Professional Documents
Culture Documents
50102GC20
Production 2.0
May 1999
M08761
Data Warehousing
Fundamentals
Volume 1 Student Guide
Authors
Chon S. Chua
Richard Green
Technical Contributors
and Reviewers
Jackie Collins
Jennifer Jacoby
Mike Schmitz
John Haydu
Russ Pitts
Lauran Serhal
Brian Pottle
Donna Corrigan
Patricia Moll
Harry Penbert
SuiWah Chan
Joel Barkin
Steve Dressler
Publisher
Tony McGettigan
Copyright Oracle Corporation, 1999. All rights reserved.
This documentation contains proprietary information of Oracle Corporation. It is
provided under a license agreement containing restrictions on use and disclosure
and is also protected by copyright law. Reverse engineering of the software is
prohibited. If this documentation is delivered to a U.S. Government Agency of the
Department of Defense, then it is delivered with Restricted Rights and the
following legend is applicable:
Restricted Rights Legend
Use, duplication or disclosure by the Government is subject to restrictions for
commercial computer software and shall be deemed to be Restricted Rights
software under Federal law, as set forth in subparagraph (c) (1) (ii) of DFARS
252.227-7013, Rights in Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means
without the express prior written permission of Oracle Corporation. Any other
copying is a violation of copyright law and may result in civil and/or criminal
penalties.
If this documentation is delivered to a U.S. Government Agency not within the
Department of Defense, then it is delivered with Restricted Rights, as defined in
FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).
The information in this document is subject to change without notice. If you find
any problems in the documentation, please report them in writing to Education
Products, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores,
CA 94065. Oracle Corporation does not warrant that this document is error-free.
Data Warehouse MethodA Methodology for Designing Data Warehouse,
SQL*Loader, PL/SQL, Pro*C, Oracle7, Oracle8, and Oracle8i, Distributed Option,
Parallel Query Option, Parallel Server Option, Media Server, Spatial Data Option,
ConText Option, Video Server, Text Server, WebServer, Oracle Universal Server
ROLAP Option, Express Server, Web-enabled Express Server, SQL*Net,
Developer/2000, Relational Access Manager, Discoverer, Designer/2000,
SQL*Bridge, Transparent Gateway Developers Kit, Procedural Gateway
Developers Kit, Express, Express Analyzer, Express Objects, Sales Analyzer,
and Financial Analyzer are product names, trademarks, or registered trademarks
of Oracle Corporation.
All other products or company names are used for identification purposes only
and may be trademarks of their respective owners.
.....................................................................................................................................................
Data Warehousing Fundamentals iii
.....................................................................................................................................................
Contents
Preface
Profile xi
Related Publications xiv
Typographic Conventions xv
Lesson 1: Introduction
Course Objectives 1-3
Agenda 1-5
Questions About You 1-9
Lesson 2: Meeting a Business Need
Overview 2-3
Unsuitability of OLTP Systems for Complex Analysis 2-5
Management Information Systems and Decision Support 2-7
Data Extract Processing 2-9
Business Drivers for Data Warehouses 2-15
Current Situation and Growth of Data Warehousing 2-19
Typical Uses of a Data Warehouse 2-21
Summary 2-23
Practice 2-1 2-25
Lesson 3: Defining Data Warehouse Concepts and Terminology
Overview 3-3
Data Warehouse Definition 3-5
Data Warehouse Properties 3-7
Data Warehouse Terminology 3-21
Components of a Data Warehouse 3-25
Oracle Warehouse Vision, Products, and Services 3-31
Summary 3-41
Practice 3-1 3-43
Lesson 4: Driving Implementation Through a Methodology
Overview 4-3
Warehouse Development Approaches 4-5
The Need for an Iterative and Incremental Methodology 4-13
.....................................................................................................................................................
iv Data Warehousing Fundamentals
.....................................................................................................................................................
Contents
Oracle Data Warehouse Method 4-15
DWM Fundamental Elements 4-19
Oracle Warehouse Technology Initiative (WTI) 4-57
Summary 4-61
Practice 4-1 4-63
Lesson 5: Planning for a Successful Warehouse
Overview 5-3
Managing Financial Issues 5-5
Obtaining Business Commitment 5-9
Managing a Warehouse Project 5-15
Identifying Planning Phases 5-29
Identifying Warehouse Strategy Phase Deliverables 5-31
Identifying Project Scope Phase Deliverables 5-35
Summary 5-41
Practice 5-1 5-43
Lesson 6: Analyzing User Query Needs
Overview 6-3
Types of Users 6-5
Gathering User Requirements 6-7
Managing User Data Access 6-9
Security 6-21
OLAP 6-25
Query Access Architectures 6-47
Summary 6-51
Practice 6-1 6-53
Lesson 7: Modeling the Data Warehouse
Overview 7-3
Data Warehouse Database Design Phases 7-5
Phase One: Defining the Business Model 7-7
Phase Two: Creating the Dimensional Model 7-17
Data Modeling Tools 7-39
.....................................................................................................................................................
Data Warehousing Fundamentals v
.....................................................................................................................................................
Contents
Summary 7-41
Practice 7-1 7-43
Lesson 8: Choosing a Computing Architecture
Overview 8-3
Architecture Requirements 8-5
The Hardware Architecture 8-7
Database Server Requirements 8-29
Parallel Processing 8-33
Summary 8-39
Practice 8-1 8-41
Lesson 9: Planning Warehouse Storage
Overview 9-3
The Server Data Architecture 9-5
Protecting the Database 9-17
Summary 9-27
Practice 9-1 9-29
Lesson 10: Building the Warehouse
Overview 10-3
Extracting, Transforming, and Transporting Data 10-5
Extracting Data 10-13
Examining Data Sources 10-15
Extraction Techniques 10-23
Extraction Tools 10-35
Summary 10-39
Practice 10-1 10-41
Lesson 11: Transforming Data
Overview 11-3
Importance of Data Quality 11-5
Transformation 11-13
Transforming Data: Problems and Solutions 11-17
Transformation Techniques 11-33
.....................................................................................................................................................
vi Data Warehousing Fundamentals
.....................................................................................................................................................
Contents
Transformation Tools 11-53
Summary 11-57
Practice 11-1 11-59
Lesson 12: Transportation: Loading Warehouse Data
Overview 12-3
Transporting Data into the Warehouse 12-5
Building the Transportation Process 12-11
Transporting the Data 12-15
Postprocessing of Loaded Data 12-25
Summary 12-39
Practice 12-1 12-41
Lesson 13: Transportation: Refreshing Warehouse Data
Overview 13-3
Capturing Changed Data 13-5
Limitations of Methods for Applying Changes 13-25
Purging and Archiving Data 13-33
Final Tasks 13-39
Selecting ETT Tools 13-43
Summary 13-51
Practice 13-1 13-53
Lesson 14: Leaving a Metadata Trail
Overview 14-3
Defining Warehouse Metadata 14-5
Developing a Metadata Strategy 14-11
Examining Types of Metadata 14-19
Metadata Management Tools 14-33
Common Warehouse Metadata 14-35
Summary 14-37
Practice 14-1 14-39
Lesson 15: Supporting End-User Access
Overview 15-3
.....................................................................................................................................................
Data Warehousing Fundamentals vii
.....................................................................................................................................................
Contents
Business Intelligence 15-5
Multidimensional Query Techniques 15-7
Categories of Business Intelligence Tools 15-9
Data Mining in a Warehouse Environment 15-19
Oracle Data Mining Partners 15-33
Summary 15-35
Practice 15-1 15-37
Lesson 16: Web-Enabling the Warehouse
Overview 16-3
Accessing the Warehouse Over the Web 16-5
Common Web Data Warehouse Architecture 16-9
Issues in Deploying a Data Warehouse on the Web 16-11
Evaluating Web-Based Tools 16-19
Summary 16-23
Practice 16-1 16-25
Lesson 17: Managing the Data Warehouse
Overview 17-3
Managing the Transition to Production 17-5
Managing Growth 17-19
Managing Backup and Recovery 17-33
Identifying Data Warehouse Performance Issues 17-45
Summary 17-51
Appendix A: Practice Solutions
Practice 2-1 A-2
Practice 3-1 A-4
Practice 4-1 A-7
Practice 5-1 A-11
Practice 6-1 A-12
Practice 7-1 A-13
Practice 8-1 A-14
Practice 9-1 A-15
.....................................................................................................................................................
viii Data Warehousing Fundamentals
.....................................................................................................................................................
Contents
Practice 10-1 A-18
Practice 11-1 A-20
Practice 12-1 A-21
Practice 13-1 A-23
Practice 14-1 A-24
Practice 15-1 A-26
Practice 16-1 A-28
Glossary
.................................
Preface
.....................................................................................................................................................
Data Warehousing Fundamentals xi
.....................................................................................................................................................
Profile
Profile
Before You Begin This Course
This course is the entry-level course in the Data Warehousing curriculum. Therefore,
there are no prerequisites to this course.
Prerequisites
There are no prerequisites for this course.
How This Course Is Organized
Data Warehousing Fundamentals is an instructor-led course featuring lecture and
paper and pencil exercises as well as group discussions to reinforce the concepts and
skills introduced.
Lesson Aim
Lesson 1:
Introduction
In this lesson, the class format is reviewed, the class agenda is
described, and students introduce themselves. Because this class is
expected to appeal to a broad audience, the introduction will give
the instructor an idea of the composition of the class in terms of
data warehouse knowledge, Oracle knowledge, and the specific
role that each student plays with regard to data warehousing.
Lesson 2: Meeting a
Business Need
This lesson examines how data warehousing has evolved from
early management information systems to todays decision support
systems. The primary motivating factors for data warehouse
creation are explored. The types of industries employing data
warehouse are considered.
Lesson 3: Defining
Data Warehouse
Concepts and
Terminology
This lesson introduces the Oracle definition of a data warehouse.
The lesson offers a general description of the properties of a data
warehouse. The standard components and tools required to build,
operate, and use a data warehouse are identified.
Lesson 4: Driving
Implementation
Through a
Methodology
This lesson introduces the Oracle Data Warehouse Method
(DWM), a methodology employed by Oracle Consulting Services
for incremental development of a total warehouse solution using a
phased development approach. Partnering initiatives launched by
Oracle are described.
Lesson 5: Planning
for a Successful
Warehouse
This lesson introduces the planning that is critical to the success of
a data warehouse project. Planning phases, deliverables, and
project roles are identified. Overall warehouse strategy and project
scope are defined.
.....................................................................................................................................................
xii Data Warehousing Fundamentals
.....................................................................................................................................................
Preface
Lesson 6: Analyzing
User Query Needs
This lesson identifies the analysis required to identify and
categorize users that may need to access data from the warehouse,
and how their requirements differ. Data access and reporting tools
are considered.
Lesson 7: Modeling
the Data Warehouse
This lesson examines the role of data modeling in a data
warehousing environment. The lesson presents a very high level
overview of warehouse modeling steps. You consider the different
types of models that can be employed, such as the star schema.
Tools available for warehouse modeling are introduced.
Lesson 8: Choosing a
Computing
Architecture
This lesson examines the computer architectures that commonly
support data warehouses. The benefits of each hardware
architecture and reasons for using distributed warehouses are
examined. Students examine the technology requirements of a
database server for warehousing.
Lesson 9: Planning
Warehouse Storage
This lesson examines the database setup and management issues
such as partitioning, indexing, and ways to protect your database.
Lesson 10: Building
the Warehouse
In this lesson, you explore the sources of data for the data
warehouse data. You consider how the extraction and
transformation processes take data from source systems and
change it into data that is acceptable to the users of the data
warehouse. The lesson also describes typical data anomalies and
looks at ways to eliminate them.
Lesson 11:
Transforming Data
In this lesson, you explore how the transformation process
transforms data from source systems into data suitable for end user
query and analysis applications.
Lesson 12:
Transportation:
Loading Warehouse
Data
In this lesson, you examine how the extracted and transformed data
is transported into the warehouse.
Lesson 13:
Transportation:
Refreshing
Warehouse Data
In this lesson, you examine methods for updating the warehouse
with changed data, after the first-time load.
Lesson Aim
.....................................................................................................................................................
Data Warehousing Fundamentals xiii
.....................................................................................................................................................
Profile
Lesson 14: Leaving a
Metadata Trail
This lesson focuses on the concept of warehouse metadata, and the
role it plays in a well-developed and managed warehousing
environment.
Lesson 15:
Supporting End-User
Access
This lesson investigates the ways that users may access the data in
the data warehouse. Students are introduced to the concept of
business intelligence. The lesson discusses the discovery model
used by mining tools, and the reasons enterprises are looking at
data mining solutions for discovery of information.
Lesson 16: Web-
Enabling the
Warehouse
This lesson discusses how to take advantage of the Web to deploy
data warehouse information. It addresses internal and external
access, as well as the advantages of Web-enabling a data
warehouse. The lesson outlines the steps involved in deploying a
Web-enabled data warehouse. Challenges in deploying a Web-
enabled data warehouse are also discussed.
Lesson 17: Managing
the Data Warehouse
This lesson explores the management issues, critical success
factors, and challenges to successful data warehouse
implementation. The lesson addresses issues pertaining to the
management of the entire warehouse life cycle.
Lesson Aim
.....................................................................................................................................................
xiv Data Warehousing Fundamentals
.....................................................................................................................................................
Preface
Related Publications
Oracle Publications
Additional Publications
Oracle DBA Handbook, Loney, Kevin, Osborne McGraw-Hill; ISBN: 007882406.
Oracle: The Complete Reference, Koch, George and Kevin Loney; Oracle Press;
ISBN: 007882396X.
The Data Warehouse Toolkit, Kimball, Ralph; John Wiley & Sons; ISBN:
0471153370.
Building the Data Warehouse, Inmon, W.; John Wiley & Sons; ISBN:
0471141615.
Oracle8 Data Warehousing, Dodge, Gary and Gorman, T.; John Wiley & Sons;
ISBN: 0471199524.
The Data Warehouse Lifecycle Toolkit: Expert Methods for Designing,
Developing, and Deploying Data Warehouses, Kimball, Ralph and others; John
Wiley & Sons, 1998; ISBN: 0471255475.
Data Warehouse Design Solutions, Adamson, C. and Venerable, M.; John Wiley &
Sons, 1998; ISBN 0-471-25195-X.
Data Warehousing:Architecture and Implementation, Humphries, M. et. al.,
Prentice Hall PTR, 1999; ISBN: 0-13-080902-0.
Web Sites
Data Warehouse Institute Web site, at http://www.dw-institute.com/
index.htm
The Data Warehouse Information Center Web site, at http://
pwp.starnetinc.com/larryg/index.html
The Data Warehouse.com Web site, at http://data-warehouse.com/
The Data Warehouse Knowledge Center Web site, at http://
www.datawarehouse.org
Title URL
Oracle8i for Data Warehousing: Fast and Simple for More
Data and More Users (Nov 1998)
http://
websight.us.oracle
.com
Large Scale Data Warehousing with Oracle8i, Winter
Corporation Sponsored Research Program
http://
websight.us.oracle
.com
DWM Handbook V1.0.0
.....................................................................................................................................................
Data Warehousing Fundamentals xv
.....................................................................................................................................................
Typographic Conventions
Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if
there is a glossary)
The algorithm inserts the new key.
Caps and lowercase Buttons,
check boxes,
triggers,
windows
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger . . .
Open the Master Schedule window.
Courier new,
case sensitive
(default is
lowercase)
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Code output: debug.seti(I,300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: Use tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Initial cap Graphics labels
(unless the term is a
proper noun)
Customer address (but Oracle Payables)
Italic Emphasized words
and phrases,
titles of books
and courses,
variables
Do not save changes to the database.
For further information, see Oracle7 Server
SQL Language Reference Manual.
Enter user_id@us.oracle.com, where
user_id is the name of the user.
Quotation marks Interface elements
with long names
that have only
initial caps; lesson
and chapter titles in
cross-references
Select Include a reusable module
component and click Finish.
This subject is covered in Unit II, Lesson 3,
Working with Objects.
Uppercase SQL column
names, commands,
functions, schemas,
table names
Use the SELECT command to view
information stored in the LAST_NAME
column of the EMP table.
.....................................................................................................................................................
xvi Data Warehousing Fundamentals
.....................................................................................................................................................
Preface
Typographic Conventions in Code
Typographic Conventions in Navigation Paths
This course uses simplified navigation paths, such as the following example, to direct
you through Oracle Applications.
(N) Invoice>Entry>Invoice Batches Summary (M) Query>Find
(B) Approve
This simplified path translates to the following:
1 (N) From the Navigator window, select Invoice>Entry>Invoice Batches
Summary.
2 (M) From the menu bar, select Query>Find.
3 (B) Click the Approve button.
N = Navigator, M = Menu, B = Button
Arrow Menu paths Select File>Save.
Brackets Key names Press [Enter].
Commas Key sequences Press and release these keys one at a time:
[Alt], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously:
[Ctrl]+[Alt]+[Del]
Convention Element Example
Caps and lowercase Oracle Forms
triggers
When-Validate-Item
Lowercase Column names,
table names
SELECT last_name
FROM s_emp;
Passwords DROP USER scott
IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
Lowercase italic Syntax variables CREATE ROLE role
Uppercase SQL commands
and functions
SELECT userid
FROM emp;
Convention Element Example
.................................
1
Introduction
.....................................................................................................................................................
1-2 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 1: Introduction
Copyright Oracle Corporation, 1999. All rights reserved.
Course Objectives
After completing this course, you should be able to
do the following:
Explain why data warehousing is a popular
solution
Describe data warehousing terminology
Identify components of an implementation
Explain the important of employing a method
Identify modeling concepts
Identify the management and maintenance
processes
Copyright Oracle Corporation, 1999. All rights reserved.
Course Objectives
Identify the hardware platforms that can be
employed with a data warehouse
Identify the features of the database server
Identify tools that can be employed at each stage
Describe user profiles and techniques for querying
the warehouse
Identify data warehouse implementation issues
and challenges
Position the products for the Oracle warehouse
.....................................................................................................................................................
Data Warehousing Fundamentals 1-3
.....................................................................................................................................................
Course Objectives
Course Objectives
After completing this course, you should be able to the following:
Explain why data warehousing is a popular solution in todays information
technology environment
Describe the terminology used with data warehousing
Identify the standard components of a data warehouse implementation
Explain the importance of using a methodology for development, and specifically
identify the phases of the Oracle Data Warehouse Method
Identify and use data warehouse modeling concepts
Identify the different processes required to manage and maintain the warehouse
Identify the hardware platforms that can be employed with a data warehouse
Identify the features required of a database server for a warehouse implementation
Identify the tools that can be used at each phase during the data warehouse
development cycle
Describe user profiles and the techniques users may employ for querying the
warehouse
Identify data warehousing implementation issues and challenges
Position the products for the Oracle warehouse
.....................................................................................................................................................
1-4 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 1: Introduction
Copyright Oracle Corporation, 1999. All rights reserved.
Project Management
(Methodology, Maintaining Metadata)
Defining
DW Concepts
& Terminology
Planning
for a
Successful
Warehouse
Analyzing
User Query
Needs
Choosing a
Computing
Architecture
Modeling
the Data
Warehouse
Planning
Warehouse
Storage
Overview
ETT
(Building the
Warehouse)
Meeting a
Business
Need
Meeting a
Business
Need
Supporting
End User
Access
Managing
the Data
Warehouse
Copyright Oracle Corporation, 1999. All rights reserved.
Objectives
After completing this lesson, you should be able to
do the following:
Describe why an online transaction processing
(OLTP) system is not suitable for complex analysis
Describe how extract processing for decision
support querying led to data warehouse solutions
employed today
Explain why businesses are driven to employ data
warehouse technology
Identify some of the industries that employ data
warehouses
.....................................................................................................................................................
Data Warehousing Fundamentals 2-3
.....................................................................................................................................................
Overview
Overview
The top slide on the facing page is a road map representing the flow of the course. The
vertical box entitled Meeting a Business Need emphasizes that the warehouse is
business driven. The determination of the warehouse architecture, data model, and
user query needs all stem from business requirements. The horizontal box running
across the bottom represents the ongoing project management throughout the
warehouse lifecycle.
This lesson examines how data warehousing has evolved from early management
information systems to todays decision support systems. The primary motivating
factors for data warehouse creation are explored. The types of industries employing
data warehouse are considered.
Objectives
After completing this lesson, you should be able to do the following:
Describe why an online transaction processing (OLTP) system is not suitable for
complex analysis
Describe how extract processing for decision support querying led to data
warehouse solutions employed today
Explain why businesses are driven to employ data warehouse technology
Identify some of the industries that employ data warehouses
.....................................................................................................................................................
2-4 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 2: Meeting a Business Need
Copyright Oracle Corporation, 1999. All rights reserved.
Management Issues
Extract explosion
Extracts Operational systems Decision makers
.....................................................................................................................................................
Data Warehousing Fundamentals 2-9
.....................................................................................................................................................
Data Extract Processing
Data Extract Processing
DSS and Degradation
The problem of performance degradation was partially solved by using extract
processing techniques, which select data from one environment and transport it to
another environment for user access (a data extract).
Data Extract Program
The data extract program searches through files and databases, gathering data
according to specific criteria. The data is then placed into a separate set of files, which
may reside on another environment, for use by analysts for decision support activities.
Extract processing was a logical progression from decision support systems. It was
seen as a way to move the data from the high-performance, high throughput online
transaction processing systems onto client machines dedicated to analysis. Extract
processing also gave the user ownership of the data.
Management Issues with Data Extract Programs Although the principle of
extracts appears logical, and to some degree represents a model similar to the way a
data warehouse works, there are problems with processing extracts.
Extract programs may become the source for other extracts, and extract management
can become a full-time task for information systems departments. In some companies
hundreds of extract programs are run at any time.
.....................................................................................................................................................
2-10 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 2: Meeting a Business Need
Copyright Oracle Corporation, 1999. All rights reserved.
Productivity Issues
Duplicated effort
Multiple technologies
Obsolete reports
No metadata
Copyright Oracle Corporation, 1999. All rights reserved.
Advantages of Warehouse
Processing Environment
No duplication of effort
No need for tools to support many technologies
No disparity in data, meaning, or representation
No time period conflict
No algorithm confusion
No drill-down restrictions
.....................................................................................................................................................
Data Warehousing Fundamentals 2-13
.....................................................................................................................................................
Data Extract Processing
Transitioning from Extract Processing Environment to Warehouse
Processing Environment
There was a transition from decision support using data extracts to decision support
using the data warehouse. The data warehouse is a complete environment that requires
skill, knowledge, and commitment to put together, particularly for the very large scale
enterprise implementation.
The data warehouse environment is more controlled and therefore more reliable for
decision support than an extract environment. The data warehouse environment
supports your entire decision support requirements by providing high-quality
information, made available by accurate and effective cleansing routines and using
consistent and valid data transformation rules and documented presummarization of
data values. It contains one single source of accurate, reliable information that can be
used for analysis.
Advantages of the Warehouse Processing Environment over the Extract
Processing Environment The advantages of the warehousing processing
environment are listed below:
No duplication of effort
No need to consider using a query and reporting tool that supports more than one
technology
No disparity with the data and its meaning
No disparity with the way data is represented
No conflict over the time periods employed
No contention over the algorithms that have been used
No restriction on drill-down capabilities
.....................................................................................................................................................
2-14 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 2: Meeting a Business Need
Copyright Oracle Corporation, 1999. All rights reserved.
Business Motivators
Know the business
Reinvent to face new challenges
Invest in products
Invest in customers
Retain customers
Invest in technology
Improve access to business information
Be profitable
Provide superior services and products
Copyright Oracle Corporation, 1999. All rights reserved.
Business Motivators
Provide supporting information systems
Get quality information
Reduce costs
Streamline the business
Improve margins
.....................................................................................................................................................
Data Warehousing Fundamentals 2-15
.....................................................................................................................................................
Business Drivers for Data Warehouses
Business Drivers for Data Warehouses
Businesses in the nineties face challenges such as regulatory control, competition,
market maturity, product differentiation, customer behavior, and accelerated product
life cycles, all of which require businesses to develop market awareness,
responsiveness, adaptability, innovation, efficiency, and quality.
Critical Success Factors for a Dynamic Business Environment
In order to succeed in an ever-changing business environment a company must:
Know both the market they are in and their business (internally and externally).
Reinvent themselves to face new challenges. This may be changing product
requirements, diverse and effective services, or even changes in internal
organizational structures.
Invest in research and development of new product channels.
Invest in high-value customers who contribute greater returns to the business.
Retain existing customers and attract new customers.
Invest in new technology to support business needs.
Improve access to information so that they can make rapid decisions, based on an
accurate picture of the business.
Be profitable. At the same time, they must be able to invest in resources for the
future, such as technology and people.
Provide superior services and products to keep market share and maintain income.
Information Needed to Ensure Success
To support these strategies, a business needs to have:
Access to consistent and high-quality information on the behaviors of the business
and the external markets, so that they can constantly monitor the state of the
business.
Information that can help to reduce costs, streamline the business, and improve
margins.
.....................................................................................................................................................
2-16 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 2: Meeting a Business Need
Copyright Oracle Corporation, 1999. All rights reserved.
Technological Advances
Parallelism
Hardware
Operating system
Database
Query
Index
Applications
Large databases
64-bit architectures
Indexing techniques
Affordable, cost-effective
open systems
Robust warehouse tools
Sophisticated end user tools
8i
.....................................................................................................................................................
Data Warehousing Fundamentals 2-17
.....................................................................................................................................................
Business Drivers for Data Warehouses
Technology Needed to Support the Business Needs
Todays information technology climate provides you with cost-effective computing
resources in the hardware and software arena, Internet and intranet solutions, and
databases that can hold very large volumes of data for analysis, using a multitude of
data access technologies.
Technological Advances Enabling Data Warehousing
Technology (specifically open systems technology) is making it affordable to analyze
vast amounts of data, and hardware solutions are now more cost-effective.
Parallelism Recent advances in parallelism have benefited all aspects of computing:
Hardware environment
Operating system environment
Database management systems and all associated database operations
Query techniques
Indexing strategies
Applications
Other Factors
Very large volumes of data can be managed for warehouses greater than one
terabyte in size.
Recently introduced 64-bit architectures are increasing server capacity and speed.
Improved indexing techniques (bitmap index, hash index, star join) provide rapid
access to data.
Warehouse tools are becoming more robust and less expensive.
Licensing strategies are more effective and affordable.
Open systems are available.
Sophisticated, user-friendly, and intuitive tools are available to the user community
for all types of data warehouse access.
.....................................................................................................................................................
2-18 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 2: Meeting a Business Need
Copyright Oracle Corporation, 1999. All rights reserved.
Summary
This lesson covered the following topics:
Describing why an online transaction processing
(OLTP) system is not suitable for complex analysis
Describing how extracting processing for decision
support querying led to data warehouse solutions
employed today
Explaining why businesses are driven to employ
data warehouse technology
Identifying some of the industries that employ data
warehouses
.....................................................................................................................................................
Data Warehousing Fundamentals 2-23
.....................................................................................................................................................
Summary
Summary
This lesson covered the following topics:
Describing why an online transaction processing (OLTP) system is not suitable for
complex analysis
Describing how extracting processing for decision support querying led to data
warehouse solutions employed today
Explaining why businesses are driven to employ data warehouse technology
Identifying some of the industries that employ data warehouses
.....................................................................................................................................................
2-24 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 2: Meeting a Business Need
Copyright Oracle Corporation, 1999. All rights reserved.
Overview
Project Management
(Methodology, Maintaining Metadata)
Defining
DW Concepts
& Terminology
Defining
DW Concepts
& Terminology
Planning
for a
Successful
Warehouse
Analyzing
User Query
Needs
Choosing a
Computing
Architecture
Modeling
the Data
Warehouse
Planning
Warehouse
Storage
ETT
(Building the
Warehouse)
Meeting a
Business
Need
Supporting
End User
Access
Managing
the Data
Warehouse
Copyright Oracle Corporation, 1999. All rights reserved.
Objectives
After completing this lesson, you should be able to
do the following:
Identify a common, broadly accepted definition of
a data warehouse
Recognize some of the operational properties of a
data warehouse
Recognize common data warehousing terminology
Identify the functionality associated with each
component required for a successful data
warehouse implementation
Identify and position the Oracle Warehouse vision,
products, and services
.....................................................................................................................................................
Data Warehousing Fundamentals 3-3
.....................................................................................................................................................
Overview
Overview
The previous lesson covered how data warehousing has evolved from early
management information systems to todays decision support systems that meets a
business need. This lesson defines data warehouse concepts and terminology. Note
that the Defining Data Warehouse Concepts and Terminology block is highlighted in
the course road map on the facing page.
Specifically, this lesson introduces the Oracle definition of a data warehouse. The
lesson offers a general description of the properties of a data warehouse. The standard
components and tools required to build, operate, and use a data warehouse are
identified.
Objectives
After completing this lesson, you should be able to do the following:
Identify a common, broadly accepted definition of a data warehouse
Recognize some of the operational properties of a data warehouse
Recognize common data warehousing terminology
Identify the functionality associated with each component required for a successful
data warehouse implementation
Identify and position the Oracle Warehouse vision, products, and services
.....................................................................................................................................................
3-4 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 3: Defining Data Warehouse Concepts and Terminology
Copyright Oracle Corporation, 1999. All rights reserved.
Integrated
Data Warehouse OLTP Applications
Data on a given subject is defined and stored once.
Savings
Current
accounts
Loans
Customer
Copyright Oracle Corporation, 1999. All rights reserved.
Time-Variant
01/97
02/97
03/97
January
February
March
Data Warehouse
Time Data
Data is stored as a series of snapshots, each
representing a period of time.
1
997
19
97
1997
.....................................................................................................................................................
Data Warehousing Fundamentals 3-9
.....................................................................................................................................................
Data Warehouse Properties
Integrated
In many organizations, data resides in diverse independent systems, making it difficult
to integrate into one set of meaningful information for analysis. A key characteristic of
a warehouse is that data is completely integrated. Data is stored in a globally
acceptable manner, even when the underlying source data is stored differently. The
transformation and integration process can be time-consuming and costly. It requires
commitment from every part of the organization, particularly top-level managers who
make the decisions and allocate resources and funds.
Data Consistency You must deal with data inconsistencies and anomalies before the
data is loaded into the warehouse. Consistency is applied to naming conventions,
measurements, encoding structures, and physical attributes of the data.
Data Redundancy Data redundancy at the detail level in the warehouse
environment is eliminated; the warehouse only contains data that is physically selected
and moved into it; however, selective and deliberate redundancy in the form of
aggregates and summaries is required in the warehouse to improve the performance of
queries especially drill-down analysis.
Time-Variant
Warehouse data is by nature historical; it does not usually contain the current
transactional data. Data is represented over a long time horizon, from two to ten years,
compared with one to three months of data for a typical operational system. The data
allows for analysis of past and present trends, and for forecasting using what-if
scenarios.
Time Element The data warehouse always contains a key element of time, such as
quarter, month, week, or day, that determines when the data was loaded. The date may
be a single snapshot date, such as 10-JAN-97, or a range, such as 01-JAN-97 to
31-JAN-97.
Snapshots by Time Period Warehouse data is essentially a series of snapshots by
time periods that do not change.
Special Dates A time dimension usually contains all the dates required for analysis,
including special dates like holidays and events.
.....................................................................................................................................................
3-10 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 3: Defining Data Warehouse Concepts and Terminology
Copyright Oracle Corporation, 1999. All rights reserved.
Nonvolatile
Typically data in the data warehouse is not updated
or deleted.
Warehouse
Read
Insert Read
Update
Delete
Load
Operational
Copyright Oracle Corporation, 1999. All rights reserved.
Changing Data
Operational Databases
Warehouse Database
First time load
Refresh
Refresh
Refresh
Purge or Archive
.....................................................................................................................................................
Data Warehousing Fundamentals 3-11
.....................................................................................................................................................
Data Warehouse Properties
Nonvolatile
Typically, data in the data warehouse is read-only. Data is loaded into the data
warehouse for the first-time load, and then refreshed regularly. Warehouse data is
accessed by the business users. Warehouse operations typically involve:
Loading the initial set of warehouse data (often called the first-time load)
Refreshing the data regularly (called the refresh cycle)
Accessing the Data Once a snapshot of data is loaded into the warehouse, it rarely
changes. Therefore, data manipulation is not a consideration at the physical design
level. The physical warehouse is optimized for data retrieval and analysis.
Refresh Cycle The data in the warehouse is refreshed; that is, snapshots are added.
