Mais conteúdo relacionado Semelhante a Tips for Migrating to XI 3.1 (20) Tips for Migrating to XI 3.12. 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
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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)
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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
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(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
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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
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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)
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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
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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
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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
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11. BusinessObjects™ R3.1 Migration
Installation Phase:
Installation To Include:
Installation/Setup of 3.1:
Server Products
Desktop Products
Deployment/Tuning
Security Model Implementation
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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!
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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™
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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
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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!
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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
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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
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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™
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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
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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
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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
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