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Beschreibung

An integral component of Oracle SOA and BPM Suite, Oracle BAM (Business Activity Monitoring) ultimately empowers business executives to react quickly to changing business situations. BAM enables business service and process monitoring through real-time data streaming and operational reports, and this book helps you to take advantage of this vital tool with best practice guidance for building a BAM project."Oracle BAM 11gR1 Handbook" is an essential companion for advancing your BAM knowledge, with troubleshooting and performance tuning tips to guide you in building BAM applications. The book uses step-by-step instructions alongside a real world demo project to steer you through the pitfalls of report and application development. Packed with best practices, you'll learn about BAM migration, HA configuration and much more."Oracle BAM 11gR1 Handbook" comprises a myriad of best practices for building real-time operational dashboards, reports and alerts. The book dives straight into the architecture of Oracle BAM 11g, before moving swiftly onto concepts like managing BAM server securities, populating Data Objects and performing load testing. Later on you'll also learn about BAM migration and building an ADF-based report, plus much more that you won't want to miss. For focusing in on best practices for this integral tool within Oracle SOA and BPM Suite, "Oracle BAM 11gR1 Handbook" is the perfect guide for the job.

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Veröffentlichungsjahr: 2012

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Table of Contents

Oracle BAM 11gR1 Handbook
Credits
Foreword
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. BAM 11gR1 Architecture
Oracle BAM key concepts
Data Object
ViewSet
View
Snapshot
Active Data
ChangeList
BAM 11gR1 architecture
Architecture overview
BAM server components
Active Data Cache
Persistence
Maintaining BAM artifacts
Managing data models
Processing Active Data
Messaging framework
Enterprise Message Sources
Report Cache
Event Engine
Report Server
BAM web applications
Understanding message flow
Opening a report for the first time
Processing Active Data
Summary
2. Designing Your First Data Objects and Reports
Designing your first Data Objects
Getting started with the BAM Architect web application
Creating subfolders
Data Object design considerations
Understanding the mappings between Data Objects and internal database tables
Creating your first Data Object using BAM Architect
Extending your Data Object with calculated fields
Extending your Data Object with lookup fields
Understanding how lookup works in BAM
Creating a lookup Data Object
Adding lookup fields in Data Objects
Using external Data Objects
Creating external data sources
Creating external Data Objects
Using ICommand to import Data Objects
Configuring ICommand
Setting up environment variables
Running ICommand
Building your first report
Creating your first report using the 3D bar chart View
Editing View properties
Viewing your first report
Summary
3. Populating Data Objects with Real-time Data
Using the Oracle BAM Adapter
Configuring the Oracle BAM Adapter
Using the Oracle BAM Adapter in SOA composites
Creating a BAM Server connection
Using the Oracle BAM Adapter in an SOA composite
Sending data to BAM through the Oracle BAM Adapter
Enabling batching
How to enable batching
Configuring batching properties
Using BPEL sensors
Using a BAM Sensor Action
Using Enterprise Message Sources
Creating an EMS
Configuring JMS Server connection properties
Configuring JMS message consumption properties
Configuring Data Object operation properties
Configuring other properties
A case study
XML formatting
Source value formatting (optional)
Configuring XML to Data Object mapping
Testing EMS
Testing EMS Using WebLogic Server console
Transaction and fault handling
Using Oracle BAM Web services
DataObjectOperationsByName Web service overview
Using the DataObjectOperationsByName web service
Summary
4. Designing BAM Reports
Designing a report that contains a single View
Specifying Data Objects and fields
Performing data manipulation tasks
Adding filters
Creating a filter expression
Defining parameters
Configuring surface prompts
Adding calculated fields
Editing View properties
Extending your report to include multiple Views
Driving from a master view to a detail view
Creating a detail View
Enabling driving
Adding a Gauge View
Adding a Chart View
Enabling BAM alerts
Creating a BAM alert
Configuring User Messaging Service
Summary
5. Testing BAM Applications
Introducing BAM testing methodologies
Developing a test strategy
Developing a test plan
Developing test cases
Testing BAM Data Objects
Preparing test data
Testing data mappings and transformations
Testing XML to Data Object mappings
Testing XML transformations
Testing calculated and lookup fields
Testing calculated fields
Testing lookup fields
