1. What to Expect When Migrating to BI 4.1 Chris Kruger, InfoSol Inc.

2. 2 Agenda  Why Migrate?  Changes in BI 4.1  What’s New?  Sizing Your Environment  Best Practices  UNV to UNX  Deski  Migration Case Study

3. Why Migrate? Stay current with supported releases – XI 3.1 supported to end of 2016 but previous releases out of support New Functionality – Multi-source universes, Mobile BI, Improved integration, auditing, monitoring and tons more New Products need BI 4 – Mobile BI, Dashboards with Universe and HTML5, Crystal Enterprise, Analysis, Hana 3

4. Changes in BI4.1 64 bit server architecture – Client tools remain 32 bit New dimensional semantic layer with New Information Design Tool (IDT) – Multi-source universes – Connect to OLAP data sources Major enhancements to Web Intelligence, Dashboards, Explorer New Crystal for Enterprise product New Analysis OLAP tools

5. Changes in BI4.1 Upgrade Manager Tool replaces Import Wizard Life Cycle Manager made up of Promotion Manager and Version Manager Naming/Branding – 3.1 – InfoView; 4.x – BI LaunchPad – 3.1 – Dashboard Builder; 4.x – BI Workspace – 3.1 – Xcelsius; 4.x – Dashboards 4 – 4.0 – Visual Intelligence; 4.1 – Lumira 5

6. Changes in BI4.1 All client tools use “ribbon-style” organization Naming conventions for Business Objects releases – Major.Minor.Support Pack.Patch – E.g. 4.1 SP2 Patch1 New Audit database – New UNX universe and Crystal reports – Will not be able to use existing reports – Admin will need to be comfortable with the IDT and UNX universes Monitoring 6

7. What’s New in BI4.1 - Enhanced UI Modern design and augmented capabilities – New charting options and ribbon toolbar for all solutions

8. What’s New in BI4.1 - BI Launch Pad End User Features – Home page access to most common features – Quick access to BI Applications and Search – Recently viewed reports, scheduled documents, alert notifications etc.

9. What’s New in BI4.1 - New content search  Easier self-service access to find all available information  Enhanced filtering and search options reducing page scrolling  Enhanced navigation for working with multiple documents

10. What’s New in BI4.1 - Access to Content Easier access to BI content – Multiple tabs allow for a number of documents to be open at the same time – Pinning keeps documents permanently available – New screen layout provides more screen real estate for BI content

11. What’s New in BI4.1 - BI WorkSpace All information and analytics needed for daily activities Mass appeal with simple, drag and drop experience Simple WYSIWYG authoring Decreased dependency on IT

12. SAP BusinessObjects Data Services 4.0 Data Services XI 3.2 Text Analysis Data Services 4.0 Structured Data Unstructured Data One User Interface One Metadata Repository One Runtime Architecture

13. SAP BusinessObjects Information Steward Various perspectives to understand and analyze trustworthiness of data “One place” for IT and business analysts to collaborate and govern their data assets Integrated metadata management, business glossary, data quality assessment, and data quality monitoring, cleansing package builder Easy and secure assess to a rich set of metadata & data sources First step towards a longer-term solution supporting data governance

14. What’s New in BI4.1 - New Universe In XI 4.0, universes can be built with three layers: – Data Connection – Data Foundation – Business Layer – Combined in a.unx file Enhanced data viewing – View data from multiple tables at one time – View Data from multiple columns at the same time Enhanced Integrity Checker – Create your own rules for the Integrity Checker

15. What’s New in BI4.1 - New Universe Allows for the color coding of tables, creating groups, or families, of tables Calculated Columns Prompts and LOV’s will be standalone objects and can be created without writing code Designers can now create queries in the semantic layer Universe Views Dependencies and Impact Analysis

16. What’s New in BI4.1 - New Universe

17. What’s New in BI4.1 - Two Crystals! Crystal Reports 2013 – Continuation of CR 2008 – Preserves existing customer investments in Crystal Reports content Crystal Reports Enterprise – Uses new CSL and completely integrated into XI 4 platform – Next generation of report writer.NET and Java APIs provided for embedding your beautiful reports inside custom applications

