OBIEE 11G Upgrade- Considerations
Januvary
2012 --Imran rahman
Considerations
§ With the latest release of OBIEE 11g
(11.1.1.5), Oracle Business Intelligence Technology Foundation become best in
class in SMB as well as Enterprise organization
§ Some new key features that will benefit OBIEE
guys in pursuing for OBIEE 11g Upgrade
§ Upgrade of an existing OBIEE 10g system to
OBIEE 11g requires careful planning, preparation, setup and testing.
§ Upgrade of RPD (Repository/Business Model
Metadata)
§ Upgrade of Webcat (User Interface Metadata)
§ Upgrade of BI Pub (BI Publisher)
§ Upgrade of BI Security
§ Upgrade of BI Delivers (iBots/Agents)
Steps for OBIEE 11g Upgrade
§ OBIEE 11g Upgrade in non-invasive to the
current production setup, as it does not overwrite the existing 10g
architecture
§ OBIEE 11g will be installed a-fresh on Dev/QA
and Production instances
§ Pre-requisites checklist
§ Installation architecture – decisions
§ Production architecture – decisions
§ Installation of OBIEE 11g on Dev/QA
Environment
§ Upgrading the OBIEE Metadata Repository and
Web Catalog
§ Importing Security Credentials (Users/Groups)
Setup
§ Modifying Security Set Up as per 11g
Architecture
§ Testing the installation set up and all
components
§ Testing the OBIEE Metadata repository
consistency
§ Validating ‘select’ OBIEE 10g reports for any
errors
§ Validating Security Setup and Users/Groups
Mapping
§ Installation of OBIEE 11g on Production System
§ Code Migration to Production
§ Smoke Testing on Production System
§ Availability of OBIEE 11g on Production
Analyze Existing 10g For Upgrade
§ Analyze existing 10g System on following key
things
§ Hardware including Sizing
§ Operating System
§ Security data model
§ RPD Size
§ Web Catalog Size
§ Reports – Majority views used (Ex: Pivot,
Charts etc)
§ Custom UI configuration (Style Sheets / Logos
/ Messages / Web Templates)
§ iBots if any
§ Total number of users and Concurrent users of
the Application
§ External Systems involved for Security of BPEL
§ Warehouse Database Schema and Scheduler Schema
§ Configuration Files (instanceconfig.xml,
NQSConfig.INI, etc)
§ Compare existing 10g Environment with System
Requirements and Certification documentation of 11g
§ Custom Date formats
Pre-Upgrade Steps
§ Install and Configure OBIEE 11g System
§ System Requirements and Supported Platforms
§ Sizing Considerations based on Expert
recommendations
§ Configure and Setup Out of the Box OBIEE 11g
System with Sample Application Repository and Web Catalog
§ Validate the Application after installation
§ Configure specific parameters (OPMN.xml) for
the data sources (Oracle, SQL Server, Teradata etc)
§ Configure specific parameters for BI Publisher
(xmlp-server-config.xml)
§ Configure 11g specific tags in
instanceconfig.xml
§ Separate Connection Pools for Queries and Init
Blocks in Physical Layer of the OBIEE RPD
§ Invalid Objects are deleted
Optimize Existing 10g For Upgrade
§ Identify Superfluous, redundant and unused
content
§ Web Catalog Objects:
§ Reports
§ Dashboards & Dashboard Prompts
§ Shared Folders & User Folders
§ Web Groups
§ RPD Objects:
§ Physical Layer Objects
§ BMM Layer Objects
§ Presentation Layer Objects
§ Initialization Blocks
§ Variables
§ Users
§ Security Groups
§ Consistency Check before Upgrade
§ Leading/Trailing Spaces on Column Names in
OBIEE Repository Not Supported in 11g
Test Plan for Upgrade
§ Perform a test upgrade – On a smaller Catalog
with few selected critical Reports/Dashboards
§ Identifying unknown issues during Actual
Upgrade
§ How does the new system look like after
upgrade
§ Define different phases/stages for upgrade
process
§ Upgrade Schemas (Scheduler)
§ Configure Connections
§ Upgrade Repository
§ Upgrade Web Catalog
§ Upgrade BI Publisher Catalog
§ Upgrade BI Publisher Scheduler
§ Perform testing and validate results at the
start and end of each stage
§ Validate iBots/Agents on new Schema – Fix
issues manually if any
§ Check TNS Entries for Oracle, opmn.xml for
Teradata, Correct version of Essbase client
§ Fix all Consistency Errors, Configure
Connection Pools
§ Manually fix reports/dashboards for known
issues
§ Configure the parameters in
xmlp-server-config.xml
§ Validate the Scheduler reports
Post Upgrade Considerations
§ Implement New and Enhanced 11g Functionalities
§ Support for additional data sources (Ex:
Essbase, Oracle TimesTen, Hyperion Financial Management, ADF, SAP BW Native,
OBI Metadata Web Service etc)
§ Hierarchy Objects in Presentation Layer
(Analysis)
§ Support Unbalanced Hierarchies (Ragged &
Skipped)
§ Support Parent-Child Hierarchies
§ Delta Code Migration as against full RPD
migration after initial go-live
§ Multi-Currency Support
§ Logical Source determination is no longer
Random
§ Upgrade MUD Repositories Manually (Use ONLY
Command line upgrade utility – “obieerpdmigrateutil”)
§ Use ONLY Upgrade Assistant to perform the
upgrade of Production Repository and Web Catalog
§ Configure Essbase specific database features
corresponding to Environment Variables
§ Fix Localized Text for Users “My Folder”
objects
§ Siebel Workflow actions are not upgraded – Perform
this task manually
§ RPD & Web Catalog deployments now
controlled using FMW Control
§ Security
§ Doesn’t allow Blank Repository Password
§ Groups in 10g transform to Application Roles
in 11g
§ Users/Application Roles are not managed
Externally
§ Default Cluster Configuration even in Single
Server Environment
§ Pivot table Calculated Items needs to be fixed
manually
§ Custom Styles and Skins are not upgraded, Have
to be implemented manually again in 11g
