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

2 Overview of Oracle BI Applications Upgrade

• 2.1 Supported Upgrade Paths
• 2.2 Preupgrade Considerations
• 2.3 Best Practices for Preparing to Upgrade
• 2.4 Major Stages of Oracle BI Applications Upgrade
  • 2.4.1 Sequence of Upgrade Stages

Part I Upgrading When Your Source System is Siebel CRM

3 Upgrading Siebel Analytics 7.5.x

• 3.1 Upgrading Oracle BI Infrastructure
• 3.2 Upgrading Oracle BI Applications
• 3.3 Upgrading to Informatica PowerCenter Version 8.6 and Hotfix 4
• 3.4 Upgrading the Informatica Repository
• 3.5 Configuring Informatica PowerCenter Version 8.6 to Work with DAC
• 3.6 Installing and Configuring DAC
• 3.7 Overview of Upgrading the Data Warehouse Schema and Migrating Data
• 3.8 Upgrading the Data Warehouse Schema to Version 7.7 and Migrating Data
• 3.9 Upgrading the Data Warehouse Schema to Version 7.9.0
• 3.10 Importing New Schema Definitions into the Siebel Transactional Database
  • 3.10.1 Verifying the Siebel Transactional Database Upgrade
• 3.11 Migrating Data into the Data Warehouse Upgraded to Version 7.9.0
• 3.12 Upgrading the Data Warehouse Schema to Version 7.9.4 and Migrating Data
• 3.13 Upgrading the Data Warehouse Schema to Version 7.9.5 and Migrating Data
• 3.14 Upgrading the Data Warehouse Schema to Version 7.9.5.1
• 3.15 Upgrading the Data Warehouse Schema to Version 7.9.6 and Migrating Data
  • 3.15.1 Upgrading the Data Warehouse Schema to Version 7.9.6
  • 3.15.2 Migrating Data into the Upgraded Data Warehouse
  • 3.15.3 Verifying the Data Migrated Successfully
  • 3.15.4 Resetting Refresh Dates
• 3.16 Upgrading the Siebel Analytics Repository
  • 3.16.1 Preparing for the Oracle BI Repository Upgrade
  • 3.16.2 Equalizing the Oracle BI Repositories
  • 3.16.3 Comparing the Siebel Analytics and Oracle BI Repositories
  • 3.16.4 Merging the Siebel Analytics and Oracle BI Repositories
  • 3.16.5 Regression Testing the Oracle BI Repository Merge
• 3.17 Upgrading the Oracle BI Presentation Catalog
  • 3.17.1 Trimming the Input Presentation Catalog
  • 3.17.2 Upgrading the Oracle BI Presentation Catalog to a Newer Version
  • 3.17.3 Testing the Results of the Presentation Catalog Upgrade

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

• 4.1 Upgrading Oracle BI Infrastructure
• 4.2 Upgrading Oracle BI Applications
• 4.3 Upgrading to Informatica PowerCenter Version 8.6 and Hotfix 4
• 4.4 Upgrading the Informatica Repository
• 4.5 Configuring Informatica PowerCenter Version 8.6 to Work with DAC
• 4.6 Upgrading and Configuring DAC
  • 4.6.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 4.6.2 Configuring the DAC Client and Server to Work with Oracle BI Applications and Informatica
  • 4.6.3 Upgrading the DAC Repository for Siebel Business Analytics
• 4.7 Overview of Upgrading the Data Warehouse Schema and Migrating Data
• 4.8 Upgrading the Data Warehouse Schema to Version 7.9.0
• 4.9 Importing New Schema Definitions into the Siebel Transactional Database
  • 4.9.1 Verifying the Siebel Transactional Database Upgrade
• 4.10 Migrating Data into the Data Warehouse Upgraded to Version 7.9.0
• 4.11 Upgrading the Data Warehouse Schema to Versions 7.9.4 and Migrating Data
• 4.12 Upgrading the Data Warehouse Schema to Version 7.9.5 and Migrating Data
• 4.13 Upgrading the Data Warehouse Schema to Version 7.9.5.1
• 4.14 Upgrading the Data Warehouse Schema to Version 7.9.6 and Migrating Data
  • 4.14.1 Upgrading the Data Warehouse Schema to Version 7.9.6
  • 4.14.2 Migrating Data into the Upgraded Data Warehouse
  • 4.14.3 Verifying the Data Migrated Successfully
  • 4.14.4 Resetting Refresh Dates
• 4.15 Upgrading the Siebel Analytics Repository
  • 4.15.1 Preparing for the Oracle BI Repository Upgrade
  • 4.15.2 Equalizing the Oracle BI Repositories
  • 4.15.3 Comparing the Siebel Analytics and Oracle BI Repositories
  • 4.15.4 Merging the Siebel Analytics and Oracle BI Repositories
  • 4.15.5 Regression Testing the Oracle BI Repository Merge
• 4.16 Upgrading the Oracle BI Presentation Catalog
  • 4.16.1 Trimming the Input Presentation Catalog
  • 4.16.2 Upgrading the Oracle BI Presentation Catalog to a Newer Version
  • 4.16.3 Testing the Results of the Presentation Catalog Upgrade

