Oracle BI

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Real-Time Dashboards

Student Guide – Volume I

D63778GC20

Edition 2.0

November 2012

D79752

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Oracle BAM 11g: Build

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Rosie Piller Phoebe He

Disclaimer

Technical Contributors and Reviewers Payal Srivastava Michelle Lapid Lloyd E. Williams Mona Rakibe David Read Simone Geib Jerry Elliott Martin Schlichenmayer Gary Barg Stephen Sherman Vishal Sharma Madhusudan Kannan Graphic Designer Rajiv Chandrabhanu Editors Daniel Milne Richard Wallis Aju Kumar Chandrasekharan Publishers Joseph Fernandez Giri Venugopal

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Authors

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Course Overview Objectives 1-2 Course Target Audience 1-3 Course Description 1-4 Course Objectives 1-5 Suggested Class Schedule: Day One 1-7 Suggested Class Schedule: Day Two 1-8 Suggested Class Schedule: Day Three 1-9 Acronyms Used in This Course 1-10 Summary 1-14

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Overview of Oracle Business Activity Monitoring Objectives 2-2 Lesson Agenda 2-3 Business Processes: A Black Box 2-4 Opening the Black Box 2-5 Business Activity Monitoring: Introduction 2-6 Putting BAM into Perspective 2-7 Real-Time End-to-End Process Visibility 2-9 Who Needs BAM? 2-10 Sample Use Cases 2-11 How Does Oracle BAM Meet the Business Challenge? 2-12 Capture Real-Time Data 2-13 Analyze Processes, Trends, and Context 2-14 Immediately Deliver Information to Business Users 2-15 The Result 2-16 Oracle BAM Advantage 2-17 Quiz 2-18 Lesson Agenda 2-19 Introducing Oracle BAM Architecture 2-20 Key Components and Message Flow 2-22 Enterprise Integration Framework 2-24 Active Data Cache 2-26 Active Data Cache (ADC) 2-27 Report Cache 2-28 Web Tier: Report Server and ADF 2-30

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Contents

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Designing Data Objects Objectives 3-2 Lesson Agenda 3-3 What Are BAM Data Objects? 3-4 How Are BAM Data Objects Used? 3-5 High-Level Process 3-6 High-Level Process (Using Built-In Integration from BPEL or BPM Process) 3-7 Designing BAM Data Objects 3-8 How Are BAM Data Objects Managed? 3-9 How Are BAM Data Objects Created? 3-10 Using BAM Architect to Create BAM Data Objects 3-11 Using ICommand to Create Data Objects 3-12 BAM Data Object Properties and Actions 3-13 General View 3-14 Layout View 3-15 Field Data Types 3-16 Contents View 3-17

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Report Server 2-31 Event Engine 2-32 Quiz 2-34 Lesson Agenda 2-38 Oracle BAM: Tools 2-39 Oracle BAM Active Viewer: Viewing Dashboards 2-41 Oracle BAM Active Studio: Configuring Dashboards and Alerts 2-42 Oracle BAM Architect: Configuring Data Objects, Message and Data Sources, and Alerts 2-44 Oracle BAM Administrator: Managing Object Ownership and Creating Distribution Lists 2-45 BAM Application Roles 2-46 ICommand 2-47 Behind the Scenes: Enterprise Manager and WebLogic Server Consoles 2-48 Quiz 2-49 Lesson Agenda 2-51 Oracle SOA Suite and Oracle BPM Suite 2-52 Before SOA: Problem Statement 2-54 SOA: Assembling Services and Business Processes 2-55 Oracle BPM: Layered over SOA Suite 2-56 Benefits of SOA and BPM 2-57 Practice 2 Overview: Oracle BAM Tour 2-58 Summary 2-59

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Integrating Data into Oracle BAM Objectives 4-2 Lesson Agenda 4-3 Enterprise Integration Framework 4-4 JMS Connector (Enterprise Message Sources) 4-5 BAM Adapter 4-6 Web Services 4-7

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Renaming, Deleting, and Clearing Data Objects 3-18 Quiz 3-20 Practice 3-1 Overview: Creating Data Objects 3-22 Lesson Agenda 3-23 Calculated Fields 3-24 Calculated Fields: Where to Configure? 3-26 Lookup Fields 3-27 Defining Lookup Fields 3-28 Sample Data Object with Lookup Fields 3-30 Lookup Fields: Best Practices 3-31 Lookup Fields: Additional Notes 3-32 Quiz 3-33 Lesson Agenda 3-34 Restricting Access 3-35 Permissions View 3-36 Security Filters View 3-38 Components in Configuring Row-Level Security 3-39 Steps to Configure Row-Level Security 3-40 Security Filters: Additional Notes 3-41 Quiz 3-42 Dimensions View 3-45 Sample Dimension with Two Hierarchies 3-46 Creating Dimensions and Hierarchies 3-47 Date-Time Fields in Hierarchies: Selecting Time Levels 3-49 Quiz 3-50 Lesson Agenda 3-51 Indexes View 3-52 External Data Objects 3-54 System Data Objects 3-56 Quiz 3-58 Best Practices 3-60 Practice 3-2 Overview: Adding Advanced Features to Data Objects 3-61 Summary 3-62

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Oracle Data Integrator 4-8 External Data Sources 4-9 Quiz 4-10 Lesson Agenda 4-14 Using Enterprise Message Sources 4-15 Defining an Enterprise Message Source 4-17 Defining an EMS: Connection Details and Basic Information 4-18 Defining an EMS: Formatting Text Messages 4-19 Defining an EMS: Mapping Fields 4-20 When to Use Advanced XML Formatting (XSLT) 4-21 Adding and Testing XSL Transformations 4-22 Integrating Data from Foreign Data Providers 4-23 Quiz 4-25 Best Practices (Enterprise Message Sources) 4-27 Practice 4-1 Overview: Creating and Using Enterprise Message Sources 4-28 Lesson Agenda 4-29 BAM Adapter (Review) 4-30 Oracle SOA Suite: Two Ways for BAM Adapter to Communicate with Oracle BAM Server 4-31 Web Services (Review) 4-32 Using Web Services with Oracle BAM 4-33 Oracle Data Integrator (Review) 4-34 Using Oracle Data Integrator (ODI) to Extract, Load, and Transform 4-35 BAM Knowledge Modules 4-37 Using ODI to Manipulate Oracle BAM Data: Sample 4-39 Setting Up Oracle BAM and ODI Files 4-40 ODI with Oracle BAM: Benefits and Usage 4-42 Quiz 4-43 Lesson Agenda 4-44 External Data Sources 4-45 Integrating External Data Sources 4-46 Creating an External Data Source 4-47 Creating an External Data Object 4-48 External Data Sources Usage Notes 4-49 Quiz 4-50 Best Practices (Enterprise Data Sources) 4-52 Practice 4-2: Scenario 4-53 Practice 4-2: Solution (Part 1) 4-54 Practice 4-2: Solution (Part 2) 4-55 Practice 4-2 Overview: Creating and Using External Data Sources 4-56 Summary 4-57

Creating Simple Dashboards Objectives 5-2 Lesson Agenda 5-3 Oracle BAM Dashboards 5-4 Features 5-5 Oracle BAM View Types 5-6 Sample Bar Chart Views 5-7 Pie Chart Views 5-8 Streaming List and Updating List Views 5-9 Updating Ordered List and Collapsed List Views 5-10 Action List 5-11 Crosstab and Summary Crosstab Views 5-12 Key Performance Indicator Views 5-14 Quiz 5-15 Lesson Agenda 5-17 BAM Active Viewer and BAM Active Studio 5-18 Using Active Viewer 5-19 Viewing Dashboards 5-21 Lesson Agenda 5-22 Active Studio Home Page 5-23 Active Studio Interface: Four Tabs 5-24 Steps in Creating a Real-Time Dashboard 5-25 Selecting the Dashboard Layout 5-26 Selecting a View: Options 5-27 Creating Views for Your Dashboard 5-28 Selecting Data Objects and Data Fields 5-29 Selecting Other Formatting Options 5-30 Configuring Views: Data and Properties 5-31 Common View Properties 5-32 Adding Calculated Fields to a View 5-33 Configuring Time Groups When Grouping by Date-Time Fields 5-35 Including More Than One Data Object in a View 5-36 Saving the Dashboard 5-37 Editing Dashboards 5-38 Editing the View: Collapsing or Moving the Edit Pane 5-39 Distributing Dashboards 5-40 Maintaining Dashboards 5-41 Quiz 5-42 Utility Views 5-43 Surface Prompts and Container Views 5-44

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Filters, Parameters, and Prompts Objectives 6-2 Lesson Agenda 6-3 What Percentage of the Data Is Returned? 6-4 What Filters Are 6-5 Creating Filters 6-6 Comparison Types 6-7 “Compare to” Options 6-8 Complex Filters 6-9 Lesson Agenda 6-10 How Prompts and Parameters Work with Filters 6-11 Creating Prompts and Parameters 6-13 Creating and Using a Parameter 6-14 Sample Parameter 6-15 Creating and Using a Prompt 6-16 Creating a Prompt: Name and Data Type 6-17 Creating a Prompt: User Input Type 6-18 Creating a Prompt: Input Definition 6-19 Viewing Existing Prompts and Parameters 6-20 Adding a Prompt (or Parameter) to a Filter 6-21 Specifying Surface Prompt Location 6-22 Using Surface Prompt Views 6-24 Choosing Values Versus Entering Values 6-25

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Row Group and Column Group Views 5-45 Tab Group View 5-46 Tab Group Versus Dashboard Views 5-47 Configuring a Tab Group View 5-48 Configuring Dashboard Views 5-49 Action Form Views 5-50 Working with Dashboards 5-52 Dashboard Editing Toolbar 5-53 Using Folders to Organize and Control Access 5-54 Personalizing Active Studio 5-55 Quiz 5-56 Best Practices 5-58 Practice 5-1 Overview: Creating a Simple Dashboard (Details Follow) 5-59 Practice 5-1: 3D Bar Chart 5-60 Practice 5-1: Updating Ordered List 5-61 Practice 5-1: 3D Pie Chart 5-62 Summary 5-63

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Configuring Drilling and Driving Objectives 7-2 Lesson Agenda 7-3 What Drilling Is 7-4 Types of Drilling 7-5 Drilling Down 7-6 Drilling Down Versus Drilling Up 7-7 Configuring Drilling Down and Drilling Up: Configuring the Data Object in BAM Architect 7-8 Configuring Drilling Down and Drilling Up: Editing the View in BAM Active Studio 7-9 Drilling Through 7-10 Configuring Drilling Through 7-11 Drilling Across 7-12 Configuring Drilling Across 7-13 Drilling Across: Two More Options 7-15 Quiz 7-16 Practice 7-1 Overview: Configuring Drilling 7-20 Lesson Agenda 7-21 Views Driving Other Views 7-22 Views Driving Other Views: Selecting a Value 7-23 Views Driving Other Views: Selecting Multiple Values 7-24 Views Driving Other Views: Under the Covers 7-25 Configuring Driving 7-26 Enabling the User to Select Multiple Values: Configuring the Prompt 7-27 Enabling the User to Select Multiple Values: Configuring the Driver 7-28 Quiz 7-29 Practice 7-2 Overview: Configuring Driving 7-32 Best Practices 7-33 Summary 7-34

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Maintaining Prompts and Parameters 6-26 Cascading Prompts 6-27 Including Prompt and Parameter Values in URLs 6-28 Group By Surface Prompts in Pie Charts 6-29 Quiz 6-30 Best Practices 6-35 Practice 6-1 Overview: Adding Filters and Surface Prompts 6-36 Summary 6-37

Defining Action Buttons Objectives 8-2 Oracle BAM Features (Review) 8-3 Actionable Dashboards 8-4 Action List Views (Review) 8-5 Creating Action Buttons 8-6 Creating Action Buttons: Specifying Name, Description, and Commit Behavior 8-8 Creating Action Buttons: Defining Actions 8-9 Creating Action Buttons: Specifying Button Formatting and Location 8-10 Action Types 8-11 Configuring the Insert Action Type 8-12 Configuring the Constant Value Update Action Type 8-14 Configuring the Edit Column Update Action Type 8-15 Configuring the Delete Action Type 8-16 Configuring the “Open a URL” Action Type 8-17 Configuring the “View a Report” Action Type 8-19 Configuring the “Reset a Form” Action Type 8-21 Configuring the “Refresh a view” Action Type 8-22 Configuring the “Show a confirmation message” Action Type 8-23 Quiz 8-24 Practice 8-1 Overview: Creating Surface Prompts and Action Buttons 8-26 Practice 8-1: Reassignment Dashboard 8-27 Practice 8-1: Drilling Across 8-28 Best Practices 8-29 Summary 8-30

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Filtering Data Based on Time Objectives 9-2 What Filters Are (Review) 9-3 Four Sample Scenarios Filtered by Time 9-4 1. Displaying Data for a Specific Date: Using Greater Than and Less Than 9-5 2. Displaying Data for Yesterday, Changing Time Window at Midnight 9-7 2. Displaying Data for Yesterday: Using “Is Within a Time Period” 9-8 3. Displaying Data for the Current Day, Changing Time Window at Midnight 9-9 3. Displaying Data for the Current Day: Using “Is Within the Current Time Period” 9-10 Is Within the Current Time Period 9-11 Four Sample Scenarios: Where Are We? 9-12 4. Displaying Data for the Preceding 24 Hours, Changing Time Window Hourly 9-13

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10 Creating Alerts Objectives 10-2 Oracle BAM Features (Review) 10-3 What Are Alerts? 10-4 Sample Events 10-5 Sample Frequency Constraints 10-6 Sample Conditions 10-7 Sample Actions 10-8 Sample Alert 10-9 Sample Alert: Event, Frequency Constraint, Conditions, Actions 10-10 Creating Alerts: Steps 10-11 Step 1. Specifying the Event 10-12 Step 2. Specifying a Frequency Constraint 10-13 Step 3. Specifying Conditions 10-14 Step 4. Specifying Actions 10-15 Common Uses of Alerts 10-16 Quiz 10-17 Viewing and Maintaining Alerts: BAM Active Studio 10-21 Alert States 10-23 Viewing and Maintaining Alerts: BAM Architect 10-24 Viewing Alert History in BAM Architect 10-25 Creating Alerts from Templates 10-26 Modifying Alerts Created from Templates 10-27 Creating Chained (Nested) Alerts 10-28 Configuring Email Message Actions 10-29 Email Setup Requirements for Alerts 10-30 Defining Alerts That Send Dashboards with Parameter Values 10-31 Using Alerts to Call a Web Service 10-32 Using Alerts to Call a Custom External Action 10-33 Event Engine 10-34 Quiz 10-35

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4. Displaying Data for the Preceding 24 Hours: Using “Is Within a Time Interval” 9-14 The Active Now Feature 9-15 Continuous Time Series 9-17 Time Series and Time Groups 9-18 Quiz 9-19 Best Practices 9-24 Summary 9-25

11 Designing Effective Dashboards Objectives 11-2 Lesson Agenda 11-3 Defining Requirements 11-4 Designing the Layout 11-6 Choosing the Best View Type 11-7 Adjusting a View’s Physical Properties 11-9 Report Beautification 11-10 Lesson Agenda 11-11 General Properties 11-12 Adjusting Axis Settings 11-13 Controlling Data Labels 11-14 Adjusting Background and Shading Settings 11-15 Adjusting Column Headings and Alignment 11-17 Defining Value Formats 11-18 Using Themes 11-19 Adjusting Font Settings 11-20 Highlighting Active Data 11-21 Setting Active Data Retrieval Interval 11-22 Adjusting Patterns 11-23 Including a Target Line 11-24 Adjusting 3D View Settings 11-25 Best Practices 11-26 Practice 11 Overview: Enhancing Dashboards 11-27 Summary 11-28 12 Monitoring BPM Processes Objectives 12-2 Lesson Agenda 12-3 Sample Process: RequestQuote 12-4 Business Processes: A Black Box (Review) 12-5 Real-Time, End-to-End Process Visibility 12-6 Integrated Process Analytics During Modeling 12-7 Integrated Process Analytics at Run Time 12-8 BAM Monitor Express Dashboards 12-9 Custom BAM Dashboards 12-10 Merging Custom Metrics into Monitor Express 12-11 Integrating BPM Server with BAM Server 12-12

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Practice 10 Overview: Creating Alerts 10-38 Summary 10-39

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Sending BPM Process Data to the BAM Server 12-13 Lesson Agenda 12-14 Built-In Measures and Dimensions 12-15 Built-In Sampling Points 12-16 Using Built-In Metrics Only: Steps 12-17 1. Configure Sampling Points 12-18 2. Configure the BAM Data Target 12-19 3. Implement and Deploy the Project (Developer) 12-20 4. View Standard Monitor Express Dashboards 12-21 5. Configure Alerts 12-22 Monitor Express Data Objects 12-23 Monitor Express COMPONENT Data Object 12-24 Monitor Express INTERVAL Data Object 12-25 Quiz 12-26 Lesson Agenda 12-29 Three Types of Business Indicators 12-30 Measures 12-31 Dimensions 12-32 Counters 12-33 Adding User-Defined Sampling Points 12-34 What Is Captured? 12-35 Interval Start and Interval Stop: Sample Use 12-36 Quiz 12-37 Creating and Using Custom Metrics: Steps 12-39 1a. Define Measures, Dimensions, and Counters 12-40 1b. Add Counter Marks 12-41 2a. Configure Sampling Points 12-42 2b. Add Measurement Marks 12-43 3. Configure the BAM Data Target 12-44 4. Implement and Deploy the Project (Developer) 12-45 5a. Configure Custom BAM Dashboards 12-46 5b. Integrate with Monitor Express Dashboards 12-47 5c. Create Alerts Based on Custom Business Indicators 12-48 Monitor Express INTERVAL Data Object 12-49 Monitor Express COUNTER Data Object 12-50 BI_Partition_Project_Process Data Object 12-51 Quiz 12-52 Practice 12 Overview: Monitoring a BPM Process 12-55 Summary 12-58

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13 Monitoring BPEL Processes Objectives 13-2 Lesson Agenda 13-3 Business Processes: A Black Box (Review) 13-4 Opening the Black Box: Adding Granularity 13-5 Activity Monitoring 13-6 Counters, Intervals, and Business Indicators 13-7 Sensors 13-8 Adding Oracle BAM Adapter as an External Reference 13-9 What Happens at Run Time 13-10 Lesson Agenda 13-11 Activity Monitoring (Review) 13-12 What Data Does Activity Monitoring Capture? 13-13 Configuring Activity Monitoring: Steps 13-14 1. Opening the BPEL Process and Selecting Monitor View 13-15 2. Enabling Activity Monitoring and Selecting the Desired Mode 13-16 3. Enabling Monitoring Globally 13-17 4. Verifying Settings in monitor.config 13-18 5. Deploying the Project 13-19 Quiz 13-20 Practice 13-1 Overview: Configuring Activity Monitoring 13-22 Lesson Agenda 13-23 Counters, Intervals, and Business Indicators (Review) 13-24 Counters 13-25 Creating Counters 13-26 Intervals 13-27 Creating Intervals 13-28 Business Indicators 13-29 Creating Business Indicators 13-30 Sample Scenario #1: Monitoring Asynchronous Calls to External Services or Processes 13-31 Sample Scenario #2: Serial Human Tasks 13-32 Configuring Process Monitoring Objects: Steps 13-33 Quiz 13-34 Practice 13-2 Overview: Using Process Monitoring Objects 13-37 Lesson Agenda 13-38 Sensors 13-39 Sensors (Review) 13-40 BPEL Sensor Actions and the Oracle BAM Server 13-41 Configuring Sensors and BAM Sensor Actions: Steps 13-42 1. Creating a Connection to the Oracle BAM Server 13-43

14 Using Oracle BAM Data Control Objectives 14-2 Lesson Agenda 14-3 Oracle Application Development Framework (ADF) 14-4 ADF Faces 14-6 Oracle BAM Data Control: Overview 14-7 Kinds of Projects That Can Use Oracle BAM Data Control 14-8 General Steps to Use Oracle BAM Data Control 14-9 Development Tools for Binding Oracle BAM Data Controls to ADF Pages 14-10 Quiz 14-11 Lesson Agenda 14-12 Creating a BAM Server Connection 14-13 Lesson Agenda 14-16 Creating a BAM Data Control: High-Level Steps 14-17 Creating Oracle BAM Data Control Queries 14-19 Supplying a Name and Choosing a Query Type 14-20 Creating Parameters 14-22 Creating Calculated Fields 14-23 Selecting, Organizing, and Sorting Fields 14-24 Selecting and Organizing Groups 14-25 Configuring Time Groups 14-26 Creating Aggregates 14-28 Creating Filters 14-29 How an Oracle BAM Data Control Appears in the Data Controls Panel 14-30

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3. Creating a BPEL Sensor 13-44 4. Creating a BAM Sensor Action 13-46 Quiz 13-48 Practice 13-3 Overview: Using Sensors and Sensor Actions 13-50 Lesson Agenda 13-51 BAM Adapter (Enterprise Integration Framework) 13-52 Using BAM Adapter as an External Reference 13-53 Configuring the BAM Adapter as an External Reference: Steps 13-55 2. Opening composite.xml 13-56 3. Creating and Configuring the BAM Adapter as an External Reference 13-57 4a. Wiring a Component to the BAM Adapter (Mediator Example) 13-58 4b. Mapping Data (Mediator Example) 13-59 Quiz 13-61 Best Practices 13-62 Summary 13-63

15 Oracle BAM Administration Objectives 15-2 Lesson Agenda 15-3 Oracle BAM Components (Review) 15-4 Tool #1: ICommand 15-5 Tool #2: Oracle BAM Administrator 15-6 Tool #3: Oracle Enterprise Manager Fusion Middleware Control 15-7 Tool #4: Oracle WebLogic Server Administration Console 15-8 Lesson Agenda 15-9 Tool #1: ICommand 15-10 What Is ICommand? 15-11 Basic ICommand Syntax 15-12 Export with ICommand 15-14 Import with ICommand 15-15 Rename with ICommand 15-17 Clear Contents with ICommand 15-18 Delete with ICommand 15-19 ICommand Considerations 15-21 Quiz 15-22 Lesson Agenda 15-23 Tool #2: BAM Administrator 15-24

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Updating the BAM Server Connection of a BAM Data Control: DataControls.dcx File 14-31 Keeping the DataControls.dcx File Up-To-Date 14-32 Practice 14-1 Overview: Creating an Oracle BAM Data Control 14-33 Lesson Agenda 14-34 Development Tools for Binding Oracle BAM Data Controls to ADF Pages 14-35 Structure Panel 14-36 Property Inspector 14-37 Binding Oracle BAM Data Controls to ADF Pages: Dragging the Data Control to the Page Editor 14-38 Binding Oracle BAM Data Controls to ADF Pages: Selecting Components to Represent the Data 14-39 Binding Oracle BAM Data Controls to ADF Pages: Setting the Property of the Component 14-40 Running Applications with Oracle BAM Data Controls: Using Integrated WebLogic Server 14-41 Practice 14-2 Overview: Binding BAM Data Controls 14-42 Summary 14-43

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Users, Groups, BAM Application Roles, Distribution Lists, and Reassigning Ownership 15-25 Viewing BAM Users and Their Roles 15-26 Populating Users in BAM Administration 15-27 Registering Users by Using the registerusers Utility 15-28 Reassigning BAM Object Ownership 15-29 Viewing BAM Roles 15-30 Managing Oracle BAM Distribution Lists 15-31 Quiz 15-32 Practice 15-1 Overview: Using Oracle BAM Administration Tools 15-35 Lesson Agenda 15-36 Tool #3: Enterprise Manager Fusion Middleware Control 15-37 Enterprise Manager Home Page 15-39 Enterprise Manager and Oracle BAM 15-40 Configuring BAM Logging 15-41 Configuring BAM Server Properties 15-42 BAM Application Roles (Review) 15-44 Configuring Security: Managing Oracle BAM Application Policies 15-45 Configuring Security: Managing Oracle BAM Application Roles 15-46 Configuring Advanced Properties by Using the System MBean Browser 15-47 Configuring BAM Web Applications Properties 15-49 Configuring the UMS: Driver-Specific Configuration 15-50 Enabling Alerts to Non-BAM Users 15-51 Quiz 15-52 Lesson Agenda 15-53 Tool #4: WebLogic Server Administration Console 15-54 Users, Groups, BAM Application Roles, Distribution Lists, and Reassigning Ownership 15-55 Security: Creating Users and Groups 15-56 Security: Creating and Managing Users and Groups 15-57 Security: Configuring Trusted Domains 15-58 Lesson Agenda 15-59 Using Enterprise Message Sources (Review) 15-60 How JMS Clients Find JMS Destinations 15-61 Configuring a JMS Resource: Steps 15-62 Configuring JMS Resources with the WebLogic Server Administration Console 15-63 Using JMS Resources in Oracle BAM (Review) 15-64 Defining an EMS: Connection Details and Basic Information (Review) 15-65 Defining an EMS: Mapping Fields (Review) 15-66 Lesson Agenda 15-67

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Oracle BAM Adapter (Review) 15-68 Oracle SOA Suite: Two Ways for the BAM Adapter to Communicate with Oracle BAM Server (Review) 15-69 Configuring the BAM Adapter 15-70 BAM Adapter: Configuring Credential Mapping 15-71 Quiz 15-72 Lesson Agenda 15-74 Data Archiving and Purging 15-75 Monitoring Oracle BAM Server Components: Active Data Cache 15-76 Monitoring Oracle BAM Server Components: Event Engine 15-77 Monitoring Oracle BAM Server Components: Report Cache 15-78 Monitoring Oracle BAM Server Components: Enterprise Message Sources (EMS) 15-79 Monitoring Oracle BAM Web Applications 15-80 Monitoring Oracle BAM Performance 15-81 Oracle BAM and High Availability: Background 15-82 Practice 15-2 Overview: Using Advanced BAM Administration Tools 15-84 Summary 15-85

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C Course O Overview i

After completing this lesson, you should be able to: • Describe the target audience and the suggested prerequisites • List the course objectives • List the course lessons and suggested schedule

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Objectives

•

Target audience – Business analysts – Process developers – Report developers

•

Suggested prerequisites – Basic knowledge of SOA or BPM

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The target audience for this course are business analysts, process developers, and report developers. The course does not teach business activity monitoring from the ground up. Instead, it assumes that you are familiar with business activity monitoring, have some ideas about what you want to monitor, and want to learn how to design monitoring dashboards by using Oracle BAM.

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Course Target Audience

•

•

This course explains how to use Oracle BAM to monitor enterprise business activities across an enterprise in real time. Three main tools: – Oracle Business Activity Monitoring (BAM) – ICommand – Oracle JDeveloper (BPM Studio)

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In this course, you learn to use BAM to measure your key performance indicators (KPIs), determine whether you are meeting service-level agreements (SLAs), and take corrective action in real time. The slide lists the tools that you will be using extensively in this course. You also use the Enterprise Manager Fusion MiddleWare Control Console and the WebLogic Server Administration Console briefly.

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Course Description

•

After completing this course, you should be able to: – Describe the components of Oracle BAM, and what tasks you can perform with each of the BAM applications – Create, edit, and delete BAM data objects j – Describe how to integrate data from many different types of data sources – Configure enterprise message sources – Define external data sources – Create,, view,, and share dashboards – Use filters for selective data reporting – Define prompts and parameters

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Course Objectives

•

After completing this course, you should also be able to: – – – – – –

Configure drilling and driving in a BAM dashboard Define action buttons Create and configure alerts Monitor BPM processes with Oracle BAM Monitor BPEL processes with Oracle BAM Use Oracle BAM data control to build applications with a dynamic user interface – Perform administrative tasks related to BAM – Manage BAM users and role

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Course Objectives

Morning 1

Course Overview

2

Overview of Oracle Business Activity Monitoring

3

Designing Data Objects

Afternoon 4

Integrating Data into Oracle BAM

5

Creating Simple Dashboards

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Suggested Class Schedule: Day One

Morning 6

Filters, Parameters, and Prompts

7

Configuring Drilling and Driving

8

Defining Action Buttons

Afternoon 9

Filtering Data Based on Time

10

Creating Alerts

11

Designing Effective Dashboards

12

Monitoring BPM Processes (Start)

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Suggested Class Schedule: Day Two

Morning 12

Monitoring BPM Processes (End)

13

Monitoring BPEL Processes

Afternoon 14

Using Oracle BAM Data Control

15

Oracle BAM Administration

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Suggested Class Schedule: Day Three

Acronym

Meaning

ADC

Active Data Cache

ADF

Application Development Framework

API

Application programming interface

AQ

Advanced Queuing

BAM

Business Activity Monitoring

BI

Business intelligence

BPEL

Business Process Execution Language

BPEL PM

BPEL Process Manger

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Acronyms Used in This Course

Acronym

Meaning

BPM

Business Process Management

BPMN

Business Process Model and Notation

DVT

Data visualization tool

EDS

External data source

EIF

Enterprise Integration Framework

EM

Enterprise Manager

EMS

Enterprise message source

IDE

Integrated development environment

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Acronyms Used in This Course

Acronym

Meaning

JCA

Java Connector Architecture

JMS

Java Message Service

JNDI

Java Naming and Directory Interface

KPI

Key performance indicator

MDS

Metadata Service (Repository)

OBIEE

Oracle Business Intelligence Enterprise Edition

OEP

Oracle Event Processing

ODI

Oracle Data Integrator

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Acronyms Used in This Course

Acronym

Meaning

OLTP

Online transaction processing

OSB

Oracle Service Bus

RMI

Remote Method Invocation

SLA

Service-level agreement

SOA

Service-oriented architecture

SOAP

Simple Object Access Protocol

XML

Extensible Markup Language

XSD

XML Schema Definition Language

XSLT

Extensible Stylesheet Language Transformation

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Acronyms Used in This Course

In this lesson, you should have learned how to: • Describe the target audience and the suggested prerequisites • List the course objectives • List the course lessons and suggested schedule

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Summary

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O Overview i off O Oracle l Business B i Activity A ti it Monitoring

After completing this lesson, you should be able to: • Describe the purpose of Oracle Business Activity Monitoring (BAM) and the components of the Oracle BAM architecture • Describe the BAM application roles and the tasks you can perform with each of the BAM applications • Describe Oracle SOA Suite and Oracle BPM Suite • Log in to Oracle BAM p a dashboard in BAM Active Viewer and BAM Active • Open Studio

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Objectives

• • • •

Oracle Business Activity Monitoring (BAM) Oracle BAM architecture Oracle BAM tools and roles Oracle SOA Suite and Oracle BPM Suite

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Lesson Agenda

Receive

How fast are new orders coming in? Why is it taking so long? Where are the bottlenecks? What percentage of the orders require manual X approval? Client

Are some vendors faster than others?

Partner

Which priority service requests risk an SLA violation? What is the total value of invoices sitting in queue? Reply

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For many business owners, business processes are like a black box. For example, for an order processing process, they may be able to tell that orders are getting processed, but they may not know how long it typically takes. Nor can they answer the kinds of critical questions that they need to know in order to process orders more efficiently.

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Business Processes: A Black Box

• • •

Monitor performance of your business processes. Measure standard metrics and process-specific KPIs. Using BAM, raise alerts on abnormal business conditions. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Business process metrics give you visibility into your process so that you know whether orders are being processed efficiently and can be notified when they are not. By monitoring the performance of your business processes, you can measure key performance indicators (KPIs)—information that helps you determine whether your process is running as expected, whether you are meeting your service-level agreements (SLAs), and so on. You can set up alerts on abnormal business conditions so that you can take corrective action if necessary, and you can even automate corrective actions.

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Opening the Black Box

• • •

Monitors key business metrics in real time Analyzes real-time data to identify bottlenecks, exceptions, and solutions to business problems Acts on current conditions either automatically or manually from a dashboard in order to meet business needs Oracle BAM

BPM/BPEL PM

Oracle JMS Oracle DB

Interface to external technologies

Other Technologies External Database Sources

Oracle DB Repository

Real-Time Dashboards

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Oracle Business Activity Monitoring (Oracle BAM) provides facilities to monitor business activities across an enterprise. For example, Oracle BAM has the ability to collect events from all the following integration components: • Service infrastructure, from BPM, BPEL, and OEP service engines • Web services • Oracle Data Integrator (ODI) • JMS connector Oracle BAM can also integrate data from external database sources such as OLTP and data warehouses. Business insight is delivered through the ability to monitor business activity in business processes. BAM enables near real-time monitoring of business services and processes in the enterprise along with the correlation of KPIs to actual business processes. It provides this information to business users with operational dashboards and monitoring and alerting applications. These dashboards update in real time with the capability to drill into detailed information. With these metrics, business users can gain unprecedented visibility and analyze the performance of business b siness processes. processes

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Business Activity Monitoring: Introduction

“Has happened”

BI (analysis and reporting)

“Happening”

“Could/should happen”

BAM

CPM (forecasting and data mining)

"What are we missing?" Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

BAM sits between the historical data that feeds the analytical focus of business intelligence and the forecasting and data mining data involved in Corporate Performance Management (CPM). For example, consider the issuing of loans: • BAM can tell you what the current state of the loans being issued is and how many loans are at each stage of the process. • BI can tell you about the value of the loans, how much money has been made on them, and in which market segments they have been made. Analysis can be done on the risk and exposure. • CPM can be used to guide the planning—identifying where the organization wants to go and d th the steps t tto achieve hi th those goals. l G Goals l can b be made d tto di directt company activity ti it toward specific areas. BAM applications monitor day-to-day business processes such as customer orders, insurance claims, and supply chain operations. BAM products are typically driven by process models. This is very different from data-driven ETL applications, which have little or no knowledge of business processes.

