streamlining & accelerating your migration to sap...
TRANSCRIPT
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
Streamlining & Accelerating Migration
APOS Systems Inc. formed in 1992
Business Intelligence solutions exclusively
Global customer base
SAP BusinessObjects Technology Partner of the Year
About Us
Streamlining & Accelerating Migration
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.
Streamlining & Accelerating Migration
When will you migrate?
The Move to Migrate
Currently Migrating = 20%
Next 6 Months = 35%
6-12 Months = 35%
More than a year = 10%
Recent APOS Webinar survey feedback.
Streamlining & Accelerating Migration
What version of Business Objects will you migrate to?
The Move to Migrate
BI 4.0 = 25%
BI 4.1 = 75%
Recent APOS Webinar survey feedback.
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
Planning and Governance
Understand what’s new
Understanding the content of your BI environment
Environment Cleanup
Environment Sizing
Migration Process
Key Considerations
Streamlining & Accelerating Migration
Planning and Governance
Planning
Hardware
Platform
Security
Tools and content
Execution approach
Governance
Change control
Issue and risk management
Communication
Key Considerations
Streamlining & Accelerating Migration
Understand what’s new:
Semantic layer – UNX
Crystal Reports for Enterprise
Deski
64 bit environment
Mobile
Key Considerations
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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 =
Streamlining & Accelerating Migration
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
Additional work required beyond typical upgrade: Minor effort = Medium effort = Significant Effort =
Streamlining & Accelerating Migration
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
Additional work required beyond typical upgrade: Minor effort = Medium effort = Significant Effort =
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
Environment Cleanup
Delete Duplicate Reports
Delete unused reports
Archive older instances
Opportunity to build Governance processes
Key Considerations
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Previous (XI R2 or XI3.x)
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
Previous (XI R2 or XI3.x)
Streamlining & Accelerating Migration
Large pharmaceutical services companies
Serving global markets
Multiple divisions within the enterprise
Customer Scenario
“Effective Health Inc.” – “EHI” **
** EHI not real name of customer.
Streamlining & Accelerating Migration
Multiple Business Objects deployments across the Enterprise
Variety of business entities / units served
SAP BusinessObjects content
Effective Health Inc. – BI Environment
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
Business Intelligence Competency Center (BICC) = 2
BI Development & Support = 6
Admin = 4
EHI SAP BusinessObjects Team
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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)
Streamlining & Accelerating Migration
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)
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
Plan, plan, plan
Know your environment
Clean up content & migrate only what is necessary
Establish governance processes
Best Practices as Identified by EHI
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
APOS Solutions for MigrationSimplify and accelerate migration to SAP BusinessObjects BI 4
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating 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
APOS Storage Center for Migration
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
Export Web Intelligence reports to HTML for consistent user experience
APOS Publisher
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
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
Streamlining & Accelerating Migration
• 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