december 13th 2013 - chiboug€¢ restful services, sl authoring, webi, mobile, ... • oracle...

December 13th 2013

Concordia University Chicago

www.chiboug.org

© 2012 SAP AG. All rights reserved. 2 Confidential

Agenda

9:00 – 10:00 SAP on Migration Best Practices and Success Stories

10:00 – 10:45 Auditing, Monitoring and System Health Best Practices

10:45 – 10:55 Networking Break

10:55 – 11:30 OLAP Data Access Options and Best Practices

11:40 – 12:00 Round table discussion on Scheduling/Publications

Thank you

Mikan Associates

Concordia University Chicago

SAP Business Objects

EV Technologies

Chicago Business Objects Steering Committee


Steering Group Committee

Gagan Singh Zurich North America

Jabir Patel CME Group

Steve Rademacher BP

Jose Hernandez Dunn Solutions Group

Tim Rodine TCR Solutions

Deb Szott Allstate Insurance

Dave Weiland University of Chicago

Tracy Ring Deloitte


More Information

For meeting and other information

visit:

www.chiboug.org

http://www.businessobjects.com/events

December 2013

SAP BI 4.x Migration/Upgrade Best Practices

and Success Stories


The information in this presentation is confidential and proprietary to SAP and may not be disclosed without

the permission of SAP. This presentation is not subject to your license agreement or any other service or

subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this

document or any related presentation, or to develop or release any functionality mentioned therein. This

document, or any related presentation and SAP's strategy and possible future developments, products and

or platforms directions and functionality are all subject to change and may be changed by SAP at any time

for any reason without notice. The information in this document is not a commitment, promise or legal

obligation to deliver any material, code or functionality. This document is provided without a warranty of any

kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness

for a particular purpose, or non-infringement. This document is for informational purposes and may not be

incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except

if such damages were caused by SAP´s willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results

to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-

looking statements, which speak only as of their dates, and they should not be relied upon in making

purchasing decisions.

Legal disclaimer

Agenda

SAP BusinessObjects BI 4.1

Upgrade/Migration Best Practices

Customer Adaption Success Stories

Q/A


Support of both net new and

updated platforms

Focus on quality and innovation

deserving of a professional

grade BI platform

New capabilities around self-

service, dashboarding and mobile BI

First point release of SAP’s market leading

Business Intelligence

Suite

4.1

All existing XI R2 and XI3

customers can migrate to this

newest platform of SAP’s BI

Suite

Core stability and capability improvements

from new innovations to

incremental product

advances from 4.0 to re-

introduced features from

XI3


What’s different about this release?


• SUP 2.2 & SUP cloud support

• QR Code & Barcode Scan Support

• Android for WebI & Dashboards

• Single Sign-on

• Automatic universe generation

on HANA views

• Crystal Reports direct access to

Analytic & Calculated Views

incl. hierarchies & variables

• RESTful Services, SL

Authoring, WebI,

Mobile, Mobile

Dashboards, etc.

• Offline mobile

and desktop

dashboards

• More visualizations

• Simplified deployment

and migration tools

• More Multi-tenancy

features

• RTL in CR, WebI,

Launchpad & Mobile

• Oracle Exadata,

Oracle OLAP, Oracle

Essbase, Hadoop on

Amazon Elastic

MapReduce, Teradata

14, Teradata OLAP,

OData, XML, Web

Services

• Variable Variant

Support (A OLAP,

Design Studio)

• Publishing (A Office)

• Convert analysis to

Mobile (A OLAP, A

Office)


Summary of new features


Why Move to 4.x

New Engaging Experiences

• Advanced Mobile Capabilities

• Improved Charting

• Enhanced Searching

• Multi Source Universe

Lower TCO

• Simplified Administration

• 64bit

• Improved Auditing and Monitoring

End of Life on Support

• XI R2 – End of Maintenance June 2011

• XI 3.0 – End of Maintenance March 2013

• XI 3.1 – End of Maintenance Dec 2015


Upgrade/Migration Best Practices


Milestone 1 M2 M3 M4

Plan your Upgrade

Planning

Design

Implementation

Cutover

Go Live

TYPICAL UPGRADE TIMELINE

Considerations Before Upgrading

Assessment – magnitude of project

Time and Deadlines

Resources (IT/HW)

Down time

Training

Backup

Consider in flight development


Review each component of the

landscape to define the appropriate

strategy (PAM)

Guidelines are provided in this

presentation

Understand the upgrade path for

each product you are using

Checklist – Upgrade Considerations

1 PLATFORMS Platforms supported with BI 4 change

Architecture expansion - servers are now

64 bit OS

3 VERSION UPGRADE PATH Newer systems have a direct upgrade

path

Older systems may require extra steps

2 PRODUCT CHANGES Some features may be staged to a later

BI 4 release

Some products are deprecated or

replaced


SAP BusinessObjects 4.1 is different

BI4 is all 64-bit:

