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