WebFOCUS 8: Best Practices for Migration 1 Lori Pieper Indianapolis User Group Meeting July 25,...

WebFOCUS 8: Best Practices for Migration 1 Lori Pieper Indianapolis User Group Meeting July 25, 2012

Agenda What makes WF8 migration so different? Upgrade Path for WebFOCUS Product Components Planning the Upgrade Migration Strategies and Considerations Migration workflow Validating the migration what to expect Post Migration Tasks 2

What makes WF8 migration so different? 3

What makes WF8 so different? Architecture overhaul New security very granular Consolidation of WebFOCUS Client objects One place to log in for both users and administrator Report Caster and Library WF Client content and security held in relational database repository Business Intelligence Portal Allows for more flexibility in both development and the end user experience 4

WF8 Content - New Look 5 New Content Migrated Content

Granular Security - Permission Sets 6

Some WF Default Permission Sets 7

WF8 Repository 8 Report Caster tables named the same, but have added new key fields. MR RDBMS Authorization tables replaces by UOA tables.

Upgrade Path for WebFOCUS Product Components 9

Planning the Upgrade Upgrade path for WebFOCUS product components Product Component Used Upgrade Path Managed Reporting MR data and security rules - migrated and stored in the WebFOCUS 8 repository. WebFOCUS 7 domain tree structure will be preserved. Reports should continue to run as they did in WebFOCUS 7. BI Dashboard BID content - migrated to BI Dashboards stored on the file system in WebFOCUS80/worp BID Favorites/Mobile Favorites -stored in WF8 repository BI dashboards can be used as is with some caveats. 10

Planning the Upgrade Upgrade path for WebFOCUS product components Product Component Used Upgrade Path ReportCaster Fully integrated with WF8 architecture and security. ReportCaster/ Report Library migrated stored in the WF8 repository. Developer Studio Can be installed on same machine as Developer Studio 7. Can switch between two releases as before Leverages WF8 architecture and security. 11

Planning the Upgrade Upgrade path for WebFOCUS product components Product Component Used Upgrade Path Configuration As in prior versions, configurations are not migrated and will need to be re-applied. E.g., security settings, custom settings, etc. Parameters Most WebFOCUS 7 parameters are still available in WebFOCUS 8. Some have been removed Customizations All customizations will need to be evaluated may no longer be needed may be implemented differently 12

Planning the Upgrade Upgrade path for WebFOCUS product components Product Component Used Upgrade Path Custom Settings (site.wfs) All custom settings in site.wfs will need to be evaluated to determine if they are still needed in WebFOCUS 8 or have to be implemented differently. Connectivity to Reporting Server Similar to WebFOCUS 7. 13

Validating the migration What To Expect Managed Reporting MR content MR contentWebFOCUS 8 Deferred Reports Migrated Deferred reports will continue to run. Published reports Migrated published reports will continue to run. This feature has been removed from WF8. Publish in WF8 has a different meaning. Templates Migrated templates will continue to work. This feature has been removed from WF8. 14

Validating the migration What To Expect Managed Reporting MR content 15 WebFOCUS 7 - legacy Publish feature 1 2 Published report was written to ibi_html/publish/{,htm} End users called the {.htm} directly

Validating the migration What To Expect Managed Reporting MR content 16 WebFOCUS 8 Publish capability means something different. It is related to the WebFOCUS security authorization model. It is used when one wants to make a WebFOCUS resource available to others.

Planning the Upgrade Migration Strategies and Considerations 17

Planning the Upgrade Migration Considerations Security has changed significantly Evaluate current MR users/groups/roles/privileges and decide: Do not migrate and start from scratch? Leave as is after migration? Restructure security authorization using WebFOCUS 8 security authorization model? Group users according to their role Leverage groups and sub-groups to delegate responsibilities Minimize user management and administration Leverage WebFOCUS groups to minimize or replace user profiles on the Reporting Server. NOTE: For LDAP shops: WebFOCUS8 provides a better way to leverage groups defined LDAP/AD. 18

