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BI & Warehousing

How We Deliver Agile OBIEE Projects – Introducing ExtremeBI

Rittman Mead Consulting - Wed, 2014-06-04 04:56

Most OBIEE projects that we see are delivered through some sort of “waterfall” method, where requirements are defined up-front, there’s several stages of development, one or more major releases at the end, and any revision to requirements takes the form of a change request. These work well where requirements can be defined upfront, and can be reassuring to customers when they want to agree a fixed-price up-front with every subsequent change clearly costed. But, as with the development world in general, some customers are starting to look at “agile” methods for delivering BI projects, where requirements emerge over the course of a project, there isn’t so much of a fixed design or specification at the start, but instead the project adds features or capabilities in response to what are called “user stories”, making it more likely in-the-end that what ends-up getting delivered is more in-line with what users want – and where changes and additions to requirements are welcomed, rather than extra-cost change requests.

OBIEE naturally lends itself to working in an agile manner, through the three-layer nature of the repository (RPD); by separating the physical representation of the source data from how it is then presented to the end-users, you can start from the off with the dimensional model that’s your end goal, and then over time evolve the back-end physical layer from pointing directly at the source system to instead point at a data warehouse or OLAP cube. In fact, I covered this approach back in 2008 in a blog post called “A Future Oracle OBIEE Architecture” where I positioned OBIEE’s BI Server as a “business logic layer”, and speculated that at some point in the future, OBIEE might be able to turn the logical > physical mappings in the RPD into actual ODI mappings and transformation.

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In the end, although OBIEE’s aggregate persistence feature gave us the ability to spin-off aggregate tables and cubes from the RPD logical model, full ETL “push-down” never came although you can see traces of it if you have a good poke around the DLLs and directories under the BI Server component. What did happen though was Exadata; with Exadata, features such as SmartScan, and its ability to do joins between normalised tables much faster than regular databases meant that it became possible to report directly against an OLTP schema, or a ODS-like foundation layer, only adding ETL to build a performance star schema layer if it was absolutely necessary. We covered this in a series of posts on Agile Data Warehousing with Exadata, and the focus of this method was performance – by adding Exadata, and the metadata flexibility in OBIEE’s RPD, we could deliver agile projects where Exadata gave us the performance even when we reported directly against a third-normal form data source.

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And this approach worked well for our customers; if they’d invested in Exadata, and were open to the idea of agile, iterative development, we could typically deliver a working system in just a few months, and at all times what the users got was what they’d requested in their user story backlog. But there were still ways in which we could improve this method; not everyone has access to Exadata, for example, and reporting directly against a source system makes it tricky to add DW features like history, and surrogate keys, so recently we introduced the successor to this approach, in the form of an OBIEE development method we called “ExtremeBI”. Building our previous agile work, ExtremeBI introduced an integration element, using GoldenGate and ODI to replicate in real time any source systems we were interested in to the DW foundation layer, add the table metadata that DW systems expect, and then provide a means to transform the logical to physical RPD mappings into ODI ETL specifications.

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But in a way, all the technical stuff is by-the-by; what this means in practice for customers is that we deliver working systems from the first iteration; initially, by reporting directly against a replicated copy of their source system (with replication and metadata enhancement by GoldenGate, and optionally ODI),and then over subsequent iterations adding more end-user functionality, OR hardened ODI ETL code, all the while driven by end-user stories and not some technical design signed-off months ago and which no longer reflects what users actually want.

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What we’ve found though from several ExtremeBI customer engagements, is that it’s not just down to the technology and how well ODI, OBIEE and GoldenGate work; the major factors in successful projects are firstly, having the project properly pre-qualified at the start; not every project, and not every client, suits agile working, and agile works best if you’re “all in” as opposed to just agreeing to work in sprints but still having a set-in-stone set of requirements which have to be met at a certain time. The second important success factor is proper project organisation; we’ve grown from just a couple of guys with laptops back in 2007 to a fully-fledged, end-to-end development organisation, with full-time delivery managers,a managed services desk and tools such as JIRA, and you need to have this sort of thing in place, particularly a project management structure that’s agile-friendly and a good relationship with the customer where they’re fully-signed up to the agile approach. As such, we’ve found the most success where we’ve used ExtremeBI for fairly technically-savvy customers, for example a MIS department, who’ve been tasked with delivering something for reasonable price and over a short amount of months, who understand that not all requirements can be delivered, but really want their system to get adopted, delight their customer and focus its features on what’s important to end-users.

