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BusinessObjects Enterprise XI 3.

0
Deployment Planning Guide

BusinessObjects Enterprise XI 3.0


Copyright © 2008 Business Objects. All rights reserved. Business Objects owns the following
U.S. patents, which may cover products that are offered and licensed by Business
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logo, BusinessObjects, Business Objects Crystal Vision, Business Process On
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is the trademark or registered trademark of SAP AG in Germany and in several
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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

2008-06-02
Contents
Chapter 1 Getting Started 7
About this guide...........................................................................................8
What's new .................................................................................................8
Overview of BusinessObjects Enterprise XI 3.0........................................10
Deploying for the first time.........................................................................11
Changing your deployment's architecture.................................................12
BusinessObjects Enterprise guides...........................................................13

Chapter 2 BusinessObjects Enterprise XI 3.0 Architecture 15


Architectural overview................................................................................16
Architecture basics...............................................................................16
Client tier components...............................................................................18
Browser-based web applications ........................................................19
Installed desktop client applications ....................................................23
Application tier components.......................................................................29
Web application servers.......................................................................30
Java software development kit (SDK) support.....................................30
.NET software development kit (SDK) support....................................33
BusinessObjects Web Services...........................................................34
Query as a Web Service......................................................................35
Packaged applications.........................................................................36
Intelligence tier...........................................................................................38
Server classifications............................................................................38
Central Management Server (CMS).....................................................42
Event Server.........................................................................................44
File Repository Servers........................................................................44

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 3


Contents

Cache servers......................................................................................45
Processing tier...........................................................................................45
Job servers...........................................................................................46
Report and Processing servers ...........................................................48
Crystal Reports page server ................................................................50
Multi-Dimensional Analysis Server (MDAS) ........................................51
Dashboard and Analytics servers .......................................................51
Data tier ....................................................................................................53
Semantic layers ...................................................................................53
Connection Server ...............................................................................54
Security management................................................................................54
Central Management Server (CMS) security.......................................55
Security plug-ins...................................................................................55
Information flow ........................................................................................56
What happens when you schedule an object?.....................................56
What happens when you view a report?..............................................57

Chapter 3 Planning Your Deployment 63


Planning your BusinessObjects Enterprise deployment............................64
Assessing your organization's environment..............................................64
Operating systems...............................................................................65
Databases in BusinessObjects Enterprise...........................................67
Web application servers.......................................................................70
Web servers.........................................................................................72
Failover and load balancing.................................................................73
Multi-homed environment.....................................................................73
Security................................................................................................74
Performance and scalability.................................................................78
Designing for high availability...............................................................79
Deployment scenarios...............................................................................81
Desktop client to server overview.........................................................82

4 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Contents

N-tier scenario overview.......................................................................83


Complex deployment overview............................................................84

Chapter 4 Deployment Checklists 87


Deployment Checklist................................................................................88
Installation order........................................................................................89

Chapter 5 Glossary 93

Appendix A Get More Help 105

Index 109

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 5


Contents

6 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Getting Started

1
1 Getting Started
About this guide

About this guide


This guide will help you plan a successful deployment of BusinessObjects
Enterprise XI 3.0. Whether you are a new or experienced user, this guide
provides all the information you need to:

• Understand BusinessObjects Enterprise architecture.


• Choose an appropriate configuration.
• Plan a secure and fail-safe environment.
• Learn the new features available for BusinessObjects Enterprise.

For information about installation types and post installation considerations;


including how to use wdeploy to deploy Business Objects WAR files, see
the BusinessObjects Enterprise Installation and Configuration Guide.

For server configuration and user management tasks, see the


BusinessObjects Enterprise Administrator's Guide.

For specific information related to wdeploy, see the Deploying


BusinessObjects Enterprise Web Applications Using wdeploy Guide.

All product documentation (including error message explanations) is available


in all supported languages in an HTML-based documentation library. This
system enables full-text search and other customizable features to make it
easy to find the information you need. You can also access or download the
PDF guides from the same website. The website is refreshed with up-to-date
content as it becomes available between releases. Go to http://support.busi
nessobjects.com/documentation/

What's new
BusinessObjects XI 3.0 is the first release where:
• New languages can be added to your installation using the stand-alone
language pack installer.
For more information and to get started, see Language Packs on Windows
in the BusinessObjects Enterprise XI 3.0 Installation and Configuration
Guide.
• InfoView can be deployed with fail-over support for web application
clusters.

8 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Getting Started
What's new 1
• New stand-alone client tools installer for Microsoft Windows. You can
now specify which client tools and components to install using a dedicated
installation program.
For more information and to get started, see Stand-Alone Client Tools
Installation in the BusinessObjects Enterprise XI 3.0 Installation and
Configuration Guide.
• Web applications can now be deployed to supported web application
servers using the BusinessObjects Enterprise installer. Previous releases
deployed only to Tomcat.
For more information and to get started, see Web Applications Installation
in the BusinessObjects Enterprise XI 3.0 Installation and Configuration
Guide.
• BusinessObjects Enterprise can now be installed on systems running
either BusinessObjects Enterprise XI Release 1 or BusinessObjects
Enterprise XI Release 2 using a side-by-side installation scenario.
For more information and to get started, see Preparing to Install
BusinessObjects Enterprise in the BusinessObjects Enterprise XI 3.0
Installation and Configuration Guide.
• Scripted installations are supported. You can now log all your installation
settings in a file used to run silent or scripted installations. This feature
is useful for automating custom installations.
For more information and to get started, see Silent Installation of
BusinessObjects Enterprise in the BusinessObjects Enterprise XI 3.0
Installation and Configuration Guide.
• All product documentation (including error message explanations) is
available in all supported languages in an HTML-based documentation
library. This system enables full-text search and other customizable
features to make it easy to find the information you need. You can also
access or download the PDF guides from the same website. The website
is refreshed with up-to-date content as it becomes available between
releases. Go to http://support.businessobjects.com/documentation/

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 9


1 Getting Started
Overview of BusinessObjects Enterprise XI 3.0

Overview of BusinessObjects Enterprise


XI 3.0
BusinessObjects Enterprise XI 3.0 is the business intelligence platform that
supports a range of performance management (Dashboard and Analytics),
reporting, querying, and analysis applications. It also provides an
industry-standard, proven architecture and platform-support for semantic
layers, data integration, and security. BusinessObjects Enterprise provides
for web-based administration and configuration of the entire system.

BusinessObjects Enterprise features:


• Extend the robust information infrastructure provided by earlier releases
and integrate seamlessly with existing product lines.
• Support all deployment models and let you fine-tune administration and
configuration of the entire system.
• Bring together features from across the Business Objects product line to
meet your evolving reporting needs, from using Web Intelligence anywhere
to improving Crystal Reports interactivity and personalization.
• Facilitate upgrading from older products to BusinessObjects Enterprise
XI 3.0.
• Support side-by-side deployments, enabling existing customers to leverage
their investments in Business Objects and Crystal technologies.
• Deliver innovation to drive user productivity and self-service reporting.
• Deliver more reporting with fewer reports.
• Include a variety of major enhancements spread across data access
methods, administration capabilities, and report design options.
• Simplify business monitoring with dashboard functionality and improved
user experience.
• Deliver the strongest self-service query and analysis solution for SAP
customers.

About this guide


This guide provides you with information for planning your BusinessObjects
Enterprise deployment. It explains the key concepts and choices you need
to make before you begin your deployment. You should read this to gain an
understanding of how you can install BusinessObjects Enterprise to suit your
organization.

10 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Getting Started
Deploying for the first time 1
For information about installing BusinessObjects Enterprise, see the
BusinessObjects Enterprise Installation and Configuration Guide.

For initial server configuration and user management tasks, see the
BusinessObjects Enterprise Administrator's Guide.

For specific information related to wdeploy, see the Deploying


BusinessObjects Enterprise Web Applications Using wdeploy Guide.

Who should use this guide?


It is recommend to consult this guide if you are:
• New to BusinessObjects Enterprise XI 3.0.
• Planning your first deployment.
• Making significant changes to the architecture of an existing deployment.

This guide is intended as pre-reading material for administrators responsible


for configuring, managing, and maintaining a BusinessObjects Enterprise
installation. Familiarity with your operating system and your network
environment is beneficial, as is a general understanding of web application
server management and scripting technologies. However, to assist all levels
of administrative experience, this guide provides sufficient background and
conceptual information to clarify administrative tasks and features.

Deploying for the first time


If you are planning or performing your first deployment of BusinessObjects
Enterprise, it is recommended that you perform the following tasks and read
the corresponding sections:
• Familiarize yourself with the BusinessObjects Enterprise system
architecture by reading Architecture basics on page 16.
• Assess your needs and design a deployment architecture that works best
for you with Assessing your organization's environment on page 64.
• To learn specific requirements and caveats related to the architecture
type you have selected for your deployment, review sections of the
BusinessObjects Enterprise Administrator's Guide and the
BusinessObjects Enterprise Installation and Configuration Guide prior
to installation. These topics include:
• Deployment configuration: providing detailed configuration settings
for each of the supported web application servers with simple,

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 11


1 Getting Started
Changing your deployment's architecture

distributed (clustered), and complex deployment scenarios. See the


BusinessObjects Enterprise Installation and Configuration Guide for
more details.
• Authentication and security: enabling Single Sign On (SSO), security
plug-ins, active trust relationships, session tracking, environment
protection, auditing, trusted authentication, third-party authentication
(Active Directory or SiteMinder, using NTLM, Kerberos, or LDAP), and
working with firewalls. See the BusinessObjects Enterprise
Administrator's Guide for more details.
• Improving performance: assessing your needs and evaluating system
performance, as well as how to scale or plan for scaling your system.
See theBusinessObjects Enterprise Administrator's Guide for more
details.

• Once you have formulated your deployment plan, proceed with your
installation using the BusinessObjects Enterprise Installation and
Configuration Guide.
• After you install, read the Managing and configuring servers chapter of
the BusinessObjects Enterprise Administrator's Guide for information
about configuring your BusinessObjects Enterprise server processes from
within the Central Management Console (CMC). The guide also includes
advanced topics such as configuring clustered environments, multi-homed
machines, and secure socket layer (SSL) configuration.

Changing your deployment's architecture


If you need to revise your deployment to account for significant changes in
how you use the system, it is recommended that you read the following
documentation:
• In the BusinessObjects Enterprise Administrator's Guide, read the
Improving Performance chapter for information about assessing and
improving the performance of an existing deployment.
• After determining which areas need improvement, read Assessing your
organization's environment on page 64 to see other if a different
deployment configuration would improve performance in your area of
interest.

12 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Getting Started
BusinessObjects Enterprise guides 1
• If you need to configure server components, see the Managing and
configuring servers chapter of the BusinessObjects Enterprise
Administrator's Guide.
• For information about installing server components or deploying to a new
web application server platform, see the Manually deploying the web tier
section of the BusinessObjects Enterprise Installation and Configuration
Guide.

BusinessObjects Enterprise guides


The following table provides a list of BusinessObjects Enterprise guides and
their contents.

Guide Description

BusinessObjects Enterprise This guide covers the key concepts you


Deployment Planning Guide should consider before you begin deploy-
ing BusinessObjects Enterprise. This
guide includes an overview of the architec-
ture, tips for assessing your existing envi-
ronment, determining your organization's
needs, and preparing for the installation.

BusinessObjects Enterprise In- Leads you through the steps required to


stallation and Configuration run the setup program and complete your
Guide installation of BusinessObjects Enterprise.
There are UNIX and Windows versions of
this guide available.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 13


1 Getting Started
BusinessObjects Enterprise guides

Guide Description

BusinessObjects Enterprise Provides content for server administration


Administrator's Guide and content administration. The server
administration topics includes server con-
figuration, managing authentication, con-
figuring firewalls, and measuring system
performance. The content administration
topics include working with the CMC,
configuring rights and access levels,
managing users, and working with Busi-
ness Objects applications and objects.

BusinessObjects Enterprise Provides an overview of the publishing


Publisher's Guide process, working with publications, pub-
lishing Crystal reports, publishing web in-
telligence documents, publishing desktop
intelligence documents, and publishing
security.

BusinessObjects Enterprise Mi- Details content migration from legacy


gration Guide Business Objects software, such as Clas-
sic or Enterprise 5 or 6, to BusinessOb-
jects Enterprise XI 3.0.

BusinessObjects Enterprise Information for upgrades from BusinessOb-


Upgrade Guide jects Enterprise XI to BusinessObjects
Enterprise XI 3.0.

BusinessObjects Enterprise In- Provides an overview of InfoView and


foView User's Guide working with Crystal Reports, Web Intelli-
gence, objects, discussions, encyclopedia,
and Voyager workspaces.

For a complete list of all of our product documentation please visit our support
site: http://support.businessobjects.com/documentation/product_guides/de
fault.asp

14 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise
XI 3.0 Architecture

2
2 BusinessObjects Enterprise XI 3.0 Architecture
Architectural overview

Architectural overview
This section outlines the overall platform architecture, system tiers, and
individual services and components that make up the business intelligence
(BI) platform. This information will help administrators understand the
essentials of BusinessObjects Enterprise and how to plan the deployment,
management, and maintenance of the system.

BusinessObjects Enterprise includes specialized services including Web


Intelligence, Desktop Intelligence, and Crystal Reports components, and a
set of Dashboard and Analytics services for metrics management, predictive
analysis, and process analysis. These services are available to software
created by your own organization through several application programming
interfaces (APIs).

