SAP Business objects Enterprise XI 3.0 Import Wizard Guide

BusinessObjects Enterprise XI 3.1 Import Wizard Guide

BusinessObjects Enterprise XI 3.1

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2008-09-03

Getting Started 7Chapter 1

Import Wizard concepts 11Chapter 2

Importing objects.......................................................................................12

Security migration overview.......................................................................13

Delegated administration...........................................................................14

Life cycle management..............................................................................15

Chapter 3

Importing information From Crystal Enterprise or BusinessObjects Enterprise 17

What kinds of objects can be imported?....................................................18

Importing users and groups.......................................................................19

Importing folders........................................................................................20

Importing report objects.............................................................................21

Importing rights..........................................................................................22

Importing events, servers, and server groups...........................................22

Importing Information From BusinessObjects 5.x or 6.x 25Chapter 4

Before importing from BusinessObjects Enterprise 5.x/6.x.......................26

Ensure that you have appropriate rights..............................................26

To map the Import Wizard to Inbox and personal files.........................26

Export locally stored objects.................................................................27

Back up your source repository............................................................27

Importing objects from BusinessObjects Enterprise 5.x/6.x......................27

What kinds of objects can be imported?..............................................27

Security migration options....................................................................28

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 3

Contents

BusinessObjects documents................................................................30

Folders, domains, and categories........................................................32

Connections.........................................................................................33

Universes and universe connections...................................................35

Application Foundation objects............................................................37

Third-party documents.........................................................................37

Using the Import Wizard 39Chapter 5

Specifying the source environment...........................................................40

To specify BusinessObjects 5 or 6 as a source environment...............41

To specify an Application Foundation source.......................................42

To specify Crystal Enterprise 9 as a source environment....................42

To specify Crystal Enterprise 10 as a source environment..................43

To specify BusinessObjects Enterprise XI or XI Release 2 as a source

environment..........................................................................................43

To specify a BusinessObjects Enterprise XI 3.x source environment...44 To specify a Business Intelligence Archive Resource file as a source

environment..........................................................................................44

To specify a Text file as a source environment.....................................45

Specifying the destination environment.....................................................45

To set the destination environment......................................................47

Selecting objects to import.........................................................................47

Selecting an import scenario.....................................................................48

To select an import scenario when importing from BusinessObjects or XI

3.x.........................................................................................................49

To select an import scenario when importing from other versions.......53

Selecting incremental import options.........................................................56

Selecting security migration options .........................................................58

Selecting specific objects to import...........................................................59

To select users and groups..................................................................59

To select group import options.............................................................60

4 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Contents

To populate database credentials for users.........................................60

To select access levels.........................................................................61

To select categories..............................................................................61

To select folders and objects................................................................62

To select application folders and objects..............................................62

To select import options for universes and connections.......................62

To select universe folders and universes.............................................64

To select import repository objects options..........................................65

To select import options for publications..............................................65

To select remote connections and replication jobs...............................66

To select personal documents and inbox documents..........................66

To select Broadcast Agent Publisher External Users and Groups.......66

To select Broadcast Agent Publisher Publications...............................67

To select Broadcast Agent Publisher Profiles......................................67

To select domains and documents.......................................................67

To select locales and platform options ................................................68

Finalizing the Import..................................................................................69

Free disk space warning......................................................................69

Preparing for import..............................................................................69

Completing the import..........................................................................69

Updating imported events..........................................................................71

Using text files with the Import Wizard 73Chapter 6

Text file format...........................................................................................74

Importing users, groups and profiles.........................................................74

Example Group record...............................................................................76

Importing data source credentials.............................................................77

Backing up and restoring server configuration settings 79Chapter 7

To back up server configuration settings to a BIAR file.............................81

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 5

Contents

To restore server configuration settings.....................................................81

Restoring server configuration scenarios.............................................83

To import nodes from one cluster to another ............................................93

Life Cycle Management 95Chapter 8

Promoting report objects............................................................................98

To promote report objects with existing universes.............................100

To promote report objects with new business views..........................101

To promote report objects with existing business views.....................102

Promoting universes and universe connections .....................................103

To promote universes and universe connections...............................103

Promoting users, groups, and object rights.............................................104

To promote new users and existing groups........................................105

To promote new groups with existing users.......................................106

To promote new object rights for existing users and groups..............107

Get More Help 109Appendix A

Index 113

6 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Getting Started

The Import Wizard provides a series of screens that guide you through the process of importing and exporting Business Intelligence content such as user accounts, groups, folders, reports, universes, security, servers, and other objects. Various dialog boxes may appear depending on the source environment and the types of information that you choose to import.

