SAP #BOBJ #BI 4.1 Upgrade Webcast Series 2: Best Practices

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http://spr.ly/BI41_Migration_Webinars - Learn about the overall upgrade process and how to plan for your upgrade to SAP BusinessObjects BI 4.1. Find out about best practices for upgrading from earlier BOE XI releases to BI 4.1 and how to avoid potential pitfalls.

• Understand strategies, approaches and process steps for moving over to BI4.1
• Learn where to invest time and effort on the critical pieces in the landscape
• Find out the best practices for avoiding potential pitfalls

For more on upgrading to SAP BusinessObjects BI 4.1, visit http://www.sapbusinessobjectsbi.com

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SAP #BOBJ #BI 4.1 Upgrade Webcast Series 2: Best Practices

  1. 1. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 1Customer SAP BusinessObjects BI 4.1 Upgrade Webinar Series BI 4.1 Upgrade and Update – Best Practices Presenter: Sathish Rajagopal SAP BI Solution Management Brought to you by the Customer Experience Group
  2. 2. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 2Customer SAP BusinessObjects BI Platform 4.1 Upgrade Enablement We bring to you all that you need to successfully upgrade to the SAP BusinessObjects BI Platform 4.1. On SCN, you can find a BI 4.1 Upgrade Overview and other resources at: http://scn.sap.com/docs/DOC-56525 Webinars will complement these published resources: http://scn.sap.com/docs/DOC-56308
  3. 3. Sathish Rajagopal Director, Solution Management - BI Solutions GTM SAP Labs. USA. Upgrading to SAP BusinessObjects BI 4.1 July 30 2014
  4. 4. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 4Customer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP´s willful misconduct or gross negligence. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. Legal disclaimer
  5. 5. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 5Customer What to expect from this session? Why to Upgrade  Evolution of BI – Requirements & Technology  Value proposition – top reasons to upgrade Getting ready for your migration - upgrade  Planning  Pre-upgrade technical considerations Migration - Upgrade challenges & Lessons Learned  Common Challenges  Lessons Learned  Customer success stories
  6. 6. Evolution of BI • The Requirements • The Technology
  7. 7. 7© 2014 SAP AG or an SAP affiliate company. All rights reserved. The Forrester Wave™: Self-Service Business Intelligence Platforms, Q2 2012 Market conditions and customer expectations are changing rapidly Volatility Globalization Cost conscious New generation
  8. 8. The reality of the Internet of Everything 1 billion Facebook users 4 billion YouTube views per day Data doubles every 18 months 15 billion web-enabled devices 5 billion in emerging middle class
  9. 9. 9© 2014 SAP AG or an SAP affiliate company. All rights reserved. Nucleus Research, Gartner, Forbes, Fortune Magazine, Forrester The Forrester Wave™: Self-Service Business Intelligence Platforms, Q2 2012 Key Trends shaping the future of BI 33% 80% of BI consumed on handhelds in 2013 of information needs handled by end users $1 $10.66 Spent on BI Return >10x ROI
  10. 10. 10% 75% Use Analytics Today Need Analytics by 2020 Nucleus Research, Gartner, Fortune Magazine Unlocking the value of Big Data Ability to manage and consume all data is getting harder Not utilizing all the information out there Not leveraging the power of collective insight Missing new insights IT is not agile enough and the business wants to get involved =
  11. 11. Analytics solutions from SAP Agile Visualization Advanced Analytics Big Data Mobile Collaboration Cloud Enterprise Business Intelligence
  12. 12. Value Drivers of SAP BusinessObjects BI4.1 Native SAP HANA support Designed to support future innovations Mobile Upgrade Ready Reduced TCO DeskI Compatibility Native SAP BW support Focus on Quality
  13. 13. Getting ready to upgrade • Planning – how to best plan my migration
  14. 14. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 14Customer BI 4.1 is more than a technical upgrade… BI 4.1 is 64 bits • The XI platform was designed to squeeze the suite within a 32 bits architecture • BI 4.1 is designed to take full advantage of modern hardware and memory by 64 bits technology BI 4.1 is architecturally different from the XI platform • The XI platform was a collection of applications all using their own connectivity stack • BI 4.1 shares a new common Semantic Layer and Dedicated Services for data connectivity
  15. 15. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 15Customer BI 4.1 is more than a technical upgrade…contd. BI 4.1 has a larger footprint due to new services and applications • BI 4.1 is designed for the modern infrastructure – do not expect to run this on the same hardware • BI 4.1 is designed as a first-class and highly integrated solution to SAP clients • BI 4.1 has new components out-of-the-box – Analysis, Monitoring, Native BICS connectivity, Multi Source Universe, Exploration Views, Mobility, HTML5 Dashboards, etc.
