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Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Publications
• Conventions

Part I Installing Oracle Warehouse Builder

1 Installation Overview and Requirements

• What's New in Installing Warehouse Builder
• Warehouse Builder Architecture and Components
  • Design Center
  • Control Center Manager
  • Target Schema
  • Warehouse Builder Repository
  • Repository Browser
  • Control Center Service
  • Implementation Strategies
    • Basic Implementation
    • Traditional Client/ Server Implementation
    • Repository on Oracle Database 10g Release 2
    • Separate Design and Runtime Environments Implementation
    • Development, Test, and Production Environments
    • Remote Runtime Environment Implementation
• General Steps for Installing Warehouse Builder
• Understanding the Installation Requirements
• Preparing the Server
  • UNIX Servers Hosting a Warehouse Builder Repository on Oracle 10g Release 2
  • Windows Servers Hosting a Warehouse Builder Repository on Oracle 10g Release 2
• Preparing the Oracle Database
  • Database Configuration Settings for the Warehouse Builder Repository
  • Configuring the Target Data File Path for Flat File Targets
  • Configuring Oracle 10g Databases for Design and Runtime Repositories (Optional)
    • Parameters for the Design Repository Database Instance
    • Parameters for the Runtime Repository Database Instance
• Preparing Client Computers
• Downloading and Installing the Standalone Warehouse Builder Software
  • About the Oracle Universal Installer
  • Installing the Warehouse Builder Software
    • Checklist: Before You Start the Universal Installer
    • Running the Oracle Universal Installer for Warehouse Builder on Windows
    • Running the Oracle Universal Installer for Warehouse Builder on UNIX
  • Launching Warehouse Builder Components
• Hosting the Repository on Oracle Database 10g Release 2
  • Running Scripts to Create a Warehouse Builder Repository Schema
  • Enabling Access to Workspaces Hosted on Oracle 10g Databases
• Steps for Installing Warehouse Builder in Oracle RAC Environments
  • Installing Warehouse Builder on Each Node of a Cluster
    • Checklist: Before Using the Universal Installer in an Oracle RAC Environment
    • For Windows Users Installing in an Oracle RAC Environment
    • For UNIX Users Installing in an Oracle RAC Environment
  • Ensuring the Availability of Service Names for Oracle RAC Nodes

2 Managing Workspaces and Workspace Users

• Using the Repository Assistant
• Connecting to the Oracle Database
  • Defining Workspace Users
    • Guidelines for User Names and Passwords
• Choosing Workspace Operations
  • Managing Workspaces
    • Dropping Workspaces
    • Selecting the Default Tablespaces
  • Selecting the Base Language for the Repository
    • Adding Display Languages
  • Managing Workspace Users
    • Selecting Workspace Users
    • Deleting Workspace Users
• Implementing a Remote Runtime (Optional)
  • Remote Runtime Scenarios
    • Control Center Service Installed on a Dedicated Computer
    • Control Center Service Installed on a Local Server
    • A Standalone Target Schema
    • Steps for Installing and Testing a Remote Runtime
• Setting the Security Policy for the Repository

3 Upgrading to Oracle Warehouse Builder 11g Release 1 (11.1)

• General Steps for Upgrading to Warehouse Builder 11g Release 1 (11.1)
• Migrating An Oracle Database Environment
  • Migrating a Complete Database
  • Migrating an Oracle Workflow Schema
  • Selectively Migrating a Warehouse Builder Environment to a New Database
    • Exporting Target Schemas from the Existing Runtime Environment
    • Creating the Target Schemas and Users in the New Database
    • Copying External Directory References to the New Database Instance
    • Importing Target Schemas to the New Database
• Upgrading a Design Repository
  • Migrating All Design Metadata from Warehouse Builder 10g Release 2 (10.2)
    • Exporting All Design Metadata from Warehouse Builder 10g Release 2 (10.2)
    • Importing All Design Metadata into the Current Release
  • Selectively Migrating Design Metadata
    • Exporting Design Metadata from a Prior Release of Warehouse Builder
    • Importing Design Metadata to Warehouse Builder
• Upgrading Existing Control Centers or Runtime Repositories
  • Using the Control Center Upgrade Assistant
  • Connecting to a New Control Center
    • Choose a Workspace
  • Connecting to an Existing Runtime Repository Or Control Center
  • Choosing An Upgrade Operation
    • Move
    • Upgrade
    • Upgrade Operation: Location Details
    • Generate
  • Reviewing Selections in the Upgrade Assistant
  • Upgrading Locations in the Design Repository
• Reusing and Redeploying Specific Objects
  • Redeploying Dimensions and Cubes
  • Reusing Advanced Queues
  • Reusing Oracle Workflow Locations
  • Reusing Process Flows and Schedules
  • Reusing Flat Files and External Directories from a Different Database Instance
  • Reusing Data Profiles

4 Deinstalling Oracle Warehouse Builder

• General Steps for Deinstalling Oracle Warehouse Builder
• Deleting the Workspace Users
• Deleting the Workspace Owner
• Deinstalling the Oracle Warehouse Builder Software
• Deleting the Schema Objects (Optional)
• Deleting a Repository from an Oracle 10g Database

5 Installing and Enabling Optional Components

• Enabling Integration with Oracle E-Business Suite
• Configuring Repository Browser Environments
• Enabling Integration with Third-Party Name and Address Data Libraries
• Enabling Integration with Oracle Workflow

6 Troubleshooting a Warehouse Builder Installation

• General Steps for Troubleshooting Warehouse Builder
• Inspecting Logs Files in Warehouse Builder
• Error Messages Related to Installation
• Troubleshooting Installation Problems That Do Not Display Error Messages
• Checking Java Virtual Machine (JVM)
• Generating Log Files for a Specific Warehouse Builder Component

