Lifecycle Management in XI 3.1Manage promotion of BI content in a way that is robust,repeatable, reliable, and auditable
Rob Rohloff, Senior Sales Consultant, OEMDecember 3, 2008
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1. What is Lifecycle Management?2. Introducing BusinessObjects Live Cycle Manager 3.13. Product Overview4. Best Practices5. Conclusion
Agenda
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1. What is Lifecycle Management?2. Introducing BusinessObjects Live Cycle Manager 3.13. Product Overview4. Best Practices5. Conclusion
Agenda
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Why Is Life-Cycle ManagementImportant?
Regulations such as Sarbanes Oxley and HIPPA require a new level of rigor
Internal controls are required for:How changes are madeWho can access production systems
Reports need to be correct and on timeMinimal downtimeChanges to system, data or processes must be thoroughly tested
Sensitive data must be protected
For many, BI has become mission critical
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Benefits of Life-Cycle Management
Reduce costsAvoid errorsAvoid reworkAvoid system downtime
Increase SecurityProtect against errors and mistakesProtect against malicious actsSafeguard information
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Basic Principle - Separation
DevelopmentDevelop reports
TestValidate reportsTest securityTest software (fixpacks, service packs)
ProductionVerify changes
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1. What is Lifecycle Management?2. Introducing BusinessObjects Live Cycle Manager 3.1
2.1. Improvements over Import Wizard2.2. Limitations2.3. Architecture2.4. LCM, Import Wizard, Federation Differences
3. Product Overview4. Best Practices5. Conclusion
Agenda
LifeCycle Manager Overview
Web-based tool that enables you to...Promote BI resources from one system to another system without affecting the dependenciesof these resourcesManage dependencies of BI resourcesManage different versions of BI resourcesRoll back a promoted resource to restore the destination system to its previous state
Note: The same version of BusinessObjects Enterprise must be installed on both the sourceand destination systems.
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BusinessObjects LifeCycle Manager
Primary life-cycle management tool for XI 3.1 and later
Stand-alone web applicationWill eventually be another tab in the CMC
No additional licensing requiredAvailable now at SAP Service Marketplace (SMP)
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Improvements over the ImportWizard
Complete granular control over objects selected
Better insight into “What will happen?”Dependency managementThe ability to test promotions before processing
Auditing – “What did happen?”
Rollback
SchedulablePromotions can be scheduledRegular build processes can be set-up
Fully handles delegated administration
Easier integration with version management systems
Database connection overrides and mapping
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Version 1 Limitations
English-only
Java-only
Requires a Windows serverHowever, as a web application, it can be used to manage any XI
Limited to BusinessObjects Enterprise 3.1 source and destination systems
LCM jobs are not visible in the CMC therefore you must be in the LCM admin tool tocreate and schedule jobs
Cannot use events to trigger jobs
Only supports objects in CMS repository. Doesn’t support:EIM (Data Services)Performance Optimization Applications (such as GRC)Performance Manager
PM Deployment Tool (PMDT) is still required
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What LCM is Not Designed For
Back up
Disaster Recovery
Archiving
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Architecture
Example Architecture
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1. What is Lifecycle Management?2. Introducing BusinessObjects Live Cycle Manager 3.13. Product Overview
3.1. Administration Options3.2. Promotion Jobs3.3. Manage Dependencies3.4. Promotion3.5. Air Gap3.6. Version Control3.7. Rollback3.8. Version Control
4. Best Practices5. Conclusion
Agenda
LifeCycle Manager
Primary tool for promotion
Version control
XI 3.1 and greater
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Promotion: “Transport content from like system to like system.”Typically Dev to Test to ProductionContent is primarily document templates and metadata and schedulesNot document instances
Import Wizard
For migration
For promotion until XI 3.0
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Migration: “Transport and transform content from previous version to newer version”Content includes all previous object types
Federation
For replication
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Replication: “Transport content from like production system to like productionsystem.”Content should go through development life cycle and intoproduction before it is replicatedContent includes document templates, metadata, schedulesCan include document instances
Comparison Summary
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LifeCycle ManagerPromotion (3.1 and later)Templates and metadataVersion Control
Import WizardMigrationPromotion (until XI 3.0)
FederationReplicationSubset of content types
BusinessObjects LifeCycle Manager
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Home page providesstatus of promotion jobs
Jobs can be organized andsecured by folders. Metadata is
stored in an instance of BOE.
Administration Options
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Before you start, setAdministration Options
Administration OptionsManage Systems
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Enables you to add andremove host systems
Administration OptionsRollback and Job Settings
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Enables you to configurethe rollback process
Enables you to specifythe number of job
instances that can exist inthe LCM system
Administration OptionsAudit Log
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A variety of events canbe audited
Audit Reporting
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Who promoted change?When did the change take effect?What objects were successfully added
or modified?Which objects failed?
Administration OptionsSubversion Settings
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Enables you to configure theSubversion parameters
Promotion and Job Defined
Promotion enables you to create or update info-objects in the destination system.
A job is a collection of info-objects that can be moved from one BusinessObjectsEnterprise deployment to another. It can also refer to a collection of related anddependent CUIDs that need to be promoted to the destination system.
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Creating a New Promotion Job
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Create a New PromotionJob
Creating a New Promotion Job
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Promotion Job Window
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Add objects to anew job
Adding New Objects to a Job
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Browse and select allobject types – notjust documents
Manage Dependencies
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After selecting objects,optionally check the
dependencies
Managing Dependencies enables you to select and manage the dependents of theinfo-objects in the job that you want to promote.
Manage DependenciesFilters
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Here, we see aconnection is a
dependent of a universe
Objects can be filteredfor better analysis
Manage DependenciesRules
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Rules allow for groups ofdependents to be selected(Similar to Import Wizard)
Promotion
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After selecting objects,click Promote
Promotion
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Once the promotion job isbuilt, it is ready for promotion.A variety of options can be set
PromotionMappings
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Use Mappings to override:Universe connectionsCrystal Reports database infoQuery as a Web Service URLs
Mapping enables you to modify a source connection or URL in the source system tomatch with a dependency type that exists in the destination system.
PromotionUniverse Connection Mappings
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A connection can be mappedto the appropriate connection
in the next environment
PromotionUniverse Connection Overrides
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Or, the specific properties of auniverse connection can be
updated
PromotionCrystal Reports Overrides
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Database connectioninformation for Crystal Reports
can be updated
PromotionQuery as a Web Service Overrides
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The URL for the WSDL can beupdated
PromotionScheduling a Promotion Job
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The promotion job can bescheduled using all the
standard scheduling options.
Allows for deploys to bescheduled for after hours
PromotionExternal Change Management ID
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An external ID can be enteredhere and associated with
changes in audit log
PromotionSecurity Settings
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The security associated withobjects can optionally be
promoted.
Best practice is to onlypromote security when
changes have been made -typically with a significantrevision of the application
PromotionTest Promotion
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Test what will happen beforecommitting
PromotionTest Promotion
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No errors were detectedby the test
Air Gap
When the source and destination systems are on different networks or are notconnected, the Air Gap feature facilitates promotion by allowing the users tocreate a BIAR file. This BIAR file can be used as a source in the destinationsystem for promotion. The BIAR file can be written to DVD or tape, and thenphysically moved to the destination system where it can be imported.
Note: The file extension for the LCM BIAR file is LCMBIAR. LCM BIAR files are notcompatible with Import Wizard BIAR files.
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Rollback
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We decide to rollbackVersion 5 of the Expense
Reporting application
Rollback enables you to restore the destination system to its previous state, after ajob is promoted. You can roll back an entire job or part of the job.
Rollback
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RollbackRollback Complete
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Version 5 is removed fromsystem and Version 4 is
restored
RollbackBest Practices
When a deploy issue is identified, can either:Fix issue in dev, and promote fix through life cycle, orRollback some or all of deploy to previous state
Rollback makes sense when:Scope of changes to be rolled back is largeChange must be reversed quicklyIssue is in production
Can rollback more than one set of changes, however:Each successive rollback increases complexityLess likely that the result will be predictable to end user
Best practice:Only rollback when absolutely necessaryAvoid rolling back more than one versionEnable it only for critical systems (there is a cost: disk space)
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Version Control
Version Management enables you to manage different version of the same document.The LCM tool enables you to manage versions of resources that exist in theBusiness Objects Enterprise repository. Subversion, an open source versioncontrol system, is used to version control the resources.
Provided out of the box by Subversion 1.4.6Popular open source version control systemSubversion is installed on same server as LifeCycle ManagerOr, can reuse an existing instance of Subversion
Use file security to lock down access to Subversion so that LifeCycle Manager is theonly access point
Ensure that Subversion files are backed up
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Version Control
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Select resources and check-into Version Management
Change drop-downto Version Management
Version ControlCheck-in Comments
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Version Control
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Version has incremented
Version ControlHistory
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Browse versions andcheck-in notes
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1. What is Lifecycle Management?2. Introducing BusinessObjects Live Cycle Manager 3.13. Product Overview4. Best Practices5. Conclusion
Agenda
Best PracticesSystems
Implement a 3 system deployment methodologyDevelopmentTestProduction
Ensure consistency in OS and patch level between environmentsFreeze Test environment when testing patches and service packsIf not possible, then test patches and services in a distinct environment
Leverage virtualization to:Keep costs downEasily build and maintain multiple environments
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Best PracticesImportance of Mirrored Environments
All objects must have the same CUID in each environmentCUIDs are the primary method of identifying relationships and dependencies*
(*Not exclusively, but if you follow this rule you will be safe)
If Dev and Test aren’t complete mirrors of Production:Do a complete refresh from Production
Do not use one system for two environmentsCopying objects will create a new CUID and break the model
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Best PracticesPromotion Jobs
Organize promotion jobs in folder structure that mimics production folder structureAssign delegated admins as desiredUse a consistent naming convention for promotion jobs
Do not promote security if it hasn’t changedSecurity typically changes less often that content
Do not promote dependencies if they haven’t changedExample: universes will change less often than reports
If you need to rollback security changes – do a full rollback, not partial, to be safeThen adjust job and re-promoteReuse or copy a job to ensure that all objects moved to test are then moved to production
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1. What is Lifecycle Management?2. Introducing BusinessObjects Live Cycle Manager 3.13. Product Overview4. Best Practices5. Conclusion
Agenda
Conclusion
Create a robust life-cycle management process that leverages the principle ofseparate environments
LifeCycle Manager is a new tool that allows for promotions to be reliable, automatedand repeatable
LifeCycle Manager also provides a version control solution by embedding Subversion
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Thank you!
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