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Deployment Planning Guide
Third-party Business Objects products in this release may contain redistributions of software
Contributors licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty
2008-11-06
Contents
Chapter 1 Getting Started 7
About this guide...........................................................................................8
What's new .................................................................................................8
Overview of BusinessObjects Enterprise....................................................9
Deploying for the first time.........................................................................10
Changing your deployment's architecture.................................................11
BusinessObjects Enterprise guides...........................................................12
Auditing database.................................................................................81
Authentication and single sign-on..............................................................82
Central Management Server (CMS) security.......................................82
Security plug-ins...................................................................................83
Authentication and authorization..........................................................83
Information Workflows ..............................................................................86
Authentication.......................................................................................87
Scheduling............................................................................................88
Viewing.................................................................................................93
Installation order......................................................................................129
Index 149
1
1 Getting Started
About this guide
What's new
For information on new features and changes made since the last release,
see the What's New in BusinessObjects Enterprise XI 3.1 Guide.
For initial server configuration and user management tasks, see the
BusinessObjects Enterprise Administrator's Guide.
Guide Description
2
2 BusinessObjects Enterprise Architecture
Architecture overview
Architecture overview
This section outlines the overall platform architecture, system, and service
components that make up the BusinessObjects Enterprise Business
Intelligence (BI) platform. This information will help administrators understand
the system essentials, and help to form a plan for the deployment,
management, and maintenance of an BusinessObjects Enterprise installation.
Developers can access the platform using a set of web services and Java
and .NET APIs to integrate BusinessObjects Enterprise into your
organization's systems, and to share dynamically updated documents with
users on separate networks.
End users can access, create, edit, and interact with reports using specialized
tools and applications that include:
• Crystal Reports.
• Web Intelligence.
• Desktop Intelligence.
• Voyager.
IT departments can use data and system management tools that include:
• Central Management Console.
• Central Configuration Manager.
• Import Wizard.
• Publishing Wizard.
• Universe Designer.
• Repository Diagnostic Tool.
Enterprise infrastructure
Some CORBA applications use a name server. The name server service is
a facility of the underlying CORBA architecture that binds the BusinessObjects
Enterprise servers together. The name server provides a directory of the
servers registered in the BusinessObjects Enterprise environment and helps
establish connections between clients and these servers. The name server
service is a part of the Central Management Server (CMS).
Note:
In the BusinessObjects Enterprise environment, most services act as clients
and servers to each other during transactions between the servers.
Each individual server polls the CMS every 60 seconds to get an updated
list of provided services.
The web services are server-side components that process requests from
client applications and communicate these requests to the appropriate server.
They include support for report viewing, and logic to understand and direct
web requests to the appropriate BusinessObjects Enterprise server.
Note:
When configuring servers using the Central Management Console, the CMS
holds the configuration settings and the CMS communicates with all
BusinessObjects Enterprise servers.
Business Objects web services provide a Java and .NET consumers API
accessed by rich clients in the user interaction tier, such as Live Office and
Crystal Reports.
The CMS is responsible for authenticating users and groups, and keeping
track of the availability of the other BusinessObjects Enterprise services.
It also maintains the BusinessObjects Enterprise system database, which
includes information about users, groups, security levels, BusinessObjects
Enterprise content, and services. The CMS also maintains a separate
audit database of information about user actions and manages the
BusinessObjects system database.
The storage services are responsible for storing objects and object instances.
The Input File Repository Service manages all of the report and program
objects that have been published to the system. It can store the following
files: .rpt, .car, .exe, .bat, .js, .xls, .doc, .ppt, .rtf, .txt, .pdf,
.wid, .rep, or .unv.
The Output File Repository Service manages all of the report instances
generated by the Crystal Reports Job Service and the program instances
generated by the Program Job Service. It also manages instances
generated by the Desktop or Web Intelligence Processing Services, and
the List of Values (LOV) Job Service.
It can store the following files: .rpt, .csv, .xls, .doc, .rtf, .txt, .pdf,
.wid, or .rep.
Note:
.rpt and .wid files are stored as report documents with saved data.
The processing services access the data and generate reports. This is the
only tier that interacts directly with the databases that contain report data.
The Crystal Reports Job Service schedules and processes report objects,
creating report instances at the request of the Central Management Server
(CMS).
Note:
Both the Program Job Service and the Crystal Reports Job Service retrieve
the document to be run from the Input File Repository Service, run the
report or program, and then save the processed file to the Output File
Repository Service as an instance.
The List of Values Job Service receives scheduling requests from the
Business View manager and processes scheduled List of Values objects
to populate them with values retrieved from a database.
• Desktop Intelligence Job Service running on the Desktop Intelligence Job
Server
Note:
The Connection Service libraries are present on the Web Intelligence
Processing Server, and Desktop Intelligence Processing Server. These
libraries allow services to query the database directly without
communicating with the Connection Server service.
• Publishing Post Processing Service running on the Adaptive Processing
Server
As with the Crystal Reports Processing Service, the RAS supports Java
viewer SDKs. The Report Application Service also includes an SDK for
report creation and modification, providing you with tools for building
custom report interaction interfaces.
• Multi-Dimensional Analysis Service running on the Multi-Dimensional
Analysis Server
The Search Service processes search requests and executes the indexing.
Your deployment can include multiple Search service, and search requests
are actively processed by all available servers. However, only one Search
service performs the indexing process.
• Client Auditing Proxy Service running on the Adaptive Processing Server
Server Intelligence
Life-Cycle Manager
Clients
Two different types of applications are available: web browser clients, and
rich desktop application clients installed on a Microsoft Windows operating
system.
Desktop applications
The second category is made up of locally installed, rich-client applications
installed on a supported Microsoft Windows operating system. This approach
allows you to offload BI processing from BusinessObjects Enterprise onto
individual client computers. Most desktop applications directly access your
organization's data through drivers installed on the desktop, and communicate
with your BusinessObjects Enterprise deployment through CORBA or
encrypted CORBA SSL. Examples of this type of application include Crystal
Reports, Desktop Intelligence, and Live Office clients.
Note:
Although Live Office is a desktop application, it communicates with
BusinessObjects Enterprise web services over HTTP. You can configure
BusinessObjects Enterprise so that Microsoft Office documents containing
Live Office components dynamically update, even when sent to recipients
outside your organization's secured network.
BusinessObjects Mobile
All users can log on to the CMC to change their user preference settings.
Only members of the Administrators group can change management settings,
unless explicitly granted the rights to do so.
Dashboard and Analytics is a suite of products that helps users track and
analyze key business metrics via management dashboards, scorecards, and
alerting. These products allow goals to be set around metrics and assigned
to owners; they also support group decision-making and analysis via
integrated collaboration and workflow capabilities.
• Process Analysis
The Dashboard and Analytics repository stores the metrics, goals, sets and
calendar definitions, used by Dashboard and Analytics users to create
dashboards and analytics. Each time users refresh a metric, the values for
the metric refresh are written to the Dashboard and Analytics repository.
Note:
To use Dashboard and Analytics features, you must purchase a
BusinessObjects Enterprise license that includes the use of Dashboard and
Analytics as part of its agreement.
Report viewers
All report viewers help process requests for reports, and present report pages
that appear in the user's browser.
Voyager
The Voyager OLAP feature set complements both Crystal Reports (for direct
data access to OLAP cubes for production reporting) and Web Intelligence
(for ad hoc analytic reporting with universes built on OLAP data sources).
Voyager offers a comprehensive range of business and time calculations,
and includes features such as time sliders to make the analysis of OLAP
data as simple as possible.
Note:
The Voyager web application is available only as a Java web application.
There is no corresponding Voyager application for .NET.
