| Oracle® Business Intelligence Applications Upgrade Guide for Informatica PowerCenter Users Version 7.9.6.2 Part Number E17801-01 |
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| Oracle® Business Intelligence Applications Upgrade Guide for Informatica PowerCenter Users Version 7.9.6.2 Part Number E17801-01 |
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View PDF |
Note:
Some of the information about database platforms and source systems might not apply to this version of Oracle Business Intelligence Applications. For up-to-date information about supported databases and source systems in this version of Oracle Business Intelligence Applications, make sure you read System Requirements and Supported Platforms for Oracle Business Intelligence Applications. Make sure that you also read the Oracle Business Intelligence Applications Release Notes. The most up-to-date versions of these documents are located on the Oracle Technology Network at
http://www.oracle.com/technetwork/middleware/bi-foundation/documentation/index.html. To register for a free account on the Oracle Technology Network, go to http://www.oracle.com/technology/about/index.html.This section contains instructions for upgrading Oracle's Siebel Analytics release 7.5.x.
This section includes the following topics:
Section 3.3, "Upgrading to Informatica PowerCenter Version 8.6.1 and Hotfix 11"
Section 3.7, "Overview of Upgrading the Data Warehouse Schema and Migrating Data"
Section 3.8, "Upgrading the Data Warehouse Schema to Version 7.7 and Migrating Data"
Section 3.9, "Upgrading the Data Warehouse Schema to Version 7.9.0"
Section 3.10, "Importing New Schema Definitions into the Siebel Transactional Database"
Section 3.11, "Migrating Data into the Data Warehouse Upgraded to Version 7.9.0"
Section 3.12, "Upgrading the Data Warehouse Schema to Version 7.9.4 and Migrating Data"
Section 3.13, "Upgrading the Data Warehouse Schema to Version 7.9.5 and Migrating Data"
Section 3.14, "Upgrading the Data Warehouse Schema to Version 7.9.5.1"
Section 3.16, "Upgrading the Data Warehouse Schema from Version 7.9.6 to 7.9.6.1"
Section 3.19, "Upgrading the Oracle BI Presentation Catalog"
Upgrade the Oracle BI Infrastructure to the version that is supported for this release of Oracle BI Applications. See the System Requirements and Supported Platforms for Oracle Business Intelligence Applications for the current version that is supported. For information on installing the supported version of Oracle BI Infrastructure, see the Oracle Business Intelligence Infrastructure Upgrade Guide.
Run the Oracle BI Applications installer to upgrade your Oracle BI Applications environment to the current version. For instructions on running the installer, see Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users.
Note the following points:
Review "Chapter 3: Preinstallation and Predeployment Requirements for Oracle BI Applications," in the Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users. You must satisfy these requirements in order to upgrade to the current version of Oracle BI Applications.
Perform only the step that addresses the running of the installer. Do not perform the configuration instructions that follow the running of the installer.
If you have a previous release of Oracle BI Applications installed, you must uninstall it before you run the installer for the current release. If you do not uninstall the old release, some folders from the current release will not be correctly installed. (Make a back-up of your DAC folder before you uninstall the old release. This will be the backup of your DAC Client and Server and the DAC metadata files.)
You must install Informatica PowerCenter 8.6.1 and Hotfix 11 to run the current version of Oracle BI Applications. See the System Requirements and Supported Platforms for Oracle Business Intelligence Applications for information about additional hotfixes or emergency bug fixes that may be required to support the current version of Informatica.
The components and architecture for Informatica PowerCenter 8.6.1 differ significantly from PowerCenter 7.x versions. Oracle recommends that you carefully review the Informatica PowerCenter 8.6.1 documentation, which is included on the Informatica DVD provided with Oracle BI Applications.
For a summary of installation instructions for installing Informatica PowerCenter 8.6.1 on a single machine in an Oracle BI Applications deployment, see the Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users.
For detailed information about deploying Informatica PowerCenter 8.6.1, refer to the Informatica PowerCenter Installation Guide, Informatica PowerCenter Configuration Guide, Informatica PowerCenter Administrator Guide, and related documentation.
For information about applying Hotfix 11, see PowerCenter Version 8.6.1 Hotfix 11 Release Notes. This PDF is included with the Informatica documentation on the Informatica PowerCenter DVD and is also included with the Hotfix 11 installation.
To upgrade to Informatica PowerCenter 8.6.1
Perform the pre-upgrade steps documented in the Informatica PowerCenter Installation Guide.
Install Informatica PowerCenter version 8.6.1 and Hotfix 11, by following the instructions in the Informatica PowerCenter Installation Guide and PowerCenter Version 8.6.1 HotFix 11 Release Notes.
Perform the post-upgrade steps documented in the Informatica PowerCenter Installation Guide.
Note the following points:
The Informatica PowerCenter 8.6.1 installation process includes upgrading your current Informatica Repository to the version 8.6.1 format. This process is necessary so that you will be able to access your current repository using version 8.6.1 client tools and so that you can perform the procedure Section 3.4, "Upgrading the Informatica Repository."
In Section 3.4, "Upgrading the Informatica Repository," you back up and rename your current repository and then restore the Informatica Repository (for example, Oracle_BI_DW_Base.rep) that is installed during the Oracle BI Applications installation. You then copy your custom folder from the backed up repository into the newly restored Oracle_BI_DW_Base repository.
If you install Informatica PowerCenter 8.6.1 using the installer Upgrade option rather than the Install option, the property $PMRootDir is not updated to the upgraded service version installation directory. You need to configure this property to specify the upgraded service installation directory in order for DAC to be able to locate the Informatica source files.
To configure the $PMRootDir property: launch the Informatica Administration Console, select the Integration Service from the Navigator, click the Processes tab, click Edit, and enter the appropriate value for $PMRootDir.
Follow this procedure to upgrade the Informatica Repository.
For detailed instructions on backing up and restoring the Informatica Repository, see the topic titled, "Backing Up and Restoring the Repository," in "Chapter 8: Managing the Repository," in the Informatica PowerCenter Administrator Guide, which is included on the Informatica DVD provided with Oracle BI Applications.
To upgrade the Informatica Repository
Make sure you have backed up and renamed your current Informatica Repository.
Note:
This repository must be upgraded to the version 8.6.1 format during the procedure in Section 3.3, "Upgrading to Informatica PowerCenter Version 8.6.1 and Hotfix 11." You must upgrade this repository to the version 8.6.1 format in order to move your custom folder from this repository into the new Oracle_BI_DW_Base repository that you restore in the steps below.Copy the Oracle_BI_DW_Base.rep file from the folder OracleBI\dwrep\Informatica\Repository into the folder <PowerCenter_Installation_Directory>\server\infa_shared\Backup.
Note:
The Oracle_BI_DW_Base.rep file is installed in the OracleBI root directory when you run the Oracle BI Applications installer, as described in Section 3.2, "Upgrading Oracle BI Applications."Restore the Oracle_BI_DW_Base.rep repository into an empty schema.
Copy the custom folder from your previous Informatica Repository to the newly created Informatica Repository:
Launch the Informatica PowerCenter Repository Manager, and connect to both your previous and newly created Informatica repositories.
Copy the Custom folder in your previous repository into the newly created Informatica Repository.
Make sure there is an individual workflow for each of the mappings in the Custom folder.
