Business Objects XIR2

Migration Essentials

Slide 1 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

 Wade Allard MSCIS
Consultant
Xenon Consulting, Inc.
http://www.xenonc.com
wade@xenonc.com

Slide 2 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Topics

9 Differences and Challenges

9 Steps for A Successful Migration
9 Migration Wizard
9 Best Practices
9 Conclusion

Slide 3 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Differences and Challenges

Slide 4 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

1
 What’s New?

¾ XIR2
„ Integrated and innovative BI platform to meet all BI needs
„ Combines best features of each product line
„ Full web-based administration
„ Adds the Business Objects full-client
„ Greatly enhanced Web Intelligence
„ Innovations and improvements throughout

Slide 5 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

What’s In and What’s Out

¾ Products included in Business Objects XI Release 2
ƒ Business Objects full-client (renamed to Desktop
Intelligence)
ƒ Web Intelligence
ƒ Crystal Reports
ƒ OLAP Intelligence
ƒ Designer
ƒ InfoView
ƒ EPM (Dashboard Manager and Performance
Manager)
ƒ Publishing

¾ Products not included in BusinessObjects XI Release 2

ƒ BusinessQuery (use Live Office)
ƒ Web Intelligence OLAP (use OLAP Intelligence)
ƒ Supervisor (replaced by CMC)
ƒ Auditor (part of BOE Premium or add on to BOE Pro)

Slide 6 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Migration Paths

Slide 7 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

2
 What has Changed?

¾ Migration Impact with migration from Crystal

(8.5,9,10,XI) to XIR2
„ Webi, Deski, and dashboards with EPM

¾ Migration Impact going from 5.1 or 6.0 to XIR2

„ Calculation engine
„ Security Model
„ Architecture

¾ Migration Impact going from 6.1 or 6.5 to XIR2

„ Security Model
„ Architecture

¾ Migration Impact AF and EPM

„ New background architecture based on Kimball 2nd Edition

Slide 8 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Calculation Engine

¾ Calculation engine changes in BusinessObjects 5.1 and 6.0

ƒ Behavior changed in 5.1.4
ƒ Behavior changed in 6.0
ƒ Behavior identical in 6.5 and BusinessObjects XI Release 2

¾ Calculation engine changes impact

ƒ Row count may be different in FC report displayed with 5.1,

6.1 vs the same report displayed with 6.5 and XI R2

ƒ Numbers may be different in FC report displayed with 5.1, 6.1

vs the same report displayed with 6.5 and XI R2

Slide 9 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

ARCHITECTURE

¾ Key differences in the architecture of BOE 6.5

and BOE XIR2.
ƒ BusinessObjects Enterprise XIR2 is built on a
component or services-based architecture.
ƒ Provides better flexibility, scalability, fault
tolerance, and extensibility.
ƒ Inherits most of the new platform services from the
proven Crystal Enterprise architecture.

Slide 10 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

3
 Security Models
¾ User centric vs. object centric

¾Security models are different

ƒ In BusinessObjects 5.1/6.x: set rights per group/user
ƒ In BusinessObjects XI: Set access control lists (ACLs) per
folder/resource

¾Inheritance in XI security model

ƒ In BusinessObjects XI, a user cannot have more rights than
its parent group (unless inheritance is turned off).
ƒ This is different from the BusinessObjects 5.1/6.x model
¾Different administration tools
ƒ In BusinessObjects 5.1/6.x: Supervisor, visual
representation of group hierarchy.
ƒ In BusinessObjects XI : CMC, Web based

Slide 11 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Licensing

¾ Concurrent User License

„ Number of users that can connect at the same time

¾ Named User License

„ User specific

¾ Processor License
„ Number of Processors Running XIR2

Slide 12 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

How has the repository changed?

Slide 13 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

4
 Migration Challenges

¾Different Security Model

¾Domains are Migrated as Input FRS folders
¾Supported Configurations are Different
¾Post- Import Verification Required
¾Different Licensing Model

Slide 14 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Migration Challenges

¾ License: Using Named Users

„ If the number of existing Named user licenses is not greater
than the number of users to be migrated, then all users will
not be able to login
„ Set Named Users in the CMC for each user or thru a script
using Admin SDK

Slide 15 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Steps for a Successful Migration

Slide 16 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

5
 Migration Steps

¾ Planning and assessment

• Calculate platform and version changes required to go from
source to destination (Supported Web app servers etc.)
• Define the migration options, roadmap and timing.
• Get familiar with CMC and CCM
• Good time to pinpoint obsolete objects
• Certified resource (BECP) involvement increases success.

¾ Migration
• Install the BusinessObjects XI Release 2 system
• Run the migration tools and utilities
• Migration Wizard
• Report Conversion Tool

Slide 17 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Migration Steps

¾ Validation of XIR2
• Check security settings, universes, and reports
• SDK-based customizations may need to be rewritten

¾ Deployment
• Post-migration testing and tuning

Slide 18 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Key P&A Considerations

¾ Complete Vs. Incremental Migration

¾ Operating System
¾ Repository Database
¾ Geographically distributed systems
¾ Business Query for excel
¾ BCA Publisher
¾ BCA Scheduler

Slide 19 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

6
 Migration Wizard

Slide 20 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Migration Wizard
¾ Installed automatically
¾ Can be installed standalone (custom) or on 5.x/6.x
¾ Installing on XIR2 speeds up connection to the CMS
and the FRS.
¾ Windows Based Application

Slide 21 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Migration Wizard

¾ Imports content from source repository

¾ Updates content (e.g. Universe IDs in reports)
¾ Saves content into target CMS and FRS
¾ Can be used to migrate a Unix deployment

Slide 22 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

7
 Import Wizard

¾ Must configure firewalls to give access to CMS

¾ The Import Wizard requires four connections:
¾ BOMain.key file to connect to the source repository and a
GS ID and password to connect to it
¾ ID and password to connect to the target repository
database
¾ Path to Storage/Mail on the source server (optional)
¾ Path to Storage/Users on the source server (optional)

Slide 23 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

What Can Be Imported?

¾ Users and user groups

¾ Inbox, Personal, and Corporate documents
¾ Personal and Corporate categories
¾ Universes
¾ Application Foundation content
¾ Third Party documents in a repository
¾ Stored Procedure privileges

Slide 24 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

What about BOUSER/BOPASS?

¾Automatically relpaced by
DBUSER and DBPASS
during migration.

Slide 25 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

8
 What Does Not Migrate

Slide 26 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

To Migrate or Not To Migrate Security ?

¾ Should I Migrate Security or Not?
ƒ less work initially
ƒ Recreating security means more work but a cleaner, well
designed security schema

¾To Migrate
ƒ Make sure you import groups/users and content (docs and
universes) at the same time
ƒ This will import both access rights and universe overloads

¾To Not Migrate

ƒ Select the option “No, do not migrate security”

Slide 27 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Best Practices

Slide 28 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

9
 Best Practices

¾ Back up any resources stored in the repository.

¾ Export locally stored resources to the repository.

¾ Use a fast hard disc for the import wizard with lots of disc
space
¾ Use a Fast connection between both the 5/6.x system and

the XIR2 system.

Slide 29 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Best Practices

¾ Consider converting Full client docs to webi doc to reduce

deployment costs
¾ Get familiar with the CMC

¾ Migrating to BusinessObjects XI Release 2 into a staging

area is a safe approach enabling migration rollback
¾ Re-creating security means more work upfront, but results
in a cleaner, well-designed security schema once
migration completes
¾ Migrate because there is a need not because its available

Slide 30 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Best Practices – Single Server Deployment

9Web Server 9CMS

9WAS 9Cache Server
9Page Server
9RAS
9Report Job Server
9Input & Output FRS
9Webi Report Server

Slide 31 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

10
 Conclusion

Slide 32 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Conclusion

¾XIR2
¾Integrated and innovative BI platform to meet all BI needs
¾Adds the BusinessObjects full-client
¾Greatly enhanced Web Intelligence
¾Innovations and improvements throughout

¾Migration to XIR2
¾Planning and Assessment
¾Migration (Use Wizards)
¾Validation
¾Deployment

Slide 33 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

Any Questions?

Slide 34 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

11
 Thank You!

http://www.xenonc.com

Slide 35 Copyright © 2006 Xenon Consulting Inc. All rights reserved.

12