Tips for Migrating to XI 3.1

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This was discussed by Michael Ward at the Spring 2010 Seattle Area Business Objects User Group meeting. This is available for personal/professional use by those that attended the meeting. However, any use as training material by anyone other than Michael, without his express consent, is in violation of copyright laws.

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Tips for Migrating to XI 3.1

  1. 1. Migrating To BusinessObjects™ R3.1 56132 Parkview Shelby Twp, MI 48316 586.677.8300 Phone 586.677.8301 Fax http://www.cttsbi.com Last Revised: 3/18/2010
  2. 2. BusinessObjects™ R3.1 Migration What Still exists?  Designer and Universes  BusinessObjects™ Full Client  WebIntelligence™ (Introducing Rich Client)  Crystal Reports  Dashboard Manager/Performance Manager  Scheduling  Publications © 2010 – Creative Technology and Training Solutions, LLC 2
  3. 3. BusinessObjects™ R3.1 Migration What’s been replaced from 5.x and 6.x?  Supervisor (Central Management Console)  Auditor (Auditing: WebIntelligence)  BusinessQuery (LiveOffice/Xcelsius)  WebIntelligence™ OLAP (OLAP Intelligence) © 2010 – Creative Technology and Training Solutions, LLC 3
  4. 4. BusinessObjects™ R3.1 Migration Utilizing the Import Wizard What Is Supported:  Groups and Users  Inboxes, Personal and Corporate Documents  Universes & Connections  Stored Procedures  Third Party Documents (.pdf, .doc, etc)  Personal and Corporate Categories  BusinessObjects™ Full-client Documents  WebIntelligence™ Documents  Broadcast Agent Scheduled Tasks Supported in 3.1  EPM Content  BCA Publisher 2010 – Creative Technology and Training Solutions, LLC © (Version 5/6) 4
  5. 5. BusinessObjects™ R3.1 Migration Utilizing The Import Wizard What Is Not Supported:  Custom Interfaces(ASP/JSP)  BusinessQuery  WebIntelligence™ OLAP  Auditor  InfoView Personal Settings © 2010 – Creative Technology and Training Solutions, LLC 5
  6. 6. BusinessObjects™ R3.1 Migration Overall Project Plan Phase 1 Assessment Phase 2 Planning Phase 3 Installation/Setup/Deployment Phase 4 Migration/Conversion Phase 5 Testing/Validating Phase 6 User Training © 2010 – Creative Technology and Training Solutions, LLC 6
  7. 7. BusinessObjects™ R3.1 Migration Overall Project Plan  Assessment Phase  Planning Phase  Administration Training  Installation/Setup/Deployment of New Environment  Setup New Security Model (Unless Migrating from R2)  Test New Environment  Rewrite Interfaces  Migrate Current Repository  Test Interfaces  Test/Validate/Tune Reports  Rewrite Any Reports (If required)  End-User Training  Administration Training(If Not Already Trained) © 2010 – Creative Technology and Training Solutions, LLC 7
  8. 8. BusinessObjects™ R3.1 Migration Assessment Phase: Overall Assessment To Include:  Hardware  Server Operating Systems  Client Operating Systems  Other Applications/Utilities  Databases  Repository  Connectivity  Authentication  HTTP Servers  Application Servers  Internet Browsers © 2010 – Creative Technology and Training Solutions, LLC 8
  9. 9. BusinessObjects™ R3.1 Migration Assessment Phase: Overall Assessment To Include(Continued):  Products & Versions  Licenses & Media  Current Product Usage  Future Product Usage  Current Deployment Methods  Future Deployment Methods  Server Access  Additional Options  Other  What will be kept and migrated © 2010 – Creative Technology and Training Solutions, LLC 9
  10. 10. BusinessObjects™ R3.1 Migration Planning Phase: Planning To Include:  Installation of 3.1 Software(Latest SP/Hotfixes)  Current & Future Needs  Migration Plan  Conversion Plan  Testing Plan  Sign Off Guidelines  Training © 2010 – Creative Technology and Training Solutions, LLC 10
  11. 11. BusinessObjects™ R3.1 Migration Installation Phase: Installation To Include:  Installation/Setup of 3.1:  Server Products  Desktop Products  Deployment/Tuning  Security Model Implementation © 2010 – Creative Technology and Training Solutions, LLC 11
  12. 12. BusinessObjects™ R3.1 Migration Migration Phase: Migration/Conversion To Include:  Incremental vs. Single Pass  Migrating Documents  Converting From Deski to Webi NOTE: Migrating From v5 may require extra step! © 2010 – Creative Technology and Training Solutions, LLC 12
  13. 13. BusinessObjects™ R3.1 Migration Migration Phase Migration/Conversion Flowchart: 5.x, 6.x, R2 5.1 or 6.x XI R2 3.1 3.1 XI R2 Migration Conversion Full client Full client WebIntelligence™ R2 WebIntelligence™ R2 WebIntelligence™ © 2010 – Creative Technology and Training Solutions, LLC 13
  14. 14. BusinessObjects™ R3.1 Migration Migration Phase Import Wizard:  Imports:  Users  Security  BI Content  EPM Content  Scheduling  Earlier Versions Include:  BO v5.1.4 and up, v6,v6.5  CE 8.5, 9,10  XI and XI R2 Note: Must be installed on Windows Machine © 2010 – Creative Technology and Training Solutions, LLC 14
  15. 15. BusinessObjects™ R3.1 Migration Migration Phase Report Conversion Utility:  Used For:  Converting Full Client Documents to WebIntelligence™  Incorporates New Features of WebIntelligence™ R3.1 SP2 Note: Conversion Tool is Optional! © 2010 – Creative Technology and Training Solutions, LLC 15
  16. 16. BusinessObjects™ R3.1 Migration Migration Phase InfoView Single Pass: XI R2 Security Applications Users Reports Universes Connections InfoView 3.1 Legacy Security BO Applications Users Reports Security Users Universes Connections Applications Reports Universes Connections © 2010 – Creative Technology and Training Solutions, LLC 16
  17. 17. BusinessObjects™ R3.1 Migration Migration Phase Incremental: InfoView XI R2 Security Applications Users Reports Universes Connections Staging CMS Security Users InfoView Applications Reports Universes 3.1 Legacy Connections Security BO Applications Users Reports Security Universes Users Connections Applications Reports Universes Connections © 2010 – Creative Technology and Training Solutions, LLC 17
  18. 18. BusinessObjects™ R3.1 Migration Testing Phase: Testing/Validation To Include:  Security  Folder/Object Access  Object Utilization  Application access  Universes and Universe Connections  Universe Restrictions as well  Object Types:  Desktop Intelligence™  WebIntelligence™  Crystal Reports™ © 2010 – Creative Technology and Training Solutions, LLC 18
  19. 19. BusinessObjects™ R3.1 Migration User Training Phase: User Training could Include:  Administration Training  Designer  Reporting:  Desktop Intelligence™ Update Class  WebIntelligence™ Training  Intro to Infoview (Light Users or Report Consumers)  WebIntelligence™ Basic Reporting  WebIntelligence™ Intermediate Reporting  WebIntelligence™ Advanced Reporting  WebIntelligence™ Rich Client Reporting © 2010 – Creative Technology and Training Solutions, LLC 19
  20. 20. BusinessObjects™ R3.1 Migration Migration Guidelines  Use Incremental Approach (Not Big Bang)  Unless just Upgrading from R2  Create New Security Model (Don’t Migrate, Unless migrating from R2)  Clean up Repository before Migrating  Set Deadline For Development/Enhancements in Current Repository  Convert from Deski to Webi (optional)  Could be Separate Project after Migration Validated  Create Test Plan the fits your needs  Time Limit?  Data Validation necessary?  v5 Migration May Require Extra Step © 2010 – Creative Technology and Training Solutions, LLC 20
  21. 21. BusinessObjects™ R3.1 Migration R2 to R3 Migration Consideration  If using a Closed Security Scenario in R2 Environment, if the security model is Migrated to R3, you will need to revise.  If Top Level Folders Setting is set to No Access for Everyone Group, Users will not be Able to View Public Folders in R3 © 2010 – Creative Technology and Training Solutions, LLC 21

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