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Putting BAM into Perspective

The key benefit of a BAM environment is that operational processes can be monitored and exceptions acted upon in close to real time. Another recent trend in BI analysis tools has been to add a performance-management capability that enables business users to compare the analytics produced during BI processing to actual business goals and forecasts (that is is, it puts BI into a business context) context). Performance Performancemanagement products extend the use of BI from measuring business performance to managing it. This is termed as Business Analytics. The actionable intelligence produced by these products is presented in the form of drillable scorecards that employ formal or informal methodologies to document business goals and initiatives. Some performance-management products also provide rules-driven facilities to send alerts to business users when thresholds defined by the user are, for example, not achieved. Alerts reduce the amount of time business users spend in accessing i and d analyzing l i d data, t and d reduce d th the reaction ti titime required i d tto id identify tif and d fifix b business i problems. BI and Business Analytics tools enable business users to react to business situations after they occur. Their predictive analytics tools component adds techniques such as data mining and forecasting to a business intelligence framework. These techniques help users become more proactive in managing the business. In some cases, predictive tools are used to provide the business context ((for example, rules, forecasts, and so on)) for the scorecards and alerts used by performance management tools. Both BI and BAM address the needs of monitoring business processes to enhance the efficiency of operations. The key differentiator relates to how quickly the business needs to react to an event or process exception. BI is for data mining as well as strategic analysis of the data over a larger period of time, whereas business problems that require near real-time information access and analytics can be best solved using BAM. BAM adds dd real-time l ti information i f ti to t business b i intelligence, i t lli and d business b i intelligence i t lli adds dd information context to BAM. BAM furthers the BI cause by: • Embedding key analytics (computed in real time) in day-to-day business processes • Correlating heterogeneous events and patterns to compute causalities, aggregates, and thresholds based on end-user preferences • Delivering the analyzed information and alerts in real time to the users when and where the information matters • Providing a platform for structured and collaborative problem resolution Continuing with the loan example: BAM can send an alert to indicate that a number of loans have been made in a specific area. This is useful by itself but becomes even more useful when used with BI to see what kind of impact these loans have on an organization’s exposure in different markets. BI can put the results of BAM into a broader context and make the decision process a more informed one. For example, analysis may show that exposure is too skewed toward a specific market. You could decide to adjust BAM alert thresholds as a result.

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As a BAM server tracks operational events, it maintains these events in a cache that is used by a reporting and analysis engine running under the control of the BAM server. The analysis engine can access existing business intelligence (BI) and data warehouse information. This allows BAM to put the operational events being tracked into a business context and produce scorecards of operational business performance. The BAM environment also provides the ability to do more detailed analysis and mining of information in the analytics engine.

Model and simulate.

• • • •

Detect exceptions. exceptions Adapt dynamically. Take corrective action. Provide agility and transparency.

Monitor KPIs and SLAs.

Analyze and identify trends.

Optimize the process model. Act now!

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Using both historical and real-time dashboards, business users can: • Detect exceptions proactively and spot common problems across processes • Adapt business processes dynamically based on conditions • Take corrective action using real-time monitoring • Have increased visibility into the business process

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Real-Time End-to-End Process Visibility

Sales

Service

Customers

Partners

IT Administrators

Business Analysts

Business Operations

Systems Management

Business Intelligence

Business Activity Monitoring

Sales

• Alert me if my premium customer places an order over $10,000. • Is one of my current prospects traversing my website looking for product information right now?

Service

• Compute and compare the present average wait time with that of yesterday and notify me if the

present average wait time has grown by more than 10%.

• Are we meeting our SLAs in the last hour? Today? This month?

Customers

• What do you have in inventory? What is the status of my order?

Partners

• What is the average delivery time from my suppliers? • Alert me when a shipment that I am tracking is expected to get delayed.

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There are multiple groups within and around an organization that can benefit from using BAM: • Business operations: This group includes those involved in the day-to-day operations of a bus o business. ess This s cou could d include c ude sa sales, es, se service, ce, custo customers, e s, pa partners, t e s, a and d ot others e s who o interact in some fashion with the company’s data. Using well-designed dashboards, these individuals can answer questions that are important to their interaction with the business applications. By using the alert capability of Oracle BAM, these individuals can receive email alerts when event data reaches or surpasses the chosen thresholds. • Business analysts: This group can use current BAM data to compare or contrast with historical analytical data leveraged through business intelligence applications. This helps provide a more complete picture to make decisions and recommendations recommendations. • IT administrators: This group can use current BAM data to help monitor the performance of business applications by determine whether service-level agreements (SLAs) are being met, whether wait times are increasing, and so on.

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Who Needs BAM?

Financial Services

Trade settlements quality of service, straight through processing analytics, fraud detection pattern matches, regulation and compliance violation detection in real time

Healthcare

Claims processing, monitoring disease outbreaks and patterns, drug testing and approval

Telecom

Tracking orders in complex provisioning processes that spawn multiple processes

Retail

Trade management, demand monitoring, shipments tracking, real-time inventory analysis, product recalls

Manufacturing

Automotive manufacturing, software lifecycle management, B2B distributors/vendor management

Miscellaneous

Satellite monitoring, maritime security, RFID

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The slide provides sample use cases for Oracle BAM. This information is provided to stimulate your thoughts on how Oracle BAM can be used in your own environment. Note: RFID is the acronym for “radio-frequency radio frequency identification. identification.”

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Sample Use Cases

In real-time, event-driven business operations, Oracle BAM provides the ability to: • Capture real-time data • Analyze processes processes, trends trends, and context • Immediately deliver information to business users

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The business challenge is to get access to real-time operational data so that critical operational decisions can be made. This slide list ways in which Oracle BAM meets this business challenge, and the next few slides go into more detail.

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How Does Oracle BAM Meet the Business Challenge?

Business Applications

OEP

Business Process Management

RFID and Sensors

Messaging g g Systems

System Management

Databases ODI

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Oracle BAM uses message sources to capture business data in real time. BAM Architect can define message sources by subscribing to events from business applications and receiving data via these events. Oracle BAM is able to capture data from: • Oracle Event Processing (OEP), which extracts and transforms data from many sources • Business applications, including business events and state transitions • Radio Frequency Identification (RFID) and sensors, including location, temperature, moisture, motion, and other similar information for both active and passive sensors • Messaging systems, including message systems such as Java Message Service (JMS) and TIBCO, and MQSeries • Business process management, including activities and states • System management, including SLA monitoring and alerts for IT purposes • Databases • Oracle Data Integrator (ODI), which processes streams and pushes information into BAM for visualization

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Capture Real-Time Data

Monitoring a single process • Track each process step. • Identify failures. Process aggregations • Calculate averages averages, and track KPIs, SLAs. • Identify bottlenecks. Event processing • Correlate independent events. • Identify threats and opportunities. Context • Short-term performance • Short-term rolling averages Dec ’12

Jan ’13

Past 4 hours

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Oracle BAM provides robust analysis capabilities. For processes, analysts can track each process step and identify failures. There is support for process aggregations that allow analysts to calculate averages, track key performance indicators (KPIs), and monitor servicelevel agreements (SLAs). These aggregations can help identify bottlenecks. Independent events can be correlated to help identify threats or opportunities for potential threats. Information can be captured to show short-term historical performance or calculate rolling averages. For historical performance analyses, BI is the preferred tool.

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Analyze Processes, Trends, and Context

•

Personalized dashboards – Role-based access – User-defined and built

•

Personalized alerts – User-defined alert rules – Multichannel delivery

•

Embedded actions – One-button response – Initiation of response workflow Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Using Oracle BAM, valuable real-time information can be delivered to business users immediately through personalized dashboards and alerts. Using role-based access, administrators can secure the data. Dashboards can be customized easily by BAM developers and advanced business users. Personalized alerts allow business users to be notified when certain criteria are met. Multichannel delivery of these alerts is supported. Another powerful feature is the ability to embed actions in BAM dashboards. These can be implemented to provide one-button responses that initiate a workflow. These actions can call published web services from business applications so that the business user does not have to go back to the business application that provided the data.

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Immediately Deliver Information to Business Users

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As a result, you can create very powerful and robust dashboards that leverage the technology of the Oracle BAM platform, including: • Active ct e data updates: updates Data ata iss pushed pus ed to the t e browser b o se without t out having a g to refresh e es tthe e page page. • Incremental calculations: Aggregate changes do not require recalculation or requerying the base data. • Low data latency • Intelligent in-memory caching • High-volume data integration • Event-based alerts: Data changes, changes nonevents, nonevents managed incremental calculations • High scalability • Thin client: No downloads, no installations • Best-practice visualizations: 38 active view types available (with both two- and threedimensional displays)

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The Result

Oracle BAM provides: • A reporting tool for business users • Real-time information • Seamless integration with existing IT applications • A highly scalable architecture • Browser-based development Benefits: • ROI on SOA and BPM projects p j • Improvement metrics • Operational intelligence (what you cannot measure, you will not be able to improve)

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Oracle BAM provides the following advantages: • A reporting tool for business users: Oracle BAM makes it easy to define dashboards and a da alerts. e ts • Real-time information: The solution is near real time. The server pushes changes and alerts to dashboards. The dashboards do not poll the server for updates. • Seamless integration with existing IT applications: Real-time reporting dashboards can be built on top of current IT assets with little additional overhead. • A highly scalable architecture: Oracle BAM is scalable to thousands of events per second and hundreds of users. • Browser-based development: No software needs to be installed on the client machines.

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Oracle BAM Advantage

Oracle BAM can send emails when specific business conditions occur, and these alerts can contain links to dashboards that business users can open directly from the emails. a. True b. False

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Answer: a

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Quiz

• • • •

Oracle Business Activity Monitoring (BAM) Oracle BAM architecture Oracle BAM tools and roles Oracle SOA Suite and Oracle BPM Suite

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Lesson Agenda

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Oracle BAM is built on a message-based, event-driven, memory-resident architecture and is designed for supporting real-time analytics and reporting applications. The Oracle BAM architecture uses messaging, data integration, advanced data caching, analytics monitoring, alerting, and reporting technology to deliver the requested critical information within seconds of an event, or a change in status, to the end user. Oracle BAM has three important architectural elements: • Data and event collection infrastructure: This infrastructure allows you to use a variety of mechanisms to collect data in real time from custom and packaged applications, business processes and workflows, databases, and other systems. Unlike traditional query-based query based solutions solutions, Oracle BAM combines information from multidimensional and relational data sources, web services, and enterprise application data, and presents it in an intuitive browser-based user interface to any device. Oracle BAM integrates easily with existing production applications, business process management (BPM) tools, Enterprise Application Integration (EAI) systems, Java Message Service (JMS) queues, and applications that communicate via web services. • Event analysis and computation infrastructure: This infrastructure enables you to filter, correlate, and analyze information to understand its impact on the operational metrics that you have defined. You can extend the event analysis facilities with your own computational logic. Oracle BAM 11g: Build Real-Time Dashboards 2 - 20

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Introducing Oracle BAM Architecture

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•

As mentioned earlier, Oracle BAM is able to capture real-time data and events that occur throughout the enterprise. After the data is captured and fed to Oracle BAM, Oracle BAM filters, aggregates, and correlates the information, and forwards the information to the next level. In most situations, the basics of filtering are taken care of at the application level itself. Visualization, building a dashboard, and real-time alerts: The next step is to create a highly interactive operational dashboard in which real-time data is delivered to business users via a standard web browser. You can also model alert conditions that can be used to alert users about business conditions. Users need to log in to Oracle BAM at least once (or be registered by the BAM Administrator) in order to receive alerts. They can then take appropriate pp p corrective action from the dashboard or monitored event as required.

1

2 BAM Server

Message Queues

OEP

Alerts

Event Engine Enterprise Integration BAM Adapter Framework

Active Data Cache

BPM

BAM Web Apps BAM Dashboards

Report Cache ADF

OSB External Data Objects

ADF Pages with DVT

BPEL

OBIEE

OLTP and Data Warehouses

BAM Data and Metadata

Databases

Oracle DB (Grid)

ICommand

3

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

This slide shows the architectural components of Oracle BAM. 1. Data source infrastructures provide real-time and historical information, most commonly co o y in tthe e form o o of messages. essages Thiss e enables ab es O Oracle ac e BAM to update das dashboards boa ds and generate alerts very quickly. Oracle BAM can accept tens of thousands of updates per second into a memory-based persistent cache that is the center of the Oracle BAM architecture. Any application can send events using web services or over any JMSbased messaging protocols. Legacy applications can integrate with Oracle BPEL PM using custom-created adapters and can in turn integrate with Oracle BAM via the Oracle BPEL PM native sensor architecture. In addition to integrating real-time information coming out of these message queues, you can integrate historical data or information coming out of any operational database or any data warehouse. 2. Oracle BAM: - Enterprise Integration Framework: The Enterprise Integration Framework is a collection of enterprise integration components for Oracle BAM. It connects Oracle BAM to enterprise information sources such as a database server, flat files, and XML sources.

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Key Components and Message Flow

In this architecture, everything is push-based, with the exception of reading data directly from tables in online transaction processing (OLTP) databases and data warehouses, for which you define external data objects. After a message is put in a data queue, Enterprise Integration Framework processes constantly pull the data, transform it, and push it to the Active Data Cache. When there is a change in data, the ADC detects it and pushes the relevant information through the Report Cache or Report Server to the dashboards and th through h th the E Eventt E Engine i as alerts. l t

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It is also capable of reading messages from all of the major message queue providers, and then running that data through real-time data integration plans. Real-time integration plans cleanse the data, aggregate it, filter it, correlate it, and perform other necessary actions before sending the data to the Active Data Cache. - Active Data Cache (ADC): The Active Data Cache is designed to provide access to current business information for event-based reporting and alerting. ADC offers real-time, intelligent, analytical data cache capabilities. Using Active Viewset technology, the ADC can monitor and detect changes in specific views that users have on the data. When Active Viewset detects changes, it sends changes to the dashboards (to update the real-time visualizations in the dashboards, to the Event g ((to p perform all of the actions that are defined in the alert), ), or to both. The Engine ADC stores all data in memory. The database is used to persist data to disk. When the Enterprise Integration Framework sends data, the ADC simultaneously writes data to database tables. When required, this data can be pulled from the database to memory. - Report Cache: The Report Cache offloads the viewset snapshots so that the ADC does not have to maintain them in memory. The Oracle BAM Report Cache opens viewsets and active viewsets in the Oracle BAM ADC for the Oracle BAM Report Server (in the Oracle BAM Web Applications set of components). It then caches the snapshot (in chunks) and the active data before sending it to the Oracle BAM Report Server. The Report Cache thus provides random access to the dashboard data. It also caches the change lists that are sent to the dashboards to allow recovery from lost Internet connectivity without reloading the dashboard. - Event Engine: The Event Engine monitors for changes in data, time, or date. It d t t changes detects h iin complex l d data t conditions diti b based d on predefined d fi d conditions. diti R Rules l can include a series of conditions and actions attached to an event. The Event Engine continuously monitors the information in the ADC for certain conditions and executes the actions defined in the associated rules. The Message Center tracks the presence of users so that the dashboards and alerts are sent appropriately. Messages and dashboards can be delivered via email, instant messaging, and so on. - Report Server: The Report Server is an application that runs on the web server. It transforms the data it retrieves from the views, and according to their definitions, it generates dashboards. It maintains an open connection to the dashboards in order to stream changes to them based on changes it gets from the Report Cache. It pushes real-time data to dashboards that end users are currently viewing. 3. Dashboards and events: The analysis performed by Oracle BAM sends real-time alerts dashboards, alerts, dashboards and updates to Application Development Framework (ADF) pages pages.

Message Queues

OEP

BPM

Enterprise Integration Framework

BAM Server

Alerts

Event Engine

JMS Connector

Active Data Cache

BAM BAM Adapter Adapter Web Services

BAM Web Apps BAM Dashboards

Report Cache

ODI

ADF

OSB External Data Objects

ADF Pages with DVT

BPEL

OBIEE

OLTP and Data Warehouses

BAM Data and Metadata

Databases

Oracle DB (Grid)

ICommand

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The Enterprise Integration Framework is an integrated environment that provides tools for extracting information from multiple sources, for optimizing information for decision support, and for delivering it to users.

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Enterprise Integration Framework

• • •

Is the primary interface for incoming messages Extracts and populates Oracle BAM with real-time data Acts as a messaging system abstraction layer – Any number of external sources can populate any number of internal data objects.

•

Supports four methods: – – – –

JMS connector BAM adapter W b services Web i Oracle Data Integrator

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The Enterprise Integration Framework serves as the bridge between information sources and the ADC. When this connection is defined, it remains open to continuously collect real-time transactional data from the enterprise and to push the data to the ADC. The Enterprise Integration Framework supports four methods for updating Oracle BAM Server with real-time streaming data: • JMS connector • BAM adapter • Web Services • Oracle Data Integrator You learn more about the Enterprise Integration Framework in the lesson titled “Integrating Data into Oracle BAM.”

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Enterprise Integration Framework

BAM Server

Message Queues

OEP

Active Data Cache

Alerts

Event Engine

API

Enterprise Integration BAM Adapter Framework

Kernel Viewsets

BPM

Data Sets Data Storage Engine

BAM Web Apps BAM Dashboards

Report Cache ADF

OSB External Data Objects

ADF Pages with DVT

BPEL

OBIEE

OLTP and Data Warehouses

BAM Data and Metadata

Databases

Oracle DB (Grid)

ICommand

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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Active Data Cache

• • • • •

Stores real-time data in memory and an internal repository Provides access to current business information for eventbased reporting and alerting Uses built built-in in real real-time time analytical data cache internally Supports data objects and external data objects Provides active data: – Initial snapshots – Active updates — — — —

Filtered, sorted, Top N, groups, Active Ranking Aggregates, calculations Lookups Active Now time windows

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The ADC is a high-performance, persistent, memory-based storage system that is designed to support active data and monitoring. This active data is extracted from the enterprise systems and kept synchronized with those systems. In addition, the ADC contains the definition and configuration information used to operate all of the components of the Oracle BAM real-time server. Although the data is persisted to disk for backup and recovery purposes, the ADC is designed to take advantage of large amounts of dynamic random access memory (DRAM). Thus data is readily accessible and deliverable. The data feed to the ADC is a combination of business data sources ranging from data warehouse h iinformation f ti to t transactional t ti l ffeeds d and d other th enterprise t i application li ti iintegration. t ti Th The Enterprise Integration Framework streams this information to the ADC continuously as data changes occur. The ADC stores all incoming messages (real-time data) in an internal repository. It provides instant access to current business information for event-based reporting and alerting.

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Active Data Cache (ADC)

BAM Server

Message Queues

OEP

Alerts

Event Engine Enterprise Integration BAM Adapter Framework

Active Data Cache

BPM

BAM Web Apps

Report Cache

BAM Dashboards

Snapshots & Change Lists Memory/Disk

ADF

OSB External Data Objects

ADF Pages with DVT

BPEL

OBIEE

OLTP and Data Warehouses

BAM Data and Metadata

Databases

Oracle DB (Grid)

ICommand

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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Report Cache

• • •

Offloads snapshots and change lists from the ADC Provides random access to the viewset consumers Supports intermittent connections

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The Report Cache assembles and formats the data for a live dashboard to be displayed. It applies the dashboard definitions to the data sets retrieved from the ADC for presentation in a browser. It manages information paging for viewing and printing dashboards. After dashboards are created, dashboard definitions are stored in the ADC. When a user requests a dashboard, the Report Cache obtains a snapshot of the most current data and establishes a change stream. Using the snapshot, it creates an initial display and sends it to the Report Server. After the browser has rendered the initial display, the Report Cache continually processes data as it changes and forwards those changes to the Report Server.

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Report Cache

Message Queues

OEP

Web Applications

BAM Server Event Engine Enterprise Integration BAM Adapter Framework

Active Data Cache

BPM

Start Page

Alerts

Active Viewer Active Studio Architect Administrator

Report Cache

Report Server

BAM Dashboards

ADF OSB

BAM Data Control

External Data Objects

ADF Pages with DVT

BPEL

OBIEE

OLTP and Data Warehouses

BAM Data and Metadata

Databases

Oracle DB (Grid)

ICommand

Dashboards combining real-time information, historical information, alerts, and actions

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Web Tier: Report Server and ADF

• • •

Provides browser-based views and dashboards Renders static and active dashboards Maintains connection with client and stream data – Data is streamed to the dashboard in a multithreaded fashion.

•

Renders all view types

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The Report Server renders views and dashboards to be displayed in a client browser. The Report Server: • Transforms a s o s the t e data acco according d g to tthe e data de definitions to s • Generates dashboards • Maintains an open connection to the dashboard so that it can cascade real-time changes when it receives change lists from the Report Cache • Is stateless

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Report Server

BAM Server

Message Queues

OEP

Event Engine Actions & Escalations Notification Services

Enterprise Integration BAM Adapter Framework

Active Data Cache

BPM

Alerts

BAM Web Apps BAM Dashboards

Report Cache ADF

OSB External Data Objects

ADF Pages with DVT

BPEL

OBIEE

OLTP and Data Warehouses

BAM Data and Metadata

Databases

Oracle DB (Grid)

ICommand

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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Event Engine

Handles: • Events – Complex data, time, and date – Hierarchical

•

Actions – – – – –

•

Sending a dashboard or text Generating an event Running an ODI process C lli a web Calling b service i User-defined external actions

Conditions – Time and date – Event data Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

In Oracle BAM, a rule is a set of conditions and actions associated with an event. Alerts are triggers that are fired when an event occurs. The Event Engine monitors complex data conditions and implements user-defined user defined rules. It continuously monitors the information in the ADC for certain conditions. If those conditions are met, it executes the actions defined in the associated rules. The Event Engine can monitor for changes in data, time, and date. • Sample events: - In three hours - Every week starting on February 1, 2013 at 6 AM - When dashboard X is modified • Sample conditions: - If it is currently between midnight and 6 AM - If it is currently Wednesday • Sample actions: - Send dashboard X via email to three specific users - Launch a rule - Call a web service You learn more about alerts in the lesson titled “Creating Alerts.” Oracle BAM 11g: Build Real-Time Dashboards 2 - 33

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Event Engine

Which component of the Oracle BAM architecture stores realtime data in memory? a. Enterprise Integration Framework b Active Data Cache b. c. Event Engine d. Report Cache e. BAM web applications

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Answer: b

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Quiz

Which component of the Oracle BAM architecture is the primary interface for incoming messages, extracting and populating Oracle BAM with real-time data? a. Enterprise p Integration g Framework b. Active Data Cache c. Event Engine d. Report Cache e. BAM web applications

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Answer: a

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Quiz

Which component of the Oracle BAM architecture is responsible for monitoring date, time, and data conditions and executing actions when specified conditions are met? a. Enterprise p Integration g Framework b. Active Data Cache c. Event Engine d. Report Cache e. BAM web applications

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Answer: c

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Quiz

In order to see data updates in an Oracle BAM dashboard, business users have to refresh their view. a. True b False b.

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Answer: b

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Quiz

• • • •

Oracle Business Activity Monitoring (BAM) Oracle BAM architecture Oracle BAM tools and roles Oracle SOA Suite and Oracle BPM Suite

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Lesson Agenda

Internet Explorer only

Business User Power User Data Designer System Administrator

• • • •

Active Viewer: View existing dashboards dashboards. Active Studio: Create dashboards and alerts. Architect: Create data objects. Administrator: Examine users and roles, manage object ownership, and maintain distribution lists. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle BAM offers four tools, catering to the needs of four different users: • Active Viewer (business user): Business users use Oracle BAM Active Viewer to view dashboards. das boa ds When e new, e , pe pertinent t e t information o at o is sa available, a ab e, tthe e bus business ess use user ca can receive an email or text message that contains a link to the information. The business user opens Active Viewer through this link to display the dashboard. • Active Studio (power user): Power users use Active Studio to create and edit dashboards and alerts. • Architect (data designer): Data designers use Architect to create or extend data objects in the Active Data Cache so that power users can design dashboards based on th these data d t objects. bj t Th The d data t d designer i can also l manage real-time l ti message processing i by configuring message and data sources. • Administrator (system administrator): System administrators use Administrator to manage object ownership, maintain distribution lists for alerts and dashboards, and examine users and roles. All these functions are performed through an Internet Explorer browser window using a thin user interface interface. To access Oracle BAM BAM, open Internet Explorer and navigate to http://hostname:http_port/OracleBam. After you log in, the Start page (shown in this slide) opens. Oracle BAM 11g: Build Real-Time Dashboards 2 - 39

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Oracle BAM: Tools

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Note: The default port for the Oracle BAM server is 9001. If necessary, you can change the Oracle BAM server port number during configuration of Oracle BAM using the Oracle WebLogic Configuration Wizard.

Oracle BAM 11g: Build Real-Time Dashboards 2 - 40

If properly l configured, fi d viewers can drill, drive, and navigate to other data. Dashboards are continually updated as new data becomes available.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

To open Oracle BAM Active Viewer, click Active Viewer on the Oracle BAM Start page. In Active Viewer, click Select Report and browse to find the dashboard that you want to view. Dashboard access depends on ownership and sharing privileges. The My Reports folder stores all of the dashboards and subfolders that you created but have not shared, and the Shared Reports folder stores all of the dashboards and subfolders that you or others have shared. After a dashboard has been rendered, it is continually updated as live data (also known as active data) streams into Oracle BAM. Dashboards can be configured to allow drilling or navigating to other data. In this example, you can click a bar in the bar chart to drill down to the data behind the bar. You can also click the “View operations menu” icon in the Discount Gauge view and select Show Details to see the data behind the range gauge. Using the Personalize button, you can set preferences for options such as the following: • Type of Time Zone adjustment you want for viewing reports and for setting time-based alerts. (These do not affect the date and time data in data objects, which are always based on the Oracle BAM Server time zone.) zone ) • Printing options • Alert settings Oracle BAM 11g: Build Real-Time Dashboards 2 - 41

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Oracle BAM Active Viewer: Viewing Dashboards

Configure dashboards and alerts.

Configure g individual views,, including g selecting base data objects.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

To open Oracle BAM Active Studio, click Active Studio on the Oracle BAM Start page. Oracle BAM Active Studio is a robust tool for creating dashboards and alerts. Using BAM Active Studio, power users can create, edit, and share dashboards. Dashboards can either be realtime dashboards, with live data updating on screen, or point-in-time (snapshot) dashboards. You can also use Oracle BAM Active Studio to create alerts to notify users of specific business events and even automate corrective actions. The Oracle BAM Active Studio page contains the following tabs: • Home: Dashboards that were most recently created, used, or shared with you • My y Reports: p Dashboards that yyou own and have not shared,, so that you y are the onlyy one who can access them • Shared Reports: Dashboards that others have shared with you, or that you have shared; also includes four sample dashboards that are packaged with Oracle BAM • Alerts: Alerts that you have created or were assigned to you In the example in the slide, the user is creating a four-pane dashboard in the My Reports folder. The top panel has a bar chart, and the user can use the Edit Pane at the bottom of the window to select the appropriate data object, select fields to display, format the chart, and so on. The other three panes in the dashboard have not yet been defined—in fact the view types have not been selected. Oracle BAM 11g: Build Real-Time Dashboards 2 - 42

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Oracle BAM Active Studio: Configuring Dashboards and Alerts

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You learn more about BAM Active Studio in the lesson titled “Creating Simple Dashboards.”

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Configure data objects, enterprise message sources, external data sources, and alerts.

Configure data object layout, indexes, security, and other properties.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

To open Oracle BAM Architect, click Architect on the Oracle BAM Start page. Data designers use the Architect application to: • Create and manage data objects: This includes creating data objects objects, assigning permissions to data objects, adding security filters to data objects so that only specific users can view specific rows in the data object, and so on. • Manage transaction source processing: Enterprise message sources provide real-time information to the ADC. Using Architect, data designers can define, edit, copy, and delete enterprise message sources as well as external data sources. • Build and maintain alerts You learn more about Oracle BAM Architect in the lesson titled “Designing Data Objects.”

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Oracle BAM Architect: Configuring Data Objects, Message and Data Sources Sources, and Alerts

Reassign ownership of one user’s dashboards, alerts, and folders to another user.

Reassign object ownership, maintain distribution lists, and view users and roles.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

To access Oracle BAM Administrator, click Administrator on the Oracle BAM Start page. System administrators use the BAM Administrator application to: • Manage object ownership • Maintain distribution lists (create distribution lists to send alerts and dashboards) • Examine users and roles Note: Administrators create users and groups in the Oracle WebLogic Server Administration Console. They define BAM roles and assign roles to users and groups the Enterprise Manager Fusion Middleware Control Console. You learn more about Yo abo t Oracle BAM Administrator in the lesson titled “Oracle BAM Administration.”

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Oracle BAM Administrator: Managing Object Ownership and Creating Distribution Lists

Report Viewer Report Creator

Report Architect A hit t

Administrator

• •

Four predefined application roles Manage roles, policies, and role membership in Oracle Enterprise Manager

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle BAM is preconfigured with four BAM application roles: • Report Viewer: Has access to features for viewing dashboards • Report Creator: Has access to Report Viewer features along with features for creating dashboards and alerts • Report Architect: Has access to Report Creator and Report Viewer features along with features for creating data objects, alerts, enterprise message sources, and external data sources • Administrator: Has access to all features The application roles determine the permissions that are granted to specific users or groups. If a user or group is a member of one of these Oracle BAM application roles, that user or group is granted the associated Oracle BAM permissions. Oracle BAM does not support assigning Oracle BAM application permissions directly to users and groups. BAM application permissions can be granted only to BAM application roles. In other words, in order to grant Oracle BAM application permissions to users and groups, you need to make those users and groups members of an BAM application role associated with the desired BAM application permissions. Use the Enterprise Manager Fusion Middleware Control Console to manage the application policies for Oracle BAM. You learn more about managing roles, users, and groups in the lesson titled “Oracle BAM Administration.” Oracle BAM 11g: Build Real-Time Dashboards 2 - 46

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BAM Application Roles

Import a dashboard definition.

•

Import, export, rename, clear, or delete objects in the Active Data Cache Cache. – Affect data objects, dashboards, alerts, rules, folders, security filters, enterprise message sources, external data sources, and distribution lists

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

ICommand is a command-line utility and web service that provides a set of commands that perform various operations on objects in the Active Data Cache. For example, you can use ICommand to export or rename data objects, folders, dashboards, rules, distribution lists, enterprise message sources, or external data sources. You can use ICommand to clear the contents of data objects, folders, and distribution lists. This slide shows a sample command to import a dashboard definition: icommand –cmd import –file PurchaseOrderREPORT.xml You learn more about ICommand in the lesson titled “Oracle BAM Administration.”

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ICommand

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

System administrators use the WebLogic Server Administration Console for configuration tasks related to administering Oracle BAM. You learn more about the WebLogic Server Console and the Enterprise Manager Fusion Middleware Control Console in the lesson titled “Oracle BAM Administration.”

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Behind the Scenes: Enterprise Manager and WebLogic Server Consoles

Which tool do power users use to design dashboards? a. Oracle BAM Active Viewer b. Oracle BAM Active Studio c Oracle BAM Architect c. d. Oracle BAM Administrator e. ICommand

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Answer: b

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Quiz

Which tool can you use to import objects into the Active Data Cache? a. Oracle BAM Active Viewer b Oracle BAM Active Studio b. c. Oracle BAM Architect d. Oracle BAM Administrator e. ICommand

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Answer: e

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Quiz

• • • •

Oracle Business Activity Monitoring (BAM) Oracle BAM architecture Oracle BAM tools and roles Oracle SOA Suite and Oracle BPM Suite

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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Lesson Agenda

B2B BPM Human Task BPEL JDeveloper

Business Rules Mediator Message

Event

EDN

Service Infrastructure

Web Service Policy Manager

Enforcement points

SOAP JMS Others

Event Delivery Network

Registry

Enterprise Manager

MDS Audit

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle BAM is part of Oracle SOA Suite 11g, a complete set of service infrastructure components for creating, deploying, and managing service-oriented architecture (SOA) applications. Oracle SOA Suite 11g enables services to be created, managed, and orchestrated into composite applications and business processes. Oracle SOA Suite 11g runs primarily on the WebLogic Server. Components that form a part of the SOA installation include: • Service Infrastructure: This provides the internal message routing infrastructure capabilities for connecting components and enabling data flow. • Oracle Mediator: This routes data from service providers to external partners. In addition, it can subscribe to and publish business events. • Oracle Adapter: Oracle Adapters use JCA technology to connect external systems to Oracle SOA Suite. • Business Events and Event Delivery Network: Business events are messages sent as the result of an occurrence or situation, such as a new order or the completion of an order. In Oracle SOA Suite, the Oracle Mediator service component subscribes or publishes events events. When an event is published published, other applications can subscribe to itit. The Event Delivery Network (EDN) supports Event-Driven Architecture (EDA) style applications. Oracle BAM 11g: Build Real-Time Dashboards 2 - 52

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BAM

`

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Oracle SOA Suite and Oracle BPM Suite

Other components include: •

•

• •

Metadata Service Repository: This repository stores business events, rule sets for use by Oracle Business Rules, EXtensible Stylesheet Language Transformation (XSLT) files for Oracle Service Bus and Oracle Mediator, XSD schema files for Oracle BPEL Process Manager, Web Services Description Language (WSDL) files, and metadata files for Oracle Event Processing. Oracle JDeveloper: This is the development component of Oracle SOA Suite. It forms a comprehensive integrated development environment (IDE) for creating and deploying composite applications and managing the composite. O l W Oracle Web bS Service i P Policy li M Manager: Thi This provides id th the iinfrastructure f t t for f enforcing f i global l b l security and auditing policies in the Service Infrastructure. Oracle Enterprise Manager Fusion Middleware Control: This browser-based application is the primary tool for managing, monitoring, and configuring the SOA runtime environment and components, including the deployed Oracle BAM Server and Oracle BAM web applications.