BusinessObjects Enterprise is designed for high performance across a broad


spectrum of user and deployment scenarios. For example, specialized
platform services are included that handle either on-demand data access
and report generation or time- or event-based report scheduling. You can
offload processor intensive scheduling and processing to dedicated servers
to improve performance. The architecture is designed to meet the needs of
virtually any BI deployment, and is flexible enough to grow from several users
with a single tool, to tens of thousands of users with multiple tools and
interfaces.

Architecture basics

The BusinessObjects Enterprise technical architecture is composed of a set


of tiers optimized for specific tasks and operations. The five tiers are:
• Client: web browser and rich clients.
• Application: Java web application servers and tools.
• Intelligence: system server processes.
• Processing: data analysis and report generation.
• Data: source repositories.

16 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Architectural overview 2

Developers can access the platform using a set of web services and Java
APIs to integrate BusinessObjects Enterprise into other enterprise 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.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 17


2 BusinessObjects Enterprise XI 3.0 Architecture
Client tier components

• Dashboard and Analytics.


• Dashboard Builder.

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.

To provide flexibility, reliability, and scalability, the components that make


up BusinessObjects Enterprise can be installed on one or many machines.
You can even install two BusinessObjects Enterprise deployments
simultaneously on the same hardware, although this configuration is
recommended only for upgrade or testing purposes.

Server processes can be vertically scaled (where one computer runs several,
or all, server-side processes) to reduce cost, or horizontally scaled (where
server processes are distributed between two or more networked machines)
to improve performance. It is also possible to run duplicate instances of a
server process on the same machine, or across several networked machines.
Note: Server processes run as services on Windows machines, and as
daemons on UNIX machines. While it is possible to deploy a mixture of
Windows and UNIX platforms at the tier level (such as a UNIX web application
server with a Windows CMS), it is recommended that you do not mix operating
systems for server processes (such as a cluster of two CMS systems where
one runs Windows and the other runs UNIX).

Client tier components


Two application categories are available in the client tier: operating system
independent web applications that run in web browsers, like Internet Explorer,
Firefox, or Safari; and rich desktop applications installed on a Microsoft
Windows operating system.

18 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Client tier components 2
Browser-based web applications
The first category is made up of light-weight, web browser-based client
front-ends that run on all supported operating system platforms. A web
application server receives client requests and interfaces with the
BusinessObjects Enterprise intelligence and processing tiers to return data
to the users' web browsers. This approach allows you to provide business
intelligence (BI) access to large groups of users through your intranet or the
web, without the challenges of deploying desktop software products.
Communication is conducted over HTTP and can be secured with SSL by
enabling HTTPS encryption on the web application server. Examples of this
type of application include the InfoView, Web Intelligence, Central
Management Console (CMC), and report viewers.

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 middleware 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.

Browser-based web applications

Browser-based web applications use web technologies such as, Active X,


Flash, Ajax framework, J2EE, and .NET web components (framework and
reporting services) to integrate with BusinessObjects Enterprise.

These web applications also act as an effective demonstration of how


BusinessObjects Enterprise software development kits (SDKs) can be used
to create custom web applications for end users or administrators.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 19


2 BusinessObjects Enterprise XI 3.0 Architecture
Client tier components

InfoView
InfoView can access, interact with, and export, any type of business
intelligence including reports, analytics, dashboards, scorecards, and strategy
maps.
InfoView allows users to manage:
• BI catalog browsing and searching.
• BI content access (creating, editing, and viewing).
• BI content scheduling and publishing.

Central Management Console (CMC)

The Central Management Console (CMC) is a web-based tool to perform


day-to-day administrative tasks, including user management, content
management, and server management. It also allows you to publish, organize,
and set security levels for all of your BusinessObjects Enterprise content.
Because the CMC is a web-based application, you can perform all of these
administrative tasks remotely.

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.

The CMC also demonstrates how you can use the administrative objects
and libraries in the BusinessObjects Enterprise software development kit
(SDK) to create custom web applications for administering BusinessObjects
Enterprise.

Server Intelligence
Server Intelligence is a component of the Central Management Console
(CMC) that simplifies administrative procedures previously carried out by
the Central Configuration Manager (CCM), such as the management of CMC
server processes. This includes the addition and removal of server processes,
server process configuration, and the automatic restart or shutdown of servers
that encounter unexpected conditions.

Server Intelligence also archives server process information in the CMS


database so you can easily restore default server settings, or create
redundant instances of server processes with the same settings.

20 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Client tier components 2
Note: The CCM is a tool that allows you to configure and manage the Server
Intelligence Agent. The Server Intelligence Agent is the component that
allows you to manage all servers through the CMC.You can also use the
CCM to create and manage nodes in your deployment.

Dashboard and Analytics


Dashboard and Analytics integrates all performance data and processes,
enabling CFOs, finance departments, and business managers to track and
analyze key business metrics and goals via management dashboards,
scorecards, and alerting.

Business Objects dashboard and scorecard products consist of an integrated


dashboard, scorecard, and dashboard builder, as well as a catalog of analytic
templates and five integrated analytic engines. The five analytic engines
(metrics, rules, sets, predictive, and process analysis) provide the processing
power to monitor performance, alert to exceptions, track customer segments,
forecast, and analyze business processes.

Web Intelligence
Web Intelligence is a scalable online query and analysis tool for knowledge
workers to build queries and analyze business information through a user
friendly drag-and-drop interface. The patented Business Objects semantic
layer hides the complexity of underlying data sources. Reports can be
published to the BusinessObjects Enterprise web portal, or to Microsoft Office
applications using BusinessObjects Live Office.

Voyager
Voyager is an AJAX-based online analytical processing (OLAP) web client
designed for business and financial analysts. It not only provides access to
a wide range of OLAP databases, but also allows users to combine
information from different systems within a single workspace. 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.

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).

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 21


2 BusinessObjects Enterprise XI 3.0 Architecture
Client tier components

Xcelsius
Xcelsius is a data visualization tool that transforms BI data into engaging
presentations and dashboards. It enables the integration of dynamically
updated data into Microsoft Office, PDF, and web documents with Business
Objects queries and reports. Xcelsius is comprised of designer and viewing
extensions leveraging Business Objects web services.

BusinessObjects Mobile
BusinessObjects Mobile allows your organization access to information from
any wireless device. Management and information workers can stay
up-to-date and make decisions with access to the latest information. Sales
and field service staff can provide the right customer, product, and work order
information, where and when it's needed, helping to shorten sales cycles,
and increasing customer satisfaction.

Report viewers
BusinessObjects Enterprise includes report viewers that support different
platforms and different browsers in the client tier, and which have different
report viewing functionality.

Report viewers fall into two categories:


• Client-side viewers (Active X viewer, Java viewer)

Client-side viewers are downloaded and installed in the user's browser.


When a user requests a report, the application server processes the
request, and retrieves the report pages from the BusinessObjects
Enterprise framework. The application server then passes the report
pages to the client-side viewer, which processes the report pages and
displays them directly in the browser.
• Zero-client viewers (DHTML viewer)

Zero-client viewers reside on the application server. When a user requests


a report, the application server processes the request, and then retrieves
the report pages from the BusinessObjects Enterprise framework. The
application server processes the report and creates DHTML pages that
the viewer displays in the user's web browser.

All report viewers help process requests for reports, and present report pages
that appear in the user's browser.

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BusinessObjects Enterprise XI 3.0 Architecture
Client tier components 2
For more information on the specific functionality or platform support provided
by each report viewer, see the BusinessObjects Enterprise InfoView User's
Guide or the Crystal Reports Developer's Guide, available at the customer
support portal: http://support.businessobjects.com/documentation/prod
uct_guides/default.asp.

Installed desktop client applications

The installed desktop client applications interact with the BusinessObjects


Enterprise intelligence or processing servers. They do not communicate with
the Java web application server. Communication between the clients and
the servers can be secured with SSL encryption (CORBA SSL).

Desktop products are installed client applications that run on Microsoft


Windows operating systems. They can store resources locally and access
your organization's data through locally installed database driver middleware
or the Central Management Console (CMC).

Business Views Manager


Business Views is a multi-tier system that enables companies to build
comprehensive and specific Business Views objects that help report designers
and end users access the information they require.

Administrators use the Business View Manager—a thick-client designer,


which runs as a Microsoft Windows application. This designer provides a
wide range of capabilities for creating Data Connections, Dynamic Data
Connections, Data Foundations, Business Elements, and Business Views.
The Business View Manager allows you to design relational views of
information. This designer also allows you to set detailed column and
row-level security for various objects in a report.

Crystal Reports Designer


Crystal Reports Designer allows database experts or application developers
to create and integrate detailed reports that can be easily shared with others
using Crystal Reports Viewer or a web browser.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 23


2 BusinessObjects Enterprise XI 3.0 Architecture
Client tier components

Crystal Reports Viewer


The Crystal Reports Viewer is available as a free download from
http://www.businessobjects.com/product/catalog/crystalreports, and allows
users to open reports created in read-only mode. Reports cannot be
refreshed, as the data used is saved within the report itself.

Central Configuration Manager (CCM)


The CCM is a server troubleshooting and node configuration tool provided
in two forms. In a Microsoft Windows environment, the CCM allows you to
manage local and remote servers through its graphical user interface (GUI)
or from a command line. In a UNIX environment, the CCM shell script
(ccm.sh) allows you to manage servers from the command-line.

The CCM allows you to view and to modify server settings only while Business
Objects server processes are offline. The Central Management Console
(CMC) is used to stop server processes, then the CCM is used to modify
performance settings or change server port numbers.

Note: Most server management tasks are now handled through the CMC,
not in the CCM. The CCM was the primary tool for server management in
previous versions, but the CCM is now used only for troubleshooting and
node configuration.

Desktop Intelligence
Desktop Intelligence is an integrated query, reporting and analysis tool that
allows you to access data using familiar business terms, rather than using
technical database query methods, like SQL. The complexity of the underlying
data storage is abstracted in the semantic data layer known as the Business
Objects Universe.

Data Source Migration Wizard


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

24 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Client tier components 2
features of BusinessObjects Enterprise while keeping the functionality of the
reports and data sources from your previous installation.

Repository Diagnostic Tool


The Repository Diagnostic Tool (RDT) is new for BusinessObjects Enterprise
XI 3.0. This tool 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.

Import Wizard
The Import Wizard guides administrators through the process of importing
universes, reports, users, groups, and folders, from a previously released
version of BusinessObjects Enterprise to the latest version. It also allows
administrators to export to BIAR (Business Intelligence Archive Resource)
files.

The Import Wizard runs on Microsoft Windows platform, but can be used to
import information into BusinessObjects Enterprise systems running any
supported Windows or UNIX operating system.

Live Office
BusinessObjects Live Office integrates with the Microsoft Office environment,
allowing for dynamically updated data to be embedded within Microsoft
PowerPoint, Excel, and Word documents. Plus, you can share your
documents with others over the web for collaborative decision-making. From
within Microsoft Office, you can use intuitive wizards and toolbars to easily
connect to a Crystal report, Web Intelligence document, or use ad hoc data
selections. Then format your data using familiar Microsoft Office tools.

Using Live Office, you can publish "live" documents to BusinessObjects


Enterprise for sharing with your coworkers through a business intelligence

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 25


2 BusinessObjects Enterprise XI 3.0 Architecture
Client tier components

portal. Or, take it outside the firewall and email it to an off-site partner or
coworker.
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.

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 create
and 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
BusinessObjects Enterprise. Once an object is added, it appears in the folder
that you specified in InfoView (or your customized web desktop) and in the
Folders management area of the CMC.

For more information, see the Adding Objects to the Repository chapter of
BusinessObjects Enterprise Administrator's guide.

Query as a Web Service


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.

26 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Client tier components 2
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.

Query as a Web Service also enables a range of client-side solutions in tools


such as:
• Microsoft Office, Excel, and InfoPath.
• SAP Application Server.
• OpenOffice.
• Business rules and process management applications.
• Enterprise Services.

Report Conversion Tool


The Report Conversion Tool converts Desktop Intelligence reports to the
Web Intelligence format and publishes the converted reports to the CMS.

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
on the features in the original report. Some features prevent the report from
being converted. Other features are modified, reimplemented, or removed
by the tool during conversion.

The tool assigns one of three statuses to each report:


• Fully Converted.
• Partly Converted.
• Not Converted.

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.

Translation Manager
BusinessObjects Enterprise provides support for multilingual documents and
universes. A multilingual document contains localized versions of universe
metadata and document prompts. A user can create reports, for example,
from the same universe in their chosen languages.

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2 BusinessObjects Enterprise XI 3.0 Architecture
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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:
• Translates universe or a Web Intelligence documents for a multilingual
audience.
• Defines the metadata language parts of the document and the appropriate
translation. It generates external XLIFF format and imports XLIFF files to
get translated information.
• Lists the universe or Web Intelligence document structure to be translated.
• Lets you translate the metadata through the interface.
• Lets you translate the metadata using external translation tools by
exporting and importing XLIFF files.
• Creates a multilingual document where several languages can be saved.

Universe Builder
A universe is a semantic layer of abstraction that exists between
BusinessObjects Enterprise and the data in your organization's database.
Universe Builder allows you to create universes from XML metadata and
Oracle Analytic Services.

Universe data sources can be multi-dimensional objects (dimensions,


measures, details), enabling the end user to analyze the data without needing
to know the details of the underlying database structure.

