BusinessObjects Enterprise™ XI Getting Started Guide

BusinessObjects Enterprise XI

Patents

Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Copyright © 2004 Business Objects. All rights reserved.

Trademarks

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Contents
Chapter 1 Introduction to BusinessObjects Enterprise XI 7 About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 What is BusinessObjects Enterprise? . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Who should use this guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Business Objects information resources . . . . . . . . . . . . . . . . . . . . . . . . 8 Chapter 2 What’s New in BusinessObjects Enterprise 11

Welcome to BusinessObjects Enterprise XI . . . . . . . . . . . . . . . . . . . . . . . . 12 About this version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Supported products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 New features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 End-user experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Report design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Developer flexibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 System administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Chapter 3 Planning Your Installation 21

Installation overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Installing BusinessObjects Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Full stand-alone installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Server-side installation connected to a web application server . . . . . . 24 Chapter 4 Using InfoView 25

InfoView overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Working with InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Accessing InfoView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Locating and viewing objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Scheduling objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

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Contents

Viewing an object’s history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Viewing a report’s alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Exporting reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Printing reports from the Crystal Report Viewers . . . . . . . . . . . . . . . . . 32 Chapter 5 Managing Accounts 33

Administration overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Administration tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Logging on to the Central Management Console . . . . . . . . . . . . . . . . . 34 Navigating within the Central Management Console . . . . . . . . . . . . . . 36 Logging off of the Central Management Console . . . . . . . . . . . . . . . . . 36 Creating a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Adding the user account to a group . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Modifying a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Deleting a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Changing password settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Setting the Administrator password . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Chapter 6 Publishing Objects to BusinessObjects Enterprise 41

Publishing overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Publishing options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Publishing with the Publishing Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Logging on to BusinessObjects Enterprise . . . . . . . . . . . . . . . . . . . . . . 44 Adding objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Creating and selecting a folder on the CMS . . . . . . . . . . . . . . . . . . . . . 45 Moving objects between folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Duplicating the folder structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Adding objects to a category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Changing scheduling options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Refreshing repository fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Selecting a program type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Specifying program credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Changing default values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

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. . . . 70 Report Application Server (RAS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Intelligence tier . . . . . . . . . . . . . . . 55 Chapter 7 BusinessObjects Enterprise Architecture 57 Architecture overview and diagram . 61 Application tier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Setting parameters . . . . 52 Finalizing the objects to be added . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Central Configuration Manager (CCM) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Import Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Publishing with the Central Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Web development platforms . . . . . . . . . . . . 69 Program Job Server . . . . . . . . . . . . 65 Central Management Server (CMS) . . . . . . . . . . . . . . . . 68 Processing tier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Web application environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 InfoView . . . . . . . 60 Central Management Console (CMC) . . . . . . 51 Adding extra files for programs . . . . . . . . . . . 67 File Repository Servers . . . 50 Entering database logon information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Setting the schedule output format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Application tier components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Client tier . . . . . . . . . . . . . . . . . .Contents Changing object properties . . . . . . 53 Saving objects directly to the CMS . . . . . . . . . . 68 Report Job Server . . . . . . . . . . . . . . . . . . . . . . . 65 Cache Server . . 52 Specifying command line arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Web Intelligence Job Server . . . . . . . . . . . . . . . . . . . . . . 61 Publishing Wizard . . . . . . . . . . . . . . . . . . 70 BusinessObjects Enterprise Getting Started Guide 5 . . . 70 Web Intelligence Report Server . . . . . . . . . . . . . . . . . 67 Event Server . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Customer support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Looking for the best deployment solution for your company? . . . . 84 Index 85 6 BusinessObjects Enterprise Getting Started Guide . . . . . . 82 Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . consulting and training . . . . . . . . . . . . . . . . . . . 71 List of Values Job Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 What happens when you view a report? . . . . 75 Choosing between live and saved data . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Contents Destination Job Server . . . 72 Information flow . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Where is the documentation? . . . . . . . . . . . . . . . . . . 79 Live data . . . . . . . . . . . . . . . . 79 Saved data . . . . . . . . . . . . . . . . . 80 Appendix A Business Objects Information Resources 81 Documentation and information services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 What happens when you schedule an object? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Report viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Data tier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 How can we support you? . . . . . . . . . . . . . . . . . . . . . . . . 84 Looking for training options? . . . . . . . . . . . . . . . . . . . . . . . . 71 Page Server . . . . . . . . 82 What’s in the documentation set? . . . . . . . . . . . . . . . . . . . . 82 Send us your feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Introduction to BusinessObjects Enterprise XI chapter .

