More Related Content More from SAP Analytics (20) SAP #BOBJ #BI 4.1 Upgrade Webcast Series 7: Upgrade Process: Moving from BusinessObjects XI Release 2/3.1 and 4.0 to BI 4.11. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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SAP BusinessObjects BI 4.1 Upgrade Webinar Series
Upgrading from BusinessObjects XI Release 2/3.1 to BI 4.1 - and
Updating from BI 4.0 to BI 4.1
Presenter: Merlijn Ekkel
Director SAP BI GTM
Brought to you by the Customer Experience Group 2. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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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. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Agenda
Planning
Overview of planning your Upgrade to SAP BI 4.1
Upgrade Path
From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1
High- Level Upgrade process using the “Upgrade Management Tool” – UMT
Best Practices
From SAP BI 4.0 SPx to SAP BI 4.1
Misconception
Best Practices
Further Resources
5. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Upgrade Overview
Project Evaluation
Upgrade Execution
Validation
Rollout
•OS and Hardware
•Sizing
•Database
•CMS repository content
•Number of documents
•Security
•Software installation
•Db configuration
•Security configuration
•Repository objects migration
•Security correctness
•BI Document data correctness
•Customized application functional correctness
•Planned downtime
•Training
•New customized application 6. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Update your skills
ADMINISTRATION
Architecture design
Sizing
Upgrade process
LCM process
Portal & customization
BI APPLICATIONS
Choice of client tool
Data Federation
Access to SAP BW
OpenDocument & drill-through
Portal and workspaces
OPERATIONS
Setup & Configuration
Tuning
Backup & Restore
Traces & Diagnosis
Audit & Monitoring
Updates and patching
BI 4.1 is BETTER, BI 4.1 is DIFFERENT
XIR2, XI 3.x best practices MAY NOT APPLY* (* = on sizing, platform) 7. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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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 4.1
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 do 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 8. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Upgrade paths
BI 4.1
BOE - BusinessObjects Enterprise. CE - Crystal Enterprise E – BusinessObjects Enterprise 5/6
BOE XI 3.x
BOE XI R2 SP2
Upgrade Management Tool
E5 / E6
BOE XI
CE8 / CE9 / CE10 9. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Versions upgrade path Migration Versus Upgrade - A reminder
BusinessObjects v5 & v6 platform
XI R2 Platform
Moving on same platform = Upgrade
(XIR2 or XI3 to BI4)
XI R2 or XI 3.x Platform
BI 4.1 platform
Moving on to a different platform = Migration
(BO V5/V6 to XIr2)
Complexity: Higher
•Major change in architecture, significant rework required
•Need to rewrite the security model
•Conversion from Desktop Intelligence to Web Intelligence difficult due to lack of features
•Minimal rework/reconfiguration required
•Continuity in the security model
•Catch up between Desktop Intelligence and Web Intelligence almost complete
•Streamlined upgrade management tool
Complexity: Lower 10. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Upgrade paths
BI 4.1
BOE - BusinessObjects Enterprise. CE - Crystal Enterprise E – BusinessObjects Enterprise 5/6
BOE XI 3.x
BOE XI R2 SP2
Upgrade Management Tool
E5 / E6
BOE XI
CE8 / CE9 / CE10 11. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Upgrade on different version
Moving from XI R2/ XI3 to BI4.0/BI4.1
In parallel upgrade
“In Place” versus “In Parallel” upgrade
Time
Previous (Xir2 or Xi3.1) system
BI 4.0 system
Existing BOE
XI R2 or XI 3 environment
1
Installation and configuration of third parties and customization
New BOE BI 4.1 environment
2
Existing BOE
XI R2 or XI 3 environment
3
Upgrade BOE content
content (live to live)
New BOE BI 4.1 environment
Existing BOE
XI R2 or XI 3 environment
Upgrade on the same version
Installing Patch or Service Pack
In place upgrade
Time
Xi3 system
1
Install patch or SP on BOE
Existing BOE XI 3 environment
Existing BOE XI 3 environment
Time
BI4.X system
1
Install patch or SP on BOE
Existing BOE BI4.0 environment
Existing BOE BI4.1 environment 12. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Full System vs Staged Upgrade