As well as processes and a method, we’ve also developed utilities and accelerators to help speed-up the initial setup, and ensure the initial foundation and staging layers are built consistently, with GoldenGate mappings already put in place, and ready for our developers to start delivering reports against the foundation layer, or use these foundation-layer tables as the basis of a data mart or warehouse build-out. The screenshot below shows this particular tool, built using Groovy and run from within the ODI Studio user interface, where the developer selects a set of source tables from an ODI model, and then the utility builds out the staging and foundation layers automatically, typically saving days over the manual method.

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We’ve also built custom KMs for ExtremeBI, including one that uses Oracle Database’s flashback query feature to pull historical transactions from the UNDO log, as an alternative to Oracle Streams or Oracle GoldenGate when these aren’t available on the project.

All together, using Rittman Mead’s ExtremeBI method along with OBIEE, ODI and optionally GoldenGate has meant we’ve been able to deliver working OBIEE systems for customers over just a few months, typically for a budget less than £50k. Coupled with cloud hosting, where we can get the customer up-and-running immediately rather than having to wait for their IT department to provision servers, we think this the best way for most OBIEE11g projects to be delivered in the future. If you’re interested, we’ve got more details on our “ExtremeBI in the Cloud” web page, or you can contact me via email – mark.rittman@rittmanmead.com – if you’d like to discuss it more,

Categories: BI & Warehousing

GoldenGate and Oracle Data Integrator – A Perfect Match in 12c… Part 1: Getting Started

Rittman Mead Consulting - Fri, 2014-05-30 14:13

Over the years, I’ve blogged quite a bit about integration between Oracle Data Integrator and GoldenGate, and how to make it all work with the Oracle Reference Architecture. With the release of the 12c versions of ODI and GoldenGate last October, and a soon-to-be-updated reference architecture, it’s time to write a few posts on the subject again.

Getting Started with 12c

First, let me describe the new Journalizing Knowledge Module (JKM) that has been introduced in ODI 12c for integration with GoldenGate: JKM Oracle to Oracle Consistent (OGG Online). This JKM now allows GoldenGate to be setup in an “online” mode, meaning the GoldenGate parameter files and process groups will be configured and installed on the source and target GoldenGate servers. ODI communicates with the GoldenGate JAgent to perform the installation. The “offline” mode still exists as it did in the 11g version of the JKM, in which the parameter files, etc. are created in a temporary location, and then manually moved to the source and target. I’ll use the “online” JKM throughout this series of posts.

Another change to how Journalizing is implemented for GoldenGate in ODI is the Model to which the JKM is applied. In ODI 11g, the GoldenGate JKM was always applied to the Model containing the target tables, leaving the source table metadata completely out of the picture. This made sense, as GoldenGate handled everything on the source side. Now in ODI 12c, the source tables are reverse engineered and the JKM applied to the source Model. This allows the source table to be used in a single mapping for both the initial load and incremental load of the performance layer through the use of ODI 12c deployment specifications. The target, or fully replicated table, is no longer necessary in the metadata. We’ll talk through this concept in more detail later on.

Reference Architecture Update

Finally, before we get into the details, let’s go over the latest (yet to be released, I might add) version of the Oracle Information Management Reference Architecture. It was first presented by Stewart Bryson and Andrew Bond (Oracle) at the Rittman Mead BI Forum in Brighton (which is why I was given the OK to mention it pre-release!).

Information Management - Logical View

This latest reference architecture is not much different than previous versions. The main difference that pertains to this blog post is that the Staging Layer has been renamed the Raw Data Reservoir. If you look through the presentation by Stewart and Andrew, you’ll see that the many of the principles remain the same. They also describe more about an Agile approach to implementing the reference architecture, using GoldenGate, OBIEE against transactional schemas, and eventually ETL development using ODI, a methodology we here at Rittman Mead use with our clients, and call ExtremeBI. Look for the official release of the latest Information Management Reference Architecture in the next couple of months.

