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Oracle® Fusion Middleware Configuration Guide for Oracle Business Intelligence Discoverer
11g Release 1 (11.1.1)

Part Number B40107-08
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B Upgrading from Earlier Versions of Discoverer

This appendix describes how to upgrade from earlier versions of Discoverer and contains the following topics:

Read this appendix with Chapter 24 of the Oracle Fusion Middleware Administrator's Guide for Oracle Business Intelligence Discoverer.

B.1 About upgrading from Discoverer Version 10.1.2.x to Version 11.1.1

You can upgrade an existing Discoverer installation to Discoverer Version 11.1.1 only if the current Discoverer installation is Version 10.1.2.x. For example, you can upgrade from Version 10.1.2.0.0, Version 10.1.2.1, and Version 10.1.2.2. To upgrade from Discoverer Version 10.1.2.x to Version 11.1.1, use the Upgrade Assistant, as described in the Oracle Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer.

The Upgrade Assistant performs the following tasks for Discoverer:

If you want to upgrade from versions lower than 10.1.2.x, then you must first upgrade to a 10.1.2.x version. For convenience, Section B.2, "About upgrading to Discoverer Version 10.1.2.1 from earlier versions" provides instructions for upgrading to Version 10.1.2.1 from earlier versions of Discoverer. Having upgraded to Version 10.1.2.1, you can then follow the instructions in this section to upgrade to Version 11.1.1

B.2 About upgrading to Discoverer Version 10.1.2.1 from earlier versions

Before you can upgrade to Discoverer Version 11.1.1, you must upgrade to Version 10.1.2.1. You can upgrade from earlier versions of Discoverer to Version 10.1.2.1, as described in the following sections:

B.2.1 About using the OracleAS Upgrade Assistant for Version 10.1.2.1

The OracleAS Upgrade Assistant upgrades an Oracle Business Intelligence middle tier from Discoverer Version 9.0.2. or 9.0.4. to Discoverer Version 10.1.2.1 (BI and Forms type installation). For more information, see Section B.2.3, "About upgrading from Discoverer Version 9.0.2/9.0.4 to Version 10.1.2.1".

The OracleAS Upgrade Assistant does not upgrade from OracleAS Version 1.0.2.2 (Discoverer 4i) to Discoverer Version 10.1.2.1. You must manually upgrade the Discoverer 4i middle tier (for more information, see Section B.2.5, "How to upgrade from Discoverer Release 4.1 to Version 10.1.2.1").

B.2.2 Upgrade summary for Version 10.1.2.1

The table below summarizes the upgrade steps required from different Discoverer versions and types of installation.

Table B-1 Discoverer Version 10.1.2.1 upgrade summary

Upgrade From Upgrade To Summary steps

Discoverer Version 9.0.4 or 9.0.2 (Business Intelligence and Forms)

Discoverer Version 10.1.2.1 Business Intelligence and Forms type installation

Use the OracleAS Upgrade Assistant to upgrade the Discoverer settings. Use Discoverer Administrator to upgrade the End User Layer.

For background information, see Section B.2.3, "About upgrading from Discoverer Version 9.0.2/9.0.4 to Version 10.1.2.1".

For detailed upgrade steps, see Section B.2.4, "How to upgrade from Discoverer Version 9.0.2/9.0.4 to Version 10.1.2.1".

Discoverer Version 9.0.4 or 9.0.2 (Business Intelligence and Forms)

Discoverer Version 10.1.2.1 standalone type installation

NOT SUPPORTED

Discoverer Release 4.1 (OracleAS Release 1.0.2.2)

Discoverer Version 10.1.2.1 Business Intelligence and Forms type installation

Manually upgrade the Discoverer settings. Use Discoverer Administrator to upgrade the End User Layer.

For more information, see Section B.2.5, "How to upgrade from Discoverer Release 4.1 to Version 10.1.2.1".

Discoverer Release 4.1 (OracleAS Release 1.0.2.2)

Discoverer Version 10.1.2.1 standalone type installation

NOT SUPPORTED


B.2.3 About upgrading from Discoverer Version 9.0.2/9.0.4 to Version 10.1.2.1

You can upgrade from an OracleAS Business Intelligence and Forms Version 9.0.2/9.0.4 installation to an Oracle Business Intelligence and Forms Version 10.1.2.1 installation of Discoverer.

For detailed upgrade steps, see Section B.2.4, "How to upgrade from Discoverer Version 9.0.2/9.0.4 to Version 10.1.2.1".

Notes

To continue using Discoverer portlets that were created with OracleAS Portal 9.0.4, do one of the following.

