Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Diversity and Inclusion
• Related Documents
• Conventions

1 Introduction to Upgrading Oracle Business Intelligence to 12c

• About the Starting Points for Oracle Business Intelligence Upgrade
• About the Oracle Business Intelligence Standard Topology
• About Upgrade Restrictions

2 Pre-Upgrade Requirements

• Oracle Business Intelligence Pre-Upgrade Checklist
• Creating a Complete Backup
  • Backing Up the Schema Version Registry Table
  • Maintaining Customized Domain and Environment Settings
• Creating a Replica of Your Production Environment for Testing
• Verifying Certification and System Requirements
  • Verify Your Environment Meets Certification Requirements
  • Verify System Requirements and Specifications
    • Migrating from a 32-Bit to a 64-Bit Operating System
      • Procure the Hardware That Supports the Upgrade's 64-bit Software Requirement
      • Stop All Processes
      • Back Up All Files from the 32-bit Host Machine
      • Set Up the Target 64-bit Machine with the Host Name and IP Address
      • Restore the Backup from 32-bit Host to 64-bit Host
      • Install the 12c Product Distributions on the Target Machine
      • Upgrade the Target 64-bit Environment Using the Standard Upgrade Procedure
  • Verify That the Database Hosting Oracle Fusion Middleware is Supported
  • Verify that the JDK Is Certified for This Release of Oracle Fusion Middleware
• Updating Policy Files when Using Enhanced Encryption (AES 256)
• Purging Unused Data
• Creating a Non-SYSDBA User to Run the Upgrade Assistant
• Disabling Internal SSL

3 Upgrading Oracle Business Intelligence from 11g (Out-of-Place Migration)

• About the Oracle Business Intelligence Migration Process
• 11g to 12c Migration Prerequisites
  • Optimizing the 11g System
• Installing the Product Distributions
• Creating the Required 12c Schemas
• Configuring Oracle BI Domain with the Configuration Assistant
• Stopping Servers and Processes
• Generating the BI Migration Tool (bi-migration-tool.jar)
• Creating the Export Bundle
• Importing with the BI Migration Script (migration-tool.sh|cmd)
• Starting Servers and Processes

4 Post-Migration Tasks for Oracle BI EE

• Migrating Catalog Groups
• Migrating Configuration of Oracle BI EE
  • Migrating the Security Configuration for Oracle BI with Oracle WebLogic Server
  • Migrating the Oracle Enterprise Manager Fusion Middleware Control Security Configuration
  • Migrating the Oracle Enterprise Manager Fusion Middleware Control Managed Business Intelligence Configurations
  • Migrating the Oracle Enterprise Manager Fusion Middleware Control Managed Business Intelligence Log Configuration
  • Migrating the Oracle BI Server Configuration
  • Migrating the Oracle BI Presentation Server Configuration
• Configuring the Database to Use DataDirect Drivers
• Configuring Usage Tracking
• Configuring the SQL Server
• Adding Roles and Permissions
• Configuring MySQL for Oracle BI
• Checking Oracle BI JavaHost Configuration
• Enabling Clusters
• Enabling Oracle Hardware Acceleration and Compatibility Mode
• Setting the Compatibility Framework for Oracle BI Server
• Migrating the Fusion Middleware MapViewer Configuration
• Resolving Authentication Issues After Migration
• Copying Configuration Files
• Removing the Display of HTML Codes in a Customized "No Results" Message

5 Post-Migration Tasks for Oracle BI Publisher

• Migrating Scheduler Jobs and Job History
• Removing the BISystemUser Policy from the JMSResource Security Configuration
  • Manually Removing the BISystemUser Policy
  • Removing the BISystemUser Policy using a WLST Script

