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Discoverer 4i to Discoverer 10g Migration Steps

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Oracle Corp. recently(one year back) decommissioned it's discoverer 4i and it's previous versions.
This triggered many companies to upgrade from Old versions of Discoverer to Discoverer 10g.
Some time back, I got an opportunity to lead such kind of project with one of my clients.

The objective of this paper is to upgrade the discoverer to the latest supported version.

This paper covers the following topics
  •     Installation and configuration of Oracle Application Server 10g on apps environment
  •     Application of required patches.
  •     Import of existing reports into Discoverer 10g.


Important Notes:
1. Discoverer 10 can be implemented in two models.
         a. Standalone Installation
         b. Oracle 10g AS with Infrastructure
   My client selected "Standalone" method. So my and papers talks about - Standalone, but not Oracle 10g AS with Infrastructure

2. Some companies use Noetix views and many companies may not have implemented Noetix.
         a. If your client is not using Noetix views, you can ignore the step - "Noetix Upgrade" in this paper.
         b. In my project, it involved Noetix upgradation also.


Steps In Brief
Noetix Upgrade [Optional]
Application Patches   
Oracle Bi 10g Installation And Configuration
Configuration With E-Business 11i   
Port Information   
Patch Application On Oracle Bi 10g
Eul Migration   
Pre-Installation Tasks   
Db Schema Creation And Import
EUL Upgradation   
Post-Installation Tasks
Audit Trail Reports   
Rollback Plan   


Steps in detail
Click here for the document that explains the steps to migrate to Discoverer 10g
Note: The above pdf might take a minute or so to download


Supporting Documents
Please click on below links to access these documents

Discoverer_Migration_Plan.ppt

Noetix Upgrade Document  

358707_1.txt

Create_DB_schema_to_host_10g_EUL.txt

Modify_Summary_Ownership_Discoverer_EUL.txt

Install_EUL_Audit_trail_reports.zip

Comments   

0 #1 saurabh srivastava 2007-11-27 05:08
Hello Chandra,
You have given a wonderfull and ultimate document for this ...this is really very helpfull.
I am also working on discoverer 10g but I am new to this only 4 months old .I want one help from your side .I am looking more n more different kind of report to work on ,so if you can provide me some example reports thru that i can practice in this with all he step details.so tht will be good for me ...and can i have your mail id ,coz i m having any problem then i can ask from you
with regards
saurabh srivastava
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0 #2 Dexster 2007-11-27 19:27
Hi Chandra/Anil,

First thanks for the nice document, it really helped me a lot to understand the exact path, there is one question left out in my mind, in my case- my client is having 3i with noetix and now they are moving to Discovere 10g, now the main problem is they dont want to use noetix anymore in 10g instead if it wants the same functionality with 10g BI, can u please help me how to create BA's and there related folders to come out fron this issue.
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0 #3 Chandra Matta 2007-11-27 20:17
Saurabh srivastava,
I am thinking to provide another paper, which will give basic and advanced steps to create discoverer reports using Discoverer 10g tools.
Will work on it and provide you asap.

Thanks,
Chandra
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0 #4 Nath 2007-11-27 22:05
Hi Chandra Matta ,

Thanks for a very good document , but i have a question.
Can you please suggest me how can i submit discoverer as a request on Oracle application.(li ke submit oracle report)
Can it work together like this or discoverer can just use oracle application database.

Than s alots.
Nath
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0 #5 Chandra Matta 2007-11-27 22:41
Hi Dexter,
> for the first question.
- Migration from Discoverer 3i to 10g is a two step process.
You first need to miigrate from Discoverer 3i to 4i and then Discoverer 4i to 10g.
> 2nd question abt. Noetix
- There is no shortcut) to get Noetix views into Discoverer 10g. If your client no longer want to buy Noetix views. Bad news. :(
- I think you have to analyze existing noetix system and re-design /create complete Business Areas and Folders in it.

Not sure any alternate solution is available or not. Raise TAR and see, what Oracle says abt it.

Regards,
C handra
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0 #6 Chandra Matta 2007-11-27 23:05
Hi Nath,
There is one article in this site, which will articulate how to create discoverer report and the how to register it in Oracle as a form function..
http://oracle.anilpassi.com/invoke-discoverer-report-from-oracle-applications.html

By doing the way, it described in above paper,you can access the Discoverer report from the application as on demand report.

