Migration of Business Objects XI from R2 to R3 July 1, 2009

1. Migration of Business Objects XI from R2 to R3 July 1, 2009 Office of the Chief Financial Officer Fiscal Management Information System Team This presentation is not intended as Business Objects training. It is for current users of Business Objects XI, Release 2.

2. Changes are coming to Business Objects This presentation explains: • The What, When, and Why of the changes • How those changes impact the user • Differences between the old version and the new version • How your input will help this project succeed

3. What, When, and Why WHAT: • The current version is Business Objects XI Release 2 • FMIS 4.0 is being upgraded to a newer version called Business Objects XI Release 3 • In the rest of this presentation, the abbreviations “R2” and “R3” will be used

4. What, When, and Why WHEN: • The release date is July 27 • On that date, R2 will no longer be available

5. What, When, and Why WHEN: • R3 is available now in FMIS Test (FMIST) for user acceptance testing

6. What, When, and Why WHY: • R2 has software bugs which were corrected in R3 • Software was enhanced with additional functions that do not exist in R2

7. In short, the FMIS Team needs you … …to conduct user acceptance testing!

8. Schedule of Testing • R3 is available in FMIST for testing from now through Friday, July 17 • Send comments or results of testing to fmissupport@dot.gov • R3 replaces R2 on July 27

9. Before we take a tour of the differences, one quick reminder about FMIS Test…Where is it?

10. Where is FMIS Test? In the “Other Systems” link on the UPACS Production Menu.

11. A New Look and Feel How Business Objects XI R3 changes…

12. Old Release Welcome Page: The newer Welcome Page has fewer default toolbars.

13. Old Release Welcome Page: Properties, Move, Copy, and Delete icons disappear in new release.

14. Old Release Welcome Page: “My Folders” is renamed “My Favorites.”

15. New Release Welcome Page

16. New Release Welcome Page “Help” and “Log Out” are text buttons instead of icons.

17. The Document Details Panel

18. Old Release Document Details Panel Several changes have been made to the Document Details panel (which displays the list of Business Objects reports). Changes include…

19. New Release Document Details Panel The layout of the reports listing has been changed from form style to tabular format.

20. New Release Document Details Panel By default, only partial report descriptions will be displayed on the screen. To view the full report description, click on the report title and then select “Actions”  “Properties.”

21. New Release Document Details Panel Note that the hyperlinks displayed below each report title in R2 (Properties, View, Modify, Schedule, History) have now been moved under ‘Actions’ menu item in R3.

22. New Release Document Details Panel In R3, the user can select a report title and then right click to perform actions such as opening, modifying, and scheduling.

23. Creating a New BO XI Report

24. New Release Welcome Page Click “New” > “Web Intelligence Document” to get the list of Universes.

25. New > Web Intelligence Document After clicking on “Web Intelligence Document,” the list of Universes appears.

26. New > Web Intelligence Document Unlike the old version, a description of each Universe appears next to the name, helping the user to select the proper Universe with which to build a report.

27. New > Web Intelligence Document Click on the title of the Universe (not the description) to launch the New Document panel to build the report….

28. New > Web Intelligence Document > Fund Control Transaction Universe …The New Document panel is launched.

29. The New “New Document” Panel In R3, the icons used to represent a Universe name, Class or sub-Class name, dimension Object and measure Object have been changed.

30. The New “Tool Tip” Feature

31. The New “Tool Tip” Feature A Tool Tip feature has been added by which the user can point the mouse over any Object to display information such as the description, data type, etc.

32. The New “Tool Tip” Feature In this example, the mouse scrolled over the “Program Code Type” Object.

33. The Results Objects Panel

34. The Old “Result Objects” Panel In the older release, the full names of the selected Objects are not displayed when the Object names are more than 10 characters.

35. The New “Result Objects” Panel In the new release, the full Object name is displayed even if the names are more than 10 characters.

36. The Query Filters Panel

37. The Old “Query Filters” Panel The radio buttons “Prompt” and “Filter” do not appear anymore.

38. The Old “Query Filters” Panel The ‘Prompt Text’ and the ‘Properties’ are also removed.

39. The New “Query Filters” Panel The drop down list for the list of operators... …accessed by clicking on the arrow within the Object itself.

40. The New “Query Filters” Panel “Prompt,” “Filter,” “Prompt Text,” and “Properties,” have been replaced by the “Define filter type” icon.

41. The Report Output Screen

42. The New Report Output Screen “Available Objects” appear by default on the new release.

43. The New Report Output Screen Report formatting options such as Data Summary, Document Structure, and Chart / Table Types, are moved to the bottom of the panel as icons instead of the drop-down menu options of the older release.

44. Document > “Save As” Window

45. The Old R2 “Save As” Window

46. The New R3 “Save As” Window It does not take up the entire screen.

47. The New R3 “Save As” Window Existing Reports in a folder can be viewed by clicking on that folder name.

48. Document Scheduling Window

49. Old R2 Document Scheduling Window The old version had document scheduling as a navigation tree.

50. New R3 Document Scheduling Window Under the new layout, the options for scheduling appear as a separate panel on the left.