webfocus 8: best practices for migration

WebFOCUS 8: Best Practices for Migration

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John CalappiMark Nesson Vashti Ragoonath

Agenda

Getting Started Migrating earlier releases to WebFOCUS 8 Upgrade Path for WebFOCUS Product Components Migration Strategy Managing ongoing (in flight) development during upgrade Migration workflow Validating the migration – what to expect Post Migration Tasks Change Management A Migration In Motion

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Migrating earlier releases to WebFOCUS 8

WebFOCUS 8 migration supports: Managed Reporting and Business Intelligence Dashboard (BID)

migration from Release 7.x to Release 8 ReportCaster migration from Release 7.6.x to Release 8

For those customers migrating from Release 4.x, 5.x or 7.1.x, it is best to migrate to the latest 7.6.x release to minimize migration steps.

Special consideration for Unicode Unicode BI Dashboard Migration

Needs to be performed at the WebFOCUS 7.7.x level prior to WebFOCUS 8 migration.

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Upgrade Path for WebFOCUS Product Components

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Planning the UpgradeUpgrade path for WebFOCUS product components Product

Component Used Upgrade Path

Managed Reporting

MR data and MR security rules can be migrated and stored in the WebFOCUS 8 repository. WebFOCUS 7 domain tree structure will be preserved. Reports should continue to run as they did in WebFOCUS 7.

BI Dashboard BID content can be migrated and will be stored on the file system in WebFOCUS80/worp directory structure. Migrated BID Favorites/Mobile Favorites will be stored in WebFOCUS 8 repository.BI dashboards can be used “as is” with some caveats. Certain WebFOCUS 7 BI dashboard functionality is removed in WebFOCUS 8.

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Planning the UpgradeUpgrade path for WebFOCUS product components

Product Component

Used

Upgrade Path

ReportCaster Fully integrated with new WebFOCUS 8 architecture and security. All ReportCaster and Report Library content can be migrated and stored in the WebFOCUS repository.

Developer Studio Can be installed on same machine as Developer Studio 7. Developers will be able to switch between two releases.Leverage WebFOCUS 8 architecture and security authentication and authorization model.

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Product Component

Used

Upgrade Path

Configuration WebFOCUS 7 configurations are not migrated to WebFOCUS 8. Configurations will have to be re-applied to WebFOCUS 8.

Parameters Most WebFOCUS 7 parameters are available in WebFOCUS 8 but some of them have been removed as a result of the new architecture.

Customizations All customizations will need to be evaluated to determine if they are still needed in WebFOCUS 8 or have to be implemented differently.

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Product Component

Used

Upgrade Path

Custom Settings (site.wfs)

All custom settings in site.wfs will need to be evaluated to determine if they are still needed in WebFOCUS 8 or have to be implemented differently.

Connectivity to Reporting Server

Similar to WebFOCUS 7 but implemented differently in some product areas.

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Migration Strategy

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Planning the UpgradeMigration Strategy

Full Migration

All applications migrate at the same time Single WebFOCUS system to maintain and administer Single set of training for development and end users All application users have the same experience

Knowledge transfer and collaboration is shared simultaneously by all users

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Staggered Migration

Applications migrate at different times Convenient for application development teams Does not impact global WebFOCUS 7 development

Multiple WebFOCUS systems to maintain and administer Users may need access to multiple WebFOCUS instances Training must be repeated for developers and end users Application users share different experience

Knowledge transfer and collaboration between users is staggered

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Whether a customer elects to do a full or staggered migration, consideration must be given to the following:

If WebFOCUS 7 development is active during the upgrade, will need to: Manage ongoing WebFOCUS 7 development during upgrade

with an intermediate WebFOCUS 8 environment. Alternative is to lockdown new WebFOCUS development .

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Migrate MR users and MR security rules

Evaluate MR users/groups/roles/privileges Leave “as is” after migration Restructure security authorization using WebFOCUS 8

security authorization model. Group users according to their role Leverage groups and sub-groups to delegate

responsibilities Minimize user management and administration Leverage WebFOCUS groups to minimize or replace user

profiles on the Reporting Server. For LDAP shops, leverage LDAP groups with WebFOCUS

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Use the WebFOCUS 8 upgrade as an opportunity to cleanse inventory:

Audit application and report usage Conduct an inventory of applications/report usage:

Can run Resource Analyzer reports to identify reports that: Are never used and can be removed Can be consolidated Should be updated/improved to leverage WebFOCUS 8

features

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WebFOCUS 8 production rollout

Make a choice: Flip the switch on WebFOCUS 7

Keep it active but disabled for a number of months as a contingency plan

Appropriate for full migration implementations

Keep WebFOCUS systems running in parallel Appropriate for staggered migration

implementations

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Managing ongoing development during upgrade

The WebFOCUS 8 migration tools are designed to migrate all data from WebFOCUS 7. During the upgrade to WebFOCUS 8, considerations must be

given to: Managing ongoing (in flight) WebFOCUS 7 development

during upgrade Developers still creating new content in WebFOCUS 7 Production users may be creating My Reports

Ongoing WebFOCUS 7 development can be managed as follows: Set up an intermediate WebFOCUS 8 environment. Perform a full WebFOCUS 8 migration to intermediate

environment Use WebFOCUS 8 Change Management to move selected

content to targeted WebFOCUS 8 environment.

