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Oracle® Fusion Middleware Upgrade Guide for Oracle Business Intelligence
11
g
Release 1 (11.1.1)
Part Number E16452-02
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Part I Before You Upgrade
1
Planning to Upgrade from Oracle BI 10
g
to BI 11
g
1.1
Developing a BI Upgrade Strategy
1.1.1
Step 1: Analyze and Optimize the Existing 10
g
System in Readiness for Upgrade
1.1.2
Step 2: Understand What is Upgraded and How it is Upgraded
1.1.3
Step 3: Define a Test Plan to Validate the Upgrade
1.1.4
Step 4: Perform a Test Upgrade on a Representative Subset of the Existing 10
g
System
1.1.5
Step 5: Perform the Actual Upgrade
1.1.6
Step 6: Implement New and Enhanced 11
g
Functionality
1.2
Understanding the Upgrade of Repository Metadata
1.2.1
Repository Metadata: Major Upgrade Considerations
1.2.1.1
Enhanced Repository Consistency Checking
1.2.1.2
Oracle BI Server Query Changes
1.2.1.2.1
Integer Division
1.2.1.2.2
10
g
Allowed Invalid Joins That Resulted in Double Counting
1.2.2
Repository Metadata: Other Upgrade Considerations
1.2.2.1
Changes Related to the Use of Fusion Middleware Control in Oracle BI 11
g
1.2.2.2
Changes Related to Security
1.2.2.3
Changes Related to ODBC DSN
1.2.2.4
Changes Related to the Dependencies for a Running System
1.2.2.5
Changes Related to Running Command-Line Utilities
1.2.2.6
Changes Related to Data Source Connectivity
1.2.2.7
Administration Tool Changes
1.2.2.8
Repository Modeling Changes
1.2.2.9
Changes to Write Back
1.2.2.10
Changes to Static Variables
1.2.2.11
MUD History Must Be Manually Upgraded in Oracle Business Intelligence 11
g
1.2.2.12
Changes Related to Environment Variables
1.2.3
BI Repository Metadata: Highlighted New 11
g
Functionality to Leverage
1.3
Understanding Oracle BI Presentation Catalog Upgrade
1.3.1
Oracle BI Presentation Catalog: Major Upgrade Considerations
1.3.2
Oracle BI Presentation Catalog: Other Upgrade Considerations
1.3.2.1
Upgrading Actions
1.3.2.2
Upgrading Analyses that use Advanced SQL
1.3.2.3
Upgrading Calculated Items
1.3.2.4
Upgrading Hidden Dashboards
1.3.2.5
Upgrading iBots
1.3.2.6
Upgrading Pivot Tables
1.3.2.7
Upgrading Interactions in Views
1.3.2.8
Upgrading Conditional Formats
1.3.2.9
Upgrading Measure Columns
1.3.2.10
Upgrading Report-Based Totals
1.3.2.11
Upgrading Sorts
1.3.2.12
Upgrading Prompts
1.3.2.13
Upgrading Custom Files
1.3.2.14
Upgrading Custom Styles and Skins
1.3.2.15
Upgrading Charts
1.3.2.16
Upgrading the Agents Folder
1.3.2.17
Upgrading Gauges
1.3.2.18
Other Changes in Behavior
1.3.3
Oracle BI Presentation Catalog: Highlighted New 11
g
Functionality to Leverage
1.4
Understanding BI Publisher Upgrade
1.4.1
BI Publisher: Major Upgrade Considerations
1.4.1.1
Deployment to Oracle WebLogic Server
1.4.1.2
Security Model Changes
1.4.1.3
Shared Catalog with Oracle Business Intelligence Presentation Services
1.4.1.4
Changes to Report Architecture
1.4.1.5
Enhanced Catalog Object Security
1.4.2
BI Publisher: Other Upgrade Considerations
1.4.2.1
Support for BI Publisher File-Based Catalog or Oracle BI Presentation Catalog
1.4.2.2
Discoverer Workbooks Not Supported as a Data Set Type
1.4.2.3
Compatibility Between 10
g
and 11
g
Reports
1.4.2.4
Upgraded Data Models Might Not Be Editable
1.4.2.5
Upgraded Data Templates Might Cause Validation Errors in 11
g
1.4.2.6
Applications Using 10
