Monday, May 19, 2008

Using CASE to solve Outer Join issues

As many of you know, one of the services that my company offers is Discoverer workshops. What this means is that we send one of our experienced trainers on site and work, sometimes one on one, with the end users on their real system to help them generate the reports that they need. Sometimes I get to go and while I would like to do this more often I just don't have enough time so when the chance does come around I jump at it.

Anyway, one of the most frequent problems that I come across with end user reports is how to effectively create and work with reports when two or more of the folders have outer joins. Such a situation happened in one of the recent workshops that I conducted.

Picture if you will an EUL with 2 folders, folder A and folder B, where folder A is the master being outer joined to B. Thus, if you include something from both folders you will get one row for every item in folder A even if there is nothing in folder B. This is the benefit of the outer join.

Let me get more specific. Let's say that we are working in Human Resources where folder A is Employee Master and folder B is for Employee Leave. Because not all employees have taken leave there is an outer join between the two. Now let's say that in the Leave folder there is an item called Leave Desc that contains descriptions to indicate what kind of leave the employee had taken. With me so far? Here's a screenshot:




Here's some example output:


Ok, so now we want to build a report that allows the end user to exclude one or more Leave Desciptions from the report. To be specific, We want to see all Employees who either have not been sick or have not taken any leave yet. Looking at the report we should be including Carol, Michael and Susie, but not George.

Simply creating the following condition will not work:

Leave Desc <> 'Sick'

Here is that output:


As you can see, George is still included but now appears to have not taken any leave, which isn't true. How about if we also say that Leave Desc IS NOT NULL?

This doesn't give us the right answer either because now both George and Carol have been omitted.

Let's create this calculation which we will call Exclusion:

CASE WHEN "Leave Desc" = 'Sick' THEN 1 ELSE 0 END

We now get this answer, which as you can see has annotated the rows we do not want with 1.



You might think that adding this condition: Exclusion <> 1 would work but it will not. Try it for yourself and you will see what I mean.

You actually need to do add a Boolean OR condition, like this:

Exclusion <> 1
OR
Exclusion <> 1



Problem solved - isn't it? Try removing the Exclusion from the report and see what happens. In Plus you will get the right answer. However in Desktop you will find that your sorting goes wrong. The solution in Desktop is to add a hidden group sort on the Exclusion!

The problem is solved because of the way the CASE statement works which dictates that the function will end as soon as a true condition is encountered. So even there are NULL records these will all get Exclusion of 0 which is the default.

Friday, May 16, 2008

How to find Discoverer patches

A few people have contacted me recently saying they were having troubles finding the latest Discoverer patches. To help you, here is a workflow:

  1. Launch Metalink and enter your login ID and password
  2. Click the Patches & Updates tab
  3. Click the Simple Search link
  4. Change Search By from Patch Number/Name to Product or Family
  5. Enter Oracle Discoverer Family in the search box
  6. Change Release to iAS 10.1.2.2
  7. Set both Patch Type and Classification to Any
  8. Select your operating system or use Microsoft Windows (32-bit)
  9. Click the Go button
  10. The patches will be listed in order of release with the most recent first

Wednesday, May 07, 2008

Discoverer 10.1.2.3 update

August 2008 Important Update: Oracle released CP1 for Discoverer 10.1.2.3 on August 7th (link to patches)

In a recent posting of mine (link) I advised you not to upgrade to Discoverer 10.1.2.3 just yet.

I have heard that Oracle is working on a critical patch update for 10.1.2.3 that will incorporate all of the 10.1.2.2 critical patches (CP4, CP5 and CP6) plus fix any specific 10.1.2.3 issues that are unique to that release. The latest information I have is that you should expect to see the 10.1.2.3 patch before the end of the summer. I don't have any better timeline than this I'm afraid. As soon as I hear something more definite I promise I will let you know.

Therefore, for the time being I still recommend not upgrading to 10.1.2.3. You should, however, upgrade to 10.1.2.2 and apply the most recent critical patch (link).

Wednesday, April 30, 2008

BI Publisher and Discoverer - 1

Well it took me a while and lots of digging but I finally managed to get BI Publisher and Discoverer to interface to each other. If you are one of the hundreds who have tried and been unsuccessful, or maybe got there in the end you will understand what kind of an achievement this is.

I made lots of notes as I did the installation(s) and am now formulating a plan of action for publishing a series of articles that will describe in detail exactly how to go about taking a 10.1.2.2 Discoverer and making it interface with BI Pubisher.

Watch this space in the coming weeks.

Thursday, April 24, 2008

Performance degradation between IE and McAfee

It has recently come to my knowledge, via Mike McGrath, that there is a serious degradation in performance if you use Discoverer in the MS IE6 or IE7 browsers when you have the McAfee ScriptScan protection enabled. I know this will come as a shock to many corporate organizations but it is true nevertheless. It is known to affect McAfee 8 and 8.5 but may well be happening with other versions and be the cause of so many people complaining about Discoverer and / or Portal performance.

Note: the above applies equally to Discoverer Viewer and Oracle Portal and probably many other Oracle tools

What appears to be happening is that McAfee is checking the data being returned from Discoverer before allowing it to be displayed on the screen. If you have McAfee and are using either IE6 or IE7 you may be complaining to your IT department about the slow running of Discoverer. This is not a Discoverer issue. We can prove this by running the same report in Firefox where it will run fast.

If you are observant, you can tell that something is amiss because the browser itself will indicate that it has finished processing (the green status bar at the bottom right will be removed or the Windows icon at the top right will stop wiggling around), yet the output still does not display and may not do so for 10 or more seconds.

As a background to all of this, IE uses a Windows component called Windows Scripting Host, or WSH for short, to execute JavaScript (and other things). My version of WSH was 5.6. The most recent version is 5.7, though Microsoft claim that there are no major changes in 5.7! However, one of the changes that they do mention is an improvement to JavaScript that should benefit pages with lots of AJAX-like features (like our Discoverer and Portal pages).

Here is the link to download WSH 5.7:

http://www.microsoft.com/downloads/details.aspx?FamilyID=47809025-D896-482E-A0D6-524E7E844D81&displaylang=en

I installed WSH 5.7, and while this did help IE7 it had no impact on IE6. We therefore seem to have the the following four options:
  1. Do not use McAfee - probably not an option for many users if the corporate policy is to use McAfee
  2. Disable the ScriptScan feature of McAfee across the enterprise - there may well be some resistance to this from your IT department
  3. Do not use IE6 but use Firefox
  4. Upgrade to IE7 and upgrade to WSH 5.7

I guess there is a fifth option which would be to get McAfee to include an option whereby you could specifiy which domains you trust data to come from and therefore bypass the scanning process.

Options 1, 3 and 4 are relatively simple to do although not simple to apply enterprise wide. I will therefore now concentrate on option 2 and show you how to disable the ScriptScan feature inside McAfee.

  1. First of all, right-click on the McAfee icon in the taskbar. You will see the following pop-up
  2. From the pop-up, select On-Access Scan Properties. The following dialog box will be displayed.
  3. Click on the ScriptScan tab
  4. Uncheck the box called Enable ScriptScan
  5. Click the Apply or OK buttons

I found that disabling ScriptScan usually takes effect immediately and you can even stay within the browser. You should see an immediate improvement in Discoverer performance.

When I tried re-enabling ScriptScan, to prove that McAfee was indeed the culprit, we noticed that we had to close the browser, and therefore the Discoverer session, before scanning was implemented again.

I found another interesting article on Andy Dominey's Blog concering this issue. You may want to take a look (link)

Note: as previously mentioned, the above applies equally to Discoverer Viewer and Oracle Portal and probably many other Oracle tools

If you have a solution for this or know of another workaround please let me know (email)

Useful patch numbers and release notes for 10g and 11g

Last Updated: October 26, 2010

This posting is a synopsis of the most useful patch numbers, certification notes and release information for Discoverer 10g Releases 2 and 3, plus the latest Discoverer 11g. At the bottom of the page you will find information concerning Discoverer certification with E-Business Suite.

