Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 What's New in This Release

• 1.1 What's New in Oracle BI Applications Release 7.9.6.4

2 Overview of Oracle BI Applications Upgrade

• 2.1 Supported Upgrade Paths
• 2.2 Why Upgrade to Oracle BI Applications Release 7.9.6.4?
  • 2.2.1 Upgrade Options
• 2.3 Considerations About Upgrading to Oracle BI Enterprise Edition 11g
• 2.4 Considerations About Upgrading Oracle BI Applications
• 2.5 Best Practices for Preparing to Upgrade
• 2.6 Major Stages of Oracle BI Applications Upgrade
  • 2.6.1 Sequence of Upgrade Stages
  • 2.6.2 Documentation Related to the Major Stages of the Upgrade Process

Part I Upgrading When Your Source System is Siebel CRM

3 Upgrading Siebel Analytics 7.5.x

• 3.1 Prerequisites for Upgrading Oracle BI Applications
• 3.2 Upgrading Oracle BI Infrastructure to Version 11g
• 3.3 Upgrading Oracle BI Applications
• 3.4 Upgrading to Informatica PowerCenter Version 9.0.1 Hotfix 2
• 3.5 Upgrading the Informatica Repository
• 3.6 Upgrading the Informatica Repository When You Are Already Running Informatica PowerCenter 9.1
• 3.7 Verifying Configurations for Informatica PowerCenter Version 9.0.1 Hotfix 2 to Work With Oracle BI Applications and DAC
• 3.8 Installing and Configuring DAC 11g
• 3.9 Overview of Upgrading the Data Warehouse Schema and Migrating Data
• 3.10 Upgrading the Data Warehouse Schema to Version 7.7 and Migrating Data
• 3.11 Upgrading the Data Warehouse Schema to Version 7.9.0
• 3.12 Importing New Schema Definitions into the Siebel Transactional Database
  • 3.12.1 Verifying the Siebel Transactional Database Upgrade
• 3.13 Migrating Data into the Data Warehouse Upgraded to Version 7.9.0
• 3.14 Upgrading the Data Warehouse Schema to Version 7.9.4 and Migrating Data
• 3.15 Upgrading the Data Warehouse Schema to Version 7.9.5 and Migrating Data
• 3.16 Upgrading the Data Warehouse Schema to Version 7.9.5.1
• 3.17 Upgrading the Data Warehouse Schema From Version 7.9.5.1 to 7.9.6.1 and Migrating Data
  • 3.17.1 Upgrading the Data Warehouse Schema From Version 7.9.5.1 to 7.9.6.1
  • 3.17.2 Migrating Data Into the Upgraded Data Warehouse
  • 3.17.3 Verifying the Data Migrated Successfully
• 3.18 Upgrading the Data Warehouse Schema From Version 7.9.6 to 7.9.6.1
  • 3.18.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
  • 3.18.2 Migrating Data into the Upgraded Data Warehouse
  • 3.18.3 Verifying the Data Migrated Successfully
• 3.19 Upgrading the Data Warehouse Schema From Version 7.9.6.1 to 7.9.6.2 and Migrating Data
  • 3.19.1 Upgrading the Data Warehouse Schema to Version 7.9.6.2
  • 3.19.2 Migrating Data into the Upgraded Data Warehouse
  • 3.19.3 Verifying the Data Migrated Successfully
• 3.20 Upgrading the Data Warehouse Schema From Version 7.9.6.2 to 7.9.6.3 and Migrating Data
  • 3.20.1 Upgrading the Data Warehouse Schema to Version 7.9.6.3
  • 3.20.2 Migrating Data Into the Upgraded Data Warehouse
  • 3.20.3 Verifying the Data Migrated Successfully
• 3.21 Upgrading the Data Warehouse Schema From Version 7.9.6.3 to 7.9.6.4 and Migrating Data
  • 3.21.1 Upgrading the Data Warehouse Schema to Version 7.9.6.4
  • 3.21.2 Migrating Data into the Upgraded Data Warehouse
  • 3.21.3 Verifying the Data Migrated Successfully
• 3.22 Localizing the Policy Store
• 3.23 Importing the Oracle BI Applications Version 7.9.6.4 LDIF File Into the Embedded LDAP Server
• 3.24 Upgrading the Siebel Analytics Repository and Web Catalog to the Oracle BI Enterprise Edition 11g Version
• 3.25 Merging Oracle BI Applications Version 7.9.6.4 Repository With Customer Repository
  • 3.25.1 Preparing for the Oracle BI Repository Upgrade
  • 3.25.2 Equalizing the Oracle BI Repositories
  • 3.25.3 Comparing the Oracle BI Repositories
  • 3.25.4 Merging the Oracle BI Repositories
• 3.26 Merging Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 3.26.1 Trimming the Input Presentation Catalog
  • 3.26.2 Merging the Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 3.26.3 Testing the Results of the Presentation Catalog Upgrade
• 3.27 Regression Testing the Oracle BI Repository Merge

