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SAP BO BI4.0 UNV to UNX Universe Conversion
Relational DB
Sinisa Knezevic
April, 2011
© 2011 SAP AG. All rights reserved. 2
Agenda
Introduction
Semantic Layer vs. universe
BI4.0 Acronyms
UNV vs. UNX
How to convert a legacy universe UNV
Starting a UNV conversion
Convert UNV universe from CMS (Scenarios 1&2)
Convert UNV universe from File
UNV features conversion summary
Features not converted
Best practices after conversion
Tips to know
Impact on Webi/Crystal/Deski reports and Xcelsius dashboards
UNX New Features
Demo
© 2011 SAP AG. All rights reserved. 3
Introduction
Semantic Layer vs. universe
What is the semantic layer?
The semantic layer is an abstraction layer between the database and the business
user that frees the business users from needing to know the data structures and
technical names. It enables business users to access, interact, and analyze their data
regardless of the underlying data sources and their schemas.
The semantic layer encompasses the following elements: universes, query
generation, calculator, local cache (that is, a microcube), query panel, and database
connectivity parameters.
What is the universe?
A universe is an organized collection of metadata objects that enable business users
to analyze and report on corporate data in a non-technical language. These objects
include dimensions, measures, hierarchies, attributes, pre-defined calculations,
functions, and queries. The role of the universe is to provide the business user with
semantically understandable business objects, such as, Customer, Country, Quarter.
The user is then free to analyze data and create reports using the business objects
that relevant to their needs without requiring knowledge of the underlying data sources
and structures.
© 2011 SAP AG. All rights reserved. 4
Introduction
BI4.0 Acronyms
Acronym Definition
DSL Dimensional Semantic Layer
CSL Common Semantic Layer
MSU Multi-Source Universe
DF Data Foundation
BL Business Layer
IDT Information Design Tool
UDT Universe Design Tool
© 2011 SAP AG. All rights reserved. 5
Introduction
UNV vs. UNX
The conversion of the relational UNV to UNX universe
XIR2/XI3.1/BI4.0 UNV universe
• universe file with extension .unv
• corresponds to legacy semantic layer
• single universe file when exported or edited
• connection (secured, personal, shared)
• Authoring tools: XI3.1 Universe Designer or BI4.0 Universe Design Tool
SAP BO BI4.0 UNX universe
• universe file with extension .unx
• corresponds to new semantic layer (CSL/DSL)
• single file when published, three files/resources when edited in IDT CNX file for local connection (CNS file for secure connection)
DFX file for Data Foundation - The DF is the dedicated part of the Semantic Layer to model data sources
BLX file for Business Layer - The BL is visible part of the Semantic Layer to the end users
• connection (secured, local)
• Authoring tool: BI4.0 Information Design Tool
© 2011 SAP AG. All rights reserved. 6
How to convert a legacy universe UNV
Starting a UNV conversion
Information Design Tool provides the ability to convert a UNV universe from:
• The CMS repository - recommended for converting a Universe along with its security items.
• The file system - allows you to do a conversion of a UNV file that was saved for all users
(using a shared or personal connection).
To start the conversion go to the File menu.
Launching the
conversion
© 2011 SAP AG. All rights reserved. 7
How to convert a legacy universe UNV
Convert UNV universe from CMS - Scenario 1
In this scenario, we use Upgrade Manager to move the XI3 CMS content to
the new BI4 CMS repository.
XI3 CMS
Information
Design Tool
UniverseDesigner XI3 Retriev
e
Warehouse.unv
Export
BI4 CMS
UNV files
Convert
UNX universe
Warehouse.unx
Upgrade
Upgrade Manager
UNV universe
Warehouse.unv
Local
resources
© 2011 SAP AG. All rights reserved. 8
How to convert a legacy universe UNV
Convert UNV universe from CMS - Scenario 2
In this scenario, we use Universe Design Tool BI4 to export a UNV Universe
into the BI4 CMS repository. That UNV Universe can then be converted into a
UNX Universe using Information Design Tool.
Information
Design Tool
Universe Design Tool BI4
Retrieve
Export
BI4 CMS
UNV files
Convert
UNX universe
Warehouse.unx
UNV universe
Warehouse.unv
Local
resources
© 2011 SAP AG. All rights reserved. 9
How to convert a legacy universe UNV
Convert UNV universe from File
Information Design Tool allows you to convert a UNV universe file without
requiring a CMS.
Information Design Tool BI4.0
UniverseDesigner XI3
Convert
Save for all users
© 2011 SAP AG. All rights reserved. 10
UNV features conversion summary
© 2011 SAP AG. All rights reserved. 11
UNV features conversion summary
© 2011 SAP AG. All rights reserved. 12
UNV features conversion summary
Features not converted
@Script
• Recovers the results of an executed script created in the XI3.1 Desktop Intelligence
module. Desktop Intelligence does not exist in SAP BO BI4.0, so there is no need for this
function.
Strategies
• Custom strategies are not supported in .UNX universes.
Parameter (Customizations)
• Customizations to SQL generation parameter settings in the PRM file or in the universe
parameters are not converted. You can add customized values to the converted PRM file,
and customize universe parameter settings in the converted universe using the Information
Design Tool.
Stored Procedure Universe
• The conversion is not supported. BI4.0 UNX does not support stored procedure. The
workaround is to use UNV if you need SP.
© 2011 SAP AG. All rights reserved. 13
UNV features conversion summary
Features not converted
Universe based on a Data Federator source
• The conversion is not supported. The workaround is to create the BI4.0 multi-source universe
with IDT tool against the same data sources. In that way you will leverage Data Federator
embedded into BI4.0 platform
Business Views
• The conversion of Business Views created with Business View Manager XI 3 is not supported.
Javabean Universe
• The conversion is not supported. The workaround is to create BI4.0 UNX universe with IDT tool
by using Java Beans middleware.
OLAP Universe
• The conversion of the XI3.1 SAP OLAP UNV universe to BI4.0 OLAP UNX universe is not
supported. XI3.1 SAP OLAP UNV universe can be upgraded with BI4.0 Upgrade Manager to
BI4.0 and used the same way it is used in XI3.1. The users of BI4.0 have additionally option to
reuse SAP BEx query (used to create XI3.1 SAP OLAP universe) with BICS connection in BI4.0
WebIntelligence to access the same SAP BW data
Universe password
• The feature is not supported in BI4.0
© 2011 SAP AG. All rights reserved. 14
UNV features conversion summary
Features not converted
Universe scheduled auto save
• The feature is not supported in BI4.0
Advanced joins
• The filters in FROM. The feature is not supported in BI4.0
Linked universe (core and derived)
• A core universe is converted like any .UNV universe. The conversion of a core universe does
not trigger the conversion of the derived universes that depend on it. A derived Universe is
converted via the "Convert from CMS" path. When you convert a derived universe, the
conversion automatically includes all core universes that the derived universe is linked to. You
do not need to convert the core universes ahead of time as a separate step. The data
foundation of the converted universe contains all the tables and joins from all core universes
and any tables, joins, or contexts that were defined in the derived universe. The business layer
contains all classes, objects, and conditions from all core universes including the classes,
objects and conditions that were defined in the derived universe.
© 2011 SAP AG. All rights reserved. 15
UNV features conversion summary
Best practices after conversion
Check integrity
• After converting the universe, it is recommended to refresh the structure of the data
foundation and run a check integrity in the Information Design Tool on the converted
universe. Certain errors in the check integrity results can be resolved by following the best
practices described below.
• Errors on column data types - Refresh the structure in the data foundation just after the conversion.
This avoids data-type errors in the integrity check.
• Errors on self-joins with @Prompts - If a join expression in the .unv universe contains an @Prompt
with a list of values referring to an object, the converted join needs to be reworked in the data
foundation. The steps for two possible solutions are described in IDT User Guide
© 2011 SAP AG. All rights reserved. 16
UNV features conversion summary
Tips to know
Multilingual Universe
• In XI3, one can translate UNV Universe metadata using Translation Manager in order to
obtain a multi-lingual Universe. When converting a multi-lingual Universe, all the translated
strings regarding the universe metadata are converted as well as the language and locale
settings.
Access Restrictions
• When converting a universe in a repository, universe Access Restrictions are converted into
security profiles that can be edited using the Security Editor.
• Access Restrictions (except object restrictions) are converted to settings in a Data Security
Profile.
• Object Access Restrictions are converted to Create Query and Display Data settings in a
Business Security Profile.
Connections
• When converting a universe in a repository, the same secured relational connection is used
by both the .unv and .unx universes. Relational connections can be created and shared by
the universe design tool and the information design tool. The connections are published in
the same Connections folder in the repository. When converting a locally-stored (non-
secured) universe, personal and shared connections are converted to local connections
© 2011 SAP AG. All rights reserved. 17
Impact on Webi/Crystal/Deski reports and Xcelsius
dashboards
WebIntellignece reports
• No impact on migrated XI3.1 WebIntelligence reports (still linked to the .unv universe).
• The .unv universe is preserved after conversion.
• The XI3.1 migrated reports have to be edited and manually pointed to UNX in order for
them to become BI4.0 WebIntelligence reports.
• The conversion of XI3.1 WebIntelligence reports to BI4.0 WebIntellignece reports is not
mandatory.
Crystal Reports
• The conversion of UNV universe to UNX universe will not impact migrated CR
• CR 2008 consuming RDBMS or UNV data on XI 3.1 gets migrated as CR 2011 consuming
RDBMS or UNV data on BI4.0.
• The migrated XI3.1 CR are still pointing to the original datasource (RDBMS or UNV
universe).
• Conversion of CR 2011 to CR for Enterprise is done through a wizard "Connect to the
Common Semantic Layer” which open automatically if CR 2011 is open with CR for
Enterprise.
© 2011 SAP AG. All rights reserved. 18
Impact on Webi/Crystal/Deski reports and Xcelsius
dashboards
DesktopIntelligence reports
• The XI3.1 Desktop Intelligence reports are not supported in SAP BO BI4.0. They have to
be converted to WebIntelligence report and complete information can be found here
http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intelligence+to+Web
+Intelligence
Xcelsius dashboards
• No impact. Flash files will continue to work.
• Conversion to new format is optional
• Conversion adds new features (globalization, UNX queries…)
© 2011 SAP AG. All rights reserved. 19
UNX New Features
© 2011 SAP AG. All rights reserved. 20
UNX New Features
Prompts / LOV
Prompts
• The prompts are now standalone metadata
• The prompts defined in previous universes version are supported and migrated as is
• It is now possible to create prompts without writing any code respecting (simple syntax)
• The prompt editor offer ability to choose any of the available lists of values.
• The option to automatically create a named parameter for the prompt in the business layer
List Of Value
• The LOVs are now standalone metadata
• Exists in the Business Layer and the Data Foundation
• Several types of LOVs
LOV types XI 3.x BI 4.x
Default list of values Supported Supported
Custom SQL Supported Supported
Business Objects using query panel Supported Supported
Business Objects based on custom hierarchy (any
value selection at any level depth)
Not supported Supported
Static Not supported Supported
© 2011 SAP AG. All rights reserved. 21
UNX New Features
Context
XI3.1 Context
BI4.0 Context
© 2011 SAP AG. All rights reserved. 22
UNX New Features
Universe View
Why use Linked Universes?
• To avoid large universes (universes that hold thousands of objects), customers are using
the linked/derived universes that allow having a core universe that is than extended to the
linked universes
Linked universes is a feature that is difficult to maintains
Universe View – The new feature in BI4.0.
• Universe view behaves like a universe but only exposes part of universe metadata.
• It is possible to create as many Universe views as needed and apply authorizations to
those views.
• Users could have access to Universe views and restrict access to the whole universe.
In a Universe view it is not possible to:
• Rename objects
• Add/Delete/Rename folders
• Reorganize the structure
• Change objects formatting
© 2011 SAP AG. All rights reserved. 23
UNX New Features
Universe View
© 2011 SAP AG. All rights reserved. 24
References:
BOPedia article “Conversion of the relational universes in BI 4.x, from UNV
to UNX”
http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+of+the+relational+univ
erses+in+BI+4.x%2C+from+UNV+to+UNX
What you need to know when you migrating universes to SAP BO BI4.0
http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/804766e9-8dbe-2d10-
a691-82af1e70effd
For information on Linked and Core Universes, check out the section
“Linking universes” of the Universe Designer guide at
http://help.sap.com/businessobject/product_guides/boexir31/en/xi3-
1_designer_en.pdf
Thank You!
Contact information:
Sinisa Knezevic
RIG Specialist
SAP Technology RIG Americas
3460 Hillview Ave.
Palo Alto, CA 94304, USA
T +1 650 856-5344