streamlining & accelerating your migration to sap...

Streamlining & Accelerating Your Migration to

SAP BusinessObjects BI4

Fred Walther ([email protected])

Manager, Solution Consulting

APOS Systems

Streamlining & Accelerating Migration

Migration Trends

Key Migration Considerations

Customer Case Study

Best Practices

Advanced Migration Technologies

Agenda


APOS Systems Inc. formed in 1992

Business Intelligence solutions exclusively

Global customer base

SAP BusinessObjects Technology Partner of the Year

About Us


What version of Business Objects are you currently running?

The Move to Migrate

BI 4.1 = 5%

BI 4.0 = 20%

XI 3.1 = 70%

XI R2 or earlier = 5%

Recent APOS Webinar survey feedback.


When will you migrate?

The Move to Migrate

Currently Migrating = 20%

Next 6 Months = 35%

6-12 Months = 35%

More than a year = 10%



What version of Business Objects will you migrate to?

The Move to Migrate

BI 4.0 = 25%

BI 4.1 = 75%



Enable

Answers

on the Go

Deliver Self-

service BI to the

Entire Team

Get the most out

of your BI

Solution

Migration Drivers – Platform Capabilities

SAP’s BI 4 Migration Drivers


Migration Drivers – Maintenance Timelines

June 2011

XI R2

Dec 2015

XI 3.1

BI 4.x

…2017

Today Refer to: SAP BI Maintenance Support Strategy

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


Planning and Governance

Understand what’s new

Understanding the content of your BI environment

Environment Cleanup

Environment Sizing

Migration Process

Key Considerations


Planning and Governance

Planning

Hardware

Platform

Security

Tools and content

Execution approach

Governance

Change control

Issue and risk management

Communication

Key Considerations


Understand what’s new:

Semantic layer – UNX

Crystal Reports for Enterprise

Deski

64 bit environment

Mobile

Key Considerations


Where Is Your Application?

XI R2 / XI 3.x BI 4

Infoview BI Launch Pad

Dashboard Manager BI Workspace

Encyclopedia Replaced by Information Stewart

Performance Manager End of life

Discussions SAP StreamWork integration

Xcelsius SAP Dashboards

Voyager Analysis, Edition for OLAP

Import Wizard Upgrade Management Tool

Universe Designer Universe Design Tool

n/a Information Design tool

Desktop Intelligence End of life


Upgrading BI Clients

Complexity XI R2 / XI 3.1 BI 4 Upgrade Considerations

Crystal Reports CR 2011 and CR for

Enterprise

All reports are by default upgraded to CR 2011

Possible manual upgrade to CR Enterprise

to Desktop

Intelligence

End Of Life Convert to Webi or other format

Archive

Use the DeskI compatibility pack

Xcelsius 2008 Dashboards Flash files will continue to work

Conversion to new format is optional

Explorer Explorer Information Spaces based on Excel and UNV are

upgraded

toVoyager Analysis, edition for

OLAP

Some of workspaces will be upgrade to Advanced

Analysis, the others require manual changes

Web Intelligence Web Intelligence Fully upgraded

Additional work required beyond typical upgrade: Minor effort = Medium effort = Significant Effort =


Product Changes – BI Clients – Semantic LayerComplexity XIR2 / XI 3.1 BI 4.0 Upgrade Considerations

Universe Designer - UNV

format

No change None, universes and designer as in XI

3.x

n/a Information Designer –

UNX format

Relational UNV can be converted to

UNX

OLAP UNV have to be re-created in

UNX (future version will support

conversion)

Mobile Integrated in BI 4.0 Local content moved with upgrade

manager

3.1 and BI 4.0 may coexist (2 client

versions on the device)

Parameters to be re-set or copied

Query as a Web Service

(QaaWS)

No change QaaWS will continue to work

Upgrade Manager will detect

dependencies to universes (UNV)

