Step 2: Understand What is Upgraded and How it is Upgraded

Planning to Upgrade from Oracle BI 10g to BI 11g 1-7 The test plan that you define is specific to your particular situation. The following example might prove useful, but remember that it is an example only. The test plan that you decide upon is likely to be different. Example 1 Example Test Plan In this example, Upgrade Assistant is used to upgrade the existing 10g system incrementally, in discrete stages. After each run of Upgrade Assistant, the upgraded part of the system is verified and any additional manual steps are performed. Important: When identifying the key indicators to use to confirm a satisfactory upgrade, remember that the appearance and behavior of the upgraded system might well be different to the original 10g system. It is therefore important that the verification activity focuses on establishing that the upgraded system is functionally equivalent to the 10g system, rather than identifying cosmetic differences between the two. Table 1–1 Example Upgrade Test Plan Stage Description Verification steps Manual steps Stage 1 Run Upgrade Assistant to upgrade the 10g Scheduler schema to 11g 1. Verify that iBots agents are correctly upgraded to 11g. 2. Verify that agents run against the new 11g schema. 3. Verify that agents have been upgraded with the appropriate permissions. 1. If necessary, manually set the schedule and permissions for any upgraded agents. Stage 2 Reconfigure data source connections 1. Verify that the Oracle BI Server can connect to all back-end data sources. 1. For Oracle Database, ensure that the tnsnames.ora file is in ORACLE_HOMEnetworkadmin. 2. For Essbase, ensure that you are using the recommended client version 11.1.2.x that is bundled with Oracle BI EE 11g in ORACLE_ HOMEclientsepmEssbaseEssb aseRTC. 3. For Teradata on Windows, ensure that required Teradata variables are added to opmn.xml. See Oracle Fusion Middleware Release Notes for more information. See Oracle Fusion Middleware Metadata Repository Builders Guide for Oracle Business Intelligence Enterprise Edition for more information about setting up connections to data sources in 11g. Stage 3 Run Upgrade Assistant to upgrade the 10g Repository 1. Verify that the repository is consistent. 2. Verify the repository has the correct joins, columns, and variables. 1. Manually fix consistency errors. 2. Manually fix any other errors in the repository. 3. Manually configure connection pools for the 11g repository.