  16. 16. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 16Customer General upgrade path & process BI 4.1 BOE XI 3.x BOE XI R2 SP2+ BOE XI CE8, CE9, CE10 E5, E6 Main Steps:  Setup the new landscape with the new software version  Move the BI content from the existing system to the new one BI 4.0
  17. 17. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 17Customer Define a manageable scope Technical or functional? Check your upgrade path Identify a target Stay focused Technical Upgrade existing applications as-is to the new platform Functional Design a new BI application with BI 4.0 Technical Identify one good BI application candidate for upgrade Functional Identify a new business need to be served Technical Check if all elements of the BI application can be upgraded Functional N/a due to design phase Upgrade less critical apps first to get familiar with the process Never try to both upgrade and introduce new functionalities in the same project Iterate on smaller scopes
  18. 18. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 18Customer Update your skills Administration  Architecture design  Sizing  Upgrade process  LCM process  Portal and customization BI Applications  Choice of client tool  Data Federation  Access to SAP NetWeaver BW  OpenDocument and drill-through  Portal and workspaces Operations  Setup and configuration  Tuning  Backup and restore  Traces and diagnosis  Audit and monitoring  Updates and patching BI 4.1 is better, BI 4.1 is different XI R2, XI 3.x best practices may not apply
  19. 19. Getting ready to upgrade • Technical considerations before executing your upgrade
  20. 20. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 20Customer Be aligned with SAP’s product roadmap & strategy - Support maintenance streams End of mainstream maintenance dates for: • SAP BusinessObjects Enterprise 5.x/6.x & CE9.x/10.x = 2009 or before • SAP BusinessObjects XI R2 = June 2010 • SAP BusinessObjects XI 3.0 = March 2013 • SAP BusinessObjects XI 3.1 (SP7) = December 2015 End of support • SAP BusinessObjects XI 3.0 = March 2015 • SAP BusinessObjects XI 3.1 (SP7) = December 2017 SAP’s public roadmaps on SAP Service Marketplace: www.service.sap.com/roadmap SAP’s release strategy for large enterprises: www.service.sap.com/releasestrategy SAP’s maintenance schedule : https://websmp210.sap-ag.de/bosap-maintenance-schedule
  21. 21. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 21Customer • What’s an “SAPS”? • Hardware-independent performance unit to measure 200 business order items per hour • Estimator, not analyzer • Starting point only • Outputs are not numbers you can blindly deploy with • Not a replacement for expert advice! • Tool limitations • Test results were not linear, so such a model is only valid with specific ranges • Does not take into account fault-tolerance, clustering, scale out, or topology Importance of Sizing Sizing portal : www.sap.com/bisizing Apache split for BI 4.1: https://scn.sap.com/docs/DOC-51552
  22. 22. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 22Customer New in BI 4.1 – Role of Adaptive Processing Server (APS) The APS hosts a number of services simultaneously  Out-of-the-box installation will run all services in a single APS  Enable an up-and-running system  Needs to be reconfigured for systems beyond DEV Production systems and the APS configuration  Enable increased performance by splitting APS to dedicated tasks  Enable stability by assigning appropriate amount of RAM for the task  Make sure to follow best practices APS best practices document - https://scn.sap.com/docs/DOC-31711
  23. 23. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 23Customer What about my Deski documents – Desktop Intelligence end-of-life announcement* Desktop Intelligence XI 3.1 is the last commercial version  SAP BusinessObjects Business Intelligence 4.1 does not include Desktop Intelligence Desktop Intelligence will continue to be supported on XI 3.x  Mainstream maintenance: Until 2015  Priority-One support: Until 2017 DCP (Desktop Compatibility Pack)  Within BI 4.1, SAP provides the ability to “upgrade” your DeskI document into the BI 4.1 CMS  This will not replace the need to convert DeskI into WebI, but will enable you to shorten the upgrade into BI 4.1 and postpone the conversion for a later timeframe The official end-of-life statement is available on SAP Service Market Place: https://websmp201.sap-ag.de/bosap-lifecycle
  24. 24. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 24Customer Desktop Intelligence compatibility pack • Desktop Intelligence Compatibility Pack (DCP) • Will be delivered in FP 6.1 • The DeskI Client can now connect to an SAP BusinessObjects Business Intelligence 4.1 CMS • Introduce a Light Schedule functionality using the Windows scheduling functionality • DeskI documents will be listed only in the Central Management Console (CMC) for administrative purposes only • Minimum deprecation of DeskI Client functionality • Only client-side consumption of .rep content BI 4.1 Fix Pack 6.1 (with DCP) DeskI XI 3.1 SP6