Web Intelligence
A Windows-based tool that allows users to build semantic layer objects that
simplify underlying database complexity, and set row- and column-level
security. It is a multi-tier system that enables companies to build
comprehensive and specific Business View objects that help report designers
and end-users access the information they require.
The objects (such as filters) set row-level security. You can simplify data
access for report designers by insulating them from the raw data structures.
You can build connections to multiple data sources, join tables, alias field
names, create calculated fields, and then utilize this simplified structure as
The CCM allows you to create and configure Server Intelligence Agent (SIA)
nodes and start or stop your web application server. On Windows, it also
allows you to configure network parameters, such as Secure Socket Layer
(SSL) encryption. These parameters apply to all servers within a node.
Note:
Most server management tasks are now handled through the CMC, not
through the CCM. The CCM was the primary tool for server management in
previous versions of BusinessObjects Enterprise, but the CCM is now used
for troubleshooting and node configuration.
The Data Source Migration Wizard allows you to migrate reports that are
based on Crystal Reports queries, dictionaries, or InfoViews, to a
BusinessObjects Enterprise deployment.
You can migrate two types of objects: reports and data sources. The wizard
converts the data source of each report into an object that is usable in
BusinessObjects Enterprise, and then resets the data source location of the
report to point to the new object. The result is that you can use the new
features of BusinessObjects Enterprise while keeping the functionality of the
reports and data sources from your previous installation.
Desktop Intelligence
Designers can create reports, then publish them to InfoView, where they can
be viewed and scheduled. Users can share and distribute Desktop Intelligence
documents by exporting them in different formats.
Import Wizard
Live Office
For information on configuring web services to work with Live Office, see the
BusinessObjects Enterprise Web Services Administrator Guide.
Publishing Wizard
The Publishing Wizard enables both administrators and end users to publish
reports to BusinessObjects Enterprise. By assigning object rights to individual
folders on a given server, you control who can publish reports and where
they are published.
Use the Publishing Wizard if you have access to the application and you
want to add multiple objects or an entire directory of objects to
For more information, see the Adding Objects to the Repository chapter of
BusinessObjects Enterprise Administrator's guide.
Query as a Web Service provides new and easy ways to analyze information
through user-driven client solutions for businesses. Business Intelligence
(BI) content is usually bound to a specific user interface of BI tools. Query
as a Web Service changes this by allowing BI content to be delivered to any
user interface that can process web services.
Using Query as a Web Service, business users define their own query from
a universe, and then easily and securely publish that query as a standalone
web service.
Query as a Web Service provides new client solutions for businesses. For
example, it enables Crystal Xcelsius to aggregate multiple disparate data
sources into a trusted BI view.
It retrieves reports from the CMS, in the Public, Favorites, or Inbox folders.
Once converted, you can publish to the same folder as the original Desktop
Intelligence report or to a different folder. The tool does not convert all
Desktop Intelligence features and reports. The level of conversion depends
The Report Conversion Tool also lets you audit your converted reports. This
helps identify reports that cannot be fully converted by the Report Conversion
Tool and explains why.
The Repository Diagnostic Tool (RDT) can scan, diagnose, and repair
inconsistencies that may occur between the Central Management Server
(CMS) system database and the File Repository Servers (FRS) filestore.
RDT scans the CMS system database and identifies inconsistencies. It can
also repair the logged inconsistencies, and report the repair status and
completed actions. To determine synchronization between the file system
and database, RDT should be used after the user first completes a hot
back-up. Or the customer can use the RDT after a restoration and prior to
starting their BusinessObjects Enterprise services. The user can set a limit
for the number of errors the RDT will find and repair before stopping.
Translation Manager
The Translation Manager is the tool that defines the multilingual universes
and manages translation of universes and their Web Intelligence documents
and prompts.
Translation Manager:
Universe Builder
Once you start Universe Builder, you connect to a metadata source, then
using a universe creation wizard, map metadata structures to equivalent
classes, objects, dimensions, and details, used in a standard BusinessObjects
universe.
You can create universes from metadata sources with both Universe Builder
and Designer. Universe Builder is a stand-alone product that provides an
independent user interface for universe creation from metadata sources.
Designer is used for the universe generation at the end of the creation
process.
Universe Designer
Web Intelligence Rich Client allows you to continue to work with Web
Intelligence documents (WID) when you are unable to connect to a CMS,
when you want to perform calculations locally rather than on the server, on
when you want to work with Web Intelligence documents without installing
a CMS or application server.
Web Intelligence Rich Client can also be used when connected to a CMS.
Xcelsius
Services
BusinessObjects Enterprise uses the terms server and service to refer to
the two types of software running on a BusinessObjects Enterprise machine.
While the term server can refer to a physical machine on which a software
system is running, it is also used to describe an operating system level
process (or daemon) hosting one or more services. For example, the Central
Management Server (CMS) and Adaptive Processing Server are servers. A
server runs under a specific operating system account and has its own PID.
For more information servers and server properties, see the “Server
Properties” appendix in the BusinessObjects Enterprise XI 3.1 Administrator's
Guide.
Service Categories
The following section describes each service category and the servers it
contains.
Core Services
The CMC Servers tab allows you to create new servers by selecting from a
list of "Core Services" and choosing a specific service. Depending on the
service you select, you may be able to choose other services to be hosted
on the server.
Business Process BI Service
Business Process BI Service is a web service that enables BusinessObjects
Enterprise technology to be integrated into custom web applications. It
receives requests from a web application, coordinates the retrieval and
processing of the relevant data, and returns a processed report to the web
application.
Hosted by a Job Server. For more information on the Job Server, see Job
Servers on page 61.
Event Service
The Event Service is used to trigger reports to run when a file-based event
occurs on a File Repository Server (FRS). For example, if data file is updated
or added to an FRS, a report can automatically be run on it.
Hosted by an Event Server. For more information on the Event Server, see
Event Server on page 59.
Hosted by a Job Server. For more information on the Job Server, see Job
Servers on page 61.
Publishing Service
The Publishing Service is the central report publishing service, and
coordinates with the Publishing Post Processing Service and Destination
Job Service to publish reports the desired destination.
Hosted by an Adaptive Processing Server. For more information on the
Adaptive Processing Server, see Adaptive Processing Server on page 52.
Replication Service
The Replication Service processes replication jobs that mirror reports in
different parts of the BusinessObjects Enterprise system.
Hosted by a Job Server. For more information on the Job Server, see Job
Servers on page 61.
Search Service
The Search Service indexes all content in the Central Management Server
(CMS) repository. This index is then used when a user searches for a term
in BusinessObjects Enterprise clients.
The CMC Servers tab allows you to create new Crystal Reports servers by
selecting from a list of "Crystal Reports Services" and choosing a specific
service. Depending on the service you select, you may be able to choose
other services to be hosted on the server.
Crystal Reports Cache Service
The Crystal Reports Cache Service limits the number of database accesses
generated by Crystal Reports by managing a cache of reports. Administrators
can configure how long reports are held in the cache, the size of the cache,
as well as other properties.
If the Crystal Reports Cache Service is disabled, reports cannot query their
data sources.
Without this service, you will not be able to schedule Crystal Reports to run
unattended, and all Crystal Reports would have to be run manually from the
Crystal Reports client.
Hosted by a Job Server. For more information on the Job Server, see Job
Servers on page 61.
The CMC Servers tab allows you to create new Desktop Intelligence servers
by selecting from a list of "Desktop Intelligence Services" and choosing a
specific service. Depending on the service you select, you may be able to
choose other services to be hosted on the server.
Connection Service
The Connection Service opens and maintains a database or Online Analytical
Processing (OLAP) data source connection, through a business view or
universe. This allows the Connection Service to act as an intermediary
between BusinessObjects Enterprise services and a range of supported data
formats.
The Connection Server can also be traced so that database activity can be
analyzed and later optimized.
Hosted by a Job Server. For more information on the Job Server, see Job
Servers on page 61.
Service Hosted by
Dashboard Analytics Service portfolioEngine Server
Dashboard Service dashboardEngine Server
PM Metric Aggregation Service probeEngine Server
PM Repository Management Service PM Repository Server
PM Rules Service probeEngine Server
Predictive Analytic Service Mining Engine Server
Process Analysis Service spcEngine Server
Sets Profile Service iProfiler Server
Sets Query Service queryManager Server
Voyager Services
The CMC Servers tab allows you to create new Multi-Dimensional Analysis
server by selecting from a list of "Voyager Services" and choosing a specific
service.
Multi-Dimensional Analysis Service
The Multi-Dimensional Analysis Service is hosted by the Multi-Dimensional
Analysis Services Server (MDAS) and is used by the Voyager client to access
three-dimensional Online Analytical Processing (OLAP) data.
It also converts the raw data into XML packages, which the requesting client
application can render into a variety of formats: Excel spreadsheets, PDF,
or Voyager crosstabs and charts.
Note:
OLAP single sign-on (SSO) is only supported for Microsoft Analysis Services
and SAP BW.
The CMC Servers tab allows you to create new Web Intelligence servers by
selecting from a list of "Web Intelligence Services" and choosing a specific
service. Depending on the service you select, you may be able to choose
other services to be hosted on the server.
Web Intelligence Processing Service
The Web Intelligence Processing Service is a subsystem of the Web
Intelligence Processing Server that runs Web Intelligence reports submitted
to the server by Web Intelligence clients and the Web Intelligence Scheduling
and Publishing Service. The resulting Web Intelligence report is the passed
back to the originator.
Although the Web Intelligence Processing Service does not query the
database or generate the final report itself, it does coordinate with Input and
Output File Servers (to fetch the document on which the report is based) and
the Report Engine and Connection Servers (to retrieve data from the
Universe, or database, and process the report).
Without this service, you will not be able to schedule Web Intelligence reports
to run unattended, and all Web Intelligence reports would have to be run
manually from the Web Intelligence client.
The Adaptive Job Server runs as a container for the selected services, which
all run under a single account in the same memory space and under the
same process id (PID). If you stop the Adaptive Job Server, you stop all of
the contained job services.
Example:
The following Adaptive Job Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.AdaptiveJobServer
Example:
The following Adaptive Processing Servers are created by the
BusinessObjects Enterprise setup program:
• <HOSTNAME>.AdaptiveProcessingServer
CMS data includes information about users and groups, security levels,
content, and services. The CMS can also maintain an optional auditing
database of information about user actions, to perform four main tasks:
• Maintaining security
The CMS enforces the application of rights at both the folder and object
level, and supports inheritance at the user and group level. It also supports
aggregation through a flexible, group-user membership model.
The CMS keeps track of the object location and maintains the folder
hierarchy. "InfoObjects" are system metadata objects that contain contain
index information, and the actual documents or objects are stored in a
file store. The separation of the object definition (metadata) from the
document allows for fast object processing as only the required information
is retrieved from the system ?s repository. The CMS also runs scheduled
report jobs.
• Managing servers
• Managing auditing
Note:
It is strongly recommended that you back up and audit the CMS system
database frequently.
Caution:
The CMS database should not be accessed directly. System information
should only be retrieved using the calls that are provided in the
BusinessObjects Enterprise software development kit (SDK).
Restriction:
You may access the optional audit database in read-only mode to create
custom audit reports.
On Windows, the Setup program can install and configure its own MySQL
database if you do not already have a database server allocated for the
deployment. You can switch to a different database later if your deployment
needs change.
Example:
The following Central Management Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.CentralManagementServer
Connection Server
The Connection Server provides database access to the raw source data.
It supports relational databases (Oracle, MySQL, Microsoft SQL Server,
DB2, Sybase) as well as OLAP (SAP BW, Microsoft Analysis Services,
Hyperion Essbase). The Connection Server is responsible for handling
connection and interaction with the various datasources and providing a
common feature set to its clients, by emulating the missing features if
necessary.
Example:
The following Connection Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.ConnectionServer
The Crystal Reports Cache Server intercepts report requests sent from clients
to the page server. If the cache server cannot fulfill the request with a cached
report page, it passes the request on to the page server, which runs the
report and returns the results. The cache server then caches the report page
for future use, and sends the report to the viewer.
Example:
The following Crystal Reports Cache Server is created by the
BusinessObjects Enterprise setup program:
• <HOSTNAME>.CrystalReportsCacheServer
The EPF pages contain formatting information that defines report layout.
The Processing Server retrieves data for the report from an instance or
directly from the database (depending on the user request and the rights he
or she has to the report object). When retrieving data from the database, the
Processing Server automatically disconnects from the database after it fulfills
its initial request and if necessary, reconnects to retrieve additional data.
This helps conserve database traffic and limit the unnecessary use of
database licenses.
The Cache Server and Processing Server work closely together. Specifically,
the Processing Server responds to page requests made by the Cache Server.
The Processing Server and Cache Server also interact to ensure cached
EPF pages are reused as frequently as possible, and new pages are
generated as required. BusinessObjects Enterprise takes advantage of this
behavior by ensuring that the majority of report-viewing requests are made
to the Cache Server and Processing Server. However, if a user's default
viewer is the DHTML viewer, the report is processed by the Report Application
Server.
Runs Crystal report queries and returns data to Crystal Reports Cache Server.
Example:
The following Server is created by the BusinessObjects Enterprise setup
program:
• <HOSTNAME>.DashboardAnalyticsServer
Dashboard Server
Example:
The following Dashboard Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.DashboardServer
The Desktop Intelligence Cache Server intercepts report requests sent from
clients to the page server. If the cache server cannot fulfill the request with
a cached report page, it passes the request on to the page server, which
runs the report and returns the results. The cache server then caches the
report page for future use, and sends the report to the viewer.
Example:
The following Desktop Intelligence Cache Server is created by the
BusinessObjects Enterprise setup program:
• <HOSTNAME>.DesktopIntelligenceCacheServer
Example:
The following Desktop Intelligence Job Server is created by the
BusinessObjects Enterprise setup program:
• <HOSTNAME>.DesktopIntelligenceJobServer
Runs Crystal report queries and returns data to Crystal Reports Cache Server.
Example:
The following Desktop Intelligence Processing Server is created by the
BusinessObjects Enterprise setup program:
• <HOSTNAME>.DesktopIntelligenceProcessingServer
Event Server
The Event Server monitors the system for events, which can act as a trigger
for running a report. When you set up a event trigger within BusinessObjects
Enterprise, the Event Server monitors the condition and notifies the CMS
that the file-based event has occurred. The CMS can then start any jobs that
are dependent upon the event ocurring.
Note:
Schedule-based and custom events are managed through the CMS.
Example:
The following Event Server is created by the BusinessObjects Enterprise
setup program:
• <HOSTNAME>.EventServer
File repository servers are responsible for the creation of file system objects,
such as exported reports, and imported files in non-native formats.
Input and Output File Repository Server (FRS) processes run on each
BusinessObjects Enterprise server machine.
The FRSes are responsible for listing files on the server, querying for the
size of a file, querying for the size of the entire file repository, adding files to
the repository, and removing files from the repository.
Caution:
To avoid conflicts between input and output objects, the Input and Output
FRSes cannot share the same file system directory. In larger deployments,
there may be multiple Input and Output FRSes. All Input File Repository
Servers share the same directory. Likewise, all Output File Repository Servers
share the same directory.
The Input FRS stores report and program objects that have been published
to the system by administrators or end users (using the Publishing Wizard,
the CMC, the Import Wizard, or a Business Objects designer component
such as Crystal Reports, or Web Intelligence report panels).
Note:
Objects with associated files, such as text files, Microsoft Word files, or PDFs,
are stored on the Input File Repository Server.
The Output FRS stores all of the report instances generated by the Report
Job Server or the Web Intelligence Processing Server, and the program
instances generated by the Program Job Server.
Tip:
If you use the BusinessObjects Enterprise SDK, you can also publish reports
from within your own code.
Job Servers
Example:
The following Job Servers are created by the BusinessObjects Enterprise
setup program:
• <HOSTNAME>.AdaptiveJobServer
• <HOSTNAME>.CrystalReportsJobServer
• <HOSTNAME>.DesktopIntelligenceJobServer
• <HOSTNAME>.DestinationJobServer
• <HOSTNAME>.ListOfValuesJobServer
• <HOSTNAME>.ProgramJobServer
• <HOSTNAME>.PublicationJobServer
• <HOSTNAME>.WebIntelligenceProcessingServer
The List of Values Job Server is a specialized container that manages lists
of distinct data values associated with an object in the BusinessObjects
Enterprise system.
Example:
The following List of Values Job Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.ListOfValuesJobServer
Example:
The following Multi-Dimensional Analysis Services Server is created by the
BusinessObjects Enterprise setup program:
• <HOSTNAME>.MultiDimensionalAnalysisServicesServer
PM Metrics Server
Dashboard and Analytics server to populate metrics created using the Metric
Engine. For more information, consult the Dashboard and Analytics Setup
and Administration Guide.
Example:
The following PM Metrics Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.PMMetricsServer
PM Repository Server
Example:
The following PM Repository Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.PMRepositoryServer
PM Rules Server
Dashboard and Analytics server to create rules and alerts. Rules and alerts
automate the process of detecting and interpreting change, and delivering
relevant analysis. Rules enable you to proactively monitor your business and
take appropriate and timely action in response to specific events. For more
information, consult the Dashboard and Analytics Setup and Administration
Guide.
Example:
The following PM Rules Server is created by the BusinessObjects Enterprise
setup program:
• <HOSTNAME>.PMRulesServer
Server used for Predictive Analysis (Data Mining) using KXEN engine, which
quickly uncovers key business drivers from your data and forecasts future
business conditions. It helps users make proactive decisions more easily by
providing insight in familiar terms through dashboards across the organization.
For more information, consult the Dashboard and Analytics Setup and
Administration Guide.
The process analysis server monitors server activity. This helps your
organization to automate the tracking of quality variables by using alarm
rules and control chart types defined by your quality improvement initiatives.
For more information, consult the Dashboard and Analytics Setup and
Administration Guide.
Example:
The following Process Analysis Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.ProcessAnalysisServer
Example:
The following Program Job Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.ProgramJobServer
The Publication Job Server processes requests that it receives from the CMC
or InfoView and sends the requested objects or instances to the specified
destination. If the request is for an object, the Publication Job Server retrieves
the object from the Input File Repository Server. If the request is for a report
or program instance, the Publication Job Server retrieves the instance from
the Output File Repository Server. The Publication Job Server can send
objects and instances to a destination inside the BusinessObjects Enterprise
system, such as a user’s inbox. It can also send objects outside the system,
via e-mail.
Example:
The following Publication Job Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.PublicationJobServer
Provides ad-hoc reporting capabilities that allow users to create and modify
Crystal reports via the RAS Software Development Kit (SDK). This SDK
supports the Java viewer SDKs and does not require a specific license; it is
included with your BOE package.
Example:
The following Report Application Server is not created by the
BusinessObjects Enterprise setup program by default:
• <HOSTNAME>.ReportApplicationServer
Example:
The following Sets Profile Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.SetsProfileServer
Example:
The following Sets Query Server is created by the BusinessObjects
Enterprise setup program:
• <HOSTNAME>.SetsQueryServer
Example:
The following Web Intelligence Processing server is created by the
BusinessObjects Enterprise setup program:
• <HOSTNAME>.WebIntelligenceProcessingServer
Example:
The following Web Application Container Server is created by the
BusinessObjects Enterprise setup program, if you opted to install it:
The following web application servers are also supported, but InfoView
and the CMC must be manually deployed:
• SAP web application server 7
• WebSphere Community Edition 2.0
• Jboss 4.04
Note:
The BusinessObjects Enterprise setup program will install and deploy
InfoView and the CMC to Tomcat 5.5 by default.
Java SDK
SDKs give you the ability to create web applications that integrate powerful
reporting features, such as those offered by Web Intelligence or InfoView.
The Report Engine Java SDK includes libraries that you can use to build a
web report design tool. Applications built with this SDK can view, create, or
modify, a variety of different Web Intelligence and Desktop Intelligence
documents. Users can modify documents by adding, removing, and modifying
objects such as tables, charts, conditions, and filters.
The Report Application Server (RAS) Java SDK is an API for developing
Java web applications with advanced report creation and modification
functionality. With the RAS Java SDK, you can create Java client applications
that interact with the RAS server from a web application server.
The Viewers SDK is an API that lets you incorporate reports in a range of
different formats within your web application.
.NET SDK
SDKs give you the ability to create web applications that integrate powerful
reporting features, such as those offered by Crystal Reports or InfoView.
Web applications that use the SDK run within the web application server and
connect to the Report Application Server (RAS) running in the
BusinessObjects Enterprise processing tier.
The Report Engine .NET SDK includes libraries that you can use to build a
web report design tool. Applications built with this SDK can view, create, or
modify, a variety of different Web Intelligence and Desktop Intelligence
documents. Users can modify documents by adding, removing, and modifying
objects such as tables, charts, conditions, and filters.
The Report Application Server (RAS) SDK is a API for developing .NET web
applications with advanced report creation and modification functionality.
With the RAS .NET SDK, you can create .NET client applications that interact
with the RAS server from a web application server.
Web Services
Business Objects Web Services provide a Java API accessed by rich clients
in the user interaction tier, such as Live Office and Crystal Reports.
Business Objects web services uses standards such as XML, SOAP, AXIS
2.0 and WSDL. The platform follows WS-Interoperability Basic Profile
1.0 web services specification.
Note:
Web Services applications are currently only supported with the following
load balancer configurations:
1. Source IP address persistence.
2. Source IP and destination port persistence (available only on a Cisco
Content Services Switch).
3. SSL persistence.
Note:
SSL persistence may cause security and reliability issues on some web
browsers. Check with your network administrator to determine if SSL
persistence is appropriate for your organization.
If you plan to use .NET InfoView, and you do not want to use a Java
application server to host your CMC, then you can use WACS to host the
Central Management Console (CMC).
Using WACS to host the CMC provides you with a number of advantages:
• WACS requires a minimum effort to install, maintain, and configure.
• All hosted applications are predeployed on WACS, so that no additional
manual steps are required.
• WACS is supported by Business Objects.
• WACS removes the need for Java application server administration and
maintenance skills.
• WACS provides an administrative interface that is consistent with other
Business Objects servers.
Databases
BusinessObjects Enterprise uses three different of databases:
1. System database
An internal database that stores configuration, authentication, user, and
other information related to BusinessObjects Enterprise. System
databases can be created and used on a wide variety of database
platforms.
2. Reporting database
Your organization's database, used to create reports, generate statistics,
and collect business intelligence. An even wider variety of database
platforms are supported for reporting databases than for system
databases.
3. Auditing database
System databases
The Central Management System (CMS) server is the only server that
accesses the CMS system database. The CMS can also maintain an optional
auditing database of information about user actions with the Enterprise
system. The data stored inside the CMS system database allows the CMS
to perform the following tasks:
• Maintaining security
The CMS enforces the application of all rights at the global, folder, and
object level, and supports inheritance at the user and group level.
• Managing objects
The CMS keeps track of the object location and maintains the folder
hierarchy. InfoObjects are system metadata objects that contain index
information. The actual documents/objects are stored in a the FRS. The
separation of the object definition (metadata) from the actual document
allows the system to retrieve only the required information from the system
database, thus providing faster object processing.
• Managing servers
The CMS handles load balancing to help avoid bottlenecks and maximizes
hardware efficiency.
You provide the CMS with database connectivity and credentials when you
install BusinessObjects Enterprise, so the CMS can create the CMS database
using your organization ?s preferred database servers. Before you install
and connect the CMS to your own database server, you must create a new,
empty database on your database server.
Note:
• It is strongly recommended that you backup the CMS database and audit
the database frequently.
• The CMS database cannot be accessed or modified directly. You should
only make changes to the system database through BusinessObjects
Enterprise interfaces such as the CMC that interact with the CMS.
• Administrators can access the audit database directly to create custom
audit reports.
Reporting databases
Universes
Views
Business Views can only be used by Crystal Reports and are designed to
simplify the data access and view-time security required for Crystal report
creation. Business Views support the combination of multiple data sources
in a single view. Business Views are fully supported in BusinessObjects
Enterprise.
Auditing database
The CMS acts as the system auditor; the BusinessObjects Enterprise server
that you monitor is the auditee.
As the auditor, the CMS controls the overall audit process. Each server writes
audit records to a log file local to the server. At regular intervals, the CMS
communicates with the auditee servers to request copies of records from
the auditee ?s local log files. When the CMS receives these records it writes
data from the log files to the central auditing database.
The CMS also controls the synchronization of audit actions that occur on
different machines. Each auditee provides a time stamp for the audit actions
that it records in its log file. To ensure that the time stamps of actions on
different servers are consistent, the CMS periodically broadcasts its system
time to the auditees. The auditees then compare this time to their internal
clocks. If differences exist, the auditees correct the time stamps that are
recorded in their log files for subsequent audit actions.
Note:
• You must configure the auditing database on the CMS before you can
begin to audit.
• The CMS acts as both an auditor and as an auditee when you configure
it to audit an action that the CMS controls.
• In a CMS cluster, the cluster assigns the first CMS to start to act as a
system auditor. If the machine that is running this CMS fails, another CMS
from the cluster takes over and begins acting as the auditor.
When you set up your system, the CMS allows you to create user accounts
and groups within BusinessObjects Enterprise, or reuse existing user
accounts and groups that are stored in a third-party system (such as LDAP
or Windows Active Directory). The CMS supports third-party authentication,
so users can log into BusinessObjects Enterprise with their current LDAP,
or Windows AD credentials.
When users log on, the CMS coordinates the authentication process with its
security plug-ins; the CMS then grants the user a logon token and an active
session on the system. The CMS also responds to authorization requests
made by the rest of the system. When a user requests a list of reports in a
particular folder, the CMS authorizes the request only when it has verified
that the user's account or group membership has sufficient privileges.
Security plug-ins
Security plug-ins expand and customize the ways in which users are
authenticated. BusinessObjects Enterprise ships with the BusinessObjects
Enterprise security plug-in as a default, and with LDAP and Windows Active
Directory security plug-ins. Each security plug-in offers several key benefits.
The security plug-ins dynamically maintain third-party user and group listings.
So, once you map an LDAP or Windows Active Directory group into
BusinessObjects Enterprise, all users who belong to that group can log into
BusinessObjects Enterprise. When you make subsequent changes to the
third-party group membership, you need not update or refresh the listing.
Windows NT authentication
BusinessObjects Enterprise supports NT authentication with the Windows
NT security plug-in, which is included by default when the product is installed
on Windows. Support for NT authentication means that users or groups
created with NT, Windows 2000 and Windows 2003 can be used to
authenticate with BusinessObjects Enterprise. This allows you to map
previously created NT user accounts and groups, instead of setting up each
user and group within BusinessObjects Enterprise.
Note:
Although a user can configure Windows NT authentication for
BusinessObjects Enterprise and custom applications through the CMC, the
CMC and InfoView themselves do not support Windows NT authentication.
LDAP authentication
Lightweight Directory Access Protocol (LDAP) is a set of protocols used to
access information stored in directories. A very common use for an LDAP
directory is to maintain user and group account information.
Note:
You can specify that BusinessObjects Enterprise use a Secure Sockets
Layer (SSL) connection to communicate to the LDAP directory server for
additional security. For more information, see the BusinessObjects Enterprise
Administrator ?s Guide.
Note:
Although a user can configure Windows NT authentication for
BusinessObjects Enterprise and custom applications through the CMC, the
CMC and InfoView themselves do not support Windows AD authentication
with NTLM. The only methods of authentication that the CMC and InfoView
support are Windows AD with Kerberos, LDAP, Enterprise, and Trusted
Authentication.
Trusted Authentication
Users prefer to log into the system once, without needing to provide
passwords several times during a session. Trusted Authentication provides
Primary authentication
Primary authentication occurs when a user first attempts to access the
system. One of two things can happen during primary authentication:
Information Workflows
When tasks are performed in BusinessObjects Enterprise, such as logging
in, scheduling a report, or viewing a report, information flows through the
system and the servers communicate with each other. The following section
describes some of the process flows as they would happen in the
BusinessObjects Enterprise system.
Authentication
1. The web client sends the login request via the web server to the web
application server.
2. The web application server determines that the request is a logon request.
The web application server sends the username, password, and
authentication type to the specified CMS for authentication.
3. The CMS validates the username and password against the appropriate
database (in this case BusinessObjects Enterprise authentication is
authenticated against the system database).
4. Upon successful validation, the CMS creates a session for the user in its
own memory.
5. The CMS sends a response to the web application server to let it know
that the validation was successful. The web application server generates
a logon token for the user session in its memory. For the rest of this
session, the web application server uses the logon token to validate the
user against the CMS.
6. The web application server generates an HTML page to send to the client.
The web application server sends the response back to the user ?s
machine where it is rendered in the web client.
1. The Server Intelligence Agent (SIA) starts up and looks in the cache for
a list of CMSes (local or remote) to connect to. This CMS list is kept
up-to-date and refreshed as soon as a new CMS appears. According to
the information in the cache, the SIA either: (1) starts the local CMS and
connects to it or (2) connects to a remote CMS.
2. After the SIA has successfully connected, it asks the CMS for a list of
server service(s) to manage. The CMS finds information on server services
and their configuration from the system database.
3. The system database returns the list of servers and the associated
configuration information back to the CMS (for example, Adaptive Job
Server, Destination Job Server, Desktop Intelligence Processing Server,
and Crystal Reports Processing Server).
4. The CMS sends the list of servers and the configuration information to
the SIA.
5. The SIA starts the servers (for example, Adaptive Job Server, Destination
Job Server, Desktop Intelligence Processing Server, and Crystal Reports
Processing Server) and begins monitoring them. The SIA starts the servers
according to the associated configuration information.
Scheduling
1. The user schedules a report and the request is sent to the web application
server.
2. The web application server passes the request to the CMS.
3. The CMS determines whether or not the user has the appropriate rights
to schedule the report.
4. If the user has the appropriate rights to schedule the report, the CMS
commits the scheduled object request to the CMS system database.
5. When the scheduled time arrives, the CMS locates an available Crystal
Reports Job Server based on the Maximum Jobs Allowed value configured
for each Crystal Reports Job Server.
