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SAP #BOBJ #BI 4.1 Upgrade Webcast Series 5: BI Installation and Patching

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Obtain tips to install and configure SAP BusinessObjects BI 4.1. Learn about the important post-installation configuration that is required on the server. Walk through the necessary steps on building up a patching strategy to take advantage of the latest fixes and enhancements.

• Learn about detailed planning, preparation and prerequisites for a BI install
• Understand the important checkpoints for post-installation configuration
• Learn about BI 4 patching strategy and the tools available to plan your next update

This webinar replay is part of the SAP BusinessObjects BI 4.1 Upgrade Webinar Series: http://scn.sap.com/docs/DOC-56308.

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 5: BI Installation and Patching

  1. 1. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 1 SAP BusinessObjects BI 4.1 Upgrade Webinar Series BI 4.1 Installation and Patching Presenter: Harjeet Judge SAP Customer Experience Group Brought to you by the Customer Experience Group
  2. 2. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 2 We bring to you all that you need to successfully upgrade to the SAP BusinessObjects BI Platform 4.1. You can find a BI 4.1 Upgrade Overview page on SCN at: http://scn.sap.com/docs/DOC- 56525 Webinars also complement these published resources: http://scn.sap.com/docs/DOC- 56308 SAP BusinessObjects BI Platform 4.1 Upgrade Enablement
  3. 3. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 3 •Installation •BI4.x Server Installation Tips •Patching •Available Resources •Patching Best Practices •Parallel Patching •Q&A Agenda
  4. 4. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 4 BI 4.x Products and Components •BI 4.x Server •13+ Server products •BI Servers hosting such services as WebI, Crystal Reports, Dashboards, Explorer, and Design Studio •Server tools such as CCM, SIA, and WDeploy •BI 4.x Clients •BI 4 Client Tool package containing such clients as WebI Rich Client, Information Design Tool, and Report Conversion Tool •Crystal Reports for Enterprise and Crystal Reports 2011/2013 •MS Office based products such as Analysis for Office and Live Office
  5. 5. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 5 BI 4.x Server Installation Tips •Refer to the Product Availability Matrix (PAM) and Supported Platforms (PAR) to plan your installation •BI 4.x Server and Web Application Server must be installed on 64-bit servers and use 64-bit JDK •Minimum hardware recommendations as follows:
  6. 6. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 6 BI 4.x Server Installation Tips •Install and Configure database middleware if using an external database server •Select Full or Web Tier install types depending on requirements •Determine if a side-by-side installation is required •BI 4.x and XI 3.1 servers can be installed on the same machine •BI 4.x and XI 3.1 clients can be installed on the same machine
  7. 7. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 7 BI 4.x Server Installation Tips •Make note of CMS Cluster Key and important user passwords •You will not be able to repoint the CMS system database without the Cluster Key •Administrator, System Database, and Subversion passwords are important •Ensure the installation directory meets requirements •The path cannot contain special characters •Keep the path simple to prevent it from becoming too deep
  8. 8. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 8 BI 4.x Server Installation Tips Windows Platform •Install Microsoft .NET Framework 3.5 SP1 or higher •Disable Anti-Virus software and Windows Firewall during install •Anti-Virus can slow down an installation significantly as it scans each file •Firewall can prevent servers from communicating with system database or CMS •Install user must be a member of Local Administrator’s Group •Ensures that installation can write to Windows system folders and create registry entries as needed
  9. 9. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 9 BI 4.x Server Installation Tips Unix/Linux •Install Required Libraries •Consult Install guide for details •http://help.sap.com/bobip •Install Required Utilities •Set locale settings •syntax can be different on different UNIX flavors and shells; for example: •export LANG=en_US.utf8 •export LC_ALL=en_US.utf8 •Don’t use root user for install •Set ULIMIT to Unlimited List of Utilities:
  10. 10. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 10 BI 4.x Server Installation Tips Unix/Linux BI 4.1 •For BI 4.1 Sybase SQL Anywhere 12.0.1 is default db for CMS and Audit Databases •On a clustered environment •Install SQL Anywhere Database Client •Create an ODBC DSN connecting to the primary node SQL Anywhere CMS DB. •Check Kernel Parameters on Suse Linux •kernel.sem = 250 32000 32 1024 •kernel.msgmni = 1024 •kernel.shmmax = 18446744073709551615
  11. 11. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 11 References •Business Intelligence Pattern Books: •http://wiki.sdn.sap.com/wiki/display/BOBJ/Business+Intelligence •Business Intelligence Platform Installation Guide (UNIX): •http://service.sap.com/~sapidb/011000358700000805302013E/sbo41sp1_bip_inst_unix_en.pdf •Business Intelligence Platform Installation Guide (Windows): •http://service.sap.com/~sapidb/011000358700000805312013E/sbo41sp1_bip_inst_win_en.pdf
  12. 12. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 12 BI Maintenance Strategy Goals Quality & Governance •Consistent with SAP standards and best practices for quality assurance and release timelines Aligned Terminology •A “ONE SAP” approach with common and recognizable naming conventions across products Critical Corrections •The ability to deliver critical corrections for mainstream releases quickly and in a sustainable manner