Discoverer and IE Certification
Discoverer 11g will be the first version of Discoverer to be certified with the Microsoft IE 8 browser.

Oracle have no plans to certify any version of 10.1.2 with IE8. The first version of Discoverer that will be certified with IE8 is the 1st patchset for Discoverer 11g which you should expect to see during 2010. For more information regarding IE8 certification please refer to MetaLink note 843865.1

As for Microsoft IE6 and 7 certifications, 10.1.2.2 is certified for use only with IE6, while 10.1.2.3 is certified for use with both IE6 and IE7.

Install Discoverer Administrator or Desktop onto Vista 
In order to install the base Discoverer 10.1.2.0.2 tools for Administrator and / or Desktop onto Microsoft Vista you need to launch the setup.exe from a different location.
  • 6153263 - this is the patch containing a modified installer that will allow the Discoverer 10g tools (Administrator or Desktop) to install onto Vista. Click here for more information.
Upgrade to 10.1.2.3 
This is a must-have upgrade and is the only version of Discoverer which is currently having cumulative patches released for it. This is a very stable release and will be the basis for all future releases. If you have already upgraded to 10.1.2.2 then you can apply 10.1.2.3 directly on top. There is no need to de-install 10.1.2.2 or any of its cumulative patches as 10.1.2.3 will manage all of this for you.

If you have not already applied 10.1.2.2 then the upgrade to 10.1.2.3 is a major upgrade and I advise your DBA and / or your administrator to carefully read the release notes before startng the upgrade.

10.1.2.3 vital note: If you have installed this patch make sure you also install CP2 (see below)
  • 5983622 - this is the patch to upgrade Discoverer 10g to 10.1.2.3. It can be applied on top of any 10g version (e.g. - 10.1.2.0.0, 10.1.2.0.2/10.1.2.1 or 10.1.2.2)
This is a major upgrade which may well also require an upgrade to your infrastructure database (see Database 10.1.05 Upgrade notes below). If you are not using an infrastructure the upgrade to 10.1.2.3 is very easy and should take a competent administrator no more than an hour. The upgrade with an infrastructure is more complex and will take from a few hours to the best part of a day, depending upon the complexity and configuration of your application server setup.

After you have upgraded to 10.1.2.3, your Discoverer version will be 10.1.2.55.26


Cumulative Patches for Discoverer 11g 
Oracle has released no cumulative patches for Discoverer 11g as of February 8, 2010. I expect to see these commence during the first half of 2010.

Cumulative Patches for Discoverer 10.1.2.3 (see platform notes and tags alongside individual patches)
Cumulative patches for 10.1.2.3 can only be applied on top of the base 10.1.2.3 and on top of each other. They will automatically de-install any previous cumulative patch before installing. Most cumulative patches are platform specific and usually require a password from support before you can download them.
  • CP8 - 9694503 - issues 5-OCT-2010 - works with platforms 1, 2, 3, 5 and 8
  • CP7 - 9112482 - issued 4-JUN-2010 - works with platforms 1, 2, 6 and 8
  • CP6 - 8746296 - issued 18-NOV-2009 - works with platforms 1, 2, 3, 4 and 6
  • CP5 - 8354043 - issued 12-AUG-2009 - works with platforms 1, 2 and 4
  • CP4 - 7595032 - issued 28-APR-2009 - works with platforms 1, 2, 3, 4 and 6 (see note below)
  • CP3 - 7319096 - issued 4-JAN-2009 - works with platforms 1, 2, 6 and 7 (do not install - read why)
  • CP2 - 7198716 - issued 3-OCT-2008 - works with platforms 1, 2, 3, 4, 6 and 7
  • CP1 - 7111842 - issued 7-AUG-2008 - works with platforms 1, 2, 3, 4, 6 and 7
Platform Notes:
The above cumulative patches can be applied to the following platforms:
  1. Microsoft Windows (32-bit)
  2. Linux x86
  3. IBM AIX (5L) Based Systems (64-bit)
  4. Sun Solaris SPARC 32-bit, can also be installed on Sun SPARC 64-bit
  5. Sun Solaris x86
  6. HP-UX PA-RISC (32-bit)
  7. HP-UX Itanium
  8. Oracle Solaris on SPARC 64-bit
IMPORTANT NOTE for CP4 and above
Please apply the JDBC patch p4398431_10105_GENERIC.zip for bug 4398431(release 10.1.0.5).This patch needs to be applied to all Oracle Homes, i.e. Infrastructure home as well as all related midtier homes.
Bug 4398431 - HANG WHEN RETRIEVING A CONNECTION FROM THE IMPLICIT CONNECTION CACHE

Then proceed with applying the CP4 or above patch. If you are upgrading from CP4 and above it is assumed that you have already applied 4398431 and you do not need to do it again.

Database 10.1.0.5 upgrade notes 
When you install the full-blown application server 10.1.2.0.2 (10.1.2.48.18) out of the box you will get a pre-seeded 10.1.0.4 metadata repository. Before you can apply either the 10.1.2.2 or 10.1.2.3 upgrade this database must be upgraded to 10.1.0.5. This upgrade will take a competent DBA about half a day.
  • 4505133 - this is the 10.1.0.5 database patch
Web Services for interfacing Discoverer with BI Publisher (10.1.2.2 only)
If you want to be able to interface Discoverer 10g with BI Publisher you will need to apply a web services patch to your Discoverer middle tier.
  • 7028146 This is an updated web services patch and is compatible with cumulative patch CP7 for 10.1.2.2 and later- see below (6778560).
  • 6622352 This is an updated web services patch and is compatible with 10.1.2.2 cumulative patches CP4, CP5 and CP6.
  • 5648158 This is the original web services patch and can be applied on top of 10.1.2.2 (you see how important 10.1.2.2 is) along with any cumulative patch up to and including CP4
Web services note: If you have already installed the original web services patch (5648158) and wish to apply CP5 or higher, you will need to remove it before you can apply CP5 or CP6. You should then apply 6622352. If you are installing CP7 or CP8 you will need to remove 5648158 or 6622352, install CP7 or CP8 then install 7028146.

The web services patch is not required for Discoverer 10.1.2.3 as this level of the application server has the necessary web services components built in.

Upgrade to 10.1.2.2 
This is no longer a must-have upgrade and if you have already upgraded to this release you need to now upgrade to 10.1.2.3. If you have not yet upgraded to 10.1.2.2 you should not do so and should proceed straight to 10.1.2.3.


Like 10.1.2.3, this is a major upgrade which will require an upgrade to your infrastructure database (see note earlier in this posting). If you are not using an infrastructure the upgrade to 10.1.2.2 is very easy and should take a competent administrator no more than an hour. The upgrade with an infrastructure is more complex and will take from a few hours to the best part of a day, depending upon the complexity and configuration of your application server setup.

  • 4960210 Patch to upgrade Discoverer to 10.1.2.2.
After you have upgraded to 10.1.2.2, your Discoverer version will be 10.1.2.54.25

    Cumulative Patches for Discoverer 10.1.2.2 (see platform notes and tags alongside individual patches) 
    Cumulative patches can only be applied on top of 10.1.2.2 and on top of each other. They will automatically de-install any previous cumulative patch before installing. Most cumulative patches are platform specific and most, certainly the more recent patches, do not usually require a password from Oracle Support before you can download them.