Full / One Shot Upgrade
Upgrade all content at once
Only 1 system to maintain
Requires lockdown of the entire system
Issues affect the entire system
Long downtime
Simpler (less options)
Stage / Incremental Upgrade per department
Upgrade content in stages
2 systems to maintain
Requires lockdown of department folder
Issues affect only the department upgraded
Short downtime 13. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Full System Upgrade Considerations
No lockdown or read only options available in BOE
To lockdown a BOE system:
Shutdown your application server
Disable and stop all “BusinessObjects servers” except the “CMS, Input and output”
Block all access to the CMS port except between your source and destination
Time
Previous (XI R2 or XI 3.1)
system
XI 4.1 system
Previous (XI R2 or XI3.x)
1
Set up the Xi4.1 system
2
XI 4.1 System
XI 4.1 System
Freeze the source and upgrade
the full system
3
Previous (XI R2 or XI3.x)
XI 4.1 System
5
4
Stop the previous system
Previous (XI R2 or XI3.x) 14. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Staged Upgrade Considerations
To lockdown a department folder, modify folder rights:
XI R2: explicitly deny view objects rights
XI 3: create a custom access level and explicitly deny view objects rights
Time
XI 4.1 System
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Previous (XI R2 or XI 3.x)
1
XI 4.1 System
Set up the Xi4.1 system
2
Previous (XI R2 or XI 3.x) system
Xi 4.1 system
XI 4.1 System
5
Freeze H and upgrade it
Previous (XI R2 or XI 3.x)
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Previous (XI R2 or XI 3.x)
Stop the previous system
XI 4.1 System
Freeze the Folder department A and upgrade it
3
Previous (XI R2 or XI 3.x)
XI 4.1 System
Freeze B and upgrade it
4
Previous (XI R2 or XI 3.x)
Freeze … and upgrade it 15. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Platform considerations
Effort
XI 3.1
BI 4.04.1
Upgrade Considerations
XI3 software
No patch, full install required
Full installation is required.
Co-existing XI3 and BI4 is possible (exceptions exists for clients)
Audit database
New audit schema
Can not report across both BI4 and XI3 audit data as they will be different schemas (Details)
InfoView
BI Launch Pad
New interface
Report pinning
Dashboard Builder
BI Workspace
Corporate, Personal and My InfoView Dashboards become BI Workspaces but some analytics must be recreated in ‘Dashboards’ (Xcelsius)
to
Encyclopedia,
Performance Manager
End of Life
No upgrade.
SAP Strategy Manager as alternative for Performance Manager.
Discussions
Deprecated
Continue to use in BI4 and/or adopt new SAP JAM integration
Search
New search technology
The search index will be re-built in BI 4.0.
Index disk size should be much smaller
Additional work required beyond typical upgrade: Minor effort = Significant Effort = 16. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Effort
XI 3.1
BI 4.04.1
Upgrade Considerations
to
Crystal Reports
Crystal Reports 20112013
and Crystal Reports for Enterprise
All reports are by default upgraded to CR 20112013
Use “Crystal Reports for Enterprise” for BICS or UNX semantic layer.
to
Desktop Intelligence
End Of Life*
*DCP in 4.1
Need to convert documents to Web Intelligence, either before or after the upgrade with Report Conversion Tool.
Xcelsius 2008
Dashboards
Conversion to new format is optional. Old ones will still work (if using a ‘relative address’). Conversion adds new features (globalization, direct UNX queries)
Explorer
Explorer
Information Spaces based on Excel are upgraded but will need re-indexing. Explorer to BW can’t connect to BW Queries (using UNV) in 4.0, only in B4.1
Voyager
Analysis, edition for OLAP
Voyager workspaces will upgrade to Analysis workspaces. Requires new connections of the exact same name in BI4.
Web Intelligence
Web Intelligence
Fully upgraded.
Depending on usage, some corrections may be needed in the reports
Content conversion (1/3)
Additional work required beyond typical upgrade: Minor effort = Significant Effort = 17. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Effort
XI 3.1
BI 4.0
Upgrade Considerations
Universe Design Tool (.UNV)
No change
None, universes and designer as in XI 3.x
N/A
Information Designer
(.UNX)
Relational UNV can be converted to UNX
No authored universes for BW OLAP access. Now recommended to use drect BICS connection.
