Tips for Migrating to XI 3.1

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

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


What’s been replaced from 5.x
and 6.x?

 Supervisor (Central Management Console)
 Auditor (Auditing: WebIntelligence)
 BusinessQuery (LiveOffice/Xcelsius)
 WebIntelligence™ OLAP (OLAP Intelligence)



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


Utilizing The Import Wizard

What Is Not Supported:
 Custom Interfaces(ASP/JSP)
 BusinessQuery
 WebIntelligence™ OLAP
 Auditor
 InfoView Personal Settings



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



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)



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



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



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



Installation Phase:

Installation To Include:

 Installation/Setup of 3.1:
 Server Products
 Desktop Products
 Deployment/Tuning
 Security Model Implementation



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!



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™



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


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!



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



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



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™



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


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



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


Tips for Migrating to XI 3.1

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