OBIEE is Dead, Long Live Oracle Analytics: Time to Upgrade!

Are you still working on a on-premise OBIEE? Then you must check out Oracle Analytics since OBIEE is coming to the end of its product lifecycle!

This session explores what benefits Oracle Analytics brings for OBIEE customers, and walks you through the upgrade process. It includes a thorough comparison between Oracle Analytics Cloud and Server along with discussions on all the difficult migration hurdles, and how to successfully overcome them.

Transcript

1. info@rittmanmead.com www.rittmanmead.com @rittmanmead OBIEE is Dead, Long Live Oracle Analytics Time to Upgrade!
2. info@rittmanmead.com www.rittmanmead.com @rittmanmead Oracle ACE Associate ITOUG Board member Principal Consultant at Rittman Mead Working with BI/Analytics tools since 2010 Based in Trebaseleghe Venice, Italy https://fventurin.hashnode.dev federico.venturin@rittmanmead.com Federico Venturin
3. info@rittmanmead.com www.rittmanmead.com @rittmanmead Doc ID 1664916.1 12.2.1.4 is the terminal release Premier Support Ends Dec 2025 Extended Support Ends Aug 2027 OBIEE is Dead
4. info@rittmanmead.com www.rittmanmead.com @rittmanmead OBIEE (do nothing) Migrate to Oracle Analytics Migrate to a different tool Options
5. info@rittmanmead.com www.rittmanmead.com @rittmanmead Suite of tools and services for unified analytics across the enterprise Supports all types of analytics use cases Deployment options: Oracle Analytics Cloud (Oracle-managed) Oracle Analytics Server (Customer-managed) What is Oracle Analytics?
6. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cloud benefits Scalability and flexibility, cost-efficiency, security, automatic updates and maintenance Exclusive features Data replication, Oracle Analytics Day by Day, Natural language generation No access to the underlying server and configuration files Limits based on the number of OCPUs (Plan Your Service) Why Oracle Analytics Cloud?
7. info@rittmanmead.com www.rittmanmead.com @rittmanmead Full control More customization options Customers responsible of maintenance and backup New features are released only once a year Why Oracle Analytics Server?
8. info@rittmanmead.com www.rittmanmead.com @rittmanmead What's Interesting for OBIEE Customers?
9. info@rittmanmead.com www.rittmanmead.com @rittmanmead Not new Included at no cost Key features: User-friendly interface Responsive design Data can be uploaded and combined Data preparation capabilities Incorporates AI and ML Data Visualization (DV)
10. info@rittmanmead.com www.rittmanmead.com @rittmanmead
11. info@rittmanmead.com www.rittmanmead.com @rittmanmead Self-service data models Datasets
12. info@rittmanmead.com www.rittmanmead.com @rittmanmead Can contain multiple tables Files (XLSX, XLS, CSV and TXT) Suject Areas and analyses Connections to supported sources Datasets
13. info@rittmanmead.com www.rittmanmead.com @rittmanmead Quality Insights Identify anomalies and outliers Correct or replace values Datasets
14. info@rittmanmead.com www.rittmanmead.com @rittmanmead Single-click enrichments Datasets
15. info@rittmanmead.com www.rittmanmead.com @rittmanmead Available as external subject areas in Analytics Datasets
16. info@rittmanmead.com www.rittmanmead.com @rittmanmead In workbooks, you can add multiple datasets and blend them Blending relationships persist in Analytics Data Blending
17. info@rittmanmead.com www.rittmanmead.com @rittmanmead Visually impactful and fully interactive Can be embedded in dashboards and interact with existing prompts Enhanced Visualizations
18. info@rittmanmead.com www.rittmanmead.com @rittmanmead Created, trained and applied to datasets using data flows Predict values, classes, or identify groups without requiring ML expertise Predictive Models
19. info@rittmanmead.com www.rittmanmead.com @rittmanmead Modern alternative to the Model Administration Tool Browser-based data modeling tool Native GIT integration Semantic Modeler
20. info@rittmanmead.com www.rittmanmead.com @rittmanmead All-or-nothing approach for handling permissions (up to Nov 2023) Individual permissions can now be granted to user-defined roles Fine-Grained Permissions in DV
21. info@rittmanmead.com www.rittmanmead.com @rittmanmead Agents were automatically disabled after a migration (up to Nov 2023) Agents can now be disabled or maintain their status after a migration Restore Deliveries Options
22. info@rittmanmead.com www.rittmanmead.com @rittmanmead What Has Changed?
23. info@rittmanmead.com www.rittmanmead.com @rittmanmead Catalog is stored in database tables rather than the file system Most common system settings are managed in the DV Console page Different Behavior
24. info@rittmanmead.com www.rittmanmead.com @rittmanmead Act as another user BI Server Metadata Web Service Database storage for user group memberships (authentication provider BISQLGroupProvider) Oracle E-Business Suite (ICX cookie integration) Session personalization using system session variables such as GROUP, ROLES, DISPLAYNAME, USERLOCALE, TIMEZONE, PORTALPATH, SKIN Deprecated
25. info@rittmanmead.com www.rittmanmead.com @rittmanmead Act as another user BI Server Metadata Web Service Database storage for user group memberships (authentication provider BISQLGroupProvider) Oracle E-Business Suite (ICX cookie integration) Session personalization using system session variables such as GROUP, ROLES, DISPLAYNAME, USERLOCALE, TIMEZONE, PORTALPATH, SKIN Deprecated Not available in OAC
26. info@rittmanmead.com www.rittmanmead.com @rittmanmead Business Intelligence Composer Wizard Favorites Manager Fuse, Skyros, SkyrosCloud, blafp, and FusionFX dashboard styles Initialization blocks for authentication and authorization (set values for USER, ROLES, GROUP, GROUPS) Most Popular reports and dashboards Desupported and Planned for Removal
27. info@rittmanmead.com www.rittmanmead.com @rittmanmead Business Intelligence Composer Wizard Favorites Manager Fuse, Skyros, SkyrosCloud, blafp, and FusionFX dashboard styles Initialization blocks for authentication and authorization (set values for USER, ROLES, GROUP, GROUPS) Most Popular reports and dashboards Desupported and Planned for Removal Not available in OAC
28. info@rittmanmead.com www.rittmanmead.com @rittmanmead Albany fonts in analyses, dashboards, and pixel-perfect reports BI Scheduler Job Manager Catalog Manager Graphical User Interface Flash Templates Flat files and XML-based data sources Inclusion of Oracle Analytics Clients as part of the server installation Oracle Business Intelligence Mobile App Designer Desupported and no Longer Available
29. info@rittmanmead.com www.rittmanmead.com @rittmanmead Oracle Database 11.x Oracle Marketing Segmentation Oracle R and Oracle R Enterprise Scorecard and Strategy Management WebDAV Server Delivery Channel Desupported and no Longer Available
30. info@rittmanmead.com www.rittmanmead.com @rittmanmead How to Upgrade to Oracle Analytics?
31. info@rittmanmead.com www.rittmanmead.com @rittmanmead Rittman Mead's Approach Scoping and Assessment Adopt and Support Foundation Migrate
32. info@rittmanmead.com www.rittmanmead.com @rittmanmead What is in scope? Current platform architecture Data sources, security model, metadata repository and presentation catalog Customizations and integrations Software development lifecycle and operating model Usage tracking data analysis Outputs Target platform architecture Migration plan and recommendations for process changes Rittman Mead carries out the initial assessment free of charge Assessment
33. info@rittmanmead.com www.rittmanmead.com @rittmanmead System Requirements and Specifications for FMW 12.2.1.4 Certification Information for OAS Certification Information for OAC Data Sources and Data Types Reference for OAC Review the features deprecated or desupported in OAC and OAS Pre-Requisites
34. info@rittmanmead.com www.rittmanmead.com @rittmanmead In-Place 12.2.1.4 > OAS Out-of-Place* 11.1.1.9 > OAS > OAC 11.1.1.9 > OAS 12c > OAS 12.2.1.4 > OAC * Canonic approach Paths to Oracle Analytics
35. info@rittmanmead.com www.rittmanmead.com @rittmanmead In-Place 12.2.1.4 > OAS Out-of-Place* 11.1.1.9 > OAS > OAC 11.1.1.9 > OAS 12c > OAS 12.2.1.4 > OAC * Canonic approach Paths to Oracle Analytics
36. info@rittmanmead.com www.rittmanmead.com @rittmanmead In-Place 12.2.1.4 > OAS Out-of-Place* 11g > OAC | OAS 12c > OAC | OAS * Unofficial approach Paths to Oracle Analytics
37. info@rittmanmead.com www.rittmanmead.com @rittmanmead Creating a new OAC instance using the OCI Console is straightforward Building a Good OAC Foundation