Part II Administering Oracle Warehouse Builder

7 Implementing Security in Warehouse Builder

• About Metadata Security
  • About the Security Interface
• Metadata Security Strategies
  • Minimal Metadata Security Strategy (Default)
  • Multiuser Security Strategy
  • Full Metadata Security Strategy
• Registering Database Users
  • Selecting Existing or Creating New Database Users
    • Creating an Oracle Database User
    • Changing Database Default Roles
• Editing User Profiles
  • Roles
  • Default Object Privilege
    • Object Privileges
  • System Privileges
• Support for a Multiple-user Environment
  • Read/Write Mode
  • Read-Only Mode
• Defining Security Roles
  • Everyone Role
  • Administrator Role
• Editing Role Profiles
  • Users
• Applying Security Properties on Specific Metadata Objects
  • Security Tab
    • Example: Using Security Properties to Freeze a Project Design
• Security Enforcement
• Managing Passwords in Warehouse Builder
  • Changing Passwords that Access Warehouse Builder
  • Encrypting Passwords to Warehouse Builder Locations

8 Creating Custom Objects and Properties

• Extending the Workspace With User Defined Objects
  • About Oracle Metabase (OMB) Plus
    • Using OMB Plus Scripts to Specify UDOs and UDPs
    • Naming Conventions for UDOs and UDPs
• Adding New Properties to Workspace Objects
  • Creating UDPs: An Example
• Adding UDOs to the Workspace
  • Writing Scripts to Define UDOs
  • Creating UDOs: An Example
  • Associating UDOs with Objects
• Working with UDOs and UDPs
  • Propagating UDOs and UDPs to Other Workspaces
• Creating New Icons for Workspace Objects
  • Creating Icon Sets
    • Create Icon Set Dialog Box
  • Assigning New Icon Sets to Workspace Objects
    • Assigning a New Icon Set to an Object
    • Assigning New Icon Sets to Activities in Process Flow
    • Assigning New Icon Sets to Tasks in Expert Editor

9 Managing Metadata Dependencies

• Introduction to the Metadata Dependency Manager
  • Usage Scenario
  • What are Lineage and Impact Analysis Diagrams?
• Generating an LIA Diagram
• Modifying the Display of an LIA Diagram
  • Using Groups in an LIA Diagram
  • Displaying an Object's Attributes
• Propagating Metadata Changes Throughout Warehouse Builder
  • Propagating Changes in the Dependency Manager
• About the Metadata Dependency Manager User Interface

10 Version and History Management

• Snapshots Versus the Metadata Loader
• About Snapshots
  • Creating Snapshots
    • Opening the Create Snapshot Wizard
  • Adding Components to a Snapshot
    • Opening the Add to Snapshot Wizard
  • Managing Snapshots
    • Managing Snapshot Access Privileges
  • Comparing Snapshots
    • Comparing Two Snapshots
    • Comparing a Workspace Object with a Snapshot Component
  • Converting a Full Snapshot to a Signature Snapshot
  • Restoring Workspace Objects From Snapshots
  • Exporting and Importing Snapshots
  • Deleting Snapshots
• Version and History Management with the Metadata Loader (MDL)
  • Accessing the Metadata Loader
• Using Metadata Loader in the Design Center
  • Exporting Metadata from the Design Center
    • Metadata Export Dialog Box
    • Export Advanced Options Dialog Box
  • Importing Metadata Using the Design Center
    • Metadata Import Dialog Box
    • Import Advanced Options Dialog Box
    • File Summary Dialog Box
    • Combining Import Modes and Matching Criteria
    • Import Different Base Languages
    • Validation Rules Governing Import
  • Upgrading Metadata from Previous Versions
    • Metadata Upgrade Dialog Box
    • Changes to Workspace Objects After Upgrading to Oracle Warehouse Builder 11g Release 1
    • Checking for Warnings and Error Messages
  • Metadata Loader Utilities
    • Metadata Export Utility
    • Metadata Import Utility
  • Multiple Session Concurrency and MDL
  • Metadata Loader Log File
  • About Metadata Loader Results

11 Managing Multiple Environments from Development to Production

• Strategies for Managing Multiple Environments
  • Multiple Environments Based on a Single Design Environment
• Using Configurations to Manage Multiple Environments
  • About Configurations
    • Benefits of Using Multiple Configurations
  • Deploying a Design to Multiple Environments
    • Creating New Configurations
    • Setting Configuration Properties for a Configuration
    • Activating Configurations
• Multiple Environments Based on Multiple Design Environments
• Using Snapshots to Manage Multiple Environments
  • Initial Phase
  • Case Study
  • Mature Phase
  • Case Study

12 Moving Large Volumes of Data with Transportable Modules

• About Transportable Modules
  • About Transportable Modules and Oracle Database Technology
• Benefits of Using Transportable Modules
• Instructions for Using Transportable Modules
  • Verifying the Requirements for Using Transportable Modules
  • Specifying Locations for Transportable Modules
    • Transportable Module Source Location Information
  • Creating a Transportable Module
    • Describing the Transportable Module
    • Selecting the Source Location
    • Selecting the Target Location
    • Selecting Tablespaces and Schema Objects to Import
    • Available Database Objects
    • Reviewing the Transportable Module Definitions
  • Configuring a Transportable Module
    • Transportable Module Configuration Properties
    • Schema Configuration Properties
    • Target DataFile Configuration Properties
    • Tablespace Configuration Properties
  • Generating and Deploying a Transportable Module
  • Designing Mappings that Access Data through Transportable Modules
• Editing Transportable Modules
  • Name
  • Source Location
  • Tablespaces
  • Target Locations
  • Viewing Tablespace Properties
  • Reimporting Metadata into a Transportable Module

Index