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  • Attunity Webcast on Real Time Optimisation For Microsoft BI

    On Wednesday 18th May 1Pm –2PM Eastern Time I am going to be helping Attunity deliver a webcast.  In it I want to highlight some of the challenges we face in getting data around our environments.  I want to highlight the Microsoft products that can help us realise Business Intelligence. It promises to be a good hour.  Hope to see you all there.  Here is the link Attunity Webcast

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  • Zero to Cloud : One stop shop for resources to accelerate your transformation to enterprise private cloud

    - by Anand Akela
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} During the Oracle Open World 2012 last week, Oracle introduced "Zero to Cloud" resource center to help you accelerate your transformation journey to enterprise private cloud. To help organizations deploy fully operational, enterprise-grade private cloud environment in as little as half a day, Oracle has brought key content together into this single, user-friendly resource center. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} The resource center is launched just as the Oracle Cloud Builder Summit series moves into full swing. Designed for executives, cloud architects, and IT operations professionals, the day-long event series will eventually reach nearly 100 cities around the globe. During this event, an interactive "Zero to Cloud" session will showcase the transformational journey of a fictitious enterprise to the private cloud using the latest solutions from Oracle—including, Oracle Database, Oracle Fusion Middleware, Oracle VM and Oracle Enterprise Manager, as well as Oracle’s full range of engineered systems. The online "Zero to Cloud" resource center includes best practices from Oracle experts and early adopter customers as well as interviews with Oracle development executives responsibly for Oracle’s private cloud solutions and roadmap. It also includes a new self-assessment quiz that can help determine readiness for a successful private cloud deployment. Once you've determined organizational readiness, explore early adopter tips, demos, guides, exclusive white papers and more at the "Zero to Cloud" resource center.

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  • Software for a online collaborative bi/tri lingual dictionary [closed]

    - by user537488
    I am looking for a software which I can host in popular and general shared web hosting services(online softwares like wordpress, meidawiki, drupal etc.) which can do the following- allow users to create account allow users or anons to add words to the dictionary (there will be English as base language and other languages) easier way to import all the words from English dictionary users should be able to write the that language equivalent of the English word Every word should have it's own address and page like www.namesomething.com/word/en/software will contain the word software and the other language word for it search should be faster and should find nearer results it's should be able to list related words like if the user is looking at "software" then other words from s like "softcopy" etc should appear alphabetically in that page Any one should be able to comment on the word which is not seen in the main page but other page similar to the talk page in the wiki any one should be able to contribute clean interface unlike wiki (media wiki and all other) just for words only I tried media wiki and other wiki software but it overloaded and unclean. I am looking for interface similar to oed.com but clean, minimal as we are not going to have such more information. Just words in English and it's other language equivalent. Here we are talking about a language which has not yet been in the Internet. It's should be collaborative.

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  • BI Beginner: Why to Use Excel 2013 Now

    - by John Paul Cook
    Most corporations and many individuals are slow to adopt new versions of Microsoft Office, particularly if the upgrade to the previous version was very recent. Excel 2013 is a special case and offers significant productivity enhancements. If you do business intelligence work or otherwise make your living with Excel, adding (notice I didn’t say upgrading to) Excel 2013 now makes a lot of sense. The Power View feature in Excel 2013 is a completely sufficient reason to add Excel 2013. It has to be enabled,...(read more)

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  • Internet Exploror 9 Support for EPM Products

    - by THE
    (source: Greg)  Internet Explorer 9 support for Enterprise Performance Management  11.1.2.1 products:With release of Patch Set Update 11.1.2.1.600 Internet Explorer 9 is now a supported browser for EPM products. This PSU has been released for: Shared Services <Patch 14142678> Workspace <Patch 14119724> Enterprise Performance Management Architect EPMA <Patch 14224664> Planning <Patch 14464109> Hyperion Financial Management HFM <Patch 14354419> For full information regarding IE compatibility with EPM products please review  Doc ID 1355681.1Enterprise Performance Management Products Compatibility with Internet Explorer ( IE6, IE7, IE8 and IE9).For the list of latest PSUs for EPM products please see ( Doc ID 1400559.1) Available Patch Sets and Patch Set Updates for Oracle Hyperion Enterprise Performance Management Products.

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  • Updating a database connection password using a script

    - by Tim Dexter
    An interesting customer requirement that I thought was worthy of sharing today. Thanks to James for the requirement and Bryan for the proposed solution and me for testing the solution and proving it works :0) A customers implementation of Sarbanes Oxley requires them to change all database account passwords every 90 days. This is scripted leveraging shell scripts today for most of their environments. But how can they manage the BI Publisher connections? Now, the customer is running 11g and therefore using weblogic on the middle tier, which is the first clue to Bryans proposed solution. To paraphrase and embellish Bryan's solution a little; why not use a JNDI connection from BIP to the database. Then employ the web logic scripting engine to make updates to the JNDI as needed? BIP is completely uninvolved and with a little 'timing' users will be completely unaware of the password updates i.e. change the password when reports are not being executed. Perfect! James immediately tracked down the WLST script that could be used here, http://middlewaremagic.com/weblogic/?p=4261 (thanks Ravish) Now it was just a case of testing the theory. Some steps: Create the JNDI connection in WLS Create the JNDI connection in BI Publisher pointing to the WLS connection Build new data models using or re-point data sources to use the JNDI connection. Create the WLST script to update the WLS JNDI password as needed. Test! Some details. Creating the JNDI connection in web logic is pretty straightforward. Log into hte console and look for Data Sources under the Services section of the home page and click it Click New >> Generic Datasource Give the connection a name. For the JNDI name, prefix it with 'jdbc/' so I have 'jdbc/localdb' - this name is important you'll need it on the BIP side. Select your db type - this will influence the drivers and information needed on the next page. Being a company man, Im using an Oracle db. Click Next Select the driver of choice, theres lots I know, you can read about them I just chose 'Oracle's Driver (Thin) for Instance connections; Versions 9.0.1 and later' Click Next >> Next Fill out the db name (SID), server, port, username to connect and password >> Next Test the config to ensure you can connect. >> Next Now you need to deploy the connection to your BI server, select it and click Next. You're done with the JNDI config. Creating the JNDI connection on the Publisher side is covered here. Just remember to the connection name you created in WLS e.g. 'jdbc/localdb' Not gonna tell you how to do this, go read the user guide :0) Suffice to say, it works. This requires a little reading around the subject to understand the scripting engine and how to execute scripts. Nicely covered here. However a bit of googlin' and I found an even easier way of running the script. ${ServerHome}/common/bin/wlst.sh updatepwd.py Where updatepwd.py is my script file, it can be in another directory. As part of the wlst.sh script your environment is set up for you so its very simple to execute. The nitty gritty: Need to take Ravish's script above and create a file with a .py extension. Its going to need some modification, as he explains on the web page, to make it work in your environment. I played around with it for a while but kept running into errors. The script as is, tries to loop through all of your connections and modify the user and passwords for each. Not quite what we are looking for. Remember our requirement is to just update the password for a given connection. I also found another issue with the script. WLS 10.x does not allow updates to passwords using clear type ie un-encrypted text while the server is in production mode. Its a bit much to set it back to developer mode bounce it, change the passwords and then bounce and then change back to production and bounce again. After lots of messing about I finally came up with the following: ############################################################################# # # Update password for JNDI connections # ############################################################################# print("*** Trying to Connect.... *****") connect('weblogic','welcome1','t3://localhost:7001') print("*** Connected *****") edit() startEdit() print ("*** Encrypt the password ***") en = encrypt('hr') print "Encrypted pwd: ", en print ("*** Changing pwd for LocalDB ***") dsName = 'LocalDB' print 'Changing Password for DataSource ', dsName cd('/JDBCSystemResources/'+dsName+'/JDBCResource/'+dsName+'/JDBCDriverParams/'+dsName) set('PasswordEncrypted',en) save() activate() Its pretty simple and you can expand on it to loop through the data sources and change each as needed. I have hardcoded the password into the file but you can pass it as a parameter as needed using the properties file method. Im not going to get into the detail of that here but its covered with an example here. Couple of points to note: 1. The change to the password requires a server bounce to get the changes picked up. You can add that to the shell script you will use to call the script above. 2. The script above needs to be run from the MW_HOME\user_projects\domains\bifoundation_domain directory to get the encryption libraries set correctly. My command to run the whole script was: d:\oracle\bi_mw\wlserver_10.3\common\bin\wlst.cmd updatepwd.py - where wlst.cmd is the scripting command line and updatepwd.py was my update password script above. I have not quite spoon fed everything you need to make it a robust script but at least you know you can do it and you can work out the rest I think :0)

