BobjXIR2 Migration User Group Q106 V1 0

8/12/2019 BobjXIR2 Migration User Group Q106 V1 0

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Migrating

to

BusinessObjects XI R2

Migrating

to

BusinessObjects XI R2Business Objects User Group

Q1 2006



Confidential and proprietary. Copyright © 2005 Business Objects S.A. All rights reserved.Slide 2

Agenda

BusinessObjects XI R2 overview

Migrating to BusinessObjects XI R2

Recommended best practices and resourcesConclusion


http://slidepdf.com/reader/full/bobjxir2-migration-user-group-q106-v1-0 4/46Confidential and proprietary. Copyright © 2005 Business Objects S.A. All rights reserved.Slide 4

What’s New in BusinessObjects XI R2?

My Questions BusinessObjects Intelligent Question

New flash-based performance management analytics

Enhanced Web Intelligence query authoring and interactive viewing

Desktop Intelligence on the new platform

My Insight View ETL data lineage in Web Intelligence

Access both multidimensional and relational sources via thesemantic layer

One BI Standard

New BI lifecycle management capabilities New BusinessObjects Composer

Automated migration and conversion tools



BusinessObjects XI R2 Key Capabilities

For Crystal customers…

1) The single, trusted platform

2) Dynamic and cascading prompts

3) Updated “ look and feel”

4) Performance management dashboards, scorecards,

engines, and applications

5) Crystal Reports universe access using the Business

Objects query panel

6) Tight integration with business views & universes7) Migration tools to migrate from previous versions

8) Unified, enterprise-class data integration (ETL)

Release 2



BusinessObjects XI R2 Key Capabilities

1) The massively scalable BI platform

2) Fault tolerance and fail over

3) Component-based, service-oriented architecture

4) Central Management Console

5) Mature caching capabilities6) Ability to leverage LDAP and other security models

7) Embeddability - deep and wide SDKs

8) Discussions and report instances

For BusinessObjects 5.x, 6.x customers…

Release 2



BusinessObjects Desktop Intelligence in XI R2

New name for the BusinessObjects full client

Protect existing investment in full client deployments No forced migration away from BusinessObjects reports (.rep)

Migration for documents, users, universes, etc.

Majority of existing functionality supported (no direct OLAP access)

New BI platform capabilit ies available Unicode data access

Historical report instances

Threaded discussions

Encyclopedia

Support for two and three-tier deployment options Full offline mode Client / server or 2-tier mode

3-tier mode (no automated download)

Workgroup mode



View / Refresh Desktop Intell igence Reports Over the Web

Authored on the desktop and published to InfoView



Full Unicode Access and Display in Desktop Intelligence



BusinessObjects Web Intell igence XI R2

Increased query power Synchronized-multiple data providers

Combined queries using the ‘Union,’ ‘Intersect,’ and ‘Minus’ commands

Access to Essbase and MSFT OLAP data via universes

Sub queries and conditional queries based on object-to-object comparison

Edit SQL

Increased reporting power

Report and query ranking Custom sorts

Advanced formula functions and operators

Enhanced trust in information

View ETL technical metadata on a report

Automatically generated by BusinessObjects Data Integrator




Crystal Reports XI Release 2

Significant enhancements and innovations were

delivered with Crystal Reports XI

No major functionality enhancements to Crystal Reports

with XI R2

Crystal Reports XI will be supported on BusinessObjects XI R2

There is no requirement to update to Crystal Reports XI Release 2

Using Crystal Reports with Microsoft Visual Studio 2005

Update available for Crystal Reports after the Visual Studio 2005release (planned by Microsoft in December 2005)

G l R hi “ Th O h 85%”




Goal: Reaching “ The Other 85%”