customer support. the Central Management Console. extranet. training. and information delivery. Who should use this guide? This guide is intended for anyone who wants to get BusinessObjects Enterprise up and running quickly. interactive reports to end users via any web application— intranet. 8 BusinessObjects Enterprise Getting Started Guide . and reliable solution for delivering powerful. consult the BusinessObjects Enterprise Administrator’s Guide. Internet or corporate portal. providing customers with personalized service offerings. BusinessObjects Enterprise provides a solution for increasing end-user productivity and reducing administrative efforts. What is BusinessObjects Enterprise? BusinessObjects Enterprise is a flexible. and how to view reports in BusinessObjects Enterprise. As an integrated suite for reporting. BusinessObjects Enterprise delivers tangible benefits that extend across and beyond the organization. Whether it is used for distributing weekly sales reports. the BusinessObjects Enterprise Installation Guide. For more information about the product.1 Introduction to BusinessObjects Enterprise XI About this guide About this guide This guide provides you with basic installation information and serves as a general introduction to BusinessObjects Enterprise. and the BusinessObjects Enterprise User’s Guide. and consulting services. Common tasks and general overviews are provided throughout for users and administrators who are new to BusinessObjects Enterprise. Online versions of these guides are included in the doc directory of your product distribution. This appendix describes the Business Objects documentation. and the overall product architecture. analysis. the Publishing Wizard. they are also accessible from the Crystal Enterprise Launchpad. or integrating critical information into corporate portals. see “Business Objects Information Resources” on page 81. with links to online resources. scalable. how to add users and reports to the system. If you are evaluating BusinessObjects Enterprise. Once you install BusinessObjects Enterprise. this guide should provide you with a useful introduction to the product’s general features and functionality. You’ll learn the basics of how to install. Business Objects information resources For more information and assistance.

Introduction to BusinessObjects Enterprise XI Who should use this guide? 1 BusinessObjects Enterprise Getting Started Guide 9 .

1 Introduction to BusinessObjects Enterprise XI Who should use this guide? 10 BusinessObjects Enterprise Getting Started Guide .

What’s New in BusinessObjects Enterprise chapter .

This version includes a variety of major enhancements spread across our data access methods. security. This release extends the robust information infrastructure provided by earlier versions of BusinessObjects Enterprise and Crystal Enterprise. BusinessObjects Enterprise XI brings together features from across the Business Objects product line to meet the diverse needs of users. and analysis. BusinessObjects Enterprise XI provides full support for the management. It also provides platform-level support for semantic layers. and interaction for the following products and versions: • • • • 12 Crystal Reports XI BusinessObjects Web Intelligence XI BusinessObjects OLAP Intelligence XI BusinessObjects Data Integrator XI BusinessObjects Enterprise Getting Started Guide . Supported products All Business Objects products are now available under the same platform. BusinessObjects Enterprise provides full web-based administration and configuration of the entire system. Thanks to the extensive upgrade and content migration support provided in BusinessObjects Enterprise XI. and application investments without imposing a new set of standards and processes. BusinessObjects Enterprise is designed to integrate seamlessly with existing data. existing customers can leverage their current investments in Business Objects and Crystal technology.2 What’s New in BusinessObjects Enterprise Welcome to BusinessObjects Enterprise XI Welcome to BusinessObjects Enterprise XI BusinessObjects Enterprise XI is the business intelligence platform that supports the entire range of reporting. This chapter provides an overview of the new features and enhancements available in this version of BusinessObjects Enterprise. and report design options. querying. supplemented by powerful query and analysis. and data integration capabilities from the Business Objects product line. web. from presentation-quality reporting to in-depth data analysis. About this version BusinessObjects Enterprise provides an industry-standard. delivery. data integration. and security. administration capabilities. proven architecture based largely on an enhanced version of the Crystal Enterprise architecture.

