: Optimierung der BO Enterprise Administration [A4] Alexander Pröm Uetliberg, 16.09.2014 www.boak.ch
Michaels fantastic journey in the BO Wonderland Alexander Pröm Uetliberg, 16.09.2014 www.boak.ch
The Administration of one or more BO environments can be exhausting and needs time - It's got to be it, right? AGENDA Introduction The Customer: FEDRO / ASTRA The BO Administrator: Michael The Solution: 360 by G. B. & Smith Initial situation BO-Migration Brace yourself! An admin s daily life Let the reports burst Conclusion 16.09.2014 Slide 3
A fantastic kingdom. INTRODUCTION 16.09.2014 Slide 4
Beatiful (system) landscapes INTRODUCTION 16.09.2014 Slide 5
The BI Platform the inconvenient truth INTRODUCTION 16.09.2014 Slide 6
INTRODUCTION FEDRO / ASTRA 16.09.2014 Slide 7
INTRODUCTION FEDRO / ASTRA Swiss federal road office (Departement for environment, traffic, energy and communication) Founded in 1998 ~ 550 Employees Ensuring proper functioning of the national roads and main road network. 16.09.2014 Slide 8
INTRODUCTION - FEDRO / ASTRA BI LANDSCAPE ASTRA Data Warehouse (Department for strategic IT) ~ 11 internal & external employees 2005: Starting setup for a DataWarehouse Data/Reports from 7 different business divisions Oracle & Teradata DBs BO XI 3.1 SP 6.3 (4-System-Landscape) Webi-Reports on Universes 16.09.2014 Slide 9
The hard facts INTRODUCTION - FEDRO / ASTRA BI LANDSCAPE 7 different business divisions x 26 different cantons x 3 different security levels (reader, editor, designer) + additional special groups = ~ 800 BO groups ~ 900 user from ASTRA & cantons (Police, civil engineering department, ) ~ 50 universes (~ 231 classes, ~ 12 000 objects) ~ 8000 reports ~ 300 Instances 16.09.2014 Slide 10
INTRODUCTION - FEDRO / ASTRA BI LANDSCAPE BO XI 3.1 SP 6.3 BO BI 4.1 SP 4.2 16.09.2014 Slide 11
Starring INTRODUCTION - THE BO ADMINISTRATOR Name: Michael Age: ~ 30 Profession: BO BI Platform Administrator Hi Alex Responsabilities: Migration from BO 3.1 to 4.1 Securing BO-Operation BO Support and special services 16.09.2014 Slide 12
Starring INTRODUCTION - 360 BY G.B. SMITH Name: Greg Bernard Smith Age: unknown, appeard in 2007 Profession: BO Druid Responsabilities: Help the helpless, support the unsupported Name: 360 Suite Consistency: Pure magic Effect: Puts a smile on the BO Administrators face Durability: until infinity (or the next great update) 16.09.2014 Slide 13
INTRODUCTION - 360 BY G.B. SMITH Backup & Promote 16.09.2014 Slide 14
INITIAL SITUATION Migration-Project: XI 3.1 to BI 4.1 Migration-Project: Oracle to Teradata BO daily business: Configure BO-Platform Configure BO-Security BO Housekeeping BO Troubleshooting Distribution of Reports 16.09.2014 Slide 15
BO-MIGRATION BRACE YOURSELF!
A fast migration is never a good option (BOAK Session A2) WE MUST MIGRATE. Migrate! Now! 16.09.2014 Slide 17
It is not only setting up a new environment, a migration raises a lot of questions. BEFORE MIGRATION 16.09.2014 Slide 18
Can the BO standard tools answer the questions below? BEFORE MIGRATION 16.09.2014 Slide 19
Can the BO standard tools answer the questions below? BEFORE MIGRATION 16.09.2014 Slide 20
BO-MIGRATION BE PREPARED AND USE 360 VIEW 16.09.2014 Slide 21
KNOW YOUR BO-ENVIRONMENT(S)
Michael has no direct access to the BO-Server and has to count on his support partner and his timeslots for 10 minutes of his time we receive loads of possibilities with a simple installation INSTALLATION 360 VIEW 16.09.2014 Slide 23
Simply open 360 View in your browser through http://<bo_environment><port>/360 and login with Enterprise- or AD-Account 360 VIEW OVERVIEW 16.09.2014 Slide 24
HOW ARE MY USERS AND GROUPS STRUCTURED?
Manage your users and groups for one or more environments with one interface 360 VIEW USERS 16.09.2014 Slide 26
Get your Users & Groups documentation out of the box 360 VIEW USERS 16.09.2014 Slide 27
360 VIEW USERS 16.09.2014 Slide 29
HOW ARE MY FOLDERS AND REPORTS STRUCTURED?
View your folder- and report-structure. Create, delete, modify as you like 360 VIEW OBJECTS 16.09.2014 Slide 31
HOW ARE MY UNIVERSES AND RESTRICTIONS STRUCTURED?
