bi4.0 upgrade workflows asug

SAP BUSINESSOBJECTS BI4.0Upgrade workflowsDhirendra Gehlot

Business Analytics BI Competency Center

Aug 2011

SAP BusinessObjects BI4.0 Upgrade Workflows

1.Upgrade Manager Tool

2.Upgrade Overview

3.Platform Setup

4.Security Upgrade

5.QaaWS, Dashboard Upgrade

6.Mobile Content Upgrade

© 2011 SAP AG. All rights reserved. 2

6.Mobile Content Upgrade

7.Desktop Intelligence to Web Intelligence

8.Crystal Reports 2008 to 2011

9.Explorer InfoSpaces Upgrade

10.OpenDocument calls

11.UNV to UNX (Optional)

12.Web Intelligence Report Data Source to UNX or Bex (Optional)

13.Crystal Reports 2008/2011 to Crystal Reports for Enterprise (Optional)

BI 4.0 Upgrade Manager Tool

�Upgrade Manager Tool (UMT) is a new tool in BI4.0

�Upgrade contents from XIR2SP2 and newer to BI4.0

�On Windows� GUI Interface

� Supports Complete Upgrade and Incremental Upgrade


�On Unix� Command Line Interface

� Supports Complete Upgrade

Basic Upgrade Workflow - Complete


Choose the Complete Upgrade

1



Choose Upgrade scenario & enter credentials

2



Get the summary of what is going to be upgraded

3


To perform Complete Upgrade:


End

4

Basic Upgrade Workflow - Incremental


Choose the Incremental Upgrade

1

To perform an Incremental Upgrade:



Choose Upgrade scenario & enter credentials

2




Choose objects to copy & options

3





3




Choose objects to exclude & options

4




End

5

BI 4.0 Upgrade Sequence

� Inventory and House Keeping Source Environment

� Identify Upgrade Gaps and Solutions

� Install and Configure BI 4.0 Platform

�Prepare for Content Upgrade


�Prepare for Content Upgrade

�Upgrade Content

�Validate Upgraded Content

�Go-Live

BI 4.0 Content Upgrade Overview

�Contents Upgrade As It Is� Security, Access Levels, Users/User Groups, Calendars, Events, …

� Folders, Categories, Personal Documents, Repository Objects

� Web Intelligence, Crystal Reports, Xcelisus Dashboard, QaaWS

� Universes, Connections, Scheduled Jobs, Instances

� Remote Connections, Replication Jobs , LCM Jobs

� Mobile Subscriptions, Offline Documents

� MS Excel and BWA based Explorer Infospaces


� …

�Contents Upgrade Require Manual Work� Voyager workspaces

� OLAP Connections

� OpenDocument Calls

BI 4.0 Content Upgrade Overview

�Contents Not Upgraded� Desktop Intelligence Documents

� Universe based Explorer Infospaces

� Versioned Contents (Version Management System Repository)

� Audit Database

� Encyclopedia

� Performance Manager

� Custom Code


BI 4.0 Upgrade – BI4.0 Server Platform Setup

� In Place Upgrade Install� Not supported

�Side by Side Install� BI4.0 can be installed on the BOEXIR2 or BOE3.x Server, provided

� Server OS is 64-bit, and meets BI4.0 Install Prerequisites

� Two BusinessObjects systems run in parallel on the same hardware

� Configure BI4.0 environment


Configure BI4.0 environment

� Use Upgrade Manager Tool to upgrade content to BI4.0

� Remove BOEXIR2 or BOE3.x

�Separate Environments (recommended )� Install BI4.0 on a separate server

� Configure BI4.0 environment

� Use Upgrade Manager Tool to upgrade content to BI4.0

� Decommission BOEXIR2 or BOE3.x Servers

Security Upgrade Workflow

�Before Upgrade� Configure Authentication in the BI4.0 environment

� Enable Authentication plug-ins and map user groups

� Ensure that the administrator account for the 3rd party authentication is same in both source and target environments

�After Upgrade� Manually update the Authentication Plug-Ins from CMC


� Manually update the Authentication Plug-Ins from CMC

� Click Update Roles Only to update only the migrated users for SAP Plug-in

� Click Update Roles and Aliases to create all the aliases for all of the users that belong to the currently-mapped roles.