You can use the Import Wizard to import content from BusinessObjects, Crystal Enterprise, or BusinessObjects Enterprise into your current BusinessObjects Enterprise deployment. You can also export content from a BusinessObjects Enterprise XI 3.x deployment to a Business Intelligence Archive Resource (BIAR) file, or import content from a BIAR file to your BusinessObjects Enterprise XI 3.x deployment.

You can choose to merge the contents of the source repository into the destination repository, or you can update the destination with the contents of the source CMS. You may also choose to import from or export to BIAR (Business Intelligence Archive Resource) files.

You can also use the Import Wizard to back up XI 3.x server configuration settings to a BIAR file, and restore server settings from an XI 3.x BIAR file to an XI 3.x deployment.

Note:

Business Objects does not support moving Business Intelligence (BI) content from a recent version of BusinessObjects Enteprise to an earlier version of the same release using BIAR files, the Import Wizard, or any other Business Objects Life Cycle Management (LCM) Tool. For example, reports, documents, and any other content from a BusinessObjects Enterprise XI Release 2 SP3 system cannot be moved to a BusinessObjects Enterprise XI Release 2 SP2 environment.

Before starting this procedure, ensure that you have the Administrator account credentials for both the source and the destination environments. You can use a Delegated Administrator account for an XI 3.x source or destination environment.

The overall process is divided into the following general procedures:

1. Specifying the source environment.

2. Specifying the destination environment.

3. Selecting the types of objects to import.

4. Selecting an Import Scenario, which determines whether to merge or

update the objects that you import.

8 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

5. Selecting the specific objects to import.

Getting Started

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 9

Getting Started

10 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Import Wizard concepts

Importing objects

When importing objects from a BusinessObjects 5.x, 6.x, Crystal Enterprise 10, or Business Objects XI, XI Release 2, or XI 3.x source environment, you can specify what you want the Import Wizard to do when it finds objects on the source and destination environments with the same name and path or the same CUID.

Note:

When you are importing objects from Crystal Enterprise 9, the Import Wizard uses the objects' CUID to identify matching object. It automatically renames any source object that already exists on the destination environment, by appending a number to the end of the name.

Importing objects from BusinessObjects 5.x, 6.x, or XI 3.x

When you are importing from a BusinessObjects 5.x or 6.x environment, or from an XI 3.x source environment, you can choose to match objects by name and path or by CUID. When you choose to match objects by CUID, and the Import Wizard finds a matching object, you choose one of the following:

• Update the destination object, and in case of a name conflict, rename the

object.

• Update the destination object, and in case of a name conflict, do not

import the object.

• Do not import the object.

When you choose to match objects by name and path, and the Import Wizard finds a matching object, you can choose one of the following:

• Keep the destination object and import a renamed copy of the object.

• Update the destination object.

• Do not import the object.

Importing objects from other versions

When you are importing objects from Crystal Enterprise 10, Business Objects XI, or XI Release 2, you can merge the source system with the destination system, or update the destination system.

12 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Import Wizard concepts

Security migration overview

When you merge the environments, the Import Wizard uses the name and path of the source objects to determine whether those objects already exist on the environment. The Wizard adds all of the selected objects from the source to the destination CMS without overwriting objects in the destination environment. All of the objects in the destination environment are preserved.

When you update the destination environment, objects in the source are added to the destination CMS. If a source object has the same unique identifier as an object in the destination environment, the destination object is overwritten. If you do not want the Import Wizard to overwrite objects on the destination on the "Incremental import" screen, you can choose to not overwrite existing objects, rights, groups, and group memberships. In this case, the objects that already exist on the destination are not overwritten by the selected source objects.

If you are updating the destination environment and the Import Wizard finds an object on the destination with the same name and path as an object that you are importing but a different CUID, you have the option to Automatically

rename objects if an object with the same title already exists in the destination folder. If you choose this option, the Import Wizard renames

the source object and imports it. If you don't choose this option, the Wizard does not import the source object.

Incremental import options

If you are updating objects that already exist on the destination environment, you can choose appropriate incremental import options. These provide you with options to overwrite or not overwrite objects, universes, universe connections, user and group membership, and object rights. For example, even though you choose to update and overwrite report objects, you can decide to not overwrite the universes and universe connections that your reports use.

