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Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin October 20, 2010 Session ID: BI212

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Page 1: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal

Presented By: Mustansir Saifuddin

October 20, 2010

Session ID: BI212Session ID: BI212

Page 2: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Agenda

• The new face of BI …. With BOBJ• Available Tools and Integration Points• Project Approach and Resource Requirements• BEX Queries and OLAP Universe• Deploying a Dashboard• Portal Integration and SSO• The Experience

Page 3: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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SAP Landscape with Business Objects

ECC

Financials Operations Human Resources Logistics

Corporate Services

ECC

Financials Operations Human Resources Logistics

Corporate Services

CRMCRM SCMSCM

SRMSRM PLMPLM

SAP Business SuiteSAP Business Suite

EPMEPM GRCGRC

Ente

rpris

e Ap

plic

ation

sEn

terp

rise

Appl

icati

ons

3rd-Party Databases and Applications3rd-Party Databases and Applications

SAP NetWeaver Business Warehouse

SAP NetWeaver Business Warehouse

Open HUBOpen HUB Process IntegrationProcess Integration

SAP NetWeaver BW Accelerator

SAP NetWeaver BW Accelerator

Master Data Governance

Master Data Governance

Master Data Management

Master Data Management

SAP NetWeaver PortalSAP NetWeaver Portal

SAP BexQueriesExcel AnalyzerWeb Analyzer

SAP BexQueriesExcel AnalyzerWeb Analyzer

Lifecycle Managem

entLifecycle M

anagement

SAP NetWeaverSAP NetWeaver

ContentExtractorsContentExtractors

Information Access

Information Access

Information Foundation

Information Foundation

Me

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ata

Ma

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ge

me

nt, In

form

atio

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ifecycle

Ma

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me

nt

Me

tad

ata

Ma

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ifecycle

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SAP NetWeaver Business WarehouseSAP NetWeaver Business Warehouse

Data ProfilingData Profiling Data Services ETL/DQ

Data Services ETL/DQ

Data Federator

Data Federator

SAP NetWeaver BW AcceleratorSAP NetWeaver BW Accelerator

Master Data Governance

Master Data Governance

Master Data Management

Master Data Management

3rd-Party Databases and Applications3rd-Party Databases and Applications

ECC

Financials Operations Human Resources Logistics

Corporate Services

ECC

Financials Operations Human Resources Logistics

Corporate Services

CRMCRM SCMSCM

SRMSRM PLMPLM

SAP Business SuiteSAP Business Suite

EPMEPM GRCGRC

Ente

rpris

e Ap

plic

ation

sEn

terp

rise

Appl

icati

ons

SAP BusinessObjects POASAP BusinessObjects POA

Data Quality Management For SAP/CRM Real-time Validation Duplication

Data Quality Management For SAP/CRM Real-time Validation Duplication

Data Quality

Data Quality

Data Federator

Data Federator

Page 4: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Why Business Objects

• Now part of the SAP Business Intelligence suite of tools

• Tight integration with SAP BW and ECC• More Reporting Options• Better Presentation Layer• User Friendly Tools• Intuitive User Interface

Page 5: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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• Meets the needs of different user base within the organization:

• Executives and Managers

• Business Analysts

• Information Consumers

Serving Different User Base

Page 6: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Agenda

• The new face of BI …. With BOBJ• Available Tools and Integration Points• Project Approach and Resource Requirements• BEX Queries and OLAP Universe• Deploying a Dashboard• Portal Integration and SSO• The Experience

Page 7: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Tools and Usage

Tools

Web Intelligence

Crystal Reports

Xcelsius

Pioneer

Explorer

Usage

Adhoc Query, Reporting and Analysis

Enterprise Reporting

Dashboard/Visualization

Advanced Analytics

Discovery and Exploration

Page 8: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Integration Points and Architecture Components

Xcelsius

Live Office Query as a WebService

Web Intelligence (Webi)Web Intelligence (Webi)Crystal ReportsCrystal Reports

OLAP UniverseOLAP Universe

SAP BW BEX Query

MultiProvider

Infocube

Direct Access

8

Page 9: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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More Streamlined Connectivity – BEX to Xcelsius

