5 Oracle Data Profiling and Oracle Data Quality Upgrade Overview

This chapter provides a high-level overview of the Oracle Data Profiling and Oracle Data Quality for Oracle Data Integrator upgrade process. The Oracle Data Profiling and Oracle Data Quality for Data Integrator components are also referred to as Oracle Data Quality Products.

5.1 Steps in the Oracle Data Profiling and Data Quality Upgrade Process

Table 5-1 describes each of the steps in the upgrade process. The table also provides information on where to go to get more information on each step in the process.

Table 5-1 Table Describing the Steps in the Oracle Data Profiling and Data Quality Upgrade Process

Step Description More Information

Install and Configure Oracle Data Integrator 11g

In 11g Oracle Data Integrator and the Oracle Data Quality products are installed and configured separately.

For installation steps, refer to Oracle Fusion Middleware Installation Guide for Oracle Data Integrator

Understand the Oracle Data Profiling and Oracle Data Quality Upgrade Starting Points

Before you upgrade the Oracle Data Profiling and Oracle Data Quality components for Oracle Data Integrator, ensure that your environment meets the installation and configuration requirements.

See Section 7.1.1, "Understand the Supported Upgrade Starting Points".

Backup the Repository

Oracle recommends that you create a backup copy of the entire Oracle Data Quality Products Repository before performing the upgrade

See Section 7.1.2, "Backup the Existing Repository".

Install Oracle Data Profiling and Quality 11g

Use the Oracle Installer to install Oracle Data Profiling and Quality. Do not create any metabases until the upgrade has completed successfully.

See Section 7.1.3, "Install Oracle Data Profiling and Oracle Data Quality for Data Integrator".

If the Oracle Data Quality 11g repository is not installed on the same server as Oracle Data Quality installation, copy the entire repository directory to the new Oracle Data Quality installation.

If your Oracle Data Quality installation is on a different server than your previous installation, you must copy the entire existing repository directory (including all subdirectories) to a temporary location on the Oracle Data Quality server. You can delete this temporary directory after you complete the migration task.

See Section 7.1.4, "Copy the Existing Repository to the Oracle Data Quality Server".

Remove any user-defined metabases, users, or loader connections from the 11g repository

The 11g target repository must not contain any user-defined metabases, users, or loader connections.

Although the upgrade process alerts you if any of these items exist, it is recommended that you check the repository before beginning the upgrade process.

See Section 7.1.5, "Remove User-Defined Metabases and Users".

Upgrade the Metabase Repository

Run the Oracle Data Profiling and Quality upgrade executables after all of the pre-upgrade tasks have been completed.

Section 7.2, "Oracle Data Quality Upgrade Instructions"

Perform any required post-upgrade configurations.

You may need to reapply custom settings and reconnect to your metabases after the upgrade.

Section 8.1, "Update Metabase Connections"

Validate the Upgrade Process

Validate that the metabases and loader connections are available in the Control Admin panel.

Section 8.2, "Validate the Upgrade Operation"