Upgrading From OBIEE 10g To OBIEE 11g

Upgrading from OBIEE 10g to OBIEE 11g
Mark Rittman, Technical Director, Rittman Mead ODTUG BI/EPM Seriously Practical Conference, Sydney 2011
T : +44 (0) 8446 697 995 or (888) 631 1410 (USA) E : enquiries@rittmanmead.com W: www.rittmanmead.com

OBIEE 11g is a complete overhaul of OBIEE 10g and provides many new and enhanced features Redesigned, task-based UI with single interface for all products Enhanced OLAP analysis and support for Essbase as a data source Action Framework for actionable intelligence Enhancements to the RPD including better support for complex hierarchies Enterprise Manager for web-based management of the BI cluster Use of WebLogic as a JEE platform Integration with Oracle Mapviewer for location-based analysis
License Considerations
There is no additional charge for upgrading from OBIEE 10g to OBIEE 11g assuming you have paid for support (upgrade element) However the Scorecard & Strategy Management is $995/named user extra WebLogic Server EE will need to be licensed for scale-out (horizontal clustering) OBIEE 11g only ships with a limited use, WLS SE license Use of Essbase is also pay-extra All three products now bundled up as optional Oracle BI Foundation Suite
Security Upgrade
Existing users and groups in the RPD will be moved to WebLogic You will no longer create users and groups in the RPD Users, groups and application roles are now created in WebLogic OBIEE 11g takes advantage of WebLogic and Oracle Platform Security Service Flexible authorization model Comprehensive set of application roles Externalized for all metadata and data Existing Init Blocks and LDAP mappings from the RPD will be preserved Best practice is to eventually move these to WLS and OPSS No Administrator user; default admin user is now WLS admin user (weblogic)
Upgrade Process Overview

1. Read the manuals ;-) Especially platform support, new WLS architecture etc 2. Use RCU to create BI Platform database schemas 3. Install Oracle BI 11g using Universal Installer 4. Use the Upgrade Assistant to upgrade metadata and schemas from 10g 5. Configure Oracle BI and perform scale-up and scale-out as required 6. Regression test dashboards, reports, actions etc
Pre-Upgrade Steps
Collect the artifacts and connection details for the objects to be upgraded The RPD file, together with an Administrator password The Web Catalog, as a directory The Deliveries directory The BI Publisher repository directory Connection details for the following schemas - The BI Scheduler (Delivers) schema (S_NQ_SCHED) - The BIP Scheduler schema Any customizations, CSS files, Javascript files etc Transfer to a temporary directory on the BI 11g server
Repository Creation Utility (RCU)

Used to create the BIPLATFORM schema Contains tables previously held in separate schemas in OBIEE 10g Scheduler Usage Tracking SA_SYSTEM Creates other supporting schemas required by FMW11g Can deploy to Oracle, SQL Server, DB/2 See Installation lesson and slides for full details of usage
Installation of OBIEE 11g Software

After the RCU is run, you can then run the main Universal Installer Provides three options for install: 1. Simple - few options, basic install for development etc 2. Enterprise - full options, including scale-out 3. Software Only - for deploying to existing FMW installation Install followed by creation of BI Domain Should take around 1 hr to run
The Upgrade Assistant

Standard Oracle Fusion Middleware lifecycle application Orchestrates upgrade from Oracle BI EE (10.1.3.2+) Migrates: RPD including RPD Users and Groups to WLS LDAP Presentation Services Webcatalog Scheduler Schema (Delivers) BI Publisher Repository BI Publisher Schema 10g Security model to 11g Generates log files Not migrated: Configuration files, Custom style sheets, JavaScript
Upgrading the RPD and Catalog Step 1 : Select Objects

Select the RPD to upgrade, enter Administrator username and password Enter new password for 11g RPD (used for encryption) password must be >8 chars, and contain at least 1 number Select web catalog and deliveries directory
Upgrading the RPD and Catalog Step 2 : Connect to WLS

Enter connection details for WLS Admin Server Warning - upgrade is taken live on this server, existing RPD and webcat will be taken offline (but preserved)
Upgrading the RPD and Catalog Step 3 : Validate Connection