B.2.4 How to upgrade from Discoverer Version 9.0.2/9.0.4 to Version 10.1.2.1

This section explains how to upgrade from an OracleAS Business Intelligence and Forms Version 9.0.2. or 9.0.4 installation to an Oracle BI and Forms Version 10.1.2.1 type installation of Discoverer.

Note: Upgrading from Discoverer Version 9.0.2. or 9.0.4 to a Discoverer Version 10.1.2.1 standalone type installation is not supported.

To upgrade from Oracle Application Server 10g (Version 9.0.2/9.0.4) to Oracle BI Version 10.1.2.1, perform the following steps:

  1. Use Discoverer Administrator Version 10.1.2.1 to upgrade the End User Layer (EUL) to Version 5.1.

    For more information, see Oracle Fusion Middleware Administrator's Guide for Oracle Business Intelligence Discoverer.

  2. Install Oracle Business Intelligence Version 10.1.2.1 into a new Oracle Home directory.

  3. Use OracleAS Upgrade Assistant to upgrade the Discoverer middle tier to the new version (for more information, see Oracle Application Server Upgrade and Compatibility Guide).

    OracleAS Upgrade Assistant upgrades Discoverer registry settings, configuration settings, and preferences.

  4. To continue using Discoverer portlets that were created with OracleAS Portal 9.0.4, do one of the following.

Note: Before you begin the upgrade process, confirm that the Oracle BI installation was successful (for more information, see Section 1.5, "How to confirm an Oracle BI Discoverer installation").

B.2.5 How to upgrade from Discoverer Release 4.1 to Version 10.1.2.1

To upgrade from OracleAS Release 1 (1.0.2.2) to Oracle BI Version 10.1.2.1, perform the following steps:

  1. Use Discoverer Administrator Version 10.1.2.1 to upgrade the End User Layer (EUL) to Version 5.1.

    For more information, see Oracle Fusion Middleware Administrator's Guide for Oracle Business Intelligence Discoverer.

  2. Install Oracle Business Intelligence Version 10.1.2.1 into a new Oracle home directory.

  3. Use Oracle Application Server Control to re-do any customizations that you had in the earlier version of Discoverer. For example, you might have changed the look and feel (LAF) for Discoverer Plus Relational or the logo in Discoverer Viewer. For more information about customizing Discoverer, see Chapter 8, "Customizing Discoverer Look and Feel."

    Note: Discoverer only supports customizations made using the Discoverer customization pages in Oracle Application Server Control.

  4. Upgrade the preferences (for more information, see Section B.2.5.1, "Upgrading preferences to Version 10.1.2.1").

  5. Update the Discoverer URLs (for more information, see Section B.2.5.2, "Updating URL references for Version 10.1.2.1").

B.2.5.1 Upgrading preferences to Version 10.1.2.1

This section explains how to upgrade Discoverer preferences from a Discoverer Release 4.1 Oracle Home to an Oracle Business Intelligence Discoverer Version 10.1.2.1 Oracle Home.

Notes

  • The instructions in this section assume the following:

    • OracleAS Release 1 (1.0.2.2) is installed into <ORACLE_HOME_1>

    • Discoverer Version 10.1.2.1 is installed into <ORACLE_HOME_2>

B.2.5.1.1 How to upgrade preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2.1 on UNIX

To upgrade preferences from Discoverer Release 4.1 Oracle Home to Discoverer Version 10.1.2.1 Oracle Home, perform the following steps:

  1. Make backup copies of both the 4.1 .reg_key.dc file and the 10.1.2.1 .reg_key.dc file.

  2. Copy the Discoverer 4.1 .reg_key.dc file (from the location specified by the DC_REG environment variable) to the location specified for the .reg_key.dc file in Section A.1, "Discoverer file locations" in the Version 10.1.2.1 Oracle Home.

    You copy the 4.1 .reg_key.dc file over the default 10.1.2.1 .reg_key.dc file.

    Tip: To determine the location of the .reg_key.dc file in Discoverer Release 4.1, look in the discwb.sh file in ORACLE_HOME/<installation>/discwb4.

  3. Type the following at a command prompt:.

    > <ORACLE_HOME_2>/discoverer/util/dis51pr -migrate -from 102
    

    Although you have now migrated preferences from 4.1 to 10.1.2.1, the 10.1.2.1 pref.txt file might be out of sync with the 10.1.2.1 .reg_key.dc file. You should not run applypreferences.sh because it resets all the preferences in pref.txt in the .reg_key.dc file to the default values. To change preference values, use dis51pr -setpref as documented in Section 9.5, "How to set individual preferences for specific users".

