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WebFOCUS 8: Best Practices for Migration

WebFOCUS 8: Best Practices for Migration . Lori Pieper Indianapolis User Group Meeting July 25, 2012. Agenda. What makes WF8 migration so different? Upgrade Path for WebFOCUS Product Components Planning the Upgrade Migration Strategies and Considerations Migration workflow

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WebFOCUS 8: Best Practices for Migration

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  1. WebFOCUS 8: Best Practices for Migration • Lori Pieper Indianapolis User Group Meeting July 25, 2012

  2. Agenda • What makes WF8 migration so different? • Upgrade Path for WebFOCUS Product Components • Planning the Upgrade • Migration Strategies and Considerations • Migration workflow • Validating the migration – what to expect • Post Migration Tasks

  3. What makes WF8 migration so different?

  4. What makes WF8 so different? • Architecture overhaul • New security – very granular • Consolidation of WebFOCUS Client objects • One place to log in for both users and administrator • Report Caster and Library • WF Client content and security held in relational database repository • Business Intelligence Portal • Allows for more flexibility in both development and the end user experience

  5. WF8 Content - New Look New Content Migrated Content

  6. Granular Security - Permission Sets

  7. Some WF “Default” Permission Sets

  8. WF8 Repository • Report Caster tables named the same, but have added new key fields. • MR RDBMS Authorization tables replaces by “UOA” tables.

  9. Upgrade Path for WebFOCUS Product Components

  10. Planning the UpgradeUpgrade path for WebFOCUS product components

  11. Planning the UpgradeUpgrade path for WebFOCUS product components

  12. Planning the UpgradeUpgrade path for WebFOCUS product components

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

  14. 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

  15. Validating the migration – What To ExpectManaged Reporting – MR content WebFOCUS 8 Publish capability means something different. It is related to the WebFOCUS security authorization model . It is used when one wants to make a WebFOCUS resource available to others.

  16. Planning the Upgrade – Migration Strategies and Considerations

  17. Planning the UpgradeMigration Considerations Security has changed significantly • Evaluate current MR users/groups/roles/privileges and decide: • Do not migrate and start from scratch? • 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. NOTE: For LDAP shops: WebFOCUS8 provides a better way to leverage groups defined LDAP/AD.

  18. Planning the UpgradeMigration Considerations • WebFOCUS 8 upgrade may be an opportunity to “clean house”: • Conduct an inventory of applications/report usage: • Utilize Resource Analyzer to identify reports that: • Are never used and can be removed • Can be consolidated • Should be updated/improved to leverage WebFOCUS 8 features

  19. Planning the UpgradeMigration Strategies • Two options for Migration: • Full Migration – everything in WF7 is migrated at one time to WF8 • WF migration tool should be used • Staggered Migration – you migrate by application or instance of WF • WF migration tool may be used with separate WF installations. NOTE: The WF MR migration tool migrates everything: Users, groups, roles, domains, content …except BID

  20. Planning the UpgradeMigration Strategies For either Migration option: • If WebFOCUS 7 development is active during the upgrade, you will need to do one of the following: • Manage ongoing WebFOCUS 7 development during upgrade: • intermediate WebFOCUS 8 environment – move as developed • manual tracking, logging and promotion of changes • Lockdown all new WebFOCUS development until everything is migrated. • This option ensures nothing gets lost. Remember “development” includes users creating “My Reports”

  21. Managing ongoing development during upgrade….or an option for “cleaning house” • 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

  22. Migration workflow

  23. Migration workflow • Migration Utilities • WebFOCUS 8 is packaged with a number of migration utilities which migrate content from: • WebFOCUS Reporting Server – has not changed • Managed Reporting • Business Intelligence Dashboard • Business Intelligence Dashboard Favorites/Mobile Favorites • ReportCaster

  24. Migrating earlier releases to WebFOCUS 8 • WebFOCUS 8 migration supports: • Managed Reporting migration from Release 7.6.x and 7.7.x to Release 8 • Business Intelligence Dashboard (BID) migration from Release 7.6.x and 7.7.x to Release 8 • ReportCaster migration from Release 7.6.x to Release 8 • For WebFOCUS versions 4.x, 5.x or 7.1.x, it is best to migrate to the latest 7.6.x or 7.7.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.

  25. 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?

  26. Migration workflow 1 2

  27. Validating the migration – what to expect

  28. Managed Reporting

  29. 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) • MR security authorization rules are maintained with UDR • The concept of the role being attached to a user is mimicked in WF8 using User Default Role (UDR). • Designed to simplify the migration process and provide customers with an optional starting point in WebFOCUS 8.

  30. 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.

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

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

  33. BI Dashboard

  34. Validating the migration – what to expectBI dashboards –vs- BI Portals BI Dashboard BI Portal

  35. Validating the migration – What To ExpectBI Dashboard • BI Dashboard content – copied, not converted to WF8 BI Portal • BI dashboards will continue to run in WebFOCUS 8 with some caveats: • Some BI dashboard features have been removed, for instance: • “redirect” on logout is no longer “by view” but is now a global setting. • Some BI dashboard features have been implemented differently: • “Domain Tree” is now the “Resource Tree” • “Role tree” would now be handled through the WF8 security layer

  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 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

  38. ReportCaster

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

  40. Validating the migration – What To ExpectReportCaster - Content • All migrated Report Caster and Report Library content are available from the “Content Tree” • Schedules • Alert Schedules • Group BlackOutDates • Distribution Lists • Access Lists • Watch Lists

  41. Validating the migration – What To ExpectReportCaster - Content • Migrated Report Caster schedules will be in Content  Report Caster • Distribution lists, etc., - in separate folders under Report Caster • Migrated Library output will be found in the content tree based upon their output options: • Content  Library Content  Category – if this was from the reporting server schedule • Content  Domains  Category – if this was from the MR Domain schedule NOTE: For new schedules and library content, you can put these anywhere for which you have the proper permissions.

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

  43. Validating the migration – what to expectReport Library Content - WebFOCUS 7 Access Report Library Report Library Content Report Library Access List

  44. Validating the migration – what to expectReportCaster Content – Centralized in WebFOCUS 8 WebFOCUS 8 Report Library Content – From MR Report Report Library Content – From APPS Folder Report Caster Content

  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. Thank you for attending our session

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