The refresh cycle is determined by the business users. A refresh cycle need not be the
same as the grain (level at which the data is stored) of the data for that cycle. For
example, you may choose to refresh the warehouse weekly, but the grain of the data
may be daily.
Changing Warehouse Data
The following operations are typical of a data warehouse:
The initial set of data is loaded into the warehouse, often called the first-time load.
This is the data by which you will measure the business, and the data containing
the criteria by which you will analyze the business.
Frequent snapshots of core data warehouse data are added, (more occurrences),
according to the refresh cycle and using data from the multiple source systems.
Warehouse data may need to be changed in other ways:
The data you are using to analyze the business may change, the data warehouse
must be kept up-to-date to keep it accurate.
The business determines how much historical data is needed for analysis, say five
years worth. Older data is either archived or purged.
Inappropriate or inaccurate data values may be deleted from or migrated out of the
data warehouse.
.....................................................................................................................................................
3-12 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 3: Defining Data Warehouse Concepts and Terminology
Copyright Oracle Corporation, 1999. All rights reserved.
Usage Curves
Operational system is predictable
Data warehouse
Variable
Random
.....................................................................................................................................................
Data Warehousing Fundamentals 3-13
.....................................................................................................................................................
Data Warehouse Properties
Data Warehouse Versus Online Transaction Processing (OLTP)
Response Time and Data Operations Data warehouses are constructed for very
different reasons than online transactional processing (OLTP) systems. OLTP systems
are optimized for getting data infor storing data as a transaction occurs. Data
warehouses are optimized for getting data outfor providing quick response for
analysis purposes.
Since there tends to be a high volume of activity in the OLTP environment, rapid
response is critical; whereas, data warehouse applications are analytical rather than
operational. Therefore slower performance is acceptable.
Nature of Data The data stored in each database varies in nature: the data
warehouse contains snapshots of data over time to support time-series analysis
whereas, the OLTP system stores very detailed data for a short time such as 30 to 60
days.
Data Organization The data warehouse is subject specific and supports analysis so
data is arranged accordingly. In order for the OLTP system to support subsecond
response, the data must be arranged to optimize the application. For example, an order
entry system may have tables which hold each of the elements of the order whereas a
data warehouse may hold the same data but arrange it by subject such as customer,
product, and so on.
Data Sources Since the data warehouse is created to support analytical activities,
data from a variety of sources can be integrated. The operational data store of the
OLTP system holds only internal data or data necessary to capture the operation or
transaction.
Usage Curves
Operational systems and data warehouses have different usage curves.
An operational system has a more predictable usage curve, the warehouse a less
predictable, more varied, and random usage curve.
Access to the warehouse varies not just on a daily basis, but may even be affected by
forces such as a seasonal variations. For this reason, you cannot expect the operational
system to handle heavy analytical queries (DSS) and continue to give good transaction
rates for the minute-by-minute processing required.
.....................................................................................................................................................
3-14 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 3: Defining Data Warehouse Concepts and Terminology
Copyright Oracle Corporation, 1999. All rights reserved.
User Expectations
Control expectations
Set achievable targets for query response
Set SLAs
Educate
Growth and use is exponential
Copyright Oracle Corporation, 1999. All rights reserved.
Enterprisewide Warehouse
Large scale implementation
Scopes the entire business
Data from all subject areas
Developed incrementally
Single source of enterprisewide data
Synchronized enterprisewide data
Single distribution point to dependent
data marts
.....................................................................................................................................................
Data Warehousing Fundamentals 3-15
.....................................................................................................................................................
Data Warehouse Properties
User Expectations
The difference in response time may be significant between a data warehouse and a
client-server environment fronted by personal computers. You must control the users
expectations regarding response. Set reasonable and achievable targets for query
response time, which can be assessed and proved in the first increment of
development. You can then define, specify, and agree on Service Level Agreements.
If users are accustomed to fast PC-based systems, they may find the warehouse
excessively slow. However, it is up to those educating the users to ensure that they are
aware of just how big the warehouse is, how much data is there, and of what the
benefit the information is both user and business.
Exponential Growth and Use
Once implemented, data warehouses continue to grow in size. Each time the
warehouse is refreshed more data is added, deleted, or archived. The refresh happens
on a regular cycle. Successful data warehouses grow very quickly, perhaps to a
magnitude of gigabytes a month and terabytes over time.
Once the success of the warehouse is proven, the use increases dramatically. Users
who may have been skeptical want access. Use often grows faster than expected.
Enterprisewide Data Warehouse
To summarize, an enterprisewide warehouse stores data from all subject areas within
the business for analysis by end users. The scope of the warehouse is the entire
business and all operational aspects within the business.
An enterprisewide warehouse is normally (and should be) created through a series of
incrementally developed solutions. Never create an enterprisewide data warehouse
under one project umbrella, it will not work.
With an enterprisewide data warehouse all users access the warehouse, which
provides:
A single source of corporate enterprisewide data.
A single source of synchronized data in the enterprisewide warehouse for each
subject area.
A single point for distribution of data to dependent data marts.
.....................................................................................................................................................
3-16 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 3: Defining Data Warehouse Concepts and Terminology
Copyright Oracle Corporation, 1999. All rights reserved.
Marketing
Sales
Finance
Human Resources
Dependent Data Mart
Data
Warehouse
Data Marts
External Data
Flat Files
Operational
Systems
Marketing
Sales
Finance
Copyright Oracle Corporation, 1999. All rights reserved.
Methodology
Ensures a successful data warehouse
Encourages incremental development
Provides a staged approach to an enterprisewide
warehouse
Safe
Manageable
Proven
Recommended
Copyright Oracle Corporation, 1999. All rights reserved.
Modeling
Warehouses differ from operational structures:
Analytical requirements
Subject orientation
Data must map to subject oriented information:
Identify business subjects
Define relationships between subjects
Name the attributes of each subject
Modeling is iterative
Modeling tools are available
.....................................................................................................................................................
Data Warehousing Fundamentals 3-25
.....................................................................................................................................................
Components of a Data Warehouse
Components of a Data Warehouse
Although every warehouse implementation varies, for every data warehouse there are:
Implementation methodologies
Design and modeling considerations
Operational and management processes to be developed
Data management considerations
User access reporting requirements and tools to be chosen
These are components and requirements that remain constant within any warehouse
development and production environment.
Methodology
Employing a methodology for the development of any system is always important. In
a warehouse environment even more so. The warehouse is such a big investment, in
every resource you can think of, that its success is essential.
To avoid failure of the warehouse implementation, you must employ a methodology
and keep to it. Failure is generally caused in two ways. The first cause of failure is that
the warehouse is not delivered on time, and the second is that the warehouse fails to
deliver what the business users need. A good method helps to manage expectations by
identifying clear deliverables.
Modeling
The warehouse may be modeled from scratch or using an existing operational model
that defines the operational systems. It is more common (and recommended) to model
from scratch, referencing the source systems available and identifying any gaps in data
needs.
The data warehouse is modeled in a different way from an operational system. First,
the structure needs to take into account the way data is analyzed, and the schema is
created accordingly. Second, the warehouse is based upon subjects (not functions), and
it is these subject areas that form the basis of the model.
Subject areas are modeled and implemented one at a time.
Modeling Tools You can use specific modeling tools, such as Oracle Designer/2000,
to model the warehouse initially and facilitate iterative development.
.....................................................................................................................................................
3-26 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 3: Defining Data Warehouse Concepts and Terminology
Copyright Oracle Corporation, 1999. All rights reserved.
Summary
This lesson covered the following topics:
Identifying a common, broadly accepted definition
of the data warehouse
Distinguishing the differences between OLTP
systems and analytical systems
Defining some of the common data warehouse
terminology
Identifying some of the elements and processes in
a data warehouse
Identifying and positioning the Oracle Warehouse
vision, products, and services
.....................................................................................................................................................
Data Warehousing Fundamentals 3-41
.....................................................................................................................................................
Summary
Summary
This lesson covered the following topics:
Identifying a common, broadly accepted definition of the data warehouse
Distinguishing the differences between OLTP systems and analytical systems
Defining some of the common data warehouse terminology
Identifying some of the elements and processes in a data warehouse
Identifying and positioning the Oracle Warehouse vision, products, and services
.....................................................................................................................................................
3-42 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 3: Defining Data Warehouse Concepts and Terminology
Copyright Oracle Corporation, 1999. All rights reserved.
Overview
Project Management
(Methodology, Maintaining Metadata)
Project Management
(Methodology, Maintaining Metadata)
Defining
DW Concepts
& Terminology
Planning
for a
Successful
Warehouse
Analyzing
User Query
Needs
Choosing a
Computing
Architecture
Modeling
the Data
Warehouse
Planning
Warehouse
Storage
ETT
(Building the
Warehouse)
Meeting a
Business
Need
Supporting
End User
Access
Managing
the Data
Warehouse
Copyright Oracle Corporation, 1999. All rights reserved.
Objectives
After completing this lesson, you should be able to
do the following:
Explain the different approaches to warehouse
development and the benefits of an incremental
approach
Identify the purpose of the Oracle Method
Discuss the purpose and fundamental elements of
the Oracle Consulting Data Warehouse Method
Identify the Data Warehouse Method as a series of
processes and approaches
Discuss the objectives of the Oracle Warehouse
Technology Initiative
.....................................................................................................................................................
Data Warehousing Fundamentals 4-3
.....................................................................................................................................................
Overview
Overview
The previous lesson covered data warehouse concepts and terminology. This lesson
discusses the need of driving a data warehouse implementation project through a
methodology. Note that the Project Management block is highlighted in the course
road map on the facing page.
Specifically, this lesson introduces the Oracle Data Warehouse Method, a
methodology employed by Oracle Consulting Services for incremental development
of a total warehouse solution by using a phased development approach. Partnering
initiatives launched by Oracle are described.
Objectives
After completing this lesson, you should be able to do the following:
Explain the different approaches to warehouse development and the benefits of an
incremental approach to development
Identify the purpose of the Oracle Method
Discuss the purpose and fundamental elements of the Oracle Consulting Data
Warehouse Method
Identify the Data Warehouse Method as a series of processes and approaches
Discuss the objectives of the Oracle Warehouse Technology Initiative
.....................................................................................................................................................
4-4 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Marketing
Top-Down Approach
Legacy data
Operations data
External data
sources
Sales
Data
warehouse
Data
marts
Users
Copyright Oracle Corporation, 1999. All rights reserved.
Top-Down Approach:
Advantages and Disadvantages
Advantages:
Provides a relatively quick implementation and
payback
Offers significantly lower risk
Emphasizes high-level business needs
Achieves synergy among subject areas
Disadvantages:
Requires an increase in up-front costs
Difficult to define the boundaries
May not be suitable unless the client needs
cross-functional reporting
.....................................................................................................................................................
Data Warehousing Fundamentals 4-9
.....................................................................................................................................................
Warehouse Development Approaches
Top-Down Incremental Approach
This is the fundamental approach recommended for data warehousing projects in the
Oracle Data Warehouse Method. In this approach, you do the following:
1 Analyze enterprise requirements to develop a conceptual information model and
warehouse road map including identifying and prioritizing subject areas.
2 Complete a model of a selected subject area, map to available data, and perform a
source system analysis.
3 Implement base technical architecture and establish metadata, extraction, and load
processes for the initial subject area.
4 Create and populate the initial subject area data mart within the overall warehouse
framework.
Advantages of the Incremental Top-Down Approach This approach has the
following advantages:
Provides a relatively quick implementation and payback. Typically, the scoping,
definition study, and initial implementation are scaled down so that they can be
completed in six to seven months.
Offers significantly lower risk because it avoids being as analysis heavy as the big
bang approach.
Emphasizes high-level business needs.
Achieves synergy among subject areas. Maximum information leverage is
achieved as cross-functional reporting and a single version of the truth are made
possible.
Disadvantages of the Incremental Top-Down Approach This approach has the
following disadvantages:
Requires an increase in up-front costs before the business sees any return on their
investment
Is difficult to define the boundaries of the scoping exercise if the business is global
May not be suitable unless the client needs cross-functional reporting
Note: An enterprise data warehouse is not always the right answer, but if you are
going to build an enterprise data warehouse, then this approach is by comparison the
best approach.
.....................................................................................................................................................
4-10 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Marketing
Bottom-Up Approach
Legacy data
Operations data
External data
sources
Sales
Data
warehouse
Data
marts
Copyright Oracle Corporation, 1999. All rights reserved.
Bottom-Up Approach:
Advantages and Disadvantages
Advantages:
Appealing to IT
Easier to get buy-in from IT
Disadvantages:
Requires source systems to encapsulate the
current business processes
Design may be out-of-date before delivery
Requires reengineering for each increment
Solutions may be rejected by the next line of
business to be involved
Overall benefit to the business may be
minimized
.....................................................................................................................................................
Data Warehousing Fundamentals 4-11
.....................................................................................................................................................
Warehouse Development Approaches
Bottom-Up Incremental Approach
This approach is similar to the top-down approach but the emphasis is on the data
rather than the business benefit. Here, IT is in charge of the project either because IT
wants to be in charge or the business has deferred the project to IT.
The general steps in this approach are as follows:
1 Generally define the scope and coverage of the data warehouse.
2 Analyze the source systems that are in scope for the data warehouse.
3 Define the initial increment based on the political pressure, assumed business
benefit and data volumes.
4 Define the target model based on the source and map source to target.
5 Implement base line technical architecture and establish metadata, extraction, and
load processes as required to support the increment.
6 Create and populate the initial subject areas within the overall data warehouse
framework.
Advantages of the Bottom-Up Incremental Approach This approach has the
following advantages:
This is a proof of concept type of approach and therefore it is often appealing to
IT.
It is easier to get IT buy-in for this approach because it is focused on IT.
Disadvantages of the Bottom-Up Incremental Approach This approach has the
following disadvantages:
Because of the solution model is typically developed from source systems and
these source systems will have encapsulated within them the current business
processes, the overall extensibility of the model will be compromised.
IT are often the last to know about business changesIT could be designing
something that will be out of date before they complete its delivery.
As the framework of definition in this approach tends to be much narrower, often a
significant amount of reengineering work is required for each increment.
As data definitions are rarely agreed upon by various lines of business for the first
increment, the solution may be rejected by the next line of business to be involved.
IT staff are used to data and not information. It is unusual for them to consider the
temporal aspects of the data, thus minimizing the overall benefit to the business.
.....................................................................................................................................................
4-12 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Oracle Method
Consists of:
Online guidelines and manuals
Workplan templates
Deliverable templates
Created by experienced and field-based
practitioner for estimating, managing, developing,
and delivering business solutions.
.....................................................................................................................................................
Data Warehousing Fundamentals 4-13
.....................................................................................................................................................
The Need for an Iterative and Incremental Methodology
The Need for an Iterative and Incremental Methodology
The recommended approach to a data warehousing project is using an iterative and
incremental approach. By restricting efforts to those required to bring up and maintain
a single subject warehouse, it is much easier to demonstrate value in a relatively short
period of time and obtain management buy-in regarding the potential value of the
approach. On the other hand, such approach addresses managed growth of the data
warehouse through development of incremental solutions that comply with a full-scale
and enterprisewide data warehouse architecture. The scoped increments are delivered
in relatively short timeframes while complying with the strategic data warehouse
architecture.
Data Warehouse Method (DWM) is Oracles full life-cycle approach to delivering data
warehouse solutions. The DWM is part of Oracle Method that is Oracles integrated
approach to solution delivery.
Oracle Method
The Oracle Method (OM) methodology provides the means to document, standardize,
reuse, and improve the way that we deliver services. It consists of online guidelines
and manuals, workplan templates, and deliverable templates created by experienced
and field-based practitioner for estimating, managing, developing, and delivering
business solutions.
.....................................................................................................................................................
4-14 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Method Materials
Software Tools
Workplan templates*
Deliverable templates*
Online handbooks
Estimating software
*Not production available yet
Handbooks
Method handbook
Process and task
reference*
Deliverable reference*
.....................................................................................................................................................
Data Warehousing Fundamentals 4-15
.....................................................................................................................................................
Oracle Data Warehouse Method
Oracle Data Warehouse Method
The Oracle Data Warehouse Method (DWM) is based on the proven Oracle Method,
which documents, standardizes, and improves the way services are delivered. Services
include initial strategic studies, business process reengineering, custom and package
application implementation, change management, and program management.
By following a standard approach to defining tasks and deliverables, and are easily
integrated to suit your needs.