Testing BAM report Views
Testing View data
Testing View properties
Performing end-to-end testing
Testing Active Data processing
Performing load testing
Generating a load
Monitoring performance
Analyzing results
Identifying closed connections
Identifying performance bottlenecks for report loading
Identifying Active Data processing issues
Summary
6. Managing BAM Securities
Managing BAM authentication
Managing users and groups
Using an external LDAP server with BAM
Creating a new Authentication provider
Reordering Authentication providers
Performing BAM specific configuration
Managing BAM authorization
Managing application roles
Adding a new user or group to an application role
Managing BAM policies
Configuring SSL for BAM
Preparing a server certificate
Configuring SSL for the WebLogic Server
Disabling hostname verification (optional)
Enabling SSL for BAM
Enabling SSL for ICommand
Summary
7. Migrating BAM to a Different Environment
Cloning Oracle BAM
Cloning a Middleware home
Creating an archive of a Middleware home
Copying required files
Extracting the archive in a target system
Cloning a WebLogic Server domain for BAM
Creating an archive of a WebLogic Server domain for BAM
Extracting move plans
Editing move plans
Extracting the archive in a target system
Performing additional configurations and testing
Performing data migration
Migrating BAM data using database commands
Migrating BAM data using ICommand
Using the EXPORT command
Using the IMPORT command
Performing additional configurations
Summary
8. Configuring High Availability for BAM
Preparing your HA environment
Configuring databases
Installing database schemas for SOA/BAM
Setting up database parameters
Granting transactional recovery privileges
Choosing the recommended WebLogic Server topology
Enabling IPs and VIPs
Configuring shared storage and domain structures
Understanding Fusion Middleware home directory structure
Managing the WebLogic Server domain directories
Configuring a shared storage
Creating the oracle user
Creating NFS shares
Mounting shared directories
Verifying NFS mounts
Configuring a WebLogic Server domain for BAM HA
Configuring a WebLogic Server base domain
Creating a WebLogic Server domain
Starting the Administration Server
Propagating domain directories
Disabling hostname verification for the Administration Server and the Managed Servers
Starting the Node Manager
Starting the Managed Servers
Applying the Java Required Files (JRF) template to WSM_Cluster
Performing a backup operation
Extending the base domain to include BAM
Extending the domain to include BAM
Performing additional configurations for the BAM domain
Configuring a JMS persistence store for BAM
Configuring a persistence store for transaction recovery
Untargeting BAM Server components from WLS_BAM2
Propagating domain configurations
Starting WLS_BAM1 and WLS_BAM2
Applying the JRF template to BAM_Cluster
Performing BAM-specific configurations
Configuring a cluster address
Configuring BAM Web Applications
Configuring BAM properties using System MBean Browser
Backing up your HA environment
Configuring server migration
Configuring migration for the Administration Server
Configuring server migration for WLS_BAM1
Setting up a leasing table for server migration
Creating a data source
Editing the Node Manager's properties file
Configuring the wlsifconfig.sh script
Configuring server migration targets
Summary
9. Troubleshooting your BAM Applications
Understanding BAM logging and troubleshooting methodologies
Understanding BAM logging concepts
Enabling logging for BAM
Setting BAM loggers to appropriate values
Introducing the methodologies for troubleshooting BAM
Understanding the key terminologies and the BAM architecture
Identifying the problem
Setting up BAM loggers
Troubleshooting the BAM applications
Troubleshooting the Active Data processing issues
Troubleshooting Report Server issues
Enabling ActiveDataPage
Enabling ActiveDataViewSet
Enabling ActiveDataServlet
Troubleshooting the Active Data Cache and the Report Cache
Troubleshooting the client-side issues
Enabling client-side logging
Case study
Identifying the problem
Diagnosing the problem
Solution
Troubleshooting BAM HA issues
Case study
Identifying the problem
Diagnosing the problem
Solution
Summary
10. Building your Reports Using ADF
ADF — an overview
Designing your BAM report using ADF
Developing your report using ADF
Creating an ADF project in JDeveloper
Configuring your BAM connection
Creating BAM Data Control for a Data Object
Creating a JSF page and data binding
Deploying and testing your ADF project
Summary
Index

Oracle BAM 11gR1 Handbook

Oracle BAM 11gR1 Handbook

Copyright © 2012 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: April 2012

Production Reference: 1280312

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-84968-544-3

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Cover Image by Sandeep Babu (<[email protected]> )

Credits

Author

Pete Wang

Reviewers

Vaibhav Shankar Ambavale

Martijn van der Kamp

Arun Pareek

Jan-Willem Pas

Acquisition Editor

Stephanie Moss

Lead Technical Editor

Shreerang Deshpande

Technical Editor

Lubna Shaikh

Project Coordinator

Joel Goveya

Proofreader

Aaron Nash

Indexer

Hemangini Bari

Graphics

Manu Joseph

Valentina D'souza

Production Coordinator

Aparna Bhagat

Prachali Bhiwandkar

Cover Work

Aparna Bhagat

Foreword

As businesses are increasing their use of Service Oriented Architecture (SOA) to build their core business systems, the need for real-time visibility into their business processes is becoming critical. At the same time, IT budgets are shrinking, and businesses are under constant pressure to cut costs and optimize their investments. Oracle Business Activity Monitoring (Oracle BAM) provides a comprehensive solution for building real-time dashboards and alerts for monitoring Service Level Agreements (SLAs) and other Key Performance Indicators (KPIs).

Like Oracle SOA Suite and Oracle BPM Suite, Oracle BAM 11g leverages the best-of-breed WebLogic Server platform to achieve a high quality of service. As a completely new release, Oracle BAM 11g offers many new features and enhancements in the areas of usability, performance, scalability, and interoperability.

The book is a comprehensive handbook that focuses on providing guidance and best practices for building BAM applications including designing, developing, and troubleshooting. The key topics covered in the book are:

Oracle BAM 11g concepts and architectureDeveloping and load testing BAM applicationsConfiguring an LDAP server and SSL for BAMMigrating BAM applications from one environment to anotherTroubleshooting and tuning BAM applicationsConfiguring BAM High Availability

This book provides an in-depth coverage of Oracle BAM 11g, as well as troubleshooting methodologies that can be used for advanced problem resolution. The BAM samples for this book help solidify the readers' understanding of the concepts through hands-on experience.

All the instructions, guidelines, tips, best practices, and cases studies are based on real-world problems and solutions. By following these best practices, SOA developers can significantly increase their productivity, avoid common pitfalls, and create more agile, scalable, and reusable BAM applications.

As the global technical lead for BAM and a member of the A-Team, Pete's real-world experience with SOA and BAM-based solutions helps keep the book grounded in practical solutions to real-world challenges that companies face.

Focusing on accurate, pragmatic instructions, and best practices, this book should be a perfect guide for SOA architects and developers, in developing and administrating BAM applications.

Robert Patrick

Vice President, Oracle Fusion Middleware Architects Team: The A-Team

About the Author

Pete Wang is a member of the Oracle Fusion Middleware Architects team: the A-Team that focuses on managing all aspects of the SOA/AIA engagements, including proof of concepts, support escalations, sales engagement, user conferences, seminars, workshops, and so on. With a well-established credibility and influence in the area of SOA/BAM, Pete is a trusted advisor, and plays a key technical role in guiding customers, consultants, support analysts, and engineers in resolving critical customer and product issues. Prior to the A-Team role, Pete took on various roles in Customer Support and Sales Consulting at both Oracle and BEA Systems.

Pete has over 12 years of experience in the design and the development of SOA/BAM/JavaEE applications, and he specializes in designing and troubleshooting large-scale and mission-critical systems built with various middleware technologies. As the Global Technical Lead (GTL) for BAM in Support, Pete has been actively engaged in delivering BAM solutions, publishing articles, support escalations, and advanced resolutions, to ensure the success of customers.

Pete is currently living in Melbourne, Australia, but will move to Boston, MA, USA, with his family soon. Pete holds a Master's Degree in Information Science from the University of New South Wales, Australia, and he likes to play tennis and soccer in his spare time.

Acknowledgement

First of all, I would like to take this opportunity to express my sincere gratitude to all the members of the BAM Development team and the Oracle management team, especially to Robert Patrick, Jeff McDaniel, Payal Srivastava, Stephen Sherman, Hani Isac, and Odin Grupe for their support, encouragement, and guidance throughout the development of this book.

I would also like to express my deep gratitude to all the contributors and the reviewers, who truly play a key part in improving the contents and making this book complete. Their hard work, great ideas, and precious comments really make a difference. Special thanks to Michael Zhao who has spent a lot of his spare time in building and testing the samples, thus ensuring the high quality of the code and instructions. Without their contributions, this book wouldn't have been as good as it is now.

I would like to say a big thank you to the team at Packt Publishing, who are always willing to help with their professionalism, enthusiasm, and dedication. Special thanks go to Stephanie Moss, who provided a lot of invaluable feedback and comments in the early stage of writing, which really made my job easier as an author.

