Best Practices and Methodologies for Upgrading SAP BusinessObjects Enterprise to SAP BusinessObjects BI 4.

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Disclaimer
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© 2011 SAP AG. All rights reserved.

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Agenda

Upgrade Overview and Concepts Upgrade Best Practices Technical Implementation

Appendix

© 2011 SAP AG. All rights reserved.

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Upgrade Overview and Concepts

5 . All rights reserved.Why Upgrading? • Better integration with SAP BW • New dimensional semantic layer • Multi-source universes Data access Usability / Productivity • Harmonized user experience across the suite • Interoperability • Advanced analytical insight • Brand new search capability Cost of Ownership • Integrated platform monitoring • Advanced auditing capabilities • Supportability and root-cause analysis • 64 bits server architecture © 2011 SAP AG.

Planning your Upgrade Typical Upgrade Timeline Milestone 1 M2 M3 Considerations before M4 upgrading  Assessment – magnitude of project  Time and Deadlines  Resources (IT/HW) Planning Design Down time  Training Implementation Cutover  Backup Go Live © 2011 SAP AG. All rights reserved. 6 .

. All rights reserved.System Considerations Platforms Platforms supported with BI 4 change Review each component of the landscape to define the appropriate strategy Architecture changes .Checklist .servers are now 64 bits only Version upgrade path Newer systems have a direct upgrade path Older systems may require extra steps Recommendations are provided in this presentation Product Changes Some features may be staged to a later BI 4 release Some products are deprecated or replaced Understand the upgrade path for each product you are using Capture all parameters and customization to understand what it means to the new system 7 Parameters and customization Not automatically upgraded © 2011 SAP AG.

Content Considerations Security upgrade Should you carry over the existing users and associated security ? Should you take the opportunity to do some redesign ? Review your options and needs. Details in this deck. Content inventory and cleanup Should you upgrade the all content or take the opportunity for some cleanup? Recommendation to at least do some cleanup before upgrading Full system vs Staged upgrade Upgrade the entire system Or upgrade one department / group at a time Review the pros and cons depending on your own constraints Acceptance / Validation Should you test the upgrade process? Obviously yes! Test your upgrade on a sandbox 8 © 2011 SAP AG. All rights reserved. .Checklist .

Upgrade Best Practices .

x BI 4.x BOE XI R2 Direct Upgrade using “Upgrade Manager Tool” BOE XI BOE XI 3.0 CE8 / CE9 / CE10 BO 5 / BO6 BOE stands for BusinessObjects Enterprise. BI stands for Business Intelligence CE for Crystal Enterprise. All rights reserved. © 2011 SAP AG.Versions Upgrade Path No direct Upgrade Go first to XI R2 or XI 3. 10 .

BI Platform Components XI R2 / XI 3. All rights reserved.0 © 2011 SAP AG. 11 . Personal and My InfoView Dashboards become BI Workspaces but some analytics must be recreated in Xcelsius Encyclopedia / Discussion Performance manager Search End of Life End of Life  No upgrade  No upgrade New search technology  The search index will be re-built in BI 4.1 Binaries Audit BI 4.Product Changes . Need to plan for a workaround InfoView Dashboard Builder BI Launch Pad BI Workspace  New interface  Report pinning  Corporate.0 New binaries New audit schema Upgrade Considerations  The full landscape has to be re-installed  Historical audit data is not kept.

All rights reserved. 12 .BI Clients XI R2 / XI 3. edition for OLAP Web Intelligence Web Intelligence Web Intelligence SDK No Web Intelligence SDK support  Wait until full support and availability of Interactive Analysis (REBEAN) SDK in a later release © 2011 SAP AG. the others require manual changes  Fully upgraded Explorer No UNV support Voyager Analysis. the ones based on UNV and bookmarks are not !  Some of workspaces will be upgrade to Advanced Analysis.0 CR 2011 and CR Enterprise End Of Life Dashboards Upgrade Considerations  All reports are by default upgraded to CR 2011  Possible manual upgrade to CR Enterprise  Report Conversion Tool converts into Web Intelligence format prior or after the upgrade  Flash files will continue to work  Conversion to new format is optional  Conversion adds new features (globalization.1 Crystal Reports Desktop Intelligence Xcelsius 2008 BI 4.Product Changes . UNX queries…)  Information Spaces based on Excel are upgraded.