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  • Proactive Support Sessions at OUG London and OUG Ireland

    - by THE
    .conf td { width: 350px; border: 1px solid black; background-color: #ffcccc; } table { border: 1px solid black; } tr { border: 0px solid black; } td { border: 1px solid black; padding: 5px; } Oracle Proactive Support Technology is proud to announce that two members of its team will be speaking at the UK and Ireland User Group Conferences this year. Maurice and Greg plan to run the following sessions (may be subject to change): Maurice Bauhahn OUG Ireland BI & EPM and Technology Joint SIG Meeting 20 November 2012 BI&EPM SIG event in Ireland (09:00-17:00) and OUG London EPM & Hyperion Conference 2012 Tuesday 23rd to Wednesday 24th Oct 2012 Profit from Oracle Diagnostic Tools Embedded in EPM Oracle bundles in many of its software suites valuable toolsets to collect logs and settings, slice/dice error messages, track performance, and trace activities across services. Become familiar with several enterprise-level diagnostic tools embedded in Enterprise Performance Management (Enterprise Manager Fusion Middleware Control, Remote Diagnostic Agent, Dynamic Monitoring Service, and Oracle Diagnostic Framework). Expedite resolution of Service Requests as you learn to upload output from these tools to My Oracle Support. Who will benefit from attending the session? Geeks will find this most beneficial, but anyone who raises Oracle technical service requests will learn valuable pointers that may speed resolution. The focus is on the EPM stack, but this session will benefit almost everyone who needs to drill deeper into Oracle software environments. What will delegates learn from the session? Delegates who participate in this session will learn: How to access and run Remote Diagnostic Agent, Enterprise Manager Fusion Middleware Control, Dynamic Monitoring Service, and Oracle Diagnostic Framework. How to exploit the strengths of each tool. How to pass the outputs to My Oracle Support. How to restrict exposure of sensitive information. OUG Ireland BI & EPM and Technology Joint SIG Meeting 20 November 2012 BI&EPM SIG event in Ireland (09:00-17:00) and OUG London EPM & Hyperion Conference 2012 Tuesday 23rd to Wednesday 24th Oct 2012 Using EPM-Specific Troubleshooting Tools EPM developers have created a number of EPM-specific tools to collect logs and configuration files, centralize configuration information, and validate a configured installation (Ziplogs, EPM Registry Editor, [Deployment Report, Registry Cleanup Utility, Reset Configuration Tool, EPMSYS Hostname Check] and Validate [EPM System Diagnostic]). Learn how to use these tools on your own or to expedite Service Request resolution. Who will benefit from attending the session? Anyone who monitors Oracle EPM environments or raises service requests will learn valuable lessons that could speed resolution of those requests. Anyone from novices to experts will benefit from this review of custom troubleshooting EPM tools. What will delegates learn from the session? Learn where to locate and start EPM troubleshooting tools created by EPM developers Learn how to collect and upload outputs of EPM troubleshooting tools. Adapt to history of changes in these tools across time and version. Learn how to make critical changes in configurations. Grzegorz Reizer OUG London EPM & Hyperion Conference 2012 Tuesday 23rd to Wednesday 24th Oct 2012 EPM 11.1.2.2: Detailed overview of new features and improvements in Financial Management products. This presentation is a detailed overview of new features and improvements introduced in Enterprise Performance Management 11.1.2.2 for Financial Management products (Hyperion Financial Managment, Hyperion Planning, Financial Close Management). The presentation will cover a number of new product features from recently introduced configurable dimensionality in HFM to new functionality enhancements in Planning. We'll close the session with an overview of upgrade options from earlier product releases.

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  • BIP Debugging to a file

    - by Tim Dexter
    If you use the standalone server or with OBIEE and use OC4J as the web server. Have you ever taken a looksee at the console window (doc/xterm) that you use to start it. Ever turned on debugging to see masses of info flow by that window and want to capture it all? I have been debugging today and watched all that info fly by and on Windoze gets lost before you can see it! The BIP developers use the System.out.println() and System.err.println()methods in the BIP applications to generate debugging formation. Normally the output from these method calls go to the console where the OC4J process is started. However you can specify command line options when starting OC4J to direct the stdout and stderr output directly to files. The ?out and ?err parameters tell OC4J which file to direct the output to. All you need do is modify the oc4j.cmd file used to start BIP. I didnt get fancy and just plugged in the following to the file under the start section. I just modified the line: set CMDARGS=-config "%SERVER_XML%" -userThreads to set CMDARGS=-config "%SERVER_XML%" -out D:\BI\OracleBI\oc4j_bi\j2ee\home\log\oc4j.out -err D:\BI\OracleBI\oc4j_bi\j2ee\home\log\oc4j.err -userThreads Bounced the server and I now have a ballooning pair of debug files that I can pour over to my hearts content. The .out file appears to contain BIP only log info and the .err file, OBIEE messages. If you are using another web server to host BIP, just check out the user docs to find out how to get the log files to write. Note to self, remember to turn off the debug when Im done!

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  • Windows Azure: Backup Services Release, Hyper-V Recovery Manager, VM Enhancements, Enhanced Enterprise Management Support

    - by ScottGu
    This morning we released a huge set of updates to Windows Azure.  These new capabilities include: Backup Services: General Availability of Windows Azure Backup Services Hyper-V Recovery Manager: Public preview of Windows Azure Hyper-V Recovery Manager Virtual Machines: Delete Attached Disks, Availability Set Warnings, SQL AlwaysOn Configuration Active Directory: Securely manage hundreds of SaaS applications Enterprise Management: Use Active Directory to Better Manage Windows Azure Windows Azure SDK 2.2: A massive update of our SDK + Visual Studio tooling support All of these improvements are now available to use immediately.  Below are more details about them. Backup Service: General Availability Release of Windows Azure Backup Today we are releasing Windows Azure Backup Service as a general availability service.  This release is now live in production, backed by an enterprise SLA, supported by Microsoft Support, and is ready to use for production scenarios. Windows Azure Backup is a cloud based backup solution for Windows Server which allows files and folders to be backed up and recovered from the cloud, and provides off-site protection against data loss. The service provides IT administrators and developers with the option to back up and protect critical data in an easily recoverable way from any location with no upfront hardware cost. Windows Azure Backup is built on the Windows Azure platform and uses Windows Azure blob storage for storing customer data. Windows Server uses the downloadable Windows Azure Backup Agent to transfer file and folder data securely and efficiently to the Windows Azure Backup Service. Along with providing cloud backup for Windows Server, Windows Azure Backup Service also provides capability to backup data from System Center Data Protection Manager and Windows Server Essentials, to the cloud. All data is encrypted onsite before it is sent to the cloud, and customers retain and manage the encryption key (meaning the data is stored entirely secured and can’t be decrypted by anyone but yourself). Getting Started To get started with the Windows Azure Backup Service, create a new Backup Vault within the Windows Azure Management Portal.  Click New->Data Services->Recovery Services->Backup Vault to do this: Once the backup vault is created you’ll be presented with a simple tutorial that will help guide you on how to register your Windows Servers with it: Once the servers you want to backup are registered, you can use the appropriate local management interface (such as the Microsoft Management Console snap-in, System Center Data Protection Manager Console, or Windows Server Essentials Dashboard) to configure the scheduled backups and to optionally initiate recoveries. You can follow these tutorials to learn more about how to do this: Tutorial: Schedule Backups Using the Windows Azure Backup Agent This tutorial helps you with setting up a backup schedule for your registered Windows Servers. Additionally, it also explains how to use Windows PowerShell cmdlets to set up a custom backup schedule. Tutorial: Recover Files and Folders Using the Windows Azure Backup Agent This tutorial helps you with recovering data from a backup. Additionally, it also explains how to use Windows PowerShell cmdlets to do the same tasks. Below are some of the key benefits the Windows Azure Backup Service provides: Simple configuration and management. Windows Azure Backup Service integrates with the familiar Windows Server Backup utility in Windows Server, the Data Protection Manager component in System Center and Windows Server Essentials, in order to provide a seamless backup and recovery experience to a local disk, or to the cloud. Block level incremental backups. The Windows Azure Backup Agent performs incremental backups by tracking file and block level changes and only transferring the changed blocks, hence reducing the storage and bandwidth utilization. Different point-in-time versions of the backups use storage efficiently by only storing the changes blocks between these versions. Data compression, encryption and throttling. The Windows Azure Backup Agent ensures that data is compressed and encrypted on the server before being sent to the Windows Azure Backup Service over the network. As a result, the Windows Azure Backup Service only stores encrypted data in the cloud storage. The encryption key is not available to the Windows Azure Backup Service, and as a result the data is never decrypted in the service. Also, users can setup throttling and configure how the Windows Azure Backup service utilizes the network bandwidth when backing up or restoring information. Data integrity is verified in the cloud. In addition to the secure backups, the backed up data is also automatically checked for integrity once the backup is done. As a result, any corruptions which may arise due to data transfer can be easily identified and are fixed automatically. Configurable retention policies for storing data in the cloud. The Windows Azure Backup Service accepts and implements retention policies to recycle backups that exceed the desired retention range, thereby meeting business policies and managing backup costs. Hyper-V Recovery Manager: Now Available in Public Preview I’m excited to also announce the public preview of a new Windows Azure Service – the Windows Azure Hyper-V Recovery Manager (HRM). Windows Azure Hyper-V Recovery Manager helps protect your business critical services by coordinating the replication and recovery of System Center Virtual Machine Manager 2012 SP1 and System Center Virtual Machine Manager 2012 R2 private clouds at a secondary location. With automated protection, asynchronous ongoing replication, and orderly recovery, the Hyper-V Recovery Manager service can help you implement Disaster Recovery and restore important services accurately, consistently, and with minimal downtime. Application data in an Hyper-V Recovery Manager scenarios always travels on your on-premise replication channel. Only metadata (such as names of logical clouds, virtual machines, networks etc.) that is needed for orchestration is sent to Azure. All traffic sent to/from Azure is encrypted. You can begin using Windows Azure Hyper-V Recovery today by clicking New->Data Services->Recovery Services->Hyper-V Recovery Manager within the Windows Azure Management Portal.  You can read more about Windows Azure Hyper-V Recovery Manager in Brad Anderson’s 9-part series, Transform the datacenter. To learn more about setting up Hyper-V Recovery Manager follow our detailed step-by-step guide. Virtual Machines: Delete Attached Disks, Availability Set Warnings, SQL AlwaysOn Today’s Windows Azure release includes a number of nice updates to Windows Azure Virtual Machines.  These improvements include: Ability to Delete both VM Instances + Attached Disks in One Operation Prior to today’s release, when you deleted VMs within Windows Azure we would delete the VM instance – but not delete the drives attached to the VM.  