Question

What do I need to do to prepare for Alma Analytics OBI upgrade from OBI11/OBI12 to OAS?

Answer

Everything in My Folders will not migrate to the new OAS. Every staff member needs to copy their individual My Folders to Shared Folders/[INSTITUTION FOLDER] to access reports and dashboards after migration. Action needs to be taken before your environment receives the update based on the rollout plan for OAS.

1. Open Analytics > Catalog

2. Navigate to Shared Folders/[YOUR INSTITUTION]/Reports > Click New icon on top left

3. Create a new Folder

4. Name the folder so you can identify it later, ex. [NAME My Folders]

5. Navigate to My Folders

6. To select all: Click on the first report > hold down Shift > click on the last report > Copy

7. Navigate to the new folder you created in the Shared Folders > Paste

8. Confirm that all your reports and folders are copied over

Additional Information

Review the schedule for OAS rollout plan.

Check out more information on the migration process.

• Article last edited: 24-Jun-2020