SAP BusinessObjects Enterprise Upgrade Guide

Transcription

1 SAP BusinessObjects Enterprise Upgrade Guide SAP BusinessObjects Enterprise XI 3.1 Service Pack 3

2 Copyright 2010 SAP AG. All rights reserved.sap, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.all other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.these materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty

3 Contents Chapter 1 Welcome to the BusinessObjects Enterprise XI 3.1 Upgrade Guide 7 What's new in the BusinessObjects Enterprise...8 What this guide explains...9 What this guide does not explain...10 SAP BusinessObjects Enterprise guides...10 Chapter 2 Getting Started 13 Upgrading from BusinessObjects Enterprise...14 Simple Upgrades...15 Complex upgrades...16 Upgrading from Crystal Enterprise...18 Upgrade and migration scenarios...18 Upgrading server and client components...20 Chapter 3 Preparing for upgrades 21 System requirements...23 User permissions for installing BusinessObjects Enterprise...23 Choosing a web application server...24 CMS Database requirements and preparation...25 Setting up a database for the auditing database...26 Using MySQL as the Central Management Server (CMS) database...26 To setup a database account for BusinessObjects Enterprise...27 Setting up an empty database for the CMS...27 Preparing an existing database server...31 SAP BusinessObjects Enterprise Upgrade Guide 3

4 Contents Chapter 4 Performing a simple upgrade 33 Running the installer...35 Entering user information and a product keycode...36 To install Language Packs...36 To select a simple upgrade...37 To specify the existing CMS database...38 To specify an installation directory...39 To enter information on your existing CMS...41 To specify Server Intelligence Information...41 CMS database configuration...42 To configure your MySQL database server...42 To configure an existing database server...42 To select a web application server configuration option...46 To configure a new Tomcat web application server...48 To configure your existing web application server...48 To enter a Web Application Container Server (WACS) HTTP port number...52 To start the installation...52 To uninstall the previous version of BusinessObjects Enterprise...52 Chapter 5 Performing a complex upgrade 55 Copying data to your XI 3.1 deployment...57 Copying data from your existing CMS system database...58 Copying file repository server data...61 Updating the CMS Repository Objects...62 Using the Import Wizard...63 Reconfiguring and adding servers...63 Enabling BusinessObjects Enterprise XI 3.1 Servers...64 Adding the Search Index Program SAP BusinessObjects Enterprise Upgrade Guide

5 Contents Uninstalling the previous version of BusinessObjects Enterprise XI...65 To uninstall BusinessObjects Enterprise XI or XI Release Chapter 6 Updating imported events 67 Chapter 7 Configuring the auditing database 71 Chapter 8 Using Desktop Intelligence XI Release 2 with BusinessObjects Enterprise XI To set up Desktop Intelligence Release 2 and XI 3.x interconnectivity...74 Chapter 9 Upgrading Performance Management objects to XI Upgrading your Performance Management repository...78 To upgrade your Performance Management repository...79 Appendix A More Information 81 Index 85 SAP BusinessObjects Enterprise Upgrade Guide 5

6 Contents 6 SAP BusinessObjects Enterprise Upgrade Guide

7 Welcome to the BusinessObjects Enterprise XI 3.1 Upgrade Guide 1

8 Welcome to the BusinessObjects Enterprise XI 3.1 Upgrade Guide 1 What's new in the BusinessObjects Enterprise This guide explains how to upgrade your System Data and Business Intelligence content to BusinessObjects Enterprise XI 3.1 from BusinessObjects Enterprise XI or XI Release 2. Online documentation library A completely new interface to the full documentation set now has guides for all Business Objects products. The new online documentation library has the most up-to-date version of the Business Objects product documentation, posted upon publication and updated regularly. You can browse the library contents, run full-text searches, read guides on line, and download PDFs. What's new in the BusinessObjects Enterprise This document is the first to include information on the following features for the Microsoft Windows version of BusinessObjects Enterprise 8 SAP BusinessObjects Enterprise Upgrade Guide

9 Welcome to the BusinessObjects Enterprise XI 3.1 Upgrade Guide What this guide explains 1 Feature IIS support.net support IPv6 support WACS.NET InfoView Description The use of the Microsoft Internet Information Services (IIS) web application server version 6 or 7 is now supported on Windowsbased BusinessObjects Enterprise servers. The deployment of ASP.NET web applications is now supported on Microsoft operating systems running the IIS web application server. IP version 6 (IPv6) addresses can now be used anywhere in BusinessObjects Enterprise. A new Web Application Container Server (WACS) allows you to run the Central Management Console (CMC) on Windows machines without the need to install any Java components. A new.net-based version of the InfoView application is now supported. What this guide explains This guide explains how to upgrade your System Data and Business Intelligence content to BusinessObjects Enterprise XI 3.1 from any of the following versions: Crystal Enterprise 9 Crystal Enterprise 10 BusinessObjects Enterprise XI BusinessObjects Enterprise XI Release 2 Note: If you are upgrading from BusinessObjects Enterprise XI Release 2, XI Release 2 MHF1 or XI Release 2 SP1, you must first upgrade to BusinessObjects Enterprise XI Release 2 SP2 or higher before you upgrade to BusinessObjects Enterprise XI 3.1. All versions of BusinessObjects Enterprise XI and XI Release 2 SP2 and higher are supported for upgrading to BusinessObjects Enterprise XI 3.1. SAP BusinessObjects Enterprise Upgrade Guide 9