Dashboards on QaaWS will continue to

work



Upgrading BI Platform ComponentsComplexity XI R2 / XI 3.1 BI 4 Upgrade Considerations

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

Audit New audit schema Historical audit data is not kept

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

May take a while at first startup



Maintenance Model for BI 4.0Aligning with Standard SAP Terminology

XI 3.x Term BI 4.x Equivalent BI 4.x Contents BI 4.x Frequency

Service PackMinor Release

(MR)

Support Pack contents +

• Selected new features

• Selected new platforms (development

and validation)

• Priority 3 or more complex customer

corrections

• New languages

• Complex internal corrections

Every 12-18 months for 5 years

No new minor version after the final

release in the 5th year

FixPackSupport Package

(SP)

Patch contents +

• Priority 2 issues

• Internal corrections

• New platforms (validation and minor

corrections)

• Small enhancements

0-4 years: every 3-4 months

5-7 years: every 6 months

Limited

Availability

Fix

Critical Patch

(CP)

Urgent customer corrections

• Priority 1 issues

• Top Priority 2 issues

Every 3 weeks


Understanding the content of your BI environment

Users, Groups,

Folder Security,

No. of Reports, No. of Instances, file sizes

Scheduled Reports

Unused reports

Inactive Users

Key Considerations

Users

User Groups

Folder Security Instances

Reports


Environment Cleanup

Delete Duplicate Reports

Delete unused reports

Archive older instances

Opportunity to build Governance processes

Key Considerations


Environment Sizing

What hardware will I need to make the system work properly

64 bit architecture

Generally more hardware is required (RAM especially)

www.sap.com/bisizing

Physical servers or VM?

Windows or Linux?

Key Considerations


Migration Process

How will we do it – all at once or Dept. by Dept.

Who will do it – do I have a team

When will it happen – what’s the best time to do it

Key Considerations


Have a PlanMilestone 1 M2 M3 M4

Planning

Design

Implementation

Cutover

Go Live

Plan a couple dry-runs and sufficient

lead time for issues resolution


Cutoff Plan

7

1

Pre

vio

us

(XI R

2 o

r X

I 3.x

)

syst

em

TIME

TO LOCKDOWN A DEPARTMENT FOLDER, MODIFY FOLDER RIGHTS

Previous (XI R2 or XI3.x)

BI 4

.0 s

yste

m

BI 4.0 SYSTEM BI 4.0 SYSTEM

Previous (XI R2 or XI3.x) Previous (XI R2 or XI3.x)