5 Upgrading Oracle BI Applications 7.9.x for the Siebel Sources

• 5.1 Upgrading Oracle BI Infrastructure
• 5.2 Upgrading Oracle BI Applications
• 5.3 Upgrading to Informatica PowerCenter Version 8.6 and Hotfix 4
• 5.4 Upgrading the Informatica Repository
• 5.5 Configuring Informatica PowerCenter Version 8.6 Work with Oracle BI Applications and DAC
• 5.6 Upgrading and Configuring DAC
  • 5.6.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 5.6.2 Configuring the DAC Client and Server to Work with Oracle BI Applications and Informatica
  • 5.6.3 Upgrading the DAC Repository
• 5.7 Importing New Schema Definitions into the Siebel Transactional Database
  • 5.7.1 Verifying the Siebel Transactional Database Upgrade
• 5.8 Upgrading the Data Warehouse Schema and Migrating Data
  • 5.8.1 Upgrading the Data Warehouse Schema to Version 7.9.4 and Migrating Data
  • 5.8.2 Upgrading the Data Warehouse Schema to Version 7.9.5 and Migrating Data
  • 5.8.3 Upgrading the Data Warehouse Schema to Version 7.9.5.1
  • 5.8.4 Upgrading the Data Warehouse Schema to Version 7.9.6 and Migrating Data
    • 5.8.4.1 Upgrading the Data Warehouse Schema to Version 7.9.6
    • 5.8.4.2 Migrating Data into the Upgraded Data Warehouse
    • 5.8.4.3 Verifying the Data Migrated Successfully
    • 5.8.4.4 Resetting Refresh Dates
• 5.9 Upgrading the Oracle BI Repository
  • 5.9.1 Preparing for the Oracle BI Repository Upgrade
  • 5.9.2 Equalizing the Oracle BI Repositories
  • 5.9.3 Comparing the Oracle BI Repositories
  • 5.9.4 Merging the Oracle BI Repositories
  • 5.9.5 Regression Testing the Oracle BI Repository Merge
• 5.10 Upgrading the Oracle BI Presentation Catalog
  • 5.10.1 Trimming the Input Presentation Catalog
  • 5.10.2 Upgrading the Oracle BI Presentation Catalog to a Newer Version
  • 5.10.3 Testing the Results of the Presentation Catalog Upgrade

Part II Upgrading When Your Source System Is Oracle EBS

6 Upgrading Oracle BI Applications for Oracle Source Systems

• 6.1 Upgrading Oracle BI Infrastructure
• 6.2 Upgrading Oracle BI Applications
• 6.3 Upgrading to Informatica PowerCenter Version 8.6 and Hotfix 4
• 6.4 Upgrading the Informatica Repository
• 6.5 Configuring Informatica PowerCenter Version 8.6 to Work with Oracle BI Applications and DAC
• 6.6 Upgrading and Configuring DAC
  • 6.6.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 6.6.2 Configuring the DAC Client and Server to Work with Oracle BI Applications and Informatica
  • 6.6.3 Upgrading the DAC Repository
• 6.7 Upgrading the Data Warehouse Schema and Migrating Data
  • 6.7.1 Performing Data Warehouse Schema Upgrade Steps Common to All Previous Releases
  • 6.7.2 Upgrading the Data Warehouse Schema to Version 7.9.3 and Migrating Data
  • 6.7.3 Upgrading the Data Warehouse Schema to Version 7.9.4 and Migrating Data
  • 6.7.4 Upgrading the Data Warehouse Schema to Version 7.9.5. and Migrating Data
  • 6.7.5 Upgrading the Data Warehouse Schema to Version 7.9.5.1 and Migrating Data
  • 6.7.6 Upgrading the Data Warehouse Schema to Version 7.9.6 and Migrating Data
    • 6.7.6.1 Upgrading the Data Warehouse Schema to Version 7.9.6
    • 6.7.6.2 Migrating Data into the Upgraded Data Warehouse
    • 6.7.6.3 Verifying the Data Migrated Successfully
    • 6.7.6.4 Resetting Refresh Dates
• 6.8 Upgrading the Oracle BI Repository
  • 6.8.1 Preparing for the Oracle BI Repository Upgrade
  • 6.8.2 Equalizing the Oracle BI Repositories
  • 6.8.3 Comparing the Oracle BI Repositories
  • 6.8.4 Merging the Oracle BI Repositories
  • 6.8.5 Regression Testing the Oracle BI Repository Merge
• 6.9 Upgrading the Oracle BI Presentation Catalog
  • 6.9.1 Trimming the Input Presentation Catalog
  • 6.9.2 Upgrading the Oracle BI Presentation Catalog to a Newer Version
  • 6.9.3 Testing the Results of the Presentation Catalog Upgrade

