Dell Crystal- Manuals

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...

Real Experience. Real Advantage. [ 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 BusinessOb...

Real Experience. Real Advantage. [ 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...

Real Experience. Real Advantage. [ 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 ...

Real Experience. Real Advantage. [ 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 use...

Real Experience. Real Advantage. [ Tools — UMT: Incremental Upgrade 17 When you are ready select Next. For the purpose of this demonstration we will be using the Incremental Upgrade method.

Real Experience. Real Advantage. [ Tools — UMT: Incremental Upgrade, Log On 18 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. Pick one of three Upgrade Scenarios. This demonstration will use Liv...

Real Experience. Real Advantage. [ Tools — UMT: Object Selection, Object or Content 19 Object Selection is broken into Objects on the left and Content on the right.

Real Experience. Real Advantage. [ Tools — UMT: Incremental Upgrade, Object Selection 20 Options determine if you are moving report instances or not. Select OK after confirming Options.

Real Experience. Real Advantage. [ Tools — UMT: Incremental Upgrade, Content 21 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. [ Tools — UMT: Incremental Upgrade, Summary 22 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 pro...

Real Experience. Real Advantage. [ Tools — UMT: Incremental Upgrade, Upgrade Options 23 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 ...

Real Experience. Real Advantage. [ Tools — UMT: Incremental Upgrade, Export 25 Congratulations! It is that easy.

Real Experience. Real Advantage. [ Tools — UMT: Incremental Upgrade, Finish Object Log 27 The Object Log provides object specific information.

Real Experience. Real Advantage. [ Tools — IDT: Open Session 30 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. [ Tools — IDT: Session Information 31 Session information is entered here. This information will be saved locally and available through the Sessions drop down menu.

Real Experience. Real Advantage. [ Tools — IDT: Converting a Universe 32 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. [ Tools — IDT: Universe Source 33 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. [ Tools — IDT: Universe Selection 34 Once you are logged in locate the Universe you would like to convert. Select OK when ready.

Real Experience. Real Advantage. [ Tools — IDT: Universe Destination Options 35 Double check this is the universe you want to convert. If your destination for the .UNX file is the Repository then select the Browse button to select a folder. If your destination for the .UNX file is a local folder the...

Real Experience. Real Advantage. [ Tools — IDT: Successful Publication 36 Conversion details are available.

Real Experience. Real Advantage. [ Tools — IDT: Conversion Validation/New Project 38 From the File menu select New > Project. It is a best practice to validate the converted universe. To do so you must start a Project.

Real Experience. Real Advantage. [ Tools — IDT: Project Name 39 It is a good practice to come up and document your Project naming convention. Select Finish when you are ready. Your Project location should be available to you at all times. You can change the Project location at this time.

Real Experience. Real Advantage. [ Tools — IDT: Retrieve Universe 40 In the Repository Objects pane select the Universe and then right click for menu items. Select Retrieve Universe.

Real Experience. Real Advantage. [ Tools — IDT: Open Session Log On 41 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. [ Tools — IDT: Retrieved Universe 42

Real Experience. Real Advantage. [ Tools — IDT: Integrity Checker Dialog 43 The Integrity Checker in the IDT has many of the familiar .UNV check points along with check points new to the common semantic layer. The Integrity Checker is found under Window > Check Integrity Problems.

Real Experience. Real Advantage. [ Tools — CRE, Server Information 46 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. [ Tools — CRE, Server Connections 47 All of the information here is environment specific except for Server Context.

Real Experience. Real Advantage. [ Tools — CRE: Connection Status 48 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. [ Tools – CRE, — Open File 49 The next step is to open a file (Crystal Report) from the BI Enterprise 4.0 system.

Real Experience. Real Advantage. [ Tools — CRE, Report Selection 50 NOTE: Crystal Reports for Enterprise can convert reports found in Object Packages as well as standard Crystal Reports. NOTE: Since you will be mapping fields you can only select one report at a time. Select Open when ready. Select t...

Real Experience. Real Advantage. [ Tools — CRE, Connect to the Common Semantic Layer 51 Select Next when ready.

Real Experience. Real Advantage. [ Tools — CRE: UNX Selection 52 Select the .UNX file you will be using as your new Data Source. Select Finish when ready.

Real Experience. Real Advantage. [ Tools — CRE: Field Mapping Page 53 This side of Field Mapping are the available objects in the .UNX file. This side of Field Mapping are the objects used in your report. Mapped objects will appear here. When you are done select Map. Select Next when you are done.

Real Experience. Real Advantage. [ Tools — CRE: Viewing the Converted Report 55

Real Experience. Real Advantage. [ 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?  ...

Real Experience. Real Advantage. [ 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 ...

Real Experience. Real Advantage. [ How it Works - Reports Managed by the BI Platform DBMS Report Report Report DBMS Info DBMS Info DBMS Info Relational Connection Report Report Report DBMS Crystal Reports For Enterprise Crystal Reports 2011 CR for Enterprise reports saved to BI Platform use Relation...

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 ...

Real Experience. Real Advantage. [ Demo  Create a new report  Click the new report icon

Real Experience. Real Advantage. [ Demo  Select Relational Connection in the Data Source Type drop-down menu  Select a connections folder  Select a Relational Connection  Click Next  Choose a Relational Connection

Real Experience. Real Advantage. [ Demo  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  Select Tables

Real Experience. Real Advantage. [ Demo  Tables and fields appear in the Data Explorer panel  Drag and drop them to create a report  Design the report

Real Experience. Real Advantage. [ Demo  Click File->New  Select Connection by Vendor  Choose a vendor and driver type for the DBMS you’re using  Create a new report

Real Experience. Real Advantage. [ Demo  Depending on the connection type you’re using, you may have to enter the server name, authentication info, etc.  Click Next when done  Set up the connection

Real Experience. Real Advantage. [ Demo  Select tables to include  Add, remove or edit joins as required  Click Finish when done  Choose Tables

Real Experience. Real Advantage. [ Demo  Click File->Log On…  Enter your BIP credentials  Click File->Save  Try to Save the Report to BIP

Real Experience. Real Advantage. [ Demo  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  Use BI Platform connection before saving

Real Experience. Real Advantage. [ Demo  Click the New Connection button to add a target data source  Browse the BIP repository for an appropriate Relational Connection  Change the Data Source

Real Experience. Real Advantage. [ Demo  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  Map Tables

Real Experience. Real Advantage. [ Demo  Click File->Save  Save the report to BI Platform (successfully, this time)  Save the Report to BI Platform

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  Ca...

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=0CCQQFjAA&url=http://help.sap.com/businessobject/product_guides/boexir4/en/xi4_info_design_tool_en.pdf&ei=vh0eT8qVIOWq2QXF...

Real Experience. Real Advantage. [ It’s your turn  Q & A  Contact Info – Brian Durning  [email protected]  Twitter: daltexswede  Blog: Crystalblogger.com  Contact Info - Henry Kam  [email protected]  Don’t forget to fill out your online survey  In the mobile guide from either your Perso...

Real Experience. Real Advantage. [ 80 [ ]  Thank you for participating. SESSION CODE: 0314 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