6

2

Freeze the

Folder department

A and upgrade it

3

FREEZE B AND

UPGRADE IT

4

BI 4.0 SYSTEM BI 4.0 SYSTEM

FREEZE n AND

UPGRADE IT

5


1. XI R2: explicitly deny view objects rights

2. XI 3: create a custom access level and explicitly deny view objects rights

BI 4.0 SYSTEM



Large pharmaceutical services companies

Serving global markets

Multiple divisions within the enterprise

Customer Scenario

“Effective Health Inc.” – “EHI” **

** EHI not real name of customer.


Multiple Business Objects deployments across the Enterprise

Variety of business entities / units served

SAP BusinessObjects content

Effective Health Inc. – BI Environment


SAP BusinessObjects content

Crystal Reports - heavy usage

Web Intelligence

Xcelsius / Dashboards

Explorer for HANA

Analysis for OLAP

Future content plans

Reduce emphasis on Crystal Reports

Increase adoption of Universes and Web Intelligence

More ad hoc, real-time, self-service capabilities

Effective Health Inc. – BI Content


Business Intelligence Competency Center (BICC) = 2

BI Development & Support = 6

Admin = 4

EHI SAP BusinessObjects Team


Effective Health Inc. – BICC Functional Areas

Business

Intelligence

Program

Create and

maintain

overall BI

strategy

Research and

evangelize

tools and

techniques

Develop and

promote

standards and

best practices

Training and

mentoring

License

management

Gather and

share

knowledgeVendor

relationship

management

Drive

Business and

IT

partnerships


SAP BusinessObjects environment metrics

# of users: Internal – 1297, External – 3249

# of Crystal: Internal – 9255, External – 1138

# of Webi: Internal – 7612, External – 261

# of Universes: Internal – 255, External – 29

# of Schedules: Internal – 4581, External – 667

# of instances kept: 30 per report

Effective Health Inc. – BI Environment


Enhanced mobile capabilities

UNX Universe – multi-source capabilities

Enhanced Explorer, Web Intelligence capabilities

Integrated user experience across the suite of products

System monitoring and improved Auditing

Migration Drivers for EHI


Understanding the content of your BI environment:

Number of users > 4,500

Number of reports > 18,000

Report usage and frequency – used 3rd party tools to determine usage

Active/inactive users - used 3rd party tools to determine usage

Environment scaling:

Rationalizing hardware elements – 6 production servers

Key Challenges for Effective Health Inc. (EHI)


Development:

Universe consistency and accuracy – low confidence in universes

Crystal Reports development methodology – allowed Command files which led to many inefficiencies

Business Processes

Scheduling – had many running scheduled reports that were not being used any more – users just blocked e-mail

Key Challenges for Effective Health Inc. (EHI)


Content cleanup

They were able to reduce the number reports that needed to be migrated

Governance

Redesigned business processes regarding scheduling and report design

Training

BI Admins, Designers, End Users as departments are rolled out

Platform architecture

Client was able to reduce hardware footprint after rigorously analyzing their 3.1 deployment. This is unusual as 4.1 tends to need more.

Standardized on a Windows platform in order to better make use of AD authentication & SharePoint integration

Upgrade approach

Client took the incremental approach in order to leverage Lessons Learned from each Business Unit that was migrated

Planning Considerations for EHI


Planning & Governance

Rationalization & Environment Setup

Implementation

Cutover

Go Live

Migration Process for EHI

Rationalization &

Environment

Setup

Implementation

Phase 2

Phase 1

Phase 3

Cutover

Phase 4

Go-Live

Phase 5

Planning &

Governance


Plan, plan, plan

Know your environment

Clean up content & migrate only what is necessary

Establish governance processes

Best Practices as Identified by EHI


Plan, plan, plan

Know your environment

Clean up content & migrate only what is necessary

Establish governance processes

Automate wherever possible

Put tools and strategies in place to maximize use of resources, simplify and automate time- and labor-intensive tasks, and accelerate your project

Best Practices


APOS Solutions for MigrationSimplify and accelerate migration to SAP BusinessObjects BI 4


SAP BI 4


System structure, system performance, and system planning

System Structure Analysis

Complete inventory of system objects, instances, schedules, users

Enhanced usage and activity analysis

System metadata and structure analysis

Enriched, integrated reporting with BO Audit data

Enhanced security auditing

System Performance Analytics

Usage trend/pattern analysis

Inefficiencies & bottlenecks identification

Process & service performance tracking

Instance schedule failure tracking and alerts

System Planning

"What-if" Impact analysis

Report design analysis

Content structure and usage analysis

Universe structure and connectivity analysis

Pre-Migration planning

Post-Migration auditing and validation

Migration Impact

•System usage analysis

•Inventory system for migration planning

•Pre and Post migration system analysis for migration validation

•Impact analysis to understand which reports will be impacted by the migration

APOS Insight


High volume conversion of universes from UNV to UNX

Convert Universes from UNV to UNX in bulk

Log conversion process

Prepare UNVs for conversion

Change connection information, location (folder/server)

APOS Converter for BI 4 Universes


APOS Converter for BI 4 Universes


High volume repointing of Web Intelligence reports to new UNX universes

Re-point Web Intelligence reports from UNV universes to UNX universes

Update existing reports or create a new copy in the desired location and naming convention

Convert UNV to UNX and re-point Web Intelligence reports in a single, two-phase process

