Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Installation Guide Release 2.5.0.0.1 E48999-02 May 2014 Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Installation Guide, Release 2.5.0.0.1 E48999-02 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. 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Contents Preface................................................................................................................................................................................. i-i Audience............................................................................................................................................................................................... i-i Prerequisite Knowledge...................................................................................................................................................................... i-i Related Documents............................................................................................................................................................................ i-ii Conventions......................................................................................................................................................................................... i-ii Acronyms............................................................................................................................................................................................ i-iii Chapter 1 Introduction...................................................................................................................................................................... 1-1 About Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards.................................................. 1-1 About Oracle Utilities Analytics Installation................................................................................................................................. 1-2 What’s New in Oracle Utilities Analytics v2.5.0.0.1?................................................................................................................... 1-2 Chapter 2 Installation Overview........................................................................................................................................................ 2-3 Application Architecture.................................................................................................................................................................. 2-4 Installation Types............................................................................................................................................................................... 2-5 Initial Installation............................................................................................................................................................... 2-5 Upgrade............................................................................................................................................................................... 2-5 Demo Installation.............................................................................................................................................................. 2-6 Installation Components.................................................................................................................................................................. 2-6 Installation Scenarios......................................................................................................................................................................... 2-7 Media Pack Components................................................................................................................................................................ 2-12 Documentation Packages............................................................................................................................................... 2-12 Installation Packages....................................................................................................................................................... 2-13 Supported Source Application Versions...................................................................................................................................... 2-13 Chapter 3 System Requirements and Supported Platforms............................................................................................................. 3-14 Operating Systems and Application Servers................................................................................................................................ 3-14 Additional Notes on the Supported Platforms........................................................................................................................... 3-16 Oracle Unbreakable Enterprise Kernel....................................................................................................................... 3-16 Oracle Database Server.................................................................................................................................................. 3-16 Oracle VM Support......................................................................................................................................................... 3-16 Oracle Support Policy on VMWare............................................................................................................................. 3-16 Chapter 4 Planning the Oracle Utilities Analytics Installation........................................................................................................ 4-17 Prerequisite Software....................................................................................................................................................................... 4-17 Prerequisite Software for Oracle Utilities Analytics Database Component........................................................... 4-18 Prerequisite Software for Oracle Utilities Analytics ELT Component based on Oracle Data Integrator........ 4-18 Prerequisite Software for Oracle Utilities Analytics ETL Component based on Oracle Warehouse Builder.. 4-18 Prerequisite Software for Oracle Utilities Analytics Dashboard Component....................................................... 4-18 Prerequisite Software for Oracle Utilities Analytics Admin Tool Component..................................................... 4-19 Installation Checklist....................................................................................................................................................................... 4-19 Contents - i Oracle Utilities Analytics Installation Guide Chapter 5 Oracle Utilities Analytics Initial Installation.................................................................................................................. 