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Service engines that may be installed include: • Mediator engine for processing Mediator implementations • Business Rules engine for processing business rule implementations, enabling dynamic decisions at run time allowing you to automate policies, policies constraints, constraints computation, computation and reasoning while separating rule logic from underlying application code. • BPEL engine for processing BPEL process implementations, enabling users to interact with business processes and perform tasks that are needed to complete the process. • Human Workflow engine for processing human task implementations • Business Activity Monitoring application for providing real-time monitoring, alerting, and insight g into p process optimization p through g a GUI dashboard with drill-down features • Business Process Management engine for execution of Oracle BPM implementations • Business to Business engine for B2B implementations, enabling the secure and reliable exchange of messages between an enterprise and its trading partners

Field Service Scheduling

Order Processing

Account Management

Customer Status

Customer Status

Shipping Charges

Product Availability

Product Availability

Order Status

Verify Customer Credit

Verify Customer Credit

Order Status

Marketing System

CRM System

Finance System

Warehouse Mgmt

Other Biz Unit

Trading Partner

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Integration can be done in many ways, some of which are proprietary approaches that have enabled silo (stand-alone) systems to be integrated, typically in a point-to-point manner. This approach tends to be brittle and difficult to maintain over time. Functionality is often duplicated across applications. Changes to a single application interface have the potential to affect large numbers of systems, each of which may need modification—a time-consuming and expensive proposition. This slide illustrates how systems were integrated prior to the service-oriented architecture (SOA) approach.

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Before SOA: Problem Statement

Field Service Scheduling

Customer Status

Marketing System

Verify Customer Credit

CRM System

Order Processing

Product Availability

Finance System

Account Management

Order Status

Warehouse Mgmt

Other Biz Unit

Shipping Charges

Trading Partner

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The SOA approach to software systems enables a consumer of a service to be decoupled from the service provider. With SOA, services are accessed using standard protocols (the glue), which enable interoperability from decoupled functions. BPM layered on top of SOA services allows these services to be used in adapting the business processes to the current needs of the organization.

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SOA: Assembling Services and Business Processes

MDS BPM Studio Plug-In JDeveloper

Business Process Composer

EM Console

Oracle BPM Run Time

B2B BPEL Engine

BPMN Engine

Process Core

Human Workflow

Business Rules

Mediator

Business Process Workspace

SOA Infrastructure Oracle WebLogic Server

Oracle BAM

Oracle Service Bus

Microsoft

IBM

Oracle

SAP

Process Spaces Siebel

PeopleSoft

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The Oracle BPM Suite is layered over the SOA Suite, shares all of the product components, and provides an integrated environment for developing, administering, and using business applications that are centered around business processes. • Oracle BPM Run Time provides the runtime environment for running business processes. It is standards based, supporting BPMN 2.0, Business Process Execution Language (BPEL), and WS-HumanTask (a subspecification of the more popularly known BPEL4People). Because the BPM Run Time is layered on SOA 11g, it provides enterprise-grade performance, scalability, reliability, and manageability. • The BPMN engine plugs into the process core of the service infrastructure and provides an environment for running the BPMN processes processes. The BPEL engine runs the BPEL processes. The process core provides essential functionality to both types of processes, including managing persistence, generating audit trails, invoking services, and managing security. Note: MDS is the acronym for Metadata Service (Repository).

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Oracle BPM: Layered over SOA Suite

• • • • • •

Reusability Interoperability Agility Scalability Cost efficiency Visibility

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The benefits of SOA and BPM include the following: • Reusability: Existing functionality within an application is reused across business organizations o ga at o s a and dp processes. ocesses • Interoperability: Communication between services follows a standards-based approach and is not dependent on the platform. Services are loosely coupled to the application. • Agility: Due to discrete functions and standardized interfaces, development is more agile, adapting to business changes easily. • Scalability: It is easy to expand the system (scale it up) as well as reduce functionality (scale it down). • Cost efficiency: Costs are reduced and delivery of new functionality is accelerated because existing resources are reused and integration of business resources is standards-based. • Visibility: Metrics provide insight into how the business process is working so that processes can be continually improved.

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Benefits of SOA and BPM

This practice covers the following topics: • Logging in as two separate users, and inferring the BAM roles to which each user is assigned • Opening a dashboard in BAM Active Viewer • Running scripts to simulate active data, and watching the dashboard update • Opening a dashboard in BAM Active Studio

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Practice 2 Overview: Oracle BAM Tour

In this lesson, you should have learned how to: • Describe the purpose of Oracle Business Activity Monitoring (BAM) and the components of the Oracle BAM architecture • Describe the BAM application roles and the tasks you can perform with each of the BAM applications • Describe Oracle SOA Suite and Oracle BPM Suite • Log in to Oracle BAM • Open O ad dashboard hb d iin BAM A Active ti Vi Viewer and d BAM A Active ti Studio

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Summary

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D i i Designing Data D t Objects Obj t

After completing this lesson, you should be able to: • Explain what a BAM data object is, and how it is used • Create, edit, and delete BAM data objects • Create calculated fields and lookup fields fields, and describe how they are used • Create data object dimensions and hierarchies, and describe how they are used • Explain what external data objects are, and how to create them th • Explain what system data objects are, and which ones can be edited • Control access to data objects

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Objectives

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• • Data object basics Advanced concepts

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Lesson Agenda

•

Two types: – Internal data objects store raw data that message sources push to Oracle BAM. – External data objects read data from external databases upon demand.

•

Used for dashboards, alerts, and ADF pages Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

BAM data objects are used for dashboards, alerts, and ADF pages. They are similar to relational database management system (RDBMS) tables with a column and row orientation. The data in data objects can come from many different types of sources, such as BPEL and BPM processes, enterprise message sources, and external databases. Each data object has a specific layout, which can be a combination of data fields, lookup fields, and calculated fields. Internal data objects store the raw data that message sources push to Oracle BAM. Data from external data sources is pulled into the BAM ADC as needed (for example when a user opens a dashboard with a view that is based on an external data object). Data from external data sources is not persisted in the BAM database database.

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What Are BAM Data Objects?

BAM Server

Message Queues

OEP

Alerts

Event Engine Enterprise Integration BAM Adapter Framework

BPM

Active Data Cache

BAM Web Apps BAM Dashboards

Report Cache ADF

OSB

ADF Pages with DVT

BPEL

OBIEE

OLTP and Data Warehouses

BAM Data and Metadata

Databases

Oracle DB (Grid)

ICommand

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BAM data is available in the Active Data Cache (ADC), and in the case of internal data objects, it is persisted in the BAM database. Data objects are populated by data coming into BAM Server from various external sources and are used to generate events and to populate dashboards and ADF pages. Events get pushed into Oracle BAM via the ADC by using Oracle BAM Adapter, enterprise message source (EMS), Oracle Data Integrator (ODI), or Oracle BAM Web services. Depending on the source and whether the data was transformed en route, the data could be detail or aggregated data. Events could be pushed from real-time sources or from data warehouses via ODI. Real-time sources include i l d O Oracle l BPEL BPEL, O Oracle l BPM, BPM and d enterprise t i resource planning l i (ERP) sources such as PeopleSoft, eBIZ, and SAP. Data warehouse event sourcing includes aggregated data such as averages. For example, you could track real-time performance against the average call hold time in the last thirty days. Sourcing events from real-time sources is more common than sourcing events from data warehouses.

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How Are BAM Data Objects Used?

1. Decide what alerts, dashboards, and ADF pages you need, including any required drilling. 2. Determine what data you need to collect to support your dashboard needs. 3. Create the data objects to meet your dashboard needs: A. Add basic data fields. B. Extend the data using calculated fields and lookups. C. Create dimensions and hierarchies as needed.

4 Create the dashboards 4. dashboards, alerts alerts, and ADF pages pages.

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This slide lists the steps involved in creating and using data objects.

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High-Level Process

1. Decide what alerts, dashboards, and ADF pages you need, including any required drilling. 2. Determine what data you need to collect to support your dashboard needs. 3. In the BPEL or BPM process, configure appropriate data sampling and business indicators. 4. Update the data objects that are automatically created upon deployment* to meet your dashboard needs: A. Add basic data fields A fields. B. Extend the data using calculated fields and lookups. C. Create dimensions and hierarchies as needed.

5. Create the dashboards, alerts, and ADF pages. * For sensors, you need to create the target data object. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

If you are using BPEL or BPM and have properly configured data sampling and business indicators, the data objects get created automatically upon deployment, except for sensors. You may still want to add columns to these data objects according to your goals. You learn more about monitoring BPM and BPEL in the lessons titled “Monitoring BPM Processes” and “Monitoring BPEL Processes.”

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High-Level Process (Using Built-In Integration from BPEL or BPM Process)

1. Determine what alerts, dashboards, and ADF pages you need. 2. Working backwards from that, design the BAM data objects. j

Alerts

BAM Dashboards

ADF Pages with DVT

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Whether data objects are created automatically from your BPEL or BPM process or you create them yourself, you need to design them based on the types of data available to you and the kinds of alerts, dashboards, and ADF pages that you want to create.

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Designing BAM Data Objects

1

2 Never update underlying BAM database tables directly; rather, work through BAM Architect.

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You use Oracle BAM Architect to manage BAM data objects. 1. From the Oracle BAM home page, click Architect. 2 In the Oracle BAM Architect window, 2. window ensure that Data Objects is selected in the dropdown list in the upper-left corner. Note: Do not read data directly from or manipulate data directly in the Oracle BAM database. All access to data should be done using Oracle BAM Architect.

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How Are BAM Data Objects Managed?

•

There are three ways to create and update BAM data objects: – Oracle BAM Architect – ICommand import – Deployment of a properly configured BPEL or BPM process

•

Internal data objects created using an ICommand import may have data in them. – Data objects created using the other two methods are empty. py

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There are three ways to create BAM data objects: • You can use Oracle BAM Architect to create or update data objects. • You can use ICommand import commands to create or update data objects objects. • They are created automatically when you deploy a BPEL or BPM process. When internal data objects are first created, they are empty unless ICommand was used, in which case they may have data. Oracle BAM Architect and ICommand are discussed in the next couple of slides. You learn more about BPEL and BPM processes in the lessons titled “Monitoring BPM Processes” and Monitoring BPEL Processes. Processes ” “Monitoring

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How Are BAM Data Objects Created?

1

2

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To create data objects using Oracle BAM Architect, select Data Objects in the drop-down list in the upper-left corner of the window, navigate to the folder in which you want to create the data object (or create a new folder), and click Create Data Object. Enter a name for the data object, specify (or browse for) the location, and optionally enter tip text and a description. If this object will be loaded from an external data source, select the External Data Object check box. (External data objects are discussed later in this lesson.) You must add at least one field before clicking Create Data Object. You can add additional fields at creation time, or you can add fields later using the Layout view. Note: Do not use single or double quotation marks in any Oracle BAM object names, because thi causes a runtime this ti error. This Thi rule l applies li to t d data t objects, bj t d dashboards, hb d enterprise t i message source names, and other BAM object names.

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Using BAM Architect to Create BAM Data Objects

You can use ICommand to import data object definitions and content. • Typically, you use an XML file that was created through the ICommand export p command. • If the XML file contains content information in addition to layout information, data is loaded into the data object. icommand -cmd export –type dataobject –name "/Demos/Call Center/Case Detail" –file "D:\CaseDetail.xml"

icommand -cmd import –file "D:\CaseDetail.xml"

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As discussed in the previous lesson, ICommand is a command-line utility and Web service that provides a set of commands that perform various operations on items in the Active Data Cache (ADC). You can use ICommand to export, import, rename, clear, and delete items from the ADC. The commands can be contained in an input XML file, or a single command can be entered on the command line. The export operation exports information about one or more objects in the Active Data Cache to an XML file. The import operation imports the information from an XML file to an object in the Active Data Cache. The object may be created, replaced, or updated. To update the layout of a data object, bj t you need d tto use specific ifi IC ICommand d flflags. If the object does not exist, it is created if possible. For data objects, the XML file must contain layout information to create the data object. If the file does not contain content information, an empty data object is created. For more details on using ICommand, see the lesson titled “Oracle BAM Administration.”

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Using ICommand to Create Data Objects

View and configure properties

Perform global actions

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Each data object has properties that make up its definition. You can use a number of views in Oracle BAM Architect to display and configure data object properties and to perform certain global actions on the data object. The next few slides discuss some of the more commonly used views.

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BAM Data Object Properties and Actions

•

View g general information,, including: g – How many rows of data are in the data object – When the data object was last modified

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The General view is a summary of important data object properties. This information cannot be modified except by modifying the data object itself. The data object ID is used to identify the data object and is retained even if you rename the data object.

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General View

View or make changes to the layout ((add, modify, y or delete fields). ) Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The Layout page for a data object displays the physical layout of the data object. Click the Edit Layout button to make changes to the existing fields or to add new ones to the data object. After you have made the changes, click the "Save changes" button. It is best to temporarily disable alerts based on the data object and edit the data object during off-peak hours to increase the chances that no dashboards are currently open that are based on the data object. You cannot save changes to the layout if there are active alerts or open dashboards based on the data object. You can alternatively create a new data object, do a global change of the data object in all dashboards and alerts that used the original data object, and then delete the original data object. bj t

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Layout View

• •

Can be extended with lookup fields and calculated fields Can include detail or aggregated data for real-time and historical data

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You can define fields with the following data types: • String: Text containing a sequence of characters • Integer: Whole numbers from -2,147,483,648 -2 147 483 648 to 2,147,483,648 2 147 483 648 • Float: Double-precision floating point numbers • Decimal: Numbers including decimal points • DateTime: Dates and times combined as a real number • Boolean: Boolean columns with true or false values • Auto-incrementing integer: Automatically incremented integer column • Timestamp: Date time stamp generated to milliseconds (only one per data object) • Calculated: Columns that are generated by an expression and saved as one of the other data types Note that Oracle BAM data types do not necessarily map to Oracle database types of the same name. For example, the Oracle BAM Float type does not map to the Oracle database Float type. Oracle BAM Float truncates numeric data that has very high precision. For more details consult the Oracle Fusion Middleware Developer’s details, Developer s Guide for Oracle SOA Suite Suite.

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Field Data Types

View or make changes to the data (add, modify, or delete data).

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The data object’s Contents page provides easy access to the data contained in the data object. When you first go to this page, the contents are displayed in a tabular fashion in viewonly format. A maximum of 100 rows are displayed at a time. A button that toggles between Edit Contents and View Contents allows you to choose between viewing the data and editing the data. To modify the data (for example, for testing purposes), click Edit Contents. You can edit data on a row-by-row basis. For a row that you want to edit, click the Edit link displayed after the last field in that row. Click Update when you have finished making edits before you exit or go on to edit additional rows. Click View Contents to go back to the view-only format.

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Contents View

Rename or move data objects.

Delete data objects.

Clear the contents of data objects.

•

You can rename data objects (and fields within them). – The original internal IDs are retained. – If you rename a data object, do a global data object change for each dashboard that uses the data object.

•

You cannot delete data objects that are in use by open dashboards, active alerts, security filters, or enterprise message sources that are “Started.” Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

This slide discusses three additional actions on the data object toolbar: renaming, deleting, and clearing data objects. Renaming or Moving Data Objects: Using the “Rename/Move” Rename/Move link, you can rename a data object or move it to a different folder. If you rename a data object (or fields within it), the original internal IDs will be retained and will be visible if, for example, you export the data object to a file. If you rename a data object, then you must do a global data object change for each report that uses the data object. Deleting Data Objects: The software does not allow you to delete data objects that are currently in use by open dashboards, active alerts, security filters, or enterprise message sources that th t have h a status t t off “Started.” “St t d ” To T delete d l t ad data t object bj t th thatt iis iin use and d use a new one instead, perform these tasks: 1. Create the new data object and appropriate security filters. 2. In each dashboard that uses the old data object, use the Global Change Data Object action so that when the dashboard is next opened, it uses the new data object instead of the old one. 3 Revise the relevant alerts to refer to the new data object 3. object. 4. Redirect the relevant enterprise message sources to the new data object. 5. Delete the old data object. Oracle BAM 11g: Build Real-Time Dashboards 3 - 18

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Renaming, Deleting, and Clearing Data Objects

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Clearing Data Objects: The Clear action enables you to remove the contents of a data object without deleting the object from the ADC.

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If data comes from a BPM or BPEL process, which of the following statements are true? (Choose all that apply.) a. Data objects are not used at all. b Data objects are created automatically upon deployment b. deployment. c. You must create data objects to receive process data. d. You can create custom data objects to receive process data. e. You can update these data objects to meet your needs.

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Answer: b, e

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Quiz

Which BAM Architect data object views could you use to delete all the data in your data object? (Choose all that apply.) a. Layout b Contents b. c. Delete d. Clear e. None of the above

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Answer: b, d

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Quiz

This practice covers the following topics: • Examining the data objects that were populated in the previous practice • Using ICommand to create additional reports reports, data objects objects, and alerts, and examining the data objects that are created • Creating a data object

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Practice 3-1 Overview: Creating Data Objects

• •

Data object basics Advanced concepts – – – – – – –

Calculated fields Lookup fields Restricting access Dimensions and hierarchies Indexes External data objects System data objects

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Lesson Agenda

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Data objects can be extended through the creation of calculated fields. Calculated fields are fields that are generated by an expression, and they provide the ability to store derived data within the ADC data objects. Calculations can involve regular mathematical operators, string functions, date-time functions, and decimal functions, depending on the data type you are working with. For example, if a data object contains Salary and Commission fields for a sales representative, you could create a Compensation field as follows: Salary + (Salary * (Commission/10)) To create a calculated field for a data object, select Calculated from the list of data types and click “”Edit formula” to open the Calculated Column Editor page. Enter the expression that performs the required calculation, and click OK. Calculated fields are saved in the appropriate data type. For example, the result of the Compensation expression is an integer. In the Layout Editor, the field type is shown as Calculated. However, in the Layout view for this data object, the type for this field is integer. When creating calculated fields, you can use operators, expression functions, and of course names of other fields fields.

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Calculated Fields

Supported expressions for calculated fields include Avg, Concat, Count, If, Min, Max, Substring, Sum, and many more. For a complete list, see Appendix A of the Oracle Fusion Middleware User’s Guide for Oracle Business Activity Monitoring.

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Here is a list of operators you can use in calculated fields: • + (plus sign): Add • - (minus sign): Minus • * (asterisk): Multiply • / (forward slash): Divide • % (percent sign): Modulus • ( ) (parentheses): Used to determine the order of operations • && (double ampersand): Logical AND • !+ (exclamation point and equal sign): Logical NOT • || (double pipe): Logical OR • == (double equal sign): Equality • = (equal sign): Assignment

Calculated fields add overhead when data is inserted. Configure when defining data object in BAM Architect?

Configure when defining dashboard in BAM Active Studio?

Best practice: • Typically best to define in the data object (calculation occurs just once, upon insertion) • If used infrequently, consider defining in the dashboard

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There are two places in Oracle BAM architecture where you can configure calculations: • When defining a calculated field in a data object • When defining a dashboard in BAM Active Studio Calculated fields involve data transformations and therefore incur some overhead. If you configure them in the data object, then the additional overhead occurs when the data arrives in the ADC. If you configure calculated fields in the dashboard, then the additional overhead occurs when the dashboard is generated. Deciding where to implement a calculation therefore depends on your requirements and g examples: p environment. Consider the following • If the result of a calculation will be used infrequently or in a single dashboard, configure the calculation in Active Studio when defining the dashboard. • If the result of the calculation is needed for multiple dashboards, configure the calculation in the data object. • All else being equal, the best practice is to define calculated columns in the data object. The calculation is then done once, when the data is inserted, instead of each time the dashboard is generated.

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Calculated Fields: Where to Configure?

Lookup fields get their values from other data objects.

Return last name based on matched customer ID ID.

Lookup Data Object

Return product name based on matched product ID.

Lookup Data Object

Result: You can build a dashboard view based on one data object and get values from several data objects.

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Data objects can also be extended through the use of lookup fields. Because a lookup field gets its value from a different data object, a data object with one or more lookup fields shows attributes of other data objects and is broader in scope. This can be useful when building a dashboard. Dashboard views are based on just a single data object, and a data object with lookup fields provides access to attributes the view could otherwise not include. For example, assume that you want to create a dashboard based on orders. To do that, you create a data object called Orders that is actively updated with the order ID, customer ID, product ID, quantity, and price. You also want your view to include the names of the customer and product—values that change infrequently. You could add lookup fields to the Orders data object that retrieve the customer and product names from other data objects. objects Then, Then you could use those additional fields when designing your dashboard. When the dashboard is generated, the BAM Server looks up those values and displays them in the dashboard. For organizations that have experience with dimensional data warehouse and data mart design, this is a natural concept that fits well in their existing architecture. You can store dimensional data in multiple data objects such as customers, products, and time. You can store numeric fact-related information in a dedicated data object. A data object that crossreferences f th these d data t objects bj t could ld iinclude l d customers t b by th the products d t th they purchased h d on certain dates.

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Lookup Fields

Select the fields to return from the lookup data object.

Specify the field or fields to match.

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To create a lookup field, perform the following tasks: 1. Display the Layout view for the data object to which you want to add the lookup field, and a d cclick c Edit d t Layout. ayout 2. In the Layout Editor, ensure that the data object contains the field or fields that you want to use to match fields in the lookup data object. 3. Click “Add one or more lookup fields.” 4. In the Define Lookup Field dialog box, select the data object that you want to use for the lookup. 5. In the “Lookup p Field(s)” ( ) section,, select the fields that you y want to return from the lookup p data object. You can select one, several, or all fields. Use the Shift key to select several fields in a row. Use the Ctrl key to select several fields that are not adjacent. 6. Select a field to match between the lookup data object and the data object you are currently editing. This is typically a primary key and corresponds to the WHERE clause in a join between two tables. The data type and scale of the match fields must be the same. 7 Click 7. Cli k Add tto add dd thi this match t h tto th the lilistt off matches. t h

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Defining Lookup Fields

You can modify a lookup field definition by clicking Modify Lookup Field. In the example in the slide, just one lookup field is being added (Last Name), and just one field is needed for the match. (Customer ID in the lookup data object will be matched to C C_ID ID in the data object you are currently editing.) You could add multiple lookup fields, and you could match based on multiple fields.

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8. If you want to match based on multiple fields (for example, in the case of a composite key), repeat steps 6 and 7 as often as necessary. Note that fields you select from the list on the right must already be defined in the data object. (See step 2 above.) 9. When yyou have finished,, click OK. Back on the Layout y Editor page, p g , all the fields you y selected in step 5 are listed. 10. Optionally, rename the lookup fields. 11. Click the “Save changes” button to save your changes.

• •

Values for lookup fields are retrieved only when a dashboard needs them. Fields used to match are good candidates for indexes. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

After you have added one or more lookup fields, they appear in the data object Layout view. The data object in the slide has two lookup fields: C_Name and P_Name. The C_Name field gets its value based on the Last Name field in the Customers data object, matching Customer ID with C_ID to identify the correct row. The P_Name field gets its value based on the Product Name field in the Products data object, matching Product ID with P_ID to identify the correct row. When orders are placed, the Order ID, C_ID, P_ID, Quantity, and Price fields are updated immediately. However, the values for the lookup fields are not retrieved until they are needed—that is, when a dashboard that needs them is generated. Lookup fields therefore incur some overhead at dashboard generation time time, but they offer additional flexibility and functionality when designing dashboards. To improve performance, create indexes based on fields that are used to match data between a data object and the lookup data objects that it references.

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Sample Data Object with Lookup Fields

Separate facts from dimensions.

Fact Data Object

Dimension Data Object

Populated with real-time information

Dimension Data Object Relatively static data

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The suggested best practice when designing your ADC objects is to use the star schema. This separates the more dynamically changing fact data from the more static dimension data, resulting in better performance and a more efficient data design. The data in the fact data object is updated in real time, and the fact data object references the dimension data object for further information in the form of a lookup field. Views using the fact data object request a lookup for qualifying rows in the dimension data object, not all the rows. Do not create separate dimension data objects if these data objects will be updated frequently, because that defeats the purpose. If the dimension data object is updated frequently, or as frequently as the fact data object, then it makes sense to keep all the information in a single data object object. For more information about implementing a star schema design, refer to the Oracle Database 11g: Data Warehousing Fundamentals course.

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Lookup Fields: Best Practices

•

•

•

Oracle BAM supports two types of schema models: – Unrelated tables – Star schema Supported: – DO with no lookup fields – DO1 > DO2 – DO1 > DO2, DO3, … Not supported: – DO1 > DO2 > DO3

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Oracle BAM supports two types of schema models: • Unrelated tables • Star Schema Any other kind of schema may result in performance issues or deadlocks. Designs involving snowflake dimensions (daisy-chained lookups) are not supported. For example, data object 1 can look up values in data object 2, or in data objects 2, 3, and more. However, Oracle BAM does not support lookups in which data object 1 looks up values in data object 2, which in turn looks up values in data object 3.

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Lookup Fields: Additional Notes

Which of the following statements are true regarding lookup fields? (Choose all that apply.) a. The lookup occurs as soon as data is inserted into the data object. j b. Data for the lookup field comes from another data object. c. Lookup fields cannot be used in dashboards. d. A data object can have at most one lookup field.

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Answer: b

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Quiz

• •

Data object basics Advanced concepts – – – – – – –

Calculated fields Lookup fields Restricting access Dimensions and hierarchies Indexes External data objects System data objects

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Lesson Agenda

Two views related to restricting access: • Security Filters • Permissions

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The next few slides discuss the two views related to restricting access to data objects.

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Restricting Access

Use: Configure permissions at the data object level.

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In the Permissions view, you can manage access to the entire data object. You can specify permissions for both users and groups. Permissions available for data objects are Read, Update, and Delete. If users have Read permissions on a data object, they can select the data object for use in a dashboard view. To edit permissions for a given data object, navigate to the Permissions view and click “Edit permissions.” Ensure the “Restrict access to Data Object to certain users and/or groups” check box is selected, and set appropriate permissions for each user and group. Click “Save changes” to save your changes. You can copy permissions from other data objects by using the “Copy from” button. This replaces the current data object’s existing permissions (if any) with a copy of the settings from the data object that you choose. After the permissions have been copied, you can edit them as necessary. Permissions allow or deny access to a user or group. In the case of a data object that has lookup fields, it is possible to deny user access to the data object that is being referenced in the lookup, but still allow the user to view the restricted data object’s values via the lookup field. field

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Permissions View

The Sales data object has a lookup field that retrieves product descriptions from the Product data object. Assume that User A has Read access to the Sales data object but does not have access to tthe e Product oduct data object object. When e Use User A d displays sp ays a das dashboard boa d us using g tthe e Sa Sales es data object, User A sees the data in the lookup field (the product description) even though it comes from a data object to which User A does not have direct access. Note: Users assigned the Administrator role have access to all data objects. The Administrator role overrides all data object permissions.

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Consider this example:

Use: Configure security at the row level.

User in SouthWest region

User in NorthWest region

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The Security Filters view enables you to implement row-level security. You can add security filters to a BAM data object so that only specific users or groups can view specific rows in the data object. This can be useful when working with data objects that contain sensitive or confidential information that is not intended for all dashboard designers or viewers. If you create a security filter on a data object, then when users view a dashboard that is based on that data object, they see only data that directly applies to them. For example, consider the case where sales representatives want to view sales reports. You store information for all sales regions and territories in a single data object, but when the dashboard is generated for a specific sales representative, it displays just those rows the sales representative is authorized to see. see

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Security Filters View

Security Data Object

Security Filter

Base Data Object

Result: Dashboard designers and viewers see only those rows they are authorized to see. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Security filters perform a lookup using another data object, which is referred to as a security data object. There are three components involved in configuring row-level security: • Base ase data object object: Co Contains ta s tthe eo original g a data tthat at you want a t to filter te • Security data object: Contains the security information • Security filter: Refers to the security data object and specifies the columns to match In the example in the slide, the base data object in the slide contains customer ID, purchase order ID, and price information for various suppliers named in the SupplierName column. Assume that you want suppliers to view only those rows pertaining to them. The security data object in the slide maps individual users to suppliers suppliers. For example example, both jausten and fkafka work for the XYZ supplier. The security filter defined for the base data object points to the security data object and specifies that the Supplier column in the security data object maps to the SupplierName column in the base data object. When users listed in the security data object view dashboards based on the data object shown in the slide, they see only those rows matching the suppliers to which they have been mapped in the security data object. Users not listed in the security data object can view all rows. For demonstration purposes, the slide shows security at the user level. However, it is more typical to set security up at the group level. Oracle BAM 11g: Build Real-Time Dashboards 3 - 39

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Components in Configuring Row-Level Security

The base data object should already exist. 1. Define a security data object that maps users or groups to values in a specific column of the base data object. j

2. Add a security filter to the base data object, specifying the security data object, identification type, and the columns to match. match

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In order to configure row-level security, start with the BAM data object and decide how you want to filter the data. Then, create a data object that will serve as your security data object. It can have any name and must map users or groups to values in a specific column of the base data object. In the example in the slide, you want to filter rows by supplier name, so your security data object maps individual users or groups to supplier names. After defining your security data object, navigate to the Security Filters view of the base data object and create a security filter that references the security data object that you created earlier, specifying the type of identification (by user or by group), the column containing the identification (here, the Users column), and the mapping between the column in the security data object and the column in the base data object (Suppliers and SupplierName SupplierName, respectively).

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Steps to Configure Row-Level Security

•

A single BAM data object can have multiple security filters. – By default, the OR condition applies, but you can specify AND.

• • •

A security y data object j can be used by y more than one data object. You can copy security filters from one data object to another and customize them. Security filter settings are used when a view is constructed. constructed – If the security filter is updated, changes take effect when the user requests a new view.

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You can associate several security filters to a BAM data object in order to configure complex row-level security filters. By default, multiple security filters are applied with an OR condition, so if there is a match in any one of the security data objects, the user or group identified can access the data. You can instead specify the AND condition, in which case, the user or group must be identified in all of the security data objects to access the data protected by the filters. Security filters for several BAM data objects can reference the same security data object. Note that security filter settings are used when the view is first constructed. If a user is viewing a dashboard and you change the underlying security filter for that dashboard in a way that affects that user, the user’s current view is not updated. However, if the user reopens that d hb d th dashboard, the updated d t d security it filt filter settings tti are applied li d ffor th thatt new query.

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Security Filters: Additional Notes

Assume that you want only certain groups to have access to a given data object. Which BAM Architect data object view would you use to configure this? a. General b. Contents c. Security Filters d. Permissions e. Dimensions

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Answer: d

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Quiz

Assume that you have a data object that contains confidential information for all stores in your company. Store members should view information for their store only, but regional managers should be able to see information for all stores in their region. Which BAM Architect data object view would you use to configure this? a. General b. Contents c Security Filters c. d. Permissions e. Dimensions

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Answer: c

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Quiz

Assume that you have a data object that contains confidential information for all stores in your company. Store members should view information for their store only, but regional managers should be able to see information for all stores in their region. How many security data objects and security filters would you need to create? a. One security data object and one security filter b. One security data object and two security filters c Two security data objects and one security filter c. d. Two security data objects and two security filters e. None of the above

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Answer: a

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Quiz

3

1

2

Goal: Enable multilevel drill-down in BAM charts

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Dimensions are categories of attributes that are important to a business. They specify how data can be filtered or grouped. Common dimensions are time periods, products, markets, customers, suppliers, promotion conditions, raw materials, manufacturing plants, transportation methods, media types, and time of day. Within a given dimension, there may be many attributes. For example, the time period dimension can contain the attributes day, week, month, quarter, and year. Exactly what attributes a dimension contains depends on the way the business is analyzed. BAM chart users will often want to drill down to see data at more detailed levels, as shown in the pie chart on the right. To enabling drilling through multiple levels, you need to create di dimensions, i which hi h iin tturn contain t i hi hierarchies. hi Hi Hierarchies hi d define fi d drill ill paths th iin BAM charts. h t You use the Dimensions view in BAM Architect to view and maintain a data object’s dimensions and hierarchies. BAM Active Studio users designing BAM charts can then select a hierarchy to enable the end user to drill down (and up) the hierarchy.

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Dimensions View

Store data object Store ID Location Size Type District ID Region ID City ID County ID State ID

Store dimension Store ID District ID Region ID City ID County ID State ID

Organizational hierarchy

Geographical hierarchy

Region

Country

District

State

Store

City

Store

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This slide shows a data object with nine fields. It has one dimension, and six of the nine data object fields are included in the dimension. The dimension has two hierarchies, each containing a subset of the fields in the dimension. This dimension enables the following drill paths: • Region > District > Store • County > State > City > Store The first drill path may be useful for a dashboard targeting regional sales managers, whereas the second drill path may be used in a dashboard targeting inventory managers.

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Sample Dimension with Two Hierarchies

2

1 Determines drill path

3

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To create a dimension, perform the following steps: 1. Navigate to the Dimensions view. A. If the object does not have dimensions, click the “Add Add new dimension” dimension link. B. If the object has one or more dimensions and you want to create a new dimension, click the “Add new dimension” link. 2. Enter a name for the dimension and optionally a description. 3. Select the fields that you want to include in the dimension by clicking them in the Data Object Fields list. Select all fields that you need to support the hierarchies that you plan to create. If you make a mistake and want to move a field from the Dimension Fields list back to the Data Object O Fields list, simply click it. 4. Click Save to save the dimension. To add a hierarchy to the dimension, perform the following steps: 1. Click the “Add new hierarchy” link. 2. Enter a name for the hierarchy. 3. Select the fields in the Dimension Fields list that you want to include in the hierarchy. If you want to remove a field fi ld from f the h Hierarchy Hi h Fi Fields ld lilist, click li k iit to move iit b back k to the h Dimensions Fields list. 4. Click Save to save the hierarchy. Oracle BAM 11g: Build Real-Time Dashboards 3 - 47

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Creating Dimensions and Hierarchies

A data object can have multiple dimensions, but each field in a data object can belong to only one dimension. A dimension can have multiple p hierarchies defined. These hierarchies are independent of each other. Each dimension defines a different drill path. The same dimension field can be used in multiple hierarchies if desired.