� Specify the new owner right for existing products

� Specify rights with new products (WRC, IDT, LCM, etc)

� Set up rights at the root folder (If upgrading from XIr2)

QaaWS Upgrade Workflow

�UMT moves the QaaWS and UNV it is based on to BI4.0

�UMT ask for the Target Web Application Server Name

�Updates Web Application Server name in the the QaaWS call

�QaaWS works as it is in BI4.0

�QaaWS supports UNV Universe

�QaaWS doesnt support UNX Universe

� If you convert the UNV to UNX


� If you convert the UNV to UNX� You must use Query Design from Dashboard to repleace QaaWS bsed work flow

� Remove QaaWS when it is not needed anymore

� Remove UNV universe file when it is not needed anymore

Xcelsius Dashboard Upgrade Workflow

�Xcelsius model is upgraded by UMT� Upgraded model would still work as it in the BI4.0.

� Upgraded model can be edited using SAP Dashboard.

�Embedded URLs in Xcelsius models and Flash files are not upgraded� QaaWS connections, for example

�Manually update the embedded URLs

�Republish the Dashboard to the platform with upgraded URLs


� Any hardcoded references to server name (web service url, host name etc)� Would require manual change after upgrade

�Dashboards that use relative paths, don’t required manual changes� Except for OpenDocument calls

�Provide BI4.0 Web Services URL during upgrade� QaaWS upgrade requires target Web Services URL

Xcelsius Dashboard Upgrade Workflow

�Dashboard can be published to platform as� Dashboard Design Object or

� Dashboard Design Object to Replace Flash Object.

�Dashboard Design Object � Converts the dashboard to the new format and create the new Flash behind the scenes

� Secure / hide the old Flash file from end users if you want to keep a backup of the old version (but do not display it to the end users)

�Dashboard Design Object to Replace Flash Object


�Dashboard Design Object to Replace Flash Object� Converts the dashboard to the new format and create the new Flash behind the scenes

� Delete the existing Flash file

� Avoid any confusion with the old version of the dashboard

�Live Office connection upgrade� change the “session” to “Session” in the URL link

(http://<hostname>:8080/dswsbobje/services/Session)

� If “session” remains lowercase, the link will not work correctly.

Mobile Upgrade Workflow

�Mobile Server� Backup the config files on Mobile 3.x Server

� cluster.config

� server.config

� Copy config files onto the SAP BusinessObjects Mobile 4.0 Server

� UMT upgrades Mobile subscriptions

� UMT upgrades Offline Documents Stored on CMS

�Mobile Client


�Mobile Client� Install new Mobile 4.0 Client on Device

� Restore offline/local documents to Mobile Device

� On the device, log into the Mobile application

� Launch the menu and select Preferences.

� Launch the menu again and select Recover Local Store.

� The documents stored in the Mobile Offline Data Store on the CMS for that user are restored to the Local Documents folder on the device.

DeskI to WebI Upgrade Workflow

�Desktop Intelligence (DeskI) documents are no longer available in BI 4.0 CMS

�All Deski reports will have to be converted to WebI or recreated in a different format

(e.g. with Crystal Reports for Enterprise).

�DeskI documents can be converted to WebI using Report Conversion Tool (RCT)

�RCT does not convert all types of DeskI Documents

�Conversion Approach 1


�Conversion Approach 1 � Use RCT3.x to convert DeskI3.x to WebI3.x

� Publish converted documents to BOE3.x

� Validate new WebI document to original DeskI3.x document

� Use UMT to upgrade content from BOE3.x to BI4.0

�Conversion Approach 2� Use RCT4.0 to convert Deski3.x to Webi4.0

� Publish converted report to BI4.0

� Validate new WebI document to original Deski3.x document

Crystal Reports 2008 to Reports 2011 Upgrade Workflow

�Crystal Reports saved in reporsitory are automatically upgraded to Crystal Reports

2011

�Crystal Reports saved on local desktop can be converted to Crystal Report 2011

�Converion of Crystal Reports 2008 to Crystal Reports 2011� Open Report in Crystal Reports 2011


� Open Report in Crystal Reports 2011

� You would be prompted to acknowledge upgrade is non reversible

� Complete upgrade

�There is no batch conversion tool

Explorer InfoSpace Upgrade Workflow

�Explorer Infospaces based on MS Excel, and BWA are upgraded by UMT

�Explorer Infospaces based on UNV Universe are not upgraded

�Explorer 4.0 InfoSpace supports only UNX universe

�The Explorer InfoSpace Upgrade path


�The Explorer InfoSpace Upgrade path� Complete upgrade to BI4.0

� Convert UNV(s) to UNX(s) OR Create New UNX(s)

� Recreate the Explorer InfoSpaces based on UNX Universe

OpenDocument Call Upgrade Workflow

�OpenDocument in SAP BusinessObjects XIR2� http://<server>:<port>/businessobjects/enterprise115/<platformSpecific>?sDocName=<doc Name>....