  25. 25. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 25Customer Security upgrade (continuity in the security model since XI R2) XI R2  BI 4.1 Continuity + new features have been added since XI R2 XI 3.x  BI 4.1 Security model is the same as the one of XI 3.x  Set up rights at the root folder  Specify the new “owner right” for existing products  Specify rights with new products (WRC, IDT, LCM, etc.)  Simplify your security model by:  Creating Custom Access Level  Using selective enforcement of rights (Objects or Sub Object)  Specify the new “owner right” for existing products  Specify rights with new products (IDT, LCM, etc.)  Simplify your security model with CMC tab- level security for delegated administration In BI 4.1, you have to: In BI 4.1, you have to:
  26. 26. Migration – Upgrade Challenges & Lessons Learned • The common challenges
  27. 27. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 27Customer Common challenges – concerns - questions All these new features sounds nice, but I have challenges to upgrade my current BusinessObjects XI platform into BI 4.1 - WHY?  I do not need new features, but am I running out of support?  I have loads of Desktop Intelligence documents  I have a lot of reports using the MDX connection to BW  I cannot find the Import Wizard to enable my upgrade  My XI R2/XI 3x LCMBIAR file fails to be imported in BI 4.x  I do not want to convert my Crystal Reports 2008 into Crystal for Enterprise
  28. 28. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 28Customer Common challenges – contd.  I have heard the new release is unstable, has product quality issues, not performing  We don’t want to pay additional software license & maintenance fee  Upgrade is very time consuming and expensive
  29. 29. Migration – Upgrade Challenges & Lessons Learned • Lessons Learned & Customer Success Stories
  30. 30. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 30Customer Lessons Learned & Customer Success Stories - #1 Customer: Large CPG Customer in NA Background: • Leverages SAP BusinessObjects BI in all areas of the business • The data source is SAP BW • Upgrade driven by the customer BI Center of Excellence • Top 10 IT innovator per InformationWeek • Information Technology seen as a competitive advantage • Always looking at new solutions to gain an edge on the business • Wanted to benefit from BI4 innovations ASAP
  31. 31. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 31Customer Lessons Learned & Customer Success Stories - #1 Key drivers for upgrade - Business Drivers:  Enhanced mobility : Marketing needed reports on iPad  Enhanced Explorer experience with Exploration Views  Improved overall performance: run-time reduced by half on basing our Webi reports of BICS Technical Drivers:  Streamlined authoring. Direct BICS access from all clients  Auditing and usage. 3.1 had no option, to analyze usage of Dashboards/Webi  Built-in Monitoring
  32. 32. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 32Customer Lessons Learned & Customer Success Stories - #1 Upgrade strategy used: • Upgrade applications / projects from existing source system (BOE XI 3.1) to the target system (SAP BI 4.x) • Start new projects with new features / functionalities in the new environment (SAP BI 4.x) Pros & Cons:  Great risk management  Virtually no down time  Two environments to manage  Users may have to connect to two different systems Lessons Learned: • Iterate on small cycles - decoupling the technical upgrade from the new features was a good choice • Installation and configuration changes / enhancements compared to BOE XI 3.x • Need to have better patching strategy • Working around product issues and be proactively aware of the product changes • Weekly project meeting with SAP was helpful
  33. 33. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 33Customer Lessons Learned & Customer Success Stories - #2 Customer: International Pharma in EMEA Background: • Customer deployed BOE XI 3.1 in 2010 • Upgraded 120+ projects using the shared environment (now over 200 using the new version) • 66,000+ users, 2,500+ universes, tens of thousands of reports • Started to evaluate BI 4 in Oct 2011 • Started testing upgrades from Sep 2012 • Incremental upgrades began in 2013 – three planned increments (Jan, Mar and Apr) • Upgraded from XI 3.1 to BI 4.0
  34. 34. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 34Customer Lessons Learned & Customer Success Stories - #2 Upgrade constraints: • Downtime would only be allowed during the weekend (Sat 2am till Sun 8pm) • All environments had to have successful upgrades for a project to go-live • There was to be no parallel running of versions for projects • The project owners had to choose which upgrade wave they were in • Each project has the chance to test how their content would behave after an upgrade
