Rajesh Ponnurangam Infosol
The Four Big Steps 1 Preparing for the Upgrade 2 Installing BI Platform on Amazon Cloud (AWS) 3 Migrating Reports using Upgrade Management Tool (UMT) 4 Configuring and testing the new BI Platform
Preparin Preparing g fo for r the Upgr the Upgrade ade • Perform Inventory Clean up • Run Report Diagnostic Tool • Back up Repositories • Back up Custom web application, HTML pages and scripts Simple queries to use against the repository To list all the Users SELECT * FROM CI_SYSTEMOBJECTS WHERE SI_KIND=’USER’ To list all the Universes SELECT * FROM CI_APPOBJECTS WHERE SI_KIND=’UNIVERSE’ To list all the Crystal reports SELECT * FROM CI_INFOOBJECTS WHERE SI_KIND=‘CRYSTAL’
Ins Installat tallation ion Pre installation Checklist • Access to servers, database repositories and Setup VPN/remote desktop etc • Backup of CMS and Audit database, FRS, Tomcat and Image of the Virtual Server where Crystal Reports is installed (at least a day before the upgrade is done) Note* database backup and the Virtual server backup should happen around the same time frame. • Download Crystal Server 2016 4.2 SP4 and place it on the Primary server (AWS) where installation needs to be performed. • Download the license keys and place it on the Primary server (note pad file) • Disable Antiviruses and Fire wall or any Scans on the Server that needs to be upgraded during the time/day of upgrade. • Prepare the AWS hardware based SAP PAM requirements • Create 2 databases – One for crystal repository and other for Audit store. • Install Microsoft VC++ 2015 Redistributable on server Back Up Plan If the change is significant then we will roll back the server to its original state and try again.
BI 4.2 on BI 4.2 on A AWS WS SAP BusinessObjects BI4.x is being certified and supported for deployments on Amazon Web Services (AWS). It is strongly recommended to select a AWS location nearby your (organizations) datacenter / datasource to reduce a potential performance impact due to network latency. 1. Sizing 2. Provisioning 3. Deployment and configuration of BI 4.2
Mi Migr grati ating ng Repor Reports using ts using UMT MT Preparing the Upgrade management tool Perform the following tasks in your existing XI3.x, XIR2SP2 deployment: • Stop all of the servers, except for the Central Management Server (CMS),and the File Repository Server (FRS). Perform the following tasks in your new BI4.X deployment: • If you are using third-party authentication (AD, LDAP, SAP) you must configure the authentication plug-in in the CMC in your new BI4.0 deployment and map all the user groups (AD, LDAP) or roles (SAP) that you are planning to export from your existing deployment. • Stop all of the servers (including all Job Servers) in the destination deployment, except for the CMS, FRS, and the Report Application Server (if you plan to upgrade Crystal Reports documents).
UM UMT T Upgr Upgrade ade Option Options Complete Upgrade Incremental Upgrade Upgrade all content at once Upgrade content in stages Only 1 system to maintain 2 systems to maintain Lock down entire system Lock down only department folder Issues may affect entire system Issues affect only department folder Longer downtime Shorter downtime BI Content that is upgraded with upgrade management tool • Security, Access Levels, Users/User Groups,Calendars, Events, • Folders, Categories, Personal Documents, Repository Objects • Web Intelligence, Crystal Reports, QaaWS • Universes (unv), Connections, Scheduled Jobs, Instances • Remote Connections, Replication Jobs • Mobile Subscriptions, Offline Documents
BI Co BI Cont ntent ent th that re at requ quir ires es man manual ual acti action ons UNV to UNX If you decide to upgrade your UNV to UNX (universes created in the new BI4.0 Information Designer) after running the upgrade management tool you will have to open them in the Information Designer to upgrade them. Notice that only relational universes can be converted, OLAP universes can't be converted. Crystal Report to Crystal Enterprise if you want to upgrade from SAP Crystal Reports 2011 to SAP Crystal Reports for Enterprise you will have to open each report in SAP Crystal Reports for Enterprise and map the report columns with UNX objects on the Field Mapping window.