4 Upgrading Siebel Business Analytics 7.7, 7.7.x and 7.8.x

• 4.1 Prerequisites for Upgrading Oracle BI Applications
• 4.2 Upgrading Oracle BI Infrastructure to Version 11g
• 4.3 Upgrading Oracle BI Applications
• 4.4 Upgrading to Informatica PowerCenter Version 9.0.1 Hotfix 2
• 4.5 Upgrading the Informatica Repository
• 4.6 Upgrading the Informatica Repository When You Are Already Running Informatica PowerCenter 9.1
• 4.7 Verifying Configurations for Informatica PowerCenter Version 9.0.1 Hotfix 2 to Work With Oracle BI Applications and DAC
• 4.8 Upgrading to and Configuring DAC Version 11g
  • 4.8.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 4.8.2 Configuring the DAC Client and Server to Work With Oracle BI Applications and Informatica
  • 4.8.3 Upgrading the DAC Repository
• 4.9 Overview of Upgrading the Data Warehouse Schema and Migrating Data for Non-Teradata Databases
• 4.10 Upgrading the Data Warehouse Schema to Version 7.9.0 for Non-Teradata Databases
• 4.11 Importing New Schema Definitions Into the Siebel Transactional Database
  • 4.11.1 Verifying the Siebel Transactional Database Upgrade
• 4.12 Migrating Data into the Data Warehouse Upgraded to Version 7.9.0 for Non-Teradata Databases
• 4.13 Upgrading the Data Warehouse Schema to Version 7.9.4 and Migrating Data for Non-Teradata Databases
• 4.14 Upgrading the Data Warehouse Schema to Version 7.9.5 and Migrating Data for Non-Teradata Databases
• 4.15 Upgrading the Data Warehouse Schema to Version 7.9.5.1 for Non-Teradata Databases
• 4.16 Upgrading the Data Warehouse Schema From Version 7.9.5.1 to 7.9.6.1 and Migrating Data for Non-Teradata Databases
  • 4.16.1 Upgrading the Data Warehouse Schema From Version 7.9.5.1 to 7.9.6.1
  • 4.16.2 Migrating Data Into the Upgraded Data Warehouse
  • 4.16.3 Verifying the Data Migrated Successfully
• 4.17 Upgrading the Data Warehouse Schema From Version 7.9.6 to 7.9.6.1 and Migrating Data for Non-Teradata Databases
  • 4.17.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
  • 4.17.2 Migrating Data into the Upgraded Data Warehouse
  • 4.17.3 Verifying the Data Migrated Successfully
• 4.18 Upgrading the Data Warehouse Schema From Version 7.9.6.1 to 7.9.6.2 and Migrating Data for Non-Teradata Databases
  • 4.18.1 Upgrading the Data Warehouse Schema to Version 7.9.6.2
  • 4.18.2 Migrating Data into the Upgraded Data Warehouse
  • 4.18.3 Verifying the Data Migrated Successfully
• 4.19 Upgrading the Data Warehouse Schema From Version 7.9.6.2 to 7.9.6.3 and Migrating Data for Non-Teradata Databases
  • 4.19.1 Upgrading the Data Warehouse Schema to Version 7.9.6.3
  • 4.19.2 Migrating Data Into the Upgraded Data Warehouse
  • 4.19.3 Verifying the Data Migrated Successfully
• 4.20 Upgrading the Data Warehouse Schema From Version 7.9.6.3 to 7.9.6.4 and Migrating Data
  • 4.20.1 Upgrading the Data Warehouse Schema to Version 7.9.6.4
  • 4.20.2 Migrating Data into the Upgraded Data Warehouse
  • 4.20.3 Verifying the Data Migrated Successfully
• 4.21 Upgrading the Data Warehouse Schema and Migrating Data for Teradata Databases
  • 4.21.1 Upgrading Oracle BI Applications From Version 7.9.0 to 7.9.6.4
  • 4.21.2 Upgrading Oracle BI Applications From Version 7.9.4 to 7.9.6.4
  • 4.21.3 Upgrading Oracle BI Applications From Version 7.9.5 to 7.9.6.4
  • 4.21.4 Upgrading Oracle BI Applications From Version 7.9.5.1 to 7.9.6.4
  • 4.21.5 Upgrading Oracle BI Applications From Version 7.9.6.1 to 7.9.6.4
  • 4.21.6 Upgrading Oracle BI Applications From Version 7.9.6.2 to 7.9.6.4
  • 4.21.7 Upgrading Oracle BI Applications From Version 7.9.6.3 to 7.9.6.4
• 4.22 Localizing the Policy Store
• 4.23 Importing the Oracle BI Applications Version 7.9.6.4 LDIF File Into the Embedded LDAP Server
• 4.24 Upgrading the Siebel Analytics Repository and the Web Catalog to the Oracle BI Enterprise Edition 11g Version
• 4.25 Merging Oracle BI Applications Version 7.9.6.4 Repository With Customer Repository
  • 4.25.1 Preparing for the Oracle BI Repository Upgrade
  • 4.25.2 Equalizing the Oracle BI Repositories
  • 4.25.3 Comparing the Oracle BI Repositories
  • 4.25.4 Merging the Oracle BI Repositories
• 4.26 Merging Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 4.26.1 Trimming the Input Presentation Catalog
  • 4.26.2 Merging the Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 4.26.3 Testing the Results of the Presentation Catalog Upgrade
• 4.27 Regression Testing the Oracle BI Repository Merge