Informatica PowerCenter version 8.6.1 requires additional configuration steps to work with Oracle BI Applications and DAC. For instructions on performing these steps, see the following sections in the Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users:
Copying Source Files and Lookup Files
Setting PowerCenter Integration Services Relaxed Code Page Validation
Setting PowerCenter Integration Services Custom Properties
Creating the Repository Administrator User in the Native Security Domain
Siebel Analytics release 7.5.x does not include the Data Warehouse Administration Console (DAC). In the current release of Oracle BI Applications, you will use the DAC Client and Server and the DAC Repository. For information about the version of the DAC platform supported with the current release of Oracle BI Applications, see System Requirements and Supported Platforms for Oracle Business Intelligence Applications.
To install and configure DAC, follow the instructions in the Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users. Make sure you perform the tasks in the following sections of the Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users:
Preinstallation Tasks
Installing the DAC Platform
Installing DAC Metadata Files
Logging into DAC for the First Time and Importing Metadata into the DAC Repository
Note: After you complete this procedure, you will have the default DAC Repository for Oracle BI Applications version 7.9.6.2.
Configuring the DAC Server
Configuring DAC Integration Settings
Configuring Relational Connections in Informatica Workflow Manager
Configuring the SiebelUnicodeDB Custom Property
Setting Up DAC to Receive Email Notification
Additional Configuration Tasks
In this section, perform only the tasks that apply to your environment.
The process for upgrading the data warehouse schema and migrating data for Siebel Business Analytics releases 7.5.x involves multiple phases, as described below.
Note:
The Oracle BI Applications upgrade logic is coded such that you must complete each of the phases listed below. To upgrade to the current release of Oracle BI Applications, you cannot skip any of the phases.Phase 1
In phase 1, you will upgrade the data warehouse schema to version 7.7 and migrate data into the upgraded data warehouse. For instructions, see Section 3.8.
Phase 2
In phase 2, you will perform the following steps:
Upgrade the data warehouse schema to version 7.9.0. For instructions, see Section 3.9.
Import new schema definitions into the Siebel transactional database. For instructions, see Section 3.10.
Migrate data into the data warehouse upgraded to version 7.9.0. For instructions, see Section 3.11.
Phase 3
In phase 3, you will upgrade your data warehouse schema to version 7.9.4 and migrate data into the upgraded data warehouse. For instructions, see Section 3.12.
Phase 4
In phase 4, you will upgrade your data warehouse schema to version 7.9.5 and migrate data into the upgraded data warehouse. For instructions, see Section 3.13.
Phase 5
In phase 5, you will upgrade your data warehouse schema to version 7.9.5.1. For instructions, see Section 3.14.
Phase 6
In phase 6, you will do one of the following:
Upgrade your data warehouse schema from version 7.9.5.1 to version 7.9.6.1 and migrate data. For instructions, see Section 3.15.
If you are currently running Oracle BI Applications version 7.9.6 and using an Oracle database, you can upgrade your data warehouse schema to version 7.9.6.1 and migrate data. For instructions, see Section 3.16.
Phase 7
In phase 7, you will upgrade your data warehouse schema to version 7.9.6.2 and migrate data into the upgraded data warehouse. For instructions, see Section 3.17.
Follow this procedure to upgrade the data warehouse schema to version 7.7 and migrate data.
To upgrade the data warehouse schema
Run the schema upgrade script.
This script adds new tables, columns, and indexes to the existing data warehouse schema. It also modifies the existing data warehouse schema objects.
Navigate to the folder OracleBI\dwrep\Upgrade\CTLFiles, and locate the ddlsme_HOR_77.ctl file (Horizontal) or ddlsme_SIA_77.ctl file (Vertical).
If you changed any of the preconfigured column definitions in the CTL file for your implementation, you need to edit the CTL file to reflect the change. For example, if you renamed or resized an existing column in W_DAY_D, you need to make the same change in the CTL file. If you do not make the change in the CTL file, when the CTL file is run, the column definition will revert to the preconfigured definition. (As a customization, if a column size was changed from VARCHAR(50) to VARCHAR(100), and the same change was not made in the CTL file before running, the column will revert to the preconfigured value of VARCHAR(50), which could cause data to be truncated in some databases.)
Use the DDLimp utility to run one of the following scripts:
For Siebel Applications (Horizontal), run ddlsme_HOR_77.ctl.
For Siebel Industry Applications (Vertical), run ddlsme_SIA_77.ctl.
Use the following command, substituting the correct script name where appropriate.
..\OracleBI\dwrep\bin\DDLIMP /U <USER> /P <PASSWORD> /C <ODBC connect string> /G SSE_ROLE /I N /R Y /F <..\OracleBI\dwrep\Upgrade\CTLFiles\ddlsme_HOR_77.ctl> /L <..\oracleBI\dwrep\ddlsme_HOR_77.log>
For example:
DDLIMP /U SADMIN /P SADMIN /C SIEBEL_OLTP /G SSE_ROLE /I N /R Y /F C:\OracleBI\dwrep\Upgrade\CTLFiles\ddlsme_HOR_77.ctl /L C:\OracleBI\dwrep\ddlsme_HOR_77.log
Notes:
/P <PASSWORD> - The password for the data warehouse.
/C <ODBC connect string> - The name of the ODBC connect string.
/I N - Tells DDLimp to ignore the indexes DDL defined in the CTL file if any exist. It does not change existing indexes. (The default is /I Y, which tells DDLimp to create and merge indexes from the CTL file with the indexes in the database.
For Oracle databases, use the Data Direct drivers.
In addition, you can use the following commands:
/W Y - If the OLAP database is Oracle and Unicode.
/Z Y - If the OLAP database is DB2 or SQL Server and Unicode.
/B <TABLE_SPACE_NAME> - If you want to create these tables in a separate table space. For DB2, This must be specified as 32K tablespace.
/X <INDEX_TABLE_SPACE_NAME> - If you want to create the indexes in a separate tablespace. For DB2, This must be specified as 32K tablespace.
/Y - Storage File for DB2/390.
/R - Regrant tables.
Copy the file Upgrade.rep file from the folder OracleBI\dwrep\Upgrade\Informatica\Repository into the folder <PowerCenter_Installation_Directory>\server\infa_shared\Backup.
Launch the Informatica PowerCenter Administration Console and restore Upgrade.rep (located in <PowerCenter_Installation_Directory>\server\infa_shared\Backup) into a database other than the database in which you restored Oracle_BI_DW_Base.rep.
Navigate to the folder OracleBI\dwrep\Upgrade\Informatica\ParameterFiles and copy the file 753_TENERIFE_UPG_PARAMS.txt into the SrcFiles folder on the Informatica Server machine, for example, <PowerCenter_Installation_Directory>\server\infa_shared\SrcFiles.
Rename 753_TENERIFE_UPG_PARAMS.txt to TENERIFE_UPG_PARAMS.txt.
In the Informatica Workflow Manager, open the Relational Connection Browser (in the menu bar, select Connections, and then select Relational), and edit the connect string, user and password for the relational connections as follows:
Edit the PARAM_OLTP_SIEBEL connection to point to the Siebel transactional database.
Edit the DataWarehouse connection to point to the newly upgraded data warehouse database.
Create or edit the PARAM_DAC_OLD connection to point to the previous DAC Repository database (the version from which you are upgrading).
Create or edit the PARAM_DAC_NEW connection to point to the DAC Repository database.
Note:
If you are connected to an Oracle database, use the Oracle Native driver instead of ODBC.If you are connected to a SQL Server database, use the ODBC driver rather than the native SQL Server driver.
