Migrating ReportCaster Data and Settings

Procedure: How to Export From WebFOCUS Version 7.x

In WebFOCUS 8, navigate to the \ibi\WebFOCUS80\utilities directory.
If you are migrating from:
- WebFOCUS 7.7, copy the \ibi\WebFOCUS80\utilities\rc directory from WebFOCUS 8 and paste it into the \ibi\WebFOCUS77\ReportCaster directory.
- WebFOCUS 7.6, copy the \ibi\WebFOCUS80\utilities\rc directory from WebFOCUS 8 and paste it into the \ibi\ReportCaster76 directory.
- WebFOCUS 7.1, copy the \ibi\WebFOCUS80\utilities\rc directory from WebFOCUS 8 and paste it into the \ibi\ReportCaster71 directory.
If you are migrating from:
- WebFOCUS 7.7 or WebFOCUS 7.6, run rcExport2XML.bat on Windows, or rcExport2XML.sh on UNIX or Linux.
- WebFOCUS 7.1, run rc71Export2XML.bat on Windows, or rc71Export2XML.sh on UNIX or Linux.
You are prompted for a user ID and password and whether you want to export Library content.
The scripts export the current 7.x ReportCaster repository, including Schedules, Distribution Lists, Library Access Lists, Execution IDs, Blackout Dates, and Library content.

Upon completion of the export, the exported data is created in the following export directory, unless you specified a different location:
```
.../ibi/WebFOCUS7x/utilities/rc/rc_export
```
The directory structure looks like the following:
```
\rc_export\accessList
\rc_export\addrBook
\rc_export\blackoutDate
\rc_export\execId
\rc_export\library
\rc_export\schedule
\rc_export\export_migration.log
```
Note: The log file created from the export is generated in the directory identified in the connections dialog box. In this example, the log, named migration.log, is located in the following directory:
```
.../ibi/WebFOCUS77/utilities/rc/rc_export
```

Procedure: How to Import to ReportCaster 8

Note: If you are using Managed Reporting and you are migrating Managed Reporting content, you must run Managed Reporting migration prior to importing ReportCaster content from an earlier release.

To import ReportCaster content from WebFOCUS 7.7 into WebFOCUS 8:

Copy the .../ibi/WebFOCUS77/utilities/rc/rc_export directory to the .../ibi/WebFOCUS80/migration_import directory.
Run rc_migrate_import.bat, located in the …/ibi/WebFOCUS80/utilities/rc directory.
You are prompted for user ID and password, whether you are migrating Managed Reporting content, and whether you are migrating Library reports.

Note: The log file created from the import is generated in the ibi/WebFOCUS80/migration_import/rc_export directory.

Migrated ReportCaster Content

After migration, ReportCaster content is placed in designated folders in WebFOCUS 8. The migration import creates:

Two folders named ReportCaster and Library Content.
A My Content folder for each user that has migrated ReportCaster content. Schedules, Distribution Lists, and Access Lists that belong to a user are placed in the My Content folder for that user.
Folders for Categories under the Library Content folder. Under each Category folder, the import creates a Library item with the name of the migrated report and adds the report versions to that Library item. If the report is burst, a folder is created with the name of the report and under that folder a Library report item is created for each burst value. The report versions for each burst value are placed in the Library item for that burst value.
A Library Content folder under each Domain folder that has Library report output. If that Library output was stored under a Category, the import also creates a Category folder under the Library Content. The Library item with the name of the migrated report is created under the Library Content or Category folder and the report versions are added to that Library item. If the report is burst, a folder is created with the name of the report and under that folder a Library report item is created for each burst value. The report versions for each burst value are placed in the Library item for that burst value.
When a schedule with distribution to a Prepared Report directory is migrated, the FTP Host and Location are set to the values of the Prepared Report directory in the previous installation. This schedule will continue to run provided the distribution server in WebFOCUS 8 has FTP access to this location.
If you migrate WebFOCUS 7.x ReportCaster schedules to WebFOCUS 8 and the Reporting Server node referenced in a particular schedule has not been defined in WebFOCUS 8, the migration process will automatically create a Reporting Server node with that name in the ReportCaster configuration file of the WebFOCUS 8 installation.
Migrated Managed Reporting schedules will display the Name information as the WebFOCUS 7.x path (HREF) value. New schedules created in WebFOCUS 8 will display the IBFS path value.
If a Library report from a Domain that has been deleted from Managed Reporting is migrated, the report will be placed in a folder in the repository, with the name of the original Domain HREF and the words (Domain not Found).
When migrating from WebFOCUS 7.7 to WebFOCUS 8, in order to view migrated applet-based graphs in the Report Library, the WebFOCUS 7.7 ibi_html alias must exist in Version 8.
For example, if you have a WebFOCUS 7.7 installation with an alias of ibi_html_77, you will have a report with a src=ibi_html_77/javaassist... reference. If you install WebFOCUS 8 with an alias of ibi_html_80 and migrate the library from WebFOCUS 7.7, you will not be able to view migrated reports that contain applet graphs. The workaround is to add the ibi_html_77 alias to the application server and point that alias to the WebFOCUS 8 installation. You can have ibi_html_80 for the WebFOCUS 8 installation, but you must also have ibi_html_77 for migrated reports that contain applet graphs to work.