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

Universe Designer provides a connection wizard that allows you to connect


to your database middleware. You can create multiple connections with

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BusinessObjects Enterprise XI 3.0 Architecture
Application tier components 2
Designer, but only one connection can be defined for each universe. This
database connection is saved with the universe.

Designer provides a graphical interface to select and view tables in a


database. The database tables are represented as table symbols in a schema
diagram. You can use this interface to manipulate tables, create joins between
tables, create alias tables, create contexts, and solve loops in your schema.
Web Intelligence users do not see this schema.

Web Intelligence rich client


Web Intelligence can be used offline as a Web Intelligence rich client, as a
standalone Microsoft Windows application equivalent to the Java Report
Panel. 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, and
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.

Application tier components


The application tier acts as the translation layer between the end user and
the processing tier. A third-party web application server hosts Java SDK
modules to process requests from the user tier, then communicates those
requests to the appropriate service in BusinessObjects Enterprise.

The following third-party J2EE web application servers can be used with
BusinessObjects Enterprise.
• WebSphere 6.1.
• WebSphere Community Edition 2.0.
• WebLogic 10.
• WebLogic 9.2.
• Tomcat 5.5 (bundled with BusinessObjects Enterprise).
• SAP Application Server 7.0.
• Oracle 10G R3.
• JBoss 4.04.

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2 BusinessObjects Enterprise XI 3.0 Architecture
Application tier components

Note: For specific version compatibility, refer to the BusinessObjects


Enterprise supported platform document guide online on our support web
site: http://support.businessobjects.com/documentation/supported_platforms.
The web and application services tier communicate with the following
BusinessObjects Enterprise :
• The BusinessObjects Enterprise SDK.
• BusinessObjects Enterprise web services.

Web application servers

BusinessObjects Enterprise requires a Java web application server to process


the server-side scripts that make up web applications. You can install the
Tomcat web application server during the BusinessObjects Enterprise
installation, or use a supported third-party web application server and Java
Development Kit (JDK).

The following web application servers are supported in BusinessObjects


Enterprise.
• WebSphere 6.1.
• WebSphere Community Edition 2.0.
• WebLogic 10.
• WebLogic 9.2.
• Tomcat 5.5 (bundled with BusinessObjects Enterprise).
• SAP Application Server 7.0.
• Oracle 10G R3.
• JBoss 4.04.
Note: For specific version compatibility, refer to the BusinessObjects
Enterprise supported platform document guide online on our support web
site: http://support.businessobjects.com/documentation/supported_platforms.

Java software development kit (SDK) support

The BusinessObjects Enterprise Java 2 Enterprise Edition (J2EE) software


development kit (SDK) allows you to create Java web applications that run
on the web application server in your BusinessObjects Enterprise deployment.

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BusinessObjects Enterprise XI 3.0 Architecture
Application tier components 2
SDKs give you the ability to create web applications that integrate powerful
reporting features, such as those offered by Web Intelligence or InfoView.

The following Java SDKs are included with BusinessObjects Enterprise.


• BusinessObjects Enterprise Java SDK.
• Report Engine Java SDK.
• Report Application Server (RAS) Java SDK.
• Viewers Java SDK.
• Web services Java SDK.
• JavaServer Faces Components (JSF) for BusinessObjects Enterprise
SDK.

BusinessObjects Enterprise Java SDK


The BusinessObjects Enterprise SDK allows you to incorporate
BusinessObjects Enterprise functionality into your own web applications.
1. Authentication and session management.
Users can be authenticated by using the BusinessObjects Enterprise
authentication protocol or some other protocol, such as LDAP or Kerberos.
Once the user is authenticated, a user session is created. The user
session maintains state information as the user performs actions and
navigates to different pages within the BusinessObjects Enterprise web
application.
2. Working with repository objects.
The information entity in BusinessObjects Enterprise is the InfoObject.
All operations involve the retrieval and manipulation of InfoObjects from
the Central Management Server (CMS).
3. Report operations.
The BusinessObjects Enterprise SDK supports many types of report
documents: Crystal reports, Web Intelligence and Desktop Intelligence
documents, as well as Microsoft Excel, and Adobe's Portable Document
Format (PDF), among others.
4. Administering BusinessObjects Enterprise.
Many aspects of a BusinessObjects Enterprise deployment can be
administered programmatically, such as managing server process and
server process groups, and server auditing.

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2 BusinessObjects Enterprise XI 3.0 Architecture
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Report Engine SDK


The Report Engine 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.

Report Application Server (RAS) Java SDK


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.

Web application users can create or modify Crystal reports by adding,


removing, or modifying tables, charts, parameters, and fields.

Viewers Java SDK


The Viewers SDK is an API that lets you incorporate reports in a range of
different formats within your web application.

Viewers are a 'thin-client' technology - users of your web application don't


need to install any additional software in order to view the reports. Two Java
viewers are available:
1. DHTML report page viewer.
This viewer provides basic thin-client report viewing capabilities to present
data and allow drill-down, page navigation, zooming, prompting, text
searching, highlighting, exporting, and printing.
2. Report parts viewer.
This viewer provides the ability to view individual report parts including
charts, text, and fields.

Web services Java SDK


See BusinessObjects Web Services on page 34.

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JavaServer Faces (JSF) SDK
The JavaServer Faces (JSF) SDK consists of JavaServer Faces components
and managed Java beans built on top of the BusinessObjects EnterpriseJava
SDK. The components encapsulate common BusinessObjects Enterprise
functionality, such as logging on to the system, navigating through folders
and categories, listing managed content, and viewing Crystal reports.

JSF component functionality can be divided into several main areas of


BusinessObjects Enterprise application development.
1. Identifying end users in a BusinessObjects Enterprise system.
Individual users can be associated with their actions, such as logging on
or off, and changing a password.
2. Listing and navigating managed content.
Users can navigate repetitive information using nested lists rendered from
a data source.
3. Scheduling of managed content.
Your application's users can schedule reports to run at custom intervals
if you create pages that enable a user to set scheduling options.
4. Viewing managed content.
The ReportPageViewer component lets you quickly add the ability to
view reports on a page.

.NET software development kit (SDK) support

The following .NET SDKs are included with BusinessObjects Enterprise.


• Report Application Server (RAS) .NET SDK.
• Crystal Reports .NET SDK.
• Web services .NET SDK.

Report Application Server (RAS) .NET SDK


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.

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2 BusinessObjects Enterprise XI 3.0 Architecture
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Web application users can create or modify Crystal reports by adding,


removing, or modifying tables, charts, parameters, and fields.

Crystal Reports .NET SDK


The Crystal Reports .NET SDK allows you to incorporate BusinessObjects
Enterprise functionality into your own web applications, including:
1. Core functions.
Embed Crystal Reports Designer in your applications for report creation.
2. Database connections.
Log on to a database server and access data.
3. Report data manipulation.
Filter, group, sort, and total report data.
4. Report appearance and report objects.
Format, work with field and text objects, and enhance report presentation.
5. Printing and Exporting.
Export reports to other formats, and print reports.

BusinessObjects Web Services

Business Objects Web Services provide a Java and .NET API accessed by
rich clients in the user interaction tier, such as Live Office and Crystal Reports.

Web Services consists of software components that can be called remotely


using the Simple Object Access Protocol (SOAP). SOAP is a protocol for
exchanging information that is not dependent on a specific platform, object
model, or programming language.

BusinessObjects Enterprise Web Services includes functionality in the


following areas:
• Session
Authentication and user privilege management.
• BI platform

34 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Application tier components 2
Exposes advanced platform features such as scheduling, search, user
and group administration, server administration, platform events, and
calendars.
• Report Engine
Displays Web Intelligence and Crystal Reports in HTML, PDF, Excel, and
XML format.
• Query
Builds ad-hoc queries based on the Business Objects universe semantic
layer.

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.

For information on installing and configuring Web Services, see the


BusinessObjects Enterprise Web Services Administrator Guide.

Query as a Web Service

Business Objects Query as a Web Service is a wizard-based application that


allows queries to be made into a web service and integrated with web-ready
applications. Queries can be saved to create a catalog of standard queries
that application builders can select as required.

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.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 35


2 BusinessObjects Enterprise XI 3.0 Architecture
Application tier components

Query as a Web Service is designed to work on top of any Microsoft Windows


application the same way as other web services. Query as a Web Service
is based on the W3C web service specifications SOAP, WSDL, and XML. It
has two main components:
1. Server component
The server component (included in BusinessObjects Enterprise) stores
the Query as a Web Service catalog and hosts the published web services.
2. Client tool
This is how business users create and publish their queries as a web
service on the server. You can install the client tool on several machines
that can access and share the same Query as a Web Service catalog
stored on the server. The client tool communicates with the server
components via web services.

Query as a Web Service allows web queries to be used as part of a range


of client-side solutions.
• Microsoft Office, Excel, and InfoPath.
• SAP Application Server.
• OpenOffice.
• Business rules and process management applications.
• Enterprise Service Bus platforms.

Packaged applications

This section describes the tools that are installed with BusinessObjects
Enterprise.

Dashboard and Analytics


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. Dashboard and Analytics
includes the following products:
• Dashboard Builder
• Performance Manager

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BusinessObjects Enterprise XI 3.0 Architecture
Application tier components 2
• Set Analysis
• Predictive Analysis
• 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 Dashboard and Analytics
as part of the software license agreement.

Voyager
Voyager is an online analytical processing (OLAP) tool for working with
multi-dimensional data. Users access Voyager from within the
BusinessObjects Enterprise InfoView portal. Users can create new analysis
workspaces, and view and edit workspaces that have been saved to the
BusinessObjects Enterprise repository.

Voyager is accessed from BusinessObjects InfoView in a web browser, which


can be distributed to a large number of users, including those outside of your
secure network, on the internet.

Voyager requires a connection to a supported OLAP data source, such as


Microsoft Analysis Services, SAP BW, or Oracle Hyperion Essbase.
Therefore, you must create a connection to data before analysts can begin
using Voyager to analyze data.

Note: The Voyager web application is available only as a Java web


application. There is no corresponding Voyager application for .NET.

Deploying web applications with wdeploy


BusinessObjects Enterprise ships with a tool to ease the deployment of web
applications on supported web application servers. Based on the Apache
Ant scripting tool, wdeploy allows you to deploy WAR files to a web
application server in two ways:
1. Standalone mode.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 37


2 BusinessObjects Enterprise XI 3.0 Architecture
Intelligence tier

All web application resources are deployed together on a web application


server that serves both dynamic and static content.
2. Distributed 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.

For more information about wdeploy, see the Post Installation Web
Application Deployment chapter of the BusinessObjects Enterprise Installation
guide.

Intelligence tier
The Intelligence tier manages the BusinessObjects Enterprise system. It
maintains all of the security information, sends requests to the appropriate
servers, manages audit information, and stores report instances.

This tier contains the following components:


• Central Management Server (CMS).
• Event Server.
• File Repository Servers (FRS).
• Cache Server instances.

Server classifications

The Central Management Console (CMC) web application provides the ability
to add, remove, enable, or disable, BusinessObjects Enterprise servers.
These processes are grouped into three categories: Framework servers,
Processing servers, and Performance Management servers. For more
information about server management , see Chapter 6: Managing and
Configuring Servers in the BusinessObjects Enterprise Adminstrator's Guide
.

Framework servers
Framework servers provide back-end core system services that form the
foundation of the BusinessObjects Enterprise Business Intelligence platform.

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BusinessObjects Enterprise XI 3.0 Architecture
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Server kind Description Server instance(s)
managed by CMC
Central Man- Primary server process that provides ser- CentralManage
agement vices for all other servers in the Business mentServer
Server Intelligence (BI) platform, including manage-
ment of:
• security
• objects
• servers
• auditing

Event Server Responsible for monitoring file based EventServer


events, and notifying the CMS of these
events.
File Reposito- Responsible for the creation of file system InputFileReposi
ry Servers objects, such as exported reports, and im- tory, OutputFil
ported files in non-native formats. eRepository

Adaptive Generic server that hosts multiple services AdaptiveProcess


Processing responsible for processing requests from ingServer
Servers various sources. It can host services like
the Publishing Service and the Client Audit-
ing Proxy Service.

Processing servers
Processing servers are the back-end components that handle requests from
Web Intelligence, Desktop Intelligence, Crystal Reports, and Voyager.

Server kind Description Server instance(s) managed


by CMC
Connection Serv- Responsible for handling ConnectionServer
er connection and interaction
with the various datasources
and providing a common fea-
ture set to its clients, by emu-
lating the missing features if
necessary.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 39


2 BusinessObjects Enterprise XI 3.0 Architecture
Intelligence tier

Server kind Description Server instance(s) managed


by CMC
Crystal Reports Caches recently executed CrystalReportsCacheServ
Cache Server Crystal reports to reduce er
database requests.
Crystal Reports Runs Crystal report queries CrystalReportsProcess
Processing Serv- and returns data to Crystal ingServer
er Reports Cache Server.
Desktop Intelli- Caches recently executed DesktopIntelligence
gence Cache Desktop Intelligence reports CacheServer
Server to reduce database requests.
Desktop Intelli- Runs Crystal report queries DesktopIntelligencePro
gence Process- and returns data to Crystal cessingServer
ing Server Reports Cache Server.
Job Servers Processes scheduled actions AdaptiveJobServer, Crys
on objects at the request of talReportsJobServer,
the CMS. When you add a DesktopIntelligenceJob
Job server to the BusinessOb- Server, DestinationJob
jects Enterprise system, you Server, ListOfValuesJob
can configure the Job server Server, ProgramJobServer,
to: PublicationJobServer
• Process report and docu-
ment objects
• Process program objects
• Process publication ob-
jects
• Send objects or instances
to specified destinations.