BOE 3.1 was designed to squeeze the whole suite within a 32-bit architecture

BI4 is designed to take advantage of modern hardware and RAM (64-bit addressing)

BI4 is architecturally different than 3.1:

BOE 3.1 was a collection of applications with their own connectivity stacks

BI4 components share a new common Semantic Layer for data connectivity

BI4 is bigger because it includes new services and applications:

BI4 is designed for modern infrastructure – don’t expect to run on the same hardware

BI4 is designed as a first-class and highly integrated SAP client for BI

BI4 has new components – Analysis, new monitoring, native SAP BW connectivity, etc.


The BI4.0 architecture has changed

All servers need to be installed now on 64 bit OS

only

Are your third parties compliant to 64 bit OS ?

1- Platforms

Third parties as /

infrastructure like

« reverse proxy,

Authentication model ,

JVM…»

OTHER COMPONENTS

Application Server

Front-End

FRS

BOE Server

Back-End

CMS DB

Review New 4.x Sizing

Return


Complexity XI R2 / XI 3.1 BI 4.0 Upgrade Considerations

Binaries New binaries The full landscape has to be re-installed

Audit New audit schema Historical audit data is not kept.

Need to plan for a workaround

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 Xcelsius

N/A Encyclopedia /

Discussion End of Life No upgrade

N/A Performance manager End of Life No upgrade

Search New search technology The search index will be re-built in BI 4.0

2 - Product Changes - BI Platform Components

ADDITIONAL WORK REQUIRED BEYOND TYPICAL UPGRADE

MINOR EFFORT = MEDIUM EFFORT = SIGNIFICANT EFFORT = Return


3 - Upgrade/Migration Paths


Checklist - Upgrade Considerations

Review your options and needs.

4 SECURITY UPGRADE Should you carry over the existing users

and associated security ?

Should you take the opportunity to do

some redesign ?

Recommendation to at least do

some cleanup before upgrading

5 CONTENT INVENTORY AND

CLEANUP Should you upgrade all the content or

take the opportunity for some cleanup?

Review the pros and cons

depending on your own constraints

Consider a pilot for full system

upgrades

6 FULL SYSTEM VS STAGED

UPGRADE Upgrade the entire system

Or upgrade one department / group at a

time

Obviously yes! Test your upgrade on

a sandbox 7 ACCEPTANCE / VALIDATION

Should you test the upgrade process?


Resources – Helpful SAP sites

http://www.sapbusinessobjectsbi.com/upgrade/



Resources – Upgrade Guide Report

• Upgrade Guide Report

tailored for you

• Based on your BI

environment

• Key SAP Notes and

documentation links included


Links for more information

sap.com/upgradebi

sap.com/learnbi

sap.com/bivirtualization

sap.com/bisizing

service.sap.com/roadmap

How to Select the Right BI Tool for Your Environment

SAP’s Release Strategy for Major Releases of SAP BusinessObjects BI

http://sap.com/upgradebi

http://sap.com/upgradebi

http://sap.com/LearnBI

http://sap.com/LearnBI

http://sap.com/bivirtualization

http://sap.com/bivirtualization

http://sap.com/bisizing

http://sap.com/bisizing

http://service.sap.com/roadmap

http://service.sap.com/roadmap

http://scn.sap.com/docs/DOC-38981

http://blogs.sap.com/analytics/2011/07/27/demystifying-standard-sap-support-for-major-releases-of-sap-businessobjects-bi/

http://blogs.sap.com/analytics/2011/07/27/demystifying-standard-sap-support-for-major-releases-of-sap-businessobjects-bi/

BI4 Upgrade – Customer Stories

BI Solutions, Adoptions and Customer Success

Large CPG Customer Leverages SAP BusinessObjects BI in all areas of the business

The data source is SAP BW

Upgrade driven by the customer BI Center of Excellence


Context

Top 10 IT innovator per InformationWeek

Information Technology seen as a competitive advantage

Always looking at new solutions to gain an edge on the business

Wanted to benefit from BI4 innovations ASAP


XI3 Landscape

SAP BW


Technical Environment


Why SAP BI 4.0?

Business Drivers • Enhanced mobility : Marketing needed reports on

iPad • Enhanced Explorer experience with Exploration

Views

• Improved overall performance: run-time reduced by half on basing our Webi reports of BICS


Why SAP BI 4.0?

Technical / IT drivers • Streamlined authoring. Direct BICS access from all

clients.

