Migrate Oracle Analytics Cloud Using Snapshots

Download and upload features enable you to save snapshots to your local file system and upload them back to the cloud. Use these features to migrate between two different services, migrate between development, test, and production environments, and migrate service deployed on Oracle Cloud Infrastructure Classic to Oracle Cloud Infrastructure.

About Oracle Analytics Cloud Migration

It's easy to migrate content and settings from one Oracle Analytics Cloud environment to another using snapshots. You can migrate an entire environment or you can migrate specific types of content.

Valid Migration Paths

When you use a snapshot, it doesn’t matter whether Oracle Analytics Cloud is deployed on Oracle Cloud Infrastructure or Oracle Cloud Infrastructure Classic.

If you want to migrate from Oracle Cloud Infrastructure Classic to Oracle Cloud Infrastructure, you use a snapshot to migrate your content from Oracle Analytics Cloud - Classic services to Oracle Cloud Infrastructure.

Source Environment (Version 105.1.x or later) Target Environment (Version 105.1.x or later)
Oracle Analytics Cloud

(on Oracle Cloud Infrastructure)

Oracle Analytics Cloud

(on Oracle Cloud Infrastructure)

Oracle Analytics Cloud - Classic

(on Oracle Cloud Infrastructure Classic)

Oracle Analytics Cloud

(Oracle Cloud Infrastructure)

Prerequisites for Migration

Before you migrate content using snapshots, verify your source and target environment:
  • If you haven't done so already, create the target service on Oracle Cloud Infrastructure.

    The way you deploy new services on Oracle Cloud Infrastructure depends on which data regions are accessible to you:

  • Check the source and target environments are using Oracle Analytics Cloud 105.1.x or later. Snapshots taken from earlier versions don't capture the entire environment.

    The version of your service is displayed in Oracle Cloud Infrastructure Console. If you're not sure, check with your administrator.

  • If you want to migrate file-based data, check the source and target environments are up and running, and configured with valid storage credentials.

    Storage access issues can prevent data file migration using snapshots. If this happens, you can use the Data Migration utility to download and then upload your data files separately.

Content, Configuration, and Other Items Not Migrated

You can't include some items and non-Oracle Analytics Cloud artifacts in a snapshot.

Content, Configuration, and Other Items Not Migrated More Information
Virus scanner configuration Record the virus scanner configuration in your source environment and use it to configure your virus scanner on the target. See Set Up a Virus Scanner.
Mail server configuration Record the SMTP mail server configuration in your source environment and use it to configure your mail server on the target. See Set Up an Email Server to Deliver Reports.
Other snapshots available in the source environment.

Download individual snapshots and then upload them to your target environment, as required. See Upload Snapshots.

Job history

Available in a future release.

Users (and groups)

Migrate from Oracle Identity Cloud Service

Use export and import features in Oracle Identity Cloud Service to migrate users and roles from one identity domain to another. See Manage Oracle Identity Cloud Service Users and Manage Oracle Identity Cloud Service Groups.

Migrate from Embedded WebLogic LDAP Server

Use the script wls_ldap_csv_exporter to export users and groups to a CSV file that you can import on the target Oracle Identity Cloud Service. See Export Users and Groups from Embedded WebLogic LDAP Server .

Other Oracle Identity Cloud Service configuration

Use Oracle Identity Cloud Service in your target environment to reconfigure any user (or group) application role assignments that you configured on the source, reconfigure single sign-on (SSO), and so on.

Network configuration Set up your network requirements in the target environment, as required.

Typical Workflow to Migrate Oracle Analytics Cloud

You use snapshots to migrate Oracle Analytics Cloud to another environment. Here's what you need to do.

Task Description More Information
Understand how to migrate using snapshots Understand what you can and can't migrate in snapshots and any prerequisites.

About Oracle Analytics Cloud Migration

Create the target service Use Oracle Cloud Infrastructure Console to deploy a new service on Oracle Cloud Infrastructure.

The way you deploy new services on Oracle Cloud Infrastructure depends on which data regions are accessible to you.

Migrate users and groups

Use export and import features in Oracle Identity Cloud Service to migrate users and roles from one identity domain to another.

If your source system uses an embedded WebLogic LDAP server for identity management, use the wls_ldap_csv_exporter script to export your users and groups to a CSV file.

Manage Oracle Identity Cloud Service Users

Export Users and Groups from Embedded WebLogic LDAP Server

Take a snapshot on the source

Capture the content you want to migrate on the source system.

Take a Snapshot

Download the snapshot locally

Download the snapshot that you want to migrate to your local file system.

Download Snapshots

Upload the snapshot to the target

Sign in to the target system and upload the snapshot.

Upload Snapshots

Restore the snapshot content

Select the newly uploaded snapshot in the list of saved snapshots and restore the content in the snapshot.

Restore from a Snapshot

Migrate data files

(Only if the restore process fails due to connection issues) Use the Data Migration utility to migrate and restore data files from another environment.

Migrate File-based Data

Reconfigure your virus scanner Record the virus scanner configuration in your source environment and use it to configure your virus scanner on the target.

Set Up a Virus Scanner

Reconfigure your mail server

Record the SMTP mail server configuration in your source environment and use it to configure your mail server on the target.

Set Up an Email Server to Deliver Reports

(Optional) Migrate other snapshots Download individual snapshots that you want to migrate and then upload them to your target environment, as required.

Download Snapshots

Upload Snapshots

Migrate other Oracle Identity Cloud Service configuration Use Oracle Identity Cloud Service in your target environment to reconfigure any user (or group) application role assignments that you configured on the source, reconfigure single sign-on (SSO), and so on.  

Migrate File-based Data

Users upload data files, such as spreadsheets, to Oracle Analytics Cloud to create data sets. When you migrate to a new Oracle Analytics Cloud environment, you can take this file-based data with you. Sometimes, network connectivity or storage access issues might prevent you from migrating the data files in the snapshot. For such cases, Oracle Analytics Cloud offers a Data Migration utility that enables you to move your data files to the new location. The Data Migration utility also moves any map-related plug-ins and extension files that users might upload for their data visualizations.

Only run the Data Migration utility if you see the message Restore succeeded with errors - data restore failed or similar when you try to restore a snapshot that contains data files.

The Data Migration utility allows you to move data files directly from one environment to another in a single step. Or if you prefer, you can download your file-based data to a ZIP file and then upload the data files to your chosen environment in two separate steps.

  1. Check your environment details.
    • Verify that the source and target system both use Oracle Analytics Cloud version 105.3 or later. The Data Migration utility isn't available in earlier versions.

      If you're not sure, ask your Oracle representative.

    • Check that the source and target system are both up and running, and Oracle Analytics Cloud is configured with valid storage credentials.

    • Check your local environment. You need Java 1.8 or later to run the migration utility.

    • Make sure you can access the source environment and the target Oracle Analytics Cloud from the local environment where you plan to run this utility.

    • Verify the name and location of the snapshot you downloaded earlier that contains your file-based data. For example, /tmp/20190307095216.bar.
  2. Download the Data Migration utility.
    1. In your target Oracle Analytics Cloud, click Console and then click Snapshots.
    2. Click the Page menu Page menu , select Migrate, then Download Data Migration Utility. Follow the instructions to save the migrate-oac-data.zip file locally.
  3. Unzip migrate-oac-data.zip.

