OBIEE/ADF Integration using the Action Framework

Mark Rittman, Technical Director, Rittman Mead Andrejus Baranovskis, CEO, Red Samurai Consulting Oracle OpenWorld 2011, San Francisco, October 2011
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Saturday, 1 October 11

Mark Rittman
Mark Rittman, Co-Founder of Rittman Mead Oracle ACE Director, specialising in Oracle BI&DW 14 Years Experience with Oracle Technology Regular columnist for Oracle Magazine Author of forthcoming Oracle Press book on OBIEE 11g Technical Director at Rittman Mead (http://www.rittmanmead.com) Oracle BI Foundation Specialist Gold Partner Offices in UK, USA, India and Australia Writer for Rittman Mead Blog : http://www.rittmanmead.com/blog Email : [email protected] Twitter : @markrittman

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Saturday, 1 October 11

Andrejus Baranovskis
CEO and Founder of Red Samurai Consulting Oracle ACE Director specializing in ADF, WebCenter, UCM, SOA and BPM Regular blogger at http://andrejusb.blogspot.com/ Red Samurai Oracle Specialized Partner Oracle Fusion Middleware Innovation Award 2010 SOA Partner Community Award for Outstanding Contribution Across the World 2010 2010 Enterprise 2.0 Blazer: Enterprise 2.0 Leader Award Email : [email protected] Twitter : @andrejusb

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Oracle Business Intelligence 11g (11.1.1.5)

Oracles BI platform, now at release 11.1.1.5 (11gR1) Wide range of servers, tools, metadata stores based around Oracle FMW11g Based on Siebel Analytics with additions from Oracle and Hyperion products Often used in conjunction with the BI Applications and EPM Suite

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Web-Based Delivery of Analytics and Analysis

Users access information and analytics through role-based dashboards Can also publish reports to PDF, distribute, or access through MS Office

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Web-Based Delivery of Analytics and Analysis

Users access information and analytics through role-based dashboards Can also publish reports to PDF, distribute, or access through MS Office

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Web-Based Authoring Tools for Power Users

Reports and analyses are created using web-based tools Point-and-click creation of tables, pivot-tables, charts, maps, gauges

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Web-Based Authoring Tools for Power Users

Reports and analyses are created using web-based tools Point-and-click creation of tables, pivot-tables, charts, maps, gauges

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All Built Using Shared Common Enterprise Information Model

All reporting tools can take their data from a shared metadata layer Defined as dimensional model, embeds common calculations and drill paths Subject-area and row-level security Three-layer design to provide abstraction from underlying complicated source systems

Simplification of the Data Model Integration of Disparate DataSources Addition of Business Logic and Calculations

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Based on Fusion Middleware 11g Platform

Built on a foundation of Oracle Fusion Middleware 11g Common security (Oracle Identity Management, Oracle Access Manager) Deployed on WebLogic Server Managed through Fusion Middleware Control (Enterprise Manager) Built using multiple technologies including JDeveloper (ADF)

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Oracle Application Development Framework (ADF)

Oracles Java framework for building enterprise applications Visual and declarative approaches to Java EE development Uses the MVC (Model-View-Controller) architecture Uses JDeveloper 11g to create applications (free download) Runtime element included in Oracle Application Server license Tooling that is used to create the Fusion Applications

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ADF Architecture
Aim is to minimize the amount of Java code you write (a.k.a., the successor to Forms) MVC (Model-View-Controller) approach separates the application into A Model layer that handles interactions with data sources A View layer that handles the UI, and A Controller layer that handles the application flow Also adds a Business Services layer that provides access to data from various sources Model layer then acts as an abstraction layer over Business Services layer

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OBIEE 11g and ADF 11.1.1.5+ Integration Points

OBIEE Analyses, dashboards and scorecards can be embedded in ADF pages OBIEE Semantic layer can be a data source for ADF business components OBIEE Repositories can use ADF View Objects as data sources OBIEE Analyses and ADF regions can exchange parameters and events OBIEE, through the Action Framework, can leverage ADF web services Both OBIEE and ADF can share common security, and hosting in WebLogic Server

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Building Blocks for the Oracle Fusion Applications

