SAP #BOBJ #BI 4.1 Upgrade Webcast Series 5: BI Installation and Patching

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SAP BusinessObjects BI 4.1 Upgrade

Webinar Series

BI 4.1 Installation and Patching

Presenter: Harjeet Judge

SAP Customer Experience Group

Brought to you by the Customer Experience Group


We bring to you all that you need

to successfully upgrade to the

SAP BusinessObjects BI Platform

4.1.

You can find a BI 4.1 Upgrade

Overview page on SCN at:

http://scn.sap.com/docs/DOC-

56525

Webinars also complement these

published resources:

http://scn.sap.com/docs/DOC-

56308

SAP BusinessObjects BI Platform 4.1 Upgrade

Enablement

http://scn.sap.com/docs/DOC-56525








• Installation

• BI4.x Server Installation Tips

• Patching

• Available Resources

• Patching Best Practices

• Parallel Patching

• Q&A

Agenda


BI 4.x Products and Components

• BI 4.x Server

• 13+ Server products

• BI Servers hosting such services as WebI,

Crystal Reports, Dashboards, Explorer, and

Design Studio

• Server tools such as CCM, SIA, and

WDeploy

• BI 4.x Clients

• BI 4 Client Tool package containing such

clients as WebI Rich Client, Information

Design Tool, and Report Conversion Tool

• Crystal Reports for Enterprise and Crystal

Reports 2011/2013

• MS Office based products such as Analysis

for Office and Live Office


BI 4.x Server Installation Tips

• Refer to the Product Availability

Matrix (PAM) and Supported Platforms

(PAR) to plan your installation

• BI 4.x Server and Web Application

Server must be installed on 64-bit

servers and use 64-bit JDK

• Minimum hardware recommendations

as follows:



• Install and Configure database

middleware if using an external

database server

• Select Full or Web Tier install types

depending on requirements

• Determine if a side-by-side installation

is required

• BI 4.x and XI 3.1 servers can be installed on

the same machine

• BI 4.x and XI 3.1 clients can be installed on

the same machine



• Make note of CMS Cluster Key and

important user passwords

• You will not be able to repoint the CMS

system database without the Cluster Key

• Administrator, System Database, and

Subversion passwords are important

• Ensure the installation directory

meets requirements

• The path cannot contain special characters

• Keep the path simple to prevent it from

becoming too deep


BI 4.x Server Installation Tips Windows Platform

• Install Microsoft .NET Framework 3.5

SP1 or higher

• Disable Anti-Virus software and

Windows Firewall during install

• Anti-Virus can slow down an installation

significantly as it scans each file

• Firewall can prevent servers from

communicating with system database or

CMS

• Install user must be a member of

Local Administrator’s Group

• Ensures that installation can write to

Windows system folders and create registry

entries as needed


BI 4.x Server Installation Tips Unix/Linux

• Install Required Libraries

• Consult Install guide for details

• http://help.sap.com/bobip

• Install Required Utilities

• Set locale settings

• syntax can be different on different UNIX

flavors and shells; for example:

• export LANG=en_US.utf8

• export LC_ALL=en_US.utf8

• Don’t use root user for install

• Set ULIMIT to Unlimited

List of Utilities:

http://help.sap.com/bobip

http://help.sap.com/bobip


BI 4.x Server Installation Tips Unix/Linux

BI 4.1

• For BI 4.1 Sybase SQL Anywhere 12.0.1 is default db for CMS and Audit

Databases

• On a clustered environment

• Install SQL Anywhere Database Client

• Create an ODBC DSN connecting to the primary node SQL

Anywhere CMS DB.

• Check Kernel Parameters on Suse Linux

• kernel.sem = 250 32000 32 1024

• kernel.msgmni = 1024

• kernel.shmmax = 18446744073709551615


References

• Business Intelligence Pattern Books:

• http://wiki.sdn.sap.com/wiki/display/BOBJ/Business+Intelligence

• Business Intelligence Platform Installation Guide (UNIX):

• http://service.sap.com/~sapidb/011000358700000805302013E/sbo41sp1_bip

_inst_unix_en.pdf

• Business Intelligence Platform Installation Guide (Windows):

• http://service.sap.com/~sapidb/011000358700000805312013E/sbo41sp1_bip

_inst_win_en.pdf

http://wiki.sdn.sap.com/wiki/display/BOBJ/Business+Intelligence

http://wiki.sdn.sap.com/wiki/display/BOBJ/Business+Intelligence

http://service.sap.com/~sapidb/011000358700000805302013E/sbo41sp1_bip_inst_unix_en.pdf



http://service.sap.com/~sapidb/011000358700000805312013E/sbo41sp1_bip_inst_win_en.pdf




BI Maintenance Strategy Goals

Qu

ali

ty &

Go

ve

rna

nc

e

• Consistent with SAP standards and best practices for quality assurance and release timelines

Alig

ned

Term

ino

log

y

• A “ONE SAP” approach with common and recognizable naming conventions across products

Cri

tic

al

Co

rre

cti

on

s

• The ability to deliver critical corrections for mainstream releases quickly and in a sustainable manner


Release Timelines Dates and Milestones

• Plan for maintenance release dates using this resource on the SAP Service Marketplace