For Siebel Applications (Horizontal), in Informatica Workflow Manager, navigate to the folder UPGRADE_753_to_770_HOR, and execute the following workflows in the order indicated:
Upgrade_R_Image
Upgrade_Unspecifieds
Upgrade_Agree
Upgrade_Asset
Upgrade_Opty
Upgrade_Order
Upgrade_Quote
Upgrade_Response
Upgrade_ServiceRequest
Upgrade_Others
Upgrade_Visibility
UpgradeSlowlyChangingDimensionStartDates
DAC_Metadata_Upgrade_Workflow
For Siebel Industry Applications (Vertical), in Informatica Workflow Manager, navigate to the folder UPGRADE_753_to_770_SIA, and execute the following workflows in the order indicated
Upgrade_R_Image
Upgrade_Unspecifieds
Upgrade_Agree
Upgrade_Asset
Upgrade_Opty
Upgrade_Order
Upgrade_Quote
Upgrade_Response
Upgrade_ServiceRequest
Upgrade_Others
Upgrade_Visibility
UpgradeSlowlyChangingDimensionStartDates
Upgrade_Industry_R_Image
Upgrade_Industry_Unspecified
Upgrade_LS_ActivityProduct
Upgrade_LS_Others
Upgrade_Industry_Household
Upgrade_FINS_Visibility
UpgradeSlowlyChangingDimensionStartDates_Industry
DAC_Metadata_Upgrade_Workflow
This procedure adds new tables, columns, and indexes to the existing data warehouse schema. It also modifies the existing data warehouse schema objects.
To upgrade the data warehouse schema
Run the UPGRADE.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 790_UPGRADE_PRE_CTL_SCRIPT.sql script.
Open the SQL client for your database type.
Navigate to the folder OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Open the 790_UPGRADE_PRE_CTL_SCRIPT.sql file, and copy the contents into the SQL client.
Execute the script.
Run the DW.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 790_UPGRADE_PRE_DIMENSION_SCRIPT.sql script. This file is located in the folder OracleBI\dwrep\Upgrade\DbScripts\<database type>.
This procedure upgrades transactional database objects that relate to Oracle Business Intelligence Applications. It does not upgrade transactional database objects for Siebel CRM applications.
To import new schema definitions into the Siebel transactional database
Import schema definitions for non-image tables:
Access the DDLimp utility.
Run the DDL_OLTP.ctl script that is located in the OracleBI\dwrep\Upgrade\CTLFiles folder.
Note: If you receive an error message stating a particular object already exists in the database, use the DDLimp Merge argument (/M Y) in the DDLimp command to resolve the error.
Import schema definitions for image tables:
In DAC, go to the Design view, and select your custom container from the drop-down list to the right of the Execute button.
Click the Tables tab.
Query for all tables for which the image suffix is not null.
Right-click in the list of tables returned by the query, and select Change Capture Scripts, and then Generate Image and Trigger Scripts.
In the Triggers and Image Tables dialog box, do the following:
- Select the option All Tables in the List.
- Select the option Generate Image Table Scripts.
- Select the appropriate database type for the source system.
- Click OK.
Open the SQL client for the source system database type, for example, SQL Plus for Oracle, Query Analyzer for SQL Server, or a command window for DB2.
The script may contain many lines; therefore, you can save the script file as a SQL file and execute it in a SQL client.
Copy the scripts generated by DAC into the SQL client and execute them.
Follow this procedure to verify the following tables were created in the Siebel transactional database.
To verify the transactional database upgrade
For all upgrade paths, verify the following tables were created in the Siebel transactional database:
S_ETL_R_IMG_xxx
S_ETL_I_IMG_xxx
S_ETL_D_IMG_xxx
S_ETL_PARAM
S_ETL_PRD_ATTR
S_ETL_PRD_REL
Follow this procedure to migrate data into the data warehouse upgraded to version 7.9.0.
To migrate data into the upgraded data warehouse
Navigate to the folder OracleBI\dwrep\Upgrade\Informatica\SrcFiles and copy the *.csv files into the SrcFiles folder on the Informatica Server machine, for example, <PowerCenter_Installation_Directory>\server\infa_shared\SrcFiles.
Navigate to the folder OracleBI\dwrep\Upgrade\Informatica\ParameterFiles and copy the file 770_TENERIFE_UPG_PARAMS.txt into the SrcFiles folder on the Informatica Server machine, for example, <PowerCenter_Installation_Directory>\server\infa_shared\SrcFiles.
Rename 770_TENERIFE_UPG_PARAMS.txt to TENERIFE_UPG_PARAMS.txt.
In the file TENERIFE_UPG_PARAMS.txt:
Search for the parameter $$SourceConnection.
Set the value to one of the following options, based on your Siebel applications (OLTP) version:
SEBL_63
SEBL_753
SEBL_771
SEBL_78
SEBL_80 (use this value for OLTP versions 8.x and 8.1.1)
SEBL_VERT_753
SEBL_VERT_771
SEBL_VERT_78
SEBL_VERT_80 (use this value for OLTP versions 8.x and 8.1.1)
For example, if your Siebel applications (OLTP) version is Siebel Industry Applications 7.5.x, the parameter should appear as:
$$SourceConnection=SEBL_VERT_753
In the file TENERIFE_UPG_PARAMS.txt:
Search for the parameter $$Source_Container.
Set the value to one of the following options, based on your Siebel applications (OLTP) version:
Siebel 6.3
Siebel 7.5.3
Siebel 7.5.3 Vertical
Siebel 7.7.1
Siebel 7.7.1 Vertical
Siebel 7.8
Siebel 7.8 Vertical
Siebel 8.0 (use this value for OLTP versions 8.x and 8.1.1)
Siebel 8.0 Vertical (use this value for OLTP versions 8.x and 8.1.1)
For example, if your Siebel applications (OLTP) version is Siebel Industry Applications 7.5.x, the parameter should appear as:
$$Source_Container=Siebel 7.5.3 Vertical
In the file TENERIFE_UPG_PARAMS.txt, edit the ETL_PROC_WID parameter as follows:
MPLT_GET_ETL_PROC_WID.$$ETL_PROC_WID=<latest ETL_PROC_WID value from your database>
You can get this value from W_PARAM_G.ETL_PROC_WID.
If you are running Siebel Industry Applications (Vertical), in the file TENERIFE_UPG_PARAMS.txt, set the VERTICAL_UPGRADE parameter to 1. For example:
$$VERTICAL_UPGRADE=1
For Siebel Industry Applications (Vertical), define the alignment rule to be used for ETL loads.
Navigate to the folder OracleBI\dwrep\Upgrade\Informatica\SrcFiles and copy the file AlignmentType_LS_782.csv into the SrcFiles folder on the Informatica Server machine, for example, <PowerCenter_Installation_Directory>\server\infa_shared\SrcFiles.
Rename the file AlignmentType_LS_782.csv to AlignmentType.csv.
Open the file AlignmentType.csv, and enter one of the following alignment item types under the ALIGN_TYPE field:
Zipcode
Account/Contact
Brick
Save the file.
The Oracle Business Analytics Warehouse allows only one alignment type to be used for ETL loads during upgrade.
