We would like to migrate to our XI plateform, a huge amount of personal BO 5,1 reports that end users have created and saved locally on their working stations.
As far as i know, there s no tool in the XI r2 that allows us to select a certain amount of BO 5 or 6,X and convert them directly into Deski.
The only way we have figured is to manually open them in the deski client and save or export them in the XI repository.
This is not an efficient way to do that when you have hundreds of them to convert.
If anyone has figured a better way to do that, i m buying
Unfortunatelly, but it’s rue - there is no tool that allows user to select multiple docs sources, in my case only security and some corporate stuff were migrated from 6.1.3 to XIR2, regarding files - yes, customer opened all files one by one and saved them to XIR2
Unfortunately, the import Wizard is only useful for transfering objects from a repository to another.
In my case, i have to deal with loads of localy saved reports (not in any kind of repository)
If you’re going to go to XI, you need to change the culture and get people to stop using the client and start using the web. If they want to migrate, they need to put their files on the WebI server as Personal documents.
I’m weighing the options here myself. I’m definitely with Steve, that you should seriously take the opportunity to move to Web Intelligence if you can. That said, there are still a large number of full client documents that need to be converted.
If the documents are in the 5/6 repository, then the Import Wizard can “mass migrate” them for you. Yes, but if you read much on BOB or look at tech support, that process often does more harm than good. To this point, I get a much higher success rate opening in Desktop Intelligence and exporting from there. Better results, but tedious.
I am waiting for the JUMP release (MHF1) to see if the Import Wizard has improved on this front. I have high hopes, since migration is the focus of the release. Alternatively, I’ll probabaly write a VBA routine to automate the Desktop Intelligence method.
I realize I’m a bit off topic, since you were asking about personal documents on individual hard drives. I’m not sure those should be “mass migrated” at all. You have calculation engine changes and other things to consider.
I totally agree with both Dwayne and Steve here, and actually the migration of the whole pack of reports to Webi was my first choice.
But after running a pilot migration we realize that migrating Bo 5,x or 6,x to Webi Xi has an heavy cost in time (as you have the fix the whole presentation of the reports).
So we thought of migrating as many reports as possible to Deski (for those reports which modification rights won t be needed by end users) then simply make them available for consultation or refresh in the Infoview (therefore no requirement to install the Deski client).
In doing this we divide the migration cost by half, but the remaining problem is that we still have a huge amount of reports to convert from Bo 5/6,X to Deski, and that was my original question.
But your answers confirm what i was thinking, that no Xi tool allows us to do that kind of mass migration directly from end users station located personal files.
As you can tell, we are quite behind on our migration. We are trying to migrate from 5.1.4 to XIr2. One of our challenges is the personal documents on users’ PC. We are also looking into manually opening users’ documents in Deski.
I want to check with you and see if anyone actually migrated the local BO 5.1.4 reports to Deski by manually opening the reports in Deski. Could you please share with me on the problems you come across using this method and the solutions, advice and best practice?
I had done similar exercise in one of my migration project where full client DeskI reports were spread across hundreds of users machines
We had asked the customer to identify the active reports of each user and put them in a shared folder
Most of them were saved as PDF since they were just having historical data while a part of them were sent to XI Public folders using VBA script and also few exported manually.
This won’t be much help, but test, Test, TEST! Depending on the complexity of the documents, the migration will range from trivial to virtual re-write.
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