BOBJ Migration Q3

7/29/2019 BOBJ Migration Q3

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Moving to BusinessObjects XI in 2005


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Slide 2 Confidential and proprietary. Copyright 2005 Business Objects S.A. All rights reserved.

Agenda

BusinessObjects XI overview

Query, analysis, and reporting in XI Release 2

Migrating to BusinessObjects XI and beyond

Recommended best practices and resources

Conclusion


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BusinessObjects XI

Available today Windows 2000, 2003 English,

Multi-lingual

Sun Solaris 8, 9 English

Sun Solaris 8, 9 Multi-lingual

Red Hat Linux Enterprise 3Multi-lingual

SuSE Linux 9 Multi-lingual

IBM AIX Multi-lingual

Update support BusinessObjects 6.x

Web Intelligence documents,universes, security, categories

Crystal 7.5, 8, 8.5, 9, 10

eXtreme Insight. Trusted Platform.


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BusinessObjects XI Platform (1/2)

End user capabilities

Reporting, query and analysis,

dashboards, scorecards,

applications

Deep Microsoft Office integration

Customizable BI portal Threaded discussions

Encyclopedia for context

Enhanced scheduling including

Business Calendars


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Platform capabilities Enhanced performance, scalability,

and reliability

Service-Oriented Architecture

Web Services SDK

Full Unicode repository

Historical report instances

Linux server support

Web-based administration

Simplified directory integration:LDAP, Active Directory, etc.

Powerful semantic layer

Unified data integration

16 SAP certifications

BusinessObjects XI Platform (2/2)


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All Roads Lead to BusinessObjects XI

Accelerating adoption of the single, trusted BI platform in 2005


7/37Slide 7 Confidential and proprietary. Copyright 2005 Business Objects S.A. All rights reserved.

BusinessObjects XI Key Capabilities

1) The single, trusted platform

2) Dynamic and cascading prompts

3) Updated look and feel

4) Performance management dashboards, scorecards,engines, and applications

5) Crystal Reports can access universes using the

Business Objects query panel

6) Tight integration with Business Views & universes7) Easy migration from previous versions

8) Unified, enterprise-class data integration (ETL)

New to Crystal customers



BusinessObjects XI Key Capabilities

1) The massively scalable BI platform

2) Fault tolerance and fail over

3) Load balancing

4) Component-based, service-oriented architecture

5) Central Management Console

6) Mature caching capabilities

7) Ability to leverage LDAP and other security models

8) Embeddability - deep and wide SDKs9) Discussions and Report instances

10) Red Hat and SuSE Linux support

New for BusinessObjects 5.x, 6.x customers



Agenda





Conclusion



BusinessObjects XI Release 2

We are bringing the full client to the XI platform in 2005

What is BusinessObjects XI

Release 2?

Innovation and enhancements

throughout the platform

Major improvements to Web

Intelligence

BusinessObjects full client support (2-tier and 3-tier)

Supported upgrade from

BusinessObjects 5.1.4, 6.X, or XI



BusinessObjects Desktop Intelligence in XI R2

Protect existing investment in full client deployments

No forced migration away from BusinessObjects reports (.rep)

Migration for documents, users, universes, etc.

Majority of existing functionality supported (no direct OLAP access)

New BI platform capabilities available

Unicode data access

Historical report instances

Threaded discussions

Encyclopedia

Support for two and three-tier deployment options Full offline mode

Client / server or 2-tier mode

3-tier mode (no automated download)

