bobjxir2 migration user group q106 v1 0
TRANSCRIPT
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Migrating
to
BusinessObjects XI R2
Migrating
to
BusinessObjects XI R2Business Objects User Group
Q1 2006
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Agenda
BusinessObjects XI R2 overview
Migrating to BusinessObjects XI R2
Recommended best practices and resourcesConclusion
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What’s New in BusinessObjects XI R2?
My Questions BusinessObjects Intelligent Question
New flash-based performance management analytics
Enhanced Web Intelligence query authoring and interactive viewing
Desktop Intelligence on the new platform
My Insight View ETL data lineage in Web Intelligence
Access both multidimensional and relational sources via thesemantic layer
One BI Standard
New BI lifecycle management capabilities New BusinessObjects Composer
Automated migration and conversion tools
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BusinessObjects XI R2 Key Capabilities
For Crystal customers…
1) The single, trusted platform
2) Dynamic and cascading prompts
3) Updated “ look and feel”
4) Performance management dashboards, scorecards,
engines, and applications
5) Crystal Reports universe access using the Business
Objects query panel
6) Tight integration with business views & universes7) Migration tools to migrate from previous versions
8) Unified, enterprise-class data integration (ETL)
Release 2
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BusinessObjects XI R2 Key Capabilities
1) The massively scalable BI platform
2) Fault tolerance and fail over
3) Component-based, service-oriented architecture
4) Central Management Console
5) Mature caching capabilities6) Ability to leverage LDAP and other security models
7) Embeddability - deep and wide SDKs
8) Discussions and report instances
For BusinessObjects 5.x, 6.x customers…
Release 2
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BusinessObjects Desktop Intelligence in XI R2
New name for the BusinessObjects full client
Protect existing investment in full client deployments No forced migration away from BusinessObjects reports (.rep)
Migration for documents, users, universes, etc.
Majority of existing functionality supported (no direct OLAP access)
New BI platform capabilit ies available Unicode data access
Historical report instances
Threaded discussions
Encyclopedia
Support for two and three-tier deployment options Full offline mode Client / server or 2-tier mode
3-tier mode (no automated download)
Workgroup mode
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View / Refresh Desktop Intell igence Reports Over the Web
Authored on the desktop and published to InfoView
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Full Unicode Access and Display in Desktop Intelligence
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BusinessObjects Web Intell igence XI R2
Increased query power Synchronized-multiple data providers
Combined queries using the ‘Union,’ ‘Intersect,’ and ‘Minus’ commands
Access to Essbase and MSFT OLAP data via universes
Sub queries and conditional queries based on object-to-object comparison
Edit SQL
Increased reporting power
Report and query ranking Custom sorts
Advanced formula functions and operators
Enhanced trust in information
View ETL technical metadata on a report
Automatically generated by BusinessObjects Data Integrator
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Crystal Reports XI Release 2
Significant enhancements and innovations were
delivered with Crystal Reports XI
No major functionality enhancements to Crystal Reports
with XI R2
Crystal Reports XI will be supported on BusinessObjects XI R2
There is no requirement to update to Crystal Reports XI Release 2
Using Crystal Reports with Microsoft Visual Studio 2005
Update available for Crystal Reports after the Visual Studio 2005release (planned by Microsoft in December 2005)
G l R hi “ Th O h 85%”
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Goal: Reaching “ The Other 85%”
I need answers to my business questions
Quickly and simply
Historically, I’ve had these options
See if the answer already exists in a report or
dashboard
Create a query or build a report to fit it
Ask a power user to build a reportBut mostly, I go with gut feel because
I don’t have time
I don’t know who to go to or where to go
I don’t know what I can ask
Introducing Intelligent Question
The business user’s information problem
B i Obj t I t lli t Q ti
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BusinessObjects Intelligent Question
The easiest way to ask
business questions
Information delivered to