6. The CMS sends the job information to the Crystal Reports Job Server.
7. The Crystal Reports Job Server determines the location of the Input File
Repository Server that houses this report. The Crystal Reports Job Server
then requests the report template from the Input FRS.
8. The Input FRS locates the report template and then streams to the Crystal
Reports Job Server.
9. The report template is placed in a temporary directory on the Crystal
Reports Job Server.
10. The Crystal Reports Job Server launches a child process
(JobServerChild.exe) to coordinate running the report.
11. JobServerChild.exe launches ProcReport.dll and passes it all instances
received from the Crystal Reports Job Server. ProcReport.dll calls
Crpe32.dll.
12. The report is created when the Crpe32.dll completes the following tasks:
• Open the report.
1. The web client submits a schedule request in an URL, typically via the
web server to the web application server.
2. The web application server interprets the URL request and determines
that the request is a schedule request. The web application server sends
the schedule time, database login values, parameter values, destination,
and format to the specified CMS.
3. The CMS ensures that the user has rights to schedule the object. If the
user has sufficient rights, the CMS adds a new record to the system
database. The CMS also adds the instance to its list of pending schedules.
1. The user sets a schedule for a document and the request is sent to the
web server. The web server passes the document schedule request to
the web application server.
2. The web application server passes the document schedule request to
the CMS.
3. The CMS determines whether or not the user has the appropriate rights
to schedule the document. If the user has the appropriate rights to
schedule the document, the user then sets the different scheduling
parameters, and the CMS commits the scheduled object request to the
9. The CMS updates the job status in its memory, and then writes the
instance information to the BusinessObjects Enterprise system database.
1. The user schedules an object and the request is sent to the web server.
2. The web server passes the object schedule request to the web application
server.
3. The web application server passes the request to the CMS.
4. The CMS determines if the user has the appropriate rights to schedule
the object.
5. If the user has the appropriate rights to schedule the object, the CMS
commits the scheduled object request to the CMS system database.
6. When the scheduled time arrives, the CMS locates an available Program
Job Server based on the Maximum Jobs Allowed value configured on
each Program Job Server.
7. The CMS sends the job information to the Program Job Server.
8. The Program Job Server communicates with the Input File Repository
Server and requests the program object.
9. The Input File Repository Server returns the program object back to the
Program Job Server.
10. The Program Job Server launches the scheduled object.
11. The Program Job Server updates the CMS periodically with the job status.
At this time the status reported is that the program is processing.
12. The Program Job Server sends a log file to the Output File Repository
Server.
13. The Output File Repository Server notifies the Program Job Server that
the object was scheduled successfully by sending an object log file.
14. The Program Job Server updates the CMS with the job status.
15. The CMS updates the job status in its memory, and then writes the object
instance information to the BusinessObjects Enterprise System database.
1. The user schedules an object and the request is sent to the web server.
2. The web server passes the object schedule request to the web application
server.
Viewing
1. The web client sends a view request in a URL to the web application
server.
2. The web application server interprets the request and determines that it
is a request to view the first page of the selected report instance. The
web application server sends a request to the CMS to ensure that the
user has rights to view the instance.
3. The CMS checks the system database to verify the user rights.
4. The CMS sends a response to the web application server to confirm the
user has sufficient rights to view the instance.
5. The web application server sends a request to the Crystal Reports Cache
Server requesting the first page of the report instance. The Crystal Reports
Cache Server checks to see if the page already exists. If the page does
exist, the Crystal Reports Cache Server returns the page to the web
application server.
6. The web application server sends the .epf page to the web client where
it is rendered in the ActiveX viewer.
1. The user sends the view request through the web server to the web
application server.
2. The web application server recognizes the request as a request to view
a report page. The web application server checks the CMS to ensure the
user has sufficient rights to view the report.
3. The CMS determines if the user has the appropriate rights to view the
report.
4. The CMS sends a response to the web application server to confirm the
user has sufficient rights to view the report.
5. The web application server sends a request to the Crystal Reports Cache
Server for the requested report page (EPF file).
6. The Crystal Reports Cache Server determines if the requested EPF file
exists in the cache directory.
7. The requested EPF file is not found in the cache directory.
8. The Crystal Reports Cache Server sends the request to the Crystal
Reports Page Server.
9. The Crystal Reports Page Server queries the Output FRS for the
requested report instance.
10. The Output FRS sends the requested report instance to the Crystal
Reports Page Server.
11. The Crystal Reports Page Server opens the report instance and checks
the report to determine if it has data.
12. The Crystal Reports Page Server determines that the report contains
data and creates the .EPF file for the requested report page without having
to connect to the production database.
1. The web client sends a request via the web server to the web application
server to view a new workspace. The web client communicates with the
web application server using DHTML AJAX technology (Asynchronous
JavaScript and XML). The AJAX technology allows for partial page
updates, so a new page does not have to be rendered for each new
request.
2. The web application server translates the request and sends it to the
platform (CMS) to determine whether a user is entitled to view or create
a new workspace.
3. The CMS retrieves the user's credentials from the system database.
4. If the user is allowed to view or create a workspace, the CMS confirms
this to the web application server. At the same time, it also sends a list
of one or more available MDAS Servers via CORBA.
5. The web application server picks an MDAS Server from the list of available
choices and sends a CORBA request to the MDAS Server to find the
appropriate OLAP server(s) to create a new, or refresh an existing,
workspace.
6. The MDAS server needs to communicate with the Input FRS to retrieve
the appropriate workspace document that has information about the
underlying OLAP Database and an initial OLAP query saved with it. The
Input FRS retrieves the appropriate Information Analyzer workspace
(.amw) from the underlying directory (via OS) and then streams that
workspace back to the MDAS.
7. The MDAS Server opens the workspace, formulates a query, and sends
it to the OLAP Database Server. The MDAS Server has to have an
appropriate OLAP database client configured for the OLAP data source.
The translation of the web client query into the appropriate OLAP query
needs to occur. The OLAP Database Server sends the query result back
to the MDAS Server.
8. The MDAS Server, based on the request to either create, view, print, or
export, prerenders the result to enable the Java WAS to finish the
rendering more quickly. The MDAS Server sends XML packages of
prerendered result back to the web application server.
9. The web application server renders the workspace and sends the
formatted page or portion of the page to the web client via the web server.
The web client displays the updated or newly requested page. This is a
zero-client solution that does not need to download any Java or ActiveX
components.
On Demand
10. The Crystal Reports Cache Server sends the .epf page to the web
application server.
11. The web application server sends the .epf page to the web server. The
web server sends the .epf page to the user ?s machine where it is
rendered in the viewer in the web client.
Viewing a Web Intelligence document on demand
1. A web browser sends the view request to the web application server via
the web server.
2. The web application server determines that the request is for a Web
Intelligence document, and sends a request to the CMS to ensure the
user has the appropriate rights to view the document.
3. The CMS sends a response to the web application server to confirm the
user has sufficient rights to view the document.
4. The web application server sends a request to the Web Intelligence
Processing Server, requesting the document.
5. The Web Intelligence Processing Server requests the document from the
Input File Repository Server as well as the universe file on which the
requested document is built. The universe file contains metalayer
information, including row- and column-level security.
6. The Input File Repository Server streams a copy of the document to the
Web Intelligence Processing Server, as well as the universe file on which
the requested document is built.
7. The Web Intelligence Report Engine opens the document in memory.
8. The Web Intelligence Report Engine uses QT component (inproc) and
ConnectionServer (inproc). The QT component
9. The Crystal Reports Processing Server sends the .epf page to the Crystal
Reports Cache Server. The Crystal Reports Cache Server stores a copy
of the .epf page in its cache directory in anticipation of new viewing
requests. An .etf page may also be generated and sent to the Crystal
Reports Cache Server in this step. The .etf page (left-pane group tree
navigation of the report) is generated when the first page of the report is
generated and when the report is grouped. There is only one .etf page
per report, but the size of this .etf page can be substantial.