1 Universe Designer UNV format n/a BI 4. 13 .Product Changes .0 No change Information Designer – UNX format Upgrade Considerations  None.Semantic Layer XIR2 / XI 3. All rights reserved. universes and designer as in XI 3.BI Clients .x  Relational UNV can be converted to UNX  OLAP UNV have to be re-created in UNX (future version will support conversion) © 2011 SAP AG.

0 Integrated in BI 4. More details in this presentation WDeploy Import Wizard © 2011 SAP AG.1 with the support of the Online to Online mode  Parity of features with XI 3. 14 .0 No Change Integrated in BI 4.0 client tools Integrated in BI 4. All rights reserved.1 LCM (XI 3.0 Upgrade Manager Upgrade Considerations  No separate installation required  Same feature than XI 3.Product Changes .1 only) Report Conversion Translation Manager BI 4.Tools XI R2 / XI 3.1 is maintained  All translations previously done will be retained  WDeploy GUI available   New tool.

Siebel.0 No change Integrated in BI 4. Oracle BI 4.1 and BI 4.0 may coexist (2 client versions on the device)  Parameters to be re-set or copied Data Federator Live Office Mobile Query as a Web Service (QaaWS) No change  QaaWS will continue to work  Upgrade Manager will detect dependencies to universes (UNV)  Dashboards on QaaWS will continue to work © 2011 SAP AG. PeopleSoft. JDEdwards. All rights reserved.0  Existing documents will continue to work  Need to update client machines  Local content moved with upgrade manager  3.Other Components XI R2 / XI 3.0  No upgrade : wait for availability in a later release  Existing DF 3.0 Integrated in BI 4.1 Integration Kits for SAP.Product Changes .x deployments remain compatible with BI 4. 15 .0 Upgrade Considerations  No separate installation required Integration Kit for SharePoint Not available Partially integrated in BI 4.

etc)  Simplify your security model by :  creating Custom Access Level  using selective enforcement of rights (Objects or Sub Object) © 2011 SAP AG. All rights reserved.0 Continuity + new features have been added since XI R2 In BI 4.0 you have to : Specify the new “owner right” for existing products  Specify rights with new products (IDT. IDT.0 you have to : Set up rights at the root folder Specify the new “owner right” for existing products  Specify rights with new products (WRC. LCM. 16 XI 3.x  BI 4.Security Upgrade XI R2  BI 4. etc ) .0 Security model is the same as the one of XI 3 In BI 4. LCM.

All rights reserved. 17 .Content Inventory and Cleanup Project & Risk control Upgrading content that is not needed increases risks and time to upgrade Governance Limiting the proliferation of universes and reports allows the business to be more efficient Repository Diagnostic Tool Instance Manager / CMC ■ Fix or delete scheduled jobs that are paused or failed ■ Detect and delete un-used reports after checking with users Auditing Upgrade Management Tool ■ Remove older report instances or un-used instances ■ Fix repository inconsistencies © 2011 SAP AG.

All rights reserved. 18 .Special content type • Upgraded with the user • Possible to opt-out Inboxes Personal Documents Reports Instances • Come with the report • Option in Upgrade Management Tool not to import them Scheduler Jobs • Automatically carried over with the scheduled report © 2011 SAP AG.

Full System vs Staged Upgrade Full / One Shot Upgrade   Stage / Incremental Upgrade per department  Upgrade all content at once Only 1 system to maintain Upgrade content in stages    2 systems to maintain Requires lockdown of department folder  Requires lockdown of the entire system    Issues affect the entire system Long downtime Simpler (less options) Issues affect only the department upgraded  Short downtime © 2011 SAP AG. All rights reserved. 19 .

All rights reserved. .Full System vs Staged Upgrade Small and simple deployment Full / One shot upgrade Larger shared services deployments Do you have a pre-prod to validate the upgrade ? Ye s Can you afford a longer downtime ? Yes Full / One shot upgrade Perform upgrade tests to evaluate the expected downtime 20 No Staged / Incremental upgrade recommended No © 2011 SAP AG.