Workgroup mode

New name for the BusinessObjects full client



View / Refresh Desktop Intelligence Reports Over the Web

Authored on the desktop and published to InfoView



Full Unicode Access and Display in Desktop Intelligence



BusinessObjects Web Intelligence XI R2

Increased query power

Synchronized-multiple data providers Combined queries using the Union, Intersect, and Minus

commands

Access to Essbase and MSFT OLAP data via universes

Sub queries and conditional queries based on object-to-object

comparison

Edit SQL

Increased reporting power

Report and query ranking

Custom sorts

Advanced formula functions and operators

Enhanced trust in information

View ETL technical metadata on a report

Automatically generated by BusinessObjects Data Integrator

e n e gence ync ron ze a a



e n e gence ync ron ze a aProviders



Edit SQL for Web Intelligence XI R2 Queries



Web Intelligence XI R2 In-Report Custom Sorts



Data Ranking in Web Intelligence XI R2



Crystal Reports XI Release 2

Significant enhancements and innovations were

delivered with Crystal Reports XI

No major functionality enhancements to Crystal Reports

with XI R2

Crystal Reports XI will be supported on BusinessObjects XI R2

There is no requirement to update to Crystal Reports XI Release 2

Using Crystal Reports with Microsoft Visual Studio 2005

Update available for Crystal Reports after the Visual Studio 2005release (planned by Microsoft in December 2005)



Agenda





Conclusion


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What are the Migration Tools in XI R2?

One migration tool

A single migration tool = The Import Wizard

Automated update of documents, Universes, users (and security

profiles), groups, categories, and EPM content

The migration step is mandatory

Import Wizard also used for life-cycle management

One conversion tool

To convert full-client documents to Web Intelligence

Legacy Web Intelligence .wqy to current .wid format update

Takes advantage of new Web Intelligence features The conversion step is optional

Conversion tool delivery (CD or not) will depend on conversion rate


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Slide 23

What is the Import Wizard?

The Import Wizard is the tool used for migration to XI

Imports users, security, BI content and PM content The Import Wizard is available with BusinessObjects Enterprise XI

A Win32 client application

To import content from a source system to an XI system

Supports same Windows versions as BusinessObjects EnterpriseSource systems include

BusinessObjects 5.1.4 and up, 6.0, 6.1, 6.5

Crystal Enterprise 8.5, 9, 10

BusinessObjects XI and XI Release 2

Note: Seagate Info 7.5 and CE 8 customers must move to XI, not XI R2

Installs with BusinessObjects Enterprise install

Must be installed on a Windows machine

Use a Custom install if you want to install only the Import Wizard


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Slide 24

How Does The Import Wizard Work?

Acts as a bridge between source and target repository

Imports content from source repository

Updates content (e.g., universe IDs in reports)

Exports content into target CMS and FRS

Import Wizard requires 4 connections/paths

A BOMain.key file to connect to the source repository

A path to Storage/Mail on source server

A path to Storage/Users on source server

An ID and password to connect to the target CMS

Requires appropriate hardware Fast hard disk (series of report Open/Save operations)

Fast connections to 5.1/6.x system and XI system

Addi i l P i b h I Wi d


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Slide 25

Additional Points about the Import Wizard

Import Wizard can import from XIr2 environments

Import Wizard can create BIAR files

Use the Import Wizard for Dev/Test/Prod Migration

between XIr2 environments

Th I t Wi d Li k 5 1/6 d XI R l 2


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The Import Wizard Links 5.1/6.x and XI Release 2

5.1/6.x repository

CMS database

Import Wizard

5.1/6.x

XI FRS

Users and Info objects

unv, rep,

wid files

Corporate

objectsPersonal

objects

FRS = File Repository Server CMS = Central Management Server

Wh t N i th I t Wi d i XI R2?


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Slide 27

Whats New in the Import Wizard in XI R2?

XI XI R2

Migration from 6.0, 6.1 or 6.5 Yes Yes

Migration from 5.1 No Yes

Users and Groups Yes Yes

Universes and Connections Yes Yes

Categories Yes Yes

Web Intelligence documents Yes Yes

Full client documents No Yes

wqy to wid conversion No Yes

EPM content (from 6.1/6.5) No Yes

BCA jobs No Yes (Q1 06)

Th 4 Ph f M i B i Obj XI R l 2


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Slide 28

The 4 Phases of Moving to BusinessObjects XI Release 2

1) Planning and assessment

What products do you use?

What are your deployment options?