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Recall the context in which you create dimensions and hierarchies: 1. Based on the available data and the drilling that you would like to enable in BAM charts, determine what hierarchy or hierarchies you need to support the drilling requirements. 2 Create one or more dimensions that include all the fields that you want to use in the 2. hierarchies. 3. Create the hierarchies. 4. When creating a dashboard view in BAM Active Studio, select a hierarchy to specify the drill path.

Select the time levels to include in the hierarchy.

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If a hierarchy contains a field with a date-time data type, you are prompted to select the time levels to include in the hierarchy.

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Date-Time Fields in Hierarchies: Selecting Time Levels

Which of the following statements are true regarding BAM dimensions and hierarchies? (Choose all that apply.) a. A field in a data object can be in at most one dimension. b A field in a data object can be in at most one hierarchy. b. hierarchy c. Dimensions include all the fields that you want to use for multilevel drilling (and possibly more). d. Hierarchies define a suggested drill path, but the BAM Active Studio user can modify this path when defining a BAM chart chart.

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Answer: a, c

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Quiz

• •

Data object basics Advanced concepts – – – – – – –

Calculated fields Lookup fields Restricting access Dimensions and hierarchies Indexes External data objects System data objects

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Lesson Agenda

Add or remove indexes on data objects.

Goal: Improve performance for large data objects

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The Indexes view enables you to view and maintain indexes for the data object. Indexes offer the potential for speeding up access to data objects that contain more than 200,000 rows. Similar to relational database indexes, defining indexes in Oracle BAM creates and maintains an ordered list of data object elements for fast retrieval. Without indexes, all rows are scanned when accessing the data. Indexes are most useful for locating rows by values in columns, for aggregating data, and for sorting data. For example, fields that are used to match data between a data object and the lookup data objects it references are good candidates for indexes. Create indexes for key fields. For example, if you are using BPEL sensors to perform upsert, update or delete functions within a process, update, process create the index on the Oracle BAM schema on the keys. Create keys with the integer format. Indexes on numeric fields are far more effective than string fields. A large string field may still require a full table scan. Indexes can also be created to help in dashboards viewing, that is, the fields that the user will search on in the dashboards. Maintain a balance between your index needs for data insertion versus reporting. Adding g indexes increases speed of access but adds storage g overhead. As a g general rule, indexes should be created only on unique or low cardinality fields that are accessed frequently. The suggested best practice is to use indexes sparingly until you can perform a usage analysis. Oracle BAM 11g: Build Real-Time Dashboards 3 - 52

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Indexes View

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Note: Performance is influenced by other factors such as dashboard grouping and calculations defined at the dashboard level.

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External data sources usually contain reference data that does not change frequently. EXT

Active Data Cache

OLTP and Data Warehouses

1. Define the external data source. 2 Create the external data object. 2. object A. Select the external data source. B. Select the table from which to read data. C Add the source table fields C. that you want to include.

3. Use the external data object in alerts, in dashboards, and on ADF pages. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

54

Recall that Oracle BAM can read data directly from OLTP databases and data warehouses. These data sources are called external data sources, and they typically contain reference data that does not change very much (for example, static lookup data). You use BAM Architect to define external data sources, which specify the connection information. Once you have defined an external data source, you can use BAM Architect to create an external data object based on that external data source. Then you can use that external data object in alerts, dashboards, and ADF pages—just as you would use any other BAM data object. Data from external data sources is pulled into the BAM ADC as needed and is not persisted in th BAM d the database. t b A Avoid id d designing i i external t ld data t objects bj t and dd dashboards hb d th thatt result lt iin loading a large amount of data into the ADC. Instead of basing external data objects on large tables, refer to static lookup data or to database views that aggregate data. You learn more about external data sources in the lesson titled “Integrating Data into Oracle BAM.”

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External Data Objects

Select the check box, box and specify external data source and table name.

Add fields from the source table one at a time, or select “Add all fields.”

Only fields from the source table can be added to an external data object. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

55

Creating external data objects is similar to creating regular (internal) data objects, but there are a few additional steps. You must select the External Data Object check box, select the external data source, and select the table to use. Then, add fields from the source table either one at a time or all at once. You can rename fields in the data object, but you cannot add fields that are not in the source table. You can define more than one external data object for a given external data source. For example, assume one dashboard requires data from columns 1 through 4 of an external table, and another dashboard requires data from columns 3 through 6. You could define two external t l data d t objects, bj t each h catering t i to t the th requirements i t off one off th the d dashboards. hb d

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External Data Objects

Alert data objects

Definitions for HTML forms for Action Form views

Definitions for templates and themes.

Do not edit data objects in the Alerts folder. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

56

The System data objects folder contains data objects used to run Oracle Business Activity Monitoring. You can modify the following data objects: global p parameters for Action Buttons. • Custom Parameters: Define g • Action Form Templates: Define HTML forms for Action Form views. • Chart Themes: Add or change color themes for view formatting. • Matrix Themes: Add or change color themes for the Matrix view. • Util Templates: Define templates that are used by Action Form views to transform content. Do not edit data objects in the Alerts folder. For more information about matrix and color themes, action buttons, and action forms, see the Oracle Fusion Middleware User's Guide for Oracle Business Activity Monitoring. Oracle Data Integrator If you install the integration files for Oracle BAM and Oracle Data Integrator, an ODI subfolder is created in the System folder. This subfolder contains the following data objects: • Context • Scenarios S i • Variables Do not delete or change the configuration of these data objects. Oracle BAM 11g: Build Real-Time Dashboards 3 - 56

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System Data Objects

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Do not delete or modify these data objects, because they contain columns that the system requires. As with other data objects, however, you can periodically archive and purge their contents.

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Assume that you want a dashboard to reflect profit for a given product. You have the unit cost and volume for the product, and you know that the sales price is 30% above the unit cost. Which BAM data object features would you need to use? (Choose all that apply.) a. Calculated field b. Lookup field c. Dimension d Hierarchy d. e. Index

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Answer: a

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Quiz

Assume that you want to provide your business users with a pie chart that displays total sales by region. For each region, you want users to be able to drill down to see data by state and city. Which BAM data object features would you use to support these requirements? You expect a lot of data and want to optimize data retrieval performance. (Choose all that apply.) a. Calculated field b. Lookup field c Dimension c. d. Hierarchy e. Index

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Answer: c, e

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Quiz

•

Do not use Oracle BAM as a data warehouse tool. – It is for operational monitoring in real time.

• • • • • • •

Use folders to organize your data objects, setting permissions at the folder level to control access. Create indexes on key fields (integer data types are best). Define calculated fields at the data object level, not in the dashboard definition. Manage applications so that multiple sources do not write to the same row of a BAM data object. When designing data objects, use the star schema. Separate fact and dimension tables. Use BAM Architect to edit data objects. – Do not edit BAM database tables directly. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

This slide lists best practices related to topics in this lesson. Regarding the first bullet, keep only the necessary data in your data object, namely, data that is relevant to real-time real time operational monitoring. See the lesson titled “Oracle Oracle BAM Administration” for suggestions regarding data archiving and purging. Regarding managing applications to avoid conflicts, as you will learn in the lesson titled “Integrating Data into Oracle BAM,” many sources can write to BAM data objects. Try to ensure that they do not write to the same row of the data object simultaneously. For example, design BPEL processes so that two processes that write to a single data object execute in a serial fashion rather than in parallel. Schedule bulk uploads at off-peak times so that they are l less likely lik l tto conflict fli t with ith incoming i i JMS d data. t

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Best Practices

This practice covers the following topics: • Adding calculated fields to a data object • Adding a dimension and hierarchy

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Practice 3-2 Overview: Adding Advanced Features to Data Objects

In this lesson, you should have learned how to: • Explain what a BAM data object is, and how it is used • Create, edit, and delete BAM data objects • Create calculated fields and lookup fields fields, and describe how they are used • Create data object dimensions and hierarchies, and describe how they are used • Explain what external data objects are, and how to create them th • Explain what system data objects are, and which ones can be edited • Control access to data objects

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Summary

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I t Integrating ti Data D t into i t Oracle O l BAM

After completing this lesson, you should be able to: • List the types of data sources that can send data to Oracle BAM • Describe how to integrate data from those data sources into Oracle BAM • Configure enterprise message sources • Define and use external data sources

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Objectives

• • •

Overview Using the Enterprise Integration Framework Integrating external data sources

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Lesson Agenda

JMS Bus

MS MQ IBM MQ TIBCO Oracle AQ

Enterprise Integration Framework

Real-Time Alerts

Oracle BAM

JMS Connector BAM Adapter Web Services

ODI

Sonic

Real-Time Dashboards

Oracle JDBC DB2 Sybase SQL Server

BAM Data and Metadata

Oracle Database (Grid)

Web Services

OEP

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle BAM offers an Enterprise Integration Framework (EIF) with four methods to update Oracle BAM Server with real-time streaming data. The four methods are: • JJMS S connector co ecto • BAM adapter • Web services • Oracle Data Integrator The next few slides discuss each of these in more detail.

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ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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Enterprise Integration Framework

JMS Bus

MS MQ IBM MQ TIBCO Oracle AQ Sonic

Enterprise Integration Framework

• • •

JMS Connector BAM Adapter Web Services

•

ODI

•

Oracle JDBC DB2 Sybase SQL Server

•

Push-based Fast Can read from any JMS-based message queue or topic Maps messages directly to BAM data objects Offers g guaranteed messaging Allows basic XSL transformations

OEP

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The JMS connector (also known as Direct JMS or enterprise message sources) provides direct Java Message Service (JMS) connectivity to Oracle BAM by mapping messages directly to Oracle BAM data objects. Oracle BAM Server can read data directly from any JMSbased message queue or topic (JMS 1.1 and above). In addition to offering high performance and guaranteed messaging, JMS isolates the process to a certain degree from the monitoring. For high-volume scenarios, or in scenarios in which you do not want your process to be affected by whether the BAM server is running, JMS is the recommended method. JMS enables basic Extensible Stylesheet Language (XSL) transformation capability. However, if a high volume of transformations is needed for the enterprise message source (EMS) message, message then use either Oracle BPEL or an “Extract Extract, then Load and Transform Transform” (E-LT) tool such as Oracle Data Integrator (ODI) to transform the messages before having Oracle BAM process the messages via the JMS Connector. You learn more about Oracle BPEL in the lesson titled “Monitoring BPEL Processes.” You learn more about ODI later in this lesson. The EMS option does not configure E-LT scenarios, but rather maps from a message directly to a data object on Oracle BAM Server. However, you can use XSL transformations before th d the data t iis iinserted t d ((updated, d t d upserted, t d or d deleted) l t d) iinto t th the d data t object. bj t E Each h EMS reads d ffrom a specific JMS topic or queue and the information is delivered into a data object in Oracle BAM Active Data Cache. You use Oracle BAM Architect to configure EMS definitions. Oracle BAM 11g: Build Real-Time Dashboards 4 - 5

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ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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JMS Connector (Enterprise Message Sources)

JMS Bus

MS MQ IBM MQ TIBCO Oracle AQ

Enterprise Integration Framework JMS Connector BAM Adapter Web Services

• • • • •

ODI

Sonic Oracle JDBC DB2 Sybase SQL Server

•

Push-based Used by Java EE applications Most tightly coupled Used for BPEL, BPM, and OSB Supports inserts, updates, upserts, and deletes Does not offer guaranteed messaging

OEP

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle BAM offers a JCA-compliant adapter named Oracle BAM Adapter. Java EE applications can use Oracle BAM Adapter to send data to Oracle BAM Server. This is the most tightly coupled option for streaming data into Oracle BAM Server. This is the mechanism by which Oracle BPEL Process Manager, the BPM Process Manager, and the other components in Oracle SOA Suite in Fusion Middleware interact with Oracle BAM Server. You learn more about Oracle BAM Adapter later in this lesson.

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ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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BAM Adapter

JMS Bus

MS MQ IBM MQ TIBCO Oracle AQ

Enterprise Integration Framework JMS Connector BAM Adapter

• • •

Web Services

ODI

•

Sonic Oracle JDBC DB2 Sybase SQL Server

Push-based Enables interaction from remote client Best for non-Java clients or remote clients that can access Oracle BAM only over the web Does not offer guaranteed d messaging i

OEP

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle BAM offers a web services API to interact directly with Oracle BAM data objects from a remote client. This option is best for non-Java clients or remote clients that can access Oracle BAM Server only over the web. Oracle BAM web services does not offer guaranteed messaging. It is also not as scalable as JMS, so it is not recommended for high-volume scenarios. Oracle BAM web services allow you to build applications that publish data to Oracle BAM for use in real-time charts and dashboards. Any client that can interact with standard web services can use these APIs to publish data to Oracle BAM. Oracle BAM web services interfaces allow integration of Oracle BAM with other components, such as Oracle BPEL Process Manager and ESB ESB, and they facilitate SOA application development. development

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ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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Web Services

JMS Bus

MS MQ IBM MQ TIBCO Oracle AQ Sonic

Enterprise Integration Framework JMS Connector

• • •

BAM Adapter Web Services

•

ODI

•

Oracle JDBC DB2 Sybase SQL Server

Push-based E-LT tool Can extract from and bulk load data into many types of sources Can perform rigorous data transformations Recommended for database sources

OEP

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle Data Integrator (ODI) is the “Extract, then Load and Transform” (E-LT) tool that is used with Oracle BAM to perform data transformations. ODI can be used with Oracle BAM to extract data from many types of sources, bulk load the data into many types of targets, and perform rigorous data transformations on the target. However, ODI is best used for database sources. ODI is highly performant and is ideal for bulk updates to get data from or to database tables or data warehouses.

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ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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Oracle Data Integrator

JMS Bus

MS MQ IBM MQ TIBCO Oracle AQ

Enterprise Integration Framework JMS Connector BAM Adapter Web Services

ODI

• •

• •

Pull-based Data queried when you refresh a view based on the external data object Data not persisted to BAM database Typically used for static lookup data

Sonic Oracle JDBC DB2 Sybase SQL Server OEP

Oracle BAM

BAM Data and Metadata

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

In addition to using the Enterprise Integration Framework for real-time data streaming, Oracle BAM can read data directly from tables in online transaction processing (OLTP) databases and data warehouses. Data from external data sources is not refreshed in real time, nor persisted in Oracle BAM; rather, it is pull-based. You learn more about external data sources later in this lesson. Note: Not all databases and versions are supported. Check with Oracle Support to determine whether data from your database and version can be read using external data sources.

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ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

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External Data Sources

Which of the following are members of the Enterprise Integration Framework? (Choose all that apply.) a. JMS connector b BAM Adapter b. c. Web services d. Oracle Data Integrator e. External data sources

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Answer: a, b, c, d

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Quiz

Which members of the Enterprise Integration Framework provide real-time data streaming? (Choose all that apply.) a. JMS connector b BAM adapter b. c. Web services d. Oracle Data Integrator e. None of the above

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Answer: a, b, c, d

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Quiz

Which member of the Enterprise Integration Framework is wellsuited for rigorous data transformations of the message payload? a. JMS connector b. BAM adapter c. Web services d. Oracle Data Integrator e. None of the above

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Answer: d You can also use Oracle BPEL, either alone or in combination with either Advanced Queuing (AQ) or JMS. JMS

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Quiz

Which of the following are pull-based rather than push-based? (Choose all that apply.) a. JMS connector b BAM adapter b. c. Web services d. Oracle Data Integrator e. External data sources

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Answer: e

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Quiz

• •

Overview Using the Enterprise Integration Framework – – – –

•

JMS connector BAM adapter Web services Oracle Data Integrator

Integrating external data sources

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Lesson Agenda

JMS 1.1 MS MQ IBM MQ TIBCO Oracle AQ Sonic

Enterprise Integration Framework

…and use BAM Architect to define an EMS.

BAM Server

JMS Connector BAM Adapter Web Services

Active Data Cache

ODI

In the EMS,, specify: p y • Connection details • Data object operation (insert, upsert, update, or delete) • Source-to-data-object field mapping • Data transformations (if any) Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Enterprise message sources provide real-time information that flows through the enterprise to the Active Data Cache (ADC). Each EMS connects to a specific JMS topic or queue and the information is delivered into a designated data object in the ADC. You can then use these data objects when designing dashboards in BAM Active Studio, and end users can view their content in BAM Active Viewer. In the slide, the white box in the ADC represents a sample BAM data object. The pink box represents an external message source that maps fields in the JMS source to fields in the data object and might include data transformations from the JMS source to the data object. Oracle BAM natively supports JMS data sourcing from both JMS queues and JMS topics. You use the th Enterprise E t i Message M Sources S page in i BAM A Architect hit t tto configure fi EMS d definitions. fi iti Oracle BAM can then listen to JMS queues and topics and map data from any tag or attribute directly into an Oracle BAM data object. The following JMS providers are supported: • Messaging for Oracle WebLogic Server • Non-Oracle certified JMS providers: W bS h MQ 6 6.0 0 - IBM WebSphere - TIBCO JMS - Apache ActiveMQ Oracle BAM 11g: Build Real-Time Dashboards 4 - 15

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…configure a JMS resource in the WebLogic Server Console…

To access this table…

JMS B Bus

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Using Enterprise Message Sources

The following message types are supported: • Map message • Text message with Extensible Markup Language (XML) payload

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The foreign JMS capability of WebLogic Server can be leveraged with BAM EMS as well. You learn more about foreign JNDI Providers later in this lesson.

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1. In Oracle BAM Architect, select Enterprise Message Sources. 2. Click Create. 3 Enter appropriate values (name, 3. (name JNDI service provider, provider connection factory, topic or queue name, JMS message type, operation, and so on). 4. If the JMS Message Type is TextMessage, configure XML formatting: A. Preprocessing A B. Message specification C. Column value

5. Map the source fields to the data object fields. 6. Click Save. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

This slide lists the steps to perform in order to define an enterprise message source in BAM Architect. The next few slides show sample screenshots.

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Defining an Enterprise Message Source

Connection Details

Message Type

Data object and operation to perform on it

Best practice: Define only one EMS for each JMS topic or queue, and define only one EMS per data object. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Before defining an EMS, you must be familiar with the third-party application providing the messages so that you can specify the message source connection details in Oracle BAM Architect. Furthermore, note that the JMS server (where you host queues and topics) can be configured on a different system than that which hosts Oracle BAM Server. For Oracle Advanced Queuing (AQ), it is acceptable to host on the same server as Oracle BAM because the database hosts the JMS server, but for other cases, it is recommended to host the JMS server on another system. To avoid possible conflicts and ensure serial processing of the events that affect a given data object, ensure that you define only one EMS for each JMS topic or queue and only one EMS per data d t object. bj t

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Defining an EMS: Connection Details and Basic Information

Data Transformation (Optional)

Available for text messages

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

If (and only if) the JMS type is TextMessage, configure appropriate parameters in the XML Formatting sections. The following XML formatting options are supported for text message transformation: • Pre-Processing • Message Specification • Column Value Column values can be provided either as elements or attributes in the XML payload. Message specification helps with message identification and routing. Source value formatting i used is d ffor d date-time t ti specification. ifi ti You Y have h to t convertt the th d date-time t ti field fi ld to t a BAMBAM supported format.

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Defining an EMS: Formatting Text Messages

Data Object Source Table

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When you define an EMS, you specify all the fields in the messages to be received. Some messaging systems have a variable number of user-defined fields, whereas other systems have a fixed number of fields. For any string type field, you can apply formatting to that field to break apart the contents of the field into separate, individual fields. This is useful for messaging systems where you cannot create user-defined fields and the entire message body is received as one large field. The formatting specifications allow you to specify the path to a location in the XML tree and then extract the attributes or tags as fields.

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Defining an EMS: Mapping Fields

•

Hierarchical data or XML that contains data at multiple levels – XSL is needed to flatten the received nested XML into a single record with repeating fields.

•

Message queues that contain messages of multiple types in a single queue – Active Data Cache requires that all records from the Message Receiver come from a single schema. – You can define EMS output as a superset of the message schemas that are received. —

An XSL transformation can identify each message type and map it to the superset schema as appropriate.

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The Advanced formatting options allow an EMS to contain a user-supplied Extensible Stylesheet Language Transformation (XSLT) for each formatted field in the message. You can use XSLT for the following types of input: • Hierarchical data: The data flow does not handle hierarchical data. The XSLT can flatten the received XML into a single record with repeating fields. • XML that does not express hierarchical data but contains needed data at multiple levels in the XML: EMS formatting can read only from one level with the XML. An XSL transformation can identify the data needed at various levels in the input XML and output it all in new XML that contains all the data combined at one level. • Message M queues th thatt contain t i messages off multiple lti l types t in i a single i l queue: The Th data flow requires that all records from the Message Receiver come from the same schema. The EMS output can be defined as a combined superset of the message schemas that are received, and the XSL transformation can identify each message type and map it to the superset schema as appropriate.

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When to Use Advanced XML Formatting (XSLT)

Insert transformation code.

Insert sample XML to transform.

View resulting transformation.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

To specify an XSL transformation, perform the following tasks: 1. In the EMS that you are defining or editing, select the Pre-Processing check box in the XML Formatting o att g sect section. o 2. Click “Advanced formatting options.” The Advanced Formatting dialog box opens. 3. In the first section, enter or paste the XSL markup for the XML transformation. It is a good idea to use a separate editor to compose the XSL markup, and then copy and paste the code in this section of the dialog box. 4. Optionally, click “Verify transformation syntax” to validate the XSL syntax. 5. In the “Sample p XML to transform” field,, enter sample p XML against g which to test the transformation. The sample XML is not saved in this dialog box and will not be displayed if you close and open this dialog box. 6. Click “Test transformation on sample XML” to test your transformation. The results are displayed in the section at the bottom. If any errors are found in the XSL syntax, in the sample XML syntax, or during the transformation, the errors are displayed instead of the results in the section at the bottom.

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Adding and Testing XSL Transformations

1. Identify the JMS and JNDI JAR files of the foreign provider and place them in the DOMAIN_HOME_lib directory. 2. Create a foreign server using the Oracle WebLogic Server Administration Console. 3. Create JMS connection factories and destinations for the foreign provider. 4. Configure an EMS definition in Oracle BAM Architect.

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Oracle WebLogic Server provides support for integrating non-Oracle WebLogic Server (foreign) JMS providers with applications deployed in it, such as Oracle BAM. Foreign JMS providers have their own JMS client and Java Naming and Directory Interface (JNDI) client APIs. You must perform some configuration to identify these dependencies and make these APIs available on Oracle WebLogic Server so that an application deployed in Oracle WebLogic Server can look up the JMS resources hosted on a remote provider. The high-level configuration steps are as follows: 1. Make the JMS library and the JNDI client library of the foreign provider available to applications deployed in Oracle WebLogic Server. Identify the JMS and JNDI client Java Archive (JAR) files of the foreign provider and place them in the DOMAIN_HOME/lib DOMAIN HOME/lib directory. 2. Create a foreign server using the Oracle WebLogic Server Administration Console: In the Oracle WebLogic Server Administration Console, navigate to JMS Modules and create a module. After the module is created, select it, and in the “Summary of Resources” table, click New and select Foreign Server. Go through the wizard to create a foreign server. After the foreign server is created, select it and enter appropriate JNDI properties for the remote provider.

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Integrating Data from Foreign Data Providers

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3. Create JMS resources (connection factories and destinations) for the foreign provider: In the Foreign Server link, click the Destinations tab and create links for Remote ConnectionFactory and Remote Destination (Queue/Topic). 4. Configure g an EMS definition in Oracle BAM Architect to consume messages g from foreign g destinations. Use the local JNDI names for the destinations that you defined in the previous step. The whole process of accessing the JMS resources hosted on foreign providers is transparent to Oracle BAM Server. After the previous steps have been followed correctly, remote destinations from foreign JMS providers are published on the local WebLogic Server JNDI tree so that the applications deployed on the server (such as Oracle BAM EMS) can look them up up, just like any other collocated Oracle WebLogic Server JMS resource. Oracle WebLogic Server takes care of communicating with the appropriate foreign JMS provider at run time.

Which tool do you use to define a JMS resource? a. BAM Active Viewer b. BAM Active Studio c BAM Architect c. d. BAM Administrator e. WebLogic Server Administration Console f. Enterprise Manager Fusion Middleware Control g. None of the above g

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Answer: e

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Quiz

When you define an EMS, you must map source to data object fields, but you cannot specify data transformations from one to the other. a. True b. False

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Answer: b

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Quiz

•

•

Know in advance the third-party application providing the messages so that you can specify the appropriate connection details in BAM Architect. When defining an EMS, specify all the fields in the messages to be received received. – Some systems have a variable number of user-defined fields; others have a fixed set.

• •

Use XSLT formatting to break apart the contents into separate, individual fields. Ensure that multiple EMS sources cannot write to the same data object row simultaneously. – One EMS per JMS topic or queue; one EMS per data object

•

Host the JMS server on a separate system from BAM. – Exception: Oracle Advanced Queuing, in which the database hosts the JMS server Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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Best Practices (Enterprise Message Sources)

This practice covers the following topics: • Creating an enterprise message source in Oracle BAM • Running a JMS client that populates a data object and updates a dashboard

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Practice 4-1 Overview: Creating and Using Enterprise Message Sources

• •

Overview Using the Enterprise Integration Framework – – – –

•

JMS connector BAM adapter Web services Oracle Data Integrator

Integrating external data sources

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Lesson Agenda

IBM MQ TIBCO Oracle AQ Sonic

Enterprise Integration Framework JMS Connector BAM Adapter Web Services

ODI

• • • • •

Oracle JDBC DB2 Sybase SQL Server

•

Push-based Used by Java EE applications Fastest option; most tightly coupled Used for BPEL and BPM Supports inserts, updates, p upserts, p and deletes Does not offer guaranteed messaging

OEP

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

As mentioned earlier in this lesson, Oracle BAM offers a JCA-compliant adapter named Oracle BAM Adapter. Java EE applications can use Oracle BAM Adapter to send data to Oracle BAM Server. This is the fastest and most tightly coupled option for streaming data into Oracle BAM Server. Oracle BAM Adapter supports the following operations on BAM data objects: inserts, updates, upserts, and deletes. Messaging is not guaranteed, however, as all batches are stored in virtual memory. If you require guaranteed messaging, use the JMS Connector.

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MS MQ

JMS Bus

ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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BAM Adapter (Review)

Same farm?

Oracle SOA Suite Data Source

RMI

SOAP Oracle BAM

Firewall?

Configure BAM Adapter by using the Oracle WebLogic Server Administration Console.

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle BAM Adapter is the mechanism by which Oracle BPEL Process Manager, the BPM Process Manager, and the other components in Oracle SOA Suite in Fusion Middleware interact with Oracle BAM Server. Oracle BAM Adapter can communicate with Oracle BAM Server in the following ways: • If the SOA composite application and the Oracle BAM Server are deployed in the same farm: Remote Method Invocation (RMI) calls • If there is a firewall between them: Simple Object Access Protocol (SOAP) Use the Oracle WebLogic Server Administration Console to configure the appropriate connection pool. You learn more about the Oracle WebLogic Server Administration Console in the lesson titled “Oracle “O BAM Administration.”

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Oracle SOA Suite: Two Ways for BAM Adapter to Communicate with Oracle BAM Server

IBM MQ TIBCO Oracle AQ Oracle DB2 Sybase SQL Server

JMS Connector BAM Adapter

• • •

Web Services

ODI

•

Sonic JDBC

Enterprise Integration Framework

Push-based Enables interaction from remote client Best for non-Java clients or remote clients that can access Oracle BAM only over the web Does not offer guaranteed d messaging i

OEP

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Recall that Oracle BAM offers a web services API to interact directly with Oracle BAM data objects from a remote client. This option is best for non-Java clients, or remote clients that can access Oracle BAM Server only over the web. Oracle BAM web services does not offer guaranteed messaging. Oracle BAM web services allow you to build applications that publish data to Oracle BAM for use in real-time charts and dashboards. Any client that can interact with standard web services can use these APIs to publish data to Oracle BAM. Oracle BAM web services interfaces allow integration of Oracle BAM with other components, such as Oracle BPEL Process Manager and ESB, and they facilitate SOA application development.

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MS MQ

JMS Bus

ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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Web Services (Review)

Oracle BAM provides the following web services: • DataObjectDefinition • DataObjectOperationsByName • DataObjectOperationsByID • DataObjectOperations10131 • ManualRuleFire • ICommand web services

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The data objects in Oracle BAM Server are available using Oracle BAM web services. Several other meta-objects are available using the ICommand web service. External web services can also be called by an Oracle BAM alert rule. Oracle BAM provides the following static untyped web service APIs: • DataObjectDefinition performs operations to get, create, delete, and update definitions of data objects. • DataObjectOperationsByName allows developers to interact with data objects by their display names (for example, Call Center). • DataObjectOperationsByID allows developers to interact with data objects by their ID (f (for example, l _Call_Center). C ll C t ) • DataObjectOperations10131 allows clients developed for Oracle BAM 10.1.3.x servers to make web service calls to DataObjectOperations on Oracle BAM 11g servers. • ManualRuleFire is used by other Oracle BAM services to launch rules created in Oracle BAM Active Studio. • ICommand is a DOS command-line utility that provides a set of commands that perform various operations on items in Oracle BAM Server. The ICommand web service exposes all the ICommand functionality through a web service. These services can be discovered within an Oracle BAM Server using a Web Services Inspection Language (WSIL) interface. Oracle BAM 11g: Build Real-Time Dashboards 4 - 33

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Using Web Services with Oracle BAM

JMS Bus

MS MQ IBM MQ TIBCO Oracle AQ Sonic

Enterprise Integration Framework JMS Connector

• • •

BAM Adapter Web Services

•

ODI

•

Oracle JDBC DB2 Sybase SQL Server

Push-based E-LT tool Can extract from and bulk load data into many types of sources Can perform rigorous data transformations Recommended for database sources

OEP

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As mentioned previously, Oracle Data Integrator (ODI) is the “Extract, then Load and Transform” (E-LT) tool that is used with Oracle BAM to perform data transformations. ODI can be used with Oracle BAM to extract data from many types of sources, bulk load the data into many types of targets, and perform rigorous data transformations on the target. However, ODI is best used for database sources. ODI is highly performant and is ideal for bulk updates to get data from or to database tables or data warehouses.

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ODI BAM Adapter Web Service BPM/BPEL/OSB B2B Oracle E-Business Enterprise Manager JMS 1.1

Database

Da ata Sources

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Oracle Data Integrator (Review)

ODI BAM Adapter Web Service

1. Extract

BAM Server 2. Load and Transform

JMS Bus

MS MQ

BAM can be source, target, or source and target.

IBM MQ TIBCO Oracle AQ

Active Data Cache

Sonic Oracle JDBC DB2 Sybase SQL Server

Filter, sort, aggregate, join, cleanse, calculate, validate, and so on.

OEP Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Oracle Data Integrator enables companies to move data from multiple sources, reformat and cleanse the data, and load it into another database or into a data warehouse for analysis or to support a business process. Using ODI, you can generate data flows and manage their complexity. With a few configuration steps, you can enable Oracle BAM to integrate with ODI. • Extract First, ODI extracts the data. The data can come from more than one source, and each source may store its data in a different format. The sources are usually flat files or relational database managements systems (RDBMS), but almost any data storage can be used as a source for f an E-LT process, including Oracle O BAM data objects. •

Load and Transform After ODI extracts the data, it loads the data into the target, which may be a database, a data warehouse, or an Oracle BAM data object. It then transforms the data according to a set of business rules. The data transformation can include filtering, sorting, aggregating, joining, cleaning data, generating calculated data based on existing values, validating data data, and other transformations transformations.

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B2B Oracle E-Business E t Enterprise i M Manager JMS 1.1

Database

Datta Sources

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Using Oracle Data Integrator (ODI) to Extract, Load and Transform Load,

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The slide shows an example in which the source data is outside of Oracle BAM. After the transformation, the data is loaded into a BAM data object. The data flow can go in the other direction. That is, a BAM data object can be the source rather than the target. ODI can also read from one BAM data object, transform the data, and load into another BAM data object.

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Knowledge modules are code templates that contain a sequence of commands for specific scenarios. • CKM Get Oracle BAM Metadata • IKM SQL to Oracle BAM (delete) • IKM SQL to Oracle BAM (insert) • IKM SQL to Oracle BAM (looksert natural) • IKM SQL to Oracle BAM (looksert surrogate) • IKM SQL to Oracle BAM (update) • IKM SQL to Oracle BAM (upsert) • LKM Get Source Metadata • LKM Oracle BAM to SQL • RKM Oracle BAM Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Knowledge modules are generic code templates containing the sequence of commands necessary for a data integration pattern. A knowledge module contains the information that Oracle Data Integrator requires to perform a specific set of tasks against a specific storage technology. It defines methods related to a given storage technology, and it enables process generation for that technology. There are different knowledge modules for loading (from the source data store), integration (to the target data store), checking, reverse-engineering, journalizing, and creating services. They all work by generating code to be executed at run time by a knowledge module interpreter. Oracle O l Data D t IIntegrator t t h has a sett off kknowledge l d modules d l specific ifi tto O Oracle l BAM BAM, and d th these are listed in the slide. These knowledge modules enable Oracle Data Integrator to read and write data in various ways, including Change Data Capture, and to perform all the operations on Oracle BAM Server. The Oracle BAM–specific knowledge modules are installed in the ODI_HOME/oracledi/impexp directory when the integration files are installed. To use g modules, yyou must import them into the appropriate projects j in the Oracle these knowledge Data Integrator Designer application.

