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 content between two different services, migrate between development, test, and production environments, and migrate service deployed on Oracle Cloud Infrastructure Classic to Oracle Cloud Infrastructure.

Topics:

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 everything or you can migrate specific types of content.

Prerequisites for Migration

Before you migrate user content using snapshots, verify your source and target environment:

The source and target environment must both use Oracle Analytics Cloud 5.1.x or later. Snapshots taken from earlier versions don't capture the entire environment.

If you're not sure, ask your Oracle representative.
If you haven't done so already, create the target service on Oracle Cloud Infrastructure.

See Create a Service with Oracle Analytics Cloud in Administering Oracle Analytics Cloud on Oracle Cloud Infrastructure (Gen 2).
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 your data files and then upload them separately.

Items Not Migrated

Some Oracle Analytics Cloud artifacts aren’t included in snapshots. Non-Oracle Analytics Cloud artifacts aren't included either.

Items Not Migrated	More Information
Virus scanner configuration	Record the virus scanner configuration used in your source environment and use the same information to configure your virus scanner on the target. See Configure a Virus Scanner.
Mail server configuration	Record the SMTP mail server configuration used in your source environment and use the information to configure your mail server on the target. See Set Up an Email Server to Deliver Reports.
Other saved snapshots in the source environment	If required, download individual snapshots that you want to migrate, and then upload them to the target. See Import Snapshots.
Users (and groups)	Migrate from Oracle Cloud Infrastructure Identity and Access Management (IAM) Identity Domain Use export and import features in Oracle Cloud Infrastructure Console to migrate users and roles from one identity domain to another. See Transferring Data in Oracle Cloud Infrastructure documentation. Migrate from Oracle Identity Cloud Service Use export and import features in Oracle Identity Cloud Service Console 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.
Identity management configuration	Use Oracle Cloud Infrastructure Console 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.	Create a Service with Oracle Analytics Cloud
Migrate users and groups	Use export and import features in Oracle Cloud Infrastructure Console to migrate users and roles from one identity domain to another. The way you migrate users for Oracle Analytics Cloud depends whether identity domains are available in your cloud account. If you're not sure, see About Setting Up Users and Groups. 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.	Transferring Data (IAM Users) 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
Export the snapshot	Download the snapshot that you want to migrate to your local file system or to a storage bucket on Oracle Cloud Infrastructure.	Export Snapshots
Upload the snapshot to the target	Sign in to the target system and upload the snapshot.	Import 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	Use the Data Migration utility to migrate data files from one environment to another. Only required when: You migrate to a different region. You migrate to Oracle Analytics Cloud on Gen 2 from Oracle Analytics Cloud on Gen 1 or Oracle Cloud Infrastructure Classic. Restore process fails due to network connectivity or storage access issues.	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.	Configure 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.	Export Snapshots Import Snapshots
Migrate identity management configuration	Use Oracle Cloud Infrastructure Console 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 datasets. 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 CLI utility (command-line interface) that enables you to move your data files to the new location. The snapshot CLI utility also moves any map-related plug-ins and extension files that users might upload for their data visualizations.

Run the data migration CLI 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. This message occurs when:

You migrate content from a different region.
You migrate content from Oracle Analytics Cloud on Gen 1 or Oracle Cloud Infrastructure Classic to Oracle Analytics Cloud on Gen 2.
The restore process fails due to some other network connectivity or storage access issue.

The CLI 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.

Check your environment details.
- Verify that the source and target system both use Oracle Analytics Cloud 5.3 or later. The CLI 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 CLI utility.
- Make sure you can access the source environment and the target Oracle Analytics Cloud from the local environment where you plan to run the CLI utility.
- Verify the name and location of the snapshot that you downloaded earlier containing your file-based data. For example, /tmp/20190307095216.bar.
Download the CLI utility.
1. In your target Oracle Analytics Cloud, click Console and then click Snapshots.
2. Click the Page menu , select Migrate, then Download Data Migration Utility.
  Follow the instructions to save the migrate-oac-data.zip file locally.
Unzip migrate-oac-data.zip.
The ZIP file contains three files:
- migrate-oac-data.jar
- config.properties
- readme

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 snapshot (.bar file). For example:  /tmp/20190307095216.bar
      BAR_PATH=<Path to Source Snapshot>
    # 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>

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 [DownloadDataFiles] and [UploadDataFiles] in config.properties.

[DownloadDataFiles]
#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 snapshot (.bar file). For example:  /tmp/20190307095216.bar
      BAR_PATH=<Path to Source Snapshot>
    # 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

[UploadDataFiles]
#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 snapshot (.bar file). For example:  /tmp/20190307095216.bar
      BAR_PATH=<Path to Source Snapshot>

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
```
Sign in to your target Oracle Analytics Cloud.
To expose the data files in Oracle Analytics Cloud, you must restore the snapshot that you used to migrate the rest of 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.
Verify that your data files are available.