SAP BusinessObjects Profitability and Cost Management Upgrade Guide

Transcription

1 PUBLIC SAP BusinessObjects Profitability and Cost Management Document Version: SAP BusinessObjects Profitability and Cost Management Upgrade Guide 2019 SAP SE or an SAP affiliate company. All rights reserved. THE BEST RUN

2 Content 1 Document History About this Document Purpose Integration Constraints Before you Start Naming Conventions New Features....7 File Changes Related Information....9 SAP Notes for the Upgrade Quick Guide Planning Preparation Upgrade Process Follow-up Activities Planning Preparation Restored Previous Settings Backing up the Database Upgrade Process Restarting the System Restarting Servers and Clients Stopping System Processes Upgrading the Database Schema Upgrading the SQL Database Schema Upgrading the Oracle Database Schema Upgrading the Primary Application Server Uninstalling the Software Installing the SAP BusinessObjects Profitability and Cost Management Software Configuring the Software Testing the Installation Upgrading the Secondary Application Server(s) P U B L I C Content

3 Testing Model Creation Upgrading a Single Client Machine Uninstalling the Client Software Installing the SAP BusinessObjects Profitability and Cost Management Software Configuring the Client Software Testing the Client Installation Upgrading the Web Server Testing the Web Server Installation Upgrading the Terminal or Citrix Server(s) Testing the Terminal or Citrix Server Installation Upgrading Remaining Client Machines Upgrading your SAP BusinessObjects Enterprise System Follow-up Activities Checking Upgraded File Versions Checking IP Filtering Rules Restart the System Reference: Upgraded Files Content P U B L I C 3

4 1 Document History The following table provides an overview of important changes to this document: Version Date Description 1.0 May First version Note Before you start the upgrade, make sure that you have the latest version of this document. You can find the latest version on the SAP Service Marketplace or the SAP Help Portal. Related Information SAP Help Portal 4 P U B L I C Document History

5 2 About this Document 2.1 Purpose The purpose of this upgrade document is to help you to plan, prepare, and perform a full database and software upgrade to SAP BusinessObjects Profitability and Cost Management 10.0, and also provide you with follow-up activities and troubleshooting information. We support the following upgrade path to version 10.0: BusinessObjects EPM Profitability and Cost Management 7.0 SAP BusinessObjects Profitability and Cost Management 7.5 Database and software upgrades are tested using this upgrade path. Software releases earlier than version 7.0 and 7.5 may require an upgrade to an intermediate release before an upgrade to version 10.0 can take place. For further information, speak to your SAP Customer Assurance team. 2.2 Integration For related information about upgrading to the latest version of the software, please refer the latest version of the following documents: Document Title SAP BusinessObjects Profitability and Cost Management Installation Guide 10.0 SAP BusinessObjects Profitability and Cost Management Master Guide 10.0 SAP BusinessObjects Profitability and Cost Management Database Administrator's Guide 10.0 Related Information Contains comprehensive installation and configuration steps for version Contains an overview of the required system landscape for the software, and hardware and operating software minimum requirements information is contained in this guide, which is important to know when planning an upgrade to the latest version. Describes database housekeeping procedures. The Database Maintenance section may contain relevant information for the preparation stage of the upgrade. 2.3 Constraints This document does not describe how to install the software for the first time, or how to install Support Packages, but is designed for customers who are upgrading to the latest version of a main release. The following tools are also required to perform the upgrade: About this Document P U B L I C 5

6 Tool Description Upgrade stage Your standard database backup tool SAP BusinessObjects Profitability and Cost Management User Monitor SAP BusinessObjects Profitability and Cost Management Service Manager The database backup tool provided with your database software. A tool provided with the software to monitor user-specific processes in the software. A tool provided with the software to start or stop services. Preparation Upgrade Process Upgrade Process 6 P U B L I C About this Document

7 3 Before you Start Before you start to plan the upgrade, ensure that you are aware of the naming conventions that are used in this document, any possible new features or changes to the upgrade process, and of all the file changes that occur during the upgrade. 3.1 Naming Conventions The following table lists all abbreviations or terminology changes used in this document: Abbreviation OLEDB OCI DCOM Description Object Linking and Embedding Database Oracle Call Interface Distributed Component Object Model 3.2 New Features The upgrade process for version 10.0 of the software does not contain any new features, and is performed in the same way as for previous versions of the software File Changes During an upgrade to version 10.0, ALL software-related files and their version numbers are updated. Database Schema Changes Before you upgrade the database to version 10.0, it is important to be aware of the following changes that are made to the database schema: Caution An EXPORTID field is added to all existing PPR and OMR results tables, apart from several Transactional Costing tables. This means that results are DELETED from ALL results tables apart from the following tables which do not have an EXPORTID field: Before you Start P U B L I C 7