5 Upgrading Oracle BI Applications 7.9.x for Siebel Source Systems

• 5.1 Prerequisites for Upgrading Oracle BI Applications
• 5.2 Upgrading Oracle BI Infrastructure to Version 11g
• 5.3 Upgrading Oracle BI Applications
• 5.4 Upgrading to Informatica PowerCenter Version 9.0.1 Hotfix 2
• 5.5 Upgrading the Informatica Repository
• 5.6 Upgrading the Informatica Repository When You Are Already Running Informatica PowerCenter 9.1
• 5.7 Verifying Configurations for Informatica PowerCenter Version 9.0.1 Hotfix 2 to Work With Oracle BI Applications and DAC
• 5.8 Upgrading to and Configuring DAC Version 11g
  • 5.8.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 5.8.2 Configuring the DAC Client and Server to Work With Oracle BI Applications and Informatica
  • 5.8.3 Upgrading the DAC Repository
• 5.9 Importing New Schema Definitions Into the Siebel Transactional Database
  • 5.9.1 Verifying the Siebel Transactional Database Upgrade
• 5.10 Upgrading the Data Warehouse Schema and Migrating Data for Non-Teradata Databases
  • 5.10.1 Upgrading the Data Warehouse Schema From Version 7.9.0 to 7.9.4 and Migrating Data
  • 5.10.2 Upgrading the Data Warehouse Schema From Version 7.9.4 to 7.9.5 and Migrating Data
  • 5.10.3 Upgrading the Data Warehouse Schema From Version 7.9.5 to 7.9.5.1
  • 5.10.4 Upgrading the Data Warehouse Schema From Version 7.9.5.1 to 7.9.6.1 and Migrating Data
    • 5.10.4.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
    • 5.10.4.2 Migrating Data Into the Upgraded Data Warehouse
    • 5.10.4.3 Verifying the Data Migrated Successfully
  • 5.10.5 Upgrading the Data Warehouse Schema From Version 7.9.6 to 7.9.6.1 and Migrating Data
    • 5.10.5.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
    • 5.10.5.2 Migrating Data Into the Upgraded Data Warehouse
    • 5.10.5.3 Verifying the Data Migrated Successfully
  • 5.10.6 Upgrading the Data Warehouse Schema From Version 7.9.6.1 to 7.9.6.2 and Migrating Data
    • 5.10.6.1 Upgrading the Data Warehouse Schema to Version 7.9.6.2
    • 5.10.6.2 Migrating Data Into the Upgraded Data Warehouse
    • 5.10.6.3 Verifying the Data Migrated Successfully
  • 5.10.7 Upgrading the Data Warehouse Schema From Version 7.9.6.2 to 7.9.6.3 and Migrating Data
    • 5.10.7.1 Upgrading the Data Warehouse Schema to Version 7.9.6.3
    • 5.10.7.2 Migrating Data Into the Upgraded Data Warehouse
    • 5.10.7.3 Verifying the Data Migrated Successfully
  • 5.10.8 Upgrading the Data Warehouse Schema From Version 7.9.6.3 to 7.9.6.4 and Migrating Data
    • 5.10.8.1 Upgrading the Data Warehouse Schema to Version 7.9.6.4
    • 5.10.8.2 Migrating Data into the Upgraded Data Warehouse
    • 5.10.8.3 Verifying the Data Migrated Successfully
• 5.11 Upgrading the Data Warehouse Schema and Migrating Data for Teradata Databases
  • 5.11.1 Upgrading Oracle BI Applications From Version 7.9.0 to 7.9.6.4
  • 5.11.2 Upgrading Oracle BI Applications From Version 7.9.4 to 7.9.6.4
  • 5.11.3 Upgrading Oracle BI Applications From Version 7.9.5 to 7.9.6.4
  • 5.11.4 Upgrading Oracle BI Applications From Version 7.9.5.1 to 7.9.6.4
  • 5.11.5 Upgrading Oracle BI Applications From Version 7.9.6.1 to 7.9.6.4
  • 5.11.6 Upgrading Oracle BI Applications From Version 7.9.6.2 to 7.9.6.4
  • 5.11.7 Upgrading Oracle BI Applications From Version 7.9.6.3 to 7.9.6.4
• 5.12 Localizing the Policy Store
• 5.13 Importing the Oracle BI Applications Version 7.9.6.4 LDIF File Into the Embedded LDAP Server
• 5.14 Upgrading the Oracle BI Repository and Presentation Catalog to the Oracle BI Enterprise Edition 11g Version
• 5.15 Merging Oracle BI Applications Version 7.9.6.4 Repository With Customer Repository
  • 5.15.1 Preparing for the Oracle BI Repository Upgrade
  • 5.15.2 Equalizing the Oracle BI Repositories
  • 5.15.3 Comparing the Oracle BI Repositories
  • 5.15.4 Merging the Oracle BI Repositories
• 5.16 Merging Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 5.16.1 Trimming the Input Presentation Catalog
  • 5.16.2 Merging the Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 5.16.3 Testing the Results of the Presentation Catalog Upgrade
• 5.17 Regression Testing the Oracle BI Repository Merge