The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE ADF applications, using Fusion Middleware and a SOA architecture BI components embedded in all pages Workflow, data entry, analysis, collaboration all in one hybrid application

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Saturday, 1 October 11

Building Blocks for the Oracle Fusion Applications

The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE ADF applications, using Fusion Middleware and a SOA architecture BI components embedded in all pages Workflow, data entry, analysis, collaboration all in one hybrid application

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Saturday, 1 October 11

Building Blocks for the Oracle Fusion Applications

The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE ADF applications, using Fusion Middleware and a SOA architecture BI components embedded in all pages Workflow, data entry, analysis, collaboration all in one hybrid application

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Building Blocks for the Oracle Fusion Applications

The Oracle Fusion Applications are built using Oracle ADF + Oracle BI EE ADF applications, using Fusion Middleware and a SOA architecture BI components embedded in all pages Workflow, data entry, analysis, collaboration all in one hybrid application

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Why Is ADF of Interest to OBIEE Developers?

Allows you to create composite applications that create a workflow around OBIEE Escape the restrictions of a dashboard, to create a proper LOB application ADF also has early access to new DVT visualizations that may be useful for your project Gantt Charts Organization charts More graph types

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Why Is ADF of Interest to OBIEE Developers?

Allows you to create composite applications that create a workflow around OBIEE Escape the restrictions of a dashboard, to create a proper LOB application ADF also has early access to new DVT visualizations that may be useful for your project Gantt Charts Organization charts More graph types

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Why is OBIEE of Interest to ADF Developers?

Organizes reports into a catalog, with full report authoring tools Metadata (semantic) layer, adds business context and integration to data Pre-built integration with EBS, Fusion Applications, PSFT, Siebel etc Full range of visualizations including scorecards, KPIs, maps, pivot tables New Action Framework in OBIEE 11g integrates with web services, ADF events etc Ability to connect to analytic data sources such as Essbase TimesTen Teradata Oracle OLAP BI Automation through agents, conditions and actions

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The OBIEE 11g Action Framework

Provides the ability for OBIEE to call web service and other application functionality Define actions that leverage web services, server-side scripts and other functions Part of the Action Framework Detect business events through Agents Analyze through BI dashboards, analyses, scorecards etc Respond through Actions Allows you to combine BI and transactional applications in closed loop analytics

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Why Not Just Use the ADF Data Visualization Tools Components?
ADF has a number of data visualization components (DVT) These are actually the components that OBIEE tables, pivots, charts are built on But they do not come with a metadata layer And they are basic; they do not support KPIs, scorecards, interactions, actions No ability to leverage Essbase and other non-SQL sources Building blocks, not a BI platform

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Integration Example: A Composite ADF / OBIEE 11g Application

To demonstrate how this integration works, we created a sample application Demonstrate a number of integration points Embed BI objects into an ADF application Pass parameter from the ADF application to the BI objects Pass context (parameters) from the BI object to the ADF components Have the BI objects call JDeveloper web services from the dashboard Other integration points to be developed in future Combine OLTP and BI data in single ADF form Source ADF BC data from OBIEE metadata layer ADF application call BI alerts, actions from ADF application

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Combined ADF / OBIEE Application Built on OFM 11.1.1.5

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Combined ADF / OBIEE Application Built on OFM 11.1.1.5

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Combined ADF / OBIEE Application Built on OFM 11.1.1.5

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Steps to Create the BI Content

1. Create the Oracle BI Repository (the metadata layer) 2. Create analyses against repository data, add calculations, graphs etc 3. Create key performance indicators & KPI watchlist 4. Create agents and actions 5. Create dashboards that implement these objects

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Creating the BI Content Step 1 : Create the Oracle BI Repository

Use the Oracle BI Administration tool to create an Oracle BI Repository Import tables, views and other objects from the OE Sample Schema Create joins and keys in the Physical layer Define logical dimensional model, calculations and hierarchies in the Business Model Publish as a subject area in the Presentation layer

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Adding ADF Business Components View Objects as a Data Source

