Preparing to Migrate from Business Intelligence Cloud Service to Oracle Analytics Cloud

Introduction

This post is the first in a two-part series and details the tasks required to prepare for a migration from Business Intelligence Cloud Service (BICS) to Oracle-Managed Oracle Analytics Cloud (OAC) running on Oracle Cloud Infrastructure (OCI).

For details on completing the migration to OAC see Completing the Migration from Business Intelligence Cloud Service to Oracle Analytics Cloud.

This post uses the method of having Data Visualization project owners export and import their own projects. This may be the cleanest way to ensure that all the associated connections and data sets are properly migrated with the correct security settings.  An alternative method is to have an administrator attempt to change the security settings and possibly ownership of all DV objects prior to taking the snapshot and then attempt to change those settings back after the snapshot is migrated.

Updates

Published on November 28th, 2018.

Validations

Last validated November 9th, 2018 with OAC 18.3.3-69 and BICS 18.1.5

Assumptions

All migrations of Identity, Data Sources, APEX Applications, Network, and Compute have been performed.

The target OAC instance has been correctly sized and provisioned.

Topics

Preparing a Schema Service Export

Preparing the Snapshot

Preparing Non-Snapshot Objects

 

Prerequisites

Administrators and users need the BICS URL.

Administrators need the BI Cloud Service Administrator role to create and download snapshots. Users only need the ability to export projects.

If you are exporting the Schema Service, the Database Administrator role is required. Also, to download the export file, If the SFTP user password is not known, then the Identity Domain Administrator role is required to reset the password.

Preparing a Schema Service Export

If an RPD is used for the model, then the Schema Service is not used for reporting and this task can be skipped.

If the Schema Service contains business data that is used for reporting, then the data needs to be exported to a .dmp export file. The overall documentation is at Migrating from Database Schema Service to Oracle Database Cloud Service. Refer also to Copy Data from BICS Schema Service to BICS DBaaS or on On-Premise DB for additional details.

Create an Export File

Refer to Exporting Your Database Schema for the detailed steps. This post uses the option for an instance created before August, 2017.

Download the Export File

Refer to: Downloading a Data Export for the detailed steps.

The SFTP account password is required. If it is not available, follow the steps in Setting Up Secure FTP Account to reset the password.

The Identity Domain Administrator role is required to change the password.

Preparing the Snapshot

A snapshot captures the state of your environment at a point in time. It does not include data that is hosted on external data sources.

Snapshot Objects:

Data Model

The data models created using the Thin Client Modeler (TCM)

— or —

The RPD in use

Catalog Content

The Data Visualization (DV) projects and BI reports, dashboards, actions, action links, global variables, etc.

Not included are TCM Connections, Search Settings, and Deliveries

Application Roles

Default and custom application roles defined for your system.

Preparing User Folders

Private user folders in the catalog are not available to users after a migration.

Users may decide the objects in their private folders do not need to be migrated

Two options exist for user (private) folders. In either case user involvement is required.

* Each user archives and downloads their folder to a local client location. They can then unarchive it into OAC.
* An Administrator creates a user shared folder for users to copy their folders into. Users then copy their folders to it. The user shared folder is available to users after a migration and they may move their contents into their new private folder in OAC.

The steps for users copying their folder into the user shared folder option are below:

  1. 1. The User Shared Folder has been created by an administrator.
  2. 2. User selects My Folders and clicks Copy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. User selects User Shared Folder and clicks Paste

4. Optionally, the user may expand More and click Permissions to secure their objects.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Create a Snapshot

Refer to Taking a Snapshot for the steps.

Download the Snapshot

Refer to Downloading Snapshots for the steps.

Preparing Non-Snapshot Objects

Some objects do not come over in a snapshot or are not available to an administrator after the migration. These objects should either be downloaded or noted.

Downloading Objects

Users need to export their own DV projects. Refer to Exporting a Project as an Application for the steps.

Noting the Remaining Objects

The following objects must be manually recreated after a snapshot is migrated. Note the details for each object.

TCM Connections (Only if using the TCM)

Refer to Connecting to Data in an Oracle Cloud Database to view the connections.

Custom Application Roles

Refer to Adding Your Own Application Roles to view the custom application roles.

Search Settings

Refer to Configuring Search Indexing to view the search settings.

Deliveries

Follow these steps to view the deliveries:

From the Analytics home page, Click Console

 

Click Deliveries

Note the analyses/reports used for the deliveries.

 

 

 

 

 

 

 

 

 

 

 

 

Summary

This post detailed the steps required to prepare for a migration from Business Intelligence Cloud Service to Oracle Analytics Cloud. You now have what is needed to complete the migration. Refer to Completing the Migration from Business Intelligence Cloud Service to Oracle Analytics Cloud for those steps.

For more OAC, BICS and BI best practices, tips, tricks, and guidance that the A-Team members gain from real-world experiences working with customers and partners, visit Oracle A-Team Chronicles for BICS and Oracle A-Team Chronicles for OAC.

References

Completing the Migration from Business Intelligence Cloud Service to Oracle Analytics Cloud

Migrating from Database Schema Service to Oracle Database Cloud Service

Copy Data from BICS Schema Service to BICS DBaaS or on On-Premise DB

Exporting Your Database Schema

Downloading a Data Export

Setting Up Secure FTP Account

Taking a Snapshot

Downloading Snapshots

Exporting a Project as an Application

Connecting to Data in an Oracle Cloud Database

Adding Your Own Application Roles

Oracle A-Team Chronicles for BICS

Oracle A-Team Chronicles for OAC.


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