1.
A Proven Method That Works For All!

2.
Today’s Scenario
Environment A Environment B

3.
Prepare

4.
Prepare: Get Informed
● What’s New?
● Release Notes - What’s In / Out / Unavailable?
● Read the PAM (and Data Access)
● Migration / Upgrade Path

5.
Prepare: Get Informed
SAP Note: 52505

6.
Prepare: Today’s Scenario

7.
Prepare: Get Ready
THE ULTIMATE SAP BUSINESSOBJECTS
UPGRADE CHECKLIST

8.
Prepare: Get Busy
● Install and configure software and add-ons on server(s) and workstation(s).
○ Note: You cannot have BI 4.x and BI 4.3 client tools together.
● Configure third-party authentication (e.g., LDAP, AD, SAP) and SSO.
○ Important: Do not (keep) import groups / roles for promotion.
● Implement firewall requirements.
● Implement customisations (e.g., Tomcat settings).
● Implement database connectivity (e.g., drivers, ODBC, PRM/SBO, etc).

9.
Prepare: Get Busy
● Perform functional testing of SAP BusinessObjects features:
○ Authentication (all kind)
■ BI Launchpad, CMC
■ Client Tools
○ Actions (these also validates Database Connectivity):
■ View
■ Refresh
■ Export
■ Schedule (destinations, events)
○ Architecture Testing (e.g., separate web tier, cluster)
○ Other features important to you

10.
Let’s Have a Look

11.
Promote

12.
Promotion Time
Backup the System Database and File Store of BI 4.3 before promoting!

13.
Promotion: Did You Know?

14.
Let’s Do This!

15.
Back Up & Clean Up

16.
Bulk Update Connections
UNV to UNX

17.
Assure Quality

18.
Quality
● Validate the imported content:
○ Compare “List” BI 4.2 vs BI 4.3 (e.g., users, groups, reports, instances,
universes, connections)
○ Authentication: 3rd party aliases working?
○ Refresh at least 1 report per Universe (it is also validating connections)
○ Refresh at least 1 object by type (e.g., Webi, Crystal)
○ Security
■ Permissions
■ Universe Restrictions
○ Data Accuracy (same data, same calculations)
○ Performance

19.
Let’s Finish This!

20.
360Suite - Migration Package Solution

21.
Upgrade, Operations
& Maintenance
Backup, Restore
& Disaster Recovery
Metadata, Lineage
& Monitoring
Regression Testing
& QA
Platform Adoption
& Optimization
Self-Service, Catalog
& Versioning
Regulatory, Security,
Compliance & PII
Automation, Bursting,
Cleanup & Archiving
SAP BusinessObjects Solutions

22.
booth.360suite.io

23.
SAP BusinessObjects
Solutions