Using OBIEE 11g, ADF Business Component View Objects can be a data source Read from the view object as if it were a regular data source Requires an OBIEEBroker shared library to be deployed to the ADF WLS server Allows the BI dashboard to run off of the same data as the ADF application Can also add SQL Bypass database that takes the VO SQL and executes directly on the DB, allow aggregations and functions to be function-shipped to the DB Approach taken by Fusion Applications for OTBI (Oracle Transactional BI)

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Creating the BI Content Step 2 : Creating Analyses

Analyses (reports) are then created using the Business Intelligence application Create filters, calculations and other criteria Add tables, views, graphs, gauges Save into the Presentation Services Catalog

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Creating the BI Content Step 2 : Creating Analyses

Analyses (reports) are then created using the Business Intelligence application Create filters, calculations and other criteria Add tables, views, graphs, gauges Save into the Presentation Services Catalog

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Creating the BI Content Step 2 : Creating Analyses

Analyses (reports) are then created using the Business Intelligence application Create filters, calculations and other criteria Add tables, views, graphs, gauges Save into the Presentation Services Catalog

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Creating the BI Content Step 3 : Create KPIs and KPI Watchlist

Using metrics and dimensions defined in the Oracle BI Repository, KPIs can be created Made up of four elements Actual measure, Target measure Dimensionality, Thresholds (states) KPIs can then be organized into KPI watchlists, and balanced scorecards Provides additional business context for the data in the system

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Creating the BI Content Step 3 : Create KPIs and KPI Watchlist

Using metrics and dimensions defined in the Oracle BI Repository, KPIs can be created Made up of four elements Actual measure, Target measure Dimensionality, Thresholds (states) KPIs can then be organized into KPI watchlists, and balanced scorecards Provides additional business context for the data in the system

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Creating the BI Content Step 4 : Creating Agents and Actions

A function provided by the JDeveloper application adds or removes credit holds Provided by a web service developed in JDeveloper; WSDL URL then passed to BI Action is created in the catalog that references this WSDL
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Creating the BI Content Step 4 : Creating Agents and Actions

Action is then added to the analysis Web service parameters are then mapped to columns as inputs Action can be made conditional (only display if credit currently on hold) When triggered by the user, executes the web service asynchronously via Action Service Java component in OBIEE 11g
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Creating the BI Content Step 5 : Creating Dashboards

All content is then added to a BI dashboard Analyses, KPI scorecards or whole dashboards can then be added to the ADF application, accessed through a connection to the catalog

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ADF Application Overview

Oracle Application Developer Framework (ADF) application built using JDeveloper 11.1.1.5 (11.1.2 not compatible with BI objects in ADF page) Created using the Fusion Web Application application template MVC (Model, View, Controller) design pattern Model consists of Business Component View Objects View consists of JSF pages Controller is Java application logic

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Initial Application Design - Powerpoint Mockup

Initial design was mocked-up in Powerpoint Four-tab application focused around supply chain, finance, sales, management Each page will have elements of both BI, and ADF transactional elements

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ADF / OBIEE Integration Tasks

1. Create the Catalog Connection 2. Create the framework application 3. Add the drop-down menu 4. Embed the BI content in the application 5. Pass Context from BI to ADF via QDR 6. Implement the transactional form & pass QDR values 7. Deploy to WLS server

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ADF/OBIEE Integration Step 1 : Adding the Catalog Connection

JDeveloper 11.1.1.5 allows you to create a connection to the OBIEE Presentation Services Catalog Once connected, can then drag and drop BI objects into the application

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ADF/OBIEE Integration Step 1 : Adding the Catalog Connection

JDeveloper 11.1.1.5 allows you to create a connection to the OBIEE Presentation Services Catalog Once connected, can then drag and drop BI objects into the application

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Saturday, 1 October 11

ADF/OBIEE Integration Step 1 : Adding the Catalog Connection

JDeveloper 11.1.1.5 allows you to create a connection to the OBIEE Presentation Services Catalog Once connected, can then drag and drop BI objects into the application

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Credentials / Security Integration Issues