In Informatica Workflow Manager, navigate to the folder UPGRADE_770_to_79, and execute the following workflows in the order indicated:
MARKETING_LOAD
Upgrade_Dimensions_Industry
Update_Dimensions
Update_Dimension_Unspecified
Update_Facts
(For Siebel Industry Applications only) Upgrade_LS_Dimensions
(For Siebel Industry Applications only) Upgrade_LS_Facts
SIL_PositionDimensionHierarchy_Full
Load_INT_ORG_DH
DIMENSION_LOAD
Note:
If you are using the SCD version of the dimension, replace the corresponding TENN_UPG_W_XXX_D_784_To_W_XXX_D session with TENN_UPG_W_XXX_D_784_SCD_To_W_XXX_D. This will upgrade the data from the W_XXX_SCD version of the dimension to the new SCD-enabled W_XXX_D dimension.DIMENSION_UNSPECIFIED_UPDATE
FACT_UPDATE
DAC_Metadata_Upgrade_Workflow
Note:
You need to run this workflow for upgrading to the data warehouse schema version 7.9.0 even though you ran a workflow with the same name during the upgrade to version 7.7.If you upgraded your transactional database to Siebel Applications 8.x or 8.1.1, navigate to the folder UPGRADE_790_to_791_SBL80UPG and run the following workflows in the order indicated:
UPGRADE_DIMENSIONS
UPGRADE_FACTS
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the base Informatica Repository (for example, Oracle_BI_DW_Base.rep). For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Base Informatica Repository."
To verify the data migrated successfully:
Check whether any of the Informatica mapping log files stored in the directory \Informatica PowerCenter 8.6.1\Server\SessLogs indicates errors or failures.
Check whether the SQL scripts (790_UPGRADE_PRE_CTL_SCRIPT.sql and 790_UPGRADE_PRE_DIMENSION_SCRIPT.sql) that you ran in the SQL client of the database failed or errored out while executing.
Check the log files for the CTL files (Upgrade.ctl and DW.ctl) that you ran using the DDLimp command to determine whether any of the runs failed.
If you did not detect any errors or failures in the steps above, then the data migration was successful.
Note:
Ignore any error messages that indicate tables or indexes could not be dropped from the database. These error messages are displayed when the specified objects do not exist in the database. This can occur because each source system container holds a subset of all data warehouse tables.If the data migration was successful, drop the tables that were created during the upgrade process, such as, W_xxxx_x_784 tables, LKP_xxxx_x, and W_ASSET_D_TMP.
This step frees the space occupied by these backup tables.
Follow this procedure to upgrade the data warehouse schema to version 7.9.4 and migrate data.
This procedure adds new tables, columns, and indexes to the existing data warehouse schema. It also modifies the existing data warehouse schema objects.
To upgrade the data warehouse schema to version 7.9.4 and migrate data
Run the 792_UPGRADE_PRE_CTL_SCRIPT.sql script.
Open the SQL client for your database type, for example, SQLPLUS for Oracle, Query Analyzer for SQL Server, or a command window for DB2.
Navigate to the folder OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Open the 792_UPGRADE_PRE_CTL_SCRIPT.sql file, and copy the contents into the SQL client.
Execute the script.
Run the ddl_794.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 792_UPGRADE_PRE_DIMENSION_SCRIPT.sql script. This file is located in the folder OracleBI\dwrep\Upgrade\DbScripts\<database type>.
If you upgraded your transactional database to Siebel Applications 8.x or 8.1.1, run the workflows to migrate your data into the upgraded data warehouse.
In Informatica Workflow Manager, navigate to the folder UPGRADE_790_TO_791_SBL80UPG.
Run the following workflows in the order indicated:
UPGRADE_DIMENSIONS
UPGRADE_FACTS
Verify the data migrated successfully by checking whether any of the Informatica mapping log files stored in the <PowerCenter_Installation_Directory>\server\infa_shared\SessLogs directory indicate errors or failures.
If the data migration was successful, drop the tables that were created during the upgrade process, such as, W_xxxx_x_79x tables, LKP_xxxx_x and 79x_XXXX_TMP.
This step frees the space occupied by these backup tables.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the base Informatica Repository (for example, Oracle_BI_DW_Base.rep). For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Base Informatica Repository."
Follow this procedure to upgrade the data warehouse schema to version 7.9.5 and migrate data.
This procedure adds new tables, columns, and indexes to the existing data warehouse schema. It also modifies the existing data warehouse schema objects.
To upgrade the data warehouse schema to version 7.9.5 and migrate data
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the Upgrade repository. For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Upgrade Informatica Repository."
Run the 795_UPGRADE_PRE_CTL_SCRIPT.sql script. This file is located in the folder OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Run the UPGRADE_795.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the ddl_795.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 795_UPGRADE_PRE_DIMENSION_SCRIPT.sql script. This file is located in the folder OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Copy all of the domain value files in the folder \OracleBI\dwrep\Informatica\LkpFiles into the folder <PowerCenter_Installation_Directory>\server\infa_shared\LkpFiles.
Migrate data into the upgraded data warehouse.
Copy the file Upgrade.rep file from the folder OracleBI\dwrep\Upgrade\Informatica\Repository into the folder <PowerCenter_Installation_Directory>\server\infa_shared\Backup.
Launch the Informatica PowerCenter Administration Console and restore Upgrade.rep (located in <PowerCenter_Installation_Directory>\server\infa_shared\Backup).
Configure the Informatica parameter file 795_UPG_PARAMS.txt. For instructions, see Appendix A, "Setting Parameters in 795_UPG_PARAMS.txt."
In Informatica Workflow Manager, open the Relational Connection Browser (in the menu bar, select Connections, and then select Relational), and edit the connect string, user and password for the relational connections as follows: create one relational connection based on the appropriate database platform for your OLTP database. Create the connection with the name PARAM_OLTP.
Edit the PARAM_OLTP connection to match your OLTP environment.
Edit the PARAM_OLAP connection to match your OLAP environment.
Note:
If you are connected to an Oracle database, use the Oracle Native driver instead of ODBC.If you are connected to a SQL Server database, use the ODBC driver rather than the native SQL Server driver.
In Informatica Workflow Manager, navigate to the folder UPGRADE_794_to_795_SBL and execute the UPGRADE_DIMENSIONS workflow.
Verify the data migrated successfully.
Check whether any of the Informatica mapping log files stored in the <PowerCenter_Installation_Directory>\server\infa_shared\Sesslogs directory indicates errors or failures.
Check whether the script 795_UPGRADE_PRE_DIMENSION_SCRIPT.sql that you ran in the SQL client of the database failed or errored out while executing.
Check the log file for the ddl_795.ctl. and Upgrade_795.ctl, which you ran using the DDLimp command, to determine whether any of the runs failed.
If you did not detect any errors or failures in the steps above, then the data migration was successful.
Note:
Ignore any error messages that indicate tables or indexes could not be dropped from the database. These error messages are displayed when the specified objects do not exist in the database. This can occur because each source system container holds a subset of all data warehouse tablesIf the data migration was successful, drop the tables that were created during the upgrade process, such as W_xxxx_x_79x, LKP_xxxx_x and 79x_xxxx_TMP.
This step frees the space occupied by these backup tables.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the base Informatica Repository (for example, Oracle_BI_DW_Base.rep). For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Base Informatica Repository."
Follow this procedure to upgrade the data warehouse schema to version 7.9.5.1.
To upgrade the data warehouse schema
Use the DDLimp utility to run the ddl_7951.ctl script, which is located in the OracleBI\dwrep\Upgrade\CTLFiles folder. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
You need to perform this procedure if you are upgrading from Oracle BI Applications releases 7.9.0, 7.9.1, 7.9.2, 7.9.3, 7.9.4, 7.9.5, or 7.9.5.1.
This procedure adds new tables, columns, and indexes to the existing data warehouse schema. It also modifies the existing data warehouse schema objects.
This section includes the following procedures:
Section 3.15.1, "Upgrading the Data Warehouse Schema from Version 7.9.5.1 to 7.9.6.1"
Section 3.15.2, "Migrating Data into the Upgraded Data Warehouse"
Follow this procedure to upgrade the data warehouse schema to version 7.9.6.1.
Note: Upgrading to version 7.9.6.1 may involve running scripts that have a "796_" prefix.
To upgrade the data warehouse schema to version 7.9.6.1 and migrate data
If you are using an Oracle database, run the 796_UPGRADE_DROP_INDEXES.sql script.
Open the SQL client for your database type.
Navigate to the folder OracleBI\dwrep\Upgrade\DbScripts\Oracle.
Open the 796_UPGRADE_DROP_INDEXES. sql file, and copy the contents into the SQL client.
Execute the script.
If you are using a SQL Server or DB2 database, run the 7961_UPGRADE_DROP_INDEXES.sql script.
Open the SQL client for your database type.
Navigate to the folder OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Open the 7961_UPGRADE_DROP_INDEXES. sql file, and copy the contents into the SQL client.
Execute the script.
If you are using a SQL Server database, run the 7961_UPGRADE_PRE_UPG_CTL_SCRIPT.sql file. This file is located in OracleBI\dwrep\Upgrade\DbScripts\SQLServer.
Run the UPGRADE_796.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 7961_UPGRADE_PRE_CTL_SCRIPT.sql:
Go to OracleBI\dwrep\Upgrade\DbScripts\<database type> folder, and open the 7961_UPGRADE_PRE_CTL_SCRIPT.sql file.
Search for the Datasource_Num_ID parameter, and make sure the value is correct for your existing implementation.
If you are using a DB2 database, search for the text "TBS_32K," and replace it with the appropriate 32K table space name that you have configured.
Execute the script.
Run the ddl_7961.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 796_UPGRADE_PRE_DIMENSION_SCRIPT.sql script. This file is located in OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the Upgrade Informatica Repository. For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Upgrade Informatica Repository."
Copy all of the domain value files in the folder \OracleBI\dwrep\Informatica\LkpFiles into the folder <PowerCenter_installation_Directory>\server\infa_shared\LkpFiles.
Follow this procedure to migrate data into the upgraded data warehouse.
To migrate data into the upgraded data warehouse
Copy the file Upgrade.rep file from the folder OracleBI\dwrep\Upgrade\Informatica\Repository into the folder <PowerCenter_installation_Directory>\server\infa_shared\Backup.
Launch the Informatica PowerCenter Administration Console and restore Upgrade.rep (located in <PowerCenter_installation_Directory>\server\infa_shared\Backup).
Configure the Informatica parameter file 796_UPG_PARAMS.txt file. For instructions, see Appendix A, "Setting Parameters in 796_UPG_PARAMS.txt for All Source Systems."
Configure parameters specific to Siebel source systems. For instructions, see Appendix A, "Setting Additional Parameters in 796_UPG_PARAMS.txt for Siebel Source Systems."
In Informatica Workflow Manager, open the Relational Connection Browser (in the menu bar, select Connections, and then select Relational), and edit the connect string, user and password for the relational connections as follows:
Edit the connection PARAM_OLTP_SIEBEL to match your OLTP environment.
Edit the connection PARAM_OLAP to match your OLAP environment.
Edit the connection PARAM_DAC to match your DAC database.
Note:
If you are connected to an Oracle database, use the Oracle Native driver instead of ODBC.If you are connected to a SQL Server database, use the ODBC driver rather than the native SQL Server driver.
In Informatica Workflow Manager, navigate to the folder UPGRADE_7951_to_796_SBL and execute the UPGRADE_DIMENSIONS and UPGRADE_FACTS workflows.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the base Informatica Repository (for example, Oracle_BI_DW_Base.rep). For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Base Informatica Repository."
Run the 7961_UPGRADE_PRE_DIMENSION_SCRIPT.sql script. This file is located in OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the Upgrade Informatica Repository. For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Upgrade Informatica Repository."
Configure the Informatica parameter file 7961_UPG_PARAMS.txt. For instructions, see Appendix A, "Setting Parameters in 7961_UPG_PARAMS.txt."
In Informatica Workflow Manager, navigate to the folder UPGRADE_796_to_7961_SBL and execute the first the UPGRADE_DIMENSIONS workflow and then the UPGRADE_FACTS workflow.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the base Informatica Repository (for example, Oracle_BI_DW_Base.rep). For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Base Informatica Repository."
Run the 7961_UPGRADE_POST_SCRIPT.sql. This file is located in OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Follow this procedure to verify that the data was migrated successfully into the upgraded data warehouse.
To verify the data migrated successfully
Check whether any of the Informatica mapping log files stored in the <PowerCenter_installation_Directory>\server\infa_shared\Sesslogs directory indicates errors or failures.
Check whether the following scripts that you ran in the SQL client of the database failed or errored out while executing:
7961_UPGRADE_DROP_INDEXES.sql
7961_UPGRADE_PRE_CTL_SCRIPT.sql
7961_UPGRADE_PRE_DIMENSION.sql
7961_UPGRADE_POST_SCRIPT.sql
Check the log files for the ddl_7961.ctl and Upgrade_7961.ctl scripts that you ran using the DDLimp command to determine whether any of the runs failed.
If you did not detect any errors or failures in the steps above, then the data migration was successful.
Note:
Ignore any error messages that indicate tables or indexes could not be dropped from the database. These error messages are displayed when the specified objects do not exist in the database. This can occur because each source system container holds a subset of all data warehouse tablesIf the data migration was successful, drop the tables that were created during the upgrade process, such as W_xxxx_x_79x, LKP_xxxx_x, 79x_xxxx_TMP, and TMP_xxxx_79x.
This step frees the space occupied by these backup tables.
After verifying the data was migrated successfully into the upgraded data warehouse, follow this procedure to reset refresh dates.
In Informatica Workflow Manager, navigate to the folder UPGRADE_7951_TO_796_SBL and execute the RESET_DAC_REFRESH_DATES workflow.
In DAC, do the following:
Navigate to the Setup view, and click the Physical Data Sources tab.
In the top pane list, select DataWarehouse. (If you customized the name of the connection for the data warehouse, select the appropriate connection for the data warehouse database.)
Click the Refresh Dates subtab (in the lower pane).
Query for the following tables, and, for each table, set the value in the Refresh Date column to NULL:
W_POSITION_D
W_POSITION_DS
W_POSITION_DH
FND_LOOKUP_VALUES
Once the data migration steps above are complete, you can delete the Upgrade repository to avoid any accidental use or confusion.
In the Informatica PowerCenter Administration Console, select the Upgrade repository service.
In the General Properties area of the Properties tab, click Edit.
Make sure the operating mode of the repository service is set to Exclusive.
Click OK.
Choose Actions, and then click Delete Contents.
In the Delete contents for <repository name> dialog, enter the repository username and password (for example, Administrator/Administrator), then click OK.
Perform the procedures in this section if you are upgrading from Oracle BI Applications release 7.9.6 to release 7.9.6.1.
Note:
This procedure is applicable only if you are using an Oracle database for your data warehouse database.This section includes the following procedures:
Section 3.16.1, "Upgrading the Data Warehouse Schema to Version 7.9.6.1"
Section 3.16.2, "Migrating Data into the Upgraded Data Warehouse"
Follow this procedure to upgrade the data warehouse schema to version 7.9.6.1.
To upgrade the data warehouse schema to version 7.9.6.1
Run the 7961_UPGRADE_DROP_INDEXES.sql script.
Open the SQL client for your database type.
Navigate to the folder OracleBI\dwrep\Upgrade\DbScripts\Oracle.
Open the 7961_UPGRADE_DROP_INDEXES. sql file, and copy the contents into the SQL client.
Execute the script.
Run the UPGRADE_7961.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 796ORA_TO_7961ORA_UPGRADE_PRE_CTL_SCRIPT.sql. This file is located in the folder OracleBI\dwrep\Upgrade\DbScripts\Oracle.