Part II Upgrading When Your Source System Is Oracle EBS

6 Upgrading Oracle BI Applications for Oracle Source Systems

• 6.1 Prerequisites for Upgrading Oracle BI Applications
• 6.2 Upgrading Oracle BI Infrastructure to Version 11g
• 6.3 Upgrading Oracle BI Applications
• 6.4 Upgrading to Informatica PowerCenter Version 9.0.1 Hotfix 2
• 6.5 Upgrading the Informatica Repository
• 6.6 Upgrading the Informatica Repository When You Are Already Running Informatica PowerCenter 9.1
• 6.7 Verifying Configurations for Informatica PowerCenter Version 9.0.1 Hotfix 2 to Work With Oracle BI Applications and DAC
• 6.8 Upgrading to and Configuring DAC Version 11g
  • 6.8.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 6.8.2 Configuring the DAC Client and Server to Work With Oracle BI Applications and Informatica
  • 6.8.3 Upgrading the DAC Repository
• 6.9 Upgrading the Data Warehouse Schema and Migrating Data for Non-Teradata Databases
  • 6.9.1 Performing Data Warehouse Schema Upgrade Steps Common to All Previous Releases
  • 6.9.2 Upgrading the Data Warehouse Schema From Version 7.9.x to 7.9.3 and Migrating Data
  • 6.9.3 Upgrading the Data Warehouse Schema From Version 7.9.3 to 7.9.4 and Migrating Data
  • 6.9.4 Upgrading the Data Warehouse Schema From Version 7.9.4 to 7.9.5. and Migrating Data
  • 6.9.5 Upgrading the Data Warehouse Schema From Version 7.9.5 to 7.9.5.1 and Migrating Data
  • 6.9.6 Upgrading the Data Warehouse Schema From Version 7.9.5.1 to 7.9.6.1 and Migrating Data
    • 6.9.6.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
    • 6.9.6.2 Migrating Data into the Upgraded Data Warehouse
    • 6.9.6.3 Verifying the Data Migrated Successfully
    • 6.9.6.4 Resetting Refresh Dates
  • 6.9.7 Upgrading the Data Warehouse Schema From Version 7.9.6 to 7.9.6.1 and Migrating Data
    • 6.9.7.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
    • 6.9.7.2 Migrating Data into the Upgraded Data Warehouse
    • 6.9.7.3 Verifying the Data Migrated Successfully
  • 6.9.8 Upgrading the Data Warehouse Schema From Version 7.9.6.1 to 7.9.6.2 and Migrating Data
    • 6.9.8.1 Upgrading the Data Warehouse Schema to Version 7.9.6.2
    • 6.9.8.2 Migrating Data into the Upgraded Data Warehouse
    • 6.9.8.3 Verifying the Data Migrated Successfully
  • 6.9.9 Upgrading the Data Warehouse Schema From Version 7.9.6.2 to 7.9.6.3 and Migrating Data
    • 6.9.9.1 Upgrading the Data Warehouse Schema to Version 7.9.6.3
    • 6.9.9.2 Migrating Data into the Upgraded Data Warehouse
    • 6.9.9.3 Verifying the Data Migrated Successfully
  • 6.9.10 Upgrading the Data Warehouse Schema From Version 7.9.6.3 to 7.9.6.4 and Migrating Data
    • 6.9.10.1 Upgrading the Data Warehouse Schema to Version 7.9.6.4
    • 6.9.10.2 Migrating Data into the Upgraded Data Warehouse
    • 6.9.10.3 Verifying the Data Migrated Successfully
• 6.10 Upgrading the Data Warehouse Schema and Migrating Data for Teradata Databases
  • 6.10.1 Upgrading Oracle BI Applications From Version 7.9.0 to 7.9.6.4
  • 6.10.2 Upgrading Oracle BI Applications From Version 7.9.3 to 7.9.6.4
  • 6.10.3 Upgrading Oracle BI Applications From Version 7.9.4 to 7.9.6.4
  • 6.10.4 Upgrading Oracle BI Applications From Version 7.9.5 to 7.9.6.4
  • 6.10.5 Upgrading Oracle BI Applications From Version 7.9.5.1 to 7.9.6.4
  • 6.10.6 Upgrading Oracle BI Applications From Version 7.9.6.1 to 7.9.6.4
  • 6.10.7 Upgrading Oracle BI Applications From Version 7.9.6.2 to 7.9.6.4
  • 6.10.8 Upgrading Oracle BI Applications From Version 7.9.6.3 to 7.9.6.4
• 6.11 Localizing the Policy Store
• 6.12 Importing the Oracle BI Applications Version 7.9.6.4 LDIF File Into the Embedded LDAP Server
• 6.13 Upgrading the Oracle BI Repository and Presentation Catalog to the Oracle BI Enterprise Edition 11g Version
• 6.14 Merging Oracle BI Applications Version 7.9.6.4 Repository With Customer Repository
  • 6.14.1 Preparing for the Oracle BI Repository Upgrade
  • 6.14.2 Equalizing the Oracle BI Repositories
  • 6.14.3 Comparing the Oracle BI Repositories
  • 6.14.4 Merging the Oracle BI Repositories
• 6.15 Merging Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 6.15.1 Trimming the Input Presentation Catalog
  • 6.15.2 Merging the Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 6.15.3 Testing the Results of the Presentation Catalog Upgrade
• 6.16 Regression Testing the Oracle BI Repository Merge

