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December 4, 2008 1

Repository/Web Catalog Migration Tips

and Caching

Melinda Rojo

Dan Malone


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December 4, 2008 2

Session Overview

Under the covers the OBIEE dashboards are comprisedof a multitude of objects in both the Metadata

Repository and the Web Catalog. Version control andmigrating these objects between environments are

non trivial tasks. This session will share what we havelearned.

We will also discuss how we used OBIEE caching toimprove performance and the methods we used toautomate clearing the OBI server cache when the

data warehouse refresh is complete.


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December 4, 2008 3

Session Topics

Architecture Overview

Migration Overview

Metadata Repository

Web Catalog

Cache Management


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December 4, 2008 4

Architecture Overview

2 Servers per Environment 2 Metadata Repositories

Shared Web Catalog No replication

4 Environments Pre-Development

Development

Test

Production

Windows Terminal ServicesAdministration Tools


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December 4, 2008 5

Migration Overview

Pre-Migration Tasks

Metadata Repository Migration

Web Catalog Migration


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December 4, 2008 6

Pre-Migration Tasks

Change Ownership of Web CatalogObjects to Administrator

Set Permissions on Objects

Setup Security in Target Environment

Create New Groups

Repository Groups

Web Catalog Groups


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Metadata Repository Migration

Development Migrate Metadata Repository (.rpd file)

between servers in same environment

Development -> TestTest -> Production

Promote Metadata Repository betweenenvironments

Migrate Metadata Repository (.rpd file)between servers in same environment


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Migration in the Same Environment

Copy physical Metadata Repository file(.rpd) from one server to the other

Tips & Tricks

Stop BI services to ensure no changes are

occurring

Requires outage since BI services are

stopped during copy


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Migration Between Environments

Option #1: Copy/Paste changes manually Only selected changes will migrate to target environment

Physical layer changes will overwrite

Business Model and Presentation layer changes requiredelete then paste

Initialization blocks and variables are duplicated

To avoid down time in production, copy-paste to both servers

Option #2: Copy Metadata Repository file (.rpd) All changes will migrate to target environment

Not all changes are ready to migrate Passwords for privileged users can be different

Passwords for connection pools can be different


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Web Catalog Migration

Do not copy physical filesAll or nothing

Why?

See Security Presentation Exceptions

Saved data formats /system/metadata

Cannot use Catalog Manager because objectsare owned by system account


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Migrating with Catalog Manger

Catalog Manager is a Windows only tool On-line changes only with Linux environment

Tool allows connection to multiple catalogs Toolallows copy paste method Copy is an additive process ONLY

Remember to delete objects in target environment

Copies permissions between environments Set Paste ACL preference

Groups need to be created first

In both presentation and metadata

Allows selection of multiple objects

Allows for Smart Rename (fix refs)


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Screen Shot of Web Catalog


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December 4, 2008 13

Migration Tips

Only migrate Shared folder and sub-folders

Delete-copy-paste is best but requires

outage Is there a new Subject Area?

Must log into Answers and view the subjectarea Subject Area privileges are not available until

someone accesses it


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December 4, 2008 14

Questions?


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December 4, 2008 15

What Caches?

Browser

Presentation Services

BI Server


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December 4, 2008 16

Cache Management Requirements

We want to use cache to improveperformance

Warehouse refreshes daily

Different business areas refresh at

different intervals


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December 4, 2008 17

What options did we not use?

Physical Layer Tables Set to expire at a given interval


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December 4, 2008 18

Clearing the Cache Manually

Presentation Services Refresh icon on Dashboard

Clear My Selections

Manage Sessions

Session Management Close all Cursors

Clear BI Server cache

BI Server

Repository -> Manage ->Cache

Purge

Changes to the Business Model

Restart BI Server


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Clearing the Cache Automatically

Physical Layer Set to never expire

Tables in the warehouse PolyData Stats table with last load date

Business Model to Stats table name mapping

View joining these tables

Initialization block sets dynamic repository variables 10 minute refresh

Multiple variables in single init block

Business Model logical column associated with thevalue of the repository variable


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December 4, 2008 20

Automated Cache Clearing


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December 4, 2008 21

The Magic Behind Automated

Cache Clearing

Data Warehouse job completes andupdates PolyData Stats table

The initialization block changes the

repository variable value The Logical Column value is changed

Changing the value is considered achange to the business model

Therefore the cache clears!


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Questions?


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Contact

OBIEE Technical Conference:http://polydata.calpoly.edu/dashboards/obiee_conf/index.html

Email: [email protected]
http://polydata.calpoly.edu/dashboards/obiee_conf/index.htmlhttp://polydata.calpoly.edu/dashboards/obiee_conf/index.html

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