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BAM Knowledge Modules

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Note: Knowledge modules are independent of the structure of the source and target data stores. The same knowledge module can be used no matter which source table you have, or how many source tables you have. In a similar fashion, all target tables can use the same knowledge module.

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LKM Oracle BAM to SQL

In this example, BAM is both the source and the target.

1. Extract 2. Load and Transform

BAM Server

Active Data Cache

IKM SQL to BAM (upsert)

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

This slide shows an example of using ODI to manipulate Oracle BAM data. Assume that you want to display aggregated data on power usage in a BAM dashboard. You have a BAM data object named SmartMeter that receives real-time power usage data, and you want to store aggregate data by substation in a separate data object named Aggregate rather than using a calculated field in the SmartMeter data object. You then want to base a BAM dashboard view on the Aggregate data object. How can you populate the Aggregate data object? One way is to use ODI to extract the data from SmartMeter periodically, aggregate the data on the Oracle BAM server, and load the aggregated data into the Aggregate data object. Y use the You th “LKM O Oracle l BAM to t SQL” knowledge k l d module d l to t extract t t the th data, d t and d you use the “IKM SQL to BAM (upsert)” knowledge module to load the aggregate data.

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Using ODI to Manipulate Oracle BAM Data: Sample

1. Install ODI, and integrate it with Oracle BAM. – Create the master repository and the work repository. – Create the source and target connections.

2. 2 3. 4. 5. 6. 7. 8. 9.

Create a new project in ODI ODI. Define the reverse-engineering strategy. Create an interface specifying the source and target. Map the fields from the source to the target, specifying the key and the transformations to perform. Select the appropriate knowledge modules. Create a physical agent and corresponding logical agent. Create a package, a scenario, and a scheduler or alert. Ensure that the agent is running. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

1. Install ODI. Then, integrate it with Oracle BAM either by using a configuration script (typically, when ODI and Oracle BAM are deployed on the same system or the same network file system), or manually, by configuring the properties and copying the required files to the ODI directories. The latter method is typically used if you are unable to map the ODI_HOME drive from the system where Oracle BAM is installed, for example, if ODI and Oracle BAM are installed on a different network or file system. As part of the initial repository administration tasks, perform the following steps: - Create the master repository. This consists of creating the tables and automatic importing of definitions. - Create the work repository repository. This is required when designing new transformations with ODI designer. - Create the source and target connections. 2. Create a new project in ODI Integrator. 3. Define the reverse-engineering strategy that ODI will follow. This includes selecting a knowledge module and setting up other parameters. You must be able to see the Oracle BAM schema in ODI before you can perform any operations on a particular Oracle BAM data object. To accomplish this, the Oracle BAM schema (that is, all the data objects in Oracle BAM) must be reverse-engineered using the RKM Oracle BAM knowledge module. Oracle BAM 11g: Build Real-Time Dashboards 4 - 40

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Setting Up Oracle BAM and ODI Files

ODI data objects: When you integrate ODI with Oracle BAM, three data objects are created in Oracle BAM Architect: Context, Scenarios, and Variables in the /System/ODI/ folder. Do not delete or change the configuration of these data objects.

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4. Create an interface specifying the source and target. 5. Map the source and target fields, specifying the key and what transformations you want ODI to perform. 6 Select knowledge modules 6. modules. 7. Create a physical agent and corresponding logical agent in the Topology Manager. 8. Create a package for the interface that you created in an earlier step, generate a scenario in Designer, and either create a scheduler using the scenario and the physical agent or configure a Oracle BAM alert to run the scenario. 9. Ensure that the agent is running. Your scenario will now run as scheduled, or triggered by the BAM alert.

Benefits: • Very efficient for bulk updates • Ships with BAM knowledge modules for ease in implementing • Enables you to create packages that run on a schedule Usage: • Loading data that could not be transformed easily using other methods – Filtered, aggregated, cleansed, reformatted, validated, and so on

•

Extracting from and loading data to multiple sources and multiple types of sources

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ODI with Oracle BAM: Benefits and Usage

A ___________ ___________ contains the information that Oracle Data Integrator requires to perform a specific set of tasks against a specific storage technology. a. knowledge g module b. data object c. logical agent d. BAM adapter e. None of the above

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Answer: a

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Quiz

• • •

Overview Using the Enterprise Integration Framework Integrating external data sources

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Lesson Agenda

Oracle JDBC DB2 Sybase SQL Server

OLTP and Data Warehouses

Enterprise Integration Framework

• •

JMS Connector BAM Adapter Web Services

ODI

• • •

Oracle BAM

BAM Data and Metadata

Pull-based Data queried when you refresh a view based on the external data object External data changes not automatically detected Data not persisted to BAM database Typically used for static lookup data

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

In addition to real-time data streaming, Oracle BAM can read data directly from tables in OLTP databases and data warehouses. In the case of external data sources, the Enterprise Integration Framework is not used. The connections to these databases are called external data source (EDS) definitions, and they typically are used for reference data that does not change very much (for example, static lookup data). Data from external data sources is not refreshed in real time; rather, it is pull-based. Data is loaded into the BAM ADC when it is needed by a view in BAM Architect, BAM Active Studio, or BAM Active Viewer. Changes to the external data are not automatically detected, and the d t pulled data ll d iinto t th the ADC iis nott persisted i t d iin th the BAM d database. t b S Sample l requests t th thatt ttrigger i external data source data queries include viewing a data object or its contents, reprompting a dashboard, refreshing a dashboard using a timer, and refreshing an action button. In contrast, data sent to Oracle BAM via the Enterprise Integration Framework is push-based, changes are immediately detected, and the data pushed into the ADC is persisted in the BAM database. Note: Not all databases and versions are supported supported. Check with Oracle Support to determine whether data from your database and version can be read using external data sources.

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External Data Sources

To access reference data in these databases…

BAM Server EXT EXT EXT

OLTP and Data Warehouses

Active D Data Cache

…use BAM Architect to: • define an external data source for each database • define external data objects based on each external data source

After defining the external data source and external data object: • Use BAM Active Studio to define dashboards based on the external data object. • Use BAM Active Viewer to view the BAM dashboards. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

You use BAM Architect to define external data sources, which specify the connection information to an external database. Define one external data source for each database you want to access. After defining an external data source, you use BAM Architect to create a data object based on that external data source, mapping fields from one to the other. You can then use that external data object in alerts, dashboards, and ADF pages—just as you would use any other BAM data object.

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Integrating External Data Sources

1

2

3

Provide connection details to a specific database. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

To create an external data source, select External Data Sources from the list in the upper left, and click Create. Specify connection information, and click the Create button. Note that you cannot use data source names (DSNs), and passwords are entered in clear text. Oracle Data Integrator: If you install the integration files for Oracle Data Integrator (ODI), two EDS definitions are automatically created in Oracle BAM Architect. Do not delete these EDS definitions, and do not modify their configuration unless you are updating your Oracle Data Integrator host.

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Creating an External Data Source

EXT

Select the external data source. S l t Select External Data Object.

Select the table.

Add fields.

Specify external data source, table, and fields. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Recall that creating an external data object is similar to creating a regular (internal) data object, but there are a few additional steps. You must select the External Data Object option, select the external data source, and select the table to use. Then, add fields from the source table either one at a time or all at once. You can rename fields in the data object, but you cannot add fields that are not in the source table.

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Creating an External Data Object

BAM Server EXT EXT EXT

OLTP and Data Warehouses

• • •

Active D Data Cache

Use for reference data that does not change frequently, or to simulate a view into a large database table. Create one EDS for each external database. You cannot edit the data in external data objects. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

External data sources are usually used for static data or specific columns of data from a table that is too large to bring into the Oracle BAM Active Data Cache (ADC). Create one EDS for each external database that you want to use. Multiple external data objects can use a single EDS. EDS definitions can be exported and imported using ICommand, but you cannot import or edit the contents of external data objects. The contents come from the external database.

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External Data Sources Usage Notes

When you set up an external data source, changes in the base table are immediately reflected in the BAM Active Data Cache. a. True b False b.

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Answer: b

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Quiz

You need to define one external data source for each external database table that you want to access. a. True b False b.

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Answer: b

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Quiz

•

Avoid designing data objects and dashboards that result in loading a large amount of data into the ADC. – Instead of basing external data objects on large tables, refer to static lookup data or to aggregate views.

•

Ensure multiple enterprise data sources cannot write to the same data object row simultaneously. – For each external database, define only one EDS.

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Best Practices (Enterprise Data Sources)

CUSTOMERS table in hr schema

mySampleDataObject

Assume: • mySampleDataObject actively loads order information. • You want to create a dashboard that provides access to customer first and last names upon demand. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The class setup includes a database schema called hr that contains a table called CUSTOMERS. As its name suggests, the CUSTOMERS table contains detailed information about customers—for example, their names, addresses, phone numbers, and email addresses. The primary key is CUSTOMER_ID, which has a data type of NUMBER with a precision of 6 and a scale of 0. Assume that the mySampleDataObject data object that you created in an earlier practice actively loads order information, and that there are dashboards based on that data object. Some of your dashboards offer the possibility of viewing the customer first and last names based on customer ID. Customer first and last names do not change frequently. H How would ld you d design i mySampleDataObject S l D t Obj t and d associated i t d artifacts tif t iin th the BAM A Active ti D Data t Cache to meet requirements and optimize performance?

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Practice 4-2: Scenario

hr

ORCL_hr

Specify external data source, table, and fields.

Customers_ext Data Object

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A possible solution: 1. Create an external data source that accesses tables in the hr schema. 2 Create an external data object based on the CUSTOMERS table 2. table, and specify which fields to include.

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Practice 4-2: Solution (Part 1)

Customers_ext Data Object

Sample lookup column Match columns must have the same data type and scale.

mySampleDataObject

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3. Ensure that the match fields in mySampleDataObject and the Customers_ext external data object have the same data type and scale. 4. Add dd ttwo o lookup oo up fields e ds to mySampleDataObject ySa p e ataObject tthat at read ead data from o tthe ee external te a data object. 5. Optional: Add an index to the match field in mySampleDataObject. (It is not possible to add an index to external data objects.

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Practice 4-2: Solution (Part 2)

This practice covers the following topics: • Defining an external data source in Oracle BAM • Creating an external data object based on the external data source • Adding two lookup fields to a data object • Optional: Adding an index to a data object

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Practice 4-2 Overview: Creating and Using External Data Sources

In this lesson, you should have learned how to: • List the types of data sources that can send data to Oracle BAM • Describe how to integrate data from those data sources into Oracle BAM • Configure enterprise message sources • Define and use external data sources

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Summary

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C Creating ti Si Simple l Dashboards D hb d

After completing this lesson, you should be able to: • Describe the different view types available in Oracle BAM, and explain when they should be used • Create, Create edit edit, save save, share share, and view dashboards

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Objectives

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• – Views

• – Tools Configuring dashboards

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Lesson Agenda

Overview

Views

Oracle BAM dashboards consist of views that display business activity data that is continually sent to BAM.

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The dashboards that you create in Oracle BAM provide the visual interface to the business activity data that is being monitored. Without these dashboards, the raw data would be difficult to process and understand. A variety of view types are available that enable you to create robust dashboards, which provide high quality, timely data in an easy-to-interpret fashion. This lesson discusses the dashboard creation process as well as the maintenance and viewing of dashboards. The creation of a simple dashboard is covered. More complex dashboards and options will be covered in the lessons that follow. Note: The terms “dashboard” and “report” are used interchangeably in this course.

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Oracle BAM Dashboards

Partial list of features: • Views • Filters • Drilling • Views driving other views • Action Buttons • Alerts

Discussed in this lesson

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Here is a partial list of Oracle BAM dashboard features. In this lesson, you learn about the first of these. Filters are covered in the lesson titled “Filters, Parameters, and Prompts.” Drilling and driving are discussed in the lesson titled “Configuring Drilling and Driving,” and Action Buttons are covered in the lesson titled “Defining Action Buttons.” Alerts are discussed in the lesson titled “Creating Alerts.”

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Features

Many view types are available in Oracle BAM: • Chart views (15) • List views (5) • Crosstab views (3) • Key Performance Indicator views (4) • Utility views (6) • Excel spreadsheet view (1) • Columnar view (1) ( ) • Action Form view (1) • External Content view (1)

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Oracle BAM offers many view types to present your data in a BAM dashboard. For example, there are fifteen types of chart views, including bar, line, area, combo, and pie charts in both two-dimension two dimension and three-dimension three dimension formats. Five List views are available: • Streaming List • Updating List • Updating Ordered List • Collapsed List • Action A i List Li

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Oracle BAM View Types

3D Bar Chart

3D Stacked Bar Chart

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The Bar Chart views show vertical columns to represent summarized values. They are available in both 2D and 3D styles. The slide shows a sample 3D Bar Chart and 3D Stacked Bar Chart. Because bar charts present summarized information, they work best with numeric values. When creating Chart views, including bar, stacked bar, line, area, combo, and pie charts, the key properties that must be entered or adjusted are: • The data object and the fields from that data object that you want to include in the view • One or more fields to group data by • A summary function from the Summary Functions list Bar charts have properties to control such things as the following: • The color of the bars • The axis minimum and maximum values, as well as major and minor increments • Various display elements such as axis labels, chart title, group labels, and data labels • The option to display a legend The Stacked Bar Chart view is similar to a Bar Chart in that it has columns of data grouped by a value with the added benefit of breaking down the column data into stacked sets of values.

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Sample Bar Chart Views

Pie Chart

3D Pie Chart

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The Pie Chart view displays values in segments of a circle. It is available in both 2D and 3D styles. Because Pie Charts present summarized information, they work best with numeric values. Pie Charts have properties to control such things as the following: • The color of the pie segments • Various display elements such as chart title, group labels, and data labels • The option to display a legend • The option to allow the end user to explode the slices of the pie so that they appear separated from each other

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Pie Chart Views

Streaming List

A new row appears at the top.

Updating List

Rows are updated in place.

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The Streaming List view displays rows of data, with new rows appearing at the top of the list when active data arrives. Updates to displayed rows do not occur until the dashboard is refreshed. Therefore, this view type is best for when you want to see new entries more readily and are not as concerned with updates to existing data. In contrast, the Updating List view displays rows of data that are updated in place when active data is changed. New rows do not appear until the dashboard is refreshed. This view type is best when you want to see updates to existing data more readily and are not as concerned with new rows of data. When creating List views, the key properties that must be entered or adjusted are: • The data object and the fields from that data object that you want to include in the view. Use the check boxes to select the fields that you want. If it is a Collapsed List, you must also select a field to summarize and select the summary function from the list. The list will be grouped by the summarized field. • The order of the fields to be displayed. Select each field and use the arrow keys to arrange the fields in the order in which you want to present them (left to right) in the list.

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Streaming List and Updating List Views

Updating Ordered List

Collapsed List

Updates in place, preserving the order

Sum recalculated when updates occur

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The Updating Ordered List displays records in a sorted list. A sort must be specified to provide the sorting information. To maintain the order specified, the position of a row of data may change due to updates to data in that row or inserts of new rows. The Collapsed List displays rows of data that are grouped by a field. When creating a view of this type, select a field to summarize, as well as a summary function to use. This is done on the Fields tab within the Edit pane. Adjust the sorting properties on the Sort tab if desired. Click a field in the Report Fields list and use the arrow to move the field to the Sorted Fields list. You can select more than one field to move multiple fields at the same time. If ordering on more than one field, use the up or down arrows to adjust the order in which the fields appear in the Sorted Fields list to reflect the order hierarchy you want. want As data updates occur, occur the data changes in the appropriate row and the summarized field is also recalculated.

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Updating Ordered List and Collapsed List Views

Fields can be made editable.

Interactive Check Boxes

Use the Submit button to save changes to editable fields.

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By default, the Action List displays a column of check boxes on the left so that you can select rows of data. • You ou ca can d display sp ay a co column u o of opt option o butto buttons s making a g itt poss possible b e to se select ect o only yo one e row o o of data. • You can make the data in any column displayed in the Action List editable, which automatically creates a Submit button in the lower-left corner. • Using the Submit button, you can commit changes to the data object. To make changes to the underlying data displayed in an Action List, you need to create Action Buttons. Action Buttons can appear in any y view, but the Action List view offers the most options in terms of actions. Action Buttons are discussed in the lesson titled “Defining Action Buttons.”

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Action List

Crosstab

Filter, drill down, roll up, and pivot data.

Summary Crosstab

Sort rows.

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The Crosstab is a spreadsheet format that combines rows and columns to display a multidimensional view of values. A Crosstab is summarized vertically and horizontally for columns and rows. The Summary Crosstab is a spreadsheet format that combines rows and columns to display a multidimensional view of values. A Summary Crosstab is summarized horizontally in rows. End users interacting with Crosstab and Summary Crosstab views have the added benefit of being able to filter, drill down, roll up, and pivot data using the headers in the Crosstab view. • Filter column and row headings by clicking the down arrow next to the heading label and using the check box list that appears. • Change the aggregate functions by clicking the buttons on the upper-left corner of the Crosstab view. • Pivot data by dragging a column heading to make it a row heading in the Crosstab view. • Roll up and drill down in headings using the plus sign (+) and minus sign (–) next to that heading. For Summary Crosstab views, you can sort the rows by clicking the sorting icon next to the heading and selecting Ascending, Descending, or None.

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Crosstab and Summary Crosstab Views

If any of the fields shown in the Rows list are date-time fields, you may need to configure time groups. Select one of the following: • Use time series: This displays the data from the first date-time point available to the last in the sequence. • Use time groups: This displays the data grouped into a set of time intervals. For example, if you select Month from the time unit list, all data from January for all years where data is available is grouped into one data point on the chart. Then select a time unit from the list and enter a quantity of the time unit to group by. For example, entering 2 next to the Month time unit displays the groups in two-month increments. Note that as these views are updated in real time, performance is affected by the number of groupings and records. For example, a Crosstab view that groups by five fields will load more slowly than one with only two fields.

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When creating Crosstab views, the key properties that must be entered or adjusted are: • The data object and the fields from that data object that you want to include in the view. Use the check boxes to select the fields that you want. Select at least one field in the Rows list,, Columns list,, and Values list. • The order of the fields to be displayed. Select each field and use the arrow keys to arrange the fields in the order in which you want to present them in the view.

Range Gauge

Dial Gauge

Arrow

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There are four views that are grouped together as Key Performance Indicator (KPI) views: • Range Gauge • Dial Gauge • Arrow • Market Arrow (not shown) What is unique about all four Key Performance Indicator views is that they display only one value at a time. You need to summarize the data appropriately or use a filter to narrow the scope down to one row of data. The Range Gauge indicates the current value in the context of a range designed for the values. It shows red, yellow, and green markings on the gauge to help bring meaning to the position of the dial. The Dial Gauge indicates the current value in a numeric marked gauge. Unlike the Range Gauge, it does not have any color markings. The Arrow view displays a positive or negative KPI. You can display additional fields across from the arrow diagram for more information (for example, sum, average, count, minimum, and maximum). The Market Arrow view displays only the arrow, and the data object selected must have a time stamp. Oracle BAM 11g: Build Real-Time Dashboards 5 - 14

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Key Performance Indicator Views

Assume that you want to display orders as they come in. Orders are updated occasionally, but your focus is on new orders, and you want them to display at the top of the view. What type of list view would you use? a. Streaming List b. Updating List c. Updating Ordered List d. Collapsed List e. Action A ti Li Listt

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Answer: a

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Quiz

What is distinctive about Key Performance Indicator views? (Choose all that apply.) a. They are based on data that is critical to the business. b They focus on performance data b. data. c. They do not accept streaming data. d. They typically display only one value at a time. e. The only aggregate you can use with these views is average.

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Answer: d

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Quiz

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• – Views – Tools

• Configuring dashboards

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Lesson Agenda

Overview

Two BAM tools interact directly with Oracle BAM dashboards: • Active Viewer: For viewing Oracle BAM dashboards; used by end users • Active Studio: For creating and maintaining dashboards

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Two BAM web applications interact directly with Oracle BAM dashboards. • Active Studio: - Create and maintain dashboards. dashboards - Create and maintain alerts. - Organize and manage dashboards. - View and print dashboards. • Active Viewer: - View and print dashboards. - View and print dashboards that have been shared with you by other users. Active Viewer is the tool that end users use to view dashboards to which they have access.

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BAM Active Viewer and BAM Active Studio

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Select Active Viewer on the Oracle BAM Start page. In Active Viewer, click Select Report to display the “Select a Report” dialog box. Navigate to the folder containing the dashboard that you want to view. Select from the following: • My Reports folder (where all dashboards and subfolders that you created are stored) • Shared Reports folder (where all dashboards and subfolders that are considered shared—either by others or by you—are stored) Select the dashboard and click OK. Using the Personalize button, you can set preferences for options such as: • Displaying the Report Loading Indicator • Type of Time Zone adjustment you want for viewing dashboards • Printing options • Alert settings Note: The local time zone of the web browser that is calculated by Oracle BAM is not always correct. Oracle BAM makes the closest approximation of the time zone based on a time zone offset If this is not accurate, offset. accurate specify the time zone to use use.

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Using Active Viewer

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Personalized time zone changes do not affect the date and time data in data objects. Time in data objects is always based on the Oracle BAM Server time zone. When trying to create a filter for date-time fields, note that the time entered is in GMT regardless of the user’s personalized time settings.

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Active Viewer Options

Views can be configured to allow you to drill or navigate to other data.

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After the dashboard has been rendered, it is continually updated as live data (active data) comes into Oracle BAM. Active data causes the dashboard to update, and the changed data is highlighted briefly. Click the Print Preview button if you want to print the dashboard. The Reprompt button reopens the dashboard. If the dashboard has surface prompts, you will be prompted to enter or select values, and then the dashboard will reopen with the new prompt information. You can configure views to allow interaction by the end user. This could be simply changing the way the view looks—for example, a pie chart as shown in the slide. The current view is “exploded,” showing the segments of the pie separated by space. End users may click the button in the upper upper-right right corner of the view and select “unite unite all” all to connect the segments of the pie together. You can also configure a view to allow end users to drill or navigate to other data. In the slide, the Orders Accepted view has been set up so that users can choose between the dial view and a list of detailed transactions that support the view. Note: Data coming from an external data source is not refreshed until reprompted.

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Viewing Dashboards

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• • Overview Configuring dashboards

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Lesson Agenda

1

2

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Click Active Studio on the Oracle BAM Start page to open the Active Studio web application.

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Active Studio Home Page

Tabs: • Home: Dashboards that are most recently created, used, or shared with you • My Reports: Dashboards that you own • Shared Reports: Dashboards that you or other users have shared • Alerts: Alerts that you created or that have been assigned to you

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There are four tabs on the BAM Active Studio interface: • The Home tab displays the most recently accessed dashboards, as well as any new dashboards das boa ds tthat at you ccreated eated o or were e e newly e y sshared a ed with t you you. The e Gu Guide de te textt p provides o des tips that may be useful while using Active Studio. • The My Reports tab shows all the dashboards and subfolders that you created. You can create additional dashboards from here, as well as organize your dashboards through the creation and use of subfolders. This tab also includes Guide text, which provides useful tips. • The Shared Reports tab shows dashboards that other users have shared with you, as wellll as any d dashboards hb d you may h have saved d iinto t thi this ffolder ld tto share h with ith others. th U Use this folder to create new dashboards that you want to share. Organize existing shared dashboards by creating subfolders. Any subfolders that you create within the Shared Reports tab are given unlimited permissions by default. However, you can control Create, View, and Delete access for users and groups. Click the Folder Permissions link in the Actions list shown for the Shared Reports tab. The Shared Reports tab also includes Guide text, which provides useful tips. • The Alerts tab displays alerts that you have created or that have been assigned to you by other users. Alerts are covered in the lesson titled “Creating Alerts.”

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Active Studio Interface: Four Tabs

1. Select the layout (tiled or columnar). 2. Select the view type. For each view: – Select data objects – Select data fields – Select formatting options

3. Save the dashboard.

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Creating a BAM dashboard involves three basic steps: 1. Select the layout for your dashboard. This can be either Tiled Report or Columnar Report. epo t 2. For a section of your dashboard, select the type of view to insert. Then, for that view, select the data object that you want the data to come from, select the fields that you want to display, and select other formatting options. 3. Save the dashboard, specifying whether it should be in a shared location or a private location. If the layout y that yyou select has placeholders for multiple views, repeat steps 2 and 3 for each section in the dashboard.

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Steps in Creating a Real-Time Dashboard

Columnar Layout is a continuous report view spanning several pages. Tiled Layout includes layouts for single- and multiple-view reports.

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The first step is to select the layout. Two styles are available: • Tiled: The Tiled Report templates include layouts for both single and multiple view dashboards. das boa ds Se Select ect a layout ayout tthat at matches atc es tthe e number u be a and d layout ayout o of views e s tthat at you want a t to include in the dashboard. • Columnar: The Columnar Report template creates a continuous dashboard view over several pages. This style of dashboard is similar to traditional list reports with rows, columns, grouping, and summary options. A Columnar Report is useful for printing long lists. Note: For dashboards using the Tiled Report layout, if you do not see a layout that reflects the number off views that you want or the exact layout pattern, you can always add or delete views manually using the Insert View and Delete View buttons on the toolbar. You can also resize and move views as necessary using the handles at the corners and sides of each view.

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Selecting the Dashboard Layout

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Here are the view options that you have when you configure a dashboard: Streaming List

Updating List

Updating Ordered List

Collapsed List

Action List

Bar Chart

Line Chart

Area Chart

Combo Chart

Pie Chart

Stacked Bar Chart

R Chart

S Chart

P Chart

3D Bar Chart

3D Line Chart

3D Area Chart

3D Combo Chart

3D Pie Chart

3D Stacked Bar Chart

Columnar

Arrow

Market Arrow

Range Gauge

Dial Gauge

Crosstab

Summary Crosstab

Matrix

Excel

Surface Prompts

External Content

Action Form

Container

Row Group

Colum Group

Tab Group

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Selecting a View: Options

For each view: A. Select data objects. B. Select data fields. C Select formatting options (calculated fields C. fields, filters filters, surface prompts, drilling, dimensions, and so on).

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Creating Views for Your Dashboard

1

2

Choosing data fields for a 3D Bar Chart view

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When you create a view, the first thing that you need to do is select the data object to use as the basis for your view. Then you select the data fields to group by and to display, as well as the summary functions to use. The contents of the Choose Data Fields page depends on the type of view that you are creating.

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Selecting Data Objects and Data Fields

3

Properties for a 3D Bar Chart view

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On the “More Options, or Finish” page, you can click Change View Properties to open the General tab of the Properties window. The next slide goes into more detail.

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Selecting Other Formatting Options

Configuration options are grouped into Data and Properties.

Each view type has unique options.

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Each view has properties that support it and determine how the view will be rendered in the dashboard. These properties are grouped into two categories: • Data: ata Thiss iss where e e you p provide o de tthe e information o at o tthat at identifies de t es tthe e data object tthat at tthe e view is using and the fields related to that data object. All the information in this category relates directly to the data coming from the data object. Here you can create filters, build calculations, enter drilling controls, and determine where surface prompts appear. • Properties: This is where you can adjust properties that are more related to the physical attributes of the view. Here you can enter the title of the view, control the font and value format of the various items in the view, and adjust the alignment of these items, as well as other features related to active data and driving driving. Both Data and Properties windows have many tabs, each containing additional configurable properties. Some properties are common across all view types, and some properties are specific to a particular view type.

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Configuring Views: Data and Properties

Configure the alignment of specific items. Configure the view title.

Adjust the formatting of values.

Adjust the font for specific view items.

Commonly set properties for all view types

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Some properties are common to all view types. Not all properties need to be altered. Some of the more commonly altered properties are: • View e Title t e on o the t e Properties ope t es “General” Ge e a tab tab. This s ttitle t e de defaults au ts to tthe e type o of view e tthat at you are using, such as Bar Chart. If required, change the title to reflect the content of the view or disable it so that no title appears. • Settings on the Properties “Text & Align” tab. You can use the Apply To drop-down list to select the item in the view that you want to adjust. Then click the appropriate alignment from the choices provided. • Settings on the Properties “Value Format” tab. This is where you adjust the formatting of th values the l shown h iin th the view, i such h as controlling t lli th the number b off d decimals i l ffor a number b to be displayed or to get a number to appear as currency. You can use the Apply To drop-down list to select the item in the view that you want to adjust. Then select the format that you want from the Category list. Some categories have other properties that apply to that category, such as the structure that you want to use for a date format. • Settings on the Properties “Font” tab. This is where you make font adjustments to the items in the view. You can use the Apply y To drop-down list to select the item in the view that you want to adjust. You can then adjust the font settings as required.

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Common View Properties

Define the calculation.

•

You can add calculated fields based on other fields in the view. – Including aggregate, string, and date-time functions

•

Calculated fields add overhead when data is inserted. – Define in data objects? Define in the dashboard? Consider the trade-offs. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

You can add calculated fields to views in dashboards. You can create a calculation based on other fields in the view. The calculator includes aggregate functions, string functions, and date-time functions that you combine with existing data fields to create new calculated fields. Calculated fields can be nested; that is, you can create calculated fields based on other existing calculated fields. Aggregated calculated fields for a list view cannot be included in calculations. To add a calculated field, click the Calculation tab in the Edit pane. Enter the formula for the calculation in the white box on the left side of the window. Use the drop-down lists, numeric buttons, and other buttons to build the formula. Click Enter to validate the syntax. You can customize the name of the calculated field by clicking the Rename button button. Click Apply or OK to save your changes. There are two places in Oracle BAM architecture where you can configure calculations: • When defining a calculated field in a data object • When defining a dashboard in BAM Active Studio Calculated fields involve data transformations and therefore incur some overhead. If you configure them in the data object, object then the additional overhead occurs when the data arrives in the ADC. If you configure calculated fields in the dashboard, then the additional overhead occurs when the dashboard is generated. Oracle BAM 11g: Build Real-Time Dashboards 5 - 33

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Adding Calculated Fields to a View

Note: You can insert HTML strings in an expression to add formatting to a Calculated field. For more information about how to do this, see the section titled “Using HTML in Calculations” in the Oracle Fusion Middleware User's Guide for Oracle Business Activity Monitoring and the “Designing Custom HTML Report” technical note, which is available on the Oracle BAM product web page.

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Deciding where to implement a calculation therefore depends on your requirements and environment. Consider the following examples: • If the result of a calculation will be used infrequently or in a single dashboard, configure the calculation in Active Studio when defining g the dashboard. • If the result of the calculation is needed for multiple dashboards, configure the calculation in the data object. • All else being equal, the best practice is to define calculated columns in the data object. The calculation is then done once, when the data is inserted, instead of each time the dashboard is generated.

When designing charts, if you group by a date-time field, you must configure time groups. • Continuous time series: Displays groups for time intervals where no data is available • Use time series: Displays data from the first date-time point available to the last in the sequence • Use time groups: Displays data grouped into a set of time intervals Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

When designing charts, if the field that you select to group by is a date-time field, you need to configure time groups. If no additional groupings are selected, select the “Continuous time series” option to display groups for time intervals where no data is available. This ensures that the x-axis represents a smooth continuous time series. Then select one of the following: • Use time series: This displays the data from the first date-time point available to the last in the sequence. • Use time groups: This displays the data grouped into a set of time intervals. For example, if you select Month from the time unit list, all data from January for all years where data is available is grouped into one data point on the chart. Then select a time unit from f the list and enter a quantity off the time unit to group by. For example, entering 2 next to the Month time unit displays the groups in two-month increments.

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Configuring Time Groups When Grouping by Date Time Fields Date-Time

Use this option to add additional data objects when creating a view.

Use this option to add additional data objects when editing an existing view.

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Charts can also support multiple data objects. To add a second data object, perform one of the following tasks: • When e ccreating eat g tthe e view, e ,o on tthe e “More o e Opt Options, o s, o or Finish” s page, cclick c “Add dd a Data ata Object.” • After the view is created, in the “View Tasks/Options” pane, click Manage Data Objects.

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Including More Than One Data Object in a View

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To save the dashboard, click the Save button, navigate to the folder in which you would like to save the dashboard, enter a unique name for the dashboard (or accept the default), and click OK. Dashboards saved in the Shared Reports folder are available to all users. Note: It you plan to export the objects related to a given project, use similar names for all objects related to the project. Then you can use the ICommand “export –match” parameter to export all of them at once.

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Saving the Dashboard

1

2

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You can edit any dashboard that you own or have been given privileges to administer. You can make changes to formatting options, change view types, add filters, and adjust other view properties. To edit a dashboard, click Edit in the Actions list. After the dashboard has opened in edit mode, select an option from the View Tasks/Options list to perform additional editing: • Edit view: This opens the Edit pane that allows you to access all the views in the Data and Properties dialog boxes. You can also double-click a view to open the Edit pane. • Manage Data Objects: Charts can use multiple data objects. Click Manage Data Objects to add a second data object to a chart view or manage data objects that are already used by the view. • Change Ch view i ttype: This Thi di displays l th the view i ttype selection l ti screen. P Previously i l selected l t d options for the current view are applied to the new view type where possible. When you finish editing the dashboard, save your changes by clicking Save Report or Save Report As in the Actions list.

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Editing Dashboards

Collapse or expand the Edit pane. Move the Edit pane.

If the Edit pane blocks part of the display, you can collapse or move the Edit pane.

