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
Compare features in the source and target

Understand key differences between Oracle Analytics Cloud and Oracle Analytics Server and compare feature availability.

Learn About Migrating to Oracle Analytics Server

Learn about migrating to Oracle Analytics Server

Learn about the migration process and tools.

Learn About Migrating to Oracle Analytics Server

Prepare to Migrate

Task Description More Information
Deploy Oracle Analytics Server

Plan, install, and configure Oracle Analytics Server.

Install and Configure Oracle Analytics Server

Migrate users to the target

Migrate users and groups from the source identity store.

Migrate Users and Roles to Oracle Analytics Server

Reconfigure single-sign on

(Optional) If Single Sign-on (SSO) is configured in your source environment, set up SSO in your target environment.

Enable SSO Authentication in Oracle Analytics Server

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.

Connect to Your Data

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.

Clean Up Your Source Environment

Migrate Content

Task Description More Information
Understand snapshot options Understand what you can include or exclude when you take a snapshot.

Understand Snapshot Options

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.

Take a Snapshot on the Source

Export content from the source

Download the snapshot that you want to migrate to your local file system.

Download the Snapshot

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.

Clean Up and Reconfigure Your Semantic Model File (RPD)

Import content on the target

Sign in to Oracle Analytics Server and import the snapshot.

Import the Snapshot on the Target

Restore the snapshot content

Select the newly uploaded snapshot in the list of saved snapshots and restore the content in the snapshot.

Restore the Snapshot on the Target

Reconfigure system settings Verify various administrative settings on the target.

Configure System Settings

Configure Publisher Settings

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.

Configure Email and Agents

Restore and Enable Delivery Schedules

Complete Post-Migration Tasks

Task Description More Information
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