Run the ddl_7961.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Follow this procedure to migrate data into the upgraded data warehouse.
To migrate data into the upgraded data warehouse
Run the 7961_UPGRADE_PRE_DIMENSION_SCRIPT.sql script. This file is located in OracleBI\dwrep\Upgrade\DbScripts\Oracle.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the Upgrade repository. For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Upgrade Informatica Repository."
Configure the Informatica parameter file 7961_UPG_PARAMS.txt. For instructions, see Appendix A, "Setting Parameters in 7961_UPG_PARAMS.txt."
In Informatica Workflow Manager, navigate to the folder UPGRADE_796_to_7961_SBL and execute the first the UPGRADE_DIMENSIONS workflow and then the UPGRADE_FACTS workflow.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the base Informatica Repository (for example, Oracle_BI_DW_Base.rep). For instructions, see Appendix E, "Running the reset_infa_seq_gen.bat File on the Base Informatica Repository."
Run the 7961_UPGRADE_POST_SCRIPT.sql. This file is located in OracleBI\dwrep\Upgrade\DbScripts\Oracle.
Follow this procedure to verify that the data was migrated successfully into the upgraded data warehouse.
To verify the data migrated successfully
Check whether any of the Informatica mapping log files stored in the <PowerCenter_Installation_Directory>\server\infa_shared\Sesslogs directory indicates errors or failures.
Check whether the following scripts that you ran in the SQL client of the database failed or errored out while executing:
7961_UPGRADE_DROP_INDEXES.sql
7961_UPGRADE_PRE_CTL_SCRIPT.sql
7961_UPGRADE_PRE_DIMENSION.sql
7961_UPGRADE_POST_SCRIPT.sql
Check the log files for the ddl_7961.ctl and Upgrade_7961.ctl scripts, which you ran using the DDLimp command, to determine whether any of the runs failed.
If you did not detect any errors or failures in the steps above, then the data migration was successful.
Note:
Ignore any error messages that indicate tables or indexes could not be dropped from the database. These error messages are displayed when the specified objects do not exist in the database. This can occur because each source system container holds a subset of all data warehouse tablesThis section contains the following procedures:
Section 3.17.1, "Upgrading the Data Warehouse Schema to Version 7.9.6.2"
Section 3.17.2, "Migrating Data into the Upgraded Data Warehouse"
Follow this procedure to upgrade the data warehouse schema to version 7.9.6.2.
To upgrade the data warehouse schema to version 7.9.6.2
Generate the scripts to drop and create indexes. For instructions, see Section C.1, "Generating Scripts to Drop and Create Indexes."
Run the script to drop all indexes. For instructions, see Section C.2, "Running the Script to Drop All Indexes."
If you are using a SQL Server database, run the 7962_UPGRADE_PRE_UPG_CTL_SCRIPT.sql file. This file is located in OracleBI\dwrep\Upgrade\DbScripts\SQLServer.
Run the UPGRADE_7962.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Run the 7962_UPGRADE_PRE_CTL_SCRIPT.sql. This file is located in OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Run the ddl_7962.ctl script. For instructions, see Appendix F, "Using the DDLimp Utility to Run CTL Files."
Follow this procedure to migrate data into the upgraded data warehouse.
To migrate data into the upgraded data warehouse
Run the 7962_UPGRADE_PRE_DIMENSION_SCRIPT.sql script. This file is located in OracleBI\dwrep\Upgrade\DbScripts\<database type>.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the Upgrade repository. For instructions, see Section E.2, "Running the reset_infa_seq_gen.bat File on the Upgrade Informatica Repository."
Configure the Informatica parameter file 7962_UPG_PARAMS.txt. For instructions, see Appendix A, "Setting Parameters in 7962_UPG_PARAMS.txt."
Run the script to create ETL indexes. For instructions, see Section C.3, "Running the Scripts to Create ETL and Query Indexes."
In Informatica Workflow Manager, navigate to the folder UPGRADE_7961_to_7962_SBL and execute the first the UPGRADE_DIMENSIONS workflow and then the UPGRADE_FACTS workflow.
Use the reset_infa_seq_gen.bat script to initialize the Informatica sequence generator for incremental runs on the base Informatica Repository (for example, Oracle_BI_DW_Base.rep). For instructions, see Section E.1, "Running the reset_infa_seq_gen.bat File on the Base Informatica Repository."
Run the script to create Query indexes. For instructions, see Section C.3, "Running the Scripts to Create ETL and Query Indexes."
Follow this procedure to verify that the data was migrated successfully into the upgraded data warehouse.
To verify the data migrated successfully
Check whether any of the Informatica mapping log files stored in the <PowerCenter_Installation_Directory>\server\infa_shared\Sesslogs directory indicates errors or failures.
Check whether the following scripts that you ran in the SQL client of the database failed or errored out while executing:
dropallindexes.sql
7962_UPGRADE_PRE_CTL_SCRIPT.sql
7962_UPGRADE_PRE_DIMENSION.sql
createETLIndexes.sql
createQueryIndexes.sql
Check the log files for the ddl_7962.ctl and Upgrade_7962.ctl scripts, which you ran using the DDLimp command, to determine whether any of the runs failed.
If you did not detect any errors or failures in the steps above, then the data migration was successful.
Note:
Ignore any error messages that indicate tables or indexes could not be dropped from the database. These error messages are displayed when the specified objects do not exist in the database. This can occur because each source system container holds a subset of all data warehouse tables.If the data migration was successful, drop the tables that were created during the upgrade process, such as W_xxxx_x_79x, LKP_xxxx_x and 79x_xxxx_TMP.
This step frees the space occupied by these backup tables.
Once the data migration steps above are complete, you can delete the Upgrade repository to avoid any accidental use or confusion.
In the Informatica PowerCenter Administration Console, select the Upgrade repository service.
In the General Properties area of the Properties tab, click Edit.
Make sure the operating mode of the repository service is set to Exclusive.
Click OK.
Choose Actions, and then click Delete Contents.
In the Delete contents for <repository name> dialog, enter the repository username and password (for example, Administrator/Administrator), then click OK.
This process merges your customizations of a prior release of the Siebel Analytics repository with the new version of the Oracle BI repository. Before you begin this process, make sure you have backed up and renamed your existing repository.
To upgrade the repository, perform the following tasks:
Section 3.18.1, "Preparing for the Oracle BI Repository Upgrade"
Section 3.18.3, "Comparing the Siebel Analytics and Oracle BI Repositories"
Section 3.18.4, "Merging the Siebel Analytics and Oracle BI Repositories"
Section 3.18.5, "Regression Testing the Oracle BI Repository Merge"
The tasks in this section refer to multiple versions of the Siebel Analytics and Oracle BI repositories. Table 3-1 provides the names and descriptions of the repositories used in the examples in this section.
Table 3-1 Names of Analytics Repositories used in Examples
| Name of Repository | Description |
|---|---|
|
SiebelAnalytics_7x.rpd |
The standard Siebel Analytics repository for the version you are upgrading from. This repository is referred to as the "original" repository in the examples in this section. Note: Standard repositories from previous releases are available in the folder \OracleBI\Upgrade. |
|
OracleBIAnalyticsApps.rpd |
The standard Oracle BI repository for the version you are upgrading to. |
|
Customer_SiebelAnalytics.rpd |
The Siebel Analytics repository that contains your customizations for the version you are upgrading from. |
|
Merged_Repository_OracleBI.rpd |
The Oracle BI repository that contains your customizations for the version you are upgrading to. |
Follow this procedure to prepare for the repository upgrade.
