Sunday, 7 December 2014

Endeca How to Import Data Domains and UI Artifacts

This blog is an attempt to demonstrate how to import and export data domains and studio artifacts from development/demo instance of Endeca to target instance. I have also included screen snapshots for better understanding of end to end process.

Importing and exporting of data domains are accomplished using the endeca-cmd.bat | sh command line interface. Importing and exporting of Studio artifacts (LAR) are done through Studio.
   
Importing Data Domain
To import a data domain, first place the export in the offline directory on the Endeca Server domain : <MW_HOME>/user_projects/domains/endeca_server_domain/EndecaServer/offline/(ex.: /home/oracle/eid/Middleware/user_projects/domains/endeca_server_domain/EndecaServer/offline/)
If necessary, rename the folder <DDName>_indexes.



Open a terminal window and change directory to <MW_HOME>/user_projects/domains/endeca_server_domain/EndecaServer/bin
(ex.: /home/oracle/eid/Middleware/user_projects/domains/endeca_server_domain/EndecaServer/bin/)



Type the following command:

endeca-cmd.bat | sh import-dd <DDName> --offline-name <DDName>

(ex.: ./endeca-cmd.sh import-dd warranty --offline-name warranty)


Endeca Server

Login to Studio and open the Control Panel >> Click Endeca Servers and create a new connection >> Enter the connection information for the imported data domain. Validate and Save the connection.



Test the connection >>Go to Applications and add a new application >> Enter a name for the application and select the newly created connection to the imported data domain >>Click Save.




Click Action > Manage Pages next to the newly created application >> Click Export / Import and Import >>Click Choose File.



Select the .LAR file associated with the data domain >> Click Open.



Click Import. >> Click Back to Home >>Open the newly created application



I hope this migration process of Endeca data domain and UI artifacts explained here is useful.

Monday, 13 October 2014

E-Business Extensions and OBIA Reporting Projects –Tasks & Key Deliverables






Being a part of number of OBIA projects which also includes extensions of E-Business to support key areas such as financial consolidation etc over the years I have came across different methodologies to implement and manage E-Business Extensions and OBIA solutions. Oracle Universal Method is the latest revamped methodology which is ideal for implementing any project in general or packaged BI solution with E-Business extension in particular.

The most clients/developers ask number of questions around in a typical E-Business Extension and OBIA project implementation what should be the list of document deliverable(s), its contents, phase in which these documents should be delivered, list of reviewers/roles, does it need sign off or not ? This blog is an attempt to list down the phase, deliverable(s) and other attributes of the deliverable(s) which I believe should be released during the E-Business Extension and OBIA project execution.

Note – I have used document reference which are been used by Oracle Consulting Standard Delivery Documentation covering a mix of OUM and AIM methodologies. I have tried to include everything possible but still the list may not be complete (For Project Managers who believes in delivering documents (which nobody reads) only rather than focusing on right and good solution.)

Pre-Project Start
Task - Contract Review and Sign Off
Key Deliverable- Signed Contract
Primary Responsibility/ Role – Client
Reviewers
Facilitated Review(Y/N) - N
Sign off - Client Sponsor

Definition Phase
Reference - CR.010
Task - Establish Project Management Plan covering Scope, Objectives, and Approach
Key Deliverable- Project Management Plan
Primary Responsibility/ Role – Client Business Lead
Reviewers - Implementer Project Manager
Facilitated Review(Y/N) - N
Sign off – Client PM

Reference – D0.010
Task – Published Documentation Standards
Key Deliverable- Documentation Standards
Primary Responsibility/ Role – Implementer’s Solution Architect
Reviewers - Implementer Project Manager
Facilitated Review(Y/N) - N
Sign off – Client PM

Reference – WM.020
Task – Establish Work Plan
Key Deliverable- Project Work Plan
Primary Responsibility/ Role – Implementer Project Manager
Reviewers – Client PM and PMO
Facilitated Review(Y/N) - N
Sign off – Project Management Team