2) Installing the destination environment

Install and test a XI R2 system

3) Importing content into BusinessObjects XI R2

Run the migration tool (the Import Wizard), using a copy of your

repository

4) Post-migration validation and tuning

Check the migration tool log file SDK-based customizations may need to be rewritten

Business Objects con su lt ing services avai lable

A d


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Agenda





Conclusion

B t P ti f Mi ti f F ll Cli t


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Best Practices for Migration of Full Client

Gradual approach

Avoid a big-bang approach

Gradual requires side by side install

Install full client 5.1/6.x and XI R2

side by side on client desktop

Users can access both 5.1.x/6.x and XIR2 repository during the transition

period

XI R2 can read legacy .rep

5.1/6.5 cannot read XI R2 .rep

Uninstall 5.1/6.x version

At the end of the transition period

5.1/6.x

repositoryXI R2 CMS

BusinessObjects

5.1/6.x

DesktopIntelligence

XI R2

Import

Wizard

S Sid I t ll ti


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Server-Side Installation

BusinessObjects 5.1/6.x deployment

Login Repository

DataData fetch

BusinessObjects XI R2 deployment Repository access requires a CMS server

BusinessObjects Enterprise

LoginRepository

DataData fetch

Desktop Intelligence

S th ht Mi ti B t P ti


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Slide 32

Some thoughts on Migration Best Practices

The Business Objects Enterprise XI security model is

different from the old Business Objects model

Automatic conversion of security rules is possible

300 rules vs. 2 rules

Take opportunity to leverage new security capabilities, it

is more powerful in XI than E6.x

Maybe take the opportunity to integrate security with

LDAP or AD

The Reverse Bridge XI r2 will talk to your existing

implementations

Report Migration and Con ersion


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Slide 33

Report Migration and Conversion

Reports have a shelf life (some should be scrapped,

some re-engineered)

Conversion tool can convert most full client to Web

Intelligence

Interactive/Analysis reports vs. static, high volume/high

distribution production reports

Your Existing skillset

Use the reverse bridge and let your old reports die on

the vine

Migration of Full Client Documents


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Migration of Full Client Documents

Corporate documents (i.e., docs in a 5.1/6.x repository)

.rep migration accomplished by the Import Wizard

Import Wizard opens rep files, updates universe IDs and saves them

to the new format

Local documents Option 1: Upload local documents to the repository and run Import

Wizard

Option 2: Open and save local documents with Desktop Intelligence -

Saving a doc with Desktop Intelligence automatically migrates it

Migration Resources


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Migration Resources

BusinessObjects XI Migration whitepaper available

under NDA from your account managerComplete set of on line and classroom training for XI http://www.businessobjects.com/services/training/elm/default.asp

Security and Administration Courses are highly recommended

New features course excellent for current users

Professional services offerings Vision Workshop

Migration services

Education An instructor-led 2 day classroom course 8 instructor led workshops of 1-2 hours in duration

6 migration eLearning offerings

Knowledge AcceleratorNDA Required

Customer Experience
http://www.businessobjects.com/services/training/elm/default.asphttp://www.businessobjects.com/services/training/elm/default.asp


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Customer Experience

Customer details

V6.5.1 on Sun Solaris with 130 WebI reports and 41 universes

Crystal Enterprise 10 on Windows with 10 Crystal Reports

500+ users

Results

Complete upgrade took less than 1 hour

Up and running on XI right after the import

Experimenting with extending their reporting and analysis

Future

Adding Performance Management

Agenda


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Agenda





Conclusion

Conclusion


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Conclusion

BusinessObjects XI

Integrated and innovative to meet all BI needs Find out about it now and get started today

BusinessObjects XI R2 Accelerating adoption of the complete BI platform

Adds the BusinessObjects full client

Greatly enhanced Web Intelligence

Innovations and improvements throughout

Clear focus on migration / upgrade support Protect your current investments

Automated format update utilities and services offerings Full migration support for BusinessObjects 5.1.4 customers

Services and training offerings

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