18. What’s New in BI4.1 – Dashboards 4 Enhanced Semantic Layer Integration Simplify authoring of dashboards – Query panel in Dashboards Designer – Direct binding of Universe objects to visualizations – Prompt selector to leverage prompt defined in Universe – Separation of roles between data experts and dashboard authors Next Generation Universe (UNX) Support – Consistent access to data between clients and across sources – One abstraction layer for all data sources

19. What’s New in BI4.1 – Dashboards 4

20. Enhance scalable BOE backend – Support BW and third party OLAP sources – Serve personal data without data source hit: CSL data filters on cached data Enhance visualization for hierarchies – Tree data selection and hierarchical scorecard components Enhance binding to dashboard reduce authoring & maintenance cost – Direct binding between components to support interactivity and alert definition

21. What’s New in BI4.1 – Dashboards 4 Dashboard Insight to Action – Integration of BOE/CSL (common semantic layer) Take Action service: support for SAP RRI Upgrade from Flex 2 to Flex 4 – Enhanced accessibility (e.g. keyboard navigation, text alternative for charts) – Support Flex 4 add-on components (SDK) Generation of HTML5 components for Mobile BI rendering

22. What’s New in BI4.1 - Webi 4 Access to Explorer graphics library Hierarchical Data Usability enhancements

23. What’s New in BI4.1 - Analysis, OLAP Edition Analyze across multiple dimensions and hierarchies Uncover deep business insights Boost user adoption and lower TCO with web-based analysis MS OLAP and Essbase

24. What’s New in BI4.1 - Analysis, Microsoft Office Edition Familiar and intuitive Microsoft Office user experience Uncover deep insights with powerful Excel-based analytical capabilities Bring analyses into PowerPoint presentations Leverage all your investments -BW cubes and Bex queries, and BI platform

25. What’s New in BI4.1 - Explorer SAP BusinessObjects Explorer SAP BusinessObjects Data Services Accelerated Version Exploration Views SAP BO Accelerator

26. What’s New in BI4.1 - MobileBI Webi and iOS only for first release

27. Sizing Your Environment Rule of thumb was: “Double your hardware” More complex than that… – Sizing tools – Pick what services will auto-start – Monitoring very resource heavy – Explorer and Mobile will add to load If you don’t optimize, may take 4X to 5X more

28. Sizing Your Environment Licensing implications – New Concurrent and Named user blend model for Enterprise (Conversion options available) – Core base licensing may become more expensive with new hardware requirements – EDGE licensing stays the same – Review usage and processes to get the most out of your licensing Delivery, Dashboarding, etc.

29. Migration Best Practices Instance Management – Migration = All or none Options for clean up – Move all garbage into Archive Folder, migrate everything else – Move everything into new “Sandbox” instance and migrate from there – Personal Items/Favorites Create Migration folder and have the user move content to be kept

30. Migration Best Practices Don’t move junk! – Run the repository diagnostic tool – Use auditing tools like 360 EYES for usage analysis Make sure auditing turned on ASAP to monitor usage from both user and report perspective BACKUP!!!!

31. UNV to UNX When should you start using UNX? – When you need to : Make use of multi-source, OLAP access or and other new features Audit universe in UNX format Specific functionality tied to UNX with applications – Rule of thumb: new development should be in IDT Most customers keep universes in UNV during migration and convert to or create in UNX later

32. UNV to UNX Linked Universes NOT SUPPORTED – Will have to unlink, convert “Master” UNV to UNX via the IDT – Convert secondary universes to UNV via IDT – Add tables, joins, etc. to “Master” data foundation (manual) – Point business layers from secondary UNX’s to “Master” data foundation – Will need to use security or Business Layer views to replicate linked universe functionality – complex TRAINING recommended

33. Deski Deski Compatibility Pack (DCP) – Allows users to save reports from 3.1 SP6 client tool to 4.1 CMS – Can utilize scheduling functionality within platform and 3 rd party tools – Must install Webi Rich Client and Report Conversion Tool (RCT) with Deski client Migration strategy – Most sites still moving to Web Intelligence – Deski will still maintain end-of-life timeline

34. Chris Kruger ckruger@infosol.com