8 PPR_HVACTIVITYDRIVERMAPPING PPR_HVDETAILCOST PPR_HVBREAKDOWNDETAILCOST PPR_HVBREAKDOWN There are two tables which this does not apply to. All existing data is preserved and an export ID of 1 is written to results in the following tables: PPR_HVLIUNITRATE PPR_HVUNITRATE During the upgrade, the PPLOAD_HVACTIVITYDRIVERVOLUME table has an additional RESPCENTERNAME field added, which is automatically populated with a value of RC Unassigned. Any existing data in this table is retained. Furthermore, any associated results tables that contain Transactional Responsibility Center values, are populated with an RC Unassigned value of The indexes and keys of the results tables are completely removed to increase the speed of the export process (if they have not already been removed by applying version 7.0 FixPack 4). If required, the indexes and keys can be re-applied to the results tables at any time by running the OracleCreateResultIndexandPrimaryKeys.SQL or the MSSQLCreateResultIndexandPrimaryKeys.SQL script. These are located in the \PCM_100_SQL \SUPPORT\Sample folder in the installation folder. However, the indexes cannot be removed again if you choose to run this script. Microsoft SQL Server Feature Changes SAP BusinessObjects Profitability and Cost Management 10.0 contains the following Microsoft SQL Server utilities: Microsoft SQL Server 2008 Native Client Microsoft SQL Server 2008 Command Line Utilities If you choose to install these optional prerequisites, both 2005 and 2008 instances will exist on the machine you are upgrading. This is normal and does not affect the performance of your upgraded installation. You may choose to remove the 2005 instance or choose not to install the 2008 instance, as SAP BusinessObjects Profitability and Cost Management 10.0 works with either version. Files Not Changed The following table describes which files ARE NOT changed during the upgrade: File Name ipfilters.ipt Default File Location C:\Program Files\SAP BusinessObjects\PCM \ipfilters.ipt 8 P U B L I C Before you Start

9 3.3 Related Information SAP Notes for the Upgrade There are currently no SAP Notes relating to this upgrade process. Before you Start P U B L I C 9

10 4 Quick Guide The Quick Guide section contains a series of checklists to ensure that you complete all required activities as and when they are completed at each stage of the upgrade. More detailed instructions about how to upgrade can be found in the subsequent sections that follow the Quick Guide. Related Information Planning [page 13] Preparation [page 14] Upgrade Process [page 16] Follow-up Activities [page 33] 4.1 Planning Planning is an essential part of any proposed software upgrade, especially across a multiple tier or multiple site landscape. Use the following checklist to keep track of your progress during the planning stage: Activity Complete Discuss your upgrade proposal with the SAP Customer Assurance team. Confirm the availability of an on-site Domain Administrator and Database Administrator for the upgrade. Ensure that adequate database housekeeping procedures are in place. Create a deployment schedule for the proposed upgrade and distribute it to project sponsors. Create a test plan to perform testing between each phase of the upgrade. Related Information Planning [page 13] 10 P U B L I C Quick Guide

11 4.2 Preparation Use this Quick Guide preparation checklist to ensure that all activities are completed prior to the upgrade process: Tip Place an X against activities that do not apply to your environment. Activity Complete Perform all required tasks in the Prerequisites checklist section in the SAP BusinessObjects Profitability and Cost Management Installation Guide. If you are upgrading the software in an SAP BusinessObjects Enterprise environment, apply the latest available FixPack software to your existing SAP BusinessObjects Enterprise installation. Also refer to the Upgrading Your SAP BusinessObjects Enterprise System topic in this guide. Obtain the correct software upgrade version. The software is available as a CD download from the SAP Software Distribution Center web site at: swdc. Contact the SAP licensing team or your internal SAP contact to obtain the correct software upgrade license keys. IMPORTANT: Make a record of the current configuration settings as a backup in case of any issues encountered with the upgrade, even though existing configuration settings are retained under normal circumstances. Capture existing configuration settings of the following: Application servers Web servers Terminal/Citrix servers A sample client Obtain the correct database and network access security credentials required to perform the upgrade. Perform a backup of your existing database. If you are planning to install the software on Windows Server 2003, there is an known issue with running large Microsoft Windows Installer packages. To fix this problem, ensure that the following Microsoft hotfix is applied to the O/S before you start: Quick Guide P U B L I C 11

12 Related Information Preparation [page 14] 4.3 Upgrade Process Work through the following checklist to ensure that all tasks are completed during the upgrade: Activity Complete Restart your current system. We recommend that the system is restarted before the upgrade starts to ensure all processes are stopped. Run the appropriate database upgrade scripts on the database server(s). Install the latest version of the software on your system components in the following order: 1. Primary application server 2. Secondary application server(s) 3. A single Windows client machine 4. Web server(s) 5. Terminal / Citrix server 6. Client machines: 1. Web clients 2. All remaining Windows client machines 4.4 Follow-up Activities The following activities need to be performed after all system components have been upgraded: Activity Complete Restart the entire SAP BusinessObjects Profitability and Cost Management system. Check file versions in the SAP BusinessObjects Profitability and Cost Management System Information tool. Check your static IP filtering rules. Start limited user testing and roll out. 12 P U B L I C Quick Guide

