OBIEE/ADF Integration using the Action Framework
Mark Rittman, Technical Director, Rittman Mead
Andrejus Baranovskis, CEO, Red Samurai Consulting
Oracle OpenWorld 2011, San Francisco, October 2011
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Saturday, 1 October 11
Mark Rittman
• Mark Rittman, Co-Founder of Rittman Mead
• Oracle ACE Director, specialising in Oracle BI&DW
• 14 Years Experience with Oracle Technology
• Regular columnist for Oracle Magazine
• Author of forthcoming Oracle Press book on OBIEE 11g
• Technical Director at Rittman Mead (http://www.rittmanmead.com)
‣ Oracle BI Foundation Specialist Gold Partner
‣ Offices in UK, USA, India and Australia
• Writer for Rittman Mead Blog :
http://www.rittmanmead.com/blog
• Email : mark.rittman@rittmanmead.com
• Twitter : @markrittman
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11
Andrejus Baranovskis
• CEO and Founder of Red Samurai Consulting
• Oracle ACE Director specializing in ADF, WebCenter, UCM, SOA and BPM
• Regular blogger at http://andrejusb.blogspot.com/
• Red Samurai – Oracle Specialized Partner
‣ Oracle Fusion Middleware Innovation Award 2010
‣ SOA Partner Community Award for Outstanding Contribution Across the World 2010
‣ 2010 Enterprise 2.0 Blazer: Enterprise 2.0 Leader Award
• Email : abaranovskis@redsamuraiconsulting.com
• Twitter : @andrejusb
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Saturday, 1 October 11
Oracle Business Intelligence 11g (11.1.1.5)
• Oracle’s BI platform, now at release 11.1.1.5 (11gR1)
• Wide range of servers, tools, metadata stores based around Oracle FMW11g
• Based on Siebel Analytics with additions from Oracle and Hyperion products
• Often used in conjunction with the BI Applications and EPM Suite
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Saturday, 1 October 11
Web-Based Delivery of Analytics and Analysis
• Users access information and analytics through role-based dashboards
• Can also publish reports to PDF, distribute, or access through MS Office
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Saturday, 1 October 11
Web-Based Delivery of Analytics and Analysis
• Users access information and analytics through role-based dashboards
• Can also publish reports to PDF, distribute, or access through MS Office
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11
Web-Based Authoring Tools for “Power Users”
• Reports and analyses are created using web-based tools
• Point-and-click creation of tables, pivot-tables, charts, maps, gauges
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11
Web-Based Authoring Tools for “Power Users”
• Reports and analyses are created using web-based tools
• Point-and-click creation of tables, pivot-tables, charts, maps, gauges
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11
All Built Using Shared “Common Enterprise Information Model”
• All reporting tools can take their data from a shared metadata layer
• Defined as dimensional model, embeds common calculations and drill paths
• Subject-area and row-level security
• Three-layer design to provide
abstraction from underlying
complicated source systems
Simplification of the Data Model
Integration of Disparate DataSources
Addition of Business Logic and Calculations
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Saturday, 1 October 11
Based on Fusion Middleware 11g Platform
• Built on a foundation of Oracle Fusion Middleware 11g
• Common security (Oracle Identity Management, Oracle Access Manager)
• Deployed on WebLogic Server
• Managed through Fusion Middleware
Control (Enterprise Manager)
• Built using multiple technologies
including JDeveloper (ADF)
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Saturday, 1 October 11
Oracle Application Development Framework (ADF)
• Oracle’s Java framework for building enterprise applications
• Visual and declarative approaches to Java EE development
• Uses the MVC (Model-View-Controller) architecture
• Uses JDeveloper 11g to create applications (free download)
• Runtime element included in
Oracle Application Server license
• Tooling that is used to create the
Fusion Applications
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Saturday, 1 October 11
ADF Architecture
• Aim is to minimize the amount of Java code you write (a.k.a., the successor to Forms)
• MVC (Model-View-Controller) approach separates the application into
‣ A Model layer that handles
interactions with data sources
