring Set thresholds on custom patterns in BI log files Configuration Management View, Search and compare configurations between components and across instances Dashboards reports for usage and failures Scheduler reports for failed and scheduled jobs

Based on Oracle Platform Security Services (OPSS) Standards-based, portable, integrated, enterprise-grade security framework for Java applications Underlying security platform that provides security to Oracle Fusion Middleware Abstraction layer in the form of standards-based programming interfaces (APIs) that insulate applications from security infrastructure 117

Oracle BI Security Strong security Comprehensive SSL Encrypted metadata catalog Report encryption, watermarking & signing Authentication & Single Sign-On Integrates with corporate directories / SSO Externalizes authentication Easy to configure & setup Application roles & authorization Comprehensive set of application roles Externalized for all metadata & data Flexible authorization model 118

What are Application Roles? Oracle Business Intelligence Roles Users Application Roles / Policies Groups Users LDAP Identity Store 119

What are Application Roles? Enterprise Manager Management of Application Roles Mapping to LDAP Users / Groups 120

<Insert Picture Here> What security mechanisms do we support? http://www.oracle.com/technetwork/middleware/ias/downloads/fusion -certification-100350.html http://www.oracle.com/technetwork/middleware/bi-enterpriseedition/bi-11gr1certmatrix-166168.xls

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