Planning the Upgrade Migration Considerations WebFOCUS 8 upgrade may be an opportunity to clean house: Conduct an inventory of applications/report usage: Utilize Resource Analyzer to identify reports that: Are never used and can be removed Can be consolidated Should be updated/improved to leverage WebFOCUS 8 features 19

Planning the Upgrade Migration Strategies Two options for Migration: Full Migration everything in WF7 is migrated at one time to WF8 WF migration tool should be used Staggered Migration you migrate by application or instance of WF WF migration tool may be used with separate WF installations. NOTE: The WF MR migration tool migrates everything: Users, groups, roles, domains, content except BID 20

Planning the Upgrade Migration Strategies For either Migration option: If WebFOCUS 7 development is active during the upgrade, you will need to do one of the following: Manage ongoing WebFOCUS 7 development during upgrade: intermediate WebFOCUS 8 environment move as developed manual tracking, logging and promotion of changes Lockdown all new WebFOCUS development until everything is migrated. This option ensures nothing gets lost. Remember development includes users creating My Reports 21

Managing ongoing development during upgrade .or an option for cleaning house Full migration from WebFOCUS 7 to an intermediate version of WebFOCUS 8 Use WebFOCUS 8 Change Management from the intermediate version of WebFOCUS 8 to the targeted WebFOCUS 8 environment (Sandbox, Dev). This workflow is illustrated below Existing WebFOCUS 7 Production Full migration with WF 8 migration tools Intermediate version of WebFOCUS 8 WebFOCUS 8 Change Management WebFOCUS 8 Sandbox/Dev Use WebFOCUS 8 Change Management to promote to QA/Prod 22

Migration workflow 23

Migration workflow Migration Utilities WebFOCUS 8 is packaged with a number of migration utilities which migrate content from: WebFOCUS Reporting Server has not changed Managed Reporting Business Intelligence Dashboard Business Intelligence Dashboard Favorites/Mobile Favorites ReportCaster 24

Migrating earlier releases to WebFOCUS 8 WebFOCUS 8 migration supports: Managed Reporting migration from Release 7.6.x and 7.7.x to Release 8 Business Intelligence Dashboard (BID) migration from Release 7.6.x and 7.7.x to Release 8 ReportCaster migration from Release 7.6.x to Release 8 For WebFOCUS versions 4.x, 5.x or 7.1.x, it is best to migrate to the latest 7.6.x or 7.7.x release to minimize migration steps. Special consideration for Unicode Unicode BI Dashboard Migration Needs to be performed at the WebFOCUS 7.7.x level prior to WebFOCUS 8 migration. 25

Migration workflow WebFOCUS 8 migration process consists of three steps: Export This step will extract WebFOCUS 7 data using WebFOCUS 8 migration using export utilities. Export migration logs are created and is useful for capturing errors if they occur. Import This step will import WebFOCUS 7 data into WebFOCUS 8 using import utilities. Import migration logs are created and and is useful for capturing errors if they occur. Validate This step is to validate the migrated data ..what should we expect after migration? 26

Migration workflow Copy WebFOCUS 8 migration utilities to the WebFOCUS 7 environment Stop WebFOCUS 7 Environment Run the WebFOCUS 8 MR/BID/RC export utilities Copy extracted WebFOCUS 7 content to WebFOCUS 8 Run the WebFOCUS 8 import utilities Validate migrated content 1 2 27

Validating the migration what to expect 28

Managed Reporting 29

Validating the migration what to expect Managed Reporting MR security objects Managed Reporting security objects Users Users Groups Groups Roles and Privileges User Default Roles (UDR) MR security authorization rules are maintained with UDR The concept of the role being attached to a user is mimicked in WF8 using User Default Role (UDR). Designed to simplify the migration process and provide customers with an optional starting point in WebFOCUS 8. 30

Validating the migration What To Expect Managed Reporting MR security objects 31 Here is a glimpse into the WebFOCUS 8 UDR and how it is designed to maintain existing MR security relationships.