Log conversions and issues

APOS Migrator for BI 4 Web Intelligence


APOS Migrator for BI 4 Web Intelligence


Convert reports to Crystal Reports for Enterprise

Bulk conversion of Crystal Reports from CR 2011 to CR Enterprise

Supports reports using direct connection to database

Log conversions and issues

APOS Migrator for BI 4 Crystal Reports


APOS Migrator for BI 4 Crystal Reports


Publishing and scheduling of Desktop Intelligence content in BI 4.1

Single-pass and multi-pass bursting for Desktop Intelligence using the DCP

Enables a number of report instance destinations including BI 4.1 repository

Migrating existing Desktop Intelligence scheduled instances from previous versions of SAP BusinessObjects to be utilized in BI 4.1

APOS Publisher for DCP


Backup or archive reports and instances in previous versions of SAP BusinessObjects and restore them into target version 4.x environment

Restore backed up objects at any time and continue to backup and archive the source system and restore to the target system without interruption to either system.

Export instances to a neutral format like PDF or XLS and restore that format instead, or in addition to the original format.

Support for restoring instances as zipped instances into BI 4 to save space

APOS Storage Center for Migration


Convert REP instances from source system before restoring them in a format that can be viewed by all users in BO 4.1.

Restore REP objects from 3.1 environment directly to 4.1

Restore REP instances as agnostic instances into 4.1, letting users open the REP instances directly from the BI Launchpad with the Desktop Intelligence designer



Schedule Web Intelligence reports and reconstruct prompts from within .NET applications

Solves:

Missing Web Intelligence scheduling plug-in in .Net SDK

Missing Prompt information when Web Intelligence docs get saved

APOS .NET Plug-in for Web Intelligence


Export Web Intelligence reports to HTML for consistent user experience

APOS Publisher


APOS Publisher


Automated administration and management

Schedule Management

Create batches of reports

Schedule multiple objects at once

Change multiple properties easily

Instance Management

Search by multiple properties (status, owner, Report ID)

Work with multiple instances at one time

Reschedule instances

Export properties to XML to APOS InfoScheduler

Object Management

High volume management of Objects settings and preferences

Manage users, groups and preferences

Universe Management

Security Management

Object Promotion

Structured PromotionCreate promotion packages

Automated scheduling of packages

Secure package delivery

Objects can have their properties pre-set

Migration Impact

•Prepare your source system for migration using bulk administration

•Manage and rebuild of your target system in bulk

•Rebuild your BI 4 security structure in bulk

•Rapid reconstruction of recurring schedules

APOS Administrator


Automated administration and

management

Administrator

InsightSystem monitoring and analysis

Storage CenterArchive, backup and selective restore

PublisherDocument Bursting, consolidation and

delivery

IDACIntelligent Data Access Control

MigrationSpeed and simplify migration processes

BI Mobile App

BI 4 Mobile Access for iPad/iPhone

APOS Solutions


Migration Webinar Series – This Fall

• What’s New in Web Intelligence for BI 4

• October 10: Gregory Botticchio, Solution Manager, SAP

• What’s New in Crystal Reports for BI 4

• October 31: Henry Kam, Solution Manager, SAP

• Guide to the BI 4.1 DCP (Desktop Compatibility Patch)

• November 24: Thomas Kuruvilla, Solution Manager, SAP


• Planning the BI 4 Upgrade

JC Raveneau, Sr. Director, BI Solutions, SAP

• The New Semantic Layer & BI 4

Pierpaolo Vezzosi, Director, Solution Management, SAP

• What’s New in BI 4.1

Ty Miller, Vice President, BI Solution Management, SAP

• The Business for Migrating to BI 4

Saskia Battersby; GM Solution Management - Agnostic BI, SAP

Deepa Sankar; Director BI Product Marketing, SAP

Recordings available at www.apos.com

Migration Webinar Series – Prior Sessions

http://www.apos.com/


Thank-you!

streamlining & accelerating your migration to sap...

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