See if it serves your requirement.

R egards,
Chandra
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0 #7 prasad.Bonagiri 2007-11-29 04:36
Hi anil,
Let me know the possible Technical issues on discoverer and Fsg Reports,while upgrading from 11.5.10 to Release 12 and what is Noetix reports
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0 #8 Nath 2007-11-29 05:46
Hi Chanda

Thanks very much for ur document link.

I have more questions , I did create discoverer report and followed your document step.
when i signon application and run discoverer report from the menu , i faced this error
Authentication Failed.
(Defaul t or specified schema containing EUL tables is inaccessible )
what should i do , please sugget,
Pls where should i save my work book , on database or on my computur.

Than ks alots
Nath.
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0 #9 saurabh srivastava 2007-11-29 06:26
Hello Chandra
Thankx a lot for your reply.I will definitly wait for your upcoming documents.And here one more thing i like to ask you from that can all kind or types of report cand be build from discoverer or for some reports we need to develop thru report builder.
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0 #10 Chandra Matta 2007-11-30 02:26
Hi Prasad,
I din't work much in FSG reports. Not sure it's impact in 12i.
Coming Discoverer - I don't think there will be many surprises, when you migrate to 12i.
It is very much streamlined, Look and feel and BI directgion is clear now. May be apllication of couple of patches will take you there.

Regards ,
Chandra
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0 #11 Chandra Matta 2007-11-30 02:48
Hi Nath,
Check system profiles(discov erer related) in your EBS. I think few profiles are missing or wrongly set. I have listed required profile settings in my paper. Verify and use them in your application.

You should save your workbooks in database.
You can't access workbooks which are saved on your desktop, using EBS.

And..., now many the companies stgrongly discuraging having workbooks on individual desktops.
reaso ns could be..
1. Users required Discoverer-Desk top versions to access workbooks on local machines.
2. Discoverer-Desk top versions .. involves licensing issues.. your company should spend some money to buy licenses.
3. Users create their own,multiple versions for a single report. In a long term, Discoverer reporting system end up in big mess.
- Strong and Valid reason.

In my previous project, I had to clean up(removal of duplicates) lot of reports. They had around 800 reports, In which only 300 are original ones.

4. Maintanance is easy for Tech/DBA teams.

There could be more issues..

Regar ds,
Chandra
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0 #12 Chandra Matta 2007-11-30 02:56
saurabh,
There is no thumbrule to say which tool(Report Builder/Discove rer) is used to develop specific kind of reports.
Both has got their own advantages and disadvantages.

Discoverer Tool and Reports - is a analytical tool.
Users, once they run workbook and get the data, they can play around with data and can do lot of analysis.
For this, they rfeally don't require techinical skills.

Regard s,
Chandra
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0 #13 saurabh srivastava 2007-12-03 05:25
Thankx a lot for the reply ....Chandra rite now i am working ona project in whcih we have to use discoverer reports as well as report builder also .So if i need any help from you so can i ask you any time .....regarding quesry problem or report problem ..
Regards
saur abh
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0 #14 sonu 2007-12-13 06:15
Hi, chandra ,
In discoverer can we use view .rite now i m writing a query in which i m using table and view both .but in discoverer i am unable to do that.
plz solve this problem
saurabh
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0 #15 Jagdeep Sethi 2007-12-14 13:17
Hello Chandra,

First of all I will like to thank you for providing such great document. You are the best!! Do you have screen shots of how the EBusiness suite will look after 10g is installed in Standalone setup? Can you please send me those? I will be much obliged.

Regards,

Jagdeep
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0 #16 Chandra Matta 2007-12-20 23:24
Hi Sonu,

Yes, we can develop discoverer reports based on tables and views.
Normal practice is like this..
1. create a custom table or view in custom schema(ex: cusar,cusap etc)
2. create a public synonym in apps scema for the above created custom object(tables and/or views)
3.Make sure that your eul schema( the schema which is hosting your discoverer tables ) should able to execute the synonym you created in apps( in step#2)

If you follow above sequence of steps during your development, your tables and views should be visble and available for discoverer report creation.


Ide ally eul schema should have read-only access to all apps tables/views/an y other objects.

Let me know if you still face any problem in this regard.

