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Repository/Web Catalog Migration Tips and Caching. Melinda Rojo Dan Malone. Session Overview.

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Presentation Transcript
session overview
Session Overview

Under the covers the OBIEE dashboards are comprised of a multitude of objects in both the Metadata Repository and the Web Catalog. Version control and migrating these objects between environments are non trivial tasks. This session will share what we have learned.

We will also discuss how we used OBIEE caching to improve performance and the methods we used to automate clearing the OBI server cache when the data warehouse refresh is complete.

session topics
Session Topics
  • Architecture Overview
  • Migration Overview
    • Metadata Repository
    • Web Catalog
  • Cache Management
architecture overview
Architecture Overview
  • 2 Servers per Environment
    • 2 Metadata Repositories
    • Shared Web Catalog
      • No replication
  • 4 Environments
    • Pre-Development
    • Development
    • Test
    • Production
  • Windows Terminal Services
    • Administration Tools
migration overview
Migration Overview
  • Pre-Migration Tasks
  • Metadata Repository Migration
  • Web Catalog Migration
pre migration tasks
Pre-Migration Tasks
  • Change Ownership of Web Catalog Objects to Administrator
  • Set Permissions on Objects
  • Setup Security in Target Environment
    • Create New Groups
      • Repository Groups
      • Web Catalog Groups
metadata repository migration
Metadata Repository Migration
  • Development
    • Migrate Metadata Repository (.rpd file) between servers in same environment
  • Development -> TestTest -> Production
    • Promote Metadata Repository between environments
    • Migrate Metadata Repository (.rpd file) between servers in same environment
migration in the same environment
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
migration between environments
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 require delete 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
web catalog migration
Web Catalog Migration
  • Do not copy physical files
    • All or nothing
  • Why?
    • See Security Presentation
  • Exceptions
    • Saved data formats
      • <catalog root>/system/metadata
      • Cannot use Catalog Manager because objects are owned by system account
migrating with catalog manger
Migrating with Catalog Manger
  • Catalog Manager is a Windows only tool
    • On-line changes only with Linux environment
  • Tool allows connection to multiple catalogs Tool allows 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)
migration tips
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 subject area
      • Subject Area privileges are not available until someone accesses it
what caches
What Caches?
  • Browser
  • Presentation Services
  • BI Server
cache management requirements
Cache Management Requirements
  • We want to use cache to improve performance
  • Warehouse refreshes daily
  • Different business areas refresh at different intervals
what options did we not use
What options did we not use?
  • Physical Layer Tables
    • Set to expire at a given interval
clearing the cache manually
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
clearing the cache automatically
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 the value of the repository variable
the magic behind automated cache clearing
The Magic Behind Automated Cache Clearing
  • Data Warehouse job completes and updates PolyData Stats table
  • The initialization block changes the repository variable value
  • The Logical Column value is changed
  • Changing the value is considered a change to the business model
  • Therefore the cache clears!
  • OBIEE Technical Conference:
  • Email: