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Lessons Learned During
Oracle Business Intelligence 11g
Upgrade
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Apps Associates
Value Delivery

Core to Our Mission

E-Business Suite
Implementation &
Managed Services

*OBIEE, Pre-Built BI
Analytics

Hyperion EPM

Middleware,
Integration

Infrastructure Services

Subject Matter
Experts

Best Practice
Methodology

High Value ROI

Local / Global
Service Delivery
Boston

New York

Chicago

Atlanta

Germany

Netherlands

India

Middle East
* Selected by Oracle as BI Pillar Partner
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Key Stages of Project
Upgrade Assessment
Planning
Upgrade Execution
Testing / Validation
Go Live / Rollout
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Upgrade Assessment
Analyze Current State
HW, Data Sources, Reports, Customizations, Security,
Support Process
Align to BI Roadmap
Integration Points, Growth of Usage and Data, New
Projects, Certifications
Define Future State
Scalable, Capacity Planning, Mock Upgrade
Value Proposition
Justification with New Features
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Upgrade Assessment
Deliverables
High Level Project Plan
Business Users

New features awareness
Animated transitions, range and paging sliders, oracle
scorecards, map viewer, mobile, etc.
IT Users

Technology stack awareness
Weblogic

Server, Security and Administration
Changes
Updated BI Roadmap
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Planning
Scope: Pre upgrade activities: obsolete objects
Project timelines: Consider the new releases
Instance Strategy

for both 10g and 11g
User Training

when is the right time? Before to
UAT
Testing

Commitment from Business and IT Users
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Upgrade Execution
Things required for the upgrade
RPD With Administrator password
Web catalog
Delivers
Scheduler Schema (Delivers), BI PUB Scheduler Schema
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Upgrade Execution
About Oracle BI Upgrade Assistant
Moves appropriate files to right places, Initiates component
upgrade routines
RPD including users and groups to WLS
Presentation Catalog
Scheduler Schema (Delivers), BI PUB Scheduler Schema
Configuration Files, Custom style sheets, Java Script
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Upgrade Execution
Repository
Consistency check warnings and errors
Unused objects

one less thing to validate
Query optimization

impact on existing reports
AS-IS Vs. New Features (Ex: hierarchies)
Session Initialization Blocks (Allow deferred execution)
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Upgrade Execution
Presentation Objects
Oracle Published appearance and behavior changes
Charting Engine and Browser compatibility
Enhanced MDX query generation
No Results/HTML / additional columns and filters
Mandatory patches
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Upgrade Execution
Security
Presentation Catalog Objects Security
Roles and Policies
Authentication and Single Sign On
Group Filters and repository object permissions
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Upgrade Execution
Few Post-Upgrade Issues
Multiple Pie Charts
Browser Compatibility
Span Title
Legend
Other Issues
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Multiple pie charts
One pie chart is splitting as Multiple pie charts (Pivoted Chart)
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Multiple pie charts
Solution: Create a pie chart view only instead of pivot
chart view
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Browser Compatibility
Chart is not displaying in the Internet explorer for Pivot
charts
.
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Browser Compatibility
Solution: Set the 1000s separator for the metric or Use a
different browser (Firefox

or Chrome)
.
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Span Title
Issue: HTML in column headings
.
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Span Title
Solution: Take the content and place it again
.
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Chart Legend
Issue: Legend is showing up the Measure
.
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Chart Legend
Solution: Re create the report in chart view
.
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Other Issues
Pivot chart navigation ( Create the report in chart view
/11.1.16.2 BP1 Patch)
Initialization blocks not getting executed (Staled connection
pools, change the different static variables connection pools
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Testing
Post-Upgrade Repository Tests
Single and multiple data sources
Automated command line testing using nqcmd
Subject Area wise measures.
BI Server resultset

-

different due to query optimization
Hierarchies enhancement
Initialization blocks failing run-time
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Testing
Web Catalog Tests
Manual testing for formatting and layout changes, charts
Automated testing for result sets
Known enhancements with certain views, new calculation
measures in pivot views, html , design changes such as No
Results views..
Engaging Oracle Support from the beginning.
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Testing
Security Tests
Object level permissions manual and automated testing
Repository object level permissions
Single Sign On

EBS SSO & personalized iBots
Integration with other applications
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Testing
Test Customizations
Scripting changes
Custom skins and styles
Message templates
Write back functionality
Saved selections
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Testing
Performance Tests
Same type of environments
Enriched visualization

impact on performance
Usage Tracking
Performance Counters, Enterprise Manager
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Testing
User Acceptance Testing
Power user training
As-Is upgrade objects, objects with new features.
Accountability and ownership with scorecards and watch
lists
Prioritizing issues
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GO-LIVE Strategy
Parallel Systems -

For a month/quarter?
End user training

before to go-live/ UAT
Power user training

for additional new features
(beginning)
Helpdesk for quick help
Thank You