Determine a Migration Approach

In this section:

The migration approach that is suitable for you can be determined by several decision points.

The steps in determining a migration approach is depicted in the following flow chart.


Top of page

x
Full Migration Without Modernization

The following are the steps involved for implementing a full migration without modernization.

  1. Prepare the environments.
    • Sandbox environment to evaluate WebFOCUS Version 8.
    • Staging environment, if needed, to handle in-flight reports.
  2. Install WebFOCUS Version 8.
    • WebFOCUS Version 8 on Sandbox environment.
    • WebFOCUS Version 8 on Staging environment, if needed.
  3. Configure WebFOCUS Version 8. For security and data access on the Sandbox and/or Staging environment.

    Note: All WebFOCUS Version 8 batch and migration scripts use the security authentication scheme specified by the configuration parameter IBI_Authentication_Type, located in the install_dir/config/webconfig.xml file. If you configure for SSO, you should use INTERNAL as the default value for this configuration parameter.

  4. Migrate the WebFOCUS Version 7 applications. Run the migration utilities from WebFOCUS Version 7 in the recommended order below.
    • Managed Reporting
    • Business Intelligence Dashboard (if you want to migrate BID content)
    • BID Favorites (if you want to migrate BID Favorites)
    • ReportCaster (if you want to migrate ReportCaster content)

    Note: To run the migration utilities, Java Version 1.6.x must be available on the system where WebFOCUS Version 7 is installed.

  5. Regression test in the Sandbox environment.
  6. Use Content Management to move content to other environments.
  7. Manage in-flight reports.

    The following is an iterative process until the cutover to WebFOCUS Version 8 is complete.

    1. Recreating the WebFOCUS Version 8 repository in the Staging environment.
    2. Running migration utilities to export the current snapshot of WebFOCUS Version 7 production content to the WebFOCUS Version Staging environment.
    3. Using WebFOCUS Version 8 Content Management to export in-flight content to the next tier-level environment.

Top of page

x
Full Migration With Modernization

The following are the steps involved for implementing a full migration with modernization.

  1. Prepare the environments.
    • Sandbox environment to evaluate WebFOCUS Version 8.
    • Staging environment, if needed, to handle in-flight reports.
  2. Install WebFOCUS Version 8.
    • WebFOCUS Version 8 on Sandbox environment.
    • WebFOCUS Version 8 on Staging environment, if needed.
  3. Configure WebFOCUS Version 8. For security and data access on the Sandbox and/or Staging environment.

    Note: All WebFOCUS Version 8 batch and migration scripts use the security authentication scheme specified by the configuration parameter IBI_Authentication_Type, located in the install_dir/config/webconfig.xml file. If you configure for SSO, you should use INTERNAL as the default value for this configuration parameter.

  4. Migrate the WebFOCUS Version 7 applications. Run the migration utilities from WebFOCUS Version 7 in the recommended order below.
    • Managed Reporting
    • Business Intelligence Dashboard (if you want to migrate BID content)
    • BID Favorites (if you want to migrate BID Favorites)
    • ReportCaster (if you want to migrate ReportCaster content)

    Note: To run the migration utilities, Java Version 1.6.x must be available on the system where WebFOCUS Version 7 is installed.

  5. Regression test in the Sandbox environment.
  6. Modernize.
  7. Test modernization.
  8. Use Content Management to move content to other environments.
  9. Manage in-flight reports.

    The following is an iterative process until the cutover to WebFOCUS Version 8 is complete.

    1. Recreating the WebFOCUS Version 8 repository in the Staging environment.
    2. Running migration utilities to export the current snapshot of WebFOCUS Version 7 production content to the WebFOCUS Version Staging environment.
    3. Using WebFOCUS Version 8 Content Management to export in-flight content to the next tier-level environment.

Top of page

x
Phased Migration Without Modernization

The following are the steps involved for implementing a phased migration without modernization.

  1. Prepare the environments.
    • Sandbox environment to evaluate WebFOCUS Version 8.
    • Staging environment, if needed, to handle in-flight reports.
  2. Install WebFOCUS Version 8
    • WebFOCUS Version 8 on Sandbox environment.
    • WebFOCUS Version 8 on Staging environment, if needed.
  3. Configure WebFOCUS Version 8. For security and data access on the Sandbox and/or Staging environment.

    Note: All WebFOCUS Version 8 batch and migration scripts use the security authentication scheme specified by the configuration parameter IBI_Authentication_Type, located in the install_dir/config/webconfig.xml file. If you configure for SSO, you should use INTERNAL as the default value for this configuration parameter.

  4. Select the applications to be migrated.
  5. Migrate the WebFOCUS Version 7 applications. Run the migration utilities from WebFOCUS Version 7 in the recommended order below.
    • Managed Reporting
    • Business Intelligence Dashboard (if you want to migrate BID content)
    • BID Favorites (if you want to migrate BID Favorites)
    • ReportCaster (if you want to migrate ReportCaster content)

    Note: To run the migration utilities, Java Version 1.6.x must be available on the system where WebFOCUS Version 7 is installed.

  6. Regression test in the Sandbox environment.
  7. Use Content Management to move content to other environments.
  8. Manage in-flight reports.

    The following is an iterative process until the cutover to WebFOCUS Version 8 is complete.

    1. Recreating the WebFOCUS Version 8 repository in the Staging environment.
    2. Running migration utilities to export the current snapshot of WebFOCUS Version 7 production content to the WebFOCUS Version Staging environment.
    3. Using WebFOCUS Version 8 Content Management to export in-flight content to the next tier-level environment.

Top of page

x
Phased Migration With Modernization

The following are the steps involved for implementing a phased migration with modernization.

  1. Prepare the environments.
    • Sandbox environment to evaluate WebFOCUS Version 8
    • Staging environment, if needed, to handle in-flight reports.
  2. Install WebFOCUS Version 8.
    • WebFOCUS Version 8 on Sandbox environment.
    • WebFOCUS Version 8 on Staging environment, if needed.
  3. Configure WebFOCUS Version 8. For security and data access on the Sandbox and/or Staging environment.

    Note: All WebFOCUS Version 8 batch and migration scripts use the security authentication scheme specified by the configuration parameter IBI_Authentication_Type, located in the install_dir/config/webconfig.xml file. If you configure for SSO, you should use INTERNAL as the default value for this configuration parameter.

  4. Select the applications to be migrated.
  5. Migrate the WebFOCUS Version 7 applications. Run the migration utilities from WebFOCUS Version 7 in the recommended order below.
    • Managed Reporting
    • Business Intelligence Dashboard (if you want to migrate BID content)
    • BID Favorites (if you want to migrate BID Favorites)
    • ReportCaster (if you want to migrate ReportCaster content)

    Note: To run the migration utilities, Java Version 1.6.x must be available on the system where WebFOCUS Version 7 is installed.

  6. Regression test in the Sandbox environment.
  7. Modernize.
  8. Test modernization.
  9. Use Content Management to move content to other environments.
  10. Manage in-flight reports.

    The following is an iterative process until the cutover to WebFOCUS Version 8 is complete.

    1. Recreating the WebFOCUS Version 8 repository in the Staging environment.
    2. Running migration utilities to export the current snapshot of WebFOCUS Version 7 production content to the WebFOCUS Version Staging environment.
    3. Using WebFOCUS Version 8 Content Management to export in-flight content to the next tier-level environment.

WebFOCUS