2 Prepare to Migrate Oracle Analytics Cloud - Classic Instances

Before you migrate Oracle Analytics Cloud - Classic instances to Oracle Cloud Infrastructure plan and prepare for migration.

Task Description More Information
Plan your new service Plan your Oracle Analytics Cloud deployment on Oracle Cloud Infrastructure. Think about what you want before you start.

Plan Your Service on Oracle Cloud Infrastructure

Complete your order and sign in to your Oracle Cloud account

You must have a subscription for Oracle Analytics Cloud (or Oracle Analytics Cloud Subscription) to create services on Oracle Cloud Infrastructure.

As Cloud Account Administrator, you can complete all setup tasks.

Sign In For the First Time

Migrate users and groups

  • Migrate users and groups from Oracle Identity Cloud Service
  • Migrate users and roles from embedded WebLogic LDAP
Reconfigure single-sign on (Optional) If SAML Single Sign-on (SSO) is configured in your source environment using samlssodocker, set up SSO in your target environment between your identity provider and Oracle Identity Cloud Service.

Add an Identity Provider

Integrating Oracle Identity Cloud Service with Microsoft Active Directory Federation Services

Integrate Oracle Identity Cloud Service with other identity providers
(Optional) Use Oracle Identity Cloud Service in your target environment to integrate with your identity provider. For example:
  • Reconcile Microsoft Active Directory with Oracle Identity Cloud Service

  • Configure Oracle Identity Manager and synchronize users with Oracle Identity Cloud Service

  • Configure Office 365 users with Oracle Identity Cloud Service

Create a service on Oracle Cloud Infrastructure Create an Oracle Analytics Cloud instance with the required size on Oracle Cloud Infrastructure.

If you subscribe through Universal Credits, create the service with Oracle Analytics Cloud. If you have a non-metered subscription, create the service with Oracle Analytics Cloud Subscription.

Create a Service with Oracle Analytics Cloud

Create a Service with Oracle Analytics Cloud Subscription

Verify your service Verify that your service is up and running on Oracle Cloud Infrastructure and that you can sign in. Verify Your Service and Sign In
Reconfigure connections to your data

Update connection information on the target Oracle Analytics Cloud instance.

If your data is stored in a database on Oracle Cloud Infrastructure Classic you must move the data to Oracle Cloud Infrastructure.

Connect to Your Data
Whitelist the IP of your service on your data sources If you whitelisted the IP of your Oracle Analytics Cloud - Classic instances, you must perform this task again for the new Oracle Analytics Cloud instance on Oracle Cloud Infrastructure. IP Ranges and Gateway IPs for Oracle Analytics Cloud Instances

About Downtime Requirements

The migration process doesn't affect the availability of your existing Oracle Analytics Cloud - Classic instance on Oracle Cloud Infrastructure Classic. Users can continue to sign in and use the service.

Note:

If you do allow users to access and make changes after you've taken the final snapshot for migration, you might need to take another snapshot and repeat the migration if you want to include any changes that they make.

After a service instance is migrated successfully, you can reroute users to the new instance in Oracle Cloud Infrastructure.

Plan Your Service on Oracle Cloud Infrastructure

Take some time to plan your service on Oracle Cloud Infrastructure before you create it. Consider the size, shape, and location of your current deployment and decide what you want your Oracle Cloud Infrastructure to look like, before you start. If it helps, use a checklist similar to the one shown here.

Planning checklist - an example

Use a checklist similar to this one to help you decide.Description of checklist.jpg follows
Description of the illustration checklist.jpg

Which type of subscription do you need?

If you subscribe through Universal Credits, you create services on Oracle Cloud Infrastructure with Oracle Analytics Cloud. If you have a non-metered subscription, you use Oracle Analytics Cloud Subscription to create services on Oracle Cloud Infrastructure.

Subscription options on Oracle Cloud Infrastructure:
  • Oracle Analytics Cloud (Universal Credits)

  • Oracle Analytics Cloud Subscription

Which edition do you need?

Check which edition and feature set you used to create the service on Oracle Cloud Infrastructure Classic. In most cases, you use the same edition to create your target deployment on Oracle Cloud Infrastructure.