• Auditing and usage. 3.1 had no option, to analyze usage

of Dashboards/Webi

• Built-in Monitoring. Expected gains on availability and

performance of the platform


Example: BI 4.0 – Mobile App on iPad


Upgrade Strategy Used

Existing XI 3.1 platform

New BI 4.0 Platform

Upgrade Applications

Start new projects /w new features

Benefits

• Better risk management

• Virtually no down time

Drawbacks

• Two environments to manage

• Users may have to connect to two different systems


Process used for each Application

Upgrade

Manager Move One Application Verify

accuracy and

layout. Adjust

Promote

with LCM

1. A Business application is selected

for upgrade

2. Upgraded to a TEST environment

and thoroughly tested

3. Once accepted, the application is

promoted to PROD


Lessons Learned

Decoupling the technical upgrade from the new features was a good choice • Iterate on small cycles

Installation and configuration

• Some changes from XI 3.x, read guides and best practices (Better Interface/GUI/speed)

Upgrade management tool and Life Cycle Management

(Promotion Management) performed as expected • Dashboards and Web Intelligence documents


Lessons Learned

We had to patch the system multiple times

• Best to use virtualized systems at least for

sandbox/test

• Reach stability before full production setup

• We stabilized on 4.0 SP04

Worked around a few glitches

• Dashboards fonts, WebI scheduling

• Faster to modify or rebuild than investigate & fix

Weekly project meeting with SAP was helpful

• Discuss strategy and open tickets

• Help speed up the process and make better

choices


Key Takeways

• Latest technology best serves business requirements

and helps CPG Customer maintain competitive

advantage

• XI 3.1 applications could be safely upgraded with BI

4.0 SP04 (4.1 update planned)

• Upgrading one application at a time was key to

managing the few hiccups encountered

• Best to get help from SAP, through ramp up or regular

services


Your path to BI 4

Direct from XIR2 or XI 3.x

Free for customers on Maintenance contract

Existing content works ‘as-is’, NO migration involved

Dedicated Upgrade Management tool

Key Upgrade Information


Help is available from SAP and partners

Standardized upgrade services from SAP

Upgrade services and tools from partners

Check out SAP Rapid Deployment Solutions

Resources and services bundled in a package

Solutions available for Mobile, BI 4 adoption and BI 4

with HANA.



http://www.sap.com/solutions/rapid-deployment/index.epx

Middle East Oil & Gas The BI community will be around 4000 by the end of 2015.

The target is to have a BI environment that is 24/7 available

Upgrade driven by SAP Services.


BI Applications

Existing BI environment based on the Crystal Reports / Business Objects suite

and is using:

Crystal Reports

WebIntelligence

Xcelsius

Need to incorporate the following new tools within the architecture

Explorer – incorporate in arch with min. requirements

BI Mobile – incorporate in arch with min. requirements (NOT Afaria)

Information Steward (BOMM part)

Need to align the new BI platform also for

Data Services 3.2 SP6


Top Reasons For Upgrade

Keep up with the latest technology and capabilities

Consolidation of different platforms (CR9, XIR2 and BOXI3.x)

One Stable Integrated Platform for multiple reporting and Analysis tools:

WebI, Crystal, Analysis, Xcelsius

Flexible Server based platform

Basic clustering, fail over and load balance

More powerful scheduling possibilities

Single & Multi pass Report Bursting

Event & Calendar based Scheduling

Obtain the WebIntelligence Functionalities

WebI Rich Client: Off Line mode, reporting on Personal Data Providers,

Data Tracking, Data Synchronization

Direct connection to Bex-queries


Technical context

Implement SAP Authentication

Implement Single Sign On for Windows AD

Implement the Audit /Monitoring Functionalities

Need of project approach: DEV ; QA ; PROD

Integrate LCM with CTS+

SAP Netweaver Portal Integration

SharePoint integration

Sizing


Platform Assessment Example


Full Assessment leads to a Recommended

Software Platform

SAP BusinessObjects BI 4.0 SP02 Patch 16 (BI Mobile is included)

SAP BusinessObjects Explorer 4.0 SP02 Patch 16

SAP BusinessObjects Data Services 4.0 SP2 Patch3

SAP BusinessObjects Information Steward 4.0 SP2 Patch 3

SAP Hana Appliance 1.0 SP3

SAP BW 7.3

To be adapted with FP3 or SP4 when it will be released.


Sizing Example


Architecture Assessment

Recommended Architecture


Pre-Migration Consolidation


Plan


Roadmap

High Level Planning


Cost estimates (days)

CPG Customer in APJ Upgraded from SAP BusinessObjects XI3.1 to SAP BusinessObjects BI4.0

Upgraded from SAP BW 7.01 to SAP BW7.30

Key benefits are:

Estimated ROI – 207% over 5 years

Mobile BI applications – Rolled out to Exec

Enhanced Self-Service BI capability


The Challenge – A Compelling Business Case

July 2010 Corporate Demerger (former parent company )

Just get it done by October 2011!

12 Years of shared IT systems and service

SAP BW implemented in 2000 – Version 1.x (?)

SAP BW 7.01 and SAP BusinessObjects XI R 3.1

Many Legacy Issues

Lack of confidence in BI initiatives and delivery

Smaller BI Team

Do more with less

Cost-Obsessive Business

Transition BEFORE Transformation


Tools – Selection


Tools – Selection:

Choosing the right tool for right purpose / scenario

SAP Business Warehouse 7.3

Supported existing BEx investment (addiction)

Predominantly 3.x Workbooks

Suited our skill set

SAP BusinessObjects BI 4.0 SP4

Integration with BW

WebI – BICS connection – self-serve

Crystal 2011 – highly formatted reports

SAP BusinessObjects Explorer – data exploration

(POC)

SAP Mobile BI 4.0 – iOS and BlackBerry

Tablet-Friendly


Landscape Starting Point - XI 3.1

ERP Production

BW Production

7.01

Data flow

Telephony

Data Integrator

External

Customer

Data (CSV)

Other DB

Systems

BEx WAD

BEx

Workbooks

Crystal

WebI

Dashboard

Manager B

W Q

uery

CSV files

from HFM

Orica BO

Data Mart

BO

Explorer

BO

Un

ive

rse

BW APD

Lotus

Notes

ERP Production ERP Prod

LE

I

Desktop

Laptop

BO

Production XI R3.1


Landscape Phase 1 – XI 3.1 & BI4.0 in parallel

ERP Production

Telephony

Data Integrator

External

Customer

Data (CSV)

Other DB

Systems

BEx WAD

BEx

Workbooks

Crystal

WebI

Dashboard

Manager B

W Q

uery

CSV files

from HFM

BO Data

Mart

BO

Explorer

BO

Un

ive

rse

BW APD

Lotus

Notes

ERP Production ERP Prod

LE

I

BW Production

7.3

BO Production

SBOP 4.0

Data Services

4.0

BICS

Data flow

BW Production

7.01

Production XI R3.1

Desktop

Laptop


Landscape Phase 2 – BI4.0 (after the upgrade)

ERP Production

Telephony

External

Customer

Data (CSV)

Other DB

Systems

BEx WAD

BEx

Workbooks

Crystal

WebI

Dashboard

Manager B

W Q

uery

CSV files

from HFM

BO

Explorer

BO

Un

ive

rse

BW APD

Lotus

Notes

BW Production

7.3

BO Production

SBOP 4.0

Data Services

4.0

Desktop

Laptop

BICS

Data flow


Landscape Phase 3 - Empowering users with Mobile BI

ERP Production

Telephony

External

Customer

Data (CSV)

Other DB

Systems

BEx WAD

BEx

Workbooks

Crystal

WebI

Dashboard

Manager B

W Q

uery

CSV files

from HFM

BO

Explorer

BO

Un

ive

rse

BW APD

Lotus

Notes

BO Production

SBOP 4.0

Data Services

4.0

Desktop

Laptop

Mobile

BICS

BW Production

7.3

Data flow


Benefit of BI4.0

Estimated ROI – 207% over 5 years

SAP BW/SAP BusinessObjects Upgrade costs

Support of legacy structures

Migration from legacy model

Future integration made easier

Ready for future technology

Mobile BI applications – Rolled out to Exec

Increased profile of BI

Capability to deliver more

Base-level user confidence

Self-Service BI


Benefit of BI4.0

Born of “mutual frustration”

Minimal IT input to deliver reports

Can be developed by non-IT Business Users

Identify the right users

Check your license agreement

Report consumers access reports based on security settings

Use drop-down boxes, etc., to select their area of interest

Business users can schedule their own reports

Use parameters and target them to a specific audience

No impact on transactional system

Make quality training available


People – Resource

Post-demerger – new, smaller team

Limited skills and resource

Supplement existing resource

Key Figures (people days)

342 days to re-implement SAP BW and SAP BusinessObjects (25% External)

95 Days for Mobile Dashboard and Reporting

BI Team

SAP Basis

BWContractor


What Did We Learn?

Beware the hidden costs of interfaces

Sometimes less is more

Train and engage key users

Data Warehouse structures can make reporting easier

Watch out for front-end patch levels (SAP GUI and BEx)

Read your license agreement carefully

Especially for “Self-Serve”

Number of “Business Expert” users

Questions?

Thank You!

Contact information:

Tony Alvarez

SAP Senior Solution Engineer

[email protected]

mailto:[email protected]

december 13th 2013 - chiboug€¢ restful services, sl authoring, webi, mobile, ... • oracle...

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