13 5 Planning Discuss your proposed upgrade with the SAP Customer Assurance team. The Customer Assurance team have a wide variety of experience dealing with customer upgrades and the types of issues that you may encounter. Customer Assurance can also help with guidelines for your installation environment, including a detailed specification of your servers. Ensure that adequate database housekeeping procedures are in place because log files, (especially transaction logs) can grow substantially, and may have adverse effects on the performance of the software. If certain system components will reside in different domains to any of the Application servers, then you may need specific advice on how to configure your environment to operate correctly. Planning P U BL IC 13

14 6 Preparation Before you start the upgrade, we recommend that you perform the following preparatory steps: Ensure that existing configuration settings are captured on your application servers, web servers, Terminal or Citrix servers, and a sample client machine. Under normal circumstances, configuration settings are retained during an upgrade, but it is important to retain a backup of these settings in the unlikely event that registry settings do not persist. Check your current settings in the Configuration Wizard for the components mentioned above. Make a note of any existing DCOM settings that are configured for the PCMServer, PCMMain and PCMWorkManagerService components. Note If you are upgrading from version 7.5, DCOM settings are automatically retained. However, it is still advisable to capture these settings before an upgrade. Ensure that you have a full working backup of your database. Although it is rare, it is possible that the upgrade may fail, and in this instance you will need to restore your database to its original condition before the upgrade was started. If you are upgrading or expanding the software, it is important to define a roll-back position. This ensures that if the upgrade or expansion does not work, you can return to the point that you started from with relative ease and safety, and the data is not lost as part of that process. There are certain prerequisites that need to be administered to the system before proceeding with any upgrade, including checks on server resources and database settings, and ensuring that all the neccessary software prerequisites are installed. This part of the process is documented in the Prerequisites checklist section of the SAP BusinessObjects Profitability and Cost Management Installation Guide, so refer to this document before proceeding with the upgrade. 6.1 Restored Previous Settings The majority of your existing software configuration settings are stored in the registry. Each time the SAP BusinessObjects Profitability and Cost Management Configuration Wizard is run, the configuration settings of the servers are copied from the default registry locations to a separate area in the registry. Because the upgrade process consists of uninstalling the old software and installing the new software, the settings can be restored from this registry location when the software is re-installed. When the software is uninstalled, the configuration settings are removed from the registry in the standard way, and the retained copy of the settings is used when the SAP BusinessObjects Profitability and Cost Management Configuration Wizard is initiated after a re-installation of the software. Retained settings include the following: DCOM settings - When the software is removed from a server, the PCMServer and PCMMain services and any associated DCOM settings are not retained. During the re-configuration process, the persisted registry 14 P U B L I C Preparation

15 settings are displayed in a Restore previous DCOM Security screen in the SAP BusinessObjects Profitability and Cost Management Configuration Wizard. At this point, the password for the existing domain account must be re-entered. Note This applies only when upgrading from version 7.5. Report Service settings - Any previously defined Report Service settings are also retained. During the reconfiguration of the software, a Report Service Configuration screen is displayed which also requires the password for the predefined domain account. Note This applies only when upgrading from version 7.5. IP Filter rules - If the software was configured to use Sockets, and if IP Filter rules were created, these settings and rules are retained in the default install folder after the product has been uninstalled. They are in the form of COR and LOC files. Once the software is re-installed, these stored settings are available to the application again. 6.2 Backing up the Database Procedure Back up any existing software databases and store them in an area separate to your current software system (for example, on a different disk, or network drive). This will also back up all of your models. Note If you want to transfer selected models from one database to another without transferring ALL models, then export the selected models (without results) to XML format, and re-import them into a clean, empty database after the upgrade. This option enables you to quickly clear out any models that may have become unused in the previous database. Preparation P U BL IC 15

16 7 Upgrade Process The upgrade process consists of uninstalling the old software and installing and configuring the new software on all of your system components. To upgrade your SAP BusinessObjects Profitability and Cost Management system, the following tasks need to be performed in order: 1. Upgrade the database server. 2. Upgrade the primary application server and test the local installation. 3. Upgrade the secondary application server(s). 4. Perform a connectivity test between the primary and secondary application servers. 5. Upgrade a single Microsoft Windows client machine, and test the installation. 6. Upgrade a single web server, and test the local installation. 7. Test connectivity between the web server and an unchanged web client. 8. Upgrade any remaining web servers. 9. Upgrade a single Citrix or Terminal server, and test the local installation and remote connectivity from a client machine. 10. Upgrade and remaining Terminal or Citrix servers. 11. Test connectivity between the web server(s) and all remaining web clients. 12. Upgrade all remaining Microsoft Windows client machines. 7.1 Restarting the System We recommend that the server and client machines to be upgraded are restarted before the upgrade process starts. This ensures that all user sessions are closed and running service processes are stopped. You can restart server and client machines through the Start Shut Down menu, especially if you are upgrading the software on a development system where there are limited or even no users. Alternatively you can stop services and log out users following a series of steps without restarting any computers. For general information, refer to the Starting and Stopping section of the SAP BusinessObjects Profitability and Cost Management Administrator's Guide. Related Information Restarting Servers and Clients [page 17] Stopping System Processes [page 17] 16 P U B L I C Upgrade Process

