SlideShare a Scribd company logo
1 of 42
Download to read offline
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
1 
SAP BusinessObjects BI 4.1 Upgrade Webinar Series 
Upgrading from BusinessObjects XI Release 2/3.1 to BI 4.1 - and 
Updating from BI 4.0 to BI 4.1 
Presenter: Merlijn Ekkel 
Director SAP BI GTM 
Brought to you by the Customer Experience Group
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
2 
We bring to you all that you need to successfully upgrade to the SAP BusinessObjects BI Platform 4.1. 
You can find a BI 4.1 Upgrade Overview page on SCN at: http://scn.sap.com/docs/DOC- 56525 
Webinars also complement these published resources: http://scn.sap.com/docs/DOC- 56308 
SAP BusinessObjects BI Platform 4.1 Upgrade Enablement
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
3 
Agenda 
Planning 
Overview of planning your Upgrade to SAP BI 4.1 
Upgrade Path 
From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 
High- Level Upgrade process using the “Upgrade Management Tool” – UMT 
Best Practices 
From SAP BI 4.0 SPx to SAP BI 4.1 
Misconception 
Best Practices 
Further Resources
Planning 
Overview of planning your Upgrade to SAP BI 4.1
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
5 
Upgrade Overview 
Project Evaluation 
Upgrade Execution 
Validation 
Rollout 
•OS and Hardware 
•Sizing 
•Database 
•CMS repository content 
•Number of documents 
•Security 
•Software installation 
•Db configuration 
•Security configuration 
•Repository objects migration 
•Security correctness 
•BI Document data correctness 
•Customized application functional correctness 
•Planned downtime 
•Training 
•New customized application
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
6 
Update your skills 
ADMINISTRATION 
Architecture design 
Sizing 
Upgrade process 
LCM process 
Portal & customization 
BI APPLICATIONS 
Choice of client tool 
Data Federation 
Access to SAP BW 
OpenDocument & drill-through 
Portal and workspaces 
OPERATIONS 
Setup & Configuration 
Tuning 
Backup & Restore 
Traces & Diagnosis 
Audit & Monitoring 
Updates and patching 
BI 4.1 is BETTER, BI 4.1 is DIFFERENT 
XIR2, XI 3.x best practices MAY NOT APPLY* (* = on sizing, platform)
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
7 
DEFINE A MANAGEABLE SCOPE 
Technical or Functional? 
Check your Upgrade path 
Identify a target 
Stay focused 
Technical: Upgrade existing applications as- is to the new platform Functional: Design a new BI application with BI 4.1 
Technical: Identify one good BI application candidate for upgrade Functional: Identify a new business need to be served. 
Technical: Check if ALL elements of the BI application CAN be upgraded 
Functional: n/a do to design phase 
Upgrade less critical apps first to get familiar with the process 
Never try to both upgrade and introduce new functionalities in the same project 
Iterate on smaller scopes
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
8 
Upgrade paths 
BI 4.1 
BOE - BusinessObjects Enterprise. CE - Crystal Enterprise E – BusinessObjects Enterprise 5/6 
BOE XI 3.x 
BOE XI R2 SP2 
Upgrade Management Tool 
E5 / E6 
BOE XI 
CE8 / CE9 / CE10
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
9 
Versions upgrade path Migration Versus Upgrade - A reminder 
BusinessObjects v5 & v6 platform 
XI R2 Platform 
Moving on same platform = Upgrade 
(XIR2 or XI3 to BI4) 
XI R2 or XI 3.x Platform 
BI 4.1 platform 
Moving on to a different platform = Migration 
(BO V5/V6 to XIr2) 
Complexity: Higher 
•Major change in architecture, significant rework required 
•Need to rewrite the security model 
•Conversion from Desktop Intelligence to Web Intelligence difficult due to lack of features 
•Minimal rework/reconfiguration required 
•Continuity in the security model 
•Catch up between Desktop Intelligence and Web Intelligence almost complete 
•Streamlined upgrade management tool 
Complexity: Lower
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
10 
Upgrade paths 
BI 4.1 
BOE - BusinessObjects Enterprise. CE - Crystal Enterprise E – BusinessObjects Enterprise 5/6 
BOE XI 3.x 
BOE XI R2 SP2 
Upgrade Management Tool 
E5 / E6 
BOE XI 
CE8 / CE9 / CE10
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
11 
 Upgrade on different version 
 Moving from XI R2/ XI3 to BI4.0/BI4.1 
 In parallel upgrade 
“In Place” versus “In Parallel” upgrade 
Time 
Previous (Xir2 or Xi3.1) system 
BI 4.0 system 
Existing BOE 
XI R2 or XI 3 environment 
1 
Installation and configuration of third parties and customization 
New BOE BI 4.1 environment 
2 
Existing BOE 
XI R2 or XI 3 environment 
3 
Upgrade BOE content 
content (live to live) 
New BOE BI 4.1 environment 
Existing BOE 
XI R2 or XI 3 environment 
 Upgrade on the same version 
 Installing Patch or Service Pack 
 In place upgrade 
Time 
Xi3 system 
1 
Install patch or SP on BOE 
Existing BOE XI 3 environment 
Existing BOE XI 3 environment 
Time 
BI4.X system 
1 
Install patch or SP on BOE 
Existing BOE BI4.0 environment 
Existing BOE BI4.1 environment
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
12 
Full System vs Staged Upgrade 
Full / One Shot Upgrade 
Upgrade all content at once 
Only 1 system to maintain 
Requires lockdown of the entire system 
Issues affect the entire system 
Long downtime 
Simpler (less options) 
Stage / Incremental Upgrade per department 
Upgrade content in stages 
2 systems to maintain 
Requires lockdown of department folder 
Issues affect only the department upgraded 
Short downtime
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
13 
Full System Upgrade Considerations 
No lockdown or read only options available in BOE 
To lockdown a BOE system: 
Shutdown your application server 
Disable and stop all “BusinessObjects servers” except the “CMS, Input and output” 
Block all access to the CMS port except between your source and destination 
Time 
Previous (XI R2 or XI 3.1) 
system 
XI 4.1 system 
Previous (XI R2 or XI3.x) 
1 
Set up the Xi4.1 system 
2 
XI 4.1 System 
XI 4.1 System 
Freeze the source and upgrade 
the full system 
3 
Previous (XI R2 or XI3.x) 
XI 4.1 System 
5 
4 
Stop the previous system 
Previous (XI R2 or XI3.x)
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
14 
Staged Upgrade Considerations 
