WebFOCUS 8: Best Practices for Migration

1. WebFOCUS 8: Best Practices for Migration John Calappi Mark Nesson Vashti Ragoonath

2. Agenda Getting Started • Migrating earlier releases to WebFOCUS 8 • Upgrade Path for WebFOCUS Product Components • Migration Strategy • Managing ongoing (in flight) development during upgrade • Migration workflow • Validating the migration – what to expect • Post Migration Tasks • Change Management • A Migration In Motion

3. Migrating earlier releases to WebFOCUS 8 • WebFOCUS 8 migration supports: • Managed Reporting and Business Intelligence Dashboard (BID) migration from Release 7.x to Release 8 • ReportCaster migration from Release 7.6.x to Release 8 • For those customers migrating from Release 4.x, 5.x or 7.1.x, it is best to migrate to the latest 7.6.x release to minimize migration steps. • Special consideration for Unicode • Unicode BI Dashboard Migration • Needs to be performed at the WebFOCUS 7.7.x level prior to WebFOCUS 8 migration.

4. Upgrade Path for WebFOCUS Product Components

5. Planning the UpgradeUpgrade path for WebFOCUS product components

6. Planning the UpgradeUpgrade path for WebFOCUS product components

7. Planning the UpgradeUpgrade path for WebFOCUS product components

8. Planning the UpgradeUpgrade path for WebFOCUS product components

9. Migration Strategy

10. Planning the UpgradeMigration Strategy • Full Migration • All applications migrate at the same time • Single WebFOCUS system to maintain and administer • Single set of training for development and end users • All application users have the same experience • Knowledge transfer and collaboration is shared simultaneously by all users

11. Planning the UpgradeMigration Strategy • Staggered Migration • Applications migrate at different times • Convenient for application development teams • Does not impact global WebFOCUS 7 development • Multiple WebFOCUS systems to maintain and administer • Users may need access to multiple WebFOCUS instances • Training must be repeated for developers and end users • Application users share different experience • Knowledge transfer and collaboration between users is staggered

12. Planning the UpgradeMigration Strategy Whether a customer elects to do a full or staggered migration, consideration must be given to the following: • If WebFOCUS 7 development is active during the upgrade, will need to: • Manage ongoing WebFOCUS 7 development during upgrade with an intermediate WebFOCUS 8 environment. • Alternative is to lockdown new WebFOCUS development .

13. Planning the UpgradeMigration Strategy • Migrate MR users and MR security rules • Evaluate MR users/groups/roles/privileges • Leave “as is” after migration • Restructure security authorization using WebFOCUS 8 security authorization model. • Group users according to their role • Leverage groups and sub-groups to delegate responsibilities • Minimize user management and administration • Leverage WebFOCUS groups to minimize or replace user profiles on the Reporting Server. • For LDAP shops, leverage LDAP groups with WebFOCUS

14. Planning the UpgradeMigration Strategy • Use the WebFOCUS 8 upgrade as an opportunity to cleanse inventory: • Audit application and report usage • Conduct an inventory of applications/report usage: • Can run Resource Analyzer reports to identify reports that: • Are never used and can be removed • Can be consolidated • Should be updated/improved to leverage WebFOCUS 8 features

15. Planning the UpgradeMigration Strategy • WebFOCUS 8 production rollout • Make a choice: • Flip the switch on WebFOCUS 7 • Keep it active but disabled for a number of months as a contingency plan • Appropriate for full migration implementations • Keep WebFOCUS systems running in parallel • Appropriate for staggered migration implementations

16. Managing ongoing development during upgrade • The WebFOCUS 8 migration tools are designed to migrate all data from WebFOCUS 7. • During the upgrade to WebFOCUS 8, considerations must be given to: • Managing ongoing (in flight) WebFOCUS 7 development during upgrade • Developers still creating new content in WebFOCUS 7 • Production users may be creating My Reports • Ongoing WebFOCUS 7 development can be managed as follows: • Set up an intermediate WebFOCUS 8 environment. • Perform a full WebFOCUS 8 migration to intermediate environment • Use WebFOCUS 8 Change Management to move selected content to targeted WebFOCUS 8 environment.

