Upgrade RPD and Dashboard Reports from

OBIEE 10g to OBIEE 11g

This document briefs you the step by step approach to upgrade a repository and web catalog (Reports
and Dashboards) from OBIEE 10g to OBIEE 11g using Oracle Fusion Middleware Upgrade Assistance
Utility and post upgrade check-ins.

History:
Version Description Author Publish Date
Change
0.1 Initial Draft Hitesh Mankar 10th - May-2011
0.1 1st Review Amit Sharma 12th - May-2011

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Prerequisites Check.

1). Check consistency of repository and save it, remove errors.

2). Choose and note down the name of repository and the web catalog (Dashboard Reports),
credential (login information) you want to upgrade.

3) Look of repository into 10g.

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4. Keep information about connection pool settings and the database/ data source name with its
credential.

5. Check out which groups and users belong to this rpd.

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6. Look of dashboard and catalog name into OBIEE 10g. For this rpd the Financial Analysis is
dashboard name and below is the listed dashboard pages into the Account folder.

Accounts is the catalog and group name. It contains the Financial Analysis dashboard.

Administrator is the First owner of Accounts catalog.

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7. Below is the look of saved requests of dashboard reports which are saved into Essbase folder
Acconts.

8. The dashboard reports with its entire tab in OBIEE 10g looks like this.

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9. Remember or make a note of path where the rpd and web catalog (contains dashboard and
requests) is located for OBIEE 10g.Physical Path where OBIEE 10g repository file is located
E:\OracleBI\server\Repository

Physical Path where the OBIEE 10g Web Catalog (Dashboard Reports) is located. Here the Dashboard and
other saved requests are saved inside sample sales catalog

E:\OracleBIData\web\catalog\samplesales\root\shared\accounts\_portal\finan
cial+analysis

The saved requests are in Essbase Folder and the Dashboard is in accounts  Financial Analysis.

10. If rpd (repository) is migrated from another system or server than also take backup of
database from data source and configure, restore for OBIEE 11g data source.

11. Start BI Services.

(The Admin Server and the Managed Server must be running during the upgrade process).
Go to Start  All Programs  Oracle Business Intelligence Start BI Services.

12. Now run the upgrade assistant wizard.

It is located into C:\Middleware\Oracle_BI1\bin with the name ua.bat.

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13. Click Next in the first welcome screen.

14. Select Upgrade Oracle BI and Presentation Catalog and click on Next button.

You can make selection as per your requirement like to upgrade scheduler schema, Publisher repository
etc.

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15. Enter the Source information as shown in below screen shot.

Select Upgrade Repository (RPD) and Upgrade Catalog (web catalog) browse the path, enter the login
credentials of rpd in 10g and new password for 11g.

16. Specify Web logic server details.

With port number and Credentials which are used to start the Oracle Business Intelligence  BI Services.

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17. Examination of components will start and generate a log file automatically. Path of log file will
display at bottom of the Examine Screen. Click next after getting Succeeded message.

18. Next screen will show the upgrade summary, check the directory path of rpd and web catalog you
have entered in RPD & Catalog section.

Click on Upgrade button to start the actual upgrade process.

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19. Upgrade process will take few minutes.

20. After completing 100% of upgrade process a Succeeded message will come and close button
will enable. Click on next button to complete upgrade.

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21. Upgrade complete.

In upgrade complete screen you can see the path of log file where it is saved named post
upgrade. Click close button to close the Upgrade Assistance Utility

22. After upgrade the new rpd will automatically configure into Enterprise Manager (EM).Now
Stop BI Services and verify the upgrade. Open the rpd into Administration Tool using new password.

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Look of repository inside OBIEE 11g Administration Tool after upgrade.

23. Check the settings of connection pool, change the server name, shred logon user name and password
and others if require to connect rpd with data source. Check view data property over physical tables
and columns.

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24.Verify all the Groups and Users are Upgraded and available with rpd or not.

25). To enable the rpd for query after upgrade from OBIEE 10g to OBIEE 11g, create a similar
system DSN (ODBC) for connection with data source.

26. Check global consistency and save rpd and Start the BI Services Again.

27. Login into Oracle Enterprise manager and check rpd is configured or not, if not then configure
and deploy.(Within upgrade process the rpd get configure into enterprise manager automatically)

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28. Start the Oracle Business Intelligence Analytics to query on rpd and check the web catalog
also.

29. Login into Enterprise Manager: - Select Business Intelligence  coreapplication, check application
role name (groups of 10g rpd) and members.

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30. Login into Console. Select Services from Domain Structure  Security Realms to verify the users
and groups. Check all the users and groups of OBIEE 10g rpd and dashboard are available in OBIEE
11g.

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31. Login into Analytics (Presentation Server)Verify the presentation catalog of rpd and apply
some query to retrieve data  also open the web catalog to check the upgraded dashboard.

32. All above steps satisfied that means your rpd (Metadata) and web catalog (Dashboard
Reports) are successfully upgraded from OBIEE 10g to OBIEE 11g with all their properties and
available to get more reports on that.

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