Professional Documents
Culture Documents
0 Upgrade
Based on a presentation by
Sherman Kong
Director | Business Intelligence Practice
Checklist (1/2)
Platforms
Review each component of the landscape to define the appropriate strategy Review Supported Platforms guide(s) / PAM
Security upgrade
Review if existing users and associated security should be carried over Take the opportunity for redesign if needed
Checklist (2/2)
Acceptance / Validation
Test and benchmark upgrade process Ideally to validate upgrade in a test environment
Product Changes
Some features may be staged to a later BI 4 release Some products are deprecated or replaced
Complexity : High
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
XI Platform
Complexity : Low
Minimal rework/reconfiguration required Continuity in the security model Catch up between Desktop Intelligence and Web Intelligence almost complete Streamlined upgrade management tool
XI R2 or XI 3.x Platform
BI 4.0/x platform
Stairway to BI4.0/x
BOE XI R2 Direct Upgrade using Upgrade Management Tool
BI 4.0
BOE XI
BOE XI 3.x*
*preferred
Go first to XI R2 or XI 3.x
Security Upgrade
XI R2 BI 4.0
Continuity + new features have been added since XIR2
XI 3.x BI 4.0
Security model is the same as the one of XI 3
Simplify your security model by : creating Custom Access Level using selective enforcement of rights (Objects or Sub Object)
Housekeeping
Project & Risk control
Upgrading content that is not needed increases risks and time to upgrade
Governance
Limiting the proliferation of universes and reports allows the business to be more efficient Repository Diagnostic Tool Instance CMC Manager Auditing
XI R2 / XI 3.1
Binaries Audit
BI 4.0
New binaries (64-bit ONLY) New audit schema
Upgrade Considerations
The full landscape has to be reinstalled Historical audit data is not kept. Need to plan for a workaround.
InfoView
Dashboard Builder
BI Launch Pad
BI Workspace
New interface
Corporate, Personal and My InfoView Dashboards become BI Workspaces but some analytics must be recreated in Xcelsius
N/A
N/A
Encyclopedia / Discussion
Performance manager Search
End of Life
End of Life
No upgrade
No upgrade
Medium effort =
XI R2 / XI 3.1
Crystal Reports
BI 4.0
CR 2011 and CR for Enterprise End Of Life Dashboards
Upgrade Considerations
All reports are by default upgraded to CR 2011 Possible manual upgrade to CR Enterprise Report Conversion Tool converts into Web Intelligence format prior or after the upgrade Flash files will continue to work Conversion to new format is optional Conversion adds new features (globalization, UNX queries) Information Spaces based on Excel are upgraded, the ones based on UNV and bookmarks are not ! Some of workspaces will be upgrade to Advanced Analysis, the others require manual changes
to
Explorer
No UNV support
to
Voyager
Web Intelligence
Web Intelligence
Fully upgraded
XIR2 / XI 3.1
Universe Designer UNV format n/a
BI 4.0
No change
Upgrade Considerations
None, universes and designer as in XI 3.x Relational UNV can be converted to UNX OLAP UNV have to be recreated in UNX (future version will support conversion) None, business views and designer as in XI 3.x Via CR 2011 only
No change
More Information
www.broadstreetdata.com
Webinar: http://www.sdn.sap.com/irj/scn/events?rid=/library/uuid/40137cd292d4-2d10-ef8a-8467e504f69e