Task – Agree Business Flow Process Scope
Key Deliverable- Spreadsheet flow scope coverage
Primary Responsibility/ Role – Implementer Functional Lead
Facilitated Review(Y/N) - N
Sign off – Client Functional Lead
Reference – PM.010
Task – Agree Transition Strategy
Key Deliverable- Transition Strategy Document
Primary Responsibility/ Role – Client Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off – ???
Reference – TA.060
Task – Agree Reporting Strategy
Key Deliverable- Reporting Strategy Document
Primary Responsibility/ Role – Implementers BI Consultant
Reviewers – Client/Implementer PM, Client BI Lead
Facilitated Review(Y/N) - Y
Sign off –??
Reference – TE.010
Task – Agree Testing Strategy
Key Deliverable- Testing Strategy Document
Primary Responsibility/ Role – Client Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – MD.010
Task – Agree strategy for Application Extensions
Key Deliverable- Strategy for Application extensions
Primary Responsibility/ Role – Implementer Technical Lead ( Application)
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Operations Analysis
Reference – RD.050
Task – Gather Business Requirements (e.g. Financial Consolidation)
Key Deliverable- Business Requirements Definitions
Primary Responsibility/ Role – Client Business Analyst
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – BR.020
Task – Prepare Mapping Environment 
Key Deliverable- Configured Environments (Test & development)
Primary Responsibility/ Role – Client IT Production
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – BR.030
Task – Map Business Requirements 
Key Deliverable- Gap Document
Primary Responsibility/ Role – Client Reporting SME
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – BF.010
Task – Document Applications Architecture Design 
Key Deliverable- Financial and Operating Structure
Primary Responsibility/ Role – Solution Architect
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – BF.045
Task – Application High Level Solution  
Key Deliverable- High Level Solution Design Document
Primary Responsibility/ Role – Implementer Solution Architect
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – MD.020
Task – Estimates for extensions and interfaces  
Key Deliverable- Application Extension Definition and Estimates
Primary Responsibility/ Role – Implementer Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – MD.030
Task – Defined Design Standards  
Key Deliverable- Design Standards
Primary Responsibility/ Role - Implementer Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Solution Design
Reference – BR.100
Task – Define/Review Application Setups
Key Deliverable- Application Setup Documents
Primary Responsibility/ Role – Functional Consultant
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – CV.010
Task – Agree Data Conversion Requirements
Key Deliverable- Data Conversion Requirements and Strategy
Primary Responsibility/ Role – Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – CV.020
Task – Document Conversion Standards
Key Deliverable- Conversion Standards
Primary Responsibility/ Role – Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – MD.040
Task – Document Build Standards
Key Deliverable- Build Standards
Primary Responsibility/ Role – Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – TE.020
Task – Compile Test Cases
Key Deliverable- Test Case Document
Primary Responsibility/ Role – Functional SME
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – TE.040
Task – Develop/Review System Test Scripts
Key Deliverable- System Test Cases
Primary Responsibility/ Role – Functional SME
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – MD.050
Task – Define functional specification based on Report/GAP
Key Deliverable- Application Extensions Functional Design
Primary Responsibility/ Role – Functional SME
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – MD.070
Task – Define technical specification per MD.050 GAP/report
Key Deliverable- Application Extensions Technical Design
Primary Responsibility/ Role –Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – MD.120
Task – Document Installation settings
Key Deliverable- Installation Document
Primary Responsibility/ Role –Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??
Reference – CV.040
Task – Define Data Mapping functional view
Key Deliverable- Data Mapping Functional View
Primary Responsibility/ Role –Functional Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – CV.060
Task – Define Data Mapping Technical view
Key Deliverable- Data Mapping Technical View
Primary Responsibility/ Role –Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – CV.070
Task – Develop Data Conversion Test Plans
Key Deliverable- Data Conversion Test Plans
Primary Responsibility/ Role –Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – CV.080
Task – Develop & Unit Test Conversion Programs
Key Deliverable- Conversion Tool
Primary Responsibility/ Role –Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – TE.110
Task – Perform System Tests
Key Deliverable- System Tested Applications
Primary Responsibility/ Role –Functional Consultant
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – TE.120
Task – Perform Process Integration Tests
Key Deliverable- Integration Tested Applications
Primary Responsibility/ Role –Functional Consultant
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – TE.130
Task – Perform Process Acceptance Tests
Key Deliverable- Accepted Test Systems
Primary Responsibility/ Role –Technical Lead
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Transition
Reference – PM.040
Task – Prepare Production Environment
Key Deliverable- Installed Application
Primary Responsibility/ Role – IT Production
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – PM.050
Task – Setup Applications in Production
Key Deliverable- Configured Application
Primary Responsibility/ Role –Functional Consultant
Reviewers – Client/Implementer PM
Facilitated Review(Y/N) - N
Sign off –??

Reference – PM.070
Task – Verify Production Readiness
Key Deliverable- Configured Application
Primary Responsibility/ Role – Client Project Director
Reviewers – Project Steering Committee
Facilitated Review(Y/N) - N
Sign off –??

Production
Reference – PM.080
Task – Start Production
Key Deliverable- Production System
Primary Responsibility/ Role – Client Business Lead
Reviewers – Project Steering Committee
Facilitated Review(Y/N) - N
Sign off –??


I hope you find this information useful. I will cover remaining phases of the project in coming days. Your comments would be highly appreciated.