BO4 SAMPLE MIGRATION

PLAN
By Sergei Peleshuk
February 2013
www.biportal.org

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BO/BW Development Principles

BO Universes and BEx Queries go through the cycle:
Dev Test Preprod Prod

Universes and Bex queries will be developed in Dev, tested in Test

and when approved transported to Preprod and Prod environments

Webi reports in Test will be used for testing Universes
BO reports go through the cycle:
Preprod Prod
BO Preprod will connect to BW Prod data
Presentation layer reports, dashboards, analysis workbooks and

information spaces will be developed and tested in BO Preprod

and, when approved, promoted to BO Prod
Regional BO objects are promoted to BO Prod by Regional IT;
Local objects by Local IT

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Development Cycle
Key users
develop/test

Local BEx queries

Regional BEx queries

Key users

develop

End users
develop/test/use

test

(not used)

use

BW 7.3
Sandbox

Dev

Test

Preprod

Prod

Sandbox

Dev

Test

Preprod

Prod

Perf. test

use

develop / test

use

BO4
Universes & BO Analysis
workbooks (Regional)
Presentation layer
(WebI Reports, Crystal Reports,
Dashboards, Analysis Workbooks,
BO Explorer Information Spaces)

develop

test
Test Universes
with Webi

1. Upgrade to BO4 sandbox

Provide Local IT Key users with the new tools

and accounts needed to work in the new BO4

environments
Migrate BO2/3 Universes to a BO4 sandbox
environment
Adapt Universes (if any)
Ensure the most important reports still return
correct results

BO4 Migration Overview

Use BO4
Upgrade Manager

BO XI Rx
CMS

BO4 CMS
Sandbox
Use BO4 life cycle
management

BO4 CMS
Development

BO4 CMS
Staging

Use BO4 life cycle

management

BO4 CMS
Pre Prod

Use BO4 life cycle

management

BO4 CMS
Prod

Use BO4 life cycle

management

2. Adjust procedures, prepare for UAT

Align Local Data Warehouses with BO4

environments.
Align Local Release procedures with BO4
Lifecycle Management
Promote Universes to all non-Production
environments.
Test and adjust the most important reports
Prepare Production environment

3. Business validation
Validate all Business Critical Reports
Introduce corrections to reports if needed
Obtain final GO

4. Move to Production
Promote reports to BO4 Prod
Provide users access to the BO4 Prod

environment
Reconciliation step
Disable access to the old BO environments
Assist Users with migration
Postproduction support

Non SAP Landscape Example

Environment

SQL Database

BO4
Production

Production
Prod

PreProduction

Pre-Prod

Role
Refresh of validated reports
Bursting / Scheduling
Ad Hoc reporting
Report Development

Functionnal Testing
Staging

Development

Staging

Dev

Staging

Dev

Universe development
Technical testing

Roles & Responsibilities

Local IT
Promotion of Local reports to Production
Local Universe and Local Data Warehouse development
User Support and guidance
Regional BO4 Administrators
Promotion of Universe to Production
Upgrade Universes from BO2 to BO4 (one shot)
Availability of different BO4 environments
Providing development tools
User Account Management