5-20 Initial Installation Procedure.......................................................................................................................................................... 5-20 Installing Oracle Utilities Analytics Database Component...................................................................................... 5-21 Installing Oracle Utilities Analytics ELT Component Installation based on Oracle Data Integrator............... 5-26 Installing Oracle Utilities Analytics ETL Component based on Oracle Warehouse Builder.............................. 5-45 Installing Oracle Utilities Analytics Dashboard Component................................................................................... 5-53 Installing Oracle Utilities Analytics Admin Tool Component................................................................................. 5-63 Post-installation Checklist............................................................................................................................................................. 5-63 Chapter 6 Upgrading Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dash- boards.............................................................................................................................................................................. 6-64 Supported Upgrade Paths............................................................................................................................................................... 6-64 Upgrading Oracle Utilities Analytics for Oracle Utilities Customer Care and Billing.......................................................... 6-64 Prerequisites for Upgrade.............................................................................................................................................. 6-65 Phase 1: Preparing the Source and the Target Systems............................................................................................. 6-65 Phase 2: Running the Last Load Using the OWB ETL Jobs and the Oracle GoldenGate Sync Startup......... 6-66 Phase 3: Upgrading the Data Warehouse and Starting Up of the Oracle Data Integrator ELT Jobs............... 6-70 Phase 4: Upgrading the Oracle Business Intelligence Enterprise Edition Components..................................... 6-71 Upgrading Oracle Utilities Analytics............................................................................................................................................ 6-71 Upgrading Oracle Utilities Analytics Database Component.................................................................................... 6-72 Installing Oracle Utilities Analytics ELT Component based on Oracle Data Integrator.................................... 6-78 Upgrading Oracle Utilities Analytics ETL Component based on Oracle Warehouse Builder........................... 6-97 Upgrading Oracle Utilities Analytics Dashboard Component.............................................................................. 6-105 Installing Oracle Utilities Analytics Admin Tool Component.............................................................................. 6-115 Post-installation Checklist........................................................................................................................................................... 6-115 Chapter 7 Demo Installation Procedure......................................................................................................................................... 7-116 Installing Oracle Utilities Analytics Demo Database Component........................................................................................ 7-116 Copying and Decompressing the Install Media....................................................................................................... 7-116 Creating the Database and Importing the Dump File............................................................................................ 7-117 Configuring the Security.............................................................................................................................................. 7-118 Configuring the Spatial Data...................................................................................................................................... 7-118 Installing Oracle Utilities Analytics Dashboard Component................................................................................................. 7-119 Copying and Decompressing the Install Media....................................................................................................... 7-119 Setting Permissions for the Cistab File in UNIX.................................................................................................... 7-120 Oracle Utilities Analytics Demo Database Component Installation Dashboard Package Installation Steps 7-120 Post-installation Tasks................................................................................................................................................. 7-121 Post-installation Checklist........................................................................................................................................................... 7-128 Chapter 8 Configuring Your Applications...................................................................................................................................... 8-129 Spatial Configuration.................................................................................................................................................................... 8-129 Installing US State Spatial Data.................................................................................................................................. 8-129 Installing US City Spatial Data................................................................................................................................... 8-131 Installing US Zip Code Spatial Data......................................................................................................................... 8-132 Installing US County Spatial Data............................................................................................................................. 8-133 Configuring Oracle Utilities Network Management System Device Spatial Data............................................. 8-135 Loading the Spatial Metadata..................................................................................................................................... 8-136 Improving Performance by Prefetching the Map Tiles.......................................................................................... 8-137 Oracle Business Intelligence Enterprise Edition (OBIEE) Configuration......................................................................... 