17 7.1.1 Restarting Servers and Clients Prerequisites This task assumes that you are upgrading the software in a development environment with limited or no user activity. Context To shut down the SAP BusinessObjects Profitability and Cost Management web servers, application servers, terminal servers, and client machines, proceed as follows: Procedure 1. Click Start Shut Down and select Restart. Note The menu path may change in different operating systems. 2. This step is applicable only to the application server: When the application server restarts, launch Microsoft Windows services and check that the following services are running: PCMWorkManagerService (if you have installed the Work Manager service). PCMTransportService (if you have selected the Sockets transport method) Stopping System Processes Prerequisites This task assumes you are upgrading the software in a test or production system that may have current logged on user sessions and important processes running. Context To stop system processes from running, proceed as follows: Upgrade Process P U BL IC 17

18 Procedure 1. Ask all users to close their models and log out of the SAP BusinessObjects Profitability and Cost Management system. 2. Launch the User Monitor tool to ensure that users are logged out of the system. Any remaining users can be logged out from this tool. If the Work Manager process, PCMWorkManagerService, is running in the User Monitor window, do not logout the current session. This service must be stopped in the Microsoft Windows Services applet. More information can be found in the Controllable Services section of the SAP BusinessObjects Profitability and Cost Management Administrator's Guide. 3. On the applications server, launch the SAP BusinessObjects Profitability and Cost Management System Information tool. In the left hand pane select Current Services and Processes. 4. On the right hand pane select the Processes tab. A list of model processes are displayed In the Process Name column. 5. Wait for all of the model processes to stop automatically. This should normally take several minutes after the last user logs out of each model. 6. In the right hand pane select the Services tab. After a few minutes, the PCMMain service usually stops automatically. Click the Stop All button to stop any remaining services. 7. When all of the remaining processes have stopped then the SAP BusinessObjects Profitability and Cost Management system has been closed down correctly. 7.2 Upgrading the Database Schema Microsoft SQL Server and Oracle database scripts are provided with the software to upgrade the existing database schema to version The upgrade scripts can be found in the following locations: RDBMS Microsoft SQL Server Oracle File Location PCM_100_SQL\MSSchema.CMD PCM_100_SQL\OracleSchema.CMD Caution For upgrades of a Microsoft SQL Server database from SAP BusinessObjects Profitability and Cost Management version 7.0 to version 10.0, do not use the script supplied with the first release of the software (version build 227); the script fails to complete. Instead, use the scripts from the PCM_100_SQL folder that is provided with the latest support package for version The latest support packages are available from the SAP Software Download Center in the SAP Support Portal at swdc. This applies to upgrades from version 7.0 only; version 7.5 upgrades as expected. 18 P U B L I C Upgrade Process

19 7.2.1 Upgrading the SQL Database Schema Prerequisites Follow these steps to upgrade your existing Microsoft SQL Server database: Procedure 1. Copy the PCM_100_SQL folder from the installation folder onto your hard drive where you have read and write access. 2. Open a command prompt window. 3. At the command prompt, change directory to the PCM_100_SQL folder. 4. Run the MSSchema.cmd script batch file with the following parameters: <Database Server Name> <Database Name> <Admin User Name> <Admin Password> For example, for the current release, type the command below supplying the specific parameters in place of the specified terms: MSSchema SERVER DATABASE ADMINUSER PASSWORD Note Alternatively, you can use Windows NT authentication, in which case SSPI may be entered in place of the database Administrator name and password, providing the Windows NT user has DBO access. The Rebuild command file validates the existing database version, and if this is in order, proceeds to upgrade the schema to the latest version. If the database version is not compatible with the Rebuild script upgrade, an error message informs you of this. In this case, contact SAP for further advice. Note If a problem is encountered with the credentials that are provided for the machine name, database name, user name, or password when running the batch files, a message is displayed indicating that you must check these details carefully and correct as necessary Upgrading the Oracle Database Schema Context Follow these steps to upgrade your existing Oracle database: Upgrade Process P U BL IC 19

