Preparing for SAP BusinessObjects 4.x Tim Rodine, TCR Solutions

© SAP AG All rights reserved. / Page 2 Agenda 1. Getting Motivated 2. Housekeeping 3. Setting the Foundation 4. Identify any Challenges Early 5. Planning and Executing

© SAP AG All rights reserved. / Page 3 Getting Motivated Why Migrate to v4? 1. Fast approaching the end of support for XIr2 2. Desire to take advantage of v4 functionality and platform covered in the prior presentation

© SAP AG All rights reserved. / Page 4 Getting Motivated

© SAP AG All rights reserved. / Page 5 Getting Motivated RTC = Release to Customer SP = Service Pack

© SAP AG All rights reserved. / Page 6 Getting Motivated Overall: 1.Consider what is motivating the move to v4 2.Build the business case, features and functions which your deployment would benefit Consider business benefits, not just the bits and bites. 3.Review the Product Availability Report Server side running 64-bit, you may need new hardware (not necessarily a bad thing) 4.Consider the timing to which Minor Release and Service Pack

© SAP AG All rights reserved. / Page 7 Housekeeping Review / Polish up the Environment / Solutions Design 1.Review the projects / content / tools currently in place 2.Review usage of the content (audit and query builder data) 1.Archive out content no longer needed 2.Outline usage of services (Webi/Crystal…) 3.Review the security architecture 4.Review server capacity 5.If Desktop Intelligence is utilized start the migration to another tool 1.Get used to the Report Conversion tool

© SAP AG All rights reserved. / Page 8 Housekeeping – Audit Data -Auditor provides Rear View mirror on where the system has been -Query Builder or CMC will provide view of everything in the system

© SAP AG All rights reserved. / Page 9 Housekeeping – Audit Data Build Audit Reports (Activity Universe) to better understand 1.Users Logging in (who are the power users) 2.Tools being used (Webi/Crystal/Deski) 3.Content (Universe/Reports) being used the most or at all 4.What’s currently failing in the environment 5.What’s running a long while 6.… Compare to All content in environment from Query Builder or CMC Do what you can now to streamline the environment

© SAP AG All rights reserved. / Page 10 Setting the Foundation

© SAP AG All rights reserved. / Page 11 Setting the Foundation

© SAP AG All rights reserved. / Page 12 Setting the Foundation

© SAP AG All rights reserved. / Page 13 Setting the Foundation

© SAP AG All rights reserved. / Page 14 Setting the Foundation

© SAP AG All rights reserved. / Page 15 Setting the Foundation

© SAP AG All rights reserved. / Page 16 Setting the Foundation

© SAP AG All rights reserved. / Page 17 Setting the Foundation

© SAP AG All rights reserved. / Page 18 Identifying Any Challenges Early

© SAP AG All rights reserved. / Page 19 Identifying Any Challenges Early

© SAP AG All rights reserved. / Page 20 Identifying Any Challenges Early New tools to learn, Import Wizard is going away

© SAP AG All rights reserved. / Page 21 Planning and Executing 1.Determine the motivation of the migration to v4 2.Monitor the release schedule and feedback from others to time the platform to deploy upon 3.Review and clean up the existing deployments 4.Get familiar with the new tools and names 5.Find those challenging aspects to the migration early 6.Set up a Sandbox environment with v4 and spend time on it 7.Use the experiences from prior migrations to improve upon this migration Is the migration big bang or set up another environment and migrate parts over …

© SAP AG All rights reserved. / Page 22 Thank You Tim Rodine TCR Solutions Inc References: The BI 4.0 Upgrade (Knezevic, Valencia) SAP BusinessObjects Business Intelligence Solution Naming SAP BusinessObjects BI 4.0 Maintenance Model

© SAP AG All rights reserved. / Page 23