    • CP8 - 7306816 - issued 14-AUG-2008 - this is CP8 for platforms 2, 3, 4, 6, 7 and 8 (see * CP8 note below)
    • CP8 - 7111816 - issued 18-JUL-2008 - works with platforms 1 and 5 (see * CP8 note below)
    • CP7 - 6778560 - issued 11-MAY-2008 - works with platforms 1, 2, 3, 4, 6 and 7
    • CP6 - 6669003 - issued 12-MAR-2008 - works with platforms 1 to 7
    • CP5 - 6472361 - issued 21-DEC-2007 - works with platforms 1 to 7
    • CP4 - 6357481 - issued 07-NOV-2007 - works with platforms 1, 2, 3, 6 and 7
    • CP3 - 6155500 - issued 31-AUG-2007 - works with platforms 1 to 7
    • CP2 - 6129303 - issued 22-JUL-2007 - works with platforms 1, 2, 4 and 6
    • CP1 - 5943426 - issued 23-MAY-2007 - works with 1, 2 and 3 - obsolete - do not use
    Platform Notes:
    The above cumulative patches can be applied to the following platforms:
    1. Microsoft Windows (32-bit)
    2. Linux x86
    3. IBM AIX (5L) Based Systems (64-bit)
    4. Sun Solaris SPARC 32-bit, can also be installed on Sun SPARC 64-bit
    5. Sun Solaris x86
    6. HP-UX PA-RISC (32-bit)
    7. HP-UX Itanium
    8. Linux Itanium
    * CP8 Note: Oracle originally issued CP8 for Windows and Unix on 18 July 2008. As they were working through the other platforms they realised that further bugs needed to be fixed. Therefore, on 15 August 2008 they issued a second CP8 patch. This patch is for for Linux, IBM AIX, HP-UX (PA RISC and Itanium), plus the Sun Solaris SPARC platforms.

    You should use 7111816 if you are patching Windows, and 7306816 if using any of the other platforms.
    CP8 is the last cumulative patch for 10.1.2.2

    OPatch 
    Oracle recommends that you always make sure you have the most-recent version of OPatch installed before applying any patches. As of this posting the most-recent version of OPatch is 1.0.0.0.62. The following Oracle Support documents will help:
    • 2617419 - installer for OPatch 1.0.0.0.58
    • 6880880 - instructions and downloads for OPatch 1.0.0.0.62
    OPatch notes: when looking to download OPatch 1.0.0.0.62 you will notice that there are three different downloads available. These are:
    • Release 10.1.0.0.0 - suitable for Oracle databases 9i and 10.1
    • Release 10.2.0.0.0 - suitable for Oracle database 10.2
    • Release 11.1.0.0.0 - suitable for Oracle database 11.1
    • Release 11.2.0.0.0 - suitable for Oracle database 11.2
    most patches will install with 1.0.0.0.57, however in order to install CP8 on Linux you must have OPatch version 1.0.0.0.58 Click here for more details

    MS IE7 Certification 
    Out of the box, Discoverer 10.1.2.0.2, even with the base upgrade to 10.1.2.2, is not certified for use with Microsoft IE7. The main issue is that when you are hyper-drilling between worksheets the parameter values are not passed properly.

    • 5673463 - this allows Discoverer to be fully certified with IE7
    MS IE7 Note: Part of this fix was released in CP4 but has been fully certified and included as part of CP6 or higher. If you are on a pre-CP4 version and want to use IE7 you need this patch.


    Discoverer and E-Business Suite Certification 
    This section contains details about Discoverer's certification with Oracle E-Business Suite

    As of November 2008, Discoverer 10.1.2.2 and all of its cumulative patches are certified for use against E-Business Suite 11i and 12i. For more information please go to Oracle Support and look at note 313418.1

    Discoverer 10.1.2.3 is only certified if you apply CP1 or higher. So long as you have applied at least CP1 then it is certified for use against both 11i and 12i. For more information please go to Oracle Support (formerly MetaLink) and look at note 373634.1.

    Note: The base 10.1.2.3 is not certified with E-Business Suite


    This page is offered as a public service. If anyone has any information regarding patches, trouble with patches, or certifications please let me know

    Do not upgrade to Discoverer 10.1.2.3

    October 2008 Important Update: Oracle released CP2 for 10.1.2.3 on October 3, 2008

    I urge you not to stay on the non-updated base install of 10.1.2.3. You should apply CP2 or CP1 as soon as you can (link to patches)

    I have recently been contacted by someone asking for help with Discoverer 10.1.2.3 - 10.1.2.55.26. I'm guessing most of you never even knew that it had been released. There was certainly no big splash about this anywhere that I have seen.

    Anyway, it was released 0n 07-MAR-2008 as part of Application Server 10g patch set 3, which you can find on MetaLink as patch number 5983622. This is a major patch and can be applied on top of 10.1.2.0.0, 10.1.2.0.2 or 10.1.2.2. However, when it was first released it was very buggy which is why both Oracle and myself were recommendingyou should not apply it at that time.

    Happily, you are safe installing 10.1.2.3 so long as you apply at least CP1.

    However, if you are using E-Business Suite, Oracle is still not recommending customers not to upgrade to Discoverer 10.1.2.3 because:
    • 10.1.2.3 is not yet certified with E-Business Suite 11i or 12. This work is currently in progress and the appropriate notes will be updated when the certification is complete.

    Therefore, if you have already upgraded to 10.1.2.3 you need to reverse that and get back to a stable version of 10.1.2. At that point, if you have not already done so, you need to upgrade to 10.1.2.2 (patch number 4960210) and then apply the latest 10.1.2 cumulative patch. As of the date of this posting this is CP8 which was released during July and August 2008. You can find it on MetaLink as patch number 7306816 (if on Linux, Solaris or HP) or 7111816 if you are using Windows.

    Optionally, especially if you want to interface Discoverer 10g with BI Publisher you will need to also apply the web services patch which for CP4 and above is 6622352.

    Monday, February 11, 2008

    Need to login to Discoverer twice

    Do you have to log into Discoverer twice in order to make it work? If so, read on because I have a possible solution for you.



    When you launch either Discoverer Viewer or Plus, as shown above, and enter your credentials into the dialog box, does Discoverer respond with something like this?

    Presumably what happens next is that you log in again using exactly the same credentials and now it works. Yes?

    If so, the problem lies in the way that your server name has been defined inside the HTTPD.CONF file which you will find in the Apache configuration folder on your Application Server:

    $ORACLE_HOME\Apache\Apache\Conf

    You will need to edit HTTPD.CONF and search for a line that begins with ServerName. It will more than likely look something like this:

    ServerName servername

    For example:

    ServerName asclaptop4

    Notice how there is no domain name associated with the server. This is the problem, and is causing the system to incorrectly convert the URL inside OC4J.

    Solution

    There are two solutions; a temporary solution and a permanent solution. Both are outlined below:

    Temporary Solution:

    The temporary solution is to make sure that you only call Discoverer using a fully qualified domain name in the URL. You do that like this:

    http://servername.domain.com:port/discoverer/viewer or

    http://servername.domain.com:port/discoverer/plus

    Permanent Solution:

    The permanent solution is to change the ServerName so as to make it a fully qualified domain name, as shown in the example below, and then restart the application server. You now should be able to log in just once.

    ServerName servername.domain.com

    For example:

    ServerName asclaptop4.learndiscoverer.com

    By the way, using the command line, here is how to stop, start and check whether Discoverer is up and running:

    To Start Discoverer, use this workflow:

    1. Navigate to the $ORACLE_HOME\opmn\bin folder
    2. Execute this command: opmnctl startall

    To check whether Discoverer is up and running, use this workflow:

    1. Navigate to the $ORACLE_HOME\opmn\bin folder
    2. Execute this command: opmnctl status
    3. The system should respond with something like this:



    Note: It is perfectly ok for DSA, LogLoaderd and dcm-daemon to have a status of Down so long as all of the other components show Alive.

    To stop all of the Discoverer components, use this workflow:

    1. Navigate to the $ORACLE_HOME\opmn\bin folder
    2. Execute this command: opmnctl stopall

    Do you have another solution for this issue? If so, either drop me a line or post a comment to this posting.

