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M i g r a t i n g 3 x t o 7 0 B E x We b R e p o r t s a n d t h e WA D
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Because the technologies that support the 3x and 70 WAD templates, respectively, are completely separate but support the same template in both 3x and 70 the WAD templates can be migrated multiple times The process of migrating BEx workbooks is outlined in Table 8-3 We haven t worked through a detailed analysis of the migration strategy for workbooks in this chapter, but this step-by-step process will give you some ideas and topics to discuss and review before you start the migration process with your BEx workbooks It is important to review the extent that complex programming was done in the BEx Workbook such as VBA and complex macros
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Description of the Task (Initial Steps for Workbook Migration: System Setup) Open an Excel spreadsheet and go to the option toolbar and using the context menu go to Tools | Macros | Security Make sure that the security option is set to Low This will allow basic VBA to be migrated along with the workbook Still in the Security dialog box of the Excel spreadsheet, turn on the option Trusted Publishers by checking the box Trusted Access to Visual Basic Project Close the Security dialog box and proceed with the migration process If these two steps are not completed, the workbook migration will fail Description of the Task (Migration of the BEx Workbooks) Confirm that the workbook you are migrating exists by finding the description of the workbook to migrate Check if there are any nonconforming objects that is, VBA programs in the workbook Document this in the Migration Document As previously mentioned, if there is complex VBA in the workbook, it would be safe to create a copy of the workbook prior to migration so that a consistent backup is available Open the BEx workbook in the 70 version of the BEx Analyzer A message will appear confirming that this workbook will be converted to 70 upon opening Confirm that there are no messages generated with errors (see the bottom status bar line for messages access them by double-clicking them) If the migration is successful, execute the workbook and execute several navigational steps Also vary the values entered into the variable screens to confirm that the workbook is consistent and valid The testing process should be at least three different navigational processes Document the results in the Migration Document (for example, change the values of the variables, use the context menu of either the characteristics or key figures to navigate, drag and drop a characteristic into the report, execute Export to Excel and confirm the results) Close the workbook and exit the workbook itself Then reopen the workbook and execute with different parameters to validate the consistency of the format Document this process in the Migration Document Close the workbook to complete the migration
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TABLE 8-3 Steps in the Migration of BEx Workbooks (continued)
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Steps If Migration Fails (Workbooks Present Issues Due to Amount of VBA Assigned to Each Workbook) Identify the error message if possible (such as VBA was not converted, etc) and review if it can be fixed immediately If the error can be fixed, continue with the migration steps If not, document the error and open a help desk message and cc the responsible person Since the workbook can be re-migrated, execute the migration process again If the errors can t be corrected, then decide whether the workbook should be migrated at this time and if resources are available to rebuild the portion of the workbook that has been corrupted
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TABLE 8-3 Steps in the Migration of BEx Workbooks (continued)
Summary
This chapter provided a basic review of the overall migration process and concepts in the NW BI 70 frontend, from the high-level discussion of the concepts down to the very detailed discussion about how to migrate the report variants Migration definitely poses some challenges, the hardest of which is the initial discussion of why and what reports should be migrated The normal thought would be to immediately think that all reports, both the Web and the Analyzer reports and workbooks, should be migrated since the backend is going to 70 and the directive for configuration in the BI 70 might be that all architecture is to go with 70 and question the reason for any 3x configuration (except for the required 3x configuration around certain datasources and infosources such as inventory datasources) This approach would be foolhardy and cause quite a bit of frustration and confusion So, after this initial reaction, you should sit down and develop a reporting strategy for the actual reports that you will migrate We didn t really get into the migration of the BEx Analyzer queries or workbooks, so you will need to do some further research on that side to decide what to migrate Just remember about the VBA within the workbooks and test the migration with the VBA first before you move forward with your entire workbook group You may find that you need an additional resource to help with the fixes on the VBA programs that have been used or you may decide that a phased approach is better due to the additional work required Now that this critical decision was made we then worked through all the basic steps and some more advanced steps for the migration process The success of your migration process really depends on the business users reaction to all the new functionality and the changes to the old functionality that will affect how they work The decision and process of migrating the Web-based reports is a bit more straight forward than the decision about migrating the BEx Analyzer side, but in both cases the migration process should work nicely, and with the appropriate amount of testing and training, you will have a very successful process
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