Actuate to Oracle Business Intelligence Publisher Migration Accelerator Service
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1 Oracle Information Architecture Services Actuate to Oracle Business Intelligence Publisher Migration Accelerator Service KEY BENEFITS Key Benefits of leveraging this service offering include: Reduce a learning curb for the new reporting technology and migration process Accelerate the migration planning and its execution with solid understanding and knowledge Knowledge transfer around BI Publisher best practices Reduced risk through the use of Oracle BI Publisher Expert Consultants Enablement of the next generation reporting solution with BI Publisher Platform Oracle BI Publisher provides organizations with the flexibility and functionality needed to meet today s enterprise reporting requirements. It is Oracle s strategic reporting platform and will increase your reports development productivity and provide better performance, scalability, and manageability. As outlined in the Statement of Direction for Siebel (Note ), the Siebel Reporting solution going forward will be provided by integrating with the BI Publisher and no Actuate reports shipment in future. Also, through the Siebel / Actuate agreement, Actuate support for Actuate 8 software terminates on December 31st, (*1) It is critical for organizations to start being familiar with the new reporting platform with BI Publisher, evaluate the functionalities, and develop a migration strategy for migrating Actuate reports to BI Publisher reports as quickly as possible. Oracle Consulting can assist organizations for obtaining a solid understanding of the new reporting solution with BI Publisher, being familiar with the functionality and the migration process from Actuate to BI Publisher, by providing Actuate to BI Publisher Migration Accelerator service. It will validate the existing environments and configure properly for the BI Publisher reporting, review the current reporting requirements, perform the migration for a selected number of reports with an organization s IT resources, provide a knowledge transfer base training specifically customized for the migration and each customer s need. And the most importanly, Oracle Consulting will assist organizatoins for developing a solid migration strategy with the reporting requirements analysis and collaborative reports migration work experience. February 2009 Page 1
2 By leveraging experienced Oracle Consulting service, organizations can benefit from minimizing the time necessary to be confident with the new reporting technology and the migration process and develop a successful migration strategy. BI Publisher Benefits BI Publisher is Oracle s strategic enterprise reporting platform (used in E-Business Suite, PeopleSoft, JD Edwards Enterprise One, Business Intelligence Enterprise Edition, Business Intelligence Applications, Hyperion Enterprise Performance Management, and others) and provides the following benefits for Siebel customers. Use common desktop tools to create report layouts End users can create their own layouts Easy report layout deployment and administration End user chooses output format (PDF, RTF, Excel and HTML) Remove 3rd party software dependency Better Performance, Scalability, Manageability Reports Migration Challenge BI Publisher provides an Actuate reports conversion tool, which converts the existing Actuate reports to BI Publisher reports. However, it still requires some degree of manual modifications or customizations to complete the original reports requirements. Although BI Publisher provides wide and comprehensive functionalities that cover more than what Actuate currently supports, the way to achieve a same requirement may be different between the two products. Consulting Service Summary Oracle Consulting will work with organizations IT resources to select critical 12 to 15 reports as the reports to migrate from Actuate to BI Publisher and will analyze customer s reporting requirements as of today. Based on the analysis we will develop functionality mapping plans to ensure that all the functionalities will be covered after the migration and be provided in the most optimized way. This will lead to a collaborative migration hands-on exercise, in which Oracle Consulting will work together with the IT resources to perform the reports migration and provide a best practice based training and knowledge sharing specifically customized for Siebel CRM customers and the February 2009 Page 2
3 organization s needs. Oracle Consulting has depth knowledge of BI Publisher technology and a wide variety of experience in delivering BI Publisher based reporting solution implementation projects. Oracle Consulting has developed this Actuate to BI Publisher Migration Accelerator service to assist organizations to develop a solid migration strategy and plan based on best practice. After the Accelerator service experience, the organizations will become enough familiar with both the new reporting technology and the migration process the organizations should be able to deliver the migration project successfully. Approach The following are the high level activities performed during the migration: Collect and Analyze the current Actuate base reporting requirements Select critical reports Installation of the BIP Enterprise platform Migration of the existing Actuate reports to BI Publisher reports using the conversion tool Perform post conversion tasks including modifications and registration Test the BI Publisher Enterprise environment and reports Provide BI Publisher best practice base training for the IT resources Engage in active knowledge transfer with customer staff All the above activities will be provided as a collaborative work with customer s IT resources. Features and Benefits Oracle Consulting offers the BI Publisher Reports Migration service to empower organizations by identifying essential business requirements, delivering the best practice base reporting migration experience, and proposing an optimized migration strategy. With the service, customers can maximize the existing investments by quickly becoming familiar with the new Siebel CRM reporting solution with BI Publisher and effectively taking advantage of the great functionalities provided by the technology. These capabilities will add business values to your organization by delivering: Reduced Costs and Increased Productivity With the best practice base accelerator approach, organizations can obtain correct and sufficient understanding of the new reporting technology quickly and start utilizing the functionalities to meet today s reporting requirements efficiently with minimal cost Maximize Investments With a wide variety of BI Publisher reporting project delivery experience and depth knowledge of the latest release of the technology, Oracle Consulting can identify February 2009 Page 3
4 appropriate features and technology needed for each specific organizations and provide a best practice base training to support an organization s self-sufficiency at development and maintenance. Oracle Advantage Oracle s well-defined methodology and best practice approach based on many BI Publisher related projects delivery experience. Tight integration across Consulting, Development, Support, Education, and Global Delivery that puts the entire Oracle team behind your success. Reduced new technology uptake risk Leverages existing software investments Accelerated time to value Lowered cost of ownership Oracle s long term commitment to your success! With our depth knowledge of BI Publisher and a wide variety of experience in BI Publisher based reporting solution implementations, Oracle consulting can assist organizations to migrate Actuate to BI Publisher efficiently with minimal cost and to start developing new reports with the new technology very quickly. Also, our focus on knowledge transfer and user training will increase your organization's self-sufficiency for taking advantage of all the functionalities available with the new reporting platform with BI Publisher. For more information on the BI Publisher Migration Accelerator Services or any other BI Publisher related consulting service, please contact Kanichiro Nishida (kanichiro.nishida@oracle.com), Consulting Manager, Oracle EPM & BI Advanced Reporting group. *1 - Through the Siebel / Actuate agreement, Actuate support for Actuate 8 software terminates on December 31st, However, customers who purchased Actuate software through Siebel/Oracle will still be supported for the Siebel integration in line with Oracle application lifetime support policy. As of January 1st 2010, Oracle Technical Support will endeavor to support the integration for our customers but will have no ability to create engineering fixes for the Siebel-Actuate Reporting solution. Any issues where the root cause is deemed to be in the Actuate software, Oracle support can only attempt to workaround the issue. After December 31st, 2009, customers will need an Actuate extended maintenance agreement from Actuate to obtain Actuate extended technical support. Oracle Technical Support will not provide Actuate software, or related product defect fixes in Fix Packs and Quick Fixes after December 31st, Copyright 2009, Oracle. All Rights Reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no February 2009 Page 4
5 contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. February 2009 Page 5
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