Xcelsius

Live Office Query as a WebService

Web Intelligence (Webi)Web Intelligence (Webi)Crystal ReportsCrystal Reports

OLAP UniverseOLAP Universe

SAP BWBEX Query

MultiProvider

Infocube

Direct Access

BI Consumer Services BICS Connectivity Technical Requirements:

SAP NetWeaver BW 7.01 (SAP enhancement package 01), Service Pack 05

SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 02

SAP Frontend 7.x installed on the client with BI Add-Ons

BI Consumer Services BICS Connectivity Technical Requirements:

SAP NetWeaver BW 7.01 (SAP enhancement package 01), Service Pack 05

SAP BusinessObjects Xcelsius Enterprise 2008 Service Pack 02

SAP Frontend 7.x installed on the client with BI Add-Ons

Page 10: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Building Blocks

Page 11: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Agenda

• The new face of BI …. With BOBJ• Available Tools and Integration Points• Project Approach and Resource Requirements• BEX Queries and OLAP Universe• Deploying a Dashboard• Portal Integration and SSO• The Experience

Page 12: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Project Approach

• Start with a Proof of Concept (POC)• Define Scope (both for POC and full implementation)

• Number of KPI’s to be captured in POC• KPI’s required for the go live • Identify any Drill Down Reports

• Use Production or Production Like Data• Identify your Audience

• Senior Management• C level Executives• Others

Page 13: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Resource Requirements

• Team Requirement and Collaboration:• BI/BOBJ Architect and Project Manager• Identify BW Resource(s)• Pick the Business User/SME to guide the project Team• Basis Resource:

• Knowledge of Business Objects Environment• SAP Integration Kit• Enterprise Portal support

• Business Objects Developer(s)

Page 14: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Agenda

• The new face of BI …. With BOBJ• Available Tools and Integration Points• Project Approach and Resource Requirements• BEX Queries and OLAP Universe• Deploying a Dashboard• Portal Integration and SSO• The Experience

Page 15: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Use of BEX Queries as a Source for BOBJ

• BEX queries have a one to one relationship to a BOBJ Universe• This is identified as an OLAP Universe

• In order for the Universe to access the BEX query • Check the “Allow External Access” checkbox in query properties• Also check the settings in RSRT transaction called “Use selection of

Structure Members”. This allows Business Objects to read the structures in BEX query

• Try maintaining the reporting logic in BEX by utilizing exit variables to determine time and other complex computations if possible

Page 16: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Use of BEX Queries as a Source for BOBJ

• Be mindful of the changes made to the BEX query• A Universe refresh is required every time a change is made to

the BEX query• Use inclusion filters instead of exclusions when using certain

values or value ranges for a characteristics• Check your query output by using MDXTEST transaction in BW

that allows you to debug any issues

Note: You do not need a BI Query for every report and you do not need a universe for every BI Query

Page 17: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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BEX Query and OLAP Universe• A universe on top of BEX query is an OLAP Universe

– No table joins etc. are required in this type of Universe• This is a major difference between relational database universe and OLAP

based

• The following screen shot shows the “Refresh Structure” setting • These settings

allows the developer to sync up the Bex query to the Universe

Page 18: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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SAP BW OLAP Universes - Terminologies

BW Query Element OLAP Universe Element

Cube Dimension Class

Characteristic (incl. Time and Unit) A class with dimension and detail objects (detail objects for key and description)

Key Figure Measure element in a class named Key figures

Navigational attribute A class with dimension and detail objects (detail objects for key and description)

Display attribute Each display attribute becomes a detail object underneath the related dimension object

SAP variables Query filter as predefined object which can be optional or mandatory

Custom structure Dimension object

Page 19: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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BEX Query Designer

Page 20: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Comparable OLAP Universe on Top of BEX Query

