BusinessObjects XI R2 Upgrade University of Michigan Administrative Information Services Update: BusinessObjects XI R2 Upgrade Laura Bollettino February 21, 2007

BusinessObjects XI R2 Upgrade February 21, Background May 2006: most recent UL meeting presentation about the upgrade June 2006: we delayed go-live due to critical issues Since then: we worked with the vendor to resolve critical issues Now: we’re moving forward

BusinessObjects XI R2 Upgrade February 21, Why Upgrade? Our current version (version 5) is no longer supported Users have asked MAIS to provide Data Warehouse reporting over the Web Note: This upgrade affects only BusinessObjects users – use of the Data Warehouse through any other tool is unaffected.

BusinessObjects XI R2 Upgrade February 21, BusinessObjects Version XI Release 2 (XI R2), which includes:  BusinessObjects InfoView: The Web- based interface for running reports  BusinessObjects Web Intelligence (WebI): The Web-based product for creating, editing, formatting, and drilling into reports New Version

BusinessObjects XI R2 Upgrade February 21, BusinessObjects moves to the Web  No more Citrix  Log in with Kerberos password – no Citrix password or BusinessObjects password  Available through Wolverine Access  Can use XI R2 from anywhere, e.g., when traveling  User reports are stored within XI R2, rather than on workstation – can run them even when not using your workstation  Users share reports through XI R2 – no need to download them from Web page, network drive, e- mail, etc. What’s New in XI R2?

BusinessObjects XI R2 Upgrade February 21, Exporting to Excel exports data from all report tabs at once Mac support using Safari Two types of licenses to meet user needs  Some users only run reports (InfoView only)  Some users create, edit, format, and drill into reports (WebI)  See handout “InfoView and Web Intelligence” What’s New in XI R2? (cont’d)

BusinessObjects XI R2 Upgrade February 21, InfoView Abilities Run (including respond to prompts) Print Save Export data to Excel, PDF file, or.csv (text) file Note: InfoView users can’t modify reports or queries at all (e.g., they can’t add a sort). But they can export data to Excel and add a sort in that program. Training  Not required for current users  Not required for new InfoView users (in near future)

BusinessObjects XI R2 Upgrade February 21, WebI Abilities Run Print Save Export data to Excel, PDF file, or.csv (text) file Create ad hoc reports Modify queries (e.g., add an object to results, add a condition or prompt) Modify reports (e.g., modify formatting, create a crosstab or chart, create formulas and variables) Drill

BusinessObjects XI R2 Upgrade February 21, Timeframe User testing February 19 – March 2 Go/delay decisions on March 8 and March 29 Go-live date to be set and communicated after March 8 go/delay decision – tentatively April 2007

BusinessObjects XI R2 Upgrade February 21, Parallel availability: V5 & XI R2 After XI R2 goes live  Version 5 and XI R2 will be available in parallel for some time to provide flexibility t Version 5 will be available to current users only t Universe enhancements, new & modified repository reports will be made in XI R2 only  Length of parallel availability period TBD based on go-live date and U-M business cycles  Enables users to complete reporting related to U-M business cycles

BusinessObjects XI R2 Upgrade February 21, Impact on Users Interface changes  InfoView & WebI have different look & feel than current version  Won’t run BusinessObjects under Citrix  Will log in using Cosign and MToken (90% of BusinessObjects users already have MTokens) Functionality changes  No ability to import data from Excel; however, can export to Excel  No user objects; however, can create variables instead  In XI R2, repository reports will be categorized by business process in addition to data area (universe) Licensing change  Two types of licenses (InfoView vs. WebI) Report change  Must convert version 5 reports to XI R2

BusinessObjects XI R2 Upgrade February 21, Converting Reports Repository reports  MAIS will convert & make available at go-live User reports  Process for submitting reports will be somewhat different than what we announced in June 2006 based on our experience with repository report conversion  Details on the process will be announced  Users will send reports to MAIS for conversion after go-live  Prepare now: t Delete reports you no longer need t Think about which reports you need to use after the go-live

BusinessObjects XI R2 Upgrade February 21, Support for Users communications to users Upgrades section of the MAIS Web site Interchanges  Interchanges with demonstration of InfoView & WebI for all BusinessObjects users t Just before and after the go-live Training  No required training for current BusinessObjects users  Optional eLearning courses on InfoView and WebI basics, optional classroom training on intermediate WebI features Documentation and delta materials

BusinessObjects XI R2 Upgrade February 21, Unit Readiness Action Items Unit Liaisons  Help us determine the right license for each user  Help your users understand impact of the upgrade  Encourage users to attend Interchanges  Watch for communications and visit the Upgrades section of the MAIS Web site Users  Plan to attend Interchanges  Watch for communications and visit the Upgrades section of the MAIS Web site  Delete reports you no longer need  Think about which reports you need to use after the go-live