    Wednesday, January 30, 2008

    SunGard Summit 2008

    I am delighted to be able to let you know that Armstrong-Smith Consulting will be attending the SunGard Summit 2008 (link) conference in Anaheim, April 13 to 16. At the conference we will once again have a 10 x 10 booth and will be able to discuss our Oracle Discoverer training and consultancy offerings with attendees.

    Last year, we had over 500 people attend our booth. During the conference we also gave away an iPod and 4 copies of our Oracle Discoverer 10g Handbook (link).

    For those of you who don't know, SunGard Higher Education (link) provides software, systems implementation and integration, strategic consulting, and technology management services to colleges and universities. Here at Armstrong-Smith Consulting we are delighted to have partnered with SunGard and to be a part of the SunGard Higher Education Collaborative.

    Our partnership allows us to provide report building, training and other consultancy services for Oracle Discoverer on the SunGard ODS and EDW products. We can even help institutions comply with federal and state regulations to ensure that their private data is secured.
    • Are you a SunGard Higher Education customer?
    • Do you have the SunGard ODS or EDW?
    • Do you have Oracle Discoverer?
    If you answered yes to the above three questions you need to speak with either your SunGard Higher Education support representative or email us at info@learndiscoverer.com and find out how we can help you make the most of your investment.

    Monday, January 28, 2008

    Would you like to see your BI articles on the web?

    Have you written any interesting articles on Discoverer, Oracle Warehouse Builder and / or just business intelligence in general but have no means of getting this information out into the BI community? If so you will be among hundreds of like-minded people who would love to see their articles in print. This is where I would like to come to your aid. I am offering to make available your articles and papers from my web site and via my blog totally free of charge.

    To have documents posted you would need to send them to me, along with any commentary that you would like to see displayed. If you have enough material I could even create a special page just for you. I do however reserve the right to look through any documents you send me before publishing as I would not want anything that is offensive or a copy of someone elses work on my site. If I see anything that is of concern I would raise it with you and I will of course give you full credit for anything you send me that is published.

    The first documents have already been submitted (link) and I would like to say thank you to Jayashree Satapathy and Krishna Mohan from Hyderabad, India for sending me two Discoverer Power Point presentations. The two papers that have been submitted are:
    • Discoverer 10g Administration - 84 slides that focus on administering Discoverer in an E-Business Suite environment. You don't see many papers on this topic and you may well find something you didn't already know
    • Discoverer 10g Desktop - 80 slides that focus on the Discoverer Desktop, a tool that does not get a lot of press these days. Towards the end of this paper you will find some very interesting slides that walk you through running a Discoverer worksheet from within E-Business Suite
    Do you have a BI paper that you would like to see published? It doesn't have to be on Discoverer, you can pick any BI subject you like. This is a great opportunity to spread the wealth of information that is available about Discoverer, Warehouse Builder or just BI in general. Think it over and if you would like to get going feel free to send me (link) a document or two.

    New white paper on Discoverer sizing

    Following years of research at dozens of clients I came to the conclusion that the sizing matrix published by Oracle is somewhat inaccurate, particularly in the amount of memory required to run Discoverer Plus in a real-world environment. For the past couple of years I have been recommending my clients not to follow the Oracle published matrix and have been advising them independently. Recent follow-ups have confirmed that those clients who have followed my advice see very little issues with their Discoverer servers needing additional RAM or CPU.

    I have therefore decided to publish my findings as recommendations in a white paper. That white paper is now available for download (link) from my main web site.

    If you have any experience with sizing of Discoverer that you would be willing to share please let me know. We can all better help the community at large if we share information.

    Friday, December 07, 2007

    Discoverer Cumulative Patches available

    Last updated: June 5, 2008 (link to useful patches)

    If you didn't know already, let me be the first to give you the great news that Oracle has changed its patching policy for Discoverer. Gone are the days of sifting through myriads of individual patch numbers trying to figure out if there is a patch for the issue you are seeing. Instead, Oracle has introduced what are called Cumulative Patches.

    If you have access to MetaLink you should take a look at note 466058.1. Here are the main points (mostly Oracle's text with some explanatory comment from me):

    After getting numerous suggestions from customers, partners, and internal support engineers, Oracle Discoverer Development has implemented a cumulative patching model starting with Oracle BI Discoverer 10g (10.1.2.2). This is Discoverer version 10.1.2.54.25. The new model replaces the one-off patching model that was in practice with previous versions 10.1.2.0.2 – 10.1.2.1 (Discoverer 10.1.2.48.18).

    These Discoverer cumulative patches can be installed on top of the full Oracle Application Server or the Oracle BI Discover standalone editions 10.1.2.2 (Discoverer 10.1.2.54.25), and higher versions.

    The cumulative patching model applies to Discoverer Plus and Viewer (in other words the middle-tier), for both Discoverer relational as well as Discoverer for OLAP. Patching for Discoverer Administration and Desktop on Windows (the client-server components) will continue to use the previous one-off patching model, at least for the time being.

    Here is some additional information about the cumulative patching model:
    1. The Discoverer cumulative patch (otherwise called CP):
      The Discoverer cumulative patches (CP) for Oracle BI Discover 10g (10.1.2.2) are what Oracle call merge patches. These combine multiple one-off bug fixes rolled up into a single patch. The good news is that these cumulative merge patches include bug fixes for both Discoverer Relational and Discoverer for OLAP. The excellent news is that each patch is cumulative, meaning, that CP7 will include all fixes up to and including CP6 plus any new bug fixes.
    2. The Discoverer cumulative patch schedule:
      Oracle plans to release the Discoverer cumulative patches approximately every five (5) weeks. According to Oracle, these dates are approximate and may change depending on the number of bugs encountered. In reality the average has been about 10 to 12 weeks. As of the time of the latest edit to this posting, Oracle has released 7 cumulative patches. The latest one is CP7 (patch number 6778560) and contains over 300 bug fixes on top of the base Discoverer 10.1.2.2 patchset. (link to useful patches)
    3. The advantages of Discoverer cumulative patches:
      Unlike the one-off patches, which are still availble by the way, each cumulative patch contains large number of bug fixes and undergoes Quality Assurance (QA) regression testing. Oracle state that this will greatly improve the stability of the patches and the product and will help customers take advantage of the latest available bug fixes. This also greatly reduces maintenance since you install only one cumulative patch and do not have to install and rollback multiple one-off patches

    Friday, October 19, 2007

    Open World is coming

    With only a couple of weeks to go before Open World I have been looking through the agenda and have selected the when, who, where and what of some of the Business Intelligence and Discoverer presentations that caught my eye. I'll be at most of these so say hello if you see me.

    When: Monday 12th November 11:00am to Noon
    Who: Michael Armstrong-Smith
    Where: Franciscan Room D, Hilton
    What: Build a Discoverer EUL in one hour

    Yours truly will be giving a a quick, fast, live (yes live) demonstration on how to build a Discoverer End User Layer

    When: Monday 12th November 12:30pm to 1:30pm
    Who: Steven Feuerstein, Quest Software
    Where: Hilton Continental Ballroom 5
    What:Break your addiction to SQL
    Steven is one of the best speakers on the Oracle circuit and has written many books on SQL (link). If you have never heard him before you should drop in. He also runs a cool blog (link)

    When: Monday 12th November 3:15pm to 4:15pm
    Who: Steven Feuerstein, Quest Software
    Where: Hilton Yosemite Room B
    What: Optimize PL/SQL with Collections

    When: Tuesday 13th November 10:45am to 11:45am
    Who: Mike Durran, Oracle
    Where: Moscone West 3022 L3
    What: What's coming next for BI Standard Edition and Discoverer

    Along with Jeff Hohman and Mike Donahue (see below), Mike Durran is among my favorite presenters. Even if you don't like the subject, which you should seeing as you are reading this blog, drop in anyway because all of them are nice people. You'll always get straight answers from these gentlemen.

