BusinessObjects XI R2 upgrade University of Michigan Administrative Information Services...
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Transcript of BusinessObjects XI R2 upgrade University of Michigan Administrative Information Services...
BusinessObjects XI R2 upgrade
University of
Michigan Administrative Information Services
BusinessObjects XI R2 Upgrade
Jeanne MackeyMAIS Data Delivery
April - May, 2007
April-May 2007 2BusinessObjects XI R2 upgrade
Agenda
• Introduction
• Relevant dates
• Licenses
• Benefits of XI R2
• Training and support resources
• Conversion of version 5 reports
April-May 2007 3BusinessObjects XI R2 upgrade
Agenda (continued)
• Getting started
• Demonstration of BusinessObjects XI R2
• Q & A
April-May 2007 4BusinessObjects XI R2 upgrade
Relevant Dates
• April 30: XI R2 go-live
• Now: Submit user reports to MAIS for conversion to XI R2
• September 17: Version 5 (current version) will no longer be available
April-May 2007 5BusinessObjects XI R2 upgrade
• BusinessObjects InfoView: The Web-based interface for running reports. Best choice if you only run and print reports and export to Excel.
• BusinessObjects Web Intelligence (WebI): The Web-based product for creating, editing, formatting, and drilling into reports.
Two Types of Licenses
April-May 2007 6BusinessObjects XI R2 upgrade
• How do I know which license I have? E-mail notification from MAIS Access
Services (4/27/07). Select New from the InfoView Home page. If
you see Web Intelligence Document as an option, you have a WebI license. If not, InfoView.
Two Types of Licenses
April-May 2007 7BusinessObjects XI R2 upgrade
BusinessObjects Version XI Release 2:
• Web-based—no more Citrix
• You can access your reports from home—or anywhere via Internet
• Will log in via Wolverine Access using Cosign and MToken
• Mac support (Safari)
Benefits of XI R2
April-May 2007 8BusinessObjects XI R2 upgrade
Benefits of XI R2
• If you only run reports, can get InfoView license with minimal or no training
• Reports categorized by both data area and business process
• Improved export to Excel or text file—retains formatting, exports data from all report tabs at once
April-May 2007 9BusinessObjects XI R2 upgrade
Training and Support Resources
• MAIS LINC: BusinessObjects XI R2 InfoView and
WebI Resources (Web page—search on “XI R2 resources”)
eLearning courses:DDE001: InfoView - Running
Predefined ReportsDDE002: WebI - Modifying
Predefined Reports
April-May 2007 10BusinessObjects XI R2 upgrade
• Instructor-led course: DD001: BusinessObjects WebI Ad Hoc
Reports (prerequisites are DDE001 and DDE002)
• MAIS Help Desk, Ph. (734) 936-7000 [email protected]
Training and Support Resources
April-May 2007 11BusinessObjects XI R2 upgrade
Report Conversion
• Must convert reports to run them in WebI• MAIS will convert all repository reports
and submitted user reports
• Submit your user reports now• The sooner you submit reports, the
sooner they will be returned to you. • The conversion process may take several
weeks due to high volume of reports (>10,000)
April-May 2007 12BusinessObjects XI R2 upgrade
Report Conversion
• Sending your version 5 reports to MAIS for conversion: New process—resubmit reports that
you sent last summer Send only appropriate (purged) reports
(refer to MAIS step-by-step procedure on submitting reports: www.mais.umich.edu/upgrades/download/boxi_submitrpts_ss.doc)
April-May 2007 13BusinessObjects XI R2 upgrade
Report Conversion
Sending a report for conversion: • Log in to U-M institutional file system (
www.mfile.umich.edu)
• Change to the following directory: /afs/umich.edu/group/presoff/mais/BusObjsUpgrade/ReportsToConvert/
• Create a folder with your uniqname
• Upload your version 5 reports
DEMO
April-May 2007 14BusinessObjects XI R2 upgrade
Report Conversion
• If you submit a report for conversion: MAIS will convert it, check for and fix common errors You will be notified via e-mail when it is available in
XI R2 (sometime after 4/30) You run and validate the report (compare with v.5) If any problems with converted report, you can:
Use MAIS tip sheet or Call the MAIS Help Desk
• See MAIS web site: www.mais.umich.edu/upgrades/boxi_rptconv.html
April-May 2007 15BusinessObjects XI R2 upgrade
Workstations
BusinessObjects-supported Browsers:
• PC: Internet Explorer 6 and 7
• Macintosh: Safari 1.3.x
April-May 2007 16BusinessObjects XI R2 upgrade
• In order for InfoView and WebI to run properly, your system administrator or you will need to change certain workstation settings.
• See MAIS Web site for details:www.mais.umich.edu/upgrades/boxi_workstationreqs.html
Workstation Requirements
April-May 2007 17BusinessObjects XI R2 upgrade
Getting Started
• Log in through Wolverine Access:University Business > Reporting > U-M Data
Warehouse (BusinessObjects)
• Log in with Uniqname Kerberos password MToken tokencode
April-May 2007 18BusinessObjects XI R2 upgrade
Getting Started
• When you log-in for the first time: Oracle password change screen Enter your current BusinessObjects
password (not Citrix) For everyone but DRDA PRISM users,
accept the default database Type and confirm new password Remember new password: you will need it
for version 5
April-May 2007 20BusinessObjects XI R2 upgrade
Certificates
• Accept this certificate (Always) if it appears:
April-May 2007 21BusinessObjects XI R2 upgrade
Demo of XI R2
• Recommended preferences
• Different views InfoView only Java Report Panel Interactive Mode Folders and Categories
• Reports are stored within XI R2--no longer on your workstation or network drive
• Four important folders
April-May 2007 22BusinessObjects XI R2 upgrade
Four important folders
• Personal (Favorites and Inbox)
• Public UM-Maintained Unit-Maintained User-Shared
April-May 2007 23BusinessObjects XI R2 upgrade
Public Folders
• UM-Maintained Formerly known as corporate documents or
repository reports
• Unit-Maintained Reports written and maintained by a unit and
made available to unit staff – will be implemented after go-live
• User-Shared “Free-for-all” area available to all users
April-May 2007 24BusinessObjects XI R2 upgrade
Public Folders
• User-Shared Reports written by WebI users. Anyone can save a report here that they
want to share with others. Purge data from report before saving. This folder is emptied at the end of each
month! Keep a copy in your Favorites of any report you save here.
April-May 2007 25BusinessObjects XI R2 upgrade
Storing and Sharing Reports
• Storing reports (no longer on your hard drive) Set up folders in your Favorites
• Sharing reports with others Send to BusinessObjects Inbox or Save report (purged of data) in User-Shared
folder
April-May 2007 26BusinessObjects XI R2 upgrade
Questions?
Answers will be posted at www.mais.umich.edu/upgrades/boxi_faq.html