  13. 13. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 13 Release Timelines Dates and Milestones •Plan for maintenance release dates using this resource on the SAP Service Marketplace •Dates regularly provided 6 months in advance to allow for resource planning •Forward Fit Plans are located at the bottom of the page https://service.sap.com/bosap-maintenance-schedule (requires login credentials to the SAP Service Marketplace)
  14. 14. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 14 Forward Fit Rules Patches, Support Packs, and Minor Releases •Forward Fit Rules tell you which fixes from prior releases are contained in a given Support Pack or Minor Release •This is an invaluable resource for planning an upgrade from a Critical Patch •Ensure you don’t miss a critical fix when upgrading
  15. 15. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 15 Highlights of Patch to Patch Forward Fitting •Begins with BI 4.0 Support Pack 6 •Focus on Forward Fit to highest release for Support Packs & Critical Patches •Newest releases quickly receive fixes to ensure quality & feature completeness
  16. 16. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 16 BI 4.x Patch Strategy Customer Example 1: Environment •BI 4.0 Patch 6.5 •Crystal Reports •Dashboards Customer Example 2: Environment •BI 4.0 Patch 5.11 •WebI •Universe BI 4.1 Patch 1.1
  17. 17. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 17 Building a Maintenance Strategy Dos and Don’ts DO NOT Track a list of ADAPT Problem Reports (PR) that affect your deployment DO Install every Critical Patch, or take a Patch without business needs to support it Identify issues that require you to install a critical patch and plan for the next available Support Pack that contains the forward fit Go more than 6 months without evaluating a maintenance release in a test environment Have a test environment and allow ample time to test critical business processes before rolling out to production Wait until the end of mainstream maintenance to begin planning your next upgrade
  18. 18. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 18 Patching Best Practices •Backup •Windows: Full Server Backup to safeguard against registry and file system modifications •Unix/Linux: User’s home folder and product install location •All OS: FRS root directory and CMS/Audit DB •Any custom configurations •Update •Leverage update installer or use full install where applicable •Identify fixes and feature changes in Support Pack Release Notes •Turn off all servers except CMS, FRS, Web Application Server, and CMS Database
  19. 19. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 19 Patching Best Practices •Shut down all non-essential processes •Process Explorer •Task Manager •Command Line Path should be added from View  Select Columns •Terminate related processes or sub- processes •SP04 level bug (java process- JVM locked) fixed in SP05 and above
  20. 20. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 20 Updating a Clustered Environment Prior to BI 4.0 SP05 •Install process •Update CMS first •Update one server at a time •BI Server patch followed by Client Tools •No simultaneous update installs •Symptoms of failure •Files left in the C:Program Files (x86)SAP BusinessObjectssetuppackagestemp folder •Setupengine.log shows CMS failure to start
  21. 21. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 21 Parallel Patching •Parallel Patching essentials •Technology available in BI 4.0 SP05 and later •Update, in parallel, all CMS host machines •Update, in parallel, all remaining BI Platform servers •Value Proposition •Significant reduction in time needed to patch large, distributed systems •Minimize downtime of Production systems
  22. 22. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 22 Rules for Parallel Patching 1.Wait for all machines patched in parallel to finish prior to proceeding 2.Do not restart a host machine until all parallel patches are complete 3.At least one CMS must be running 4.If any additional CMS start, leave them running as they may be processing requests 5.Once updated complete, restart all CMS servers
  23. 23. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 23 Interactive BI 4.0 Cluster Patching Guide The following tool can help plan your patching process: http://scn.sap.com/docs/DOC-38905 Note that the tool does not currently account for parallel patching
  24. 24. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 24 References Patch Installation: http://service.sap.com/patches SAP BusinessObjects BI suite 4.0 Patch Update Guide: http://help.sap.com/analytics sap.com/LearnBI Interactive SBOP BI 4 Cluster Patching Guide: http://scn.sap.com/docs/DOC-38905 Release Notes can be found a few different ways: https://service.sap.com/support *  Software Downloads  Support Packages and Patches  A-Z Index  B  SBOP BI Platform (former SBOP Enterprise)  SBOP BI Platform (Enterprise)  SBOP BI Platform 4.0  Comprised Software Component Versions  SBOP BI Platform Servers 4.0  (server)  SP04 The info link provides SAP Note references for the Release Notes and Patch update guide https://service.sap.com/notes *  Search for SP04 Patch Release Notes, Application Area BI Use the SAP Product Support Wiki http://wiki.sdn.sap.com/wiki/display/BOBJ/BI4.0+Product+Support+page  Product Maintenance section, which contains a list of Release Notes all on a single page! ************ Requires login credentials to the SAP Service Marketplace***************
  25. 25. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 29 SAP BusinessObjects BI 4.1 Upgrade Webinar Series BI 4.1 Installation and Patching Q & A Brought to you by the Customer Experience Group

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