    When: Tuesday 13th November 12:15pm to 1:15pm
    Who: Mike Durran, Oracle
    Where: Moscone West 3022 L3
    What: How to migrate Discoverer to BI Enterprise Edition

    When: Tuesday 13th November 3:15pm to 4:15pm
    Who: Steven Chan, Oracle
    Where: Moscone West 3022 L3
    What: Using E-Business Suite with Application Server 10g

    Steven runs a great blog (link) for everything to do with E-Business Suite. If you use it you could do a lot worse than drop in and take a look.

    When: Tuesday 13th November 4:30pm to 5:30pm -
    Who: Michael Armstrong-Smith
    Where: Moscone West 2nd Floor Lobby

    What: Oracle Press Author Meet and Greet
    If you have a copy of my Discoverer 10g Handbook bring it along and I will sign it for you. If you don't have one yet, get one at the bookstore - you know you want one!

    When: Wednesday 14th November 3:00pm to 4:oopm
    Who: Simon Griffiths, British Telecom
    Where: Moscone South 303
    What: Partitioning experiences


    When: Thursday 15th November 8:30am to 9:30am
    Who: Jeff Hohman, Oracle
    Where: Moscone West 3024 L3
    What: Discoverer, Portal and VPD


    Where: Thursday 15th November 10:00am to 11:00am
    Who: Mike Donahue, Oracle
    Where: Moscone West 3014 L3
    What: BI Publisher with E-Business Suite

    When: Thursday 15th November 11:30am to 12:30pm
    Who: Mike Durran, Oracle
    Where: Moscone West 3014 L3
    What: Oracle BI Standard Edition Best Practices


    When: Thursday 15th November 2:30pm to 3:30pm
    Who: Debbie Arnold
    Where: Moscone West 3024 L3
    What: BI Publisher made easy

    Wednesday, August 22, 2007

    An EUL horror story

    EUL backups - now there's a novel concept. Let me tell you a story.

    Just over a year ago I consulted to a large organization and created a new EUL with a couple of business areas. It took three weeks to complete. On the Friday when I was leaving I migrated the whole lot from Dev to Prod and left.

    About 11am on Monday morning I received a call that went something like this: Michael, hello, how are you? Ummm - Discoverer deleted itself from production. Don't you find that odd? Why does it do that?

    Well you can't kid a kidder. Because I know the tool so well I said - it cannot just delete itself - either the owner or someone who knows the EUL owner's password must have logged in and told Discoverer to delete the EUL.

    No admissions of guilt were offered - naturally. I mean - would you own up to having deleted your company's production reporting system on the same day that it went live? Perhaps booking a one-way ticket to Australia (sorry oz - but I am English) would be in order.

    No problem - I said - go to your Prod backup and restore your EUL schema. You'll soon be back up and running.

    Ah - they said - here's the second problem - we forgot to put the EUL schema into the backup routine.

    Hmm - I said - in that case all you have to do is go to your Dev instance, export the EUL and then import it into Prod.

    Ah - they said - here's the third problem - we refreshed Dev from Prod on Sunday afternoon and it also does not contain an EUL.

    Oops - I said - when do you want me to come back?

    Let us think about it - they said - and we'll call you back.

    They did call me back and I informed them that before I left on Friday I had taken a backup myself of the EUL in Dev and told them where it was on their server.

    Phew - they said - thank you, thank you. Oh and by the way the DBA admitted to having dropped the EUL schema on Friday evening as he thought it was a user messing about!

    I recount this story as a warning to everyone else - please make sure your EUL schema is included in your backups. A good administrator should also take periodic exports of the EUL - just in case!

    Anyone else got a similar horror story - hopefully with a happy ending?

    By the way - I'm in Boston this week and I can't find a decent English cup of tea anywhere. In years gone by we would have gone to war over that. Oh - we did - and we lost. Methinks I'd better keep a low profile.

    Monday, August 20, 2007

    Paper accepted at Open World 2007

    I am delighted to be able to let you know that I have had a Discoverer paper accepted for Oracle Open World 2007. I will be presenting my famous Build an EUL in one hour paper. Perhaps you have already seen it? Perhaps you have heard of it and would like to see for yourself?

    Either way, this will be a live demonstration, using the Discoverer 10.1.2 Administration tool of how to create a fully working End User Layer inside one hour. You will be shown all of the steps involved in creating a fully working Oracle Discoverer EUL. If you have a copy of the Oracle Discoverer 10g Handbook, this presentation will take you through all of the steps required to build the tutorial database.

    I will start by selecting the schema owner and tables required. Using the Load Wizard, you will be walked through all of the steps involved in loading the meta data definitions from the source database. Sticking close to the wizard's defaults, you will see how Discoverer automatically builds joins and lists of values.

    After I have the base folders loaded, now the fun stuff begins. You will now be shown how to add some new items, in particular we will add new columns for calculating standard margin and mark up, as well as for profit and profit percentage. We do this so that the end users do not need to build these for themselves.

    Next, you will be shown how to build complex folders out of the simple folders that we have just created. We will create fiscal date folders, linking these back to the sales order folder. After creating these new folders, you will be shown how to create fiscal date hierarchies so that users can drill from day, to fiscal month, fiscal quarter and so on.

    After you have been shown how to build complex data folders, you will be shown how to build a geographic rollup. This rollup will allow the users to drill from City to District to Region.
    After building the complex folders for fiscal date and geography, we will have created a psudo star schema with the our sales folder at the center.

    The presentation will conclude with a walk through of some of the most often used features of Discoverer's Administrator edition. As I have said many times, you are only limited by your own imagination when it comes to working with Discoverer.

    If you're going to be in San Francisco in November come and join me and say hello.

    Wednesday, July 25, 2007

    Using ALL in a parameter

    From time to time, I get asked and I see questions in the OTN forum regarding how to create a condition / parameter that will allow a user to select all items from a list of values without actually checking off every item in the list.

    Here's an example drawn from my own database.

    As you can see I am starting out with a Crosstab workbook that displays the Cost and Selling Price for my Products by Channel and Product Line, with the Product Line being a page item.

    Next, I started out by creating a new parametized condition. As usual, from the Values drop-down list I selected New Parameter. Below is my completed New Parameter dialog box. Of note you should see that I have told the user that they can enter ALL for all values, and I have even set the default to be ALL. Even though that value does not appear in my list of values, it doesn't matter. Discoverer will allow me to continue.

    After clicking the OK button to close the New Parameter dialog box, back in the New Condition box I clicked the Advanced button to the side of the condition and from the enhanced list I selected OR so that I can add some Boolean logic to my condition.

    The first thing I did was to click the drop-down alongside the Item. From the list I then selected New Calculation. In the calculation I typed in the following: UPPER(:ProdLine). I did this so that my users do not have to type ALL (in uppercase) but rather they can type all if they wish, or even All.

    Finally, as you can see below, I completed my condition my typing in ALL into the Values area.


    My final condition is therefore this:

    Line Name = :ProdLine
    OR
    =UPPER(:ProdLine) = 'ALL'

    Notice how Discoverer added the = character in front of my calculation. This is Discoverer's way of letting you know that what follows is to interpreted as a calculation and not a literal value.

    That's all there is to it. With the condition finished, whenever my users are prompted to select one or more product lines, they can type in ALL and Discoverer will return all values.

    Monday, June 25, 2007

    Memories of ODTUG 2007

    Last week I was in Daytona Beach, Florida, attending the ODTUG Kaleidoscope 2007 conference, and what a great conference it was. Not only did I meet up with many old friends, among, in alphabetical order, Mike Ault, Mike Durran from Oracle, Kent Graziano, Mark Rittman, and Dan Vlamis; but I made contact with several new people who are destined to become regulars on my emailing list; presented a couple of interesting papers; but I got a chance to attend some great presentations.