B.2.5.1.2 How to upgrade preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2.1 on Microsoft Windows

If you are upgrading from one Oracle Home to another on the same computer running Microsoft Windows, then perform the following steps to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2.1:

  1. Type the following at a command prompt:

    > <ORACLE_HOME_2>\discoverer\util\dis51pr.exe -migrate -from 102
    

    This command copies all preferences from the Windows registry to a file called .reg_key.dc in the Version 10.1.2.1 Oracle Home directory.

If you are upgrading from one computer to another computer running Windows, perform the following steps to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2.1:

  1. On the machine where Discoverer Release 4.1 is installed:

    1. From the Windows Start menu, select Run.

    2. In the Run window, type regedit and press [Enter].

    3. In the Registry Editor, open the HKEY_LOCAL_MACHINE\Software\Oracle\WebDisco4 registry key.

    4. Choose Registry | Export Registry File to export the registry key to a file.

    5. Specify a name for the registry export file (for example, disco41prefs.reg).

  2. Copy the registry export file from the machine where Discoverer Release 4.1 is installed to the machine where Discoverer Version 10.1.2.1 is installed.

  3. On the machine where Discoverer Version 10.1.2.1 is installed:

    1. From the Windows Start menu, select Run.

    2. In the Run window, type regedit and press [Enter].In the Registry Editor, Registry | Import Registry File.

    3. Specify the name of the registry export file to import (for example, disco41prefs.reg).

  4. Upgrade the preferences by typing the following at a command prompt:

    > <ORACLE_HOME_2>\discoverer\util\dis51pr.exe -migrate -from 102
    

    Although you have now migrated preferences from Release 4.1 to Version 10.1.2.1, the 10.1.2.1 pref.txt file might be out of sync with the 10.1.2.1 .reg_key.dc file. You should not run applypreferences.sh because it resets all the preferences in pref.txt in the .reg_key.dc file to the default values. To change preference values, use dis51pr -setpref, as described in Section 9.5, "How to set individual preferences for specific users".

B.2.5.2 Updating URL references for Version 10.1.2.1

Discoverer Viewer and Discoverer Plus URL references have changed between Discoverer Release 4.1 and Discoverer Version 10.1.2.1. These changes include (but are not limited to) links within the Web site and client bookmarks. You must manually replace all occurrences of old URLs with the new URLs, using the table below as a guide:

For example, if Discoverer end users have a link to http://hostname/Discwb4/html/english/ms_ie/start_ie.htm in their browser Favorites, they must change their Favorites entry to http://hostname/discoverer/plus.

Table B-2 Table showing URLs for Release 4.1 and for Version 10.1.2.1

Release 4.1 URL Version 10.1.2.1 URL

http://hostname/Discwb4/html/english/ms_ie/start_ie.htm

or

http://hostname/Discwb4/html/english/netscape/start_nn.htm

http://hostname/discoverer/plus

http://hostname/Discoverer4i/Viewer

http://hostname/discoverer/viewer


B.2.6 How to migrate Oracle Applications private connections created in earlier versions of Discoverer to make them available in Version 10.1.2.1

Before you can make Oracle Applications private connections (created in earlier versions of Discoverer) available in Discoverer Version 10.1.2.1, you must migrate all existing private connections by running the migratediscoconnection tool.

To migrate Oracle Applications private connections created in earlier versions of Discoverer to make them available in Version 10.1.2.1, perform the following steps:

  1. Navigate to the directory that contains the migratediscoconnection tool on the middle tier machine, as described in the following list:

    On UNIX: <ORACLE_HOME>/discoverer/util

    On Windows: <ORACLE_HOME>\discoverer\util

  2. Run the migratediscoconnection tool.

    For example, on Windows, double click the migratediscoconnection.bat file in Windows Explorer to run the migratediscoconnection tool.

    When you run the migratediscoconnection tool you must enter the Discoverer middle-tier administrator username and password.

    If you do not know the Discoverer middle tier administrator username and password, ask the Fusion Middleware middle tier administrator.

  3. Install Discoverer Version 10.1.2.1 (if it is not installed).

B.2.7 How to upgrade a Version 9.0.4 metadata repository to work with Discoverer Portlet Provider Version 10.1.2.1 and Oracle Portal Version 10.1.2.1

Oracle BI Discoverer Portlet Provider Version 10.1.2.1 can be used with either Oracle Portal Version 10.1.2.1 or Oracle Portal 9.0.4. For information on using Oracle BI Discoverer Portlet Provider with Oracle Portal Version 10.1.2.1, see Oracle Fusion Middleware Guide to Publishing Oracle Business Intelligence Discoverer Portlets.

This section provides instructions on how to use Oracle BI Discoverer Portlet Provider Version 10.1.2.1 with Oracle Portal 9.0.4.