g
Web Services for Integration Will Require Changes to Application Code
1.4.2.7
Differences Between 10
g
and 11
g
Sub Template Implementation
1.4.3
BI Publisher: Highlighted New 11
g
Functionality to Leverage
1.4.3.1
Graphical Web-Based Report Design Tool
1.4.3.2
Report Interactivity
1.4.3.3
Retrieve and Structure Data with the Data Model Editor
1.4.3.4
Support for Additional Data Sources
1.4.3.5
Scheduled Jobs Management Enhancements
1.4.3.6
Auditing and Monitoring Capabilities
1.4.3.7
Consistent Look and Feel Using Style Templates
1.4.3.8
Sub Template Management in Catalog
1.5
Understanding Oracle Business Intelligence Security Upgrade
1.5.1
Oracle BI Security: Major Upgrade Considerations
1.5.2
Oracle BI Security: Other Upgrade Considerations
1.5.2.1
Changes Affecting the Identity Store
1.5.2.2
Changes that Affect the Policy Store
1.5.2.3
Changes that Affect the Repository File
1.5.2.4
Changes that Affect the Oracle BI Presentation Catalog
1.5.2.5
Upgrading an Existing SSL Environment
1.5.2.6
Upgrading an Existing SSO Environment
1.5.3
Oracle BI Security: Highlighted New 11
g
Functionality to Leverage
1.6
Moving from 11.1.1.3 to 11.1.1.5
1.7
Considerations for Oracle BI Applications Customers
2
Summary of the Oracle Business Intelligence Upgrade Process
2.1
Upgrade Overview
2.2
Flow Chart of the Oracle Business Intelligence Upgrade Process
2.3
Steps in the Oracle BI EE Upgrade Process
2.4
Steps in the Oracle BI Publisher Upgrade Process
2.5
Steps in the Oracle Real-Time Decisions Upgrade Process
3
Supported Starting Points for Oracle Business Intelligence Upgrade
3.1
Oracle BI EE Supported Starting Points
3.2
Oracle BI Publisher Supported Starting Points
3.3
Oracle Real-Time Decisions Supported Starting Points
4
Oracle Business Intelligence for 10
g
Users
4.1
Oracle Business Intelligence 11
g
and Oracle WebLogic Server
4.2
Oracle Business Intelligence Directory Structure
4.3
Changes to Oracle Business Intelligence Directory Structure
4.4
Resources for Learning About Oracle Business Intelligence 11
g
Part II How you Upgrade
5
Upgrading Oracle Business Intelligence Enterprise Edition
5.1
Task 1: Understand the Starting Points for Oracle BI EE Upgrade
5.2
Task 2: Decide Upon an Oracle Business Intelligence Topology
5.3
Task 3: Run RCU to Create the Destination BIPLATFORM Schemas
5.4
Task 4: Install and Configure Oracle BI EE 11
g
5.4.1
Availability of the 10
g
Oracle BI Repository and Catalog Files
5.4.2
Important Notes When Installing Oracle Business Intelligence 11
g
in Preparation for Upgrade
5.5
Task 5: Upgrade the Oracle BI Repository and Catalog
5.5.1
Before Running Upgrade Assistant
5.5.2
Administration Server and Managed Servers
5.5.3
Running Upgrade Assistant
5.6
Task 6: Upgrade the Oracle BI EE Scheduler Schema
5.7
Task 7: Perform Any Required Post-Upgrade Configuration Tasks
5.8
Task 8: Verify the Oracle BI EE Upgrade
6
Upgrading Oracle BI Publisher
6.1
Task 1: Understand the Starting Points for BI Publisher Upgrade
6.2
Task 2: Decide Upon an Oracle Business Intelligence Topology
6.3
Task 3: Run RCU to Create the Destination BIPLATFORM Schemas
6.4
Task 4: Install and Configure BI Publisher 11
g
6.4.1
Availability of the BI Publisher 10
g
Directories
6.4.2
Important Notes When Installing Oracle Business Intelligence Publisher 11
g
in Preparation for Upgrade
6.5
Task 5: Upgrade the BI Publisher Repository