‣ A View layer that handles
the UI, and
‣ A Controller layer that
handles the application flow
• Also adds a Business Services
layer that provides access to
data from various sources
‣ Model layer then acts
as an abstraction layer
over Business Services layer
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Saturday, 1 October 11
OBIEE 11g and ADF 11.1.1.5+ Integration Points
• OBIEE Analyses, dashboards and scorecards can
be embedded in ADF pages
• OBIEE Semantic layer can be a data source for
ADF business components
• OBIEE Repositories can use ADF View Objects
as data sources
• OBIEE Analyses and ADF regions
can exchange parameters and events
• OBIEE, through the Action Framework,
can leverage ADF web services
• Both OBIEE and ADF can share common
security, and hosting in WebLogic Server
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Saturday, 1 October 11
Building Blocks for the Oracle Fusion Applications
• The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE
• ADF applications, using Fusion Middleware and a SOA architecture
• BI components embedded in all pages
• Workflow, data entry, analysis, collaboration all in one hybrid application
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Saturday, 1 October 11
Building Blocks for the Oracle Fusion Applications
• The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE
• ADF applications, using Fusion Middleware and a SOA architecture
• BI components embedded in all pages
• Workflow, data entry, analysis, collaboration all in one hybrid application
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Saturday, 1 October 11
Building Blocks for the Oracle Fusion Applications
• The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE
• ADF applications, using Fusion Middleware and a SOA architecture
• BI components embedded in all pages
• Workflow, data entry, analysis, collaboration all in one hybrid application
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Saturday, 1 October 11
Building Blocks for the Oracle Fusion Applications
• The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE
• ADF applications, using Fusion Middleware and a SOA architecture
• BI components embedded in all pages
• Workflow, data entry, analysis, collaboration all in one hybrid application
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Saturday, 1 October 11
Why Is ADF of Interest to OBIEE Developers?
• Allows you to create composite applications that create a workflow around OBIEE
• Escape the restrictions of a dashboard, to create a proper LOB application
• ADF also has early access to new DVT visualizations that may be useful for your project
‣ Gantt Charts
‣ Organization charts
‣ More graph types
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Saturday, 1 October 11
Why Is ADF of Interest to OBIEE Developers?
• Allows you to create composite applications that create a workflow around OBIEE
• Escape the restrictions of a dashboard, to create a proper LOB application
• ADF also has early access to new DVT visualizations that may be useful for your project
‣ Gantt Charts
‣ Organization charts
‣ More graph types
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Saturday, 1 October 11
Why is OBIEE of Interest to ADF Developers?
• Organizes reports into a catalog, with full report authoring tools
• Metadata (semantic) layer, adds business context and integration to data
• Pre-built integration with EBS, Fusion Applications, PSFT, Siebel etc
• Full range of visualizations including scorecards, KPIs, maps, pivot tables
• New Action Framework in OBIEE 11g integrates with web services, ADF events etc
• Ability to connect to analytic
data sources such as
‣ Essbase
‣ TimesTen
‣ Teradata
‣ Oracle OLAP
• BI Automation through agents,
conditions and actions
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Saturday, 1 October 11
The OBIEE 11g Action Framework
• Provides the ability for OBIEE to call web service and other application functionality
• Define actions that leverage web services, server-side scripts and other functions
• Part of the Action Framework
‣ Detect business events through Agents
‣ Analyze through BI dashboards, analyses, scorecards etc
‣ Respond through Actions
• Allows you to combine BI and transactional
applications in “closed loop analytics”
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Saturday, 1 October 11
Why Not Just Use the ADF Data Visualization Tools Components?