new users
Where and how they work
Built on our patented
semantic layer
A M K P f I di t
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Access My Key Performance Indicators
New Flash and SVG analytics for Performance Management
Enhanced visualization
Even easier to understand
Visibility, transparency, snap-shot view
of leading and lagging indicators
Improved formatting
More interactivity and flexibility in
display and formatting optionsNew open goal framework
All M t E l d U d t d Wh t i H i
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Allow Me to Explore and Understand What is Happening
Powerful Enhancement to BusinessObjects Web Intelligence
Increased query power
Synchronized multiple data sources
Sub-queries
OLAP and relational sourcesEnhanced interactivity and analysis
Rich interactive viewing framework
Ranking, custom sorts
Improved formula language
Trusted insight with data lineage
down to source system
Live Office integrationOLAP Relational
One BI Standard: For All End User Requirements
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One BI Standard: For All End-User Requirements
Desktop Intelligence as a platform
service
Part of the proven and modern service
oriented architecture (SOA)
Low cost l ifecycle management
Tools to automate moving between
environments (dev, test, prod)
Enhanced system audit ing
New auditing universe and reports
Process Tracker and Encyclopedia
Delivered on all platforms and languages
One BI Standard: To Deliver End to End Projects
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One BI Standard: To Deliver End-to-End Projects
BusinessObjects Composer
Web-based tool to effectively
design ETL processes
Manage and plan data warehouse
projects
Project documentation and
collaborative design One place for all business and
technical personnel to collaborate
and track project progress
Validate and generate ETL
jobs with BusinessObjects
Data Integrator
Delivering Trusted Insight from all Information
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Delivering Trusted Insight from all Information
Introducing BusinessObjects Metadata Manager*
Integrate and consolidate disparate metadata into open
repository
Explore and understand metadata relationships with auditing
Impact analysis and data lineage form from source, to target, totools and users and data lineage
Choose relevant metadata objects to generate universes
* Targeted availabili ty Q1 2006
Agenda
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Agenda
BusinessObjects XI R2 overview
Migrating to BusinessObjects XI R2
Recommended best practices and resources
Conclusion
All Roads Lead to BusinessObjects XI R2
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All Roads Lead to BusinessObjects XI R2
Accelerating adoption of the single, trusted BI platform in 2005
Migrating to BusinessObjects XI R2 Benefits
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Migrating to BusinessObjects XI R2 Benefits
Reduced support and administration costs
Windows authentication
Mapping Windows domain users group automates account creation
Passwords are then managed by users
Security can de delegated to power users
Groups can be maintained outside of the BI system
Leverage pre-existing groups (including email distribution lists)
NT accounts better suited for SOX complianceSimplified security model
Easier to check user’s right with XI R2 CMC admin console
Auditing of all objects types Allows for more proactive clean up of content
Migrating to BusinessObjects XI R2 Benefits
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Migrating to BusinessObjects XI R2 Benefits
BI platform with better scalabili ty and performance
New life cycle management features to easily move between Dev,
Test and Production environments
New Web Intelligence helps move to a full webenvironment
Ranking and sorting
Multi data providers synchronized
Integration of Desktop Intelligence
Protect existing investment
Easier scheduling for end usersEncyclopedia helps users find the right report
Also avoids recreating reports that already exists
Migration is Not a Push Button Process
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Migration is Not a Push Button Process
Need to consider the deployment ecosystem, it’s not just about
moving repository resources
LDAP /
AD
Distributed
DeploymentsCompliance
PublishingCustom
Code
Calculation
Engine
Security
SSO
Release 2CE, 5.x, 6.x, AF
Need to Consider
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Need to Consider
Security
Report Assessment
Architecture Design
User Requirements Assessment
Report Conversion
Product End Of Life ManagementEPM Content
…….
