Moving to BusinessObjects XI in 2005

Agenda
BusinessObjects XI overview Query, analysis, and reporting in XI Release 2 Migrating to BusinessObjects XI and beyond Recommended best practices and resources Conclusion

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BusinessObjects XI
eXtreme Insight. Trusted Platform. Available today
Windows 2000, 2003 English, Multi-lingual Sun Solaris 8, 9 English Sun Solaris 8, 9 Multi-lingual Red Hat Linux Enterprise 3 Multi-lingual SuSE Linux 9 Multi-lingual IBM AIX Multi-lingual

Update support
BusinessObjects 6.x
Web Intelligence documents, universes, security, categories

Crystal 7.5, 8, 8.5, 9, 10

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BusinessObjects XI Platform (1/2)

End user capabilities
Reporting, query and analysis, dashboards, scorecards, applications Deep Microsoft Office integration Customizable BI portal Threaded discussions Encyclopedia for context Enhanced scheduling including Business Calendars

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BusinessObjects XI Platform (2/2)

Platform capabilities
Enhanced performance, scalability, and reliability Service-Oriented Architecture Web Services SDK Full Unicode repository Historical report instances Linux server support Web-based administration Simplified directory integration: LDAP, Active Directory, etc. Powerful semantic layer Unified data integration 16 SAP certifications

Slide 5

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All Roads Lead to BusinessObjects XI

Accelerating adoption of the single, trusted BI platform in 2005

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BusinessObjects XI Key Capabilities

New to Crystal customers
1) 2) 3) 4) The single, trusted platform Dynamic and cascading prompts Updated look and feel Performance management dashboards, scorecards, engines, and applications Crystal Reports can access universes using the Business Objects query panel Tight integration with Business Views & universes Easy migration from previous versions Unified, enterprise-class data integration (ETL)

5)
6) 7) 8)

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BusinessObjects XI Key Capabilities

New for BusinessObjects 5.x, 6.x customers 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) The massively scalable BI platform Fault tolerance and fail over Load balancing Component-based, service-oriented architecture Central Management Console Mature caching capabilities Ability to leverage LDAP and other security models Embeddability - deep and wide SDKs Discussions and Report instances Red Hat and SuSE Linux support

Slide 8

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Agenda
BusinessObjects XI overview Query, analysis, and reporting in XI Release 2 Migrating to BusinessObjects XI and beyond Recommended best practices and resources Conclusion

Slide 9

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BusinessObjects XI Release 2
We are bringing the full client to the XI platform in 2005

What is BusinessObjects XI Release 2?

Innovation and enhancements throughout the platform Major improvements to Web Intelligence BusinessObjects full client support (2tier and 3-tier) Supported upgrade from BusinessObjects 5.1.4, 6.X, or XI

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BusinessObjects Desktop Intelligence in XI R2

New name for the BusinessObjects full client

Protect existing investment in full client deployments

No forced migration away from BusinessObjects reports (.rep) Migration for documents, users, universes, etc. Majority of existing functionality supported (no direct OLAP access)

New BI platform capabilities available

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Unicode data access Historical report instances Threaded discussions Encyclopedia Full offline mode Client / server or 2-tier mode 3-tier mode (no automated download) Workgroup mode
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Support for two and three-tier deployment options

View / Refresh Desktop Intelligence Reports Over the Web Authored on the desktop and published to InfoView

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Full Unicode Access and Display in Desktop Intelligence

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BusinessObjects Web Intelligence XI R2

Increased query power
Synchronized-multiple data providers Combined queries using the Union, Intersect, and Minus commands Access to Essbase and MSFT OLAP data via universes Sub queries and conditional queries based on object-to-object comparison Edit SQL

Increased reporting power

Report and query ranking Custom sorts Advanced formula functions and operators

Enhanced trust in information

View ETL technical metadata on a report Automatically generated by BusinessObjects Data Integrator
Slide 14
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Web Intelligence XI R2 Synchronized Data Providers

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Edit SQL for Web Intelligence XI R2 Queries

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Web Intelligence XI R2 In-Report Custom Sorts

Slide 17

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Data Ranking in Web Intelligence XI R2

Slide 18

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Crystal Reports XI Release 2

Significant enhancements and innovations were delivered with Crystal Reports XI
No major functionality enhancements to Crystal Reports with XI R2
Crystal Reports XI will be supported on BusinessObjects XI R2 There is no requirement to update to Crystal Reports XI Release 2

Using Crystal Reports with Microsoft Visual Studio 2005

Update available for Crystal Reports after the Visual Studio 2005 release (planned by Microsoft in December 2005)

Slide 19

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Agenda
BusinessObjects XI overview Query, analysis, and reporting in XI Release 2 Migrating to BusinessObjects XI and beyond Recommended best practices and resources Conclusion

Slide 20

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What are the Migration Tools in XI R2?

One migration tool
A single migration tool = The Import Wizard Automated update of documents, Universes, users (and security profiles), groups, categories, and EPM content The migration step is mandatory Import Wizard also used for life-cycle management

One conversion tool

To convert full-client documents to Web Intelligence Legacy Web Intelligence .wqy to current .wid format update Takes advantage of new Web Intelligence features The conversion step is optional Conversion tool delivery (CD or not) will depend on conversion rate

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What is the Import Wizard?

The Import Wizard is the tool used for migration to XI
Imports users, security, BI content and PM content The Import Wizard is available with BusinessObjects Enterprise XI

A Win32 client application

To import content from a source system to an XI system Supports same Windows versions as BusinessObjects Enterprise

Source systems include

BusinessObjects 5.1.4 and up, 6.0, 6.1, 6.5 Crystal Enterprise 8.5, 9, 10 BusinessObjects XI and XI Release 2 Note: Seagate Info 7.5 and CE 8 customers must move to XI, not XI R2

Installs with BusinessObjects Enterprise install

Must be installed on a Windows machine Use a Custom install if you want to install only the Import Wizard
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How Does The Import Wizard Work?

Acts as a bridge between source and target repository
Imports content from source repository Updates content (e.g., universe IDs in reports) Exports content into target CMS and FRS

Import Wizard requires 4 connections/paths

A BOMain.key file to connect to the source repository A path to Storage/Mail on source server A path to Storage/Users on source server An ID and password to connect to the target CMS

Requires appropriate hardware

Fast hard disk (series of report Open/Save operations) Fast connections to 5.1/6.x system and XI system

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Additional Points about the Import Wizard

Import Wizard can import from XIr2 environments Import Wizard can create BIAR files Use the Import Wizard for Dev/Test/Prod Migration between XIr2 environments

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The Import Wizard Links 5.1/6.x and XI Release 2

5.1/6.x 5.1/6.x repository

Personal objects

Corporate objects Import Wizard

unv, rep, wid files

Users and Info objects

XI FRS FRS = File Repository Server

Slide 26

CMS database CMS = Central Management Server

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Whats New in the Import Wizard in XI R2?

XI
Migration from 6.0, 6.1 or 6.5 Yes

XI R2
Yes

Migration from 5.1

Users and Groups Universes and Connections

No
Yes Yes

Yes
Yes Yes

Categories
Web Intelligence documents Full client documents wqy to wid conversion EPM content (from 6.1/6.5) BCA jobs
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Yes
Yes No No No No

Yes
Yes Yes Yes Yes Yes (Q1 06)

The 4 Phases of Moving to BusinessObjects XI Release 2

1) Planning and assessment

What products do you use? What are your deployment options?

2) Installing the destination environment

Install and test a XI R2 system

Run the migration tool (the Import Wizard), using a copy of your repository Check the migration tool log file SDK-based customizations may need to be rewritten

3) Importing content into BusinessObjects XI R2

4) Post-migration validation and tuning

Business Objects consulting services available

Slide 28

Agenda
BusinessObjects XI overview Query, analysis, and reporting in XI Release 2 Migrating to BusinessObjects XI and beyond Recommended best practices and resources Conclusion

Slide 29

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Best Practices for Migration of Full Client

Gradual approach
Avoid a big-bang approach Gradual requires side by side install
5.1/6.x repository

XI R2 CMS

Install full client 5.1/6.x and XI R2 side by side on client desktop

Users can access both 5.1.x/6.x and XI R2 repository during the transition period XI R2 can read legacy .rep 5.1/6.5 cannot read XI R2 .rep

Import Wizard

Uninstall 5.1/6.x version

At the end of the transition period

BusinessObjects 5.1/6.x

Desktop Intelligence XI R2

Slide 30

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Server-Side Installation
BusinessObjects 5.1/6.x deployment
Login Repository

Data fetch Data

BusinessObjects XI R2 deployment
Repository access requires a CMS server
BusinessObjects Enterprise Login Desktop Intelligence Repository

Data fetch
Data

Slide 31

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Some thoughts on Migration Best Practices

The Business Objects Enterprise XI security model is different from the old Business Objects model Automatic conversion of security rules is possible 300 rules vs. 2 rules Take opportunity to leverage new security capabilities, it is more powerful in XI than E6.x Maybe take the opportunity to integrate security with LDAP or AD The Reverse Bridge XI r2 will talk to your existing implementations

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Report Migration and Conversion

Reports have a shelf life (some should be scrapped, some re-engineered) Conversion tool can convert most full client to Web Intelligence Interactive/Analysis reports vs. static, high volume/high distribution production reports Your Existing skillset Use the reverse bridge and let your old reports die on the vine

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Migration of Full Client Documents

Corporate documents (i.e., docs in a 5.1/6.x repository)
.rep migration accomplished by the Import Wizard Import Wizard opens rep files, updates universe IDs and saves them to the new format

Local documents
Option 1: Upload local documents to the repository and run Import Wizard Option 2: Open and save local documents with Desktop Intelligence Saving a doc with Desktop Intelligence automatically migrates it

Slide 34

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Migration Resources
BusinessObjects XI Migration whitepaper available under NDA from your account manager Complete set of on line and classroom training for XI
http://www.businessobjects.com/services/training/elm/default.asp Security and Administration Courses are highly recommended New features course excellent for current users

Professional services offerings

Vision Workshop Migration services

Education
An instructor-led 2 day classroom course 8 instructor led workshops of 1-2 hours in duration 6 migration eLearning offerings Knowledge Accelerator

NDA Required

Slide 35

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Customer Experience
Customer details
V6.5.1 on Sun Solaris with 130 WebI reports and 41 universes Crystal Enterprise 10 on Windows with 10 Crystal Reports 500+ users

Results
Complete upgrade took less than 1 hour Up and running on XI right after the import Experimenting with extending their reporting and analysis

Future
Adding Performance Management

Slide 36

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Agenda
BusinessObjects XI overview Query, analysis, and reporting in XI Release 2 Migrating to BusinessObjects XI and beyond Recommended best practices and resources Conclusion

Slide 37

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Conclusion
BusinessObjects XI
Integrated and innovative to meet all BI needs Find out about it now and get started today

BusinessObjects XI R2
Accelerating adoption of the complete BI platform Adds the BusinessObjects full client Greatly enhanced Web Intelligence Innovations and improvements throughout Protect your current investments Automated format update utilities and services offerings Full migration support for BusinessObjects 5.1.4 customers Services and training offerings

Clear focus on migration / upgrade support

Slide 38

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