17. Managing ongoing development during upgrade Important note about WebFOCUS 8 Change Management • WebFOCUS 8 Change Management is designed to move content between WebFOCUS 8 releases. • It is not designed to move content from WebFOCUS 7 to WebFOCUS 8.

18. Managing ongoing development during upgrade • Full migration from WebFOCUS 7 to an intermediate version of WebFOCUS 8 • Use WebFOCUS 8 Change Management from the intermediate version of WebFOCUS 8 to the targeted WebFOCUS 8 environment (Sandbox, Dev). This workflow is illustrated below

19. Migration workflow

20. Migration workflow • Migration Utilities • WebFOCUS 8 is packaged with a number of migration utilities which migrate content from: • Managed Reporting • Deferred reports not migrated by default. • Must change migration utility to YES if you want deferred reports to be migrated. • Business Intelligence Dashboard • Business Intelligence Dashboard Favorites/Mobile Favorites • ReportCaster • Release 7.7.04 of the Reporting Server has a Migrate option in the Web Console that migrates and merges a subset of configurations.

21. Migration workflow • WebFOCUS 8 migration process consists of three steps: • Export • This step will extract WebFOCUS 7 data using WebFOCUS 8 migration using export utilities. • Export migration logs are created and is useful for capturing errors if they occur. • Import • This step will import WebFOCUS 7 data into WebFOCUS 8 using import utilities. • Import migration logs are created and and is useful for capturing errors if they occur. • Validate • This step is to validate the migrated data • ..what should we expect after migration?

22. Migration Utilities • In summary, the WebFOCUS 8 migration process entails the following steps: • Copying WebFOCUS 8 migration utilities to WebFOCUS 7 • Updating WebFOCUS 8 migration utilities as needed • Running the WebFOCUS 8 migration utilities to extract WebFOCUS 7 data to XML files • Importing WebFOCUS 7 XML files to WebFOCUS 8 The next slide shows a visual of these steps

23. Migration workflow 1 In the WebFOCUS 7x environment In the WebFOCUS 8 environment 2

24. Validating the migration – what to expect

25. Managed Reporting

26. Validating the migration – what to expectManaged Reporting – MR security objects • Managed Reporting security objects • Users Users • Groups Groups • Roles and Privileges User Default Roles (UDR) • The concept of the role being attached to a user continues to exist in WebFOCUS 8. It is called the User Default Role (UDR). • Designed to simplify the migration process and provide customers with an optional starting point in WebFOCUS 8. • MR security authorization rules are maintained with UDR • The migration utility is designed to use UDR to assign and maintain user, group and role relationships established in WebFOCUS 7.

27. Validating the migration – What To ExpectManaged Reporting – MR security objects • Here is a glimpse into the WebFOCUS 8 UDR and how it is designed to maintain existing MR security relationships.

28. Validating the migration – What To ExpectManaged Reporting – MR content • Internal references (Internal HREFs) • Different internal HREFs in WebFOCUS 8 • Migration resolves old internal HREFs to new internal references

29. Validating the migration – What To ExpectManaged Reporting – MR content

30. Validating the migration – What To ExpectManaged Reporting – MR content

31. Validating the migration – What To ExpectManaged Reporting – MR content • WebFOCUS 7 - legacy Publish feature 1 2 Published report was written to ibi_html/publish/{,htm} End users called the {.htm} directly

32. Validating the migration – What To ExpectManaged Reporting – MR content • WebFOCUS 7 legacy Publish feature removed BUT WAIT, what is that Publish option in WebFOCUS 8? WebFOCUS 8 Publish capability means something different. It is related to the WebFOCUS security authorization model It is used when one wants to create security rules on a WebFOCUS resource