Repository Changes
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Repository Changes
Faster access to resources
CMS
Repository
Users,groups and
profiles
V5/6RepositoryUsers,
groups andprofiles
Documentsand
UniversesFRS
(File Reposi toryServer)
Documentsand
Universes
Different Security Model
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Different Security Model
XI R2
Simplified security model: user centric vs resource centric
V5/V6
Architecture Changes
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g
Increased scalability and performance
BCAScheduler
SessionManager
Security Admin
SQLEngine
ReportEngine
Dispatcher
Storage
Manager
BusinessObjects V5/6
Repository
BusinessObjects XI
XI R2 Migration Tool: The import wizard
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Slide 28
g p
Automates update of documents, universes, businessviews, users (and security profi les), groups, categories,
and EPM content (dashboard and analytics)
The migration step is mandatory
Import Wizard can also be used for l ife-cycle
management
Release 2
CE 8.5+, BO 5.1.4 +, AF 6.1.b+ repository
XI R2 Report Conversion Tool
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p
To help convert full-client documents to WebIntelligence
And legacy Web Intelligence .wqy to current .wid format
update
Takes advantage of new Web Intell igence features
Allows for a full web based BI deployment
Easier to manage and maintain
Lower cost of deployment
The conversion step is optional
Agenda
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g
BusinessObjects XI R2 overview
Migrating to BusinessObjects XI R2
Recommended best practices and resources
Conclusion
Migration: a Mix of Technology and Methodology
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Migration works best with methodology
Technology provides automation Migration tool just helps move resources between repositories
Opportunity to review your exiting deployment Have your end-user requirements changed since you’ve last
deployed?
Is there more emphasis on EPM? Is there a greater emphasis on self-service?
How has the technical environment changed?
Has your infrastructure become more decentralized requiring more
web-based capabilities?
Is there more demand for data quality?
Why Migrate Obsolete Reports?
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IDC found that 71% of reports must be modified or
redone within 6 months of creation
28%Greater than 6 months
15%5-6 months
25%3-4 months
20%1 to 2 months
11%Less than 1 month
Percent ofReports
Average in months before a report oranalytic must be modified
28%Greater than 6 months
15%5-6 months
25%3-4 months
20%1 to 2 months
11%Less than 1 month
Percent ofReports
Average in months before a report oranalytic must be modified
Source: IDC and DMReview,
2003 compiled by Dan Vesset
of IDC in answer to question
“What would you estimate is the
approximate useful life of a
standard report or custom
analytic application before it
requires its first modification or
enhancement as a result of
changing information needs
driven by business?”
The 4 Phases of Moving to BusinessObjects XI Release 2
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Slide 33
1) Planning and assessment What products do you use?
What are your deployment options?
2) Installing the destination environment Install and test a XI R2 system
3) Importing content into BusinessObjects XI R2
Run the migration tool (the Import Wizard), using a copy of your repository
4) Post-migration validation and tuning
Check the migration tool log file
SDK-based customizations may need to be rewritten
Business Objects consulting services available
Migration Options
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XI Info View
Applications
Reports
Universe
Connections
Security
Users
XI R2
Incremental
Single pass
Applications
ApplicationsObjects
Objects
Security
Users
Legacy
Repository
XI Info View
Applications
Reports
Universe
Connections
Security
Users
XI R2
Applications
Applications
Objects
Objects
Security
Users
Legacy
Repository
Best Practices for Migration of Full Client
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Gradual approach Avoid the single pass option
Requires side by side install
Install full client 5.1/6.x and XI R2side by side on client desktop
Users can access both 5.1.x/6.x and XI
R2 repository during the transitionperiod
XI R2 can read legacy .rep
5.1/6.5 cannot read XI R2 .rep
Uninstall 5.1/6.x version
At the end of the transition period
5.1/6.xrepository XI R2 CMS
BusinessObjects5.1/6.x
DesktopIntelligence
XI R2
ImportWizard
The Import Wizard Links 5.1/6.x and XI Release 2
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5.1/6.x repository
CMS database
Import Wizard
5.1/6.x
XI FRS
Users and Info objects
unv, rep,
wid files
CorporateobjectsPersonal
objects
FRS = File Repository Server CMS = Central Management Server
Server-Side Installation
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BusinessObjects 5.1/6.x deployment