Related Topics

• Selecting an import scenario on page 48

• Selecting incremental import options on page 56

Security migration overview

When you use the Import Wizard, you can import content with or without security rights. Which of these you choose will depend on several factors. If you have a large or complex system you should consider migrating content

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 13

Import Wizard concepts

Delegated administration

without security, and then rebuilding security later using the higher degree of control available in the new environment.

You can import objects without security by importing them without any users or groups.

If you are importing content from a BusinessObjects 5.x or 6.x system, and you want to import both objects and users/groups, you can still import the objects without their rights. To do this, on the "Security Migration Options" screen, select No, don't migrate security.

If you are importing content from a Crystal Enterprise or BusinessObjects Enterprise system, and you are importing users or groups, any rights that do not already exist on the XI 3.x system will be imported. The "Import Scenarios" and "Incremental Import" screens provide you with options to overwrite rights that already exist on the destination, or to leave those rights untouched.

The import process allows you to choose whether to migrate rights exactly as they are or to allow additional rights to be added after importing.

Delegated administration

You can use delegated administration to divide administrative tasks between functional groups within your organization. For example, you may want people from different departments to manage their own users and groups.

When you use the Import Wizard, you can log into a source and destination environment for the import with an administrative account. You can also let delegated administrators that have less than full administrative access to log into XI 3.x source and destination environments and import only those users and objects that they have access to.

If delegated administrators are importing objects from an XI 3.x system, they require the View and Copy right on those objects. To import users, they require the Modify User Password right.

If delegated administrators are importing objects that don't already exist on the destination, they require the View, Copy, and Add rights on the folder or area on the destination that the objects belong to. For example, if a delegated administrator is importing Report A into Folder A on the destination, the administrator requires View, Copy, and Add rights on Folder A.

14 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

If delegated administrators are importing objects that already exist on the destination, they require the View, Edit, Copy, and Modify Rights rights on the objects. For example, if a delegated administrator is importing Report A , and that report already exists on the destination, the administrator requires the View , Edit, Copy, and Modify Rights rights on Report A on the destination.

If delegated administrators are importing users, they require the Modify User Password for those users, whether the users already exist on the destination or not.

For more information on delegated administration, refer to the BusinessObjects Enterprise Administrator's Guide.

Life cycle management

In addition to importing objects from previous versions to XI 3.x, the Import Wizard also enables you to manage the life cycle of a deployment by moving assets from one XI 3.x deployment to another XI 3.x deployment. This allows you to modify and enhance reports and other objects on, for example, a Development or Test environment, and then promote those objects to a Production environment.

Import Wizard concepts

Life cycle management

The “Life Cycle Management Scenarios” chapter of this guide presents scenarios that demonstrate how the Import Wizard can be used to promote new and existing objects to a Production environment.

Related Topics

• Life Cycle Management on page 95

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 15

Import Wizard concepts

Life cycle management

16 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Importing information From Crystal Enterprise or BusinessObjects Enterprise

What kinds of objects can be imported?

The following sections describe importing objects from a Crystal Enterprise or BusinessObjects Enterprise system to a BusinessObjects Enterprise XI

3.x system.

What kinds of objects can be imported?

The following types of objects can be imported from a Crystal Enterprise or BusinessObjects Enterprise XI, XI Release 2, and XI 3.x source environment:

• Users and user groups

• Folders and objects

• Discussions

• Universes and connections

• Inbox, personal, and corporate documents

• Third-party ("agnostic") documents (such as .pdf, .ppt, .doc, .xls, .txt, .rtf)

• Personal and corporate categories

• Calendars

• Events

• Server Groups

• Servers

The following object types can be imported from a BusinessObjects Enterprise XI 3.x source environment.

• Server intelligence objects

• Access levels

• Remote connections

• Replication jobs

Note:

• If you are importing unmanaged objects from Crystal Enterprise 9, you

must first upgrade the objects to an intermediate version and then import the objects into XI 3.x.

18 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Importing information From Crystal Enterprise or BusinessObjects Enterprise

You can use the Import Wizard to import managed objects from Crystal Enterprise 9.

• The Import Wizard does not import Olapi reports (.car files) from Crystal

Enterprise 10.

Importing users and groups

The Import Wizard imports users and groups and their hierarchical relationships. If you import a group that already exists on the destination environment, you can choose to merge the groups that exist on both the source and destination environments, or overwrite the destination group's membership with the source group's membership.