If you want to use Oracle BI Discoverer Portlet Provider Version 10.1.2.1 with Oracle Portal 9.0.4, you must upgrade only the Oracle BI Discoverer part of the Version 9.0.4 MDS Repository (MR) using the upgradeMR script as described in this section.

Using the upgradeMR script to upgrade just the Oracle BI Discoverer part of the MR allows Oracle Portal to continue to work against the MR. In other words, you need not upgrade your Oracle Portal instance to Version 10.1.2.1.

If you use the MDS Repository Upgrade Assistant Version 10.1.2.1 to update an MDS Repository from Version 9.0.4 to Version 10.1.2.1, you also upgrade the Oracle Portal 9.0.4 schema to Version 10.1.2.1. As a result, Oracle Portal 9.0.4 no longer works against the MR. Do not use the MDS Repository Upgrade Assistant Version 10.1.2.1 to upgrade the MDS Repository if you want to continue to use Oracle Portal 9.0.4.

To use Oracle BI Discoverer Portlet Provider Version 10.1.2.1 with Oracle Portal 9.0.4:

  1. Associate Oracle Business Intelligence with the OracleAS Infrastructure that is associated with the Oracle Portal that you want to use

  2. Upgrade the Oracle BI Discoverer part of the MDS Repository (for more information, see Section B.2.7.1, "How to upgrade just the Oracle BI Discoverer part of a Metadata Repository to Version 10.1.2.1").

  3. Do one of the following to register Oracle BI Discoverer Portlet Provider Version 10.1.2.1 with Oracle Portal 9.0.4:

    • If you have an existing Oracle BI Discoverer Portlet Provider Version 9.0.4 registered with Oracle Portal, then change the registration of the Oracle BI Discoverer Portlet Provider to use the URL of the Oracle BI Discoverer Portlet Provider Version 10.1.2.1.

      You must change the registration of Oracle BI Discoverer Portlet Provider to Oracle BI Discoverer Portlet Provider Version 10.1.2.1 because the Oracle BI Discoverer Portlet Provider Version 9.0.4 no longer works after the Discoverer part of the MR is upgraded to Version 10.1.2.1.

    • If you do not have an existing Oracle BI Discoverer Portlet Provider registered with Oracle Portal, register Oracle BI Discoverer Portlet Provider Version 10.1.2.1 with Oracle Portal.

    For more information about registering Discoverer Portlet Provider, see Oracle Fusion Middleware Guide to Publishing Oracle Business Intelligence Discoverer Portlets.

Notes

  • If you use Oracle BI Discoverer Portlet Provider Version 10.1.2.1 with Oracle Portal 9.0.4, then note that:

    • The color picker is not available. As a result you can only create gauges with the default colors.

    • The date picker is not available. As a result, when you specify refresh schedules for portlets using the Set Refresh Options page, you must enter the date as text in the 'First Refresh Date' field (for example, 25-JAN-2005).

B.2.7.1 How to upgrade just the Oracle BI Discoverer part of a Metadata Repository to Version 10.1.2.1

You upgrade just the Oracle BI Discoverer part of the MDS Repository Version 9.0.4 to work with Oracle BI Discoverer Portlet Provider Version 10.1.2.1 using the upgradeMR script.

To upgrade an MDS Repository Version 9.0.4 to work with Oracle BI Discoverer Portlet Provider Version 10.1.2.1, complete the following steps:

  1. Before running the script, ensure that the ORACLE_HOME environment variable is set to the Oracle BI Discoverer home directory.

  2. On the Oracle Business Intelligence machine, open a command prompt and run the upgradeMR script.

    The script is in one of the following locations:

    On UNIX: <ORACLE_HOME>/discoverer/util/upgradeMR.sh

    On Windows: <ORACLE_HOME>\discoverer\util\upgradeMR.bat

    For example, on a UNIX machine, enter the following command:

    upgradeMR.sh

    You are prompted to confirm that you want to upgrade the Oracle BI Discoverer schema in the MDS Repository to Version 10.1.2.1.

  3. Type y in response to the prompt.

    You are prompted to enter a user name and password.

  4. Enter the user name and password of the SYSTEM user on the database that has the MDS Repository.

Output from the script is displayed on the console and is also logged in the MRUpgrade.log file in the util directory. For example, on Solaris the log file is located in:
ORACLE_HOME/discoverer/util/MRUpgrade.log

Note: After you upgrade the Discoverer part of the Oracle Metadata Repository, you can use only Discoverer Portlet Provider Version 10.1.2.1. You can no longer use Discoverer Portlet Provider Version 9.0.4 with this Oracle Portal and OracleAS Infrastructure.