a11 lessons learned during oracle business intelligence 11g

© Copyright 2012. Apps Associates LLC. 1

Lessons Learned During Oracle Business Intelligence 11g Upgrade


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

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High Value ROI•

Local / Global Service Delivery

Boston ■

New York ■

Chicago ■

Atlanta ■

Germany ■

Netherlands ■

India ■

Middle East

* Selected by Oracle as BI Pillar Partner


Key Stages of Project

Upgrade Assessment

Planning

Upgrade Execution

Testing / Validation

Go Live / Rollout


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


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


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


Upgrade Execution

Things required for the upgrade

RPD With Administrator password

Web catalog

Delivers

Scheduler Schema (Delivers), BI PUB Scheduler Schema


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


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)


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


Upgrade Execution

Security

Presentation Catalog Objects Security

Roles and Policies

Authentication and Single Sign On

Group Filters and repository object permissions


Upgrade Execution

Few Post-Upgrade Issues

Multiple Pie Charts

Browser Compatibility

Span Title

Legend

Other Issues


Multiple pie chartsOne pie chart is splitting as Multiple pie charts (Pivoted Chart)


Multiple pie chartsSolution: Create a pie chart view only instead of pivot chart view


Browser Compatibility Chart is not displaying in the Internet explorer for Pivot charts

.


Browser Compatibility Solution: Set the 1000’s separator for the metric or Use a different browser (Firefox

or Chrome)

.


Span TitleIssue: HTML in column headings

.


Span TitleSolution: Take the content and place it again

.


Chart LegendIssue: Legend is showing up the Measure

.


Chart LegendSolution: Re create the report in chart view

.


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


Testing

Post-Upgrade Repository Tests

Single and multiple data sources

Automated command line testing using nqcmd

Subject Area wise measures.

BI Server resultset

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different due to query optimization

Hierarchies enhancement

Initialization blocks failing run-time


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.


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


Testing

Test Customizations

Scripting changes

Custom skins and styles

Message templates

Write back functionality

Saved selections


Testing

Performance Tests

Same type of environments

Enriched visualization –

impact on performance

Usage Tracking

Performance Counters, Enterprise Manager


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


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

a11 lessons learned during oracle business intelligence 11g

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