Edition and feature set options available on Oracle Cloud Infrastructure Classic:
  • Data visualization: self-service data visualization, preparation and smart discovery (Professional Edition)
  • Business intelligence: enterprise data modeling, reporting features, and data visualization (Enterprise Edition)
  • Essbase: collaborative data collection, scenarios and what-if analysis (Professional Edition or Essbase Edition)

Edition options available on Oracle Cloud Infrastructure:

  • Professional Edition: Suitable if you want to offer only data visualization and migrate only data visualization artifacts.
  • Enterprise Edition: Suitable if you want to offer data visualization, plus enterprise modeling and reporting features. Required if you want to migrate analyses, dashboards, pixel-perfect reports, and data visualizations.
  • Essbase Edition: Required if you want to migrate an Essbase instance. *This guide doesn’t describe how to migrate Oracle Analytics Cloud - Classic services deployed with Essbase.

Use this table to determine which edition you need to migrate Oracle Analytics Cloud - Classic services deployed with data visualization and business intelligence:

Oracle Analytics Cloud - Classic Oracle Analytics Cloud Oracle Analytics Cloud Subscription
Edition Feature Set Edition Required Edition Required
Professional Edition Data visualization Professional Edition Professional Edition
Enterprise Edition Data visualization Enterprise Edition (or Professional) Enterprise Edition (or Professional)
Business intelligence Enterprise Edition Enterprise Edition

What sizing options are available to you?

If you subscribe to Oracle Analytics Cloud through Universal Credits, you specify the number of Oracle Compute Units (OCPUs) you want to deploy. If you subscribe to Oracle Analytics Cloud Subscription, you either specify how many people you expect to use the service or the number of OCPUs.

Size Options Oracle Analytics Cloud (Universal Credits) Oracle Analytics Cloud Subscription
Number of OCPUs

Yes

Yes

Number of Users

-

Yes

How many OCPUs do you think you’ll need?

Verify the current compute shape of your service on Oracle Cloud Infrastructure Classic. Consider whether or not the size of your current deployment meets your current requirements. For example, if your compute shape on Oracle Cloud Infrastructure Classic is OC6 (8 OCPUs and 60 GB memory) you might want your deployment on Oracle Cloud Infrastructure to have a similar number of OCPUs, more OCPUs, or less OCPUs. The decision is yours.

Oracle Cloud Infrastructure offers a range of compute sizes (OCPUs) to suit different scenarios. The larger the compute size, the greater the processing power. For more guidance, read the topic: How many OCPUs do you think you’ll need for Business Intelligence and Data Visualization?

How many users will use the service?

With Oracle Analytics Cloud Subscription, you can specify how many people you expect to use the service. Verify how many people are using your service on Oracle Cloud Infrastructure Classic and consider whether or not this number of users is likely to increase.

For more guidance, read the Oracle Analytics Cloud on Oracle Cloud Infrastructure topic: How many people do you expect to use the service?

Where do you want to deploy your service?

Verify the region where you deployed your current service on Oracle Cloud Infrastructure Classic.

Oracle Cloud Infrastructure is hosted in similar geographic areas, also called regions. If multiple regions are available to you, decide where you want to deploy your service. For example, Phoenix, Ashburn, Frankfurt, London. To find out which regions are available, see www.oracle.com/cloud/data-regions.html.

What name do you want for your service?

Think about a suitable name for your service. The name that you specify is displayed in Oracle Cloud Infrastructure Console and in the URL for your service. If you want, you can use the same name as your current service on Oracle Cloud Infrastructure Classic.

Name restrictions on Oracle Cloud Infrastructure:

  • Must contain between 1 and 25 characters.

  • Must start with an ASCII letter: a to z or A to Z.

  • Must contain only ASCII letters or numbers.

  • Mustn't contain any other special characters.

  • Must be unique within the identity domain.

Migrate Users and Roles from Oracle Analytics Cloud - Classic

Before you migrate to Oracle Cloud Infrastructure, you must migrate your users and groups from Oracle Cloud Infrastructure Classic. The way you migrate depends on whether you're using Oracle Identity Cloud Service or an embedded WebLogic LDAP server. If you subscribe to Oracle Analytics Cloud - Classic through Universal Credits, you manage users in Oracle Identity Cloud Service. If you subscribe to Oracle Analytics Cloud - Classic through a traditional metered or unmetered subscription, you might be using an embedded WebLogic LDAP server.

Migrate Users and Groups from Oracle Identity Cloud Service

Use export and import features in Oracle Identity Cloud Service to migrate users and roles from an identity domain on Oracle Cloud Infrastructure Classic to another identity domain on Oracle Cloud Infrastructure.

To migrate users, see Export User Accounts and Import User Accounts in Administering Oracle Identity Cloud Service.

To migrate user groups, Export Groups and Import Groups in Administering Oracle Identity Cloud Service.