Page 21: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Universe Settings for BEX Queries• Hide Level 00 in the Universe definition• Remove L01 suffix from the object names and update the text to

reflect user friendly names

Use “Single Sign On When refreshing reports at view time” option as the authentication mode

Don't Forget

Page 22: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Agenda

• The new face of BI …. With BOBJ• Available Tools and Integration Points• Project Approach and Resource Requirements• BEX Queries and OLAP Universe• Deploying a Dashboard• Portal Integration and SSO• The Experience

Page 23: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Elements of Xcelsius

Page 24: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Important Phases and Connectivity Model

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• Data Model design • Dashboard Front End Design • Dashboard Excel Design • SAP BI-Xcelsius connectivity

Sap Bex Query Sap Bex Query

Business Objects Universe

Business Objects Universe

QAAWS/ Live Office QAAWS/ Live Office

Xcelsius Dashboard Xcelsius Dashboard

BI Consumer Services Connector BI Consumer Services Connector

Page 25: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Data Model Design for Dashboards• As the end product is a Dashboard, the SAP BI backend data model

should be designed very specifically keeping in mind the following aspects:

• Business Requirement • Dashboard performance • Complexity balance: Front-end/Back-end • Total development time • Change Management – Key Aspect due to

management visibility• Connectivity model

Page 26: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Guidelines for deploying a Dashboard

• Architectural Guidelines• Dashboard Load Times. Define a criteria < 10 Seconds?• Consistency in Results – design needs to minimize the

opportunity to duplicate calculations or arrive at different results

• Flexibility in Dashboards and Queries/Reports• Identify the level of effort for any design changes

• Examples: Aesthetic changes VS adding new KPI’s

• “Simplicity” should rule the design in Xcelsius and reports• Keep ongoing maintenance in mind• Turn around time

• Ease of Use for End users

Page 27: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Xcelsius Dashboard Best Practices• Define a standard look and feel for the corporate

dashboard• Color schemes• Corporate logo

• Pick the data connection that works for your situation• Query as a Web Services (QAAWS)• Live Office (LO) connection

• Define KPI’s that provide a high level overview of the data

• Allow drill down capabilities in to more detailed Webi reports• To answer any further questions prompted from dashboard

Page 28: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Operational Budget Dashboard

Page 29: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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• In the object browser group the design elements in a logical manner

• A few things to consider when choosing the design components• Ease of Analysis • Naming convention for the

component • Use of Filters and panels • Color Scheme

Additional Tips for Dashboard Design

Page 30: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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• Use the following tips:• Formula Optimization

• Use of Vlookups• Color legends • Use different excel sheets per

different mapping scenarios • Use of headings and comments

with proper description

Dashboard Excel Design

Page 31: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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BOBJ Adhoc Capabilities• Web Intelligence (Webi) tool is known for its Adhoc

capabilities• Leverage the same Universe used for creating the

Dashboard for creating on demand reports to do more detail analysis

• Users can create their own Webi reports via Infoview (BOBJ Portal) that can be integrated in to Enterprise Portal

• Leverage the SSO capabilities that allows seamless integration between Enterprise Portal, Infoview and backend BW system

Page 32: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Where can Web Intelligence add value?• Customer requirements

• Self-service reporting and analysis, autonomy from IT

• Simple user interface, designed for the masses• Combine data from SAP and non-SAP data in a single

report• Connectivity to SAP

• SAP and non-SAP data in a single report• Rich feature set

• Connectivity to SAP

• Sits on top of Business Objects Enterprise Universes• Universes connect to SAP NetWeaver BI via OLAP

BAPI • Access objects: BEx Queries & SAP BI Info Cubes

Page 33: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Support of BW Variables in Webi’s

Variable type Processing Type

 

User Entry/ Default Value

Replacement path

Authorization Customer exit

SAP exit

Characteristic Supported Supported Supported Supported Supported

Text Not Supported

Supported N/A N/A N/A

Formula Supported Supported N/A Supported Supported

Hierarchy Supported N/A N/A Supported Supported

Hierarchy node

Supported N/A N/A Supported Supported

Page 34: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Web Intelligence Publications• Publications in Business Objects Enterprise (BOE)

plays a similar role to Information Broadcasting in BW• Publications allows you to schedule a Crystal Report/Web

