D
Upgrading from earlier versions of OracleAS Discoverer

D.1 Upgrading from earlier versions of OracleAS Discoverer

This section describes how to upgrade from earlier versions of OracleAS Discoverer, and contains the following topics:

• Section D.2, "Upgrading from Discoverer Version 9.0.2 to Discoverer Version 9.0.4"

• Section D.3, "Upgrading from Discoverer Release 4.1 to Discoverer Version 9.0.4"

D.2 Upgrading from Discoverer Version 9.0.2 to Discoverer Version 9.0.4

If you upgrade from Oracle9iAS Release 2 (9.0.2) to Oracle Application Server 10g (9.0.4), the OracleAS Upgrade Assistant will automatically perform most of the tasks required to upgrade OracleAS Discoverer. However, you still have to manually incorporate the following:

• any customizations made in Version 9.0.2 XSL files into the equivalent Version 9.0.4 XSL files

• public connections and private connections (for more information, see Section D.2.1, "About migrating Discoverer connections")

For more information about upgrading from Oracle9iAS Discoverer Version 9.0.2 to Version 9.0.4, see Oracle Application Server Upgrading to 10g (9.0.4).

Depending on the version of Oracle9iAS Discoverer Version 9.0.2 that you are upgrading from, you might need to upgrade the End User Layer (EUL) before you can use OracleAS Discoverer Version 9.0.4 (if you have been using Version 9.0.2.53 or later, no EUL upgrade is required). To upgrade the EUL, you use Oracle Discoverer Administrator Version 9.0.4 (which is shipped with Oracle Developer Suite Release 10g (9.0.4)). For more information about upgrading the EUL, see the Oracle Discoverer Administrator Administration Guide in the Oracle Developer Suite Documentation Library.

D.2.1 About migrating Discoverer connections

You can migrate the following Discoverer connections:

• public connections

• private connections stored using the single sign-on name

  Note: If single sign-on is not implemented, private connections are stored as cookies on the Discoverer client machines, and therefore cannot be migrated programatically.

To copy Discoverer public connections and Discoverer private connections from one OracleAS Discoverer instance to another, you migrate the ORASSO_DS schema (for more information, see Oracle Application Server Administration Guide).

For more information about infrastructure re-association and the ORASSO_DS schema, see Section B.3, "About changing Infrastructure Services for OracleAS Discoverer").

D.3 Upgrading from Discoverer Release 4.1 to Discoverer Version 9.0.4

If you upgrade from Oracle9iAS Release 1 (1.0.2.2) to Oracle Application Server 10g (9.0.4), you must perform the following tasks to upgrade OracleAS Discoverer from Release 4.1 to Version 9.0.4:

• Section D.3.1, "Upgrading preferences"

• Section D.3.2, "Upgrading the EUL"

• Section D.3.3, "Updating URL references"

• Section D.3.4, "Configuring session timeout"

• Section D.3.5, "Upgrading Discoverer Viewer customizations"

Notes:

• Before you begin the upgrade process, we recommend that you confirm that the Oracle Application Server 10g (9.0.4) Discoverer installation was successful (for more information, see Section 1.6, "How to confirm an OracleAS Discoverer installation").

• The instructions in this section assume the following:
  • Oracle9iAS Release 1 (1.0.2.2) is installed into <ORACLE_HOME_1>

  • Oracle Application Server 10g (9.0.4) is installed into <ORACLE_HOME_2>

D.3.1 Upgrading preferences

This section explains how to upgrade Discoverer preferences.

Hint: If Discoverer scripts do not execute on UNIX, run the script file discwb.sh to set the Discoverer environment. For more information about the location of configuration files, see Section A.2, "List of Discoverer file locations".

D.3.1.1 How to upgrade default user preferences

The pref.txt file specifies the default user preferences. To upgrade default user preferences, follow the steps below:

1. Compare the Release 4.1 pref.txt file with Version 9.0.4 pref.txt file, as follows:
   • on UNIX, compare <ORACLE_HOME_1>/discwb4/util/pref.txt with <ORACLE_HOME_2>/discoverer/util/pref.txt

   • on Windows, compare <ORACLE_HOME_1>\discwb4\util\pref.txt with <ORACLE_HOME_2>\discoverer\util\pref.txt

2. If changes have been made to the pref.txt file in the <ORACLE_HOME_1> directory, edit the pref.txt file in the <ORACLE_HOME_2> directory and make the same changes.