‘OLAP’ UNX universes recommended over other ‘OLAP’ UNV universes
Business Views Designer
No change
No changes to business views
Only supported with Crystal Reports 2011.
Content conversion (2/3)
Additional work required beyond typical upgrade: Minor effort = Significant Effort = 18. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Effort
XI 3.1
BI 4.0
Upgrade Considerations
LifeCycle Management
Installer fully Integrated in BI 4.0. VM System remains separate
If you want to keep the content in your ‘Version Management system’ you’ll need to upgrade it.
Or you could just start fresh
Report Conversion Tool / Report Comparison Tool
No major change, except ‘.REP’s can not exist in BI4.0*
Convert before or after the upgrade.
BI4 tools allow for improved conversion rates. (Query on Query, Fold/Unfold, Show/Hide, Fit to page)
Additional work required beyond typical upgrade: Minor effort = Significant Effort =
Content conversion (3/3) 19. From SAP BOE XI Rel.2 SP2+ to SAP BI 4.1
High-Level Upgrade process using the “Upgrade Management Tool” – UMT 20. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1
Its an Upgrade
Moving to SAP BI 4.1 from (at least) “BusinessObjects Enterprise XI Rel.2 SP2” is called Upgrade
Its moving from an old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3)
Achieved via the “Upgrade Management Tool” - UMT
The UMT is a Windows based GUI Tool
For LINUX and UNIX available as CLI
Comes with the installation of the Server components from SAP BI 4.1
It’s the replacement of the “Import Wizard” from legacy Versions
There is only the UMT!
There are information available like in Forums etc. where people like to move to a new Code line using different techniques
These are “LCM”, “Promotion Management” or a CMS Database Copy
These information are wrong! – There is only the UMT for Upgrading to SAP BI 4.1 from at least “BusinessObjects Enterprise XI Rel.2 SP2” 21. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1
The UMT
The only Upgrade Resource
Easy to use as GUI or CLI
A total 1:1 Upgrade can be done within 4 Steps!
Results are stored in a log File for better troubleshooting
Run it multiple Times to get a feeling how long your Upgrade takes
Run it multiple Times to get a feeling how the UMT behaves
22. From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1
Best Practices 23. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1
Best Practices for the UMT
Apply the following BP
Have a dedicated Environment with only the UMT installed
Environment needs to have Power!
Run all Upgrades only from this Environment
Have Wave Upgrades instead of a Full Upgrade
Can be decommissioned after the Upgrade has been successfully completed
Follow the SAP Best Practices found here for the UMT
24. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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BI4.1 Upgrade Pattern Book
Step by Step documentation of a real upgrade from XI3.1 into BI4.1
With documentation and considerations around:
-Scope
-Landscape Overview Used
-Pre Requisites
-Upgrade Workflow
-Post Upgrade Workflow
-Known Issues and Challenges 25. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Key Links to Explorer
SAP BI Pattern Books – BI4.1 Upgrade
http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+- +Pattern+Book+on+BI+4.1+Upgrade
SAP BusinessObjects BI4.0 Process Flows
http://scn.sap.com/docs/DOC-8292
How to upgrade to BI4.0
http://wiki.scn.sap.com/wiki/display/BOBJ/How+to+Upgrade+to+BI4.0
27. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From SAP BI 4.0 SPx to SAP BI 4.1
Please read the blog entry by Matthew Shaw:
The update to BI4.1 from BI4.0 is the same process as applying a Support Pack. i.e. just apply the ‘patch’ software to update from BI4.0 to BI4.1. There is no need to install BI4.1 on a new machine, nor is there a need to move, or copy content from one repository to another. Indeed it’s vital that the CMS System Repository database is updated as part of the update process.