To prepare for the Analytics repository upgrade
Set up a directory for the merge process, such as \OracleBIUpgrade, and create the following subfolders:
Original
AfterEqualize
AfterMerge
AfterManualWork
AfterRegressions
Copy the original repository (for example, SiebelAnalytics_7x.rpd), the production repository (for example, Customer_SiebelAnalytics.rpd, and the repository from the latest installation (for example, OracleBIAnalyticsApps.rpd) into the folder \OracleBIUpgrade\Original.
If, in your current environment, you are running Siebel Analytics for one or more modules using a Siebel Analytics repository in which you extracted the corresponding projects for the modules from the standard Siebel Analytics repository file you received from the previous release, you need to extract the same projects from the SiebelAnalytics_7x.rpd file and use this as your original repository. (If you have the original repository that you extracted during the last upgrade, you can use it as the original repository file.) This will prevent you from losing any new metadata you would like to add in this upgrade.
Also, if you customized the Siebel Analytics repository by trimming a large number of objects and you would like to get those objects back during the current upgrade, you need to trim the SiebelAnalytics_7x.rpd file in the same way and use the modified version as the original repository file. This will prevent you from losing any new metadata you would like to add in this upgrade.
The Merge feature in the Administration Tool relies on a change detection algorithm to determine the changes that need to be made to upgrade repositories correctly. For the algorithm to work correctly, it has to determine which objects in the three repositories (for example, SiebelAnalytics_7x.rpd, OracleBIAnalyticsApps.rpd, and Customer_SiebelAnalytics.rpd) are equivalent.
The point of this step is to determine for every object in the OracleBIAnalyticsApps.rpd and the Customer_SiebelAnalytics.rpd whether it is coming from the SiebelAnalytics_7x.rpd.
Equivalence between objects is established using the Administration Tool's Equalize feature. The file that you specify in the Output option (-O) is the only file that is modified during the equalization process.
The Equalize feature has several mechanisms for determining whether an object in two different repositories is semantically the same:
Fully Qualified Name. If an object in one repository has the same fully qualified name as another object of the same class in another repository, then the two objects are declared equal.
Simple String Substitution. Equivalence can be declared between two objects of the same class in two repositories whose only difference is that some key characters in their names differ. The equalizerpds executable file ignores those characters while checking fully qualified names. For example, "Core"."W_DAY_D" might be considered equivalent to "Core"."W DAY D" if the characters "_" and " " have been declared as equivalent.
Rename File. When none of the preceding rules are applicable, equivalence can be manually declared using a script as input to the equalizerpds executable file. Oracle ships the rename files (MAP) for the major releases. The files are located in the OracleBI\Upgrade folder. You can also create your own rename files for customizations not covered in the files that Oracle ships. You can open and edit the rename files in Microsoft Excel.
Table 3-2 provides a list of the available MAP files and the Siebel Analytics or Oracle BI Applications release version associated with the file.
Table 3-2 Rename MAP Files to Be Used for Various Releases
| Siebel Analytics / Oracle Business Intelligence Applications Release Version (Upgrading from DW Version) | Rename MAP File to Be Used |
|---|---|
|
Siebel Business Analytics Applications 7.0.x |
Not available |
|
Siebel Business Analytics Applications 7.5.x |
Not available |
|
Siebel Business Analytics Applications 7.7.x (with Siebel CRM OLTP Pre-7.7.0) |
Rename77-7962.map |
|
Siebel Business Analytics Applications 7.7.x (with Siebel CRM OLTP 7.7.0) |
Rename771-7962.map |
|
Siebel Business Analytics Applications 7.8.2 and all 7.8.x versions before this release |
Rename782-7962.map |
|
Siebel Business Analytics Applications 7.8.3 and all 7.8.x versions after this release |
Rename783-7962.map |
|
Oracle BI Applications 7.9.0 |
Rename79x-7962.map |
|
Oracle BI Applications 7.9.1 |
Rename79x-7962.map |
|
Oracle BI Applications 7.9.2 |
Rename79x-7962.map |
|
Oracle BI Applications 7.9.3 |
Rename793to7962.map |
|
Oracle BI Applications 7.9.4 |
Rename794to7962.map |
|
Oracle BI Applications 7.9.5 |
Rename79x-7962.map |
|
Oracle BI Applications 7.9.5.1 |
Rename7951to7962.map |
|
Oracle BI Applications 7.9.5.2 |
Rename7951to7962.map |
|
Oracle BI Applications 7.9.6 |
Rename79x-7962.map |
|
Oracle BI Applications 7.9.6.2 |
Not available |
The syntax of the equalizerpds command is as follows:
equalizerpds.exe -A userid1 [-B [password1]] -C base_repository_name -D userid2 [-E [password2]] -F repository2_name [-J udml_utf8_file_name_equalization] [-O ouput_repository_name] [-X] [-Y equalStringSet] -X Treat 'Factxxxx' as 'Fact' in Business Model. -Y Treat the characters as equals. /? Display this usage information and exit.
To equalize a repository
Copy the appropriate MAP file from the OracleBI\Upgrade folder into the folder where you will execute equalizerpds.exe, for example, \OracleBIUpgrade\Original.
Run equalizerpds.exe to equalize the repository from the latest installation (for example, OracleBIAnalyticsApps.rpd) with the original repository (for example, SiebelAnalytics_7x.rpd). An example of the equalizerpds command is as follows:
equalizerpds -A Administrator -B SADMIN -C \\OracleBIUpgrade\Original\SiebelAnalytics_7x.rpd -D Administrator -E SADMIN -F \\OracleBIUpgrade\Original\OracleBIAnalyticsApps.rpd -O \\OracleBIAnalyticsUpgrade\AfterEqualize\OracleBIAnalyticsApps.rpd -X -J rename7x-79.map
The MAP files are located in the \OracleBI\Upgrade folder.
If the equalizerpds.exe executable file runs correctly, no errors are returned.
Run equalizerpds.exe to equalize your customized repository (for example, Customer_SiebelAnalytics.rpd) with the original repository (for example, SiebelAnalytics_7x.rpd). An example of the equalizerpds command is as follows:
equalizerpds -A Administrator -B SADMIN -C \\OracleBIUpgrade\Original\SiebelAnalytics_7x.rpd -D Administrator -E SADMIN -F \\OracleBIUpgrade\Original\Customer_SiebelAnalytics.rpd -O \\OracleBIUpgrade\AfterEqualize\Customer_OracleBIAnalyticsApps.rpd
The execution of equalizerpds that equalizes the customer repository with the original repository does not use the rename file.
Make sure that the original repository is copied unchanged into its new location so that after running the script, all three repositories are contained within the \OracleBIUpgrade\AfterEqualize directory.
To verify the process completed successfully, compare the size of the repositories. The output repository (-O) should be close to the same size as the repository you equalized (-F).
Follow this procedure to compare your existing repository with the new version to which you are upgrading.
To compare the repositories
Use the Administration Tool's Compare Repositories feature to analyze the differences between your existing repository and the new version of the repository to which you are upgrading. Note where elements have been created, removed, or changed in the new version. Consider whether you can use the new metadata and retire customizations you made in the existing repository.
For instructions on how to use the Administration Tool's Compare Repositories feature, see Oracle Business Intelligence Server Administration Guide.
In this procedure, you execute the main algorithm to upgrade the repository. For more information on merging the repositories, see Oracle Business Intelligence Server Administration Guide.
To merge versions of the repositories
Copy the three repositories (for example, SiebelAnalytics_7x.rpd, OracleBIAnalyticsApps.rpd, and Customer_SiebelAnalytics.rpd) to the AfterMerge folder.