10 Welcome to the BusinessObjects Enterprise XI 3.1 Upgrade Guide 1 What this guide does not explain What this guide does not explain This guide does not explain how to upgrade or migrate to BusinessObjects Enterprise XI 3.1 from any of the following versions: BusinessObjects version 5.x BusinessObjects version 6.x WebIntelligence 2.x through 6.5.x For further information on migrating from BusinessObjects 5.x or 6.x, or from WebIntelligence 2.x through 6.x, refer to the BusinessObjects 5.x/6.x to XI 3.1 Migration Guide. BusinessObjects Enteprise XI 3.0 If you have an existing BusinessObjects Enterprise XI 3.0 deployement and want to upgrade to BusinessObjects Enterprise XI 3.1, there are two options that are available: If you want to install the BusinessObjects Enterprise XI 3.1.NET components, you must uninstall the previous version and then install XI 3.1. If you want to update the components in your existing deployment with the enhancements made available in XI 3.1, but without installing the.net components, you must update your deployment with the BOE XI3.1 Patch. For more information, see the BusinessObjects XI 3.1 Update Installation and Deployment Guide. Note: You can install most of the newest versions of BusinessObjects client components side-by-side with the previous versions of these components. When you have tested the new versions and are sure that you no longer require the previous versions of these components, you can uninstall them. SAP BusinessObjects Enterprise guides The following table provides a list of SAP BusinessObjects Enterprise guides and their contents. 10 SAP BusinessObjects Enterprise Upgrade Guide

11 Welcome to the BusinessObjects Enterprise XI 3.1 Upgrade Guide SAP BusinessObjects Enterprise guides 1 Guide Description SAP BusinessObjects Enterprise Planning Guide Covers the key concepts you should consider before you begin deploying SAP BusinessObjects Enterprise. This guide includes an overview of the architecture, tips for assessing your existing environment, determining your organization's needs, and preparing for the installation. SAP BusinessObjects Enterprise Installation Guide Leads you through the steps required to run the setup program and complete your installation of SAP BusinessObjects Enterprise. There are UNIX and Windows versions of this guide available. SAP BusinessObjects Enterprise Web Application Deployment Guide Covers topics related to the deployment of web applications to web application servers with SAP BusinessObjects Enterprise. There are UNIX and Windows versions of this guide available. SAP BusinessObjects Enterprise Administrator's Guide Provides content for server and content administration. The server administration topics includes server configuration, managing authentication, configuring firewalls, and measuring system performance. The content administration topics include working with the CMC, configuring rights and access levels, managing users, and working with Business Objects applications and objects. SAP BusinessObjects Enterprise Upgrade Guide 11

12 Welcome to the BusinessObjects Enterprise XI 3.1 Upgrade Guide 1 SAP BusinessObjects Enterprise guides Guide Description SAP BusinessObjects Enterprise Publisher's Guide Provides an overview of the publishing process, working with publications, publishing Crystal reports, publishing Web Intelligence documents, publishing Desktop Intelligence documents, and publishing security. SAP BusinessObjects 5/6 to XI 3.1 Migration Guide Details content migration from legacy Business Objects software, such as Classic or Enterprise 5 or 6, to SAP BusinessObjects Enterprise XI 3.1. SAP BusinessObjects Enterprise Upgrade Guide Information for upgrades from BusinessObjects Enterprise XI to SAP BusinessObjects Enterprise XI 3.1. SAP BusinessObjects Enterprise InfoView User's Guide Provides an overview of InfoView and working with Crystal Reports, Web Intelligence, objects, discussions, encyclopedia, and Voyager workspaces. For a complete list of all of our product documentation please visit: 12 SAP BusinessObjects Enterprise Upgrade Guide

13 Getting Started 2

14 Getting Started 2 Upgrading from BusinessObjects Enterprise Upgrading from BusinessObjects Enterprise This guide helps you in upgrading your Business Intelligence content and system data from versions of BusinessObjects Enterprise XI or XI Release 2 to BusinessObjects Enterprise XI 3.1. Before you begin, it is important to understand the difference between upgrading and other software update options such as migration and importing. Upgrading consists of replacing components and files from BusinessObjects Enterprise XI with components and files from BusinessObjects Enterprise XI 3.1. Migrating consists of moving from a version of Business Objects 5.x or 6.x to BusinessObjects Enterprise XI 3.1. For more information on migrating from BusinessObjects 5.x or 6.x, or from WebIntelligence 2.x through 6.x, refer to the BusinessObjects 5.x/6.x to XI 3.1 Migration Guide. Importing consists of copying reports, report instances, users, groups, universes, universe connections, and other objects from one BusinessObjects Enterprise deployment to another. The upgrade options that are available to you depend on your current deployment and your preferred method of updating. Note: Please ensure that all components of your BusinessObjects Enterprise deployment are at the same patch level before you start using the system. If the components are at different patch levels this may prevent them from communicating properly. If you are upgrading from BusinessObjects Enterprise XI Release 2, XI Release 2 MHF1 or XI Release 2 SP1, you must first upgrade to BusinessObjects Enterprise XI Release 2 SP2 or higher before you upgrade to BusinessObjects Enterprise XI 3.1. All versions of BusinessObjects Enterprise XI and XI Release 2 SP2 and higher are supported for upgrading to BusinessObjects Enterprise XI SAP BusinessObjects Enterprise Upgrade Guide

15 Getting Started Upgrading from BusinessObjects Enterprise 2 If you import events from a BusinessObjects Enterprise deployment, you must run an EventUpdater script to associate the imported events with the destination Central Management Server (CMS). If you are upgrading performance management InfoObjects from BusinessObjects Enterprise XI, you also need to upgrade the Performance Management repository. This is accomplished from the Performance Management Setup page. Although it is recommended that you upgrade all your Desktop Intelligence clients to XI 3.1, you can continue using Desktop Intelligence XI Release 2 clients against an XI 3.1 server during the upgrade phase. Related Topics Updating imported events Upgrading Performance Management objects to XI 3.1 Using Desktop Intelligence XI Release 2 with BusinessObjects Enterprise XI 3.1 Simple Upgrades If the BusinessObjects Enterprise XI 3.1 installation program detects a simple deployment, where an entire product line has been installed on a single computer, you can perform a simple upgrade to XI 3.1. In a simple upgrade to XI 3.1, the installation program performs the following steps: Installs BusinessObjects Enterprise XI 3.1. Points the BusinessObjects Enterprise XI 3.1 Input and Output File Repository Servers (FRS) to the location of the existing BusinessObjects Enterprise XI or XI Release 2 FRSs. Creates a new XI 3.1 CMS database, and then copies the contents of your existing CMS database to the XI 3.1 database. Updates all of the objects in the newly copied CMS database to XI 3.1 objects. Disables the existing XI or XI Release 2 system. If you perform a simple upgrade to BusinessObjects Enterprise XI 3.1, the installation program automatically disables the previous XI system. After the upgrade is complete, the BusinessObjects Enterprise XI 3.1 installation program asks you whether to uninstall the previous system. It is highly SAP BusinessObjects Enterprise Upgrade Guide 15