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If the Edit pane blocks part of the display, use one of the following buttons: • Collapse Edit Pane: This button minimizes the Edit pane temporarily. Click it again to display d sp ay tthe e Edit d t pane. pa e • Move Edit Pane: This button moves the Edit pane to the upper area of the workspace so that you can view the areas that you were unable to see, without closing the Edit pane. Click this button again to return the Edit pane to its original place.

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Editing the View: Collapsing or Moving the Edit Pane

Click View to display your dashboard, and then select the appropriate action from the list.

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Click View in the Actions list to display and interact with your dashboard. While viewing your dashboard, the following distribution options are available: • Printt Preview: e e Allows o s you to see what at tthe e das dashboard boa d would ou d look oo like e if p printed, ted, a and d then print the dashboard if desired • Email: Allows you to email the dashboard to another user. When emailing the dashboard, you can select “Report link” to display the active dashboard when it is selected, or “Report page” to send a static version of the dashboard. You can also set up an alert to email a dashboard at a specific time or day to a distribution list. • Copy Shortcut: Displays the URL that can be used to access the dashboard in a b browser. C Copy th the URL when h it iis di displayed l d and d you can send d th thatt URL tto other th users. You can copy the URL of a saved dashboard and paste it in another location, such as a web page in a portal site or as a link in an email. The dashboard URL contains the complete dashboard location, so clicking the link opens the dashboard in a browser. The dashboard is displayed in Oracle BAM Active Studio.

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Distributing Dashboards

Select the dashboard.

Select the action.

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To maintain your dashboard, select the dashboard from the list, and then select the appropriate action in the Actions or Organize lists: • Edit: d t To o ed editt tthe e das dashboard boa d • Rename: To change the name of a dashboard • Delete: To remove a dashboard • Copy to: To create a copy of the dashboard in another location • Move to: To move the dashboard to another folder • Create a new folder: To create a new folder to help organize your dashboards

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Maintaining Dashboards

You can define calculated columns in the dashboard or in the data object. It is usually best to define them in the dashboard. a. True b False b.

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Answer: b

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Quiz

• •

Utility views enable you to add organization and functionality to dashboards and groups of views. The Utility views are: – – – – – –

Surface Prompts Container Row Group Column Group Tab Group Dashboard

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Utility views enable you to add organization and functionality to dashboards and groups of views. Use these views to make your dashboards robust, useful, and easy to interpret. Six Utility views are available in Oracle BAM: • Surface Prompts • Container • Row Group • Column Group • Tab Group • Dashboard D hb d

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Utility Views

Surface Prompt

Surface Prompts View

Container View

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Surface prompts enable report users to interact with the dashboard content by entering values or selecting values from a list in order to limit the data that is displayed in one or more views in the dashboard. Use the Surface Prompt view to define a space within the dashboard to display one or more surface prompts. You learn more about surface prompts in the lesson titled “Filters, Parameters, and Prompts.” Each Surface Prompt view has a button that the end user must click to apply the choices made by using the surface prompts. By default, the label for this button is Go. You can change the button text to something else. In the example in the slide, the Go button has been changed to Apply Filter. The C Th Container t i view i enables bl you tto create t views i within ithi a view. i U Use it tto split lit an existing i ti view i into two or more frames. Beyond specifying the layout (frames), there are no properties to adjust for the Container view. You can use the Container view to use one continuous splash graphic behind a group of graphs.

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Surface Prompts and Container Views

Row Group Layout Options

Column Group Layout Options

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Like Container views, Row Group and Column Group views enable you to create views within a view, splitting a view into two or more frames. The Row Group container creates a row of views within the view. You can select a layout with either two or three views, all in a row. The Column Group container creates a column of views within the view. There are three possible layouts for a Column Group view.

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Row Group and Column Group Views

Two (or more) complete dashboards are available via tabs.

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Tab Group views are used to arrange several dashboards within a single, main dashboard. Each dashboard is accessible via tabs at the top of the main dashboard. The dashboards that you add to a Tab Group view must already exist. In the Edit pane, click New for each dashboard that you want to add. For each new tab, specify properties as described here: • Enter the label that you want to be displayed on the tab. • If you want to display a row count from a data object, select the “Display Row Count from a Data Object on Tab Label” check box. • Identify the content for the tab: either an existing dashboard or a URL to a dashboard. If required, you can define prompt or parameter mappings to pass values to the selected d hb d dashboards. • Enter a description for the tab if desired.

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Tab Group View

Optional Toolbar

Two (or more) complete dashboards are available via tabs.

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Dashboard views are also used to arrange several dashboards within a single, main dashboard. You can add single dashboards to a Dashboard view, or you can add a collection of dashboards in the form of a Tab Group dashboard. The dashboards that you add to Dashboard views must already exist. One benefit of using a Dashboard view compared to a Tab Group view is that you can display a toolbar at the top of the dashboard. If there are views that are useful to multiple audiences but every user does not need to see all of the views, you can use either the Tab Group and Dashboard view to accelerate the process of creating custom dashboards for each user. For example, assume you have four views. The regional sales manager needs to see all four views, the district sales manager needs to see two of them, them and the store manager needs to see just one of the views views. To minimize effort effort, you could create four separate dashboards, each containing a single view. Then, using either the Tab Group or Dashboard view, you could create a dashboard for the regional sales manager that includes all four dashboards (each containing a single view). The dashboard for the district sales manager would include just two of the dashboards, and the dashboard for the store manager would include just one.

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Tab Group Versus Dashboard Views

Select the dashboard.

• •

Select the dashboards to include. Specify the view title and formatting.

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To configure a Tab Group view, select Tab Group from the layout options. In the Tab Contents tab of the Edit pane, select the dashboards to include in the view, and use the other tabs to specify the view title and view formatting.

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Configuring a Tab Group View

Select one or more Tab Group p dashboards… …or a single dashboard.

Optionally, p y, select controls to display p y on the toolbar.

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To configure a Dashboard view, select Dashboard from the layout options. In the Dashboard tab of the Edit pane, select either one or more Tab Group dashboards or a single dashboard. Use the other tabs to specify the view title and view formatting. The Dashboard view toolbar can contain the following controls: • Email: Allows the end user to email the dashboard to someone • Print: Allows the end user to print the dashboard • Edit Dashboard: Opens an Active Studio window with the current dashboard in edit mode • Edit Tab Group: Opens an Active Studio window with the current tabbed dashboard from the dashboard in edit mode. This applies only to dashboards that contain a tabbed dashboard. • Edit Contents: Opens an Active Studio window with the current dashboard from the dashboard in edit mode

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Configuring Dashboard Views

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The Action Form view enables you to create an HTML form within a dashboard that can submit information to a data object. When you design an Action Form view, you must first decide what the input the form should have and what action should be taken. Use an HTML editor to create HTML for the form, incorporating all the necessary inputs. The HTML must be self-contained, but it can use cascading style sheets (CSS). The HTML must also be valid XML code, meaning that all tags must be closed and all attributes must have an assignment. Action Form templates are required before creating an Action Form view. After the HTML form has been created, open Oracle BAM Architect and select Data Objects from the functions list. Navigate to the System\Views folder, select the Action Form Templates data object and click Contents Edit the contents and add the template Contents. template, entering html in the type field field. Copy your HTML for the form into the FormInput field, and then click Save. After the template has been created, you can create an Action Form view. In the Edit pane, select the Action Form type (this is the template that you defined earlier). Select the inputs that you want (either fields from a data object, or prompts or parameters in the current dashboard). If you want to populate an input field automatically, you can create an association between that field and a prompt or parameter. Remember to create an Action Button so that th end the d user can submit b it th the d data t in i th the action ti fform tto a d data t object. bj t

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Action Form Views

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Note: This view is useful if you want end users to be able to take action from the dashboard. For example, based on a condition, the user may want to change a rule in Oracle Event Processing (OEP). This form can be used to get user input and invoke web services to change the query. For detailed information about the creation of HTML form and Action Form templates, see the Oracle Fusion Middleware User's Guide for Oracle Business Activity Monitoring.

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Options While Viewing

Options While Editing

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You can manage and maintain your private dashboards from the My Reports tab and your shared dashboards from the Shared Reports tab. In the slide, the screenshot on the left shows the options available while viewing a dashboard, and the screenshot on the right shows the options available while editing a dashboard. Note that you can copy or move dashboards, as well as create and manage folders for easy organization.

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Working with Dashboards

Create new dashboard

Reprompt (reload) dashboard

Create new alert

Bring view forward

Save dashboard

Send view backward

Insert view

Delete view

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When you create or edit dashboards, there is a toolbar that makes common tasks easily accessible. This toolbar changes to reflect the common tasks that are applicable to the page you are working on.

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Dashboard Editing Toolbar

Can assign permissions by y user or g group p

Permissions

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Dashboard access is controlled at the folder level rather than at the individual dashboard level, so it is important to arrange dashboards in folders. When you create a folder on the Shared Reports tab, you can set folder permissions to limit the users or groups that have access and the kind of access they have. In the example in the slide, the cdoyle user has Create, View, and Delete access to dashboards in the Tutorial101 folder, and the mtwain user has View access.

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Using Folders to Organize and Control Access

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To adjust settings that affect your interaction with BAM Active Studio, click the Personalize link in the top-right corner of the Active Studio window. You can adjust the following: • Report epo t Loading oad g Indicator d cato • Time zone preferences • Print Setup • Alert Settings, including where you want to receive alerts • Selecting a dashboard for the Home tab

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Personalizing Active Studio

To control access to a dashboard, you must put it in a folder and assign appropriate permissions to the folder. a. True b False b.

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Answer: a

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Quiz

Assume that you want to create a single report that includes three dashboards, each available from a separate tab. What type of Utility views could you use to create such a multidashboard report? (Choose all that apply.) a. Surface Prompts b. Container c. Row Group d. Column Group e. Tab T bG Group f. Dashboard

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Answer: e, f

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Quiz

• •

Limit dashboards to four to six views. Use summary or aggregate views (for example, bar charts, pie charts, and collapsible lists). – Only the aggregates must be maintained in the cache cache.

•

Use list views with caution, because they can affect performance. – Using a surface prompt, allow users to provide filter criteria so that only required records are displayed.

•

Consider carefully whether calculated fields should be defined in the data object or in the dashboard.

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Limit a dashboard to four to six views per dashboard. Because Oracle BAM is a push-based technology that streams updates to the dashboard, limit the number of views in the open dashboard for optimum performance. Use summary or aggregate views, so only the aggregates need to be maintained in the cache. List views can affect performance. Do not include too many lists on the dashboard. Oracle BAM is used to providing a real-time status of the business, but listing hundreds or thousands of records in a list view will affect performance. If there is a lot of data for a list view, provide a surface prompt so that users can supply filter criteria for the list rather than displaying all records d b by d default. f lt Calculated fields involve data transformations and therefore incur some overhead. Consider whether to implement a calculation in the data object or in the dashboard, according to your requirements and expected end-user usage.

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Best Practices

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Practice 5-1 Overview: Creating a Simple Dashboard (Details Follow)

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The 3D Bar Chart view that you build in this practice displays the number of instances by ProcessStage, a calculated field that you create as part of the practice. The view is based on the ProcessTime101 data object.

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Practice 5-1: 3D Bar Chart

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The Updating Ordered List view that you build in this practice displays three fields from the ProcessTime101 data object along with a fourth field named SLA—a calculated field that you create as part of the practice.

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Practice 5-1: Updating Ordered List

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The 3D Pie Chart view that you build in this practice displays the number of customers for each supplier. The view is based on the SupplierInfo data object.

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Practice 5-1: 3D Pie Chart

In this lesson, you should have learned how to: • Describe the different view types available in Oracle BAM, and explain when they should be used • Create, Create edit edit, save save, share share, and view dashboards

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Summary

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Filt Filters, Parameters, P t and d Prompts P t

After completing this lesson, you should be able to: • Create filters for selective data reporting • Define parameters • Define and use prompts

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Objectives

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• • Filters Parameters and prompts

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Lesson Agenda

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In the dashboard that you created in the previous practice, all rows are returned for all views. This may be what you want to achieve, but there may be circumstances in which you want to limit the number of rows returned to improve the performance or readability of a dashboard or view.

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What Percentage of the Data Is Returned?

Without Filter

With Filter

Sales > 3000

Filter

Header Entry

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A filter is a condition added to a view that narrows the scope of the data displayed in that view. Filters are useful for presenting only the required data and can boost performance by reducing the amount of data that the dashboard has to work with. Some view types are dependent on filters, such as the Key Performance Indicator (KPI) views that may need filters to reduce the result set to one row in order to function properly. You can add filters to all views. The screenshot at the bottom of the slide shows a sample filter that specifies that only sales greater than $3,000 should be included in a view. The two screenshots in the upper part of the slide show the effect of filters: Without the filter, the chart on the left includes all sales information. With the filter, the chart on the right includes only sales over $3 $3,000. 000 Filters can be quite complex, combining entries and headers and involving dependencies on other lines in the filter. Filters play a very important role: They allow the dashboard designer and end user to customize and limit the data that is displayed.

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What Filters Are

1

2

One Filter

Two Filters

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You can add filters to all views when you define the view and during the edit process. Define and maintain filters using the Filter tab in the View Editor. To create and apply filters, perform the following steps: 1. Click "add new entry" to create a new filter. 2. Select the field to which you want to apply the filter. Select the comparison type and value type. Depending on the value type, either enter the value information or click Options to see the available options. After you have completed the filter definition, click "add entry" to create the filter. The new filter appears in the list of filters for this view. 3. Click Apply or OK to apply the filter to the view. This slide shows an example of a simple filter. Filters can be quite complex, involving dependencies on other lines in the filter. Using a combination of entries and headers, you can create a hierarchy within the filter.

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Creating Filters

There are many y comparison p types. yp • Time and date comparisons work only with date-time data. • Use wildcards for “is like” and “is not like.” – Underscore (_) for a single character – Percentage symbol (%) for one or more characters Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

When you define a filter, the comparison type defines how to compare the filter value with the field value and determines what data gets included. There are several comparison types to choose from. The list of comparison types depends on the data type of the field being filtered, but all fields have the option of filtering based on simple equality, greater than, and less than comparisons. For “is like” and “is not like” comparisons, use wildcards. Use an underscore (_) as a wildcard for a single character in a string, and use a percent symbol (%) as a wildcard for one or more characters. Do not use spaces in “is like” and “is not like” comparisons. For the “is in list” and “is not in list” types, you can enter a list of values or base the list on data f from a lookup l k object. bj t T To b build ild a lilist, t click li k Edit, Edit and d th then click li k Add ffor each h value l th thatt you wantt to include in the list. “Is null” and “is not null” are Boolean comparisons. For date-time fields, there are three date-time comparisons. These date-time comparisons return values based on intervals or periods of time. By selecting the Active Now option, the displayed time interval or period can be kept current as time passes. You learn more about date-time comparisons in the lesson titled “Filtering Data Based on Time.”

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Comparison Types

•

Value: Compares p the field to the value yyou enter – Ensure that the data types match the comparison field. – For date-time fields, use the calendar button to select a date and time on the clock. – For lists, click Edit and create a list using the Add button. – Use the options button to get the value from a parameter.

• •

Field: Compares the field to another field from the data object for that view Formula: Compares the field to the expression you enter

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After selecting the comparison type, the filter needs to know what to expect for a value to be used in the comparison. The options available are: • Value: a ue Uses tthe e value a ue e entered te ed in tthe e comparison co pa so with t tthe e filtered te ed field. e d The e data types must match. For date-time fields, use the calendar button to select a date from the month and time on the clock. For lists, click Edit and create a list using the Add button for each entry in the list. If the value comes from a parameter, use the options button. Parameters are covered in the next section of this lesson. • Field: Performs the comparison using another field from the data object for that view • Formula: Uses an expression to determine the value to be used in the comparison

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“Compare to” Options

Add combinations of entries and headers to create complex filters. Each header can have a different operator: • ALL: All entries must be true true. • NONE: No entries must be true. • AT LEAST ONE: At least one entry must be true. • NOT ALL: Some or none of the entries are true. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Complex filters can be created by adding a combination of entries and headers. Select a different operator for headers to change the entry meanings: • ALL: Data ata iss returned etu ed when e all a the t e entries e t es included c uded u under de tthis s header eade a are e ttrue. ue • AT LEAST ONE: Data is returned when at least one (and maybe more) of the entries included under this header is true. • NONE: Data is returned only when none of the entries included under this header are true. • NOT ALL: Data is returned when some or none of the entries included under this header are true, but not if all the included entries are true. For numeric data types, nulls are not returned for filters returning values equal to zero or values not equal to zero.

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Complex Filters

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• • Filters Parameters and prompts

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Lesson Agenda

Prompt

Parameter Surface Prompt

Customer ID = ____ Hard Coded Value Hard-Coded

Prompts and parameters pass values to filters. Filters narrow the scope of data that is displayed.

Filter

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Prompts, parameters, and filters work together to make a dashboard reusable and interactive, and to meet the needs of a broad user community. Filter: A condition added to a view that narrows the scope of the data displayed in that view. Prompts and Parameters: An object that passes a value to a filter to be used in the filter’s condition. A prompt can be used in a surface prompt to get user input. A parameter can get its value from many sources, such as from another field in the dashboard. Surface Prompt: An object that accepts user input to populate a prompt to be passed to a filter. Surface prompts can be configured to provide a list of choices for the user to pick from or can just be a field in which users enter a value. This slide shows one type of surface prompt. The filters shown in the previous section were hard-coded filters. For example, sales were greater than 3000, or months were February and March. Prompts and parameters are like variables that represent substituted values, and surface prompts are dialog boxes that are displayed either before a dashboard opens or after it opens so that the user can specify a value to limit or customize the view of data in the dashboard. Prompts and parameters thus add flexibility to dashboards allowing the same dashboard to return a different result set each time it is run with a different value.

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How Prompts and Parameters Work with Filters

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As you saw in the previous section of this lesson, a dashboard can also have stand-alone filters. Stand-alone filters do not have prompts and parameters. Rather, the value in the filter condition is hard-coded in the filter.

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1 2 3

Create a prompt. Create a parameter.

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You can create parameters either in the “Prompts and Parameters” tab of the Report Properties dialog or in a filter when you specify a value. Create parameters by: • •

Clicking the Change Report Properties link from the Actions list, and then clicking New on the “Prompts and Parameters” tab Clicking the options button and selecting New Parameter/Prompt when specifying a value while defining a filter

This slide shows the first method. Both methods present the same “Prompt and Parameter Creation and Edit” dialog box shown at the bottom of the slide. Your selection in the Values section determines whether the resulting object is a prompt or a parameter. •

To create a prompt, select “Prompt the user to specify a value.”

•

To create a parameter, select “Use one of the values below (parameter).”

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Creating Prompts and Parameters

1. Create the parameter, specifying name, data type, description, and value (supply the default value). 2. Use the parameter in a filter.

You can create a parameter by using the Report Properties dialog box or when defining a filter. Parameters are not active until they are used in a filter.

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This slide lists the steps to perform in order to create and use a parameter. Note that to apply parameters in a dashboard, you must use them in filters. You can get parameter values from many sources, including from another field in the dashboard.

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Creating and Using a Parameter

Select the default value.

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This slide shows the definition of a sample parameter. On the “Name and Data Type” page, type a name for the parameter, select the data type, and optionally add a description. The description is shown only in this dialog box. In the Value section, select the “Use one of the values below (parameter)” option, and then, type or select the default value for this parameter. Then click OK. This creates a parameter that can be used in a filter. The parameter is not active until it is used in a filter.

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Sample Parameter

1. Create the prompt: A. Specify name, data type, and description, and specify that the user should be prompted. B. Specify p yp prompt p message g and how the user should supply pp y input. C. Define input (data object, field, values, and other options).

2. Use the prompt in a filter. 3. Specify where and how the prompt should be displayed. You can create a prompt by using the Report Properties dialog box or when defining a filter. Prompts are not active until they are used in a filter.

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As with parameters, you can create prompts by using the Report Properties dialog box or when defining a filter. There are a few more steps involved in creating and using a prompt, as shown in blue in the slide.

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Creating and Using a Prompt

1

Required selection for a prompt

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On the “Name and Data Type” page, type a name for the prompt, select the data type, and optionally add a description. In the Value section, select “Prompt the user to specify a value.” Then click Next.

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Creating a Prompt: Name and Data Type

2 Choose the input type.

Supply the prompt message.

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On the User Input Type page, select the user input type: •

If you select “Type in,” the user will be prompted to type the value in a blank field.

•

If you select “Choose Choose from a list of field values, values ” the user will be prompted to select from a list of values. In that case, you will need to choose a data object and field to provide the list of values.

Optionally, type the prompt message text, which is what users will see when the prompt is displayed. Then click Next.

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Creating a Prompt: User Input Type

3

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Configure the Input Definition settings in the Input Definition page, the contents of which depend on the user input type selected on the User Input Type page. •

If you selected “Type Type in,” in, select a default value. This can be ALL, NULL, or a value that you type. You can also allow the user to leave the value blank.

•

If you selected “Choose from a list of field values,” select the data object and field to use to populate the list of values. Optionally select one of the values to be the default value. Optionally add ALL, NULL, or BLANK to the list. Optionally, select one or both of the check boxes at the bottom of the window to allow users the freedom to leave the value unselected or select more than one value at a time.

Then click Next to display the Summary window. Review the summary information shown. Optionally, click the Preview button to view a preview of the prompt.

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Creating a Prompt: Input Definition

Prompt Parameter

Both a prompt and a parameter have been created. created Are they active yet?

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After prompts and parameters are created, they are listed by name in the Report Properties dialog box on the “Prompts and Parameters” tab. The icon to the left of the name indicates whether the object is a prompt or parameter. If you have multiple prompts (not shown), you can change the order in which they appear by reordering them in the list. Click OK to save your changes. Recall that prompts and parameters are not active until they are used in a filter.

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Viewing Existing Prompts and Parameters

Select the prompt when defining g a filter entry. y

4

This filter entry references the p prompt. p

•

You can add prompts (and parameters) to the filters of multiple views in a given dashboard.

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To use a prompt or parameter, add it to the filter for one or more views in the dashboard. Edit a view, click Data (on the left), and click the Filter tab. Then click “add new entry” and specify the condition. For the Value field, click the Options button and select the prompt or parameter that you want to use. Click “Add Entry” to add this condition to the filter, and click OK or Apply to apply this filter to the view you are editing. If appropriate, add the prompt or parameter to multiple views.

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Adding a Prompt (or Parameter) to a Filter

5

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By default, surface prompts are presented to the user at the dashboard level via a pop-up window. However, you can instead display the surface prompt in the title of a view, as shown in the lower left, or just under the view title, as shown on the lower right. However, note that if any prompts associated with filters do not have default values, then all prompts (even those displayed in view titles and view areas) are presented to the user via a popup window when the dashboard opens. For views that include filters referencing a given prompt, set surface prompt locations in the Surface Prompts tab. For each prompt, select its location: “Report level,” “View title,” or “View area.” O the On th right i ht off th the S Surface f P Prompts t ttab, b you can select l t th the llocation ti and d display di l ttextt off th the G Go button. The Go button is the Action button that runs the dashboard with the values selected by the user. If you select “Report level,” then the user selection in the resulting popup affects all views with filters referencing that prompt. If you select “View title” or “View area,” then the user selection affects only that view.

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Specifying Surface Prompt Location

When users open the dashboard, if there are any prompts for which default values have not been assigned, users will be prompted to select values for those prompts. When the dashboard is rendered, all views will reflect their choices. However, for the views with surface prompts that display in the views themselves, users can see different data by selecting different values in the surface prompts within those views. You can specify surface prompt locations in all List List, Chart Chart, KPI KPI, and Crosstab views as well as in Excel Spreadsheet and Surface Prompt views.

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You can also mix and match surface prompt locations. For example, assume that your dashboard has three views that include filters that reference a given prompt. For one of these views, you could set the surface prompt to display at the dashboard level (“Report level”). For the other two views, you could set the surface prompts to display in the “View title” or “View area.”

Surface Prompt View

Data for all views with filters using the prompt are filtered according to the user's selection in the Surface Prompt view.

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You can also use Surface Prompt views to display surface prompts. Recall that prompts are dashboard properties, so all views that have filters using a given prompt will reflect the value selected in the Surface Prompt view, unless the user overrides that value by using a surface prompt in a given view.

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Using Surface Prompt Views

User enters input. User chooses input from a list.

If end user selects or enters 10:

If end user selects or enters All:

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Whether you use Surface Prompt view or display surface prompts at the dashboard or view level, the user input type that you specified when defining the prompt determines whether the user selects values from a list or enters values in a blank text box. The value selected or entered by the user determines the data that is displayed in the view or views using that prompt.

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Choosing Values Versus Entering Values

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The “Prompts and Parameters” tab in the Report Properties dialog box provides a central way to manage, edit, and delete both prompts and parameters for the entire dashboard. To access this dialog box, click Change Report Properties in the Actions list. After prompts and parameters are created, they are listed by name in the Report Properties dialog box. You can perform the following actions: • Create new prompts and parameters. • Edit, preview, delete, or rearrange existing prompts and parameters. • Use the Cascade button to create prompt dependencies by cascading prompts.

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Maintaining Prompts and Parameters

Cascading prompts are dependent on input from other prompts.

Region

If a user selects Western Region g in the Region surface prompt, only Arizona and California appear as options in the State surface prompt.

Western Region

State Arizona California

Eastern Region

North Carolina

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Cascading prompts create a dependency on the input from other prompts. In the example in the slide, the contents of the State surface prompt depend on what the user selects in the Region surface prompt. To create cascading prompts, follow these steps: 1. Open the Report Properties dialog box and create the first prompt (in this case, the Region prompt). It must be associated with a data object so that BAM knows what values to display. 2. Create the second prompt (in this case, the State prompt). It too must be associated with a data object. 3. Select the prompt that is to be the dependent prompt and click Cascade. For this example, select the State prompt and click Cascade. The Cascading Prompts Definition dialog box appears. 4. Select the prompts to be used from the list. Order them hierarchically by using the arrows. Enter a prompt message if you have additional instructions to provide to the user. 5 Click OK 5. OK.

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Cascading Prompts

• •

Dashboard URLs can include prompt and parameter values. While viewing a dashboard, use the Copy Shortcut link to copy the URL. – Optionally, O ti ll edit dit th the promptt and d parameter t values. l

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Values for prompts and parameters can be included in the URL for a dashboard. You can use this URL in a separate browser, such as a web page in a portal site, or as a link in an email. To find the URL for a dashboard, view that dashboard and click Copy Shortcut. Copy the contents displayed in the window: this is the URL for the dashboard, and it includes any prompt and parameter values that have been set. If required, add, remove, or change the values for the prompts and parameters. The syntax for dashboard URLs is as follows: http://host:http_port/oracleBAM/buildnumber/ reportserver/default.aspx?State=Start&Event=Initialize &NoWindow=True&ReportDef=reportnumber&Buttons=False p p &ReportParameters=(PromptorParameterName= (PromptorParameterValue);)

You can specify values for more than one prompt or parameter, in any combination, separated by semicolons. Here is an example with more than one parameter is: http://localhost:7001/OracleBAM/16734/reportserver/default.jsp?Event=viewReport&Rep ortDef=18&Buttons=False&ReportParameters=(CustomerPrompt=(10);CustomerParam= (_ALL_);)

Prompts included in the dashboard that do not have a value defined in the URL are displayed to the user for input. Oracle BAM 11g: Build Real-Time Dashboards 6 - 28

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Including Prompt and Parameter Values in URLs

The viewer selects how to group the data.

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You can configure pie chart views so that the viewer selects how to group the data. To configure Group By surface prompts, follow these general instructions: 1. C Create eate a pie p e chart, c a t, following o o g the t e usual usua procedure p ocedu e to g group oup by o one eo of tthe e fields e ds in tthe e data object. 2. Create a prompt with the following specifications: - Name: Provide a name of your choosing (for example, GroupBy). - Parameter Type: Field - Value: Prompt the user to specify a value. p type: yp Choose from a list of field values. - User input - Prompt message text: “Group By:” (or another prompt of your choosing) - Data Object: Select the data object on which the view is based. - Field: Select the fields by which the data can be grouped. You can additionally specify a default value. - Optionally allow users to select multiple values. 3. On the Fields tab, in the Group By section, deselect the field that you originally selected, and select the prompt instead. 4. On the Surface Prompts tab, select where to display the surface prompt, and configure the Go button. Oracle BAM 11g: Build Real-Time Dashboards 6 - 29

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Group By Surface Prompts in Pie Charts

You can design a dashboard so that the values an end user selects or enters in a single surface prompt affects the data display of several of the dashboard views. a. True b. False

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Answer: a

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Quiz

A ____________ can be used in a surface prompt or Surface Prompt view to get user input in order to narrow the scope of data that appears in a view. a. filter b. parameter c. prompt

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Answer: c

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Quiz

Prompts and parameters are not active until they are used in at least one filter. a. True b False b.

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Answer: a

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Quiz

Which of the following options are available for prompting the end user for input? (Choose all that apply.) a. User can enter text. b User can select one value from a list. b. list c. User can select multiple values from a list. d. Surface prompt can appear as a pop-up window before the dashboard appears. e. Surface prompt can appear in the dashboard title area. f. Surface prompt can appear within a given view, either in the view title or in the view area. g. Surface prompt can appear within a Surface Prompt view.

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Answer: a, b, c, d, f, g

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Quiz

If you use Copy Shortcut to send a colleague a URL to a dashboard, you cannot edit the prompt and parameter values in that URL. a. True b. False

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Answer: b

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Quiz

•

•

Hard-code filters for individual views, and provide surface prompts so that data can be filtered before it is loaded it into a dashboard. Use “Copy Shortcut” to create URLs that you and others can use to display the dashboard quickly.

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Use prompts and parameters to filter data before dashboard loading. This is especially useful when there is a large amount of information available that may not be relevant for the business user (for example, a full month of data when the user needs to see only the last five days of data). Create URLs using “Copy Shortcut” in Oracle BAM Active Studio to provide quick access to a dashboard.

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Best Practices

This practice covers the following topics: • Adding a filter to a view • Adding a surface prompt to a view

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Practice 6-1 Overview: Adding Filters and Surface Prompts

In this lesson, you should have learned how to: • Create filters for selective data reporting • Define parameters • Define and use prompts

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Summary

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C fi Configuring i Drilling D illi and d Driving Di i

After completing this lesson, you should be able to: • Add four types of drilling to a BAM dashboard • Configure driving in a BAM dashboard

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Objectives

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• • Drilling Driving

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Lesson Agenda

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Drilling in views enables you to select an item and view data at increasingly detailed levels. At its simplest level, you can click a chart element and view the actual data rows, as shown in this slide. If drilling is enabled, you can drill in dashboards that you are viewing. You cannot drill in dashboards when you are in edit mode.

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What Drilling Is

Four types of drilling in Oracle BAM: • Drilling down • Drilling up • Drilling through • Drilling across

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There are four types of drilling in Oracle BAM: • Drilling down: Displays data one or more levels down the drill path in the same view type • Drilling up: Displays data one or more levels up the drill path in the same view type • Drilling through: Displays the lowest level data rows in either an Updating Ordered List view or an Action List view • Drilling across: Opens another dashboard or webpage

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Types of Drilling

Drilling Down

• • •

Displays data one or more levels down Same view type Three ways to drill down: – Click a segment. – Right-click and select Drill Down. – Right-click and select hierarchy level level.

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Drilling down displays data one or more levels down the drill path in the same view type. To drill down, perform one of the following steps: • Move o e tthe e cu cursor so o over e tthe e row o o of data, bar, ba , or o pie p e slice s ce tthat at you want a t to d drill do down from. o When the magnifying glass icon appears, click the data, bar, or pie slice, and the view will drill down one level. • Right-click the data, bar, or pie slice that you want to drill down from, and select Drill Down from the drill menu. The view will drill down one level. • Right-click the data, bar, or pie slide that you want to drill down from, and select the level of the hierarchy to which you want to drill. The view will drill down to that level. Recall that you need to view a dashboard in order to drill down. You cannot drill down in a view while you are editing the dashboard.

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Drilling Down

Drilling Down

Drilling Up

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Drilling up displays data one or more levels up the drill path, also using the same view type in the current dashboard. It is the opposite of drilling down and uses the same hierarchy. To drill up, right-click right click the data, bar, or pie slice that you want to drill up from, and either select Drill Up from the drill menu or select the level to which you want to drill.

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Drilling Down Versus Drilling Up

1 2

In BAM Architect, create the data object that you plan to use in the view view, and: • Create a dimension • Create a hierarchy

3

– Specify the fields in drill path order. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

To enable drilling down and up in a view, you need to create and properly configure the data object on which the view is based. Perform the following tasks in BAM Architect: 1. C Create eate a data object that t at includes c udes all a of o tthe e fields e ds required equ ed for o d drilling. g The e data object can add additional fields as well. 2. Create a dimension for that data object that includes at least those fields required for drilling. 3. Create a hierarchy in that dimension that includes the fields required for drilling in the order in which you want the drilling to take place.

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Configuring Drilling Down and Drilling Up: Configuring the Data Object in BAM Architect

4 5

Result:

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After the data object is properly configured, create the view in BAM Active Studio and base that view on the data object. Then perform these tasks: 4. When e ccreating eat g o or ed editing t g tthe e view, e , navigate a gate to tthe e Fields e ds tab and a d group g oup by tthe e highest g est level in the hierarchy that you want to use. 5. On the Drilling tab, select the hierarchy that specifies the drill path that you want to make available to your users. When the view is displayed, users can drill down the drill path specified in the dimensional hierarchy.

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Configuring Drilling Down and Drilling Up: Editing the View in BAM Active Studio

• •

Displays data rows Two ways to drill through: – Right-click and select Show Details. Details – Drill down to the lowest level of a hierarchy and drill one more time.