Open the repository from the latest installation (for example, OracleBIAnalyticsApps.rpd) in the \OracleBIUpgrade\AfterMerge folder.
Save the repository with a new name, for example, Merged_Repository_OracleBIAnalyticsApps.rpd.
This new repository will contain the final results of the upgrade.
From the Administration Tool menu bar, select File, then select Merge.
In the Select Original Repository dialog box, select the original repository (for example, SiebelAnalytics_7x.rpd).
Enter the password, and click OK.
Click Select for the Modified Repository field.
In the Select Modified Repository dialog box, select the repository that contains the customizations you made to the previous version of the Analytics repository.
Click Open, type the password, and then click OK.
In the Decision drop-down list, select the action you want to take regarding the repository change, or accept the default action.
To locate subsequent rows with empty Decision fields, click the Decision header cell.
When all rows have a value in the Decision field, the Merge button is enabled.
Click Merge.
This process can take up to 40 minutes, depending on the size of the repositories you are working with. A message will alert you when the merge is complete.
Click Yes when asked if you want to run a consistency check.
The number of errors returned by the consistency check is an indication of how successful the merge process was. If you receive many errors, for example, over 300, you should analyze the reason for the errors. If the merge process failed to recognize that two objects are the same, you may need to edit the rename file if the object is in the Current repository, or add your own rename file if you have renamed many of the objects and the upgrade engine failed to relate them to the original objects.
You also may need to change the actions you selected in the Decision drop-down list before rerunning the merge. This could save you time by reducing the number of errors that you will need to fix manually.
Once you are satisfied with the results of the merge, you should fix the remaining errors manually. It is important that you fix all errors before moving on to the next step. This repository serves as the input for the next stage.
You should also check that all of your customized objects are present and that no duplicate physical tables were introduced. To check for duplicate tables, search for physical tables using a query such as:
where name like '*#1'
Copy the repository to the folder \OracleBIUpgrade\AfterManualWork.
In performing a regression test for the repository merge, the objective is to collect a set of logical SQL statements that are used for reports and to verify that they continue to work with the new metadata. For this purpose, it is recommended that you perform the following procedure.
To perform regression testing
Run the reports that are necessary to include in the regression suite. These reports might be a subset of the reports in the Presentation Catalog.
Collect the logical SQL generated in the previous step. You can do this using Usage Tracking or by parsing the query log file.
For information about Usage Tracking, see Oracle Business Intelligence Server Administration Guide.
Execute the logical SQL against the old repository using the command line utility nQCmd.exe located in \OracleBI\server\bin, and save the results to a file.
For information about the nQCmd.exe utility, see Oracle Business Intelligence Server Administration Guide.
Edit the logical SQL test scripts to account for the name changes or modifications resulting from the upgrade.
Execute the edited logical SQL against the merged repository, and save the results.
Compare the results from the steps above and try to explain the differences. If it is determined that these differences are due to the upgrade process, then you have to correct them manually.
This repository now contains the merged content from the new OracleBIAnalyticsApps.rpd and the production repository.
You will need to upgrade your current Oracle BI Presentation Catalog if your organization:
Has prebuilt applications already installed, and
Has customized the current Oracle BI Presentation Catalog
If you made no changes to the previous Presentation Catalog distributed with previous versions of prebuilt applications, you do not need to upgrade the catalog. You can begin using the newer version of the catalog.
This process includes the following tasks:
Section 3.19.2, "Upgrading the Oracle BI Presentation Catalog to a Newer Version"
Section 3.19.3, "Testing the Results of the Presentation Catalog Upgrade"
Caution:
In releases of Oracle BI Applications previous to 7.9, the Presentation Catalog (formerly known as the Siebel Analytics Web Catalog) was stored in a single file rather than in a directory structure of individual files. If you have a previous version of the Presentation Catalog, you will need to convert it to the new format. For more information about how to convert the Presentation Catalog to the new format, see the Oracle Business Intelligence Infrastructure Upgrade GuideBefore you upgrade and merge your current Presentation Catalog with the new Presentation Catalog, determine which of the existing content you want to keep and which new content you want to incorporate. Review your existing Presentation Catalog and determine the usage patterns of reports and dashboards. Note that some of the preconfigured content in the existing catalog may appear in the new version in a redesigned format. In addition, the new version includes completely new content. After you have decided the content that is to make up your enterprise Presentation Catalog, trim the input catalogs using the Catalog Manager. For information on trimming catalogs, see Oracle Business Intelligence Presentation Services Administration Guide.
The Presentation Catalog upgrade process makes use of three catalogs:
The original Presentation Catalog. This is the unmodified Presentation Catalog that you received with the Oracle BI Applications release that you are upgrading from.
The new Presentation Catalog. This is the Presentation Catalog that is installed in the OracleBIData\web\catalog folder with the installation of Oracle BI Applications.
The current Presentation Catalog. This is the Presentation Catalog currently in use at your organization.
You use Catalog Manager for this upgrade process. Catalog Manager compares the content in both the Current Presentation Catalog and the Modified Presentation Catalog with the content in the Original Presentation Catalog, merges any changes into the Current Presentation Catalog, and produces a list of upgrade differences, which you must resolve by indicating how you want the differences handled. If the catalogs have conflicting content, you can choose which catalog the content should be taken from. The end result is a merged Presentation Catalog that contains the site-specific changes, as well as new metadata.
To upgrade your Presentation Catalog to a newer version
Make a backup copy of the current Presentation Catalog, rename the folder <catalogname>_old, and move it to a temporary location.
Copy the original Presentation Catalog into the folder that holds your current Presentation Catalog and rename it <catalogname>_Original.
Start Catalog Manager and open the new Presentation Catalog in offline mode.
Select Tools, then select Upgrade Catalog.
In the original Presentation Catalog field, browse to locate the original Presentation Catalog.
In the Current Presentation Catalog field, browse to locate your current Web Catalog, <catalogname>_old.
Click OK.
Resolve any upgrade differences as follows:
Review each unresolved difference in the Unresolved differences list.
For each unresolved difference, select the version that you want to keep.
Click OK.
The log file SiebelAnalyticsMigrationLog.txt holds information about the merge process. This log file is written to \OracleBI\web\catalogmanager. If you get an error logged in the file, this means that the path in question had a problem that did not allow the merge mechanism to resolve the merge. No action was taken. To merge that particular item, go into your original Presentation Catalog and merge it manually.
Review the upgraded Presentation Catalog, and, if necessary, set permissions for objects.
Save the new Presentation Catalog.
Note:
Before you perform this step, you must first migrate the data into the upgraded data warehouse.The Presentation Catalog upgrade functionality does not automatically carry over object permissions; therefore, you should review the Presentation Catalog object permissions before you perform this step.
This step ensures that the upgraded reports and the new preconfigured reports are functional and render correct results within the new, merged Presentation Catalog. This step is typically performed by visually inspecting the final results of the complete end-to-end upgrade process.
For upgraded reports, the preferred approach for comparison purposes is to have side-by-side environments, and have users review specific dashboard content between the two environments. Examine not only the look and feel of the application but also the data contained in the reports to make sure the content remains the same. It is recommended that you request users to use various elements of the user interface to validate results, such as global prompts, column selectors, report filters, drills, and navigations, as they normally do on a day-to-day basis.
Also review the overall visibility and administrative settings in the new Presentation Catalog to ensure they are correct. Pay careful attention to the visibility rules that are established for any content that was migrated during the upgrade. You might have to manually adjust these settings.
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