SAP #BOBJ #BI 4.1 Upgrade Webcast Series 7: Upgrade Process: Moving from BusinessObjects XI Release...

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SAP BusinessObjects BI 4.1 Upgrade

Webinar Series

Upgrading from BusinessObjects XI

Release 2/3.1 to BI 4.1 - and

Updating from BI 4.0 to BI 4.1

Presenter: Merlijn Ekkel

Director SAP BI GTM

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








Agenda

Planning

Overview of planning your Upgrade to SAP BI 4.1

Upgrade Path

From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1

High- Level Upgrade process using the “Upgrade Management Tool” – UMT

Best Practices

From SAP BI 4.0 SPx to SAP BI 4.1

Misconception

Best Practices

Further Resources

Planning Overview of planning your Upgrade to SAP BI 4.1


Upgrade Overview

Project Evaluation

Upgrade Execution

Validation Rollout

•OS and Hardware

•Sizing

•Database

•CMS repository content

•Number of documents

•Security

•Software installation

•Db configuration

•Security configuration

•Repository objects

migration

•Security correctness

•BI Document data

correctness

•Customized application

functional correctness

•Planned downtime

•Training

•New customized

application


Update your skills

ADMINISTRATION

Architecture design

Sizing

Upgrade process

LCM process

Portal & customization

BI APPLICATIONS

Choice of client tool

Data Federation

Access to SAP BW

OpenDocument & drill-through

Portal and workspaces

OPERATIONS

Setup & Configuration

Tuning

Backup & Restore

Traces & Diagnosis

Audit & Monitoring

Updates and patching

BI 4.1 is BETTER, BI 4.1 is

DIFFERENT

XIR2, XI 3.x best practices MAY NOT

APPLY*

(* = on sizing, platform)


DEFINE A MANAGEABLE SCOPE

Technical

or Functional?

Check your

Upgrade path

Identify a

target

Stay

focused

Technical:

Upgrade

existing

applications as-

is to the new

platform

Functional:

Design a new BI

application with

BI 4.1

Technical:

Identify one

good BI

application

candidate for

upgrade

Functional:

Identify a new

business need

to be served.

Technical:

Check if ALL

elements of the

BI application

CAN be

upgraded

Functional: n/a

do to design

phase

Upgrade less

critical apps first

to get familiar with

the process

Never try to both

upgrade and

introduce new

functionalities in

the same project

Iterate on

smaller scopes


Upgrade paths

BI 4.1

BOE - BusinessObjects Enterprise.

CE - Crystal Enterprise

E – BusinessObjects Enterprise 5/6

BOE XI 3.x

BOE XI R2

SP2 Upgrade

Management

Tool

E5 / E6

BOE XI

CE8 / CE9 /

CE10


Versions upgrade path Migration Versus Upgrade - A reminder

BusinessObjects

v5 & v6 platform XI R2 Platform

Moving on same platform = Upgrade

(XIR2 or XI3 to BI4)

XI R2

or XI 3.x

Platform

BI 4.1

platform

Moving on to a different platform = Migration

(BO V5/V6 to XIr2) Complexity: Higher

• Major change in

architecture, significant

rework required

• Need to rewrite the security

model

• Conversion from Desktop

Intelligence to Web

Intelligence difficult due to

lack of features

• Minimal rework/reconfiguration

required

• Continuity in the security model

• Catch up between Desktop

Intelligence and Web Intelligence

almost complete

• Streamlined upgrade management

tool

Complexity: Lower


Upgrade paths

BI 4.1

BOE - BusinessObjects Enterprise.

CE - Crystal Enterprise

E – BusinessObjects Enterprise 5/6

BOE XI 3.x

BOE XI R2

SP2 Upgrade

Management

Tool

E5 / E6

BOE XI

CE8 / CE9 /

CE10


Upgrade on different version

Moving from XI R2/ XI3 to BI4.0/BI4.1

In parallel upgrade

“In Place” versus “In Parallel” upgrade

Time

Pre

vio

us (

Xir

2 o

r

Xi3

.1)

syste

m

BI 4

.0 s

ys

tem

Existing BOE

XI R2 or XI 3 environment

1

Installation and

configuration of third

parties and customization

New BOE BI 4.1 environment

2

Existing BOE


3 Upgrade

BOE content

content (live to live) New BOE BI 4.1

environment

Existing BOE


Upgrade on the same version

Installing Patch or Service Pack

In place upgrade

Time

Xi3

s

ys

tem

1 Install patch

or SP on BOE

Existing BOE XI 3 environment

Existing BOE XI 3 environment

Time

BI4

.X s

ys

tem

1 Install patch

or SP on BOE

Existing BOE BI4.0 environment

Existing BOE BI4.1 environment


Full System vs Staged Upgrade

Full / One Shot Upgrade

Upgrade all content at once

Only 1 system to maintain

Requires lockdown of the entire system

Issues affect the entire system

Long downtime

Simpler (less options)

Stage / Incremental Upgrade per department

Upgrade content in stages

2 systems to maintain

Requires lockdown of department folder

Issues affect only the department upgraded

Short downtime


Full System Upgrade Considerations

No lockdown or read only options available in BOE

To lockdown a BOE system:

Shutdown your application server

Disable and stop all “BusinessObjects servers” except the “CMS, Input and output”

Block all access to the CMS port except between your source and destination

Time

Pre

vio

us (

XI R

2 o

r X

I 3

.1)

syste

m

XI 4

.1 s

ys

tem

Previous (XI R2 or XI3.x)

1

Set up the

Xi4.1 system

2

XI 4.1 System XI 4.1 System

Freeze the

source and

upgrade

the full system

3

Previous (XI R2 or XI3.x)

XI 4.1 System

5

4

Stop the previous

system Previous (XI R2 or XI3.x)


Staged Upgrade Considerations

To lockdown a department folder, modify folder rights:

XI R2: explicitly deny view objects rights

XI 3: create a custom access level and explicitly deny view objects rights

Time

XI 4.1 System

7

Previous (XI R2 or

XI 3.x)

1

XI 4.1 System

Set up the

Xi4.1 system

2

Pre

vio

us (

XI

R2 o

r X

I

3.x

)

syste

m

Xi 4

.1 s

ys

tem

XI 4.1 System

5

Freeze H and

upgrade it

Previous (XI R2 or

XI 3.x)

6

Previous (XI R2 or

XI 3.x)

Stop the

previous

system

XI 4.1 System

Freeze the

Folder department

A and upgrade it

3

Previous (XI R2 or

XI 3.x)

XI 4.1 System

Freeze B and

upgrade it

4

Previous (XI R2 or

XI 3.x)

Freeze … and

upgrade it


Platform considerations

Effort XI 3.1 BI 4.0\4.1 Upgrade Considerations

XI3 software No patch, full

install required

Full installation is required.

Co-existing XI3 and BI4 is possible

(exceptions exists for clients)

Audit database New audit schema Can not report across both BI4 and XI3 audit data as

they will be different schemas (Details)

InfoView BI Launch Pad New interface

Report pinning

Dashboard

Builder BI Workspace

Corporate, Personal and My InfoView Dashboards

become BI Workspaces but some analytics must be

recreated in ‘Dashboards’ (Xcelsius)

to

Encyclopedia,

Performance

Manager

End of Life No upgrade.

SAP Strategy Manager as alternative for Performance

Manager.

Discussions Deprecated Continue to use in BI4 and/or adopt new SAP JAM

integration

Search New search

technology The search index will be re-built in BI 4.0.

Index disk size should be much smaller

Additional work required beyond typical upgrade:

Minor effort = Significant Effort =



Effort XI 3.1 BI 4.0\4.1 Upgrade Considerations

to Crystal

Reports

Crystal Reports

2011\2013

and Crystal

Reports for

Enterprise

All reports are by default upgraded to CR 2011\2013

Use “Crystal Reports for Enterprise” for BICS or UNX semantic

layer.

to Desktop

Intelligence

End Of Life* *DCP in 4.1

Need to convert documents to Web Intelligence, either before or

after the upgrade with Report Conversion Tool.

Xcelsius

2008 Dashboards

Conversion to new format is optional. Old ones will still work (if

using a ‘relative address’). Conversion adds new features

(globalization, direct UNX queries)

Explorer Explorer Information Spaces based on Excel are upgraded but will need

re-indexing. Explorer to BW can’t connect to BW Queries (using

UNV) in 4.0, only in B4.1

Voyager Analysis, edition

for OLAP Voyager workspaces will upgrade to Analysis workspaces.

Requires new connections of the exact same name in BI4.

