Primo OAS (Oracle Analytics Server) Rollout

Ensuring Reports are Migrated

Since institutional reports will be migrated as part of the OBI upgrade from v11 to OAS, note the following:

• During the migration process, newly created reports or saved changes of existing reports will not be migrated to OAS. This is referred to as the "freeze period."

• All current Analytics reports will be migrated except for those under My Folders. These are the reports that are only accessible to the specific logged in user. If you want your My Folders reports migrated, follow the procedure below. This can be done now so that you will be ready for the migration. In this example, the institution is called ABC University and the name is John Smith:

  1. Create a folder under /shared/ABC University/ called John Smith.

  2. Copy your reports from /My Folders to /shared/ABC University/John Smith.

  3. After the migration (if desired), copy them back to /My Folders"

If you are already in the freeze period and still need to save your "My Folders" reports, see How to save and recreate an analytics report using the xml of the analysis. Note that this applies to reports and not dashboards.

OAS Upgrade FAQ

1. What access will I have to Analytics during the freeze?

   You can run reports at any time. Scheduled reports will continue to run. Be aware that any new report you create or changes to existing reports will not be migrated.

2. What do we need to prepare for the upgrade before the freeze?

   You need to make sure staff users that have access to Analytics perform the steps detailed in Ensuring Reports are Migrated above.

3. How do I know when the upgrade is completed?

   Ex Libris will update the status on the status.exlibrisgroup.com page on the completion of the upgrade.

4. What about API calls to Analytics? Will they continue to work during the freeze? Will the exact same calls we are making now continue to work after the upgrade, or will it be necessary to adjust them?

   API calls to Analytics will not be affected by the upgrade to OAS.

5. Is this upgrade relevant to local Primo (on-premises) customers?

   Yes, local Primo customers using OBI for Primo analytics must install the Primo August release (which includes support for OAS) in accordance with the Rollout Plan dates of their regional Data Center.

6. During migration, what happens between the freeze date and the OAS Go Live date?

   New reports created after the freeze date may be lost after switching to OAS.

Rollout Plan

The following table lists the OAS upgrade schedule for each region: