OBIEE11g Golden Rules: Catalog Management

First of al the original inspiration for these “Golden Rules” Series are based on the “20 GOLDEN RULES FOR REPOSITORY DESIGN” from the people at Peak Indicators. Kudos to them.

The series contains:

• RPD-Physical Layer
• RPD-Business Model Layer
• RPD-Presentation Layer
• Report Building
• Dashboard Building
• Catalog Management

The “rules” is this article are somewhat in random order

This is always a “work in progress” and please feel free to make any suggestions!

Catalog management

- use a transport folder.

Don’t allow all developers to place everything in all shared folders. Have them place it first in “transport” folder. Assign a “librarian” for the shared folder who will check everything and place it in the correct shared folder.

- Add Metadata to the folders:

This makes them better searchable.

- Add structure to the portal:

There are a number of different ways that a portal could be structure to improve efficiency to business users. For instance:

• Reports could be stored by subject area, such as 'finance', 'sales', 'supply chain'
• Reports could be stored in a 'daily', 'weekly', 'monthly' directory structure depending on how often they have been designed to be refreshed.
• Reports could be stored by perspective:
  • Financial — Groups objectives, initiatives, and KPIs that relate to or support the monetary or economic health and development of your organization.
  • Customer — Groups objectives, initiatives, and KPIs that pertain to or support your client base.
  • Internal Process — Groups objectives, initiatives, and KPIs that categorize and support your corporate internal policies and procedures.
  • Learning and Growth — Groups objectives, initiatives, and KPIs that relate to or support employee training and advancement.
• A combination of the above.

Till Next Time