Managing An Initial Load Plan in OTBI Enterprise

5/8/2016
Managing an Initial Load Plan in OTBI Enterprise
Managing an Initial Load Plan in OTBI

Enterprise
Before You Begin
Purpose
In this tutorial, you dene, generate, and execute an initial load plan to load source data into the
Oracle Transactional Business Intelligence Enterprise (OTBI Enterprise) data warehouse. Once data is
loaded, it is available for OTBI Enterprise reports and dashboards.
Time to Complete
Approximately 1 hour (depending on time to execute the load plan)
Background
You use Conguration Manager to dene, generate, and execute a Source Extract and Load (SDE,
SIL, and PLP) load plan for OTBI Enterprise. A Source Extract and Load (SDE, SIL, and PLP) load
plan includes all tasks required to extract data from the source and load it into the OTBI Enterprise
data warehouse. You must dene, generate, and execute a domain-only load plan before completing
the steps in this tutorial. For more information, please refer to the companion tutorial in this series:
Normalizing Data in OTBI Enterprise.
Scenario
The goal of the tutorials in this series is to enable users with an implementer role to congure and
deploy OTBI Enterprise. An implementer is responsible for performing the initial setup and
conguration of OTBI Enterprise. The implementer role may be performed by the customer or by an
implementation partner. During the loading data stage, implementers load transactional data into the
OTBI Enterprise data warehouse for analysis by BI end users.
What Do You Need?

Before starting this tutorial, complete the steps in the companion OBEs in this series:
Performing the Initial Conguration of OTBI Enterprise
Normalizing Data in OTBI Enterprise
Performing Functional Setup of OTBI Enterprise
About Load Plans

http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/rel10/initial_load/initial_load.html
1/15
5/8/2016
A load plan runs a sequence of steps required to load data from a source system into the OTBI
Enterprise data warehouse. Once you have dened the settings for a load plan, you indicate to the
system that it is ready to be generated. Generating a load plan performs a set of activities in the
background to prepare the load plan for execution. Next, you schedule your load plan to execute
one time, or on recurring basis. Finally, you monitor the progress of the load plan execution.
A load plan life cycle comprises the following phases:
For more information about monitoring a load plan, refer to the tutorial in this series: Monitoring and
Troubleshooting a Load Plan in OTBI Enterprise.
Setting the Initial Extract Date

This is an optional step. If you haven't done so already, you should verify or set the initial extract date
before running the initial load plan. The initial extract date is required when you extract data for a full
load. You can use it to reduce the volume of data in the initial load. The specied initial extract date is
used as a lter on the creation date of source data in the selected full extract mapping. It indicates
how far back you want to extract data from the source for an implementation. For example, you may
choose to extract data only from last 3 years. There are dierent methods for accessing the initial
extract date parameter in Conguration Manager. You can access the Initial Extract Date for ETL
parameter via the implementation project task list, or via the Manage Data Load Parameters link. This
set of steps illustrates the method using the Manage Data Load Parameters link.
1. Sign in to Conguration Manager.
2. In the Tasks list, select Manage Data Load Parameters to open the Manage Data Load
Parameters page in the right pane.
2/15
5/8/2016
3. Select the Source Instance. Please note that the source instance name in the screenshots in this
example, Fusion-LoadPlan, is an arbitrary name assigned to the source instance congured
during source registration. It does not refer to a load plan.
3/15
5/8/2016
4. Select Code in the Parameter list.
5. Enter INITIAL_EXTRACT_DATE in the Search eld.
4/15
5/8/2016
6. Click Search. The Initial Extract Date for ETL global parameter is visible in the Data Load
Parameters section.
7. To edit the parameter, click the value or select the parameter in the Data Load Parameters list and
click the Edit icon to open the Edit Dialog box.
8. When you receive the Warning message, click Yes to continue.
9. In the Edit dialog box, enter the desired date in the Parameter Value eld.
5/15
5/8/2016
10. Click Save and Close.

11. In the Data Load Parameters list, conrm that the Initial Extract Data for ETL parameter is
updated.
12. Click Done.
Dening an Initial Load Plan