Web

Intelligence Web Intelligence

Fully upgraded.

Depending on usage, some corrections may be needed in the

reports

Content conversion (1/3) Additional work required beyond typical upgrade:



Effort XI 3.1 BI 4.0 Upgrade Considerations

Universe Design

Tool (.UNV) No change None, universes and designer as in XI 3.x

N/A

Information

Designer

(.UNX)

Relational UNV can be converted to UNX

No authored universes for BW OLAP access.

Now recommended to use drect BICS

connection.

‘OLAP’ UNX universes recommended over

other ‘OLAP’ UNV universes

Business Views

Designer No change

No changes to business views

Only supported with Crystal Reports 2011.

Content conversion (2/3) Additional work required beyond typical upgrade:



Effort XI 3.1 BI 4.0 Upgrade Considerations

LifeCycle

Management

Installer fully Integrated in BI

4.0. VM System remains

separate

If you want to keep the content in your

‘Version Management system’ you’ll need

to upgrade it.

Or you could just start fresh

Report Conversion

Tool / Report

Comparison Tool

No major change, except

‘.REP’s can not exist in

BI4.0*

Convert before or after the upgrade.

BI4 tools allow for improved conversion

rates. (Query on Query, Fold/Unfold,

Show/Hide, Fit to page)

Additional work required beyond typical upgrade:

Minor effort = Significant Effort = Content conversion (3/3)

From SAP BOE XI Rel.2 SP2+ to SAP BI 4.1

High-Level Upgrade process using the “Upgrade Management Tool” – UMT



Its an Upgrade

Moving to SAP BI 4.1 from (at least) “BusinessObjects Enterprise XI Rel.2 SP2” is called Upgrade

Its moving from an old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3)

Achieved via the “Upgrade Management Tool” - UMT

The UMT is a Windows based GUI Tool

For LINUX and UNIX available as CLI

Comes with the installation of the Server components from SAP BI 4.1

It’s the replacement of the “Import Wizard” from legacy Versions

There is only the UMT!

There are information available like in Forums etc. where people like to move to a new Code line using different techniques

These are “LCM”, “Promotion Management” or a CMS Database Copy

These information are wrong! – There is only the UMT for Upgrading to SAP BI 4.1 from at least “BusinessObjects Enterprise

XI Rel.2 SP2”



The UMT

The only Upgrade Resource

Easy to use as GUI or CLI

A total 1:1 Upgrade can be done

within 4 Steps!

Results are stored in a log File for

better troubleshooting

Run it multiple Times to get a

feeling how long your Upgrade

takes

Run it multiple Times to get a

feeling how the UMT behaves

From SAP BOE XI Rel.2 SP2 (and later) to SAP

BI 4.1 Best Practices



Best Practices for the UMT

Apply the following BP

Have a dedicated Environment with

only the UMT installed

Environment needs to have Power!

Run all Upgrades only from this

Environment

Have Wave Upgrades instead of a

Full Upgrade

Can be decommissioned after the

Upgrade has been successfully

completed

Follow the SAP Best Practices

found here for the UMT

http://service.sap.com/sap/support/notes/1904814


BI4.1 Upgrade Pattern Book

Step by Step documentation of a real upgrade from

XI3.1 into BI4.1

With documentation and considerations around:

- Scope

- Landscape Overview Used

- Pre Requisites

- Upgrade Workflow

- Post Upgrade Workflow

- Known Issues and Challenges


Key Links to Explorer

SAP BI Pattern Books – BI4.1 Upgrade

http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+-

+Pattern+Book+on+BI+4.1+Upgrade

SAP BusinessObjects BI4.0 Process Flows


How to upgrade to BI4.0

http://wiki.scn.sap.com/wiki/display/BOBJ/How+to+Upgrade+to+BI4.0

http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+-+Pattern+Book+on+BI+4.1+Upgrade











Please read the blog entry by Matthew Shaw:

The update to BI4.1 from BI4.0 is the same process as applying a Support Pack. i.e.

just apply the ‘patch’ software to update from BI4.0 to BI4.1. There is no need to

install BI4.1 on a new machine, nor is there a need to move, or copy content from

one repository to another. Indeed it’s vital that the CMS System Repository

database is updated as part of the update process.

http://scn.sap.com/community/bi-platform/blog/2013/11/05/doing-a-full-install-for-updating-from-bi40-to-bi41-

think-again



Misconception: - Full install is needed for new features

Unfortunately the BI4.1 update, BI4.1 SPx Update and BI4.1 Patch update

documentation will have you incorrectly believe this. The following sentences in

those guides are not correct:

If you want to use of the expanded set of ERP Drivers available in this release, you

will need to perform a full install

and

You must do a full installation to get the new features



Misconception: - Full install is needed for new features

When the update is applied, only the existing software components are updated. All

new features for those existing components will be updated. Any new components

available will not be installed. To install new components, simply modify the original

base installation and select the new components to install. The patch installer even

provides a friendly reminder to do just this at the end of the update.