Finally, I would like to dedicate this book to my lovely wife, Daisy, who has been supporting and encouraging me throughout the course of the book's development. Without her continued support, patience, and care, I would not have pursued and completed this work in such a short amount of time.

About the Reviewers

Vaibhav Shankar Ambavale is a solution architect, and has extensive experience in Middleware technologies. He is passionate about designing and developing applications. He is an Oracle certified Expert on Oracle SOA suite 11g. He has expertise in Oracle Fusion middleware — SOA, BPM, BAM, mediator, B2B, AIA, and WebLogic. He has extensive experience in the B2B domain, where he worked on various B2B products and protocols.

Besides work, he enjoys traveling, trekking, and photography. Vaibhav holds a Bachelor's degree in engineering from V.J.T.I., Mumbai, India.

Martijn van der Kamp is an enthusiastic Oracle specialist from the Netherlands. His focus is on the Fusion Middleware stack. When he started working for Capgemini, he got in touch with Oracle BPM. Quickly, his interest transformed to passion.

Martijn has worked on several (international) projects in the Oracle BPM domain, where he gained expertise and knowledge of implementing BAM.

I would like to thank Léon Smiers for getting me acquainted with, and coaching me on, Oracle BPM and BAM.

Arun Pareek is a SOA practitioner, working on SOA-based implementation projects in the capacity of a consultant and architect for over five years now. He is also an IASA certified software architect, and is currently co-authoring a book on Oracle SOA Suite Administration for Packt Publishing. He has been actively working on the SOA Suite of products of both BEA and Oracle, including technologies such as Service Bus, AIA, BPEL, BAM, BPA, and BPMN. He has a knack for designing systems that are scalable, performant, and fault-tolerant, and is an enthusiast for automated continuous integration techniques. He is also an active blogger on these technologies, and runs a popular blog at http://beatechnologies.wordpress.com.

I would like to appreciate the encouragement I received from my parents for helping me achieve many things in my life. A special note of thanks goes to my wonderful wife Karuna for her constant support, cooperation, and patience, without which, it wouldn't have been possible for me to manage my work and life together.

Jan-Willem Pas is a Database and Integration specialist working at Capgemini, Netherlands.

After completing his Bachelor's degrees in Technical IT and Commercial Engineering and Management, Mr. Pas started working as a software developer/designer for numerous customers, and in numerous environments, using Oracle Database technology and other classic Oracle products, such as Reports, Forms, and Workflow.

Gradually, he began to focus more on SOA/Integration projects, mainly using the Oracle technology. During his last major project, Mr. Pas has participated in a BPM Work Order management implementation for a big customer in the Dutch energy sector, using the latest Oracle products, such as BPM, OSB, BI Publisher, and Oracle BAM.

His role has grown into a more functional and leading one, and he is now responsible for leading the development team that continues the maintenance and the development of this Work Order management system.

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Preface

An integral component of Oracle SOA and BPM Suite, Oracle BAM Business Activity Monitoring (BAM) ultimately empowers business executives to react quickly to the changing business situations. BAM enables business service and process monitoring through real-time data streaming and operational reports, and this book helps you to take advantage of this vital tool with best practice guidance for building a BAM project.

Oracle BAM 11gR1 Handbook is an essential companion for advancing your BAM knowledge, with troubleshooting and performance tuning tips to guide you in building BAM applications.

The book uses step-by-step instructions alongside a real world demo project to steer you through the pitfalls of report and application development. Packed with best practices, you'll learn about BAM migration, HA configuration, and much more.

This book comprises a myriad of best practices for building real-time operational dashboards, reports, and alerts.

The book dives straight into the architecture of Oracle BAM 11g, before moving swiftly onto concepts like managing BAM server securities, populating Data Objects, and performing load testing. Later on you'll also learn about BAM migration and building an ADF-based report, plus much more that you won't want to miss.

For focusing in on best practices for this integral tool within Oracle SOA and BPM Suite, Oracle BAM 11gR1 Handbook is the perfect guide for the job.

What this book covers

Chapter 1, BAM 11gR1 Architecture, introduces the Oracle BAM key concepts, and its high-level architecture.

Chapter 2, Designing your First Data Objects and Reports, covers the basics for designing your Data Objects and reports.

Chapter 3, Populating Data Objects with Real-time Data, explores various technologies, such as Enterprise Message Sources (EMS) , the Oracle BAM Adapter, BPEL Sensors, and Oracle BAM Web services, which can be used to move the business data to BAM.

Chapter 4, Designing BAM Reports, covers the techniques/procedures for designing BAM reports with multiple views to meet your business needs.