    I particularly enjoyed Mark rittman's paper on BI EE for Discoverer users, Jeff Hofman's paper on integrating Discoverer with SSO and Portal, and Mike Donahue's paper on BI Publisher. One paper that I had to miss, because it was being given at the same time as I was presenting, was by Mike Durran who was presenting Oracle's roadmap for Discoverer. Mike himself had published Oracle's Discoverer Statement of Direction on OTN (link). If you haven't had a chance to take a look, I fully recommend doing so as it clearly spells out that Discoverer is here to stay.

    All in all, I counted almost 10 papers either directly focused on Discoverer on with Discoverer content. This makes a sharp increase over previous years and shows how popular Discoverer has and is becoming. If you or your company are sitting on the fence, already have Discoverer, but haven't made full use of it yet, then now is the time to do so. Discoverer is not going away and is firmly an integral piece of Oracle's business intelligence offerings.

    By the way, my two papers from ODTUG will be available for download from by website (link) before the end of this week.

    Monday, May 21, 2007

    All about ODTUG


    The Oracle Development Tools User Group (ODTUG) is having its annual conference next month in Daytona Beach, Florida. If you have never been, perhaps this might change your mind:

    If you haven’t already heard about the ODTUG Kaleidoscope Conference, June 18 through 21 in Daytona Beach Florida, I recommend that you check it out. I will be presenting at it and am looking forward to mingling with other Oracle technologists in an atmosphere that is both conducive to learning and relaxing. Long-heralded as the Oracle user group for developers and by developers, the Oracle Development Tools User Group (ODTUG) established Kaleidoscope as its flagship event with sessions covering all the practical technical information you need to excel in your job.

    Why attend ODTUG Kaleidoscope? Because it's the only conference of its kind to give attendees the opportunity to get hands-on training with the tools, learn smart techniques, and talk with the experts that make Oracle tick. Kaleidoscope features:

    • More than 125 Technical Sessions with handouts—real topics, with real information, for real developers. No hired presenters. No fancy footwork. Just genuine colleagues sharing practical information.

    • Two full days of preconference Hands-on Training.

    • Oracle product updates.

    • A full-day Oracle Fusion Symposium.

    • An Oracle PL/SQL Test-A-Thon, developed by Steven Feuerstein and packed with great prizes. The Test-A-Thon is sponsored by Quest Software and O’Reilly Books.

    • A one-of-a-kind Install Fest, where you will learn from the "gurus" how to install and configure Linux to run Oracle 10g software.

    • APEXposed, an ODTUG exclusive "Seriously Practical" training event on Application Express.

    • Unprecedented opportunity for networking with colleagues and experts at organized functions, on-site SIG Meetings, and more.

    It's affordable. It's technical. It's in Daytona Beach. And it's what you need to survive in today's fast-paced Oracle environment. When it comes to supporting Oracle developers in the trenches, the most targeted conference available is ODTUG Kaleidoscope,

    For more information about ODTUG Kaleidoscope activities, location, exhibitors, or sessions, please visit http://www.odtugkaleidoscope.com/ or call 910-452-7444.

    Hope to see you there.


    P.S. Click here for information about the papers I am presenting.

    My sessions at ODTUG

    For everyone who has been asking, here are the dates and times for the two presentations that I am giving at next month's ODTUG conference in Daytona Beach, Florida.

    Securing Private Confidential Information is scheduled for Wednesday, June 20, 2007 from 4:00-5:00 in Coquina B

    Automated Scheduling and E-mailing from Within Discoverer—and More is scheduled for Thursday, June 21, 2007 from 11:00-12:00 in Coquina G

    Are you going to ODTUG? If so, look me up.

    By the way, here's the low down on the two papers:

    Automated Scheduling and E-mailing from Within Discoverer:

    Ever wanted to know how to schedule a Discoverer workbook and automatically e-mail it? Perhaps you are one of the hundreds of people who have asked this very question on the OTN forums. If so, your search is over. You'll be amazed at the simplicity of the approach and be ready to take it back to your office and try it for yourself. You will also learn how to set up Discoverer lists of values that comprise both an ID and a Description at the same time. This live demonstration of both Discoverer Administrator and Plus will show you how to create parameters that will accept an ID or a Description, yet still return the description to the user.

    Securing Private Confidential Information:

    Recent high-profile cases have highlighted the need for data such as social security numbers, dates of birth, and ethnicity to be protected. Have you considered securing your private and confidential information but decided it was too difficult? Using profiles and a VPD, you will see how to set up both row-based and column-based security. Using Discoverer, you will learn how to set up a mechanism to allow your support staff to connect to the database using the same profile as an end user, without the need to know the end user's password. Thus, you can set up a secure environment yet at the same time enable your support staff to help your users without the security breach of a disclosed password.

    Thoughts on OBI EE for Discoverer Users

    There's a very interesting article of Mark Rittman's blog entitled Thoughts on OBI EE for Discoverer Users. I won't bore you with the ins and outs but, and to quote from Mark:

    if we’re looking at a potential upgrade for Discoverer users, it would be useful to take a moment to think about what’s good, and what’s not so good, about Oracle Discoverer

    Mark does a very good job of discussing the pros and cons of Discoverer and at first glance the article can look a little anti-Discoverer. However, read on and you will see that Mark has been equally tough on the new OBI EE. Thus, in my opinion, I think the article is well worth reading.

    Monday, April 23, 2007

    Totals and blank lines

    The following is an interesting conundrum that I have come across recently and is something that you might be interested in knowing about. It's concerned with what happens when you combine sub-totals and additional rows between group sorted items.

    Example:

    In the following worksheet, as shown in illustration 1, you can see that I have a group sort on the Customer with a sub-total on the Profit. A not uncommon scenario I hope you will agree.

    Illustration 1: A group sort with the sub-total displayed correctly

    Next, I right-clicked in the Customer and from the pop-up menu selected Format Table. Discoverer opened up the Format Data dialog box. This box has three tabs:
    • Format - on this tab you set up the standard formatting characteristics such as font, size, background color, foreground color, alignment and so on

    • Text - on this tab you can set additional characteristics such as uppercase, lowercase or capitalization

    • Breaks - on this tab, which is only enabled if you are formatting a Group Sort, you can control what happens when group sorted items change. As you can see in illustration 2, I have enabled a line width of 2 in red, and the insertion of one blank row between each group sorted item.
    Illustration 2: The Format Data dialog box and the Breaks tab

    After I clicked the OK button in the above box, Discoverer redrew my screen, but drew it incorrectly as shown below in illustration 3. As you can see, the totals still calculate correctly. But take a close look at what happened on the totals line for each sub-total other than the first one. As you can see, the word NULL has been inserted against each of the other items. In addition, take a very close look at row 9 and in particular at the cell value containing the Profit. As you will see, Discoverer has placed the Sum label here instead of alongside the $23,939.00 on the previous row.

    It therefore appears that the insertion of an additional line for the group sort has caused the label to move down by that number of rows also. This means that Discoverer does not know what to do with the cell values on the original sub-total and so it inserted a NULL value. Formatting the table to change the display of NULL values to something other than NULL does indeed change the wording.

    Illustration 3: A group sort with the sub-total displayed incorrectly

    Therefore, please be very careful when using additional lines between group sorted items when there are sub-totals. The following illustration shows the same worksheet displayed in Viewer. As you can see below in illustration 4, Viewer does not appear to have this issue. I can therefore only assume it is something to do with the Java.

    Illustration 4: The same group sort, as seen in Viewer, with the sub-total displayed correctly

    Friday, April 13, 2007

    The future for Discoverer

    From time to time people approach me and ask me what do I think will happen to Discoverer now that Oracle have Siebel and Hyperion (including Brio). The pessimists in the world think that Oracle plan to drop Discoverer. I don't believe this for one minute.