16 Getting Started 2 Upgrading from BusinessObjects Enterprise recommended that you uninstall the previous version of the system as soon as you have verified that XI 3.1 has been successfully installed. If you choose to uninstall BusinessObjects Enterprise XI 3.1 later, you must ensure that the previous version's servers are not re-enabled and not re-started. In particular, enabling the older version of the CMS and File Repository Servers will conflict with the XI 3.1 system. If the installation program does not detect a simple deployment, you must perform a complex upgrade. This includes the scenario where your deployment's web and application servers are on separate computers. Note: This option is available only when upgrading on a Windows computer. If you are upgrading on a UNIX computer, you must perform a complex upgrade, even if you are upgrading from a deployment that has been installed on a single computer. If you are performing a simple upgrade, the installation program stops your existing XI or XI Release 2 CMS database. This means that your existing deployment will not be available during the upgrade process, and users will not be able to access BusinessObjects Enterprise. Related Topics Performing a simple upgrade Complex upgrades If the XI 3.1 installation program does not detect a simple deployment, or if you want to install XI 3.1 across multiple servers, you must perform a complex upgrade. In complex upgrades, you install a new BusinessObjects Enterprise XI 3.1 deployment, and then copy your content and system data from your existing BusinessObjects Enterprise XI deployment to the XI 3.1 deployment. You can install BusinessObjects Enterprise XI 3.1 on the same computer as your existing XI or XI Release 2 system, or on a separate computer. If you are performing a complex upgrade, you must manually perform the following steps after you've finished installing XI 3.1: 16 SAP BusinessObjects Enterprise Upgrade Guide

17 Getting Started Upgrading from BusinessObjects Enterprise 2 Import your existing XI or XI Release 2 Business Intelligence content to your XI 3.1 deployment, either by using the Central Configuration Manager (CCM) or by using the Import Wizard. Note: If you chose to import content through the CCM, you must also either re-point your XI 3.1 Input and Output File Repository Servers to the location of your existing repositories, or copy the contents of your existing repositories to the XI 3.1 repositories. Reconfgure and add the BusinessObjects Enterprise XI 3.1 servers to the Central Management Server (CMS). Add the Search Index Program. Update any events that you copied to the BusinessObjects Enterprise XI 3.1 deployment from your existing BusinessObjects Enterprise deployment. Configure the XI 3.1 auditing database. The upgrade process does not copy server and server cluster settings to your new deployment. If your existing deployment is distributed across several servers or clusters, and you want to replicate the same environment for your XI 3.1 deployment, you must manually add the servers and clusters by using the CMS. For more information, see Managing and Configuring Servers chapter of the SAP BusinessObjects Enterprise Administrator's Guide. Your BusinessObjects Enterprise XI 3.1 system can operate at the same time as your existing XI or XI Release 2 system, whether the deployments are on the same computers or not. When you are ready to, you can uninstall the XI or XI Release 2 system. Related Topics Performing a complex upgrade Adding the Search Index Program Side-by-side deployments When you perform a side-by-side installation, you need to ensure that your BusinessObjects XI 3.1 installation does not clash with your preexisting BusinessObjects Enterprise version by: Specifying a unique CMS cluster name for the BusinessObjects Enterprise XI 3.1 installation. SAP BusinessObjects Enterprise Upgrade Guide 17

18 Getting Started 2 Upgrading from Crystal Enterprise Specifying unique port numbers for the BusinessObjects Enterprise XI 3.1 installation. Upgrading from Crystal Enterprise If you want to upgrade from Crystal Enterprise 9 or 10 directly to BusinessObjects Enterprise XI 3.1, you must perform a complex upgrade. For detailed instructions, see the Performing a complex upgrade chapter of this guide. Simple upgrades are only supported from BusinessObjects XI or XI Release 2 with Service Pack 2 or higher. If you want to perform a simple upgrade to BusinessObjects XI 3.1, you must first upgrade your Crystal Enterprise 9 or 10 system to either BusinessObjects XI or XI Release 2 with Service Pack 2 or higher. For more information, refer to the Upgrading and Migrating chapter of the SAP BusinessObjects Enterprise XI Installation Guide or the SAP BusinessObjects Enterprise XI Release 2 Installation Guide. Related Topics Performing a complex upgrade Upgrade and migration scenarios The following table describes the upgrade and migration scenarios that are available to you when you install BusinessObjects Enterprise XI 3.1. Table 2-1: Upgrade and migration scenarios Version Scenario BusinessObjects 5/6 For more information on migrating from BusinessObjects 5/6, see the BusinessObjects 5/6 to XI 3.1 Migration Guide. 18 SAP BusinessObjects Enterprise Upgrade Guide

19 Getting Started Upgrade and migration scenarios 2 Version Scenario Crystal Enterprise 9 To perform a simple upgrade from Crystal Enterprise 9, you must first upgrade to BusinessObjects Enterprise XI or XI Release 2 or higher. You can perform a complex upgrade from Crystal Enterprise 9. Crystal Enterprise 10 To perform a simple upgrade from Crystal Enterprise 10, you must first upgrade to BusinessObjects Enterprise XI or XI Release 2 or higher. You can perform a complex upgrade from Crystal Enterprise 10. BusinessObjects Enterprise XI You can perform a simple or complex upgrade from BusinessObjects Enterprise XI. BusinessObjects Enterprise XI Release 2, SP 1 or lower To perform a simple upgrade from BusinessObjects XI Release 2 SP1 or lower, you must first upgrade to SP2 or higher. You can perform a complex upgrade from BusinessObjects XI Release 2 SP1 or lower. BusinessObjects Enterprise XI Release 2 SP 2 or higher You can perform a simple or complex upgrade from BusinessObjects Enterprise XI Release 2 or higher. SAP BusinessObjects Enterprise Upgrade Guide 19

