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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
© 2012 SAP AG. All rights reserved. 4 Confidential
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
© 2012 SAP AG. All rights reserved. 5 Confidential
More Information
For meeting and other information
visit:
www.chiboug.org
December 2013
SAP BI 4.x Migration/Upgrade Best Practices
and Success Stories
© 2012 SAP AG. All rights reserved. 7 Confidential
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
© 2012 SAP AG. All rights reserved. 9 Confidential
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
SAP BusinessObjects BI 4.1
What’s different about this release?
© 2012 SAP AG. All rights reserved. 10 Confidential
• 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)
SAP BusinessObjects BI 4.1
Summary of new features
© 2012 SAP AG. All rights reserved. 11 Confidential
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
© 2012 SAP AG. All rights reserved. 12 Confidential
Upgrade/Migration Best Practices
© 2012 SAP AG. All rights reserved. 13 Confidential
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
© 2012 SAP AG. All rights reserved. 14 Confidential
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
© 2012 SAP AG. All rights reserved. 15 Confidential
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.
© 2012 SAP AG. All rights reserved. 16 Confidential
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
© 2012 SAP AG. All rights reserved. 17 Confidential
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
© 2012 SAP AG. All rights reserved. 18 Confidential
3 - Upgrade/Migration Paths
© 2012 SAP AG. All rights reserved. 19 Confidential
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?
© 2012 SAP AG. All rights reserved. 20 Confidential
Resources – Helpful SAP sites
http://www.sapbusinessobjectsbi.com/upgrade/
© 2012 SAP AG. All rights reserved. 21 Confidential
Resources – Upgrade Guide Report
• Upgrade Guide Report
tailored for you
• Based on your BI
environment
• Key SAP Notes and
documentation links included
© 2012 SAP AG. All rights reserved. 22 Confidential
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
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
© 2012 SAP AG. All rights reserved. 25 Confidential
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
© 2012 SAP AG. All rights reserved. 26 Confidential
XI3 Landscape
SAP BW
© 2012 SAP AG. All rights reserved. 27 Confidential
Technical Environment
© 2012 SAP AG. All rights reserved. 28 Confidential
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
© 2012 SAP AG. All rights reserved. 29 Confidential
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
© 2012 SAP AG. All rights reserved. 30 Confidential
Example: BI 4.0 – Mobile App on iPad
© 2012 SAP AG. All rights reserved. 31 Confidential
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
© 2012 SAP AG. All rights reserved. 32 Confidential
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
© 2012 SAP AG. All rights reserved. 33 Confidential
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
© 2012 SAP AG. All rights reserved. 34 Confidential
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
© 2012 SAP AG. All rights reserved. 35 Confidential
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
© 2012 SAP AG. All rights reserved. 36 Confidential
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
http://www.sapbusinessobjectsbi.com/upgrade/
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.
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.
© 2012 SAP AG. All rights reserved. 38 Confidential
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
© 2012 SAP AG. All rights reserved. 39 Confidential
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
© 2012 SAP AG. All rights reserved. 40 Confidential
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
© 2012 SAP AG. All rights reserved. 41 Confidential
Platform Assessment Example
© 2012 SAP AG. All rights reserved. 42 Confidential
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.
© 2012 SAP AG. All rights reserved. 43 Confidential
Sizing Example
© 2012 SAP AG. All rights reserved. 44 Confidential
Architecture Assessment
Recommended Architecture
© 2012 SAP AG. All rights reserved. 45 Confidential
Pre-Migration Consolidation
© 2012 SAP AG. All rights reserved. 46 Confidential
Plan
© 2012 SAP AG. All rights reserved. 47 Confidential
Plan
© 2012 SAP AG. All rights reserved. 48 Confidential
Plan
© 2012 SAP AG. All rights reserved. 49 Confidential
Plan
© 2012 SAP AG. All rights reserved. 50 Confidential
Plan
© 2012 SAP AG. All rights reserved. 51 Confidential
Roadmap
High Level Planning
© 2012 SAP AG. All rights reserved. 52 Confidential
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
© 2012 SAP AG. All rights reserved. 54 Confidential
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
© 2012 SAP AG. All rights reserved. 55 Confidential
Tools – Selection
© 2012 SAP AG. All rights reserved. 56 Confidential
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
© 2012 SAP AG. All rights reserved. 57 Confidential
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
© 2012 SAP AG. All rights reserved. 58 Confidential
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
© 2012 SAP AG. All rights reserved. 59 Confidential
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
© 2012 SAP AG. All rights reserved. 60 Confidential
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
© 2012 SAP AG. All rights reserved. 61 Confidential
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
© 2012 SAP AG. All rights reserved. 62 Confidential
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
© 2012 SAP AG. All rights reserved. 63 Confidential
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
© 2012 SAP AG. All rights reserved. 64 Confidential
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
Tony.Alvarez@sap.com
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