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.
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.
Refer to Exporting Your Database Schema for the detailed steps. This post uses the option for an instance created before August, 2017.
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.
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.
The data models created using the Thin Client Modeler (TCM)
-- or --
The RPD in use
The Data Visualization (DV) projects and BI reports, dashboards, actions, action links, global variables, etc.
Not included are TCM Connections, Search Settings, and Deliveries
Default and custom application roles defined for your system.
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.
User selects My Folders and clicks Copy
User selects User Shared Folder and clicks Paste
Optionally, the user may expand More and click Permissions to secure their objects.
Refer to Taking a Snapshot for the steps.
Refer to Downloading Snapshots for the steps.
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.
Users need to export their own DV projects. Refer to Exporting a Project as an Application for the steps.
The following objects must be manually recreated after a snapshot is migrated. Note the details for each object.
Refer to Connecting to Data in an Oracle Cloud Database to view the connections.
Refer to Adding Your Own Application Roles to view the custom application roles.
Refer to Configuring Search Indexing to view the search settings.
Follow these steps to view the deliveries:
From the Analytics home page, Click Console and then Click Deliveries.
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 http://www.ateam-oracle.com/dayne-carley