0912 enjoy the best of bi. upgrade confidently to bi 4.1
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September 9–11, 2013Anaheim, California
Enjoy the best of BI. Upgrade confidently to BI 4
JC Raveneau, Sr. Director SAP BI Solutions
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LEARNING POINTS
Understand why you should upgrade and how to
communicate with your stakeholders
Planning best practices collected through upgrade
engagements
Useful resources
This session is about planning an upgrade
from XI3 to BI4
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WHY UPGRADE TO BI 4
WHY UPGRADE TO BI 4
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WHY UPGRADE?
Enable Answers
on the Go
Deliver Self-service
BI to the Entire Team
Get the most out of
your BI Solution
BI4 Upgrade Calculator available soon
Successful projects start with a good business case
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MOBILE
SAP BusinessObjects
Mobile
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SELF SERVICE
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GET THE MOST OUT OF YOUR BI SOLUTION
SAP
HANA
Multi Source
Real Time
Available
Best on BWAgnostic
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LEARNING POINTS
BEST PRACTICES FOR SUCCESSFUL UPGRADE PROJECTS
BEST PRACTICES FOR SUCCESSFUL UPGRADE PROJECTS
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HAVE A PLAN
Milestone 1 M2 M3 M4
Planning
Design
Implementation
Cutover
Go Live
Plan a couple dry-runs and
sufficient lead time for issues
resolution
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UNDERSTAND THE STRATEGY & PORTFOLIO
A lot has changed since XI3
Put the upgrade in context of your Analytics strategy
Collective Insight Updated Portfolio
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INVENTORY & CLEANUP
Project & Risk control
Upgrading content that is not
needed increases risks and time to
upgrade
Governance
Limiting the proliferation of
universes and reports allows the
business to be more efficient
■ Fix or delete scheduled jobs that are paused or failed
■ Detect and delete un-used reports after checking with
users
■ Remove older report instances or un-used instances
■ Fix repository inconsistencies
Repository
Diagnostic Tool
Instance
Manager
Auditing
CMC
3rd Party Tools
Create a cleanup campaign
event and leverage your users
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SCOPE MANAGEMENT
Separate the actual upgrade from new features
Prefer a staged upgrade
Existing XI platform
New BI 4.0 Platform
Upgrade Applications
Start new projects /w new features
Too many dependencies? Try:
- Users access multiple systems
& staged upgrade
- Plan a longer downtime and do
a full upgrade
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BI UPGRADE PROCESS
Upgrade
ManagerMove One Application Verify
accuracy and
layout. Adjust
Promote
with LCM
Explore advanced options offered
by the UMT in command line
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UPDATE YOUR SKILLS
ADMINISTRATION
Architecture design
Sizing
Upgrade process
LCM process
Portal & customization
BI APPLICATIONS
Choice of client tool
Data Federation
Access to SAP BW
OpenDocument & drill-
through
Portal and workspaces
OPERATIONS
Setup & Configuration
Tuning
Backup & Restore
Traces & Diagnosis
Audit & Monitoring
Updates and patching
BI 4.x is DIFFERENTXIR2, XI 3.x best practices MAY NOT
APPLY
Don’t forget user training either
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ARCHITECTURE & SIZING
UPDATED Architecture
Review SYSTEM blueprint
New TUNING procedures
Different SIZING
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HAVE A TEST STRATEGY
On SANDBOX in the
planning phase
On TEST in the
validation phase
■ IT and developers
■ Discover & learn
■ Dry Run various upgrade scenario
■ Identify possible roadblocks
■ Estimate effort and project timeline
■ IT and Business
■ Security
■ A good 20% of the content spawning across design principles
■ 100% of strategic BI applications
■ The top 50+ most used BI artifacts
■ Joint IT & Business
■ Load testing (possible in TEST if same specs)
■ Subset of the validation phase
■ Obtain green-light for the business
On PROD in the
acceptance phase
Import content from
your QA XI system. It’s
a read only procedure
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RESOURCES
RESOURCES
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GET READY WITH SUPPORT
Don’t wait, ANTICIPATE !
SETUP Support Services
• CIC : http://service.sap.com/contact-bosap
• Brochure : http://service.sap.com/~sapidp/011000358700000905192010.pdf
Enable remote supportability
• http://service.sap.com/remote-supportability
Leverage your Premium contract
• http://service.sap.com/supportofferings
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GET HELP
Talk to your account team
They can help identify resources and best course of action
They’re your partner, at minimum they need to be aware
Evaluate consulting
Almost always the best choice with upgrade scenarios
Multiple options: assessment, packaged services, a la carte
SAP or Partners
Check your support contract
Go-live safeguarding services may be included
You will only upgrade to BI 4 ONCE They have the EXPERIENCE
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USEFUL LINKS
Let’s make it simple
www.sapbusinessobjectsbi.com
www.sap.com/bisizing
www.sap.com/learnbi
www.sap.com/bipatternbooks
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KEY LEARNINGS
Get executive and business sponsorship with a
solid business case
BI 4 is not ‘just the next version’
Position the upgrade in your BI strategy, understand the
portfolio and roadmap
Take time to understand BI 4 and update your skills
Plan
Architecture, sizing and some IT processes have to be
updated
You don’t know what you don’t know
Get help
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Thank you for participating.
Please provide feedback on this session by completing a short survey
via the event mobile application.
SESSION CODE: 0912
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