Migrate Users and Groups from Embedded WebLogic LDAP Server

When you migrate services to Oracle Cloud Infrastructure you must use Oracle Identity Cloud Service for identity management. If you subscribe to Oracle Analytics Cloud - Classic through a traditional metered or unmetered subscription you might be using an embedded WebLogic LDAP server.

If your service uses an embedded WebLogic LDAP server, use the wls_ldap_csv_exporter script to export users and groups to CSV files so you can migrate to Oracle Identity Cloud Service. Prepare both CSV files so they contain all the information that Oracle Identity Cloud Service requires and then import them to Oracle Identity Cloud Service on Oracle Cloud Infrastructure.

  1. Export users and groups from your source environment. Run the wls_ldap_csv_exporter script:
    $ /bi/app/public/bin/wls_ldap_csv_exporter -u weblogic_admin_user -c oracle_common_folder_path -D output_dir

    Typically, oracle_common_folder_path is the folder /bi/app/fmw/oracle_common

    This script creates two CSV files, one CSV file contains users and the other contains groups. There is also a log file, which describes any invalid or incompatible records that Oracle Identity Cloud Service won’t understand.

    • Everyone has a default password.

    • Oracle Identity Cloud Service doesn't support group memberships; that is, where a group is a member of another group. Such records are discarded from the group CSV file and mentioned in the log file.

    • Oracle Identity Cloud Service requires several mandatory parameters for users: User ID,Last Name,First Name,Password,Work Email. Oracle Identity Cloud Service won’t import user records if parameters are missing.

    Before you import the CSV files on Oracle Identity Cloud Service you must make sure the CSV files contain all the information Oracle Identity Cloud Service requires.

  2. Prepare both CSV files for Oracle Identity Cloud Service.
    1. Review the log file for information about invalid or incomplete records.
    2. Review the users CSV file, and ensure the information is complete.
    3. Repeat for the groups CSV file.
  3. Import users from the CSV file you exported earlier:
    1. In Oracle Identity Cloud Service console, click Users, then Import.
    2. Click Browse to locate the CSV file that contains user account information.
    3. Click Import.

    See Import User Accounts in Administering Oracle Identity Cloud Service.

  4. Import groups from the CSV file you exported earlier.
    1. In Oracle Identity Cloud Service console, click Groups, then Import.
    2. Click Browse to locate the CSV file that contains group account information.
    3. Click Import.

    See Import User Groups in Administering Oracle Identity Cloud Service.

Create Your Service on Oracle Cloud Infrastructure

As Cloud Account Administrator, you can create services on Oracle Cloud Infrastructure. If you subscribe through Universal Credits, create the service with Oracle Analytics Cloud. If you have a non-metered subscription, create the service with Oracle Analytics Cloud Subscription.

Create a Service with Oracle Analytics Cloud

If you subscribe to Oracle Analytics Cloud through Universal Credits, you use Oracle Cloud Infrastructure Console to set up a service with Oracle Analytics Cloud.

  1. Sign in to Oracle Cloud as the Cloud Account Administrator.
    If you're signing in for the first time, you can find your account name and login information in your welcome email.
  2. In Oracle Cloud Infrastructure Console, click Navigation menu icon Navigation menu icon in the top left corner.
  3. Under More Oracle Cloud Services, go to Platform Services and click Analytics.
  4. Click Create Instance.
  5. For Instance Name, enter a name for your service instance.
    The name must start with a letter and can contain only letters and numbers.
  6. For Notification Email, enter the email address of the person you want to notify when this service is ready to use and receive other status updates about this service in the future.
    This person is usually you, the Cloud Account Administrator who’s setting up the service.
  7. If multiple identity domains are available to you, select the Identity Domain that you want this service to use and then enter the name of an existing user in this identity domain that you want to assign as the Service Administrator.
    You don't see these options if only one identity domain is available.
  8. If several geographical regions are available to you, select the Region where you want to deploy Oracle Analytics Cloud. For example, uk-london–1.
  9. For License Type, select whether you want to use your on-premises license with Oracle Analytics Cloud and to be charged the Bring Your Own License (BYOL) rate or subscribe to a new license for Oracle Analytics Cloud.
  10. If multiple edition options are available to you, select the Edition that you want to use. The edition that you select determines the feature set that you can use.
  11. For Feature Set, select the features that you want to deploy.

    The options available to you depend on the edition you’re subscribed to. If you select Business Intelligence, you automatically have access to Data Visualization.