3. Apply the default preferences (for more information, see Section 8.6, "How to set user preferences for all users").

D.3.1.2 How to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 9.0.4 on UNIX

If you are upgrading from one Oracle Home to another on the same computer running UNIX, follow the instructions below to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 9.0.4:

1. Copy the .reg_key.dc file (from the location specified by the DC_REG environment variable) to the location specified for the .reg_key.dc file in Section A.2, "List of Discoverer file locations".

   Hint: To find out the location of the .reg_key.dc file in Discoverer Release 4.1, look in the discwb.sh file in ORACLE_HOME/<installation>/discwb4.

2. Type the following at a command prompt (on UNIX):

   > <ORACLE_HOME_2>/discoverer/bin/dis51pr -migrate
   
   

If you are upgrading from one computer to another computer running UNIX, follow the instructions below to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 9.0.4:

1. Copy the .reg_key.dc file (from the location specified by the DC_REG environment variable) on the machine where Discoverer Release 4.1 is installed to the location specified by the DC9_REG environment variable on the machine where Discoverer Version 9.0.4 is installed.

2. On the machine where Discoverer Version 9.0.4 is installed, type the following at a command prompt (on UNIX):

   > <ORACLE_HOME_2>/discoverer/bin/dis51pr -migrate
   
   

D.3.1.3 How to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 9.0.4 on Windows

If you are upgrading from one Oracle Home to another on the same computer running Windows, follow the instructions below to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 9.0.4:

1. Type the following at a command prompt:

   > <ORACLE_HOME_2>\discoverer\util\migrateprefs.bat
   
   

   This command copies user level preferences from the Windows registry to a file called reg_key.dc.

If you are upgrading from one computer to another computer running Windows, follow the instructions below to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 9.0.4:

1. On the machine where Discoverer Release 4.1 is installed:
   1. From the Windows Start menu, select Run.

   2. In the Run window, type regedit and press [Enter].

   3. In the Registry Editor, open the HKEY_LOCAL_MACHINE\Software\Oracle\WebDisco4 registry key.

   4. Choose Registry | Export Registry File to export the registry key to a file.

   5. Specify a name for the registry export file (e.g. disco41prefs.reg).

2. Copy the registry export file from the machine where Discoverer Release 4.1 is installed to the machine where Discoverer Version 9.0.4 is installed.

3. On the machine where Discoverer Version 9.0.4 is installed:
   1. From the Windows Start menu, select Run.

   2. In the Run window, type regedit and press [Enter].

   3. In the Registry Editor, choose Registry | Import Registry File.

   4. Specify the name of the registry export file to import (e.g. disco41prefs.reg).

4. Upgrade the preferences by typing the following at a command prompt:

   > <ORACLE_HOME_2>\discoverer\util\migrateprefs.bat
   
   

D.3.2 Upgrading the EUL

The version of Discoverer that ships with Oracle Application Server 10g (9.0.4) requires an EUL created or upgraded by Discoverer Administrator Version 9.0.4 (which is shipped with Oracle Developer Suite 10g (9.0.4)). If you have an existing Discoverer Release 4.1 EUL, you must upgrade the EUL from Release 4.1 to Version 5.1 using Discoverer Administrator Version 9.0.4.

For more information about upgrading the EUL, see the Oracle Discoverer Administrator Administration Guide in the Oracle Developer Suite Documentation Library.

D.3.3 Updating URL references

All Discoverer Viewer and Discoverer Plus URL references have changed between Discoverer Release 4.1 and Discoverer Version 9.0.4. These changes include (but are not limited to) links within the Web site and client bookmarks. You must manually replace all occurrences of old URLs with the new URLs, using the table below as a guide:

http://hostname/Discwb4/html/
english/ms_ie/start_ie.htm

http://hostname/Discwb4/html/
english/netscape/start_nn.htm

http://hostname/discoverer/plus

http://host:port/Discwb4/english/...

http://host:port/discoverer/plus/...

http://hostname/Discoverer4i/Vie
wer

http://hostname/discoverer/
viewer

http://host:port/Discoverer4i/Viewer/...

http://host:port/discoverer/viewer/...