• Dates regularly provided 6 months in advance to allow for resource planning

• Forward Fit Plans are located at the bottom of the page

https://service.sap.com/bosap-maintenance-schedule (requires login credentials to the SAP Service Marketplace)

https://service.sap.com/bosap-maintenance-schedule






Forward Fit Rules Patches, Support Packs, and Minor Releases

• Forward Fit Rules tell you which fixes from prior releases are contained in a given Support Pack or

Minor Release

• This is an invaluable resource for planning an upgrade from a Critical Patch

• Ensure you don’t miss a critical fix when upgrading


Highlights of Patch to Patch Forward Fitting

• Begins with BI 4.0 Support Pack 6

• Focus on Forward Fit to highest release for Support Packs & Critical Patches

• Newest releases quickly receive fixes to ensure quality & feature completeness


BI 4.x Patch Strategy

Customer Example 1:

Environment

• BI 4.0 Patch 6.5

• Crystal Reports

• Dashboards

Customer Example 2:

Environment

• BI 4.0 Patch 5.11

• WebI

• Universe

BI 4.1

Patch 1.1


Building a Maintenance Strategy Dos and Don’ts

DO NOT

Track a list of ADAPT Problem Reports (PR) that affect your deployment

DO

Install every Critical Patch, or take a Patch without business needs to support it

Identify issues that require you to install a critical patch and plan for the next available Support Pack that contains the forward fit

Go more than 6 months without evaluating a maintenance release in a test environment

Have a test environment and allow ample time to test critical business processes before rolling out to production

Wait until the end of mainstream maintenance to begin planning your next upgrade


Patching Best Practices

• Backup

• Windows: Full Server Backup to safeguard against

registry and file system modifications

• Unix/Linux: User’s home folder and product install

location

• All OS: FRS root directory and CMS/Audit DB

• Any custom configurations

• Update

• Leverage update installer or use full install where

applicable

• Identify fixes and feature changes in Support Pack

Release Notes

• Turn off all servers except CMS, FRS, Web Application

Server, and CMS Database


Patching Best Practices

• Shut down all non-essential

processes

• Process Explorer

• Task Manager

• Command Line Path should

be added from View Select

Columns

• Terminate related

processes or sub-

processes

• SP04 level bug (java process-

JVM locked) fixed in SP05 and

above


Updating a Clustered Environment Prior to BI 4.0 SP05

• Install process

• Update CMS first

• Update one server at a time

• BI Server patch followed by

Client Tools

• No simultaneous update installs

• Symptoms of failure

• Files left in the C:\Program

Files (x86)\SAP

BusinessObjects\setup\packag

estemp folder

• Setupengine.log shows CMS

failure to start


Parallel Patching

• Parallel Patching essentials

• Technology available in BI 4.0

SP05 and later

• Update, in parallel, all CMS

host machines

• Update, in parallel, all

remaining BI Platform servers

• Value Proposition

• Significant reduction in time

needed to patch large,

distributed systems

• Minimize downtime of

Production systems


Rules for Parallel Patching

1. Wait for all machines patched in parallel

to finish prior to proceeding

2. Do not restart a host machine until all

parallel patches are complete

3. At least one CMS must be running

4. If any additional CMS start, leave them

running as they may be processing

requests

5. Once updated complete, restart all CMS

servers


Interactive BI 4.0 Cluster Patching Guide

The following tool can help plan your

patching process:


Note that the tool does not currently

account for parallel patching





References

Patch Installation: http://service.sap.com/patches

SAP BusinessObjects BI suite 4.0 Patch Update Guide: http://help.sap.com/analytics

sap.com/LearnBI

Interactive SBOP BI 4 Cluster Patching Guide: http://scn.sap.com/docs/DOC-38905

Release Notes can be found a few different ways:

https://service.sap.com/support * Software Downloads Support Packages and Patches A-Z Index B SBOP BI Platform (former SBOP Enterprise) SBOP BI Platform (Enterprise) SBOP BI Platform 4.0 Comprised Software Component Versions SBOP BI Platform Servers 4.0 (server) SP04 The info link provides SAP Note references for the Release Notes and Patch update guide

https://service.sap.com/notes * Search for SP04 Patch Release Notes, Application Area BI

Use the SAP Product Support Wiki http://wiki.sdn.sap.com/wiki/display/BOBJ/BI4.0+Product+Support+page Product Maintenance section, which contains a list of Release Notes all on a single page!

************ Requires login credentials to the SAP Service Marketplace***************

http://service.sap.com/patches

http://service.sap.com/patches

http://help.sap.com/analytics

http://help.sap.com/analytics





https://service.sap.com/support

https://service.sap.com/notes

http://wiki.sdn.sap.com/wiki/display/BOBJ/BI4.0+Product+Support+page


SAP BusinessObjects BI 4.1 Upgrade

Webinar Series

BI 4.1 Installation and Patching

Q & A

Brought to you by the Customer Experience Group

SAP #BOBJ #BI 4.1 Upgrade Webcast Series 5: BI Installation and Patching

Technology

Transcript of SAP #BOBJ #BI 4.1 Upgrade Webcast Series 5: BI Installation and Patching