6 Upgrading Oracle Business Intelligence from a Previous 12c Release

• About the Oracle Business Intelligence Upgrade Process
• Installing the Product Distributions
• Running a Pre-Upgrade Readiness Check
  • About Running a Pre-Upgrade Readiness Check
  • Starting the Upgrade Assistant in Readiness Mode
    • Upgrade Assistant Parameters
  • Performing a Readiness Check with the Upgrade Assistant
  • Understanding the Readiness Report
• Stopping Servers and Processes
• Upgrading Product Schemas
  • Starting the Upgrade Assistant
    • Upgrade Assistant Parameters
  • Upgrading Product Schemas Using the Upgrade Assistant
  • Verifying the Schema Upgrade
• Backing Up the mapViewerConfig.xml File
• About Reconfiguring the Domain
  • Backing Up the Domain
  • Starting the Reconfiguration Wizard
  • Reconfiguring the Oracle BI Domain with the Reconfiguration Wizard
• Restoring the mapViewerConfig.xml File
• Upgrading Domain Component Configurations
  • Starting the Upgrade Assistant
    • Upgrade Assistant Parameters
  • Upgrading Domain Components Using the Upgrade Assistant
• Verifying the Domain-Specific-Component Configurations Upgrade
• Starting Servers and Processes

7 Upgrading Scaled-Out Systems from a Previous 12c Release

• About the Multi-Node Oracle Business Intelligence Upgrade Process
• Checking the Status of the Servers in the Oracle BI Instance
• Installing the Product Distributions on Node1 and Node2
• Running a Pre-Upgrade Readiness Check
  • About Running a Pre-Upgrade Readiness Check
  • Starting the Upgrade Assistant in Readiness Mode
    • Upgrade Assistant Parameters
  • Performing a Readiness Check with the Upgrade Assistant
  • Understanding the Readiness Report
• Stopping Servers and Processes
• Upgrading Product Schemas
  • Starting the Upgrade Assistant
    • Upgrade Assistant Parameters
  • Upgrading Product Schemas Using the Upgrade Assistant
  • Verifying the Schema Upgrade
• Backing Up the mapViewerConfig.xml File
• About Reconfiguring the Domain
  • Backing Up the Domain
  • Starting the Reconfiguration Wizard
  • Reconfiguring the Oracle BI Domain with the Reconfiguration Wizard
• Restoring the mapViewerConfig.xml File
• Upgrading Domain Component Configurations
  • Starting the Upgrade Assistant
    • Upgrade Assistant Parameters
  • Upgrading Domain Components Using the Upgrade Assistant
• Verifying the Domain-Specific-Component Configurations Upgrade
• Packing the Upgraded Domain on Node1
• Unpacking the Upgraded Domain on Node2
• Synchronizing Connection Details to the Mid-Tier Database
• Starting the Node Manager on Node2
• Starting Servers and Processes
• Checking the Status of the Servers in the Oracle BI Instance

8 Post-Upgrade Tasks

• Enabling Internal SSL
• Migrating Catalog Groups
• Allowing Content Developers to Include HTML Markup
• Ensuring the Proper Version of Oracle R

A Known Differences: Oracle Business Intelligence 12c

• SCM: DSO and AR Balance Trend Are Displayed Differently in 12c
• Visual Cues in BI Composer are Displayed the Same Accessibility Mode
• Enabling Embedded Content in Dashboards
• Trellis Views Display Without Grid Lines in 12c
• Domain Home and bipublisher Folder Path Different in 12c
• Oracle BI EE Content Changes for 12c
• Changes to Catalog Structure
• Installing Oracle BI with Oracle Database Release 12.2.0.1.0
• Specifying Widths of Sections on Dashboard Pages
• Changes in the Footer of Target Analysis
• Change in the Location of the tnsnames.ora File

B Migrating Security Certificates when Using Secure LDAP

• Creating an Oracle Wallet
• Specifying the Wallet Directory

C Updating the JDK After Installing and Configuring an Oracle Fusion Middleware Product

• About Updating the JDK Location After Installing an Oracle Fusion Middleware Product
  • Updating the JDK Location in an Existing Oracle Home
  • Updating the JDK Location in an Existing Domain Home

D Stopping Servers and Processes