BI BI Co Content ntent that is not that is not upg upgraded aded Opendocument The OpenDocument URL has changed between versions, so you can either manually update your OpenDocument URLs or you can configure your Web Server to redirect Audit Database The audit database has a new schema, so you can upgrade your existing audit database. You can keep it for historical process and start the new database in BI4.0. If you want to create reports from both databases you can use the Information Designer to create a multisource universe. LCM Jobs According to the BI 4.x upgrade guide, XI 3.x Lifecycle Management (LCM) jobs cannot be migrated to BI platform 4.x because their contents are version-specific. By default, the migration of LCM objects is disabled.
Bes Best t Pr Practices actices fo for r UM UMT T Migr Migration ation Planning - Steps Prior to an Upgrade • Prior to an upgrade, ensure that the source system is backed up • Scan for inconsistencies using the Repository Diagnostics Tool using both CMS and FRS Scan & Repair options • Check all systems for possible issues to make sure all systems (Source, Target, and UMT) are up and running without any issues • Before starting the migration process, make sure to clear your CMC Temporary storage section by setting appropriate limits on the Temporary Storage folders within the Source and Target CMC • Before starting the migration process, make sure to Disable Auditing on Source and Target environments to prevent logging of unnecessary events when doing the bulk operation as well as avoid performance issues • Prior to starting migration, disabling the Platform Search / indexing has been seen to improve the overall performance during the migration process • When performing an upgrade, Ensure that there is absolutely no user activity on both the Source and Target environments
Bes Best t Pr Practic actices es for for UMT UMT Migr Migration ation Planning - Steps Prior to an Upgrade • From where should you run the UMT? • Depending on migration (content) size, UMT can take up large amounts of memory and Temporary disc space, hence it is better to run UMT on a central machine with plenty of resources such as RAM, disk / temp space and providing the UMT process with a large Java heap size. • Temp space of at least 2x (filestore size) may be needed for best UMT performance • Configure UMT to run with as much Java Heap as possible using the Java -Xmx argument (e.g.: -Xmx24g) on the UMT command line to increase the overall performance and stability of the UMT. • Ensure only required servers and processes are running on Source, Target and UMT servers
Ex Executing ecuting the UMT the UMT Proces Process • Take screen shots of every step in UMT
BI BI 4.2 Conf 4.2 Configur iguration ation – After After Rep Report ort Migr Migration ation • Pause all the recurring schedules
BI BI 4.2 C 4.2 Conf onfigur iguration ation – Aft After er Rep Report ort Migr Migration ation • The first thing to do – Stop the Adaptive Job Server
BI BI 4.2 Conf 4.2 Configur iguration ation – After After Rep Report ort Migr Migration ation • After pausing the recurring schedules, turn on the Adaptive job server and add the destinations required for the implementation
BI BI 4.2 Conf 4.2 Configur iguration ation – After After Rep Report ort Migr Migration ation Verify emailing the report to multiple users and not just one person
BI BI 4.2 C 4.2 Conf onfigur iguration ation – Windows Windows AD AD Setu Setup p • Configured Active Directory Manual Authentication • No SSO Configuration • Configure the AD plugin page • Enterprise users were synced with Active Directory Groups
BI BI 4.2 C 4.2 Conf onfigur iguration ation – Windows Windows AD AD Setu Setup p • No extra space with in krb5.ini
AMAZ AMAZON ON WOR WORKSP KSPACES CES • Fully managed, secure virtual cloud desktops running on AWS • Desktop As A Service (DaaS)
Cr Crystal ystal Desig Designer I ner Installatio nstallation n iss issues ues • Install Visuall C++ 2005 Service Pack 1 Redistributables
Crystal Crystal Des Designer igner Ins Installation tallation iss issues ues • Disable the Crystal Reports Start Page Online Resource by renaming the file start.html and offlinestart.htm
Cr Crystal ystal Desig Designer Conf ner Configur iguration ations • Cause:- The version of Crystal Reports 2016 designer, does not match the version of the SAP BusinessObjects Business Intelligence Platform it attempts to connect to
Crystal Cr ystal Desig Designer Conf ner Configur iguration ations • Crystal Reports developed on OLEDB Connection were changed to ODBC Connection • By Design, Crystal Reports limits the number of Database objects to 8000. The number of objects returned in Crystal Reports is determined by the setting in Windows registry: NtablesMax • This setting can be changed in regedit
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