Part III Upgrading When Your Source System is PeopleSoft

7 Upgrading Oracle BI Applications for PeopleSoft Source Systems

• 7.1 Prerequisites for Upgrading Oracle BI Applications
• 7.2 Upgrading Oracle BI Infrastructure to Version 11g
• 7.3 Upgrading Oracle BI Applications
• 7.4 Upgrading to Informatica PowerCenter Version 9.0.1 Hotfix 2
• 7.5 Upgrading the Informatica Repository
• 7.6 Upgrading the Informatica Repository When You Are Already Running Informatica PowerCenter 9.1
• 7.7 Verifying Configurations for Informatica PowerCenter Version 9.0.1 Hotfix 2 to Work With Oracle BI Applications and DAC
• 7.8 Upgrading to and Configuring DAC Version 11g
  • 7.8.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 7.8.2 Configuring the DAC Client and Server to Work With Oracle BI Applications and Informatica
  • 7.8.3 Upgrading the DAC Repository
• 7.9 Upgrading the Data Warehouse Schema and Migrating Data for Non-Teradata Databases
  • 7.9.1 Performing Data Warehouse Schema Upgrade Steps Common to All Previous Releases
  • 7.9.2 Upgrading the Data Warehouse Schema From Version 7.9.3 to 7.9.4 and Migrating Data
  • 7.9.3 Upgrading the Data Warehouse Schema From Version 7.9.4 to 7.9.5 and Migrating Data
  • 7.9.4 Upgrading the Data Warehouse Schema From Version 7.9.5 to 7.9.5.1 and Migrating Data
  • 7.9.5 Upgrading the Data Warehouse Schema From Version 7.9.5.1 to 7.9.6.1 and Migrating Data
    • 7.9.5.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
    • 7.9.5.2 Migrating Data into the Upgraded Data Warehouse
    • 7.9.5.3 Verifying the Data Migrated Successfully
  • 7.9.6 Upgrading the Data Warehouse Schema From Version 7.9.6 to 7.9.6.1 and Migrating Data
    • 7.9.6.1 Upgrading the Data Warehouse Schema to Version 7.9.6.1
    • 7.9.6.2 Migrating Data into the Upgraded Data Warehouse
    • 7.9.6.3 Verifying the Data Migrated Successfully
  • 7.9.7 Upgrading the Data Warehouse Schema From Version 7.9.6.1 to 7.9.6.2 and Migrating Data
    • 7.9.7.1 Upgrading the Data Warehouse Schema to Version 7.9.6.2
    • 7.9.7.2 Migrating Data into the Upgraded Data Warehouse
    • 7.9.7.3 Verifying the Data Migrated Successfully
  • 7.9.8 Upgrading the Data Warehouse Schema From Version 7.9.6.2 to 7.9.6.3 and Migrating Data
    • 7.9.8.1 Upgrading the Data Warehouse Schema to Version 7.9.6.3
    • 7.9.8.2 Migrating Data into the Upgraded Data Warehouse
    • 7.9.8.3 Verifying the Data Migrated Successfully
  • 7.9.9 Upgrading the Data Warehouse Schema From Version 7.9.6.3 to 7.9.6.4 and Migrating Data
    • 7.9.9.1 Upgrading the Data Warehouse Schema to Version 7.9.6.4
    • 7.9.9.2 Migrating Data into the Upgraded Data Warehouse
    • 7.9.9.3 Verifying the Data Migrated Successfully
• 7.10 Upgrading the Data Warehouse Schema and Migrating Data for Teradata Databases
  • 7.10.1 Upgrading Oracle BI Applications From Version 7.9.3 to 7.9.6.4
  • 7.10.2 Upgrading Oracle BI Applications From Version 7.9.4 to 7.9.6.4
  • 7.10.3 Upgrading Oracle BI Applications From Version 7.9.5 to 7.9.6.4
  • 7.10.4 Upgrading Oracle BI Applications From Version 7.9.5.1 to 7.9.6.4
  • 7.10.5 Upgrading Oracle BI Applications From Version 7.9.6.1 to 7.9.6.4
  • 7.10.6 Upgrading Oracle BI Applications From Version 7.9.6.2 to 7.9.6.4
  • 7.10.7 Upgrading Oracle BI Applications From Version 7.9.6.3 to 7.9.6.4
• 7.11 Localizing the Policy Store
• 7.12 Importing the Oracle BI Applications Version 7.9.6.4 LDIF File Into the Embedded LDAP Server
• 7.13 Upgrading the Oracle BI Repository and Presentation Catalog to the Oracle BI Enterprise Edition 11g Version
• 7.14 Merging Oracle BI Applications Version 7.9.6.4 Repository With Customer Repository
  • 7.14.1 Preparing for the Oracle BI Repository Upgrade
  • 7.14.2 Equalizing the Oracle BI Repositories
  • 7.14.3 Comparing the Oracle BI Repositories
  • 7.14.4 Merging the Oracle BI Repositories
• 7.15 Merging Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 7.15.1 Trimming the Input Presentation Catalog
  • 7.15.2 Merging the Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 7.15.3 Testing the Results of the Presentation Catalog Upgrade
• 7.16 Regression Testing the Oracle BI Repository Merge