Method Materials
The Oracle Method includes software and hard copy handbooks for all lines of
business. These components of the Oracle Method assist all members of your project
team, from project managers to analysts to developers.
The software includes:
Workplan templates*
Deliverable templates*
Online handbooks
Estimating software
The hard copy handbooks contain:
Method handbook
Process and task reference*
Deliverable reference*
* Not production available yet and will be available in later releases.
.....................................................................................................................................................
4-16 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Benefits
Consistency
Productivity
Experience and
best practices
Flexibility
Risk avoidance
.....................................................................................................................................................
Data Warehousing Fundamentals 4-17
.....................................................................................................................................................
Oracle Data Warehouse Method
Oracle Data Warehouse Method
A warehouse project has many challenges, and the method addresses them by:
Focusing on scoping and requirements, and creating a data warehouse architecture
that is flexible and able to flourish in a dynamic business environment with
unpredictable uses
Managing the risk of a data warehouse project by developing a strong business
case, including measurements to validate the success of the warehouse.
Involving users throughout the life of the project, and advocating the involvement
of a strong executive sponsor from your organization
Defining the technical and warehouse architecture, integrating all data warehouse
components, and delivering an extensible and scalable solution
Outlining approaches, such as data mart solutions, that produce quick and
immediate business benefit while adhering to a strategic architecture
Employing a variety of technologies available from Oracle and third-party
vendors, such as a relational database, OLAP, data acquisition, data access,
metadata, and warehouse management technologies
Laying out the processes and tasks relevant to a data warehouse project, with clear
objectives and deliverables
Assigning tasks to processes, based on common techniques, skills, or
dependencies
Assigning processes to phases, based upon the development approach selected
(The end of a phase reflects the completion of a major set of objectives and
milestones in a data warehouse development effort.)
Benefits
The experience and best practices provide the following benefits:
Consistency is achieved among consultants and practitioners because all
organizations are working from a common set of tasks and deliverables with a
clear understanding of the development processes.
Productivity is increased by following established approaches and adhering to
successful practices. Productivity is also improved by the reduction in mistakes
and reworking, and the ability for a consultant to understand the structure and flow
of the project very quickly.
Flexibility is gained by providing a structured development environment that
allows personnel to be used efficiently based on skills and availability. Flexibility
is also achieved by using a common set of tasks as a foundation for the project
with the ability to customize the tasks based on the needs of each client.
Low risk is achieved through the use of a common set of tasks that outlines the best
ways of developing a warehouse. Mistakes are avoided and the impacts of
decisions can be evaluated within the framework and guidelines of experience.
.....................................................................................................................................................
4-18 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Approaches
Incremental Packaged
data mart
Warehouse
Data mart
Data mart
Data mart
Warehouse
infrastructure
implementation
Business
application
implementation
Increment I
Proof of Concept
Increment II
through N
Increment II
through N
.....................................................................................................................................................
Data Warehousing Fundamentals 4-21
.....................................................................................................................................................
DWM Fundamental Elements
Data Warehouse Method Approaches
Methods are developed and documented by phase. Phasing is a useful and necessary
concept for managing projects but can cause unnecessary overhead and project
inefficiencies if only one phasing model is available for all sizes and types of projects.
Based on the type of data warehouse solution required, you determine the
development approach that is right for the project.
Currently DWM incorporates different project phasing models.
Incremental The incremental approach is proven and is considered the best
development practice for data warehousing. This is due to the delivery of immediate
and consistent benefits to the organization, while balancing the delivery of incremental
solutions with a strong, long-term data warehouse architecture.
The goal of the incremental approach is to provide benefits quickly during the initial
increment. Each incremental development effort for the data warehouse solution must
be defined and scoped. This allows complexity and risk to be managed and reuse of
work done in prior increments to be reused and leveraged. Each increment should
support a well-defined, long-term data warehouse architecture designed for
corporatewide data and all functional areas of the client organization.
The incremental approach enables you to develop increments in order of business need
or highest return on investment (ROI).
Packaged Implementation The Package Implementation approach is the viable
alternative for quickly delivering a useful warehouse solution that is focused on a
specific business function, that is, creating data mart solutions. Because a data
warehouse begins to deliver value as soon as the first query is run, implementing a
package solution can maximize the clients potential to identify and leverage
opportunities quickly, and hence to gain a competitive advantage.
.....................................................................................................................................................
4-22 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Requirements
Capture
Incremental Approach
Business
Strategy
IT
Strategy
Warehouse Strategy
Phase
Scoping Services
Technical Architecture
Services
Warehouse
Infrastructure
Services
Warehouse
Business Solution
Services
Increment 1
Increment 2
Increment 3
Increment n
Increment A
Increment B
Increment C
Increment z
Proof of Concept
Copyright Oracle Corporation, 1999. All rights reserved.
Incremental Development
Focus on business
functionality
Deliver business
benefit
Suited to warehouse
evolution
Once an increment is
complete the selection
and scope of the next
increment is defined
Each increment
follows the same
phase sequence
Strategy
PGM/PJM
Project
and
Program
Management
ETA
Enterprise
Technical
Architecture
Definition
Analysis
Design
Build
Transition to Production
Discovery
Incremental
Development
.....................................................................................................................................................
Data Warehousing Fundamentals 4-23
.....................................................................................................................................................
DWM Fundamental Elements
Incremental Approach
The incremental approach is the preferred Oracle approach to building an enterprise
data warehouse solution; it is effective and proven. This approach manages the growth
of the data warehouse by developing incremental solutions that comply with the full-
scale data warehouse architecture.
The architecture is designed to provide a solid framework for the long-term data
warehouse. It includes a central data warehouse with corporate data for all functional
areas, and the functionality to populate, manage, and access the full-scale data
warehouse.
The data warehouse also controls and feeds each data mart within the architecture. By
establishing this architecture, the strategic data warehouse can grow incrementally
while supporting data extensibility and avoiding a divergent group of data marts.
Incremental Development The increments start with the strategy phase, which
defines the overall data warehouse solution and architecture at a high level, including:
Scope of entire solution
Identification and prioritizing of increments
Initial technical architecture
Initial data warehouse architecture
An initial increment is then developed following the phasing model. The increment is
usually scoped to provide maximum benefit, target a specific user audience, and
ensure that the concept can be proved.
At the end of each increment, the discovery phase acts as the review and evaluation
phase. Subsequent increments follow the same phasing approach, building on
experiences gained and lessons learned from development of the first increment.
Data Mart Development DWM also provides an approach for the development of a
solution scoped to address the requirements of a specific functional area or
organizationa data mart solution.
.....................................................................................................................................................
4-24 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Definition
Business requirements
Data acquisition
Architecture
Data quality
Strategy
Definition
Analysis
Design
Build
Transition
Discovery
Copyright Oracle Corporation, 1999. All rights reserved.
Definition
Administration
Metadata management
Data access
Documentation
Strategy
Definition
Analysis
Design
Build
Transition
Discovery
Training
.....................................................................................................................................................
Data Warehousing Fundamentals 4-27
.....................................................................................................................................................
DWM Fundamental Elements
Phases of the Incremetnal Approach (continued)
Definition Phase The goal of the definition phase is to clearly define the scope and
objectives for the incremental development effort. Initial increment, conceptual
models are created, data sources are documented, and the scope of data quality is
clearly defined. The technical architecture and data warehouse architecture are also
created.
The overall objectives of the definition phase include:
Document a clear scope of the definition phase.
Understand operational and external data sources.
Plan for the initial load and refresh of the warehouse.
Define the interface, configuration, and capacity requirements.
Integrate metadata.
Define the scope of the data quality effort.
Outline warehouse administration efforts.
Outline data access methods.
Train the user community.
Prerequisite information needed for the definition phase includes:
Business goals and objectives
Data warehouse purpose, objectives, and scope
Enterprise data warehouse logical model
Source system data flows
Subject area gap analysis
Data acquisition strategy
Data warehouse architecture and technical infrastructure
Data access environment and data quality strategy
Data warehouse administration strategy, metadata strategy, and training strategy
.....................................................................................................................................................
4-28 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Analysis
Business requirements
Data acquisition
Architecture
Data quality
Administration
Strategy
Definition
Analysis
Design
Build
Transition
Discovery
Copyright Oracle Corporation, 1999. All rights reserved.
Discovery Phase
Post-implementation
support
Discovery
Strategy
Definition
Analysis
Design
Build
Transition
Discovery
.....................................................................................................................................................
Data Warehousing Fundamentals 4-35
.....................................................................................................................................................
DWM Fundamental Elements
Phases of the Incremental Approach (continued)
Transition to Production Phase The goal of the transition to production phase is to
install the warehouse, go to production, prepare the users to use and manage the
solution, and begin managing the growth and maintenance of the warehouse.
The overall objectives of this phase include:
Install the warehouse solution.
Prepare users to use the warehouse and support personnel to manage the
warehouse.
Populate the production database with production data on the production platform,
using production modules.
Deliver an integrated warehouse and monitor the performance and end-user
access.
Identify additional access and informational requirements.
Prerequisite information needed for the transition to production phase includes:
All production implementation modules
The integrated data warehouse architecture and technical infrastructure
Production data
Installation plan
System documentation
Training materials
Discovery Phase The goal of this phase is to evaluate the implemented increment,
identify increment opportunities, and identify and plan for the next increment. This
enables for the users and developers to analyze the effort most recently undertaken,
make adjustments, review the possible increments, and select the next effort based on
business need and data warehouse infrastructure need.
The overall objectives of this phase include:
Perform a detailed evaluation of the implemented increment.
Identify opportunities and select the next increment.
Evaluate the completed project plan and consider experiences and lessons learned
from previous efforts.
Drive ongoing data warehouse development with business need and user input.
Prerequisite information needed for the discovery phase includes:
System in production
Increment project plan
Use log evaluation
Enterprise data warehouse implementation road map and infrastructure road map
Enterprise data warehouse architecture and technical architecture
Increment technical architecture
Enterprise data warehouse requirements
.....................................................................................................................................................
4-36 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Processes
Cohesive set of tasks that meet objectives
Common skill set
Project deliverables
Most overlap and interrelate; others are strict
predecessors
Copyright Oracle Corporation, 1999. All rights reserved.
Processes
Business Requirements Definition
Data Acquisition
Architecture
Data Quality
Warehouse Administration
Metadata Management
Data Access
Database Design and Build
Documentation
Testing
Training
Transition
Post-Implementation Support
.....................................................................................................................................................
Data Warehousing Fundamentals 4-37
.....................................................................................................................................................
DWM Fundamental Elements
Processes
A process is a cohesive set of related tasks that meets a specific project objective and
results in key deliverables.
Each process is a discipline involving similar skills to perform the tasks within the
process. You might think of a process as a simultaneous subproject within a larger
development project.
Every data warehouse project involves most if not all of the following processes,
whether they are the responsibility of the consulting team, the client, IT staff, a third
party, or a combination of these. Most processes overlap in time with others and are
interrelated through common deliverables, while others are strict predecessors of each
other.
Business Requirements Definition
Data Acquisition
Architecture
Data Quality
Warehouse Administration
Metadata Management
Data Access
Database Design and Build
Documentation
Testing
Training
Transition
Post-Implementation Support
.....................................................................................................................................................
4-38 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Data Acquisition
Identify, extract, transform, and transport source
data
Consider internal and external data
Move data between sources and target
Perform gap analysis between source data and
target database objects
Define first-time load and refresh strategy
Define tool requirements
Build, test, and execute data acquisition modules
.....................................................................................................................................................
Data Warehousing Fundamentals 4-39
.....................................................................................................................................................
DWM Fundamental Elements
Business Requirements Definition
The Business Requirements Definition process defines the requirements, clarifies the
scope, and establishes the implementation road map of the data warehouse. With the
direction of the business organization, strategic business goals and initiatives are
outlined and used to direct the strategies, purpose, and goals of the data warehouse
solution.
As the process continues, Business Requirements Definition focuses on scoping the
solution to be developed and delivered, identifying the warehouse information needs,
and modeling the requirements.
Data Acquisition
The Data Acquisition process identifies, extracts, transforms, and transports all source
data necessary for the operation of the data warehouse. Data acquisition is performed
among several components of the warehouse, including operational and external data
sources to data warehouse, data warehouse to data mart, and data mart to individual
marts.
Early in the data acquisition process, data sources are identified and evaluated against
the subject areas, and gap analysis is conducted to ensure that the data is available to
support the information requirements. Strategies are developed for the first-time load
of the warehouse and for the subsequent refreshes of the warehouse.
You evaluate tools against high-level requirements and make recommendations.
With the detailed analysis output, modules are designed and built to extract, transform,
transport, and load the source data into the warehouse. Once built, the modules are
tested and executed and the production database objects are populated.
.....................................................................................................................................................
4-40 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Architecture
Specify technical foundation
Create warehouse architectural design
Integrate products of architecture components for
scalability and flexibility
Determine database environmentdistributed or
centralized
Define development, testing, training, and
production environments
Configure the platform
Perform database sizing
Consider disk striping
Copyright Oracle Corporation, 1999. All rights reserved.
Data Quality
Ensure data consistency, reliability, accuracy
Develop a strategy for:
Cleansing
Integrity functions
Quality management procedures
Identify business rules for:
Cleansing
Error handling
Audit and control
Define data quality tool requirements
Build, test, and execute data quality modules
.....................................................................................................................................................
Data Warehousing Fundamentals 4-41
.....................................................................................................................................................
DWM Fundamental Elements
Architecture
The Architecture process specifies elements of the technical foundation and
architectural design of the data warehouse. The focus is on integrating different
products and the data warehouse components to ensure an extensible and scalable
architecture.
For the technical architecture, an evaluation is performed to determine whether the
database environment should be distributed or centralized. Network, hardware and
software requirements, including acquisition; infrastructure changes; and the platform
configuration are defined and implemented.
The platform configuration covers the data acquisition environment, server
architecture, middleware, database sizing, and disk striping.
The data warehouse architecture ensures an integrated strategic data warehouse
architecture while delivering incremental solutions.
Data Quality
The Data Quality process ensures the consistency, reliability, and accuracy of the data
in the warehouse. A data quality strategy is developed based upon a clear
understanding of the agreements and contractual obligations for data cleansing, audit
and control, and integrity functions.
Data management procedures are defined.
Data quality tools are evaluated and recommended.
The process identifies the business rules for error exception and handling, scrubbing
and cleansing, and audit and control. The business rules for error handling may vary
between the initial load and subsequent updates to the data warehouse. Using the data
quality strategy, procedures, and tools, modules are developed to support the
requirements for data quality.
.....................................................................................................................................................
4-42 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Warehouse Administration
Specify maintenance strategy for:
Configuration management
Warehouse management
Data governing
Define warehouse management workflow
and tool requirements
Build, test, and execute modules
Prove data access management and
monitoring
Automate warehouse management tasks
Copyright Oracle Corporation, 1999. All rights reserved.
Metadata Management
Define metadata strategy
Define metadata types
Specify requirements for the metadata repository,
integration, and access
Establish technical and business views of
metadata
Develop modules for capturing,
bridging, and accessing metadata
.....................................................................................................................................................
Data Warehousing Fundamentals 4-43
.....................................................................................................................................................
DWM Fundamental Elements
Warehouse Administration
The Warehouse Administration process specifies the strategy and requirements for the
maintenance, use and ongoing update of the data warehouse. Strategies are established
for configuration management, warehouse administration, and data governing.
Warehouse administration workflow, tool evaluation, and testing are addressed.
Modules are designed and built for scheduling, backup and recovery, archiving,
security, audit, and data governing. Several data access management and monitoring
tasks are addressed during this process, including authorizing access to appropriate
levels of data, monitoring usage, governing queries, identifying repetitive queries,
calculating metrics, defining access thresholds, adding or removing users, and
updating access authority.
To provide successful ongoing support and maintenance of the warehouse, this process
focuses on the automation of the warehouse management tasks.
The process also defines strategies for security and control, backup and recovery,
disaster recovery, archiving, and restoration.
Metadata Management
The Metadata Management process specifies the metadata strategy and the
requirements for the metadata repository, integration, and access. The primary
objective of this process is to provide technical and business views of the warehouse
metadata.
The technical view focuses on compiling the metadata to support warehouse
management. This view includes data acquisition rules; transformation of source
data to the target database; time and date of data; data authorization; refresh,
archive, and backup schedules and results; and the data accessed, including
metrics such as frequency and volume of requests.