    The ZIP file contains three files:

    • migrate-oac-data.jar
    • config.properties
    • readme
  4. If you want to migrate data files stored in your source environment directly to the target in a single step, configure the section [MigrateData] in config.properties.
    [MigrateData]
    # Migrate data files from a source Oracle Analytics Cloud environment (OAC) to a target Oracle Analytics Cloud environment.
        # Specify the source environment as Oracle Analytics Cloud.
          SOURCE_ENVIRONMENT=OAC
        # Source Oracle Analytics Cloud URL. For example: https://sourcehost.com:443 or http://sourcehost.com:9704
          SOURCE_URL=http(s)://<Source Oracle Analytics Cloud Host>:<Source Port>
        # Name of a user with Administrator permissions in the source environment. For example: SourceAdmin
          SOURCE_USERNAME=<Source Administrator User Name>
        # Location of the source BAR file. For example:  /tmp/20190307095216.bar
          BAR_PATH=<Path to Source BAR File>
        # Target Oracle Analytics Cloud URL. For example: https://targethost.com:443 or http://targethost.com:9704
          TARGET_URL=http(s)://<Target Oracle Analytics Cloud Host>:<Target Port>
        # Name of a user with Administrator permissions in the target environment. For example: TargetAdmin
          TARGET_USERNAME=<Target Administrator User Name>
  5. If you want to first download data files from your source Oracle Analytics Cloud to your local environment and subsequently upload the data files to the target Oracle Analytics Cloud environment, configure sections [DownloadDataFragments] and [UploadDataFragments] in config.properties.
    [DownloadDataFragments]
    #Download Data Files: Download data files from Oracle Analytics Cloud storage to a local repository
        # Specify the source environment as Oracle Analytics Cloud.
          SOURCE_ENVIRONMENT=OAC
        # Source Oracle Analytics Cloud URL. For example: https://sourcehost.com:443 or http://sourcehost.com:9704
          SOURCE_URL=http(s)://<Source Oracle Analytics Cloud Host>:<Source Port>
        # Name of a user with Administrator permissions in the source environment. For example: SourceAdmin
          SOURCE_USERNAME=<Source Administrator User Name>
        # Location of the source BAR file. For example:  /tmp/20190307095216.bar
          BAR_PATH=<Path to Source BAR File>
        # Local data file directory. Make sure you have enough space to download the data files to this directory. For example: /tmp/mydatafiledir 
          DATA_FRAGMENTS_DIRECTORY=<Data Files Directory>
         # Data fragment size. Data files are downloaded in fragments. Default fragment size is 500MB.
          MAX_DATA_FRAGMENT_SIZE_IN_MB=500
    [UploadDataFragments]
    #Upload data files: Upload data files to the target Oracle Analytics Cloud. 
        # Target Oracle Analytics Cloud URL. For example: https://targethost.com:443 or http://targethost.com:9704
          TARGET_URL=http(s)://<Target Oracle Analytics Cloud Host>:<Target Port>
        # Name of a user with Administrator permissions in the target environment. For example: TargetAdmin
          TARGET_USERNAME=<Target Administrator User Name>
        # Local directory containing the data files you want to upload. For example: /tmp/mydatafiledir
          DATA_FRAGMENTS_DIRECTORY=<Data Files Directory>
        # Location of the source BAR file. For example:  /tmp/20190307095216.bar
          BAR_PATH=<Path to Source BAR File>
  6. Run the migrate-oac-data.jar file in your local environment.

    Syntax:

    migrate-oac-data.jar [-config configfile] [-d] [-help] [-m]  [-u]

    Where:

    • -config configfile : Name of the config.properties file

    • -d : Downloads data locally using information in config.properties

    • -help : Displays help

    • -m : Migrates data using source and target information in the config.properties file

    • -u : Uploads data using information in the config.properties file

    For example, to migrate data files in a single step:

    java -jar migrate-oac-data.jar -m -config config.properties

    For example, to download data files locally:

    java -jar migrate-oac-data.jar -d -config config.properties

    For example, to upload data files:

    java -jar migrate-oac-data.jar -u -config config.properties
  7. Sign in to your target Oracle Analytics Cloud.
  8. To expose the data files in Oracle Analytics Cloud, you must restore the snapshot that you used to migrate your content for a second time. This time, you must select the Custom restore option.
    1. Open the Console, and click Manage Snapshots.
    2. Select the snapshot containing your data files.
    3. Select the Custom restore option, and then select the option File-based data.
      Deselect all other options.
    4. Click Restore.
  9. Verify that your data files are available.