What’s New in BusinessObjects Enterprise New features 2 For information about these products. BusinessObjects Enterprise Getting Started Guide 13 . Categories provide an effective way of classifying documents that makes it easier for users to organize documents. and setting appropriate rights for them. you will notice a wide range of new features in BusinessObjects Enterprise XI. By creating a combination of folders and categories. Folders are used as a location to store documents. consult the documentation provided with each component. combining the best features of each product line. Users can classify documents by using categories created by themselves and by others. Then you can share the resulting Office documents securely using BusinessObjects Enterprise. you can manage your Office documents the same way you manage your business intelligence documents. you can organize documents according to multiple criteria and improve both security and navigation. Complimentary to folders. Excel spreadsheets. The categorization of documents enables users to locate information more easily regardless of where it is stored within the system.5. you will notice the addition of categories to BusinessObjects Enterprise XI. and PowerPoint presentations. categories are used for classifying documents in BusinessObjects Enterprise. By taking advantage of the security and management features of BusinessObjects Enterprise. you can import your existing categories with the Import Wizard. New features BusinessObjects Enterprise XI represents the full integration of traditional Business Objects and Crystal products. Categories If you are upgrading or migrating from an existing Crystal Enterprise deployment. If you’re migrating from BusinessObjects Enterprise 6. End-user experience BusinessObjects Enterprise XI provides a significantly enhanced user experience for all customers. BusinessObjects Enterprise XI also supports the following add-in components: • BusinessObjects Enterprise Live Office XI Use Live Office to embed your business intelligence data into Word documents. Folders and categories work together to provide strong navigation capabilities. Whether you have an existing BusinessObjects Enterprise system or a Crystal Enterprise system.

you can add discussions to any document in the system either by selecting it from the document list or while the user is viewing the document. InfoView has been designed to allow users to do most tasks within the BI environment without the need of IT intervention. InfoView is available as a . You can grant other users access to the threaded discussions to allow new users to keep track of historical comments added to the documents. a completely updated business intelligence portal. you can share knowledge about the information in the documents. By adding discussions to documents. including scheduling to different formats. the term publishing is related to sending a document to multiple users containing different information depending on the user rights. combined with comprehensive support for the entire product line. Discussions Discussions provide threaded notes on all documents within BusinessObjects XI. InfoView BusinessObjects Enterprise XI introduces a new InfoView. such as managers or VPs. Through extensive testing and design. For more information on migrating documents.NET and J2EE versions gives the customer the flexibility of deploying InfoView in their established environment. the new look and feel is designed for intuitive user interaction. Publishing In BusinessObjects Enterprise 6 systems. if you currently organize your files into departmental folders. In BusinessObjects Enterprise XI. create. The important features provided by the Broadcast Agent Publisher are provided in BusinessObjects Enterprise XI. From a single web environment.NET (ASPX) version or a J2EE version (JSP). and you can create subcategories within categories. allowing users to add comments to documents in BusinessObjects Enterprise. This functionality. you could use categories to create an alternate filing system that divides content according to different roles in your organization. The delivery of both . New features allow users to be even more productive. traditionally provided by the Broadcast Agent Publisher and is now part of BusinessObjects Enterprise XI itself. users can view. see the BusinessObjects Enterprise Installation Guide. You can associate documents with multiple categories. and interact with information. Users familiar with previous versions of InfoView or ePortfolio will see that old features have been fully updated and improved.2 What’s New in BusinessObjects Enterprise New features For example. and scheduling directly to email or printers. 14 BusinessObjects Enterprise Getting Started Guide .

BusinessObjects Enterprise XI also provides the ability to schedule documents on behalf of others. and processing. This secure mechanism allows a single report to serve the needs of multiple users by delivering only the specific subsets of information to each user according to their security profile.What’s New in BusinessObjects Enterprise New features 2 Scheduling BusinessObjects Enterprise XI provides scheduling capabilities for both Crystal reports and Web Intelligence documents. They act as a semantic layer between the user and a database. Unlike other techniques that require special programming efforts. this solution is more manageable and can be applied to all documents designed from secured Universes or Business Views. Note: Business Views can be used only by Crystal Reports. Business Views Business Views is a flexible and reliable multi-tier system that enables companies to build detailed and specific Business Views objects that help report designers and end users access the information they require. including significant enhancements to parameters to allow for the dynamic generation of lists of values. Universes Universes are patented Business Objects technology. note that the Broadcast Agent Scheduler is no longer required. If you’re migrating from an existing BusinessObjects Enterprise deployment. while Universes are accessible by both Crystal Reports as well as Web Intelligence. You will also notice that scheduling is more integrated in Business Objects XI and includes new features such as business calendars. BusinessObjects Enterprise Getting Started Guide 15 .x deployment. Semantic Layer BusinessObjects Enterprise XI includes both Universes and Business Views. the leading report design tool in the market. Report design BusinessObjects XI includes Crystal Reports. to help make the report design process even simpler. you can use Import Wizard to import your existing universes and their connection objects. Crystal ReportsXI provides improved report design. All universe objects and their associated connections are stored and secured in the repository of BusinessObjects Enterprise XI itself. If you are migrating from an existing BusinessObjects Enterprise 6. usability.