• ADF has a number of data visualization components (DVT)
• These are actually the components that OBIEE tables, pivots, charts are built on
• But they do not come with a metadata layer
• And they are basic; they do not support KPIs, scorecards, interactions, actions
• No ability to leverage Essbase and other non-SQL sources
• Building blocks, not a BI platform
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Saturday, 1 October 11
Integration Example: A Composite ADF / OBIEE 11g Application
• To demonstrate how this integration works, we created a sample application
• Demonstrate a number of integration points
‣ Embed BI objects into an ADF application
‣ Pass parameter from the ADF application to the BI objects
‣ Pass context (parameters) from the BI object to the ADF components
‣ Have the BI objects call JDeveloper web services from the dashboard
• Other integration points to be developed in future
‣ Combine OLTP and BI data in single ADF form
‣ Source ADF BC data from OBIEE metadata layer
‣ ADF application call BI alerts, actions from ADF application
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Saturday, 1 October 11
Combined ADF / OBIEE Application Built on OFM 11.1.1.5
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Saturday, 1 October 11
Combined ADF / OBIEE Application Built on OFM 11.1.1.5
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Saturday, 1 October 11
Combined ADF / OBIEE Application Built on OFM 11.1.1.5
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Saturday, 1 October 11
Steps to Create the BI Content
1. Create the Oracle BI Repository (the metadata layer)
2. Create analyses against repository data, add calculations, graphs etc
3. Create key performance indicators & KPI watchlist
4. Create agents and actions
5. Create dashboards that implement these objects
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Saturday, 1 October 11
Creating the BI Content Step 1 : Create the Oracle BI Repository
• Use the Oracle BI Administration tool to create an Oracle BI Repository
• Import tables, views and other objects from the OE Sample Schema
• Create joins and keys in the Physical layer
• Define logical dimensional model, calculations and hierarchies in the Business Model
• Publish as a subject area in the Presentation layer
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Saturday, 1 October 11
Adding ADF Business Components View Objects as a Data Source
• Using OBIEE 11g, ADF Business Component View Objects can be a data source
• Read from the view object as if it were a regular data source
• Requires an OBIEEBroker shared library to be deployed to the ADF WLS server
• Allows the BI dashboard to run off of the same data as the ADF application
‣ Can also add SQL Bypass database that
takes the VO SQL and executes directly
on the DB, allow aggregations and functions
to be “function-shipped” to the DB
• Approach taken by Fusion Applications for
OTBI (Oracle Transactional BI)
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Saturday, 1 October 11
Creating the BI Content Step 2 : Creating Analyses
• Analyses (reports) are then created using the Business Intelligence application
• Create filters, calculations and other criteria
• Add tables, views, graphs, gauges
• Save into the Presentation Services Catalog
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Saturday, 1 October 11
Creating the BI Content Step 2 : Creating Analyses
• Analyses (reports) are then created using the Business Intelligence application
• Create filters, calculations and other criteria
• Add tables, views, graphs, gauges
• Save into the Presentation Services Catalog
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Saturday, 1 October 11
Creating the BI Content Step 2 : Creating Analyses
• Analyses (reports) are then created using the Business Intelligence application
• Create filters, calculations and other criteria
• Add tables, views, graphs, gauges
• Save into the Presentation Services Catalog
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1
2
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Saturday, 1 October 11
Creating the BI Content Step 3 : Create KPIs and KPI Watchlist
• Using metrics and dimensions defined in the Oracle BI Repository, KPIs can be created
• Made up of four elements
‣ Actual measure, Target measure
‣ Dimensionality, Thresholds (states)
• KPIs can then be organized into KPI watchlists, and balanced scorecards
