Data Services v4.1 - Information Steward v4.1 Upgrade Guide

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Sapds.com Data Services v4.1 / Information Steward v4.1 Upgrade

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Data Services v4.1 /Information Stewardv4.1 Upgrade

January, 2013

English

Best Practices -

Data Services v4.1 /Information Steward v4.1UpgradeConfiguration Guide


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1. Purpose ..................................................................................................................................................... 2

2. Installation of Upgrades ........................................................................................................................... 2

Prerequisites: ......................................................................................................................................... 2

2.1 Information Platform Services 4.0 SP4 Update ...................................................................................... 2

2.2 SAP Data Services 4.1 SP 0 Upgrade .................................................................................................... 8

2.3 SAP Data Services 4.1 SP 00 Patch 5 Upgrade .................................................................................. 15

2.4 SAP Data Services 4.1 SP 1 Upgrade .................................................................................................. 22

2.5 Information Steward v.4.1 SP 1 Install .................................................................................................. 30

3. Post-Installation Actions .......................................................................................................................... 37

1. Purpose

This document is to provide information on how to upgrade existing instances of Data Services and

information Steward to the latest versions, v4.1.

The goal of this document is to assist in the installation of the upgrades.

2. Installation of Upgrades

Prerequisites:

The following should be noted before attempting to install the upgrades:

Review and document any custom profiler settings in the Data Services Management Consoleunder Profiler Configuration. The upgrades will return all settings to default values; any customsettings will need to be restored after the upgrades are complete.

Check-in all work from local repositories into a central repository (if available) prior to backing up

repository databases. Back up the user repository database(s) via Oracle backup and a full repository export using SAP

tools.

Back up all existing Data Services and IPS installation folders.

2.1 Information Platform Services 4.0 SP4 UpdateThis process will upgrade the existing Information Platform Services (IPS) install to v4.0 Service Pack 4:

Right-click on the SP4 update file and select 'Run as administrator':


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After clicking on the upgrade file, a self extractor will appear:

After the self extractor is complete, the installation screen will appear:


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The updater will check the prerequisites necessary for the installation:

After making sure the prerequisites are satisfied, click on "Next" and the Welcome screen will pop up:


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Click on "Next" to continue to the License Agreement page:

Click "I accept the License Agreement" to continue to the "Existing CMS page" :

At this screen enter the Administrator password used to log into IPS (Information Platform Services). Afterentering the password, click on next to continue the process:


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Click on Next to start the update and wait until the process finishes:


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After the progress bar is full, the last installation pop up will appear:

Click finish to end the upgrade to IPS 4.0 SP4.

After installation restart the machine and proceed to:

2.2 SAP Data Services 4.1 SP 0 UpgradeThis process will upgrade the existing Data Services install to v4.1 Service Pack 0.

Right-click on the self-extract file and choose 'Run as administrator':


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After clicking on the upgrade file a self extractor will appear:

After self extractor is complete, the installation screen will appear:

The updater will check the critical parts necessary for installation:


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After accepting the License Agreement, click 'Next' and the destination window will appear. The path ofthe files to be installed will be determined by default:

Click "Next" to continue to select the language:


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After selecting the preferred language, click 'Next' to the CMS connections page:

Enter the password that is used to log into the CMS server. Usually that password is the same as the oneused to log into Information Platform Services or the Business Intelligence platform. After entering the


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required information press 'Next' to continue:

This warning message will pop up as soon as you click 'Next'. All of the SIA nodes and services will needto be stopped and restarted to continue the installation. Anyone using SAP products that use SIA serversthat reside in the same environment will need to be notified as this means they will experience aslowdown or will be logged off. This will only last for a few minutes. When you are ready to proceed, click'Yes.'

Click "Next" to start the installation process:


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Wait until the progress bar is full.

Click "Finish" to complete the installation of DS 4.1 SP 0 and restart the machine.

Test the installation by logging into the CMC and testing the repository connection.


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After installing DS 4.1 the DS 4.1 SP00 Patch 5 needs to be installed.