Full System Upgrade Considerations No lockdown or read only options available in BOE To lockdown a BOE system: 1. Shutdown your application server 2. Disable and stop all “BusinessObjects servers” except the “CMS. Block all access to the CMS port except between your source and destination © 2011 SAP AG. Input and output” 3. All rights reserved. 21 .

22 . modify folder rights:  XI R2: explicitly deny view objects rights  XI 3: create a custom access level and explicitly deny view objects rights © 2011 SAP AG. All rights reserved.Staged Upgrade Considerations To lockdown a department folder.

All rights reserved. reports…)  Products features and functions  Security model ■ critical folder & groups ■ top 10 most used  BI Content ■ 50 documents most frequently used ■ 50 documents with longest refresh time ■ 5 most critical documents for power users and VIPs (Inboxes / Personals / Public Folders) ■ 10 universes most frequently used © 2011 SAP AG. universes.Acceptance / Validation In Place Acceptance process right after the actual upgrade to the TEST system On a Sandbox As part of the planning and discover process  Products features and functions  Compatibility with existing systems  Estimate time to upgrade  Success of the content upgrade (users. 23 . security.

Technical Implementation .

25 .Solution Architecture The general BI 4. All rights reserved.0 architecture hasn’t changed compare to XI R2 and XI 3 5 main components  Web Application Server  Back-end Servers  1 Central Management System (CMS) database (infoobjects)  1 File Repository (physical reports repository)  1 Audit Database © 2011 SAP AG.

26 .Overview Main steps  Setup the new landscape with the new software version  Move the BI content from the existing system to the new one © 2011 SAP AG.Architecture Upgrade . All rights reserved.

All rights reserved. 27 .Implementation Previous (Xir2 or Xi3. use different servers to install and run both systems in parallel  On UNIX.1) system Existing BOE XI R2 or XI 3 environment Existing BOE XI R2 or XI 3 environment Existing BOE XI R2 or XI 3 environment 1 Upgrade the BOE New BOE BI 4.0 system Installation and configuration of third parties and customization Time  On Windows.Architecture Upgrade .0 environment BI 4. use different servers or different user accounts on the same server © 2011 SAP AG.0 environment 3 2 content (live to live) New BOE BI 4.

All rights reserved.x) Development LCM or IW Previous (XI R2 / XI 3.x) Qualification Previous (XI R2 / XI 3.0 Qualification  Current limitation of LCM in BI 4.0 Development © 2011 SAP AG.x) Production to BI 4.0 Qualification * In BI 4.0 Production 28 .0 (to be addressed in a future minor release) may lead to: previous version (XI R2 / XI 3.Upgrade Considerations (DEV/ QUAL / PROD)  Best practice: upgrade from previous version (XI R2 / XI 3.0.0 Production LCM or IW Previous (XI R2 / XI 3. LCM does not move document instances.x) Production to BI 4. LCM * BI 4.x) Production * Upgrade Manager BI 4. user inboxes and personals documents LCM BI 4.

© 2011 SAP AG.The right tool for the job in BI 4.g. Improvement over previous releases: Now a unique and scalable tool dedicated to upgrade Promotion LCM Promotion: “Transport content from like system to like system” Systems are the same major version E. Dev to Test to Production Content is primarily document templates and metadata and schedules.0 Upgrade Upgrade Manager Upgrade: “Transport and transform content from previous version to newer version” Content includes all objects. All rights reserved. Not document instances. 29 .

30 . All rights reserved.Upgrade Manager Live-to-Live Scenario  Optimized for a large amount of objects. No intermediate step or storage Systems running in parallel and connected  2 ways (Incremental or Complete)  Required to have source and destination systems up and running Administrator running Upgrade Manager  Ports must be opened between source and destination © 2011 SAP AG.

1Gb max recommended) Administrator running Upgrade Manager BIAR file Previous version XI R2 or XI 3 © 2011 SAP AG. All rights reserved. 31 .Upgrade Manager BIAR-to-Live Scenario  Needs to be used when the previous and new systems cannot be connected  Allows to keep a snapshot of the content and possibly re-start the process from it  Use small BIAR (10.000 objects.