• Provides additional business context for the data in the system
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Saturday, 1 October 11
Creating the BI Content Step 3 : Create KPIs and KPI Watchlist
• Using metrics and dimensions defined in the Oracle BI Repository, KPIs can be created
• Made up of four elements
‣ Actual measure, Target measure
‣ Dimensionality, Thresholds (states)
• KPIs can then be organized into KPI watchlists, and balanced scorecards
• Provides additional business context for the data in the system
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Saturday, 1 October 11
Creating the BI Content Step 4 : Creating Agents and Actions
• A function provided by the JDeveloper application adds or removes credit holds
• Provided by a web service developed in JDeveloper; WSDL URL then passed to BI
• Action is created in the catalog that references this WSDL
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3
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Saturday, 1 October 11
Creating the BI Content Step 4 : Creating Agents and Actions
• Action is then added to the analysis
• Web service parameters are then mapped to columns as inputs
• Action can be made conditional (only display if credit currently on hold)
• When triggered by the user, executes the web service asynchronously
via Action Service Java component in OBIEE 11g
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Saturday, 1 October 11
Creating the BI Content Step 5 : Creating Dashboards
• All content is then added to a BI dashboard
• Analyses, KPI scorecards or whole dashboards can then be added to the ADF
application, accessed through a connection to the catalog
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Saturday, 1 October 11
ADF Application Overview
• Oracle Application Developer Framework (ADF) application
built using JDeveloper 11.1.1.5 (11.1.2 not compatible with BI objects in ADF page)
• Created using the Fusion Web Application application template
‣ MVC (Model, View, Controller)
design pattern
‣ Model consists of Business Component
View Objects
‣ View consists of JSF pages
‣ Controller is Java application logic
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Saturday, 1 October 11
Initial Application Design - Powerpoint Mockup
• Initial design was mocked-up in Powerpoint
• Four-tab application focused around supply chain, finance, sales, management
• Each page will have elements of both BI, and ADF transactional elements
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Saturday, 1 October 11
ADF / OBIEE Integration Tasks
1. Create the Catalog Connection
2. Create the framework application
3. Add the drop-down menu
4. Embed the BI content in the application
5. Pass Context from BI to ADF via QDR
6. Implement the transactional form & pass QDR values
7. Deploy to WLS server
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Saturday, 1 October 11
ADF/OBIEE Integration Step 1 : Adding the Catalog Connection
• JDeveloper 11.1.1.5 allows you to create a connection to the OBIEE Presentation
Services Catalog
• Once connected, can then drag and drop BI objects into the application
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Saturday, 1 October 11
ADF/OBIEE Integration Step 1 : Adding the Catalog Connection
• JDeveloper 11.1.1.5 allows you to create a connection to the OBIEE Presentation
Services Catalog
• Once connected, can then drag and drop BI objects into the application
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Saturday, 1 October 11
ADF/OBIEE Integration Step 1 : Adding the Catalog Connection
• JDeveloper 11.1.1.5 allows you to create a connection to the OBIEE Presentation
Services Catalog
• Once connected, can then drag and drop BI objects into the application
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2
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Saturday, 1 October 11
Credentials / Security Integration Issues
• When you add the catalog connection, the security credentials are stored in the
integrated WLS server used by JDev
• These then need to be copied to the deployment WLS credential store like this:
• 1. Create [Middleware_Home]\user_projects\bifoundation_domain\migration
• 2. Copy all scripts from [Middleware_Home]\oracle_common\modules\oracle.jps_11.1.1\scripts
to the above folder
• 3. Create a config.xml file to define the migration process
• 4. Copy the cwallet.sso file from the local JDeveloper project to the migration directory.
