About the Migration Task Flow
You use migration tools to migrate content from Oracle Analytics Cloud - Classic instances to Oracle Analytics Server. Before you start the migration, you need to prepare and set up a target Oracle Analytics Server environment on premises or on Oracle Cloud. Here's what you need to do.
Decide to migrate
Task | Description | More Information |
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Compare features in the source and target |
Understand key differences between Oracle Analytics Cloud and Oracle Analytics Server and compare feature availability. |
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Learn about migrating to Oracle Analytics Server |
Learn about the migration process and tools. |
Prepare to Migrate
Task | Description | More Information |
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Deploy Oracle Analytics Server |
Plan, install, and configure Oracle Analytics Server. |
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Migrate users to the target |
Migrate users and groups from the source identity store. |
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Reconfigure single-sign on |
(Optional) If Single Sign-on (SSO) is configured in your source environment, set up SSO in your target environment. |
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Integrate with external identity providers |
(Optional) Integrate with external authentication providers in your target environment. For example, Oracle Internet Directory, Microsoft Active Directory, and so on. |
Use Alternative Authentication Providers with Oracle Analytics Server |
Connect to your data |
Reconfigure connection information on the target Oracle Analytics Server. If your data is stored in a database on Oracle Cloud Infrastructure Classic or Google BigQuery you must move the data to a different database.
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Add Oracle Analytics Server IP address to allowlists |
If you registered your Oracle Analytics Cloud IP address in any data source allowlists, you must perform this task again for Oracle Analytics Server. |
Include the IP Address of Oracle Analytics Server in Allowlists |
Clean up source content |
Delete old or redundant content and remove extinct users to make the migration smoother and faster. |
Migrate Content
Task | Description | More Information |
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Understand snapshot options | Understand what you can include or exclude when you take a snapshot. | |
Check your target is ready for migration and take a backup | Verify that the required users and roles are available in your target service and take a snapshot in case you need to roll back. | Back Up Your Target System Before Migration |
Take a snapshot of the source |
Capture the content you want to migrate on the source system. |
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Export content from the source |
Download the snapshot that you want to migrate to your local file system. |
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Edit connections and clean up the semantic model file (RPD) |
Update connection strings in your semantic model file (RPD) and remove content you don't want to migrate. |
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Import content on the target |
Sign in to Oracle Analytics Server and import the snapshot. |
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Restore the snapshot content |
Select the newly uploaded snapshot in the list of saved snapshots and restore the content in the snapshot. |
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Reconfigure system settings | Verify various administrative settings on the target. | |
Activate deliveries |
Configure an email server for Oracle Analytics Server. Disable deliveries on the source and start delivering content from the target Oracle Analytics Server. |
Complete Post-Migration Tasks
Task | Description | More Information |
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Test the migrated content | Check the content you migrated is available on Oracle Analytics Server and everything works as you expect. | Verify Migrated Content |
Test usage tracking | (Optional) Verify usage tracking is working in Oracle Analytics Server. | Test Usage Tracking |
Resume scheduled pixel-perfect report jobs | (Optional) Disable any pixel-perfect report jobs that are currently scheduled on the source and start the scheduled report jobs on the target Oracle Analytics Server. | Restart Scheduled Jobs for Pixel-Perfect Reports |
Test auditing data for pixel-perfect reports | (Optional) Verify auditing information for pixel-perfect reports is working in Oracle Analytics Server. | Test Audit Data for Pixel-Perfect Reports |
Customize settings in configuration files | (Optional) Replicate any changes that you made to configuration files in Oracle Analytics Server. | Customize Settings in Configuration Files |
Clean up resources on Oracle Cloud Infrastructure | Remove any resources that you don't need. | Clean Up Resources in Oracle Cloud Infrastructure |