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.