a11 lessons learned during oracle business intelligence 11g
TRANSCRIPT
© Copyright 2012. Apps Associates LLC. 1
Lessons Learned During Oracle Business Intelligence 11g Upgrade
© Copyright 2012. Apps Associates LLC. 2
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
© Copyright 2012. Apps Associates LLC. 3
Key Stages of Project
Upgrade Assessment
Planning
Upgrade Execution
Testing / Validation
Go Live / Rollout
© Copyright 2012. Apps Associates LLC. 4
Upgrade AssessmentAnalyze Current State
HW, Data Sources, Reports, Customizations, Security, Support Process
Align to BI RoadmapIntegration Points, Growth of Usage and Data, New Projects, Certifications
Define Future StateScalable, Capacity Planning, Mock Upgrade
Value PropositionJustification with New Features
© Copyright 2012. Apps Associates LLC. 5
Upgrade Assessment
Deliverables
High Level Project Plan
Business Users –
New features awarenessAnimated transitions, range and paging sliders, oracle scorecards, map viewer, mobile, etc.
IT Users –
Technology stack awarenessWeblogic
Server, Security and Administration Changes
Updated BI Roadmap
© Copyright 2012. Apps Associates LLC. 6
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
© Copyright 2012. Apps Associates LLC. 7
Upgrade Execution
Things required for the upgrade
RPD With Administrator password
Web catalog
Delivers
Scheduler Schema (Delivers), BI PUB Scheduler Schema
© Copyright 2012. Apps Associates LLC. 8
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
© Copyright 2012. Apps Associates LLC. 9
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)
© Copyright 2012. Apps Associates LLC. 10
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
© Copyright 2012. Apps Associates LLC. 11
Upgrade Execution
Security
Presentation Catalog Objects Security
Roles and Policies
Authentication and Single Sign On
Group Filters and repository object permissions
© Copyright 2012. Apps Associates LLC. 12
Upgrade Execution
Few Post-Upgrade Issues
Multiple Pie Charts
Browser Compatibility
Span Title
Legend
Other Issues
© Copyright 2012. Apps Associates LLC. 13
Multiple pie chartsOne pie chart is splitting as Multiple pie charts (Pivoted Chart)
© Copyright 2012. Apps Associates LLC. 14
Multiple pie chartsSolution: Create a pie chart view only instead of pivot chart view
© Copyright 2012. Apps Associates LLC. 15
Browser Compatibility Chart is not displaying in the Internet explorer for Pivot charts
.
© Copyright 2012. Apps Associates LLC. 16
Browser Compatibility Solution: Set the 1000’s separator for the metric or Use a different browser (Firefox
or Chrome)
.
© Copyright 2012. Apps Associates LLC. 17
Span TitleIssue: HTML in column headings
.
© Copyright 2012. Apps Associates LLC. 18
Span TitleSolution: Take the content and place it again
.
© Copyright 2012. Apps Associates LLC. 19
Chart LegendIssue: Legend is showing up the Measure
.
© Copyright 2012. Apps Associates LLC. 20
Chart LegendSolution: Re create the report in chart view
.
© Copyright 2012. Apps Associates LLC. 21
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
© Copyright 2012. Apps Associates LLC. 22
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
© Copyright 2012. Apps Associates LLC. 23
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.
© Copyright 2012. Apps Associates LLC. 24
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
© Copyright 2012. Apps Associates LLC. 25
Testing
Test Customizations
Scripting changes
Custom skins and styles
Message templates
Write back functionality
Saved selections
© Copyright 2012. Apps Associates LLC. 26
Testing
Performance Tests
Same type of environments
Enriched visualization –
impact on performance
Usage Tracking
Performance Counters, Enterprise Manager
© Copyright 2012. Apps Associates LLC. 27
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
© Copyright 2012. Apps Associates LLC. 28
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