I need answers to my business questions

Quickly and simply

Historically, I’ve had these options

See if the answer already exists in a report or

dashboard

Create a query or build a report to fit it

Ask a power user to build a reportBut mostly, I go with gut feel because

I don’t have time

I don’t know who to go to or where to go

I don’t know what I can ask

Introducing Intelligent Question

The business user’s information problem

B i Obj t I t lli t Q ti




BusinessObjects Intelligent Question

The easiest way to ask

business questions

Information delivered to

new users

Where and how they work

Built on our patented

semantic layer

A M K P f I di t




Access My Key Performance Indicators

New Flash and SVG analytics for Performance Management

Enhanced visualization

Even easier to understand

Visibility, transparency, snap-shot view

of leading and lagging indicators

Improved formatting

More interactivity and flexibility in

display and formatting optionsNew open goal framework

All M t E l d U d t d Wh t i H i




Allow Me to Explore and Understand What is Happening

Powerful Enhancement to BusinessObjects Web Intelligence

Increased query power

Synchronized multiple data sources

Sub-queries

OLAP and relational sourcesEnhanced interactivity and analysis

Rich interactive viewing framework

Ranking, custom sorts

Improved formula language

Trusted insight with data lineage

down to source system

Live Office integrationOLAP Relational

One BI Standard: For All End User Requirements




One BI Standard: For All End-User Requirements

Desktop Intelligence as a platform

service

Part of the proven and modern service

oriented architecture (SOA)

Low cost l ifecycle management

Tools to automate moving between

environments (dev, test, prod)

Enhanced system audit ing

New auditing universe and reports

Process Tracker and Encyclopedia

Delivered on all platforms and languages

One BI Standard: To Deliver End to End Projects




One BI Standard: To Deliver End-to-End Projects

BusinessObjects Composer

Web-based tool to effectively

design ETL processes

Manage and plan data warehouse

projects

Project documentation and

collaborative design One place for all business and

technical personnel to collaborate

and track project progress

Validate and generate ETL

jobs with BusinessObjects

Data Integrator

Delivering Trusted Insight from all Information




Delivering Trusted Insight from all Information

Introducing BusinessObjects Metadata Manager*

Integrate and consolidate disparate metadata into open

repository

Explore and understand metadata relationships with auditing

Impact analysis and data lineage form from source, to target, totools and users and data lineage

Choose relevant metadata objects to generate universes

* Targeted availabili ty Q1 2006

Agenda




Agenda



Recommended best practices and resources

Conclusion

All Roads Lead to BusinessObjects XI R2




All Roads Lead to BusinessObjects XI R2

Accelerating adoption of the single, trusted BI platform in 2005

Migrating to BusinessObjects XI R2 Benefits





Reduced support and administration costs

Windows authentication

Mapping Windows domain users group automates account creation

Passwords are then managed by users

Security can de delegated to power users

Groups can be maintained outside of the BI system

Leverage pre-existing groups (including email distribution lists)

NT accounts better suited for SOX complianceSimplified security model

Easier to check user’s right with XI R2 CMC admin console

Auditing of all objects types Allows for more proactive clean up of content






BI platform with better scalabili ty and performance

New life cycle management features to easily move between Dev,

Test and Production environments

New Web Intelligence helps move to a full webenvironment

Ranking and sorting

Multi data providers synchronized

Integration of Desktop Intelligence

Protect existing investment

Easier scheduling for end usersEncyclopedia helps users find the right report

Also avoids recreating reports that already exists

Migration is Not a Push Button Process




Migration is Not a Push Button Process

Need to consider the deployment ecosystem, it’s not just about

moving repository resources

LDAP /

AD

Distributed

DeploymentsCompliance

PublishingCustom

Code

Calculation

Engine

Security

SSO

Release 2CE, 5.x, 6.x, AF

Need to Consider




Need to Consider

Security

Report Assessment

Architecture Design

User Requirements Assessment

Report Conversion

Product End Of Life ManagementEPM Content

…….