Login Repository
DataData fetch
BusinessObjects XI R2 deployment
Repository access requires a CMS server BusinessObjects Enterprise
Login Repository
DataData fetch
Desktop Intelligence
Migration of Full Client Documents
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Corporate documents (i.e., docs in a 5.1/6.x repository) .rep migration accomplished by the Import Wizard
Import Wizard opens rep files, updates universe IDs and saves them
to the new format
Local documents
Option 1: Upload local documents to the repository and run ImportWizard
Option 2: Open and save local documents with Desktop Intelligence -
Saving a doc with Desktop Intelligence automatically migrates it
Migrating from CE 8.5, 9, and 10
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Moving CR 8.5 to CR XI R2 Need to fine tune the reports after migration due to format change
LDAP
Configure LDAP wizard in XI R2 prior to migration
Clean up orphaned aliases in the source system
Update mapped 3rd party group via the CMC console
Customization with CSP Back up custom CSP pages
Begin to migrate CSP application to Java or .Net
For CE 10 web desktop (ePortfolio), select option on new install*Large scale deployment
Use incremental migration option
*Patch to be released
Migration Resources
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Migration page on www.businessobjects.com http://www.businessobjects.com/products/businessobjectsxi/migration.asp
Migration whitepaper, case study
Tech support web site
Migration guides, knowledge base articles, technical white papers
2005 Insight presentations
Training
Complete set of on line and classroom training http://www.businessobjects.com/services/training/migration_training.asp
Security and Administration courses are highly recommended
New features course for current users
Knowledge Accelerator
Business Objects consult ing
Migration assessment workshop
Migration services
Training to Support Transition of All Users
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Online and classroom training for administrators / IT BusinessObjects XI security and administration courses
Migration best practices training courses
Classroom training for end-users
BusinessObjects XI Release 2 new feature (delta) training
New product training – e.g. Web Intelligence report creation
Knowledge Accelerator for new products and
functionality Full customizable online training for end users
Cost effective model for introducing new functionality
Migration Services
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Support for planning and executing a successful migration
A full range of A full range of support includingsupport including
installation, conversion,installation, conversion,
testing andtesting andproduction servicesproduction services
Expert servicesExpert services
to comprehensivelyto comprehensively
scope, planscope, plan
and budget your and budget your migrationmigration
MigrationMigration
Assessment Assessment
WorkshopWorkshop
MigrationMigration
ServicesServices
Migration Assessment Services
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Specif ic to your planning
requirements
Workshop format with key
stakeholders
CustomerCustomer
DeliverablesDeliverables
• Identification of XI R2 benefits
and considerations
• Project time line
recommendations• Detailed Project Plan
• Training Development Plan
• Infrastructure Impact
• Security Impact
• Statement of Work and ProjectBudget
MigrationMigration
Assessment Assessment
WorkshopWorkshop
Migration Support Services
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Predicated on Migration
Workshop
Migration of Infrastructure,
Reporting and Custom
Development
Technical EducationInstallation, Testing and
Production Deployment
CustomerCustomer
DeliverablesDeliverables
• XI R2 Installation
• Repository Migration
• Semantic Layer Migration
• Security Implementation• Report Migration
• Full Client Document Migration
• Development Language
Migration
• Custom Utility Migration• Technical and End-User Training
• Project Management
MigrationMigration
ServicesServices
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Conclusion
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BusinessObjects XI R2 Integrated and innovative BI platform to meet all BI needs
Adds the BusinessObjects full client
Greatly enhanced Web Intelligence
Innovations and improvements throughout
We provide migration tools and services
Full migration support for BusObj V5.1.5 and up + CE 8.5/9/10 customers
Tools to help automate migration tasks
Services with best practices, proven approach, and repeatable processes
To ensure migration success and help you benefit from your new systemfaster
Get the full benefits of your BI investment
Protect your current investments
Unique opportunity to review your deployment and refine your BI strategy
Gain competitive edge with XI R2 innovative BI platform and capabilities