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Oracle® Business Intelligence Discoverer Configuration Guide
10g Release 2 (10.1.2.1) for Microsoft Windows and Solaris Operating System (SPARC)
B13918-03
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B Upgrading from earlier versions of Discoverer

This section describes how to upgrade from earlier versions of Discoverer, and contains the following topics:

This section should be read in conjunction with Chapter 24 of the Oracle Business Intelligence Discoverer Administration Guide.

B.1 About using the OracleAS Upgrade Assistant

The OracleAS Upgrade Assistant upgrades an Oracle Business Intelligence middle tier from Discoverer Version 9.0.2. or 9.0.4. to Discoverer Version 10.1.2.1 (BI and Forms type installation). For more information, see Section B.4, "About upgrading from Discoverer Version 9.0.4/9.0.2".

The OracleAS Upgrade Assistant does not upgrade from Oracle Business Intelligence Version 10.1.2.0.0 or from OracleAS Version 1.0.2.2 (Discoverer 4i). You must manually upgrade the Discoverer middle tier (for more information, see Section B.5, "How to upgrade from Oracle Business Intelligence Version 10.1.2.0.0" and Section B.7, "How to upgrade from Discoverer Release 4.1").

B.2 Upgrade summary

The table below summarizes the upgrade steps required from different Discoverer versions and types of installation.

Table B-1 Discoverer Version 10.1.2.1 upgrade summary

Upgrade From Upgrade To Summary steps

Oracle Business Intelligence Version 10.1.2.0.0 standalone type installation

Oracle Business Intelligence Version 10.1.2.1 (standalone type installation or OracleAS Business Intelligence and Forms type installation)

Manually copy preferences to the new installation.

Manually re-do customizations in Oracle Application Server Control.

For more background information, see Section B.3, "About upgrading from Oracle Business Intelligence Version 10.1.2.0.0".

For more information, see Section B.5, "How to upgrade from Oracle Business Intelligence Version 10.1.2.0.0".

Discoverer Version 9.0.4 or 9.0.2 (Business Intelligence and Forms)

Discoverer Version 10.1.2.1 Business Intelligence and Forms type installation

Use the OracleAS Upgrade Assistant to upgrade the Discoverer settings. Use Discoverer Administrator to upgrade the End User Layer.

For background information, see Section B.4, "About upgrading from Discoverer Version 9.0.4/9.0.2".

For detailed upgrade steps, see Section B.6, "How to upgrade from Discoverer Version 9.0.2/9.0.4".

Discoverer Version 9.0.4 or 9.0.2 (Business Intelligence and Forms)

Discoverer Version 10.1.2.1 standalone type installation

NOT SUPPORTED

Discoverer Version 4.1 (OracleAS Release 1.0.2.2)

Discoverer Version 10.1.2.1 Business Intelligence and Forms type installation

Manually upgrade the Discoverer settings. Use Discoverer Administrator to upgrade the End User Layer.

For more information, see Section B.7, "How to upgrade from Discoverer Release 4.1".

Discoverer Version 4.1 (OracleAS Release 1.0.2.2)

Discoverer Version 10.1.2.1 standalone type installation

NOT SUPPORTED


B.3 About upgrading from Oracle Business Intelligence Version 10.1.2.0.0

When you upgrade from Discoverer Version 10.1.2.0.0 to Discoverer Version 10.1.2.1, you can upgrade to one of the following installation types:

For detailed upgrade steps, see Section B.5, "How to upgrade from Oracle Business Intelligence Version 10.1.2.0.0".

B.4 About upgrading from Discoverer Version 9.0.4/9.0.2

You can upgrade from an OracleAS Business Intelligence and Forms 9.0.4/9.0.2 installation to an OracleAS Business Intelligence and Forms 10.1.2.1 installation of Discoverer.

For detailed upgrade steps, see Section B.6, "How to upgrade from Discoverer Version 9.0.2/9.0.4".

Notes

If you want to continue using Discoverer portlets created with OracleAS Portal 9.0.4, you must do one of the following.

B.5 How to upgrade from Oracle Business Intelligence Version 10.1.2.0.0

To can upgrade from Discoverer Version 10.1.2.0.0 to Discoverer Version 10.1.2.1, do the following:

  1. Install Oracle Business Intelligence Version 10.1.2.1 into a new Oracle home directory.

  2. Use Oracle Application Server Control to re-do any customizations that you had in the earlier version of Discoverer. For example, you might have changed the look and feel (LAF) for Discoverer Plus Relational or the logo in Discoverer Viewer. For more information about customizing Discoverer, see Chapter 9, "Customizing OracleBI Discoverer".

