Transcript Slide 1

Moving To Business Objects
XI – Release 2
Presented to Business Objects
User Group
Rich Strout
October 20, 1006
Contents
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Overview
Business Intelligence Environment
Business Intelligence Competency Center
Project Plan and Roadmap
Questions
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Business Goal and Objectives
• Business Goal
- To reduce the number of Business Intelligence standards that we support
in order to provide an ideal balance of ease of use and functionality for end
users, and control for IT.
• Business Intelligence Environment Objective
- Migrate Web Intelligence and CIM Reporter to Business Objects XIR2,
integrating content into one common platform leveraging one Business
Intelligence solution across the enterprise
• Business Intelligence Competency Center Objective
- Embody the Business Intelligence technical and business best practices of
the organization. Champion and reaffirm the value of these standards and
better leverage Zurich’s existing Business Intelligence capabilities.
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Background
• Business Intelligence Environment Upgrade Phase 0
• Joint sponsorship from Small Business & Global Corporate
• Business Objects engaged to perform migration assessment of
BI platform and develop a migration plan
• Phase 0 migration assessment completed
• Found over 38,000 Web Intelligence reports
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Current State
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Narrow understanding of Business Intelligence
Many deployments, requests or needs
Demand exceeds delivery capacity
Lack of Subject Matter Experts on platform
Lack best practices or standards
Inadequate requirements gathering or understanding
Assets being manually leveraged/non-strategic usage
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Future State
• Ultimate goal is to reduce the number of Business Intelligence
standards that we support to provide an ideal balance of ease of
use and functionality for end users, and manageability for IT
• Deliberate Growth
- Infrastructure growth based on anticipated or predicted usage
• Development of architecture expertise and domain knowledge
- BI functional & technical expertise
- BI analyst & tool specialists for capabilities mapping & evangelism
• Holistic view of Business Intelligence
• Provide new features and functionality to the end user
community
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Contents
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Overview
Business Intelligence Environment
Business Intelligence Competency Center
Project Plan and Roadmap
Questions
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Zurich’s Business Intelligence Environment
Zurich RiskIntelligence™
Business Objects /
Web Intelligence
10,000 External Users
5,000 Internal Users
BO 6.5 – Upgraded 2005
Claims Data
Risk Engineering Reports
Billing Information
Links to Policy Document
Images
Data Visualization
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BO 5.1.7
Webi 2.7.3
Submission Data
Premium Information
Claims Data
Billing Information
Crystal Reports
OLAP Cubes
3,800 Internal Users
Crystal 9.0
Submission Data
Premium Information
Claims Data
Billing Information
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Web Intelligence - Current State
• Business Objects 5.1.7 / Web Intelligence 2.7.3
- Single version 5.1.7 production repository on UDB DB2 with 1 security
domain, 1 universe domain and 18 document domains
- 5000 total named users and 190 groups on the 5.1.7 platform
- Approximately 700 corporate documents
- 250 full client Business Objects 5.x (.rep) documents
- 450 Web Intelligence documents
- 38,000+ Personal Documents and an unknown number of documents
saved on share drives and local drives
- 50+ top-level categories
- 60+ universes and 10-20 universe connections
- 1 BCA Scheduler on 1 primary node with 2 secondary nodes (which
execute 593 recurrences)
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Crystal Enterprise – Current State
• Crystal Enterprise 9.0
- Single Crystal Enterprise 9.0 installation
- 3800+ users and 100’s of groups
- Approximately 2800 reports in public folders
- 1000 estimated active Crystal Reports
- 25-50 active Crystal Analysis Documents
- Most Crystal Reports are scheduled and viewed as instances. Small
Business users schedule and/or view on demand.
- A number of small installations of Crystal Technology using older versions
embedded in other applications.
- Many new projects in the works which will increase the load on the XI R2
system.
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Web Intelligence Environment
WebIntelligence
Cluster Nodes (2000)
Internal
Network
Users
manual
connect if
web18
unavailable
USZZ1SCHWEB18
(2000)
WebServer
Prod Status for
CDW/EDW/BO
17 G Disk Space
2 CPU's - 863 Mhz Each
1 G Memory
Business Objects
USZPDW01
uszpsb40
BO_Repository
UDB
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USZZASCHWEB49
(2000)
WebIntelligence
Cluster Manager
34 G Disk Space
2 CPU's - 1.1 G Each
1 G Memory
USZZASCWEB138
WebIntelligence
70 G Disk Space
2 CPU's - 3.06G Each
2.6 G Memory
USZZ1SCHWEB77
WebIntelligence
169 G Disk Space
2 CPU's - 1.4 G Each
2.4 G Memory
USZZ1SCHWEB78
WebIntelligence
169 G Disk Space
2 CPU's - 1.4 G Each
2.4 G Memory
USZZ1SCHWEB79
WebIntelligence
169 G Disk Space
2 CPU's - 1.4 G Each
2.4 G Memory
USZZ1SCHWEB80
WebIntelligence
169 G Disk Space
2 CPU's - 1.4 G Each
2.4 G Memory
CDW DB Serv
SPF5N1E
uszsbp59
EDW DB Serv
USZP1N3
uszpsb10
CDW
UDB
EDW
UDB
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Current Crystal Architecture
CIM Reporter- OLAP Environment
CIM Reporter- Production
Baltimore Location
Laptop
VPN
Data Tier - SQL and OLAP
Schaumburg Location
Web Server and
Crystal Web Connector
USMDA004
CE Version 9
Computer
100 MB
Ethernet
USZBABALSQL01
CE v9.0, CAP 9.0
CE Components:
(2) 400 MHZ
640 MB Memory
18 GB HD
NT 2000 Adv Server
IIS 4
Web Component Service(2)
Page Service (2)
Cache Service
Job Service
(2) 866 MHZ
400 MB Memory
80 GB HD
NT 2000 Advanced Server
Computer
USZZ1SCHDBS66
SQL Server 2000
BIW OLAP Cube Repository
ZNA IFM
SQL Server 2000 DB
PADBS0008\I01DA
ZNABIW
ZNABIM
RptData Marts
USZZ1SCHDBS65
External Daily Loss Runs
(ZSB & Specialities)
* separate for security and response
USZBABALSQL04
CE v9.0, CAP 9.0
CE Components:
APS and APS Database
Cache Service
Event Service
Input File Repository
Output File Repository
Page Service (2)
Job Service
Web Component Service
(2) 866 MHZ
650 MB Memory
80 GB HD
NT 2000 Advanced Server
As of December 2004
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USZBABALSQL02
CE v9.0, CAP 9.0
CE Components:
Web Component Service
Page Service (4)
Cache Service (2)
Job Service
(2) 866 MHZ
523 MB Memory
80 GB HD
NT 2000 Advanced Server
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Recommended Architecture
Desktop Intelligence XI R2
Universe Designer XI R2
Report Conversion Tool
Big IP Load Balancer
Central Management
Console
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InfoView for Java
Crystal Viewer
Web Intelligence
Crystal Reports XI R2
Business View Manager
Publishing Wizard
Import Wizard
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Supported IBM HTTP Server
Supported Linux 2 Redhat
2 CPUs 1GB RAM/OS Instance
Supported WebSphere App. Server
AIX 5.2 32 GB DASD/OS Instance
4 CPUs (2 LPARs) 10GB RAM/LPAR
Recommendation is to increase the
number of processors for combined CIM
and Web Intelligence systems once Fullclient documents converts to WebI as
system would require better processing
Business Objects XI R2
AIX 5.2 32 GB DASD/OS Instance
CMS
Database
UDB DB2
16 CPUs (2 LPARs) 32GB RAM/LPAR
EPM
Database
UDB DB2
Shared Storage
Input and Output File Directories
(Network Attached Storage)
Database Connectivity (Native or JDBC)
Data Tier
Client Tier
Recommended Production
Business Objects Enterprise XI( Release 2 ) Environment
System Diagram
UDB DB2
MS SQL Server
JDBC
Other Data
Sources
Version1.0
5/ 17/ 2006
Contents
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Overview
Business Intelligence Environment
Business Intelligence Competency Center
Project Plan and Roadmap
Questions
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Business Intelligence Competency Center
BI Backbone
Training
Data
Staffing
Policies &
Procedures
Evangelism
PMO/Scope
Arch/Support
BI Competency Center
Best Practices
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Business Intelligence Competency Center
• Supports multiple BI applications across enterprise
• Built on common BI Backbone
• Necessitates development of common procedures
- Ensure efficient growth, ample performance, and appropriate support
• Supports entire enterprise and/or extended enterprise (extranet)
• Considered a Tier 1 application
- Very strategic
- High visibility
- Every internal organization can leverage BI
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BICC Principles
• Central area of knowledge, expertise, and best practices
regarding reporting, analytics within the organization.
• Guiding users in self-service to meet their BI needs
• Establishing standards for BI tools throughout the enterprise
• Coordinating use and reuse of business metadata in the
enterprise
• Communication and subscription of business users to the BI
environment
• Keys to Success:
- Trained and experienced individuals
- Business Analysts that understand the functionality of the solution and can
communicate with organization successfully
- Best Practices in line with organizational constraints and objectives
- Executive Sponsorship AND Executive Users
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BICC – Organizational Model
Business Intelligence
Competency Center
BI Program
Manager
Key Relationship
Business Intelligence
Sr. Executive
DW Operations
Manager
DW Project
Manager
Security Manager
Security Team
BI Business
Analyst
Data Architect/
Dba
BI Tool Specialist
Meta Data
Manager
Business Unit
Support
Data Steward
Champion
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BI Tool
Specialist
Data Quality
Lead
Infrastructure
Lead
ETL Lead
Security Team
Business Analyst
Content Specialist
Training Specialist
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Contents
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Overview
Business Intelligence Environment
Business Intelligence Competency Center
Project Plan and Roadmap
Questions
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Project Roadmap
Plan / Replan
Analysis & Design
Define Scope
Train
Develop & Test
Migrate
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Plan / Replan
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Identify resources
Initiate procurement
Determine iteration start date
Mitigate risk
Coordinate dependencies
Determine impacts to current development
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Analysis & Design
• Establish Standards and Best Practices
• User Analysis
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Review and consolidate users
Define roles and groups
• Report Analysis
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Abandon and consolidate
Convert to best solution
Migrate from desk top to Web
Review and consolidate universes
• Customization Analysis
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Ensure the use of best practices
Redesign or eliminate customization
• Security Analysis
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Set Zurich direction
Establish folder and group structures
Design security model
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Define Scope
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Confirm cleanup effort
Establish Security requirements
Define migration iterations
Create work breakdown structure
Develop detailed project plan
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Train
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Business Objects classroom training
Role specific training
Application developer training
Implementation and Support Services Iteration training and
support
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Develop & Test
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Install and configure software
Review and consolidate users
Review and consolidate reports
Review and consolidate universes
Setup folder and group structures
Setup user base in new security model
Execute migration utility and verify
Convert customization
Modify, re-migration and re-verify
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Migrate
• Crystal Migration: Iteration 1 & 2
• Web Intelligence Migration: Iteration 3, 4, 5 & 6
Each iteration will consist of:
• Analysis
• Scope definition
• Training
• Verification
• Migration
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Acknowledgements
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Frank Colletti
Ted Balzano
Paul Melinyshyn
Nancy Keen
Business Objects
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Questions
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