BPM Admin Guide

Upgrade ETL

This section describes the steps you need to follow to upgrade the ETL.

Upgrading the ETL is required for upgrading BPM Analysis and BPM People Planner.

Note: When running ETL jobs that load data to the Data Warehouse, one of the Number fields on Maconomy may fail while being converted to string (data type) before loading. We recommend temporarily disabling the cache on steps that fail until this issue gets resolved.

To run Create Job:

  1. Import ETL.
  2. After successful ETL import, open the repository and go to the /public/Business Performance Management folder.
  3. Click Create Job.

The following occurs:

  1. Drop all the DWH tables (including the deprecated tables in previous versions, namely INDEX_MANAGEMENT, TABLE_MANAGEMENT,UPGRADE_LOG).
  2. The views, dimension, and fact tables are then recreated for the current version while INDEX_MANAGEMENT, TABLE_MANAGEMENT, and UPGRADE_LOG are longer available.
  3. The job then proceeds to load the FULL data from Maconomy to the DWH.

To upgrade the ETL you must:

  • Upgrade the ETL and BPM Data Warehouse
  • Upgrade the ETL and People Planner Data Warehouse

Before You Begin

Before upgrading, it is recommended that you make a backup of the ETL and a backup of the data warehouse database.
Note: Since there are many methods to back up a data warehouse database, and methods differ for Oracle and MS SQL, consult your Database Administrators for this task.

Back Up the ETL

To back up the ETL, follow these steps:

  1. Run Spoon.bat.
  2. Select Tools » Repository » Connect...
  3. In the Repository Connection window, select the repository that contains the ETL to back up.
  4. Select Tools » Repository » Export Repository…
  5. Choose a location and a file name for the XML file to be created.
  6. Click Save.

Upgrade BPM ETL and BPM Data Warehouse

Run Create Job from the ETL to drop and re-create the data warehouse during upgrades.

To run Create Job:

  1. Import ETL.
  2. After successful ETL import, open the repository and go to the /public/Business Performance Management folder.
  3. Click Create Job.

    The following occurs:

    • Drop all the DWH tables (including the deprecated tables in previous versions, namely INDEX_MANAGEMENT, TABLE_MANAGEMENT,UPGRADE_LOG).
    • The views, dimension, and fact tables are then recreated for the current version while INDEX_MANAGEMENT, TABLE_MANAGEMENT, and UPGRADE_LOG are longer available.
    • The job then proceeds to load the FULL data from Maconomy to the DWH.

Upgrade People Planner ETL and Data Warehouse

To upgrade the ETL and People Planner Data Warehouse, install the ETL of the new RPU.