Dell | Crystal | Migrating Crystal Reports to Enterprise 4.0

[
A Dell Story: Migrating Crystal Reports 2008/11
to SAP Crystal Reports for Enterprise - Tools
and Best Practices from the Customer and SAP
Brian Durning – Dell, Inc. and Henry Kam – SAP, AG.
[ Learning Points
 The migration scenario we will explore is migrating Crystal
Reports 2008/2011 on SAP BusinessObjects 3.1 with a
universe data source to Crystal Reports for Enterprise on SAP
BusinessObjects BI 4.0 using a common semantic layer data
source
 We will briefly discuss migration options and various landing
points during the migration and conversion process
 You will understand the tools and their purpose in the
migration and conversion process
 What functionality and features have been added in SP4
Real Experience. Real Advantage.
1
[ About Brian
 Product Manager, BusinessObjects at Dell, Inc.
 Crystal Developer for 13 years
 BusinessObjects Developer for 5 years
 Working in large enterprise / Fortune 100 companies for
both Crystal and BOBJ Report and Universe development
 Crystal SIG Chair for ASUG for 3 years
 Customer Chair for Crystal Enterprise Reporting Influence for
ASUG
 Vice-chair for Dallas/Forth Worth ASUG chapter for 2 years
 I am an occasional blogger
 http://www.crystalblogger.com
 I Tweet
 daltexswede
Real Experience. Real Advantage.
2
[ About Henry




Senior Solutions Manager for Crystal Reports, SAP
SAP Point of Contact/Influence Council Co-Chair for ASUG
Focused on Large Enterprise customer requirements
Contact Details:

henry.kam@sap.com
Real Experience. Real Advantage.
3
[ What We’ll Cover …

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Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
4
[ Planning
 As with any successful migration you need to plan. There is
nothing in the SAP BusinessObjects BI 4.0 platform that should
cause you any concern
 New Tools
 Upgrade Management Tool – Used to move repository objects
from lower versions of SAP BusinessObjects to SAP
BusinessObjects BI 4.0
 Information Design Tool – Used to create and modify the new
common semantic layer universe or .UNX file
 Crystal Reports for Enterprise – This is a new platform for
Crystal Reports. While it has retained many of the legacy
functionality the look and feel has changed utilizing SAP
BusinessObjects GUIs as well as adding some time saving
development tools
Real Experience. Real Advantage.
5
[ What We’ll Cover …

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




Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
6
[ Partial Migration
 What is a partial migration?
 A partial migration is moving repository objects from SAP
BusinessObjects 3.1 to SAP BusinessObjects BI 4.0 and leaving
their original data connections
 Are there any risks/benefits to a partial migration?
 There are no risks but this might be an option for you if you
need to get off of older leased equipment and want to start the
movement towards a full migration
 Can I move my Crystal Reports to SAP BusinessObjects BI 4.0
and still use my existing data sources?
 Yes, when Crystal Reports are moved using the Upgrade
Management Tool your reports will land in SAP BusinessObjects
BI 4.0 as Crystal Reports 2011. It is when you move to Crystal
Reports for Enterprise that you have to choose either the .UNX
data source or with Support Pack 4 there is now Direct to Data
support.
Real Experience. Real Advantage.
7
[ Full Migration
 What is a full migration?
 A full migration is moving all necessary repository objects from
legacy SAP BusinessObjects environments to SAP
BusinessObjects BI 4.0. Then completing the migration by
converting to Crystal Reports for Enterprise
 Are there any risks by performing a full migration at this time?
 With the initial version of 4.0 the only supported data source is
the common semantic layer or .UNV. SP4 adds back Direct to
Data.
Real Experience. Real Advantage.
8
[ What We’ll Cover …
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




Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
9
[ Tools — Upgrade Management Tool (UMT)
 UMT is found under the SAP BusinessObjects BI Platform
folder and is installed as part of the SAP BusinessObjects BI 4.0
suite
 UMT is used to migrate from previous versions of SAP
BusinessObjects to SAP BusinessObjects BI 4.0
 The lowest SAP BusinessObjects Enterprise version that the
UMT can migrate from is XI R2
 UMT is not to be confused with the Lifecycle Manager, which
moves objects between the same level platforms, i.e., SAP
BusinessObjects BI 4.0 to SAP BusinessObjects BI 4.0
Real Experience. Real Advantage.
10
[ Tools — Information Design Tool (IDT)
 The IDT is part of the BI Platform Client Tool collection
(―SBOP BI PLAT 4.0 SP04 (w/ FP03) CLIENT TOOLS
WINDOWS (32B)‖) and is not installed as part of the BI
Platform
 The IDT is used to create or modify the new common
semantic layer (.UNX) files
 In addition to creating .UNX files the IDT is used to convert
universe or .UNV files to the common semantic layer or .UNX
file type
Real Experience. Real Advantage.
11
[ Tools — Crystal Reports for Enterprise (CRE)
 Crystal Reports for Enterprise remains a standalone application
 The initial 4.0 version only supports .UNX files as a data
source. SP4 adds back support for Direct to Data.
 Crystal Reports for Enterprise can be used as a migration tool
but in the current version you will be expected to convert all
reports once they are opened in the tool
 Any report converted to Crystal Reports for Enterprise can no
longer be opened in a previous version of Crystal Reports
Real Experience. Real Advantage.
12
[ What We’ll Cover …

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






Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
13
[ Tools — Upgrade Management Tool (UMT)
Welcome is the first dialog box you
will use. Select your language and
Upgrade method.
If you are ready for the pick-upand-drop method then the
Complete Upgrade is for you.
If you prefer more control over
your migration then the
Incremental Upgrade is for you.
Real Experience. Real Advantage.
14
[ Tools — UMT: Complete Upgrade, Summary
The Complete Upgrade option takes you
from Log On to Summary with everything
identified and selected in your repository.
Real Experience. Real Advantage.
15
[ Tools — UMT: Complete Upgrade, Expanded
There are no check boxes from
which you can choose to include
or exclude.
Real Experience. Real Advantage.
16
[ Tools — UMT: Incremental Upgrade
For the purpose of this
demonstration we will be using the
Incremental Upgrade method.
When you are ready
select Next.
Real Experience. Real Advantage.
17
[ Tools — UMT: Incremental Upgrade, Log On
Pick one of three Upgrade
Scenarios. This demonstration will
use Live to Live.
As with the previous migration
tool you must enter your Source
and Destination CMS information
when you go Live to Live.
When you are ready select Next.
Real Experience. Real Advantage.
18
[ Tools — UMT: Object Selection, Object or Content
Object Selection is broken into
Objects on the left and Content on
the right.
Real Experience. Real Advantage.
19
[ Tools — UMT: Incremental Upgrade, Object Selection
Options determine if you are
moving report instances or not.
Select OK after confirming Options.
Real Experience. Real Advantage.
20
[ Tools — UMT: Incremental Upgrade, Content
The various options under Content
allow you a greater granular level
of control of what and how for
Enterprise.
When you are ready select Next.
Real Experience. Real Advantage.
21
[ Tools — UMT: Incremental Upgrade, Summary
In the Summary dialog you can
review the objects and dependencies
before committing to an Export.
Selecting the Upgrade Options
allows you to further refine the
upgrade with Name Conflict
Resolution and Object export
properties.
Real Experience. Real Advantage.
22
[ Tools — UMT: Incremental Upgrade, Upgrade Options
As an Administrator you should become
very familiar with CUIDs. Especially in
.NET or JAVA applications where the
Object CUID is used.
Overwriting Content and Object
Security can cause you a headache.
Be sure to fully understand what this
means. If unsure, unselect these
options.
Real Experience. Real Advantage.
23
[ Tools — UMT: Incremental Upgrade, Final Object
Selection
By expanding the Object Folders you can
see what Objects and Dependencies are
being brought over. You have the option to
de-select objects and/or their dependencies.
Select Start when you are ready.
Real Experience. Real Advantage.
24
[ Tools — UMT: Incremental Upgrade, Export
Congratulations! It is that easy.
Real Experience. Real Advantage.
25
— UMT: Incremental Upgrade, Finish General
[ Tools
Information
Tabbed information helps you
quickly identify any problems that
may have occurred.
Real Experience. Real Advantage.
26
[ Tools — UMT: Incremental Upgrade, Finish Object Log
The Object Log provides object
specific information.
Real Experience. Real Advantage.
27
[ What We’ll Cover …










Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
28
[ Tools — Information Design Tool (IDT)
The default location of the
Information Design Tool is under
SAP BusinessObjects BI platform
Client Tools.
Real Experience. Real Advantage.
29
[ Tools — IDT: Open Session
Sessions are a new feature of IDT.
For first time use you will create a
New Session in order to continue
the conversion process.
Real Experience. Real Advantage.
30
[ Tools — IDT: Session Information
Session information is entered here. This
information will be saved locally and available
through the Sessions drop down menu.
Real Experience. Real Advantage.
31
[ Tools — IDT: Converting a Universe
You will need to convert your .UNV
files to .UNX files for use with
Crystal Reports for Enterprise
unless you have installed FP4
which supports Direct to Data
Source.
Real Experience. Real Advantage.
32
[ Tools — IDT: Universe Source
We have two source locations
from which to convert. The first
option is a local file.
The second option is from the BI
Platform repository.
Real Experience. Real Advantage.
33
[ Tools — IDT: Universe Selection
Once you are logged in locate the
Universe you would like to convert.
Select OK when ready.
Real Experience. Real Advantage.
34
[ Tools — IDT: Universe Destination Options
Double check this is the universe
you want to convert.
If your destination for the .UNX file
is a local folder then select this
Browse button.
If your destination for the .UNX file
is the Repository then select the
Browse button to select a folder.
Select OK when ready.
Real Experience. Real Advantage.
35
[ Tools — IDT: Successful Publication
Conversion details are available.
Real Experience. Real Advantage.
36
[ Tools — Upgrade Management Tool (UMT)
Conversions are so easy you may
want to convert more.
Real Experience. Real Advantage.
37
[ Tools — IDT: Conversion Validation/New Project
It is a best practice to validate the
converted universe. To do so you
must start a Project.
From the File menu select New >
Project.
Real Experience. Real Advantage.
38
[ Tools — IDT: Project Name
It is a good practice to come up and document
your Project naming convention.
Your Project location should be available to
you at all times. You can change the Project
location at this time.
Select Finish when you are ready.
Real Experience. Real Advantage.
39
[ Tools — IDT: Retrieve Universe
In the Repository Objects pane
select the Universe and then right
click for menu items. Select
Retrieve Universe.
Real Experience. Real Advantage.
40
[ Tools — IDT: Open Session Log On
You will be prompted again to
Open a Session. Since this is a
collaboration tool you have the
ability to pull from and work in
multiple systems.
Real Experience. Real Advantage.
41
[ Tools — IDT: Retrieved Universe
Real Experience. Real Advantage.
42
[ Tools — IDT: Integrity Checker Dialog
The Integrity Checker is found under
Window > Check Integrity Problems.
The Integrity Checker in the IDT has many
of the familiar .UNV check points along
with check points new to the common
semantic layer.
Real Experience. Real Advantage.
43
[ What We’ll Cover …










Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
44
[ Tools — CRE: Log On
In order to upgrade the migrated
Crystal Reports from 2011 to
Crystal Reports for Enterprise you
will need to Log On to the BI 4.0
Enterprise System.
Real Experience. Real Advantage.
45
[ Tools — CRE, Server Information
As this is our first time logging on
you will need to provide Server
Connection information.
Select this icon to enter Server
information.
Real Experience. Real Advantage.
46
[ Tools — CRE, Server Connections
All of the information here is
environment specific except for
Server Context.
Real Experience. Real Advantage.
47
[ Tools — CRE: Connection Status
The lower left corner of Crystal
Reports for Enterprise indicates if
you are working locally or logged
on to an Enterprise system.
Real Experience. Real Advantage.
48
[ Tools – CRE, —Open File
The next step is to open a file
(Crystal Report) from the BI
Enterprise 4.0 system.
Real Experience. Real Advantage.
49
[ Tools — CRE, Report Selection
Select the report you want to
convert.
NOTE: Crystal Reports for
Enterprise can convert reports
found in Object Packages as well
as standard Crystal Reports.
Select Open when ready.
NOTE: Since you will be mapping
fields you can only select one
report at a time.
Real Experience. Real Advantage.
50
[ Tools — CRE, Connect to the Common Semantic Layer
Select Next when ready.
Real Experience. Real Advantage.
51
[ Tools — CRE: UNX Selection
Select the .UNX file you will be
using as your new Data Source.
Select Finish when ready.
Real Experience. Real Advantage.
52
[ Tools — CRE: Field Mapping Page
This side of Field Mapping are the
objects used in your report.
This side of Field Mapping are the
available objects in the .UNX file.
When you are
done select Map.
Mapped objects will appear here.
Real Experience. Real Advantage.
Select Next when you are done.
53
[ Tools — CRE: Data Source and Field Mapping
Completion
It’s that easy. Select Finish.
Real Experience. Real Advantage.
54
[ Tools — CRE: Viewing the Converted Report
Real Experience. Real Advantage.
55
[ 7 Key Migration Points to Take Home
 Evaluate your current environment
 Take inventory of your reports and their data sources
 Create a migration plan
 Decide what, when, and where
 What reports? Public or Favorites?
 When are you moving them? All at once?
 Where? Staging environment?