In this blog series, we’ll look at how to load the Raw Data Reservoir and Foundation Layer using GoldenGate, and subsequently load the Access and Performance Layer with Oracle Data Integrator Mappings. If you recall from my 11g posts on the subject, we don’t need to load these layers in sequence. GoldenGate will allow the extract of source data once and replication to multiple targets in parallel.

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Now that we’ve gone through some of the updated concepts for 12c and the Reference Architecture, let’s look at the high-level steps that must be taken in order to implement GoldenGate and ODI integration.

  • Install GoldenGate on the source and target servers – including JAgent configuration
  • Edit the “JKM Oracle to Oracle Consistent OGG (Online)” Knowledge Module (enable Foundation Layer load)
  • Setup ODI Topology (database schema and GoldenGate connections)
  • Setup and start Journalizing on the source Model
  • Develop Mappings for initial load and incremental load
  • Perform initial load and start replication

There is quite a lot of detail to add to these steps, so let’s get right into it.

GoldenGate 12c Installation and JAgent Configuration

The install of GoldenGate 12c is pretty straight-forward, so I don’t plan on going into much detail here. A step-by-step guide can be found on the DBASolved blog, with the installation setting up and starting the manager process and creating the necessary subdirectories. We then need to configure the JAgent on both the source and target GoldenGate installations, enabling ODI to communicate with GoldenGate during the “online” JKM start journalizing process, which will automatically configure and start the GoldenGate process groups. Setting up the JAgent for ODI integration is essentially the same as if you were setting up Oracle Enterprise Manager integration with GoldenGate.

First, you’ll notice that the file jagent.prm exists in the dirprm directory after installation completes. This parameter file will be used by the jagent process once started in GGSCI.

JAgent.prm

Next, we need to enable monitoring of GoldenGate by adding an entry, ENABLEMONITORING, to the GLOBALS file. Create the GLOBALS file (with no extension) in the GoldenGate home directory and open it in your favorite text editor. Simply add the line to enable monitoring, close and save the file.

Edit GLOBALS file

To allow secure communication between ODI and GoldenGate, we must create an Oracle Wallet with a password for JAgent. From the GoldenGate install directory, run the password agent. This will create the cwallet.sso file in the dirwlt subdirectory.

Create Oracle wallet

We’re almost there! Now we need to make a slight change to the Config.properties file in the cfg directory under the GoldenGate home. Edit this file and make the following changes:

Set the agent type to Oracle Enterprise Manager. If left as the default OGGMON, the JAgent will attempt to register with the Monitor server, which most likely is not installed.

agent.type.enabled=OEM

Under the JMX Username, add the line to signify that SSL is not being used by JAgent (unless SSL is actually being used!).

monitor.jmx.username=cmroot
jagent.ssl=false

Finally, ensure the JAgent port is unique across all installations, and on the server in general. In my example, I’m using a single Virtual Machine to host both the source and target GoldenGate installations, so I need to be careful about which ports are in use.

jagent.rmi.port=5571

Before starting the JAgent, go ahead and stop, then start the Manager process to ensure all changes have been initialized. Then, start the JAgent and check to ensure both Manager and JAgent are running. That completes the GoldenGate installation and JAgent configuration.

Start JAgent

If you want to just skip all of this installation work and get right to it, you can always download the Prebuilt Machine for Oracle Data Integrator 12c. It’s a VirtualBox VM with ODI 12c and GoldenGate 12c already installed and configured to work with the Getting Started Guide. The JAgent is already configured on the source and target GoldenGate installations, making it easy to get up and running. This is a great resource that the Oracle Data Integration product team has provided, and it sounds like they plan to continue adding to it in the future.

In Part 2 of the blog post series, we’ll edit the JKM to enable parallel load of the Raw Data Reservoir and Foundation Layer, as well as begin setup of the ODI Topology and metadata.

Categories: BI & Warehousing

Data Warehouse for Big Data: Scale-Up vs. Scale-Out

Dylan Wan - Thu, 2014-01-02 15:33

Found a very good paper: http://research.microsoft.com/pubs/204499/a20-appuswamy.pdf


This paper discuss if it is a right approach of using Hadoop as the analytics infrastructure.


It is hard to argue with the industry trend.  However, Hadoop is not
new any more.  It is time for people to calm down and rethink about the
real benefits.

Categories: BI & Warehousing