The following image shows the folder structure after a migration import.

Migration in Place

How to:

Migrate in Place

As of WebFOCUS Release 8.0 Version 02, there is an alternate migration utility that enables a migration in place, that is, a conversion of a WebFOCUS 7.x repository into a WebFOCUS 8 repository, without the need to export and import the Report Library.

…/WebFOCUS80/utilities/WFReposUtil/upgrade7xDBto8x.sh
…\WebFOCUS80\utilities\WFReposUtil\upgrade7xDBto8x.bat

The BOTLDATA table contains the report output stored in the Report Library and is the table with the largest amount of data. The new utility allows for migration of existing WebFOCUS 7.x ReportCaster BOT tables to WebFOCUS 8, without dropping the WebFOCUS 7.x BOTLDATA table.

Note: This utility is available only for Oracle® and Derby™ repositories.

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Procedure: How to Migrate in Place

Ensure that there is a database backup of the existing WebFOCUS 7.x ReportCaster repository tables. This is a best practice when running the migration process several times during testing.
If Managed Reporting content is being migrated, follow the WebFOCUS 8 export steps in Migrating Managed Reporting and Dashboard Settings.
Copy the exported Managed Reporting content (…/utilities/mr/export) to the WebFOCUS 8 migration_import directory.
Follow the WebFOCUS 8 export steps for ReportCaster in Migrating ReportCaster Data and Settings.
Important: When prompted for the export library option, type 2 (false), as shown in the following image. This option will export the Library report references, but will not export the actual report output.
Copy the exported ReportCaster content (../utilities/rc/rc_export) to the WebFOCUS 8 migration_import directory.
Review and modify the upgrade7xDBto8x script:
1. If you are migrating Managed Reporting content, change MR_ENABLED to yes.
2. After you complete the above steps and are ready to run the migration script, change RUN_TYPE to actual.
Run the upgrade7xDBto8x script, as shown in the following image.
When prompted for repository credentials, as shown in the following image, type the ID and password. These credentials are validated against the repository credentials specified in the WebFOCUS 8 webconfig.xml file.
When prompted for a valid WebFOCUS administration ID, type WebFOCUS 8 administrator credentials (for example, admin/admin), as shown in the following image.
At the following prompt, enter 1 or 2 to indicate whether the Managed Reporting import has already been done or if the ReportCaster import should be used to create new WebFOCUS groups and users. Option 2 should be specified if Managed Reporting content is not being migrated.
Even though the actual reports are not technically being migrated, the Library report references and links to the reports need to be migrated. When prompted to import Library reports, type 1 (yes), as shown in the following image.

As the script is running, you will see the output indicating the status of the migration process. This also provides some insight into the specific tasks that are included in this process.

The standard migration logs should be used for review of any import errors:

Repository Creation and Load

...\WebFOCUS80\utilities\WFReposUtil\WFReposUtilCmdLine.log

Managed Reporting

...\WebFOCUS80\migration_import\export\mr_migrate_import.log

ReportCaster

...\ibi\WebFOCUS80\migration_import\rc_export\rc_migrate_import.log

As is the case for all migrated ReportCaster content in WebFOCUS 8, the schedules that run Reporting Server procedures are migrated to the ReportCaster folder. The Report Library content is migrated to the Library Content folder.