    But why don't I believe this? Well for a start Oracle have new releases of Discoverer planned for this year (10.1.2.3), and next (11g). However, for fun, let's assume that Oracle do plan to drop Discoverer. They won't announce this in the same year that they release 11g because that would just make folks not even bother to use the latest version. So the earliest I would see such an announcement would have be in 2008. However, as all Oracle products carry a 5 year full support agreement from whenever the drop is announced this would mean that Discoverer would remain a fully supported, patchable, fixable product until at least 2013. That's a lifetime in terms of software. That's 6 years from now. Oracle will have bought SAP by then. Maybe even the San Francisco Giants will have managed to win a game against the Padres!

    However, the real reason I don't believe Oracle will drop Discoverer is because of some very favorable comments coming out of Oracle.

    Firstly, Oracle has recently revamped its Standard Edition page on oracle.com (link) which makes for very interesting reading.

    Secondly, follow the link for the data sheet (link) and you will get to a PDF document that outlines just where Discoverer fits into the Fusion picture. With acknowledgements to Oracle, here are some interesting snippits from that document:

    You've already chosen Oracle database for your business, now make it shine by complementing it with the business intelligence suite that is most tightly integrated with it - Oracle BI Standard Edition.

    Oracle BI Discoverer is [tightly] integrated with other components of Oracle Fusion Middleware.

    Discoverer reports are easily embedded within Oracle Portal using a simple wizard, making role-based dashboard creation a simple exercise.

    Oracle Discoverer is also unique in that it recognizes and respects the Oracle E-Business Suite security model.

    Today few of us buy best of breed kit parts and hand craft our own cars; most of us simply go to an established, proven manufacturer to obtain a complete solution, backed by a warranty with a single support organization should anything happen. Software should be like this - and this is where Oracle BI SE delivers. Everything - from ETL (with Oracle Warehouse Builder), to ad-hoc query (with Oracle BI Discoverer), to dashboards (with Oracle Portal), to pixel-perfect reporting (with Oracle XML Publisher), to custom BI development (with Oracle BI Beans) - is available as an integrated set of components.

    The entire middleware solution can be effectively clustered with low cost hardware. Combine this deployment flexibility with an attractive pricing model for BI and middleware components, and you will be hard pressed to find a more affordable fit for your growing BI needs.

    There - I could not have said it better. I think this clearly shows Oracle's intentions.

    Wednesday, April 11, 2007

    Looking for a great Discoverer position

    If you are an experienced Discoverer developer and are looking for a great position and opportunity in Washington, DC, then we may have the job for you. Click here for more details.

    Monday, April 09, 2007

    Workbook Migration Document

    By popular request I have made my Workbook Migration white paper available for free download on my website. You will find it at this link.

    It now joins these other white papers available for download:
    • Discoverer libraries - a concept
    • Setting up an Apps mode EUL
    • Multiple Oracle Homes

    Thursday, March 29, 2007

    InfoCaptor

    I am delighted to be able to announce that Armstrong-Smith Consulting has partnered (link) with InfoCaptor to bring you access to a superb dashboard tool that can revolutionize the way you see your Discoverer metadata. I have been using it in-house for a while now and can endorse this tool's ability to make your Discoverer metadata available to a wider audience in a format that you'll love.

    With InfoCaptor you have the ability to generate CSV, Excel, HTML and PDF output of your data. You will love this tool - and it's affordable too. For an HTML example of the output from our own database, scroll down or click here.

    To purchase or to find out more information, click here.

    What can you do with InfoCaptor?
    • Drop your SQL query in the editor, then quickly create tables and charts
    • Link up related portlets (tables, charts) using drills
    • Define parameters and wire up all of your portlets
    • Generate documentation for your database in PDF, HTML, Excel
    • Generate Lineage documentation for your Data Warehouse and BI environment
    • Create briefing books from your dashboard contents, suitable for distributing and presentations
    • Create quick Dashboard prototypes, no server installation needed
    Example Output:

    Discoverer 3.1 licenses

    Whether Oracle chooses to accept it or not there are lots of organizations who are still using Discoverer 3.1 and, at least for now, have no intention of upgrading. These organizations all bought legal copies of the software and have done nothing wrong. However, I was amazed to hear that Oracle is refusing to take new revenue from those organizations in an attempt to force them to upgrade.

    I was contacted today by one such organization who wanted to purchase additional Desktop licenses for 3.1. When they contacted Oracle they were told that because Oracle no longer sells 3.1 they cannot purchase those additional licenses. They're not asking for new software, they're not asking for support, all they want is to add extra users to their system. Remember that Desktop is priced at $1,000 per named user. This makes me wonder how much revenue Oracle has turned away in the past couple of years since 3.1 went out of support.

    Anyway, Oracle's loss of revenue is not the issue in this posting. My dilemma is the advice that I should give to the organization that contacted me? Seeing as Oracle seem to be washing their hands of 3.1, does this give the organization the green light to go ahead and keep adding the extra users until they are ready to upgrade? Do I tell them that they must hurt their own business by only using the licenses they have already purchased? Do I tell them that they must upgrade? Seeing as Desktop has hardly changed since 3.1 and the cost of the license is identical I don't see any reason to force them to upgrade when they are not using Plus. What do you think?

    Wednesday, March 28, 2007

    Discoverer 10g Handbook Review

    The December edition of the ODTUG (link) technical journal published a review of our Discoverer 10g Handbook.

    Written by Karen Cannell from the Integra Technology Consulting Corporation a copy of this review can be read on our website (link), or if you are a full member of ODTUG you can download a copy of the review by following this link.

    Tuesday, March 27, 2007

    Freeing up disk space on XP

    If you're like me and have a laptop with XP you'll know that you don't have a huge hard disk. Thus, keeping that disk space down to the minimum is essential.

    Windows XP’s System Restore is a great way to recoverer your system after you’ve made a configuration change or installed new software that your computer doesn’t quite see eye to eye with.

    Did you know that every 24 hours, or when you make a change to your system, XP will create a new restore point? Did you also know that these stored restore points can use up to 12% of your hard disk space?

    Therefore, should you find that you have a need to free up some of that valuable disk space, what can you do? Well one thing you can do is to delete all but the most recent restore point - providing of course that you are happy with the current setup. To do this you need to use Microsoft's Disk Cleanup utility.

    Use the following workflow:
    1. From the Start button, navigate to Programs Accessories System Tools Disk Cleanup
    2. On the Disk Cleanup tab, check or uncheck the files to delete, then click the OK button. I usually allow the system to clear out Downloaded Program Files, Temporary Internet Files, Microsoft Error Reporting Temporary Files, Recycle Bin and Temporary Offline Files
    3. Click the More Options tab
    4. In the System Restore area, click the Clean up button
    5. You will be asked to confirm that you want to delete all but the most recent Restore Point. If you are sure you want to do so, click the Yes button

    Thursday, March 22, 2007

    Memories of Summit 2007

    For the past week, my wife and president of Armstrong-Smith Consulting, Darlene, and I, along with 3 other members of our highly experiended team, Dale Jones, Byron Smith and Stephanie Smith, have been in Las Vegas attending the SunGard Summit 2007 (link) conference. At the conference we had a 10 x 10 booth and discussed our Oracle Discoverer training and consultancy offerings with hundreds of attendees. All in all we had over 500 people attend our booth. During the conference we also gave away an iPod and 4 copies of our Oracle Discoverer 10g Handbook (link).

    On Tuesday between 11:30 am and 12:30pm in the South Seas ballroom of the Mandalay Bay Convention Center (link) I presented a paper called A look at the powerful features of Discoverer 10g. This was well received and I am so pleased that so many people came to see me. During the conference I was also able to put a face to many of the SunGard staff whom we have been conversing with during recent months. Don't you think the world is just full of charming people?

    For those of you who don't know, SunGard Higher Education (link) provides software, systems implementation and integration, strategic consulting, and technology management services to colleges and universities. Here at Armstrong-Smith Consulting we are delighted to have partnered with SunGard and to be a part of the SunGard Higher Education Collaborative (link). Our partnership allows us to provide report building, training and other consultancy services for Oracle Discoverer on the SunGard ODS and EDW products. We can even help institutions comply with federal and state regulations to ensure that their private data is secured.