20 Getting Started 2 Upgrading server and client components Version Scenario To install the.net components in BusinessObjects Enterprise XI 3.1, uninstall XI 3.0, and then install XI 3.1. BusinessObjects Enterprise XI 3.0 To update your deployment with the enhancements in XI 3.1, but without installing the.net components, apply the BOE XI3.1 Patch. For more information, see the BusinessObjects XI 3.1 Update Installation and Deployment Guide. Upgrading server and client components It is recommended that you upgrade all of the components of your BusinessObjects Enterprise deployment to the same product version in order to use the full set of features that are available. Note: If some of the components in your deployment are at different product versions or patch levels, this may prevent them from communicating with a BusinessObjects Enterprise XI 3.1 Central Management Server properly. Previous versions of the following components may communicate with BusinessObjects Enterprise XI 3.1, with reduced functionality: BI Widgets Live Office Business Views Manager You can install most of the newest versions of BusinessObjects client components side-by-side with the previous versions of these components. When you have tested the new versions and are sure that you no longer require the previous versions of these components, you can uninstall them. 20 SAP BusinessObjects Enterprise Upgrade Guide

21 Preparing for upgrades 3

22 Preparing for upgrades 3 System requirements It is highly recommended that you follow your usual administrative practices before upgrading to BusinessObjects Enterprise XI 3.1. However, you should also consider the following common tasks and guidelines: Consult the What's New Documentation and the Architecture chapter in the SAP BusinessObjects Enterprise Planning Guide for an overview of the changes in BusinessObjects Enterprise XI 3.1. Consult the Release Notes included with your product distribution for further information that may pertain to your reporting environment (re lease.pdf). Review your systems to ensure that they meet the basic requirements for a BusinessObjects Enterprise installation. Stop the web servers and/or web application servers that are configured for use with BusinessObjects Enterprise. The installation program gives you the option of creating a new MySQL database or using an existing database for your BusinessObjects Enterprise XI 3.1 deployment's Central Management Server (CMS) database. If you are using an existing database, ensure that you have the connection details about the database server that you select, and logon credential information for the account used for connecting to the database instance. The database account requires permissions to add and drop tables, as well as to insert, delete, and update data in those tables. Back up your existing repository or repositories, including the system database and Input and Output File Repository Servers. Back up any custom web applications, HTML pages, or scripts that you have added to your existing deployment. Make sure you log onto the machine as an administrator first when you install or upgrade BusinessObjects Enterprise components. If you are upgrading on a Windows computer, you must log on with an administrator account. If you are upgrading on UNIX, you must log on as the same user that installed your previous BusinessObjects Enterprise deployment. Close any other programs that are running locally before you start the BusinessObjects Enterprise setup program. 22 SAP BusinessObjects Enterprise Upgrade Guide

23 Preparing for upgrades System requirements 3 System requirements For a detailed list of supported environments and hardware requirements, consult the Products Availability Report (PAR) document available on the Business Objects support site tation/supported_platforms. This document includes specific version and patch-level requirements for web application servers, web browsers, and operating systems. For information related to the planning of a BusinessObjects Enterprise deployment, consult the SAP BusinessObjects Enterprise Planning Guide. BusinessObjects Enterprise ships with the Tomcat web application server and MySQL database server. If you are planning to use a different web application or database server, it must be installed and configured before BusinessObjects Enterprise. Related Topics CMS Database requirements and preparation User permissions for installing BusinessObjects Enterprise To install BusinessObjects Enterprise on Windows, the user running the setup program must have the permissions listed in the table below: SAP BusinessObjects Enterprise Upgrade Guide 23

24 Preparing for upgrades 3 Choosing a web application server Category Operating System Network Database Web application server Required permissions Administrative privileges on the local machine. Network connectivity to all machines in the deployment, as well access to as the appropriate ports on each of the machines. Rights to create and drop tables, plus rights to read, write, and edit rows. For more information on the database privileges required, see Databases in BusinessObjects Enterprise in the SAP BusinessObjects Enterprise Planning Guide. Use the same user account for installing both BusinessObjects Enterprise and your web application server, to reduce the likelihood of encountering a problem with access control settings. Note: The following scenarios are not supported: Installation on a domain controller. Installation on a Windows machine where the default local Administrator group security settings have been modified. Choosing a web application server When you install BusinessObjects Enterprise, you can choose to install Tomcat or use a pre-existing Java application server that is supported for the release. You can also use Microsoft Internet Information Service (IIS) to host the InfoView as well. The InfoView can be deployed to IIS 6, or to either the 32-bit and 64-bit versions of IIS 7. Before selecting a web server to use with BusinessObjects Enterprise, assess your current environment and determine the platform on which to deploy BusinessObjects Enterprise. Determine whether you plan to develop custom applications and, if so, which web development environment to use. If you choose a pre-existing web application server, the server must be installed and working before you attempt to install BusinessObjects Enterprise 24 SAP BusinessObjects Enterprise Upgrade Guide

25 Preparing for upgrades CMS Database requirements and preparation 3 BusinessObjects Enterprise XI 3.1 also includes a Web Application Container Server that can host the Central Management Console (CMC). WACS provides an easier way to deploy, configure, and maintain the CMC, and removes the need for Java application server administration skills. There are two ways that you can install WACS: If you are performing a simple upgrade, if you choose not to deploy BusinessObjects Enterprise web applications to a Java application server, the installation program automatically creates a WACS server and then adds a CMC service to the server. The CMC is ready to use after you complete the installation. If you are performing a complex upgrade on a Windows machine, and chose a Custom or Expand install, you can choose to install WACS on the "Select Features" screen by expanding Server Components and selecting Web Application Container Server For more information on installing WACS, see the SAP BusinessObjects Enterprise Installation Guide. For more information on using WACS, see the Working with Web Application Container Servers chapter of the SAP BusinessObjects Enterprise Administrator's Guide. CMS Database requirements and preparation BusinessObjects Enterprise requires a database to store Central Management Server (CMS) information about the system and its users. This database is referred to as the CMS, or system, database. The following sections detail required settings and how to test settings for: DB2 MySQL Oracle Sybase The following sections detail required settings and how to test settings for: DB2 MySQL Microsoft SQL Server Oracle Sybase SAP BusinessObjects Enterprise Upgrade Guide 25