� http://olapserver1:8080/businessobjects/enterprise115/desktoplaunch/opendoc/openDocument.jsp? sDocName=ReportName......

�OpenDocument in SAP BusinessObjects XI3.1� http://<server>:<port>/OpenDocument/opendoc/<platformSpecific>?iDocID=<doc ID>....

� http://olapserver1:8080/OpenDocument/opendoc/openDocument.jsp?iDocID=1234

�OpenDocument in SAP BusinessObjects BI4.0


�OpenDocument in SAP BusinessObjects BI4.0� http://<server>:<port>/BOE/OpenDocument/opendoc/<platformSpecific>?iDocID=<doc ID>...

� http://olapserver1:8080/BOE/OpenDocument/opendoc/openDocument.jsp?iDocID=1234

�Option 1: Manual Approach� Update all OpenDocument references manually

�Option 2: Set up Redirect in Web Server� For BOE3.1 to BI4.0 migration,

� Redirect: ../OpenDocument/opendoc/openDocument.jsp

� To: ../BOE/OpenDocument/opendoc/openDocument.jspOpenDocument

� For BOXIR2 to BI4.0 migration,

� Redirect: ../businessobjects/enterprise115/desktoplaunch/opendoc/openDocument.jsp

� To: ../BOE/OpenDocument/opendoc/openDocument.jspOpenDocument

UNV to UNX Upgrade Workflow (Optional)

�UNX Universes � New in BI4.0

� Information Design Tool (IDT) creates UNX universes

�UNV to UNX conversation. � Convert UNV to UNX using IDT

� Verify the converted UNX

� Export the UNX to enterprise


� Export the UNX to enterprise

� Webi reports based on the UNV will not automatically start using converted UNX

� Manually update Webi report to use converted UNX

� OLAP UNV to UNX Conversion is NOT Supported

UNV to UNX Upgrade Workflow (Optional)

�Conversion of SAP BW UNV to UNX is NOT Supported

�Approach 1 (Preferred)� Continue to use XI 3.1 UNV as it is in BI4.0

� OLAP UNV is supported in BI4.0

� New development on the legacy Universe format, while supported, would probably not be an advisable investment


�Approach 2� Remap Web Intelligence reports to use native BICS connectivity

Converting Webi to consume UNX or Bex Workflow (Optional)

�Create BICS connection from IDT

�From BI Launch Pad, select report

�Modify Report

�Go to Data Access Tab > Change Source

�Select Query to be changed

�Change Data Source Wizard is launched� Select Specify a new data source


� Select Specify a new data source

� Select BICS connection

� On Object Mapping screen map objects

� Key figures would be mapped automatically

� Characteristics with “L00”, “L01”, … prefix would require manual mapping

� Map or Remove objects

� Exit Data Source Wizard for Data Source change to take place

�Repeat process until all Data Sources are changed

�Save Webi Report


Crystal Reports to Crystal Reports for Enterprise Upgrade Workflow (Optional)

�Converion of Crystal Reports 2008 or Crystal Reports 2011 to Crystal Reports for

Enterprise.� Create a UNX universe using IDT tool that has reporting elements

� Open Report in Crystal Reports for Enterprise

� You would be prompted to acknowledge upgrade is non reversible

� Select UNX Universe

� Map the report columns with UNX objects on Field Mapping Page

� Complete upgrade


Complete upgrade


Further Information

�Product Documentation� Product Availability Matrix (PAM), Release Notes

� Installation Guide , and Administration Guide

� Deployment Planning Guide, Master Upgrade Guide, and Enterprise Upgrade Guide

�Best Practices and Methodologies for Upgrading to SAP BusinessObjects BI4.0� https://portal.wdf.sap.corp/irj/go/km/docs/guid/80b93bff-1593-2d10-b594-fa907e146bcf

� https://portal.wdf.sap.corp/irj/go/km/docs/guid/90a018a0-27d0-2d10-289a-e97c57c46bfa

�Deski to Webi


�Deski to Webi� http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intelligence+to+Web+Intelligen

ce

� http://www.sdn.sap.com/irj/scn/events?rid=/library/uuid/104bce28-3423-2e10-b086-9720e9183a9d

�BOPedia Forum� https://cw.sdn.sap.com/cw/docs/DOC-124167

� https://cw.sdn.sap.com/cw/docs/DOC-139541



Thank You!

Contact information:

Dhirendra Gehlot

Business Analytics BI Competency Center

[email protected]

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