September 9–11, 2013Anaheim, California

Enjoy the best of BI. Upgrade confidently to BI 4

JC Raveneau, Sr. Director SAP BI Solutions

LEARNING POINTS

Understand why you should upgrade and how to

communicate with your stakeholders

Planning best practices collected through upgrade

engagements

Useful resources

This session is about planning an upgrade

from XI3 to BI4

WHY UPGRADE TO BI 4

WHY UPGRADE TO BI 4

WHY UPGRADE?

Enable Answers

on the Go

Deliver Self-service

BI to the Entire Team

Get the most out of

your BI Solution

BI4 Upgrade Calculator available soon

Successful projects start with a good business case

MOBILE

SAP BusinessObjects

Mobile

SELF SERVICE

GET THE MOST OUT OF YOUR BI SOLUTION

SAP

HANA

Multi Source

Real Time

Available

Best on BWAgnostic

LEARNING POINTS

BEST PRACTICES FOR SUCCESSFUL UPGRADE PROJECTS

BEST PRACTICES FOR SUCCESSFUL UPGRADE PROJECTS

HAVE A PLAN

Milestone 1 M2 M3 M4

Planning

Design

Implementation

Cutover

Go Live

Plan a couple dry-runs and

sufficient lead time for issues

resolution

UNDERSTAND THE STRATEGY & PORTFOLIO

A lot has changed since XI3

Put the upgrade in context of your Analytics strategy

Collective Insight Updated Portfolio

INVENTORY & CLEANUP

Project & Risk control

Upgrading content that is not

needed increases risks and time to

upgrade

Governance

Limiting the proliferation of

universes and reports allows the

business to be more efficient

■ Fix or delete scheduled jobs that are paused or failed

■ Detect and delete un-used reports after checking with

users

■ Remove older report instances or un-used instances

■ Fix repository inconsistencies

Repository

Diagnostic Tool

Instance

Manager

Auditing

CMC

3rd Party Tools

Create a cleanup campaign

event and leverage your users

SCOPE MANAGEMENT

Separate the actual upgrade from new features

Prefer a staged upgrade

Existing XI platform

New BI 4.0 Platform

Upgrade Applications

Start new projects /w new features

Too many dependencies? Try:

- Users access multiple systems

& staged upgrade

- Plan a longer downtime and do

a full upgrade

BI UPGRADE PROCESS

Upgrade

ManagerMove One Application Verify

accuracy and

layout. Adjust

Promote

with LCM

Explore advanced options offered

by the UMT in command line

UPDATE YOUR SKILLS

ADMINISTRATION

Architecture design

Sizing

Upgrade process

LCM process

Portal & customization

BI APPLICATIONS

Choice of client tool

Data Federation

Access to SAP BW

OpenDocument & drill-

through

Portal and workspaces

OPERATIONS

Setup & Configuration

Tuning

Backup & Restore

Traces & Diagnosis

Audit & Monitoring

Updates and patching

BI 4.x is DIFFERENTXIR2, XI 3.x best practices MAY NOT

APPLY

Don’t forget user training either

ARCHITECTURE & SIZING

UPDATED Architecture

Review SYSTEM blueprint

New TUNING procedures

Different SIZING

HAVE A TEST STRATEGY

On SANDBOX in the

planning phase

On TEST in the

validation phase

■ IT and developers

■ Discover & learn

■ Dry Run various upgrade scenario

■ Identify possible roadblocks

■ Estimate effort and project timeline

■ IT and Business

■ Security

■ A good 20% of the content spawning across design principles

■ 100% of strategic BI applications

■ The top 50+ most used BI artifacts

■ Joint IT & Business

■ Load testing (possible in TEST if same specs)

■ Subset of the validation phase

■ Obtain green-light for the business

On PROD in the

acceptance phase

Import content from

your QA XI system. It’s

a read only procedure

RESOURCES

RESOURCES

GET READY WITH SUPPORT

Don’t wait, ANTICIPATE !

SETUP Support Services

• CIC : http://service.sap.com/contact-bosap

• Brochure : http://service.sap.com/~sapidp/011000358700000905192010.pdf

Enable remote supportability

• http://service.sap.com/remote-supportability

Leverage your Premium contract

• http://service.sap.com/supportofferings

GET HELP

Talk to your account team

They can help identify resources and best course of action

They’re your partner, at minimum they need to be aware

Evaluate consulting

Almost always the best choice with upgrade scenarios

Multiple options: assessment, packaged services, a la carte

SAP or Partners

Check your support contract

Go-live safeguarding services may be included

You will only upgrade to BI 4 ONCE They have the EXPERIENCE

USEFUL LINKS

Let’s make it simple

www.sapbusinessobjectsbi.com

www.sap.com/bisizing

www.sap.com/learnbi

www.sap.com/bipatternbooks

KEY LEARNINGS

Get executive and business sponsorship with a

solid business case

BI 4 is not ‘just the next version’

Position the upgrade in your BI strategy, understand the

portfolio and roadmap

Take time to understand BI 4 and update your skills

Plan

Architecture, sizing and some IT processes have to be

updated

You don’t know what you don’t know

Get help

Thank you for participating.

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via the event mobile application.

SESSION CODE: 0912

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