Report Applica- Responsible for responding ReportApplicationServer


tion Server to page requests by process-
ing reports and generating
Encapsulated Page Format
(EPF) pages.
Web Intelligence Runs Web Intelligence WebIntelligenceProcess
Processing Serv- queries and returns data to ingServer
er the user.

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Server kind Description Server instance(s) managed
by CMC
Multi Dimension- OLAP framework server. MultiDimensionalAnaly
al Analysis Ser- sisServicesServer
vices (MDAS)
Server

Performance Management servers


Performance Management servers are the back-end servers for the
Performance Management product suite. Performance Management is only
enabled if you purchase the appropriate BusinessObjects Enterprise software
license.

Server kind Description Server in-


stance(s) man-
aged by CMC
PM Metrics Creates and populates metrics for the PMMetricsServ
Server Metric Engine. er

PM Repository Manages repository-specific performance PMRepository


Server information. Server

PM Rules Creates and monitors Performance Man- PMRulesServer


Server agement rules and alerts.
Sets Profile Manages Performance Management profile SetsPro
Server information. cessServer

Sets Query Runs Performance Management set SetsQueryServ


Server queries. er

Predictive KXEN data mining engine and forecaster. PredictiveAnal


Analysis Serv- ysisServer
er
Process Analy- Automate tracking of of variables through ProcessAnaly
sis Server BusinessObjects Enterprise. sisServer

Dashboard Used by the Dashboard Builder to create DashboardServ


Server and manipute dashboards. er

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 41


2 BusinessObjects Enterprise XI 3.0 Architecture
Intelligence tier

Server kind Description Server in-


stance(s) man-
aged by CMC
Dashboard An- Used by the Dashboard Builder to create DashboardAna
alytics Server and manipute analytic content. lyticsServer

Central Management Server (CMS)

The Central Management Server (CMS) maintains a database of information


about your BusinessObjects Enterprise system. This is known as the CMS
database. All the platform services are managed and controlled by the CMS.
The CMS also manages access to the system file store where the physical
documents are managed. The system repository database is maintained
using the provided MySQL database, or by using the supported database
of your choice.

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, and files with the File Repository
Servers. This data allows the CMS 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.

An integrated security system is available for customers who do not


currently use an entitlement database, although BusinessObjects
Enterprise is designed for integration with multiple concurrent third-party
security systems, such as LDAP, Siteminder, or Microsoft Active Directory.
When a change is made to a user in the entitlement database, the change
is then propogated to BusinessObjects Enterprise.
• Managing objects
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

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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

Server process are monitored by the CMS and allocates work to less
busy processes. It will also add or remove service instances as work
loads change or services become unavailable.

The CMS handles load balancing and automated clustering to avoid


bottlenecks and maximize hardware efficiency. In some multi-server
environments, BusinessObjects Enterprise may not require a separate
third-party load balancing system.
• Managing auditing

User actions can be monitored and written to a central audit database.


This information allows system administrators to better track and manage
their BusinessObjects Enterprise deployment.

The auditing functionality allows administrators to better understand which


users accessed the enterprise system, which documents they interacted
with, and the overall system metrics for system optimization. Usage data
is collected from the system interactions recorded in the auditing database.
A sample universe and sample auditing reports are also available to
provide fast access to information such as the most accessed reports,
peak system use times, and average user session times.

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.

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Event Server

The Event Server manages file-based events. When you set up a file-based
event within BusinessObjects Enterprise, the Event Server monitors the
directory that you specified. When the appropriate file appears in the
monitored directory, the Event Server triggers your file-based event: that is,
the Event Server notifies the CMS that the file-based event has occurred.
The CMS can then start any jobs that are dependent upon the file-based
event.

Note: Schedule-based and custom events are managed through the CMS.

File Repository Servers

Input and Output File Repository Server (FRS) processes run on each
BusinessObjects Enterprise server machine.

The Input FRS manages 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 manages 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.

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. However, only

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one set is active at any given time. In this case, all Input File Repository
Servers share the same directory. Likewise, all Output File Repository Servers
share the same directory.

Cache servers

Cache servers handle report view requests. A cache server intercepts report
requests and checks if it can fulfill the request with a cached report page
before requesting new data from the database. This avoids accessing the
database each time a report is requested, which accelerates viewing
performance and reduces network traffic.

A 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.
BusinessObjects Enterprise also performs active data sharing to reduce
database access request. Reports that are different, but which use the same
data, can be rendered from the same cache.
Two different types of cache servers are:
• Crystal Reports cache server, which handles requests for Crystal Reports.
• Desktop Intelligence cache server, which handles requests for Desktop
Intelligence reports.

Processing tier
The BusinessObjects Enterprise processing tier accesses the data tier and
generates reports for clients. It is the only tier that directly interacts with the
reporting database.

The processing tier includes the following server types.

Related Topics
• Job servers on page 46
• Report and Processing servers on page 48
• Crystal Reports page server on page 50

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2 BusinessObjects Enterprise XI 3.0 Architecture
Processing tier

• Multi-Dimensional Analysis Server (MDAS) on page 51


• Dashboard and Analytics servers on page 51

Job servers

A job server processes scheduled actions on objects at the request of the


Central Management Server (CMS). When you add a job server to the
BusinessObjects Enterprise system, you can configure the job server to:
• Process reporting or document objects.
• Process publication objects.
• Process program objects.
• Send objects or instances to specified destinations.

If you configure a job server to process Crystal Reports objects, it becomes


a Crystal Reports job server. If you configure a job server to process program
objects, it becomes a program job server, and so on. The Processing tier
includes:
• Crystal Reports job server.
• Program job server.
• Web Intelligence job server.
• Desktop Intelligence job server.
• Destination job server.
• List of Values job server.
• Adaptive job server.

Crystal Reports job server


The Crystal Reports job server processes scheduled reports, as requested
by the Central Management System (CMS), and generates report instances
(instances are versions of a report object that contain saved data). To
generate a report instance, the Crystal Reports job server obtains the report
object from the Input File Repository Server (FRS) and communicates with
the database to retrieve the current data. Once it has generated the report
instance, it stores the instance on the Output FRS.

46 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Processing tier 2
Program job server
Program objects allow you to write, publish, and schedule custom
applications, including scripts, and Java programs that run against, and
perform maintenance on, BusinessObjects Enterprise.
The Program job server processes scheduled program objects, as requested
by the CMS. To run a program, the Program job server first retrieves the files
from storage on the Input File Repository Server (FRS), and then runs the
program. By definition, program objects are custom applications. Therefore,
the outcome of running a program is dependent on the program object that
is run.
Unlike report instances, which can be viewed in their completed format,
program instances exist as records in the object history. BusinessObjects
Enterprise stores the program’s standard out and standard error in a text
output file. This file appears when you click a program instance in the object
History.

Web Intelligence job server


The Web Intelligence job server processes scheduling requests it receives
from the Central Management System (CMS) for Web Intelligence documents.
It forwards these requests to the Web Intelligence Report Server, which will
generate the instance of the Web Intelligence document. The Web Intelligence
job server does not actually generate object instances.

Desktop Intelligence job server


The Desktop Intelligence job server processes scheduling requests it receives
from the CMS for Desktop Intelligence documents and generates the instance
of the Desktop Intelligence document.

Destination job server


If you configure a job server to send objects or instances, it becomes a
Destination job server. A Destination job server processes requests that it
receives from the CMS and sends the requested objects or instances to the
specified destination:
• If the request is for an object, it retrieves the object from the Input File
Repository Server.
• If the request is for a report or program instance, it retrieves the instance
from the Output File Repository Server.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 47


2 BusinessObjects Enterprise XI 3.0 Architecture
Processing tier

The Destination job server can send objects and instances to destinations
inside the BusinessObjects Enterprise system, for example, a user’s inbox,
or outside the system. For example, by sending a file to an e-mail address.

The Destination job server does not run the actual report or program objects.
It only handles objects and instances that already exist in the Input or Output
File Repository Servers.

List of Values job server


The List of Values job server processes scheduled list-of-value objects.
These objects contain the values of specific fields in a Business View. Lists
of values implement dynamic prompts and cascading lists of values within
Crystal Reports. List-of-value objects do not appear in Central Management
Console (CMC) or InfoView. For more information, see the Business Views
Administrator’s Guide.

Adaptive job server


A generic server that hosts BusinessObjects Enterprise job services.

Report and Processing servers

The processing tier includes the following servers:


• Web Intelligence Report Server.
• Desktop Intelligence Report Server.
• Report Application Server (RAS).
• Crystal Reports Processing Server.
• Web Intelligence Processing Server.
• Desktop Intelligence Processing Server.
• Adaptive Processing Server.
• Dashboard Server.
• Dashboard Analytics Server.
• Predictive Analysis Server.
• Process Analysis Server.

Web Intelligence Report Server


The Web Intelligence Report Server is used to create, edit, view, and analyze
Web Intelligence documents. It also processes scheduled Web Intelligence

48 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Processing tier 2
documents and generates new instances of the document, which it stores
on the Output File Repository Server (FRS). Depending on the user’s access
rights and the refresh options of the document, the Web Intelligence Report
Server will use cached information, or it will refresh the data in the document
and then caches the new information.

Desktop Intelligence Report Server


The Desktop Intelligence Report service is the core engine that handles the
collection of data, formatting, and layout of a Desktop Intelligence document.
The server communicates with the Central Management Server (CMS) when
a document is requested, manages the connection to the Universe, and
retrieves the data.

Report Application Server (RAS)


The Report Application Server (RAS) 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.

Note: The RAS is also used to resolve Dynamic Recipient Lists at runtime
or during the design phase when working with publications.

Crystal Reports Processing Server


The Crystal Reports Processing Server retrieves data for the report from an
instance or directly from the database (depending on the user's request and
the rights he or she has to the report object). When retrieving data from the
database, the Crystal Reports Processing Server automatically disconnects
from the database after it fulfills its initial request and reconnects if necessary
to retrieve additional data. (This behavior conserves database licenses.)

The Crystal Reports Processing Server responds to page requests made by


the Cache Server. Requests always pass through the Cache Server and go
directly to the Processing 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 when required.

Web Intelligence Processing Server


The Web Intelligence Processing Server is used to create, edit, view, and
analyze Web Intelligence documents. It interacts with the Enterprise

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 49


2 BusinessObjects Enterprise XI 3.0 Architecture
Processing tier

framework services like the CMS to list documents and universes, and
communicates with the Input File Repository Server (FRS) to open or save
Web Intelligence documents. It also processes scheduled Web Intelligence
documents for the Web Intelligence Job Server and generates new instances
of documents on the Output FRS. Depending on the user's access rights
and the refresh options of the document, the Web Intelligence Processing
Server will use cached information, or it will refresh the data in the document,
and then cache the new information.

The Crystal Report Designer also communicates with the Web Intelligence
Processing Server to create Crystal reports based on universes.

Desktop Intelligence Processing Server


The Desktop Intelligence Processing Server runs queries and generates
reports on behalf of the Desktop Intelligence client.

Adaptive Processing Server


An Adaptive Processing server is a generic server process that hosts
BusinessObjects Enterprise services. It provides a hosting environment,
enables the services to run and manages the life-cycle of the services
including starting and stopping. Furthermore, it can host services such as
the Publishing Service, and the Client Auditing Proxy Service; for a complete
set of available services, please see the Central Management Console
(CMC).

Crystal Reports page server

The Crystal Reports page server is responsible for responding to page


requests by processing reports and generating encapsulated page format
(EPF) pages. The key benefit of EPF is that it supports page-on-demand
access so only the requested page is returned, instead of the entire report.
This enhances performance and reduces unnecessary network traffic for
large reports.

The EPF pages contain formatting information that defines report layout.
The page 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 page
server automatically disconnects from the database after it fulfills its initial

50 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Processing tier 2
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 Page Server work closely together. Specifically, the
Page Server responds to page requests made by the Cache Server. The
Page 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 Page Server. However, if a user’s default viewer is the DHTML
viewer, the report is processed by the Report Application Server.

Multi-Dimensional Analysis Server (MDAS)

The Multi-Dimensional Analysis Server (MDAS) registers itself with the Central
Management Server (CMS), and its services are available for consumption
by other servers or client applications that communicate via the
BusinessObjects Enterprise framework.

The MDAS provides BusinessObjects Enterprise client applications with an


extensible and efficient framework for accessing multi-dimensional (OLAP)
data. It provides access to multi-dimensional data and also converts the raw
data into XML packages, which the requesting client application renders into
a specific presentation format: Excel spreadsheet, PDF, or Voyager crosstabs
and charts.

Note: OLAP single sign-on (SSO) is only supported for Microsoft Analysis
Services and SAP BW.

Dashboard and Analytics servers

BusinessObjects Enterprise integrates specialized analytic engine services


to support dashboard, scorecard and analytic products. Each of these
services can be configured separately, depending on the license options you
purchase, and your specific implementation requirements. For more
information, consult the Dashboard and Analytics Setup and Administration
Guide.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 51


2 BusinessObjects Enterprise XI 3.0 Architecture
Processing tier

PM Metrics Server
Dashboard and Analytics server to populate metrics created using the Metric
Engine.

PM Repository Server
Dashboard and Analytics server to read and store performance information
from the Dashboard and Analytics repository.

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.

Dashboard Server
Server process used by the Dashboard Builder component to create and
manipute corporate and personal dashboards. Dashboard Builder offers
metric, alert, and dashboard management capabilities to help organizations
monitor and understand their business activities.

