Rajesh Ponnurangam Infosol The Four Big Steps 1 Preparing for the - - PowerPoint PPT Presentation

Rajesh Ponnurangam Infosol

The Four Big Steps

Preparing for the Upgrade

1

Installing BI Platform on Amazon Cloud (AWS)

2

Migrating Reports using Upgrade Management Tool (UMT)

3

Configuring and testing the new BI Platform

4

Preparin Preparing g fo for r the Upgr the Upgrade ade

• Perform Inventory Clean up
• Run Report Diagnostic Tool
• Back up Repositories
• Back up Custom web application, HTML pages and scripts

Simple queries to use against the repository To list all the Users SELECT * FROM CI_SYSTEMOBJECTS WHERE SI_KIND=’USER’ To list all the Universes SELECT * FROM CI_APPOBJECTS WHERE SI_KIND=’UNIVERSE’ To list all the Crystal reports SELECT * FROM CI_INFOOBJECTS WHERE SI_KIND=‘CRYSTAL’

Ins Installat tallation ion

Pre installation Checklist

• Access to servers, database repositories and Setup VPN/remote desktop etc
• Backup of CMS and Audit database, FRS, Tomcat and Image of the Virtual

Server where Crystal Reports is installed (at least a day before the upgrade is done) Note* database backup and the Virtual server backup should happen around the same time frame.

• Download Crystal Server 2016 4.2 SP4 and place it on the Primary server

(AWS) where installation needs to be performed.

• Download the license keys and place it on the Primary server (note pad file)
• Disable Antiviruses and Fire wall or any Scans on the Server that needs to be

upgraded during the time/day of upgrade.

• Prepare the AWS hardware based SAP PAM requirements
• Create 2 databases – One for crystal repository and other for Audit store.
• Install Microsoft VC++ 2015 Redistributable on server

Back Up Plan If the change is significant then we will roll back the server to its original state and try again.

BI 4.2 on BI 4.2 on A AWS WS

SAP BusinessObjects BI4.x is being certified and supported for deployments on Amazon Web Services (AWS). It is strongly recommended to select a AWS location nearby your (organizations) datacenter / datasource to reduce a potential performance impact due to network latency.

• 1. Sizing
• 2. Provisioning
• 3. Deployment and configuration of BI 4.2

Mi Migr grati ating ng Repor Reports using ts using UMT MT

Preparing the Upgrade management tool

Perform the following tasks in your existing XI3.x, XIR2SP2 deployment:

• Stop all of the servers, except for the Central Management Server (CMS),and the

File Repository Server (FRS). Perform the following tasks in your new BI4.X deployment:

• If you are using third-party authentication (AD, LDAP, SAP) you must configure the

authentication plug-in in the CMC in your new BI4.0 deployment and map all the user groups (AD, LDAP) or roles (SAP) that you are planning to export from your existing deployment.

• Stop all of the servers (including all Job Servers) in the destination deployment,

except for the CMS, FRS, and the Report Application Server (if you plan to upgrade Crystal Reports documents).

UM UMT T Upgr Upgrade ade Option Options

Complete Upgrade Incremental Upgrade Upgrade all content at once Upgrade content in stages Only 1 system to maintain 2 systems to maintain Lock down entire system Lock down only department folder Issues may affect entire system Issues affect only department folder Longer downtime Shorter downtime BI Content that is upgraded with upgrade management tool

• Security, Access Levels, Users/User Groups,Calendars, Events,
• Folders, Categories, Personal Documents, Repository Objects
• Web Intelligence, Crystal Reports, QaaWS
• Universes (unv), Connections, Scheduled Jobs, Instances
• Remote Connections, Replication Jobs
• Mobile Subscriptions, Offline Documents

BI Co BI Cont ntent ent th that re at requ quir ires es man manual ual acti action

• ns

UNV to UNX If you decide to upgrade your UNV to UNX (universes created in the new BI4.0 Information Designer) after running the upgrade management tool you will have to open them in the Information Designer to upgrade them. Notice that only relational universes can be converted, OLAP universes can't be converted. Crystal Report to Crystal Enterprise if you want to upgrade from SAP Crystal Reports 2011 to SAP Crystal Reports for Enterprise you will have to open each report in SAP Crystal Reports for Enterprise and map the report columns with UNX objects on the Field Mapping window.

BI BI Co Content ntent that is not that is not upg upgraded aded

Opendocument The OpenDocument URL has changed between versions, so you can either manually update your OpenDocument URLs or you can configure your Web Server to redirect Audit Database The audit database has a new schema, so you can upgrade your existing audit

• database. You can keep it for historical process and start the new database in BI4.0. If

you want to create reports from both databases you can use the Information Designer to create a multisource universe. LCM Jobs According to the BI 4.x upgrade guide, XI 3.x Lifecycle Management (LCM) jobs cannot be migrated to BI platform 4.x because their contents are version-specific. By default, the migration of LCM objects is disabled.

Bes Best t Pr Practices actices fo for r UM UMT T Migr Migration ation

Planning - Steps Prior to an Upgrade

• Prior to an upgrade, ensure that the source system is backed up
• Scan for inconsistencies using the Repository Diagnostics Tool using both CMS

and FRS Scan & Repair options

• Check all systems for possible issues to make sure all systems (Source, Target,

and UMT) are up and running without any issues

• Before starting the migration process, make sure to clear your CMC

Temporary storage section by setting appropriate limits on the Temporary Storage folders within the Source and Target CMC

• Before starting the migration process, make sure to Disable Auditing on

Source and Target environments to prevent logging of unnecessary events when doing the bulk operation as well as avoid performance issues

• Prior to starting migration, disabling the Platform Search / indexing has been

seen to improve the overall performance during the migration process

• When performing an upgrade, Ensure that there is absolutely no user activity
• n both the Source and Target environments

Bes Best t Pr Practic actices es for for UMT UMT Migr Migration ation

Planning - Steps Prior to an Upgrade

• From where should you run the UMT?
• Depending on migration (content) size, UMT can take up large amounts of

memory and Temporary disc space, hence it is better to run UMT on a central machine with plenty of resources such as RAM, disk / temp space and providing the UMT process with a large Java heap size.

• Temp space of at least 2x (filestore size) may be needed for best UMT

performance

• Configure UMT to run with as much Java Heap as possible using the Java -Xmx

argument (e.g.: -Xmx24g) on the UMT command line to increase the overall performance and stability of the UMT.

• Ensure only required servers and processes are running on Source, Target and

UMT servers

Ex Executing ecuting the UMT the UMT Proces Process

• Take screen shots of every step in UMT

• Pause all the recurring schedules

BI BI 4.2 Conf 4.2 Configur iguration ation – After After Rep Report

• rt Migr

Migration ation

BI BI 4.2 C 4.2 Conf

• nfigur

iguration ation – Aft After er Rep Report

• rt Migr

Migration ation

• The first thing to do – Stop the Adaptive Job Server

• After pausing the recurring schedules, turn on the Adaptive job server and

add the destinations required for the implementation

BI BI 4.2 Conf 4.2 Configur iguration ation – After After Rep Report

• rt Migr

Migration ation

Verify emailing the report to multiple users and not just one person

BI BI 4.2 Conf 4.2 Configur iguration ation – After After Rep Report

• rt Migr

Migration ation

BI BI 4.2 C 4.2 Conf

• nfigur

iguration ation – Windows Windows AD AD Setu Setup p

• Configured Active Directory Manual Authentication
• No SSO Configuration
• Configure the AD plugin page
• Enterprise users were synced with Active Directory Groups

BI BI 4.2 C 4.2 Conf

• nfigur

iguration ation – Windows Windows AD AD Setu Setup p

• No extra space with in krb5.ini

AMAZ AMAZON ON WOR WORKSP KSPACES CES

• Fully managed, secure virtual cloud desktops running on AWS
• Desktop As A Service (DaaS)

Cr Crystal ystal Desig Designer I ner Installatio nstallation n iss issues ues

• Install Visuall C++ 2005 Service Pack 1 Redistributables

Crystal Crystal Des Designer igner Ins Installation tallation iss issues ues

• Disable the Crystal Reports Start Page Online Resource by renaming the

file start.html and offlinestart.htm

• Cause:- The version of Crystal Reports 2016 designer, does not match the

version of the SAP BusinessObjects Business Intelligence Platform it attempts to connect to

Cr Crystal ystal Desig Designer Conf ner Configur iguration ations

• Crystal Reports developed on OLEDB Connection were changed to ODBC

Connection

• By Design, Crystal Reports limits the number of Database objects to 8000.

The number of objects returned in Crystal Reports is determined by the setting in Windows registry: NtablesMax

• This setting can be changed in regedit

Cr Crystal ystal Desig Designer Conf ner Configur iguration ations

• An Alternate option is to Disable the Stored Procedures in File -> Options

Cr Crystal ystal Desig Designer Conf ner Configur iguration ations

• Transition from Infoview to BI LaunchPad
• By default BI LaunchPad preferences in disabled

Preparing Preparing for for Go Liv Go Live

• Increase Tomcat Timeout
• Go to <BI 4.0 Install

folder>\SAP BusinessObjects\Tomcat6\webapps\BOE\WEB-INF folder

• Open web.xml in Notepad

Preparing Preparing for for Go Liv Go Live

• Restricting CMC Access to Users

Preparing Preparing for for Go Liv Go Live

• Change in Security Model
• “No Access” to Everyone Group

Preparing Preparing for for Go Liv Go Live

GO GO Liv Live

• BI Administrator’s Cockpit – A Life saver

Referenc References es

• BI 4.2 on AWS –

https://archive.sap.com/documents/docs/DOC-62148?platform=hootsuite

• Upgrade Best Practices -

https://wiki.scn.sap.com/wiki/display/BOBJ/How+to+Upgrade+to+BI4.0

• Query Builder Basics - https://blogs.sap.com/2013/06/17/businessobjects-query-builder-

basics/ https://wiki.scn.sap.com/wiki/display/BOBJ/Query+Builder

• UMT Migration Best Practices - https://launchpad.support.sap.com/#/notes/1904814
• Report Diagnostic Tool -

https://wiki.scn.sap.com/wiki/pages/viewpage.action?pageId=143065487

• Crystal Designer Issues
• https://apps.support.sap.com/sap/support/knowledge/public/en/1520706
• https://apps.support.sap.com/sap/support/knowledge/public/en/1215994
• Windows AD - 1631734 - How To Setup Windows Active Directory plugin and SSO for BI4.x
• Best Practices

#askQuestions @infosolinc @rajeshbipro #LetsSpeakBO

Thank You!