a BICatalog service (InfoObject list. Recognizing the need for comprehensive support for different development environments. allowing prompt values to be populated from values in a database. where one value in a prompt constrains values in subsequent picklists. improving both runtime scalability and design time productivity. The consumers simplify application development. and so on). and so on). BusinessObjects Enterprise XI provides extensive . Unified Web Services includes server components (the providers) and both . Web Services The integration pack Web Services have been updated to support the new BusinessObjects XI platform features: • • • The Web Intelligence documents are served by the BusinessObjects XI Web Intelligence report engine. category management.NET and Java SDKs. 16 BusinessObjects Enterprise Getting Started Guide . As in the integration pack. Prompts can be arranged in a cascade. authentication. The LDAP authentication is natively supported. and a ReportEngine service (Crystal Reports and Web Intelligence document viewing including prompt and drill management). Web Farm is support. the BusinessObjects XI Web Services deliver a Session service (Session management. BusinessObjects Enterprise XI includes an enhanced version of the Unified Web Services provided with the BusinessObjects Crystal Integration Pack. A single prompt definition can be stored in the repository and shared among multiple reports.2 What’s New in BusinessObjects Enterprise New features Dynamic prompts and cascading lists of values Dynamic prompts and cascading lists are now available in Crystal Reports. Note: BusinessObjects Enterprise also continues to support existing development in COM. Report designers no longer need to maintain static prompt lists in individual reports. Developer flexibility BusinessObjects Enterprise development tools BusinessObjects Enterprise provides SDKs for enterprise application developers to build application and portal integration on top of the platform. although we recommend migrating to .NET and Java APIs that are used to write applications that consume the provided web services.NET or Java.

Architecture If you are upgrading from an existing BusinessObjects Enterprise 6. it provides better flexibility. This leads to an increase in efficiency and performance. Inbox. Categories. Enhanced PageServer One of the many improvements in BusinessObjects Enterprise XI is the enhanced PageServer. security.5 system. BusinessObjects Enterprise Getting Started Guide 17 . scalability. Universes. improved reliability. managing. and extensibility. and the smart use of resources. Support for Web Intelligence. and delivering information to your users. The service-oriented platform allows current Business Objects products such as Web Intelligence to plug directly into the framework without requiring extensive configuration. Management The Central Management Console provides users with a centralized point for administering a variety of details including scheduling.What’s New in BusinessObjects Enterprise New features 2 BusinessObjects Enterprise SDK BusinessObjects Enterprise SDK has been enhanced to include: • • • • JavaServer Faces for BusinessObjects Enterprise XI. BusinessObjects Enterprise XI inherits most of the new platform services from the proven Crystal Enterprise architecture. The PageServer has the ability to grow and create sub processes as required. BusinessObjects Enterprise XI is built on a component. offering dynamic growth. and auditing. widely recognized as a highly scalable. As a services-oriented architecture. fault tolerance.or services-based architecture. Java and Web Farms support. System administration BusinessObjects Enterprise provides an efficient and scalable architecture for processing. Improved query language. reliable. you will notice key differences in the architecture of BusinessObjects Enterprise XI. and powerful platform by customers and industry experts alike.