2.3 SAP Data Services 4.1 SP 00 Patch 5 UpgradeThis process will install he SAP Data Services v4.1 Service Pack 00 Patch 5 upgrade.

Click on the self-extract file:

Right-click and select 'Run as administrator':


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Select the desired language:


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After clicking 'Next' the destination window will appear. The path of the files to be installed will be determined by


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default:

Click "Next" to continue to select the language:

After selecting the preferred language click 'Next' to go to the CMS connection page:


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Enter the password that is used to log into the CMS server. Usually that password is the same as the one used to

log into Information Platform Services or the Business Intelligence platform. After entering the requiredinformation press 'Next' to continue:



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Click "Next" to start the installation process:



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After installation restart your machine.

2.4 SAP Data Services 4.1 SP 1 UpgradeThis process will install the SAP Data Services v4.1 Service Pack 1 Upgrade.

Right-click and select 'Run as administrator':


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After clicking on the upgrade file a self extractor will appear:



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After making sure the prerequisites are satisfied, click on 'Next' and the Welcome screen will pop up:

Click on 'Next' to continue to the License Agreement page:


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After clicking next the destination window will appear. The path of the files to be installed will be determined by

default.

Click 'Next' to continue to select the language:


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After making selecting the preferred language click 'Next' to the CMS connection page:

Enter the password that is used to log into the CMS server. Usually that password is the same as the one used to

log into Information Platform Services or the Business Intelligence platform. After entering the required


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information press 'Next' to continue:


Click 'Next'to start the installation process:


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After clicking 'Finish' restart the machine to complete the install.

After installation is complete do the following:


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Log into CMC and test the Repository connections.

Update all the previous Repositories to the current version using Data Services Repository Manager.

Verify that you can log into Data Services Designer.

If all the above steps are completed with no errors then the installation was successful.


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2.5 Information Steward v.4.1 SP 1 InstallThis process will install SAP Business Objects Information Steward version 4.1 Service Pack 1.

Right-click on the file and select 'Run as administrator':

The self-extractor will open:

After the self extraction is finished the Welcome screen will appear and will check all the necessary components

that are needed to start the installation:


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After making sure the prerequisites are satisfied, click on 'Next' and the Welcome screen will pop up:

From the welcome screen click 'Next' to continue:


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Select 'I accept the License Agreement' and then click on 'Next':

After clicking next the destination window will appear. The path of the files to be installed will be determined by


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default. Click on 'Next' to proceed.

Select the desired language and then click on 'Next' to proceed:

All fields other that "Password" should be filled in by default. Enter the Administrator password. This is usually the

same password that is used to log into Information Platform Services or Business Intelligence Platform.


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Fields other than 'Password' are automatically filled in. Enter the password used to log into the Database Server.

Click 'Next' to continue:


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Upgrade is the only option allowed for upgrades to Information Steward. Click 'Next' to continue:

Click on 'Next' to start the installation process and wait until the progress bar is full:


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After the progress bar is full the 'Finish Installation' screen will appear:

Click on 'Finish' to complete the installation.


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3. Post-Installation Actions

After the installation perform the following:

Log into the Central Management Console and select 'Applications' from the drop-down menu:

Select 'Information Steward Application':


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Click on 'View Data Services Job Server' to see if there is a Job Server associated with Information

Steward:

If there is no Job Server shown, then you have to create a Job Server specifically for Information Steward. The

4.1 version does not allow the Information Steward repository to be on the same Job Server as other

repositories.

Select 'Information Steward' from the drop-down and then select 'Connections':

Double-click on an existing connection to open the 'Update Connection' window and test the

connection by clicking on the 'Test Connection' button:


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Alternatively, you can right-click on the right panel and select 'New> Connection' to create a connection:

You will need to enter the following to create a new connection (all others can be left as default values):

Connection Name

Server Name

Database Name

User Name

Password


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Test the new connection by clicking on the 'Test Connection' button.

Verify that you can log into IS by clicking on the IS icon from the start menu (Start> All Programs):

Data Services v4.1 - Information Steward v4.1 Upgrade Guide

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