Chapter 5, Testing BAM Applications, discusses the testing methodology in general, and the BAM-specific methodology for conducting end-to-end testing under normal and load condition.

Chapter 6, Managing BAM Securities, discusses the key BAM security concepts, which include authentication, authorization, and SSL.

Chapter 7, Migrating BAM to a Different Environment, discusses the best practices for migrating BAM to a different environment.

Chapter 8, Configuring High Availability for BAM, discusses the Oracle BAM high availability solution/best practices in the Application Server tier.

Chapter 9, Troubleshooting your BAM Applications, explores the troubleshooting techniques, methodologies, and case studies.

Chapter 10, Building your Reports Using ADF, discusses how to build reports using the Oracle Application Development Framework (ADF).

What you need for this book

Hardware requirements:

At least 2G memory, 4G is recommended.

Software requirements:

Oracle SOA Suite 11.1.1.4 or later releases.Oracle JDeveloper 11.1.1.4 or later releases. Ensure that the JDeveloper release matches the SOA Suite.Microsoft Internet Explorer (IE) browser (7.0 or later release) on your host OS.

Who this book is for

If you are a developer/report developer or SOA Architect who wants to learn valuable Oracle BAM best practices for monitoring your operations in real time, then Oracle BAM 11gR1 Handbook is for you. Administrators will also find the book useful.

You should already be comfortable with SOA architecture and SQL practices.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: " Let us look at a ChangeList example, which is produced by a ViewSet of the Employees Data Object."

A block of code is set as follows:

<ADCServerName>localhost</ADCServerName> <ADCServerPort>9001</ADCServerPort> <ICommand_Default_User_Name>user</ICommand_Default_User_Name> <ICommand_Default_Password>passwd</ICommand_Default_Password>

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

<S:Envelope xmlns:S="http://schemas.xmlsoap.org/soap/envelope/"> <S:Header> <work:WorkContext xmlns:work="http://oracle.com/weblogic/soap/workarea/"> rO0ABXdOABd3ZWJsb2dpYy5hcHAub3JhY2xlLWJhbQAAANYAAAA jd2VibG9naWMud29ya2FyZWEuU3RyaW5nV29ya0NvbnRleHQABjExLjEuMQAA </work:WorkContext> </S:Header> <S:Body> <ns2:InsertResponse xmlns:ns2="http://xmlns.oracle.com/bam"/> </S:Body> </S:Envelope>

Any command-line input or output is written as follows:

SOA_HOME/bam/bin/icommand.bat CMD IMPORT FILE <file name>

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: " Among them, Active Data Cache, Report Cache, and Report Server are the major components that are responsible for static and dynamic report rendering ".

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

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To send us general feedback, simply send an e-mail to <[email protected]>, and mention the book title through the subject of your message.

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Errata

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We appreciate your help in protecting our authors, and our ability to bring you valuable content.

Questions

You can contact us at <[email protected]> if you are having a problem with any aspect of the book, and we will do our best to address it.

Chapter 1. BAM 11gR1 Architecture

Oracle Business Activity Monitoring (BAM) 11g R1 architecture leverages the push-based mechanism to deliver the high volume of data changes to the frontend web browser in real time, which is the key differentiator from other conventional reporting solutions that use the pulling approach for report rendering.

To help you understand the push-based mechanism and BAM Architecture, this chapter first introduces BAM key concepts, which are the prerequisites to learning BAM. We will then discuss an overview of the architecture, and its key server side components. Finally, you will see an explanation of the message flows in typical report opening and data change scenarios, so that you can understand what happens behind the scenes.

Oracle BAM key concepts

In this section, we will give you a brief review of the key concepts, which will help you to gain a better understanding of BAM Architecture, and more advanced topics.

Data Object

A Data Object is an internal data structure that represents the business data in the BAM server. Like the concept of the database tables, a Data Object has a flat structure, which includes fields with primitive data types, such as string, integer, float, date time, and so on. It can also include calculated fields and lookup fields, which reference to other Data Objects using foreign keys. The Data Object field cannot be defined using complex data types, such as arrays, objects, and so on.

The following screenshot depicts the Employees Data Object layout, which is defined using simple primitive data types, such as string, integer, and timestamp:

Data Objects are managed in the in-memory data cache to meet the needs of high volume data processing, and get persistent in the BAM database schema automatically. In the current release, Oracle BAM supports the following RDBMS as its persistence store: Oracle Database, IBM DB2, and Microsoft SQL server.