33. Validating the migration – What To ExpectManaged Reporting – MR content WebFOCUS 7 WebFOCUS 8

34. BI Dashboard

35. Validating the migration – What To ExpectBI Dashboard • BI Dashboard content • BI dashboards will continue to run in WebFOCUS 8 with some caveats. • Some BI dashboard features have been removed • Some BI dashboard features have been implemented differently

36. Validating the migration – what to expectBI dashboards - Then and Now WebFOCUS 7 WebFOCUS 8

37. Validating the migration – What To ExpectBI dashboard content • BID Features that are removed in WebFOCUS 8 and documented in the WebFOCUS 8 Upgrade Considerations and Release Notes. • Role tree • WebFOCUS 8 security model will allow for similar functionality • No migration of roletree.xml content • Dashboard Editor • Limited Functionality – some options removed • Same editor used by BI Portal • Personalize Options • Customization of Tree and Content Block colors from View Builder • BID parameters • Moved from file web.xml to configuration file webconfig.xml • Removed • USER_MAX_INACTIVE , PUBLIC_MAX_INACTIVE

38. Validating the migration – What To ExpectBI dashboard content • BID Features that are implemented differently in WebFOCUS 8 and documented in the WebFOCUS 8 Upgrade Considerations: • BI dashboard Login Pages • Different URL for BI dashboard Login page • Customizations to login pages will need to review for compatibility • Managing public user ID • Enabling WF_Public_Role • Changing default public user ID • Disabling public user • Specifying Reporting Server credentials • Replacement of scroll buttons by scroll bars for trees and blocks • Search

39. ReportCaster

40. Validating the migration – What To ExpectReportCaster – Security objects • RC security authorization rules maintained after migration

41. Validating the migration – What To ExpectReportCaster - Content • All migrated RC content are available from the Content tree • Schedules • Alert Schedules • Group BlackOutDates • Report Library reports • Categories • Domains • Distribution Lists • Access Lists • Watch Lists

42. Validating the migration – what to expectReportCaster – Content WebFOCUS7 Call ReportCaster RC Administration UI Create RC new content

43. Validating the migration – what to expectReportCaster Content Access Report Library Report Library Content Report Library Access List

44. Validating the migration – what to expectReportCaster Content – Centralized in WebFOCUS 8 WebFOCUS 8

45. Post Migration Tasks

46. Post Migration TasksMR Security Authorization - Enable User Default Role • From WebFOCUS Administration Console • Navigate to Configuration => Other • Set IBI_Enable_UDR to a value of TRUE

47. Post Migration TasksMR Security Authorization - Configure Public user ID • WebFOCUS 7 • Manage the public user ID from BI View Builder. • Change the user ID from public to named user • Set Reporting Server credentials for Reporting Server. • WebFOCUS 8 • Manage the public user ID from Administration Console

48. Post Migration TasksBI Dashboard –BI View Builder Admin permissions In BI View Builder, MR and Group administrators were able to view and add BI content to all group views. • They were not required to be members of groups to perform this function. BI View Builder Administrators WebFOCUS 7 • Migrated MR or Group administrators are not migrated into all groups. • In BI View Builder, a user that is assigned “MR and Group administrator” permissions cannot by default, view and add BI content to all group views. • Can only create group views and add BI content to Group Views for Groups they are members of. WebFOCUS 8

49. Change Management

50. Change Management WebFOCUS 8 Change Management (CM)utilities will: • Create packages for moving content between WebFOCUS 8 releases &/or WebFOCUS 8 environments. • GUI and batch utilities are planned for the GA release. • Maintain WebFOCUS 7 Change Management capabilities for: • Managed Reporting • ReportCaster • BI Dashboard • Provide additional enhancements for packaging: • Managed Reporting My Content (a.k.a. MyReports) • ReportCaster Report Library • BI portals