x

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

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

   Note: All WebFOCUS 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 7 applications. Run the migration utilities from WebFOCUS 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 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 8 is complete.

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

x

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

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

   Note: All WebFOCUS 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 7 applications. Run the migration utilities from WebFOCUS 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 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 8 is complete.

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

x

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

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

   Note: All WebFOCUS 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 7 applications. Run the migration utilities from WebFOCUS 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 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 8 is complete.

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

x

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

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

   Note: All WebFOCUS 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 7 applications. Run the migration utilities from WebFOCUS 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 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 8 is complete.

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