Regard s,
Chandra
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0 #17 Chandra Matta 2007-12-20 23:30
Hi Jagdeep,

I couldn't understand your question.
Do you mean, how to integrate discoverer with EBusiness Suite or how to access discoverer reports from EBusiness suite.

Could you please give me more details around your question. So that I will try to address it.

Regards,
C handra
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0 #18 saurabh srivastava 2007-12-24 08:55
Hello Chandra,
Thankx a lot for the solution,i want to share something , i have created custom folder only and while interfacing b/w tables and view first i did like this
suppose
a = b and
b = c then automatically
a = c rite ..when i did this it was saying "query caused no data to be retrived"
then i did this
a = b and
b = c and
c = a after doing this it works properly and i m getting my output correctly ..
heer i want to ask weather this is complusary in views or i have done something wrong.
Regards
sonu
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0 #19 reddy 2008-01-03 18:57
Hi Chandra,

i too facing the same problem as you did with your last client, my questions is how we can save all the workbooks which are saved in local desktop to database, for example i have 10 workbook which are saved in pc, now i want to save that workbooks into db, as when looking into discover plus, i couldnt see these 10 workbooks which are created in local pc.
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0 #20 Chandra Matta 2008-01-05 03:45
Hi Reddy,
To save workbooks into database, which are on desktop currently, you need to use Discoverer Desktop tool.
With this version of discoverer tool, you can access reports which are saved on desktops and reports which are available in Database as well.

Let me remind you once again..about each version of discoverer tools..
1. Discoverere Admin - is a windows/desktop installation, to do admin related activities .. i) create/edit/del ete business areas and it's objects ii) security related grants/permissi ons to users and/or responsibilitie s... iii) ,

2. Discoverere Desktop - is a windows/desktop installation, to create/edit/del ete workbooks.
And save workbooks on local machine or database.

3. Discoverere Plus - with all features of Discoverere Desktop minus save workbooks on local machine.
This is not a windows installation. It's a webbased application works with browser.

4. Discoverere viewer - Only to view workbooks. No create/edit/del ete features.
You can edit very few features of workbook with this tool.

Hope this helps..

Chandr a
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0 #21 kalyan v 2008-01-12 00:25
Thank you very much for this awesome document .It was very helpful to me .One quick question. I have implemented 11.5.10.2 on 9i db which come discoverer 4i .
1)can you please let me know if i can follow this document to upgarde it to 10g discoverer.?
2) i dont have stand alone server and i am planing to use a different mount point other than oracle server .may i know if i have install bi dsicovere 10g on existing 9i applnode or admin tier. i am just little worried if it messes up with any existing apache on appl node.

Please advice at the earliest and thanks you very much for all the efforts you are putting to share with us your knowledge.

Tha nks
Kalyan
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0 #22 Chandra Matta 2008-01-12 01:45
Hi Kalyan, Thank you for the feedback.

Let me understand you correctly..
You are on Oracle 11i(11.5.10.2) and database as 9i. But when it comes to Discoverer part, you are still on Version 4i.

If this is the situation, Yes.!! you can use this document as a reference. May be very patches may or may not required to apply.
For this, you can just raise SR with Oracle and request them suitable prerequisite patch set for you.

Once you reach the base patch level, then you are Good to Go.!!

Let me know if you have any questgions.!!

Regards,
Chand ra
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0 #23 Greesh 2008-01-14 06:24
Hi Anil,

I am working on upgradation from 11 to R12 on GL module.Could you help me in finding TOIs(Technical Functional).I am not able find TOIs information on metalink.Please see the document note for your reference-

Upg rading to Release 12: 414710.1

Oracl e General Ledger Documentation Resources, Release 12

Doc ID: Note:396911.1 Type: REFERENCE
Last Revision Date: 16-FEB-2007
Status: PUBLISHED

Transfer of Information (TOI) Online Training

*Firs t-time TOI users: follow these setup instructions
Functional TOIs

Provides information for users on how to set up and use the new features included in base Release 12.
Includes:
Benefits of new features from a business perspective
Details on product dependencies and interactions
Links to additional resources

Technical TOIs

Contains information about changes made to existing Release 11i features in base Release 12.
Describes the changes made to database objects, profile options, forms, reports, programs, workflows, lookups, and seed data.
Please upload some R12 docs on your portal in this regard.I will be very thankful to you.