To lockdown a department folder, modify folder rights: 
XI R2: explicitly deny view objects rights 
XI 3: create a custom access level and explicitly deny view objects rights 
Time 
XI 4.1 System 
7 
Previous (XI R2 or XI 3.x) 
1 
XI 4.1 System 
Set up the Xi4.1 system 
2 
Previous (XI R2 or XI 3.x) system 
Xi 4.1 system 
XI 4.1 System 
5 
Freeze H and upgrade it 
Previous (XI R2 or XI 3.x) 
6 
Previous (XI R2 or XI 3.x) 
Stop the previous system 
XI 4.1 System 
Freeze the Folder department A and upgrade it 
3 
Previous (XI R2 or XI 3.x) 
XI 4.1 System 
Freeze B and upgrade it 
4 
Previous (XI R2 or XI 3.x) 
Freeze … and upgrade it
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
15 
Platform considerations 
Effort 
XI 3.1 
BI 4.04.1 
Upgrade Considerations 
XI3 software 
No patch, full install required 
Full installation is required. 
Co-existing XI3 and BI4 is possible (exceptions exists for clients) 
Audit database 
New audit schema 
Can not report across both BI4 and XI3 audit data as they will be different schemas (Details) 
InfoView 
BI Launch Pad 
New interface 
Report pinning 
Dashboard Builder 
BI Workspace 
Corporate, Personal and My InfoView Dashboards become BI Workspaces but some analytics must be recreated in ‘Dashboards’ (Xcelsius) 
to 
Encyclopedia, 
Performance Manager 
End of Life 
No upgrade. 
SAP Strategy Manager as alternative for Performance Manager. 
Discussions 
Deprecated 
Continue to use in BI4 and/or adopt new SAP JAM integration 
Search 
New search technology 
The search index will be re-built in BI 4.0. 
Index disk size should be much smaller 
Additional work required beyond typical upgrade: Minor effort = Significant Effort =
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
16 
Effort 
XI 3.1 
BI 4.04.1 
Upgrade Considerations 
to 
Crystal Reports 
Crystal Reports 20112013 
and Crystal Reports for Enterprise 
All reports are by default upgraded to CR 20112013 
Use “Crystal Reports for Enterprise” for BICS or UNX semantic layer. 
to 
Desktop Intelligence 
End Of Life* 
*DCP in 4.1 
Need to convert documents to Web Intelligence, either before or after the upgrade with Report Conversion Tool. 
Xcelsius 2008 
Dashboards 
Conversion to new format is optional. Old ones will still work (if using a ‘relative address’). Conversion adds new features (globalization, direct UNX queries) 
Explorer 
Explorer 
Information Spaces based on Excel are upgraded but will need re-indexing. Explorer to BW can’t connect to BW Queries (using UNV) in 4.0, only in B4.1 
Voyager 
Analysis, edition for OLAP 
Voyager workspaces will upgrade to Analysis workspaces. Requires new connections of the exact same name in BI4. 
Web Intelligence 
Web Intelligence 
Fully upgraded. 
Depending on usage, some corrections may be needed in the reports 
Content conversion (1/3) 
Additional work required beyond typical upgrade: Minor effort = Significant Effort =
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
17 
Effort 
XI 3.1 
BI 4.0 
Upgrade Considerations 
Universe Design Tool (.UNV) 
No change 
None, universes and designer as in XI 3.x 
N/A 
Information Designer 
(.UNX) 
Relational UNV can be converted to UNX 
No authored universes for BW OLAP access. Now recommended to use drect BICS connection. 
‘OLAP’ UNX universes recommended over other ‘OLAP’ UNV universes 
Business Views Designer 
No change 
No changes to business views 
Only supported with Crystal Reports 2011. 
Content conversion (2/3) 
Additional work required beyond typical upgrade: Minor effort = Significant Effort =
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
18 
Effort 
XI 3.1 
BI 4.0 
Upgrade Considerations 
LifeCycle Management 
Installer fully Integrated in BI 4.0. VM System remains separate 
If you want to keep the content in your ‘Version Management system’ you’ll need to upgrade it. 
Or you could just start fresh 
Report Conversion Tool / Report Comparison Tool 
No major change, except ‘.REP’s can not exist in BI4.0* 
Convert before or after the upgrade. 
BI4 tools allow for improved conversion rates. (Query on Query, Fold/Unfold, Show/Hide, Fit to page) 
Additional work required beyond typical upgrade: Minor effort = Significant Effort = 
Content conversion (3/3)
From SAP BOE XI Rel.2 SP2+ to SAP BI 4.1 
High-Level Upgrade process using the “Upgrade Management Tool” – UMT
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
20 
From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 
Its an Upgrade 
Moving to SAP BI 4.1 from (at least) “BusinessObjects Enterprise XI Rel.2 SP2” is called Upgrade 
Its moving from an old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3) 
Achieved via the “Upgrade Management Tool” - UMT 
The UMT is a Windows based GUI Tool 
For LINUX and UNIX available as CLI 
Comes with the installation of the Server components from SAP BI 4.1 
It’s the replacement of the “Import Wizard” from legacy Versions 
There is only the UMT! 
There are information available like in Forums etc. where people like to move to a new Code line using different techniques 
These are “LCM”, “Promotion Management” or a CMS Database Copy 
These information are wrong! – There is only the UMT for Upgrading to SAP BI 4.1 from at least “BusinessObjects Enterprise XI Rel.2 SP2”
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
21 
From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 
The UMT 
The only Upgrade Resource 
Easy to use as GUI or CLI 
A total 1:1 Upgrade can be done within 4 Steps! 
Results are stored in a log File for better troubleshooting 
Run it multiple Times to get a feeling how long your Upgrade takes 
Run it multiple Times to get a feeling how the UMT behaves
From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 
Best Practices
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
23 
From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 
Best Practices for the UMT 
Apply the following BP 
Have a dedicated Environment with only the UMT installed 
Environment needs to have Power! 
Run all Upgrades only from this Environment 
Have Wave Upgrades instead of a Full Upgrade 
Can be decommissioned after the Upgrade has been successfully completed 
Follow the SAP Best Practices found here for the UMT