More Data Object details will be covered in Chapter 2,Designing your First Data Objects and Reports.

ViewSet

A ViewSet is an object that represents a query to a given Data Object. A ViewSet provides an abstraction layer that decouples the View design and underlying data model, which allows multiple reports to share the same Data Object.

In BAM, a ViewSet is defined using an XML schema, which can contain the following elements:

ViewSetID: A unique identifier for one particular ViewSetViewsetSchema: A schema definition root element which can contain:
DatasetField: A field defined in Data ObjectCalculatedField: A field defined in the ViewSet, but not in Data ObjectAggregateField: An aggregate, such as sum, average, and so on

To understand this concept, let's take a look at an example that represents the query to the Employee Data Object that you saw before.

In this ViewSet definition, the dataset attribute specifies the database table (_Employees) that is used to persist the Data Object (Employee). The DatasetField and AggregateField elements specify the _Sales_Area data field and the aggregate SUM(_Sales_Number) that can be used to construct the query to the _Employees dataset.

ViewSets can also be sorted, filtered, and applied row-level securities. More topics related to ViewSet will be covered in the next chapter.

View

A View is a rendered result set, which is generated by opening one or a collection of ViewSets. The following is a sample of the 3D bar chart View that shows the number of orders, grouped by its status:

Note

In the current BAM release, a View can only be rendered in the IE browser. The View type specific XSL transformation, which is used to convert report data to DHTML with JavaScript, utilizes proprietary IE features that are not available in other web browsers, such as Firefox, Chrome, and so on.

The list of View types supported in BAM 11g R1 include the following:

Charts: Area chart, bar chart, combo chart, funnel chart, line chart, pie chart, SPC chart, and stacked bar chartLists: Streaming list, updating list, updating ordered list, and collapsed listAction FormColumnarDashboardRow group, column groupKPIs: Arrow, market arrow, dial gauge, range gaugeTab groupExcel spreadsheet

You will learn more about these View types in Chapter 4, .

Snapshot

A Snapshot is a query result set created by a ViewSet. When a report is first rendered, a ViewSet is opened to generate the initial result, which is called a Snapshot. The XML representation of the Snapshot is then transformed to DHTML using View-specific XSL, and sent to the client along with JavaScript.

Snapshots are cached in the BAM Server. So, every time the same report is opened in another browser session, the Snapshot will be retrieved, and sent back to the client without generating from scratch, which helps improve the report rendering performance.

Snapshots can be used to generate static Views. To produce dynamic Views, or in other words, to render a report that can reflect the data changes in real time, you will need a push-based mechanism called Active Data, which we will look at next.

Active Data

Active Data is the continuous stream of changes that the ViewSet can produce. Once a report is first rendered with a Snapshot, any subsequent changes to the Snapshot of the ViewSet will be captured at the server side, and pushed back to the client. This is what we call a push-based mechanism.

A push-based mechanism is an efficient way of delivering real-time notifications to the client. Unlike the polling approach, in which clients need to consistently send requests to the server, Active Data allows the server to send the changed data in an incremental way, instead of transferring all the report data to the client, and thus can provide significant advantages, such as the following:

Leveraging client and server resources more efficientlySignificantly reducing the network trafficFast rendering report with Active Data

You will learn more about Active Data and push-based mechanisms in the Understanding message flow section, later in this chapter.

ChangeList

A ChangeList is an Active Data Payload that includes the changes produced by a specific ViewSet.

The ChangeList is in XML format, which normally includes the following:

index: A sequence number of a ChangeList. When a report is first rendered, a ViewSet will be opened with a Snapshot. Any further Data Object changes may trigger a ChangeList generated with incremental index numbers starting from one. The index will increment by one as any new changes come.viewsetID: A unique identifier for a particular ViewSet, the index, and viewsetID together identify the ChangeList.Group: A container to hold ChangeList records.Record: An XML element representing a row in the updated query result of a ViewSet. A Record contains a transaction type (insert, update, upsert, and delete), Data Object field references, and contents.

Let us look at a ChangeList example, which is produced by a ViewSet of the Employees Data Object.

The key points that you can see from the example are:

The ChangeList sequence number is identified by the index attribute value. 1 means this is the first ChangeList for the ViewSet.The Field definition and FormattedValue provide the detailed information for the ChangeList contents.The xnType attribute defined in the Record element specifies the transaction type (update) for the Record of the ChangeList. The other possible transaction type values are insert, upsert, and delete.

Note