You had to manually delete these yourself from the storage account.  With today’s update we’ve added a convenience option that now allows you to either retain or delete the attached disks when you delete the VM:   We’ve also added the ability to delete a cloud service, its deployments, and its role instances with a single action. This can either be a cloud service that has production and staging deployments with web and worker roles, or a cloud service that contains virtual machines.  To do this, simply select the Cloud Service within the Windows Azure Management Portal and click the “Delete” button: Warnings on Availability Sets with Only One Virtual Machine In Them One of the nice features that Windows Azure Virtual Machines supports is the concept of “Availability Sets”.  An “availability set” allows you to define a tier/role (e.g. webfrontends, databaseservers, etc) that you can map Virtual Machines into – and when you do this Windows Azure separates them across fault domains and ensures that at least one of them is always available during servicing operations.  This enables you to deploy applications in a high availability way. One issue we’ve seen some customers run into is where they define an availability set, but then forget to map more than one VM into it (which defeats the purpose of having an availability set).  With today’s release we now display a warning in the Windows Azure Management Portal if you have only one virtual machine deployed in an availability set to help highlight this: You can learn more about configuring the availability of your virtual machines here. Configuring SQL Server Always On SQL Server Always On is a great feature that you can use with Windows Azure to enable high availability and DR scenarios with SQL Server. Today’s Windows Azure release makes it even easier to configure SQL Server Always On by enabling “Direct Server Return” endpoints to be configured and managed within the Windows Azure Management Portal.  Previously, setting this up required using PowerShell to complete the endpoint configuration.  Starting today you can enable this simply by checking the “Direct Server Return” checkbox: You can learn more about how to use direct server return for SQL Server AlwaysOn availability groups here. Active Directory: Application Access Enhancements This summer we released our initial preview of our Application Access Enhancements for Windows Azure Active Directory.  This service enables you to securely implement single-sign-on (SSO) support against SaaS applications (including Office 365, SalesForce, Workday, Box, Google Apps, GitHub, etc) as well as LOB based applications (including ones built with the new Windows Azure AD support we shipped last week with ASP.NET and VS 2013). Since the initial preview we’ve enhanced our SAML federation capabilities, integrated our new password vaulting system, and shipped multi-factor authentication support. We've also turned on our outbound identity provisioning system and have it working with hundreds of additional SaaS Applications: Earlier this month we published an update on dates and pricing for when the service will be released in general availability form.  In this blog post we announced our intention to release the service in general availability form by the end of the year.  We also announced that the below features would be available in a free tier with it: SSO to every SaaS app we integrate with – Users can Single Sign On to any app we are integrated with at no charge. This includes all the top SAAS Apps and every app in our application gallery whether they use federation or password vaulting. Application access assignment and removal – IT Admins can assign access privileges to web applications to the users in their active directory assuring that every employee has access to the SAAS Apps they need. And when a user leaves the company or changes jobs, the admin can just as easily remove their access privileges assuring data security and minimizing IP loss User provisioning (and de-provisioning) – IT admins will be able to automatically provision users in 3rd party SaaS applications like Box, Salesforce.com, GoToMeeting, DropBox and others. We are working with key partners in the ecosystem to establish these connections, meaning you no longer have to continually update user records in multiple systems. Security and auditing reports – Security is a key priority for us. With the free version of these enhancements you'll get access to our standard set of access reports giving you visibility into which users are using which applications, when they were using them and where they are using them from. In addition, we'll alert you to un-usual usage patterns for instance when a user logs in from multiple locations at the same time. Our Application Access Panel – Users are logging in from every type of devices including Windows, iOS, & Android. Not all of these devices handle authentication in the same manner but the user doesn't care. They need to access their apps from the devices they love. Our Application Access Panel will support the ability for users to access access and launch their apps from any device and anywhere. You can learn more about our plans for application management with Windows Azure Active Directory here.  Try out the preview and start using it today. Enterprise Management: Use Active Directory to Better Manage Windows Azure Windows Azure Active Directory provides the ability to manage your organization in a directory which is hosted entirely in the cloud, or alternatively kept in sync with an on-premises Windows Server Active Directory solution (allowing you to seamlessly integrate with the directory you already have).  With today’s Windows Azure release we are integrating Windows Azure Active Directory even more within the core Windows Azure management experience, and enabling an even richer enterprise security offering.  Specifically: 1) All Windows Azure accounts now have a default Windows Azure Active Directory created for them.  You can create and map any users you want into this directory, and grant administrative rights to manage resources in Windows Azure to these users. 2) You can keep this directory entirely hosted in the cloud – or optionally sync it with your on-premises Windows Server Active Directory.  Both options are free.  The later approach is ideal for companies that wish to use their corporate user identities to sign-in and manage Windows Azure resources.  It also ensures that if an employee leaves an organization, his or her access control rights to the company’s Windows Azure resources are immediately revoked. 3) The Windows Azure Service Management APIs have been updated to support using Windows Azure Active Directory credentials to sign-in and perform management operations.  Prior to today’s release customers had to download and use management certificates (which were not scoped to individual users) to perform management operations.  We still support this management certificate approach (don’t worry – nothing will stop working).  But we think the new Windows Azure Active Directory authentication support enables an even easier and more secure way for customers to manage resources going forward.  