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BusinessObjects XI R2 Import Wizard February 2007

Boxir2 Import Wizard

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Page 1: Boxir2 Import Wizard

BusinessObjects XI R2Import Wizard

February 2007

Page 2: Boxir2 Import Wizard

Slide 2

Migration Tools overviewImport Wizard

BusinessObjects XI R2 Migration Tools

Page 3: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 3

Migration Success Factors

Moving from BusinessObjects 5.x/6.x to BusinessObjects XI R2 is not an upgrade… it’s a migration

Knowledge of both BusinessObjects 5.x/6.x and BusinessObjects XI architectures are necessary for success Please plan training sessions on the XI platform

Hiring Business Objects global services or a certified partner is highly recommended A migration assessment is a great starting point

Page 4: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 4

Migration Tools Available Today

Import Wizard

Conversion Tool

Security Viewer

Comparison Tool

Tools available with XI R2 Those tools are localized Tools available on product CD

Add on tools Standalone tools Those tools are not localized Available on tech support site

Page 5: Boxir2 Import Wizard

Slide 5

Migration Tools overviewImport Wizard

BusinessObjects XI R2 Migration Tools

Page 6: Boxir2 Import Wizard

Slide 6

The Import Wizard

The import wizard is the tool used for moving content from your source repository to XI R2 The import wizard is available with BusinessObjects XI R2 A Windows application

Source systems include BusinessObjects 5.1.4 and up BusinessObjects 6.0, 6.1, 6.5 Application Foundation 6.1b, 6.1.3 and 6.5 Crystal Enterprise 8.5, 9,10 BusinessObjects XI and BusinessObjects XI Release 2

Contents imported by the Import Wizard Users and groups Reports, documents, universes and connections AF dashboards

Page 7: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 7

Import Wizard – How Does it Work?

CMS database

Import Wizard

BusinessObjects 5.1/6.x

BusinessObjects XI FRS

Users and securityunv, rep, wid files

Corporate objects

Personal objects

FRS = File Repository Server CMS = Central Management Server

BusinessObjects 5.1/6.x repository

Page 8: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 8

Import Wizard – Connecting the Systems

Specify Source

Specify Destination

Page 9: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 9

Import Wizard – Some Steps

Select Users and Groups

Select Categories

Select Objects to import

Page 10: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 10

Press Finish to Launch Import Process

Summary of Import

Import Progress and

Log

Page 11: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 11

Import Wizard Log file

Page 12: Boxir2 Import Wizard

Slide 12

BCA jobs migration BCA jobs are imported into XI R2

New options Migrate universe overloads option More granular overwrite options (doc, universe, connection)

UI enhancements Ready to import panel Some screens have been removed for quicker processing

New in XI R2 MHF1 - Import Wizard Features

Page 13: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 13

New in XI R2 MHF1 - BCA Jobs Migration

Web Intelligence jobs Jobs defined for wqy or wid

documents will be completely migrated

Desktop Intelligence jobs Simple jobs are imported

(scheduling in XI R2 is Refresh + Save to one format)

Jobs with advanced scheduling options will not be migrated

A new document folder is created « Migrated scheduled documents » under Public folders Contains documents associated to migrated jobs

Page 14: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 14

New in XI R2 MHF1 - More Overwrite Options

Those overwrite options are new in MHF1

Page 15: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 15

Desktop Intelligence XI Release 2

How do I Migrate my Local .rep Documents?

Install full client BusinessObjects 5.1/6.x and Desktop Intelligence side by side on client desktop So users can access both repositories

during the transition period Desktop Intelligence can read existing

.rep documents BusinessObjects 5.1/6.5 cannot read

BusinessObjects XI Release 2 .rep

Open and save rep documents with Desktop Intelligence This automatically saves the rep

document to the XI R2 formatBusinessObjects

5.1/6.x

Import Wizard

BusinessObjects5.1/6.x repo

BusinessObjectsXI R2 CMS

Page 16: Boxir2 Import Wizard

Confidential and proprietary. Copyright © 2006 Business Objects S.A. All rights reserved.Slide 16

Thank You for Your Time!

Questions About This Presentation?Jeffrey Michaels, Services Marketing ManagerEmail: [email protected]