The auditor role is fulfilled by the Central Management Server (CMS). You can then create reports based on this auditing data. The auditing functionality of BusinessObjects Enterprise XI focuses on enabling administrators to gain a better understanding of the users accessing the system and the documents they are interacting with. security. BusinessObjects Enterprise XI features built-in auditing features. 18 BusinessObjects Enterprise Getting Started Guide . and authentication. For more information on auditing.2 What’s New in BusinessObjects Enterprise New features Auditing Instead of using a separate auditing component. This means that the overall system. Fault tolerance BusinessObjects Enterprise provides fail-over at the system management level (for scheduling. There is no migration or integration of the BusinessObjects Auditor product. The CMS collects and collates the auditing data from the system interactions and writes the information into the auditing database. Redundant components automatically take over the load if the system encounters a hardware failure or excessive wait times. Load balancing Intelligent load balancing algorithms eliminate bottlenecks and maximize hardware efficiency. as well as the individual services. in order to enhance scalability and maintain efficient server performance. If a processing service fails. see the auditing chapter of the BusinessObjects Enterprise Administrator’s Guide. BusinessObjects Enterprise XI includes built-in load balancing across all system management and report processing functions. while individual services with auditing functionality are considered the auditees. In a multi-server environment. BusinessObjects Enterprise XI includes enhanced support for session-level failover. The system also provides full support for replication of all server components. can be audited depending on the level of detail required. The auditing functionality within BusinessObjects Enterprise has been implemented with the concept of a central auditor and individual server auditees. you need to balance the load across multiple machines. It applies a mixture of active and passive approaches to maximize server availability and minimize response time for your users. for example). another service identifies the failure and continues the processing. The enhanced fault tolerance ensures seamless reporting and query analysis for your users.

When LDAP authentication is enabled. categories. an industry standard method for controlling cascading security access. User. Business Objects XI now provides single sign-on with Active Directory authentication using the Kerberos protocol. For details on how rights are mapped or for more information on the Import Wizard. Business Objects XI has introduced single sign-on for LDAP authentication. These capabilities require the system to run all components on the Windows operating system and for the users to use Internet Explorer with Active Directory authentication. universes. please see the BusinessObjects Enterprise XI Installation Guide. please see the BusinessObjects Enterprise XI Installation Guide. and import users and groups from existing BusinessObjects Enterprise and Crystal Enterprise deployments into BusinessObjects Enterprise XI using the Import Wizard. For details on how rights are mapped. Please see platforms. Also. The Central Management Console is a centralized management tool that can be used to administer security. you can provide end-to-end single sign-on. the administrator has the option to use Siteminder as an external system for authentication providing single sign-on capabilities to BusinessObjects Enterprise.txt for more information on supported platforms. group. BusinessObjects Enterprise Getting Started Guide 19 . you can now configure your deployment to use the Secure Sockets Layer (SSL) protocol for all network communication between your BusinessObjects Enterprise XI servers. By combining single sign-on and report viewing. and universe restriction sets. connections.What’s New in BusinessObjects Enterprise New features 2 Security BusinessObjects Enterprise XI provides all of the existing security features currently supported in Crystal Enterprise. Migration An administrator will be able to create users and groups. Security can be applied at the object level to all documents. which allows a user’s security context to be retrieved from the host operating system and be used to access BusinessObjects Enterprise and the underlying databases for the reports and documents in the system. and object level security is controlled using Access Control Lists (ACL). The Import Wizard maps most security rights from current systems directly to new users and groups in BusinessObjects Enterprise XI.

2 What’s New in BusinessObjects Enterprise New features 20 BusinessObjects Enterprise Getting Started Guide .

Planning Your Installation chapter .

For details. The scenarios described here are ideal for individuals and organizations who are interested in familiarizing themselves with the features and functionality of BusinessObjects Enterprise. This provides the quickest way to install BusinessObjects Enterprise. For information on more advanced deployment scenarios. This chapter recommends several preliminary installation scenarios that enable you to get BusinessObjects Enterprise up and running quickly. Installing BusinessObjects Enterprise This chapter describes two preliminary installation scenarios that enable you to get BusinessObjects Enterprise up and running quickly. The full stand-alone installation is generally the quickest to perform. • Server-side installation connected to a web application server A server-side installation allows you to integrate BusinessObjects Enterprise with your existing web application server—without installing the core BusinessObjects Enterprise components on the web application server itself. Before you install BusinessObjects Enterprise.3 Planning Your Installation Installation overview Installation overview BusinessObjects Enterprise offers a completely customizable and scalable solution by providing a number of distinct client and server components that can be distributed in various ways across a number of machines. and it provides you with all the functionality you will require to proceed through the remaining chapters in this guide. you install BusinessObjects Enterprise on a single machine that is already running as a web server.pdf) included with your product distribution. However. for the purposes of this introductory guide. consider which of the following scenarios is best for you: • Full stand-alone installation In this scenario. including information on selecting the best scenario for the deployment of custom applications. consult the BusinessObjects Enterprise Installation Guide (install. see the section on planning your installation in the BusinessObjects Enterprise Installation Guide (install.pdf) included with your product distribution. see “Full stand-alone installation” on page 23. 22 BusinessObjects Enterprise Getting Started Guide . the product’s diverse components are grouped together as “BusinessObjects Enterprise” and treated whenever possible as a single application. For complete installation procedures.