If connection unsuccessful Check that WLS is up Check WLS username and password
Upgrading the RPD and Catalog Step 4 : Start Upgrade

Press Upgrade button to start process Monitor progress and review final results Upgrade should proceed and finish successfully, with results written to logs
Upgrading BI Publisher and Scheduler Components

Re-run Upgrade Assistant to upgrade BI Publisher repository and scheduler schema, and BI Scheduler schema Requires database connection to old schemas, as BIPLATFORM 11g schema Use Verify Instance option at the end to check all aspect of upgrade
Items That Require Manual Migration

OBIEE 10g cluster not automatically upgraded - only sets up initial single node Any Custom Style/Skin Any custom XML Messages Any custom images/files uploaded to OC4J Any changes to instanceconfig.xml, config.xml, NQSConfig.INI Any custom jar files uploaded to Javahost Scheduler Script Path OBIPS User Pref Currencies Config file OBIPS PDF Font map file BI Publisher If BI Server Security is used, update to Admin page for Web Catalog source
Viewing the Upgraded RPD and Web Catalog

Once migrated, you can view the upgraded RPD and webcat using EM
Re-Apply Configuration Changes using EM

Changes and customizations made to NQSConfig.INI and InstanceConfig.XML will need to be re-applied Most will now be performed using EM, Some will need to be manually added See System Administrator's Guide for details of managed and manual settings
Re-apply Clustering
The migrated BI Domain will only have a single node Use scale-up and scale-out options to add extra system components, or hosts, to the BI cluster (clustering is enabled automatically with OBIEE 11g)
So How Do I Run an Upgrade Project

Technically, the process is simple - use the Upgrade Assistant But in reality, there is more to the process You need to understand the existing OBIEE 10g architecture Assess key features of OBIEE 11g and build a business case Define which systems are in-scope for the upgrade Define acceptance criteria Decide on upgrade approach Define and agree testing strategy Perform Proof of Capability (POC) Create upgrade instance & Run Upgrade Assistant Provide End-User Training Testing Release
OBIEE 11g upgrade process

Overview of process
Initial Build Foundatio n Plan Prove Go/No Go
Environment Build
Adopt
Release
End User Training
Acceptance Test
Rework
New Feature Integration
Release
Other Upgrade Considerations

Upgrading will give like-for-like functionality: you will need to then implement features such as hierarchical columns, maps, action framework etc Scale-out clustering requires WLS Enterprise Edition license Regression test your reports. For example Level-based measures work differently in 11g SQL generated might be different Row and subject-area security might need revisiting Typical Upgrade can take between a couple of days, and a few weeks Depends on how many environments are being upgraded Complexity of the RPD and web catalog (including custom XML) Ability to automate regression testing Degree to which customizations have to be re-implemented using 11g approach

Mark Rittman, Technical Director, Rittman Mead ODTUG BI/EPM Seriously Practical Conference, Sydney 2011

Upgrading From OBIEE 10g To OBIEE 11g

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Upgrading From OBIEE 10g To OBIEE 11g

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Upgrading from OBIEE 10g to OBIEE 11g

Upgrading from OBIEE 10g to OBIEE 11g

Upgrade Process Overview

Repository Creation Utility (RCU)

Installation of OBIEE 11g Software

The Upgrade Assistant

Upgrading the RPD and Catalog Step 1 : Select Objects

Upgrading the RPD and Catalog Step 2 : Connect to WLS

Upgrading the RPD and Catalog Step 3 : Validate Connection

Upgrading the RPD and Catalog Step 4 : Start Upgrade

Upgrading BI Publisher and Scheduler Components

Items That Require Manual Migration

Viewing the Upgraded RPD and Web Catalog

Re-Apply Configuration Changes using EM

So How Do I Run an Upgrade Project

OBIEE 11g upgrade process

Initial Build Foundatio n Plan Prove Go/No Go

End User Training

New Feature Integration

Other Upgrade Considerations

Upgrading from OBIEE 10g to OBIEE 11g

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