This was discussed by Michael Ward at the Spring 2010 Seattle Area Business Objects User Group meeting. This is available for personal/professional use by those that attended the meeting. However, any use as training material by anyone other than Michael, without his express consent, is in violation of copyright laws.

1. Migrating To
BusinessObjects™ R3.1
56132 Parkview
Shelby Twp, MI 48316
586.677.8300 Phone
586.677.8301 Fax
http://www.cttsbi.com
Last Revised: 3/18/2010

2. BusinessObjects™ R3.1 Migration
What Still exists?
 Designer and Universes
 BusinessObjects™ Full Client
 WebIntelligence™ (Introducing Rich Client)
 Crystal Reports
 Dashboard Manager/Performance Manager
 Scheduling
 Publications
© 2010 – Creative Technology and Training Solutions, LLC 2

3. BusinessObjects™ R3.1 Migration
What’s been replaced from 5.x
and 6.x?
 Supervisor (Central Management Console)
 Auditor (Auditing: WebIntelligence)
 BusinessQuery (LiveOffice/Xcelsius)
 WebIntelligence™ OLAP (OLAP Intelligence)
© 2010 – Creative Technology and Training Solutions, LLC 3

4. BusinessObjects™ R3.1 Migration
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 2010 – Creative Technology and Training Solutions, LLC
©
(Version 5/6) 4

5. BusinessObjects™ R3.1 Migration
Utilizing The Import Wizard
What Is Not Supported:
 Custom Interfaces(ASP/JSP)
 BusinessQuery
 WebIntelligence™ OLAP
 Auditor
 InfoView Personal Settings
© 2010 – Creative Technology and Training Solutions, LLC 5

6. BusinessObjects™ R3.1 Migration
Overall Project Plan
Phase 1 Assessment
Phase 2 Planning
Phase 3 Installation/Setup/Deployment
Phase 4 Migration/Conversion
Phase 5 Testing/Validating
Phase 6 User Training
© 2010 – Creative Technology and Training Solutions, LLC 6

7. BusinessObjects™ R3.1 Migration
Overall Project Plan
 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)
© 2010 – Creative Technology and Training Solutions, LLC 7

8. BusinessObjects™ R3.1 Migration
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
© 2010 – Creative Technology and Training Solutions, LLC 8

9. BusinessObjects™ R3.1 Migration
Assessment Phase:
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
© 2010 – Creative Technology and Training Solutions, LLC 9

10. BusinessObjects™ R3.1 Migration
Planning Phase:
Planning To Include:
 Installation of 3.1 Software(Latest SP/Hotfixes)
 Current & Future Needs
 Migration Plan
 Conversion Plan
 Testing Plan
 Sign Off Guidelines
 Training
© 2010 – Creative Technology and Training Solutions, LLC 10

11. BusinessObjects™ R3.1 Migration
Installation Phase:
Installation To Include:
 Installation/Setup of 3.1:
 Server Products
 Desktop Products
 Deployment/Tuning
 Security Model Implementation
© 2010 – Creative Technology and Training Solutions, LLC 11

12. BusinessObjects™ R3.1 Migration
Migration Phase:
Migration/Conversion To Include:
 Incremental vs. Single Pass
 Migrating Documents
 Converting From Deski to Webi
NOTE: Migrating From v5 may require extra step!
© 2010 – Creative Technology and Training Solutions, LLC 12

13. BusinessObjects™ R3.1 Migration
Migration Phase
Migration/Conversion Flowchart:
5.x, 6.x, R2
5.1 or 6.x XI R2
3.1 3.1
XI R2
Migration Conversion
Full client Full client WebIntelligence™
R2 WebIntelligence™ R2 WebIntelligence™
© 2010 – Creative Technology and Training Solutions, LLC 13

14. BusinessObjects™ R3.1 Migration
Migration Phase
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
© 2010 – Creative Technology and Training Solutions, LLC 14

15. BusinessObjects™ R3.1 Migration
Migration Phase
Report Conversion Utility:
 Used For:
 Converting Full Client Documents to WebIntelligence™
 Incorporates New Features of WebIntelligence™ R3.1
SP2
Note: Conversion Tool is Optional!
© 2010 – Creative Technology and Training Solutions, LLC 15

16. BusinessObjects™ R3.1 Migration
Migration Phase
InfoView
Single Pass:
XI R2
Security
Applications
Users
Reports
Universes
Connections
InfoView
3.1
Legacy Security
BO Applications
Users
Reports
Security
Users
Universes
Connections
Applications
Reports
Universes
Connections
© 2010 – Creative Technology and Training Solutions, LLC 16

17. BusinessObjects™ R3.1 Migration
Migration Phase
Incremental:
InfoView
XI R2
Security
Applications
Users
Reports
Universes
Connections Staging
CMS
Security
Users InfoView
Applications
Reports
Universes
3.1
Legacy Connections Security
BO Applications
Users
Reports
Security
Universes
Users
Connections
Applications
Reports
Universes
Connections
© 2010 – Creative Technology and Training Solutions, LLC 17

18. BusinessObjects™ R3.1 Migration
Testing Phase:
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™
© 2010 – Creative Technology and Training Solutions, LLC 18

19. BusinessObjects™ R3.1 Migration
User Training Phase:
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
© 2010 – Creative Technology and Training Solutions, LLC 19

20. BusinessObjects™ R3.1 Migration
Migration Guidelines
 Use Incremental Approach (Not Big Bang)
 Unless just Upgrading from R2
 Create New Security Model (Don’t 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
© 2010 – Creative Technology and Training Solutions, LLC 20

21. BusinessObjects™ R3.1 Migration
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
© 2010 – Creative Technology and Training Solutions, LLC 21