Test your migration plan
Move your reports and their dependencies
Convert your .UNVs to .UNX
Upgrade you reports
Validate reports against each other and enjoy the fruit of your
labor
Real Experience. Real Advantage.
56
[ What We’ll Cover …
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







Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects SP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
57
[ Data Sources – Direct to Data Support (as of SP4)
Provide direct connectivity to Enterprise focused data sources without requiring
a pre-authored data model.
 Supported data sources
 Generic ODBC, JDBC, OLEDB
 Oracle, MySQL, DB2, Microsoft SQL
Server, Microsoft Access, Microsoft Excel,
Sybase, Teradata, SAP HANA
 Displays previously created connections
 New data mapping UI
 Lower TCO with shared data
connections
 Reports that run on the BI Platform now
utilize shared data connections instead
of having data connection information
stored per report.
Real Experience. Real Advantage.
[ How it Works - Reports Managed by the BI Platform
Crystal Reports For Enterprise
Report
Report
Report
Crystal Reports 2011
Report
Report
DBMS
Info
DBMS
Info
Report
DBMS
Info
Relational
Connection
DBMS
DBMS
CR for Enterprise reports saved to BI Platform use Relational Connection objects to hold connection
info. CR 2011 reports continue to store connection info in each report.
Real Experience. Real Advantage.
Simplifying Enterprise Reporting
[ SAP Crystal Reports for Enterprise with Relational Connections
 Simplified Authoring
 Create reports directly off relational data sources without first
modeling the data
 Connect to data in a few clicks, without knowing database system
details
 Simplified Deployment
 Maintain DBMS middleware in a single place (on server, not on
designer desktop)
 Ease Life Cycle Management
 Simplified Administration
 Change DBMS connections for multiple reports all at once
 Reduce report maintenance costs
Real Experience. Real Advantage.
[ What We’ll Cover …


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






Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
61
[ Demo
 Create a new
report
 Click the
new
report
icon
Real Experience. Real Advantage.
[ Demo
 Choose a data
source type
 Expand SAP
BusinessObjects
Business
Intelligence
platform
 Click Browse
Repository
Real Experience. Real Advantage.
[ Demo
 Choose a Relational Connection
 Select Relational
Connection in
the Data Source
Type drop-down
menu
 Select a
connections
folder
 Select a
Relational
Connection
 Click Next
Real Experience. Real Advantage.
[ Demo
 Select Tables
 Choose tables
and views
 Double click or
drag and drop
them into the
Selected Tables
panel
 Crystal Reports
will create
default joins
when possible
 Joins can be
edited if
necessary
Real Experience. Real Advantage.
[ Demo
 Design the report
 Tables and
fields appear
in the Data
Explorer
panel
 Drag and
drop them to
create a
report
Real Experience. Real Advantage.
[ How it Works - Desktop (unmanaged) Reports
Crystal Reports For Enterprise
Crystal Reports 2011
Report
Report
DBMS
Info
DBMS
Info
DBMS
Report
Report
Report
DBMS
Info
DBMS
Info
DBMS
Info
Report
DBMS
Info
DBMS
Reports outside of the BI Platform repository contain connection info, as they always have.
Real Experience. Real Advantage.
[ What We’ll Cover …