26 Preparing for upgrades 3 CMS Database requirements and preparation Before installing BusinessObjects Enterprise, review this information in order to properly prepare your CMS system and auditing database. For more information on database requirements, refer to the Databases in BusinessObjects Enterprise section in the SAP BusinessObjects Enterprise Planning Guide. Note: Regardless of database type, the database must be setup to use Unicode character encoding, such as UTF-8. Setting up a database for the auditing database Using a BusinessObjects Enterprise XI or XI Release 2 auditing database as the auditing database for BusinessObjects Enterprise XI 3.1 is not supported. The BusinessObjects Enterprise XI 3.1 installation program does not copy the contents of the previous version's auditing database to the new auditing database. If you want to re-use the auditing database from a previous version of BusinessObjects Enterprise, the installation program re-initializes the database and permanently deletes all of its contents. In other words, if you specify the XI or XI Release 2 auditing database as the XI 3.1 auditing database, the contents of the previous version's database will not be available after the upgrade. If you want to keep the contents of your auditing database when you upgrade to BusinessObjects Enterprise XI 3.1, you must create a new database instance for the XI 3.1 auditing database. Related Topics Configuring the auditing database Using MySQL as the Central Management Server (CMS) database MySQL is an open-source database included with BusinessObjects Enterprise that can be automatically installed and configured for use as the Central Management Server (CMS), or system, database. 26 SAP BusinessObjects Enterprise Upgrade Guide

27 Preparing for upgrades CMS Database requirements and preparation 3 If you want to use an existing supported database server, you can enter connection and authentication parameters during the BusinessObjects Enterprise installation process. To setup a database account for BusinessObjects Enterprise The Central Management Server (CMS) uses a database to store system information. If you choose to install MySQL as part of your BusinessObjects Enterprise installation, a MySQL CMS database will be created for you. If you plan to use your own database, you should complete the steps listed below before installing BusinessObjects Enterprise. To create tables and write data to your new CMS database, the installation program needs to establish a connection to the database server. When you log on to the account being used to install BusinessObjects Enterprise, the environment must include the appropriate variables and database drivers to access your chosen database. Only then can the installation program access the CMS database using your database client software. 1. Create or select a user account that provides BusinessObjects Enterprise with the appropriate privileges to your database server. 2. Verify that you can log on to your database and that you have rights to add or remove database tables and to add, delete, or edit table rows with the user account. Setting up an empty database for the CMS If you want to use an existing database server as the Central Management Server (CMS) or auditing database, you must create a new tablespace or database before installing BusinessObjects Enterprise. The installer will prompt for the connection and authentication details if you choose to use your own database during the installation of BusinessObjects Enterprise. The following database servers are supported for the CMS system and audit databases: Microsoft SQL Server (ODBC) Oracle SAP BusinessObjects Enterprise Upgrade Guide 27

28 Preparing for upgrades 3 CMS Database requirements and preparation DB2 MySQL Sybase Note: Review the online BusinessObjects Enterprise supported platforms document for information related to supported database software and version requirements: To integrate your existing database with BusinessObjects Enterprise, you need to prepare it. Here is a summary of the steps to prepare your database: Create a new tablespace, schema, or database (the exact terminology will depend on the database platform you're using) to act as the CMS database. Create a second for the auditing database, if you plan to enable auditing. Create a new user account and password to be used by BusinessObjects Enterprise to access the CMS database. Create a second username and password if you plan to enable auditing. Specify that the new user account has required permissions to create, modify, and delete tables and create procedures so that database can be modified as required. Record the name of the database(s), the user account(s), and the password(s) you created, so you can enter the details when you run the BusinessObjects Enterprise installer. During the installation, you can choose to reinitialize the existing database. This will cause new tables to be created in your existing database. Consult your specific database server documentation if you are unsure of the procedure for creating a new tablespace, schema, or database. Ensure that your database server is set up to use Unicode character encoding (such as UTF-8). Note: If you have a previous release of BusinessObjects Enterprise you cannot use your database from a previous release for BusinessObjects Enterprise. You must create a new database, or existing data from the previous release will be destroyed. To migrate from an previous release, create a new database migrate your old content to the new current version's database after the installation is complete. 28 SAP BusinessObjects Enterprise Upgrade Guide

29 Preparing for upgrades CMS Database requirements and preparation 3 DB2 database requirements If you are using DB2 for the Central Management Console (CMC) or auditing database: Ensure that the CMS database is not partitioned. Note: The auditing database can be partitioned. Create the database with these settings: Collating Sequence = Identity Codeset = UTF-8 Territory = XX If your DB2 database does not have the correct Collating Sequence setting, the user and usergroup objects may not sort properly in the CMC. Replace XX with the code that is appropriate for your location. Consult your DB2 documentation for more information. Once the database is created, you will need to prepare it for the BusinessObjects Enterprise installation. Related Topics Preparing an existing database server Oracle database requirements If you are using Oracle for the CMS or auditing database: Use a Unicode character set, such as UTF-8. Once the database is created, you will need to prepare it for the BusinessObjects Enterprise installation. Related Topics Preparing an existing database server SAP BusinessObjects Enterprise Upgrade Guide 29