8-139 Setting Up and Configuring the User Security........................................................................................................ 8-139 Managing Content in the Presentation Catalog....................................................................................................... 8-139 Chapter 9 Installing the Oracle Utilities Analytics Admin Tool.................................................................................................... 9-141 Contents - ii Oracle Utilities Analytics Installation Guide Installing the Admin Tool........................................................................................................................................................... 9-141 Changing the Default Password of the Admin User.............................................................................................................. 9-142 Appendix A Data Warehouse Implementation Guidelines.................................................................................................................. A-1 Init.ora Settings................................................................................................................................................................................. A-1 Oracle Partitioning........................................................................................................................................................................... A-2 Appendix B Installation Menu Functionality....................................................................................................................................... B-1 Installation Menu Functionality Overview................................................................................................................................... B-1 Installation Menu Functionality Details........................................................................................................................................ B-2 Appendix C Installation and Configuration Worksheets...................................................................................................................... C-1 Configuration Worksheet for ETL Component based on Oracle Warehouse Builder Installation.................................... C-1 Environment Installation Options................................................................................................................................ C-1 Environment Configuration Options........................................................................................................................... C-3 Configuration Worksheet for ELT Component based on Oracle Data Integrator Installation.......................................... C-8 Environment Installation Options................................................................................................................................ C-8 Environment Configuration Options........................................................................................................................... C-9 Configuration Worksheet for Dashboard Component Installation....................................................................................... C-16 Environment Installation Options.............................................................................................................................. C-16 Environment Configuration Options......................................................................................................................... C-17 Appendix D Additional Resources....................................................................................................................................................... D-1 Contacting Oracle Support............................................................................................................................................................ D-1 Appendix E License and Copyright Notices........................................................................................................................................ E-1 Oracle Database Licensing and Optional Features..................................................................................................................... E-1 Oracle Warehouse Builder Licensing and Optional Features.................................................................................................... E-1 Disabling the Optional Features in Oracle Warehouse Builder................................................................................................ E-2 Oracle GoldenGate Licensing........................................................................................................................................................ E-3 Contents - iii Oracle Utilities Analytics Installation Guide Preface This guide describes how to install and configure Oracle Utilities Extractors and Schema, and Oracle Utilities Analytics Dashboards v2.5.0.0.1, including: • Audience • Prerequisite Knowledge • Related Documents • Conventions • Acronyms Audience This guide is intended for anyone interested in the process of installing, upgrading or configuring Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards v2.5.0.0.1. Prerequisite Knowledge Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards use several technologies. You should have knowledge of the following before configuring and administering Oracle Utilities Analytics: • Oracle Data Warehouse concepts: http://docs.oracle.com/cd/E11882_01/server.112/e25554/toc.htm • Oracle Warehouse Builder: http://docs.oracle.com/cd/E11882_01/owb.112/e10581/toc.htm • Oracle Data Integrator: http://docs.oracle.com/cd/E21764_01/integrate.1111/e12641/overview.htm • Oracle GoldenGate: http://docs.oracle.com/cd/E35209_01/doc.1121/e29397.pdf • Oracle WebLogic Server: http://docs.oracle.com/cd/E15051_01/wls/docs103/pdf.html • Oracle Business Intelligence Enterprise Edition: http://docs.oracle.com/cd/E28280_01/bi.1111/e10544/toc.htm Preface - i Oracle Utilities Analytics Installation Guide Related Documents For more information, refer to the following documents in the Oracle Utilities Analytics documentation library: • Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards User's Guide • Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Administration Guide • Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Installation Guide • Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Quick Install Guide • Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Release Notes • Oracle Utilities Analytics Dashboards for Oracle Utilities Meter Data Analytics Metric Reference Guide • Oracle Utilities Analytics Dashboards for Oracle Utilities Customer Analytics, Revenue Analytics, and Credit & Collections Analytics Metric Reference Guide • Oracle Utilities Analytics Dashboards for Oracle Utilities Exception Analytics Metric