BusinessObjects XI R2 upgrade University of Michigan Administrative Information Services...

BusinessObjects XI R2 upgrade

University of

Michigan Administrative Information Services

BusinessObjects XI R2 Upgrade

Jeanne MackeyMAIS Data Delivery

April - May, 2007

April-May 2007 2BusinessObjects XI R2 upgrade

Agenda

• Introduction

• Relevant dates

• Licenses

• Benefits of XI R2

• Training and support resources

• Conversion of version 5 reports


Agenda (continued)

• Getting started

• Demonstration of BusinessObjects XI R2

• Q & A


Relevant Dates

• April 30: XI R2 go-live

• Now: Submit user reports to MAIS for conversion to XI R2

• September 17: Version 5 (current version) will no longer be available


• BusinessObjects InfoView: The Web-based interface for running reports. Best choice if you only run and print reports and export to Excel.

• BusinessObjects Web Intelligence (WebI): The Web-based product for creating, editing, formatting, and drilling into reports.

Two Types of Licenses


• How do I know which license I have? E-mail notification from MAIS Access

Services (4/27/07). Select New from the InfoView Home page. If

you see Web Intelligence Document as an option, you have a WebI license. If not, InfoView.

Two Types of Licenses


BusinessObjects Version XI Release 2:

• Web-based—no more Citrix

• You can access your reports from home—or anywhere via Internet

• Will log in via Wolverine Access using Cosign and MToken

• Mac support (Safari)

Benefits of XI R2


Benefits of XI R2

• If you only run reports, can get InfoView license with minimal or no training

• Reports categorized by both data area and business process

• Improved export to Excel or text file—retains formatting, exports data from all report tabs at once


Training and Support Resources

• MAIS LINC: BusinessObjects XI R2 InfoView and

WebI Resources (Web page—search on “XI R2 resources”)

eLearning courses:DDE001: InfoView - Running

Predefined ReportsDDE002: WebI - Modifying

Predefined Reports


• Instructor-led course: DD001: BusinessObjects WebI Ad Hoc

Reports (prerequisites are DDE001 and DDE002)

• MAIS Help Desk, Ph. (734) 936-7000 [email protected]

Training and Support Resources


Report Conversion

• Must convert reports to run them in WebI• MAIS will convert all repository reports

and submitted user reports

• Submit your user reports now• The sooner you submit reports, the

sooner they will be returned to you. • The conversion process may take several

weeks due to high volume of reports (>10,000)


Report Conversion

• Sending your version 5 reports to MAIS for conversion: New process—resubmit reports that

you sent last summer Send only appropriate (purged) reports

(refer to MAIS step-by-step procedure on submitting reports: www.mais.umich.edu/upgrades/download/boxi_submitrpts_ss.doc)


Report Conversion

Sending a report for conversion: • Log in to U-M institutional file system (

www.mfile.umich.edu)

• Change to the following directory: /afs/umich.edu/group/presoff/mais/BusObjsUpgrade/ReportsToConvert/

• Create a folder with your uniqname

• Upload your version 5 reports

DEMO


Report Conversion

• If you submit a report for conversion: MAIS will convert it, check for and fix common errors You will be notified via e-mail when it is available in

XI R2 (sometime after 4/30) You run and validate the report (compare with v.5) If any problems with converted report, you can:

Use MAIS tip sheet or Call the MAIS Help Desk

• See MAIS web site: www.mais.umich.edu/upgrades/boxi_rptconv.html


Workstations

BusinessObjects-supported Browsers:

• PC: Internet Explorer 6 and 7

• Macintosh: Safari 1.3.x


• In order for InfoView and WebI to run properly, your system administrator or you will need to change certain workstation settings.

• See MAIS Web site for details:www.mais.umich.edu/upgrades/boxi_workstationreqs.html

Workstation Requirements


Getting Started

• Log in through Wolverine Access:University Business > Reporting > U-M Data

Warehouse (BusinessObjects)

• Log in with Uniqname Kerberos password MToken tokencode


Getting Started

• When you log-in for the first time: Oracle password change screen Enter your current BusinessObjects

password (not Citrix) For everyone but DRDA PRISM users,

accept the default database Type and confirm new password Remember new password: you will need it

for version 5



Certificates

• Accept this certificate (Always) if it appears:


Demo of XI R2

• Recommended preferences

• Different views InfoView only Java Report Panel Interactive Mode Folders and Categories

• Reports are stored within XI R2--no longer on your workstation or network drive

• Four important folders


Four important folders

• Personal (Favorites and Inbox)

• Public UM-Maintained Unit-Maintained User-Shared


Public Folders

• UM-Maintained Formerly known as corporate documents or

repository reports

• Unit-Maintained Reports written and maintained by a unit and

made available to unit staff – will be implemented after go-live

• User-Shared “Free-for-all” area available to all users


Public Folders

• User-Shared Reports written by WebI users. Anyone can save a report here that they

want to share with others. Purge data from report before saving. This folder is emptied at the end of each

month! Keep a copy in your Favorites of any report you save here.


Storing and Sharing Reports

• Storing reports (no longer on your hard drive) Set up folders in your Favorites

• Sharing reports with others Send to BusinessObjects Inbox or Save report (purged of data) in User-Shared

folder


Questions?

Answers will be posted at www.mais.umich.edu/upgrades/boxi_faq.html


for your time!

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