A Step-by-Step Guide for Using Promotion Management in BusinessObjects 4.1

  • by Adam Getz, Manager – Business Intelligence, CGI Federal
  • October 29, 2014
Learn how to use the BusinessObjects 4.1 Promotion Management application to migrate content from environment to environment. This easy-to-follow, step-by-step guide provides descriptions and illustrates every phase of the content-migration process.
Learning Objectives

Reading this article, you will learn how to:

  • Access the Promotion Management application within the Central Management Console (CMC) of BusinessObjects 4.1
  • Navigate the various screens within the Promotion Management application
  • Create and execute promotion jobs that both export and import content
  • Migrate content from one environment to another
Key Concept

The Promotion Management application is a useful tool included in the BusinessObjects 4.1 suite that allows content (e.g., users, groups, folders, reports, universes, connections, and rights) to be migrated from one BusinessObjects Enterprise environment to another BusinessObjects Enterprise environment. Additionally, Promotion Management is commonly used to migrate to content from a development environment to a test or production environment. The application includes a series of screens that guide administrators through the process of either importing or exporting content and moving that content from one environment to another.

BusinessObjects suite’s Promotion Management application tool facilitates the migration of content (e.g., users, groups, folders, reports, universes, connections, and rights) from one BusinessObjects Enterprise environment to another. This tool is fully-integrated within the Central Management Console (CMC) in BusinessObjects 4.1; therefore, Promotion Management users need to have access to the CMC.

Promotion Management is commonly used to migrate content from a development environment to a test or production environment. It includes a series of screens that guides administrators through the process of migrating, importing, or exporting content. A BusinessObjects administrator needs to have an understanding of the various component types that exist in BusinessObjects, and has to understand the impact of migrating components from one environment to another. In addition, the administrator must determine the exact components to be migrated, if components should be overwritten or copied, and if security for the component should be migrated.

I describe some of the basic concepts for effectively using the Promotion Management application in BusinessObjects 4.1 and provide a number of best practices for most effectively using the tool.

Adam Getz

Adam Getz currently serves as a Manager, Business Intelligence for CGI Federal. In this position, he is leading a large business intelligence and data warehousing implementation for a federal client.  He is a thought leader in the field of information technology and an expert in the deployment of leading business intelligence, database management, and data integration products. He has presented at a variety of local, national, and international events, including the 2006 BusinessObjects International Conference, 2007 Oracle BIWA Summit, 2008 Oracle Open World, and 2010 and 2011 ASUG SAP BusinessObjects User Conferences. In addition, Adam is the creator and main author of bi-insider.com, a website, portfolio, and blog that provides rich technical and functional content to business intelligence and data warehousing professionals. He has also published numerous technology white papers that have focused on various topics within business intelligence and data warehousing. Adam currently serves as the chairperson of the Washington DC Business Objects User Group.

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