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Important note about WebFOCUS 8 Change Management

WebFOCUS 8 Change Management is designed to move content between WebFOCUS 8 releases.

It is not designed to move content from WebFOCUS 7 to WebFOCUS 8.

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Full migration from WebFOCUS 7 to an intermediate version of WebFOCUS 8

Use WebFOCUS 8 Change Management from the intermediate version of WebFOCUS 8 to the targeted WebFOCUS 8 environment (Sandbox, Dev).

This workflow is illustrated below

• Existing WebFOCUS 7 Production

WebFOCUS 8 migration tools

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Migration workflow

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Migration workflow

Migration Utilities

WebFOCUS 8 is packaged with a number of migration utilities which migrate content from:

Managed Reporting Deferred reports not migrated by default. Must change migration utility to YES if you want deferred

reports to be migrated. Business Intelligence Dashboard Business Intelligence Dashboard Favorites/Mobile Favorites ReportCaster

Release 7.7.04 of the Reporting Server has a Migrate option in the Web Console that migrates and merges a subset of configurations.

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Migration workflow

WebFOCUS 8 migration process consists of three steps:

Export This step will extract WebFOCUS 7 data using WebFOCUS 8

migration using export utilities. Export migration logs are created and is useful for capturing

errors if they occur. Import

This step will import WebFOCUS 7 data into WebFOCUS 8 using import utilities. Import migration logs are created and and is useful for

capturing errors if they occur.

Validate This step is to validate the migrated data

..what should we expect after migration?

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Migration Utilities

In summary, the WebFOCUS 8 migration process entails the following steps:

Copying WebFOCUS 8 migration utilities to WebFOCUS 7 Updating WebFOCUS 8 migration utilities as needed Running the WebFOCUS 8 migration utilities to extract WebFOCUS

7 data to XML files Importing WebFOCUS 7 XML files to WebFOCUS 8

The next slide shows a visual of these steps

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Migration workflow

Stop WebFOCUS 7

Environment

Copy WebFOCUS 8 migration utilities to

the WebFOCUS

7 environmen

t

Run the WebFOC

US 8 MR/BID/

RC export

utilities

Copy extracte

d WebFOCUS 7

content to

WebFOCUS 8

Run the WebFOCUS 8 import utilities

Validate migrate

d content

In the WebFOCUS 7x environment

1

2In the WebFOCUS 8 environment

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Validating the migration – what to expect

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Managed Reporting

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Validating the migration – what to expectManaged Reporting – MR security objects

Managed Reporting security objects

Users Users Groups Groups Roles and Privileges User Default Roles (UDR)

The concept of the role being attached to a user continues to exist in WebFOCUS 8. It is called the User Default Role (UDR).

Designed to simplify the migration process and provide customers with an optional starting point in WebFOCUS 8.

MR security authorization rules are maintained with UDR The migration utility is designed to use UDR to assign and

maintain user, group and role relationships established in WebFOCUS 7.

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Validating the migration – What To ExpectManaged Reporting – MR security objects

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Here is a glimpse into the WebFOCUS 8 UDR and how it is designed to maintain existing MR security relationships.

Validating the migration – What To ExpectManaged Reporting – MR content

Internal references (Internal HREFs) Different internal HREFs in WebFOCUS 8 Migration resolves old internal HREFs to new internal references

MR content WebFOCUS 8Domains Mapped to Folders Sub-folders Mapped to Sub-foldersStandard Reports Maintains same tree structure Reporting Objects Maintains same tree structure MyReports Stored In a MyContent folder

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MR content WebFOCUS 8Saved Parameter reports Should continue to runURL Standard reports Should continue to run Shared Reports Shared Content – Empty user folders do

not get migrated.

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MR content WebFOCUS 8Deferred Reports Migrated Deferred reports will continue

to run. Will need to ensure that deferred output is available on Release 7.7.04 Reporting Servers.

Published reports Migrated published reports will continue to run. But this legacy Publish feature has been removed from WebFOCUS 8.

Templates Migrated templates will continue to be used as is. But this legacy Template feature has been removed from WebFOCUS 8.

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WebFOCUS 7 - legacy Publish feature

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Published report was written to ibi_html/publish/{,htm}

End users called the {.htm} directly


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WebFOCUS 7 legacy Publish feature removed

BUT WAIT, what is that Publish option in WebFOCUS 8?

WebFOCUS 8 Publish capability means

something different. It is related to the WebFOCUS security

authorization model It is used when one

wants to create security rules on a

WebFOCUS resource


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WebFOCUS 7

WebFOCUS 8

BI Dashboard

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Validating the migration – What To ExpectBI Dashboard

BI Dashboard content

BI dashboards will continue to run in WebFOCUS 8 with some caveats.

Some BI dashboard features have been removed

Some BI dashboard features have been implemented differently

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Validating the migration – what to expectBI dashboards - Then and Now

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WebFOCUS 7

WebFOCUS 8

Validating the migration – What To ExpectBI dashboard content

BID Features that are removed in WebFOCUS 8 and documented in the WebFOCUS 8 Upgrade Considerations and Release Notes.

Role tree WebFOCUS 8 security model will allow for similar functionality No migration of roletree.xml content

Dashboard Editor Limited Functionality – some options removed Same editor used by BI Portal

Personalize Options Customization of Tree and Content Block colors from View Builder BID parameters

Moved from file web.xml to configuration file webconfig.xml Removed

USER_MAX_INACTIVE , PUBLIC_MAX_INACTIVE

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Validating the migration – What To ExpectBI dashboard content

BID Features that are implemented differently in WebFOCUS 8 and documented in the WebFOCUS 8 Upgrade Considerations:

BI dashboard Login Pages Different URL for BI dashboard Login page Customizations to login pages will need to review for

compatibility Managing public user ID

Enabling WF_Public_Role Changing default public user ID Disabling public user Specifying Reporting Server credentials

Replacement of scroll buttons by scroll bars for trees and blocks Search

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ReportCaster

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Validating the migration – What To ExpectReportCaster – Security objects

RC security authorization rules maintained after migration

RC security objects WebFOCUS 8ReportCaster user IDs No longer separate. Unified architecture

means we have a WebFOCUS (MR) user. Execution user IDs Migrated and mapped to related

schedules. IBIMR_RC_SVCUSER Removed . No longer required due to

new architecture and security model.

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Validating the migration – What To ExpectReportCaster - Content

All migrated RC content are available from the Content tree Schedules Alert Schedules Group BlackOutDates

Report Library reports Categories Domains

Distribution Lists Access Lists Watch Lists

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Validating the migration – what to expectReportCaster – Content

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Call ReportCaster

RC Administration UI

Create RC new content

WebFOCUS7

Validating the migration – what to expectReportCaster Content

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Access Report Library

Report Library Content

Report Library Access List

Validating the migration – what to expectReportCaster Content – Centralized in WebFOCUS 8

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WebFOCUS 8

Post Migration Tasks

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Post Migration TasksMR Security Authorization - Enable User Default Role

From WebFOCUS Administration Console Navigate to Configuration => Other

Set IBI_Enable_UDR to a value of TRUE

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Post Migration TasksMR Security Authorization - Configure Public user ID

WebFOCUS 7 Manage the public user ID from BI View Builder.

Change the user ID from public to named user Set Reporting Server credentials for Reporting Server.

WebFOCUS 8 Manage the public user ID from Administration Console

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Post Migration TasksBI Dashboard –BI View Builder Admin permissions

In BI View Builder, MR and Group administrators were able to view and add BI content to all group views.

They were not required to be members of groups to perform this function.

WebFOCUS 7

BI View Builder Administrators

WebFOCUS 8

• Migrated MR or Group administrators are not migrated into all groups.

• In BI View Builder, a user that is assigned “MR and Group administrator” permissions cannot by default, view and add BI content to all group views.

• Can only create group views and add BI content to Group Views for Groups they are members of.

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Change Management

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Change Management

WebFOCUS 8 Change Management (CM)utilities will:Create packages for moving content between WebFOCUS 8 releases &/or WebFOCUS 8 environments.

GUI and batch utilities are planned for the GA release.

Maintain WebFOCUS 7 Change Management capabilities for:Managed ReportingReportCasterBI Dashboard

Provide additional enhancements for packaging:Managed Reporting My Content (a.k.a. MyReports)ReportCaster Report Library BI portals

Copyright 2009, Information Builders. Slide 50

A Migration In Motion

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MR Migration

Domains

Users, Groups, and Roles

UseCase


A customer has a WebFOCUS 7.6.9 environment that he wishes to migrate to WebFOCUS 8. It contains the following security objects and content: Three Domains with content Several Users Several Groups Default and Custom Roles

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BI Dashboard Migration

Group Membership

Use Case


Make use of the existing BI dashboards from WebFOCUS 7 into WebFOCUS 8. Migrate BID content to WebFOCUS 8 Validate the BID migration

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ReportCaster Migration

Group Membership

UseCase


Migrate RC content to WebFOCUS 8

Access Lists Distribution Lists Schedules Report Library archives

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Favorites

Mobile Favorites

UseCase


Migrate BID Favorites and Mobile Favorites Validate the BID Favorites

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Thank you for attending our session

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webfocus 8: best practices for migration

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