Oracle BI Applications Upgrade - Part 1

donkey rides

Those among you who have undertaken the quest of a Siebel CRM upgrade know what it means to upgrade one (1) repository and merge new standards with old customizations.

How does it (look and) feel to upgrade the stunning number of four (4) different repositories, such as in Oracle BI Applications where we currently have

  • 1 Informatica repository
  • 1 DAC repository
  • 1 BI Server repository
  • 1 Presentation Catalog

I had the opportunity to do a POC for a custom training and this series of posts tries to point you to the basic steps and pitfalls.

The slightly customized BI Application we have to start with consists of the following

  • Oracle BI EE
  • Oracle BI Applications 7.9.2 including DAC
  • Informatica 7.1.4
The target versions are

  • Oracle BI EE
  • Oracle BI Applications 7.9.5
  • Informatica 8.1.1 SP4
  • DAC

In this first part of the series we cover upgrading the infrastructure basically by installing the new versions of the software packages.

However, whenever you undertake an upgrade make sure you read the fabulous manual. And read it before you lay your hands on the keyboard.

Step 1: Upgrade the Oracle BI EE Infrastructure

This is a straightforward step since you simply install the new version on top of the old version, which is a supported practice even for Siebel Analytics 7.8.4. Of course, you will do a backup of all valuable files and if you modified any standard xml files you better watch out and copy them to the custom folders next time ;-)

Step 2: Upgrade Oracle BI Applications

Now it's time for another backup, this time you copy the entire DAC directory to a safe place. Next you backup any custom files (scripts, parameter files etc.).

We have to uninstall the existing version of Oracle BI Applications and then install Oracle BI Applications 7.9.5.

Oracle BI Applications 7.9.5 are "Fusion Edition"

Step 3: Upgrade Informatica 7.1.4 to 8.1.1 SP4

Oracle BI Applications 7.9.5 come with exclusive support for Informatica 8.1.1 SP4 which is a bit of a challenge as 8.1.1 has a completely different server architecture (see delta summary below).

Best thing is to carefully follow the pre-upgrade steps in the Informatica PowerCenter 8.1.1 Installation and Configuration Guide, especially creating another database (or schema) for the new repository

Backup time again. This time we take care of the existing repository and the Repository Agent configuration file (.cfg).

Then we uninstall previous versions of Informatica Servers and Clients and install Informatica Services and Clients 8.1.1 and apply SP4 immediately afterwards. The installer creates the new repository service, make sure you name it different than the previous repository.

Caveat: Note that the install.exe might not launch if a java-based process such as Oracle's Enterprise Manager Console is running.

Quick Delta for Informatica 7.1.4 to 8.1.1 SP 4 (Windows)

  • No separate windows services for Informatica server and Informatica Repository Server
  • New "wrapper" service: "Informatica Services 8.1.1"
  • Server administration now done completely in a web client
  • Repository service and Integration Service (formerly known as Informatica server) are administered from the central web-based administration console
  • New concept of domains, which contain nodes, which host processes such as repository and integration services.

The web-based Informatica administration console in version 8.1.1

Step 4: Configure the new Informatica 8.1.1 Services

Follow the steps in the Oracle BI Applications 7.9.5 Installation Guide to set up the basic infrastructure. Import the new version of the Informatica Repository provided by the BI Apps 7.9.5 installer into the new Informatica 8.1.1 database. Copy the source and lookup files to the correct directories. Set PowerCenter properties according to the guide.

That's it for today, stay tuned for Part 2 where we will install DAC, upgrade the Informatica repository and the BAW schema.


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The intention of this blog is to share findings about Siebel CRM and Oracle Business Intelligence Enterprise Edition (Oracle BI EE formerly known as Siebel Analytics) from technical and other (sometimes unprecedented) perspectives.


« February 2015