http://scn.sap.com/community/bi-platform/blog/2013/11/05/doing-a-full-install-for-updating-from-bi40-to-bi41- think-again 28. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From SAP BI 4.0 SPx to SAP BI 4.1
Misconception: - Full install is needed for new features
Unfortunately the BI4.1 update, BI4.1 SPx Update and BI4.1 Patch update documentation will have you incorrectly believe this. The following sentences in those guides are not correct:
If you want to use of the expanded set of ERP Drivers available in this release, you will need to perform a full install
and
You must do a full installation to get the new features 29. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From SAP BI 4.0 SPx to SAP BI 4.1
Misconception: - Full install is needed for new features
When the update is applied, only the existing software components are updated. All new features for those existing components will be updated. Any new components available will not be installed. To install new components, simply modify the original base installation and select the new components to install. The patch installer even provides a friendly reminder to do just this at the end of the update. 31. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From SAP BI 4.0 SPx to SAP BI 4.1 SPx
Its an Update NOT an Upgrade NOR a Migration
Moving to SAP BI 4.1 from SAP BI 4.0 is not a hard Task!
No Big Projects or Budget is required
Simple Process
Moving to SAP BI 4.1 from SAP BI 4.0 is a simple Update installer
Its like Updating from SAP BI 4.0 SP7 to SAP BI 4.0 SP8
Follow the Best Practices
Disable certain Services, Disable Anti- Virus, Maybe kill certain Services (JAVA.EXE) manually
Simple run the Update Installer
Take always the latest Version (As of May 2014 the latest Version is SAP BI 4.1 SP3)
The Best Practices for running an Update installer can be found here 32. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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BI4.x Cluster Patching Guide – Your Interactive Advise 33. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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BI4.1 Update Pattern Book
Step by Step documentation of a real update from BI4.0 SP04 into BI4.1 SP04
With documentation and considerations around:
-Scope
-Landscape Overview Used
-Pre Requisites
-Update Workflow
-Post Update Workflow
-Known Issues and Challenges 34. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Key Links to explore
SAP BI Pattern Books – BI4.1 Update
http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+- +Pattern+Book+on+BI+4.1+Update
Patching Strategies and Best Practices + Parallel Patching
http://scn.sap.com/docs/DOC-50077
Interactive BI4.x Cluster Patch guide
http://scn.sap.com/docs/DOC-38905
36. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Further Resources
sapbusinessobjectsbi.com/upgrade
37. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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SAP BusinessObjects BI 4.1 Upgrade Webinar Series
Upgrading from BusinessObjects XI Release 2/3.1 to BI 4.1 - and
Updating from BI 4.0 to BI 4.1
Q & A
Brought to you by the Customer Experience Group 38. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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Appendix 39. From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1
Overview 40. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1
Its an Upgrade
Moving to SAP BI 4.1 from “BusinessObjects Enterprise 6.x”, “Crystal Enterprise 10” or lower is called Upgrade
Its moving from a (very) old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3)
Only available via the Indirect Migration Path
No direct Migration Path is available
You need a version in between that offers a direct Migration Path
Should be at least “BusinessObjects Enterprise XI Rel.2 SP2”
SAP recommends to use “SAP BusinessObjects Enterprise XI 3.1 SP7” as the Version in Between
This Version is still in Support and offers better Upgrade compatibility to SAP BI 4.1
A mixture of Tools
For moving from the legacy Environment to “SAP BusinessObjects Enterprise XI 3.1 SP7” take advantage of the “Import Wizard” – And nothing else!
Afterwards use the UMT followed by the Best Practices to Upgrade to SAP BI 4.1 41. From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1
Best Practices 42. ©2013 SAP AG or an SAP affiliate company. All rights reserved.
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From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1
Best Practices
Have a separate Environment for the SAP BOE XI 3.1 SP7 installation
Use the “Import Wizard” from this Environment (no separate Environment)
Upgrade the content 1:1 – Do NOT edit/adjust the content in the SAP BOE XI 3.1 SP7 Environment
No Wave Upgrade – Only Full Upgrade
Adjustment/Edit will be done in the SAP BI 4.1 Destination Environment
From the SAP BOE XI 3.1 SP7 Environment to the SAP BI 4.1 SP3 Target Environment follow the BP for the UMT
Use the “Upgrade Guide” from “SAP BusinessObjects Enterprise XI 3.1 SP7” for your help from here