    Note: Discoverer only supports customizations made using the Discoverer customization pages in Oracle Application Server Control.

  3. Upgrade the preferences (for more information, see Section B.5.1, "Upgrading preferences from Oracle Business Intelligence Version 10.1.2.0.0 to Version 10.1.2.1").

  4. If you are upgrading from a standalone OracleBI Discoverer 10.1.2.0.0 installation associated with an OracleAS Infrastructure to a standalone OracleBI Discoverer 10.1.2.1, you must manually associate the standalone OracleBI Discoverer 10.1.2.1 installation with the same Infrastructure.

    For more information about associating an OracleAS Infrastructure, see Section 2.2, "How to associate an OracleBI installation with an OracleAS Infrastructure".

  5. If you want to continue using Discoverer portlets created with OracleAS Portal 9.0.4, do one of the following:

Notes

B.5.1 Upgrading preferences from Oracle Business Intelligence Version 10.1.2.0.0 to Version 10.1.2.1

This section explains how to upgrade Oracle Business Intelligence preferences, which are stored in the pref.txt file and reg_key.dc file.

To upgrade preferences, follow the steps below:

  1. Since the 10.1.2.0.0 and 10.1.2.1 preferences are compatible, you copy the pref.txt and .reg_key.dc file from your 10.1.2.0.0 Oracle home to your 10.1.2.1 Oracle Home, as follows:

    • on UNIX, copy <ORACLE_HOME_1>/discoverer/util/pref.txt to <ORACLE_HOME_2>/discoverer/util/pref.txt and copy <ORACLE_HOME_1>/discoverer/.reg_key.dc to <ORACLE_HOME_2>/discoverer/.reg_key.dc

    • on Windows, copy <ORACLE_HOME_1>\discoverer\util\pref.txt to <ORACLE_HOME_2>\discoverer\util\pref.txt and copy <ORACLE_HOME_1>\discoverer\.reg_key.dc to <ORACLE_HOME_2>\discoverer\.reg_key.dc

B.6 How to upgrade from Discoverer Version 9.0.2/9.0.4

This section explains how to upgrade from an OracleAS Business Intelligence and Forms 9.0.2. or 9.0.4 installation to an OracleAS BI and Forms 10.1.2.1 type installation of Discoverer.

Note: Upgrading from Discoverer Version 9.0.2. or 9.0.4 to a Discoverer Version 10.1.2.1 standalone type installation is not supported.

To upgrade from Oracle Application Server 10g (9.0.2/9.0.4) to OracleBI Version 10.1.2.1, do the following:

  1. Use OracleBI Discoverer Administrator version 10.1.2. to upgrade the End User Layer (EUL) to Version 5.1.

    For more information, see Oracle Business Intelligence Discoverer Administration Guide.

  2. Install Oracle Business Intelligence Version 10.1.2.1 into a new Oracle Home directory.

  3. Use OracleAS Upgrade Assistant to upgrade the Discoverer middle tier to the new version (for more information, see Oracle Application Server Upgrade and Compatibility Guide).

    OracleAS Upgrade Assistant upgrades Discoverer registry settings, configuration settings, preferences, and registry settings.

  4. If you want to continue using Discoverer portlets created with OracleAS Portal 9.0.4, upgrade one of the following:

Notes

B.7 How to upgrade from Discoverer Release 4.1

To upgrade from OracleAS Release 1 (1.0.2.2) to OracleBI Version 10.1.2.1, do the following:

  1. Use OracleBI Discoverer Administrator version 10.1.2.1 to upgrade the End User Layer (EUL) to Version 5.1.

    For more information, see Oracle Business Intelligence Discoverer Administration Guide.

  2. Install Oracle Business Intelligence Version 10.1.2.1 into a new Oracle home directory.

  3. Use Oracle Application Server Control to re-do any customizations that you had in the earlier version of Discoverer. For example, you might have changed the look and feel (LAF) for Discoverer Plus Relational or the logo in Discoverer Viewer. For more information about customizing Discoverer, see Section 9, "Customizing OracleBI Discoverer"

    Note: Discoverer only supports customizations made using the Discoverer customization pages in Oracle Application Server Control.

  4. Upgrade the preferences (for more information, see Section B.7.1, "Upgrading preferences").

  5. Update the Discoverer URLs (for more information, see Section B.7.2, "Updating URL references").

Notes

B.7.1 Upgrading preferences

This section explains how to upgrade Discoverer preferences from a Discoverer 4.1 Oracle Home to an Oracle Business Intelligence Discoverer 10.1.2 Oracle Home.