Part III Upgrading When Your Source System is Peoplesoft

7 Upgrading Oracle BI Applications for the PeopleSoft Source Systems

• 7.1 Upgrading Oracle BI Infrastructure
• 7.2 Upgrading Oracle BI Applications
• 7.3 Upgrading to Informatica PowerCenter Version 8.6 and Hotfix 4
• 7.4 Upgrading the Informatica Repository
• 7.5 Configuring Informatica PowerCenter Version 8.6 Work with Oracle BI Applications and DAC
• 7.6 Upgrading and Configuring DAC
  • 7.6.1 Installing the DAC Platform and Oracle BI Applications Metadata Repository Files
  • 7.6.2 Configuring the DAC Client and Server to Work with Oracle BI Applications and Informatica
  • 7.6.3 Upgrading the DAC Repository
• 7.7 Upgrading the Data Warehouse Schema and Migrating Data
  • 7.7.1 Performing Data Warehouse Schema Upgrade Steps Common to All Previous Releases
  • 7.7.2 Upgrading the Data Warehouse Schema to Version 7.9.4 and Migrating Data
  • 7.7.3 Upgrading the Data Warehouse Schema to Version 7.9.5 and Migrating Data
  • 7.7.4 Upgrading the Data Warehouse Schema to Version 7.9.5.1 and Migrating Data
  • 7.7.5 Upgrading the Data Warehouse Schema to Version 7.9.6 and Migrating Data
    • 7.7.5.1 Upgrading the Data Warehouse Schema to Version 7.9.6
    • 7.7.5.2 Migrating Data into the Upgraded Data Warehouse
    • 7.7.5.3 Verifying the Data Migrated Successfully
    • 7.7.5.4 Resetting Refresh Dates
• 7.8 Upgrading the Oracle BI Repository
  • 7.8.1 Preparing for the Oracle BI Repository Upgrade
  • 7.8.2 Equalizing the Oracle BI Repositories
  • 7.8.3 Comparing the Oracle BI Repositories
  • 7.8.4 Merging the Oracle BI Repositories
  • 7.8.5 Regression Testing the Oracle BI Repository Merge
• 7.9 Upgrading the Oracle BI Presentation Catalog
  • 7.9.1 Trimming the Input Presentation Catalog
  • 7.9.2 Upgrading the Oracle BI Presentation Catalog to a Newer Version
  • 7.9.3 Testing the Results of the Presentation Catalog Upgrade

Part IV Appendices

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

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

B Configuring Common Parameters for Upgrading to Oracle BI Applications 7.9.6

• B.1 Configuring Common Parameters for Oracle Source Systems
  • B.1.1 Configuring Common Parameters for Oracle EBS 11i Source Systems
  • B.1.2 Configuring Common Parameters for Oracle EBS R12 Source Systems
• B.2 Configuring Common Parameters for Siebel Source Systems

C Configuring Application-Specific Parameters and Mappings

• C.1 Configuring Parameters and Mappings for Oracle Financial Analytics
  • C.1.1 Configuring Parameters for Value Set Hierarchies and FSG Hierarchies
  • C.1.2 Configuring Parameters for GL Data Extraction
    • C.1.2.1 Configuring GL Data Extraction Parameters for Oracle EBS 11i Sources
    • C.1.2.2 Configuring GL Data Extraction Parameters for Oracle EBS R12 Sources
  • C.1.3 Configuring the COGS Fact Mapping for Oracle EBS R12
  • C.1.4 Configuring the $$Hint1 Parameter for Oracle Databases
• C.2 Configuring Parameters for Oracle Supply Chain and Order Management Analytics
  • C.2.1 Configuring the TIME_GRAIN Parameter for Sales Order Lines Aggregate Fact and Invoice Lines Aggregate Fact Tables
  • C.2.2 Configuring the $$PERIOD Parameter for the Customer Status History Fact Table
• C.3 Configuring Parameters for Oracle Projects Analytics

D Database-Specific Parameter Settings for the reset_infa_seq_gen.bat File

• D.1 Database-Specific Parameter Settings for the reset_infa_seq_gen.bat File

Index