Reference Guide • Oracle Utilities Analytics Dashboards for Oracle Utilities Mobile Workforce Analytics Metric Reference Guide • Oracle Utilities Analytics Dashboards for Oracle Utilities Distribution Analytics and Outage Analytics Metric Reference Guide • Oracle Utilities Analytics Dashboards for Oracle Utilities Work and Asset Analytics Metric Reference Guide • Oracle Utilities Analytics Dashboards for Oracle Utilities Operational Device Analytics Metric Reference Guide • Oracle Utilities Extractors and Schema for Oracle Utilities Customer Care and Billing Data Mapping Guide • Oracle Utilities Extractors and Schema for Oracle Utilities Meter Data Management Data Mapping Guide • Oracle Utilities Extractors and Schema for Oracle Utilities Mobile Workforce Management Data Mapping Guide • Oracle Utilities Extractors and Schema for Oracle Utilities Network Management System Data Mapping Guide • Oracle Utilities Extractors and Schema for Oracle Utilities Operational Device Management Data Mapping Guide • Oracle Utilities Extractors and Schema for Oracle Utilities Work & Asset Management Data Mapping Guide Conventions The following text conventions are used in this document: Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. Preface - ii Oracle Utilities Analytics Installation Guide Convention Meaning italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. Acronyms The list of acronyms used in this guide is as explained below: • APEX: Oracle Application Express • CC&B: Oracle Utilities Customer Care and Billing • CDC: Changed Data Capture • ELT: Extraction, Loading and Transformation • ETL: Extraction, Transformation, and Loading • MDM: Oracle Utilities Meter Data Management • MWM: Oracle Utilities Mobile Workforce Management • NMS: Oracle Utilities Network Management System • OBIEE: Oracle Business Intelligence Enterprise Edition • ODI: Oracle Data Integrator • ODM: Oracle Utilities Operational Device Management • OGG: Oracle GoldenGate • OUA: Oracle Utilities Analytics • OWB: Oracle Warehouse Builder • WAM: Oracle Utilities Work and Asset Management Preface - iii Oracle Utilities Analytics Installation Guide Chapter 1 Introduction This chapter provides an overview of the installation of Oracle Utilities Analytics. This includes: • About Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards • About Oracle Utilities Analytics Installation • What’s New in Oracle Utilities Analytics v2.5.0.0.1? About Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Oracle Utilities Extractors and Schema provides the out of the box extraction and transformation, and loads data from the source application to the data warehouse. Oracle Warehouse Builder is used to validate and load the data to the data warehouse. With Oracle Utilities Analytics release 2.5.0.0.1, the extraction, transformation and load processes have started to move to Oracle GoldenGate (OGG) and Oracle Data Integrator (ODI). Over next few releases, all the old extractors will move from Oracle Warehouse Builder to Oracle Data Integrator. In release 2.5.0.0.1, the following products support Oracle GoldenGate and Oracle Data Integrator based Extract, Load and Transform (ELT): • Oracle Utilities Customer Care & Billing (CCB) • Oracle Utilities Operational Device Management (ODM) The following products will continue to use Oracle Warehouse Builder based Extract, Transform and Load (ETL) in the release 2.5.0.0.1: • Oracle Utilities Network Management System (NMS) • Oracle Utilities Work and Asset Management (WAM) • Oracle Utilities Meter Data Management (MDM) • Oracle Utilities Mobile Workforce Management (MWM) Oracle Utilities Analytics Dashboards provides the out of the box reports based on Oracle Business Intelligence Enterprise Edition. Note: Refer to Oracle Utilities Analytics Metric Reference Guides for comprehensive list of all the reports. This guide helps you install, upgrade, configure Oracle Utilities Extractors and Schema v2.5.0.0.1 and Oracle Utilities Analytics Dashboards v2.5.0.0.1. Unless otherwise stated, this guide would Introduction 1-1 Oracle Utilities Analytics Installation Guide refer to these two products together as Oracle Utilities Analytics. If any topic is specific to only one of the products, then it would be specifically mentioned. About Oracle Utilities Analytics Installation The installation of Oracle Utilities Analytics v2.5.0.0.1 is a full installation of Oracle Utilities Analytics product. This means that you do not need to install any previous version Oracle Utilities Analytics before installing Oracle Utilities Analytics v2.5.0.0.1. Oracle Utilities Analytics (OUA) v2.5.0.0.1 installation consists of the following components, each of which needs to be installed for a successful installation: • Star schema definitions • Extract, Load and Transform (ELT) process built on Oracle Data Integrator (ODI) Note 1: In the release of Oracle Utilities Analytics v2.5.0.0.1, Oracle Data Integrator based ELT component is only supported for Oracle Utilities Operational Device Management (ODM) and Oracle Utilities Customer Care and Billing (CC&B) source applications. Note 2: Oracle GoldenGate (OGG) is utilized to capture the data and this is required only for Oracle Data Integrator based ELT. • Extract, Transform and Load (ETL) process built on Oracle Warehouse Builder (OWB) Note: In the release of Oracle Utilities Analytics v2.5.0.0.1, Oracle Warehouse Builder based ETL component is supported for Oracle Utilities Network Management System (NMS), Oracle Utilities Work and Asset Management (WAM), Oracle Utilities Meter Data Management (MDM) and Oracle Utilities Mobile Workforce Management (MWM) source applications. • Pre-built analytics' dashboards based on Oracle Business Intelligence Enterprise Edition (OBIEE) • Admin tool What’s New in Oracle Utilities Analytics v2.5.0.0.1? Oracle Utilities Analytics is a set of star schemas, graphic templates, and data processing programs that allows you to build a Business Intelligence (BI) solution to meet your organization's analytic requirements. With the Oracle Utilities Analytics v2.5.0.0.1 release, the product has started the process of migrating from Oracle Warehouse Builder (OWB) based ETL to Oracle Data Integrator (ODI) based ELT. This migration is planned in a phased manner, spanning across several releases over a period of time. During this migration cycle, ETL for some of the source applications will continue to use Oracle Warehouse Builder, while others will use Oracle Data Integrator. Note: For information about the new and enhanced products, see Oracle Utilities Analytics for Oracle Utilities Extractors and Schema and Oracle Utilities Analytics Dashboards Release Notes. Visit My Oracle Support (http://support.oracle.com) for the most recent service packs and patches for this release to ensure you have the most current version of this product. Introduction 1-2 Oracle Utilities Analytics Installation Guide