Part IV Upgrading When Your Source System is JD Edwards

8 Upgrading Oracle BI Applications for JD Edwards Source Systems

• 8.1 Prerequisites for Upgrading Oracle BI Applications
• 8.2 Upgrading Oracle BI Infrastructure to Version 11g
• 8.3 Upgrading Oracle BI Applications
• 8.4 Upgrading to Informatica PowerCenter Version 9.0.1 Hotfix 2
• 8.5 Upgrading the Informatica Repository
• 8.6 Upgrading the Informatica Repository When You Are Already Running Informatica PowerCenter 9.1
• 8.7 Verifying Configurations for Informatica PowerCenter Version 9.0.1 Hotfix 2 to Work With Oracle BI Applications and DAC
• 8.8 Upgrading to and Configuring DAC Version 11g
  • 8.8.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 8.8.2 Configuring the DAC Client and Server to Work With Oracle BI Applications and Informatica
  • 8.8.3 Upgrading the DAC Repository
• 8.9 Upgrading the Data Warehouse Schema and Migrating Data for Non-Teradata Databases
  • 8.9.1 Upgrading the Data Warehouse Schema From Version 7.9.6 to 7.9.6.1 and Migrating Data for Non-Teradata Databases
    • 8.9.1.1 Upgrading the Data Warehouse Schema From Version 7.9.6 to 7.9.6.1
    • 8.9.1.2 Migrating Data into the Upgraded Data Warehouse
    • 8.9.1.3 Verifying the Data Migrated Successfully
  • 8.9.2 Upgrading the Data Warehouse Schema From Version 7.9.6.1 to 7.9.6.2 and Migrating Data for Non-Teradata Databases
    • 8.9.2.1 Upgrading the Data Warehouse Schema to Version 7.9.6.2
    • 8.9.2.2 Migrating Data into the Upgraded Data Warehouse
    • 8.9.2.3 Verifying the Data Migrated Successfully
    • 8.9.2.4 Resetting Refresh Dates
  • 8.9.3 Upgrading the Data Warehouse Schema From Version 7.9.6.2 to 7.9.6.3 and Migrating Data for Non-Teradata Databases
    • 8.9.3.1 Upgrading the Data Warehouse Schema to Version 7.9.6.3
    • 8.9.3.2 Migrating Data into the Upgraded Data Warehouse
    • 8.9.3.3 Verifying the Data Migrated Successfully
  • 8.9.4 Upgrading the Data Warehouse Schema From Version 7.9.6.3 to 7.9.6.4 and Migrating Data for Non-Teradata Databases
    • 8.9.4.1 Upgrading the Data Warehouse Schema to Version 7.9.6.4
    • 8.9.4.2 Migrating Data into the Upgraded Data Warehouse
    • 8.9.4.3 Verifying the Data Migrated Successfully
• 8.10 Upgrading the Data Warehouse Schema and Migrating Data for Teradata Databases
  • 8.10.1 Upgrading Oracle BI Applications From Version 7.9.6.1 to 7.9.6.4
  • 8.10.2 Upgrading Oracle BI Applications From Version 7.9.6.2 to 7.9.6.4
  • 8.10.3 Upgrading Oracle BI Applications From Version 7.9.6.3 to 7.9.6.4
• 8.11 Localizing the Policy Store
• 8.12 Importing the Oracle BI Applications Version 7.9.6.4 LDIF File Into the Embedded LDAP Server
• 8.13 Upgrading the Oracle BI Repository and Presentation Catalog to the Oracle BI Enterprise Edition 11g Version
• 8.14 Merging Oracle BI Applications Version 7.9.6.4 Repository With Customer Repository
  • 8.14.1 Preparing for the Oracle BI Repository Upgrade
  • 8.14.2 Equalizing the Oracle BI Repositories
  • 8.14.3 Comparing the Oracle BI Repositories
  • 8.14.4 Merging the Oracle BI Repositories
• 8.15 Merging Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 8.15.1 Trimming the Input Presentation Catalog
  • 8.15.2 Merging the Oracle BI Applications Version 7.9.6.4 Presentation Catalog With Current (Custom) Catalog
  • 8.15.3 Testing the Results of the Presentation Catalog Upgrade
• 8.16 Regression Testing the Oracle BI Repository Merge

