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

  • Product: Alma

 

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

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

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3. Create a new Folder

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

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5. Navigate to My Folders

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

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

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

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Additional Information

Review the schedule for OAS rollout plan.

Check out more information on the migration process.


  • Article last edited: 24-Jun-2020