Repository Changes




Repository Changes

Faster access to resources

CMS

Repository

Users,groups and

profiles

V5/6RepositoryUsers,

groups andprofiles

Documentsand

UniversesFRS

(File Reposi toryServer)

Documentsand

Universes

Different Security Model




Different Security Model

XI R2

Simplified security model: user centric vs resource centric

V5/V6

Architecture Changes




g

Increased scalability and performance

BCAScheduler

SessionManager

Security Admin

SQLEngine

ReportEngine

Dispatcher

Storage

Manager

BusinessObjects V5/6

Repository

BusinessObjects XI

XI R2 Migration Tool: The import wizard



Slide 28

g p

Automates update of documents, universes, businessviews, users (and security profi les), groups, categories,

and EPM content (dashboard and analytics)

The migration step is mandatory

Import Wizard can also be used for l ife-cycle

management

Release 2

CE 8.5+, BO 5.1.4 +, AF 6.1.b+ repository

XI R2 Report Conversion Tool




p

To help convert full-client documents to WebIntelligence

And legacy Web Intelligence .wqy to current .wid format

update

Takes advantage of new Web Intell igence features

Allows for a full web based BI deployment

Easier to manage and maintain

Lower cost of deployment

The conversion step is optional

Agenda




g



Recommended best practices and resources

Conclusion

Migration: a Mix of Technology and Methodology




Migration works best with methodology

Technology provides automation Migration tool just helps move resources between repositories

Opportunity to review your exiting deployment Have your end-user requirements changed since you’ve last

deployed?

Is there more emphasis on EPM? Is there a greater emphasis on self-service?

How has the technical environment changed?

Has your infrastructure become more decentralized requiring more

web-based capabilities?

Is there more demand for data quality?

Why Migrate Obsolete Reports?




IDC found that 71% of reports must be modified or

redone within 6 months of creation

28%Greater than 6 months

15%5-6 months

25%3-4 months

20%1 to 2 months

11%Less than 1 month

Percent ofReports

Average in months before a report oranalytic must be modified

28%Greater than 6 months

15%5-6 months

25%3-4 months

20%1 to 2 months

11%Less than 1 month

Percent ofReports

Average in months before a report oranalytic must be modified

Source: IDC and DMReview,

2003 compiled by Dan Vesset

of IDC in answer to question

“What would you estimate is the

approximate useful life of a

standard report or custom

analytic application before it

requires its first modification or

enhancement as a result of

changing information needs

driven by business?”

The 4 Phases of Moving to BusinessObjects XI Release 2



Slide 33

1) Planning and assessment What products do you use?

What are your deployment options?

2) Installing the destination environment Install and test a XI R2 system

3) Importing content into BusinessObjects XI R2

Run the migration tool (the Import Wizard), using a copy of your repository

4) Post-migration validation and tuning

Check the migration tool log file

SDK-based customizations may need to be rewritten

Business Objects consulting services available

Migration Options




XI Info View

Applications

Reports

Universe

Connections

Security

Users

XI R2

Incremental

Single pass

Applications

ApplicationsObjects

Objects

Security

Users

Legacy

Repository

XI Info View

Applications

Reports

Universe

Connections

Security

Users

XI R2

Applications

Applications

Objects

Objects

Security

Users

Legacy

Repository

Best Practices for Migration of Full Client




Gradual approach Avoid the single pass option

Requires side by side install

Install full client 5.1/6.x and XI R2side by side on client desktop

Users can access both 5.1.x/6.x and XI

R2 repository during the transitionperiod

XI R2 can read legacy .rep

5.1/6.5 cannot read XI R2 .rep

Uninstall 5.1/6.x version

At the end of the transition period

5.1/6.xrepository XI R2 CMS

BusinessObjects5.1/6.x

DesktopIntelligence

XI R2

ImportWizard

The Import Wizard Links 5.1/6.x and XI Release 2




5.1/6.x repository

CMS database

Import Wizard

5.1/6.x

XI FRS

Users and Info objects

unv, rep,

wid files

CorporateobjectsPersonal

objects

FRS = File Repository Server CMS = Central Management Server

Server-Side Installation




BusinessObjects 5.1/6.x deployment

Login Repository

DataData fetch

BusinessObjects XI R2 deployment

Repository access requires a CMS server BusinessObjects Enterprise

Login Repository

DataData fetch

Desktop Intelligence

Migration of Full Client Documents




Corporate documents (i.e., docs in a 5.1/6.x repository) .rep migration accomplished by the Import Wizard

Import Wizard opens rep files, updates universe IDs and saves them

to the new format

Local documents

Option 1: Upload local documents to the repository and run ImportWizard

Option 2: Open and save local documents with Desktop Intelligence -

Saving a doc with Desktop Intelligence automatically migrates it

Migrating from CE 8.5, 9, and 10




Moving CR 8.5 to CR XI R2 Need to fine tune the reports after migration due to format change

LDAP

Configure LDAP wizard in XI R2 prior to migration

Clean up orphaned aliases in the source system

Update mapped 3rd party group via the CMC console

Customization with CSP Back up custom CSP pages

Begin to migrate CSP application to Java or .Net

For CE 10 web desktop (ePortfolio), select option on new install*Large scale deployment

Use incremental migration option

*Patch to be released

Migration Resources




Migration page on www.businessobjects.com http://www.businessobjects.com/products/businessobjectsxi/migration.asp

Migration whitepaper, case study

Tech support web site

Migration guides, knowledge base articles, technical white papers

2005 Insight presentations

Training

Complete set of on line and classroom training http://www.businessobjects.com/services/training/migration_training.asp

Security and Administration courses are highly recommended

New features course for current users

Knowledge Accelerator

Business Objects consult ing

Migration assessment workshop

Migration services

Training to Support Transition of All Users

http://www.businessobjects.com/

http://www.businessobjects.com/services/training/migration_training.asp

http://www.businessobjects.com/services/training/migration_training.asp

http://www.businessobjects.com/




Online and classroom training for administrators / IT BusinessObjects XI security and administration courses

Migration best practices training courses

Classroom training for end-users

BusinessObjects XI Release 2 new feature (delta) training

New product training – e.g. Web Intelligence report creation

Knowledge Accelerator for new products and

functionality Full customizable online training for end users

Cost effective model for introducing new functionality

Migration Services




Support for planning and executing a successful migration

A full range of A full range of support includingsupport including

installation, conversion,installation, conversion,

testing andtesting andproduction servicesproduction services

Expert servicesExpert services

to comprehensivelyto comprehensively

scope, planscope, plan

and budget your and budget your migrationmigration

MigrationMigration

Assessment Assessment

WorkshopWorkshop

MigrationMigration

ServicesServices

Migration Assessment Services




Specif ic to your planning

requirements

Workshop format with key

stakeholders

CustomerCustomer

DeliverablesDeliverables

• Identification of XI R2 benefits

and considerations

• Project time line

recommendations• Detailed Project Plan

• Training Development Plan

• Infrastructure Impact

• Security Impact

• Statement of Work and ProjectBudget

MigrationMigration

Assessment Assessment

WorkshopWorkshop

Migration Support Services




Predicated on Migration

Workshop

Migration of Infrastructure,

Reporting and Custom

Development

Technical EducationInstallation, Testing and

Production Deployment

CustomerCustomer

DeliverablesDeliverables

• XI R2 Installation

• Repository Migration

• Semantic Layer Migration

• Security Implementation• Report Migration

• Full Client Document Migration

• Development Language

Migration

• Custom Utility Migration• Technical and End-User Training

• Project Management

MigrationMigration

ServicesServices



Conclusion




BusinessObjects XI R2 Integrated and innovative BI platform to meet all BI needs

Adds the BusinessObjects full client

Greatly enhanced Web Intelligence

Innovations and improvements throughout

We provide migration tools and services

Full migration support for BusObj V5.1.5 and up + CE 8.5/9/10 customers

Tools to help automate migration tasks

Services with best practices, proven approach, and repeatable processes

To ensure migration success and help you benefit from your new systemfaster

Get the full benefits of your BI investment

Protect your current investments

Unique opportunity to review your deployment and refine your BI strategy

Gain competitive edge with XI R2 innovative BI platform and capabilities

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