4) The Windows Azure SDK 2.2 release (which is also shipping today) includes built-in support for the new Service Management APIs that authenticate with Windows Azure Active Directory, and now allow you to create and manage Windows Azure applications and resources directly within Visual Studio using your Active Directory credentials.  This, combined with updated PowerShell scripts that also support Active Directory, enables an end-to-end enterprise authentication story with Windows Azure. Below are some details on how all of this works: Subscriptions within a Directory As part of today’s update, we have associated all existing Window Azure accounts with a Windows Azure Active Directory (and created one for you if you don’t already have one). When you login to the Windows Azure Management Portal you’ll now see the directory name in the URI of the browser.  For example, in the screen-shot below you can see that I have a “scottgu” directory that my subscriptions are hosted within: Note that you can continue to use Microsoft Accounts (formerly known as Microsoft Live IDs) to sign-into Windows Azure.  These map just fine to a Windows Azure Active Directory – so there is no need to create new usernames that are specific to a directory if you don’t want to.  In the scenario above I’m actually logged in using my @hotmail.com based Microsoft ID which is now mapped to a “scottgu” active directory that was created for me.  By default everything will continue to work just like you used to before. Manage your Directory You can manage an Active Directory (including the one we now create for you by default) by clicking the “Active Directory” tab in the left-hand side of the portal.  This will list all of the directories in your account.  Clicking one the first time will display a getting started page that provides documentation and links to perform common tasks with it: You can use the built-in directory management support within the Windows Azure Management Portal to add/remove/manage users within the directory, enable multi-factor authentication, associate a custom domain (e.g. mycompanyname.com) with the directory, and/or rename the directory to whatever friendly name you want (just click the configure tab to do this).  You can also setup the directory to automatically sync with an on-premises Active Directory using the “Directory Integration” tab. Note that users within a directory by default do not have admin rights to login or manage Windows Azure based resources.  You still need to explicitly grant them co-admin permissions on a subscription for them to login or manage resources in Windows Azure.  You can do this by clicking the Settings tab on the left-hand side of the portal and then by clicking the administrators tab within it. Sign-In Integration within Visual Studio If you install the new Windows Azure SDK 2.2 release, you can now connect to Windows Azure from directly inside Visual Studio without having to download any management certificates.  You can now just right-click on the “Windows Azure” icon within the Server Explorer and choose the “Connect to Windows Azure” context menu option to do so: Doing this will prompt you to enter the email address of the username you wish to sign-in with (make sure this account is a user in your directory with co-admin rights on a subscription): You can use either a Microsoft Account (e.g. Windows Live ID) or an Active Directory based Organizational account as the email.  The dialog will update with an appropriate login prompt depending on which type of email address you enter: Once you sign-in you’ll see the Windows Azure resources that you have permissions to manage show up automatically within the Visual Studio server explorer and be available to start using: No downloading of management certificates required.  All of the authentication was handled using your Windows Azure Active Directory! Manage Subscriptions across Multiple Directories If you have already have multiple directories and multiple subscriptions within your Windows Azure account, we have done our best to create a good default mapping of your subscriptions->directories as part of today’s update.  If you don’t like the default subscription-to-directory mapping we have done you can click the Settings tab in the left-hand navigation of the Windows Azure Management Portal and browse to the Subscriptions tab within it: If you want to map a subscription under a different directory in your account, simply select the subscription from the list, and then click the “Edit Directory” button to choose which directory to map it to.  Mapping a subscription to a different directory takes only seconds and will not cause any of the resources within the subscription to recycle or stop working.  We’ve made the directory->subscription mapping process self-service so that you always have complete control and can map things however you want. Filtering By Directory and Subscription Within the Windows Azure Management Portal you can filter resources in the portal by subscription (allowing you to show/hide different subscriptions).  If you have subscriptions mapped to multiple directory tenants, we also now have a filter drop-down that allows you to filter the subscription list by directory tenant.  This filter is only available if you have multiple subscriptions mapped to multiple directories within your Windows Azure Account:   Windows Azure SDK 2.2 Today we are also releasing a major update of our Windows Azure SDK.  The Windows Azure SDK 2.2 release adds some great new features including: Visual Studio 2013 Support Integrated Windows Azure Sign-In support within Visual Studio Remote Debugging Cloud Services with Visual Studio Firewall Management support within Visual Studio for SQL Databases Visual Studio 2013 RTM VM Images for MSDN Subscribers Windows Azure Management Libraries for .NET Updated Windows Azure PowerShell Cmdlets and ScriptCenter I’ll post a follow-up blog shortly with more details about all of the above. Additional Updates In addition to the above enhancements, today’s release also includes a number of additional improvements: AutoScale: Richer time and date based scheduling support (set different rules on different dates) AutoScale: Ability to Scale to Zero Virtual Machines (very useful for Dev/Test scenarios) AutoScale: Support for time-based scheduling of Mobile Service AutoScale rules Operation Logs: Auditing support for Service Bus management operations Today we also shipped a major update to the Windows Azure SDK – Windows Azure SDK 2.2.  It has so much goodness in it that I have a whole second blog post coming shortly on it! :-) Summary Today’s Windows Azure release enables a bunch of great new scenarios, and enables a much richer enterprise authentication offering. If you don’t already have a Windows Azure account, you can sign-up for a free trial and start using all of the above features today.  Then visit the Windows Azure Developer Center to learn more about how to build apps with it. Hope this helps, Scott P.S. In addition to blogging, I am also now using Twitter for quick updates and to share links. Follow me at: twitter.com/scottgu

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  • OBIEE 11.1.1 - (Updated) Best Practices Guide for Tuning Oracle® Business Intelligence Enterprise Edition (Whitepaper)

    - by Ahmed Awan
    Applies To: This whitepaper applies to OBIEE release 11.1.1.3, 11.1.1.5 and 11.1.1.6 Introduction: One of the most challenging aspects of performance tuning is knowing where to begin. To maximize Oracle® Business Intelligence Enterprise Edition performance, you need to monitor, analyze, and tune all the Fusion Middleware / BI components. This guide describes the tools that you can use to monitor performance and the techniques for optimizing the performance of Oracle® Business Intelligence Enterprise Edition components. Click to Download the OBIEE Infrastructure Tuning Whitepaper (Right click or option-click the link and choose "Save As..." to download this file) Disclaimer: All tuning information stated in this guide is only for orientation, every modification has to be tested and its impact should be monitored and analyzed. Before implementing any of the tuning settings, it is recommended to carry out end to end performance testing that will also include to obtain baseline performance data for the default configurations, make incremental changes to the tuning settings and then collect performance data. Otherwise it may worse the system performance.

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  • Oracle Enterprise Data Quality: Ever Integration-ready

    - by Mala Narasimharajan
    It is closing in on a year now since Oracle’s acquisition of Datanomic, and the addition of Oracle Enterprise Data Quality (EDQ) to the Oracle software family. The big move has caused some big shifts in emphasis and some very encouraging excitement from the field.  To give an illustration, combined with a shameless promotion of how EDQ can help to give quick insights into your data, I did a quick Phrase Profile of the subject field of emails to the Global EDQ mailing list since it was set up last September. The results revealed a very clear theme:   Integration, Integration, Integration! As well as the important Siebel and Oracle Data Integrator (ODI) integrations, we have been asked about integration with a huge variety of Oracle applications, including EBS, Peoplesoft, CRM on Demand, Fusion, DRM, Endeca, RightNow, and more - and we have not stood still! While it would not have been possible to develop specific pre-integrations with all of the above within a year, we have developed a package of feature-rich out-of-the-box web services and batch processes that can be plugged into any application or middleware technology with ease. And with Siebel, they work out of the box. Oracle Enterprise Data Quality version 9.0.4 includes the Customer Data Services (CDS) pack – a ready set of standard processes with standard interfaces, to provide integrated: Address verification and cleansing  Individual matching Organization matching The services can are suitable for either Batch or Real-Time processing, and are enabled for international data, with simple configuration options driving the set of locale-specific dictionaries that are used. For example, large dictionaries are provided to support international name transcription and variant matching, including highly specialized handling for Arabic, Japanese, Chinese and Korean data. In total across all locales, CDS includes well over a million dictionary entries.   Excerpt from EDQ’s CDS Individual Name Standardization Dictionary CDS has been developed to replace the OEM of Informatica Identity Resolution (IIR) for attached Data Quality on the Oracle price list, but does this in a way that creates a ‘best of both worlds’ situation for customers, who can harness not only the out-of-the-box functionality of pre-packaged matching and standardization services, but also the flexibility of OEDQ if they want to customize the interfaces or the process logic, without having to learn more than one product. From a competitive point of view, we believe this stands us in good stead against our key competitors, including Informatica, who have separate ‘Identity Resolution’ and general DQ products, and IBM, who provide limited out-of-the-box capabilities (with a steep learning curve) in both their QualityStage data quality and Initiate matching products. Here is a brief guide to the main services provided in the pack: Address Verification and Standardization EDQ’s CDS Address Cleaning Process The Address Verification and Standardization service uses EDQ Address Verification (an OEM of Loqate software) to verify and clean addresses in either real-time or batch. The Address Verification processor is wrapped in an EDQ process – this adds significant capabilities over calling the underlying Address Verification API directly, specifically: Country-specific thresholds to determine when to accept the verification result (and therefore to change the input address) based on the confidence level of the API Optimization of address verification by pre-standardizing data where required Formatting of output addresses into the input address fields normally used by applications Adding descriptions of the address verification and geocoding return codes The process can then be used to provide real-time and batch address cleansing in any application; such as a simple web page calling address cleaning and geocoding as part of a check on individual data.     Duplicate Prevention Unlike Informatica Identity Resolution (IIR), EDQ uses stateless services for duplicate prevention to avoid issues caused by complex replication and synchronization of large volume customer data. When a record is added or updated in an application, the EDQ Cluster Key Generation service is called, and returns a number of key values. These are used to select other records (‘candidates’) that may match in the application data (which has been pre-seeded with keys using the same service). The ‘driving record’ (the new or updated record) is then presented along with all selected candidates to the EDQ Matching Service, which decides which of the candidates are a good match with the driving record, and scores them according to the strength of match. In this model, complex multi-locale EDQ techniques can be used to generate the keys and ensure that the right balance between performance and matching effectiveness is maintained, while ensuring that the application retains control of data integrity and transactional commits. The process is explained below: EDQ Duplicate Prevention Architecture Note that where the integration is with a hub, there may be an additional call to the Cluster Key Generation service if the master record has changed due to merges with other records (and therefore needs to have new key values generated before commit). Batch Matching In order to allow customers to use different match rules in batch to real-time, separate matching templates are provided for batch matching. For example, some customers want to minimize intervention in key user flows (such as adding new customers) in front end applications, but to conduct a more exhaustive match on a regular basis in the back office. The batch matching jobs are also used when migrating data between systems, and in this case normally a more precise (and automated) type of matching is required, in order to minimize the review work performed by Data Stewards.  In batch matching, data is captured into EDQ using its standard interfaces, and records are standardized, clustered and matched in an EDQ job before matches are written out. As with all EDQ jobs, batch matching may be called from Oracle Data Integrator (ODI) if required. When working with Siebel CRM (or master data in Siebel UCM), Siebel’s Data Quality Manager is used to instigate batch jobs, and a shared staging database is used to write records for matching and to consume match results. The CDS batch matching processes automatically adjust to Siebel’s ‘Full Match’ (match all records against each other) and ‘Incremental Match’ (match a subset of records against all of their selected candidates) modes. The Future The Customer Data Services Pack is an important part of the Oracle strategy for EDQ, offering a clear path to making Data Quality Assurance an integral part of enterprise applications, and providing a strong value proposition for adopting EDQ. We are planning various additions and improvements, including: An out-of-the-box Data Quality Dashboard Even more comprehensive international data handling Address search (suggesting multiple results) Integrated address matching The EDQ Customer Data Services Pack is part of the Enterprise Data Quality Media Pack, available for download at http://www.oracle.com/technetwork/middleware/oedq/downloads/index.html.

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  • How to install Revolution R Enterprise?

    - by Abe
    Revolution R Enterprise is available as a red-hat rpm file. Normally I would use alien to install an rpm file, but the instructions for installing this package have an install.py file that I am supposed to execute. When I ./install.py, I get the following instructions: rpm: please use alien to install rpm packages on Debian, if you are really sure use --force-debian switch. See README.Debian for more details. There is no README.Debian file in the directory, and although I am not proficient in python, I can tell that there are at least four different directories with *rpm files in them. Has anyone had success with this? If possible, I'd prefer to install the Enterprise version instead of community version in the Ubuntu repository so that I can test it out.

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  • Announcing MySQL Enterprise Backup 3.7.1

    - by Hema Sridharan
    The MySQL Enterprise Backup (MEB) Team is pleased to announce the release of MEB 3.7.1, a maintenance release version that includes bug fixes and enhancements to some of the existing features. The most important feature introduced in this release is Automatic Incremental Backup. The new  argument syntax for the --incremental-base option is introduced which makes it simpler to perform automatic incremental backups. When the options --incremental & --incremental-base=history:last_backup are combined, the mysqlbackup command  uses the metadata in the mysql.backup_history table to determine the LSN to use as the lower limit of the incremental backup. You no longer need to keep track of the actual LSN (as in the option --start-lsn=LSN) or even the location of the previous backup (as in the option --incremental-base=dir:directory_path)This release also incudes various bug fixes related to some options used in MEB. The most important are few of them as listed below,1. The option --force now allows overwriting InnoDB data and log files in  combination with the apply-log and apply-incremental-backup options, and replacing the image file in combination with the backup-to-image and backup-dir-to-image options. 2. Resolved a bug that prevented MEB to interface with third-party storage managers to execute backup and restore jobs in combination with the SBT interface and associated --sbt* options for mysqlbackup. 3. When MEB is run with the copy-back option,  it now displays warnings as existing files are overwritten.For more information about other bug fixes, please refer to the change-log in http://dev.mysql.com/doc/mysql-enterprise-backup/3.7/en/meb-news.html The complete MEB documentation is located at http://dev.mysql.com/doc/mysql-enterprise-backup/3.7/en/index.html. You will find the binaries for the new release in My Oracle Support,  https://support.oracle.comChoose the "Patches & Updates" tab, and then use the "Product or Family (Advanced Search)" feature. If you haven't looked at MEB 3.7.1 recently, please do so now and let us know how MEB works for you. Send your feedback to [email protected].