30 Preparing for upgrades 3 CMS Database requirements and preparation Sybase database requirements If you are using Sybase for the CMS or auditing database: Create a database with a page size of 8 KB. The Sybase database default page size is 2KB, which is too small for the CMS system database to run efficiently. The page size is set up during the database creation and cannot be changed after the database is created. Use a Unicode character set, such as UTF-8. Once the database is created, you must prepare it for the BusinessObjects Enterprise installation. Related Topics Preparing an existing database server MySQL database requirements If you are using your own MySQL installation for the CMS or auditing database: Use a Unicode character set, such as UTF-8. Once the database is created, you will need to prepare it for the BusinessObjects Enterprise installation. Related Topics Preparing an existing database server Microsoft SQL Server database requirements If you are using Microsoft SQL Server for the CMS or auditing database: Use a collation that supports the Unicode nchar, nvarchar and ntext column data types, such as Latin1_General_CI_AS. Once the database is created, you will need to prepare it for the BusinessObjects Enterprise installation. 30 SAP BusinessObjects Enterprise Upgrade Guide

31 Preparing for upgrades CMS Database requirements and preparation 3 Related Topics Preparing an existing database server Preparing an existing database server After you have created your database, setup the database client, and before you install BusinessObjects Enterprise, ensure that the Central Management Server (CMS) can connect to it. During your installation, you will be asked whether you want to install MySQL or use an existing database. If you opt to use an existing database, you will be asked for the connection and authentication details by the BusinessObjects Enterprise installer: Existing database MySQL Sybase DB2 Oracle Information required by installer Database name Server name Port number (default is 3306) Login credentials used to access database Server name Login credentials used to access database Note: The Sybase server name is a combination of the host name and the port number which is set by your database administrator in the file sql.ini interfaces file. BusinessObjects Enterprise will connect to the default database for the user you specify. This default is set by the database administrator. Server: DB2 database alias Login credentials used to access database Server: TNSNAMES connect identifier Login credentials used to access database SAP BusinessObjects Enterprise Upgrade Guide 31

32 Preparing for upgrades 3 CMS Database requirements and preparation Existing database Microsoft SQL Server Information required by installer ODBC DSN name from the Windows System DSN. Existing database MySQL Sybase DB2 Oracle Information required by installer Database name Server name Port number (default is 3306) Login credentials used to access database Server name Login credentials used to access database Note: The Sybase server name is a combination of the host name and the port number which is set by your database administrator in the file sql.ini interfaces file. BusinessObjects Enterprise will connect to the default database for the user you specify. This default is set by the database administrator. Server: DB2 database alias Login credentials used to access database Server: TNSNAMES connect identifier Login credentials used to access database 32 SAP BusinessObjects Enterprise Upgrade Guide

33 Performing a simple upgrade 4

34 Performing a simple upgrade 4 Running the installer You can perform a simple upgrade to BusinessObjects Enterprise XI 3.1 if the BusinessObjects Enterprise XI 3.1 installation program detects an entire XI or XI Release 2 deployment on the Windows computer that you are installing XI 3.1 on. Performing a simple upgrade to BusinessObjects Enterprise XI 3.1 requires the following inputs. Providing information on your existing XI or XI Release 2 Central Management Server (CMS) database. Providing information on the CMS for the existing deployment. This includes the port on with the CMS is running and the administrative credentials. Providing information on the Server Intelligence Agent (SIA). The Server Intelligence Agent is a component of the Central Management Console (CMC) that simplifies administrative procedures previously carried out by the Central Configuration Manager (CCM), such as the management of CMC server processes. For more information on the Server Intelligence Agent, see the Managing and Configuring Servers chapter of the SAP BusinessObjects Enterprise Administrator's Guide. Configuring the XI 3.1 CMS database. Note: The installation of a MySQL database is provided with the installation package. You can use a MySQL database to create a new copy of CMS database for XI 3.1, or you can use any of the other database servers that are supported for the release. Configuring the Java application server. You can choose to either install and configure Tomcat or configure any other Java application server that is supported for the release. The BusinessObjects Enterprise XI 3.1 installation program writes the details of your existing deployment to a log file. The name of the file is boe_up grade_output.xml; the boe_upgrade.xsl file provides formatting when you open boe_upgrade_output.xml You can use this log file as a reference when you are configuring the servers and server clusters in your XI 3.1 deployment. The default location of this log file is C:\Program Files\Business Objects\BusinessObjects Enterprise 12.0\Logging\. 34 SAP BusinessObjects Enterprise Upgrade Guide

35 Performing a simple upgrade Running the installer 4 Running the installer If the installer detects that BusinessObjects Enterprise is already installed on the machine, an error message is displayed. Click OK to exit the program. The installer program does not continue if it finds a pre-existing version of BusinessObjects Enterprise. 1. If you are installing from a DVD and the Windows autoplay setting is enabled, the installer will start automatically. If autoplay is not enabled, or you're installing from a hard drive, run setup.exe from the root directory of the product distribution media. The "Please Choose Setup Language" dialog is displayed. 2. Select the language that you'd like the Setup program to use. Note: This setting is only used by the Setup program for the duration of the installation. You select languages to be installed on your new BusinessObjects Enterprise server later. The Setup program will create system objects, such as default user groups, with names localized to the locale of the user running the Setup program. You have a choice of the following languages for setup: Chinese Simplified Chinese Traditional Danish Dutch English French German Italian Japanese Korean Norwegian Polish Portuguese (Brazil) Russian Spanish Swedish SAP BusinessObjects Enterprise Upgrade Guide 35

36 Performing a simple upgrade 4 Entering user information and a product keycode Thai 3. Deselect Create log file during installation if you don't want the installer to create a log file. The log file is created as: <INSTALLDIR>\BusinessObjects Enterprise 12.0\Logging\BOEInstall_X.log. 4. Click OK. The installation wizard welcome screen is displayed. 5. Click Next to proceed with the installation. If you are installing BusinessObjects Enterprise on Windows XP Service Pack 2 or higher, an Internet Connection Firewall warning message is displayed. Click OK to continue. The "License Agreement" dialog is displayed. 6. Review the agreement. 7. Select I accept the License Agreement and click Next. The "User Information" screen is displayed. Entering user information and a product keycode Use the "User Information" screen to enter user information and provide a keycode for your BusinessObjects Enterprise product. 1. Provide an appropriate user and organization name in the Full Name and Organization fields. The Organization field is optional. 2. Enter a valid code in the Product Keycode field and click Next. Valid keycodes are formatted XXXXX-XXXXXXX-XXXXXXX-XXXX. The "Choose Language Packs" screen is displayed. To install Language Packs You can choose to install specific or all available language packs. These languages can be used by administrators and users in BusinessObjects Enterprise products. 36 SAP BusinessObjects Enterprise Upgrade Guide

