Moving from 11.1.1.3 to 11.1.1.5 Oracle Fusion Middleware Online Documentation Library

Planning to Upgrade from Oracle BI 10g to BI 11g 1-45 Table 1–16 Summary of Steps to Move from Oracle BI 11.1.1.3 to Oracle BI 11.1.1.5 Step Description Notes 1 Perform the following general pre-upgrade tasks: ■ Stop all WebLogic Servers, Node Manager, OPMN, and OPMN-managed system components that are part of all Oracle BI domains that use the Middleware Home that you must upgrade. On Windows systems, also stop the component that is called Oracle WebLogic NodeManager name. ■ Back up directories. For information, see Perform General Pre-Patching Tasks in Oracle Fusion Middleware Patching Guide. Perform this step on each computer that is part of the BI Domain that you want to upgrade. 2 Download the appropriate Product Installers, as described in Download the Installer in Oracle Fusion Middleware Patching Guide. Perform this step once to obtain the files for the Installer, which you can use multiple times. 3 Patch Oracle WebLogic Server to the latest version 10.3.5, as described in Applying the Latest Oracle Fusion Middleware Patch Set in Oracle Fusion Middleware Patching Guide. Perform this step on each computer that is part of the BI Domain that you want to upgrade. For a shared Middleware Home, perform this step only once. 4 Run the Oracle BI Product Installer, and perform a Software Only installation, specifying the existing Middleware home to be upgraded. For information, see Start the Installer in Oracle Fusion Middleware Patching Guide. Perform this step on each computer that is part of the BI Domain that you want to upgrade. For a shared Middleware Home, perform this step only once. 5 Run the Patch Set Assistant for each of the Oracle BI schemas created with RCU, as described in the following list. Update the MDS schema first. ■ MDS ■ BIPLATFORM For information, see Before You Begin Using the Patch Set Assistant and Verifying the Schema Version Number After Update in Oracle Fusion Middleware Patching Guide. Perform this step once per domain. 6 Upgrade various system components, as described in Upgrading System Components in Oracle Fusion Middleware Patching Guide. Perform this step once per domain. 7 Update libraries, as described in Updating Fusion Middleware Shared Libraries in Oracle Fusion Middleware Patching Guide. Perform this step once per domain. 8 Update configurations and stores, as described in Updating Configurations and Stores in Oracle Fusion Middleware Patching Guide. Perform this step once per domain. 9 Upgrade code grants that is, security policy artifacts for Oracle BI, as described in Upgrading Oracle Business Intelligence Code Grants in Oracle Fusion Middleware Patching Guide. Perform this step once per domain. 10 Upgrade catalogs applicable only if you installed Oracle BI EE, as described in Updating Oracle Business Intelligence Catalogs in Oracle Fusion Middleware Patching Guide. Perform this step once per domain. 1-46 Upgrade Guide for Oracle Business Intelligence

1.7 Considerations for Oracle BI Applications Customers

Before upgrading to Oracle BI EE 11g for use as part of an Oracle BI Applications system, always see the appropriate Oracle Business Intelligence Applications Upgrade Guide that accompanies the Oracle BI Applications release to which you are upgrading for the specific steps to follow, and the order in which to perform them. For example, depending on the release of Oracle BI Applications from which you are upgrading, the first step in upgrading to a new release of Oracle BI Applications might be to upgrade the release of Oracle BI EE that you are using. Oracle BI Applications releases have ETL technology components. The hardware, platforms, and supported databases might be different from usually a subset of those supported by Oracle BI EE. Always consult the certification and system requirements information for Oracle BI Applications to confirm which release of Oracle BI EE 11g is certified with a particular release of Oracle BI Applications. Oracle BI Applications Release 7.9.6.3 is certified on Oracle Business Intelligence Enterprise Edition Release 11g Oracle BI EE 11.1.1.5.0. Previous releases of Oracle BI Applications are not certified on Oracle BI EE Release 11g. As with any upgrade, Oracle recommends that Oracle BI Applications customers who currently use Oracle BI EE 10g consider when is the right time to upgrade to Oracle BI 11g, based on the business benefit of the new Oracle BI 11g features, and plan an appropriate upgrade project to migrate Oracle BI Applications and custom content. A recommended strategy is to upgrade both to Oracle BI Applications 7.9.6.3 and to Oracle BI EE 11g as part of the same project. Staying on Oracle BI EE 10g may be a suitable option worth considering. Oracle BI Applications customers upgrading to Oracle BI EE 11.1.1.5.0 should note that the BI Server in 11.1.1.5.0 is more stringent in its metadata validation checks and produces a number of warnings on the repositories that are upgraded from earlier Oracle BI Applications releases. These warnings were addressed in Oracle BI Applications release 7.9.6.3. and might not be displayed when customers upgrade Oracle BI Applications to release 7.9.6.3. 11 Start servers and processes. For information, see Starting and Stopping Oracle Business Intelligence in Oracle Fusion Middleware System Administrators Guide for Oracle Business Intelligence Enterprise Edition. Perform this step once per computer in the domain. 12 If you installed Oracle Real Time Decisions, then update it using the information in Updating Oracle Real-Time Decisions in Oracle Fusion Middleware Patching Guide Perform this step once per domain. 13 Verify the upgraded installation by starting Oracle BI EE, if you installed it. For information, see Signing In to Oracle BI Enterprise Edition in Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. Perform this step for the entire installation. Table 1–16 Cont. Summary of Steps to Move from Oracle BI 11.1.1.3 to Oracle BI 11.1.1.5 Step Description Notes 2 Summary of the Oracle Business Intelligence Upgrade Process 2-1 2 Summary of the Oracle Business Intelligence Upgrade Process This chapter provides a high-level summary of the steps that are required to upgrade the following Oracle Business Intelligence components from Oracle Business Intelligence 10g to Oracle Business Intelligence 11g: ■ Oracle Business Intelligence Enterprise Edition Oracle BI EE ■ Oracle Business Intelligence Publisher Oracle BI Publisher ■ Oracle Real-Time Decisions Oracle RTD This chapter includes the following topics: ■ Section 2.1, Upgrade Overview ■ Section 2.2, Flow Chart of the Oracle Business Intelligence Upgrade Process ■ Section 2.3, Steps in the Oracle BI EE Upgrade Process ■ Section 2.4, Steps in the Oracle BI Publisher Upgrade Process ■ Section 2.5, Steps in the Oracle Real-Time Decisions Upgrade Process

2.1 Upgrade Overview

Upgrading Oracle Business Intelligence from 10g to 11g is an out-of-place process performed by Upgrade Assistant. You run a clean installation of Oracle BI 11g and import data from the 10g system. Run Upgrade Assistant once to upgrade the repository and catalog, or Publisher Repository, and once to upgrade the Scheduler schema. Upgrade Assistant configures the 11g installation with the imported 10g repository and catalog, so if you updated system A, then system B using the same Upgrade Assistant, you would have a running 11g system B, with all the users and groups from both system A and B. Upgrade Assistant does not upgrade customizations that were made to the Oracle BI 10g system. Any configurations made in 10g must be manually copied over to the 11g system after the upgrade process is complete. For other post-upgrade tasks and considerations, see Chapter 8, Oracle Business Intelligence Post-Upgrade Tasks and Considerations. You cannot upgrade Oracle Real-Time Decisions using Upgrade Assistant. See the high-level procedures for upgrading Real-Time Decisions in Figure 2–2 . For a road map of the procedure, see Table 2–3 . For the Oracle Real-Time Decisions upgrade procedure, see Chapter 7, Upgrading Oracle Real-Time Decisions.