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  • Oracle E-Business Suite Partners Get Plugged In - Oracle Enterprise Manager 12c

    - by Get_Specialized!
      Oracle E-Business Suite Plug-in, an integral part of Application Management Suite for Oracle E-Business Suite, is Generally Available. More information may be found in note 1434392.1 on MyOracle Support. Oracle E-Business Suite Plug-in can be accessed a few ways: Fresh install Enterprise Manager Store Oracle Software Delivery Cloud   Upgrade Oracle Technology Network Please refer to the Application Management Pack for Oracle E-Business Suite Guide for further details. If you are a partner and have not yet joined the Oracle PartnerNetwork Enterprise Manager KnowledgeZone, be sure and sign up today to learn more about Oracle Application Management and how it can aid your customers and business.

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  • Oracle's Vision for the Social-Enabled Enterprise

    - by Peggy Chen
    Register Now Join us for the Webcast. Mon., Sept. 10, 2012 10 a.m. PT / 1 p.m. ET Join the conversation: #oracle and #socbiz Mark Hurd President, Oracle Thomas Kurian Executive Vice President, Product Development, Oracle Reggie Bradford Senior Vice President, Product Development, Oracle Dear Colleague, Smart companies are developing social media strategies to engage customers, gain brand insights, and transform employee collaboration and recruitment. Oracle is powering this transformation with the most comprehensive enterprise social platform that lets you: Monitor and engage in social conversations Collect and analyze social data Build and grow brands through social media Integrate enterprisewide social functionality into a single system Create rich social applications Join Oracle President Mark Hurd and senior Oracle executives to learn more about Oracle’s vision for the social-enabled enterprise. Register now for this Webcast. Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Contact Us | Legal Notices and Terms of Use | Privacy Statement

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  • MySQL Enterprise Backup 3.8.2 - Overview

    - by Priya Jayakumar
      MySQL Enterprise Backup (MEB) is the ideal solution for backing up MySQL databases. MEB 3.8.2 is released in June 2013. MySQL Enterprise Backup 3.8.2 release’s main goal is to improve usability. With this release, users can know the progress of backup completed both in terms of size and as a percentage of the total. This release also offers options to be able to manage the behavior of MEB in case the space on the secondary storage is completely exhausted during backup. The progress indicator is a (short) string that indicates how far the execution of a time-consuming MEB command has progressed. It consists of one or more "meters" that measures the progress of the command. There are two options introduced to control the progress reporting function of mysqlbackup command (1) –show-progress (2) –progress-interval. The user can control the progress indicator by using “--show-progress” option in any of the MEB operations. This option instructs MEB to output periodically short reports on the progress of time-consuming commands. The argument of this option instructs where the output could be sent. For example it could be stderr, stdout, file, fifo and table. With the “--show-progress” option both the total size of the backup to be copied and the size that’s already copied will be shown. Along with this, the state of the operation for example data or meta-data being copied or tables being locked and other such operations will also be reported. This gives more clear information to the DBA on the progress of the backup that’s happening. Interval between progress report in seconds is controlled by “--progress-interval” option. For more information on this please refer progress-report-options. MEB can also be accessed through GUI from MySQL WorkBench’s next version. This can be used as the front end interface for MEB users to perform backup operations at the click of a button. This feature was highly requested by DBAs and will be very useful. Refer http://insidemysql.com/mysql-workbench-6-0-a-sneak-preview/ for WorkBench upcoming release info. Along with the progress report feature some of the important issues like below are also addressed in MEB 3.8.2. In MEB 3.8.2 a new command line option “--on-disk-full” is introduced to abort or warn the user when a backup process encounters a full disk condition. When no option is given, by default it would abort. A few issues related to “incremental-backup” are also addressed in this release. Please refer 3.8.2 documentation for more details. It would be good for MEB users to move to 3.8.2 to take incremental backups. Overall the added usability and the important defects fixed in this release makes MySQL Enterprise Backup 3.8.2 a promising release.  

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  • Save the date For AutoVue Enterprise Visualization at Oracle OpenWorld 2013

    - by Gerald Fauteux
    Planning to attend Oracle OpenWorld 2013 (September 22–26, 2013)?  If so, be sure to check out the various Enterprise Visualization activities that you can take advantage of while in San Francisco. Enterprise Visualization Sessions: CON8992 - Qualcomm Streamlines Its Design and Manufacturing Process with AutoVue/Agile Products. Click here for full session description. Customer Speakers: Mary Legaspi - Staff Systems Administrator and Ravi Sankaran - Sr. Staff Systems Analyst, Qualcomm CON8741 - Visual Information Navigator: Next-Generation Interaction Paradigm. Click here for full session description. Speakers: Rozita Naghshin - Sr. Principal Product Manager-Visual Information Navigator and Thierry Bonfante - Senior Director Product Development, Oracle Other Activities  There will be an “Oracle’s AutoVue & Visual Information Navigator" pod in the exhibit hall Come and meet Oracle’s Visualization experts at the SCM product lounge, and have exclusive 1 on 1 or group conversations with development and strategy experts.     Check back shortly for the dates and times of these activities

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  • DB Enterprise User Security Integration With Directory Services

    - by Etienne Remillon
    Gain a better understanding of how to integrate Enterprise User Security (EUS) with various Directories by attending this 1 hour Advisor Webcast!  When: July 11, 2012 at 16:00 UK / 17:00 CET / 08:00 am Pacific / 9:00 am Mountain / 11:00 am Eastern Enterprise User Security (EUS) is a DB feature to externalize, and centrally manage DB users in a directory server. The webcast will briefly introduce EUS, followed by a detailed discussion about the various directory options that are supported, including integration with Microsoft Active Directory. We'll conclude how to avoid common pitfalls deploying EUS with directory services. TOPICS WILL INCLUDE: - Understand EUS basics - Understand EUS and directory integration options - Avoid common EUS deployment mistakes Make sure to register and mark this date on your calendar! - Details and registration.

