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BusinessObjects 6.x to XI Release 2 Migration Guide

BusinessObjects XI Release 2 Update Windows and UNIX

Patents

Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Copyright 2006 Business Objects. All rights reserved. Last update: March 2006

Trademarks

Copyright

2 BusinessObjects 6.x to XI Release 2 Migration Guide

ContentsChapter 1 Introduction 9 About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Part I Migration fundamentals Chapter 2 Migration essentials 13

What this guide covers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 What this chapter covers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Tools to help you migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Migration methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Basic XI R2 concepts you need to know . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Top challenges as you migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 What migrates (and what doesnt) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Migration phases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Chapter 3 How XI R2 compares with version 6.x 35

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Product offering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Basic terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Installation, configuration, and deployment . . . . . . . . . . . . . . . . . . . . . . . . 45 Security model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Authentication/authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Reporting, analysis, information sharing . . . . . . . . . . . . . . . . . . . . . . . . . . 56 SDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

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Contents

Part II Understanding what migration entails Chapter 4 Understanding user and group migration 65

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Users, groups, and their organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 User/group access rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 How users and groups migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Consequences of importing users and groups . . . . . . . . . . . . . . . . . . . . . . 74 Delegated Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Migrating external groups (LDAP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Chapter 5 Understanding object migration 81

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 What kinds of objects can be imported? . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Broadcast Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Universes and universe connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Stored procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Folders, domains, and categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Chapter 6 Understanding Application Foundation object migration 99

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Migrating to Performance Management XI R2 . . . . . . . . . . . . . . . . . . . . . 100 Migrating the Application Foundation repository and its contents . . . . . . . 104 Migrating dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Migrating analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Migrating schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Migrating rules and named events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Migrating security commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 What you cannot migrate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Chapter 7 Understanding rights migration 117

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Security overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

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Comparison of the security models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Standard migration paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Special import scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Rights by product/component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 Chapter 8 Understanding Import Wizard options 165

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166 Security migration options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166 The Merge and Update import scenarios . . . . . . . . . . . . . . . . . . . . . . . . . 169 Chapter 9 Understanding deployment configuration migration 183

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 XI R2 deployment rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Migrating deployment configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188 Part III Migration planning and assessment Chapter 10 Assessing migration by product and functionality 191

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 BusinessObjects/Desktop Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Web Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Designer and universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Auditing and Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 Scheduling and publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204 SDKs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206 Application Foundation/performance management . . . . . . . . . . . . . . . . . 207 Web Intelligence OLAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208 Chapter 11 Recreating security in XI R2 209

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210 Designing your security model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210 Group security by functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 Content security: access to reports and universes . . . . . . . . . . . . . . . . . 214

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Security model for functionality and content combined . . . . . . . . . . . . . . . 218 Administrators group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Chapter 12 Planning the migration 221

Where you are now . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Formulating your migration strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 High-level migration strategy scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Repository migration options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228 Migrating to XI R2-supported versions and platforms . . . . . . . . . . . . . . . . 237 Capturing scheduling information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238 What users/groups should you migrate? . . . . . . . . . . . . . . . . . . . . . . . . . . 238 What objects should you migrate? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239 Setting up a new folder/group structure . . . . . . . . . . . . . . . . . . . . . . . . . . 241 International considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .