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Upgrading to ShowCase Suite 7'0

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Upgrading to ShowCase Suite 7'0 – PowerPoint PPT presentation

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Title: Upgrading to ShowCase Suite 7'0


1
Upgrading to ShowCase Suite 7.0
2
Agenda
  • ShowCase Suite 7.0 Overview
  • Upgrade considerations for
  • Essbase
  • Analyzer
  • ShowCase Suite base
  • Query, Report Writer, Warehouse Manager,
    Warehouse Builder
  • Enterprise Reporting

3
ShowCase Suite 7.0
  • Essbase 7.1
  • Increased scalability, shorter maintenance cycle
  • Analyzer 7.01
  • Enhanced design and usability, additional
    relational options
  • Enterprise Reporting 7.0
  • Flexible scheduling and security, additional
    charting options

4
ShowCase Suite 7.0
  • ShowCase Suite package now contains 4 CDs
  • ShowCase Suite Essbase 7.1 Server
  • ShowCase Suite Essbase 7.1 Client
  • ShowCase Suite Analyzer 7.01
  • ShowCase Suite 7.0
  • Warehouse Manager, Query, Report Writer,
    Enterprise Reporting, Warehouse Builder
  • Optional CD Enterprise Reporting for Windows
    separate package

5
Upgrading to ShowCase Suite 7.0
  • Currently at ShowCase Suite 4.5?
  • Order of upgrade is important
  • Upgrade to Essbase 7.1
  • Migrate to Analyzer 7.01
  • Upgrade base ShowCase server and clients to 7.0
  • Support ends in March 2006
  • Currently at ShowCase Suite 6.5 or 6.51?
  • Ability to upgrade one component at a time
  • i.e. upgrade to Analyzer 7.01 and keep base
    SCServer and Essbase at 6.5x levels
  • Essbase 7.1 upgrade
  • need time for converting apps
  • Analyzer 7.01 upgrade
  • no migration, install over the top

6
iSeries Requirements
  • V5R1, V5R2, and V5R3 (6.50.100/6.51.010)
  • JDK 1.4
  • Toolbox for Java
  • Qshell Interpreter
  • IBM Host Servers - SIGNON, SRVMAP
  • Latest Java and Database Group PTFs
  • System value QALWOBJRST ALL or ALWPGMADP
  • Requirements must exist on system BEFORE
    attempting to install
  • Install will fail if requirements are not met.

7
Licensing Requirements
  • Query, Report Writer, Warehouse Manager, and
    Warehouse Builder
  • Licenses are the same for versions 4.0-7.0
  • If at STRATEGY 4.5
  • Enterprise Reporting now has 4 passwords
  • Enterprise Reporting Server
  • Orion Application Server
  • Report Designer
  • Composite Documents
  • Analyzer 7.01 has a different password.
  • Contact Customer Service
  • 1(800)521-1337 or email service_at_spss.com.
  • Have company information and system information
    ready.

8
Essbase 7.1
9
Essbase 7.1 Breakthrough performance and
scalability
  • New Aggregate Storage Option
  • For large, sparse databases
  • More dimensions and more details
  • Reduced load and calc time
  • Reduced space
  • Easier to manage
  • Essbase Administration Services
  • Graphical interface for administrators and
    developers
  • Visual Explorer
  • Advanced Analysis
  • Data mining framework
  • Triggers

10
Essbase 7.1Essbase Administration Services
  • Replaces Application Manager
  • Graphical interface for administering and
    developing applications

11
Essbase 7.1 Upgrade Considerations
  • Upgrade process
  • Installation in test library recommended
  • Make sure to install latest server patch BEFORE
    starting servers
  • Application conversion affects all applications
  • 5 minutes per 2GB page file
  • Things to think about
  • Allow enough time connections to server not
    allowed while conversion is running
  • Set applications/database to not auto-start if
    you dont want all to convert at once
  • Need enough space to hold a copy of largest
    application
  • Clear data if possible
  • Consider restructuring databases that cant be
    cleared

12
Essbase 7.1Converting Applications to ASO
  • Not all applications need to be converted when
    you upgrade
  • Not all applications are suitable
  • Limitations
  • Write back, calc scripts, dynamic time series
    (DTS), expense tags
  • Supported in 7.1.3 (Dec 2005)
  • Shared members, formulas in non-account
    dimensions, calc order
  • Combine ASO and BSO with partitioning
  • Conversion wizard is available
  • Most outlines will require changes
  • Formulas need to be converted to MDX
  • Training HIGHLY recommended

13
Essbase 7.1Aggregate Storage Differences
  • No dense/sparse specification
  • All data is loaded at level 0
  • Formulas
  • Written in MDX
  • All are dynamic
  • Changes to cube creation process
  • Most changes to outline clear all data
  • Load using load rules cube is usable but
    queries slow
  • Materialize aggregations stores some
    aggregations, speeds up queries

14
Essbase Upgrade 7.1 Summary
  • Plan enough time for the upgrade
  • Conversion takes time and planning can help
  • New Administration Services
  • Replaces Application Manager
  • New Aggregate Storage Option
  • Significantly reduce calc times and space
    requirements
  • Not all applications are suitable
  • Convert applications when you are ready
  • Patch 3 contains Essbase 7.1.3
  • Shared members, formula enhancements
  • Resources
  • ShowCase Essbase 7.1 Upgrade Guide
  • ShowCase Essbase 7.1 Installation Quick Start
  • ShowCase Essbase 7.1 Installation Guide (.pdf)

15
Analyzer 7.01
16
New User Interface
17
Creating Reports
The Design Report option takes users into a new
Design mode where they can customize report
layout design to suit their specific needs.
18
Designing Reports
19
Traffic Lighting
20
Printing
Header Footer options allow users to include
relevant contextual information in their
printouts.
Scaling options allow users to fit a report to
one or more pages.
Print Preview allows users to see exactly how
their printed report will look.
21
User Preferences
Users with appropriate authority can define new
database connections directly from the browser
client, which removes dependency on
administrators when creating reports.
22
Administration
23
Analyzer 7.01 EnhancementsEase of Use Enhanced
Report Design
Analysis Tools Manager
Dependant subscription controls
24
Analyzer 7.01 Relational Access
  • SQL Grid
  • Link with multi-dimensional views

25
Analyzer Upgrade Considerations Migration paths
  • STRATEGY 4.5
  • Upgrade Essbase first to Essbase 6.51 or
    Essbase 7.1
  • New Analyzer license key is required
  • Install Analyzer 7.01, run in parallel with
    Analyzer 4.5
  • Migrate views and forms
  • Upgrade to ShowCase Suite 7.0
  • ShowCase Suite 6.5 or 6.51/Analyzer 6.21
  • Upgrade to Analyzer 7.01 no migration
  • Dont need to upgrade ShowCase Suite base or
    Essbase at the same time

26
Upgrading Analyzer from STRATEGY 4.5
  • Mixed Environment
  • Essbase 7.1
  • Analyzer 7.01
  • New library, separate repository
  • Until migration complete
  • STRATEGY 4.5
  • Enterprise Reporting
  • Query / Report Writer
  • Warehouse Builder
  • Analyzer 4.5

27
Analyzer Migration from STRATEGY 4.5
  • Save server information from STRATEGY 4.x library
    into a SAVF
  • SAVSRVRINF SRVRLIB(library name) DEVICE(SAVF)
    SAVF(save file name) INFTYPE(AOS)
  • DMPAOS command
  • Used to control what gets migrated
  • MIGAOS command
  • Migrate users, groups, views, forms and databases

28
DMPAOS Command
  • Creates MIGRATE file in ANZSERVER library
  • Lists errors, warnings and successes

29
MIGAOS Command
Migrate AOS Repository (MIGAOS) Type choices,
press Enter. Device . . . . . . . . . . . . . gt
SCDEMO45 Name, SAVF Migrate
Users . . . . . . . . . KEEP
KEEP, REPLACE, NONE Migrate Databases .
. . . . . . KEEP KEEP,
REPLACE, NONE Migrate Reports . . . . . . . .
KEEP KEEP, REPLACE,
NONE Use DMPAOS results . . . . . . . NO
YES, NO Include Objects with
Warnings . YES YES,
NO Bottom F3Exit F4Prompt F5Refresh
F12Cancel F13How to use this display
F24More keys
30
Migration considerations
  • Essbase servers and applications must be running
    while migration tool is running
  • Mapping to new Essbase server
  • Members must exist in order for forms/views to
    migrate
  • Data models
  • Must be saved after STRATEGY 4.5 patch 1 or
    migrated using migration tool
  • Authorities to views need to be reassigned
  • New settings for report groups, user groups.

31
Migration Restrictions
  • Does not migrate
  • Panel borders
  • Database formatting
  • Essbase specific dimension header sorting
  • OLE controls
  • Colors and fonts may be different
  • After migration, upgrade to ShowCase Suite 7.0
  • Analyzer 4.5 repository is not available

32
Analyzer 7.01 - Summary
  • Lots of new features
  • Report design
  • Analysis tools
  • Administration
  • Relational data options
  • Migration from 4.5
  • Resources
  • ShowCase Analyzer 7.01 Installation Quick Start
    (.pdf)
  • ShowCase Analyzer 7.01 Guide (.pdf)

33
ShowCase Suite 7.0
  • Query/Report Writer
  • Warehouse Manager
  • Warehouse Builder
  • Enterprise Reporting

34
Enterprise Reporting 7.0 Enhancements
  • Enhanced report processing
  • Report Services rendering engine native OS/400
  • Minimizes need for Windows server
  • Images and charts
  • Iterative burst scheduled reports
  • Automated repository management
  • Dynamic category creation
  • Content cleanup
  • Notification services
  • Email alerts distribution of new updated
    information
  • Page Designer Relationship Manager
  • Creation of composite documents management of
    relationships for linked reports

35
Enterprise Reporting Enhancements (cont.)
  • Web-enabled Query Excel Add-ins
  • Browser-based access to interaction with
    spreadsheets for information consumers
  • Role-based security
  • Customized permissions for users groups
  • HTML text query strings
  • Inclusion of HTML elements controls in report
    results
  • Interaction with control of the reporting
    server via URL query strings

36
Client compatibility
  • 7.0 Server
  • 4.5, 6.5, 6.51 and 7.0 clients for Q/RW
  • 7.0 client required for Warehouse Manager and
    Warehouse Builder
  • 7.0 Reports cannot be opened by previous clients.

37
Client Install Migration Process
  • Automigrate tool is available to upgrade Queries
    and Reports to 7.0
  • Opens and saves the Query/Report to the 7.0
    format.
  • Does not execute may be an issue with Report
    Writer and charts.
  • Reports need to be executed as well to setup
    charts properly.
  • If saved without executing, they are still not
    Report Services compatible.
  • Objects must be saved to the ShowCase Server.
  • Datasource must exist on PC performing
    automigrate.

38
Client Install Migration Process
39
Client Install Migration Process
40
Host Install Requirements
  • Enterprise Reporting Requirements
  • IBM Host Servers
  • Orion Installation Key
  • PASE (Portable Application Solutions Environment)
  • Required for VIZML Charting for Reports
  • Not supported for V5R1
  • If found on V5R2 or V5R3, our servers will start
    up and set a flag. At runtime Report Services
    will check for this flag. If not found, Reports
    will be processed by the Enterprise Server PC.

41
Host Install Migration Process
  • If installing into a new library
  • SAVSRVRINF and RSTSRVRINF commands can be used to
    migrate information.
  • If upgrading an existing ShowCase Server library
  • Run SAVSRVRINF before upgrade.

42
ShowCase Suite 7.0 Summary
  • New Enterprise Reporting features
  • Migration tool to upgrade reports to 7.0 format
  • Resources
  • ShowCase Suite 7.0 Installation Quick Start
    (.pdf)
  • ShowCase Suite Upgrade Guide (.pdf)
  • ShowCase Suite 7.0 Enterprise Reporting
    Administrator's Guide (.pdf)

43
Summary
  • ShowCase Suite 7.0
  • Essbase 7.1
  • Increased scalability, shorter maintenance cycle
  • Analyzer 7.01
  • Enhanced design and usability, additional
    relational options
  • Enterprise Reporting 7.0
  • Flexible scheduling and security, additional
    charting options
  • New packaging
  • Upgrade process order of installation
  • System requirements
  • Migration
  • Resources
  • http//support.spss.com/tech/SPSSSC/All/StrategyMa
    nuals.asp

44
Questions??
45
Services Packages
  • Upgrade ShowCase Suite base
  • Q/RW, Warehouse Manager server 2 days
  • Enterprise Reporting additional 1-2 days
  • Includes training on new features and assistance
    in implementing scheduling and security
  • Upgrade to Analyzer 7.01
  • From Analyzer 6.21 1 day
  • From Analyzer 4.5 2-6 days
  • Depends on migration needs and number of forms
  • Upgrade to Essbase 7.1
  • Upgrade only 3-4 days
  • Includes training on new features
  • Esscmd to MAXL conversions additional
  • ASO evaluation 1-2 days
  • ASO conversion 2-5 days per application
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