When you add the catalog connection, the security credentials are stored in the integrated WLS server used by JDev These then need to be copied to the deployment WLS credential store like this: 1. Create [Middleware_Home]\user_projects\bifoundation_domain\migration 2. Copy all scripts from [Middleware_Home]\oracle_common\modules\oracle.jps_11.1.1\scripts to the above folder 3. Create a config.xml file to define the migration process 4. Copy the cwallet.sso file from the local JDeveloper project to the migration directory. 5. From command line execute the below command, to perform the migration
C:\Middleware\oracle_common\common\bin\wlst.cmd migrateSecurityStore.py -type credStore -configFile config.xml -src mySrc -dst myDest

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Config.XML File to Define Credentials Migration

Used to define what is migrated by the migrateSecurityStore.py script
<?xml version="1.0" encoding="UTF-8" standalone='yes'?> <jpsConfig xmlns="http://xmlns.oracle.com/oracleas/schema/11/jps-config-11_1.xsd" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://xmlns.oracle.com/oracleas/schema/11/jps-config-11_1.xsd" schema-major-version="11" schema-minor-version="1"> <serviceProviders> <serviceProvider type="CREDENTIAL_STORE" name="credstoressp" class="oracle.security.jps.internal.credstore.ssp.SspCredentialStoreProvider"> <description>SecretStore-based CSF provider</description> </serviceProvider> </serviceProviders> <serviceInstances> <serviceInstance name="credstore" provider="credstoressp" location="../fmwconfig"> <description>File Based Credential Store Service Instance</description> </serviceInstance> <serviceInstance name="srccredstore" provider="credstoressp" location="./"> <description>File Based Credential Store Service Instance2</description> </serviceInstance> </serviceInstances> <jpsContexts default="myDest"> <jpsContext name="myDest"> <serviceInstanceRef ref="credstore"/> </jpsContext> <jpsContext name="mySrc"> <serviceInstanceRef ref="srccredstore"/> </jpsContext> </jpsContexts> </jpsConfig>

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ADF/OBIEE Integration Step 2 : Create Framework Application

Create the Model objects ADF Business Component View Objects that abstract data access to the OE schema Provides access to data for the application Create the View objects JSF pages made up of page fragments Tabs for navigation Create the Controller Java code to implement the application logic Four tabs created in the application Supply Chain Finance Sales Management
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ADF/OBIEE Integration Step 3 : Add Drop-Down Menu

One of the integration points in the application is an ADF drop-down menu, that will drive changes in an embedded BI analysis This is therefore created by dragging and dropping an ADF BC View Object onto one of the pages to create a drop-down menu

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Embed BI Content in the Application

Drag and drop analyses, dashboard, dashboard pages or KPI watchlists from the catalog connection Connect any analyses with filters to data controls on the page, to pass parameters
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ADF/OBIEE Integration Step 4 : Pass Context from BI via QDR

As well as receiving parameters, BI objects can pass parameters (or context) Passed as an ADF contextual event, with a QDR (qualified data reference) as payload QDR then has to be parsed to retrieve dimension values

{"_m":[{"_g":{"%22Warehouses%20Dim%22.%22Warehouse %20Name%22":["Mexico%20City"]}},{"_g": {"%22Products%20Dim%22.%22Product%20ID%22": [3167]}},{"_g":{"%22Products%20Dim%22.%22Product %20Name%22":["Manual%20-%20Vision%20OS/2.x"]}}, {"_g":{"%22Orders%20Fact%22.%22Quantity%20Ordered %22":[216]} ... }} T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

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Enabling ADFContextualEvent in OBIEE 11.1.1.5

Passing ADF contextual events is a hidden parameter in OBIEE 11.1.1.5 Add the following entry to the instanceconfig.xml file:
<ActionLinks> <EnableADFContextualEvent>true</EnableContextualEvent> </ActionLinks>

Then a new action type will become available when creating action links Does not take parameters, and passes values of all dimensions through the QDR

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Detecting ADF Contextual Event

Add event details to the page definition that contains the ADF object that will detect the ADF contextual event Give the event a name and a consumer handler name You will detect this in the next step
<eventMap xmlns="http://xmlns.oracle.com/adfm/ contextualEvent"> <event name="handleBIContextualEvent"> <producer region="*"> <consumer handler="receiveBiQDREvent"> <parameters> <parameter name="qdr" value="$ {payLoad}"/> </parameters> </consumer> </producer> </event> </eventMap>

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Parsing the ADF Contextual Event QDR