20 Procedure 1. Grant query rewrite to adminepo; (where adminepo is the name of the Administrator user). 2. Grant create materialized view to adminepo; 3. Copy the PCM_100_SQL folder from the installation folder onto your hard drive where you have read and write access. 4. Open a command prompt window. 5. At the command prompt, change directory to the PCM_100_SQL folder. 6. Run the OracleSchema.cmd script batch file with the following parameters: <Database Alias> <Admin User Name> <Admin Password> <Restricted User Name> <Restricted User password> For example, for the current release, the command line is: OracleSchema epo adminepo password usrepo password Tip To configure the Database Alias, use the Net Manager utility on the server from where the scripts are to be executed to create a Network Service Name (NSN) entry in the local TNSNames.ORA file. The entry effectively creates a local database alias point at either a local or remote server which can be utilised via SQLPlus for script execution. Results The Rebuild command file validates the existing database version and if this is in order, proceeds to upgrade the schema to the latest version. Next Steps Once this is created, check the file OracleSchema.log in the PCM_100_SQL folder for errors. Note Problems can occur if database collation is case-insensitive when the server collation is set to casesensitive. To resolve this problem for Oracle databases, the script to create an Oracle database schema, OracleSchema.cmd, validates whether character sets are configured correctly for the database. If they are not correct, the script stops executing. If the Profitability and Cost Management database schema is not compatible with the Rebuild script upgrade, then an error message informs you of this. In this case, please contact SAP for further advice. If a problem is found when running the batch files with the credentials provided for the machine name, database name, user name or password, a message will be displayed indicating that you should close the session and check the details carefully before continuing. 20 P U B L I C Upgrade Process

21 7.3 Upgrading the Primary Application Server To upgrade the primary application server in each Profitability and Cost Management system, you need to do the following: Uninstall the current software. Install and configure the new software (DCOM configuration settings are restored during the configuration). Tip When you install the software, we recommend that you refer to your original installation choices and choose a custom type of installation. This ensures that you are upgrading your system with a similar installation to the previous version. Any further installation choices can be selected and added once you are sure that the upgraded system has been tested and works correctly Uninstalling the Software Context Your existing software must be removed before upgrading to version To remove the software, proceed as follows: Procedure 1. Click Start Settings Control Panel and double-click Programs and Features. 2. Select SAP BusinessObjects Profitability and Cost Management (depending on your current version) from the list of installed programs, and click Uninstall. Follow the Microsoft Windows Installer instructions to remove the software. Results Once the Microsoft Windows Installer has finished, the upgrade installation can proceed. If you are prompted to restart at this point, restart the machine, and continue with the upgrade instructions. Upgrade Process P U BL IC 21

22 7.3.2 Installing the SAP BusinessObjects Profitability and Cost Management Software Prerequisites Before you start this task, please refer to the SAP BusinessObjects Profitability and Cost Management Master Guide for information about which prerequisite software is required for model, web, and client machines. Caution If you are installing any components that require Internet Information Services (IIS), such as the FIMService web service or the PCM XMLA Provider, the setup program must communicate with IIS to create virtual directories and application pools. To do this, setup must know which port to use to communicate with IIS. The setup program always expects IIS to use port 80. So, if IIS in your environment is configured to use a port other than port 80, the IIS-dependent components cannot be installed and this can cause the installation to roll back. To resolve this issue, proceed as follows: 1. Launch the setup program from the command line and use a command line option to tell the setup program which port IIS is using. The command syntax is as follows: setup.exe /v"default_iis_port=<port number>"> For example, if IIS is configured to use port 1080, you use the following command: setup.exe /v"default_iis_port=1080" 2. Proceed with the installation by skipping Step 1 below and following the instructions from Step 2. Context The installation tasks in this section are applicable to both server and client machines. Procedure 1. From the installation folder, double-click the 32-bit setup.exe (client or server), or the 64-bit setup_x64.exe (server only) if installing on a 64-bit operating system. 2. The following required software applications are presented at the start of the installation (if they are not already present) on a server or client before the main installation process starts: Microsoft.NET Framework 3.5 SP1 (mandatory component required to support the SAP BusinessObjects Financial Information Management web service, and SAP User Management Client software. This must be installed prior to the software if you are running a Microsoft Windows 2008 R2 operating system.) MSXML 6.0 SP1 (mandatory) Microsoft SQL Server 2008 Native Client (optional, however this is an installation prerequisite for Microsoft SQL Server 2008 Command) 22 P U B L I C Upgrade Process