  35. 35. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 35Customer Lessons Learned & Customer Success Stories - #2 Upgrade strategy used: • Sandbox testing • System / base security setup • Wave / phased incremental approach • Run reposcan in advance of first increment Lessons Learned: • Set up a migration test server • Setup dedicated user on source system • Utilize existing security model to control dependency calculations. Post upgrade, re-check security • Get the fastest file share technology you can get for FileStores • Disable all server processes you don’t need at the beginning of downtime and before you run reposcan • Don’t forget to pause recurring schedules before upgrade
  36. 36. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 36Customer Lessons Learned & Customer Success Stories - #3 Customer: CPG customer in APJ Background: • Upgraded from SAP BusinessObjects XI3.1 to SAP BusinessObjects BI4.0 • Upgraded from SAP BW 7.01 to SAP BW7.30 • Estimated ROI – 207% over 5 years • Mobile BI applications – Rolled out to Exec • Enhanced Self-Service BI capability Upgrade challenges: • July 2010 Corporate Demerger (former parent company ) • Just get it done by October 2011! • 12 Years of shared IT systems and service • SAP BW implemented in 2000 – Version 1.x (?) • SAP BW 7.01 and SAP BusinessObjects XI R 3.1 • Many Legacy Issues • Lack of confidence in BI initiatives and delivery • Smaller BI Team • Do more with less • Cost-Obsessive Business • Transition BEFORE Transformation
  37. 37. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 37Customer Lessons Learned & Customer Success Stories - #3 Upgrade strategy used: • Solid planning • Estimating cost properly against the ROI • Tools selection - choosing the right tool for right purpose / scenario Lessons Learned: • Beware the hidden costs of interfaces • Sometimes less is more • Train and engage key users (build partnership) • Data Warehouse structures can make reporting easier • Watch out for front-end patch levels (SAP GUI and BEx) • Read your license agreement carefully
  38. 38. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 38Customer Lessons Learned & Customer Success Stories - #4 Customer: Large B&FS customer in NA Background: • Migrating from SAP BusinessObjects Enterprise 3.1 to SAP Business Intelligence Platform 4.1 release. • Main data sources: Teradata, Oracle & Others Migration Size: 0 • Number of objects in the repository: around 200,000 • Number of (user) groups: 800 • Number of users: 13,000 • File Repository Size: 450GB Upgrade drivers – key business & technical drivers: • Mobility • BOE Architecture Enhancements • Leverage Latest Innovations • System Maintenance and Administration
  39. 39. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 39Customer Lessons Learned & Customer Success Stories - #4 Upgrade strategy used - Four steps process: • Size and bring-up new SAP BI 4.x environment • Migrate contents from BOE 3.1 to SAP BI 4.x (test / mock and actual migration - incremental) • Test / validate the applications • Promote applications to Production and release them Lessons Learned: • Skills issue – learn and get trained • Beware of the product changes and known limitations ahead • Proper planning is important (with all key factors taken into consideration) • Proper sizing is very important • Updating skills / training the BI / IT resources • Upgrade strategy with clear workflow might sound simple but everyone in the team should be aware of
  40. 40. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 40Customer Key Links  Upgrade microsite www.sapbusinessobjectsbi.com  BI Innovation Value Calculator www.sap.com/BIcalculator  BI Upgrade Value Calculator www.sap.com/BIupgradecalc  Web Intelligence calculation engine changes http://scn.sap.com/docs/DOC-43479  BI Platform Features by version matrix http://scn.sap.com/community/bi-platform/blog/2013/02/13/bi-platform-feature-by-version-matrix
  41. 41. © 2014 SAP AG or an SAP affiliate company. All rights reserved. 41Customer To summarize…  Don’t miss the opportunity….understand the changing nature of BI and take advantage the latest innovations from SAP  Do a migration assessment and have a proper plan ready  Be aware of the technical considerations  Understand the common challenges in migration  Learn how others have done it
  42. 42. © 2014 SAP AG or an SAP affiliate company. All rights reserved. For Further Comments & Questions: Sathish Rajagopal – BI Solutions GTM Email: Sathish.rajagopal@sap.com Twitter: @srajagpl Merlijn Ekkel – BI Solutions GTM Email: Merlijn.Ekkel@sap.com Twitter: @MEatSAP
  43. 43. © 2014 SAP AG or an SAP affiliate company. All rights reserved. Thank you

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