Validating the migration What To Expect Managed Reporting MR content Old MR contentWebFOCUS 8 DomainsMapped to Folders Sub-foldersMapped to Sub-folders Standard ReportsMaintains same tree structure Reporting ObjectsMaintains same tree structure MyReportsStored In a MyContent folder Saved Parameter ReportsShould continue to run URL Standard ReportsShould continue to run Shared ReportsShared Content Empty user folders do not get migrated 32

Validating the migration What To Expect Managed Reporting MR content 33 WebFOCUS 7 WebFOCUS 8

BI Dashboard 34

Validating the migration what to expect BI dashboards vs- BI Portals 35 BI Portal BI Dashboard

Validating the migration What To Expect BI Dashboard BI Dashboard content copied, not converted to WF8 BI Portal BI dashboards will continue to run in WebFOCUS 8 with some caveats: Some BI dashboard features have been removed, for instance: redirect on logout is no longer by view but is now a global setting. Some BI dashboard features have been implemented differently: Domain Tree is now the Resource Tree Role tree would now be handled through the WF8 security layer 36

Validating the migration what to expect BI dashboards - Then and Now 37 WebFOCUS 7 WebFOCUS 8

Validating the migration What To Expect BI dashboard content BID Features that are implemented differently in WebFOCUS 8 and documented in the WebFOCUS 8 Upgrade Considerations: BI dashboard Login Pages Different URL for BI dashboard Login page Customizations to login pages will need to review for compatibility Managing public user ID Enabling WF_Public_Role Changing default public user ID Disabling public user Specifying Reporting Server credentials Replacement of scroll buttons by scroll bars for trees and blocks Search 38

ReportCaster 39

Validating the migration What To Expect ReportCaster Security objects RC security authorization rules maintained after migration RC security objectsWebFOCUS 8 ReportCaster user IDsNo longer separate. Unified architecture means we have one user. Their assigned permissions determine if they can access Report Caster. Execution user IDsMigrated and mapped to related schedules. IBIMR_RC_SVCUSERRemoved. No longer required due to new architecture and security model. 40

Validating the migration What To Expect ReportCaster - Content All migrated Report Caster and Report Library content are available from the Content Tree Schedules Alert Schedules Group BlackOutDates Distribution Lists Access Lists Watch Lists 41

Validating the migration What To Expect ReportCaster - Content Migrated Report Caster schedules will be in Content Report Caster Distribution lists, etc., - in separate folders under Report Caster Migrated Library output will be found in the content tree based upon their output options: Content Library Content Category if this was from the reporting server schedule Content Domains Category if this was from the MR Domain schedule NOTE: For new schedules and library content, you can put these anywhere for which you have the proper permissions. 42

Validating the migration what to expect ReportCaster Content 43 Call ReportCaster RC Administration UI Create RC new content WebFOCUS7

Validating the migration what to expect Report Library Content - WebFOCUS 7 44 Access Report Library Report Library Content Report Library Access List

Validating the migration what to expect ReportCaster Content Centralized in WebFOCUS 8 45 WebFOCUS 8 Report Library Content From APPS Folder Report Library Content From MR Report Report Caster Content

Post Migration Tasks 46

Post Migration Tasks MR Security Authorization - Enable User Default Role From WebFOCUS Administration Console Navigate to Configuration => Other Set IBI_Enable_UDR to a value of TRUE 47

Post Migration Tasks MR Security Authorization - Configure Public user ID WebFOCUS 7 Manage the public user ID from BI View Builder. Change the user ID from public to named user Set Reporting Server credentials for Reporting Server. WebFOCUS 8 Manage the public user ID from Administration Console 48

Post Migration Tasks BI Dashboard BI View Builder Admin permissions In BI View Builder, MR and Group administrators were able to view and add BI content to all group views. They were not required to be members of groups to perform this function. WebFOCUS 7 BI View Builder Administrators WebFOCUS 8 Migrated MR or Group administrators are not migrated into all groups. In BI View Builder, a user that is assigned MR and Group administrator permissions cannot by default, view and add BI content to all group views. Can only create group views and add BI content to Group Views for Groups they are members of. 49

Thank you for attending our session 50

WebFOCUS 8: Best Practices for Migration 1 Lori Pieper Indianapolis User Group Meeting July 25,...

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