SAP NetWeaver 7.0 Migration of Business Explorer and BI Integrated Planning. Tobias Kaufmann SAP NetWeaver RIG Business Intelligence

Transcription

1 SAP NetWeaver 7.0 Migration of Business Explorer and BI Integrated Planning Tobias Kaufmann SAP NetWeaver RIG Business Intelligence Version 2.4 January, 25th 2008

2 Frontend-related IT Scenarios System Landscape Business Explorer Tools and Objects BI Integrated Planning

3 Frontend-related IT Scenarios IT Scenario Enterprise Reporting, Query, and Analysis BI Suite: Business Explorer is split into four IT Scenario Variants: Enterprise Reporting, Query, and Analysis with BEx Query Designer, BEx Web Application Designer (incl. BEx Web), BEx Report Designer (new) Excel Integration with BEx Analyzer Ad Hoc Query with BEx Web Analyzer (incl. BEx Web) Information Broadcasting with BEx Broadcaster and Broadcaster Wizard IT Scenario Business Planning and Analytical Services BI Integrated Planning with Planning Modeler (WebDynpro-based) Business Explorer and BI Integrated Planning require Usage Type BI Java Using Usage Type BI Java impacts your system landscape SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 3

4 Frontend-related IT Scenarios System Landscape Business Explorer Tools and Objects BI Integrated Planning

5 System Landscape This section is about System Landscape aspects: Business Explorer and Usage Type BI Java Business Explorer and Portal Runtime One Portal or two Portals? One Server or two Servers? One Server (Standalone Installation with two Systems) Recommendation Configuration Tools Summary SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 5

6 Business Explorer and Usage Type BI Java How does Business Explorer relate to Usage Type BI Java? BEx Web and BI Integrated Planning require Usage Type BI Java Usage Type BI Java is based on Usage Type EP and AS Java How does BEx Web and BI Integrated Planning relate to Portal and Java? BEx Web runtime generates output for Web Browser BEx Web requires Java-based Portal runtime functionality (for rendering as iview, for System integration, etc.) BI Integrated Planning requires WebDynpro-based Planning Modeler Functionality: BEx Web is using Portal as infrastructure and platform (visible if desired, hidden if not) Project considerations: BEx Web requires Java technology and not an Enterprise Portal project System Landscape: BEx Web requires Usage Type EP and AS Java SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 6

7 Business Explorer and Portal Runtime Which features of Business Explorer in SAP NetWeaver 7.0 require Portal runtime? (*) New BEx Web Application Designer (Unicode, Command Wizard,...) Exporting to PDF and Printing BI Integrated Planning Drag&Drop (Analysis Web Item) Web Items (Container Layout, Menu Bar, Tab Pages, Button Group,...) Formatted Reporting with BEx Report Designer Document Integration with storage in Knowledge Management... (*) Please remember that all new features of IT scenario Enterprise Reporting, Query, and Analysis (incl. variant Excel Integration with BEx Analyzer) require Usage Type AS Java and EP (i.e. Portal runtime) SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 7

8 One Portal or two Portals? Two Portals Different user groups (in general, Enterprise Portal user group is larger than BI user group) Two Portals if one Portal is for BI only and one Enterprise Portal Two Portals could be integrated by Federated Portal Network (see Integration into Enterprise Portal) No Support Package synchronization between BI and Enterprise Portal One Portal Common user group (identical users) One Portal for both use cases (BI Portal and Enterprise Portal) Might require upgrade of Enterprise Portal Support Package synchronization between BI and Enterprise Portal SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 8

9 One Server or two Servers? Installation options Usage Types AS ABAP (incl. BI) and AS Java (incl. EP and BI Java) as Add-In Installation on one server as one system (Double Stack Installation) as Standalone Installation on one server as two different systems as Standalone Installation on two servers as two different systems Due the flexibility of SAP NetWeaver, you could move your system from option 1 to 2, 1 to 3 or 2 to 3 In case of 1 to 2 or 1 to 3, you have to rebuild your Java-Stack but you could transport your content One system is identified by one system ID SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 9

10 One Server (Standalone Installation with two Systems) Standalone Installation on one server as two different systems Server itself can scale or split to two servers possible High scalability Dialog Instances could be mixed or separate AS ABAP and AS Java could be scaled independently Recommended System Landscape Physical Server Central Instance (two System IDs) Dialog Instances System SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 10