23 Microsoft SQL Server 2008 Command (optional) Note Microsoft SQL Server 2008 Native Client is an installation prerequisite for Microsoft SQL Server 2008 Command, and it must also be installed or already installed, for Microsoft SQL Server 2008 Command to install successfully. Click Install to install the software, or click Cancel to exit the setup program. 3. Click Next on the Welcome screen. 4. Click I accept the terms in the license agreement, and click Next. 5. In the Customer Information screen, enter a user name into the User Name text box, enter your company name into the Organization text box, and then click Next. These credentials are stored in the registry as a record of who installed the software. 6. In the Destination Folder screen, the Profitability and Cost Management installation files are installed in the C:\Program Files\SAP BusinessObjects\PCM folder by default. Click Change to alter the destination folder, or click Next to continue. 7. In the Setup Type screen, select one of the following options: Complete - Select this option to install all available software features, and click Next. Custom - To manage the installation of individual features, choose this option and click Next. 1. In the Custom Setup screen, all features and subfeatures in the list are marked for installation by default. To deselect an individual feature, click the icon adjacent to the feature in the list, and select This feature will not be available. (You cannot deselect the core components feature, as this is mandatory.) Available features are as follows: Feature Core Components Model Builder Book Viewer Web Components - Standard Web Components Web Components - FIM Web Service Data Bridge Work Manager - Work Manager Server Description Mandatory core product components. The main application for creating and administering models. End user application to view predefined books from Microsoft Windows or web clients. The components that allow books to be viewed from client machines in Internet Explorer. The web service that allows the transfer of information between the software and Financial Information Management. This option is not available if Internet Information Services (IIS) is not installed. An application that enables data imports from SAP Netweaver Business Warehouse, Profitability and Cost Management models, databases, Microsoft Excel, and text files into a model. Installs the Work Manager application service (on a Work Manager server). Upgrade Process P U BL IC 23

24 Feature Work Manager - Work Manager Client Connectivity Pack - MDX ODBO Connector Connectivity Pack - MDX XMLA Provider Report Manager - Report Manager Server Report Manager - Report Manager Client SAP BusinessObjects BIP Integration Remote Configuration Tools - Remote Configuration Windows Remote Configuration Tools - Remote Configuration Web Description The Work Manager application that enables the creation and monitoring of system workflows. This tool enables Microsoft Excel to connect directly to Profitability and Cost Management models. Provides access to Profitability and Cost Management data via a web service using the XMLA standard. This option is not available if IIS is not installed. Installs the Report Manager application service (on a Report Manager server). Installs the Report Manager application to create and print reports. Files that provide links between Profitability and Cost Management and SAP BusinessObjects Business Intelligence platform. Installs tools and services to enable the remote configuration of Profitability and Cost Management servers or clients. Installs a web site and web service to remotely configure Profitability and Cost Management servers or clients through Internet Explorer. This option is not available if IIS is not installed. To display a legend for icons of install states, with descriptions of their meanings, click Help. Other available options on this screen are: Space - Click Space to view disk space requirements for detected volumes. Change - Click Change to alter the volume or folder destination for the installation files. 2. Once the setup is appropriately customized, click Next to continue. 8. In the Ready to Install the Program screen, click Install to start the installation. This installs all relevant files into the specified installation folder. Alternatively, click Cancel to exit the setup program. 9. Click Finish to complete the installation, and launch the SAP BusinessObjects Profitability and Cost Management Configuration Wizard Configuring the Software Context The Configuration Wizard starts automatically after the InstallShield wizard has finished. The Wizard can also be manually launched at any time to reconfigure the initial settings. To configure the software, follow the configuration instructions in the SAP BusinessObjects Profitability and Cost Management Installation Guide P U B L I C Upgrade Process

25 The main difference when configuring the software during an upgrade from version 7.5 to 10.0 is the ability to restore previous DCOM settings. The instructions for this screen are as follows: Procedure If you have selected DCOM, the Restore Previous DCOM Security screen is displayed after the Choose Model Directory screen, and allows you to restore the previous DCOM security settings or leave the default settings as they are. To restore the settings, proceed as follows: a. Select Reconfigure to use previous configured settings. b. Enter the domain account for DCOM to use in the Windows Account box. c. Enter the password for the domain account in the Password box, and re-confirm in the Confirm Password box. d. Click Next Testing the Installation Context After installing and configuring the software, test the installation by opening the Model Builder application as follows: Procedure 1. Click Start Programs SAP BusinessObjects Profitability and Cost Management Model Builder. 2. Enter a user name and password on the Login screen, (and optionally the local server name), and click OK. 3. Click Cancel on the Model Selection screen, and click File Exit. Results Ensure the Model Builder application opens, logs in to the local server, and closes without error. 7.4 Upgrading the Secondary Application Server(s) Follow the same upgrade process on all secondary application servers as defined for the primary application server. Upgrade Process P U BL IC 25

26 Related Information Upgrading the Primary Application Server [page 21] Testing Model Creation Context These steps are designed to test model creation by creating an empty test model across assigned primary and secondary servers. To start testing, proceed as follows: Procedure 1. On the primary application server, click Start Programs SAP BusinessObjects Profitability and Cost Management Model Builder. 2. Enter a user name and password on the Login screen, (and optionally the local server name), and click OK. 3. In the Model Selection screen, click Model Admin. 4. In the Model Administration screen, click New, enter a name of Test in the Model Name box, and click OK. A model called Test appears in the Model Administration screen. 5. Select the model, and click Open. The model opens successfully. 6. Click File Close Model, and then click the Model Administration icon in the toolbar. If you have secondary application servers, then proceed to the next step, otherwise, proceed to step In the Model Administration screen, click Modify, and in the Model Properties screen, select your first secondary application server from the Model Server box, and click OK. The model is assigned to run on the secondary application server. 8. Repeat steps 5 and 6 above. 9. Repeat steps 5 to 8 above for each secondary application server. 10. Once complete, click Close on the Model Administration screen, and click File Exit to close the Model Builder application. Results This ensures that primary and secondary application servers are communicating correctly, and the model Test can be opened and closed successfully on all servers. 26 P U B L I C Upgrade Process