Intelligence object for distribution to end users

• Prerequisites – Publications with SAP BW Security:• BI authorizations are configured in SAP BI• Server side trust being granted between SAP BI and BOE• SAP authentication configured in BOE• SAP user and roles imported to BOE and available as

recipients• OLAP Universe deployed with SSO as authentication method • Web Intelligence report being created and available in BOE• Publication being created as multi-pass bursting process

(one fetch per recipient)

Page 35: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Agenda

• The new face of BI …. With BOBJ• Available Tools and Integration Points• Project Approach and Resource Requirements• BEX Queries and OLAP Universe• Deploying a Dashboard• Portal Integration and SSO• The Experience

Page 36: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Integrating BOBJ into Enterprise Portal• Xcelsius Dashboards, Web Intelligence and Crystal

Reports can be integrated into Enterprise Portal• Allows users a consistent look and feel for their reports

and dashboards• Leverages SSO functionality thus enhancing user

experience as a whole• Couple of Integration options:

• Knowledge Management (KM) content can be used to integrate BOBJ content into Portal

• OpenDoc URL Iviews can be configured in Portal to provide direct link to Dashboard and reports

Page 37: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Data Journey and Authentication Path

Page 38: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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BOBJ Transport AKA Life Cycle Management

• Life Cycle Management (LCM) acts as the transport system to move BOBJ development objects between environments

• Examples Include:• Universe• Connections• Webi Reports• Xcelsius Dashboard• Custom Access Lists

(CAL’s) – BOBJ Authorization

Page 39: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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LCM Steps

• Following steps are involved in moving objects from Dev to QA or Prod environments:• Create a new job by clicking on this icon

• You must be logged on to source system• Add the necessary objects • Always verify dependencies between objects

• Some example sequence include:• Report => Universe => Connection

• Once the object collection is complete a “Test Promotion” can be performed. This allows for a quick sanity check before actually promoting objects to target system

Page 40: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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LCM Do’s and Don’ts

• Schedule your LCM job similar to how you would setup your SAP transports to a target system

• Use consistent naming conventions when creating the LCM jobs

• Avoid promoting dependencies if they are already in the target system

• Use rollback mechanism if you have to restore the destination system to its prior state• Only use this option if you have to quickly restore the

target system• Use this option sparingly as it takes up disk space

Page 41: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Agenda

• The new face of BI …. With BOBJ• Available Tools and Integration Points• Project Approach and Resource Requirements• BEX Queries and OLAP Universe• Deploying a Dashboard• Portal Integration and SSO• The Experience

Page 42: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Impact of Business Objects • Adding Business Objects in your current

landscape adds complexity• Newer skill sets above and beyond BW are

required• More Integration points (or more Pain Points

introduced) in the environment• Maintenance challenges with a new set of

components and upgrades to deal with• Evolving architecture

Warning

Page 43: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Key Learnings • Xcelsius:

• Users can consume and analyze a lot of information in a meaningful way

• Information at the executives fingertips via tabs, filters with telling graphical representation

• Web Intelligence:• Webi reports reduces time to develop formatted reports

with much more capability on an Adhoc basis• Webi reports provide power users ability to modify

queries and reports like BEX• Webi reports provides executives and light information

workers quick insight into their data

Page 44: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Payback• An enhanced user experience• Business Objects covers a wide spectrum of user base in the

organization– Something for everybody

• More business ownership less IT dependency– An opportunity to move away from Excel and Access based custom

solutions

• Provide insights in to your data at the highest level in the organization – Folks who are making critical business decisions

Page 45: Integrating SAP Business Objects Xcelsius and Web Intelligence reporting with SAP NetWeaver BW and SAP NetWeaver Portal Presented By: Mustansir Saifuddin

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Contact Info

Mustansir Saifuddin

Email: [email protected]: www.isolutionpartners.com

Session ID: BI212Session ID: BI212