Integrating Data in Oracle BI

19 1 19 Oracle Business Intelligence Enterprise Edition Data Lineage This chapter describes how to integrate Oracle Business Intelligence Enterprise Edition OBIEE and Oracle Data Integrator ODI metadata to build report-to-source data lineage. This chapter includes the following sections: ■ Section 19.1, Introduction ■ Section 19.2, Installing the Lineage in an OBIEE Server ■ Section 19.3, Exporting Metadata from OBIEE and Refreshing the OBIEE Lineage ■ Section 19.4, Refreshing the OBIEE Lineage from Existing Exports ■ Section 19.5, Automating the Lineage Tasks ■ Section 19.6, Using the Lineage in OBIEE Dashboards

19.1 Introduction

OBIEE users need to know the origin of the data displayed on their reports. When this data is loaded from source systems into the data warehouse using ODI, it is possible to use the Oracle Data Integrator Lineage for Oracle Business Intelligence feature to consolidate Oracle Data Integrator ODI metadata with Oracle Business Intelligence Enterprise Edition OBIEE and expose this metadata in a report-to-source data lineage dashboards in OBIEE.

19.1.1 Components

The OBIEE Lineage is made up of the following components: ■ Lineage Tables : These tables consolidate both the OBIEE and ODI metadata. They are stored in the ODI Work Repository. ■ Lineage Artifacts for OBIEE : This pre-packaged OBIEE artifacts are deployed in OBIEE to access the lineage information. These include: – Lineage RPD containing the Physical, Logical and Presentation layers to access the Lineage Tables, – Lineage Web Catalog Requests to be used in existing dashboard to create report -to-source dashboards, – Images used in these dashboards. ■ Command Line Tools and a Wizard to automate the lineage tasks: 2 Product TitleBookTitle as a Variable – Deployment of the Lineage Artifacts for OBIEE in an OBIEE instance, – Extraction of the OBIEE Metadata from a OBIEE Instance, – Consolidation of the OBIEE and ODI Metadata in the ODI repository.

19.1.2 Lineage Lifecycle

This section describes the different phases of using OBIEE Lineage and the persons involved in these phases.

19.1.2.1 Setting up the Lineage

OBIEE or ODI administrators set up the lineage process. Setting up this process is required once and consists of the following tasks: 1. Deploying the Lineage Artifacts for OBIEE 2. Configuring and automating the ExtractionConsolidation Refresh Process

19.1.2.2 Refreshing the Lineage

OBIEE or ODI project managers refresh the lineage when either ODI or OBIEE metadata has changed, to synchronize the lineage tables content with their active OBIEE and ODI systems’ metadata. This refresh process:

1. Extracts the OBIEE Metadata from a OBIEE Instance

2. Consolidates the OBIEE and ODI Metadata in the Lineage Tables stored in the ODI

Work Repository. During this phase, a correspondence between the ODI Data Models and the OBIEE Physical Databases must be provided. By doing this mapping, you indicate that an existing model definition in Oracle Data Integrator corresponds to an existing database in OBIEE. These two should contain the same tables. By providing this mapping information, you enable the lineage to consolidate the OBIEE and ODI metadata and build an end-to-end lineage.

19.1.2.3 Using the Lineage

The lineage is used to extend existing dashboards. You can create specific links in these dashboards to browse the data lineage and view the execution statistics of the ODI sessions. You can also customize your own dashboards using the pre-packaged Lineage Artifacts for OBIEE. Figure 19–1 describes the Lineage lifecycle after the initial setup. 3 Figure 19–1 Lineage Lifecycle This image describes the Lineage lifecycle after the initial setup. The BIEE metadata is extracted 1 and consolidated with the ODI Metadata in the lineage tables 2. The lineage tables are accessed from the end-user’s dashboard 3 through the Lineage Artifacts deployed in the BIEE Server.

19.2 Installing the Lineage in an OBIEE Server

This section contains information and instructions for installing OBIEE Lineage: ■ Installation Overview ■ Requirements ■ Installation Instructions ■ Post-Installation Tasks

19.2.1 Installation Overview

Installing Lineage in an OBIEE Server deploys the required OBIEE artifacts in the OBIEE Repository and Web Catalog. The OBIEE Lineage artifacts are the Lineage RPD, the Lineage Web Catalog Requests, and the dashboard images. These artifacts are used to access the lineage content from your reports and dashboards. The installation is performed using the OBIEE Lineage Wizard. This wizard guides you through the installation, and also through the configuration and refresh of the Oracle Data Integrator ODI Lineage for Oracle Business Intelligence Enterprise edition OBIEE. After installation and configuration are complete, there are some post-installation tasks you need to perform, depending on your OBIEE version. The complete installation flow is as follows: