Migrating And Upgrading To Oracle Analytics Server

PrefacePrefaceThis document describes how to update your Oracle Analytics Server environment.Topics: Audience Documentation Accessibility Diversity and Inclusion Related Resources ConventionsAudienceThis document is intended for system administrators who are responsible for installing,maintaining, and upgrading Oracle Analytics Server.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic supportthrough My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trsif you are hearing impaired.Diversity and InclusionOracle is fully committed to diversity and inclusion. Oracle respects and values havinga diverse workforce that increases thought leadership and innovation. As part of ourinitiative to build a more inclusive culture that positively impacts our employees,customers, and partners, we are working to remove insensitive terms from ourproducts and documentation. We are also mindful of the necessity to maintaincompatibility with our customers' existing technologies and the need to ensurecontinuity of service as Oracle's offerings and industry standards evolve. Because ofthese technical constraints, our effort to remove insensitive terms is ongoing and willtake time and external cooperation.viii

PrefaceRelated ResourcesFor a full list of guides, refer to the Books tab on Oracle Analytics Server Help Center.ConventionsThe following text conventions are used in this document:ConventionMeaningboldfaceBoldface type indicates graphical user interface elements associated with anaction, or terms defined in text or the glossary.italicItalic type indicates book titles, emphasis, or placeholder variables for whichyou supply particular values.monospaceMonospace type indicates commands within a paragraph, URLs, code inexamples, text that appears on the screen, or text that you enter.Videos and ImagesYour company can use skins and styles to customize the look of the application, dashboards,reports, and other objects. It is possible that the videos and images included in the productdocumentation look different than the skins and styles your company uses.Even if your skins and styles are different than those shown in the videos and images, theproduct behavior and techniques shown and demonstrated are the same.ix

1Introduction to Migrating and Upgrading toOracle Analytics ServerUpgrading from Oracle Business Intelligence or a previous release of Oracle Analytics Serverto the latest release of Oracle Analytics Server requires careful preparation, planning, andtesting. Oracle provides tools and technology for the upgrade process.Note:For general information about Fusion Middleware upgrade planning and otherupgrade concepts and resources, see the following sections in Planning anUpgrade of Oracle Fusion Middleware: Planning an Upgrade to Oracle Fusion Middleware About In-Place versus Out-of-Place Upgrades About the Basic 12c Upgrade ProceduresAbout the Starting Points for Migration and UpgradeThis topic describes the various options available when you upgrade from Oracle BusinessIntelligence or a previous update of Oracle Analytics Server to the latest update of OracleAnalytics Server.Choose your upgrade or migration path depending on the source system you're migratingfrom, and the operating system and server requirements for your new Oracle AnalyticsServer system. Python is included in the installation of Oracle Analytics Server and is usedwhen executing Machine Learning algorithms.Source SystemTarget SystemUpgrade/MigrationPathMore InformationOracle BusinessIntelligence 12c12.2.1.4.0OrSame server andoperating systemversion for OracleAnalytics ServerUse Upgrade Assistantto upgrade to OracleAnalytics Server.Upgrading to OracleAnalytics ServerUpgrade first to OracleBusiness Intelligence12c 12.2.1.4.0, and thenuse Upgrade Assistantto upgrade to OracleAnalytics Server.Upgrading OracleBusiness Intelligencefrom a Previous 12cReleaseOracle Analytics Serverearlier updatesOracle BusinessSame server andIntelligence 12c updates operating systemprior to 12.2.1.4.0version for OracleAnalytics Server1-1

Chapter 1About the Oracle Analytics Server Standard TopologySource SystemTarget SystemUpgrade/MigrationPathMore InformationOracle BusinessIntelligence 12c12.2.1.4.0OrNew server, or differentoperating system, ornewer version ofoperating system forOracle Analytics ServerUse theMigrating from OracleOracle BusinessIntelligence 11gNew server, or differentoperating system, ornewer version ofoperating system forOracle Analytics ServerUse one of the following Migrating from Oraclemethods to migrateBusiness Intelligencemetadata and11gconfiguration to a newOracle Analytics Serverdeployment: Oracle AnalyticsServer Console Command lineScaled-out OracleBusiness IntelligenceOrNew scaled-out OracleAnalytics ServerdeploymentUse Upgrade Assistantto upgrade to a newOracle Analytics Serverdeployment.Oracle Analytics Serverearlier updatesOracle Analytics Serverearlier deploymentexportarchive.sh Business Intelligencecommand to migratemetadata to the newOracle Analytics Serverdeployment.12c or the PreviousRelease of OracleAnalytics ServerUpgrading Scaled-OutSystemsAbout the Oracle Analytics Server Standard TopologyThe steps to upgrade depend on your existing production topology.As a result, it is difficult to provide exact upgrade instructions. This upgradedocumentation provides detailed instructions for upgrading and is referred toas standard upgrade topology.Your actual topology may vary, but the topology described in this guide provides anexample that can be used as a guide to upgrade.Figure 1-1 shows the standard upgrade topology for Oracle Analytics Server.1-2

Chapter 1About Upgrade RestrictionsFigure 1-1Oracle Analytics Server Standard Upgrade TopologyAbout Upgrade RestrictionsIf you are using two or more Oracle Fusion Middleware products of the same or differentversions in a single, supported, Oracle Fusion Middleware configuration, you must considerthe interoperability and compatibility factors before planning the upgrade.InteroperabilityIn the context of Oracle Fusion Middleware products, interoperability is defined as the abilityof two Oracle Fusion Middleware products or components of the same version (or release) towork together (interoperate) in a supported Oracle Fusion Middleware configuration.Specifically, interoperability applies when the first 4 digits of the release or version numberare the same. For example, Oracle Fusion Middleware 12c (12.2.1.0) components aregenerally interoperable with other 12c 12.2.1.4.0 components.1-3

Chapter 1About Upgrade RestrictionsCompatibilityIn the context of Oracle Fusion Middleware products, compatibility is defined as theability of two Oracle Fusion Middleware components of different versions (or releases)to interoperate.For a list of products and features available in Oracle Fusion Middleware Release12.2.1.4.0, see Products and Features Available in Oracle Fusion Middleware inUnderstanding Interoperability and Compatibility.When performing the upgrade of your hardware or software, verify that your OracleFusion Middleware software is certified to support the new operating system orcomputer hardware. For more information, refer to the following resources: Oracle Fusion Middleware Supported System Configurations Oracle Fusion Middleware System Requirements and SpecificationsNote:When you upgrade your system to Oracle Analytics Server, Oracle AnalyticsServer grants some new permissions to the existing application roles so thatyour users automatically get access to the new features in Oracle AnalyticsServer.If you migrate your system using a snapshot (BAR file) that was created inan earlier release, you must review how Oracle Analytics Server assignedpermissions to application roles.To review the permission sets available for Oracle Analytics Server or tochange any of the default assignments, see Grant or Revoke PermissionsAssignments in Managing Security for Oracle Analytics Server.1-4

2Upgrading to Oracle Analytics ServerYou can upgrade your Oracle Business Intelligence 12c 12.2.1.4.0 system or a previousupdate of Oracle Analytics Server to the latest update of Oracle Analytics Server.If your existing Oracle Business Intelligence system is earlier than the 12c 12.2.1.4.0 release,you must first upgrade your software to the 12c 12.2.1.4.0 release before you upgrade toOracle Analytics Server.About the Upgrade ProcessThe table lists the high-level steps that you need to perform to upgrade to the latest releaseof Oracle Analytics Server:Table 2-1 Tasks for Upgrading Oracle Business Intelligence 12.2.1.4.0 or a previous release ofOracle Analytics Server to the latest release of Oracle Analytics ServerTaskRequired orOptionalDescriptionLearn about the interoperability andcompatibility factors that could affect howyou upgrade to the latest release of OracleAnalytics Server.OptionalIt is important to understand how two ormore Oracle Fusion Middleware products ofthe same version or different versions worktogether (interoperate) in a supported OracleFusion Middleware configuration.You can learn more about interoperabilityand compatibility in Oracle FusionMiddleware Understanding Interoperabilityand Compatibility.If you have not done so already, review theintroductory topics in this guide andcomplete the required pre-upgrade tasks.RequiredThe pre-upgrade tasks include cloning yourproduction environment, verifying systemrequirements and certifications, purgingunused data, and creating a non-SYSDBAuser.For a complete list of pre-upgrade tasks, seePre-Upgrade Requirements2-1

Chapter 2About the Upgrade ProcessTable 2-1 (Cont.) Tasks for Upgrading Oracle Business Intelligence 12.2.1.4.0 or a previousrelease of Oracle Analytics Server to the latest release of Oracle Analytics ServerTaskRequired orOptionalDescriptionDownload and install the 12.2.1.4.0 FusionMiddleware Infrastructure and OracleAnalytics Server distributions.RequiredThe Infrastructure distribution combines theWebLogic Server and the Java RequiredFiles (JRF) that are required to set up thefoundation to install other Fusion Middlewareproducts.You must install the Infrastructure in a newOracle home. See About the OracleAnalytics Server Standard Topology.You must install the latest release of OracleAnalytics Server in the Oracle home that iscreated when you installed the OracleAnalytics Server Infrastructure. To install theproduct distributions, follow the proceduredescribed in Installing the ProductDistributions.Run the Readiness Check.OptionalSee Running a Pre-Upgrade ReadinessCheck.Shut down the servers and Oracle BIinstance.RequiredBefore starting the upgrade process, shutdown the Administration Server, theManaged Servers, and your existing OracleBI instance.However, keep the database (RDBMS)running.See Stopping Servers and Processes.Upgrade the existing schemas with theUpgrade Assistant.RequiredThe schemas that you created in Oracle BI12.2.1.4.0 or the previous release of OracleAnalytics Server are supported in the latestrelease of Oracle Analytics Server.Therefore, you don’t need to create theschemas again.You must upgrade all the schemas withinyour domain using the Upgrade Assistant.For the complete procedure, see UpgradingProduct Schemas Using the UpgradeAssistant.Back up the mapViewerConfig.xml File.RequiredThe mapViewerConfig.xml file is overwrittenby the reconfiguration templates when yourun the Reconfiguration Wizard. Therefore,you must back up the mapViewerConfig.xmlfile before reconfiguring your existingdomain. See Backing Up themapViewerConfig.xml File.2-2

Chapter 2Pre-Upgrade RequirementsTable 2-1 (Cont.) Tasks for Upgrading Oracle Business Intelligence 12.2.1.4.0 or a previousrelease of Oracle Analytics Server to the latest release of Oracle Analytics ServerTaskRequired orOptionalDescriptionReconfigure the existing domain with theReconfiguration Wizard.RequiredWhen you run the Reconfiguration Wizard onyour existing domain, it prepares yourdomain for upgrade by selecting andapplying the recongifuration templates. Italso tests the JDBC data sources andcomponent schemas that are present withinyour domain.To reconfigure you domain, follow theprocedure described in Reconfiguring theOracle BI Domain with the ReconfigurationWizard.Restore the mapViewerConfig.xml File.RequiredYou must restore the original file that youbacked up before upgrading your domainwith the Upgrade Assistant.See Restoring the mapViewerConfig.xmlFile.Upgrade the existing domain configurationswith the Upgrade Assistant.RequiredAfter you have reconfigured your existingdomain, you must run the Upgrade Assistantto upgrade all configurations used by yourexisting domain.You can see all the components within yourdomain that will be upgraded on theComponent List screen when you run theUpgrade Assistant. For the completeprocedure, see Upgrading DomainComponents Using the Upgrade Assistant.Restart the servers and Oracle AnalyticsServer instance.RequiredThe upgrade process is complete. You cannow restart the Administration Server, theManaged Servers, and your Oracle AnalyticsServer instance.See Starting Servers and Processes.Verify your upgrade.RequiredIt is important to compare your existingenvironments and verify that the data andconfiguration settings are consistent in thenewly upgraded environment.Perform the post-upgrade tasks.RequiredFor a list of post-upgrade tasks, see PostUpgrade Tasks.Pre-Upgrade RequirementsBefore you begin the upgrade to the latest release of Oracle Analytics Server, you mustperform pre-upgrade tasks such as backing up, cloning your current environment, andverifying that your system meets certified requirements.Upgrade is performed while the servers are down. The pre-upgrade tasks are often timeconsuming. Oracle recommends that you plan and prepare your environment for upgrade bycompleting these pre-upgrade tasks, so that you have a successful upgrade and a limiteddowntime.2-3

Chapter 2Pre-Upgrade RequirementsPre-Upgrade ChecklistThe Pre-Upgrade Checklist identifies tasks that you must perform before you start yourupgrade to ensure you have a successful upgrade and limited downtime.Upgrades are performed while the servers are down. This checklist is meant to identifyimportant — and often time-consuming — pre-upgrade tasks that you can performbefore the upgrade to limit your downtime. The more preparation you can do beforeyou begin the upgrade process, the less time you will spend offline.Note:If the DISPLAY environment variable is not set up properly to allow for GUImode, you may encounter the following error:Xlib: connection to ":1.0" refused by serverXlib: No protocol specifiedTo resolve this issue, set the DISPLAY environment variable to the systemname or IP address of your local workstation, and rerun Upgrade Assistant.If you continue to receive these errors after setting DISPLAY, try launchinganother GUI tool, such as vncconfig. If you see the same errors, yourDISPLAY environment variable may still not be set correctly.The pre-upgrade procedures you perform depend on the configuration ofyour existing system, the components you are upgrading, and theenvironment you want to create at the end of the upgrade and configurationprocess. Complete only those tasks that apply to your configurations or usecases.Table 2-2Tasks to Perform Before You UpgradeTaskDescriptionRequiredCreate a complete backup of your existingenvironment.Back up all system-critical files and databases that containany schemas that are to be upgraded. If the upgrade fails,you must restore your pre-upgrade environment and beginthe upgrade again.See Creating a Complete Backup. OptionalClone your production environment to use as anupgrade testing platform.Make sure that your backup includes the schemaversion registry table. See Backing Up the SchemaVersion Registry Table.If you modified any of the startup scripts in your existingdomain, you must copy them to temporary directorylocation (outside of the existing domain) during theupgrade and redeploy them after the upgrade. SeeMaintaining Custom Domain Environment Settings.In addition to creating a complete backup of your systemfiles, Oracle strongly recommends that you clone yourproduction environment. This environment can be used totest the upgrade.See Cloning Your Production Environment for Testing.2-4

Chapter 2Pre-Upgrade RequirementsTable 2-2(Cont.) Tasks to Perform Before You UpgradeTaskDescriptionRequiredVerify that you are installing and upgrading yourproduct on a supported hardware and softwareconfiguration.Verify that your hardware and software configurations(including operating systems) are supported by the latestcertifications and requirements documents. Also make sureto use a supported JDK version before you install the OracleAnalytics Server product distributions.Warning: Do not attempt an upgrade if you areunable to use the latest supported operating system.As with all supported configurations, failure tocomply with these requirements may cause yourupgrade to fail.Oracle recommends that you verify this information rightbefore you start the upgrade as the certificationrequirements are frequently updated.Make sure that you have applied the latest patches toyour components before you upgrade.See Verifying Certification and System Requirements.Required for 32–bit Operating Systems OnlyMigrate to a 64-bit operating system before you canupgrade.For more information, see Migrating from a 32-Bit to a 64-BitOperating System.OptionalUpdate security policy files if you use enhancedencryption (AES 256).Some of the security algorithms used in Fusion Middleware12c require additional policy files for the JDK.If you plan to use enhanced encryption, such as AES 256,Oracle recommends that you apply the latest required policyfiles to the JDK before you upgrade.See Updating Policy Files when Using Enhanced Encryption(AES 256).OptionalPurge any outdated or unused data before youupgrade.To optimize performance, consider purging data and objectsthat will not be used in the upgraded environment.Use the purge scripts before you start the instance upgradeto purge the closed BI instances that you do not need in thelatest Oracle Analytics Server environment.See Purging Unused Data.OptionalCreate a Non-SYSDBA user to run the UpgradeAssistant.Oracle recommends that you create the FMW user to runUpgrade Assistant.

Migrating from Oracle Business Intelligence 12c or the Previous Release of Oracle Analytics Server 3-13 Creating the Export Bundle 3-13 Upload and Restore the Export Bundle in Oracle Analytics Server 3-14 Migrating from Oracle Business Intelligence 11g 3-14 Migrating using the Console 3-14. iv. Running a Pre-Upgrade Readiness Check2-15