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September 10-13, 2012
                                                                           Orlando, Florida




Migrating from Desktop Intelligence to Web Intelligence
Olivier Duvelleroy, Solution Management, SAP Business Intelligence
Thomas B Kuruvilla, Solution Management, SAP Business Intelligence
Agenda
       Benefits of upgrading to Web Intelligence
       What’s New in Web Intelligence
       Desktop Intelligence feature coverage in Web Intelligence
       Remaining features to add to Web Intelligence
       What’s coming




2
Desktop Intelligence End-of-life announced*
     Desktop Intelligence 3.1 is the last commercial version
        SAP BusinessObjects Business Intelligence 4.0 does 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




3
Why
     Decreasing interest in Desktop
      Intelligence
                                                    Question


     Web Intelligence covers
      majority of features                       Web Intelligence
                                                                     Analyze
                                       Consume   covers the entire   and Story
                                                 decision-making     tell
                                                       cycle
     Web Intelligence provides
      better value                                     Share

                                                   1      2    3




4
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



5
Examples: User Experience and Charting
     New interface based on years of usability testing across difference user types




                                  Charting




6
Examples: Charting Enhancements
       Hierarchical Navigation in Charts
       Better Color Management
       Zone Formatting
       New Waterfall Charts




7
Dimensional Data Access and Reporting

    Navigate directly into the   Dimensional concepts
    report hierarchies to find   integrated into rich   Dimensional
    root causes                  reporting model        charting




8
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


9
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




10
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


11
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)


12
SAP BusinessObjects Mobile: Leverage existing tools & skills

      Mobilize Crystal and Web Intelligence Content
      Platform User & content management
      Fast to deploy




                               EASY!




13
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

14
Steps to convert to Web Intelligence: Upgrade Paths
                   Convert .rep on the same
                             stack
                                                      Use Upgrade Manager
                                                      4.0 to move content
         XI                                      XI
                        Report Conversion
                             Tool XI




                         Report Conversion                  Upgrade Manager
                             Tool 4.0                             4.0



                                              BI 4
        Use RCT 4.0 to
     convert .rep and move
         directly to 4.0


15
What’s Coming




24
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




25
Desktop Intelligence Compatibility Pack (DCP)
      Will install over latest Desktop
       Intelligence 3.1 client
      Will enable the DeskI client to connect
       to the BI 4.1 CMS                         DeskI
                                                 XI 3.x
      Will introduce a Light Schedule                    DCP
       functionality using the windows
       scheduling functionality
      DeskI documents will be listed ONLY in
       the Central Management Console
       (CMC) for administrative purposes
       ONLY                                               BI 4

      Minimum deprecation of DeskI Client
       functionality
      Only Client side consumption of .rep
       content

26
Updates to BI 4
                                            Upgrade Manager will now
                  Upgrade Manager            move selected .rep documents
      XI 3.x
                                             to BI 4
                                            Report Conversion Tool (RCT)
                                             will now source .rep
                                    BI 4
                                             documents from BI 4
     XI R2
                                            DeskI documents displayed in
                                             CMC for administrative
                                             purposes ONLY



               Report Conversion
                   Tool 4.0




27
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




28
REMEMBER




      DCP is an temporary solution to provide
       additional time in your DeskI to WebI 4
       conversion
      DCP will be supported while DeskI 3.1 is
       supported
        Desktop Intelligence is STILL End-of-Life


29
Best Practices
      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.

30
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




31
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




32
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


33
Thank you for participating.
Please provide feedback on this session by
 completing a short survey via the event
            mobile application.
          SESSION CODE: 814

Learn more year-round at www.asug.com

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Migrating from SAP BusinessObjects Desktop Intelligence to Web Intelligence

  • 1. September 10-13, 2012 Orlando, Florida Migrating from Desktop Intelligence to Web Intelligence Olivier Duvelleroy, Solution Management, SAP Business Intelligence Thomas B Kuruvilla, Solution Management, SAP Business Intelligence
  • 2. Agenda  Benefits of upgrading to Web Intelligence  What’s New in Web Intelligence  Desktop Intelligence feature coverage in Web Intelligence  Remaining features to add to Web Intelligence  What’s coming 2
  • 3. Desktop Intelligence End-of-life announced*  Desktop Intelligence 3.1 is the last commercial version  SAP BusinessObjects Business Intelligence 4.0 does 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 3
  • 4. Why  Decreasing interest in Desktop Intelligence Question  Web Intelligence covers majority of features Web Intelligence Analyze Consume covers the entire and Story decision-making tell cycle  Web Intelligence provides better value Share 1 2 3 4
  • 5. 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 5
  • 6. Examples: User Experience and Charting  New interface based on years of usability testing across difference user types Charting 6
  • 7. Examples: Charting Enhancements  Hierarchical Navigation in Charts  Better Color Management  Zone Formatting  New Waterfall Charts 7
  • 8. Dimensional Data Access and Reporting Navigate directly into the Dimensional concepts report hierarchies to find integrated into rich Dimensional root causes reporting model charting 8
  • 9. 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 9
  • 10. 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 10
  • 11. 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 11
  • 12. 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) 12
  • 13. SAP BusinessObjects Mobile: Leverage existing tools & skills  Mobilize Crystal and Web Intelligence Content  Platform User & content management  Fast to deploy EASY! 13
  • 14. 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 14
  • 15. Steps to convert to Web Intelligence: Upgrade Paths Convert .rep on the same stack Use Upgrade Manager 4.0 to move content XI XI Report Conversion Tool XI Report Conversion Upgrade Manager Tool 4.0 4.0 BI 4 Use RCT 4.0 to convert .rep and move directly to 4.0 15
  • 17. 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 25
  • 18. Desktop Intelligence Compatibility Pack (DCP)  Will install over latest Desktop Intelligence 3.1 client  Will enable the DeskI client to connect to the BI 4.1 CMS DeskI XI 3.x  Will introduce a Light Schedule DCP functionality using the windows scheduling functionality  DeskI documents will be listed ONLY in the Central Management Console (CMC) for administrative purposes ONLY BI 4  Minimum deprecation of DeskI Client functionality  Only Client side consumption of .rep content 26
  • 19. Updates to BI 4  Upgrade Manager will now Upgrade Manager move selected .rep documents XI 3.x to BI 4  Report Conversion Tool (RCT) will now source .rep BI 4 documents from BI 4 XI R2  DeskI documents displayed in CMC for administrative purposes ONLY Report Conversion Tool 4.0 27
  • 20. 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 28
  • 21. REMEMBER  DCP is an temporary solution to provide additional time in your DeskI to WebI 4 conversion  DCP will be supported while DeskI 3.1 is supported  Desktop Intelligence is STILL End-of-Life 29
  • 22. Best Practices  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. 30
  • 23. 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 31
  • 24. 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 32
  • 25. 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 33
  • 26. Thank you for participating. Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: 814 Learn more year-round at www.asug.com