About the Upgrade Process

The table lists the high-level steps that you need to perform to upgrade to the latest release of Oracle Analytics Server:

Table 2-1 Tasks for Upgrading Oracle Business Intelligence 12.2.1.4.0 or a previous release of Oracle Analytics Server to the latest release of Oracle Analytics Server

Task Required or Optional Description

Learn about the interoperability and compatibility factors that could affect how you upgrade to the latest release of Oracle Analytics Server.

Optional

It is important to understand how two or more Oracle Fusion Middleware products of the same version or different versions work together (interoperate) in a supported Oracle Fusion Middleware configuration.

You can learn more about interoperability and compatibility in Oracle® Fusion Middleware Understanding Interoperability and Compatibility.

If you have not done so already, review the introductory topics in this guide and complete the required pre-upgrade tasks.

Required

The pre-upgrade tasks include cloning your production environment, verifying system requirements and certifications, purging unused data, and creating a non-SYSDBA user.

For a complete list of pre-upgrade tasks, see Pre-Upgrade Requirements

Download and install the 12.2.1.4.0 Fusion Middleware Infrastructure and Oracle Analytics Server distributions.

Required

The Infrastructure distribution combines the WebLogic Server and the Java Required Files (JRF) that are required to set up the foundation to install other Fusion Middleware products.

You must install the Infrastructure in a new Oracle home. See About the Oracle Analytics Server Standard Topology.

You must install the latest release of Oracle Analytics Server in the Oracle home that is created when you installed the Oracle Analytics Server Infrastructure. To install the product distributions, follow the procedure described in Installing the Product Distributions.

Run the Readiness Check.

Optional

See Running a Pre-Upgrade Readiness Check.

Shut down the servers and Oracle BI instance.

Required

Before starting the upgrade process, shut down the Administration Server, the Managed Servers, and your existing Oracle BI instance.

However, keep the database (RDBMS) running.

See Stopping Servers and Processes.

Upgrade the existing schemas with the Upgrade Assistant.

Required

The schemas that you created in Oracle BI 12.2.1.4.0 or the previous release of Oracle Analytics Server are supported in the latest release of Oracle Analytics Server. Therefore, you don’t need to create the schemas again.

You must upgrade all the schemas within your domain using the Upgrade Assistant. For the complete procedure, see Upgrading Product Schemas Using the Upgrade Assistant.

Back up the mapViewerConfig.xml File.

Required

The mapViewerConfig.xml file is overwritten by the reconfiguration templates when you run the Reconfiguration Wizard. Therefore, you must back up the mapViewerConfig.xml file before reconfiguring your existing domain. See Backing Up the mapViewerConfig.xml File.

Reconfigure the existing domain with the Reconfiguration Wizard.

Required

When you run the Reconfiguration Wizard on your existing domain, it prepares your domain for upgrade by selecting and applying the recongifuration templates. It also tests the JDBC data sources and component schemas that are present within your domain.

To reconfigure you domain, follow the procedure described in Reconfiguring the Oracle BI Domain with the Reconfiguration Wizard.

Restore the mapViewerConfig.xml File.

Required

You must restore the original file that you backed up before upgrading your domain with the Upgrade Assistant.

See Restoring the mapViewerConfig.xml File.

Upgrade the existing domain configurations with the Upgrade Assistant.

Required

After you have reconfigured your existing domain, you must run the Upgrade Assistant to upgrade all configurations used by your existing domain.

You can see all the components within your domain that will be upgraded on the Component List screen when you run the Upgrade Assistant. For the complete procedure, see Upgrading Domain Components Using the Upgrade Assistant.

Restart the servers and Oracle Analytics Server instance.

Required

The upgrade process is complete. You can now restart the Administration Server, the Managed Servers, and your Oracle Analytics Server instance.

See Starting Servers and Processes.

Verify your upgrade.

Required

It is important to compare your existing environments and verify that the data and configuration settings are consistent in the newly upgraded environment.

Perform the post-upgrade tasks.

Required

For a list of post-upgrade tasks, see Post-Upgrade Tasks.