    • Professional Edition: Data Visualization

    • Essbase Edition: Essbase or Data Visualization
    • Enterprise Edition: Business Intelligence (includes Data Visualization) or Data Visualization

  12. For Number of OCPUs, select the number of Oracle Compute Units (OCPUs) for your environment.
  13. Click Next.
  14. Verify that the details are correct, and click Create.
It takes about 20 minutes to create the service. Oracle sends an email to the designated email address when your service is ready. Display the Activity page to check the current status.
Description of activity-page.jpg follows
Description of the illustration activity-page.jpg

Create a Service with Oracle Analytics Cloud Subscription

You use Oracle Cloud Infrastructure Console to set up a service with Oracle Analytics Cloud Subscription. Follow these steps if you have a non-metered subscription.

  1. Sign in to Oracle Cloud as the Cloud Account Administrator.
    If you're signing in for the first time, you can find your account name and login information in your welcome email.
  2. In Oracle Cloud Infrastructure Console, click Navigation menu icon Navigation menu icon in the top left corner.
  3. Under More Oracle Cloud Services, go to Platform Services and click Analytics.
  4. Click Navigation menu icon Navigation menu icon again, and then click Analytics Subscription.
  5. Click Create Instance.
  6. For Instance Name, enter a name for your service instance.
    The name must start with a letter and can contain only letters and numbers.
  7. For Notification Email, enter the email address of the person you want to notify when this service is ready to use and receive other status updates about this service in the future.
    This person is usually you, the Cloud Account Administrator who’s setting up the service.
  8. If multiple identity domains are available to you, select the Identity Domain that you want this service to use and then enter the name of an existing user in this identity domain that you want to assign as the Service Administrator.
    You don't see these options if only one identity domain is available.
  9. If several geographical regions are available to you, select the Region where you want to deploy Oracle Analytics Cloud. For example, uk-london–1.
  10. If several edition options are available to you, select the Edition that matches the type of service you want to create.
    • Professional

      Data visualization. Self-service data visualization and data preparation. Explore and visualize business data from various data sources, including databases, spreadsheets, Oracle applications, big data, and more.

    • Essbase

      Business modeling with the Essbase multidimensional OLAP (Online Analytical Processing) engine.

    • Enterprise

      Enterprise-wide analytics. Build sophisticated data models to support enterprise business definitions and analysis. Includes data visualization.
  11. Determine the size of your service.
    • To size your service based on how many users you're entitled to as part of your subscription, set Subscription Type to Number of Users, and then enter the number of users.
    • To size your service based on how many Oracle Compute Units (OCPUs) you're entitled to as part of your subscription, set Subscription Type to Number of OCPUs, and then select the number of OCPUs you want.
  12. Click Next.
  13. Verify that the details are correct, and click Create.
It takes about 20 minutes to create the service. Oracle sends an email to the designated email address when your service is ready. Display the Activity page to check the current status.
Description of activity-page_sub.jpg follows
Description of the illustration activity-page_sub.jpg

Verify Your Service and Sign In

Oracle sends an email to the designated email address when your Oracle Analytics Cloud service is ready. Navigate to your service in Oracle Cloud Infrastructure Console, obtain the service URL, and then sign in to verify your Oracle Analytics Cloud service is up and running.

  1. Sign in to your Oracle Cloud account.
  2. In Oracle Cloud Infrastructure Console, click Navigation menu icon Navigation menu icon in the top left corner.
  3. Under More Oracle Cloud Services, go to Platform Services, and click Analytics.

    If you subscribe through Universal Credits, your services are listed on theOracle Analytics Cloud page that is displayed.

    If you have a fixed subscription, you create services with Oracle Analytics Cloud Subscription. To access these services, click the Navigation menu icon Navigation menu icon again, and then click Analytics Subscription.

  4. Click Manage this instance for your service, and then click Oracle Analytics Cloud URL (or Oracle Analytics Cloud Subscription URL).
  5. Sign in with your administrator credentials.

Connect to Your Data

The way you connect your Oracle Analytics Cloud deployment on Oracle Cloud Infrastructure to your data is similar to your existing service on Oracle Cloud Infrastructure Classic. The steps you need to follow depend where your data is stored.

If you're currently using Oracle Analytics Cloud - Classic to analyze data in an Oracle Database on Oracle Cloud Infrastructure Classic, you must first move your data to Oracle Cloud Infrastructure before you migrate your Oracle Analytics Cloud - Classic instance.

Where is Your Data Stored? Description More Information
On-premises database You can keep your data in on-premises databases such as Oracle Database, Oracle Essbase, MS SQL Server, Teradata, and IBM DB2.

Use Data Gateway to access your on-premises data from the new Oracle Analytics Cloud instance on Oracle Cloud Infrastructure.

If your remote on-premises data source is Oracle Essbase, you must continue to use the legacy Remote Data Connector.

Connect to Data on On-premises Databases
Oracle Database on Oracle Cloud Infrastructure Classic

First, migrate your data to a database on Oracle Cloud Infrastructure.

Reconfigure the database connection to point to the new database before you migrate your Oracle Analytics Cloud Classic instance. There are two ways to do this:
  • Use the Database Connection dialog in the source Oracle Analytics Cloud Classic instance before you take the final snapshot.

    Use this method if you use Data Modeler.

  • Use the Developer Client Tool for Oracle Analytics Cloud to edit the connection information before you migrate the final snapshot.

    Use this method if you use Developer Client Tool to manage your data models.

Move Data from Oracle Cloud Infrastructure - Classic
Oracle Database on Oracle Cloud Infrastructure You can keep your data in the same database.

You must reconfigure the database connection on the new Oracle Analytics Cloud instance on Oracle Cloud Infrastructure.

Connect to Data on Oracle Cloud Infrastructure
Other cloud databases You can keep your data in the same database.

You must reconfigure the database connection on the new Oracle Analytics Cloud instance on Oracle Cloud Infrastructure.

Connect to Data on Other Cloud Databases

Connect to Data on On-premises Databases

You can keep data in your on-premises database. If you haven’t done so already you need to install Data Gateway in your on-premises environment and set up a connection to the target Oracle Analytics Cloud instance on Oracle Cloud Infrastructure.

Note:

If your remote on-premises data source is Oracle Essbase, you must continue to use Remote Data Connector.
  1. Set up Data Gateway.
    1. Install and set up Data Gateway.
    2. Configure and register Data Gateway.

    You don't need to reconfigure your data model (.rpd).

  2. (On-premises Oracle Essbase only) Set up Remote Data Connector.
  3. Connect to the on-premises database from Oracle Analytics Cloud.
  4. If required, whitelist the IP ranges or Gateway IPs associated with the region where your target Oracle Analytics Cloud is located with your on-premises database (on your firewall).

Connect to Data on Oracle Cloud Infrastructure

If your new Oracle Analytics Cloud instance on Oracle Cloud Infrastructure must connect to a database on Oracle Cloud Infrastructure, you must whitelist the IP of the new Oracle Analytics Cloud instance with the database.

  1. Whitelist the IP range or Gateway IPs associated with the region where your target Oracle Analytics Cloud is located, with your database on Oracle Cloud Infrastructure.
    If the database instance is on private IP network, install Data Gateway on the compute instance and set up connectivity. See Set up Data Gateway.

Connect to Data on Other Cloud Databases

If your new Oracle Analytics Cloud instance on Oracle Cloud Infrastructure must connect to other cloud data sources (non-Oracle), you might need to whitelist the IP of the new Oracle Analytics Cloud instance with these data sources.

  1. If required, whitelist the IP range or Gateway IPs associated with the region where your target Oracle Analytics Cloud is located, with your cloud data sources.

Move Data from Oracle Cloud Infrastructure - Classic

First, move any data stored on Oracle Cloud Infrastructure Classic to a database on Oracle Cloud Infrastructure. Reconfigure the database connection to point to the new database before you migrate your Oracle Analytics Cloud Classic instance.

  1. Create a new database instance on Oracle Cloud Infrastructure and migrate your data.
  2. Determine the connection string for the new database, and then do one of the following:
    • In the source Oracle Analytics Cloud Classic instance, edit the connection using the Database Connection dialog before you take a final snapshot of your system.

      Always use this method if you use Data Modeler in Oracle Analytics Cloud Classic and want to continue to use Data Modeler after you migrate to Oracle Cloud Infrastructure. See Connect to Data in an Oracle Cloud Database.

    • Use the latest Developer Client Tool for Oracle Analytics Cloud to reconfigure the database connection in the source data model (RPD). You can extract the data model (RPD) from the final snapshot you plan to migrate. See Edit Connections and Upload Data Model.

      Use this method if you use Developer Client Tool to manage data models in Oracle Analytics Cloud Classic.

  3. If required, whitelist the IP range or Gateway IPs associated with the region where your target Oracle Analytics Cloud is located, with the new database on Oracle Cloud Infrastructure.

Whitelist IPs for the New Service

If you whitelisted the IP or endpoint of your Oracle Analytics Cloud - Classic instance on Oracle Cloud Infrastructure Classic, you must perform this task again for the new Oracle Analytics Cloud instance on Oracle Cloud Infrastructure.

  1. Whitelist the IP range or Gateway IPs associated with your target Oracle Analytics Cloud on your data sources, as required.