Tips for Migrating to XI 3.1

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Migrating To BusinessObjects™ R3.1

Last Revised: 3/18/2010

© 2010 – Creative Technology and Training Solutions, LLC 2

BusinessObjects™ R3.1 Migration

What Still exists?

Designer and UniversesBusinessObjects™ Full Client WebIntelligence™ (Introducing Rich Client)Crystal ReportsDashboard Manager/Performance ManagerSchedulingPublications



What’s been replaced from 5.x and 6.x?

Supervisor (Central Management Console)Auditor (Auditing: WebIntelligence) BusinessQuery (LiveOffice/Xcelsius)WebIntelligence™ OLAP (OLAP Intelligence)



Utilizing the Import Wizard

What Is Supported:

Groups and Users

Inboxes, Personal and Corporate Documents

Universes & Connections

Stored Procedures

Third Party Documents (.pdf, .doc, etc)

Personal and Corporate Categories

BusinessObjects™ Full-client Documents

WebIntelligence™ Documents

Broadcast Agent Scheduled Tasks Supported in 3.1

EPM Content

BCA Publisher (Version 5/6)



Utilizing The Import Wizard

What Is Not Supported: Custom Interfaces(ASP/JSP) BusinessQueryWebIntelligence™ OLAPAuditor InfoView Personal Settings



Overall Project Plan

Phase 1

Phase 2

Phase 3

Phase 4

Assessment

Installation/Setup/Deployment

Migration/Conversion

Testing/ValidatingPhase 5

Planning

Phase 6 User Training



Assessment Phase

Planning Phase

Administration Training

Installation/Setup/Deployment of New Environment

Setup New Security Model (Unless Migrating from R2)

Test New Environment

Rewrite Interfaces

Migrate Current Repository

Test Interfaces

Test/Validate/Tune Reports

Rewrite Any Reports (If required)

End-User Training

Administration Training(If Not Already Trained)

Overall Project Plan



Assessment Phase: Overall Assessment To Include:

Hardware

Server Operating Systems

Client Operating Systems

Other Applications/Utilities

Databases

Repository

Connectivity

Authentication

HTTP Servers

Application Servers

Internet Browsers



Overall Assessment To Include(Continued):

Products & Versions

Licenses & Media

Current Product Usage

Future Product Usage

Current Deployment Methods

Future Deployment Methods

Server Access

Additional Options

Other

What will be kept and migrated

Assessment Phase:



Planning To Include:

Installation of 3.1 Software(Latest SP/Hotfixes)

Current & Future Needs

Migration Plan

Conversion Plan

Testing Plan

Sign Off Guidelines

Training

Planning Phase:



Installation To Include:

Installation/Setup of 3.1:

Server Products

Desktop Products

Deployment/Tuning

Security Model Implementation

Installation Phase:



Migration/Conversion To Include:

Incremental vs. Single Pass

Migrating Documents

Converting From Deski to Webi

NOTE: Migrating From v5 may require extra step!

Migration Phase:



Migration/Conversion Flowchart:

Migration Phase

Full client Full client

Migration Conversion5.1 or 6.x XI R2 XI R2

WebIntelligence™

3.1 3.15.x, 6.x, R2

R2 WebIntelligence™ R2 WebIntelligence™



Import Wizard:

Imports:

Users

Security

BI Content

EPM Content

Scheduling

Earlier Versions Include:

BO v5.1.4 and up, v6,v6.5

CE 8.5, 9,10

XI and XI R2

Note: Must be installed on Windows Machine

Migration Phase



Report Conversion Utility:

Used For: Converting Full Client Documents to WebIntelligence™ Incorporates New Features of WebIntelligence™ R3.1

SP2

Note: Conversion Tool is Optional!

Migration Phase



Migration Phase

ApplicationsReports

Universes

Connections

Security

Users

LegacyBO

InfoView

Applications

Reports

Universes

Connections

Security

Users

3.1

Single Pass: InfoView

Applications

Reports

Universes

Connections

Security

Users

XI R2



Migration Phase

Incremental:

ApplicationsReports

UniversesConnections

SecurityUsers

LegacyBO

InfoView

ApplicationsReports


SecurityUsers

3.1Applications

ReportsUniverses

Connections

SecurityUsers

StagingCMS

InfoView

ApplicationsReports


SecurityUsers

XI R2



Testing/Validation To Include:

Security

Folder/Object Access

Object Utilization

Application access

Universes and Universe Connections

Universe Restrictions as well

Object Types:

Desktop Intelligence™

WebIntelligence™

Crystal Reports™

Testing Phase:



User Training could Include:

Administration Training

Designer

Reporting: Desktop Intelligence™ Update ClassWebIntelligence™ Training

Intro to Infoview (Light Users or Report Consumers)WebIntelligence™ Basic ReportingWebIntelligence™ Intermediate ReportingWebIntelligence™ Advanced ReportingWebIntelligence™ Rich Client Reporting

User Training Phase:



Migration Guidelines

Use Incremental Approach (Not Big Bang)

Unless just Upgrading from R2

Create New Security Model (Don’t Migrate, Unless migrating from R2)

Clean up Repository before Migrating

Set Deadline For Development/Enhancements in Current Repository

Convert from Deski to Webi (optional)

Could be Separate Project after Migration Validated

Create Test Plan the fits your needs

Time Limit?

Data Validation necessary?

v5 Migration May Require Extra Step



R2 to R3 Migration Consideration

If using a Closed Security Scenario in R2 Environment, if the security model is Migrated to R3, you will need to revise.

If Top Level Folders Setting is set to No Access for Everyone Group, Users will not be Able to View Public Folders in R3

Tips for Migrating to XI 3.1

Technology

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