If you are deploying Fusion Applications, then you will have performed a Cloud Extract during Initial
Conguration to load data into your Cloud Storage Service. For more information, refer to the tutorial
Performing Initial Conguration of OTBI Enterprise. Also, you must dene, generate, and execute a
domain-only load plan before completing the remaining steps in this tutorial. For more information,
please refer to the companion tutorial in this series: Normalizing Data in OTBI Enterprise.
1. In the Tasks pane of Conguration Manager, under Load Plans Administration, select Manage
Load Plans. The Manage Load Plans page is displayed.
6/15
5/8/2016
2. On the Load Plans toolbar, click the Add icon.
3. The Dene Load Plan page is displayed.
4. On the rst page of the Dene Load Plan series, specify the load plan name and description. Enter
a unique name for the load plan to identify the data being loaded. This name is used in
Conguration Manager, and in Health Check email notications. A description is optional.
7/15
5/8/2016
5. For Load Plan Type, select Source Extract and Load (SDE, SIL and PLP). A Source Extract and
Load (SDE, SIL, and PLP) load plan includes all tasks to extract from the source and load the data
warehouse tables.
6. Select the source instance from which the fact groups will be selected. This list displays the data
sources that you specied when you registered your source systems. For more information, refer
to the tutorial Performing Initial Conguration of OTBI Enterprise.
7. Click Next to display the second page of the Dene Load Plan series.
8/15
5/8/2016
8. In the Available Selections tab, select the oerings and fact groups to include it in the domains
load plan denition. Note that fact groups may belong to a hierarchy of fact groups. You can select
only the top-level parent fact group and not a child fact group. A load plan must contain at least
one fact group.
9. Click the Selected Fact Groups tab and verify that the selected fact groups are visible in the Fact
Group eld.
9/15
5/8/2016
10. Save the load plan. After a load plan is saved, it is displayed in the Load Plans master list.
Exploring the Initial Load Plan Settings
1. Select the load plan you just created in the Load Plans master list.
2. Click the Fact Groups sub-tab.
10/15
5/8/2016
3. Expand the source name and conrm that the selected fact groups are associated with the load
plan, and the data source number is set as expected. You use this tab to view the fact groups
associated with a load plan selected in the Load Plans list. The fact groups displayed may belong
to a hierarchy of fact groups. You can expand the fact group node to view the hierarchy.
4. Click the Data Load Parameters tab. You use this tab to view and edit the data load parameters
associated with a load plan selected in the Load Plans list. The Data Load Parameters list includes
both application-specic and global parameters. Application-specic parameters are associated
with one or more fact groups included in the load plan denition. Global parameters apply to all
applications and can also be associated with specic fact groups.
11/15
5/8/2016
5. Click the Domains and Mappings tab. You use the Domains and Mappings tab to view and edit
domains and mappings related to a load plan selected in the Load Plan list. The domains and
mappings are associated with the fact group included in the load plan denition.
6. Click the Schedules tab. You use the Schedule tab to view, create, edit, and delete schedules for
the execution of a load plan.
Generating an Initial Load Plan
12/15
5/8/2016
A load plan must be generated successfully before it can be executed. Load plans must be generated
serially or the process will fail. Do not launch a second load plan generation if one is already
underway. You must wait until the rst generation process completes before you launch the next
generation process.
1. In the Load Plans master list, select the Source Extract and Load (SDE, SIL and PLP) load plan
that you dened in the previous set of steps.
2. Click the Generate icon
on the Load Plans toolbar to begin the generation process.
3. Use the Generation Status column to monitor the progress of the generation process. The process
must complete and display the Succeeded icon before you can move on to the next step. Click
the Refresh icon on the toolbar to refresh the display.
Executing an Initial Load Plan

You can only execute (run) a load plan if it was successfully generated.
1. Select the Source Extract and Load (SDE, SIL and PLP) load plan by clicking inside the eld. Do
not drill down on the load plan name.
2. Execute the load plan by clicking the Execute icon
on the toolbar.
13/15
5/8/2016
3. Enter the following in the Execute Load Plan dialog box:
Context: Global
Logical Agent: OracleDIAgent
Oracle Data Integrator Work Repository: BIAPPS_WORKREP
Log Level: <Accept Default>
4. Click OK. Allow a moment for the Execute Load Plan Dialog to close and the execution process to
begin
5. Use the Execution Status column to monitor the progress of the execution process. Click the
Refresh icon on the Load Plans toolbar to refresh the display. Initially, the Running icon will
display in the Execution Status column. Eventually the status icon should turn to Succeeded
to indicate that the load plan execution completed successfully. If you receive an error, please
refer to the tutorial Monitoring and Troubleshooting a Load Plan in OTBI Enterprise.
Want to Learn More?

OTBI Enterprise Help Center (https://docs.oracle.com/cloud/latest/otbie_gs/BITIG/toc.htm)
14/15
5/8/2016
About Oracle (http://www.oracle.com/corporate/index.html)

Contact Us (http://www.oracle.com/us/corporate/contact/index.html)
Legal Notices (http://www.oracle.com/us/legal/index.html)
Terms of Use (http://www.oracle.com/us/legal/terms/index.html)

Your Privacy Rights (http://www.oracle.com/us/legal/privacy/index.html)
Copyright 2015, Oracle and/or its aliates. All rights reserved.
15/15

Managing An Initial Load Plan in OTBI Enterprise

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Managing An Initial Load Plan in OTBI Enterprise

Uploaded by

Copyright:

Available Formats

5/8/2016

Managing an Initial Load Plan in OTBI Enterprise

Managing an Initial Load Plan in OTBI

What Do You Need?

About Load Plans

Managing an Initial Load Plan in OTBI Enterprise

Setting the Initial Extract Date

Managing an Initial Load Plan in OTBI Enterprise

Managing an Initial Load Plan in OTBI Enterprise

4. Select Code in the Parameter list.

5. Enter INITIAL_EXTRACT_DATE in the Search eld.

Managing an Initial Load Plan in OTBI Enterprise

8. When you receive the Warning message, click Yes to continue.

Managing an Initial Load Plan in OTBI Enterprise

10. Click Save and Close.

12. Click Done.

Dening an Initial Load Plan

Managing an Initial Load Plan in OTBI Enterprise

2. On the Load Plans toolbar, click the Add icon.

3. The Dene Load Plan page is displayed.

Managing an Initial Load Plan in OTBI Enterprise

Managing an Initial Load Plan in OTBI Enterprise

Managing an Initial Load Plan in OTBI Enterprise

Exploring the Initial Load Plan Settings

2. Click the Fact Groups sub-tab.

Managing an Initial Load Plan in OTBI Enterprise

Managing an Initial Load Plan in OTBI Enterprise

Generating an Initial Load Plan

Managing an Initial Load Plan in OTBI Enterprise

2. Click the Generate icon

on the Load Plans toolbar to begin the generation process.

Executing an Initial Load Plan

2. Execute the load plan by clicking the Execute icon

Managing an Initial Load Plan in OTBI Enterprise

3. Enter the following in the Execute Load Plan dialog box:

Want to Learn More?

Managing an Initial Load Plan in OTBI Enterprise

About Oracle (http://www.oracle.com/corporate/index.html)

Legal Notices (http://www.oracle.com/us/legal/index.html)

Terms of Use (http://www.oracle.com/us/legal/terms/index.html)

You might also like