Keys to Successful BusinessObjects XI R2 Migration - PowerPoint PPT Presentation


PPT – Keys to Successful BusinessObjects XI R2 Migration PowerPoint presentation | free to view - id: 1dd4e6-ZDc1Z


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation

Keys to Successful BusinessObjects XI R2 Migration


HTML Preview. Editable RTF Format. Repository Explorer. 7. Query and Analysis ... Tips and Tricks for Successful Migration (cont. ... – PowerPoint PPT presentation

Number of Views:42
Avg rating:3.0/5.0
Slides: 35
Provided by: Jos877


Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Keys to Successful BusinessObjects XI R2 Migration

Keys to Successful BusinessObjects XI R2 Migration
  • Approach and Lessons Learned From Multiple
  • Presenters
  • Steve Shroyer, Guident
  • Will Rohde, Guident
  • May 14, 2007

About Guident
  • Founded in 1996 by ex-Big Four Consultants
  • 150 professionals
  • Five presentations at 2006 Business Objects
    Insight Americas User Conference
  • Business Intelligence Focused
  • BI Solutions, Data Warehousing, Center of
    Excellence, BI Strategy, Data Quality
  • Business Objects Partner
  • Involvement in 120 Business Objects deployments
  • Certified in BusinessObjects XI Migrations
  • BusinessObjects XI Release 2 Productivity Pack
    Beta Tester

  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

BusinessObjects XI End-User Capabilities
  • Reporting, query and analysis
  • Performance management dashboards, scorecards
  • Analytic applications
  • Deep MS Office integration
  • Customizable BI portal
  • Threaded discussions
  • Encyclopedia for context
  • Powerful scheduling

  • BusinessObjects Live Office
  • Now leverages dynamic cascading prompts from
    Crystal Reports
  • Enhanced Excel integration
  • Now also supports Web Intelligence and OLAP
  • Crystal Reports
  • Easier navigation search all pages of a report
    including sub-reports
  • Increased productivity improved drag-and-drop
    onto and within a report
  • Tight integration with universes
  • Improved look and feel

Note Crystal Reports XI Release 1 is fully
compatible with the BusinessObjects XI Release 2
platform and does not require migration.
Additional Features in Crystal Reports XI
  • Powerful Data Access
  • Business Views
  • BusinessObjects Universes
  • Report Design Enhancements
  • Dynamic Image Location
  • Updated Visual Report Designer
  • Intelligent Charting
  • Hierarchical Grouping
  • Enhanced Productivity and Maintenance
  • Dynamic and Cascading Prompts
  • HTML Preview
  • Editable RTF Format
  • Repository Explorer

Query and Analysis
Desktop Intelligence
  • Full client users now benefit from the
    BusinessObjects XI platform
  • Investment protection
  • New service in BusinessObjects XI SOA
  • Three-tier, client/server, workgroup, and offline
  • Improved multi-lingual support
  • Publishing available
  • Single-pass report bursting also available on the
    new platform

Query and Analysis
Significant enhancements to BusinessObjects Web
  • Increased query power
  • Synchronized multiple data sources
  • Sub-queries
  • OLAP and relational sources
  • Enhanced interactivity analysis
  • Ranking, custom sorts
  • Improved formula language
  • Even more trust in information
  • Data lineage down to source system from Web
  • Part of the context panel introduced in
    BusinessObjects XI
  • Desktop Intelligence conversion tools

Web Intelligence
OLAP Universe
Relational Data
OLAP cube
Performance Management
New Flash and SVG-based analytics
  • Tight integration with InfoView
  • Enhanced visualization
  • Even easier to understand
  • More interactivity and flexibility in display and
    formatting options
  • Dashboard Manager
  • Goal Management
  • New goal wizard

The BI Platform
  • Increased scalability, performance and fault
  • Simplified and open security model
  • Managed via Central Management Console
  • Object-based as opposed to user-based
  • Lifecycle management
  • Tools to automate moving between environments
    (Dev, Test, Prod)
  • Enhanced system auditing
  • New auditing universe and reports focused on user
    activity, session data, and system usage
  • Process Tracker and Encyclopedia
  • Windows, Unix, Linux Support

BusinessObjects XI - Differences
BusinessObjects XI Differences (cont.)
  • BusinessObjects XI Overview
  • Business Objects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

All Roads Lead to Business Objects XI
  • There are more direct migration paths to Business
    Objects XI with R2
  • Business Objects 5.x, 6.x, XI
  • Crystal Enterprise 8.5 , 9, 10

Migration to BusinessObjects XI R2 Key
  • Migration is more than just simply moving
    repository resources.
  • Treat this as any deployment with a mix of
    technology and methodology.
  • You must consider the following
  • Migration approach - single pass versus
    incremental approach
  • Architecture changes transition to
    service-oriented architecture
  • New security model from user-based to
  • Failover/Redundancy needs
  • Requirements for performance management