Notes

  • The instructions in this section assume the following:

    • Discoverer Version 10.1.2.0.0 is installed into <ORACLE_HOME_1>

    • Discoverer Version 10.1.2.1 is installed into <ORACLE_HOME_2>

B.7.1.1 How to upgrade preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2 on UNIX

Follow the instructions below to upgrade preferences from Discoverer Release 4.1 Oracle Home to Discoverer Version 10.1.2 Oracle Home:

  1. Make backup copies of both your 4.1 .reg_key.dc file and your 10.1.2 .reg_key.dc file.

  2. Copy the Discoverer 4.1 .reg_key.dc file (from the location specified by the DC_REG environment variable) to the location specified for the .reg_key.dc file in Section A.1, "List of Discoverer file locations" in your 10.1.2 Oracle Home.

    You will be copying the 4.1 .reg_key.dc file over the default 10.1.2 .reg_key.dc file.

    Hint: To find out the location of the .reg_key.dc file in Discoverer Release 4.1, look in the discwb.sh file in ORACLE_HOME/<installation>/discwb4.

  3. Type the following at a command prompt:. 

    > <ORACLE_HOME_2>/discoverer/util/dis51pr -migrate -from 102

    Although you have now migrated your preferences from 4.1 to 10.1.2, your 10.1.2 pref.txt file will likely be out of sync with your 10.1.2 .reg_key.dc file. You should not run applypreferences.sh since it will reset all the preferences in pref.txt in your .reg_key.dc file to the default values. To change preference values, use dis51pr -setpref as documented in section 10.6 How to set individual preferences.

B.7.1.2 How to upgrade preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2 on Microsoft Windows

If you are upgrading from one Oracle Home to another on the same computer running Microsoft Windows, follow the instructions below to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2.1:

  1. Type the following at a command prompt: 

    > <ORACLE_HOME_2>\discoverer\util\dis51pr.exe -migrate -from 102

    This command copies all preferences from the Windows registry to a file called .reg_key.dc in your 10.1.2 Oracle Home.

If you are upgrading from one computer to another computer running Windows, follow the instructions below to upgrade user level preferences from Discoverer Release 4.1 to Discoverer Version 10.1.2.1:

  1. On the machine where Discoverer Release 4.1 is installed:

    1. From the Windows Start menu, select Run.

    2. In the Run window, type regedit and press [Enter].In the Registry Editor, open the HKEY_LOCAL_MACHINE\Software\Oracle\WebDisco4 registry key.

    3. Choose Registry | Export Registry File to export the registry key to a file.

    4. Specify a name for the registry export file (e.g. disco41prefs.reg).

  2. Copy the registry export file from the machine where Discoverer Release 4.1 is installed to the machine where Discoverer Version 10.1.2.1 is installed.

  3. On the machine where Discoverer Version 10.1.2.1 is installed:

    1. From the Windows Start menu, select Run.

    2. In the Run window, type regedit and press [Enter].In the Registry Editor, Registry | Import Registry File.

    3. Specify the name of the registry export file to import (e.g. disco41prefs.reg).

  4. Upgrade the preferences by typing the following at a command prompt: 

    > <ORACLE_HOME_2>\discoverer\util\dis51pr.exe -migrate -from 102

    Note: Although you have now migrated your preferences from 4.1 to 10.1.2.1, your 10.1.2 pref.txt file will probably be out of sync with your 10.1.2.1 .reg_key.dc file. You should not run applypreferences.bat since it will reset all the preferences in pref.txt in your .reg_key.dc file to the default values. To change preference values, use dis51pr -setpref as documented in section 10.6 How to set individual preferences.

B.7.2 Updating URL references

Discoverer Viewer and Discoverer Plus URL references have changed between Discoverer Release 4.1 and Discoverer Version 10.1.2.1. These changes include (but are not limited to) links within the Web site and client bookmarks. You must manually replace all occurrences of old URLs with the new URLs, using the table below as a guide:

For example, if Discoverer end users have a link to http://hostname/Discwb4/html/english/ms_ie/start_ie.htm in their browser Favorites, they must change their Favorites entry to http://hostname/discoverer/plus.

Table B-2 Updating Discoverer URL references

Release 4.1 URL Version 10.1.2.1 URL

http://hostname/Discwb4/html/english/ms_ie/start_ie.htm

or

http://hostname/Discwb4/html/english/netscape/start_nn.htm

http://hostname/discoverer/plus

http://hostname/Discoverer4i/Viewer

http://hostname/discoverer/viewer


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