•

Display options: – Updating Ordered List – Action List

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Drilling through displays the lowest level data rows in either an Updating Ordered List view or an Action List view, regardless of the view type you drill from. To drill through, perform one of the following steps: • Right-click the data, bar, or pie slice from which you want to drill through and select Show Details from the drill menu. • Click the data, bar, or pie slice several times until you reach the last level of the hierarchy. Then click again. The next level shows the data rows.

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Drilling Through

Enabled by default; select view type.

Optionally, select fields and field order.

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By default, drill through is enabled for most view types, including Chart, KPI, and Crosstab views. You do not need a dimensional hierarchy in order to drill through to data details, but a hierarchy can exist. On the Drilling tab, in the Drill Level Properties section, specify whether the detail view should be an Updating Ordered List view or an Action List view. You can also select the fields to display in the detailed view. If none are selected, all fields selected to create the view (from the Fields tab) and the drilling hierarchy fields (if there is a hierarchy involved) are displayed. To disable drilling through, deselect the “Enable drill through to detail” check box.

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Configuring Drilling Through

•

Possible targets: – Dashboard – URL

•

Can map fields to parameters Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Drilling across allows you to open another dashboard or navigate to another webpage. Depending on how it is configured, the dashboard or webpage that you open replaces the current view, replaces the entire dashboard, or opens a new window. Values from the current view can be passed as parameters to the target dashboard or webpage. In the example shown in the slide, you are drilling across to a dashboard called Reassignment from a specific slice in the pie chart. The Reassignment dashboard displays data for the selected supplier (ABC). • To drill across for a specific supplier, right-click the data, bar, or pie slice from which you want to drill across. Then select the target dashboard or webpage name from the drill menu. menu • To drill across for all suppliers, click the menu (arrow) on the title bar and select the target dashboard or webpage name.

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Drilling Across

1

2 Select display options.

3 Browse for target dashboard, or supply a URL.

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To configure drill across for a view, edit the view and click the Drilling tab. In the Drill Across Menu section, perform the following tasks: 1. C Click c New e Target. a get 2. On the first page of the “Drill Across Action Creation and Edit” wizard, select display options: - Select “Replace the Current View,” “Replace the Current Report,” or “Launch a New Window” to specify where the target dashboard or webpage should appear. - Select Show With Context if you want the user to be able to drill to the target from a row of data, bar, or pie slice within the view. - Select Show With No Context if you want the user to be able to drill to this dashboard from the title bar menu. 3. On the second page of the wizard, browse for the target dashboard or supply a URL for the target webpage.

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Configuring Drilling Across

Map fields to parameters so that current values are transferred to the target dashboard.

4

Drill across has been configured.

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4. If the target contains prompts and parameters, you can send values to them by mapping fields on the third page of the wizard. Map fields from the view to prompts or parameters in the target. After you click OK, the new target is listed in the Drill Across Menu section of the Drilling tab. When you view the dashboard, the target that you have defined appears on the drill menu. In the example in the slide, three fields have been mapped to prompts or parameters in the Reassignment dashboard. If you drill across from a slice of the supplier pie chart, the current value of the supplier is passed to the Reassignment dashboard. If you drill across from a slice of the CustID pie chart (one level down), the current values of both supplier and customer ID are passed d tto the th Reassignment R i t dashboard. d hb d

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Configuring Drilling Across

Setup

Result

Add a header to group several targets together.

Specify a drill-through target.

Disable default drill-through to detail.

Drill-across options are grouped. Film Details replaces Show Details.

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The Drill Across Menu section offers two additional drill-through features: • You can use the New Header button to organize target dashboards and webpages in categories, catego es, o or headers. eade s • You can designate a specific target dashboard as the dashboard you want to display when the user drills through to details. Select the target dashboard in the Drill Across Menu section, and click Drill Through. Then, deselect the “Enable drill through to detail” check box in the Drill Level Properties section, also on the Drilling Tab. When you view the dashboard and attempt to drill through to details, the Show Details option will no longer appear.

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Drilling Across: Two More Options

For drilling down and drilling up, the data object that is used in the view must have at least one dimensional hierarchy. The hierarchy that you select when you edit the view reflects the drill path the user sees. a. True b. False

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Answer: a

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Quiz

Drilling through: a. Displays data one or more levels down the drill path in the same view type in the current dashboard b Displays data one or more levels up the drill path in the b. same view type in the current dashboard c. Opens another dashboard that reflects prompt and parameter values passed from the current view d. Displays the lowest level data rows

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Answer: d

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Quiz

Drilling through is enabled by default for most view types, but you cannot control the view used to display the details nor which fields are displayed. a. True b. False

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Answer: b

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Quiz

Which section of the Drilling tab would you use to configure a view to drill to another dashboard? a. Drill Hierarchies b Drill Level Properties b. c. Drill Across Menu d. None of the above

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Answer: c

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Quiz

This practice covers configuring a 3D Pie Chart view for drilling.

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Practice 7-1 Overview: Configuring Drilling

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• • Drilling Driving

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Lesson Agenda

•

You can configure one view to “drive” another. – Next two slides: The Updating Ordered List drives the 3D Bar Chart.

Driver

•

Target

Only Crosstab and List views can drive other views.

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You can configure one view (here, the Updating Ordered List view on the left) to drive another view (the 3D Bar Chart view on the right). In that case, the Updating Ordered List view is referred to as the driver and the 3D Bar Chart view is referred to as the target. The next two slides demonstrate how driving works. All view types can be targets, but not all view types can be drivers. Only the List and Crosstab views allow driving.

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Views Driving Other Views

Selecting 10 in the Updating Ordered List view limits the data displayed in the 3D Bar Chart.

Driver

Target

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If the Updating Ordered List view has been set up as a driver for the 3D Bar Chart view, then when you view the dashboard, you can select one of the rows of data in the Updating Ordered List to filter the display in the 3D Bar Chart. For example, if you select a row with a customer ID of 10, the 3D Bar Chart refreshes to display data for that customer ID. This is an example of the Updating Ordered List view driving the 3D Bar Chart view.

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Views Driving Other Views: Selecting a Value

If appropriately configured, you can select multiple values in the driver, and your selections are reflected in the target.

Driver

Target

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You can configure driving to enable the user to select more than one row. In the example in the slide, the user has selected two customer IDs: 10 and 20. The 3D Bar Chart has changed to include data for both customer IDs. Note also that the selected rows in the Updating Ordered List are displayed in blue text. To deselect a row, click it again.

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Views Driving Other Views: Selecting Multiple Values

Driver

Target Prompt or Parameter

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What is happening under the covers when one view drives another? The driver sends a value to a prompt or parameter (here, customer ID = 10) and the target is filtered based on that value. Both views have access to prompts and parameters since these are defined at the dashboard level. The target view typically groups data by the field used by the prompt or parameter and has a filter based on the current value of that prompt or parameter.

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Views Driving Other Views: Under the Covers

Fields can be grouped by the value to be passed from the driver

Driver

Target

Prompt or Parameter

1 Create the prompt or parameter.

3

2

Map fields to the prompt or parameter.

Use the prompt or parameter in a filter.

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To configure driving in a dashboard, perform these tasks: 1. Create a prompt or parameter to pass values from the driver to the target. To enable multiple u t p e row o selection, se ect o , co configure gu e a p prompt o pt ((not ot a pa parameter) a ete ) a and de ensure su e tthe ep prompt o pt is s configured for selecting multiple values. 2. In the target view, use the prompt or parameter in a filter. 3. In the driver view, map the appropriate field to the prompt or parameter. To enable multiple row selection, turn "multi-select" on. You can perform tasks 2 and 3 in any order.

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Configuring Driving

Create a prompt, not a parameter.

Select this option.

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If you want users to be able to select multiple values in the driver and have the target view reflect those values, you must configure a prompt rather than a parameter. To do that, you must select the “Prompt the user to specify a value” option on the “Name and Data Type” page when you create the prompt. To enable multi-value selection, you also must select the “User can select multiple values” check box on the Input Definition page of the wizard.

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Enabling the User to Select Multiple Values: Configuring the Prompt

Enable this option.

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To enable multi-value selection, you also must configure the driver appropriately. On the Driving tab (which is visible when you select the Properties icon on the left of the Edit pane), select the “Turn Turn Multi-select Multi select On” On option.

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Enabling the User to Select Multiple Values: Configuring the Driver

To configure driving, you must ensure that the driver view is filtered based on the prompt or parameter that it will be passing to the target view. a. True b. False

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Answer: b

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Quiz

To enable the user to select multiple values in the driver view, you can define either a prompt or a parameter. a. True b False b.

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Answer: b

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Quiz

Which of the following view types can be used as drivers? (Choose all that apply.) a. Streaming List b Collapsed List b. c. Action List d. 3D Pie Chart e. 3D Line Chart f. Summary Crosstab

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Answer: a, b, c, f

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Quiz

This practice covers configuring a view that drives another view.

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Practice 7-2 Overview: Configuring Driving

Enable users to see the health of the operation at a glance, and provide drill hierarchies to perform root cause analysis.

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Best Practices

In this lesson, you should have learned how to: • Add four types of drilling to a BAM dashboard • Configure driving in a BAM dashboard

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Summary

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D fi i Defining Action A ti Buttons B tt

After completing this lesson, you should be able to define action buttons.

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Objectives

Oracle BAM features real-time data streaming that enables the following business-critical functions: • Monitoring performance of deployed processes • Measuring key performance indicators (KPIs) • Enabling users to take corrective actions via the dashboard • Raising alerts if SLAs are at risk of violation • Automating corrective actions

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By way of review, Oracle BAM offers real-time data streaming so that business users can monitor performance and measure KPIs. Another powerful feature is the ability to embed actions in BAM dashboards. These can be implemented to provide a one-button response to initiate a response workflow. These actions can call published web services from business applications, so that the business user can avoid having to go back to the business application that provided the data. Business users update data, initiate a web services action (for example, trigger a BPEL process to correct a specific instance), invoke an ODI scenario, and so on. This section focuses on creating actionable dashboards. You learn about raising alerts and automating corrective actions in the lesson titled “Creating Alerts ” Alerts.

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Oracle BAM Features (Review)

Action buttons enable business users to perform actions manually. • Two forms: Button and link • Can invoke corrective actions with or without using data from the dashboard • Can define multiple actions for each action button

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Action buttons enable the user to take action on the data displayed in the dashboard. Thus, action buttons provide an interface for the user to interact with the dashboard data. For example, a user can watch for average response times and take corrective action on the back-end system that is feeding Oracle BAM directly from the dashboard. Action buttons can appear either as stand-alone buttons or as links from the data within a column in a dashboard. A single action button can be configured to perform multiple actions.

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Actionable Dashboards

Fields can be made editable.

By default, Action List views display interactive check boxes.

Users use the action button to save changes to editable fields.

Add action buttons to any view to perform actions. The Action List view offers the most options. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

By default, the Action List view displays a column of check boxes on the left so that you can select rows of data. • You ou ca can d display sp ay a co column u o of opt option o butto buttons, s, eac each o of which c se selects ects o only yo one e row o o of data data. • You can make the data in any column displayed in the Action List editable, which automatically creates a Submit button in the lower-left corner. • Using the Submit button, you can commit changes to the data object. To make changes to the underlying data displayed in an Action List, you need to create action buttons. Action buttons can appear in any type of view. However, they are commonly used in the Action List view because that view offers the most options in terms of actions.

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Action List Views (Review)

While you are editing a dashboard: 1. In the Actions menu, click Change Report Properties to open the Report Properties window. 2 Click the Actions tab 2. tab. 3. Click New to add a button: A. Specify name, description, and commit behavior. B. Define one or more actions. A. B B.

Choose an action type. Define the action. action

Use Action Editor Editor.

C. Specify button formatting and location.

4. Save your changes.

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This slide lists the steps involved in creating action buttons. The next few slides show more details.

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Creating Action Buttons

Like prompts and parameters, action buttons are defined at the dashboard level.

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Action buttons are created at the dashboard level from the Change Report Properties link in the Actions list. Click the Action tab to view the action button information. From here, you can maintain existing action buttons as well as create a new action button. When you click New, the “Action Button Creation and Edit” dialog box appears, providing a wizard interface to take you through the following steps involved in creating an action button: 1. Provide the name and description. 2. Define the actions. 3. Provide button-formatting information. These steps are discussed in detail on the following g pages. g

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Creating Action Buttons

Enter a name and description, and specify the commit behavior for the action button.

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The first step in creating an action button is to provide a name and description for the button. If the button will have multiple actions, you may want to select the “Commit all actions in a single transaction” check box. If you select this check box, all the actions configured in this action button will take place as a single transaction, which is a good practice to follow. Click Next to continue.

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Creating Action Buttons: Specifying Name, Description and Commit Behavior Description,

Define the actions for the button. • Click Add to create an action (details follow). • You can add multiple actions for a single action button.

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The next step is to define the actions for the action button. Click Add to add a new action to a button. Behind each action button is an action type that specifies what action the button performs. For each action, select from a list of action types, and then provide the information required to support that action type. Each action type has information that is specific to that type, so the dialog box changes to reflect the specific needs of each type. When you have finished entering information for the action type selected, click OK to return to the Define Actions dialog box and optionally add additional actions. When you have defined all the actions for an action button, click Next.

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Creating Action Buttons: Defining Actions

Specify the format and location of the action button.

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The last step is to provide the physical formatting information for the action button. This involves setting the width, alignment, and location information for the button. If you choose to display the button in a view and there are multiple views in your dashboard, you are presented with a box that shows all the views in the dashboard. Click the view in which you want the button to be displayed. Depending on the view type selected, you may see more options displayed. For example, a List view type has the option to display the button as a formatted link from a column of data in the list. Click OK when you have finished.

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Creating Action Buttons: Specifying Button Formatting and Location

Select an action type type. Each action type requires unique configuration on the Define Action page.

These are the action types available for the Action List view. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

When you create an action button, you must define the action or actions that you want that button to perform. Behind each action is an action type. This lower screenshot shows the action types available in Action List views. Other types of views may have fewer options. The available action types are: • Insert • Constant Value Update • Edit Column Update • Delete • Open a URL • View a Report • Reset a Form • Refresh a view • Show a confirmation message Each action type requires that additional information be defined, which specifies how to perform f the th action. ti The Th nextt few f slides lid go iinto t more d detail t il ffor each h ttype off action. ti

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Action Types

Select the data object to insert into.

Data mapping options ti

Define data mappings for all fields (or insert null value).

Inserts a row into the specified data object based on defined field mappings. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The Insert action type inserts a row of data into a target data object and the data table on which the data object is based, populating the column values based on defined mappings. This action type is available for all view types. To configure the Insert action type, select Insert from the Choose Action Type list and click Next. Use the Browse button to select the target data object for the insert. The columns from that data object appear in the mappings list. Click Edit Mapping for each column that you want to map to a source of data. For each column that you are mapping, select one of the following mapping types: • None: Inserts a null value into this column. If the column is non-nullable, the default value for the data type is used. used Non-nullable Non nullable string columns do not have a default value value, so this action fails if it tries to insert a null value. • Constant Value: Inserts a specified constant value into this column • Prompt/Parameter: Selects a prompt or parameter from the dashboard to populate this column • Client Cookie: Maps a value from a client cookie to this column • Unique button click ID: Maps a randomly generated unique ID number to this column

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Configuring the Insert Action Type

•

Value from an ActionList view: Inserts a value from the selected rows in an Action List view into this column Value from an ActionForm view: Inserts a value from the selected input field in an Action Form view into this column

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Select an Action List from the current dashboard dashboard.

Specify values for selected fields.

Updates fields in the selected rows of an Action List with specified values; updates underlying data objects Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The Constant Value Update action type updates fields in selected rows of an Action List view with a specified value. The data object and underlying data table are updated accordingly. To configure this action type, select Constant Value Update from the Choose Action Type list and click Next. Select an Action List view from the dashboard layout shown. The field list is updated to show the columns from the selected Action List. Select the field that you want to configure and enter a value in the Value field. Select Null if you want the value to be null. Do this for each field that you want to configure, and click OK when you have finished. The Constant Value Update action type is available only in Action List views.

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Configuring the Constant Value Update Action Type

Commits all edits made in the editable fields of an Action List view; updates underlying data objects

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The Edit Column Update action type commits all edits made to the editable fields of the selected Action List view. The data object and underlying data table are updated accordingly. This action is at the view level, so changes made to multiple editable fields are all committed with this action. To configure this action type, first ensure that you have an editable Action List in the dashboard. Then select Edit Column Update from the Choose Action Type list and click Next. Select one or more Action List views from the dashboard layout shown. You are able to choose only those Action List views that have editable fields. Click OK when you have finished. Th Edit C The Column l U Update d t action ti iis available il bl only l iin A Action ti Li Listt views. i

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Configuring the Edit Column Update Action Type

Deletes all selected rows in the selected Action List view or views; deletes rows in underlying data objects

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The Delete action type deletes all selected rows in the selected Action List view or views. The corresponding rows in the data object and underlying data table are deleted as well. This action is at the view level, so if multiple rows are selected, all the selected rows are deleted with this action. To configure the Delete action type, select Delete from the Choose Action Type list and click Next. Select one or more Action List views from the dashboard layout shown. Click OK when you have finished. The Delete action is available only in Action List views.

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Configuring the Delete Action Type

Opens a URL composed of terms defined here

Types of terms that can be added to the URL

Opens a URL (other than a BAM dashboard) in a new window Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The “Open a URL” action type opens a URL in a new window (in some cases, multiple windows). The URL is constructed by concatenating specified terms together. Click New Term to add a new term. This opens the “Value Mapping Creating and Edit” dialog box, where you select and define the source of this new term by using one of the following mapping types: • Constant Value: Specifies a constant value to be used in constructing the URL • Prompt/Parameter: Obtains the value from a prompt or parameter for this dashboard to be used in the construction of the URL • Client Cookie: Obtains the value from a client cookie to be used in the construction of th URL the • Unique button click ID: Randomly generates a unique ID number to be used in the construction of the URL • Value from a List view: Obtains the value from a selected List view to be used in the construction of the URL. This is made possible when you choose to display a column as a hyperlink to the URL instead of creating a button for the action. If multiple rows are selected, choose whether to open a separate URL for each row or open one URL with comma-delimited values from all the selected rows.

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Configuring the “Open a URL” Action Type

Value from an Action Form view: Obtains the value from a selected input field on an Action Form view. Any inputs that have rtsEnabledID attributes in the HTML are listed.

Click OK after you have finished entering the value mapping information. Each term that has pp in the list of terms. Create more terms as been created to construct the URL appears necessary. These terms are concatenated to build the URL, so use the arrows to arrange the terms in the required order. How each term is configured determines whether the URL created is static or dynamic. Terms that are mapped to values that could change are considered dynamic. Select the Encode check box if you want the term encoded. You can modify browser window properties by clicking the “Click here to edit window features” link. To limit the number of windows that can be opened at once, enter a maximum number of windows to open for this action action. This is useful when you use the “Value Value from an Action List view” mapping type and the user selects more than one row from the list. If a separate URL opens for every row selected, performance can become a problem if the user selects too many rows. Click OK when you have finished.

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•

Select the dashboard to open.

Mapping options

Optionally, pass values to one or more parameters in the destination dashboard.

Opens the specified dashboard Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

The “View a Report” action type opens a specified dashboard with or without mapping values from the current dashboard to parameters in the destination dashboard. To configure this action type, select “View View a Report Report” from the Choose Action Type list and click Next. Use the Browse button to select the dashboard that you want to view with this action. All available parameters from the destination dashboard appear in the mappings list. Click Edit Mapping for each parameter that you want to map to a field in the current dashboard. For each parameter that you are mapping, select one of the following mapping types: • None: No mapping is done. • Constant C Value: Map a specific f constant value to this parameter. • Prompt/Parameter: Select a prompt or parameter from the current dashboard to map to this target dashboard parameter. The software always retrieves the current value of the parameter. • Client Cookie: Map a value from a client cookie to this parameter. • Unique button click ID: Map a randomly generated unique ID number to this parameter. parameter • Value from a List view: Map a value from the selected rows in an Action List to this parameter. Oracle BAM 11g: Build Real-Time Dashboards 8 - 19

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Configuring the “View a Report” Action Type

Value from an ActionForm view: Obtain the value from a selected input field on an Action Form view. Any inputs that have rtsEnabledID attributes in the HTML are listed.

Click OK after you have finished entering the parameter mapping information. As in the “Open Open a URL” URL action type, type you can modify browser window properties by clicking the “Click here to edit window features” link.

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Clears any edits or changes made within the specified Action Form view or Action List view

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The “Reset a Form” action type clears any input changes made within a specified Action Form view or clears changes to the editable columns within a specified Action List view. This allows users to clear the changes that they have made and start over if necessary. To configure this action type, select “Reset a Form” from the Choose Action Type list and click Next. Select one or more Action Form views or Action List views from the dashboard layout shown. You can select only those Action List views that have editable fields. Click OK when you have finished. The “Reset a Form” action is available only in Action Form and Action List views.

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Configuring the “Reset a Form” Action Type

Reloads the specified views; useful for views that do not support active data streaming, such as External Content views or Action List views with editable columns

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The “Refresh a view” action type reloads specified views. For most view types, this is not necessary, because they support active data streaming and will automatically update as data changes occur. This action is useful for view types that do not support active data streaming, such as External Content views and Action List views with editable columns. To configure this action type, select “Refresh a view” from the Choose Action Type list and click Next. Select one or more views from the dashboard layout shown. Click OK when you have finished.

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Configuring the “Refresh a view” Action Type

Displays a confirmation message dialog box prompting the user to confirm before performing the other action or actions configured for the action button

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The “Show a confirmation message” action type displays a confirmation message dialog box to the user before any other actions are performed by the action button you are defining. Thus the user can confirm or cancel the action before the changes take place. To configure this action type, select “Show a confirmation message” from the Choose Action Type list and click Next. Enter the confirmation text that you want to be displayed to the user. Click OK when you have finished.

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Configuring the “Show a confirmation message” Action Type

Which of the following tasks can be performed using action buttons? (Choose all that apply.) a. Update data in the data object. b Open another dashboard, b. dashboard passing specific values from selected rows in a list view of the current dashboard. c. Send the URL of the current dashboard to another user. d. Call a web service. e. Delete data in the data object.

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Answer: a, b, e

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Quiz

You can configure a single action button to insert a row of data and display a non-dashboard URL in a separate window. a. True b False b.

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Answer: a

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Quiz

This practice covers the following topics: • Creating prompts and using them in a Surface Prompts view • Creating an Action List view that has an editable field and filters data based on selections in the Surface Prompts view • Updating an action button that modifies values in a data object • Configuring drilling across from one dashboard to another another, passing parameter values

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Practice 8-1 Overview: Creating Surface Prompts and Action Buttons

User Userselections selectionsfilter filterdata datain inthe theAction ActionList Listview. view. The Reassign button updates the supplier name according to updates made in the editable SupplierName field.

This view reflects updates to the data object.

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Practice 8-1: Reassignment Dashboard

Drill across from a pie slice to the Reassignment dashboard, passing values.

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Practice 8-1: Drilling Across

Use action buttons and action forms to enable users to take corrective action from the dashboard.

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Best Practices

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In this lesson, you should have learned how to define action buttons.

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Summary

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Filt i Filtering Data D t Based B d on Time Ti

After completing this lesson, you should be able to filter data based on time.

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Objectives

Without Filter

With Filter

Sales > 3000

Filter

Header Entry

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Recall that a filter is a condition added to a view that narrows the scope of the data displayed in that view. Filters are useful for presenting only the required data and can boost performance by reducing the amount of data that the dashboard has to work with.

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What Filters Are (Review)

Sample scenarios for displaying hourly data for a specific 24-hour period (updating continuously as new data arrives): 1. Display hourly data for a specific date. 2 Display hourly data for yesterday. 2. yesterday At midnight midnight, change the time window accordingly. 3. Display hourly data for the current day. At midnight, change the time window accordingly. 4. Display hourly data for the preceding 24 hours leading up to the current hour hour. Each hour, hour change the time window accordingly. Given the techniques covered thus far, which of these scenarios could you configure, and how? Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

You can use Oracle BAM to chart data grouped by date-time values. You can additionally concentrate your view on a particular time slice of the data. This slide lists four sample scenarios, all of them displaying hourly data for a specific 24-hour period. These are just examples. Instead of configuring a chart to display hourly data, you can configure the chart to display data minute by minute, daily, weekly, and so on. The slice of time you configure can be a single day (as in the sample scenarios), multiple days, several weeks, several years, and so on. This lesson focuses on these four sample scenarios as they represent four types of time filters you can configure in Oracle BAM.

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Four Sample Scenarios Filtered by Time

All four samples have identical configuration on the Fields tab.

Will this chart change focus at midnight?

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To display hourly data for a specific date, you can use the comparison types greater than, less than, and equal to on the Filter tab in order to define the time slice that you want to display in the chart. As with other charts, this chart will automatically be updated as new data arrives, but it will always display data just for the selected date. Note that all time filters use Oracle BAM Server time and are not affected by the time zone chosen in the user’s Personalization settings. On the Fields tab, when you group by a date-time field, the Time Groups section appears on the right. Select the Time Unit (here, one hour), select “Use time series” or “Use time groups,” and optionally select the “Continuous time series” check box. Grouping G i d data t b based d on a d date-time t ti fifield ld iis available il bl iin th the B Bar Ch Chart, t Li Line Ch Chart, t A Area Ch Chart, t Combo Chart, Pie Chart, Stacked Bar Chart (2D and 3D), and Crosstab views. In all but the last type of view, you have the option of creating a continuous time series. You cannot create a continuous time series in Crosstab views because there is no x-axis. All four sample scenarios use the same settings on the Fields tab. That is, the data is grouped by the LastModified date-time field, the chart displays Quantity using the Sum summary y ) and the following g selections function ((not visible when the Time Groups section is displayed), have been made in the Time Groups section: • Use time series: Selected • Continuous time series: Selected Oracle BAM 11g: Build Real-Time Dashboards 9 - 5

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1. Displaying Data for a Specific Date: Using Greater Than and Less Than

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• • Time Unit: Hour Quantity: 1

You learn about the “Use time groups” option later in this lesson.

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Hourly data for previous day

On July 15, show hourly data for July 14, refreshing g constantly y if new data arrives.

Hourly data for previous day

At midnight, start showing hourly data for July 15, refreshing constantly if new data arrives.

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In the second scenario, you want to display hourly data for the previous day. At midnight, you want the time window to change accordingly, so the chart always displays data for the previous day. You cannot accomplish this using the comparison types greater than, less than, and equal to. The first screenshot in this slide shows sample data displayed on July 15 for July 14. At midnight, as July 16 starts, the time window changes to display data for July 15. Both charts are labeled on the X-axis with the 24 specific hours included in the display. These labels have been deleted in the screenshot due to lack of space.

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2. Displaying Data for Yesterday, Changing Time Window at Midnight

Select minutes, hours, days, weeks, and so on.

One of three comparison options that are available for date-time fields

Select to shift the time window automatically.

Select "ago" or "from now."

Uses Oracle BAM Server time.

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To display hourly data for the previous day, use the “is within a time period” comparison type. This comparison type supports minutes, hours, days, weeks, months, quarters, and years. Select “ago” in the Type list to offset to a period in the past, and select “from now” to offset to a period in the future. For example, you could use an offset to the future to indicate the number of orders that have to be processed by a certain date or time in the future. This could help you make the necessary adjustments in inventory or personnel resources to ensure that the orders are processed on time. As with all BAM charts, this chart updates automatically as new data arrives. In addition, because Active Now is selected with a unit of Days, Oracle BAM slides the time window each night at midnight so it always displays data for only the previous day. day

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2. Displaying Data for Yesterday: Using “Is Within a Time Period Period”

11:20 AM

The chart displays data for each hour, for only the current day. Data is updated instantly as it becomes available.

1:14 PM

At midnight, the chart it h to t the th nextt d day. switches

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The requirements for the third sample scenario are to display hourly data for the current day as it becomes available. At midnight, the time window should change to display hourly data for the new day.

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3. Displaying Data for the Current Day, Changing Time Window at Midnight

Select minutes, hours, days, weeks, and so on.

Available for date-time date time fields

Select to shift the time window automatically.

Uses Oracle BAM Server time

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To display hourly data for the current day, use the “is within the current time period” comparison type. This comparison type supports minutes, hours, days, weeks, months, quarters, and years. In addition to updating automatically as new data arrives, this chart adjusts the time window each night at midnight because Active Now is selected and the unit is Days. So it always displays data for the current day only.

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3. Displaying Data for the Current Day: Using “Is Within the Current Time Period Period”

Is within the current time period: day

Is within the current time period: week

Is within the current time period: month

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Assume that the red square in the three calendars represents today’s date. If you filter the data using “is within the current time period” and select Days, the chart will display today’s data only. At midnight, the chart will display data for the new day. If you filter the data using “is within the current time period” and select Weeks, the chart will include only data for the current week (Sunday through Saturday), including data for today. If you filter the data using “is within the current time period” and select Months, the chart will include only data for the current month, including data for today. After midnight on the last day of the month, the chart will display only data for the new month.

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Is Within the Current Time Period

Scenario

Filter Comparison Type

Display hourly data for a specific date.

“greater than” and “less than”

Display hourly data for yesterday. At midnight, change h th the titime window i d accordingly. di l

“is within a time period”

Display hourly data for the current day. At midnight, change the time window accordingly.

“is within the current time period”

Display hourly data for the preceding 24 hours leading up to the current hour. Each hour, change the time window accordingly.

?

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So far you have seen how to configure a chart to meet the requirements of the first three scenarios. Next, you learn how to configure a chart for the fourth scenario, in which you display hourly data for the preceding 24 hours, changing the time window each hour.

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Four Sample Scenarios: Where Are We?

11:20 AM

The chart displays data for each hour hour, for the last 24 hours ending now. Data is updated instantly as it becomes available.

1:14 PM

Every hour, the chart t ti ll changes h its it automatically start and end points.

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In this scenario, as time passes and the start and end points of the time window advance, the data appears to shift to the left. At 11:20 in the morning, the three bars showing values of 17, 10, and 25 are on the right of the chart, a couple of hours before the current time. As time advances, three bars shift to the left, and the two bars with values of 16 and 40 age out. For ease in demonstrating this concept, the data points for each hour do not change over time in this example. In a real-world scenario, these values could change, and the chart would reflect those changes even as it keeps track of the current time window.

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4. Displaying Data for the Preceding 24 Hours, Changing Time Window Hourly

Select "previous" or "next."

Available for date date-time time fields

Select minutes, hours, days, or weeks.

Select to shift the time window automatically.

Uses Oracle BAM Server time

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To display hourly data for the preceding 24 hours, use the “is within a time interval” comparison type. This comparison type supports minutes, hours, days, and weeks. Select “previous” in the Type list to create a moving time window starting in the past, and select “next” to create a moving time window to a point in the future. In addition to updating automatically as new data arrives, this chart slides the time window every hour because Active Now was selected with a unit of Hours. Regardless of the time of day, it always displays data for the previous 24 hours. As time passes, data that no longer satisfies the conditions of the filter is removed from the dashboard. It is a real-time scrolling dashboard. Th X The X-axis i llabel b l can b be fformatted tt d tto b be more readable. d bl

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4. Displaying Data for the Preceding 24 Hours: Using “Is Is Within a Time Interval” Interval

Selecting Active Now ensures that the time window advances automatically.

These options are available only if you select “is within a time interval” and enable Active Now.

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As you have seen, all three of the comparison types for filters on date-time fields have an optional Active Now check box. When you select Active Now, Oracle BAM automatically runs the filter when the time unit advances. For example, if you select the unit Days, the filter is run automatically every night at midnight according to Oracle BAM Server time. If you select the unit Hours, the filter is run at the top of each hour. As noted in the interface, enabling Active Now can affect performance when large data sets are involved. If you do not select Active Now, the filter is run when the report first loads and if the user reloads the report by clicking the Reprompt button. When you select “is within a time interval” and enable Active Now, two other options become available: • Synchronize Active Now boundaries with Continuous time series/groups: Use this option to synchronize the filter time window with the time unit that you selected when you configured the continuous time series on the Fields tab. In the example shown in the slide, assume that you have configured the continuous time series to be one hour. If you select the “Synchronize…” Synchronize… check box, at 11:13 AM, the chart will display data between 11:00 and 12:00, reflecting synchronization of the Active Now time window with the continuous time series configuration. If you do not select the “Synchronize…” option, at 11:13 AM the chart will display data from 10:13 to 11:13. Oracle BAM 11g: Build Real-Time Dashboards 9 - 15

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The Active Now Feature

Active Now Interval (seconds): Use this setting to control how often the filter is run, which in turn determines how often the filter time window is refreshed. By default, the filter is run once a minute (that is, every 60 seconds).

ou ca can se select ect o one e opt option o o or tthe e ot other, e , not ot bot both. If you se select ect “Synchronize Sy c o e Active ct e Now o You boundaries with Continuous time series/groups,” the Active Now interval is automatically set to the number of seconds matching the time unit in your filter.

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•

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If the If check check box box is is not not selected, include only non-zero values.

Only those points in time with non-zero values are displayed.

Equivalent chart with continuous time series includes every hour.

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On the Fields tab, in the Time Groups section, the “Continuous time series” check box determines whether all of the points in the selected time series are displayed. If this check box is checked, all points are displayed, even if their values are zero, as shown in the chart on the right. If this check box is not checked, only non-zero values are displayed, as shown in the chart on the left. Notice that the non-zero values in both charts are identical.

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Continuous Time Series

Time groups create “buckets.”

Aggregate the values for each hour, regardless of the date.

Time series charts separate data according to the date.

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The examples thus far demonstrate using the “Use time series” option in the Time Groups section. As a result, each hour was treated separately according to the date on which it occurred. To group time data by hour regardless of date, for example, to see which hours of the day tend to get the most and least number of calls, select the “Use time groups” option.

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Time Series and Time Groups

You would like to display the number of orders that have come in each month for the preceding twelve months, with the window advancing as each month ends and a new month begins. Which time filter must you use when configuring the chart? a. “is greater than” and “is less than” b. “is within a time interval” c. “is within the current time period” d “is d. is within a time period” period e. None of the above

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Answer: b

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Quiz

It is March, and you would like to display the number of orders that come in during each month of this calendar year. Which time filter involves the least amount of configuration? a. “is g greater than” and “is less than” b. “is within a time interval” c. “is within the current time period” d. “is within a time period” e. None of the above

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Answer: c

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Quiz

When you use one of the three time filters, active data streaming stops. Instead, the data refreshes according to the time period or interval that is configured. a. True b. False

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Answer: b

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Quiz

You would like to know how many orders have been submitted in each calendar month regardless of the year in which the orders came in. Which option should you choose in the Time Groups section of the Fields tab? a. “Use time series” b. “Use time groups” c. None of the above

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Answer: b

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Quiz

By default, the BAM time filters use BAM Server time. If you prefer, you can configure Oracle BAM to use the time zone you specify in your Personalization settings. a. True b. False

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Answer: b

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Quiz

Use time filters to limit data and provide a useful focus for the user.

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Best Practices

In this lesson, you should have learned how to filter data based on time.

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Summary

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C Creating ti Alerts Al t

After completing this lesson, you should be able to: • Describe alerts • Create and configure alerts • Maintain alerts • View alert history

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Objectives

Oracle BAM features real-time data streaming that enables the following business-critical functions: • Monitoring performance of deployed processes • Measuring key performance indicators (KPIs) • Enabling users to take corrective actions via the dashboard • Raising alerts if SLAs are at risk of violation • Automating corrective actions Alerts reduce the time required to: • Access and analyze data • Identify and fix business problems

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In this slide, we revisit the list of Oracle BAM features that help business users. We first discussed these features in the lesson titled “Defining Action Buttons,” where you learned how to enable users to take corrective actions directly from the dashboard. In this lesson, you learn about alerts. You can notify key users if specific events occur or thresholds are passed. For example, you can learn if service-level agreements (SLAs) are in danger of being violated. In most real-time scenarios, users want to be notified of real-time updates to a dashboard as soon as a specific event occurs. These changes can be captured in a variety of ways. Within an alert, you specify the parameters to watch for. If a specified threshold is met, an email is sentt b based d on th the settings tti selected l t d iin th the alert. l t The Event Engine monitors data objects and executes user-defined rules based on changes that users want to capture. These sophisticated rules eliminate the need for query-based reporting. An email is automatically sent instantly to the right people at the right time. In addition, you can arrange for dashboards to be sent to users when specific events occur. You can even configure alerts to automate corrective actions. For example, you can update data to reassign an order to a different supplier based on slow response from the assigned supplier.

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Oracle BAM Features (Review)

Event

Frequency q y Constraint

Condition Condition Conditions

Action Action Actions

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Alerts are triggers that are fired when an event occurs. In Oracle BAM, alerts consist of four possible components. • An e event: e t Determines ete es when e the t e alert a e t iss triggered t gge ed • (Optional) A frequency constraint: Limits how often the alert fires • (Optional) One or more conditions: Additional conditions that determine if the alert fires • One or more actions: Define what happens when the alert fires

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What Are Alerts?

Event

Frequency q y Constraint

Condition Condition Conditions

Action Action Actions

• • • • • • • • • •

In three hours At 6 PM today At 6 PM on April 15, 2013 Every 30 minutes between 8 AM and 5 PM Every week starting on February 1, 2013, at 6 AM When dashboard X is modified When field Y in data object Z changes When field Y in dashboard X is less than 50 When field Y in data object Z is greater than 100 When this rule is launched by another rule

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An event determines what causes an alert to fire. When you create an alert, you select the event that will be monitored by the alert. An alert can monitor only one event.

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Sample Events

Event

Frequency q y Constraint

Not more frequently than: • Once O per hour h • Once every 10 minutes • Once every 90 seconds

Condition Condition Conditions

Action Action Actions

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As its name suggests, a frequency constraint limits how frequently a specific alert can fire. It determines how frequently the alert is evaluated. For example, if the frequency constraint is set to 10 seconds, the alert is evaluated every 10 seconds. Events that occurred in the previous 9 seconds (while the alert was asleep) are not taken into consideration.

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Sample Frequency Constraints

Event

Frequency q y Constraint

Condition Condition Conditions

If it is currently: • Between midnight and 6 AM • Between December 1 and December 31, 31 2012 • Wednesday

Action Action Actions

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You can include additional conditions to limit when the alert fires. All configured conditions must be true for the alert to fire.

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Sample Conditions

Event

•

Frequency q y Constraint

Condition Condition Conditions

• • • • •

Action Action Actions

•

Send dashboard X via email to certain users. Send a message via email to certain users users. Send dashboard X via email and escalate to a specific user after one hour. Launch rule ABC if an action fails. Delete all rows in data object Y in which fi ld Z iis equall tto 100 field 100. Call web service XYZ to update columns A, B, and C in data object Y. Run an ODI scenario.

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Actions define what should happen when an alert fires.

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Sample Actions

?

The alert should fire when the price of an order is less than or equal to 300.

?

The alert should not fire more than once in a two-minute two minute period period.

?

When the alert fires: • Send an email to the weblogic user indicating that a specific order did not meet the minimum price requirements and will therefore be deleted. • Invoke a web service to delete the order from the Orders data object.

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This slide shows the details of a sample alert.

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Sample Alert

Event

The alert should fire when the price of an order is less than or equal to 300.

Frequency Constraint

The alert should not fire more than once in a two-minute two minute period period.

Actions

When the alert fires: • Send an email to the weblogic user indicating that a specific order did not meet the minimum price requirements and will therefore be deleted. • Invoke a web service to delete the order from the Orders data object.

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The first row describes the event. The second row describes the frequency constraint, and the third row describes the actions. In the sample alert, there are no additional conditions to limit when the alert fires. Recall that both frequency constraints and conditions are optional.

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Sample Alert: Event, Frequency Constraint, Conditions Actions Conditions,

1. 2. 3. 4 4.

Specify the event. (Optional) Specify a frequency constraint. (Optional) Specify one or more conditions. Specify one or more actions actions.

You can create alerts in both Oracle BAM Architect and Oracle BAM Active Studio.

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Alerts can be created in both the Oracle BAM Architect and Oracle BAM Active Studio web applications. Both web applications provide a wizard for creating and editing alerts. When an alert rule is first created, it is automatically active active—ready ready to fire if the configured event and conditions are met.

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Creating Alerts: Steps

• •

Required One per alert

The rule expression is constructed one component at a time.

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As you proceed through the next few slides, notice that the rule expression is constructed one component at a time.

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Step 1. Specifying the Event

• • •

The frequency constraint Optional has been added. One (at most) per alert Available only for certain types of events Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Frequency constraints determine how frequently the alert is evaluated. They limit the number of alert messages that can be sent during a given time period. Because transactions can occur every millisecond, it is important to ensure that a user’s email inbox is not flooded with alerts unnecessarily. Frequency constraints are available for only those events for which constraints make sense, and there can be at most one frequency constraint per alert.

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Step 2. Specifying a Frequency Constraint

• •

Optional Up to three per alert

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Optionally, you can include additional conditions to limit when the alert fires.

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Step 3. Specifying Conditions

• •

Two actions have been added.

Required At least one per alert

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Actions define what should happen when an alert fires. You can define as many actions as you want. Run an ODI Scenario” Scenario is enabled only if Oracle Data Integrator has been installed and “Run configured.

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Step 4. Specifying Actions

Monitor KPIs and SLAs.

Schedule reports.

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Alerts are commonly used to monitor key performance indicators (KPIs) and to ensure that SLAs are met. You can configure an alert to send an email when a KPI or an SLA value that you are monitoring crosses a threshold or exceeds a limit. In the first example in the slide, the dial gauge shows average sales for a company. The alert fires when the average sales value falls below $3,000. It then sends an email to the specified user. You can also use the scheduling capabilities of alerts to email dashboards based on a time interval or regular schedule. The second example in the slide emails a link to the Average Sales dashboard to the specified user every day, starting at 5 PM GMT on January 1, 2013.

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Common Uses of Alerts

“Every day starting at 12:00 AM on March 5, 2013” is an example of: a. An event b A frequency constraint b. c. A condition d. An action e. None of the above

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Answer: a

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Quiz

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An alert can have at most one event. a. True b. False

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Answer: a

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Quiz

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An alert can have at most one condition. a. True b. False

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Answer: b

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Quiz

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An alert can have at most one action. a. True b. False

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Answer: b

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Quiz

Display the most recently triggered alerts.

Maintain alerts. Administrative users see all alerts and who created them.

Displays alerts and history for alerts that you have created Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

You can view and maintain alerts on the Alerts tab in Oracle BAM Active Studio. The Alerts History table lists the 25 most recently triggered alerts. It displays the history for alerts that the current user has created. The Alert Rules table lists all of the alerts the current user has created. Administrative users see all alerts, including those that were created by other users. They also see the Alert Owner column, which displays the name of the user who created the alert. To create a new alert, click the Create A New Alert button and complete the steps in the wizard. To maintain alerts, perform one of the actions in the Actions pane: • Edit alert: To modify an alert, select it in the Alert Rules table and click “Edit alert.” Then update the event, frequency constraint (if any), conditions (if any), and actions. • Delete alert: To delete an alert, select it in the Alert Rules table and click “Delete alert.” • Clear alert history: To remove all rows from the Alerts History list on the Alerts tab of BAM Active Studio, click "Clear alert history." The underlying data object (History) is not affected; dashboard views based on that data object are also not affected. • Copy Shortcut: To create a link to the Alerts tab in BAM Active Studio, click Copy Shortcut, copy the displayed URL, and paste it into an email or a document. Oracle BAM 11g: Build Real-Time Dashboards 10 - 21

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Viewing and Maintaining Alerts: BAM Active Studio

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Administrative users can edit and delete all alerts—alerts that they own as well as alerts created by other users. If they edit an alert they did not create and if that alert involves selecting a dashboard, they see only the dashboards to which the alert owner has access.

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Normall ((active) N ti ) Expired Invalid Normal (deactivated)

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The Alert Rules table in this slide shows a normal (active) alert, an expired alert, an invalid alert, and a deactivated alert. • Normal: o a The e alert a e t is s active act e a and d will fire e if tthe ee events e ts and a d conditions co d t o s de defined ed in tthe ea alert et are met (subject to the frequency constraint, if any). • Expired: The time defined in the alert event has passed, so it will not fire again unless the alert is edited to specify a time in the future. • Invalid: The alert has become orphaned or broken due to an error. For example, if an alert is based on a dashboard and the dashboard is deleted, the alert becomes invalid and will not fire again unless the alert is edited and the error is corrected. • Deactivated: The alert may be usable but has been deactivated temporarily. If you want an alert to be temporarily inactive, but you do not want to delete it, you can deactivate it by clearing the Activate check box for that alert. To reactivate the alert, select the Activate check box for the alert. Reactivating an alert does not cause the alert to be launched; it enables the rule so that if the specified event and conditions occur, the alert will be fired. If there is an exclamation mark next to the alert icon, the alert is unable to launch and may have ha e missing information information.

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Alert States

Maintain alerts. Administrative users see all alerts and who created them.

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You can view and maintain alerts in Oracle BAM Architect as well. Select Alerts from the list to view all of the alerts that you created. Administrative users see all alerts, including those that were created by other users. Use the links in the Alert Actions pane to create new alerts and edit or delete existing alerts.

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Viewing and Maintaining Alerts: BAM Architect

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You can find the complete alert history in the History data object, which is in the Data Objects/System/Alerts folder. Click Contents to see all the alerts that were fired. This can be useful when you are testing alerts to verify that an alert was fired.

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Viewing Alert History in BAM Architect

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Alert templates are based on common use cases. Use them to create alerts quickly.

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Creating Alerts from Templates

Select a template.

Select the report, and make other edits as needed.

For access to the full set of alert options, click "Modify this rule."

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In the Rule Creation And Edit wizard, after you select a template, the necessary rule components are created for you in the Rule Expression section. You must update those components as necessary. Note that you can click the “Modify this rule” button to get access to the full set of options with respect to events, frequency constraints, conditions, and actions.

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Modifying Alerts Created from Templates

"When this rule is launched"

Event

Event

Frequency Constraint

Frequency Constraint

Condition Condition Conditions

Condition Condition Conditions

Action Action Actions

Action Action Actions "Launch a rule" or "Launch rule if an action fails"

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You can create nested alerts, in which one alert (the primary alert) triggers another alert (the dependent alert). Create the dependent alert first, selecting the “When this rule is launched” event. Then create the primary alert, which should have an action to “Launch a rule” or “Launch rule if an action fails.” In the action, specify the name of the dependent alert. Add a frequency constraint if you want to limit the alerts that are sent within a given time period.

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Creating Chained (Nested) Alerts

Enter text as needed.

(Optional) Select dashboards.

(Optional) Select fields or parameters and insert into subject or body of email.

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Email messages that are configured as actions for alerts can contain text as well as usernames, field values, links to dashboards, and dashboard parameter values. They can also include the date and time the event occurred. If you want to include field values in an alert message, the event must be based on a change to the data. Using the Alert Message dialog box, you can define both the subject and body of the email, and both can include plain text as well as data object fields, parameter values, and so on. To include field or parameter values, select them from the special fields box in the lower-left corner of the window. Then click either “Insert into subject” or “Insert into text.” If you select a dashboard in the box in the lower-right corner, the following additional fields appear in the special fields box: • Send Report Name • Send Report Owner • Send Report Link

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Configuring Email Message Actions

•

Before configuring alerts that send emails: – Configure the Outbound Email Account property on Oracle BAM server – Configure g Oracle User Messaging g g Service ((UMS)) so that alerts are delivered to Oracle BAM users

• •

Users must log in to Oracle BAM at least once (or be registered by the Administrator) to receive alerts. To send alerts to non-BAM users, set the AlertActionAllowExternalEmail p property p y to true in the BAMCommonConfig.xml file. – This feature is available only for the "Send a report via email" and "Send a message via email" actions.

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Alerts are sent via email, and there are email setup requirements you must complete before using alerts: • Co Configure gu e tthe e Outbou Outbound d Email a Account ccou t p property ope ty to po pointt to a ded dedicated cated e email a accou accountt that will appear in the From header of email notifications sent by the Oracle BAM Event Engine. • Configure Oracle User Messaging Service (UMS) so that alerts are delivered to Oracle BAM users. For details, see the lesson titled “Oracle BAM Administration” as well as the Oracle Fusion Middleware Administrator's Guide for Oracle SOA Suite and Oracle Business Process Management Suite. S

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Email Setup Requirements for Alerts

Configure the parameter values that are passed to the dashboard when the specified user opens it.

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You can configure alerts that send dashboards with parameter values that you specify in the alert configuration. The “Send Send a parameterized message message” option is available for the following events: • When a data field changes in a data object • When a data field in a data object meets specified conditions To configure this action, create the message in the Alert Message dialog box (as shown earlier) and use the “Alert Action Parameter Creation and Edit” dialog box (shown in this slide) to set the parameter values that you want the dashboard to use when it is opened by a specific p user. ((Note: The dashboard must use p parameters.)) Populate p the User and Report p fields either with predefined values or dynamically from a field in a data object. Then add parameters in the Report Parameter Values section. You can also send parameterized messages for every matching row in a data object. You can configure this action with any event. When this action is invoked, the rows in the data object that match the filter criteria are used to construct the email message that is sent out to the recipients. F more details, For d il see the h Oracle O l F Fusion i Middl Middleware D Developer's l ' G Guide id ffor O Oracle l SOA S Suite it 11g Release 1.

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Defining Alerts That Send Dashboards with Parameter Values

2

1

4

3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

You can use alerts to call external web services. For example, you can configure an alert to invoke a BPEL process when a threshold is met in a BAM data object or dashboard. The web service action has a sophisticated client that is dynamic and can invoke any service by reading a Web Services Description Language (WSDL) file at run time. To configure an alert to call a web service, perform the following steps: 1. In the “Select an Action” list, select the “Call a Web Service” check box. 2. In the Alert Web Services Configuration window, specify the WSDL of the web service, specify user credentials, specify the Endpoint URL, and select an operation. 3. Attach policies and map parameters as needed. When you have finished, the Rule Expression section will include the web service invocation. When the alert is triggered, the web service is invoked.

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Using Alerts to Call a Web Service

Sample external action

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If your requirements cannot be met by the actions provided by Oracle BAM, you can extend the action options by developing custom actions called external actions. To register these actions with Oracle BAM so that they appear in the user interface, perform these tasks: 1. Ensure that the EventEngine interface is implemented. 2. Develop an action around the EventEngine interface: a. Write Java code. b. Bundle the compiled code in a JAR file. c. Register it in Oracle BAM Architect as an action in the “System/Alerts/External Actions” data object. j 3. Select and configure the external action when you define actions for an alert.

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Using Alerts to Call a Custom External Action

•

Monitors events – Complex data, time, and date – Hierarchical

•

Monitors conditions and frequency constraints – Time and date – Event data

•

Executes actions – – – – –

Sending text, a dashboard, or a dashboard link L Launching hi another th rule l Running an ODI process Calling a web service Invoking a user-defined external action

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The Event Engine monitors complex data conditions and implements user-defined rules. The Event Engine continuously monitors the information in the ADC and Report Cache for certain conditions and executes the actions defined in the alerts that fire.

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Event Engine

Which tools can you use to create and maintain alerts? (Choose all that apply.) a. Oracle BAM Active Studio b Oracle BAM Active Viewer b. c. Oracle BAM Administrator d. Oracle BAM Architect

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Answer: a, d

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Quiz

In Oracle BAM, which of the following can you include in an email that is sent by an alert? (Choose all that apply.) a. Plain text b Data object fields b. c. Dashboard parameters d. Dashboard prompts e. A link to a dashboard f. None of the above

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Answer: a, b, c, d, e

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Quiz

Which of the following actions can be triggered by an Oracle BAM alert? (Choose all that apply.) a. Send a dashboard via email. b Send a message via email. b. email c. Launch an alert. d. Delete a row from a data object. e. Insert a row into a data object. f. Update a row in a data object.

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Answer: a, b, c, d, e, f

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Quiz

This practice covers the following topics: • Creating and testing an alert that invokes a web service action • Viewing alerts in a dashboard • (Optional) Creating an alert based on a template

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Practice 10 Overview: Creating Alerts

In this lesson, you should have learned how to: • Describe alerts • Create and configure alerts • Maintain alerts • View alert history

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Summary

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D i i Designing Effective Eff ti Dashboards D hb d

After completing this lesson, you should be able to: • Describe best practices for designing dashboards • Configure view properties to optimize effectiveness

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Objectives

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• • Effective dashboard design Formatting views

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Lesson Agenda

Before you design your dashboard, answer these questions: • Who will use the dashboard? • What questions are users trying to answer with the information in the dashboard? • What KPIs and SLAs are of importance to users? • Where is the data coming from and what type of data is it? • What actions may be required based on the information in the dashboard?

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An important part of designing dashboards is knowing who your users are and how they will use the dashboard. Before building a dashboard, ask yourself the following questions: o will use the e das dashboard? boa d Will it be the e management a age e o or ope operations a o s sstaff? a Ensure su e • Who that the level of detail is relevant to the audience. For example, management may want more summaries, whereas operations staff may require more detail. • What questions are users trying to answer with the information in the dashboard? You need to know the types of questions before you can provide what the user needs to deduce the answers. • What KPIs and SLAs are important to users? Providing a clear visual representation of th KPI and the d SLA information i f ti is i a ffeature t off an effective ff ti d dashboard. hb d Id Identifying tif i th the KPIs and SLAs helps you determine how and where to present them. • Where is the data coming from and what type of data is it? You need to know where the data originates if you are configuring the appropriate Enterprise Message Sources and planning how to get the data into Oracle BAM. Knowing this information also helps provide context to the data based on the type of application that generates the data. The type of data is also important because different types of data have different display format options and can be used in different ways with the dashboard. For example, you can use numerical data in calculations and you can format numerical data as currency, whereas you cannot use string data in a similar fashion. Oracle BAM 11g: Build Real-Time Dashboards 11 - 4

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Defining Requirements

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• What actions may be required based on the information in the dashboard? This helps determine what alerts and actions are required.

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When designing the layout of your dashboard, take the following into account: • Contrast: Sharp contrasts help elements stand out. • Size: The eye is drawn to larger items first, first so make important elements larger than elements of lesser importance. • Location: Users usually start viewing at the top, so put elements that you want them to find more readily at the top The proximity of elements can suggest an association top. between the elements.

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The layout of the components on the dashboard directly affects the readability of the information displayed. When designing the layout, consider the following: Contrast: t ast When e the e contrast co as of o a an e element e e is s ssharper, a pe , it sstands a ds ou out more. o e Co Consider s de • Co making important elements more visible by using high-contrast colors or borders. • Size: The eye is drawn to larger items first, so make important elements larger than elements of less importance. Keep in mind, however, that if you have a large number of elements to include on your dashboard, space will be at a premium. Simply increasing the width of a border around an element can sometimes make it appear larger. • Location: L ti U Users usually ll read d ffrom ttop tto b bottom, tt so th the elements l t th thatt you wantt th them to find more readily should be placed at the top of the screen. If you want to convey a relationship between elements, group them together. Proximity can suggest a relationship. To clearly show a relationship, consider drawing a border around the elements.

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Designing the Layout

When to use: • Arrows • Gauges • Bar charts • Pie charts • Line charts • Area charts • Lists

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With several options to display data, it is sometimes difficult to decide what view type to use. Here are some suggestions for best practices: o s Arrows o sa are e use useful u when e you want a to o sshow o how o a metric e co or KPI be behaves a es o over e • Arrows: a period of time. • Gauges: A gauge works well when you want to be able to quickly assess data that is dynamic and changes over time along a relative scale. Gauges stand out and probably draw the eye to them faster than other view types. Because of this, they are good for critical data that you want to highlight. • Bar charts: Bar charts work well with categorical data and are good at showing the relationship l ti hi off d data t elements l t within ithi a series. i Th The way a b bar chart h t iis llaid id outt makes k it easy to visually compare the bars of data with one another. Bar charts become less effective if one of the categories, or bars, is much larger than the other bars. This is because the axis values will have to be scaled to fit the larger bar and the other bars can become too small to be interpreted clearly. • Pie charts: A pie chart works best with a smaller set of data elements (if there are more than 10, they can become difficult to read). Also, keep in mind that when pie slice values are similar, it is sometimes difficult to discern whether one pie slice is larger than another. Consider using pie charts for summary data instead of low-level detail data. Oracle BAM 11g: Build Real-Time Dashboards 11 - 7

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Choosing the Best View Type

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Line charts: Line charts are ideal when you want to analyze measurement trends over time (rather than perform side-by-side comparisons of measurements). A common use of line charts is to show time along the x-axis and measurements of data along the y-axis. Area charts: Area charts are useful when you want to analyze measurement trends over time for multiple sets of data. Each set can be represented with a different color for easy comparison. Lists: Lists are best when you need to show a large number of detailed values. Non-numerical data or data that does not fit well in other chart types is best displayed in lists.

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•

The physical properties of a view are controlled by the Properties tab that is accessible from the View Editor.

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The physical properties of a view are controlled by the various Properties tabs in the View Editor. You learn more about these physical properties in the next section of this lesson. Each view type has its own set of physical properties, so the properties displayed in the View Editor reflect the view type you are currently editing.

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Adjusting a View’s Physical Properties

Report beautification is not just about making a dashboard report look pretty. It is about making a dashboard easy to interpret and increasing the dashboard’s readability so that users can make effective decisions in an efficient manner.

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Beautification is an important part of developing dashboards. The beautification process involves more than making a dashboard look pretty; it is about increasing the readability and usefulness of the dashboard. Dashboards need to be designed in a way that enables users to easily interpret the values on the dashboard, and then make effective business decisions or take necessary actions in an efficient manner.

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Report Beautification

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• • Effective dashboard design Formatting views

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Lesson Agenda

Depending on the view type, the General tab provides an interface to: • Change the view title • Display a button to present additional information • Display a button to allow the view to be undocked • Adjust Axis and Group labels • Display a legend • Define a value to be displayed when the chart contains no data

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The General tab has properties to control the following: • View title: By default, the view title is the view type. It is a good idea to change this to e ec the e co contents e so of the e view e o or leave ea e it b blank a for o views e s that a do not o require equ e a title. e reflect • Chart title: Some view types have a “Chart title” property that you can set to a title of your choice. You can also choose one of the field values from the data object on which the view is based. • Display additional info button: Use this property to provide additional descriptive information for the view. It adds an information button on the view's title bar. When the user clicks this button, the text that was entered for the property is displayed. • Allow View to be detached from report: This property allows the user to undock the view from the main report. Adjust window properties by clicking the “Click here to edit window features” link. • Axis and Group labels: For charts that have axes or groups, you can adjust the labels shown for them from the General tab. • Display Legend: Select this property if you want to display a legend. Select where to display the legend: bottom bottom, top top, left left, or right right. • Show When Chart Empty: Enter the text that you want to display if there are no values in the chart. Oracle BAM 11g: Build Real-Time Dashboards 11 - 12

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General Properties

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Specify the axis minimum and maximum, and control the increment marks. Display a secondary axis and control its axis minimum, maximum,, and increment marks. Toggle the display of gridlines.

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On the Axis tab, you can control the following properties: • Auto Axis: Select this property to have the axis minimum, maximum, and increment a ues de determined e ed au automatically. o a ca y If you want a to o cchoose oose you your o own values, a ues, make a e su sure e values that this property is not selected, and then enter the values you want to use. • Display Secondary Axis: Some view types have the option to display a secondary axis (for example, the Combo Chart). Select this property if you want to display a secondary axis. Select the Auto Secondary Axis property if you want the axis minimum, maximum, and increment values to be determined automatically. If you want to select your own values, make sure that this property is not selected, and then enter the values you want to use use. • Show Gridlines: Select this property if you want to display gridlines; deselect it if you do not.

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Adjusting Axis Settings

Specify whether the data labels should display the following: • Value • Percent • Series Name

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On the Data Labels tab, you can select whether the data labels should contain the following: • Value • Percent • Series Name Each option is controlled by a check box. Select the options that you want to include in the data label. You can select multiple options.

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Controlling Data Labels

Use the Shading tab to make changes to the background and borders of the view: • Adjust the background color. • Display an image in the background background. • Control border and margin settings. • Show different colors for alternate rows in a list.

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Using the Shading tab, you can adjust the background and shading settings for the view and the view title. From the Apply To list, select the view element that you want to adjust (View or View Title). For both the view and view title, you can adjust the following settings: • Set the background color: Click the button to the right of the Color field to display the available colors. • Control border and margin settings: Use the lists for the various borders to select the border style, color, and margin size. y, you y can: For the view only, • Display an image: You can choose to display an image in the background. Select the Image check box, and then click the Browse button to select an image file to be displayed in the background. Select images that do not distract from the dashboard itself. High-contrast or brightly colored images can make the dashboard hard to read. Consider using images that are slightly transparent, so that they do not overshadow the dashboard contents. Use the option buttons to control whether the image should be centered centered, tiled tiled, or stretched to fit the view boundary boundary. If you add a background image to the view, then on export, you will have to copy that image and then reset the view in the newly imported dashboard Oracle BAM 11g: Build Real-Time Dashboards 11 - 15

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Adjusting Background and Shading Settings

Show alternate rows in a list in a different color: For most list view types, you can select the Alternate Band check box and select a color to show a different row color for alternating rows in the list. You can additionally select how often to display the different color.

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Control the alignment of the view title. Adjust the column heading value and alignment for view fields.

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Use the properties on the “Text & Align” tab to adjust column headings and alignment. From the Apply To list, select the view element that you want to adjust. For each field in the view, you can customize column heading titles. For some view fields, you can modify the following properties: • Horizontal justification • Vertical justification • Wrapping styles • Width and height settings For the view title, you can adjust only the justification settings on this tab.

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Adjusting Column Headings and Alignment

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Control the data formatting for field values and data labels in the view. Specify a value to be displayed when a field value is zero. Specify a value to be displayed when a field value is null null.

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Using the Value Format tab, you can adjust the data format of the data values displayed in the view. From the Apply To list, select the view element that you want to adjust. Select the category that best represents the data, and then make additional selections and adjustments. Each category has its own settings applicable to that category of data. To display custom text when a field value is zero, select the Zero check box and enter the text you want to display. Similarly, select the NULL check box and enter text in the field below this check box to display custom text when a field value is null.

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Defining Value Formats

Select from 11 color schemes to best represent your data.

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You can select color themes for chart views and the Crosstab and Matrix views, but not for Summary Crosstab views. To use preconfigured color schemes for a view, use the Themes tab. Select the color scheme that you want to use. If your chart includes only two colors, the colors are applied in the order listed in the color scheme.

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Using Themes

Control the font settings, including font, style, size, color, and effects for: • View title • Field values • Data labels • Axis labels • Legend text

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Using the Font tab, you can adjust the font for the various elements and fields displayed in the view. From the Apply To list, select the view element that you want to adjust. Then select the font, style, size, color, and effects you want to apply to that element.

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Adjusting Font Settings

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Select the color to highlight fields when data changes. Select whether to display the new transaction color. Control the length of time that highlights are displayed when changes occur. occur Set a view-level Poll Mode refresh interval. Control chart movement during transitions.

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Use the properties on the Active Data tab to format the look of active data as it is added to the view. To highlight new data, click the New Transaction Color box to select the color that you want to use, and select the Show New Transaction Color check box. To set the duration of the highlighting, enter a value in milliseconds in the New Transaction Highlight Interval field. Select the Poll Mode check box to configure the selected view in poll mode. Enter a number (representing seconds) for the view-level refresh interval. For chart views with rapidly changing data, you can improve performance by selecting the “Disable chart movement on transition” check box and by deselecting the “Show New Transaction Color” check bo box.

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Highlighting Active Data

1 2

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You can specify that you want to retrieve dashboard data at configured intervals. This is especially useful and is applicable to active data views and dashboards that are based on external data objects. For dashboards in which the volume of data is large and the data changes frequently, you can set a time delay so that more data accumulates before each active data retrieval. Determining the ideal amount of time requires trial and error. This setting affects all of the dashboard views that display active data. To set a data retrieval interval: 1. Open a dashboard for editing and, in the Actions pane, select Change Report Properties. The Report Properties dialog box opens. 2. Click the Advanced tab. 3. Select the second option under Active Data retrieval interval, and enter a number for the refresh interval in milliseconds. By default, the active data interval is set by the administrator, and the default value is 1,000 milliseconds. However, the administrator may have changed the default interval. 4. Click OK to save your changes and close the dialog box.

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Setting Active Data Retrieval Interval

Control the color of bars, lines, pie slices, and fields that represent the field values in the view. • The Automatic option uses colors from the theme selected for this view.

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Using the Patterns tab, you can change the color of elements such as bars, lines, pie slices, and fields. By default, all elements are set to Automatic, meaning that the colors are chosen based on the theme selected on the Themes tab. To override this behavior for a specific view element, select it from the Apply To list. Then select Custom and click the box to the right of Custom to select the desired color.

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Adjusting Patterns

For bar charts and line charts, you can display a target line. • Specify the value at which you want to show the line. • Display the value with the line. • Provide a data target label that appears when the user user’s s cursor moves over the target line. • Select the style, color, and thickness of the line.

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For bar charts and line charts, you can display a line representing a target value. On the Target tab, select the Use Data Target check box and enter a value in the Data Target Value field. This is the value at which the line will be positioned. If you want to display this value in the view, select the Show Target Value check box. Enter a data target label that appears when the user’s cursor moves over the target line (this is required). Select the dash style to use, and click the box to the right of this list to select a color for the target line. Set the dash thickness by entering a value (representing pixels) in the Dash Thickness field.

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Including a Target Line

Adjust the back depth of 3D elements.

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For all three-dimensional (3D) view types, you can control the depth of the 3D element by using the 3D View tab. Enter a numeric value in the Back Depth field. Higher numbers represent deeper 3D effects.

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Adjusting 3D View Settings

For optimum performance: • Limit a dashboard to four to six views. – Keep in mind that Oracle BAM pushes updates to the dashboard.

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Do not include too many list views in a dashboard. Design your dashboard for specific KPI and SLA monitoring. Design dashboards for specific audiences. F dashboards For d hb d with ith surface f prompts, t do d nott select l t All as the default. When testing performance, consider the number of concurrent users as well as dashboard usage and the types of events that are expected. Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Design dashboards for specific KPI and SLA monitoring, and for specific audiences. For reusability purposes, use the Dashboard or Tab views. When you define surface prompts in dashboards, you can make the All option available to users. However, do not specify All as the default because that increases dashboard load time. In Business Intelligence reporting, users frequently need to display all of the data. However, Oracle BAM is not intended to be a Business Intelligence tool—rather, it is an in-memory real-time engine that continually pushes data to the dashboard. Therefore, you should determine the real requirements and design your dashboard accordingly.

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Best Practices

This practice covers the following topics: • Improving the readability and usefulness of My Fusion Order Dashboard (title and formatting of all four views) • Running scripts to add data to the Active Data Cache Cache, and viewing My Fusion Order Dashboard as it is updated

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Practice 11 Overview: Enhancing Dashboards

In this lesson, you should have learned how to: • Describe best practices for designing dashboards • Configure view properties to optimize effectiveness

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Summary