6.6
Task 6: Upgrade the BI Publisher Scheduler Schema
6.7
Task 7: Perform Any Required Post-Upgrade Configuration Tasks
6.8
Task 8: Verify the BI Publisher Upgrade
7
Upgrading Oracle Real-Time Decisions
7.1
Task 1: Understand the Starting Points for Oracle Real-Time Decisions Upgrade
7.2
Task 2: Examine Oracle RTD and Other System Configuration Settings
7.3
Task 3: Run RCU to Create the Destination BIPLATFORM Schema
7.4
Task 4: Install and Configure Oracle Real-Time Decisions 11
g
7.5
Task 5: Copy and Reconfigure Data from 3.0.0.1 System to 11
g
System
7.6
Task 6: Reapply Oracle RTD and Other System Configuration Settings
7.7
Task 7: Upgrade the Oracle Real-Time Decisions Artifacts
7.8
Task 8: Perform Any Required Post-Upgrade Configuration Tasks
7.9
Task 9: Verify the Oracle Real-Time Decisions Upgrade
Part III After You Upgrade
8
Oracle Business Intelligence Post-Upgrade Tasks and Considerations
8.1
Post-Upgrade Tasks and Considerations for Oracle Business Intelligence Enterprise Edition
8.1.1
Oracle Business Intelligence Agents are Not Scheduled after Upgrade
8.1.2
Copying and Recreating Customized Files from the 10
g
to 11
g
Environment
8.1.2.1
Recreating Customized Style Sheets and Skins
8.1.2.2
Customized Files That Must be Copied to the 11
g
Environment
8.1.2.3
More About Localized (Language-Specific) Custom Messages
8.1.3
Ensure All Data Source Paths and System Variables are Accurate
8.1.4
Upgrading a Cluster
8.1.5
Authentication for External Users
8.1.6
Invalid Characters in Repository are Not Upgraded
8.1.7
Copy Sample Files Manually
8.1.8
Verify the Server Name in Configuration Files
8.2
Post-Upgrade Tasks and Considerations for BI Publisher
8.2.1
Verifying the Server Names If You Used the BI Server Security Model in Oracle Business Intelligence 10
g
8.2.2
Upgrading the File-Based Repository to the Catalog
8.2.3
Enable HTTP Proxy for External Web Service or HTTP Data Sources
A
Oracle Business Intelligence Upgrade Assistant Screens
A.1
Upgrade Assistant Screens for an Oracle BI EE Repository and Catalog Upgrade
A.1.1
Welcome Screen
A.1.2
Specify Operation
A.1.3
Specify Source Details
A.1.4
Specify WebLogic Server
A.1.5
Examining Components
A.1.6
Upgrade Summary
A.1.7
Upgrading Components
A.1.8
Upgrade Complete
A.2
Upgrade Assistant Screens for Oracle BI EE Scheduler Schema Upgrade
A.2.1
Welcome
A.2.2
Specify Operation
A.2.3
Specify Source Database
A.2.4
Specify Target Database
A.2.5
Specify Schema Name
A.2.6
Examining Components
A.2.7
Upgrade Summary
A.2.8
Upgrading Components
A.2.9
Upgrade Complete
A.3
Upgrade Assistant Screens for a BI Publisher Repository Upgrade
A.3.1
Welcome Screen
A.3.2
Specify Operation
A.3.3
Specify Source Details
A.3.4
Specify Destination Details
A.3.5
Specify WebLogic Server
A.3.6
Examining Components
A.3.7
Upgrade Summary
A.3.8
Upgrading Components
A.3.9
Upgrade Complete
A.3.10
Specify Source Details
A.3.11
Specify Destination Details
A.4
Upgrade Assistant Screens for an BI Publisher Scheduler Schema Upgrade
A.4.1
Welcome
A.4.2
Specify Operation
A.4.3
Specify Source Database
A.4.4
Specify Target Database
A.4.5
Specify Schema Name
A.4.6
Examining Components
A.4.7
Upgrade Summary
A.4.8
Upgrading Components
A.4.9
Upgrade Complete
B
Possible Changes in Oracle BI Enterprise Edition Appearance and Behavior After Upgrade
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