The business view focuses on enabling users to understand the information
available in the warehouse and how it may be accessed. The business metadata
focuses on what data is in the warehouse, the source of the data, how it was
transformed from source to target, and information compiled while accessing the
warehouse.
The Metadata Management process also develops the modules for capturing, bridging,
and accessing the metadata. Metadata is created by several data warehouse
components, such as data acquisition, database design, and data access. Each
component, particularly if supported by a tool, has its own metadata storage facility
and access capabilities, therefore the disparate metadata must be linked using bridging
capabilities to ensure consistency and to facilitate access by the appropriate personnel.
.....................................................................................................................................................
4-44 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Data Access
Identify, select, and design user access tools
Define user profiles
Determine requirements for interface style,
queries, reports, and the end user layer
Evaluate, acquire, and install access tools
Design and develop data access objects
Queries and reports
Catalogs
Hierarchies and dimensions
Copyright Oracle Corporation, 1999. All rights reserved.
Documentation
Produce textual deliverables:
Glossary
User and technical documentation
Online help
Metadata reference guide
Warehouse management reference
New features guide
Copyright Oracle Corporation, 1999. All rights reserved.
Testing
Develop a test strategy
Create test plans, scripts, and scenarios
Test all components:
Data acquisition
Data access
Ad hoc access
Regression
Volume
Backup
Recovery
Support acceptance testing
.....................................................................................................................................................
Data Warehousing Fundamentals 4-47
.....................................................................................................................................................
DWM Fundamental Elements
Documentation
The Documentation process focuses on producing all user and technical
documentation for the data warehouse, including references, user and system
operations guides, and online help.
To ensure active and successful use of the warehouse, the metadata reference guide
describes the contents of the data warehouse in business terms and provides a
navigational road map to the contents of the data warehouse.
In addition, the warehouse management documentation outlines the workflow and
manual and automated management procedures.
The new features guide highlights any enhancements to warehouse functionality that
result from the implementation of the solution.
Testing
The Testing process is an integrated approach to testing the quality of all components
of the data warehouse. The testing strategy is developed and approved before the test
system is created. System integration and module test plans, test scripts, and test
scenarios are developed. Each test is performed and proven. Testing includes proving
the physical design of the database.
Data acquisition modules, data access tools, and canned queries and reports also
undergo thorough module and integration testing. The testing strategy addresses all
components of the solution, including the ad hoc access processes.
Regression testing is performed, testing changes to the data warehouse against a
baseline, to ensure past functionality works when an enhancement is added.
Volume testing is conducted on the production platform to ensure that performance
meets established objectives.
Preparation of the acceptance environment and support for acceptance testing are also
performed during the Testing process.
.....................................................................................................................................................
4-48 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Training
Define requirements:
Technical
End user
Business
Identify staff to be trained
Establish time frames
Design and develop materials
Focus on tool training and use of
the warehouse
Copyright Oracle Corporation, 1999. All rights reserved.
Transition
Define tasks for transitioning to the production
warehouse
Migrate modules and procedures
Develop the installation plan
Prepare the maintenance environment
Prepare the production environment
.....................................................................................................................................................
Data Warehousing Fundamentals 4-49
.....................................................................................................................................................
DWM Fundamental Elements
Training
The Training process defines the development and user training requirements,
identifies the technical and business personnel requiring training, and establishes time
frames for executing the training plans.
Training plans and training materials are designed and developed. User and technical
training is conducted.
The key objective is to provide both users and administrators with adequate training to
take on the tasks of operating, maintaining and using the data warehouse solution.
Training should focus on tool training and how business value is generated from the
information in the data warehouse.
Transition
The Transition process focuses on tasks to perform to transition to the production data
warehouse, and includes tasks to create the installation plan and prepare the
maintenance and production environments. During this process, the warehouse
management workflow is implemented and the production data warehouse is
available.
.....................................................................................................................................................
4-50 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Post-Implementation Support
Evaluate and review warehouse use
Monitor warehouse use
Refresh the warehouse
Monitor and respond to problems
Conduct performance testing and tuning
Transfer responsibility
Evaluate and review the implemented
solution
.....................................................................................................................................................
Data Warehousing Fundamentals 4-51
.....................................................................................................................................................
DWM Fundamental Elements
Post-Implementation Support
The Post-Implementation Support process provides an opportunity to evaluate and
review the solution. You evaluate use of the warehouse by accessing metadata and
evaluating queries and reports run against the warehouse. The information assists with
management of standard queries and reports, and the user layer, and identifies required
indexes.
The process also focuses on refreshing the warehouse, monitoring and responding to
system problems, correcting errors, and conducting performance and tuning activities
for all components of the data warehouse. Other actions at this time include:
Change control for information requirements
Roll out of metadata, queries, reports, filters, and conditions
Library of shared objects
Security
Incorporation of new users
Distribution of data marts and catalogs
During this process, responsibility for the data warehouse may be transferred from
information system (IS) staff to the owning organization.
.....................................................................................................................................................
4-52 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Roles
The project team: roles and responsibilities
Common roles
Analyst, database administrator, programmer,
tester
Warehouse specific roles
DW architect, metadata architect, data quality
administrator, DW administrator
.....................................................................................................................................................
Data Warehousing Fundamentals 4-55
.....................................................................................................................................................
DWM Fundamental Elements
Roles
A warehouse project is complex in many ways especially the project team. The DWM
identifies the roles required and the main responsibilities of each role.
It identifies roles that are common within technology departments, such as:
Development database administrator, who works closely with the system
administrator
Lead tester, who oversees the test script planning, development, and execution
activities
Production database administrator, who installs and configures the production
database and maintains database access controls
It identifies roles that are unique to data warehouse projects, for example:
Data warehouse administrator: The data warehouse administrator is responsible for
warehouse management, maintenance, and the total data warehouse production
environment.
Data warehouse architect: The data warehouse architect establishes the strategic
data warehouse architecture and manages the integration of the developed
increments with the wider data warehouse architecture.
Data warehouse database designer: The data warehouse database designer is
responsible for producing the logical and physical database designs for the data
warehouse and data mart and for metadata objects.
Within this element of the method, other roles are identified.
.....................................................................................................................................................
4-56 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Summary
This lesson discussed the following topics:
Explaining the different approaches to warehouse
development and the benefits of an incremental
approach
Identifying the purpose of the Oracle Method
Discussing the purpose and fundamental elements
of Data Warehouse Method
Discussing the objectives of the Oracle
Warehouse Technology Initiative
.....................................................................................................................................................
Data Warehousing Fundamentals 4-61
.....................................................................................................................................................
Summary
Summary
This lesson discussed the following topics:
Explaining the different approaches to warehouse development and the benefits of
an incremental approach
Identifying the purpose of the Oracle Method
Discussing the purpose and fundamental elements of Data Warehouse Method
Discussing the objectives of the Oracle Warehouse Technology Initiative
.....................................................................................................................................................
4-62 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 4: Driving Implementation Through a Methodology
Copyright Oracle Corporation, 1999. All rights reserved.
Overview
Project Management
(Methodology, Maintaining Metadata)
Defining
DW Concepts
& Terminology
Planning
for a
Successful
Warehouse
Analyzing
User Query
Needs
Analyzing
User Query
Needs
Choosing a
Computing
Architecture
Modeling
the Data
Warehouse
Planning
Warehouse
Storage
ETT
(Building the
Warehouse)
Meeting a
Business
Need
Supporting
End User
Access
Managing
the Data
Warehouse
Copyright Oracle Corporation, 1999. All rights reserved.
Objectives
After completing this lesson, you should be able to
do the following:
Identify the warehouse users
Identify how to gather user requirements
Identify tasks involved with managing query
access
Identify the different database models that support
OLAP query tools
Describe query access architectures
.....................................................................................................................................................
Data Warehousing Fundamentals 6-3
.....................................................................................................................................................
Overview
Overview
The previous lesson covered planning for a successful warehouse. This lesson
discusses analyzing user query needs. Note that the Analyzing User Query Needs
block is highlighted in the course road map on the facing page.
Specifically, this lesson identifies the analysis required to identify and categorize users
who may need to access data from the warehouse. This lesson also helps you
determine how their requirements differ. Data access and reporting tools are
considered.
Objectives
After completing this lesson, you should be able to do the following:
Identify the warehouse users
Identify how to gather user requirements
Identify tasks involved with managing query access
Identify the different database models that support OLAP query tools
Describe query access architectures
.....................................................................................................................................................
6-4 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Types of Users
Executives
Managers
Business analysts
Copyright Oracle Corporation, 1999. All rights reserved.
User Access
Types of Users
Executives
Casual users
or managers
Business
analysts or
power users
Structured Unstructured
.....................................................................................................................................................
Data Warehousing Fundamentals 6-5
.....................................................................................................................................................
Types of Users
Types of Users
In any warehouse environment, the user communities and their query requirements
vary according to their roles and responsibilities.
Types of Users Definition Requirements
Executives They are in charge of the business and
have overall responsibility for
controlling the business at an
enterprise level, determining
profitability, competitiveness, and
strategy. They need to see bottom-line
figures.
They may interface to the
warehouse only through
printed reports although
these users will experience
the power of the data
warehouse as the reports
become more accurate,
consistent, and easier to
produce.
Their needs drive the
development of the
applications, the
architecture of the
warehouse, the data it
contains, and the priorities
for implementation.
Casual users or
managers
They are in charge of a smaller
component of the business and need
the information to control the
profitability, direction, planning, and
control of a smaller subset of the
business. They also need to see the
enterprisewide picture in order to fit
localized plans into the corporate
goal.
They need easy-to-use tool
that helps them specify
what they want to see and
determine how to produce
the desired results on its
own.
The tool must allow
construction of all the
reporting elements without
being too complicated.
A single interface and
invisible multipass SQL are
critical.
Business
analysts or
power users
They have a solid understanding of
the business process and also have a
technical understanding of
dimensional modeling and SQL,
which are required to extract the
answers to business questions from
the data warehouse and produce the
reports needed by the managers and
executives. They often function as a
liaison between business and
technical groups.
They need a tool that
reflects the way they would
break down and solve the
business problem.
The tool should handle
reporting elements such as
ranking and comparison
across summary levels.
.....................................................................................................................................................
6-6 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Training
Methods
Informal: one-to-one or small class
Formal: larger class
Self-study
Basic topics
Logging on
Accessing metadata
Creating and submitting a query
Interpreting results
Saving queries and storing results
Utilizing resources
Learning warehouse fundamentals
ILT
IDL
CBT
.....................................................................................................................................................
Data Warehousing Fundamentals 6-13
.....................................................................................................................................................
Managing User Data Access
Training the Users
Training Methods Users must be trained in using the system you have put in place.
There are a number of ways of teaching. The common methods are:
Informal sessions with a small number of users who can disseminate the
information after the class (Typically the sessions are on a one-to-one basis, as
there are few real users of the warehouse initially.)
Formal sessions in a classroom environment with larger numbers of students
Self-study using interactive video, computer based training (CBT), or reference
manuals
Fundamental Training Topics The basic training should include some of the
following fundamental topics:
How to switch on the hardware and log on to the data warehouse
How to find out what data is there (access the metadata) and interpret its meaning
How to create and issue a query
How to prioritize queries
How to monitor query execution
How to interpret query results
How to save the query and store results
To have a basic understanding about the resources that are used within the query
environment, particularly in the environment where query governors are used (as
in a warehouse)
How the warehouse works:
Where the data comes from
The level of data quality and integrity (or lack of it)
What mapping is and how it is important
Backup and recovery responsibilities (if any)
Data and query availability
Scheduled downtime
.....................................................................................................................................................
6-14 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Query Efficiency
User considerations
Successful completion
Faster query execution
Less CPU used
More opportunity for further analysis
Copyright Oracle Corporation, 1999. All rights reserved.
Query Efficiency
Designer considerations
Use indexes
Select minimum data
Employ resource governors
Minimize bottlenecks
Develop metrics
Use prepared and tested queries
Use quiet periods
.....................................................................................................................................................
Data Warehousing Fundamentals 6-15
.....................................................................................................................................................
Managing User Data Access
Query Efficiency
Users Perspective An efficient query has the following characteristics from a
users perspective.
Runs successfully, completely, and produces the desired results
Takes less time to run and is therefore more beneficial to productivity
Uses less CPU power and therefore costs less if charges are levied
Enables the user to move more quickly onto further analysis
Designers Role Efficient query access is dependent on the good design of the data
warehouse. The following points are important to ensure query efficiency:
Create indexes on key values to minimize full-table scans.
Select only the minimum amount of data required.
Administer resource governors on the server to:
Prevent access
Cut off a query after it has run for a specified time
Inform the user how long a query will take (Resource governors may be set for
the entire application or by user group. Governors are vital where data volumes
are very large.)
Minimize intensive I/O bottlenecks.
Develop metrics to support queries.
Make more use of prepared and tested queries.
Submit large jobs out of working hours, or when CPU usage, network, and I/O
contention is minimal.
Note: Database resource manager in Oracle8i provides you with the ability to control
and limit the total amount of processing resources available to a given user or set of
users. Using this facility, you will be able to:
guarantee certain users a minimum amount of processing resources regardless of
the load of the system and the number of users.
distribute available processing resources by allocating percentages of CPU time to
different users and applications.
limit the degree of parallelism that a set of users can use.
configure an instance to use a particular method of allocating resources.
select the priority from a given set of priorities that the DBA has assigned to the
user.
.....................................................................................................................................................
6-16 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Charge Models
Examples of charge models:
Flat allocation model
Transaction-based model
Telephone service model
Cable TV model
Develop your own unique model
Avoid a charge model that
discourages users from using
the warehouse
.....................................................................................................................................................
Data Warehousing Fundamentals 6-17
.....................................................................................................................................................
Managing User Data Access
Charging for Data Warehouse Access
At some point the IT Department might need to start charging user groups for data
warehouse usage, as a way of obtaining continuous funding for the data warehouse
initiative. The chargeback schemes will work only if there are reliable mechanisms to
track and monitor usage of the warehouse per user.
Charge Models There are a number of different models that may be used to charge
for services. Some of the examples are:
Flat allocation model: The cost is allocated by a central group (Financial
Controller) based on the percentage of resources used by the organization, such as
office space, number of users, and budgets.
Transaction based model: The cost is based on query usage, which may mean
calculations based on CPU use, I/O, data, or table elements accessed and reported.
Telephone service model: The cost is based on connection time.
Cable TV model: The cost is based on simple standard service charges plus
charges for special services.
Some of these models may not apply to your installation; you may consider
developing a unique model based on your own unique requirements.
Note: Whatever model you employ should balance the needs of the users to access the
data they need against the cost of that data, without discouraging use.
.....................................................................................................................................................
6-18 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Security
Do not overlook
Subject area sponsors:
Review and authorize
request for access
rights
Identify enhancements
Transparent security
Easy to implement,
maintain, and manage
Copyright Oracle Corporation, 1999. All rights reserved.
Security Plan
Define a strategy:
Allocate business area owners
Ensure invisibility
Ensure easy management
Consider auditing
Manage passwords
.....................................................................................................................................................
Data Warehousing Fundamentals 6-21
.....................................................................................................................................................
Security
Security
Security is commonly controlled by the database administrator (DBA). It must be
considered early in the development to ensure that access to the key resource
information is controlled. Information is a key company resource that needs
protection. Therefore never assume that you can overlook security because user access
is query-only. There are some simple guidelines on security that you can follow:
Ensure that each subject area has a sponsor who can carry out the following tasks:
Review and authorize requests for access rights
Identify further enhancements to the security setup (Data may be separated
into that which is accessible to all users and that which is accessible to a select
few.)
Ensure that the security is transparent and does not impair access from the user
perspective
Ensure that the strategy is easy for you to implement, maintain, and manage
Security Plan
Allocate an owner to every business area within the warehouse. The owner should
be able to advise what access any requestor should be given and define the data
that can be made available publicly, compared with data that must be restricted.
Ensure that the security levels are virtually invisible to the users.
Ensure that you can manage and administer the security simply and define a clear,
simple strategy for:
Access requests
Allocating predefined roles, both public and restricted, to subject areas
Auditing to identify unauthorized access attempts
Password management
.....................................................................................................................................................
6-22 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Role-Based Security
Subject area access:
Summary data for new
users
All data for experienced
users
Departmental access
Limited object access
Access during load
Copyright Oracle Corporation, 1999. All rights reserved.