Planning the Migration
Migration Options
Tools Overview
Upgrade Management Tool
Information Design Tool
Crystal Reports for Enterprise
BusinessObjects FP4
Demo – Creating Reports with Relational Connections
Demo – Saving Desktop Reports to the BI Platform
Wrap-up
Real Experience. Real Advantage.
68
[ Demo
 Create a new report
 Click File>New
 Select
Connection
by Vendor
 Choose a
vendor and
driver type
for the
DBMS
you’re using
Real Experience. Real Advantage.
[ Demo
 Set up the connection
 Depending
on the
connection
type you’re
using, you
may have to
enter the
server name,
authenticatio
n info, etc.
 Click Next
when done
Real Experience. Real Advantage.
[ Demo
 Choose Tables
 Select tables
to include
 Add, remove
or edit joins
as required
 Click Finish
when done
Real Experience. Real Advantage.
[ Demo
 Try to Save the Report to BIP
 Click File>Log On…
 Enter your
BIP
credentials
 Click File>Save
Real Experience. Real Advantage.
[ Demo
 Use BI Platform connection before saving
 You are
prevented
from saving a
report with a
desktop
connection to
BIP
 Click the link
provided to
change the
data source to
a Relational
Connection
Real Experience. Real Advantage.
[ Demo
 Change the Data Source
 Click the
New
Connection
button to
add a target
data source
 Browse the
BIP
repository
for an
appropriate
Relational
Connection
Real Experience. Real Advantage.
[ Demo
 Map Tables
 Select a table (or
field) from the
current data
source
 Select its
equivalent in the
target data
source
 Click the Map
button
 When all
tables/fields are
mapped, click
Done
Real Experience. Real Advantage.
[ Demo
 Save the Report to BI Platform
 Click File>Save
 Save the
report to BI
Platform
(successfull
y, this time)
Real Experience. Real Advantage.
[ Relational Connection Objects considerations
 All Direct to Data Reports are required to use a relational
connection object when published to the BI Platform
 Use IDT to create and edit relational connections
 Cannot change database name for most DBMS types
 Cannot change between different database vendors
 Accidentally deleting Relational Connection objects on BI
Platform
 Reports must be opened and repaired in CR Designer when
connection objects are mistakenly deleted. Customers are advised
to secure the BI Platform connection objects to administrators
only
 Use Lifecycle Management to move content between systems
to preserve report to connection object relationships
Real Experience. Real Advantage.
[ Additional Resources

http://www.google.com/url?sa=t&rct=j&q=xi4%20info%20design%20tool%20pdf&source=web&cd=1&ved=0
CCQQFjAA&url=http://help.sap.com/businessobject/product_guides/boexir4/en/xi4_info_design_tool_en.pd
f&ei=vh0eT8qVIOWq2QXFjtWzDw&usg=AFQjCNGKds4L5YCL4LYD4xNXPAck6AvhhQ
 SAP’s User Guide for the Information Design Tool

http://www.google.com/url?sa=t&rct=j&q=sap%20crystal%20reports%20for%20enterprise%20user's%20guide
&source=web&cd=1&sqi=2&ved=0CCQQFjAA&url=http://help.sap.com/businessobject/product_guides/boe
xir4/en/xi4_cr_ent_usergde_en.pdf&ei=pB8eT_6lHsrE2QW-3JioDw&usg=AFQjCNEaA6xvwEeR77Q0LK7Su2SPa2ZFw
 SAP’s User Guide for CRE

http://www.google.com/url?sa=t&rct=j&q=migrating%20universes%20to%20sap%20business%20objects%204.
0&source=web&cd=1&sqi=2&ved=0CCoQFjAA&url=http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/
804766e9-8dbe-2d10-a691-82af1e70effd&overridelayout=true&ei=nSAeThCipTbBcHOmf4O&usg=AFQjCNG-NEvHsJW0_YN14zrCbVfg-lBJ4w
 SCN Paper that answers some common questions

http://www.google.com/url?sa=t&rct=j&q=sap%20bo%20bi4.0%20unv%20to%20unx%20universe%20conversi
on%20relational%20db&source=web&cd=3&sqi=2&ved=0CC0QFjAC&url=http://wiki.sdn.sap.com/wiki/displ
ay/BOBJ/Conversion+of+the+relational+universes+in+BI+4.x,+from+UNV+to+UNX&ei=iCEeT4DQAuPo2
AWF7bGfDw&usg=AFQjCNHrkZoCGW9Xxa4rpDMz76x1RBlUZw
 A very detailed blog on SCN about converting relational
Universes to the Common Semantic Layer
Real Experience. Real Advantage.
78
[ It’s your turn
 Q&A
 Contact Info – Brian Durning
 Brian_Durning@Dell.com
 Twitter: daltexswede
 Blog: Crystalblogger.com
 Contact Info - Henry Kam
 Henry.Kam@SAP.com
 Don’t forget to fill out your online survey
 In the mobile guide from either your Personal Agenda or the Overall
Agenda select this session
 Select the ―Survey‖ button in the session description
 Answer the survey and be sure to select ―Submit‖
Real Experience. Real Advantage.
[
]
 Thank you for participating.
Please remember to complete and return your
evaluation form following this session at www.sapandasug.com.
For ongoing education on this area of focus, visit the
Year-Round Community page at www.asug.com/yrc
[
Real Experience. Real Advantage.
SESSION CODE:
0314
80
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