Migration of Objects – OTBI Analytics
Migration of Objects – OTBI Analytics

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In this article we will look into all possible ways to migrate or copy the OTBI Analytics from one instance to other.

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In the previous article we have looked into Migration of BI Reports. If you missed it, have a look at it to understand this further.

OTBI Analytics be migrated using the below three approaches:

We will look into these options in detail now.

Migrate OTBI using Catalog files:

Like we did for BI Reports, this is the simple way out of all the other ways. Just click on Archive to download the catalog file and Unarchive this file in the target instance.

Source Instance:

Archive OTBI for Migration in fusion hcm oracle hcm cloud
Archive OTBI for Migration

It will download the catalog file with naming convention as <OTBI Report Name>.catalog

Target Instance:

Navigate to the required folder where the OTBI needs to be migrated and select the Unarchive option and browse for the catalog file from the above step.

Unarchive OTBI Report for Migration in Target Instance in fusion hcm oracle hcm cloud
Unarchive OTBI Report for Migration in Target Instance

Once we click OK, the OTBI will be migrated to target instance.

Migrate OTBI using XML code:

We can also migrate or copy the OTBI Analysis using XML file. Normally when the OTBI reports are shared on Cloud Customer Connect they share the XML file which can be used in any BI instance irrespective of the version of BI. The catalog files will work only if the BI version is same on both target and source instances. However this approach of migrating using XML works irrespective of versions.

First let’s look into where we can we find the XML for the OTBI.

Click on Edit for OTBI Analysis

Click on Advanced Tab to get the OTBI in Fusion HCM
Click on Advanced Tab
Analysis XML section in Fusion HCM Oracle HCM Cloud
Analysis XML section

Here we can find the Analysis XML section. We can copy the XML file and share it with others if you want to share the OTBI Anlaysis.

Similarly we can import the OTBI Analysis using the XML file by following below steps:

Create New Analysis

Create New OTBI Analysis in fusion hcm
Create New Analysis

It will list all the subject areas for us to select the subject area to start with. As we are going to import the analysis from XML file, the subject area will be overridden by the XML. so choose any one of the subject area even if it is not the one that you intend to use.

I have selected the first subject area. Now click on the Advanced Tab in fusion hcm
I have selected the first subject area. Now click on the Advanced Tab
We can see that some XML is present on the advanced tab in fusion hcm
We can see that some XML is present on the advanced tab

Now we have to copy paste the XML that we want to use in the XML and click on the Apply XML.

Importing the XML file into OTBI in fusion hcm oracle hcm cloud
Importing the XML file into OTBI

Once we click Apply XML, the Analysis will be updated to reflect the OTBI that we are importing.. We can navigate to Criteria screen now to verify the changes.

We can see that the Subject area is overridden and the filters are attributes are added fusion hcm
We can see that the Subject area is overridden and the filters are attributes are added

Now we can save this analysis by clicking the save button.

This way we can Import/Migrate the analysis using XML option and this works irrespective of the source and target being on same/different BI versions.

Migrate OTBI using Logical SQL:

We can migrate the OTBI using Logical SQL option as well.

First we will see where we can find the Logical SQL for existing OTBI Analysis.

Similar to the above XML, we can find the Logical SQL on the advanced tab of the Analytics screen.

Logical SQL can be seen under "SQL Issued" section in fusion hcm
Logical SQL can be seen under “SQL Issued” section

Now, let’s see how to create the OTBI analysis if we have the Logical SQL.

Create New Analysis.

Click on Create Analysis from Simple Logical SQL Option in fusion hcm
Click on Create Analysis from Simple Logical SQL Option
Enter the Logical SQL and click OK in fusion hcm
Enter the Logical SQL and click OK

Once we click OK the analysis will be imported and we can see the subject area, attributes and filters.

Note: If you create a new analysis using this Logical SQL, any hierarchical columns, member selection, groups or formatting will be stripped If the Analysis is using any of these then use other migration approaches.

Logical SQL is used to implement complex functionality that cannot be achieved using the seeded OTBI reporting.

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Tip: Simplest of all is the migration using Catalog file. However most of the analytics are shared using XML or Logical SQL on Communities. So, knowing all approaches would help you to import those analytics.

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Sricharan is a Fusion HCM Solution Architect with over 13+ years of overall experience and 5+ years of Fusion experience. He is passionate about technical aspects of Fusion HCM and writes interesting articles on HCM Extracts, HCM Data Loader, Fast Formula, BI Publisher, Integrations and Automation etc.

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