Migration to BusinessObjects XI R2 Key
Considerations (cont.)
  • Take the time to plan exactly what will be
  • You must consider the following
  • Usage of linked universes
  • Number of users, user groups, universes,
  • Report analysis
  • How much conversion will be required?
  • Are unsupported features used?
  • Do all reports need to be migrated? Are they
    still used?
  • Use of row level restrictions
  • Full client usage Desktop Intelligence
    introduced in XI R2

Migration to BusinessObjects XI R2 Overall
Migration Approach Discovery and Planning
  • Objective Develop an architecture and plan for
    migration by assessing the current environment
    and future requirements
  • Key Tasks
  • Audit existing BusinessObjects environment to
    ensure all components are migrated successfully
  • Conduct interviews with key stakeholders to
    identify current issues and future objectives
  • Perform detailed report analysis to assess usage
    of existing documents for migration
  • Establish conceptual and physical target

Migration Approach Installation and
  • Objective Install BusinessObjects XI R2 software
    on the target servers and configure key
    components, such as Central Management Server
  • Key Tasks
  • Install software in required environments
  • Apply any recommended BusinessObjects XI R2
  • Configure software components focus on Central
    Management Console

Migration Approach Migration and Testing
  • Objective Move relevant content from legacy
    application to BusinessObjects XI R2 environment
    using automated tools, then validate new
    environment versus old environment
  • Key Tasks
  • Using Import Wizard move objects from old version
    to BusinessObjects XI R2
  • Perform conversion of full client documents that
    include complex calculations and filters
  • Perform post-implementation test plans to ensure
    that results and performance are equivalent to
    prior version

Migration Approach Deployment
  • Objective Migrate tested objects to production
    environment and cutover to new environment
  • Key Tasks
  • Develop migration scripts step-by-step guide
    for tasks to successfully migrate to production
  • Execute migration scripts
  • Validate environment

Migration Approach Project Management
  • Objective Manage and track the migration as you
    would for any major deployment with a full
    project management plan
  • Key Tasks
  • Develop a detailed project plan
  • Perform status meetings on a regular basis
  • Prepare weekly status reports
  • Track project plan and communicate necessary
  • Assess and resolve risks early

Migration Approach Change Management
  • Objective Provide training and communications to
    ensure a smooth transition and early user
  • Key Tasks
  • Develop a communications plan
  • Develop training and educational materials for
    BusinessObjects XI R2 capabilities, navigation
    and migration specific information
  • Present technical training to IT staff basic
    training for report consumers and detailed
    end-user training for power users
  • Follow-up after deployment with additional
    training and issue resolution

  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

Tips and Tricks for Successful Migration
  • Use incremental approach for all large

Tips and Tricks for Successful Migration
  • Whenever possible, migrate a small subset first
    to fully understand the impacts.
  • Carefully plan out the infrastructure for
    BusinessObjects XI R2. It will not be the same as
    a 5.x or 6.x implementation and you will not want
    to use the same servers.
  • Migrate the following objects
  • Groups and Users
  • Universes and Connections
  • Reports and Categories
  • Stored Procedures

Tips and Tricks for Successful Migration (cont.)
  • Carefully plan out the security model changes for
    BusinessObjects XI R2
  • Familiarize yourself with the new object-based
    security model and plan out a security model
    tailored to your organizational needs
  • To plan the security migration, create a map of
    the current security setup of your existing
    BusinessObjects environment
  • When recreating the security schema
  • Set security on groups and folders only, not on
    single users
  • Do not break inheritance rules (for groups in
    groups, or users in multiple groups)
  • Default XI R2 Everyone group should have no
    access rights

Tips and Tricks for Successful Migration
  • Carefully validate the new security model for
    BusinessObjects XI R2
  • Download the Business Objects tool called
    Security Viewer
  • Use Security Viewer to view security rules much
    like BusinessObjects Supervisor to validate the
  • Note This tool will help you to reduce the time
    required for security validation and testing.

Migration to BOXI R2 Critical Success Factors
  • Follow a structured approach with proper planning
  • Do not underestimate time required for security
    planning and validation and infrastructure
  • Plan for change management - consider impact to
    organization, and provide sufficient
    training/communication for early adoption
  • Plan for rollout of new features to take full
    advantage of BusinessObjects XI R2 platform

Migration to BOXI R2 Critical Success Factors
  • Seek opportunities to improve as opposed to just
    migrating existing functionality
  • Assess current reports leave unused reports
  • Carefully test post-implementation deployment for
    calculations, formatting, access rights and
  • Leverage resources with experience and best

  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

  • BusinessObjects XI is the platform of the future
  • Business Objects is focused on delivering new
    innovations and enhancements to the XI platform
  • A clear migration approach will ensure a
    successful migration to BusinessObjects XI R2
  • Guident BusinessObjects XI Migration Methodology
    provides a roadmap for successful migrations

  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

  • Questions
  • Steve Shroyer, Business Intelligence Manager,
  • Will Rohde, Business Intelligence Architect,
  • We will repeat all questions for your benefit
  • Contact Information
  • Steve Shroyer
  • Will Rohde
  • Guident Phone 703-326-0888
  • http//