27 7.5 Upgrading a Single Client Machine Upgrade a single client machine to test the local installation and connectivity with the application server(s) Uninstalling the Client Software Follow the instructions in Upgrading the Primary Application Server section to uninstall the software. Related Information Uninstalling the Software [page 21] Installing the SAP BusinessObjects Profitability and Cost Management Software Prerequisites Before you start this task, please refer to the SAP BusinessObjects Profitability and Cost Management Master Guide for information about which prerequisite software is required for model, web, and client machines. Caution If you are installing any components that require Internet Information Services (IIS), such as the FIMService web service or the PCM XMLA Provider, the setup program must communicate with IIS to create virtual directories and application pools. To do this, setup must know which port to use to communicate with IIS. The setup program always expects IIS to use port 80. So, if IIS in your environment is configured to use a port other than port 80, the IIS-dependent components cannot be installed and this can cause the installation to roll back. To resolve this issue, proceed as follows: 1. Launch the setup program from the command line and use a command line option to tell the setup program which port IIS is using. The command syntax is as follows: setup.exe /v"default_iis_port=<port number>"> For example, if IIS is configured to use port 1080, you use the following command: setup.exe /v"default_iis_port=1080" 2. Proceed with the installation by skipping Step 1 below and following the instructions from Step 2. Upgrade Process P U BL IC 27

28 Context The installation tasks in this section are applicable to both server and client machines. Procedure 1. From the installation folder, double-click the 32-bit setup.exe (client or server), or the 64-bit setup_x64.exe (server only) if installing on a 64-bit operating system. 2. The following required software applications are presented at the start of the installation (if they are not already present) on a server or client before the main installation process starts: Microsoft.NET Framework 3.5 SP1 (mandatory component required to support the SAP BusinessObjects Financial Information Management web service, and SAP User Management Client software. This must be installed prior to the software if you are running a Microsoft Windows 2008 R2 operating system.) MSXML 6.0 SP1 (mandatory) Microsoft SQL Server 2008 Native Client (optional, however this is an installation prerequisite for Microsoft SQL Server 2008 Command) Microsoft SQL Server 2008 Command (optional) Note Microsoft SQL Server 2008 Native Client is an installation prerequisite for Microsoft SQL Server 2008 Command, and it must also be installed or already installed, for Microsoft SQL Server 2008 Command to install successfully. Click Install to install the software, or click Cancel to exit the setup program. 3. Click Next on the Welcome screen. 4. Click I accept the terms in the license agreement, and click Next. 5. In the Customer Information screen, enter a user name into the User Name text box, enter your company name into the Organization text box, and then click Next. These credentials are stored in the registry as a record of who installed the software. 6. In the Destination Folder screen, the Profitability and Cost Management installation files are installed in the C:\Program Files\SAP BusinessObjects\PCM folder by default. Click Change to alter the destination folder, or click Next to continue. 7. In the Setup Type screen, select one of the following options: Complete - Select this option to install all available software features, and click Next. Custom - To manage the installation of individual features, choose this option and click Next. 1. In the Custom Setup screen, all features and subfeatures in the list are marked for installation by default. To deselect an individual feature, click the icon adjacent to the feature in the list, and select This feature will not be available. (You cannot deselect the core components feature, as this is mandatory.) Available features are as follows: 28 P U B L I C Upgrade Process

29 Feature Core Components Model Builder Book Viewer Web Components - Standard Web Components Web Components - FIM Web Service Data Bridge Work Manager - Work Manager Server Work Manager - Work Manager Client Connectivity Pack - MDX ODBO Connector Connectivity Pack - MDX XMLA Provider Report Manager - Report Manager Server Report Manager - Report Manager Client SAP BusinessObjects BIP Integration Remote Configuration Tools - Remote Configuration Windows Remote Configuration Tools - Remote Configuration Web Description Mandatory core product components. The main application for creating and administering models. End user application to view predefined books from Microsoft Windows or web clients. The components that allow books to be viewed from client machines in Internet Explorer. The web service that allows the transfer of information between the software and Financial Information Management. This option is not available if Internet Information Services (IIS) is not installed. An application that enables data imports from SAP Netweaver Business Warehouse, Profitability and Cost Management models, databases, Microsoft Excel, and text files into a model. Installs the Work Manager application service (on a Work Manager server). The Work Manager application that enables the creation and monitoring of system workflows. This tool enables Microsoft Excel to connect directly to Profitability and Cost Management models. Provides access to Profitability and Cost Management data via a web service using the XMLA standard. This option is not available if IIS is not installed. Installs the Report Manager application service (on a Report Manager server). Installs the Report Manager application to create and print reports. Files that provide links between Profitability and Cost Management and SAP BusinessObjects Business Intelligence platform. Installs tools and services to enable the remote configuration of Profitability and Cost Management servers or clients. Installs a web site and web service to remotely configure Profitability and Cost Management servers or clients through Internet Explorer. This option is not available if IIS is not installed. To display a legend for icons of install states, with descriptions of their meanings, click Help. Other available options on this screen are: Space - Click Space to view disk space requirements for detected volumes. Upgrade Process P U BL IC 29

