6.x To 3.1 Bo Migration

56132 Parkview
Shelby Twp, MI 48316

586.677.8300 Phone
586.677.8301 Fax
http://www.cttsbi.com
Migrating To
BusinessObjects R3.1
Last Revised: 3/18/2010
2010 Creative Technology and Training Solutions, LLC
2
BusinessObjectsR3.1 Migration
What Still exists?
Designer and Universes
BusinessObjects Full Client
WebIntelligence (Introducing Rich Client)
Crystal Reports
Dashboard Manager/Performance Manager
Scheduling
Publications
3
Whats been replaced from 5.x
and 6.x?
Supervisor (Central Management Console)
Auditor (Auditing: WebIntelligence)
BusinessQuery (LiveOffice/Xcelsius)
WebIntelligence OLAP (OLAP Intelligence)
4
Utilizing the Import Wizard
What Is Supported:

Groups and Users

Inboxes, Personal and Corporate Documents

Universes & Connections

Stored Procedures

Third Party Documents (.pdf, .doc, etc)

Personal and Corporate Categories

BusinessObjects Full-client Documents

WebIntelligence Documents

Broadcast Agent Scheduled Tasks Supported in 3.1

EPM Content

BCA Publisher (Version 5/6)
5
Utilizing The Import Wizard
What Is Not Supported:
Custom Interfaces(ASP/J SP)
BusinessQuery
WebIntelligence OLAP
Auditor
InfoView Personal Settings
6
Overall Project Plan
Phase 1
Phase 2
Phase 3
Phase 4
Assessment
Installation/Setup/Deployment
Migration/Conversion
Testing/Validating Phase 5
Planning
Phase 6 User Training
7

Assessment Phase

Planning Phase

Administration Training

Installation/Setup/Deployment of New Environment

Setup New Security Model (Unless Migrating from R2)

Test New Environment

Rewrite Interfaces

Migrate Current Repository

Test Interfaces

Test/Validate/Tune Reports

Rewrite Any Reports (If required)

End-User Training

Administration Training(If Not Already Trained)
Overall Project Plan
8
Assessment Phase:
Overall Assessment To Include:

Hardware

Server Operating Systems

Client Operating Systems

Other Applications/Utilities

Databases

Repository

Connectivity

Authentication

HTTP Servers

Application Servers

Internet Browsers
9
Overall Assessment To Include(Continued):

Products & Versions

Licenses & Media

Current Product Usage

Future Product Usage

Current Deployment Methods

Future Deployment Methods

Server Access

Additional Options

Other

What will be kept and migrated
Assessment Phase:
10
Planning To Include:

Installation of 3.1 Software(Latest SP/Hotfixes)

Current & Future Needs

Migration Plan

Conversion Plan

Testing Plan

Sign Off Guidelines

Training
Planning Phase:
11
Installation To Include:

Installation/Setup of 3.1:

Server Products

Desktop Products

Deployment/Tuning

Security Model Implementation
Installation Phase:
12
Migration/Conversion To Include:

Incremental vs. Single Pass

Migrating Documents

Converting From Deski to Webi
NOTE: Migrating From v5 may require extra step!
Migration Phase:
13
Migration/Conversion Flowchart:
Migration Phase
Full client Full client
Migration Conversion
5.1 or 6.x XI R2 XI R2
WebIntelligence
3.1 3.1 5.x, 6.x, R2
R2 WebIntelligence R2 WebIntelligence
14
Import Wizard:

Imports:

Users

Security

BI Content

EPM Content

Scheduling

Earlier Versions Include:

BO v5.1.4 and up, v6,v6.5

CE 8.5, 9,10

XI and XI R2
Note: Must be installed on Windows Machine
Migration Phase
15
Report Conversion Utility:

Used For:
Converting Full Client Documents to WebIntelligence
Incorporates New Features of WebIntelligence R3.1
SP2
Note: Conversion Tool is Optional!
Migration Phase
16
Migration Phase
Applications
Reports
Universes
Connections
Security
Users
Legacy
BO
InfoView
Applications
Reports
Universes
Connections
Security
Users
3.1
Single Pass:
InfoView
Applications
Reports
Universes
Connections
Security
Users
XI R2
17
Migration Phase
Incremental:
Applications
Reports
Universes
Connections
Security
Users
Legacy
BO
InfoView
Applications
Reports
Universes
Connections
Security
Users
3.1
Applications
Reports
Universes
Connections
Security
Users
Staging
CMS
InfoView
Applications
Reports
Universes
Connections
Security
Users
XI R2
18
Testing/Validation To Include:

Security

Folder/Object Access

Object Utilization

Application access

Universes and Universe Connections

Universe Restrictions as well

Object Types:

Desktop Intelligence

WebIntelligence

Crystal Reports
Testing Phase:
19
User Training could Include:

Administration Training

Designer

Reporting:
Desktop Intelligence Update Class
WebIntelligence Training
Intro to Infoview (Light Users or Report Consumers)
WebIntelligence Basic Reporting
WebIntelligence Intermediate Reporting
WebIntelligence Advanced Reporting
WebIntelligence Rich Client Reporting
User Training Phase:
20
Migration Guidelines

Use Incremental Approach (Not Big Bang)

Unless just Upgrading from R2

Create New Security Model (Dont Migrate, Unless migrating
from R2)

Clean up Repository before Migrating

Set Deadline For Development/Enhancements in Current
Repository

Convert from Deski to Webi (optional)

Could be Separate Project after Migration Validated

Create Test Plan the fits your needs

Time Limit?

Data Validation necessary?

v5 Migration May Require Extra Step
21
R2 to R3 Migration Consideration
If using a Closed Security Scenario in R2
Environment, if the security model is Migrated to
R3, you will need to revise.
If Top Level Folders Setting is set to No Access
for Everyone Group, Users will not be Able to
View Public Folders in R3

6.x To 3.1 Bo Migration

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56132 Parkview

Shelby Twp, MI 48316

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