Regards,

Greesh
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0 #24 Teresa Koo 2008-02-07 15:11
Just saw your blog today. I have a few questions about discoverer upgrade also.
We are on client version discoverer 3.1* and e-Business Suite 10.5.10.2 on database 9i. We created our own view to feed discoverer.
We are planning to upgrade our database to 10g and then upgrade discoverer to it latest version. I read several notes about upgrade discoverer. Most of them said to upgrade from 3i to 4i then discoverer 10s. But none of them mentioned if database can be 10g before upgrade discoverer. We have an unique situration which we must upgrade the database from 9i to 10g first, then upgrade discoverer next. Can you give me some advise and share your thought?

Teresa
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0 #25 saurabh.s 2008-02-14 06:18
HI Chandra,
I m using discoverer 10g and i have register one report to oracle application .but it is showing error tht authentication failed(Default or specified schema containing EUL tables is inaccessible )" .. ..i have tried all the possible ways but still it is not coming can you plz tell me the soultion .....
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0 #26 saurabh.s 2008-02-14 07:22
HI Chandra,
I m using discoverer 10g and i have register one report to oracle application .but it is showing error tht authentication failed(Default or specified schema containing EUL tables is inaccessible )" .. ..i have tried all the possible ways but still it is not coming can you plz tell me the soultion .....
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0 #27 Chandra Matta 2008-02-14 22:36
Hi Saurabh,
Do you able to access and run this report from discoverer? If yes, then there should be some problem with profile settings in your Oracle EBusiness suite(Apps).

I replied earlier to this kind of question. Kindly refer to above posts.

Thanks,
Chandra
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0 #28 Chandra Matta 2008-02-14 22:47
Hi Teresa Koo,

As you mentioned, upgrade path in your case is - 3i to 4i then discoverer 10s.
I don't think you will have any problem with your database versions.
You can proceed as per your plan.. first update database to 10g and then discoverer to it's latest version.

In discoverer upgradation process, it overrides the EUL tables and/or create new ones. That's all. It doesn't matter in which DB version you are using etc.


Regards,
Chandra
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0 #29 Chandra Matta 2008-02-14 23:16
This is further to Saurabh's reply..

Make sure that the DB user, which is holding EUL must have the following database privileges:

• CREATE SESSION
• CREATE TABLE
• CREATE VIEW
• CREATE SEQUENCE
†¢ CREATE PROCEDURE

The database user must also have a default tablespace. (This must not be a temporary tablespace)

Regards,
Chan dra
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0 #30 saurabh.s 2008-02-15 04:58
HI chandra ,
i m able to register my report to oracle application but when i run that roport then viewer4i is opening and there i m getting this msg = authentication failed(Default or specified schema containing EUL tables is inaccessible )" ...i have tried all the best ways ..can you plz guide em thgat wht is the problem and for tht wht is the solution.or if u can give me ur gmail id so i can talk to you and aclearify my doubts .
reagrds
saura bh
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0 #31 Datta Padval 2008-03-09 18:58
Hi
This article is awesome for discoverer reports.
I develop reports in oracle reports and I am new in Discoverer report.
Can you please send me fundamental & basic document on developing discoverer report.
Pls mail me the document on
Your Help will be appreciated.
Th anks,
Datta
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0 #32 Anuj 2008-04-01 08:00
Hi,
I am a regular visitor to this site and have gained alot from this site. I am working on Discoverer4i and XML Publisher but I need some information on discoverer 10g.

Questions are as follows:

1. What is the Difference between Discoverer 4i and Discoverer 10g( In terms of Fucntionality and GUI)?
2. On migrating from discoverer 4i to 10g Do we need to do testing of all reports?
3. Is there a case or senerio where after migrating the reports, some of the reports will stop working or layouts will be changed?
4. what precautions we need to take during migration and after migration?
5. what additional features are there in 10g version and why a client should migrate to 10g Version?
6. How User friendly is Discoverer plus as compared to Discoverer Desktop Edition.

Anoth er Question: These Days BI Publisher is in Demand. Every body is talking about BI Publisher ( Formerly XML Publisher)
Wher e Does Discoverer Stand in market and in competition with BI Publisher and what is the scope of Discoverer in future?