Best Practices


From SAP BI 4.0 SPx to SAP BI 4.1 SPx

Its an Update NOT an Upgrade NOR a Migration

Moving to SAP BI 4.1 from SAP BI 4.0 is not a hard Task!

No Big Projects or Budget is required

Simple Process

Moving to SAP BI 4.1 from SAP BI 4.0 is a simple Update installer

Its like Updating from SAP BI 4.0 SP7 to SAP BI 4.0 SP8

Follow the Best Practices

Disable certain Services, Disable Anti- Virus, Maybe kill certain Services (JAVA.EXE) manually

Simple run the Update Installer

Take always the latest Version (As of May 2014 the latest Version is SAP BI 4.1 SP3)

The Best Practices for running an Update installer can be found here

http://service.sap.com/sap/support/notes/1757132


BI4.x Cluster Patching Guide – Your Interactive Advise


BI4.1 Update Pattern Book

Step by Step documentation of a real update from

BI4.0 SP04 into BI4.1 SP04

With documentation and considerations around:

- Scope

- Landscape Overview Used

- Pre Requisites

- Update Workflow

- Post Update Workflow

- Known Issues and Challenges


Key Links to explore

SAP BI Pattern Books – BI4.1 Update

http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+-

+Pattern+Book+on+BI+4.1+Update

Patching Strategies and Best Practices + Parallel Patching


Interactive BI4.x Cluster Patch guide


http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+-+Pattern+Book+on+BI+4.1+Update












Further Resources


Further Resources

sapbusinessobjectsbi.com/upgrade

http://www.sapbusinessobjectsbi.com/upgrade


SAP BusinessObjects BI 4.1 Upgrade

Webinar Series

Upgrading from BusinessObjects XI

Release 2/3.1 to BI 4.1 - and

Updating from BI 4.0 to BI 4.1

Q & A

Brought to you by the Customer Experience Group


Appendix

From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1

Overview



Its an Upgrade

Moving to SAP BI 4.1 from “BusinessObjects Enterprise 6.x”, “Crystal Enterprise 10” or lower is called Upgrade

Its moving from a (very) old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3)

Only available via the Indirect Migration Path

No direct Migration Path is available

You need a version in between that offers a direct Migration Path

Should be at least “BusinessObjects Enterprise XI Rel.2 SP2”

SAP recommends to use “SAP BusinessObjects Enterprise XI 3.1 SP7” as the Version in Between

This Version is still in Support and offers better Upgrade compatibility to SAP BI 4.1

A mixture of Tools

For moving from the legacy Environment to “SAP BusinessObjects Enterprise XI 3.1 SP7” take advantage of the “Import

Wizard” – And nothing else!

Afterwards use the UMT followed by the Best Practices to Upgrade to SAP BI 4.1


Best Practices



Best Practices Have a separate Environment for the SAP

BOE XI 3.1 SP7 installation

Use the “Import Wizard” from this

Environment (no separate Environment)

Upgrade the content 1:1 – Do NOT

edit/adjust the content in the SAP BOE XI

3.1 SP7 Environment

No Wave Upgrade – Only Full Upgrade

Adjustment/Edit will be done in the SAP BI

4.1 Destination Environment

From the SAP BOE XI 3.1 SP7 Environment

to the SAP BI 4.1 SP3 Target Environment

follow the BP for the UMT

Use the “Upgrade Guide” from “SAP

BusinessObjects Enterprise XI 3.1 SP7” for

your help from here

http://service.sap.com/~sapidb/011000358700000560002010E/xi31_sp3_upgrade_en.pdf

SAP #BOBJ #BI 4.1 Upgrade Webcast Series 7: Upgrade Process: Moving from BusinessObjects XI Release...

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