37 Performing a simple upgrade To select a simple upgrade 4 Note: English is mandatory because it's used as a back-up language if a problem with a language pack is detected. English cannot be deselected. 1. Select the language packs you want to install. The language packs currently available for installation include: Chinese Simplified Chinese Traditional Danish Dutch English French German Italian Japanese Korean Norwegian Polish Portuguese (Brazil) Russian Spanish Swedish Thai Note: You can also add language packs after installing BusinessObjects Enterprise. 2. Click Next. The "Install Type" screen is displayed. To select a simple upgrade If the installer detects that you already have a version of BusinessObjects Enterprise XI or XI Release 2 on the computer that you are installing XI 3.1 on, the "BusinessObjects Enterprise Upgrade" screen appears. 1. Select whether you want to perform a simple upgrade or not. If you want to perform a simple upgrade, select Yes, perform an upgrade installation. SAP BusinessObjects Enterprise Upgrade Guide 37

38 Performing a simple upgrade 4 To specify the existing CMS database If you perform a simple upgrade, the installation program does the following: Installs BusinessObjects Enterprise XI 3.1. Points the BusinessObjects Enterprise XI 3.1 Input and Output File Repository Servers (FRS) to the location of the existing BusinessObjects Enterprise XI or XI Release 2 FRSs. Creates a new XI 3.1 CMS database, and then copies the contents of your existing CMS database to the XI 3.1 database. Updates all of the objects in the newly copied CMS database to XI 3.1 objects. Disables the existing XI or XI Release 2 system. If you want to perform a side-by-side deployment or a deployment that is distributed across multiple servers, select No, do not perform an upgrade installation. On a later screen, you will be able to choose to perform a New, Custom, or Web Tier installation. 2. Click Next to continue. The "Existing CMS Database Information for Upgrade" screen appears. To specify the existing CMS database If you chose to perform a simple upgrade, the "Existing CMS Database Information for Upgrade" screen appears. This screen allows you to specify the existing CMS database that you want to copy the data from. 1. From the Select existing CMS database list, select the database type of your existing CMS database. 2. Enter the necessary information, depending on the type of your existing database. a. If you are copying data from SQL Server: 1. On the CMS Database list, select SQL Server (ODBC). 2. Click the Browse tab. 3. Select the Data Source Name. 4. Type the Login ID and Password for the database, select the database, and then click Next. b. If you are copying data from Oracle: 1. On the CMS Database list, select Oracle. 2. Type the Oracle tnsnames connect identifier in the Server field. 38 SAP BusinessObjects Enterprise Upgrade Guide

39 Performing a simple upgrade To specify an installation directory 4 3. Type the credentials for the server in the Username and Password fields, and then click Next. c. If you are copying data from DB2: 1. On the CMS Database list, select DB2. 2. Type the DB2 database alias in the Server field. 3. Type the credentials for the server in the Username and Password fields, and click Next. d. If you are copying data from MySQL: 1. On the CMS Database list, select MySQL. 2. Type the name of the database in the Database field. 3. Type the Host Name in the Server field. 4. Type the port that the database uses in the Port field 5. Type the credentials for the server in the Username and Password fields, and click Next. e. If you are copying data from Sybase: 1. On the CMS Database list, select Sybase. 2. Type the Sybase Server Name in the Server field. 3. Type the credentials for the server in the Username and Password fields, and click Next. The "Install Type" screen appears. To specify an installation directory The "Install Type" screen is used to select an installation method and to specify an installation directory. SAP BusinessObjects Enterprise Upgrade Guide 39

40 Performing a simple upgrade 4 To specify an installation directory Note: If you chose to perform a simple upgrade on the "BusinessObjects Enterprise Upgrade" page, you can only select a New install type. The Custom or Expand Install and Web Tier options are disabled. Make sure the Enable servers upon installation option is set. If this option is not set, the object update portion of the upgrade install will not be able to run. 1. Specify whether you want to install a MySQL database server, or if you want BusinessObjects Enterprise to use an existing database server. 2. In the Destination Folder field, specify where to install the BusinessObjects Enterprise components. You must select a different installation directory for BusinessObjects Enterprise XI 3.1 than the directory for your previous BusinessObjects Enterprise deployment. The installation program validates the directory that you specify, and prevents you from installing XI 3.1 in the same directory as your existing deployment. 3. Click Next to continue with the installation setup. The "Server Components Configuration" screen is displayed. 40 SAP BusinessObjects Enterprise Upgrade Guide

41 Performing a simple upgrade To enter information on your existing CMS 4 To enter information on your existing CMS The "Server Components Configuration" screen is used to specify the port number and administrator password for the BusinessObjects Enterprise XI or XI Release 2 Central Management Server (CMS). The CMS's role is to communicate with the other BusinessObjects Enterprise servers and services and manage the system and audit databases. 1. Specify the port number of your existing BusinessObjects Enterprise CMS in the CMS port field. 2. Specify the password for the CMS administrator account in the Password and Confirm password fields. 3. Click Next to continue with the installation setup. The "Server Intelligence Agent" screen appears. To specify Server Intelligence Information The "Server Intelligence Agent" screen is used to name and designate a port address for the Server Intelligence Agent (SIA) for the current installation. The Server Intelligence Agent is a component of the Central Management Console (CMC) that simplifies administrative procedures previously carried out by the Central Configuration Manager (CCM), such as the management of CMC server processes. A Server Intelligent Agent is automatically created during the installation of BusinessObjects Enterprise XI 3.1. For more information on the Server Intelligence Agent, see the Managing and Configuring Servers chapter of the SAP BusinessObjects Enterprise Administrator's Guide. 1. Provide a name to identify the SIA node in the Node Name field. 2. Specify a port number for the SIA in the Port field. This port will be used by the SIA to communicate with the Central Configuration Manager (CCM). 3. Click Next to continue with the installation setup. SAP BusinessObjects Enterprise Upgrade Guide 41