Part V Appendixes

A Setting Parameters in Informatica Parameter Files

• A.1 Setting Common Parameters in Informatica Parameter Files
  • A.1.1 Setting Parameters in 793_UPG_PARAMS.txt
  • A.1.2 Setting Parameters in 794_UPG_PARAMS.txt
  • A.1.3 Setting Parameters in 795_UPG_PARAMS.txt
  • A.1.4 Setting Parameters in 7951_UPG_PARAMS.txt
  • A.1.5 Setting Parameters in 796_UPG_PARAMS.txt
  • A.1.6 Setting Parameters in 7961_UPG_PARAMS.txt
  • A.1.7 Setting Parameters in 7962_UPG_PARAMS.txt
  • A.1.8 Setting Parameters in 7963_UPG_PARAMS.txt
  • A.1.9 Setting Parameters in 7964_UPG_PARAMS.txt
• A.2 Setting Source System-Specific Parameters in Informatica Parameter Files
  • A.2.1 Setting Parameters in 796_UPG_PARAMS.txt for Oracle EBS 11i Source Systems
  • A.2.2 Setting Parameters in 796_UPG_PARAMS.txt for Siebel Source Systems
  • A.2.3 Setting Parameters in 7962_UPG_PARAMS.txt for PeopleSoft Source Systems
  • A.2.4 Setting Parameters in 7963_UPG_PARAMS.txt for Siebel Industry Applications Source Systems
• A.3 Setting Application-Specific Parameters in Informatica Parameter Files
  • A.3.1 Setting Parameters and Mappings in 796_UPG_PARAMS.txt for Oracle Financial Analytics
    • A.3.1.1 Setting Parameters for Value Set Hierarchies and FSG Hierarchies
    • A.3.1.2 Setting Parameters for GL Data Extraction
    • A.3.1.3 Setting the COGS Fact Mapping for Oracle EBS R12
    • A.3.1.4 Setting the $$Hint1 Parameter for Oracle Databases
  • A.3.2 Setting Parameters in 796_UPG_PARAMS.txt for Oracle Project Analytics
  • A.3.3 Setting Parameters in 796_UPG_PARAMS.txt for Oracle Supply Chain and Order Management Analytics
    • A.3.3.1 Setting the TIME_GRAIN Parameter for Sales Order Lines Aggregate Fact and Invoice Lines Aggregate Fact Tables
    • A.3.3.2 Setting the $$PERIOD Parameter for the Customer Status History Fact Table
  • A.3.4 Setting Parameters and Mappings in 7962_UPG_PARAMS.txt for Oracle Financial Analytics
    • A.3.4.1 Setting GL Data Extraction Parameters for Oracle EBS 11i Sources
    • A.3.4.2 Setting GL Data Extraction Parameters for Oracle EBS 12 Sources
    • A.3.4.3 Setting GL Data Extraction Parameters for PeopleSoft Sources
    • A.3.4.4 Setting the COGS Fact Mapping for Oracle EBS R12
  • A.3.5 Setting Parameters in 7963_UPG_PARAMS.txt for Oracle Financial Analytics
    • A.3.5.1 Setting Parameters for All Source Systems
    • A.3.5.2 Setting Parameters Specific to PeopleSoft
    • A.3.5.3 Setting Parameters Specific to Oracle EBS 11.5.10 Family Pack OIE.I and OIE.J
  • A.3.6 Setting Parameters in 7963_UPG_PARAMS.txt for Oracle Human Resources Analytics
  • A.3.7 Setting Parameters in 7963_UPG_PARAMS.txt for Oracle Procurement and Spend Analytics on PeopleSoft Source System
  • A.3.8 Setting Parameters in 7963_UPG_PARAMS.txt for Oracle Procurement and Spend Analytics on Oracle EBS 11i and 12 Source Systems

