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Upgrading the DAC Repository

Before you begin this procedure, do the following:

  • Determine what customizations were made to your existing DAC repository. Moving the customizations in your existing DAC repository into the new DAC repository is a manual process.
  • Make sure you have renamed and backed up your existing DAC repository into a different database. When you backup the DAC repository, you export the DAC metadata, in XML format (using the DAC's Export tool), into a different database, which can be used later as a reference. For instructions, see the Oracle Business Intelligence Data Warehouse Administration Console Guide.
  • Create and configure a new DAC repository according to the instructions in Oracle Business Intelligence Applications Installation and Configuration Guide.
  • Make sure you have set up the DAC system properties, Informatica Server, Informatica Repository Server, and database connections according to the instructions in Oracle Business Intelligence Applications Installation and Configuration Guide.
  • Make a copy of your preconfigured source system container. (You cannot change the metadata in the preconfigured container. You must make a copy of it in order to be able to modify the objects it contains. For instructions, see Oracle Business Intelligence Data Warehouse Administration Console Guide.

In this step you will manually move your customizations from your previous DAC repository into the new DAC repository.

To manually move your customizations from the previous DAC repository into the new DAC repository

  1. In the DAC, open the copy of the source system container into which you want to move your customizations.
  2. Import the custom data warehouse tables:
    1. Navigate to Design > Tables.
    2. Right-click and select Import from Database > Import Database Tables.
    3. In the Data Sources drop-down list, select DataWarehouse.
    4. Click Read Tables.
    5. Select the tables you want to import, and then click Import Tables.
  3. Import the custom columns for the tables you imported in Step 2:
    1. In the Tables tab, query for the tables you imported in Step 2.
    2. Right-click and select Import from Database > Import Database Columns.
    3. In the Importing Columns... dialog box, select "All records in the list," and click OK.
    4. In the Data Sources drop-down list, select DataWarehouse.
    5. Click Read Columns.
    6. Select the columns you want to import, and then click Import Columns.
    7. Navigate to Tables > Columns and add the Foreign Key to Table and Foreign Key to Column attributes for the newly imported columns.
  4. Import the indices for the custom data warehouse tables.
    1. In the Tables tab, query for the tables you imported in Step 2.
    2. Right-click and select Import Indices.
    3. In the Importing Indices... dialog box, select "All records in the list," and click OK.
    4. In the Data Sources drop-down list, select DataWarehouse.
    5. Click Read Indices.
    6. Select the indices you want to import, and then click Import Indices.
  5. Import the custom source tables:
    1. Navigate to Design > Tables.
    2. Right-click and select Import from Database > Import Database Tables.
    3. In the Data Sources drop-down list, select the appropriate source.
    4. Click Read Tables.
    5. Select the tables you want to import, and then click Import Tables.

      NOTE:  You do not have to import columns for the custom source tables. Columns for source tables are not required.

  6. Import columns for any standard data warehouse tables that were extended, and add the appropriate attributes in the DAC.
  7. Create new custom logical and physical task folders.
    1. In the DAC, navigate to Tools > Seed Data > Task Folders.
    2. To create a custom logical folder, click New.
    3. In the Name field, enter a name for the custom logical folder, for example, Custom Logical.
    4. In the Type field, select Logical.
    5. To create a custom physical folder, click New.
    6. In the Name field, enter a name for the custom physical folder, for example, Custom Physical.
    7. In the Type field, select Physical.
  8. Register the folders you created in Step 7 in the Source System Folders tab.
    1. Navigate to Design > Source System Folders.
    2. Click New.
    3. Enter the name of the Custom Logical folder in the Logical Folder field.
    4. Enter the name of the Custom Physical folder in the Physical Folder field, and save the record.
  9. Modify the task attributes for workflows in the custom folder that are modified standard mappings, that is, standard (out-of-the-box) mappings from the previous release that you copied into the Informatica custom folder.
    1. Navigate to the Tasks tab and query for the Informatica workflow names that are in the Informatica custom folder under Command for Incremental Load or Command for Full Load.

      NOTE:  You need to review the workflows in the custom folder in Informatica Workflow Manager.

    2. For each task, change the Folder Name (in the Edit child tab) to the Custom Logical folder name.
    3. For each task, right-click and select Synchronize Tasks.
    4. In the Task Synchronization dialog box, select Selected Record Only, and click OK.

      This step adds source and target tables to the task.

    5. Click Yes in the Synchronizing Task(s)... dialog box to proceed.

      An informational message will indicate the results of the process.

    6. Click OK.
  10. Add tasks that were created as new tasks in the current implementation.
    1. In the DAC, navigate to Tasks > Edit.
    2. For each new task, copy the names of the Informatica workflows into the fields Command for Incremental Load and Command for Full Load.
    3. Assign the appropriate values for the remaining fields in the Edit child tab.
    4. In the Tasks tab, query for the tasks you entered in Step b.
    5. Right-click the list of query results, and in the Task Synchronization dialog box, select "All records in the list," and click OK.

      This step adds source tables and target tables to the task.

    6. Click Yes in the Synchronizing Task(s)... dialog box to proceed.

      An informational message will indicate the results of the process.

    7. Click OK.

NOTE:  If your customizations included new fact tables, you will need to create and assemble new subject areas as well as create and build new execution plans. If your customizations included extending dimension tables, you will need to reassemble your existing subject areas and rebuild your existing execution plans. You will also need to set the appropriate execution plan attributes, such as Prune Days. For instructions, see Oracle Business Intelligence Data Warehouse Administration Console Guide.

You will verify the DAC repository upgrade in the procedure Verifying ETL Customizations, which you perform after the data migration.

  
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