11 Recommendation Use existing BI server Based on load and performance tests, existing BI server should be sufficient even with Usage Types AS Java, EP and BI Java Upgrade SAP BW 3.x to BI in SAP NetWeaver 7.0 Perform standalone installation on one server with two different systems Best combination of lowest hardware requirements and highest flexibility due Scalability (dialog instances could be scaled independently) Start/Stop (combined using SAPMMC) System downtime (independent between AS ABAP and AS Java) Choose ABAP as User Management Engine (UME) configuration Reduce administrator effort by using combined user persistence Automatic configuration of UME is one advantage of Add-In Installation SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 11

12 Configuration Tools Template-Based Basic Configuration Portal-based Template Installer for automatic configuration Easy to execute Same steps as Implementation Guide Integration into the Portal ABAP-based Implementation Guide (IMG) for manual/semi-automatic configuration Report RSPOR_SETUP Step by step Useful for problem analysis (incl. checks) See note for details SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 12

13 System Landscape Summary Yes, Business Explorer and BI Integrated Planning in SAP NetWeaver 7.0 require Portal, but No Enterprise Portal project required (BI owns Portal content of BI Portal) No second Server is required No Portal training for end users required No double maintenance of user required No assignment of Portal Roles required No additional effort to integrate into Enterprise Portal (same or less effort) More details about System Landscapes under SAP NetWeaver 7.0 Query, Reporting & Analysis Design SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 13

14 Frontend-related IT Scenarios System Landscape Business Explorer Tools and Objects BI Integrated Planning

15 Business Explorer Tools and Objects This section is about Business Explorer tools and their objects: BEx Query Designer and Queries BEx Analyzer and Workbooks BEx Web Application Designer and Web Templates BEx Web Design API for Tables (Table Interface) BEx Report Designer and Reports SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 15

16 Business Explorer Tools BEx Analyzer BEx Query Designer BEx Web Application Designer BEx Report Designer (new) Completely re-implemented with Microsoft Visual Basic.NET Improved state-of-the-art user interface for better user experience Drag&Drop support in BEx Analyzer, BEx Web and improved in BEx Query Designer Unicode-compliant SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 16

17 Business Explorer in SAP Frontend Installation Different Frontends for SAP BW 3.x and SAP NetWeaver 7.0 BW Add-On for Business Explorer (SAP BW 3.x) BI Add-On for Business Explorer (SAP NetWeaver 7.0) SAP BW 3.x SAP NetWeaver 7.0 BEx Tools for SAP NetWeaver 7.0 are not downward-compatible BEx Tools coexist side-by-side on one client PC SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 17

18 BEx Query Designer and Queries (1) BEx Query Designer Allows defining queries for InfoProviders to analyze the dataset of the BI System New features of Queries (e.g. BI Integrated Planning) are only supported by SAP NetWeaver 7.0 BEx Query Designer (see note for incompatibilities and note for overview) Queries Queries are stored with same name but new version to existing database table (see slide 3. Process of Migration for details) Overwrite with new version Exiting Queries are overwritten with new version 1. Editing Queries 2. Using Queries 3. Process of Migration SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 18

19 BEx Query Designer and Queries (2) 1. Editing Queries Queries with new version could only be opened with SAP NetWeaver 7.0 BEx Query Designer See note how to restrict access to Query Designer, if not all users have access to SAP NetWeaver 7.0 BEx Query Designer No mass migration required but SAP NetWeaver 7.0 BEx Query Designer for power user recommended 2. Using Queries Both versions (SAP BW 3.x and SAP NetWeaver 7.0) of Queries could be used in both versions of BEx Tools and runtimes Queries (SAP BW 3.x) could be used without change in BEx Web Application Designer or BEx Analyzer (SAP NetWeaver 7.0) Queries (SAP NetWeaver 7.0) could be used in BEx Web Application Designer or BEx Analyzer (SAP BW 3.x) Global Objects (structures, key figures, variables, customer exits) could be used without change No mass migration required SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 19

20 BEx Query Designer and Queries (3) 3. Process of Migration Save Query with SAP NetWeaver 7.0 BEx Query Designer Query object itself will always get new version Reusable Query components (structures, key figures, variables) will get new version only if required (see slide notes for details) Other Queries using these reusable Query components with new version could be only opened with SAP NetWeaver 7.0 BEx Query Designer See note about Query backup & restore These facts generate one question Could you deploy SAP NetWeaver 7.0 BEx Query Designer to all users (i.e. authors and analysts)? SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 20

21 BEx Query Designer and Queries (4) Approach 1 If you could deploy the new BEx Frontend (*) to all users (i.e. authors and analysts) really using the BEx Query Designer You should allow them to use the new version Migration will be perform automatically during Save Approach 2 If you could not ensure a complete deployment of the new BEx Frontend (*) to all users You should restrict the usage of SAP NetWeaver 7.0 BEx Query Designer to parts of your organization (see note ) (**) Migration could start in parts of your organization General migration should start after complete deployment (*) Latest BEx Frontend patch is always recommended (**) You could avoid changes with Authorization for Query Definition (see documentation) SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 21

22 Variants Variants Allows saving variable values for queries Variants are stored with new name and new version to new database table Stored as new object Exiting Variants must be migrated Prerequisites Apply Support Package Stack 11 (or BI ABAP Support Package 12) Execute report RSR_VARIANT_XPRA Process of Migration Execute report RSR_MIGRATE_VARIANTS See note for more details SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 22

23 BEx Analyzer and Workbooks BEx Analyzer BEx Analyzer is Business Explorer's analytical, reporting, and design tool embedded in Microsoft Excel Workbook Workbooks are stored with same name but new version to existing database table Overwrite with new version Exiting Workbooks are overwritten with new version Use Save as to keep previous version Process of Migration Standard Workbooks are automatically upgraded by opening Workbooks with customer coding might require manual adjustments Manual migration required SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 23

24 BEx Web Application Designer and Web Templates (1) Web Application Designer Allows you to use generic OLAP navigation for your BI data in Web applications as well as in business intelligence cockpits for simple or highly individual scenarios Web Templates Different formats of Web Templates (HTML vs. XHTML) Well-structured web design Different runtimes for Web Templates (ABAP vs. Java) More standard functionalities, better performance Web Templates are stored with new name and new version to new database table Stored as new object Web Templates are always newly created Exiting Web Templates could not be overwritten SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 24

25 BEx Web Application Designer and Web Templates (2) Recommended Approach Use existing BEx Web Application (ABAP) Use ABAP runtime only Create new BEx Web Application with new Web runtime (Java) Use both runtimes in parallel (*) Get familiar with new Web Items and commands Migrate or rebuild Web Template from ABAP to Java runtime Use Java runtime only Parallel usage of both runtimes could cause confusion due different user interfaces Migration to Java runtime only will harmonize user interface (e.g. Drag&Drop) (*) See note and about displaying BEx Web Application 7.0 in Web Item Role Menu 3.x SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 25

26 BEx Web Application Designer and Web Templates (3) Process of Migration Rebuild or migrate with Tool in SAP NetWeaver 7.0 BEx Web Application Designer See note , and Web Templates with 1. Standard Web Items and HTML 2. JavaScript used for Commands Migration Tool Migration Tool 3. JavaScript used for Layout (Tab Pages, etc.) 4. Charts Rebuilding Web Template with help of Migration Tool Migration Tool, manual adjustments Perform functional test after automatic migration SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 26

27 BEx Web Application Designer and Web Templates (4) Rebuilding Web Templates Content (Queries) already existing and required functionality already known New Layout Web Items (Tab Pages, Container, Buttons, ) minimize need of JavaScript Command Wizard accelerate creation of commands and command sequences New Web Items (Navigation Panel, Properties Pane) Required time for rebuilding a Web Template is less than creating it initially in SAP BW 3.x Use Migration Tool to create draft version SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 27

28 BEx Web Application Designer and Web Templates (5) Building Web Templates using Patterns Patterns are pre-designed Web Templates Patterns allow defining a common structure for a set of Web Templates Patterns reduce maintenance effort SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 28

29 BEx Web Application Designer and Web Templates (6) Pattern with Header-, Content- and Footer-Include Simple Pattern Predefines structure of Web Template Only parts of Web Template are editable SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 29

30 BEx Web Application Designer and Web Templates (7) Information Consumer Pattern Complex Pattern Comfortable and powerful customizing SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 30