10. The Crystal Reports Cache Server sends the .epf page to the web
application server.
11. The web application server sends the .epf page to the web server. The
web server sends the .epf page to the user ?s machine where it is
rendered in the viewer in the web client.
3
3 Planning Your Deployment
Planning your BusinessObjects Enterprise deployment
Network configuration
Because BusinessObjects Enterprise is deployed in a networked environment,
you must verify connectivity between all machines and verify that DNS names
can be correctly resolved. Use the ping command to verify network
connectivity and DNS name resolution.
Note:
Internet Protocol version 6 (IPv6) is supported in BusinessObjects Enterprise
XI 3.1. For information on IPv6 networking, see IPv6 networking on page 117.
Operating systems
Deployment on Windows
Ensure your hosts do not use any of the following characters in their name:
an underscore, a period, or a slash. You must have Administrator rights to
install BusinessObjects Enterprise on a Windows platform.
BusinessObjects Enterprise supports both 32- and 64-bit Windows operating
systems.
Deployment on UNIX
Ensure your hosts use none of the following characters in their name: an
underscore, a period, or a slash. You do not require root privileges in order
to install BusinessObjects Enterprise, although you may require root access
to work with your chosen database, web, or web application systems.
To run the setup program correctly, the following commands and utilities
must be installed on your UNIX system and available on the PATH for the
account being used to install BusinessObjects Enterprise:
Your operating system locale must be set to a UTF-8 encoding variant, such
as en_US.UTF-8 (for other languages, use the appropriate localized UTF-8
encoding, such as de_DE.UTF-8 for German UTF-8). See the online
BusinessObjects Enterprise supported platforms document for more
information about locales: http://support.businessobjects.com/documenta
tion/supported_platforms.
The following database systems, are supported for the Central Mangement
System (CMS) database:
• IBM DB/2.
• Oracle Database.
• MySQL.
• Microsoft SQL Server.
• Sybase Adaptive Server Enterprise (ASE).
For a full list of database systems supported for each component of
BusinessObjects Enterprise, see the Products Availability Report (PAR):
http://support.businessobjects.com/documentation/supported_platforms.
You are free to use any supported database system with BusinessObjects
Enterprise. If you do not have a database system ready, the BusinessObjects
Enterprise installer can create and configure a MySQL database system as
part of the installation process.
Note:
• If you use your own database system, first it must be configured and
confirmed as operational, as the BusinessObjects Enterprise installer will
attempt to verify the database connection.
• Ensure that any third-party database servers and clients are set up to
use Unicode character encoding (UTF-8). Consult your database
documentation to determine how to enable Unicode support.
• Set DB2CODEPAGE=1208.
IBM DB/2
• Enable user temporary table spaces.
For example, a UNIX-based CMS, with a Web Intelligence server and Web
Intelligence rich clients, can use a connection server running on Windows
to provide a database connection to a Microsoft SQL Server database server.
These web application servers must have web applications deployed manually
through the web application server administrative console, or on the
command-line with the wdeploy tool included with BusinessObjects
Enterprise.
There are two different ways to deploy web applications using the wdeploy
tool:
1. Standalone mode.
All web application resources are deployed together on a web application
server that serves both dynamic and static content.
2. Split mode.
The application's dynamic and static resources are separated: static
content is deployed to a web server; dynamic content is deployed to a
web application server. Supported split combinations for BusinessObjects
Enterprise:
• Apache HTTP Server 2.2 and Tomcat 5.5.
• Apache HTTP Server 2.2 and WebLogic 9.2 MP2 or 10.
• IBM HTTP Server 6.1 and WebSphere 6.1.07.
• iPlanet and Sun Java Application Server 8.2
Web servers
Although web application servers come with built-in web server functionality,
BusinessObjects Enterprise also supports the separation of web and web
application servers into a de-paired configuration.
In a de-paired configuration, the web server will serve static and cached
content to offset a portion of the requests sent to the web application server.
A web server may also support a reverse proxy configuration to improve site
security. For more information on reverse proxy configuration, please see
Reverse proxy on page 116.
Note:
For more information about configuring split web and web application servers,
please see the BusinessObjects Enterprise Web Application Deployment
Guide.
Multi-homed environment
For example, an environment may have web application servers and database
servers on separate subnets. The server tier can be configured to accept
Security
Authentication
Firewalls
The Central Management Server (CMS) uses two ports: the request port
and the name server port. The request port is selected dynamically by default.
The name server port is 6400 by default.
Note:
Static port numbers must be unique when using NATas firewalls forward
traffic based upon the port number used. If two different servers on one side
of a firewall attempt to use the same port number, the traffic will merge and
go to only one server will be able to communicate with the other side of the
firewall.
Packet filtering
Your firewall may also provide packet filtering. This service allows or blocks
traffic across a firewall based upon the original or destination network
address. If your firewall uses packet filtering you must configure it so that
traffic from your BusinessObjects Enterprise system components is allowed
to pass through the firewall.
For detailed information on any of these topics, see the Working with firewalls
section of the BusinessObjects Enterprise Administrator's Guide.
Reverse proxy
If you have a de-paired web and web application server, you can configure
them to operate in a reverse proxy arrangement. The configuration of a
reverse proxy server is a post-installation task that involves configuring a
web server to forward client requests to the BusinessObjects Enterprise web
application server.
HTTPS support
Note:
To learn more about how to secure HTTP traffic between your web application
server and web clients, read HTTPS support on page 116.
IPv6 networking
enabled can accept and send both IPv4 and IPv6 traffic. A host using only
IPv6 can only accept and send IPv6 traffic.
You should determine which network protocol and the host type best fits
your needs before deploying BusinessObjects Enterprise.
Before deciding how to deploy your system, consider whether the demand
on the system may change after it has been installed. This could be an
increase in the number of concurrent users, the volume of business data,
report complexity, or any other factor that could cause your BusinessObjects
Enterprise system requirements to change.
Anticipate these changes before you deploy to save you time and money by
making architectural choices that will support a scalable solution. For
example, if you are expecting an increase in the number of concurrent users
accessing your system, you may consider deploying a small three-node
cluster that can be expanded to five-nodes when demand increases.
You may choose to split your web and web application server into two servers,
separated by a reverse proxy and firewall. This arrangement improves the
performance of your web applications by off-loading static content from the
web application server onto the web server, as well as shielding your web
application servers behind several network layers for improved security.
Note:
When you back up your primary system, you need to back up: the Central
Management Server system database; the content of the Input and Output
File Repository Servers; the user ID and password for the Administrator
account; the application code from the Web Application Server; and the
registry settings (if manual changes were made).
You may not have the resources to implement a high degree of availability,
but you can use best practices to provide the best possible availability for
your system. These include vertical scaling (adding redundant server
processes to a system in case the primary server process fails) and
maintaining a regular back-up schedule.
You can also cluster servers together so that transactions are processed
more quickly, and, in the event of a failure, an unaffected machine can
continue to process requests with minimal impact on the system's overall
ability to process requests.
Your deployment can have multiple Input and Output FRSes. The first
File Repository Server pair to register with the CMS cluster becomes the
active FRS pair and the other FRS services are considered passive.
Although all File Repository Server services run simultaneously, only the
active FRS pair handles requests. If an active FRS fails, a passive FRS
that is registered with the CMS cluster is changed to active status. When
the previously active FRS becomes operational again, it is registered as
a passive FRS with the CMS.
Deployment scenarios
After you determine the needs of your users and the resources required for
the deployment, you can develop an initial deployment plan for
BusinessObjects Enterprise.
The optimal configuration for your deployment will depend on many factors:
hardware configuration, database software, reporting requirements, operating
system, clock speed, hyperthreading, disk speed, application server
configuration, load frequency, and many more. Every deployment is unique,
and these examples are provided only as guidelines.
For information about assessing your system's unique needs and fine-tuning
performance, see the Improving Performance section of the BusinessObjects
Enterprise Administrator's guide.
As a baseline, this section assumes that you have not yet distributed the
BusinessObjects Enterprise server processes across multiple machines;
however, this section does assume familiarity with the BusinessObjects
Enterprise architecture, installation, and server configuration. For preliminary
installation information, see the BusinessObjects Enterprise Installation
Guide.
Tip:
If you are deploying multi-processor machines, you may also want to run
one or more BusinessObjects Enterprise server processes in multiple
instances on that machine. For details, see Managing and deleting servers
in the BusinessObjects Enterprise Administrator's Guide.
System layers
• Data Tier: one machine with existing database server
• Server Tier: one machine for hosting the framework servers and another
for all other BusinessObjects servers
• Client Tier: one machine for installing and running Desktop Intelligence
Configuration details
• A firewall exists between client and server tiers
• Only the ports required for the communication between the desktop client
and the server tier are open on the firewall
• BusinessObjects servers are distributed over two machines.
System layers
• Data Tier: One machine used to host the database server.
Configuration details
Installation platform for BusinessObjects Enterprise Windows Server 2003 SP2 Enterprise
Edition
Database for Central Management Server (CMS) Oracle 10g R2
Web application server Oracle 10g R3
Firewall Linux iptables
System layers
• Data Tier: contains databases used by the CMS and File Repository
servers.
• Server Tier: all BusinessObjects Enterprise servers installed on two
machine running as a cluster.
• Web Tier: two web application servers installed on separate machines
running as a cluster with fail- over support through load balancer.
• Client Tier: a browser used to log into Central Management Console
(CMC).
Configuration details
Installation platform for BusinessObjects Enterprise Windows Server 2003 SP2 Enterprise
Edition
Database for Central Management Server (CMS) Microsoft SQL Server 2005
Web application server WebLogic 10
Load balancer Cisco CSS 11500 series load bal-
ancer
Firewall Linux iptables running on Red Hat
Linux with two network interface cards
(NIC)
4
4 Deployment Checklists
Deployment Checklist
Deployment Checklist
This section provides a checklist for the steps you need to perform when
planning a deployment of BusinessObjects Enterprise.
This section provides a checklist of the major tasks to be completed for the
planning phase of your BusinessObjects Enterprise deployment.
Installation order
The following table lists the recommended order that BusinessObjects
Enterprise system components should be installed. The actual order will vary
depending on whether your system included pre-existing systems that are
to be incorporated into the new BusinessObjects Enterprise deployment.
5
5 Glossary
access levels
A predefined group of rights which allow you to set common security
levels quickly. Using the predefined access levels whenever possible
can greatly reduce the complexity of your object security model.
Note:
In developer documentation, access levels are referred to as "roles".
advanced right
A tool which allows administrators more granular control when setting
rights in the CMC.
alias
A placeholder that allows administrators to link a user's multiple
BusinessObjects Enterprise accounts. This is useful when a user
has a third-party account that is mapped to Enterprise and an
Enterprise account. By assigning an alias to the user, the user can
log on using either a third-party user name and password or an
Enterprise user name and password. Thus, an alias enables a user
to log on via more than one authentication type.
Application foundation
See Dashboard and Analytics.
Auditing
A BusinessObjects Enterprise component that enables administrators
to monitor, analyze, and optimize their BI system. A set of pre-defined
reports are available. In addition, a BusinessObjects Universe is
provided for administrators to create their own custom reports and
analysis.
authentication
The process of verifying the identity of a user who attempts to access
the system. Authentication types include Enterprise, Windows AD,
Windows NT and LDAP authentication. Note that third-party user
accounts and groups must be mapped to BusinessObjects Enterprise
before you can use the latter three types of authentication.
authorization
The process of verifying that the user has been granted sufficient
rights to perform the requested action upon the specified object.
Automated Process Scheduler
See Central Management Console
Designer
A tool used to build universes.
Desktop Intelligence
A web-enabled integrated query, reporting, and analysis solution
that allows users to access data in their corporate databases directly
from their desktops. Desktop Intelligence makes it easy to access
this data, because users work with it in the business terms that are
familiar to them; they don't require knowledge of technical database
terms like those used in SQL.This product was previously known as
BusinessObjects in release 5.x/ 6.x.
destination
A place where scheduled objects are sent. Destinations include user
inboxes, email, and FTP.
Destination Job Server
A server which can send objects and instances to destinations inside
the BusinessObjects Enterprise system (i.e. to a user's inbox) or
outside the system (i.e. to an email address). The Destination Job
Server does not run the actual report or program objects. It handles
only objects and instances that already exist in the Input or Output
File Repository Servers.
discussions
A feature which enables users to create notes for reports, hyperlinks,
programs, and other objects in InfoView. BusinessObjects Enterprise
users who have the appropriate rights can view the notes or add
their own comments to a discussion thread, which is a series of
related notes in a hierarchical format. Users can create a discussion
Java viewer
A client-side viewer which is downloaded and installed in the user's
browser.
Job Server
Any server which processes scheduled actions on objects at the
request of the CMS. Job servers can be configured to process either
report objects or program objects when you add the servers to
BusinessObjects Enterprise.
List of Values Job Server
A server which processes scheduled list-of-value objects.
List of Values object
An object that contains the values of specific fields in a Business
View. Lists of values are used to implement dynamic prompts and
cascading lists of values within Crystal Reports. List-of-value objects
do not appear in CMC or InfoView. For more information, see the
Business Views Administrator's Guide.
object
A generic term for items represented in the Repository.
BusinessObjects Enterprise supports many types of objects including
reports, Web Intelligence documents, programs, Microsoft Excel
files, Microsoft Word files, Microsoft PowerPoint files, Adobe Acrobat
PDFs, rich text format files, text files, hyperlinks, and object
packages.
object package
A type of object which functions as a folder for other objects, and
allows you to schedule the contents simultaneously. Object packages
can be composed of any combination of report and program objects
that are published to the BusinessObjects Enterprise system.
(Third-party objects, such as Excel, Word, Acrobat, Text, Rich Text,
PowerPoint, and Hyperlink objects, cannot be added to object
packages.)
OLAP Intelligence
A tool for creating reports based on multidimensional data. For more
information, see the OLAP Intelligence User's Guide. Also see
Voyager.
Page Server
A
A Get More Help
http://www.businessobjects.com/support/
For more information, contact your local sales office, or contact us at:
http://www.businessobjects.com/services/consulting/
http://www.businessobjects.com/services/training
documentation@businessobjects.com
Note:
If your issue concerns a Business Objects product and not the documentation,
please contact our Customer Support experts. For information about
Customer Support visit: http://www.businessobjects.com/support/.
management services 20
Multi-Dimensional Analysis Server 62
S
Multi-Dimensional Analysis Service 49 scenarios 121
SDK
N web services 75
Search Service 44
network security 82
IPv6 117 Central Management Server (CMS) 82
nodes 39 plug-ins 83
Server Intelligence 26
servers
O Adaptive Job Server 51
Output Filestore Service 43 Adaptive Processing Server 52
Central Management Server 53
Connection Server 55
P contrast with services 39
Crystal Reports Cache Server 55
plug-ins Crystal Reports Processing Server 56
security 83 Dashboard Analytics Server 57
processing services 22