Explorer your universes, connections and access-restrictions all in one 360 VIEW UNIVERSES & RESTRICTIONS 16.09.2014 Slide 33
Know your structures before you change something 360 VIEW UNIVERSES & RESTRICTIONS New reports and universes from external provider (BIAR-File) Import new universes and new reports Correct restrictions Change universe in Webi-Reports 16.09.2014 Slide 34
HOW DOES THE ACTUAL SECURITY CONCEPT LOOK LIKE?
Get information about all security settings in a nice matrix view or with a list of all explicit rights 360 VIEW SECURITY 16.09.2014 Slide 36
I WANT TO KNOW IF MY BO ENVIRONMENTS ARE CONSISTENT
360 VIEW COMPARE 16.09.2014 Slide 40
360 VIEW COMPARE 16.09.2014 Slide 41
360 VIEW COMPARE 16.09.2014 Slide 42
PROFIT FROM 360VIEW OUT-OF-THE-BOX-FUNCTIONS How was it? Thanks, that really saved time 16.09.2014 Slide 43
GET MORE INFORMATION WITH 360EYES Use your «eyes» I still have open questions 16.09.2014 Slide 44
FOR DEEPER INSIGHT USE 360 EYES 16.09.2014 Slide 45
DEEP(ER) INSIGHT INTO YOUR BO-ENVIRONMENT(S)
360eyes gives you a world full of possibilities to view and analyse every bit of your BO environment 360 EYES - KEY FEATURES Gathers ALL BO-Metadata Easy installation on BO Server Use existing databases to store and merge your BO-Data Load all your BO data within a data warehouse (documents, universes, security, Auditor data ) Query and analyze data using prebuilt universes and webi reports Compare all of your environments in one report See your BO environments evolve (create scheduled snapshots) 16.09.2014 Slide 47
Search through a load of information and get the insight you want SIMPLE WEBI REPORTS 16.09.2014 Slide 48
Use 360eyes to make complex analysis and give answers the unanswered questions WHAT WOULD YOUR ANSWER BE? User: «I heard there have been changes regarding the Webi-Calculation- Engine, are my reports affected?» Michael: «How do I find out which reports use specific functions / operators / merged dimensions?» 16.09.2014 Slide 49
Dive deep into your webi reports and gather «ALL» information out of them SIMPLE WEBI REPORTS 16.09.2014 Slide 50
Use 360eyes to make complex analysis and give answers the unanswered questions WHAT WOULD YOUR ANSWER BE? DB-Developer: «As we are migrating from Oracle to Teradata, how are the Webi-Reports influenced? (DB language)» Michael: «I know there are some reports with custom-sql, how can I find out where they are and how the SQL-Statement look like?» 16.09.2014 Slide 51
Use 360eyes to make complex analysis and give answers the unanswered questions WHAT WOULD YOUR ANSWER BE? Michael: «Before migration I need to do some housekeeping do I have unused Universe-Objects / Universes / Reports / Folders / Categories?» 16.09.2014 Slide 52
GOOD PREPARATION BEFORE MIGRATION HAPPY USERS AFTERWARDS 16.09.2014 Slide 54
AN ADMIN S DAILY LIFE
The admin s daily life can be exhausting. USERS WANT 16.09.2014 Slide 56
The admin s daily life can be exhausting. USE THE «SECRET WEAPON» 16.09.2014 Slide 57
MANAGE SECURITY
CONS OF BO SECURITY MANAGEMENT Single selection of objects to give rights to Giving different access levels to different users / groups No Overview: Which User / Group has which access levels on which folders which applications which universes which connections 16.09.2014 Slide 59
Easy security management 360 VIEW SECURITY MANAGEMENT What a nice overview 16.09.2014 Slide 60
Easy security management 360 VIEW SECURITY MANAGEMENT I want to manage the folder security 16.09.2014 Slide 61
360 VIEW SECURITY MANAGEMENT Show me the magic 16.09.2014 Slide 62
Select your groups and folders and get the information in a matrix view 360 VIEW SECURITY MANAGEMENT Matrix Style? Multiple Select? 16.09.2014 Slide 63
Select multiple groups and / or users and add or remove rights 360 VIEW SECURITY MANAGEMENT 16.09.2014 Slide 64
Select multiple groups and / or users and add or remove rights 360 VIEW SECURITY MANAGEMENT 16.09.2014 Slide 65
360 VIEW SECURITY MANAGEMENT WOW! 16.09.2014 Slide 66
360 VIEW SECURITY MANAGEMENT 16.09.2014 Slide 67
MANAGE BACKUP
CONS OF BO BACKUP No «real» Backup-Solution within BO Selective restore not possible with (LCM)-BIAR through LCM Restore earlier Versions? Restore deleted items? Restore instances? 16.09.2014 Slide 69
THE POOR USER What happened? 16.09.2014 Slide 70
THE POOR USER I deleted the annual Management- Report I will help 16.09.2014 Slide 71
THE POOR DEVELOPERS What happened? 16.09.2014 Slide 72
