UCSC Data Warehouse
Report Preparation for Business Objects Migration to Version BOXI
Report Preparation for Business Objects Migration to Version BOXI
Purpose: This document is intended to help Business Objects report writers prepare their reports for migration. Included are instructions on what reports are to be store in the migration folder, how to copy reports into migration folders, how to note problem features in individual reports, and how to identify features that are known to cause problems while converting reports.
In summary, users will need to do the following steps in order to prepare their reports for migration:
· Determine which reports you can live without.
· Store copies of reports in migration folder.
· Review reports for problem features and note features in report.
· Sort modified Corporate Documents into the !Modified Corporate Documents! folder.
· Sort reports that have no issues into !Reports to Migrate! folder.
Sorting Reports Into Your Migration Folders
Located within your Business Objects documents folder is a new folder named “!Reports to Migrate!”. Place copies of all reports that you want to keep from your current account in this folder.
Within your “!Reports to Migrate!” folder is another folder called “!Modified Corporate Documents!”. Out of the reports that you want to keep, sort out reports that are based on Corporate Documents into this folder.
Within your “!Reports to Migrate!” folder is another folder called “!Ready to Migrate!”. Out of the reports that you want to keep, sort out reports that have no known features that will not convert cleanly (as described below) in this folder.
How to Copy Reports to your migration folder
· Click on the File menu, and select the Open option.
· To make a copy of your report, select report, right click on report title (on a Mac, press and hold down the Option key while you click on file) and select the Copy option from the drop down menu
· To place copy into your migration folder, right click on !Reports to Migrate! folder (on a Mac, press and hold down the Option key while you click on file) and select the Paste option from the drop down menu.
· A copy of your report should now be inside your migration folder.
Once copies of reports are placed in this migration folder, do not modify them! Continue to use your original report in your document folder.
How to Delete Reports
· To delete a report, select report, right click (on a Mac, press and hold down the Option key while you click on file) on report title and select the Delete option from the drop down menu.
· A menu will pop up asking you to confirm deleting a report. Click on the Yes button. Once you click the Yes button, the file will be deleted permanently. Be conscious of what you delete!
How to insert new tab into report and make notes
· Click on the Insert menu from the top of your menu bar.
· Click on the new report tab inserted into your report.
· Click on the Insert option in your menu toolbar, and select the Cell from the pull down menu. Move your mouse cursor down to hover over blank report page (cursor should turn into a cross shape), and click with mouse while dragging mouse to create a new cell.
· Click inside the cell you just created and type your not. To make a line of text break to the next light, press Control + Enter keys on your keyboard at the same time. When you are finished with your note, hit the Enter key on your keyboard.
Features to look for in reports
If you find any of the below listed features in your report, please create a new tab in your report and list the features.
Corporate Document with values hard coded into report prompt
Because the Corporate Documents sets will be converted and re-certified in the migration, and because of limited resources available to convert documents, we will not be converting individual Corporate Documents in users’ folders unless the reports are heavily modified.
We highly recommend that users with copies of Corporate Documents that have only been changed to have the report prompts hard coded in (org codes, dates, etc) to not place these reports in their migration folder but instead write down the prompts or take screenshots for reference, and download a fresh copy in the new environment and re-code them.
If you have heavily modified Corporate Documents that you want to save, place reports in the folder labeled “Corporate Documents” and the Data Management team will review to determine best method to migrate these reports.
Folds
How to identify: Open the View menu and make sure that the Outline option is checked. Click on object in report, look for arrows and brackets on left of report as show in screenshot below.
Unfolded report / Folded reportDoes this feature exist in the new environment?: No. All folds will be unfolded into complete list.
Solution: Note feature in report and the reason why the data is folded. Is it because there is summing being performed on the data? If this is the case, the sum can be created in the new environment without needing these folds.
Breaks with multiple objects
How to identify: Click on a break object in report. Go to the Format menu and select Breaks to open the breaks menu. Look for break levels with multiple objects, as show in screenshot below.
Does this feature exist in the new environment?: No, but new versions handles multiple objects at same break level in a different way that avoids multivalue errors.
Solution: Note feature in report, and the Data Management team will review to determine the best migration method for this report.
Refresh on open
How to identify: When report is opened, it immediately displays report prompt.
Does this feature exist in the new environment?: Yes. However, this feature slows down report migration efforts, and should be turned off.
Solution: Save a new copy of the report by going to the File menu, selecting Save As, pushing the Options button, and uncheck the Refresh a Document When Opening option. Reset this features in new environment once report is migrated.
User Defined Objects
If you know you have created desktop user defined objects (*.UDO file extension) in your report, contact the Data Management team to have the object added to the universe.
Hide Object
How to identify: Click on the Format menu, select Table, and pick the Pivot tab. Hidden variables in the reports are ghosted in the right hand column
Does this feature exist in the new environment?: No. Hidden objects are dropped from the report page during the migration process, which may break any logic relying on that object.
Solution: Users will need to “unhide” the objects before migration.
Inserted MS Word (OLE) or Picture (TIFF) formats
How to identify: When right-clicking on objects in report, pull down menu options will change to give options on bitmap or Word documents
Does this feature exist in the new environment?: No
Solution: Note feature in report, and have the MS Word or TIFF file available. Data Management team can convert file to a bitmap and insert into report.
Page Setup
Margins and page formatting details may be dropped during report migration.
Does this feature exist in the new environment?: Yes
Solution: Reset margins and formatting once reports are migrated to new environment.
Need help? Contact Data Management at or 459 5083
Author: Georgina Chang Page 6 of 9 Last Edited: 4/2/2009