September 10-13, 2012 Orlando, Florida

Migrating from Desktop Intelligence to Web Intelligence

Thomas B Kuruvilla, Solution Management, SAP Business Intelligence

Olivier Duvelleroy, Solution Management, SAP Business Intelligence

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Learning Points

Benefits of upgrading to Web Intelligence

What’s New in Web Intelligence

What’s coming

Desktop Intelligence feature coverage in Web Intelligence

Steps to convert from Desktop Intelligence

What’s coming

Best Practices

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Desktop Intelligence 3.1 is the last commercial version

SAP BusinessObjects Business Intelligence 4.0 will NOT include Desktop Intelligence

Desktop Intelligence will continue to be supported on XI 3.x

Mainstream maintenance: Until 2015

Priority-One support: Until 2017

* The official End-of-Life statement is available on Service Market Place

Desktop Intelligence End-of-life announced*

Why

Decreasing interest in Desktop Intelligence

Web Intelligence covers majority of features

Web Intelligence provides better value

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Question

Analyze

and Story

tell

Share

Consume Web Intelligence

covers the entire

decision-making

cycle

2 3 1

Top reasons to upgrade to Web Intelligence

Web Intelligence has a number of feature not in Desktop Intelligence

Modern User experience and New Charts and visualizations

New semantic layer: Dimensional Semantic layer, Multi-Source

Interoperability with best of breed exploration and analysis tools

Copy and Paste

Tool of choice for BI Mobile

Future investments will be in Web Intelligence

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Examples: User Experience and Charting

New interface based on years of usability testing across difference user types

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Charting

Examples: Charting Enhancements

Hierarchical Navigation in Charts

Better Color Management

Zone Formatting

New Waterfall Charts

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Dimensional Data Access and Reporting

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Dimensional concepts

integrated into rich

reporting model

Navigate directly into the

report hierarchies to find

root causes

Dimensional

charting

Examples: Data Manager

Provide business users a quick way to understand the data behind simple reports

Enable power users to gain a deep understanding of multiple data sources

Provide Desktop Intelligence users with another superior user experience

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Examples: Additional Enhancements

Simplified Sorting

Improved Sorting Menu

Apply Sort directly to Dimension or Measure

Available for Tables and Charts

DHTML Query Panel

100% HTML, No download required

.unv and .unx universes

Allow custom styling in reports

Import/Export CSS style sheet

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Examples: Interoperability

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Web Intelligence SBO Explorer

Analysis, Edition for OLAP

Analysis, Edition for MS Office

Examples: Copy and Paste

Reuse report contents across documents (charts, tables, queries, variables)

Copy/paste with simple keyboard shortcuts or drag and drop report elements

Re-purpose Interactive Analysis tables as editable Office content

Copy/paste with simple keyboard shortcuts or drag and drop report elements

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Examples: More…

Track Data Changes Report to Report and URL Linking Wizard Input Controls

Which also allows “What if” analysis

Server Side Ranking and Sampling Custom sorts Query Stripping (for OLAP data sources via: BICS, OLAP universes)

Improved performance by automatically removing unused objects

Supports non-additive measures Prompts: Optional, default values, free/constrained Complex report filters Improved client-side ranking Improved alerters More ‘function’ support (e.g. interpolation)

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Examples: Web Intelligence as the source

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Web Intelligence

SBO Explorer SBO Dashboards

Web Intelligence

BI WorkSpaces

(composite dashboard)

DaaWS

Ready for Mobility

(BI Mobile)

SAP BusinessObjects Mobile: Leverage existing tools & skills

Mobilize Crystal and Web Intelligence Content

Platform User & content management

Fast to deploy

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EASY!

Key outstanding Desktop Intelligence features

Planned for future releases of Web Intelligence

Free-hand SQL

Custom grouping

Excel DP in Web Intelligence Applet

Schedule with export to TXT

Export to HTML

Schedule with export to HTML

Unplanned features

Visual Basic Data-providers

Export to XML

Multiple VBA macros

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Steps to convert to Web Intelligence: Upgrade Paths

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XI

Report Conversion

Tool XI

XI

Report Conversion

Tool 4.0

Upgrade Manager

4.0

BI 4

Convert .rep on the same

stack

Use Upgrade Manager

4.0 to move content

Use RCT 4.0 to

convert .rep and move

directly to 4.0

Report Conversion Tool (RCT) 4.0

Report conversion tool 4.0 allows you to connect to a XI R2 or 3.x system as a source and move the converted .wid reports to a BI 4.0 target system