38. info@rittmanmead.com www.rittmanmead.com @rittmanmead In the Navigator menu, click Analytics & AI > Analytics Cloud Building a Good OAC Foundation
39. info@rittmanmead.com www.rittmanmead.com @rittmanmead Select a compartment, and click Create Instance Building a Good OAC Foundation
40. info@rittmanmead.com www.rittmanmead.com @rittmanmead Enter a name and a brief description Building a Good OAC Foundation
41. info@rittmanmead.com www.rittmanmead.com @rittmanmead Select the size of your deployment Building a Good OAC Foundation
42. info@rittmanmead.com www.rittmanmead.com @rittmanmead Select the License and Edition, then click Create Building a Good OAC Foundation
43. info@rittmanmead.com www.rittmanmead.com @rittmanmead Creating a new OAC instance using the Console is straightforward It can be automated using the REST API or the Command Line But establishing a robust platform within OCI includes also: Setting up the network architecture and configuring access control Replicating existing users and groups in OCI IAM Connecting OAC to on-premises data sources Building a Good OAC Foundation
44. info@rittmanmead.com www.rittmanmead.com @rittmanmead Deploying OAS takes more time than OAC Building a Good OAS Foundation
45. info@rittmanmead.com www.rittmanmead.com @rittmanmead Complete the prerequisite steps Create the required folder structure Do not keep the configuration data (Domain home) in the Oracle home directory Obtain the appropriate product distributions and patches Download page for Oracle Analytics Server Critical Patch Update (CPU) Advisor For Oracle Analytics Server Building a Good OAS Foundation
46. info@rittmanmead.com www.rittmanmead.com @rittmanmead Install Java Developers Kit 8 Install Oracle WebLogic Server 12.2.1.4 Install Oracle Analytics Server 2024 Apply required patches Create RCU schemas for OAS Configure the OAS domain Reconfigure the security realm in WebLogic Console Building a Good OAS Foundation
47. info@rittmanmead.com www.rittmanmead.com @rittmanmead Deploying OAS takes more time than OAC It can be automated and replicated through silent installation Oracle Analytics Server on Oracle Cloud Marketplace It allows you to quickly deploy OAS on OCI It only takes care about the OAS compute instance You still have to create required compartments, setup network resources, setup an Oracle Cloud Database to host RCU schemas, and patch the instance Building a Good OAS Foundation
48. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delete objects that are obsolete / no longer used Delete objects that are no longer supported Check the RPD consistency and fix errors / warnings Preparing Metadata Content
49. info@rittmanmead.com www.rittmanmead.com @rittmanmead 11.1.1.9 > OAS Generate the migration utility on OAS cd DOMAIN_HOME/bitools/bin ./migration-tool.sh package bi-migration-tool.jar Copy the migration utility to OBIEE Create the export bundle java -jar migration-tool.jar out oracleHome domainHome exportBundlePath Import the export bundle on OAS cd DOMAIN_HOME/bitools/bin ./migration-tool.sh in exportBundlePath ssi Migrating Metadata (Canonic Approach)
50. info@rittmanmead.com www.rittmanmead.com @rittmanmead 12.2.1.4 > OAC | 12c* > OAS Export OBIEE metadata using the command line cd DOMAIN_HOME/bitools/bin ./exportarchive.sh ssi exportDirectory [nouserfolder] [encryptionpassword=password] * Use the appropriate command from 12c releases prior to 12.2.1.4 Migrating Metadata (Canonic Approach)
51. info@rittmanmead.com www.rittmanmead.com @rittmanmead 12.2.1.4 > OAC | 12c > OAS Import and restore the export bundle on OAC/OAS Migrating Metadata (Canonic Approach)
52. info@rittmanmead.com www.rittmanmead.com @rittmanmead
53. info@rittmanmead.com www.rittmanmead.com @rittmanmead Predefined application role names have changed over time They are not altered when you restore an export bundle in OAC Insufficient Permissions screen in OAC Predefined application role policies have changed over time They are overwritten when you restore an export bundle in OAS Insufficient Permissions screen in OAS Need to migrate only a subset of the catalog? You can choose which component to restore, but no fine-grained control What Could Go Wrong?
54. info@rittmanmead.com www.rittmanmead.com @rittmanmead Keep predefined application roles, memberships and policies Migrate each component separately using command line tools Expected to work when migrating from 10g, 11g and 12c Not documented Not supported Migrating Metadata (Unofficial Approach)
55. info@rittmanmead.com www.rittmanmead.com @rittmanmead Migrate application roles and memberships using WLST commands ORACLE_HOME/oracle_common/common/bin/wlst.sh connect('username', 'password', 'adminServerURL') listAppRoles('obi') listAppRoleMembers('obi', 'appRoleName') createAppRole(appStripe='obi', appRoleName='appRoleName') grantAppRole('obi', 'appRoleName', 'principalClass', 'principalName') What about OAC? WLST commands not available OCI IAM does not allow to import OAC application roles and memberships as IDCS More about it later... Migrating Metadata (Unofficial Approach)
56. info@rittmanmead.com www.rittmanmead.com @rittmanmead Get an offline copy of the RPD Check the RPD consistency using the latest Model Administration tool Upload the RPD to Oracle Analytics: cd CLIENT_HOME\bi\bitools\bin datamodel.cmd uploadrpd -I RPDFilename [-W RPDPassword] -U username [-P password] -SI serviceInstance -S hostname -N port [-SSL] [-TS trustStore] [-TSP trustStorePassword] Migrating Metadata (Unofficial Approach)
57. info@rittmanmead.com www.rittmanmead.com @rittmanmead Get an offline copy of the OBIEE catalog Upgrade the catalog: runcat.cmd -cmd upgradeCatalog -offline catalogPath Update application role names: runcat.cmd -cmd renameAccounts -accountType approle -old BIAuthor -new BIContentAuthor -offline catalogPath runcat.cmd -cmd renameAccounts -accountType approle -old BIAdministrator -new BIServiceAdministrator -offline catalogPath runcat.cmd -cmd replaceAccountPermissions -old BIAuthor -oldType role -new BIContentAuthor -newType role -offline catalogPath runcat.cmd -cmd replaceAccountPermissions -old BIAdministrator -oldType role -new BIServiceAdministrator -newType role -offline catalogPath Migrating Metadata (Unofficial Approach)
58. info@rittmanmead.com www.rittmanmead.com @rittmanmead Archive files allows you to migrate only a part of the catalog Create an archive file: runcat.cmd -cmd archive -offline catalogPath -outputFile archiveFile -folder catalogFolder Deploy an archive file on Oracle Analytics: runcat.cmd -cmd unarchive -online analyticsURL -inputFile archiveFile -folder catalogFolder -credentials credentialsFile Migrating Metadata (Unofficial Approach)
59. info@rittmanmead.com www.rittmanmead.com @rittmanmead Get an Oracle Analytics "vanilla" BAR file Open (expand) the BAR file cd ORACLE_HOME/bi/modules/oracle.bi.metadatalcm/scripts ./expandarchive.sh BARPath expandedPath encryptionpassword=password Inject custom content into the expanded archive Create a new BAR file ./createarchive.sh newBARPath expandedPath encryptionpassword=password Upload and restore the new BAR file on Oracle Analytics Migrating Metadata (Unofficial Approach)
60. info@rittmanmead.com www.rittmanmead.com @rittmanmead Post-Migration Steps Migrate configuration settings not included in the export bundle Check the RPD consistency and fix errors / warnings Enable Usage Tracking Restore deliveries Review your backup and restore strategy
61. info@rittmanmead.com www.rittmanmead.com @rittmanmead Identify and mitigate potential issues or discrepancies Automated testing Create a testing suite The Baseline Validation Tool (BVT) is no longer supported (Doc ID 2831659.1) Rittman Mead Regression Testing Tool Manual testing Involve selected business users Validate aspects that cannot be covered by automated testing Testing and Validating
62. info@rittmanmead.com www.rittmanmead.com @rittmanmead How many new features are there in OAS 2024? How many of these are related to Classic? Personal Considerations
63. info@rittmanmead.com www.rittmanmead.com @rittmanmead How many new features are there in OAS 2024? 100+ How many of these are related to Classic? 4 There is a clear intention to eventually replace Classic with DV Personal Considerations
64. info@rittmanmead.com www.rittmanmead.com @rittmanmead UK company Founded in 2007 Global clients (UK, EEA, US, South Africa) 55 employees Oracle "Boost Your Cloud" Partner Through our experience and our vigorous delivery methodology, you can be sure you'll receive a seamless delivery and cutover from OBIEE to OA Rittman Mead