Insert the CD from which you installed Discoverer Release 4.1 products into the Use the Oracle Installer dialogs to remove Discoverer Release 4.1 products.

Upgrading the EUL from Earlier Versions of Discoverer 24-15 4. Click Continue to display the EUL Upgrade dialog. Figure 24–9 EUL Upgrade dialog

5. Select the Yes, I have completed a database export and am ready to upgrade the

EUL option to confirm that you have exported the Discoverer Release 5.0 EUL. 6. Click Proceed with Upgrade to upgrade the Version 5.0 EUL. The EUL Upgrade progress window displays the status of the upgrade. Any messages that are output during the upgrade process are shown in the End User Layer Upgrade Log dialog, which is displayed at the end of the process. For more information about messages that refer to invalid characters in identifiers, see Notes about upgrading identifiers that contain invalid characters for Discoverer Version 10.1.2 . If there are summary folders in the upgraded EUL, then the following message dialog is displayed, indicating that the summary folders are invalid and must be refreshed. Figure 24–10 Invalid summaries warning message dialog

7. If the message dialog in

Figure 24–10 is displayed, then click OK. The Load Wizard is displayed.

8. Click Cancel to close the Load Wizard.

The EUL upgrade is complete. You can use this EUL to connect to the database using Discoverer Administrator Version 10.1.2. Upgrade step 3: Refresh summary folders If there are summary folders in the EUL that you have upgraded, then you must refresh the summary folders. The definitions of any Release 9.0.x summary folders are copied into the new Version 5.1 EUL and the status of any upgraded summary folders is changed to “Refresh Required”. The database tables or materialized views on which the upgraded 24-16 Oracle Fusion Middleware Administrators Guide for Oracle Business Intelligence Discoverer summary folders are based are not actually created until the summary folders are refreshed. When you refresh upgraded summary folders: ■ on Oracle Standard Edition databases, Discoverer creates summary tables ■ on Oracle Enterprise Edition databases, Discoverer creates materialized views When the summary tables or materialized views have been created, Discoverer can use the summary folders to optimize queries. For more information about summary folders, summary tables, and materialized views, see Chapter 14, Managing Summary Folders . To refresh upgraded summary folders:

1.

Connect to Discoverer Administrator as the owner of the upgraded EUL. 2. Open the business area that contains the summary folders that you want to refresh. 3. Display the Summaries tab of the Workarea. 4. Select the summary folders that you want to refresh. You must refresh all of the summary folders before Discoverer can use them. However, depending on the amount of data, you might not want to refresh all the summary folders at the same time. 5. Select Tools | Refresh Summaries. For any summary folders that are not based on external summary tables, the Refresh Summaries dialog is displayed. Figure 24–11 Refresh Summaries dialog 6. Specify refresh options as required. You can refresh summary folders immediately or specify a time for the refresh. Depending on the amount of data, you might want to schedule the refresh for an off-peak time. 7. Click OK to refresh the summary folders. Notes ■ If an upgraded EUL contains summary folders that are based on external summary tables, then you must also refresh those summary folders. During the refresh, Discoverer updates EUL metadata for summary folders based on external summary tables. If you are using an Oracle9i or later Enterprise Edition database, Upgrading the EUL from Earlier Versions of Discoverer 24-17 then Discoverer creates a materialized view that references the external summary table. Upgrade step 4: Migrate users to Discoverer Version 10.1.2 When you have upgraded all Version 5.0 EULs and you are satisfied that the upgraded EULs are ready to use, migrate Discoverer users to Discoverer Version 10.1.2. Until you have migrated users to Discoverer Version 10.1.2, they will not be able to access upgraded EULs. How to migrate Discoverer users to Discoverer Version 10.1.2 will depend on the Discoverer tools that they use. To migrate Discoverer Plus and Discoverer Viewer users:

1. Install Oracle Business Intelligence Discoverer.

2. Follow the instructions in Oracle Application Server 10g Upgrading to 10g 10.1.2 to

upgrade the Discoverer components on the middle tier. To migrate Discoverer Desktop users:

1. Install Discoverer Desktop on client machines using the CD that is supplied with

Oracle Business Intelligence Tools. The Oracle Installer installs Discoverer Desktop Version 10.1.2 in a separate directory from Discoverer Release 9.0.x. Notes When a user logs into Discoverer Version 10.1.2 for the first time by using Discoverer Plus, Discoverer Desktop, or Discoverer Viewer, Discoverer searches for any Version 5.1 EULs that the user has access to, as follows: ■ If a valid EUL is found, then the user can connect and can start work in Discoverer Version 10.1.2. ■ If no valid EUL is found, then Discoverer alerts the user that they cannot connect to the database. At this point, the user must contact the Discoverer manager because it is likely that an EUL has not yet been upgraded. Note that the user can still use Discoverer Version 9.0.x against a non-upgraded EUL. After Discoverer Version 10.1.2 is installed and a connection to the database has been established successfully through a Version 5.1 EUL, you can remove Discoverer Version 9.0.x products that is, Discoverer Desktop and Discoverer Administrator from client machines. Upgrade step 5: Remove Discoverer Version 9.0.x products from client machines When you and your users have connected successfully to Version 5.1 EULs using Discoverer Version 10.1.2, you can remove Discoverer Version 9.0.x products that is, Discoverer Administrator, Discoverer Desktop from client machines. To remove Discoverer Version 9.0.x products from client machines:

1.

Insert the CD from which you installed Discoverer Version 9.0.x products into your computer. The Oracle Installer starts automatically. If the Installer does not start automatically, then access the CD-ROM with Windows Explorer and run setup.exe from the CD root directory.