B Generating and Running Scripts to Drop and Create Indexes

• B.1 Generating Scripts to Drop and Create Indexes for Upgrading to Release 7.9.6.2
• B.2 Running the Script to Drop All Indexes for Upgrading to Release 7.9.6.2
• B.3 Running the Scripts to Create ETL and Query Indexes for Upgrading to Release 7.9.6.2
• B.4 Generating Scripts to Drop and Create Query Indexes for Upgrading to Release 7.9.6.3
• B.5 Running the Scripts to Drop and Create Query Indexes for Upgrading to Release 7.9.6.3
• B.6 Generating Scripts to Drop and Create Query and ETL Indexes for Upgrading to Release 7.9.6.4
• B.7 Running the Scripts to Drop and Create Query Indexes for Upgrading to Release 7.9.6.4
• B.8 Running the Scripts to Drop and Create ETL Indexes for Upgrading to Release 7.9.6.4

C Creating Indexes for Oracle Financial Analytics

• C.1 Indexes for SIL_PositionDimension_UPD7962 Mapping
• C.2 Indexes for SIL_PositionDimensionHierarchy_UPD7962 Mapping

D Setting Database-Specific Parameters for the reset_infa_seq_gen.bat File

• D.1 Running reset_infa_seq_gen.bat on Base Informatica Repository
  • D.1.1 Entering Values for the reset_infa_seq_gen.bat File on the Base Informatica Repository
  • D.1.2 Obtaining ROW_WID from W_ORG_D and W_PRD_OF_WRK_BAND_D
  • D.1.3 Obtaining ROW_WID from W_PARTY_D and W_PRD_OF_WRK_BAND_D
• D.2 Running reset_infa_seq_gen_ORA.bat on Base Repository for DW on Teradata and Repository on Oracle
  • D.2.1 Entering Values for the reset_infa_seq_gen_ORA.bat File on the Base Informatica Repository
  • D.2.2 Obtaining ROW_WID from W_ORG_D and W_PRD_OF_WRK_BAND_D
  • D.2.3 Obtaining ROW_WID from W_PARTY_D and W_PRD_OF_WRK_BAND_D
• D.3 Running reset_infa_seq_gen_MSSQL.bat on Base Repository for DW on Teradata and Repository on MSSQL Server
  • D.3.1 Entering Values for the reset_infa_seq_gen_MSSQL.bat File on the Base Informatica Repository
  • D.3.2 Obtaining ROW_WID from W_ORG_D and W_PRD_OF_WRK_BAND_D
  • D.3.3 Obtaining ROW_WID from W_PARTY_D and W_PRD_OF_WRK_BAND_D
• D.4 Running reset_infa_seq_gen.bat on Upgrade Informatica Repository
  • D.4.1 Entering Values for the reset_infa_seq_gen.bat File on the Upgrade Informatica Repository
  • D.4.2 Obtaining ROW_WID from W_ORG_D and W_PRD_OF_WRK_BAND_D
  • D.4.3 Obtaining ROW_WID from W_PARTY_D and W_PRD_OF_WRK_BAND_D
• D.5 Running reset_infa_seq_gen_ORA.bat on Upgrade Repository for DW on Teradata and Repository on Oracle
  • D.5.1 Entering Values for the reset_infa_seq_gen_ORA.bat File on the Upgrade Informatica Repository
  • D.5.2 Obtaining ROW_WID from W_ORG_D and W_PRD_OF_WRK_BAND_D
  • D.5.3 Obtaining ROW_WID from W_PARTY_D and W_PRD_OF_WRK_BAND_D
• D.6 Running reset_infa_seq_gen_MSSQL.bat on Upgrade Repository for DW on Teradata and Repository on MSSQL Server
  • D.6.1 Entering Values for the reset_infa_seq_gen_MSSQL.bat File on the Upgrade Informatica Repository
  • D.6.2 Obtaining ROW_WID from W_ORG_D and W_PRD_OF_WRK_BAND_D
  • D.6.3 Obtaining ROW_WID from W_PARTY_D and W_PRD_OF_WRK_BAND_D

E Using the DDLimp Utility

• E.1 Using the DDLimp Utility to Run CTL Files
• E.2 Additional DDLimp Commands

F Creating ODBC Database Connections for DAC

• F.1 Creating ODBC Connections for Oracle Databases
• F.2 Creating ODBC Connections for DB2 Databases
• F.3 Creating ODBC Connections for SQL Server Databases
• F.4 Creating ODBC Connections for Teradata Databases

G Upgrading the Oracle BI Repository for Industry-Specific Analytics Applications

• G.1 Common Dimensions
• G.2 Merging Siebel Analytics and Oracle BI Repositories
  • G.2.1 Creating Working Folders
  • G.2.2 Trimming Repository Files
    • G.2.2.1 Trimming the Original Base Repository Files
    • G.2.2.2 Trimming the New Base Repository File
    • G.2.2.3 Trimming the Custom Repository Files
  • G.2.3 Renaming Objects in the Original Pharma Base Repository File
  • G.2.4 Equalizing the Oracle BI Repositories
  • G.2.5 Merging the Core Repository Files
  • G.2.6 Merging the Pharma Repository Files
  • G.2.7 Making Merge Decisions in the Administration Tool
• G.3 Replacing Common Dimensions After the Repository Merge

Index