The QDR then has to be parsed to retrieve the dimension values Performed by Java code inside a Javabean
public void receiveBiQDREvent(String incomingPayload) { int index0 = incomingPayload.indexOf("%22Warehouses%20Dim %22.%22Warehouse%20Name%22"); int index1 = incomingPayload.indexOf("]}", index0); String warehouseName = incomingPayload.substring(index0 + 49, index1 - 1); warehouseName = warehouseName.replaceFirst("%20", " "); Integer warehouseId = 0; DCBindingContainer dcBc = ADFUtils.getDCBindingContainer(); OperationBinding ob = dcBc.getOperationBinding("getWarehouseIdByName"); index0 = incomingPayload.indexOf("%22Products%20Dim %22.%22Product%20ID%22"); index1 = incomingPayload.indexOf("]}", index0); String productId = incomingPayload.substring(index0 + 42, index1);

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ADF/OBIEE Integration Step 5 : Implement Form & Pass QDR

A form was added to the ADF application, to allow inventory items to be ordered Shows how a transactional element can be added to the application Can be used in isolation, and will be connected to the inventory management BI object

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Connecting the ADF Form to the BI Analysis QDR Results

The QDR from the BI analysis processed earlier is used to set values for the form
if (dcIb != null) { ob.getParamsMap().put("name", warehouseName); warehouseId = (Integer)ob.execute(); dcIb.setCurrentRowWithKeyValue(warehouseId.toString()); dcIb = dcBc.findIteratorBinding("ProductsView1Iterator"); dcIb.setCurrentRowWithKeyValue(productId); ob = dcBc.getOperationBinding("getQuantityOnHand"); ob.getParamsMap().put("productId", productId); ob.getParamsMap().put("warehouseId", warehouseId); Integer quantityOnHand = (Integer)ob.execute(); ADFUtils.setBoundAttributeValue("stockLevelAttr", quantityOnHand); AdfFacesContext.getCurrentInstance().addPartialTarget(warehouseChoiceList); AdfFacesContext.getCurrentInstance().addPartialTarget(orderingForm);

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Connecting the ADF Form to the Transactional Database

When the form submit button is pressed, stock is re-ordered & reflected in BI analysis

Request Restock public void requestRestock(ActionEvent actionEvent) { DCBindingContainer dcBc = ADFUtils.getDCBindingContainer(); OperationBinding ob = dcBc.getOperationBinding("storeQuantityOnHand"); Integer result = (Integer)ob.execute(); ADFUtils.setBoundAttributeValue("stockLevelAttr", result); }

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ADF/OBIEE Integration Step 6 : Deploy to WebLogic Server & Test

Complete application is then deployed to the WLS server For the example, it is deployed to the OBIEE 11g WLS server In real-world, OBIEE WLS is limited use and you will need to use separate server

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Experiences, and Lessons Learned

Check versions: Only certain JDev versions are compatible with OBIEE 11g Dont assume all versions will work; also this restricts use of WebCenter etc This is very new functionality, and is not very well documented ADF Contextual Events is not documented (or the documents are incorrect) The main customer for these features is the Fusion Apps, not us Beware of complexities around things like security, credentials, deploying libraries etc Recommend that you have a dialog with us, or with Oracle development Be prepared to spend time on getting the UI correct, and for debugging interactions Consider how best to apply BI within the application Dont just dump analyses into the application Think about how you can use BI contextually to add insight to the applicationT Think in terms of sensors, workflows, what is the user trying to achieve?

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Saturday, 1 October 11

More Information
Thank you for attending this presentation More information can be found at http://www.rittmanmead.com Contact us at [email protected] or [email protected] Look out for our book, Oracle Business Intelligence Developers Guide due Q1 2012 Follow-us on Twitter (@rittmanmead) or Facebook (facebook.com/rittmanmead)

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Saturday, 1 October 11

OBIEE/ADF Integration using the Action Framework

Mark Rittman, Technical Director, Rittman Mead Andrejus Baranovskis, CEO, Red Samurai Consulting Oracle OpenWorld 2011, San Francisco, October 2011
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : [email protected] W: www.rittmanmead.com

Saturday, 1 October 11