Here’s a high-level guide on how to perform BI report migration in Fusion HCM:

Preparation Steps:

1. Backup Reports: Before you begin the migration process, make sure to create backups of the reports and related assets (such as data models, subject areas, and security configurations) in the source environment.

2. Understand Differences: Ensure that you understand any differences between the source and target environments, such as database schemas, data security policies, and user roles.

Migration Steps:

3. Export Reports:

   • In the source environment, use the Oracle BI Catalog to export the reports and associated assets that you want to migrate.
   • Export options may include individual reports, folders, or entire report catalogs.

4. Transfer Files:

   • Transfer the exported files (usually in the form of .catalog and .rpd files) to the target environment. This can be done using file transfer methods like FTP, SCP, or other secure means.

5. Import Reports:

   • In the target environment, use the Oracle BI Catalog to import the reports and assets that you transferred from the source environment.
   • Ensure that you import reports into the appropriate folders and directories.

6. Reconfigure Data Sources:

   • Review and reconfigure data sources and database connections in the target environment if they differ from the source environment.
   • Update data model connections to point to the correct databases.

7. Verify Security Settings:

   • Review and verify the security settings and access control policies in the target environment. Ensure that users and roles have appropriate permissions to access the migrated reports.

8. Test Reports:

   • After migration, thoroughly test the migrated reports in the target environment to ensure they function correctly and display accurate data.
   • Verify that data security and access control policies are applied as expected.

9. Update Scheduled Jobs (Optional):

   • If you have scheduled jobs for report delivery, ensure that you update these schedules to reflect the target environment’s settings.

Post-Migration Steps:

10. Documentation:

    • Document the migration process, including any issues encountered and their resolutions. This documentation is essential for future reference and troubleshooting.

11. User Training:

    • If the migration impacts users, provide training and guidance on using the reports in the new environment.

12. Monitor and Optimize:

    • Continuously monitor the performance of the migrated reports in the target environment and make optimizations as needed.

13. Backup and Rollback Plan:

    • Have a backup and rollback plan in place in case any critical issues arise during or after migration.