Dashboard Analytics Server


Server process used by the Dashboard Builder component to create and
manipute corporate and personal dashboard analytic content.

Predictive Analysis Server


Server process 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.

Process Analysis Server


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.

52 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


BusinessObjects Enterprise XI 3.0 Architecture
Data tier 2
Data tier
The Data tier is made up of the data sources that contain the information
used in the reports and documents managed by your BusinessObjects
Enterprise XI system, which supports a wide range of corporate databases.

Please review the online BusinessObjects Enterprise supported platforms


document for information related to supported database release versions,
patch levels, or caveats at the Business Objects customer support site:
http://support.businessobjects.com/documentation/supported_platforms.

Semantic layers

The Business Objects semantic layer is a platform-unspecific layer of


abstraction that lies between BusinessObjects Enterprise and the raw source
data contained with a reporting database.

Universes
The Universe abstracts the data complexity by using business language
rather than data language to access, manipulate, and organize data. This
business language is stored as objects in a universe file. Web Intelligence
and Crystal Reports use universes to simplify the user creation process
required for simple to complex end-user query and analysis.

Universes are a core component of BusinessObjects Enterprise. All universe


objects and connections are stored and secured in the central repository by
the Connection Server. Universe designers need to login to BusinessObjects
Enterprise to access the system and create universes. Universe access and
row-level security can also be managed at the group or individual user level
from within the design environment.

The semantic layer allows Web Intelligence to deliver documents, by utilizing


multiple synchronized data providers, including online analytical processing
(OLAP) and common warehousing metamodel (CWM) data sources.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 53


2 BusinessObjects Enterprise XI 3.0 Architecture
Security management

Business Views
Business Views simplify report creation and interaction by abstracting the
complexity of data for report developers. Business Views help separate the
data connections, data access, business elements, and access control.
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.

BusinessObjects Enterprise includes a series of dedicated, pre-configured


platform management services for tasks such as password management,
server metrics, and user access control for decentralized management
functions.

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.

The Connection Server can be accessed through a Dynamic Link Library


(inproc), a CORBA server (called through CORBA or HTTP), or by using the
Java API.

Security management
System security is managed by the Central Management Server (CMS),
security plug-ins, and third-party authentication tools, such as SiteMinder or
Kerberos. These components authenticate users and authorize user access
for BusinessObjects Enterprise, its folders, and other objects.

This section discusses key components of system security, including:


• CMS security.
• Third-party security plug-ins.

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BusinessObjects Enterprise XI 3.0 Architecture
Security management 2
Note: Because these components are responsible for additional tasks,
several are described in more detail in other sections.

Central Management Server (CMS) security

The Central Management Server (CMS) manages security information, such


as user accounts, group memberships, and object rights that define user
and group privileges.

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 (AD). The CMS supports third-party
authentication, so users can log on to BusinessObjects Enterprise with their
current LDAP, or Windows AD credentials.

When users log on, the CMS coordinates the authentication process with
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 after it verifies the
user's account or group membership has sufficient privileges.

Security plug-ins

Security plug-ins expand and customize how users are authenticated.


BusinessObjects Enterprise ships with the BusinessObjects Enterprise
security plug-in as a default, and with LDAP and Windows Active Directory
(AD) security plug-ins. Each security plug-in offers several key benefits.

Security plug-ins automate account creation and management by allowing


you to map user accounts and groups from third-party systems into
BusinessObjects Enterprise. You can map third-party user accounts or groups
to existing BusinessObjects Enterprise user accounts or groups, or you can
create new Enterprise user accounts or groups that corresponds to each
mapped entry in the external system.

The security plug-ins dynamically maintain third-party user and group listings.
This means once you map an LDAP or Windows AD group into
BusinessObjects Enterprise, all users in group can log on to BusinessObjects

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 55


2 BusinessObjects Enterprise XI 3.0 Architecture
Information flow

Enterprise. When you make subsequent changes to the third-party group


membership, the list is automatically refreshed.

BusinessObjects Enterprise supports the following security plug-ins:


• BusinessObjects Enterprise security plug-in.
• LDAP security plug-in.
• Windows AD security plug-in.

Information flow
The following workflow information describes what happens at the Enterprise
Framework or Architecture level when an Enterprise process is invoked.
These workflows provide a high-level view of the architecture and how
report-processing is performed. This section covers two different scenarios:

Related Topics
• What happens when you view a report? on page 57
• What happens when you schedule an object? on page 56

What happens when you schedule an object?

When you schedule an object, you instruct BusinessObjects Enterprise to


process an object at a particular point in time, or on a recurring schedule.
For example, if you have a report that is based on your web server logs, you
can schedule the report to run every night on a recurring basis.

When a user schedules an object using InfoView, the following happens:


1. InfoView sends the request to the web server.
2. The web server passes the web request directly to the application server,
where it is evaluated by the BusinessObjects Enterprise SDK.
3. The SDK passes the request to the CMS.
4. The CMS checks to see if the user has sufficient rights to schedule the
object.
5. If the user has sufficient rights, the CMS schedules the object to be run
at the specified time(s).

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BusinessObjects Enterprise XI 3.0 Architecture
Information flow 2
6. When the time occurs, the CMS passes the job to the appropriate job
server. Depending on the type of object, the CMS will send the job to one
of the following job servers:
• If the object is Web Intelligence document, it sends the job to the Web
Intelligence Job Server, which sends the request to the Web
Intelligence Processing Server.
• If the object is a Crystal report, it sends the job to the Report Job
Server.
• If the object is program, it sends the job to the Program Job Server.

7. The job server retrieves the object from the Input File Repository Server
and runs the object against the database, thereby creating an instance
of the object.
8. The job server then saves the instance to the Output File Repository
Server, and tells the CMS that it has completed the job successfully.
If the job was for a Web Intelligence document, the Web Intelligence
Processing Server notifies the Web Intelligence Job Server. The Web
Intelligence Job Server then notifies the CMS that the job was completed
successfully.

Note:
• The Cache Server and the Page Server do not participate in scheduling
reports or in creating instances of scheduled reports. This can be an
important consideration when deciding how to configure BusinessObjects
Enterprise, especially in large installations. For more information, see the
BusinessObjects Enterprise Deployment Planning Guide.
• When you schedule program objects or object packages, the interaction
between servers follows the same pattern as it does for reports.

What happens when you view a report?

This section describes the viewing mechanisms that are implemented in


InfoView. It contains information on:
• Report viewing with the Crystal Reports Cache Server and Page Server.
• Viewing Web Intelligence documents.

When you view a report through BusinessObjects Enterprise, the processing


flow varies depending upon your default report viewer, the type of report,

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 57


2 BusinessObjects Enterprise XI 3.0 Architecture
Information flow

and the rights you have to the report. In addition, the processing flow for
custom applications may differ. In all cases, however, the request that begins
at the web server must be forwarded to the application server.

The actual request is constructed as a URL that includes the report's unique
ID. This ID is passed as a parameter to a server-side script that, when
evaluated by the application server, verifies the user's session and retrieves
the logon token from the browser. The script then checks the user's InfoView
preferences and redirects the request to the viewing mechanism that
corresponds to the user's default viewer.

Different report viewers require different viewing mechanisms:

• The zero-client DHTML viewer is implemented through CAF and OpenDoc.

When evaluated by the application server, this script communicates with


the framework in order to create a viewer object and retrieve a report
source from the Cache Server and Page Server.
• The client-side report viewers (the ActiveX and Java viewers) are
implemented through viewrpt.aspx.

The Crystal Web Request is executed internally through viewer code on


the application server. The viewer code communicates with the framework
in order to retrieve a report page (in .epf format) from the Cache Server
and Page Server.

If they haven't already done so, users are prompted to download and
install the appropriate viewer software.

Related Topics
• Report viewing with the Crystal Reports Cache Server and Page Server
on page 58
• Viewing Web Intelligence documents on page 60

Report viewing with the Crystal Reports Cache Server and Page
Server

This section describes the process for viewing a Crystal report when using
the zero-client DHTML, ActiveX, or Java viewer. This process uses the Crystal
Reports Cache Server and the Crystal Reports Page Server.

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BusinessObjects Enterprise XI 3.0 Architecture
Information flow 2
1. Upon receiving a report-viewing request, the Cache Server checks to see
if it has the requested pages cached. Cached pages are stored as
Encapsulated Page Format (.epf) files.
2. If a cached page for the report (.epf file) is available:
a. The Cache Server checks with the CMS to see if the user has rights
to view the cached page.
b. If the user is granted the right to view the report, the Crystal Reports
Cache Server sends the cached page (.epf file) to the application
server.
3. If a cached page for the report (.epf file) is unavailable:
a. The Cache Server requests new cached pages (.epf files) from the
Crystal Reports Page Server.
b. The Crystal Reports Page Server checks with the CMS to see if the
user has rights to view the report.
c. If the user is granted the right to view the report, the Crystal Reports
Page Server retrieves the report from the Input File Repository Server.
d. If the report is an instance, and the user only has View rights, the
Crystal Reports Page Server will generate pages of the report instance
using the data stored in the report instance. That is, the Crystal Reports
Page Server will not retrieve the latest data from the database.
If the report is an object, the user must have View On Demand rights
to view the report successfully (because the Crystal Reports Page
Server needs to retrieve data from the database).
e. If the user has sufficient rights, the Crystal Reports Page Server
generates the cached page (.epf files) and forwards them to the Crystal
Reports Cache Server.
f. The Crystal Reports Cache Server then caches the pages (.epf files).
g. The Crystal Reports Cache Server sends the pages (.epf files) to the
application server.
4. The application server sends the report to the user's Web browser in one
of two ways, depending on how the initial request was made:
• If the initial request was made through a DHTML viewer, the CAF, via
OpenDoc, generates HTML that represents both the DHTML viewer
and the report itself. The HTML pages are then returned through the
web server to the user's web browser.
• If the initial request was made through an Active X or Java viewer
(viewrpt.aspx), the application server forwards the cached pages

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2 BusinessObjects Enterprise XI 3.0 Architecture
Information flow

(.epf files) through the web server to the report viewer software in the
user's web browser.

Viewing Web Intelligence documents

This section describes the process for viewing a Web Intelligence document.
1. InfoView sends the request to the web application server.
2. The web application server sends the request to the application server,
which creates a new session with the Web Intelligence Report Server.
3. The Web Intelligence Report Server checks if the user has rights to use
the Web Intelligence application.
4. The web application server then sends the request to the Web Intelligence
Report Server.
5. The Web Intelligence Report Server contacts the CMS to check whether
the user has the right to view the document, and to check when the
document was last updated.
6. If the user has the right to view the document, the Web Intelligence Report
Server checks whether it has up-to-date cached content for the document.
7. If cached content is available, the Web Intelligence Report Server sends
the cached document information to the SDK.
If cached content is not available, the following happens:
a. The Web Intelligence Report Server obtains the document information
from the CMS and checks what rights the user has on the document.
b. The Web Intelligence Report Server obtains the Web Intelligence
document from either the Input or Output File Repository Server and
loads the document file.
Note: Which FRS is used depends on whether the request was for a
Web Intelligence document that was saved to BusinessObjects
Enterprise or for an instance of the document. Documents are stored
on the Input FRS. Instances are generated when an object is run
according to a schedule, and they are stored on the Output FRS.
c. If the document is set to “refresh on open” and the user has the View
on Demand Rights, the Web Intelligence Report Server refreshes the
data in the document with data from the dattabase.
Note: If the document is set to “refresh on open” but the user does
not have View On Demand rights, an error message is displayed.

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BusinessObjects Enterprise XI 3.0 Architecture
Information flow 2
d. The Web Intelligence Report Server stores the document file and the
new document information in cache.
e. The Web Intelligence Report Server sends the document information
to the SDK.
8. The viewer script calls the SDK to get the requested page of the document.
The request is passed to the Web Intelligence Report Server.
9. If the Web Intelligence Report Server has cached content for the page,
it returns the cached XML to the SDK.
If the Web Intelligence Report Server does not have the cached content
for the page, it renders the page to XML using the current data for the
document. It then returns the XML to the SDK.
10. The SDK applies an XSLT style sheet to the XML to transform it to HTML.
11. The viewer script returns the HTML to the browser.

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2 BusinessObjects Enterprise XI 3.0 Architecture
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62 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Planning Your Deployment

3
3 Planning Your Deployment
Planning your BusinessObjects Enterprise deployment

Planning your BusinessObjects


Enterprise deployment
This section provides guidelines for assessing your organization's needs,
and suggestions for deployment scenarios. By evaluating your needs before
you deploy your BusinessObjects Enterprise system, you can keep
troubleshooting to a minimum.

The section includes examples and suggestions for deployment, but it is


important to note that each deployment is unique. The flexibility of the
BusinessObjects Enterprise service-based architecture allows you to tailor
the deployment to serve your organization's requirements as precisely as
possible.

Planning your deployment involves the following steps:


1. Refer to the BusinessObjects Enterprise supported platform document
at: http://support.businessobjects.com/documentation/supported_plat
forms.
2. Review the key concepts you need to consider for your deployment,
including operating system, database, and application server
considerations, in addition to security, performance and scalability, and
high availability. See Assessing your organization's environment on
page 64.
3. Choose an initial deployment architecture. Which deployment architecture
will serve your needs within the limits of your resources? For suggestions
and common configurations, see Deployment scenarios on page 81.

Assessing your organization's


environment
The resources and conventions used in your existing network environment
affect how you deploy BusinessObjects Enterprise. This section serves as
a checklist of criteria to help you plan your deployment, with resources
provided for areas that you may need to investigate further.

Different deployment options are available depending on which operating


systems, web application servers, database servers and authentication
method you plan to use. Other conventions used in your current environment

64 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Planning Your Deployment
Assessing your organization's environment 3
may also affect how you deploy BusinessObjects Enterprise, such as security,
performance monitoring, and design for high availability.

This section provides a high-level overview for assessing your environment


prior to deployment.

Operating systems

BusinessObjects Enterprise runs on Microsoft Windows and Unix (including


Linux) operating systems. There is one version of the BusinessObjects
Enterprise installation guide for Windows, and one version for UNIX.

An Administrator account must be used to install BusinessObjects Enterprise


on Windows operating systems. However, installing BusinessObjects
Enterprise on UNIX operating systems does not require root access.

For a complete list of system privileges required, refer to User permissions


for installing BusinessObjects Enterprise in the Windows version of
BusinessObjects Enterprise Installation Guide, or UNIX permissions in the
UNIX version of BusinessObjects Enterprise Installation Guide.
Note: Review the online BusinessObjects Enterprise supported platforms
document for information related to supported operating system release
versions, patch levels, or caveats: http://support.businessobjects.com/docu
mentation/supported_platforms.

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.

To open ports and run daemon processes or services, BusinessObjects


Enterprise must have the appropriate operating system account privileges.

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

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 65


3 Planning Your Deployment
Assessing your organization's environment

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:

/bin/sh pwd read touch

uname expr hostname sed

awk chown grep tail

tar id dirname gzip

stty ulimit which

These commands and utilities should be available on all UNIX distributions.


However, if one of them is not available on your system, download and install
a version appropriate to your UNIX system. It is recommended that you
obtain any required files from your UNIX vendor when possible.
Note: In Solaris, AIX, and HP-UX, ensure that the PATH environment variable
of the account being used to install or run BusinessObjects Enterprise does
not include GNU or third-party replacements for core system command-line
tools (e.g. the GNU coreutils package, or an individually downloaded and
compiled version of a tool). While the GNU versions of these tools offer
enhanced functionality, their output can differ significantly from the native
UNIX tools, and can cause problems with the BusinessObjects Enterprise
installation or server scripts.

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.

BusinessObjects Enterprise supports both 32- and 64-bit UNIX operating


systems.

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Planning Your Deployment
Assessing your organization's environment 3
Deployment in a virtualized environment
BusinessObjects Enterprise can also be installed in the following supported
virtualized environments:
• VMware.
• AIX LPAR.
• Solaris 10 Containers.

Databases in BusinessObjects Enterprise

In BusinessObjects Enterprise, a database can be defined as a data


repository that organizes a collection of information into structures called
tables for rapid search and information retrieval.

Databases allow tables to be grouped together into collections of logically


related tables called tablespaces. Tables are grouped into tablespaces within
a database system in the same way that files are grouped into a directory
within a file system.
Note: BusinessObjects Enterprise documentation uses the terms tablespace
and database interchangeably.

The following database systems, among others, 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 platform 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:

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3 Planning Your Deployment
Assessing your organization's environment

• 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.

BusinessObjects Enterprise connects directly to the database that you specify


as a data source. For example, you could create reports directly from your
organization's existing sales, manufacturing, or scientific database.

In addition to your data source, BusinessObjects Enterprise uses several


other databases to store internal system information. They can be configured
as several tablespaces within a single database system, or as tablespaces
distributed across several database systems. The following table details the
different database or tablespace repositories used by BusinessObjects
Enterprise.

Repository Description Required dur-


ing installa-
tion?
Reporting Your organization's data repository No
containing the data to be analyzed
with BusinessObjects Enterprise.
CMS Main repository that stores Busines- Yes
sObjects Enterprise user, group, se-
curity, content, and service informa-
tion. If you do not have a CMS
database from a previous installation,
objects in this database will be inital-
ized by the BusinessObjects Enter-
prise installer.
Auditing Activity tracking repository that allows No
administrators to view system usage
information, such as the number of
report generation or login events.
Auditing can be enabled and config-
ured during the installation process.

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Repository Description Required dur-
ing installa-
tion?
Performance Manager Dashboard and Analytics tracks sys- No
(repository for Dash- tem performance and matches it to
board and Analytics) set goals defined by an administrator.
Dashboard and Analytics is only en-
abled when purchased as part of your
license agreement. A Dashboard and
Analytics repository is not set up by
the installer, but can be configured
after the initial installation is com-
plete.

BusinessObjects Enterprise scripts require database user privileges that


permit the creation and deletion of database objects, including tables, indexes,
and temporary data. Rather than assign administrative privileges to the
account used by BusinessObjects Enterprise, this table summarizes the
privileges required for each supported database system.

Database Account or role privileges required


IBM DB/2 User with Connect to database , Create tables , and Create
schemas implicitly enabled.
Oracle Database
User with the following privileges enabled:
• create session
• create table
• create procedure

Alternatively, a user with the CONNECT and RESOURCE


roles enabled, and the Admin Option setting disabled
for both roles.

MySQL Default database owner (DBO) account permissions.


Microsoft SQL Default database owner (DBO) account permissions.
Server
Sybase ASE Default database owner (DBO) account permissions.

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3 Planning Your Deployment
Assessing your organization's environment

Databases may require specific configuration to function best with


BusinessObjects Enterprise. The following table provides a list of additional
configuration settings.

Database Additional settings required

IBM DB/2 DB2CODEPAGE=1208

NLS_LANG must be set to a valid UTF-8 setting,


such as AMERICAN_AMERI
Oracle CA.WE8MSWIN1252 or AMERICAN_AMERI
CA.AL32UTF8.

The FORCE setting must be enabled.

LC_ALL must be set to a valid locale, as found in


Sybase the configuration file SYBASE_HOME /locales/lo-
cales.dat.

Web application servers

BusinessObjects Enterprise requires a Java web application server to process


the server-side scripts that make up web applications. You can install the
Tomcat application server during the BusinessObjects Enterprise installation,
or use a supported third-party web application server and Java Development
Kit (JDK).

Review the online BusinessObjects Enterprise supported platforms document


for information related to supported web application server and JDK release
versions, patch levels, or caveats: http://support.businessobjects.com/docu
mentation/supported_platforms.

If you use a third-party server, it must be installed and configured before you
install BusinessObjects Enterprise, as the installer will attempt to verify the
location of your web application server, and can deploy your web applications
directly.

The following table shows some of main differences between supported web
application servers.

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Web Applica- Considerations
tion Server
BEA WebLogic Minimum 1.5 gigabytes of free space on install partition used
to hold /tmp or the user-defined temporary directory, with a
minimum of one gigabyte of free disk space on the install
partition (WebLogic 9) or two gigabytes for WebLogic 10. Also
recommended to have one gigabyte of RAM (minimum: 512
MB).
IBM WebSphere It is recommended that you have at least 1.2 gigabytes of
free space on the partition used to hold /tmp or the user-de-
fined temporary directory specified by your TMPDIR environ-
ment variable. Also recommended to have one gigabyte of
RAM (minimum: 512 MB).

Note: The BusinessObjects Enterprise installer will not deploy web


applications for the following web application servers.
• JBoss.
• SAP Application Server.
• IBM WebSphere Community Edition.

Note: wdeploy tool will not deploy web applications for the following web
application server.
• IBM WebSphere Community Edition.

These web application servers must have web applications deployed


manually, and in the case of JBOSS or the SAP Application Server, you can
also use the supplied wdeploy tool.

The wdeploy tool can be used to deploy web applications on third-party web
application servers, as well as split tier web and web application servers,
where a dedicated web server serves static content, and the web application
server servers dynamic content. This is achieved by wdeploy separating the
static and dynamic content, so the static content can be copied to the web
server, and the dynamic content deployed to the web application server.

The wdeploy tool enables you to deploy WAR files to a web application
server in two distinct ways.
1. Standalone mode.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 71


3 Planning Your Deployment
Assessing your organization's environment

All web application resources are deployed together on a web application


server that serves both dynamic and static content.
2. Distributed 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 distributed combinations for
BusinessObjects Enterprise XI 3.0:
• 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.

For more information on wdeploy, see the BusinessObjects Enterprisewde


ploy user's guide or the Post Installation Web Application Deployment chapter
of the BusinessObjects Enterprise Installation guide.

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 76.

The BusinessObjects Enterprise installer will not automatically deploy the


InfoView or Central Management Console (CMC) web applications to a
de-paired environment. Web application tools must be configured manually
using the bundled wdeploy utility to split the static and dynamic content so
that each can be separately deployed to the web and web application servers.
For more information on wdeploy, see the BusinessObjects Enterprisewde
ploy user's guide or the Post Installation Web Application Deployment chapter
of the BusinessObjects Enterprise Installation guide
Note: For more information about configuring split web and web application
servers, please see the BusinessObjects Enterprise Installation Guide.

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Failover and load balancing

BusinessObjects Enterprise supports the clustering of your web application


and back-end servers. Hardware or software load balancers can be used as
the entry-point for the web application servers to ensure that the processing
is evenly distributed among your servers.

The following hardware load balancers are currently supported:

• Cisco Content Services Switches (CSS).


• Cisco Content Switching Modules (CSM).
• The F5 BIG-IP family of load balancers.

The following persistence types are currently supported:


• Source IP address persistence.
• Cookie persistence Insert mode (ArrowPoint Cookie).
Note: Web services applications are currently not supported with cookie
persistence.

Multi-homed environment

BusinessObjects Enterprise supports multi-homed environments, in which


a server has two or more network addresses. This allows servers to be
configured to receive requests from one network and transmit requests to
another.

For example, an environment may have web application servers and database
servers on separate subnets. The server tier can be configured to accept
requests from the web application servers on one subnet (e.g. 192.168.0.0),
and transmit database requests to database servers on another (e.g.
10.50.0.0). Multihomed environments use multiple physical or logical network
cards.

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3 Planning Your Deployment
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Security

Your organization's security policies affect how you deploy BusinessObjects


Enterprise on your network. Do you plan to use the system's built-in
authentication, or do you need it to work with existing LDAP or Windows
Active Directory (AD) authentication? You also need to decide how your
firewalls are configured, and if you plan to use a reverse proxy.

To protect against unauthorized access, the BusinessObjects Enterprise


architecture supports features such as: SSL encryption, reverse proxies,
single sign-on, resource access security, object rights, and LDAP or Windows
AD authentication.

Authentication

Authentication verifies the identity of a user who attempts to access the


system. Assess how authentication is handled by your existing environment
before deciding how to manage security within BusinessObjects Enterprise.

The current release supports these methods of authentication:


• BusinessObjects Enterprise authentication
• LDAP authentication
• Windows AD authentication
• Trusted Authentication

To use any of the third-party methods of authentication or Trusted


Authentication, you will need to configure them before you use them with
BusinessObjects Enterprise. For detailed instructions, see the Configuring
third-party authentication section of the BusinessObjects Enterprise
Administrator's Guide.

For information about how to configure primary authentication or single


sign-on, see the Security concepts section of the BusinessObjects Enterprise
Administrator's Guide.

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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.

BusinessObjects Enterprise servers initially contact the CMS on its name


server port. The CMS responds by returning the value of its request port.

Internal network communication


Almost all internal communication between networked BusinessObjects
Enterprise servers is conducted through dynamically chosen port numbers.
There are a few exceptions to this rule, as the standard port numbers are
used if your deployment features any SMTP, FTP, rexec, rsh, and NetBIOS,
or Microsoft Directory services. Standard ports for database and web
application servers are also used, unless you specify otherwise during the
BusinessObjects Enterprise installation process.

If your BusinessObjects Enterprise system is distributed across more than


one network (such as multiple CMS servers running in different geographic
locations, or individual servers running on different subnets), you can
configure the system to use static port numbers. This may simplify integration
with any network security systems through which your BusinessObjects
Enterprise system components must communicate.

If all of your BusinessObjects Enterprise system components are contained


locally within the same network, with unrestricted communication between
each of the server machines, no configuration is required to facilitate internal
communication.

External network communication


For both distributed and locally contained networked deployments, a firewall
or other security system may separate the internal BusinessObjects
Enterprise system components from any external web browser or feature-rich
Java clients. Unless you change the default port numbers for your CMS and
InfoView web applications, you must allow incoming traffic through your
firewall on port 6400 TCP to allow clients to contact the CMS, and incoming
traffic on port 1566 TCP to allow clients to contact InfoView. Your firewall

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 75


3 Planning Your Deployment
Assessing your organization's environment

must also allow outbound connections on any port to allow the CMS and
InfoView to reply to external clients on a dynamically chosen port.

Network Address Translation (NAT)


Firewalls often provide Network Address Translation (NAT) between systems
on either side of the firewall. The CMS server configuration page allows you
to enter the firewall's IP address or hostname in place of the corresponding
system on the other side of the firewall. Outbound network traffic is then sent
to the firewall, which is configured to forward it to the appropriate machine
on the other side.

For example, a CMS server is configured to send database requests to a


firewall that resides between two different subnets. Effectively, the CMS
considers the firewall to be a database server. The firewall accepts traffic
from the CMS and passes it through to a database server running on a
different subnet. Effectively, the database server sees the firewall as a CMS
server. Neither the CMS nor the database server is aware of the firewall's
existence, as the firewall provides the network translation between each of
the two subnets.

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 receiving server on 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

Reverse proxies hide internal web application servers from clients on an


external network. They receive and forward resource requests from external

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Assessing your organization's environment 3
client to servers on an internal network. They then return any responses from
the internal network back to the originating clients, modifying the HTTP
headers so the clients cannot detect that their request was not processed
by the reverse proxy.
Restriction: A reverse proxy used with BusinessObjects Enterprise must
have the ability to modify the value of the path attribute in Set-Cookie headers.
As a result, Apache 2.0 and Microsoft ISA 2006 are currently unsupported
and cannot be used with BusinessObjects Enterprise XI 3.0.

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.
Note: When using Apache as your reverse proxy server, pay attention to
the ProxyPass paths mapped in the Apache httpd.conf configuration file.
Paths with similar beginnings must be mapped with the longest path first.
For example, map InfoViewAppActions/ before InfoViewApp/.
ProxyPass /bobj/InfoViewAppActions
http://192.168.57.169:8080/InfoViewAppActions
ProxyPassReverseCookiePath /InfoViewAppActions /bobj/InfoViewAp
pActions

ProxyPass /bobj/InfoViewApp http://192.168.57.169:8080/In


foViewApp
ProxyPassReverseCookiePath /InfoViewApp /bobj/InfoViewApp

For more information about reverse proxies and BusinessObjects Enterprise,


including detailed steps for individual web application servers, see the
Modifying Default Security Behavior section of the BusinessObjects Enterprise
Administrator's Guide.

HTTPS support

You can secure the HTTP communication between your BusinessObjects


Enterprise web application server and the web browser clients it serves by
using secure socket layer (SSL) encryption for HTTP. This arrangement is
commonly referred to as HTTPS.

As HTTPS communication is handled by the web application server and the


client web browser, it is transparent to BusinessObjects Enterprise system

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 77


3 Planning Your Deployment
Assessing your organization's environment

components and must therefore be configured post-install on your chosen


web application server platform.

To generate the encryption keys and enable HTTPS encryption, please


consult the documentation supplied by your web application server vendor.

CORBA SSL support

Non-HTTP network communication between your BusinessObjects Enterprise


system components uses the Common Object Request Broker Architecture
(CORBA) communication standard. As CORBA supports SSL encrpytion,
non-HTTP network traffic in your deployment can be secured:
• Between rich clients and back-end servers.
• Between your web application and back-end servers.
• Between back-end servers.

Note: To learn more about how to secure HTTP traffic between your web
application server and web clients, read HTTPS support on page 77.

You can enable CORBA SSL encryption by configuring each component of


your BusinessObjects Enterprise deployment in turn, post-installation. See
the Managing and configuring servers section of the BusinessObjects
Enterprise Administrator's Guide.

Performance and scalability

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.

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By monitoring and regularly re-evaluating your system's performance,
schedule tuning or configuration changes before potential issues become
performance problems.

For general information about assessing BusinessObjects Enterprise


performance, see the Improving performance section of the BusinessObjects
Enterprise Administrator's guide.

Split web and web application servers

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.

Designing for high availability

High availability refers to a system that is almost always operational. When


designing a system for high availability, consider how much down-time is
acceptable for the system. To minimize time down, consider a combination
of failover processing, server or server process redundancy, and frequent
back-ups:
• Failover processing
If a BusinessObjects Enterprise service fails, a fault-tolerant system allows
for continuous processing of system requests with no loss of service. To
achieve this level of availability, you should provision duplicate
BusinessObjects Enterprise services. For example, if a Web Intelligence
Job Server process fails, the duplicate Web Intelligence Job Server
process immediately takes its place.
• Server redundancy

A disaster recovery plan can minimize the effects of a disaster on an


organization so you can maintain or quickly resume important system
functions. It is good practice to keep the backup system at a different
geographic location.

The BusinessObjects Enterprise disaster recovery plan involves


implementing redundant servers that mirror the primary system. If the

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3 Planning Your Deployment
Assessing your organization's environment

primary system goes down, a backup system is still available and becomes
the production system.
• Frequent data backups

Regular and frequent backups provide an easy, cost-effective, and reliable


method of protecting your valuable data. During a catastrophic system
failure, the entire system can be quickly restored to the last backup point
without the need to recreate a lot of data.

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.

Designing a multiple-server system for high availability

In a multiple-server environment, duplicate server processes can be installed


onto additional machines. This is referred to as horizontal scaling because
the duplicate server processes are spread across several machines, as
opposed to the vertical scaling with duplicate server processes installed on
just one machine.

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.

Two common examples of fault tolerance in a multiple-server environment


are:
• CMS clustering

With CMS clustering, a set of two or more server machines function as


a single Central Management Server. In the event of a network, power,

80 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Planning Your Deployment
Deployment scenarios 3
hardware, or software failure on one server, the workload of the failed
CMS is picked up by another within the same cluster.

For more information about CMS clustering, see Managing and configuring
servers in the BusinessObjects Enterprise Server Administrator's Guide.
• Active and passive File Repository Servers (FRS)

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.

This section describes sample scenarios for administrators planning an


installation of BusinessObjects Enterprise. To see detailed information for
any of these scenarios, review the Deployment Scenarios chapter of the
BusinessObjects Enterprise Installation and Configuration Guide.

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.

It is also recommended that you contact your Business Objects sales


representative and request information about the BusinessObjects Enterprise
Sizing Guide. A Business Objects Services consultant can assess your

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 81


3 Planning Your Deployment
Deployment scenarios

reporting environment and assist in determining the configuration to best


integrate with your current environment.

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.

Desktop client to server overview

This scenario illustrates a simple client to server scenario which involves a


desktop client application - Desktop Intelligence - connecting to the
BusinessObjects Enterprise back-end server behind a firewall.

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.

Installation platform for BusinessObjects Enterprise Windows Server 2003 SP2 Enterprise
Edition
Database for Central Management Server (CMS) Microsoft SQL Server 2005
Web application server Not relevant

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Firewall Linux iptables

Desktop client to server diagram


The following diagram illustrates the system overview for the scenario once
it is implemented.

N-tier scenario overview

This section describes how to setup a scenario in which a web browser


accesses BusinessObjects Enterprise system through web applications.

System layers
• Data Tier: One machine used to host the database server.
• Server Tier: Three machines hosting the framework, processing and
performance management (PMC) servers.
• Web Tier: One machine in hosting the web application server.
• Client Tier: One machine running the Live Office application.

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3 Planning Your Deployment
Deployment scenarios

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

Basic n-tier diagram


The following diagram illustrates the system overview for the scenario once
it is implemented.

Complex deployment overview

The following scenario illustrates an end to end scenario which combines


split web and server tiers. The web tier contains a load balancer and clustered
web applications clustered on two separate machines. The server tier
comprises clustered Central Management (CMS) and File Repository servers,

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Deployment scenarios 3
and multiple instances of the remaining servers clustered on two separate
machines..

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)

Complex deployment diagram


The following diagram illustrates the system overview for the scenario once
it is implemented.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 85


3 Planning Your Deployment
Deployment scenarios

86 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Deployment Checklists

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.

Checklist item Reference Com-


plete?
(Y/N)
Understand the tiers that make up the Busi- Assessing your orga- Y__/N__
nessObjects Enterprise architecture. nization's environ-
ment on page 64
Understand the components and how they Architectural Y__/N__
communicate with each other. overview on
page 16
Understand the workflows (how information Information flow on Y__/N__
travels through the architecture). page 56
Identify the operating system you will be de- Operating systems Y__/N__
ploying the system on. on page 65
Choose the database servers will you be ac- Databases in Busi- Y__/N__
cessing. nessObjects Enter-
prise on page 67
Choose a web application server. Web application Y__/N__
servers on page 70
If you are using third-party authentication, Security on page 74 Y__/N__
secure sockets layer, firewalls, and/or reverse
proxy, read the pertinent sections of the
BusinessObjects Enterprise Administrator's
Guide.
Identify potential performance problems. Performance and Y__/N__
scalability on
page 78
Choose whether or not to design for high Designing for high Y__/N__
availability and failover support. availability on
page 79

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Installation order 4
Checklist item Reference Com-
plete?
(Y/N)
Choose an architecture that meets all of these Deployment scenar- Y__/N__
needs. ios on page 81
Review the installation order for BusinessOb- Installation order on Y__/N__
jects Enterprise. page 89

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.

Order Component Description


1. Database server To use your own database server to store
BusinessObjects Enterprise data, rather than
the version of MySQL installed by the in-
staller, at least one database server must be
available for the CMS to use. A second
database will be required to enable auditing.
In addition, BusinessObjects Enterprise re-
quires a connection to your organization's
own database, to act as source material
against which to run reports.
2. Database firewall To protect your database behind a firewall,
install the firewall after the databases are
configured and verified to be working. Ensure
that access through the firewall is working in
both directions.
3. (a) BusinessObjects En- Install the appropriate database drivers on
terprise database your BusinessObjects Enterprise server sys-
drivers tems and ensure that the database servers
can be accessed through the firewall.

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4 Deployment Checklists
Installation order

Order Component Description


3. (b) BusinessObjects En- Install your BusinessObjects Enterprise
terprise server or server or cluster using the BusinessObjects
cluster Enterprise installer. You will need to enter
connection information for all databases dur-
ing the install.
4. Server firewall To protect your BusinessObjects Enterprise
server or cluster behind a firewall, install the
firewall after the servers are configured and
verified to be working. Ensure that access
through the firewall is working in both direc-
tions.
5. (a) Web application To use your own web application server in-
server or cluster stead of the version of Tomcat installed by
the installer, install the web application server
or cluster and verify network connectivity be-
tween it and the BusinessObjects Enterprise
server.
5. (b) WAR files When your web application server is verified
to be working, deploy the BusinessObjects
Enterprise WAR files.
6. Web application To protect your web application server or
server firewall cluster behind a firewall, install the firewall
after the servers are configured and verified
to be working. Ensure that access through
the firewall is working in both directions.
7. Web server or clus- To use split web and web application servers
ter so that server static content can be off-loaded
from the web application servers, configure
your web server or cluster and ensure connec-
tivity to the web application server. When
using a load balancer, configure the load
balancer after the web servers or cluster are
verified to be working.
8. Web server firewall To protect your web server behind a firewall,
install the firewall after the servers are config-
ured and verified to be working. Ensure that
access through the firewall is working in both
directions.

90 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Deployment Checklists
Installation order 4
Order Component Description
9. Reverse proxy When using a reverse proxy server, configure
the reverse proxy to once access through the
web or web application server firewall has
been verified.
10. External firewall To protect your entire deployment behind a
firewall, install the firewall after the entire
system is configured and verified to be work-
ing. Ensure that access through the firewall
is working in both directions.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 91


4 Deployment Checklists
Installation order

92 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Glossary

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

94 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Glossary
5
available right
BusinessObjects Enterprise administrators setting rights in the CMC
will be presented with rights options depending on the object they
are setting rights on. For example, you can grant users the right to
schedule a report, but you cannot grant users the right to schedule
another user (because users cannot be scheduled).
base right
A right that applies to all objects in the system. For example, the
"View objects" right is a base right: it applies equally well to folders,
to reports, and to other BusinessObjects Enterprise objects.
BusinessObjects
See Desktop Intelligence.
BusinessObjects Enterprise
A business intelligence (BI) platform that powers the management
and secure deployment of specialized end-user tools for reporting,
query and analysis, and performance management (Dashboard and
Analytics) on a scalable, and open services-oriented architecture.
Cache server
A server responsible for handling all report viewing requests. The
Cache Server checks whether or not it can fulfill the request with a
cached report page. If the Cache Server finds a cached page that
displays exactly the required data, with data that has been refreshed
from the database within the interval that you have specified as the
default, the Cache Server returns that cached report page.
calendar
A customized list of run dates for scheduled jobs. When users
schedule objects, they can use a calendar to run the job on a
predefined set of dates. Calendars are particularly useful when users
want to run a recurring job on an irregular schedule, or if
administrators want to provide users with sets of regular scheduling
dates to choose from.
category
An alternative to folders as a way of organizing objects. There are
two types of categories: corporate and personal. Corporate
categories are created and administrated by administrators with the
appropriate rights, and are visible only to groups and users who
have the rights to view them; personal categories are created by
individual users, and are only visible to the users who created them.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 95


5 Glossary

Central Configuration Manager (CCM)


A server administration tool provided in two forms. In a Windows
environment, the CCM allows you to manage local and remote
servers through its Graphical User Interface (GUI) or from a
command line. In a UNIX environment, the CCM shell script (ccm.sh)
allows you to manage servers from a command line.For more
information on the CCM, see the BusinessObjects Enterprise
Deployment and Configuration Guide.
Central Management Console (CMC)
A web-based administrative tool for managing a BusinessObjects
Enterprise system. It provides a single interface for user, content,
and server management.
Central Management Server (CMS)
A server responsible for maintaining a database of information about
your BusinessObjects Enterprise system which other components
of the system can access as required. The data stored by the CMS
includes information about users and groups, security levels,
BusinessObjects Enterprise content, and servers. The CMS
maintains security and manages objects and servers.
connection
See universe connection.
Content Search
An optimized search tool that enables users to search within the
content of objects managed by BusinessObjects Enterprise. It also
refines the search results by grouping them into categories of similar
object types, and ranking them in order of their relevance to the
search term. With this enhanced search capability, users can also
search within Discussions Notes and Encyclopedia information.
Crystal Management Server
See Central Management Server.
Crystal Reports Explorer
An application which allows users to create and modify reports,
design layouts, and perform data analysis using a zero client
interface. This functionality reduces IT reporting backlog by enabling
users to create, save, and redistribute personalized report views in
BusinessObjects Enterprise.
Dashboard and Analytics

96 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Glossary
5
A suite of products which help 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. Dashboard
and Analytics includes the following products:
• Dashboard Builder
• Set Analysis
• Predictive Analysis
• Process Analysis

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

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 97


5 Glossary

thread or add notes to a discussion thread for any object to which


they have access.
effective rights
A calculation performed by the CMS that takes into account the effect
of the rights set on an object. The result is displayed on the Rights
page in the CMC.
Encyclopedia
A user panel inside BusinessObjects Enterprise for creating business
intelligence (BI) reference guides. Accessible from your BI portal,
Encyclopedia helps users locate and interpret your corporate
information for more confident and accurate decision making.
event
A preset trigger for scheduling and processing objects. Event-based
scheduling provides you with additional control over scheduling
objects: you can set up events so that reports are proccessed only
after a specified event occurs. Working with events consists of two
steps: creating an event and scheduling an object with events. That
is, once you create an event, you can select it as a dependency
when you schedule an object . The scheduled job is then processed
only when the event occurs. You can schedule an object with a file
event, a custom event, and/or a schedule event.
Event Server
A server which manages file-based events. When you set up a
file-based event within BusinessObjects Enterprise, the Event Server
monitors the directory that you specified. When the appropriate file
appears in the monitored directory, the Event Server triggers your
file-based event: that is, the Event Server notifies the CMS that the
file-based event has occurred. The CMS then starts any jobs that
are dependent upon your file-based event.
Everyone
A group created by default in BusinessObjects Enterprise. All users
are members of the Everyone group.
File Repository Server (FRS)
BusinessObjects Enterprise implementations typically include one
Input and one Output File Repository Server. (In larger deployments,
there may be multiple Input and Output File Repository Servers, for
redundancy.) The Input File Repository Server manages all of the
report objects that have been published to the system by

98 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Glossary
5
administrators or end users (using the Publishing Wizard, the CMC,
the Import Wizard, or a component such as Crystal Reports). The
Output File Repository Server manages all of the report instances
generated by the LDAP authentication(s). The File Repository
Servers 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.
group
A collection of users who share the same account privileges. Groups
enable you to make changes to user rights in one place (the group)
instead of modifying each user account individually. Groups are
created by default (as in the case of the Administrators and Everyone
groups), and custom-created by administrators according to
organizational needs.
inbox
A destination for a scheduled report. When scheduling a report, you
can specify that you want the system to store the report instances
in the inbox of one or more users. You can also send existing report
objects or instances to a user's inbox by using the "Send to" feature.
Information Analyzer
See Voyager.
InfoView
A web-based interface that end users access to view, schedule, and
keep track of published reports. InfoView consolidates the
presentation of a company's BI information and allows it to be
accessed in a way that is secure, focused, and personalized to users
inside and outside an organization.
inheritance
The method by which rights set on groups or folders are passed to
subgroups, subfolders, individual users, and files in BusinessObjects
Enterprise.
instance
A copy or "version" of an object that contains data that has been
retrieved from one or more databases. Each instance contains data
that is current at the time the report, query, or program is processed.
In BusinessObjects Enterprise, you publish objects to the system,
and then schedule those objects to generate instances on a recurring
basis.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 99


5 Glossary

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

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Glossary
5
A server which responds to on-demand page requests from the
Cache Server to generate Encapsulated Page Format (EPF) pages.
The Page Server then returns the EPF pages to the Cache Server.
The EPF pages contain formatting information that defines the layout
of the report. The data for the report is saved with the report or
retrieved on demand from the database.
Performance management
See Dashboard and Analytics.
profile
A tool for personalizing the content that users see when Desktop
Intelligence documents are published. With profiles, users can
schedule a publication (based on a Desktop Intelligence document)
once, and deliver many different personalized versions of the
document to your users (known as single-pass report bursting in
earlier versions of BusinessObjects).
Program Job Server
A server which processes scheduled program objects, as requested
by the CMS. To run a program, the Program Job Server first retrieves
the files from storage on the Input File Repository Server, and then
runs the program. By definition, program objects are custom
applications. Therefore the outcome of running a program depends
on the particular program object run.
program object
An executable, script, or Java program that users can schedule to
run regularly or based on an event. Program object features allow
administrators to automate a wide range of administrative tasks,
making BusinessObjects Enterprise a self-managing environment.
Additionally, administrators can use program objects to trigger
external processes, thus integrating BusinessObjects Enterprise into
a broader workflow.
Publishing
A feature that allows users to schedule and distribute Desktop
Intelligence documents, or specific sections of documents, through
InfoView. Documents are then distributed to users either via the web
or email. Publishing includes the ability for users or administrators
to subscribe to and receive publications on a pre-defined timetable.
publishing

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 101


5 Glossary

The process of adding objects to BusinessObjects Enterprise and


making them available to authorized users.
Publishing Wizard
An application which allows you to publish objects to BusinessObjects
Enterprise quickly. It also allows you to specify a number of options
on each object that you publish. Although this application runs only
on Windows, you can use it to publish reports to BusinessObjects
Enterprise servers that are running on Windows or on UNIX.
Report Application Server (RAS)
A server which provides users with report design capability over the
Web. It process reports that BusinessObjects Enterprise users view
with the Advanced DHTML viewer, and it provides ad hoc reporting
capabilities that allow users to create and modify reports over the
Web.
Report Job Server
A server which processes scheduled reports, as requested by the
CMS, and generates report instances. To generate a report instance,
the Report Job Server obtains the report object from the Input FRS
and communicates with the database to retrieve the current data.
Once it has generated the report instance, it stores the instance on
the Output FRS.
right
The base unit for controlling user access to files, users, applications,
servers, and other features in BusinessObjects Enterprise. When
granted, each right provides a user or group with permission to
perform a particular action.
role
See access level.
scheduling
The process through which a user determines when an object will
run on the system.
universe
An abstraction of a data source that presents data to users in
non-technical terms. Web Intelligence, Desktop Intelligence, and
Crystal Reports users can connect to a universe and run queries
against a database. They can perform data analysis and create
reports using the objects in a universe, without seeing, or having to
know anything about, the underlying data structures in the database.

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Glossary
5
Universes are created using the Designer. For complete information,
see the Designer's Guide.
universe connection
A named set of parameters that defines how a BusinessObjects
application accesses data in a database. A connection links Web
Intelligence to your middleware. You must have a connection to
access data. You must select or create a connection when you create
a universe. For complete information, see the Designer's Guide.
Voyager
A web-based OLAP analysis tool that users access through InfoView.
Voyager workspaces display OLAP data in crosstabs and charts. A
user creates a workspace, populates it with crosstab and chart
objects, connects those objects to OLAP data sources, and then
defines queries to explore the data. For more information see the
Business Objects Voyager User's Guide.
Web Component Adapter (WCA)
A server which communicates directly with the application server
that hosts the BusinessObjects Enterprise SDK. The Web
Component Adapter (WCA) runs within the application server and
provides all services that are not directly supported by the
BusinessObjects Enterprise SDK. The web server passes requests
to the application server, which then forwards the requests to the
WCA.
Web Intelligence
A web-based query and analysis tool that enables users to track,
understand, and manage corporate data using a simple browser as
their interface, while maintaining tight security over data access.
Web Intelligence provides business users an easy-to-use interface
for building and analyzing reports on corporate data over secured
intranets and extranets. For more information, see the Web
Intelligence User's Guide.
Web Intelligence Job Server
A server which processes scheduling requests it receives from the
CMS for Web Intelligence documents. It forwards these requests to
the Web Intelligence Report Server, which will generate the instance
of the Web Intelligence document.
Web Intelligence Report Server

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 103


5 Glossary

A server used to create, edit, view, and analyze Web Intelligence


documents. It processes scheduled Web Intelligence documents
and generates new instances of the document, which it stores on
the Output File Repository Server (FRS). Depending on the user's
access rights and the refresh options of the document, the Web
Intelligence Report Server will use cached information, or it will
refresh the data in the document and then cache the new information.

104 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Get More Help

A
A Get More Help

Online documentation library


Business Objects offers a full documentation set covering all products and
their deployment. The online documentation library has the most up-to-date
version of the Business Objects product documentation. You can browse
the library contents, do full-text searches, read guides on line, and download
PDF versions. The library is updated regularly with new content as it becomes
available.

http://support.businessobjects.com/documentation/product_guides/

Additional developer resources


http://devlibrary.businessobjects.com

Online customer support


The Business Objects Customer Support web site contains information about
Customer Support programs and services. It also has links to a wide range
of technical information including knowledgebase articles, downloads, and
support forums.

http://www.businessobjects.com/support/

Looking for the best deployment solution for your company?


Business Objects consultants can accompany you from the initial analysis
stage to the delivery of your deployment project. Expertise is available in
relational and multidimensional databases, in connectivities, database design
tools, customized embedding technology, and more.

For more information, contact your local sales office, or contact us at:

http://www.businessobjects.com/services/consulting/

Looking for training options?


From traditional classroom learning to targeted e-learning seminars, we can
offer a training package to suit your learning needs and preferred learning
style. Find more information on the Business Objects Education web site:

http://www.businessobjects.com/services/training

106 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Get More Help
A
Send us your feedback
Do you have a suggestion on how we can improve our documentation? Is
there something you particularly like or have found useful? Drop us a line,
and we will do our best to ensure that your suggestion is included in the next
release of our documentation:

mailto: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/.

Business Objects product information


For information about the full range of Business Objects products, visit:
http://www.businessobjects.com.

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 107


A Get More Help

108 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Index
A BusinessObjects Enterprise servers
Event Server 44
Adaptive job server 46 File Repository Servers 44
Adaptive processing server 48 BusinessObjects Enterprise Web Services 34
authentication 74 BusinessObjects Mobile 19

B C
basic web tier scenario Central Configuration Manager (CCM) 23
configuration details 83 Central Management Console (CMC) 19
diagram 83 Central Management Server (CMS) 42
overview 83 security 55
system layers 83 clustering 80
Business view 53 Connection server 54
Business Views Manager 23 CORBA SSL encryption 78
BusinessObjects Enterprise Crystal Reports .NET SDK 33
.NET SDK 33 Crystal Reports Cache Server 45
authentication 55 Crystal Reports Designer 23
browser clients 19 Crystal Reports Explorer 36
Central Management Server (CMS) 55 Crystal Reports job server 46
Crystal Reports page server 50 Crystal Reports page server 50
desktop clients 23 Crystal Reports processing server 48
documentation 13 Crystal Reports Viewer 23
Java SDK 30
job servers 46
packaged applications 36
D
Performance Management 51 Dashboard Analytics server 48
report and processing servers 48 Dashboard and Analytics 19, 36
security 54 Dashboard server 48
security plug-ins 55 Data Source Migration Tool 23
semantic layers 53 deployment
web application servers 30 architecture 16
workflows 56 checklist 88
BusinessObjects Enterprise Java SDK 30 clustering 80
database 67

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 109


Index

deployment (continued) H
documentation 13
encryption 77, 78 high availability 79
firewalls 75 HTTPS encryption 77
high availability 79
inital 11
installation order 89
I
load balancers 73 Import Wizard 23
multi-homed 73 InfoView 19, 23
overview 10 Input File Repository Server 44
planning 64
reverse proxy 76
scalability 78 J
security 74
split tier 79 Java SDK 30
updating 12 JavaServer Faces Components SDK 30
web application servers 70
web servers 72 L
what's new 8
deployment scenario List of Values job server 46
complex 84 Live Office 23
diagram 84
deployment scenarios
desktop client to server 82
M
Desktop Intelligence 23 Multi-Dimensional Analysis Server (MDAS) 51
Desktop Intelligence report server 48
Desktop Intellignce job server 46
Destination job server 46 O
disaster recovery 79
OLAP 51
Output File Repository Server 44
E
Event Server 44 P
Performance Management 51
F Predictive Analytics server 48
Process Analysis server 48
fault tolerance 79 Program job server 46
File Repository Servers 44 Publishing Wizard 23
firewalls 75

110 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide


Index

Q U
Query as a Web Service 23, 35, 36 Universe 53
Universe Builder 23
UNIX
R deployment 65
Report Application Server .NET SDK 33
Report Application Server (RAS) 48 V
Report Application Server (RAS) Java SDK 30
Report Conversion Tool 23 Viewers Java SDK 30
Report Engine Java SDK 30 voyager 36
Report Viewers 19 Voyager 19
Repository Diagnostic Tool 23
reverse proxy 76
W
S wdeploy 36
web application servers 30
scenarios 81 Web Intelligence 19
SDK Web Intelligence job server 46
.NET 33 Web Intelligence processing server 48
Java 30 Web Intelligence report server 48
web services 34 Web Intelligence rich client 23
Server Intelligence 19 web services 34, 36
Software Inventory Tool 23 Query as a Web Service 35
split tiers 79 web services Java SDK 30
Windows
deployment
T operating systems 65
tiers workflows
application 29 report viewing 57
client 18 report viewing with cache and Crystal
data 53 Reports servers 58
intelligence 38 scheduling an object 56
processing 45 viewing web intelligence documents 60
Translation Manager 23
X
Xcelcius 19

BusinessObjects Enterprise XI 3.0 Deployment Planning Guide 111


Index

112 BusinessObjects Enterprise XI 3.0 Deployment Planning Guide

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