    Are you a SunGard Higher Education customer?

    Do you have the SunGard ODS or EDW?

    Do you have Oracle Discoverer?

    If you answered yes to the above three questions you need to speak with either your SunGard Higher Education support representative or email us at info@learndiscoverer.com and find out how we can help you make the most of your investment.

    Saturday, March 17, 2007

    Discoverer and IE7

    It seems Oracle have released a patch (5758865) , available on MetaLink, with the fix for IE7. This is a one-off patch and requires a password which means you will have to raise a service request and tell Oracle you are having trouble drilling in Viewer when using IE7. This patch is applicable whether you are using relational or OLAP modeling.

    The downside of this patch is that it can only be applied on top of 10.1.2.2. You can get the 10.1.2.2 patch (4960210) also on MetaLink. Be warned though that 10.1.2.2 is not a small patch. It is 1.6 GB in size and is a full upgrade of the 10.1.2.0.2 application server.

    Has any body applied the 10.1.2.2 patch yet? I'd be interested in hearing how it went and how long it took. I ask because the installation instructions, when downloaded in Word, are a staggering 189 pages.

    New Blog with Discoverer content

    I cam across another blog with postings about Discoverer. This one is run by Senthil Rajendran (link) who works in Oracle's OnDemand Operations. He has posted several interesting postings on Discoverer recently. This is a blog I will be following.

    Some recent postings:

    Installing Discoverer Administration Edition on Windows PC (link)

    Upgrading the existing Discoverer End User Layer to Discoverer 10.1.2 (link)

    Follow this link for the best of Senthil's Discoverer postings.

    Saturday, March 10, 2007

    Mark Rittman's new company

    Mark Rittman and a colleague, Jon Mead, have started a new venture called Rittman Mead Consulting. Their aim is to become the No 1 supplier for high end business intelligence architecture, design and training resources in the Oracle market. I have known Mark for several years and I know he is an expert in this area and wish him and Jon all the very best for their new and exciting venture. I know they will be a success.

    Because Mark has moved companies please note that his blog has moved also. You will now find his blog here: http://www.rittmanmead.com/blog

    Wednesday, March 07, 2007

    Is your PC ready for Daylight Savings Time change?

    Unless you have been living on a desert island for the last few months you will be aware that this coming weekend the US implements a change to Daylight Savings Time.

    Are you ready for the upcoming change to Daylight Savings Time?

    If you are working on a network and your company has a centralized update mechanism for your PCs you are probably ok. However, if you have a laptop or work from home or work in a company that doesn't have a centralized update policy you may want to check that your PC knows about the changes.

    Microsoft has issued a web page (link) that you can use to check your computer. If you haven't got automatic updates enabled you will want to follow this link and get your computer updated. Only verified users of Microsoft Windows can use this service so if you have an illegal copy, which you shouldn't tsk tsk, you won't be able to run the update.

    Having verified that your computer is ok the link will then ask you if you use Outlook. If you are using Outlook and you are using the Calendar and you have meetings or appointments scheduled during the next four weeks, you need to download and run a further update. The updater web page will walk you through this.

    By the way, if you are using XP Service Pack 2, the Microsoft patch number for ensuring that your PC has been updated for Daylight Savings Time is KB931836. You can use the Control Panel Add or Remove Programs to check if this has been installed. Scroll to the bottom of the list and look at the last few Security Updates. If the update has already been installed you won't need to run it again (the updater checks) but you will still need to update Outlook if you are using it.

    If you are absolutely certain that your PCs operating system has been updated, you can just check Outlook (link).

    Tuesday, February 27, 2007

    Need to upgrade Java for U.S. Daylight Saving Time Changes

    Background

    On the Sun Java website (link) is the following posting:

    Daylight Saving Time (DST) is a system of handling the changing amounts of daylight throughout the year. The goal of DST is to maximize the daylight hours available during typical waking hours. By adjusting clocks ahead a standard amount, usually an hour, people can have more daylight available during their typical work day. For example, suppose you wake daily at 7:00 AM. In the spring, the sun rises earlier each day. Instead of waking up at 6:00 AM to take advantage of the daylight, DST observers move their clocks ahead an hour. The effect is that they can continue to wake at 7:00 AM according to the clock and enjoy more daylight. In the fall, people set their clocks back an hour as sunrise happens later each day.

    The United States has planned a change to its DST observance beginning in 2007. The Energy Policy Act of 2005 mandates that DST will start on the second Sunday in March and end on the first Sunday in November. In 2007, the start and stop dates will be March 11 and November 4, respectively. These dates are different from previous DST start and stop dates. In 2006, the dates were the first Sunday in April (April 2, 2006) and the last Sunday in October (October 29, 2006).

    The Java Runtime Environment (JRE) stores rules about DST observance all around the globe. Older JREs will have outdated rules that will be superseded by the Energy Policy Act of 2005. As a result, applications running on an older JRE may report incorrect time from March 11, 2007 through April 2, 2007 and from October 29, 2007 through November 4, 2007.

    If you are concerned about application failures that may result from these DST changes, you should update your Java Runtime Environment. If you have 1.4.2_05 or 1.4.2_06, which many of you with Discoverer will have, then you should upgrade your clients to 1.4.2_13 by downloading it from the Sun website. If you are unable to download the update, Sun has provided a utility that will upgrade the timezone elements of your current install.

    Note: The latest information I have is that there is no need to upgrade the Java on the server.

    Download and install 1.4.2_13
    To remove the Sun JRE 1.4.2_xx and re-install the correct version, use this workflow:

    1. Download the Sun JRE 1.4.2_13 from the Sun website. It can be found here:http://java.sun.com/j2se/1.4.2/download.html
    2. On this page, look for and click on the Download J2SE JRE link.
    3. On the next page, you are required to read and accept the license agreement.
    4. After checking the box labeled "Accept License Agreement", download the software labeled "Windows Offline Installation, Multi-Language". This file is about 15Mb in size *.
    5. Either you or one of your IT staff should now connect to your machine as a local administrator and install the software. Just follow the onscreen prompts.
    6. When done, you will need to restart the computer. When the system reboots, you will need to disable the automatic upgrade mechanism ** by following the remainder of these steps.
    7. From the Windows Start menu, select Settings > Control Panel.
    8. Double-click the icon for the Java ™ Control Page. It is usually named either Java or Java Plug-in.
    9. When the Java Control Panel opens, click the Update tab.
    10. Uncheck the box labeled "Check for updates automatically".
    11. Click the OK button to save and exit.

    * The file that is downloaded is an executable called: jr2e-1_4_2_13-windows-i586-p.exe.
    ** Even though you may have already told the previous version not to automatically upgrade, when you install 1.4.2_13 this will have been reset.

    Download and run the updater script
    There is a tool on the Sun Java website (link) that you can download to upgrade the time zone data for your Java. To get this tool you will need to be registered for support with Sun. This is a very easy process. If you have not registered for support with Sun you will find a link called Register Now on the page (link).

    To download and run the updater script, use this workflow:

    1. On the Sun Java(TM) 2 SDK, Standard Edition - US DST Timezone Tool 1.0.1 page, click the link for the download and save the file (tzupdater-1.0_1.zip) in a safe place on your system.
    2. Unzip the file. It will create a folder called tzupdater2007a
    3. Launch a Windows command prompt session
    4. Navigate to the folder called tzupdater2007a
    5. Execute this command: java -tar tzupdater.jar -t


    Some Daylight Saving Time Links:

    About Daylight Saving Time

    When does Daylight Saving Time begin and end

    Tuesday, February 13, 2007

    What would you like to see?

    Hi everyone
    Is there anything about Discoverer that has been bugging you, something where a posting might help? Perhaps you have a desire to know how to do something, or perhaps you would like to see a visual aid for working through a workflow?

    Drop me a line to michael@learndiscoverer.com and I will see what I can do.

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