42 Performing a simple upgrade 4 CMS database configuration Once the SIA information is entered, the port number will be validated before you can proceed to configure the CMS database for your installation. A warning will display if the port you specified is not available. Depending on whether you chose to use MySQL as the CMS database or to use an existing database server, the "MySQL Database Server Configuration" screen or "CMS Database Information" screen appears. CMS database configuration To configure your MySQL database server The "MySQL Database Server Configuration" screen appears if you chose to install MySQL as the database server for your new XI 3.1 deployment. 1. In the MySQL Port Number field, specify the port number for the MySQL database server. Note: The default port number is If the existing CMS database uses port 3306, you must specify a different port number for the XI 3.1 database. You cannot to copy content from one CMS database to the other CMS database in the event of a conflict. 2. In the MySQL root User Account pane, specify and confirm a password for the MySQL root user account. 3. In the MySQL BusinessObjects User Account pane, specify and confirm a password for the MySQL BusinessObjects user account. 4. Click Next to continue the installation setup. The "Select Web Application Server" screen is displayed. To configure an existing database server The "CMS Database Information" screen appears if you choose to use an existing database server as your Central Management Server (CMS) for the new BusinessObjects Enterprise installation. Use this screen to configure the database server. 42 SAP BusinessObjects Enterprise Upgrade Guide

43 Performing a simple upgrade CMS database configuration 4 If you are using an existing database, ensure that you have the connection details about the database server that you select, and logon credential information for the account used for connecting to the database instance. The database account requires permissions to add and drop tables, as well as to insert, delete, and update data in those tables. 1. Select a database type from the Select existing CMS database drop-down list in the CMS Database pane. Depending on your database server selection, corresponding input fields are displayed in the CMS Database pane. 2. Provide all the required information for the database in the fields provided in the CMS Database pane. The table below summarizes all the information required for each database type: Database type MySQL Information required at install time Database: MySQL database name Server: MySQL server name Port: default port is 3306 Login credentials used to access database Server: Sybase Server Name Login credentials used to access database Sybase Note: The Sybase server name is a combination of the host name and the port number which is set by your database administrator in the file sql.ini. DB2 Server: DB2 database alias Login credentials used to access database SAP BusinessObjects Enterprise Upgrade Guide 43

44 Performing a simple upgrade 4 CMS database configuration Database type Oracle Microsoft SQL Server Information required at install time Server: tnsnames connect identifier Login credentials used to access database ODBC DSN If you do not want to specify an auditing database for your new installation skip to step Select the Auditing Database box to specify an auditing database for your new installation. The input fields under the Auditing Database box are activated. Note: If you select a BusinessObjects Enterprise XI or XI Release 2 auditing database for BusinessObjects Enterprise XI 3.1, the installation program permanently deletes any existing auditing data from that database. This means that the data will not be available after the upgrade is complete. If you want to keep auditing data from XI or XI Release 2, select a new database for XI Select a database type from the Select existing Auditing database drop-down list in the Auditing Database pane. Depending on your database server selection, corresponding input fields are displayed in the Auditing Database pane. 5. Provide all the required information for the database in the fields provided in the Auditing Database pane. The table below summarizes all the information required for each database type: 44 SAP BusinessObjects Enterprise Upgrade Guide

45 Performing a simple upgrade CMS database configuration 4 Database type MySQL Information required at install time Database: MySQL database name Server: MySQL server name Port: default port is 3306 Login credentials used to access database Server: Sybase Server Name Login credentials used to access database Sybase Note: The Sybase server name is a combination of the host name and the port number which is set by your database administrator in the file sql.ini. DB2 Server: DB2 database alias Login credentials used to access database Oracle Microsoft SQL Server Server: tnsnames connect identifier Login credentials used to access database ODBC DSN 6. Select the Reset existing database box to delete all current tables and entries in the existing database. Note: This option permanently deletes all of the contents of the existing database that you select. 7. Click Next to continue with the installation setup. The "Select Web Application Server" screen is displayed. This screen only displays if a connection is established with the database configuration you provided. SAP BusinessObjects Enterprise Upgrade Guide 45

46 Performing a simple upgrade 4 To select a web application server configuration option To select a web application server configuration option The web application server runs Business Objects web applications such as InfoView, the Central Management Console (CMC), and custom web applications. Use the "Select Web Application Server" screen to choose to: Install and/or deploy to a Java web application server, such as the Tomcat web application server included with BusinessObjects Enterprise. Install and deploy to the IIS web application server installed as part of your Windows operating system. Note: If you are using the 64-bit version of IIS 7, you must ensure that: ASP.NET is enabled. The advanced IIS setting Enable 32-bit Applications is set to "True". The advanced IIS setting.net Application Pool is set to "Classic" mode. If the IIS Web Application Server option is not selectable, ensure that ASP.NET v1.1 and IIS are both installed. 46 SAP BusinessObjects Enterprise Upgrade Guide

47 Performing a simple upgrade To select a web application server configuration option 4 To configure a Java web application server for BusinessObjects Enterprise you will need the web application server administrator account name and password, as well as the listener port number. 1. To use a Java web application server, select Java Web Application Server and choose one of the following options: Install Tomcat application server and deploy to it. This will automatically install and configure Tomcat. Automatically deploy to a pre-installed Web Application Server. This will prompt you to enter the configuration and authentication information on the next screen. 2. To use the IIS web application server included as part of your Windows operating system, choose IIS Web Application Server, then select the website to use for deployment from the drop-down list. 3. Click Next. Depending on your selection, you can now proceed to either configure your web application server, or start the installation process. SAP BusinessObjects Enterprise Upgrade Guide 47