1001
1007
1010
1020
Relational Database Model
31
42
22
32
F
M
M
F
Anderson
Green
Lee
Ramos
Attribute 1
Name
Attribute 2
Age
Attribute 3
Gender
Row 1
Row 2
Row 3
Row 4
The table above illustrates the employee relation.
Attribute 4
Emp No.
Copyright Oracle Corporation, 1999. All rights reserved.
Relational Server
Benefits:
Well-known environment with many experts in
most organizations able to support the product
Can be used with data warehousing and
operational systems
Many tools available with advanced features
including improvements made to performance
with report servers
Disadvantages:
Does not have any complex functions or
analysis capabilities provided by OLAP tools
These products may also be restricted to the
volumes of data they can access
Copyright Oracle Corporation, 1999. All rights reserved.
Multidimensional Server
Benefits:
Quick access to very large volumes of data
Extensive and comprehensive libraries of
complex functions specifically for analysis
Strong modeling and forecasting capabilities
Can access multidimensional and relational
database structures
Disadvantages:
Difficulty of changing dimensions without
reaggregating to time
Lack of support for very large volumes of data
.....................................................................................................................................................
Data Warehousing Fundamentals 6-31
.....................................................................................................................................................
OLAP
Choosing Between Relational and Multidimensional Servers
Each database server has its own strengths and weaknesses.
Relational Server
Benefits:
Well-known environment with many experts in most organizations able to
support the product.
Can be used with data warehousing and operational systems.
Many tools available with advanced features including improvements made to
performance with report servers.
Disadvantages:
Does not have any complex functions or analysis capabilities provided by
OLAP tools.
These products may also be restricted to the volumes of data they can access.
Multidimensional Server
Benefits:
Quick access to very large volumes of data.
Extensive and comprehensive libraries of complex functions specifically for
analysis.
Strong modeling and forecasting capabilities.
Can access multidimensional and relational database structures.
Disadvantages:
Difficulty of changing dimensions without reaggregating to time.
Lack of support for very large volumes of data.
.....................................................................................................................................................
6-32 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
MOLAP Server
The application layer
stores data in a
multidimensional structure
The presentation layer
provides the
multidimensional view
MOLAP
Engine
DSS client
Application
layer
Warehouse
Copyright Oracle Corporation, 1999. All rights reserved.
MOLAP Server
Data
Arrays
Cached
Offloaded from server
Efficient storage and processing
Complexity hidden from the user
Analysis using preaggregated
summaries and precalculated
measures
MOLAP
engine
DSS client
Application
layer
Warehouse
.....................................................................................................................................................
Data Warehousing Fundamentals 6-33
.....................................................................................................................................................
OLAP
Multidimensional OLAP Server (MOLAP)
The multidimensional online analytical processing (MOLAP) engine takes the data
from the warehouse or from operational sources. The MOLAP engine then stores the
data in proprietary data structures, summaries, and precalculates as many outcomes as
possible.
Characteristics
Data is stored as a precalculated array.
The data resides, or is cached, in a proprietary multidimensional database, with a
multidimensional viewer. Both the data and index values are held in arrays.
The database is organized to allow rapid retrieval of related data across multiple
dimensions.
Data can be offloaded from the server onto the client for local access, reducing
network traffic. However, it can take time to form the cubes.
The MOLAP tools store and process multidimensional data efficiently.
The calculation engine creates new information from existing data through
formulas and transformations.
The complexity of the underlying data is transparent to the user.
The tools can exploit the complexity of the analysis involved.
The complex analytical querying capabilities enable a business to respond to
change faster.
Preaggregated summary data and precalculated measures enable quick and easy
analysis of complex data relationships.
.....................................................................................................................................................
6-34 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
ROLAP Server
The warehouse stores atomic
data.
The application layer
generates SQL for the three-
dimensional view.
The presentation layer
provides the multidimensional
view.
ROLAP
engine
DSS client
Application
layer
Warehouse
server
Multiple
SQL
Copyright Oracle Corporation, 1999. All rights reserved.
ROLAP Server
Data and metadata in server
Multidimensional views of
data
High connectivity
Unlimited
Database size
Query criteria
Complex SQL generated by
tool
ROLAP
engine
DSS client
Application
layer
Warehouse
server
Multiple
SQL
.....................................................................................................................................................
Data Warehousing Fundamentals 6-35
.....................................................................................................................................................
OLAP
Relational Database OLAP Server (ROLAP)
The relational online analytical processing (ROLAP) engine takes data from the
relational data warehouse. The ROLAP engine uses its built-in SQL functionality to
create a multidimensional representation of the data and presents that to the user as a
multidimensional view.
Characteristics
Data and metadata is stored as records in the relational database. The OLAP server
uses this metadata dynamically to generate the SQL statements necessary to
retrieve the data as the user requests it.
Users see a multidimensional view of data that is stored in relational tables.
End users are supplied with a multidimensional viewing tool to view the relational
data.
There is high capacity connectivity to powerful servers.
There are no limitations on the size of the database or the kind of analysis that may
be performed. However, if the server is SQL-driven, some engines may severely
affect performance if the user joins several tables or performs complex
computations.
Complex SQL code is generated by the ROLAP tool. The tools create a number of
SQL statements when they access the database; this may adversely affect
performance.
.....................................................................................................................................................
6-36 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
MOLAP
Express
Server
Express
user
Warehouse
Query
Data
MDDB
Periodic
load
Copyright Oracle Corporation, 1999. All rights reserved.
ROLAP
Express
Server
Express
user
Warehouse
Data
cache
Live
fetch
Cache
Query
Data
.....................................................................................................................................................
Data Warehousing Fundamentals 6-39
.....................................................................................................................................................
OLAP
MOLAP, ROLAP, and HOLAP (continued)
MOLAP In a pure MOLAP environment, data from the warehouse, online
transactional processing (OLTP) systems, or other external source is periodically
loaded into a multidimensional database (MDDB) such as Oracle Express, where it is
presummarized and optimized for analysis.
ROLAP In a ROLAP environment, relational data from a data warehouse or data
mart is retrieved in response to a user query on the fly, and that data is brought into the
Oracle Express multidimensional cache.
Once data has been cached into Oracle Express, subsequent access of that same data
does not require a refetch of the data from the warehouse.
.....................................................................................................................................................
6-40 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Hybrid (HOLAP)
Express
Server
Express
user
Warehouse
Fetch,
cache
MDDB and
cache
Periodic
load Query
Data
.....................................................................................................................................................
Data Warehousing Fundamentals 6-41
.....................................................................................................................................................
OLAP
MOLAP, ROLAP, and HOLAP (continued)
HOLAP The MOLAP and ROLAP approaches can be combined into a hybrid
(HOLAP) solution, which takes advantage of the strengths of both the ROLAP and
MOLAP methods.
In the hybrid solution, the relational database is used to store the bulk of the detail
data, and the multidimensional model is used to store summary data.
.....................................................................................................................................................
6-42 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Client-Server Access
Mainframe power preserved
Tools
Simple query
Complex query
Data mining
Common protocol
Common gateway
Common protocol
Warehouse server
Windows
Macintosh
OS/2
UNIX
Copyright Oracle Corporation, 1999. All rights reserved.
Web Access
Internet: global network
Intranet: corporate access
Lower costs
Hardware
Communication
Application
Security issues
.....................................................................................................................................................
Data Warehousing Fundamentals 6-47
.....................................................................................................................................................
Query Access Architectures
Query Access Architectures
In the industry today, there are many architectures, and in the warehouse environment
the two most prominent are client-server and Web access.
Client-Server Access
The principle behind the client-server approach is to split the processing among
servers and localized processing on the client.
This openness among systems provides the configuration with total flexibility.
Different users may run different tools that access the data warehouse. They are:
Simple query tools
Complex analysis tools
Data mining tools
Web Access
At this time data warehouse information is provided as Web-based applications on
intranets (networks within a company), as an alternative to other DSS delivery
mechanisms.
Internet and intranet access to a warehouse may bring these benefits:
Lower hardware costs
Lower communication costs
Lower application licensing and maintenance costs
Minimized burden on administrators
Internet Security Issues Security issues abound in this environment, and you must
carefully consider the impact of providing global access to your data. You should
consider:
View-based security techniques, with a permissions table identifying users
clearance codes. The codes themselves match to clearance codes held with the data
in the warehouse.
Caching techniques that allow only queries available to users of a certain code to
actually access the cached data.
Password abstraction, which allows you to specify for access a password that is
then converted behind the scenes, when access to the database is then made
available.
.....................................................................................................................................................
6-48 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Fat Client
PC clients to high-end servers
Demand more software and hardware
Are difficult to administer
Give limited application reusability
Provide a lot of software for limited use
Are expensive to buy, maintain, and license
Copyright Oracle Corporation, 1999. All rights reserved.
Thin Client
Browser device to server
Lower hardware cost
Lower license cost
Open deployment
Challenges
Less of a library
More security, data integrity, and
distributed capabilities
Robustness, scalability, and
extensibility
Example: NC from Oracle
.....................................................................................................................................................
Data Warehousing Fundamentals 6-49
.....................................................................................................................................................
Query Access Architectures
Fat Client
In a client-server architecture, a fat client is a client that performs the bulk of the data
processing operations. The data itself is stored on the server.
During the 1980s, the industry introduced PCs (clients) with graphical interfaces and
high-end servers that can house databases. As these became more popular, companies
downsized, rightsized, and reduced mainframe computing architectures. Today, the PC
is the foundation of most modern enterprise systems, and gives many users the ability
to perform many tasks with ease.
PCs create some challenges, however:
They have become fat, demanding more software and hardware.
Administering multiple copies of software is difficult.
Once developed, client software offers limited reusability in extending
applications.
Users require a limited selection of the software available on the PC.
PCs are costly to purchase and maintain in terms of the amount of software
required to support each device.
Thin Client
In client-server applications, a thin client is designed to be especially small so that the
bulk of the data processing occurs on the server. A thin client is a network computer
without a hard disk drive, whereas a fat client includes a disk drive.
Advances in Internet technology, decreases in the cost of high-end servers, and
increases in the total cost of purchasing, supporting, and maintaining PCs are
prompting IT departments to reconsider their client-server strategy. They are starting
to use the features of the Web to eliminate the reliance on PCs. To this end, the thin
client (a browser) is a device that contains the application logic, connected to the high-
end server.
Thin client access to a data warehouse across the Web has a number of advantages:
Lower hardware cost per user
Lower licensing costs per user (The software is centralized on the server.)
Open deployment platform
Web access is still in its early years and has some challenges to face. It needs to:
Evolve from a library of documents to an electronic business platform that can
conduct secure transactions on intranets and the Internet
Provide rich levels of security, data integrity, and distributed transaction support
Provide robust, scalable, and reusable extensibility
The network computer (NC), available from Oracle, is an example of a thin client.
.....................................................................................................................................................
6-50 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Summary
The lesson discussed the following topics:
Building a data warehouse entails enabling users
to access the information in the warehouse
Determining user query needs is an important part
of the data warehouse project implementation
Planning for good data access capability is
important to the success of the data warehousing
project
.....................................................................................................................................................
Data Warehousing Fundamentals 6-51
.....................................................................................................................................................
Summary
Summary
The lesson discussed the following topics:
The purpose of building a data warehouse is to enable users to access the
information in the warehouse
Determining user query needs is an important part of the data warehouse project
implementation
Planning for good data access capability is important to the success of the data
warehousing project
.....................................................................................................................................................
6-52 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 6: Analyzing User Query Needs
Copyright Oracle Corporation, 1999. All rights reserved.
Overview
Project Management
(Methodology, Maintaining Metadata)
Defining
DW Concepts
& Terminology
Planning
for a
Successful
Warehouse
Analyzing
User Query
Needs
Choosing a
Computing
Architecture
Choosing a
Computing
Architecture
Modeling
the Data
Warehouse
Planning
Warehouse
Storage
ETT
(Building the
Warehouse)
Meeting a
Business
Need
Supporting
End User
Access
Managing
the Data
Warehouse
Copyright Oracle Corporation, 1999. All rights reserved.
Objectives
After completing this lesson, you should be able to
do the following:
Discuss the architectural requirements for the data
warehouse
Consider the benefits of each hardware
architecture
Describe the database server characteristics
required in a warehouse environment
Review the importance of parallelism for the data
warehouse environment
.....................................................................................................................................................
Data Warehousing Fundamentals 8-3
.....................................................................................................................................................
Overview
Overview
The previous lesson covered modeling the data warehouse. This lesson discusses
choosing a computing architecture for the warehouse. Note that the Choosing a
Computing Architecture block is highlighted in the course road map on the facing
page.
Specifically, this lesson examines the computer architectures that commonly support
data warehouses. The benefits of each hardware architecture and reasons for using
distributed warehouses are examined. Students examine the technology requirements
of a database server for warehousing.
Objectives
After completing this lesson, you should be able to do the following:
Discuss the architectural requirements for the data warehouse
Consider the benefits of each hardware architecture
Describe the database server characteristics required in a warehouse environment
Review the importance of parallelism for the data warehouse environment
.....................................................................................................................................................
8-4 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Hardware Architectures
Involve all experts
New technology
Old technology
Networking
Copyright Oracle Corporation, 1999. All rights reserved.
Hardware Architectures
Robust
Available
Reliable
Extensible
Scalable
Supportable
Recoverable
Parallel
VLM
64-bit
Connective
Open
.....................................................................................................................................................
Data Warehousing Fundamentals 8-7
.....................................................................................................................................................
The Hardware Architecture
The Hardware Architecture
Consider the hardware architectures first. This is an area of the plan where a number of
people including the data warehousing IT team members must be involved. This
includes the current database administrators of the operational systems, who have the
experience and expertise of current systems and performance and who can also
provide useful input regarding the existing architectures and interfaces. You must
ensure that networking staff are involved as well. It is a critical issue for processes
such as ETT and user access.
Hardware Requirements
The choice of hardware architecture is critical to the success of the data warehouse and
its infrastructure. Warehouses require hardware architectures that are:
Robust
Available
Reliable
Flexible
Extensible
Scalable
Supportable
Recoverable
Parallel
In addition, the architecture should
Have a very large memory (VLM) capability
Be able to use 64-bit addressing
Be connective and conform to open system standards
Note: Do not confuse the term database server with a file server on a local area
network or any other server. For our purposes, the term database server describes the
Relational Database Management System (RDBMS) or Database Management
System (DBMS).
.....................................................................................................................................................
8-8 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Hardware Architectures
SMP
Cluster
MPP
NUMA
Hybrids use SMP and
MPP
Copyright Oracle Corporation, 1999. All rights reserved.
Evaluation Criteria
Determine the platform for your needs
SMP Clusters NUMA MPP
Scalability
Maturity
Low
High
Low
High
.....................................................................................................................................................
Data Warehousing Fundamentals 8-9
.....................................................................................................................................................
The Hardware Architecture
Hardware Requirements (continued)
Today, hardware architectures support a number of different configurations that are
useful for data warehousing and are more cost-effective than hardware architectures
previously available:
Symmetric multiprocessing (SMP): Symmetric multiprocessing architectures are
the oldest of the technologies and have a proven track record.
Cluster: Cluster and massively parallel processing architectures are comparatively
new but are more scalable and provide a lot of power.
Massively parallel processing (MPP) and nonuniform memory access (NUMA):
NUMA is an even more recent innovation that gives you the scalability of an MPP
environment and the manageability of an SMP environment.
Some architectures are a hybrid, employing both SMP and MPP capabilities.
Evaluation Criteria
By specifying the hardware requirements early on in the development of the
warehouse, you have enough lead time to acquire and test the chosen components.
Determining the platform depends upon a number of factors, and the different
architectures have advantages and disadvantages that you must evaluate before
making a final decision:
A symmetric multiprocessing architecture may be sufficient if you have a small
database, can afford a longer response time, and have problems that are not
complex. Problem complexity is determined by the number of users, the type of
calculations, and the types of queries that the system must handle.
The larger your database, the more complex your problems, and the shorter the
required response time, the closer you are to specifying a massively parallel
processing system.
.....................................................................................................................................................
8-10 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Parallel Processing
Parallel daily operations
Shared resources
Memory
Disk
Nothing
Loosely or tightly coupled
Application
Database
Operating system
Hardware
Copyright Oracle Corporation, 1999. All rights reserved.