30 Change - Click Change to alter the volume or folder destination for the installation files. 2. Once the setup is appropriately customized, click Next to continue. 8. In the Ready to Install the Program screen, click Install to start the installation. This installs all relevant files into the specified installation folder. Alternatively, click Cancel to exit the setup program. 9. Click Finish to complete the installation, and launch the SAP BusinessObjects Profitability and Cost Management Configuration Wizard Configuring the Client Software To configure the software, follow the configuration instructions for a client machine in the SAP BusinessObjects Profitability and Cost Management Installation Guide Testing the Client Installation Context After installing and configuring the software, test the installation by opening the Model Builder application and opening a model as follows: Procedure 1. Click Start Programs SAP BusinessObjects Profitability and Cost Management Model Builder. 2. Enter a user name and password on the Login screen, (and optionally the local server name), and click OK. 3. Click Cancel on the Model Selection screen, and click File Exit. 4. In the Model Selection screen, click Model Admin. 5. In the Model Administration screen, click New, enter a name in the Model Name box, and click OK. A new model appears in the Model Administration screen. 6. Select the model, and click Open. The model opens successfully. 7. Click File Close Model and then click File Exit to close the Model Builder application. Results Ensure the Model Builder application opens, logs in to the local server, and models can be opened and closed without error. 30 P U B L I C Upgrade Process

31 7.6 Upgrading the Web Server Follow the instructions for uninstalling, installing, and configuring the software in the Upgrading the Primary Application Server section. Once the web server upgrade is completed, you need to configure Internet Information Services (IIS) as described in the Post-Installation section of the SAP BusinessObjects Profitability and Cost Management Installation Guide Testing the Web Server Installation Context Open your Internet Browser on the web server to test the connection to the Profitability and Cost Management web site. Procedure 1. Open Microsoft Internet Explorer on the web server. 2. Enter the URL of the Profitability and Cost Management web site. This is usually: pcm. 3. Enter your user name and password in the Login screen, and click OK. 4. Select a model from the Model box. The model opens successfully. 5. Close the model and click Logout. The model closes and logs out successfully. Next Steps Perform the same steps above on a web client machine that has not been upgraded, and then continue to upgrade any remaining web servers. 7.7 Upgrading the Terminal or Citrix Server(s) Follow the instructions for uninstalling, installing, and configuring the software in the Upgrading the Primary Application Server section. Upgrade Process P U BL IC 31

32 7.7.1 Testing the Terminal or Citrix Server Installation Context Test the Terminal or Citrix server installation from a client machine by following the instructions in the topic: Testing the Client Installation. Once the client connection has been tested successfully, continue to upgrade any remaining Terminal or Citrix servers. Related Information Testing the Client Installation [page 30] 7.8 Upgrading Remaining Client Machines For all remaining client machines, proceed as follows: 1. Test all remaining web client machines by following the instructions in the topic: Testing the Web Server Installation. 2. Upgrade all remaining Microsoft Windows client machines by following the instructions in the topic: Upgrading a single Client Machine. 7.9 Upgrading your SAP BusinessObjects Enterprise System If you are planning to upgrade your software from version 7.5 to version 10.0, and are also planning to upgrade your SAP BusinessObjects Enterprise system to version 4.0, then the User Management Client that is installed with version 7.5 must be uninstalled before proceeding. This version of the User Management Client is not compatible with SAP BusinessObjects Enterprise 4.0. The User Management Client allows SAP BusinessObjects Profitability and Cost Management to communicate with your SAP BusinessObjects Enterprise system. In this situation, perform your upgrade activities in the following order: 1. Upgrade your current SAP BusinessObjects Enterprise system to version On the selected component, uninstall SAP BusinessObjects Profitability and Cost Management On the same component, uninstall the User Management Client software. The instructions for this can be found in the SAP BusinessObjects Profitability and Cost Management Installation Guide. 4. Install SAP BusinessObjects Profitability and Cost Management You are asked if you want to optionally install User Management Client XI 4.0 at the start of the setup, but only if the older version has been uninstalled. 32 P U B L I C Upgrade Process