1. BusinessObjects XI R2 upgrade University of Michigan Administrative Information Services BusinessObjects XI R2 Upgrade Jeanne Mackey MAIS Data Delivery April - May, 2007

2. BusinessObjects XI R2 upgrade April-May 2007 2 Agenda Introduction Relevant dates Licenses Benefits of XI R2 Training and support resources Conversion of version 5 reports

3. BusinessObjects XI R2 upgrade April-May 2007 3 Agenda (continued) Getting started Demonstration of BusinessObjects XI R2 Q & A

4. BusinessObjects XI R2 upgrade April-May 2007 4 Relevant Dates April 30: XI R2 go-live Now: Submit user reports to MAIS for conversion to XI R2 September 17: Version 5 (current version) will no longer be available

5. BusinessObjects XI R2 upgrade April-May 2007 5 BusinessObjects InfoView: The Web- based interface for running reports. Best choice if you only run and print reports and export to Excel. BusinessObjects Web Intelligence (WebI): The Web-based product for creating, editing, formatting, and drilling into reports. Two Types of Licenses

6. BusinessObjects XI R2 upgrade April-May 2007 6 How do I know which license I have?  E-mail notification from MAIS Access Services (4/27/07).  Select New from the InfoView Home page. If you see Web Intelligence Document as an option, you have a WebI license. If not, InfoView. Two Types of Licenses

7. BusinessObjects XI R2 upgrade April-May 2007 7 BusinessObjects Version XI Release 2: Web-based—no more Citrix You can access your reports from home—or anywhere via Internet Will log in via Wolverine Access using Cosign and MToken Mac support (Safari) Benefits of XI R2

8. BusinessObjects XI R2 upgrade April-May 2007 8 Benefits of XI R2 If you only run reports, can get InfoView license with minimal or no training Reports categorized by both data area and business process Improved export to Excel or text file— retains formatting, exports data from all report tabs at once

9. BusinessObjects XI R2 upgrade April-May 2007 9 Training and Support Resources MAIS LINC:  BusinessObjects XI R2 InfoView and WebI Resources (Web page—search on “XI R2 resources”)  eLearning courses: t DDE001: InfoView - Running Predefined Reports t DDE002: WebI - Modifying Predefined Reports

10. BusinessObjects XI R2 upgrade April-May 2007 10 Instructor-led course:  DD001: BusinessObjects WebI Ad Hoc Reports (prerequisites are DDE001 and DDE002) MAIS Help Desk, Ph. (734) 936-7000 maishelpdesk@umich.edu Training and Support Resources

11. BusinessObjects XI R2 upgrade April-May 2007 11 Report Conversion Must convert reports to run them in WebI MAIS will convert all repository reports and submitted user reports Submit your user reports now The sooner you submit reports, the sooner they will be returned to you. The conversion process may take several weeks due to high volume of reports (>10,000)

12. BusinessObjects XI R2 upgrade April-May 2007 12 Report Conversion Sending your version 5 reports to MAIS for conversion:  New process—resubmit reports that you sent last summer  Send only appropriate (purged) reports (refer to MAIS step-by-step procedure on submitting reports: www.mais.umich.edu/upgrades/download/boxi_submitrpts_ss.doc ) www.mais.umich.edu/upgrades/download/boxi_submitrpts_ss.doc

13. BusinessObjects XI R2 upgrade April-May 2007 13 Report Conversion Sending a report for conversion: Log in to U-M institutional file system (www.mfile.umich.edu)www.mfile.umich.edu Change to the following directory: /afs/umich.edu/group/presoff/mais/BusObjsUpgrade/ReportsToCon vert/ Create a folder with your uniqname Upload your version 5 reports DEMO

14. BusinessObjects XI R2 upgrade April-May 2007 14 Report Conversion If you submit a report for conversion:  MAIS will convert it, check for and fix common errors  You will be notified via e-mail when it is available in XI R2 (sometime after 4/30)  You run and validate the report (compare with v.5)  If any problems with converted report, you can: t Use MAIS tip sheet or t Call the MAIS Help Desk See MAIS web site: www.mais.umich.edu/upgrades/boxi_rptconv.html

15. BusinessObjects XI R2 upgrade April-May 2007 15 Workstations BusinessObjects-supported Browsers: PC:  Internet Explorer 6 and 7 Macintosh:  Safari 1.3.x

16. BusinessObjects XI R2 upgrade April-May 2007 16 In order for InfoView and WebI to run properly, your system administrator or you will need to change certain workstation settings. See MAIS Web site for details: www.mais.umich.edu/upgrades/boxi_workstationreqs.html Workstation Requirements

17. BusinessObjects XI R2 upgrade April-May 2007 17 Getting Started Log in through Wolverine Access: University Business > Reporting > U-M Data Warehouse (BusinessObjects) Log in with  Uniqname  Kerberos password  MToken tokencode

18. BusinessObjects XI R2 upgrade April-May 2007 18 Getting Started When you log-in for the first time:  Oracle password change screen  Enter your current BusinessObjects password (not Citrix)  For everyone but DRDA PRISM users, accept the default database  Type and confirm new password  Remember new password: you will need it for version 5

19. BusinessObjects XI R2 upgrade April-May 2007 19

20. BusinessObjects XI R2 upgrade April-May 2007 20 Certificates Accept this certificate (Always) if it appears:

21. BusinessObjects XI R2 upgrade April-May 2007 21 Demo of XI R2 Recommended preferences Different views  InfoView only  Java Report Panel  Interactive Mode  Folders and Categories Reports are stored within XI R2--no longer on your workstation or network drive Four important folders

22. BusinessObjects XI R2 upgrade April-May 2007 22 Four important folders Personal (Favorites and Inbox) Public  UM-Maintained  Unit-Maintained  User-Shared

23. BusinessObjects XI R2 upgrade April-May 2007 23 Public Folders UM-Maintained  Formerly known as corporate documents or repository reports Unit-Maintained  Reports written and maintained by a unit and made available to unit staff – will be implemented after go-live User-Shared  “Free-for-all” area available to all users

24. BusinessObjects XI R2 upgrade April-May 2007 24 Public Folders User-Shared  Reports written by WebI users.  Anyone can save a report here that they want to share with others.  Purge data from report before saving.  This folder is emptied at the end of each month! Keep a copy in your Favorites of any report you save here.

25. BusinessObjects XI R2 upgrade April-May 2007 25 Storing and Sharing Reports Storing reports (no longer on your hard drive)  Set up folders in your Favorites Sharing reports with others  Send to BusinessObjects Inbox or  Save report (purged of data) in User-Shared folder

26. BusinessObjects XI R2 upgrade April-May 2007 26 Questions? Answers will be posted at www.mais.umich.edu/upgrades/boxi_faq.html www.mais.umich.edu/upgrades/boxi_faq.html

27. BusinessObjects XI R2 upgrade April-May 2007 27 for your time!