THE POOR DEVELOPERS I have accidentially overwritten the monthly traffic report I have accidentially deleted the new traffic universe I will help 16.09.2014 Slide 73
HELLO IS THERE A SOLUTION OUT THERE? Upgrade Management Tool BIAR-Files File-Repository Database 16.09.2014 Slide 74
FOR SIMPLE BACKUP AND RESTORE USE 360 16.09.2014 Slide 75
360 PLUS KEY FEATURES Additional function to use within the 360suite Dynamic backup solution allowing selective restore and rollback or undo of any object Restore any lost object from a recycle bin Promote content between environments either with a scheduled job or simply with drag n drop Compare different document versions 16.09.2014 Slide 76
EASY BACKUP
360 PLUS BACKUP 16.09.2014 Slide 78
360 PLUS BACKUP 16.09.2014 Slide 79
360 PLUS BACKUP 16.09.2014 Slide 80
EASY RESTORE
Klick auf Tab Objects und Auswahl des gewünschten Objekts 360 PLUS - RESTORE 16.09.2014 Slide 82
Klick auf Tab Objects und Auswahl des gewünschten Objekts 360 PLUS - RESTORE 16.09.2014 Slide 83
Klick auf Tab Objects und Auswahl des gewünschten Objekts 360 PLUS - RESTORE 16.09.2014 Slide 84
360 PLUS - RESTORE 16.09.2014 Slide 85
360 PLUS - RESTORE FROM RECYCLE BIN 16.09.2014 Slide 86
TROUBLE-FREE BACKUP & RESTORE SOLUTION FOR TROUBLE-FREE USERS 16.09.2014 Slide 87
EASY PROMOTION / TRANSPORT
PROMOTE WITH SCHEDULED JOB 16.09.2014 Slide 89
PROMOTE WITH SCHEDULED JOB 16.09.2014 Slide 90
PROMOTE WITH SCHEDULED JOB 16.09.2014 Slide 91
PROMOTE WITH DRAG N DROP Users Groups Folders Reports Universefolders Universes Connections Multiple Objects at once 16.09.2014 Slide 92
PROMOTE WITH DRAG N DROP 16.09.2014 Slide 93
PROMOTE WITH DRAG N DROP 16.09.2014 Slide 94
PROMOTE WITH DRAG N DROP 16.09.2014 Slide 95
LET THE REPORTS BURST
REPORT BURSTING 16.09.2014 Slide 97
REPORT BURSTING Different Documents Different Report-Tabs Different Data-Security How to handle that? Different Stakeholder Different Destinations Different Formats Different Prompts Different Filters 16.09.2014 Slide 98
REPORT BURSTING @ ASTRA ADMAS-Report: Monthly PDF-Document containing ~ 30 different reports VMON-Annual-Report: Annual Traffic-Monitoring report (4 different documents x 2 languages x 400 measuring points DQM-Report: Audit-Report for traffic department (changing user list) Testing: Different reports from different folders Weekly Housekeeping-Reports (PDF & XLS for Michael): Who has Admin-Rights? How many users do we have? Were there failed logons the last 7 days? Does any user have an enterprise alias in addition to his AD-Account?. 16.09.2014 Slide 99
IT S NOT A BURST IT S A CAST! 16.09.2014 Slide 100
360 CAST WITHIN 360SUITE 16.09.2014 Slide 101
360 CAST OPTIONS Search for documents in different folders or categories (e.g. Selection of documents from different categories for testing) Package one or more documents to a zip-file Concatenate CSV or PDFs BO-Schedule-Options 16.09.2014 Slide 102
360 CAST USE A DESTINATION LIST 16.09.2014 Slide 103
360 CAST OPTIONS Choose dynamic (from destination list) or static mapping options Choose dynamic document selection Set global or report-specific prompts, filters or report tabs, either static or dynamic Choose a static or dynamic instancename 16.09.2014 Slide 104
360 CAST OPTIONS Choose dynamic or static Email options Click on «Schedule» and let it «burst» 16.09.2014 Slide 105
360 CAST TASK OVERVIEW 16.09.2014 Slide 106
1 TASK MANY OPTIONS MORE ADVANTAGES MOST SATISFIED USERS 16.09.2014 Slide 107
CONCLUSION
360 SUITE MICHAEL'S NEW BEST FRIEND By having out-of-the-box information about the BO environments, Michael is prepared for the upcoming BI4-Migration without the common stumbling stones Michael can see deep into the inner workings of all 4 (and soon 8) BO- Environments to get every bit out of it Different Housekeeping -Possibilities give Michael the ability to be the AUDITOR himself Reports can get deleted, universes overwritten Michael will help with just a couple of clicks 4 (and soon 8) environments can have inconsistencies Michael will find and erase them Any report(s) to nearly anyone, to any destination, in any format? YES HE CAN! How many people does ASTRA need to administer the whole BI-Landscape? ~ 150% with 360 SUITE 16.09.2014 Slide 109
360 SUITE ONE SOLUTION TO ADMINISTER THEM ALL Get the best out of your BO Landscape to make it wonderfull 16.09.2014 Slide 111
SPECIAL THANKS TO.. 16.09.2014 Slide 112
SPECIAL THANKS TO.. 16.09.2014 Slide 113
I m looking forward to lively discussions with you Alexander Pröm BI Consultant aproem@it-logix.ch Follow us: @itlogixag