• 5. From command line execute the below command, to perform the migration
C:\Middleware\oracle_common\common\bin\wlst.cmd
migrateSecurityStore.py -type credStore
-configFile config.xml -src mySrc -dst myDest
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Saturday, 1 October 11
Config.XML File to Define Credentials Migration
• Used to define what is migrated by the migrateSecurityStore.py script
<?xml version="1.0" encoding="UTF-8" standalone='yes'?>
<jpsConfig xmlns="http://xmlns.oracle.com/oracleas/schema/11/jps-config-11_1.xsd"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://xmlns.oracle.com/oracleas/schema/11/jps-config-11_1.xsd"
schema-major-version="11" schema-minor-version="1">
<serviceProviders>
<serviceProvider type="CREDENTIAL_STORE" name="credstoressp"
class="oracle.security.jps.internal.credstore.ssp.SspCredentialStoreProvider">
<description>SecretStore-based CSF provider</description>
</serviceProvider>
</serviceProviders>
<serviceInstances>
<serviceInstance name="credstore" provider="credstoressp" location="../fmwconfig">
<description>File Based Credential Store Service Instance</description>
</serviceInstance>
<serviceInstance name="srccredstore" provider="credstoressp" location="./">
<description>File Based Credential Store Service Instance2</description>
</serviceInstance>
</serviceInstances>
<jpsContexts default="myDest">
<jpsContext name="myDest">
<serviceInstanceRef ref="credstore"/>
</jpsContext>
<jpsContext name="mySrc">
<serviceInstanceRef ref="srccredstore"/>
</jpsContext>
</jpsContexts>
</jpsConfig>
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Saturday, 1 October 11
ADF/OBIEE Integration Step 2 : Create Framework Application
• Create the Model objects
‣ ADF Business Component View Objects that
abstract data access to the OE schema
‣ Provides access to data for the application
• Create the View objects
‣ JSF pages made up of page fragments
‣ Tabs for navigation
• Create the Controller
‣ Java code to implement the
application logic
• Four tabs created in the application
‣ Supply Chain
‣ Finance
‣ Sales
‣ Management
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Saturday, 1 October 11
ADF/OBIEE Integration Step 3 : Add Drop-Down Menu
• One of the integration points in the application is an ADF drop-down menu,
that will drive changes in an embedded BI analysis
• This is therefore created by dragging and dropping an ADF BC View Object onto
one of the pages to create a drop-down menu
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Saturday, 1 October 11
Embed BI Content in the Application
• Drag and drop analyses, dashboard, dashboard pages or KPI watchlists
from the catalog connection
• Connect any analyses with filters to data controls on the page, to pass parameters
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Saturday, 1 October 11
ADF/OBIEE Integration Step 4 : Pass Context from BI via QDR
• As well as receiving parameters, BI objects can pass parameters (or “context”)
• Passed as an ADF contextual event, with a QDR (“qualified data reference”) as payload
• QDR then has to be parsed to retrieve dimension values
{"_m":[{"_g":{"%22Warehouses%20Dim%22.%22Warehouse
%20Name%22":["Mexico%20City"]}},{"_g":
{"%22Products%20Dim%22.%22Product%20ID%22":
[3167]}},{"_g":{"%22Products%20Dim%22.%22Product
%20Name%22":["Manual%20-%20Vision%20OS/2.x"]}},
{"_g":{"%22Orders%20Fact%22.%22Quantity%20Ordered
%22":[216]} ... }}
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Saturday, 1 October 11
Enabling ADFContextualEvent in OBIEE 11.1.1.5
• Passing ADF contextual events is a “hidden parameter” in OBIEE 11.1.1.5
• Add the following entry to the instanceconfig.xml file:
<ActionLinks>
<EnableADFContextualEvent>true</EnableContextualEvent>
</ActionLinks>
• Then a new action type will become
available when creating action links
• Does not take parameters, and
passes values of all dimensions
through the QDR
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Saturday, 1 October 11
Detecting ADF Contextual Event
• Add event details to the page definition that contains the ADF object that will
detect the ADF contextual event
• Give the event a name and a consumer handler name
• You will detect this in the next step
<eventMap xmlns="http://xmlns.oracle.com/adfm/
contextualEvent">
<event name="handleBIContextualEvent">
<producer region="*">
<consumer handler="receiveBiQDREvent">
<parameters>
<parameter name="qdr" value="$
{payLoad}"/>
</parameters>
</consumer>
</producer>
</event>
</eventMap>
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Saturday, 1 October 11
Parsing the ADF Contextual Event QDR
• The QDR then has to be parsed to retrieve the dimension values
• Performed by Java code inside a Javabean
public void receiveBiQDREvent(String incomingPayload) {
int index0 = incomingPayload.indexOf("%22Warehouses%20Dim
%22.%22Warehouse%20Name%22");
int index1 = incomingPayload.indexOf("]}", index0);
String warehouseName = incomingPayload.substring(index0 + 49,
index1 - 1);
warehouseName = warehouseName.replaceFirst("%20", " ");
Integer warehouseId = 0;
DCBindingContainer dcBc =
ADFUtils.getDCBindingContainer();
OperationBinding ob =
dcBc.getOperationBinding("getWarehouseIdByName");
index0 = incomingPayload.indexOf("%22Products%20Dim
%22.%22Product%20ID%22");
index1 = incomingPayload.indexOf("]}", index0);
String productId = incomingPayload.substring(index0 + 42,
index1);
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Saturday, 1 October 11
ADF/OBIEE Integration Step 5 : Implement Form & Pass QDR
• A form was added to the ADF application, to allow inventory items to be ordered
• Shows how a transactional element can be added to the application
• Can be used in isolation, and will be connected to the inventory management BI object
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Saturday, 1 October 11
Connecting the ADF Form to the BI Analysis QDR Results
• The QDR from the BI analysis processed earlier is used to set values for the form
if (dcIb != null) {
ob.getParamsMap().put("name", warehouseName);
warehouseId = (Integer)ob.execute();
dcIb.setCurrentRowWithKeyValue(warehouseId.toString());
dcIb = dcBc.findIteratorBinding("ProductsView1Iterator");
dcIb.setCurrentRowWithKeyValue(productId);
ob = dcBc.getOperationBinding("getQuantityOnHand");
ob.getParamsMap().put("productId", productId);
ob.getParamsMap().put("warehouseId", warehouseId);
Integer quantityOnHand = (Integer)ob.execute();
ADFUtils.setBoundAttributeValue("stockLevelAttr", quantityOnHand);
AdfFacesContext.getCurrentInstance().addPartialTarget(warehouseChoiceList);
AdfFacesContext.getCurrentInstance().addPartialTarget(orderingForm);
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Saturday, 1 October 11
Connecting the ADF Form to the Transactional Database
• When the form submit button is pressed, stock is re-ordered & reflected in BI analysis
Request Restock
public void requestRestock(ActionEvent actionEvent) {
DCBindingContainer dcBc = ADFUtils.getDCBindingContainer();
OperationBinding ob = dcBc.getOperationBinding("storeQuantityOnHand");
Integer result = (Integer)ob.execute();
ADFUtils.setBoundAttributeValue("stockLevelAttr", result);
}
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11
ADF/OBIEE Integration Step 6 : Deploy to WebLogic Server & Test
• Complete application is then deployed to the WLS server
‣ For the example, it is deployed to the OBIEE 11g WLS server
‣ In real-world, OBIEE WLS is limited use and you will need to use separate server
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Saturday, 1 October 11
Experiences, and Lessons Learned
• Check versions: Only certain JDev versions are compatible with OBIEE 11g
‣ Don’t assume all versions will work; also this restricts use of WebCenter etc
• This is very new functionality, and is not very well documented
‣ ADF Contextual Events is not documented (or the documents are incorrect)
‣ The main customer for these features is the Fusion Apps, not us
• Beware of complexities around things like security, credentials, deploying libraries etc
‣ Recommend that you have a dialog with us, or with Oracle development
• Be prepared to spend time on getting the UI correct, and for debugging interactions
• Consider how best to apply BI within the application
‣ Don’t just dump analyses into the application
‣ Think about how you can use BI contextually to add insight to the applicationT
‣ Think in terms of sensors, workflows, what is the user trying to achieve?
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11
More Information
• Thank you for attending this presentation
• More information can be found at http://www.rittmanmead.com
• Contact us at info@rittmanmead.com or mark.rittman@rittmanmead.com
• Look out for our book, “Oracle Business Intelligence Developers Guide” due Q1 2012
• Follow-us on Twitter (@rittmanmead) or Facebook (facebook.com/rittmanmead)
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11
OBIEE/ADF Integration using the Action Framework
Mark Rittman, Technical Director, Rittman Mead
Andrejus Baranovskis, CEO, Red Samurai Consulting
Oracle OpenWorld 2011, San Francisco, October 2011
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com
Saturday, 1 October 11