D.3.4 Configuring session timeout

The session timeout parameter controls the HTTP session timeout (i.e. the number of minutes the Discoverer servlet waits for a browser to make another HTTP or HTTPS request before terminating the user's HTTP session).

In Discoverer Release 4.1, the session timeout parameter is in the disco4iviewer.properties file in the following directory:

• on UNIX, the disco4iviewer.properties file is in the <ORACLE_HOME_1>/Apache/JServ/servlets directory

• on Windows, the disco4iviewer.properties file is in the <ORACLE_HOME_1>\Apache\JServ\servlets directory

In Discoverer Version 9.0.4, the session timeout parameter is in the web.xml file in the following directory:

• on UNIX, the web.xml file is in the <ORACLE_HOME_2>/j2ee/OC4J_BI_Forms/applications/discoverer/web/WEB-INF directory

• on Windows, the web.xml file is in the <ORACLE_HOME_2>\j2ee\OC4J_BI_Forms\applications\discoverer\web\WEB-INF directory

If you want to set the session timeout parameter, you must add it to the web.xml file immediately following the line that reads </servlet> and before the bottom of the <web-app> section of the file, as shown below:

<web-app>

<servlet>
...
</servlet>
<session-config>


<session-timeout>15</session-timeout>


</session-config>

</web-app>

D.3.5 Upgrading Discoverer Viewer customizations

A number of files control the appearance and behavior of OracleAS Discoverer Viewer. Those files might have been modified to customize Discoverer Viewer to meet certain customer-specific requirements. Installing Oracle Application Server 10g (9.0.4) installs new files with different names. More specifically:

• disco4iv.xml is renamed configuration.xml and viewer_config.xml is renamed ui_config.xml

• the content of various XSL files is moved into new XSL files

If you have modified the original configuration files and XSL files, then you must edit the new Version 9.0.4 files and reapply the changes from the Release 4.1 files.

Note: Do not simply replace the new files with the Release 4.1 files (i.e. do not simply rename the new files). Follow the steps in this section to upgrade only the customizations, not all of the differences, from the original Release 4.1 files to the new files.

1. For each original Release 4.1 file in ORACLE_HOME_1\Apache\Apache\htdocs\disco4iv\html, perform the following tasks:
   1. Use the table below to identify the Version 9.0.4 file that contains the equivalent information:

      Release 4.1 File	Version 9.0.4 File
      disco4iv.xml	on UNIX, <ORACLE_HOME_2>/j2ee/OC4J_BI_Forms/applications/ discoverer/web/WEB-INF/configuration.xml on Windows, <ORACLE_HOME_2>\j2ee\OC4J_BI_Forms\applications\ discoverer\web\WEB-INF\configuration.xml
      viewer_config.xml	on UNIX, <ORACLE_HOME_2>/j2ee/OC4J_BI_Forms/applications/ discoverer/web/common/xsl/ui/ui_config.xml on Windows, <ORACLE_HOME_2>\j2ee\OC4J_BI_Forms\applications\ discoverer\web\common\xsl\ui_config.xml
      errors.xsl functions.xsl gui_components.xsl page_layouts.xsl render_table.xsl scripts.xsl style.xsl	various new XSL files in the following directories: on UNIX, in the <ORACLE_HOME_2>/j2ee/OC4J_BI_Forms/applications/ discoverer/web/common/xsl directory and the <ORACLE_HOME_2>/j2ee/OC4J_BI_Forms/applications/discoverer/web/viewer_files/xsl directory on Windows, in the <ORACLE_HOME_2>\j2ee\OC4J_BI_Forms\ applications\discoverer\web\common\xsl directory and the <ORACLE_HOME_2>\j2ee\OC4J_BI_Forms\applications\discoverer\web\viewer_files\xsl directory

   2. Compare the original Release 4.1 file with the equivalent Version 9.0.4 file in the ORACLE_HOME_2\J2EE\OC4J_BI_Forms\applications\discoverer\web\ subdirectories.

   3. Edit the equivalent Version 9.0.4 file to incorporate any customizations found in the original Release 4.1 file.

   Note: If you modify the configuration.xml file, consider using Application Server Control to make the changes. Application Server Control provides a user interface for editing settings in the configuration.xml file and includes useful information about each setting.