Basic Upgrade Workflow Demo . upgrade your entire repository in 4 steps 1 2 34  Available in Windows GUI and Unix command line Get Upgrade Choose the summary Choose the is going to of what scenario & enter End Complete Upgrade be upgraded credentials © 2011 SAP AG. All rights reserved.Full System  Replaces Database Migration in Central Configuration Manager  Easy. 32 .

Staged To perform an Incremental Upgrade: 1 2 3 4 5 Choose Upgrade Choose objects Choose the Choose objects to to scenario & exclude & options enter End Incremental copy & options Upgrade credentials © 2011 SAP AG. 33 .Basic Upgrade Workflow Demo . All rights reserved.

Take Away Plan the upgrade Upgrading is a demanding project. All rights reserved. milestones. 34 . Need plan. backup and test strategies… Platforms / Product changes Platforms supported with BI 4.0 may be different from your existing system Some features may be staged to a later BI 4 release / some products are deprecated or replaced Content inventory and cleanup Should you upgrade the all content or take the opportunity for some cleanup? Upgrading content that is not needed just increases risks and time to upgrade Full system versus Staged upgrade Shutdown the production system and upgrade it all or upgrade one application / group at a time Validate the upgrade Identify what needs to tested and execute a relevant testing campaign © 2011 SAP AG.

Appendix .

0  No upgrade.1 Security and Authentication settings (AD / LDAP / SSL / SAP) Reporting databases connectivity BOE Server configuration settings Web Application configuration settings BI 4. BOE specific settings moved from Web.0  Need to validate your custom code will still work in BI 4. © 2011 SAP AG. 36 .Parameters and Customization XI R2 / XI 3. logo.  No upgrade InfoView Customization (picture.0 Upgrade Considerations  No upgrade To be set up in BI 4. …) Custom Java code using the BOE SDK and Report Engine SDK To be set up in BI 4. Some of the Java functions can be deprecated.0.0 To be set up in BI 4.0  No upgrade To be set up in BI 4.xml file to properties file.0  No upgrade To be set up in BI 4.Product Changes . All rights reserved.

JVM…» Go to : BusinessObjects Product Availability Report (PAR)  http://service.com/support -> Help & Support -> SAP BusinessObjects Support -> Supported platform documents © 2011 SAP AG.sap. Authentication model .No Longer Supported (PAR) Checked if your version are still supported?      OS Application Server CMS repository database Reporting Databases connectivity Third parties as / infrastructure like « reverse proxy. All rights reserved. 37 .

x audit schema :       Keep existing XI 3.Auditing Overview  Keep your XI 3. Audit solutions that use the XI 3.x audit application (universe + reports) into the new system Start BI 4. 38 .1 audit data and do reporting from BI 4.x universes and reports. All rights reserved.0 on it.x audit database for historical data Move the XI 3. And upgrade XI 3.0 audit database Install the BI 4.x and BI 4.0 with a fresh BI 4.0 sample audit universe and reports (found on the web site) Customize the samples or re-develop reports to match XI 3.0 needs If continuity is needed: Create a multi-source universe and appropriate reports to get audit continuity before and after the upgrade © 2011 SAP AG.

39 .Desktop Intelligence Overview  Desktop Intelligence documents will no longer be available in BI 4.0     Query on Query Fold/Unfold Show/Hide Fit to page © 2011 SAP AG. How to convert Desktop Intelligence Document :  Desktop Intelligence to Web Intelligence (convert with RCT) New XIR2 & XI 3 Desktop Intelligence Features converted with RCT 4. All rights reserved.0 CMS.

CUID stay the same 40 . All rights reserved.1 RCT to convert Deski to Webi report on the same stack CMS XI 3. CMS BI 4.0 CMS.  The only way for a user to bring Desktop Intelligence content is: Use XI 3.x Webi report Use BI 4.0 RCT to convert Deski to Webi report & to publish it into BI 4.x Deski report CMS XI 3.0 Webi report  Link to UNV is preserved  © 2011 SAP AG.0 Upgrade Manager to promote content Use BI 4.Desktop Intelligence & Report Conversion Tool  Desktop Intelligence documents will no longer be available in BI 4.0 system.

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