Regard s,

Anuj Malhotra
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0 #33 Mahadev Rege 2008-05-06 04:24
Hi ,
We have an existing business area created on Discoverer 10G using Disco Admin. There are Custom & Database folders in here which are available i.e can be seen using the Discoverer Plus . But when we add some custom folders (i.e thro' a sql) using the same customized table these folders are greyed out when accessed from
Disco Plus. The old folders using the customized tables can be seen whereas the new ones are greyed out. Any tips would be of great help.
Regards
M ahdev Rege
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0 #34 Chandra Sekhar Matta 2008-05-20 14:39
Hi Anuj,

I am sorry for the delay. I moved to different client/place recently, so couldn't visit this site for some time.


1. What is the Difference between Discoverer 4i and Discoverer 10g( In terms of Fucntionality and GUI)?


I will post the doc here for you after sometime. Meanwhile you can search the following site for similar kind of information.

2 . On migrating from discoverer 4i to 10g Do we need to do testing of all reports?

I would recomend you to pick up few reports randomnly and test them. Ask your users to list their favourite reports and that would be your starting point for your test.

3. Is there a case or senerio where after migrating the reports, some of the reports will stop working or layouts will be changed?

I would not happen. If migration was proper and follow all the guide lines recomended by Oracle, all reports should work.


4. what precautions we need to take during migration and after migration?

Nothing much. Have DB or schema(atleast) back up and start. Try this migration 2 or 3 times in various test environments and make sure everything is perfect.

5. what additional features are there in 10g version and why a client should migrate to 10g Version?
Please refer to Ans#1

6. How User friendly is Discoverer plus as compared to Discoverer Desktop Edition.
. Plus is similar to Desktop edition, except saving to file server.

Anothe r Question: These Days BI Publisher is in Demand. Every body is talking about BI Publisher ( Formerly XML Publisher)
Where Does Discoverer Stand in market and in competition with BI Publisher and what is the scope of Discoverer in future?

Yes.! you canhave both BI Publisher and Diwscoverer integrated. Please follow the link provided.

http://www.oracle.com/technology/obe/obe_bi/bipub/bip_disco/bip_disco.htm

They are not competent to each other. Basic purpose is different alltogether.

D iscoverer - is a data extraction tool
BI Publisher - is data publishing tool.

Hope this will help you.

Regards,
Chandra
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0 #35 Chandra Sekhar Matta 2008-05-20 14:42
Permissions are missing on the newly created custom folders. Chek this out.
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0 #36 Anilvangara11 2008-07-21 09:12
Hi All,
i have installed discoverer desktop and admin on my system. now i want to install discoverer plus and discoverer viewer. from where i can download these software?is there any need of patches?how to configure these two?

plese help me out....

thanks in advance.

Anil
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0 #37 sudha 2009-01-22 00:21
Hi,

Thanks for the article. Can you please explain me the difference b/w standalone installation and Oracle AS Infrastructure installation. My client wants to have admin, desktop, plus and viewer. Please suggest what would be the best installation. We don't have noetix views and installing discoverer is also happening for the first time. We are on 10g currently.
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0 #38 subbur 2009-01-22 12:07
Hi Chandra,

I was following your steps to migrate from discoverer 4i to 10g.

After importing the export.dump into the new schema, when I tried logging in to the discoverer10g, I dint get the prompt for EUL Upgradation(sec tion 4).

Kindle help me.

Thanks,

S ubbu
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0 #39 Girish S. Kulkarni 2009-01-27 07:15
Dis. Desktop Dis. Plus.
1. can create / edit subqueries. 1. can not edit subqueries facility.
2. can use desktop level reports. 2. can not.
3. can not assign optional parameters. 3. can assign optional parameters.
4. no facility for the hyperlink. 4. such facility is there.
5. no facility of the dependent lov. 5. such facility is there.
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0 #40 Sajjan Kumar 2009-03-29 22:59
Hi Chandra

Can please post the doc for the difference between Discoverer 4i and Discoverer 10g..
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0 #41 sanessk 2010-09-15 07:21
Hi Chandra,

Thank s for sharing your knowledge,

I am facing a problem with discovere desktop which iam accessing from CITRIX

when i am trying to access a report from database, its throwing an error like 'Failed to open document'

pls provide me a solution for the above error

and the second, is there any way to save a report on local directory using discoverer plus.

Thanks & Regards,
Sunil.
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