Overview of the Process

Launch RCT

Enter the Source CMS Credentials (XI R2 or 3.x)

Enter the Target CMS Credentials (BI 4.0)

Select the Desktop Intelligence documents

Select Options as required

Start Conversion

Publish converted Web Intelligence documents to target system

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Steps to upgrade to Web Intelligence 4.0

Login Screen

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Source System:

XI R2

BOE 3.x

Target System:

SAP BI 4.0

Step 1: Select the .rep document for conversion

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Step Ia: Converting the .rep document

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Step II: Results and Auditing Results

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Step III: Publishing converted .wid documents

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Step IV: Publishing converted .wid documents

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Improvements planned for RCT

Ability to convert instances of schedules DeskI reports to Web Intelligence

Ability to convert local DeskI documents in an non-standalone mode

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What’s Coming

Important:

Desktop Intelligence is STILL End-of-Life

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Background

We understand your challenges in migrating

We’ve been working closely with customers in their move to BI 4.0

One of the requests from customers moving is the ability to support their .rep content in BI 4 as they continue to convert

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Desktop Intelligence Compatibility Pack (DCP)

Installed over existing Desktop Intelligence 3.1 clients

Enables the DeskI clients to connect to the BI 4.1 CMS

Introduce a Light Schedule functionality using the windows scheduling functionality

DeskI documents will be listed ONLY in the Central Management Console (CMC) for administrative purposes ONLY

Minimum deprecation of DeskI Client functionality

Only Client side consumption of .rep content

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BI 4

DCP

DeskI

XI 3.x

Updates to BI 4

Upgrade Manager will now move selected .rep documents to BI 4

Report Conversion Tool (RCT) will now source .rep documents from BI 4

DeskI documents displayed in CMC for administrative purposes ONLY

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Report Conversion

Tool 4.0

XI 3.x

XI R2

BI 4

Upgrade Manager

Benefits

DCP is a additional support provided by SAP for DeskI 3.1 users / customers who are moving their current DeskI investments to WebI 4.0 or later

The Benefits Reduced TCO:

With this solution, DeskI documents that require additional time to convert can be consumed from a BI 4.1 deployment using the DeskI 3.1 Client

Can de-commission legacy systems earlier and consolidate on BI 4.1

Better User satisfaction: Users can leverage the latest innovations delivered in BI 4.0 or later, as they convert their DeskI documents

Gain additional time to convert their complex DeskI reports

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REMEMBER

DCP is an temporary solution to provide additional time in your DeskI to WebI 4 conversion

DCP will be supported until DeskI 3.1 is supported.

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Internal usage review of the existing .rep files in the organization Consider archiving any that haven’t been used or accessed in a long time

Determine the most important reports to upgrade

Education Inform Desktop Intelligence users of the intent to upgrade to Web

Intelligence

Begin training Desktop Intelligence on Web Intelligence usage

Knowledge Accelerator provides an e-learning solution to facilitate user training

Deploy Web Intelligence Have Desktop Intelligence users begin using Web Intelligence for all NEW

reports

Begin upgrade of reports, starting with most important.

Best Practices

Publishing to BI 4

Document publishing is considered partial, if: Universe isn't associated with converted .wid in the target system

Open and View of these documents is still possible

Refresh isn't possible

For this it is advisable to move the .rep dependencies to the target system using Upgrade Manager before your commence your conversion activity

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Useful references and Links

Decide if moving to Web Intelligence makes sense for you

Read this whitepaper for more information about the benefits of Web Intelligence.

Begin planning the move to Web Intelligence

This whitepaper explains how to plan the upgrade from Desktop Intelligence to Web Intelligence

Talk to your account manager about licensing options. We want to provide as smooth a transition as possible to our customers and are offering a license upgrade from Desktop Intelligence to the considerably more feature-rich Web Intelligence

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Summary

Desktop Intelligence is STILL End-of-Life Maintain Maintenance: Until 2015

Priority One Support: Until 2017

Web Intelligence is the future Has Majority of Desktop Intelligence features

Has modern user experience and features

Continued investment and innovation

Desktop Intelligence Compatibility Pack: BI 4.x will enable moving .rep to BI 4.x CMS

RCT 4.x will now also use BI 4.x as source for .rep documents

DCP installed over DeskI 3.1

Connects to BI 4.1 CMS

Consume .rep documents on client only

Conversion and Upgrade Management to support your move

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