SMP
Benefits:
High concurrency
Workload balancing
Moderate scalability
Easy administration
Limitations:
Memory (cluster for improvements)
Bandwidth
CPU CPU CPU CPU
Shared memory
.....................................................................................................................................................
Data Warehousing Fundamentals 8-13
.....................................................................................................................................................
The Hardware Architecture
Symmetric Multiprocessing
A symmetric multiprocessing (SMP) machine comprises a set of CPUs that share
memory. It has a shared everything architecture:
Each CPU has full access to the shared memory through a common bus.
Communication between the CPUs uses the shared memory.
Disk controllers are accessible to all CPUs.
This is a proven technology, particularly in the data warehousing environment.
Note: A bus is a cable or circuit used to transfer data or electrical signals among
devices.
Benefits
High concurrency
Workload balancing
Moderate scalability
Is not as scalable as MPP or NUMA.
Easier to administer than a cluster environment, with proven tools
Limitations
Available memory may be limitedthis can be enhanced by clustering
Bandwidth for CPU to CPU communication and I/O and bus communication
Note: SMP machines are often nodes in a cluster. Multiple SMP nodes can be used
with certain vendors architecturesDEC, Pyramid, Sequent, Sun, SparcServer
where disk is shared among the multiple nodes. Some warehouse sites are exploring
the evolving concept of loaning excess memory or processing capacity among
applications or hardware.
Some SMP vendors allow you to scale to MPP without losing your SMP box. You
simply add interconnect software and associated technology.
.....................................................................................................................................................
8-14 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
NUMA
Nonuniform
memory access
Disk
Shared bus
Disk
Shared
memory
Shared
memory
CPU CPU CPU CPU CPU CPU
Loosely coupled shared memory
Copyright Oracle Corporation, 1999. All rights reserved.
NUMA
Benefits:
Fully scalable, incremental additions to disk,
CPU, and bandwidth
Performs better than MPP
Suited for Oracle server
Limitations:
The technology is new and less proven
You need new tools for easy system
management
NUMA is more expensive than SMP
.....................................................................................................................................................
Data Warehousing Fundamentals 8-15
.....................................................................................................................................................
The Hardware Architecture
Nonuniform Memory
Shared memory systems are systems with loosely coupled memory. The shared
memory may be accessed by using uniform memory access from CPUs or by
nonuniform memory access (NUMA).
The Oracle Parallel Server can work with either form of memory access, but NUMA is
a more costly form of access and synchronization than uniform memory access. While
any CPU can access the memory, it is more costly for remote nodes.
Benefits
A fully scalable architecture that can overcome some of the scalability problems of
SMP
A very scalable parallel architecture, and therefore it is possible to add disk, CPU,
and bandwidth incrementally to any level
A system that performs better than an MPP system where there are ad hoc or
mixed workloads
Suited to the Oracle server
Limitations
The technology is new and less proven.
You need new tools for easy system management.
NUMA is more expensive than SMP.
.....................................................................................................................................................
8-16 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Clusters
Node 1 Node 2 Node 3
Common high-speed bus
Shared disks
Common high-speed bus
Shared
memory
CPU CPU CPU
Shared
memory
CPU CPU CPU
Shared
memory
CPU CPU CPU
Copyright Oracle Corporation, 1999. All rights reserved.
Clusters
Shared disk, loosely coupled
Dedicated memory
High-speed bus
Shared resources
SMP node
Benefits:
High availability
Single database concept, incremental growth
Limitations:
Scalability, internode synchronization needed
Operating system overhead
Shared
memory
CPU CPU CPU
Shared
memory
CPU CPU CPU
Shared
memory
CPU CPU CPU
.....................................................................................................................................................
Data Warehousing Fundamentals 8-17
.....................................................................................................................................................
The Hardware Architecture
Clusters
Shared disk, loosely coupled systems have the following characteristics:
Each node consists of one or more CPUs and associated dedicated memory.
Memory is not shared between nodes.
Communication occurs over a high-speed bus.
Each node has access to all of the disks and other resources.
An SMP machine can be a node, if the hardware supports it.
Benefits
High availability; all data is accessible even if one node dies
The concept of one database, which is an advantage over shared nothing systems
such as MPP
Incremental growth
Limitations
Bandwidth of the high speed bus limits the scalability of the system.
Internode synchronization is required. Each node has a data cache; cache
consistency must be maintained for the locking mechanisms to work effectively.
The shared disk software gives an overhead on the operating system.
.....................................................................................................................................................
8-18 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
MPP
CPU
Memory
CPU
Memory
CPU
Memory Memory
CPU
Disk Disk Disk Disk
Copyright Oracle Corporation, 1999. All rights reserved.
MPP
A shared nothing architecture
Many nodes
Fast access
Exclusive memory on a node
Low cost per node
Scalable
nCUBE configuration
.....................................................................................................................................................
Data Warehousing Fundamentals 8-19
.....................................................................................................................................................
The Hardware Architecture
Massively Parallel Processing
The massively parallel (MPP) architecture is concerned with disk access, rather than
memory access, and works well with operating systems that provide transparent disk
access. You can scale the configuration up by adding more CPUs.
If a table or database is located on a disk, access depends entirely on the CPU that
owns it. If the CPU fails, the data cannot be accessed, regardless of how many other
CPUs are running, unless logical pointers are established to alternative CPUs.
Typically, massively parallel architectures have the following characteristics:
Are very fast compared with SMP and cluster architectures
Support a few to thousands of nodes
Provide fast access between nodes
Have associated nonshared memory associated with each node
Have a low cost per node
Massively parallel technology is comparatively new and not proven to the same extent
as SMP and cluster technology.
nCUBE Arrangements Nodes may be organized on a grid arrangement if using
nCUBE. Multiprocessor designs provide a scalable architecture that let you increase
performance easily as your needs grow. The key to a multiprocessor system is the
interconnectthe mechanism that allows the processors to communicate and
cooperate. In an nCUBE system, processors are connected in a multidimensional cube
called a hypercube, providing the fastest and densest communications network
available. The hypercube network is organized so that connections among processors
form cubes. As more processors are added, the cube grows to larger dimensions. The
nCUBE system is scalable to hundreds of processors.
.....................................................................................................................................................
8-20 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
MPP Benefits
Unlimited incremental growth
Very scalable
Fast access
Low cost per node
Good for DSS
CPU
Memory
CPU
Memory
CPU
Memory Memory
CPU
Disk Disk Disk Disk
Copyright Oracle Corporation, 1999. All rights reserved.
MPP Limitations
Rigid partitioning
Cache consistency
Restricted disk access
High memory cost per node
High management burden
Careful data placement
CPU
Memory
CPU
Memory
CPU
Memory Memory
CPU
Disk Disk Disk Disk
.....................................................................................................................................................
Data Warehousing Fundamentals 8-21
.....................................................................................................................................................
The Hardware Architecture
Massively Parallel Processing (continued)
Benefits
Practically unlimited, and incremental growth
Very scalable (given careful data placement)
Fast access between nodes
Low cost per node (each node is an inexpensive processor)
Each node has its own devices, but, in case of failure, other nodes can access the
devices of the failed node (on most systems); failure may be local to the node.
Good for DSS and read-only databases
Limitations
Many database servers (not necessary with Oracle) require rigid data partitioning
for parallelism and scalability.
Cache consistency must be maintained.
Disk access is restricted.
The memory cost per node is high.
The management burden is high.
Careful data placement is required for scalability.
.....................................................................................................................................................
8-22 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Windows NT
Architecture based on the client-server model
Benefits:
Include built-in Web services
Scalability
Ease of management and control
Limitations:
Not as secure
Cannot execute programs remotely
Lack linear scalability beyond four processors
Addressing space for applications is limited to
two gigabytes
.....................................................................................................................................................
Data Warehousing Fundamentals 8-23
.....................................................................................................................................................
The Hardware Architecture
Windows NT
The architecture for Windows NT is based on the client-server model. The approach
divides the operating system into an executive running in kernel mode and several
server processes, each running in user mode. Each server process implements a unique
operating system environment.
Benefits
Windows NT server operating system includes built-in Web services that provide a
complete, integrated intranet solution.
Windows NT offers scalability improvements of up to 33 percent, yielding more
linear scalability on machines with eight or more processors.
Ease of management and control with user profiles and system policies enable
system administrators to easily manage user desktops, including the ability to
control access to the network and to desktop resources as well as support for users
accessing multiple workstations.
Limitations
Windows NT is not as secure as other operating systems such as UNIX.
On other operating systems, you can execute programs on your machine remotely,
but you cannot do this with Windows NT.
Although Windows NT can support SMP with up to 32 processors, Windows NT
has been criticized for its lack of linear scalability beyond four processors.
Addressing space limits Windows NT applications to two gigabytes. This is
insufficient for large data warehouses.
.....................................................................................................................................................
8-24 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Architectural Tiers
Tiered structures:
Modular
Logical separation
Distributed structures:
Two-tier
Three-tier
Four-tier (and more)
.....................................................................................................................................................
Data Warehousing Fundamentals 8-25
.....................................................................................................................................................
The Hardware Architecture
Architectural Tiers
Architectures can be the simple two-tier type, the more complex three-tier type, or if
Web applications are involved up to a four-tier type. This enables a useful division of
labor for specific tasks and processes, and can assist and complement the network
setup.
Two-Tier Architecture A simple two-tier architecture involves:
A mainframe CPU, such as IBM, with source data, which is copied and extracted
periodically to
A smaller server, such as Windows NT
A query and analysis tool is then provided for the NT environment.
This structure does not fit well into the kind of enterprisewide environments discussed
so far. Three-tier architectures are more common.
Three-Tier Architecture A three-tier architecture employs a separate middleware
layer for data access and translation.
Tier 1 hosts the production applications on a mainframe or midrange system and is
devoted to real-time production level data processing.
Tier 2 comprises a departmental server resident with the warehouse users, for
example, a UNIX workstation or NT server, which is optimized for query
processing, analysis, and reporting.
Tier 3 comprises the desktop and handles reporting, analysis, and graphical data
presentation. PCs are connected on a LAN.
The three-tier architecture is more effective than two-tier architecture because the first
tier is devoted to operational processing, the second to department-level query
processing and analysis, and the third to desktop data presentation.
Four-Tier and Greater Architecture This architecture is similar in structure to the
three tiers, with the addition of a Web-based tier.
.....................................................................................................................................................
8-26 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Middleware
Technologies for integration
Gateway
.....................................................................................................................................................
Data Warehousing Fundamentals 8-27
.....................................................................................................................................................
The Hardware Architecture
Middleware
Middleware is a term that is used to describe technologies that allow you to integrate
multiple server technologies together in a seamless manner. Middleware tools are
common in todays computing environment. Oracle gateway technology is one
example of middleware available off the shelf.
In a multitier data warehousing environment with Internet access, middleware is
becoming increasingly redefined and refined.
.....................................................................................................................................................
8-28 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Parallelism
Database
Query
Load
Index
Sort
Backup
Recovery
.....................................................................................................................................................
Data Warehousing Fundamentals 8-29
.....................................................................................................................................................
Database Server Requirements
Database Server Requirements
The database server (DBMS) must be:
Robust
Available
Reliable
Flexible
Extensible
Scalable
Supportable
Recoverable
Parallel
Parallelism
The driving force behind the warehouse implementation is the needs of the end users
who require access to the information. The database environment must handle all
operational tasks and processes quickly and efficiently. Of course parallel capabilities
minimize the time taken to perform all the major functions of the warehouse and
maximize availability.
As you have seen parallelism at all levels is becoming mandatory for warehouses:
Database (server)
Query
Load
Index
Sort
Backup
Recovery
.....................................................................................................................................................
8-30 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Further Considerations
Optimization strategy
Partitioning strategy
Summarization strategy
Indexing techniques
Hardware and software scalability
Availability
Administration
Copyright Oracle Corporation, 1999. All rights reserved.
Server Environments
Operational
servers
Warehouse
servers
Data mart
servers
Open DBMS
Network, relational,
hierarchical
Mainframe
proprietary DBMS
Oracle, IMS, DB2,
VSAM, Rdb, Non
Stop SQL, RMS
Open DBMS
Relational
General purpose and
warehouse-specific
DBMS
Oracle, Informix,
Sybase, IBM DB2,
NCR/AT&T Teradata
Red Brick
Open DBMS
Relational and
multidimensional
General purpose
and warehouse
specific DBMS
Oracle, Oracle
Express, Arbor
Essbase, MS SQL
Server, NT
.....................................................................................................................................................
Data Warehousing Fundamentals 8-31
.....................................................................................................................................................
Database Server Requirements
Further Considerations
Parallelism is not the only consideration; you must also consider the following:
The optimization strategy, particularly star query techniques employed with star
and snowflake structures (Todays servers enable you to optimize data access in
many different ways.)
The partitioning strategy
Summarization strategies, to ensure that the overhead of creating summaries does
not affect the load
Indexing techniques, in particular, bitmap indexes
Hardware and software scalability
Availability of the warehouse
The system administration, which must easily manage the entire infrastructure
Server Environments
Many different database servers and hardware architectures can be employed for a
warehouse solution. It is generally assumed that data warehouse database technology
means relational technology.
Operational Servers: Open, mainframe proprietary database servers (whether
network database server, hierarchical database server, or relational database
server), such as Oracle, IMS, DB2, DB2/PE, VSAM, Rdb, Non-Stop, SQL, or
RMS.
Warehouse Servers: Open (usually relational) database servers that may be
warehouse specific or general purpose, such as Oracle, Informix, Adabas D,
OpenIngres, or Red Brick.
Data Mart Servers: Relational, multidimensional (OLAP) databases, or both; they
may be warehouse specific or general purpose, such as Oracle, Oracle Express,
Arbor Essbase, MS SQL Server, and NT based environments.
.....................................................................................................................................................
8-32 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Parallel Processing
A large task broken into smaller tasks:
Concurrent execution
One or more processors
Processor 1
Elapsed time
Not parallel
Processor 2
Processor 1
Processor 4
Processor 3
Parallel
Copyright Oracle Corporation, 1999. All rights reserved.
Parallel Database
Increased speed
Improved scalability
Performance gains
Availability
Flexibility
More users
Processor 2
Processor 1
Processor 4
Processor 3
Parallel
.....................................................................................................................................................
Data Warehousing Fundamentals 8-33
.....................................................................................................................................................
Parallel Processing
Parallel Processing
A parallel processor takes a task (usually a large task) and divides it into smaller tasks
that can be executed concurrently on one or more nodes (separate processors). As a
result, a large task requested by a single user completes more quickly. Before
examining the individual parallel features, consider the parallel database.
Parallel Database
A parallel database takes advantage of architectures that share access to data, software,
and peripheral devices by running multiple instances that share a single physical
database.
This type of processing has two key features:
Increased speed: The server can perform the same task in less time
Improved scalability: The ability to perform a task many times larger, on a system
many times larger, without any performance degradation
These key features give you the following benefits:
Higher performance
Greater availability
Greater flexibility
Greater accessibility to online users
All of these features directly benefit the warehouse and are supported by the Oracle7,
Oracle8, and Oracle8i Server.
.....................................................................................................................................................
8-34 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Parallel Query
SQL code split among server processes.
Query
Sub-
Query
Sub-
Query
Sub-
Query
Copyright Oracle Corporation, 1999. All rights reserved.
Parallel Load
Bypass SQL processing to speed throughput.
Feb 98 Mar 98
Order table
Jan 98
.....................................................................................................................................................
Data Warehousing Fundamentals 8-35
.....................................................................................................................................................
Parallel Processing
Parallel Query
Most database servers today support parallel query. Specifically, the Oracle Server
parallel query option divides the work of processing a single SQL statement among
multiple query server processes. In some applications, particularly decision support
systems, an individual query may use vast amounts of CPU resource and disk I/O. The
server parallelizes individual queries into units of work that can be processed
simultaneously.
Parallel Load
Parallelism can dramatically speed up loading data. Database servers can bypass
standard SQL processing (that is, data manipulation language commands, such as
INSERT), and the data is loaded directly into the database tables.
.....................................................................................................................................................
8-36 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Parallel Processing
Index
Sort
Backup
Recovery
Summaries
Reduces the time to create
Allocates memory in cache efficiently
Runs simultaneously from any node
Offline
Online
Runs simultaneously from redo logs
Uses the CREATE TABLE AS SELECT
statement
.....................................................................................................................................................
Data Warehousing Fundamentals 8-37
.....................................................................................................................................................
