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Lift and Shift of BIAPPS Artifacts to Oracle Business Intelligence Cloud Service

Authors: Swathi Singamareddygari , Anand Sadaiyan

Table of Contents

Disclaimer
Section 1: Lifting and Shifting Application Roles
Section 2: Lifting and Shifting the Repository
Section 3: Lifting and Shifting the Web Catalogue
Section 4: Repository ADF and Consistency Checks

Disclaimer

This document does not replace the Oracle Business Intelligence Cloud Service Documentation Library or other Cloud Services documents. It serves as a supplement for lifting and shifting Business Intelligence Applications Artifacts (BIAPPS / OBIA) to BI Cloud Service (BICS).

This document is written based on the BI cloud version 17.2.5. Screenshots included in this document might differ slightly from what you see on your screen. 

Note: This is a supplementary document for installing Oracle BI Applications on Paas with Oracle BI Cloud Service (Doc ID 2136376.1).
It is always a good practice to take a snapshot of the current environment in Oracle BI Cloud Service, before performing any lift and shift activities. Ensure that you create a snapshot before proceeding.

Section 1: Lifting and Shifting Application Roles

Oracle BI Applications has delivered a BAR (obia_bics_v0.9.bar) file with the out of the box BIAPPS application roles. Download the BAR file from My Oracle Support (Doc ID: 2136376.1) and upload the application roles to Oracle BI Cloud Service environment.

Uploading the Application Roles BAR File:

  1. Login to the Oracle BI Cloud Service environment.
  2. From the Oracle BI Cloud Service home page, navigate to the Console and click on Snapshots and Models.
  3. Click Upload Snapshot to upload the delivered Application Roles BAR file. See Uploading Snapshots .
  4. Select the delivered obia_bics_v0.9.bar file and enter “Admin123” as the password.

  1.  Select the uploaded snapshot, click the Restore action, and in Restore Snapshot popup, select Application Roles and click Restore to restore the snapshot for Application Roles. See Restoring Snapshots.

  1. Verify the imported Application Roles in the Application Role Management page (Console -> Users and Roles -> Application Roles).

Section 2: Lifting and Shifting the Repository

Overview:

Administrators can upload the on premises repository to Oracle BI Cloud Service using the steps mentioned below. While setting up Oracle BI Applications setup on the PaaS environment, the repository is provisioned with the required connection details. Administrators can obtain the Oracle BI Applications provisioned repository from the Compute environment.

For example : /u01/app/oracle/middleware/instances/instance1/bifoundation/OracleBIServerComponent/coreapplication_obis1/repository .

Note:
You can’t import the provisioned repository directly into Oracle BI Cloud Service because the severity of the consistency check has been increased in Oracle BI Cloud Service when compared to Oracle BI EE 11.1.1.9. Hence you must fix the consistency check issues before uploading the Repository to Oracle BI Cloud Service environment.

Fixing ADF and Consistency Check Issues:
You must fix the ADF and consistency check issues with the repository in your local environment and then upload the ‘fixed’ repository to Oracle BI Cloud Service. For the ease of use, all the changes are documented in the Section 4: Repository ADF and Consistency Checks. It is a mandatory requirement to fix the consistency check issues.

Steps to be followed for lifting and shifting of repository

  1. Login to the Oracle BI Cloud Service environment
  2. Navigate to Console from the home page and click on Snapshots and Models.

  1. Replace the Oracle BI Cloud Service data model with on premises repository using the “Replace Data Model” option and provide the password for the on premises repository. Ensure that you select the repository in which you fixed the consistency check issues.

  1. Verify the uploaded repository by navigating to Analyses and clicking “Create Analysis”. You see the available subject areas. For more details on repository lifting and shifting refer to Uploading an On Premises Data Model to Oracle BI Cloud Service

Section 3: Lifting and Shifting the Web Catalogue

Administrators can upload web catalogue artifacts from another Oracle BI Cloud Service or Oracle BI Enterprise Edition 11.1.1.9.0 or later. 

 Lifting and shifting the web catalogue mainly involves these two activities:

  1. Archive individual functional area folder from the web catalogue available in the compute node
  2. Unarchive each folder to Company Shared in the Oracle BI Cloud Service environment.

Lifting of Presentation catalog in the Compute node

  1. Open the Oracle BI Applications analytics, which is in the compute node. For Example https://<host_name>:<port>/analytics
  2. Navigate to the Catalog and expand Shared Folders in the left pane.

  1. Select the functional area folder and click Archive in Tasks pane.

  1. Select the Keep Permissions and Keep Timestamps option and click Ok.

  1. Repeat steps 3 and 4 for all functional area folders.
  1. Once archiving is done login to the Oracle BI Cloud Service environment and follow the steps for shifting the BI Presentation Catalogue.

Shifting the Presentation Catalogue in Oracle BI Cloud Service Environment

  1. Login to the Oracle BI Cloud Service  environment
  2. Navigate to the Catalog from the home page.
  3. Expand the Company Shared folder in the Folder section.
  4. If you prefer to keep “Sample App” folder, then Skip Step 5 and 6.
  5. Select the SampleApp Folder and click Delete under Tasks pane.

  1. Click OK in the Confirm Delete page.

  1. Select Company Shared folder in the Folders pane.  

8. Select Unarchive from the Tasks pane, browse to the archive file created for each functional area, and select "Preserve" for the ACL option.

  1. Repeat steps 7 and 8 to Unarchive all functional area folders to Company Shared folder.
  2. Click on the Dashboard menu to see all the dashboards 11. Click on any dashboard and check for results.

Section 4: Repository ADF and Consistency Checks

For the ease of use, all the consistency check issues have been documented in the attached spreadsheet (BICS_Lift_And_Shift_17x.xls). Detailed steps have been provided for fixing consistency check issue for “SET ID-based Security”. Follow similar steps to fix the consistency check issues for the other application roles mentioned in the attached spreadsheet

For fixing the ADF Issues, follow the technote attached in the ARU 20780126.

If you are using the trimmed Oracle BI Applications repository then all the issues mentioned here might not be applicable. Fix only the applicable issues.

Any modifications to the repository should be done in the Local environment and it is your responsibility to maintain the repository.

Detailed Steps for fixing SET ID-based Security Application Role:

  1. Open the repository with the BI Server Admin tool and click on Manage and then Identity.

  1. In Identity Manager window search for the application role “SET ID-based Security”, right click and select Properties.

  1. Click Permissions and then the Data Filters tab.

  1. Modify the "Core"."Dim - Customer"."Set Id” data filter expression to   "Core"."Dim - Customer"."Set Id"=VALUEOF(NQ_SESSION."SET_ID") .

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