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  • Solving Big Problems with Oracle R Enterprise, Part I

    - by dbayard
    Abstract: This blog post will show how we used Oracle R Enterprise to tackle a customer’s big calculation problem across a big data set. Overview: Databases are great for managing large amounts of data in a central place with rigorous enterprise-level controls.  R is great for doing advanced computations.  Sometimes you need to do advanced computations on large amounts of data, subject to rigorous enterprise-level concerns.  This blog post shows how Oracle R Enterprise enables R plus the Oracle Database enabled us to do some pretty sophisticated calculations across 1 million accounts (each with many detailed records) in minutes. The problem: A financial services customer of mine has a need to calculate the historical internal rate of return (IRR) for its customers’ portfolios.  This information is needed for customer statements and the online web application.  In the past, they had solved this with a home-grown application that pulled trade and account data out of their data warehouse and ran the calculations.  But this home-grown application was not able to do this fast enough, plus it was a challenge for them to write and maintain the code that did the IRR calculation. IRR – a problem that R is good at solving: Internal Rate of Return is an interesting calculation in that in most real-world scenarios it is impractical to calculate exactly.  Rather, IRR is a calculation where approximation techniques need to be used.  In this blog post, we will discuss calculating the “money weighted rate of return” but in the actual customer proof of concept we used R to calculate both money weighted rate of returns and time weighted rate of returns.  You can learn more about the money weighted rate of returns here: http://www.wikinvest.com/wiki/Money-weighted_return First Steps- Calculating IRR in R We will start with calculating the IRR in standalone/desktop R.  In our second post, we will show how to take this desktop R function, deploy it to an Oracle Database, and make it work at real-world scale.  The first step we did was to get some sample data.  For a historical IRR calculation, you have a balances and cash flows.  In our case, the customer provided us with several accounts worth of sample data in Microsoft Excel.      The above figure shows part of the spreadsheet of sample data.  The data provides balances and cash flows for a sample account (BMV=beginning market value. FLOW=cash flow in/out of account. EMV=ending market value). Once we had the sample spreadsheet, the next step we did was to read the Excel data into R.  This is something that R does well.  R offers multiple ways to work with spreadsheet data.  For instance, one could save the spreadsheet as a .csv file.  In our case, the customer provided a spreadsheet file containing multiple sheets where each sheet provided data for a different sample account.  To handle this easily, we took advantage of the RODBC package which allowed us to read the Excel data sheet-by-sheet without having to create individual .csv files.  We wrote ourselves a little helper function called getsheet() around the RODBC package.  Then we loaded all of the sample accounts into a data.frame called SimpleMWRRData. Writing the IRR function At this point, it was time to write the money weighted rate of return (MWRR) function itself.  The definition of MWRR is easily found on the internet or if you are old school you can look in an investment performance text book.  In the customer proof, we based our calculations off the ones defined in the The Handbook of Investment Performance: A User’s Guide by David Spaulding since this is the reference book used by the customer.  (One of the nice things we found during the course of this proof-of-concept is that by using R to write our IRR functions we could easily incorporate the specific variations and business rules of the customer into the calculation.) The key thing with calculating IRR is the need to solve a complex equation with a numerical approximation technique.  For IRR, you need to find the value of the rate of return (r) that sets the Net Present Value of all the flows in and out of the account to zero.  With R, we solve this by defining our NPV function: where bmv is the beginning market value, cf is a vector of cash flows, t is a vector of time (relative to the beginning), emv is the ending market value, and tend is the ending time. Since solving for r is a one-dimensional optimization problem, we decided to take advantage of R’s optimize method (http://stat.ethz.ch/R-manual/R-patched/library/stats/html/optimize.html). The optimize method can be used to find a minimum or maximum; to find the value of r where our npv function is closest to zero, we wrapped our npv function inside the abs function and asked optimize to find the minimum.  Here is an example of using optimize: where low and high are scalars that indicate the range to search for an answer.   To test this out, we need to set values for bmv, cf, t, emv, tend, low, and high.  We will set low and high to some reasonable defaults. For example, this account had a negative 2.2% money weighted rate of return. Enhancing and Packaging the IRR function With numerical approximation methods like optimize, sometimes you will not be able to find an answer with your initial set of inputs.  To account for this, our approach was to first try to find an answer for r within a narrow range, then if we did not find an answer, try calling optimize() again with a broader range.  See the R help page on optimize()  for more details about the search range and its algorithm. At this point, we can now write a simplified version of our MWRR function.  (Our real-world version is  more sophisticated in that it calculates rate of returns for 5 different time periods [since inception, last quarter, year-to-date, last year, year before last year] in a single invocation.  In our actual customer proof, we also defined time-weighted rate of return calculations.  The beauty of R is that it was very easy to add these enhancements and additional calculations to our IRR package.)To simplify code deployment, we then created a new package of our IRR functions and sample data.  For this blog post, we only need to include our SimpleMWRR function and our SimpleMWRRData sample data.  We created the shell of the package by calling: To turn this package skeleton into something usable, at a minimum you need to edit the SimpleMWRR.Rd and SimpleMWRRData.Rd files in the \man subdirectory.  In those files, you need to at least provide a value for the “title” section. Once that is done, you can change directory to the IRR directory and type at the command-line: The myIRR package for this blog post (which has both SimpleMWRR source and SimpleMWRRData sample data) is downloadable from here: myIRR package Testing the myIRR package Here is an example of testing our IRR function once it was converted to an installable package: Calculating IRR for All the Accounts So far, we have shown how to calculate IRR for a single account.  The real-world issue is how do you calculate IRR for all of the accounts?This is the kind of situation where we can leverage the “Split-Apply-Combine” approach (see http://www.cscs.umich.edu/~crshalizi/weblog/815.html).  Given that our sample data can fit in memory, one easy approach is to use R’s “by” function.  (Other approaches to Split-Apply-Combine such as plyr can also be used.  See http://4dpiecharts.com/2011/12/16/a-quick-primer-on-split-apply-combine-problems/). Here is an example showing the use of “by” to calculate the money weighted rate of return for each account in our sample data set.  Recap and Next Steps At this point, you’ve seen the power of R being used to calculate IRR.  There were several good things: R could easily work with the spreadsheets of sample data we were given R’s optimize() function provided a nice way to solve for IRR- it was both fast and allowed us to avoid having to code our own iterative approximation algorithm R was a convenient language to express the customer-specific variations, business-rules, and exceptions that often occur in real-world calculations- these could be easily added to our IRR functions The Split-Apply-Combine technique can be used to perform calculations of IRR for multiple accounts at once. However, there are several challenges yet to be conquered at this point in our story: The actual data that needs to be used lives in a database, not in a spreadsheet The actual data is much, much bigger- too big to fit into the normal R memory space and too big to want to move across the network The overall process needs to run fast- much faster than a single processor The actual data needs to be kept secured- another reason to not want to move it from the database and across the network And the process of calculating the IRR needs to be integrated together with other database ETL activities, so that IRR’s can be calculated as part of the data warehouse refresh processes In our next blog post in this series, we will show you how Oracle R Enterprise solved these challenges.

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