If you merge source and destination groups, the Import Wizard updates the destination's membership by adding the users who were members of the group in the source environment. These additional users are added to BusinessObjects Enterprise if their accounts do not exist already.

When you overwrite the destination's group membership with the source's group membership, the Import Wizard replaces the destination group with the source group. This means that if the destination group before the import has members that don't exist on the source group, those members are lost during the import.

Importing users and groups

To merge source and destination user groups, on the "Incremental import" screen, ensure that you clear the Overwrite group and user membership checkbox. To replace destination groups with source groups, ensure that you select Overwrite group and user membership.

User licensing can affect the behavior of the Import Wizard. If the source environment uses Concurrent licensing, the wizard imports all users as Concurrent Users. However, if the source environment uses Named User licensing, the wizard first checks the number of Named User license keys in the destination environment. If there are enough Named User licenses in the destination environment, the wizard imports all users as Named Users. If there are not enough Named User licenses in the destination environment, the wizard imports all users as Concurrent Users. For more information about licensing, see the BusinessObjects Enterprise Administrator's Guide.

Note:

BusinessObjects Enterprise XI does not include a New Sign-Up feature. However, if your Crystal Enterprise source environment includes users that

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 19

Importing information From Crystal Enterprise or BusinessObjects Enterprise

Importing folders

belong to the New Sign-Up group, the group is migrated to the destination BusinessObjects Enterprise XI environment.

Aliases

If a user in the destination system has an alias that is identical to a user who is being imported, the destination user keeps all aliases, and the imported user loses that particular alias.

Windows AD

When importing users that employ Windows Active Directory authentication, ensure that the administrative credentials are the same on both the source and destination systems. Active Directory authentication must also be enabled on the destination system.

LDAP

When importing users that employ LDAP authentication, the Host list and Base LDAP name need to be the same on both the source and destination systems. LDAP authentication must also be enabled on the destination system.

Related Topics

• Importing objects on page 12

• Selecting an import scenario on page 48

• Selecting incremental import options on page 56

Importing folders

Folders are imported, whether or not they exist already in the destination environment. To ensure that existing folders are not overwritten, make sure you choose to rename the folders on the "Import scenarios" screen

If you are importing from Crystal Enterprise 10, or BusinessObjects Enterprise XI or XI Release 2, and are matching objects by name and path, you can choose the Automatically rename top-level folders that match top-level folders on the destination system option on the "Import scenario" screen to rename the source folders when you import them. If you don't select this option, and the Import Wizard finds folders on the destination with the same name and path, the Import Wizard doesn't import the source folders.

20 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Importing information From Crystal Enterprise or BusinessObjects Enterprise

If you are matching objects by CUID, you can choose Automatically rename objects if an object with that title already exists in the destination folder. If you do not choose this option, the Import Wizard does not import the folder.

If you are importing from BusinessObjects Enterprise XI 3.x, are matching by name and path, and do not want to overwrite existing folders, on the "Import scenarios" screen select either Keep the destination object and import a renamed copy of the object or Do not import the object.

If you choose to rename folders, the Import Wizard appends a number to the end of any duplicated folder names to indicate the number of copies. For example, if you import a folder called Sales Reports when a folder called Sales Reports already exists, then the imported folder is added to BusinessObjects Enterprise with the name Sales Reports(2).

Related Topics

• Importing objects on page 12

• Selecting an import scenario on page 48

Importing report objects

The Import Wizard can import report objects, the report instances for each report object, and the scheduling patterns that you have set up in the source environment.

Supported reports are imported with their parent folders. If you do not want to overwrite existing folders on the destination, on the "Import scenarios" screen, ensure that you either choose to rename the folders from the source, or choose to not import folders. If you choose to rename the source folders, the Import Wizard appends a number to the end of any duplicated folder names to indicate the number of copies.

When you import content from one deployment to another, you can ensure that a particular user account retains ownership of its objects and scheduled instances by importing the user along with the content. If you don't import the user account, the ownership properties of its objects and instances are reset to your current administrative account.

In the SDK, ownership is reflected by an object's SI_OWNERID property and by a scheduled instances's SI_SUBMITTERID properties.

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 21

Importing information From Crystal Enterprise or BusinessObjects Enterprise

Importing rights

Related Topics

• Importing objects on page 12

• Selecting an import scenario on page 48

Importing rights

When you import folders and reports from one BusinessObjects Enterprise system to another, the associated object rights are imported for every user or group who is imported at the same time. If the user or group is not imported at the same time, or if the user or group does not already exist on the destination environment, the object rights are discarded.

If you do import the appropriate user or group, and the user or group already exists by name in the destination environment, then the corresponding object rights are imported and applied to the existing user or group.

If you are importing from a Crystal Enterprise 10 or BusinessObjects Enterprise XI, XI Release 2, or XI 3.x source environment, you have the additional option of not overwriting existing object rights on the destination environment. To do this, on the "Incremental import" screen, ensure that you clear the Overwrite object rights checkbox.

Related Topics

• Importing objects on page 12

• Selecting an import scenario on page 48

• Selecting incremental import options on page 56

Importing events, servers, and server groups

When you use the Import Wizard to import information from a Crystal Enterprise 9 or later system, you have the additional option to import events, servers, and server groups from the source environment.

The Import Wizard lets you import servers and server groups. If you choose to import a server group without importing the servers in the group, the Import Wizard does not import the servers. You can also manually add servers to the imported group in the Central Management Console (CMC).

22 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Importing information From Crystal Enterprise or BusinessObjects Enterprise

Importing events, servers, and server groups

For more information see the BusinessObjects Enterprise Administrator's Guide.

Note:

• When importing report objects associated with a server group, if the server

group exists on the destination system, the report objects are added to the existing group and the source system's server group is not imported.

• If you have jobs scheduled or pending on a server or server group that

you are importing, you might notice odd behavior on the destination system with the individual jobs involved until they run or time out.

Objects that have server group restrictions lose the restrictions if the objects are imported and the server group is not. For example, if a report is scheduled to run only under server group A and that server group is not imported, the report loses that restriction and will run under any server group. You need to import the server group at the same time as the objects that use it to keep the relationship between them.

The same logic applies for events: if an object is set up to wait for an event or to trigger an event, you need to import the event at the same time as the object. Otherwise, the object is imported without the dependency and no longer waits for, or triggers, the event.

Note:

• If Event A is being imported from the source system but there is already

an Event A on the destination system, and it is a different type (for example, a File event instead of a Custom event), the wizard removes the dependency on Event A from the object when it is imported.

• Events are based on Event Servers. Because servers are not imported

from previous versions of BusinessObjects Enterprise, if you are importing events, you must run an EventUpdater script to associate the events with new event servers after you complete the import process. For more information, see Updating imported events on page 71.

After you use the Import Wizard to import events to a destination environment, you must run the EventUpdater script to associate the imported events with the destniation Central Management Server (CMS).

Related Topics

• Backing up and restoring server configuration settings on page 79

• Updating imported events on page 71

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 23

Importing information From Crystal Enterprise or BusinessObjects Enterprise

Importing events, servers, and server groups

24 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

Importing Information From BusinessObjects 5.x or 6.x

Before importing from BusinessObjects Enterprise 5.x/6.x

The following sections describe importing objects from a BusinesObjects 5.x or 6.x system to a BusinessObjects Enterprise XI 3.x system. For more information, see the BusinessObjects 5/6 to XI 3.1 Migration Guide.

Before importing from BusinessObjects Enterprise 5.x/6.x

Ensure that you have appropriate rights

Make sure you have the following rights:

• In version 6.x, you must have a General Supervisor profile.

• In XI 3.1, you must belong to the Administrator group in the CMS.

• To import any resource into the CMS, you must have the rights needed

to add objects to the destination folder to which the resource is assigned.

To map the Import Wizard to Inbox and personal files

On the Import Wizard machine, map the drives to the source environment directories containing the deployment's .key files, personal documents, categories, and users' Inboxes:

• $INSTALLDIR\locData for access to 5.1.x .key files

• $WISTORAGEDIR\user if you are importing personal documents and

Importing objects from BusinessObjects Enterprise 5.x/6.x

• $INSTALLDIR\nodes\<nodename>\<clustername>\storage\mail if you

are importing the read content of users' Inbox folders

Export locally stored objects

Objects that you are planning to import to the destination environment using the Import Wizard must reside in the version 6.x repository.

If objects are stored locally on users' computers, you must make sure the users export the objects to the repository before you begin the import.

Tip:

Create a specific category to store local content.

Back up your source repository

Business Objects strongly recommends backing up your 6.x source repository before beginning the migration.

In addition, it is good practice to run the Import Wizard on a copy of the source repository, and not on the production version. If you follow this practice, make sure that you point all the domains to the copied repository, so that the domains are no longer associated with the original (production) repository.

Importing objects from BusinessObjects Enterprise 5.x/6.x

What kinds of objects can be imported?

The following types of objects can be imported from BusinessObjects 5.x and 6.x using the Import Wizard:

• Users and user groups

• Universes and connections

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 27

Importing Information From BusinessObjects 5.x or 6.x

Importing objects from BusinessObjects Enterprise 5.x/6.x

• Stored procedures

• Inbox, personal, and corporate documents

• Third-party ("agnostic") documents (such as .pdf, .ppt, .doc, .xls, .txt, .rtf)

• Personal and corporate categories

• Broadcast Agent Scheduler tasks that are supported in XI 3.x

• Application Foundation 6.x objects

• Third-party documents used by Application Foundation objects (includes

.svg, .xml, .swf, .csv, .gif, .jpg, .bmp, and .png)

• Broadcast Agent Publisher publications, profiles and external users

Potential limitations

In the current version, the Import Wizard does not import:

• Business Objects Services Administrator settings

• Administration Console settings

• Web Intelligence OLAP

• Custom applications and interfaces created using the SDK

• Broadcast Agent Scheduler tasks that are not supported in XI 3.1

• BusinessObjects Auditor

• InfoView personal settings

• some user settings, such as timestamps

• BusinessQuery

Security migration options

Security in XI 3.1 contains greater complexity and finer-grained control compared to previous versions. Because of this, for large or complex deployments we recommend that you migrate your BI content without migrating its security, and then rebuild security in the new environment.

28 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

You can import objects without security simply by importing them without any users or groups.

If you want to import both objects and principals at one time, however, you can still import the objects without their rights by choosing the appropriate option in the Import Wizard's Security Migration Options dialog box.

When you select users/groups to be imported, rights may be imported as well:

• If you have selected objects as well, users' rights on these objects will be

imported.

• Rights on applications, such as InfoView and Web Intelligence are always

imported.

To give you more flexibility in how these rights are migrated, the Import Wizard provides three security migration options which allow you to import objects either with their rights or without them; if you import security, it also allows you to restrict user rights.

Object rights migration

Importing Information From BusinessObjects 5.x or 6.x

Importing objects from BusinessObjects Enterprise 5.x/6.x

The Import Wizard presents the following options for importing object rights:

• The first option imports the objects' content and rights, in order to

reproduce the source security model. It also sets additional rights in the destination CMS pertaining to the imported objects:

ValueObject

Performance Management folder (top level) access level

BusinessObjects Enterprise XI 3.1 Import Wizard Guide 29

No Access

Not specifiedAll Desktop Intelligence rights

Not specifiedAll Web Intelligence rights

Not specifiedAll Designer rights

Importing Information From BusinessObjects 5.x or 6.x

Importing objects from BusinessObjects Enterprise 5.x/6.x

As these rights are set for the Everyone group, they apply to all users, unless they are explicitly assigned another value. To give them access, administrators must use the CMC to explicitly grant the proper users the appropriate rights.

This is the most secure option, selected by default.

• The second option imports the objects' contents and rights, in order to

reproduce the source security model, but does not set the restrictions in the target CMS that it sets in the first option.

Default settings are set in the Everyone group for some rights, and apply to all users. As these default values may be different from the version 6.x defaults, this may allow migrated users to have more rights than they had in the source environment.

If you want to avoid this, use the first option or do not migrate security and recreate it in the new environment.

In both cases, the Import Wizard sets the access level for the Everyone group to No Access for all imported domain folders. This restricts access for all users for whom no default rights are given.

After the import, you must use the CMC to explicitly give access to users and groups for specific folders. If you give access to a domain folder to the Everyone group, all users will have access to this folder and be able to see all documents in it.

Before doing this, make sure you have thoroughly reviewed the security using the CMC.

BusinessObjects documents

When you import a 5.x/6.x BusinessObjects (.rep) document to XI 3.1, the following occur:

• universe ID pointer is updated so that it references a universe in the CMS.

• an InfoObject is created in the CMS for this document and for the saving

of this document

• properties are updated and displayed in the CMC

30 BusinessObjects Enterprise XI 3.1 Import Wizard Guide

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