businessobjects xi r2 upgrade university of michigan administrative information services...
TRANSCRIPT
BusinessObjects XI R2 upgrade
University of
Michigan Administrative Information Services
BusinessObjects XI R2 Upgrade
Jeanne MackeyMAIS Data Delivery
April - May, 2007
April-May 2007 2BusinessObjects XI R2 upgrade
Agenda
• Introduction
• Relevant dates
• Licenses
• Benefits of XI R2
• Training and support resources
• Conversion of version 5 reports
April-May 2007 3BusinessObjects XI R2 upgrade
Agenda (continued)
• Getting started
• Demonstration of BusinessObjects XI R2
• Q & A
April-May 2007 4BusinessObjects XI R2 upgrade
Relevant Dates
• April 30: XI R2 go-live
• Now: Submit user reports to MAIS for conversion to XI R2
• September 17: Version 5 (current version) will no longer be available
April-May 2007 5BusinessObjects XI R2 upgrade
• BusinessObjects InfoView: The Web-based interface for running reports. Best choice if you only run and print reports and export to Excel.
• BusinessObjects Web Intelligence (WebI): The Web-based product for creating, editing, formatting, and drilling into reports.
Two Types of Licenses
April-May 2007 6BusinessObjects XI R2 upgrade
• How do I know which license I have? E-mail notification from MAIS Access
Services (4/27/07). Select New from the InfoView Home page. If
you see Web Intelligence Document as an option, you have a WebI license. If not, InfoView.
Two Types of Licenses
April-May 2007 7BusinessObjects XI R2 upgrade
BusinessObjects Version XI Release 2:
• Web-based—no more Citrix
• You can access your reports from home—or anywhere via Internet
• Will log in via Wolverine Access using Cosign and MToken
• Mac support (Safari)
Benefits of XI R2
April-May 2007 8BusinessObjects XI R2 upgrade
Benefits of XI R2
• If you only run reports, can get InfoView license with minimal or no training
• Reports categorized by both data area and business process
• Improved export to Excel or text file—retains formatting, exports data from all report tabs at once
April-May 2007 9BusinessObjects XI R2 upgrade
Training and Support Resources
• MAIS LINC: BusinessObjects XI R2 InfoView and
WebI Resources (Web page—search on “XI R2 resources”)
eLearning courses:DDE001: InfoView - Running
Predefined ReportsDDE002: WebI - Modifying
Predefined Reports
April-May 2007 10BusinessObjects XI R2 upgrade
• Instructor-led course: DD001: BusinessObjects WebI Ad Hoc
Reports (prerequisites are DDE001 and DDE002)
• MAIS Help Desk, Ph. (734) 936-7000 [email protected]
Training and Support Resources
April-May 2007 11BusinessObjects XI R2 upgrade
Report Conversion
• Must convert reports to run them in WebI• MAIS will convert all repository reports
and submitted user reports
• Submit your user reports now• The sooner you submit reports, the
sooner they will be returned to you. • The conversion process may take several
weeks due to high volume of reports (>10,000)
April-May 2007 12BusinessObjects XI R2 upgrade
Report Conversion
• Sending your version 5 reports to MAIS for conversion: New process—resubmit reports that
you sent last summer Send only appropriate (purged) reports
(refer to MAIS step-by-step procedure on submitting reports: www.mais.umich.edu/upgrades/download/boxi_submitrpts_ss.doc)
April-May 2007 13BusinessObjects XI R2 upgrade
Report Conversion
Sending a report for conversion: • Log in to U-M institutional file system (
www.mfile.umich.edu)
• Change to the following directory: /afs/umich.edu/group/presoff/mais/BusObjsUpgrade/ReportsToConvert/
• Create a folder with your uniqname
• Upload your version 5 reports
DEMO
April-May 2007 14BusinessObjects XI R2 upgrade
Report Conversion
• If you submit a report for conversion: MAIS will convert it, check for and fix common errors You will be notified via e-mail when it is available in
XI R2 (sometime after 4/30) You run and validate the report (compare with v.5) If any problems with converted report, you can:
Use MAIS tip sheet or Call the MAIS Help Desk
• See MAIS web site: www.mais.umich.edu/upgrades/boxi_rptconv.html
April-May 2007 15BusinessObjects XI R2 upgrade
Workstations
BusinessObjects-supported Browsers:
• PC: Internet Explorer 6 and 7
• Macintosh: Safari 1.3.x
April-May 2007 16BusinessObjects XI R2 upgrade
• In order for InfoView and WebI to run properly, your system administrator or you will need to change certain workstation settings.
• See MAIS Web site for details:www.mais.umich.edu/upgrades/boxi_workstationreqs.html
Workstation Requirements
April-May 2007 17BusinessObjects XI R2 upgrade
Getting Started
• Log in through Wolverine Access:University Business > Reporting > U-M Data
Warehouse (BusinessObjects)
• Log in with Uniqname Kerberos password MToken tokencode
April-May 2007 18BusinessObjects XI R2 upgrade
Getting Started
• When you log-in for the first time: Oracle password change screen Enter your current BusinessObjects
password (not Citrix) For everyone but DRDA PRISM users,
accept the default database Type and confirm new password Remember new password: you will need it
for version 5
April-May 2007 20BusinessObjects XI R2 upgrade
Certificates
• Accept this certificate (Always) if it appears:
April-May 2007 21BusinessObjects XI R2 upgrade
Demo of XI R2
• Recommended preferences
• Different views InfoView only Java Report Panel Interactive Mode Folders and Categories
• Reports are stored within XI R2--no longer on your workstation or network drive
• Four important folders
April-May 2007 22BusinessObjects XI R2 upgrade
Four important folders
• Personal (Favorites and Inbox)
• Public UM-Maintained Unit-Maintained User-Shared
April-May 2007 23BusinessObjects XI R2 upgrade
Public Folders
• UM-Maintained Formerly known as corporate documents or
repository reports
• Unit-Maintained Reports written and maintained by a unit and
made available to unit staff – will be implemented after go-live
• User-Shared “Free-for-all” area available to all users
April-May 2007 24BusinessObjects XI R2 upgrade
Public Folders
• User-Shared Reports written by WebI users. Anyone can save a report here that they
want to share with others. Purge data from report before saving. This folder is emptied at the end of each
month! Keep a copy in your Favorites of any report you save here.
April-May 2007 25BusinessObjects XI R2 upgrade
Storing and Sharing Reports
• Storing reports (no longer on your hard drive) Set up folders in your Favorites
• Sharing reports with others Send to BusinessObjects Inbox or Save report (purged of data) in User-Shared
folder
April-May 2007 26BusinessObjects XI R2 upgrade
Questions?
Answers will be posted at www.mais.umich.edu/upgrades/boxi_faq.html