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
24 
BI4.1 Upgrade Pattern Book 
Step by Step documentation of a real upgrade from XI3.1 into BI4.1 
With documentation and considerations around: 
-Scope 
-Landscape Overview Used 
-Pre Requisites 
-Upgrade Workflow 
-Post Upgrade Workflow 
-Known Issues and Challenges
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
25 
Key Links to Explorer 
SAP BI Pattern Books – BI4.1 Upgrade 
http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+- +Pattern+Book+on+BI+4.1+Upgrade 
SAP BusinessObjects BI4.0 Process Flows 
http://scn.sap.com/docs/DOC-8292 
How to upgrade to BI4.0 
http://wiki.scn.sap.com/wiki/display/BOBJ/How+to+Upgrade+to+BI4.0
From SAP BI 4.0 SPx to SAP BI 4.1
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
27 
From SAP BI 4.0 SPx to SAP BI 4.1 
Please read the blog entry by Matthew Shaw: 
The update to BI4.1 from BI4.0 is the same process as applying a Support Pack. i.e. just apply the ‘patch’ software to update from BI4.0 to BI4.1. There is no need to install BI4.1 on a new machine, nor is there a need to move, or copy content from one repository to another. Indeed it’s vital that the CMS System Repository database is updated as part of the update process. 
http://scn.sap.com/community/bi-platform/blog/2013/11/05/doing-a-full-install-for-updating-from-bi40-to-bi41- think-again
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
28 
From SAP BI 4.0 SPx to SAP BI 4.1 
Misconception: - Full install is needed for new features 
Unfortunately the BI4.1 update, BI4.1 SPx Update and BI4.1 Patch update documentation will have you incorrectly believe this. The following sentences in those guides are not correct: 
If you want to use of the expanded set of ERP Drivers available in this release, you will need to perform a full install 
and 
You must do a full installation to get the new features
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
29 
From SAP BI 4.0 SPx to SAP BI 4.1 
Misconception: - Full install is needed for new features 
When the update is applied, only the existing software components are updated. All new features for those existing components will be updated. Any new components available will not be installed. To install new components, simply modify the original base installation and select the new components to install. The patch installer even provides a friendly reminder to do just this at the end of the update.
From SAP BI 4.0 SPx to SAP BI 4.1 
Best Practices
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
31 
From SAP BI 4.0 SPx to SAP BI 4.1 SPx 
Its an Update NOT an Upgrade NOR a Migration 
Moving to SAP BI 4.1 from SAP BI 4.0 is not a hard Task! 
No Big Projects or Budget is required 
Simple Process 
Moving to SAP BI 4.1 from SAP BI 4.0 is a simple Update installer 
Its like Updating from SAP BI 4.0 SP7 to SAP BI 4.0 SP8 
Follow the Best Practices 
Disable certain Services, Disable Anti- Virus, Maybe kill certain Services (JAVA.EXE) manually 
Simple run the Update Installer 
Take always the latest Version (As of May 2014 the latest Version is SAP BI 4.1 SP3) 
The Best Practices for running an Update installer can be found here
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
32 
BI4.x Cluster Patching Guide – Your Interactive Advise
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
33 
BI4.1 Update Pattern Book 
Step by Step documentation of a real update from BI4.0 SP04 into BI4.1 SP04 
With documentation and considerations around: 
-Scope 
-Landscape Overview Used 
-Pre Requisites 
-Update Workflow 
-Post Update Workflow 
-Known Issues and Challenges
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
34 
Key Links to explore 
SAP BI Pattern Books – BI4.1 Update 
http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+- +Pattern+Book+on+BI+4.1+Update 
Patching Strategies and Best Practices + Parallel Patching 
http://scn.sap.com/docs/DOC-50077 
Interactive BI4.x Cluster Patch guide 
http://scn.sap.com/docs/DOC-38905
Further Resources
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
36 
Further Resources 
sapbusinessobjectsbi.com/upgrade
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
37 
SAP BusinessObjects BI 4.1 Upgrade Webinar Series 
Upgrading from BusinessObjects XI Release 2/3.1 to BI 4.1 - and 
Updating from BI 4.0 to BI 4.1 
Q & A 
Brought to you by the Customer Experience Group
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
38 
Appendix
From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 
Overview
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
40 
From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 
Its an Upgrade 
Moving to SAP BI 4.1 from “BusinessObjects Enterprise 6.x”, “Crystal Enterprise 10” or lower is called Upgrade 
Its moving from a (very) old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3) 
Only available via the Indirect Migration Path 
No direct Migration Path is available 
You need a version in between that offers a direct Migration Path 
Should be at least “BusinessObjects Enterprise XI Rel.2 SP2” 
SAP recommends to use “SAP BusinessObjects Enterprise XI 3.1 SP7” as the Version in Between 
This Version is still in Support and offers better Upgrade compatibility to SAP BI 4.1 
A mixture of Tools 
For moving from the legacy Environment to “SAP BusinessObjects Enterprise XI 3.1 SP7” take advantage of the “Import Wizard” – And nothing else! 
Afterwards use the UMT followed by the Best Practices to Upgrade to SAP BI 4.1
From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 
Best Practices
©2013 SAP AG or an SAP affiliate company. All rights reserved. 
42 
From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 
Best Practices 
Have a separate Environment for the SAP BOE XI 3.1 SP7 installation 
Use the “Import Wizard” from this Environment (no separate Environment) 
Upgrade the content 1:1 – Do NOT edit/adjust the content in the SAP BOE XI 3.1 SP7 Environment 
No Wave Upgrade – Only Full Upgrade 
Adjustment/Edit will be done in the SAP BI 4.1 Destination Environment 
From the SAP BOE XI 3.1 SP7 Environment to the SAP BI 4.1 SP3 Target Environment follow the BP for the UMT 
Use the “Upgrade Guide” from “SAP BusinessObjects Enterprise XI 3.1 SP7” for your help from here

More Related Content

More from SAP Analytics

#askSAP Analytics Innovations Community Call – Bridging the Information Gap
#askSAP Analytics Innovations Community Call – Bridging the Information Gap#askSAP Analytics Innovations Community Call – Bridging the Information Gap
#askSAP Analytics Innovations Community Call – Bridging the Information GapSAP Analytics
 
Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...
Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...
Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...SAP Analytics
 
#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...
#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...
#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...SAP Analytics
 
#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...
#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...
#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...SAP Analytics
 
#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...
#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...
#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...SAP Analytics
 
#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...
#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...
#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...SAP Analytics
 
#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...
#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...
#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...SAP Analytics
 
SAP Leonardo: An Overview
SAP Leonardo: An OverviewSAP Leonardo: An Overview
SAP Leonardo: An OverviewSAP Analytics
 
#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...
#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...
#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...SAP Analytics
 
Data & Analytics: The Competitive Edge for Small and Midsize Businesses
Data & Analytics: The Competitive Edge for Small and Midsize BusinessesData & Analytics: The Competitive Edge for Small and Midsize Businesses
Data & Analytics: The Competitive Edge for Small and Midsize BusinessesSAP Analytics
 
Data Analytics Help Drive Digital Transformation Infographic
Data Analytics Help Drive Digital Transformation InfographicData Analytics Help Drive Digital Transformation Infographic
Data Analytics Help Drive Digital Transformation InfographicSAP Analytics
 
#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...
#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...
#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...SAP Analytics
 
Unify Line of Business Data with SAP Digital Boardroom
Unify Line of Business Data with SAP Digital BoardroomUnify Line of Business Data with SAP Digital Boardroom
Unify Line of Business Data with SAP Digital BoardroomSAP Analytics
 
#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...
#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...
#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...SAP Analytics
 
Can your insights deliver 171% ROI?
Can your insights deliver 171% ROI?Can your insights deliver 171% ROI?
Can your insights deliver 171% ROI?SAP Analytics
 
#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...
#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...
#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...SAP Analytics
 
#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...
#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...
#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...SAP Analytics
 
#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...
#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...
#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...SAP Analytics
 
#askSAP GRC Innovations Community Call: Cybersecurity Risk and Governance
#askSAP GRC Innovations Community Call: Cybersecurity Risk and Governance#askSAP GRC Innovations Community Call: Cybersecurity Risk and Governance
#askSAP GRC Innovations Community Call: Cybersecurity Risk and GovernanceSAP Analytics
 
#askSAP EPM Innovations Community Call: Transform Finance into Instant Insight
#askSAP EPM Innovations Community Call: Transform Finance into Instant Insight#askSAP EPM Innovations Community Call: Transform Finance into Instant Insight
#askSAP EPM Innovations Community Call: Transform Finance into Instant InsightSAP Analytics
 

More from SAP Analytics (20)

#askSAP Analytics Innovations Community Call – Bridging the Information Gap
#askSAP Analytics Innovations Community Call – Bridging the Information Gap#askSAP Analytics Innovations Community Call – Bridging the Information Gap
#askSAP Analytics Innovations Community Call – Bridging the Information Gap
 
Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...
Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...
Optimize Business Intelligence Efforts With Embedded, Application-Driven Anal...
 
#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...
#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...
#askSAP Analytics Innovations Community Call: SAP Analytics 2019 Strategy and...
 
#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...
#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...
#AskSAP Analytics Innovations Community Call: SAP Analytics Fall 2018 Innovat...
 
#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...
#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...
#askSAP Analytics Innovations Community Call: Become an Intelligent Enterpris...
 
#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...
#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...
#askSAP Analytics Innovations Community Call: SAP 2018 strategy and Roadmap f...
 
#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...
#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...
#asksap Analytics Innovations Community Call: SAP BW/4HANA - the Big Data War...
 
SAP Leonardo: An Overview
SAP Leonardo: An OverviewSAP Leonardo: An Overview
SAP Leonardo: An Overview
 
#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...
#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...
#askSAP Analytics Innovations Community Call: Delivering the Intelligent Ente...
 
Data & Analytics: The Competitive Edge for Small and Midsize Businesses
Data & Analytics: The Competitive Edge for Small and Midsize BusinessesData & Analytics: The Competitive Edge for Small and Midsize Businesses
Data & Analytics: The Competitive Edge for Small and Midsize Businesses
 
Data Analytics Help Drive Digital Transformation Infographic
Data Analytics Help Drive Digital Transformation InfographicData Analytics Help Drive Digital Transformation Infographic
Data Analytics Help Drive Digital Transformation Infographic
 
#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...
#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...
#askSAP: Journey to the Cloud: SAP Strategy and Roadmap for Cloud and Hybrid ...
 
Unify Line of Business Data with SAP Digital Boardroom
Unify Line of Business Data with SAP Digital BoardroomUnify Line of Business Data with SAP Digital Boardroom
Unify Line of Business Data with SAP Digital Boardroom
 
#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...
#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...
#asksap Analytics Innovations Community Call - Take Action in 2017 with Innov...
 
Can your insights deliver 171% ROI?
Can your insights deliver 171% ROI?Can your insights deliver 171% ROI?
Can your insights deliver 171% ROI?
 
#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...
#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...
#askSAP EPM Innovations Community Call: How Planning Can Ignite Digital Trans...
 
#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...
#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...
#askSAP Analytics Innovations Community Call: Reimagine Analytics for the Dig...
 
#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...
#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...
#askSAP Analytics Innovations Community Call: Innovation in Core BI Solutions...
 
#askSAP GRC Innovations Community Call: Cybersecurity Risk and Governance
#askSAP GRC Innovations Community Call: Cybersecurity Risk and Governance#askSAP GRC Innovations Community Call: Cybersecurity Risk and Governance
#askSAP GRC Innovations Community Call: Cybersecurity Risk and Governance
 
#askSAP EPM Innovations Community Call: Transform Finance into Instant Insight
#askSAP EPM Innovations Community Call: Transform Finance into Instant Insight#askSAP EPM Innovations Community Call: Transform Finance into Instant Insight
#askSAP EPM Innovations Community Call: Transform Finance into Instant Insight
 

Recently uploaded

Computer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsComputer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsSeth Reyes
 
Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)Commit University
 
Building AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxBuilding AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxUdaiappa Ramachandran
 
VoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXVoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXTarek Kalaji
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaborationbruanjhuli
 
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPAAnypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPAshyamraj55
 
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdfUiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdfDianaGray10
 
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesAI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesMd Hossain Ali
 
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...DianaGray10
 
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostKubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostMatt Ray
 
Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1DianaGray10
 
Cybersecurity Workshop #1.pptx
Cybersecurity Workshop #1.pptxCybersecurity Workshop #1.pptx
Cybersecurity Workshop #1.pptxGDSC PJATK
 
How Accurate are Carbon Emissions Projections?
How Accurate are Carbon Emissions Projections?How Accurate are Carbon Emissions Projections?
How Accurate are Carbon Emissions Projections?IES VE
 
Videogame localization & technology_ how to enhance the power of translation.pdf
Videogame localization & technology_ how to enhance the power of translation.pdfVideogame localization & technology_ how to enhance the power of translation.pdf
Videogame localization & technology_ how to enhance the power of translation.pdfinfogdgmi
 
Empowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintEmpowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintMahmoud Rabie
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding TeamAdam Moalla
 
AI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarAI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarPrecisely
 
Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.YounusS2
 
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Will Schroeder
 

Recently uploaded (20)

Computer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsComputer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and Hazards
 
Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)Crea il tuo assistente AI con lo Stregatto (open source python framework)
Crea il tuo assistente AI con lo Stregatto (open source python framework)
 
Building AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxBuilding AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptx
 
VoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXVoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBX
 
20150722 - AGV
20150722 - AGV20150722 - AGV
20150722 - AGV
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
 
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPAAnypoint Code Builder , Google Pub sub connector and MuleSoft RPA
Anypoint Code Builder , Google Pub sub connector and MuleSoft RPA
 
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdfUiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
 
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesAI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
 
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
 
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostKubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
 
Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1Secure your environment with UiPath and CyberArk technologies - Session 1
Secure your environment with UiPath and CyberArk technologies - Session 1
 
Cybersecurity Workshop #1.pptx
Cybersecurity Workshop #1.pptxCybersecurity Workshop #1.pptx
Cybersecurity Workshop #1.pptx
 
How Accurate are Carbon Emissions Projections?
How Accurate are Carbon Emissions Projections?How Accurate are Carbon Emissions Projections?
How Accurate are Carbon Emissions Projections?
 
Videogame localization & technology_ how to enhance the power of translation.pdf
Videogame localization & technology_ how to enhance the power of translation.pdfVideogame localization & technology_ how to enhance the power of translation.pdf
Videogame localization & technology_ how to enhance the power of translation.pdf
 
Empowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintEmpowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership Blueprint
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team
 
AI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity WebinarAI You Can Trust - Ensuring Success with Data Integrity Webinar
AI You Can Trust - Ensuring Success with Data Integrity Webinar
 
Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.Basic Building Blocks of Internet of Things.
Basic Building Blocks of Internet of Things.
 
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
Apres-Cyber - The Data Dilemma: Bridging Offensive Operations and Machine Lea...
 

SAP #BOBJ #BI 4.1 Upgrade Webcast Series 7: Upgrade Process: Moving from BusinessObjects XI Release 2/3.1 and 4.0 to BI 4.1

  • 1. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 1 SAP BusinessObjects BI 4.1 Upgrade Webinar Series Upgrading from BusinessObjects XI Release 2/3.1 to BI 4.1 - and Updating from BI 4.0 to BI 4.1 Presenter: Merlijn Ekkel Director SAP BI GTM Brought to you by the Customer Experience Group
  • 2. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 2 We bring to you all that you need to successfully upgrade to the SAP BusinessObjects BI Platform 4.1. You can find a BI 4.1 Upgrade Overview page on SCN at: http://scn.sap.com/docs/DOC- 56525 Webinars also complement these published resources: http://scn.sap.com/docs/DOC- 56308 SAP BusinessObjects BI Platform 4.1 Upgrade Enablement
  • 3. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 3 Agenda Planning Overview of planning your Upgrade to SAP BI 4.1 Upgrade Path From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 High- Level Upgrade process using the “Upgrade Management Tool” – UMT Best Practices From SAP BI 4.0 SPx to SAP BI 4.1 Misconception Best Practices Further Resources
  • 4. Planning Overview of planning your Upgrade to SAP BI 4.1
  • 5. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 5 Upgrade Overview Project Evaluation Upgrade Execution Validation Rollout •OS and Hardware •Sizing •Database •CMS repository content •Number of documents •Security •Software installation •Db configuration •Security configuration •Repository objects migration •Security correctness •BI Document data correctness •Customized application functional correctness •Planned downtime •Training •New customized application
  • 6. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 6 Update your skills ADMINISTRATION Architecture design Sizing Upgrade process LCM process Portal & customization BI APPLICATIONS Choice of client tool Data Federation Access to SAP BW OpenDocument & drill-through Portal and workspaces OPERATIONS Setup & Configuration Tuning Backup & Restore Traces & Diagnosis Audit & Monitoring Updates and patching BI 4.1 is BETTER, BI 4.1 is DIFFERENT XIR2, XI 3.x best practices MAY NOT APPLY* (* = on sizing, platform)
  • 7. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 7 DEFINE A MANAGEABLE SCOPE Technical or Functional? Check your Upgrade path Identify a target Stay focused Technical: Upgrade existing applications as- is to the new platform Functional: Design a new BI application with BI 4.1 Technical: Identify one good BI application candidate for upgrade Functional: Identify a new business need to be served. Technical: Check if ALL elements of the BI application CAN be upgraded Functional: n/a do to design phase Upgrade less critical apps first to get familiar with the process Never try to both upgrade and introduce new functionalities in the same project Iterate on smaller scopes
  • 8. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 8 Upgrade paths BI 4.1 BOE - BusinessObjects Enterprise. CE - Crystal Enterprise E – BusinessObjects Enterprise 5/6 BOE XI 3.x BOE XI R2 SP2 Upgrade Management Tool E5 / E6 BOE XI CE8 / CE9 / CE10
  • 9. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 9 Versions upgrade path Migration Versus Upgrade - A reminder BusinessObjects v5 & v6 platform XI R2 Platform Moving on same platform = Upgrade (XIR2 or XI3 to BI4) XI R2 or XI 3.x Platform BI 4.1 platform Moving on to a different platform = Migration (BO V5/V6 to XIr2) Complexity: Higher •Major change in architecture, significant rework required •Need to rewrite the security model •Conversion from Desktop Intelligence to Web Intelligence difficult due to lack of features •Minimal rework/reconfiguration required •Continuity in the security model •Catch up between Desktop Intelligence and Web Intelligence almost complete •Streamlined upgrade management tool Complexity: Lower
  • 10. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 10 Upgrade paths BI 4.1 BOE - BusinessObjects Enterprise. CE - Crystal Enterprise E – BusinessObjects Enterprise 5/6 BOE XI 3.x BOE XI R2 SP2 Upgrade Management Tool E5 / E6 BOE XI CE8 / CE9 / CE10
  • 11. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 11  Upgrade on different version  Moving from XI R2/ XI3 to BI4.0/BI4.1  In parallel upgrade “In Place” versus “In Parallel” upgrade Time Previous (Xir2 or Xi3.1) system BI 4.0 system Existing BOE XI R2 or XI 3 environment 1 Installation and configuration of third parties and customization New BOE BI 4.1 environment 2 Existing BOE XI R2 or XI 3 environment 3 Upgrade BOE content content (live to live) New BOE BI 4.1 environment Existing BOE XI R2 or XI 3 environment  Upgrade on the same version  Installing Patch or Service Pack  In place upgrade Time Xi3 system 1 Install patch or SP on BOE Existing BOE XI 3 environment Existing BOE XI 3 environment Time BI4.X system 1 Install patch or SP on BOE Existing BOE BI4.0 environment Existing BOE BI4.1 environment
  • 12. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 12 Full System vs Staged Upgrade Full / One Shot Upgrade Upgrade all content at once Only 1 system to maintain Requires lockdown of the entire system Issues affect the entire system Long downtime Simpler (less options) Stage / Incremental Upgrade per department Upgrade content in stages 2 systems to maintain Requires lockdown of department folder Issues affect only the department upgraded Short downtime
  • 13. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 13 Full System Upgrade Considerations No lockdown or read only options available in BOE To lockdown a BOE system: Shutdown your application server Disable and stop all “BusinessObjects servers” except the “CMS, Input and output” Block all access to the CMS port except between your source and destination Time Previous (XI R2 or XI 3.1) system XI 4.1 system Previous (XI R2 or XI3.x) 1 Set up the Xi4.1 system 2 XI 4.1 System XI 4.1 System Freeze the source and upgrade the full system 3 Previous (XI R2 or XI3.x) XI 4.1 System 5 4 Stop the previous system Previous (XI R2 or XI3.x)
  • 14. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 14 Staged Upgrade Considerations To lockdown a department folder, modify folder rights: XI R2: explicitly deny view objects rights XI 3: create a custom access level and explicitly deny view objects rights Time XI 4.1 System 7 Previous (XI R2 or XI 3.x) 1 XI 4.1 System Set up the Xi4.1 system 2 Previous (XI R2 or XI 3.x) system Xi 4.1 system XI 4.1 System 5 Freeze H and upgrade it Previous (XI R2 or XI 3.x) 6 Previous (XI R2 or XI 3.x) Stop the previous system XI 4.1 System Freeze the Folder department A and upgrade it 3 Previous (XI R2 or XI 3.x) XI 4.1 System Freeze B and upgrade it 4 Previous (XI R2 or XI 3.x) Freeze … and upgrade it
  • 15. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 15 Platform considerations Effort XI 3.1 BI 4.04.1 Upgrade Considerations XI3 software No patch, full install required Full installation is required. Co-existing XI3 and BI4 is possible (exceptions exists for clients) Audit database New audit schema Can not report across both BI4 and XI3 audit data as they will be different schemas (Details) InfoView BI Launch Pad New interface Report pinning Dashboard Builder BI Workspace Corporate, Personal and My InfoView Dashboards become BI Workspaces but some analytics must be recreated in ‘Dashboards’ (Xcelsius) to Encyclopedia, Performance Manager End of Life No upgrade. SAP Strategy Manager as alternative for Performance Manager. Discussions Deprecated Continue to use in BI4 and/or adopt new SAP JAM integration Search New search technology The search index will be re-built in BI 4.0. Index disk size should be much smaller Additional work required beyond typical upgrade: Minor effort = Significant Effort =
  • 16. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 16 Effort XI 3.1 BI 4.04.1 Upgrade Considerations to Crystal Reports Crystal Reports 20112013 and Crystal Reports for Enterprise All reports are by default upgraded to CR 20112013 Use “Crystal Reports for Enterprise” for BICS or UNX semantic layer. to Desktop Intelligence End Of Life* *DCP in 4.1 Need to convert documents to Web Intelligence, either before or after the upgrade with Report Conversion Tool. Xcelsius 2008 Dashboards Conversion to new format is optional. Old ones will still work (if using a ‘relative address’). Conversion adds new features (globalization, direct UNX queries) Explorer Explorer Information Spaces based on Excel are upgraded but will need re-indexing. Explorer to BW can’t connect to BW Queries (using UNV) in 4.0, only in B4.1 Voyager Analysis, edition for OLAP Voyager workspaces will upgrade to Analysis workspaces. Requires new connections of the exact same name in BI4. Web Intelligence Web Intelligence Fully upgraded. Depending on usage, some corrections may be needed in the reports Content conversion (1/3) Additional work required beyond typical upgrade: Minor effort = Significant Effort =
  • 17. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 17 Effort XI 3.1 BI 4.0 Upgrade Considerations Universe Design Tool (.UNV) No change None, universes and designer as in XI 3.x N/A Information Designer (.UNX) Relational UNV can be converted to UNX No authored universes for BW OLAP access. Now recommended to use drect BICS connection. ‘OLAP’ UNX universes recommended over other ‘OLAP’ UNV universes Business Views Designer No change No changes to business views Only supported with Crystal Reports 2011. Content conversion (2/3) Additional work required beyond typical upgrade: Minor effort = Significant Effort =
  • 18. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 18 Effort XI 3.1 BI 4.0 Upgrade Considerations LifeCycle Management Installer fully Integrated in BI 4.0. VM System remains separate If you want to keep the content in your ‘Version Management system’ you’ll need to upgrade it. Or you could just start fresh Report Conversion Tool / Report Comparison Tool No major change, except ‘.REP’s can not exist in BI4.0* Convert before or after the upgrade. BI4 tools allow for improved conversion rates. (Query on Query, Fold/Unfold, Show/Hide, Fit to page) Additional work required beyond typical upgrade: Minor effort = Significant Effort = Content conversion (3/3)
  • 19. From SAP BOE XI Rel.2 SP2+ to SAP BI 4.1 High-Level Upgrade process using the “Upgrade Management Tool” – UMT
  • 20. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 20 From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 Its an Upgrade Moving to SAP BI 4.1 from (at least) “BusinessObjects Enterprise XI Rel.2 SP2” is called Upgrade Its moving from an old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3) Achieved via the “Upgrade Management Tool” - UMT The UMT is a Windows based GUI Tool For LINUX and UNIX available as CLI Comes with the installation of the Server components from SAP BI 4.1 It’s the replacement of the “Import Wizard” from legacy Versions There is only the UMT! There are information available like in Forums etc. where people like to move to a new Code line using different techniques These are “LCM”, “Promotion Management” or a CMS Database Copy These information are wrong! – There is only the UMT for Upgrading to SAP BI 4.1 from at least “BusinessObjects Enterprise XI Rel.2 SP2”
  • 21. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 21 From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 The UMT The only Upgrade Resource Easy to use as GUI or CLI A total 1:1 Upgrade can be done within 4 Steps! Results are stored in a log File for better troubleshooting Run it multiple Times to get a feeling how long your Upgrade takes Run it multiple Times to get a feeling how the UMT behaves
  • 22. From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 Best Practices
  • 23. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 23 From SAP BOE XI Rel.2 SP2 (and later) to SAP BI 4.1 Best Practices for the UMT Apply the following BP Have a dedicated Environment with only the UMT installed Environment needs to have Power! Run all Upgrades only from this Environment Have Wave Upgrades instead of a Full Upgrade Can be decommissioned after the Upgrade has been successfully completed Follow the SAP Best Practices found here for the UMT
  • 24. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 24 BI4.1 Upgrade Pattern Book Step by Step documentation of a real upgrade from XI3.1 into BI4.1 With documentation and considerations around: -Scope -Landscape Overview Used -Pre Requisites -Upgrade Workflow -Post Upgrade Workflow -Known Issues and Challenges
  • 25. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 25 Key Links to Explorer SAP BI Pattern Books – BI4.1 Upgrade http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+- +Pattern+Book+on+BI+4.1+Upgrade SAP BusinessObjects BI4.0 Process Flows http://scn.sap.com/docs/DOC-8292 How to upgrade to BI4.0 http://wiki.scn.sap.com/wiki/display/BOBJ/How+to+Upgrade+to+BI4.0
  • 26. From SAP BI 4.0 SPx to SAP BI 4.1
  • 27. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 27 From SAP BI 4.0 SPx to SAP BI 4.1 Please read the blog entry by Matthew Shaw: The update to BI4.1 from BI4.0 is the same process as applying a Support Pack. i.e. just apply the ‘patch’ software to update from BI4.0 to BI4.1. There is no need to install BI4.1 on a new machine, nor is there a need to move, or copy content from one repository to another. Indeed it’s vital that the CMS System Repository database is updated as part of the update process. http://scn.sap.com/community/bi-platform/blog/2013/11/05/doing-a-full-install-for-updating-from-bi40-to-bi41- think-again
  • 28. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 28 From SAP BI 4.0 SPx to SAP BI 4.1 Misconception: - Full install is needed for new features Unfortunately the BI4.1 update, BI4.1 SPx Update and BI4.1 Patch update documentation will have you incorrectly believe this. The following sentences in those guides are not correct: If you want to use of the expanded set of ERP Drivers available in this release, you will need to perform a full install and You must do a full installation to get the new features
  • 29. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 29 From SAP BI 4.0 SPx to SAP BI 4.1 Misconception: - Full install is needed for new features When the update is applied, only the existing software components are updated. All new features for those existing components will be updated. Any new components available will not be installed. To install new components, simply modify the original base installation and select the new components to install. The patch installer even provides a friendly reminder to do just this at the end of the update.
  • 30. From SAP BI 4.0 SPx to SAP BI 4.1 Best Practices
  • 31. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 31 From SAP BI 4.0 SPx to SAP BI 4.1 SPx Its an Update NOT an Upgrade NOR a Migration Moving to SAP BI 4.1 from SAP BI 4.0 is not a hard Task! No Big Projects or Budget is required Simple Process Moving to SAP BI 4.1 from SAP BI 4.0 is a simple Update installer Its like Updating from SAP BI 4.0 SP7 to SAP BI 4.0 SP8 Follow the Best Practices Disable certain Services, Disable Anti- Virus, Maybe kill certain Services (JAVA.EXE) manually Simple run the Update Installer Take always the latest Version (As of May 2014 the latest Version is SAP BI 4.1 SP3) The Best Practices for running an Update installer can be found here
  • 32. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 32 BI4.x Cluster Patching Guide – Your Interactive Advise
  • 33. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 33 BI4.1 Update Pattern Book Step by Step documentation of a real update from BI4.0 SP04 into BI4.1 SP04 With documentation and considerations around: -Scope -Landscape Overview Used -Pre Requisites -Update Workflow -Post Update Workflow -Known Issues and Challenges
  • 34. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 34 Key Links to explore SAP BI Pattern Books – BI4.1 Update http://wiki.scn.sap.com/wiki/display/BOBJ/SAP+BI+Pattern+Books+- +Pattern+Book+on+BI+4.1+Update Patching Strategies and Best Practices + Parallel Patching http://scn.sap.com/docs/DOC-50077 Interactive BI4.x Cluster Patch guide http://scn.sap.com/docs/DOC-38905
  • 36. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 36 Further Resources sapbusinessobjectsbi.com/upgrade
  • 37. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 37 SAP BusinessObjects BI 4.1 Upgrade Webinar Series Upgrading from BusinessObjects XI Release 2/3.1 to BI 4.1 - and Updating from BI 4.0 to BI 4.1 Q & A Brought to you by the Customer Experience Group
  • 38. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 38 Appendix
  • 39. From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 Overview
  • 40. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 40 From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 Its an Upgrade Moving to SAP BI 4.1 from “BusinessObjects Enterprise 6.x”, “Crystal Enterprise 10” or lower is called Upgrade Its moving from a (very) old Code line to the latest – 14.1.3.xxxx (SAP BI 4.1 SP3) Only available via the Indirect Migration Path No direct Migration Path is available You need a version in between that offers a direct Migration Path Should be at least “BusinessObjects Enterprise XI Rel.2 SP2” SAP recommends to use “SAP BusinessObjects Enterprise XI 3.1 SP7” as the Version in Between This Version is still in Support and offers better Upgrade compatibility to SAP BI 4.1 A mixture of Tools For moving from the legacy Environment to “SAP BusinessObjects Enterprise XI 3.1 SP7” take advantage of the “Import Wizard” – And nothing else! Afterwards use the UMT followed by the Best Practices to Upgrade to SAP BI 4.1
  • 41. From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 Best Practices
  • 42. ©2013 SAP AG or an SAP affiliate company. All rights reserved. 42 From BOE 6.x / CE 10 (and lower) via SAP BOE XI 3.1 SP7 to SAP BI 4.1 Best Practices Have a separate Environment for the SAP BOE XI 3.1 SP7 installation Use the “Import Wizard” from this Environment (no separate Environment) Upgrade the content 1:1 – Do NOT edit/adjust the content in the SAP BOE XI 3.1 SP7 Environment No Wave Upgrade – Only Full Upgrade Adjustment/Edit will be done in the SAP BI 4.1 Destination Environment From the SAP BOE XI 3.1 SP7 Environment to the SAP BI 4.1 SP3 Target Environment follow the BP for the UMT Use the “Upgrade Guide” from “SAP BusinessObjects Enterprise XI 3.1 SP7” for your help from here