Parallel Processing
Parallel Index
Creating an index in parallel decreases the time required to create and reconfigure a
warehouse. Many indexes exist in the warehouse database. Nearly every attribute on
dimension tables and composite key values on the fact table are indexed. Indexes take
up a lot of space in the warehouse, and you must consider the direct access storage
device (DASD) needed for indexes as well as fact and dimension tables.
Parallel Sort
Sorting is an intensive task that requires a substantial amount of memory. If you are
working in a parallel environment, sort areas are allocated more efficiently to reduce
serialization and cross-instance pinging. Sort space is cached in memory (in the Oracle
server this is in the System Global Area).
Parallel Backup
With parallel operations, backups can be performed simultaneously from any node of a
parallel server.
Online backups enable the database to be backed up while active, allowing users
continuous access.
Offline backups enable the database to be backed up while shutdown, preventing
user access.
Parallel Recovery
The goal of parallel recovery is to employ I/O parallelism to reduce the elapsed time
required to perform crash recovery, instance recovery, or media failure recovery. The
server uses one process to read files sequentially and dispatch redo information to
several recovery processes to apply the changes from the log files to the data files.
Parallel Table Creation
With the Oracle7, Oracle8, and Oracle8i Server you can create tables in a parallel
manner using the CREATE TABLE AS SELECT (CTAS) statement.
.....................................................................................................................................................
8-38 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Summary
This lesson discussed the following topics:
Outlining the basic architecture requirements for a
warehouse
Highlighting the benefits and limitations of all the
different hardware architectures
.....................................................................................................................................................
Data Warehousing Fundamentals 8-39
.....................................................................................................................................................
Summary
Summary
This lesson discussed the following topics:
Outlining the basic architecture requirements for a warehouse
Highlighting the benefits and limitations of all the different hardware architectures
.....................................................................................................................................................
8-40 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 8: Choosing a Computing Architecture
Copyright Oracle Corporation, 1999. All rights reserved.
Overview
Project Management
(Methodology, Maintaining Metadata)
Defining
DW Concepts
& Terminology
Planning
for a
Successful
Warehouse
Analyzing
User Query
Needs
Choosing a
Computing
Architecture
Modeling
the Data
Warehouse
Planning
Warehouse
Storage
Planning
Warehouse
Storage
ETT
(Building the
Warehouse)
Meeting a
Business
Need
Managing
the Data
Warehouse
Supporting
End User
Access
Copyright Oracle Corporation, 1999. All rights reserved.
Objectives
After completing this lesson, you should be able to
do the following:
Discuss different partitioning methods and
indexing methods
Consider the benefits and limitations of different
RAID levels in protecting the database
.....................................................................................................................................................
Data Warehousing Fundamentals 9-3
.....................................................................................................................................................
Overview
Overview
The previous lesson covered choosing a computing architecture. This lesson discusses
planning warehouse storage. Note that the Planning Warehouse Storage block is
highlighted in the course road map on the facing page.
Specifically, this lesson examines the database setup and management issues such as
partitioning, indexing, and ways to protect your database.
Objectives
After completing this lesson, you should be able to do the following:
Discuss different partitioning methods and types of indexes
Consider the benefits and limitations of different RAID levels in protecting the
database
.....................................................................................................................................................
9-4 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Data Partitioning
Breaking up of data into
separate physical
units that can be handled
independently
Ease of:
Restructuring
Reorganization
Removal
Recovery
Monitoring
Management
Archiving
Indexing
Feb 98 Mar 98
Add
Drop
Order table
Other data is not affected
Jan 98
Copyright Oracle Corporation, 1999. All rights reserved.
Objects to Partition
Tables:
Fact
Dimension
Indexes
.....................................................................................................................................................
Data Warehousing Fundamentals 9-5
.....................................................................................................................................................
The Server Data Architecture
The Server Data Architecture
Data Partitioning
Partitioning enables you to break tables down into smaller, more manageable units,
thus addressing the problems of supporting large tables and indexes (which are
inherent in data warehouses). A large table is broken into many smaller physical tables
or views, and then they are pulled together again for query actions that access data
from more than one of the tables or views.
The data may be partitioned horizontally or vertically. Partitioning helps in the
following ways:
Improves the speed of access and data management by eliminating the need to visit
both vertical or horizontal partitions during query and backup tasks
Increases the availability by reducing the time to perform all the warehouse
management tasks (such as load) and the ability to take one area of the database
offline and keep others active
You partition fact data to break the large volumes of data up into smaller units.
Partitioned data can easily be:
Restructured
Reorganized
Removed
Recovered
Monitored
Managed
Archived
Indexed, with improved sequential data scanning
Note: In determining objects to partition, you use partitioning initially on the fact
table, because it is the largest and requires the most management and maintenance.
However, you can use partitioning on any table in the data warehouse. You should also
partition indexes.
.....................................................................................................................................................
9-6 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Horizontal Partitioning
Table and index data are split by:
Time
Sales region or person
Geography
Organization
Line of business
Candidate columns appear in
WHERE clause
Analysis determines requirement
Copyright Oracle Corporation, 1999. All rights reserved.
Vertical Partitioning
You may use vertical partitioning when:
Speed of query and update actions is improved by
it
Users require access to specific columns
Some data is changed infrequently
Descriptive dimension text may be better moved
away from the dimension itself
.....................................................................................................................................................
Data Warehousing Fundamentals 9-7
.....................................................................................................................................................
The Server Data Architecture
Data Partitioning (continued)
There are two broad categories of partitioning: Horizontal partitioning and vertical
partitioning.
Horizontal Partitioning Horizontal partitioning is commonly used in warehouse
environments because it enables you to store a very large table in smaller tables. It
gives the database administrator control over the rows that go into each table.
For example, 12 months of data can be stored in 12 tables or views, one for each
month. The advantage, when querying data, is that full table scans are reduced. A
query that requires information for the month of February merely scans a single table
or view of the data.
Warehouse partitioning can be based on different criteria, but usually one or more of
the following:
Time
Sales region
Sales person
Geographical unit
Organization
Line of business
Example: Partitioning by time is most common, because most of the information you
need for analysis is based on time periods. Partitioning by time is also effective for
loading and archiving tasks. You can insert a new data table into the warehouse for
each month, and easily remove (drop) the oldest table.
Vertical Partitioning With vertical partitioning, you break tables up on a column-
by-column basis. You may use vertical partitioning when:
It would improve the speed of query and update actions.
Users require access to specific columns. It is useful if queries are specifically on a
small number of columns rather than a whole row, or you want to control visibility
to sensitive data, such as salary figures on a payroll (HR) system.
Some data is changed infrequently. You can keep the infrequently changed data in
a separate partition. It is easier to manage data this way, and you can make some of
the attributes globally read-only. You can also store less frequently accessed data
on CD-ROM and in a carousel or cartridge unit.
Descriptive dimension text may be better moved away from the dimension itself.
Initial partitioning strategies are normally used in the first implementation of the
warehouse. After use, you often find that analysis and review of performance, users
query techniques, and data management strategies determine the need for further or
alternative partitioning. Continually review the strategy.
.....................................................................................................................................................
9-8 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Partitioning Methods
Range partitioning (Oracle8 and Oracle8i)
Hash partitioning (Oracle8i)
Composite partitioning (Oracle8i)
Range
partitioning
Hash
partitioning
Composite
partitioning
.....................................................................................................................................................
Data Warehousing Fundamentals 9-9
.....................................................................................................................................................
The Server Data Architecture
Partitioning Methods
The different types of partitioning methods that are available for Oracle8 and Oracle8i
are listed below.
Range Partitioning (Oracle8 and Oracle8i)
Range partitioning exists since Oracle8. This option supports partitioning data
based on ranges of values. Range partitioning guarantees that only data with a
particular set of values is contained in each partition. Range partitioning is good
for rolling windows of data.
Hash Partitioning (Oracle8i)
Hash partitioning is a new feature of Oracle8i. Hash partitioning reduces
administrative complexity by providing many of the manageability benefits of
partitioning, with minimal configuration effort. When implementing hash
partitioning, the administrator simply chooses a partitioning key and the number of
partitions. Oracle8i automatically distributes the data evenly across all partitions.
Hash partitioning is particularly appropriate for tables that do not have a natural
partitioning key.
Composite Partitioning (Oracle8i)
Composite partitioning partitions data using the range method and within each
partition, subpartitions it, using the hash method. This new type of partitioning,
which is available only in Oracle8i, supports historical operations data at the
partition level, and parallelism (parallel DML) and data placement at the
subpartition level. Composite partition is ideal for both historical data and data
placement.
Two new partitioning methods introduced in Oracle8i, hash and composite
partitioning, offer improvements for tables that do not naturally submit themselves to
range partitioning in one or more of the following areas:
Ease of specification
Simplicity of management for support of parallelism
Reduction in skew in the amount of resources required to perform maintenance
operations (such as export or backup) on different partitions of a table
Performance by adding support for partitionwise joins and intrapartition parallel
data manipulation language (DML)
Take better advantage of hierarchical storage management solutions.
Benefits of Partitioning A major reason for supporting partitioned objects in
Oracle8 and Oracle8i was the dramatic increase in the size of database objects (for
example, tables) and the need to:
Reduce downtime (owing to scheduled maintenance and data failures)
Improve performance through partition elimination (it is also called partition
pruning)
Improve manageability and ease of configuration
.....................................................................................................................................................
9-10 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Star Transformation
STAR_TRANSFORMATION_ENABLED
Key 1 Key 2 Key 3
Key 1
Key 2
Key 3
Product_Table
Market_Table
Time_Table
Dollars
Fact_Table
Year Month
Stat
Brand
1002
1001
1003
1002 1003 1001
March 1998
ABC
SF
6000
2002 2003 2001 10000
3002 3003 3001 15200
4002 4003 4001 9526
.....................................................................................................................................................
Data Warehousing Fundamentals 9-11
.....................................................................................................................................................
The Server Data Architecture
Star Query Optimization
A star query is a mechanism that provides high levels of performance when querying
data in a star or snowflake model (a natural representation for most warehouses).
Optimizers that support star query execution can handle the complex joins with a
specific execution plan.
The star query works by accessing dimensions to create a Cartesian product, which is
computed against smaller reference tables. The result is joined to the fact table, which
is scanned once to produce the query result.
Note: The Oracle server cost based optimizer supports this technique.
Star Transformation
The star transformation is a cost-based query transformation aimed at executing star
queries efficiently. Whereas the star optimization works well for schemas with a small
number of dimensions and dense fact tables, the star transformation may be considered
as an alternative if any of the following holds true:
The number of dimensions is large.
The fact table is sparse.
There are queries where not all dimension tables have constraining predicates.
The STAR_TRANSFORMATION_ENABLED parameter specifies whether a cost-based
query transformation is applied to star queries. The default value is TRUE. This
parameter can be set dynamically using the ALTER SESSION command.
.....................................................................................................................................................
9-12 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Indexing
Indexing is used because:
It is a huge cost saving, greatly improving
performance and scalability
Can replace a full table scan by a quick read of the
index followed by a read of only those disk blocks
that contain the rows needed
Copyright Oracle Corporation, 1999. All rights reserved.
B-Tree Index
Most common type of indexing
Used for high cardinality columns
Designed for few rows returned
.....................................................................................................................................................
Data Warehousing Fundamentals 9-13
.....................................................................................................................................................
The Server Data Architecture
Indexing Data
By intelligently indexing data in your data warehouse, you can increase both the
performance and scalability of your warehouse solution. Using indexes, you can
replace a full table scan by a quick read of the index followed by a read of only those
disk blocks that contain the rows needed. The types of indexes are described below.
B-Tree Indexes This is the most common type of indexing, used for high cardinality
columns, and designed for few rows returned. Rather than scanning an entire table to
find rows where certain column satisfies a WHERE clause predicate, you instead
create a separate index structure on that column. This index structure contains a sorted
list of all the actual discrete column values, and each value in the index is associated
with a list of pointers to all the rows in the original table that contain that value. The
index is stored internally using a binary tree (or B-tree) representation in order to
allow the database engine to quickly find any element in the sorted list.
Note: Cardinality is defined as the number of distinct key values expressed as a
percentage of the number of rows in the table. For example, a million-row index with
five distinct values has a low cardinality while a 100-row table with 80 distinct values
has a high cardinality.
.....................................................................................................................................................
9-14 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Bitmap Indexes
Provide performance benefits and storage savings
Store values as 1s and 0s
Use instead of B-tree indexes when:
Tables are large
Columns have relatively low cardinality
Bitmap index on product color
Blue - 1000100100010010100
Green - 0001010000100100000
Mauve - 0100000011000001001
Gold - 0010001000001000010
Copyright Oracle Corporation, 1999. All rights reserved.
RAID 0: Striping
The file is written to a four-drive disk array:
Block 1 on Drive 1
Block 2 on Drive 2 . . .
Block 5 in another sector on Drive 1
File A (a)
File A (e)
File A (b)
File A (f)
File A (c) File A (d)
Disk array controller
Copyright Oracle Corporation, 1999. All rights reserved.
RAID 0: Striping
Benefits:
Good for simultaneous reads and writes
No redundancy
Scalable
Limitations:
Not recommended for mission-critical systems
No recovery from data loss
One bad sector affects entire disk of data
.....................................................................................................................................................
Data Warehousing Fundamentals 9-19
.....................................................................................................................................................
Protecting the Database
RAID Level 0: Striping
RAID-0 spreads (stripes) the database across hardware volumes. Striping data spreads
the I/O load across multiple disks, increasing throughput. There is a tradeoff between
performance and resilience. The more disks there are, the more files end up on a single
disk, and inevitably the more files are lost if there is a disk failure. This makes the use
of mirroring or RAID technology all the more important.
In the example, you see a file written to a four-drive disk array. Data is striped by
system block size, in increments of one segment at a time (the segment size is a
system-dependent feature). Independent data paths go to the drives, and the spreading
of segment-length portions of data is repeated across the entire disk array.
Benefits:
Is good for simultaneous reads and writes, which benefit applications that produce
very large files
Gives rise to no disk redundancy as data is striped by system block size, in
increments of one segment at a time
Provides a scalable solution
Limitations:
Is not recommended for mission critical systems
Provides no recovery from data loss
Enables one bad sector to affect the entire disk of data
.....................................................................................................................................................
9-20 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Backup
Plan at the design stage
Use hot backups for VLDBs
Back up necessary components:
Fact and dimension data
Warehouse schema
Metadata schema
Metadata
Export/Import
utility
Disk space
Time
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Data Warehousing Fundamentals 9-25
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Protecting the Database
Backup
The backup and recovery strategy for a warehouse needs to be considered at the design
stage. Details such as how the data is partitioned greatly affect the strategy. For small
and medium databases, daily cold backups (taken while all instances of the database
are shut down) and export/import are viable backup tools.
However, once you move to very large databases (VLDBs), complete cold backups
become difficult to fit into an overnight window. In addition, the disk space required
for a complete export of a large database becomes an issue. You need to consider other
strategies, such as using tape or other devices.
The defined backup strategy for the warehouse should allow for hot backups, where
you can back up any part of the database at any time of the day, while the database
instances are still active. With Oracle, this means backing up individual and active
tablespaces.
You should back up every component that is essential to warehouse operations
everything required to restore a working environment:
Fact data
Dimension data
Data warehouse and metadata schema
Data warehouse metadata
Export/Import
The export/import utility enables an entire or part of a database to be extracted into a
dump file and then imported into another database (under another owner if required).
Generally, import/export of a VLDB uses too much disk space. You could use named
pipes to a disk on a UNIX system to overcome space problems. However, this
technique would be very time-consuming.
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9-26 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.
Summary
This lesson discussed the following topics:
Explaining vertical partitioning and horizontal
partitioning
Distinguishing the different types of partitioning
methods
Distinguishing between B-tree index and bitmap
index
Understanding why warehouse typically uses
RAID 0, 1, or 5 to protect the database
.....................................................................................................................................................
Data Warehousing Fundamentals 9-27
.....................................................................................................................................................
Summary
Summary
This lesson discussed the following topics:
Discussing vertical partitioning and horizontal partitioning
Distinguishing the different types of partitioning methods
Distinguishing between B-tree index and bitmap index
Understanding why warehouse typically uses RAID 0, 1, or 5 to protect the
database
.....................................................................................................................................................
9-28 Data Warehousing Fundamentals
.....................................................................................................................................................
Lesson 9: Planning Warehouse Storage
Copyright Oracle Corporation, 1999. All rights reserved.