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Keys to Successful BusinessObjects XI R2 Migration

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

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Title: Keys to Successful BusinessObjects XI R2 Migration


1
Keys to Successful BusinessObjects XI R2 Migration
  • Approach and Lessons Learned From Multiple
    Migrations
  • Presenters
  • Steve Shroyer, Guident
  • Will Rohde, Guident
  • May 14, 2007

2
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

3
Topics
  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

4
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

5
Reporting
  • BusinessObjects Live Office
  • Now leverages dynamic cascading prompts from
    Crystal Reports
  • Enhanced Excel integration
  • Now also supports Web Intelligence and OLAP
    Intelligence
  • 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.
6
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

7
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
    modes
  • Improved multi-lingual support
  • Publishing available
  • Single-pass report bursting also available on the
    new platform

8
Query and Analysis
Significant enhancements to BusinessObjects Web
Intelligence
  • 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
    Intelligence
  • Part of the context panel introduced in
    BusinessObjects XI
  • Desktop Intelligence conversion tools

Web Intelligence
OLAP Universe
Universe
Relational Data
OLAP cube
9
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

10
The BI Platform
  • Increased scalability, performance and fault
    tolerance
  • 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

11
BusinessObjects XI - Differences
12
BusinessObjects XI Differences (cont.)
13
Topics
  • BusinessObjects XI Overview
  • Business Objects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

14
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

15
Migration to BusinessObjects XI R2 Key
Considerations
  • 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
    object-based
  • Failover/Redundancy needs
  • Requirements for performance management

16
Migration to BusinessObjects XI R2 Key
Considerations (cont.)
  • Take the time to plan exactly what will be
    migrated.
  • You must consider the following
  • Usage of linked universes
  • Number of users, user groups, universes,
    documents
  • 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

17
Migration to BusinessObjects XI R2 Overall
Approach
18
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
    architecture

19
Migration Approach Installation and
Configuration
  • 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
    patches
  • Configure software components focus on Central
    Management Console

20
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

21
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
    environment
  • Execute migration scripts
  • Validate environment

22
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
    changes
  • Assess and resolve risks early

23
Migration Approach Change Management
  • Objective Provide training and communications to
    ensure a smooth transition and early user
    adoption
  • 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

24
Topics
  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

25
Tips and Tricks for Successful Migration
  • Use incremental approach for all large
    deployments

26
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

27
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

28
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
    security
  • Note This tool will help you to reduce the time
    required for security validation and testing.

29
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
    planning.
  • 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

30
Migration to BOXI R2 Critical Success Factors
(cont.)
  • Seek opportunities to improve as opposed to just
    migrating existing functionality
  • Assess current reports leave unused reports
    behind
  • Carefully test post-implementation deployment for
    calculations, formatting, access rights and
    performance
  • Leverage resources with experience and best
    practices

31
Topics
  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

32
Conclusion
  • 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

33
Topics
  • BusinessObjects XI Overview
  • BusinessObjects XI Migration Approach
  • Migration Tips and Tricks
  • Conclusion
  • QA

34
QA
  • Questions
  • Steve Shroyer, Business Intelligence Manager,
    Guident
  • Will Rohde, Business Intelligence Architect,
    Guident
  • We will repeat all questions for your benefit
  • Contact Information
  • Steve Shroyer sshroyer_at_guident.com
  • Will Rohde wrohde_at_guident.com
  • Guident Phone 703-326-0888
  • http//www.guident.com
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