Obiee10 g to 11g upgrade


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Obiee10 g to 11g upgrade

  1. 1. Upgrade RPD and Dashboard Reports from OBIEE 10g to OBIEE 11g This document briefs you the step by step approach to upgrade a repository and web catalog (Reportsand Dashboards) from OBIEE 10g to OBIEE 11g using Oracle Fusion Middleware Upgrade AssistanceUtility and post upgrade check-ins.History: Version Description Author Publish Date Change 0.1 Initial Draft Hitesh Mankar 10th - May-2011 0.1 1st Review Amit Sharma 12th - May-2011Upgrade OBIEE RPD | 1
  2. 2. Prerequisites Check.1). Check consistency of repository and save it, remove errors.2). Choose and note down the name of repository and the web catalog (Dashboard Reports), credential (login information) you want to upgrade.3) Look of repository into 10g.Upgrade OBIEE RPD | 2
  3. 3. 4. Keep information about connection pool settings and the database/ data source name with its credential.5. Check out which groups and users belong to this rpd.Upgrade OBIEE RPD | 3
  4. 4. 6. Look of dashboard and catalog name into OBIEE 10g. For this rpd the Financial Analysis is dashboard name and below is the listed dashboard pages into the Account folder.Accounts is the catalog and group name. It contains the Financial Analysis dashboard.Administrator is the First owner of Accounts catalog.Upgrade OBIEE RPD | 4
  5. 5. 7. Below is the look of saved requests of dashboard reports which are saved into Essbase folder Acconts.8. The dashboard reports with its entire tab in OBIEE 10g looks like this.Upgrade OBIEE RPD | 5
  6. 6. 9. Remember or make a note of path where the rpd and web catalog (contains dashboard and requests) is located for OBIEE 10g.Physical Path where OBIEE 10g repository file is located E:OracleBIserverRepositoryPhysical Path where the OBIEE 10g Web Catalog (Dashboard Reports) is located. Here the Dashboard and other saved requests are saved inside sample sales catalogE:OracleBIDatawebcatalogsamplesalesrootsharedaccounts_portalfinan cial+analysisThe saved requests are in Essbase Folder and the Dashboard is in accounts  Financial Analysis.10. If rpd (repository) is migrated from another system or server than also take backup of database from data source and configure, restore for OBIEE 11g data source.11. Start BI Services.(The Admin Server and the Managed Server must be running during the upgrade process).Go to Start  All Programs  Oracle Business Intelligence Start BI Services.12. Now run the upgrade assistant wizard.It is located into C:MiddlewareOracle_BI1bin with the name ua.bat.Upgrade OBIEE RPD | 6
  7. 7. 13. Click Next in the first welcome screen.14. Select Upgrade Oracle BI and Presentation Catalog and click on Next button.You can make selection as per your requirement like to upgrade scheduler schema, Publisher repository etc.Upgrade OBIEE RPD | 7
  8. 8. 15. Enter the Source information as shown in below screen shot.Select Upgrade Repository (RPD) and Upgrade Catalog (web catalog) browse the path, enter the login credentials of rpd in 10g and new password for 11g.16. Specify Web logic server details.With port number and Credentials which are used to start the Oracle Business Intelligence  BI Services.Upgrade OBIEE RPD | 8
  9. 9. 17. Examination of components will start and generate a log file automatically. Path of log file will display at bottom of the Examine Screen. Click next after getting Succeeded message.18. Next screen will show the upgrade summary, check the directory path of rpd and web catalog you have entered in RPD & Catalog section.Click on Upgrade button to start the actual upgrade process.Upgrade OBIEE RPD | 9
  10. 10. 19. Upgrade process will take few minutes.20. After completing 100% of upgrade process a Succeeded message will come and close button will enable. Click on next button to complete upgrade.Upgrade OBIEE RPD | 10
  11. 11. 21. Upgrade complete.In upgrade complete screen you can see the path of log file where it is saved named post upgrade. Click close button to close the Upgrade Assistance Utility22. After upgrade the new rpd will automatically configure into Enterprise Manager (EM).Now Stop BI Services and verify the upgrade. Open the rpd into Administration Tool using new password.Upgrade OBIEE RPD | 11
  12. 12. Look of repository inside OBIEE 11g Administration Tool after upgrade.23. Check the settings of connection pool, change the server name, shred logon user name and password and others if require to connect rpd with data source. Check view data property over physical tables and columns.Upgrade OBIEE RPD | 12
  13. 13. 24.Verify all the Groups and Users are Upgraded and available with rpd or not.25). To enable the rpd for query after upgrade from OBIEE 10g to OBIEE 11g, create a similar system DSN (ODBC) for connection with data source.26. Check global consistency and save rpd and Start the BI Services Again.27. Login into Oracle Enterprise manager and check rpd is configured or not, if not then configure and deploy.(Within upgrade process the rpd get configure into enterprise manager automatically)Upgrade OBIEE RPD | 13
  14. 14. 28. Start the Oracle Business Intelligence Analytics to query on rpd and check the web catalog also.29. Login into Enterprise Manager: - Select Business Intelligence  coreapplication, check application role name (groups of 10g rpd) and members.Upgrade OBIEE RPD | 14
  15. 15. 30. Login into Console. Select Services from Domain Structure  Security Realms to verify the users and groups. Check all the users and groups of OBIEE 10g rpd and dashboard are available in OBIEE 11g.Upgrade OBIEE RPD | 15
  16. 16. 31. Login into Analytics (Presentation Server)Verify the presentation catalog of rpd and apply some query to retrieve data  also open the web catalog to check the upgraded dashboard.32. All above steps satisfied that means your rpd (Metadata) and web catalog (Dashboard Reports) are successfully upgraded from OBIEE 10g to OBIEE 11g with all their properties and available to get more reports on that.Upgrade OBIEE RPD | 16