31 BEx Web Design API for Tables (Table Interface) (1) Official statement in note The BEx Web Design API for Tables (table interface) and related customized ABAP coding that was available within the ABAP Web runtime is not available in the Java Web runtime.... Therefore, in the next major SAP NetWeaver Release after SAP NetWeaver 7.0, SAP will provide a Java-based interface that can offer additional flexibility for customized coding.... Situation in SAP BW 3.x HTML: Unrestricted usage of HTML JavaScript: Own coding without any guiding principles and limits Commands: Usable in links or in JavaScript but no tool support Table Interface: Change content and style of table in own ABAP class Help Service: Unrestricted generation of HTML in own ABAP coding BEx Web offers a platform for freestyle web design SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 31

32 BEx Web Design API for Tables (Table Interface) (2) Situation in SAP NetWeaver 7.0 Standard functionality replaces customer-specific coding (printing, exceptions, sorting, ) BEx Web Application Designer with Command wizard and new Web Items (Tab Pages, Button Group), BEx Report Designer, XHTML and Unified Rendering is used for Web Items BEx Web offers a platform and a wide range of tools for wellstructured web design Use cases of table interface need to be categorized by: Use cases replaceable by standard functionality Use cases with reasonable extension of standard functionality (add to planned feature list) Use case with too custom-specific requirements; for these gaps extension interface are planned SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 32

33 Visual Composer or BEx? Tool BEx Web Application Designer BEx Report Designer Visual Composer Description OLAP functionality (powerful drilldown, slice-and-dice data mining, filtering, sorting, and other classic data-mining functionality) Designed specifically for SAP NetWeaver BI Designed specifically for SAP NetWeaver BI Top-level connections to various information sources, including legacy and non-sap systems Model-oriented Sophisticated analytic applications Deployed using Adobe Flash for stunning visual appeal Use case Analytic applications building Web applications powerful OLAP functionality based only on SAP NetWeaver BI source data Static or dynamic formatted reports - viewed within a Web browser or as a PDF document Analytic applications - producing sophisticated analytic applications supporting Flash animation, which can be built by super users without lots of programming expertise SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 33

34 BEx Report Designer and Reports (1) Enterprise Reporting is the reporting component of the Business Explorer BEx Report Designer is a user-friendly design tool to create formatted Reports Formatted Reports are optimized for presentation and print Reports are new objects in SAP NetWeaver 7.0 No migration required SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 34

35 BEx Report Designer and Reports (2) BEx Report Designer vs. Crystal Reports SAP NetWeaver 7.0 contains first version of BEx Report Designer BEx Report Designer will be enhanced in future releases Crystal Reports is legacy with currently more features regarding pixelorientated formatting Support of Crystal Reports will continue as it is (no further development) Migration of Crystal Reports recommended if possible SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 35

36 Business Explorer Tools and Objects - Summary Queries Storage in one database table (version flag) Design with two different tools (BEx Query Designer) Workbooks Storage in one database table (version flag) Design with two different tools (BEx Analyzer) Execution with two different tools (BEx Analyzer) Web Templates Storage in two database table Design with two different tools (BEx Web Application Designer) Execution with one tools (Web Browser) Reports New object and tool (BEx Report Designer) SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 36

37 Frontend-related IT Scenarios System Landscape Business Explorer Tools and Objects BI Integrated Planning

38 BI Integrated Planning In this section you will learn more about migration of planning: Two applications for planning Migration of planning application BI in SAP NetWeaver 7.0 contains two applications for planning Business Planning and Simulation (BPS) Integrated Planning (IP) The two applications can be used in parallel Sharing of BI data and metadata BPS shares the new locking service created for Integrated Planning Keep BPS running while starting Integrated Planning is possible SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 38

39 Migration Overview Migration of BPS objects has to be done manually Currently there are no tools available to support this process 1. Reusable Objects without any changes InfoCubes with the data model Master data (attributes / hierarchies) Transaction data and more No migration required 2. Objects for defining parts of the planning Customizing From Planning Level and Packages to Aggregation Level and Filters Planning functions Characteristic relationships and data slices From Planning Layouts to Queries In general, a number of changes are required during migration SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 39

40 Migration Overview 3. Objects and tools for building planning applications From Web Interface Builder to Web Application Designer Planning folders to BEx Analyzer Variables Interaction model between planning objects has to be newly defined SAP AG 2006, SAP NetWeaver 7.0 BEx Web Migration of Web Templates/ 40

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