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.
1-8 Upgrade Guide for Oracle Business Intelligence
1.1.4 Step 4: Perform a Test Upgrade on a Representative Subset of the Existing 10g System
Performing a test upgrade enables you to do the following:
■
Verify more quickly that an upgrade of the existing 10g system is likely to be successful
■
Explore in detail the likely differences between the existing 10g system and the upgraded 11g system.
To perform a test upgrade as efficiently as possible, do the following:
■
Optimize the 10g system. For more information, see Section 1.1.1, Step 1: Analyze
and Optimize the Existing 10g System in Readiness for Upgrade.
■
Initially upgrade only a representative subset of the objects in the existing 10g system. You can obtain this subset by making a copy of the catalog and deleting
what you do not want to test.
Follow the instructions in Chapter 5, Upgrading Oracle Business Intelligence
Enterprise Edition to perform the test upgrade. In summary, the process is as follows:
1.
Install the Oracle Business Intelligence 11g software.
2.
Run Upgrade Assistant on the new 11g system. Stage 4
Run Upgrade Assistant to upgrade
the 10g Oracle BI Presentation Catalog
1.
Verify the errors seen in the catalog upgrade log.
2.
Verify analyses and dashboard pages in the catalog.
1.
Manually fix the analyses, prompts, and dashboards.
Stage 5 Run Upgrade
Assistant to upgrade the BI Publisher 10g
catalog to 11g
1.
Verify the upgraded BI Publisher reports.
1.
Ensure that the xmlp-server-config.xml file in the
upgraded repository has the correct computer name for the BI
Server and Presentation Services in 11g. This file after upgrade
maintains the BI Server and Presentation Services names from
10g if you had specified the security model as BI Server in
10g.
The xmlp-server-config.xml file is in the Admin\Configuration folder
of the upgraded repository. Change the computer name for BI_
SERVER_SECURITY_URL and SAW_SERVER.
Stage 6 Run Upgrade
Assistant to upgrade the BI Publisher 10g
Scheduler to 11g
1.
Verify that scheduled reports work correctly.
None
Tip: You might want to test the upgrade process on the Sample Sales
application or the Paint application that ships with 10g. This upgrade helps you to understand the process on a finite sample.
Table 1–1 Cont. Example Upgrade Test Plan
Stage Description
Verification steps Manual steps
Planning to Upgrade from Oracle BI 10g to BI 11g 1-9
Upgrade Assistant imports the metadata from the existing 10g repository file and Oracle BI Presentation Catalog to the new 11g system and upgrades it as necessary
to function in the 11g environment
3.
Upgrade the Scheduler Schema.
4.
Complete any post-installation steps. Note that the 10g system is left unchanged after the upgrade process is complete.
Use the test plan that you previously created to verify that the test upgrade process has completed successfully and that the resulting upgraded system meets your
expectations.
As stated previously, 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.
As well as cosmetic differences, testing might also reveal differences between the original 10g system and the upgraded 11g system that you consider to be significant. In
these cases, it is usually helpful to revisit your understanding of what has been upgraded and why. For more information, see
Step 2: Understand What is Upgraded and How it is Upgraded
. In addition to verifying the upgrade process, the test upgrade also provides you with
an ideal environment in which to test some of the functionality that has been added or enhanced in 11g. For more information about the new functionality in which you are
most likely to be interested, see the following sections:
■
Section 1.2.3, BI Repository Metadata: Highlighted New 11g Functionality to Leverage
■
Section 1.3.3, Oracle BI Presentation Catalog: Highlighted New 11g Functionality to Leverage
■
Section 1.4.3, BI Publisher: Highlighted New 11g Functionality to Leverage
■
Section 1.5.3, Oracle BI Security: Highlighted New 11g Functionality to Leverage
1.1.5 Step 5: Perform the Actual Upgrade
Having performed a test upgrade and becoming satisfied that the upgraded system meets your requirements, you can proceed to performing a full upgrade of the entire
Oracle BI 10g system.
Follow the instructions in Chapter 5, Upgrading Oracle Business Intelligence
Enterprise Edition to perform the full upgrade. In summary, the process is as follows:
1.
Install the Oracle Business Intelligence 11g software.
2.
Run Upgrade Assistant on the new 11g system. Upgrade Assistant imports the metadata from the existing 10g repository file and
Oracle BI Presentation Catalog to the new 11g system and upgrades it as necessary to function in the 11g environment
3.
Upgrade the Scheduler Schema.
4.
Complete any post-installation steps Note that the 10g system is left unchanged after the upgrade process is complete.
