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Repository/Web Catalog Migration Tips and Caching: December 4, 2008 1

This document discusses tips for migrating OBIEE repository and web catalog objects between environments and managing caches. It describes migrating the metadata repository and web catalog separately, with the repository migration involving copying the .rpd file and the web catalog using the catalog manager. It also discusses how to automatically clear the BI server cache when data refreshes occur by using initialization blocks to change repository variables tied to logical columns, triggering cache clears.

Uploaded by

Azhar Mulla
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© © All Rights Reserved
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Download as PPT, PDF, TXT or read online on Scribd
50 views

Repository/Web Catalog Migration Tips and Caching: December 4, 2008 1

This document discusses tips for migrating OBIEE repository and web catalog objects between environments and managing caches. It describes migrating the metadata repository and web catalog separately, with the repository migration involving copying the .rpd file and the web catalog using the catalog manager. It also discusses how to automatically clear the BI server cache when data refreshes occur by using initialization blocks to change repository variables tied to logical columns, triggering cache clears.

Uploaded by

Azhar Mulla
Copyright
© © All Rights Reserved
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Repository/Web Catalog Migration Tips

and Caching

Melinda Rojo
Dan Malone

December 4, 2008

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.

December 4, 2008

Session Topics
Architecture Overview
Migration Overview
Metadata Repository
Web Catalog

Cache Management

December 4, 2008

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

December 4, 2008

Migration Overview
Pre-Migration Tasks
Metadata Repository Migration
Web Catalog Migration

December 4, 2008

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

December 4, 2008

Metadata Repository Migration


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

Development -> Test


Test -> Production
Promote Metadata Repository between
environments
Migrate Metadata Repository (.rpd file)
between servers in same environment

December 4, 2008

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

December 4, 2008

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

December 4, 2008

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

December 4, 2008

10

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)

December 4, 2008

11

Screen Shot of Web Catalog

December 4, 2008

12

Migration Tips
Only migrate Shared folder and subfolders
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

December 4, 2008

13

Questions?

December 4, 2008

14

What Caches?
Browser
Presentation Services
BI Server

December 4, 2008

15

Cache Management Requirements


We want to use cache to improve
performance
Warehouse refreshes daily
Different business areas refresh at
different intervals

December 4, 2008

16

What options did we not use?


Physical Layer Tables
Set to expire at a given interval

December 4, 2008

17

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

December 4, 2008

18

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

December 4, 2008

19

Automated Cache Clearing

December 4, 2008

20

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!

December 4, 2008

21

Questions?

December 4, 2008

22

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

Email: [email protected]

December 4, 2008

23

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