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BusinessObjects XI R2 Upgrade
University of
Michigan Administrative Information Services
Update:
BusinessObjects XI R2 Upgrade
Laura Bollettino
February 21, 2007
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Background
May 2006: most recent UL meetingpresentation about the upgrade
June 2006: we delayed go-live due to
critical issues Since then: we worked with the vendor to
resolve critical issues
Now: were moving forward
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Why Upgrade?
Our current version (version 5) is nolonger supported
Users have asked MAIS to provide Data
Warehouse reporting over the Web
Note: This upgrade affects only
BusinessObjects usersuse of the DataWarehouse through any other tool is
unaffected.
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BusinessObjects Version XI Release 2(XI R2), which includes:
BusinessObjects InfoView: The Web-
based interface for running reports BusinessObjects Web Intelligence(WebI):
The Web-based product for creating, editing,
formatting, and drilling into reports
New Version
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BusinessObjects moves to the Web No more Citrix
Log in with Kerberos passwordno Citrix passwordor BusinessObjects password
Available through Wolverine Access Can use XI R2 from anywhere, e.g., when traveling
User reports are stored within XI R2, rather than onworkstationcan run them even when not using
your workstation Users share reports through XI R2no need to
download them from Web page, network drive, e-mail, etc.
Whats New in XI R2?
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Exporting to Excel exports data from allreport tabs at once
Mac support using Safari
Two types of licenses to meet user needs
Some users only run reports (InfoView only)
Some users create, edit, format, and drill into
reports (WebI) See handout InfoView and Web Intelligence
Whats New in XI R2? (contd)
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InfoView Abilities
Run (including respond to prompts) Print
Save
Export data to Excel, PDF file, or .csv (text) file
Note:InfoView users cant modify reports orqueries at all (e.g., they cant add a sort). Butthey can export data to Excel and add a sort inthat program.
Training Not required for current users
Not required for new InfoView users (in near future)
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WebI Abilities
Run Print
Save
Export data to Excel, PDF file, or .csv (text) file
Create ad hoc reports Modify queries (e.g., add an object to results,
add a condition or prompt)
Modify reports (e.g., modify formatting, create a
crosstab or chart, create formulas andvariables)
Drill
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Timeframe
User testing February 19March 2
Go/delay decisions on March 8 and March
29
Go-live date to be set and communicated
after March 8 go/delay decision
tentatively April 2007
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Parallel availability: V5 & XI R2
After XI R2 goes live Version 5 and XI R2 will be available in parallel for
some time to provide flexibility
Version 5 will be available to current users only
Universe enhancements, new & modified
repository reports will be made in XI R2 only
Length of parallel availability period TBD based on
go-live date and U-M business cycles
Enables users to complete reporting related to U-M
business cycles
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Impact on Users
Interface changes InfoView & WebI have different look & feel than current version Wont run BusinessObjects under Citrix
Will log in using Cosign and MToken (90% of BusinessObjectsusers already have MTokens)
Functionality changes No ability to import data from Excel; however, can export to
Excel
No user objects; however, can create variables instead
In XI R2, repository reports will be categorized by businessprocess in addition to data area (universe)
Licensing change Two types of licenses (InfoView vs. WebI)
Report change Must convert version 5 reports to XI R2
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Converting Reports
Repository reports MAIS will convert & make available at go-live
User reports
Process for submitting reports will be somewhat different thanwhat we announced in June 2006 based on our experience
with repository report conversion Details on the process will be announced
Users will send reports to MAIS for conversion after go-live
Prepare now:
Delete reports you no longer need
Think about which reports you need to use after the go-live
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Support for Users
E-mail communications to users Upgrades section of the MAIS Web site
Interchanges
Interchanges with demonstration of InfoView & WebI for allBusinessObjects users
Just before and after the go-live
Training
No required training for current BusinessObjects users
Optional eLearning courses on InfoView and WebI basics,
optional classroom training on intermediate WebI features Documentation and delta materials
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Unit Readiness Action Items
Unit Liaisons Help us determine the right license for each user
Help your users understand impact of the upgrade
Encourage users to attend Interchanges
Watch for communications and visit the Upgradessection of the MAIS Web site
Users Plan to attend Interchanges
Watch for communications and visit the Upgradessection of the MAIS Web site
Delete reports you no longer need
Think about which reports you need to use after thego-live