System requirements For a detailed list of tested environments. This file includes specific version and Service Pack requirements for supported web application servers. see “Server-side installation connected to a web application server” on page 24. When you perform this default installation. consult the Platforms. When the installation is complete.pdf) included with your product distribution. Once you have set up your web server software. all the client and server components are installed on the local machine. such as custom and expanded installations. the Setup program can install its own Microsoft Data Engine (MSDE) database by default. and operating systems. Full stand-alone installation This installation scenario offers the quickest way to install BusinessObjects Enterprise. databases. BusinessObjects Enterprise Getting Started Guide 23 . You can automatically create an MSDE database for the CMS. Generally. run the New installation from the BusinessObjects Enterprise Setup program.txt file included with your product distribution. the server components are started as services on the local machine. Note: For more installation options. and you can install the Tomcat application server. Default user and group accounts are created.Planning Your Installation Installing BusinessObjects Enterprise 3 For details. web browsers. however.pdf) included with your product distribution. consult the BusinessObjects Enterprise Installation Guide (install. Note: For explicit procedural details covering this installation scenario. consult the BusinessObjects Enterprise Installation Guide (install. On Windows. and sample reports are published to the system. the following components must be installed and configured correctly before you install BusinessObjects Enterprise: • • • Internet Explorer or Netscape Navigator Web application server software Database software that is compatible with the Central Management Server Note: BusinessObjects Enterprise requires a database to store information about the system and its users.

A server-side installation allows you to integrate BusinessObjects Enterprise with your existing web application server—without installing the core BusinessObjects Enterprise components on the web application server itself. On the machine that you have set aside for use by BusinessObjects Enterprise. This installation has two stages: 1. consult the BusinessObjects Enterprise Installation Guide (install. and the sample reports are published to the system. When you perform this installation. you may want to perform a server-side installation. Install the server components onto a machine that you have set aside for use by BusinessObjects Enterprise. the default user and group accounts are created. run the New installation from the BusinessObjects Enterprise Setup program. 24 BusinessObjects Enterprise Getting Started Guide .3 Planning Your Installation Installing BusinessObjects Enterprise Server-side installation connected to a web application server If you plan to use BusinessObjects Enterprise with an existing web application server. Install the appropriate Web Component Adapter onto the machine running your web application server. 2. Note: For explicit procedural details covering this installation scenario.pdf) included with your product distribution. the servers are started as services on the local machine. When the installation is complete. the client and server components are installed.

Using InfoView chapter .

1. but in general. spreadsheets. and save information to your local machine. 26 BusinessObjects Enterprise Getting Started Guide . InfoView logs you on automatically without an administered account. You can use this default view. Think of it as a window to a broad range of useful business information around your company. and other documents. but you won’t be able to customize the desktop with your personal settings. export it to other business applications (such as Excel). Note: The tasks that you can perform in InfoView are determined by the rights you have been granted on the system by your administrator. type the URL for InfoView directly in your web browser. You may need to check with your administrator for the web server name or exact URL to enter.4 Using InfoView InfoView overview InfoView overview BusinessObjects Enterprise comes with a standard web desktop. The features available in InfoView vary by content type. a Guest user account is provided. There may also be sample objects installed on your system. For more information. When accessing InfoView. InfoView appears. OLAP Intelligence reports. Accessing InfoView To access InfoView. 2. you can view information in your web browser. Working with InfoView To give you a better idea of how InfoView can be used at your company. This chapter provides a quick introduction to some of InfoView’s key features. To access InfoView Go to the following page: http://webserver/BusinessObjects/enterprise11/ Replace webserver with the name of the web server that is set up for BusinessObjects Enterprise. you will either be automatically logged on to your existing account or prompted for your log on information. including Crystal Reports. When the Guest account is enabled. see the BusinessObjects Enterprise User’s Guide.

keyword. and so on. You can also use an advanced search. expand the My Folders folder then click the Favorites folder. Depending on your system. To view an object • Click the object’s title or click View Latest Instance. Expand and click the name of any folder to view its contents. you may or may not be able to view or view the latest instance of reports. it opens in the appropriate Crystal Report Viewer. Or use the “Search” field and its list of options to search for objects by title. user name and password as assigned by your administrator. you may see the Report Samples folder and/or other folders and reports that have been added to the system. you also have access to your Favorites folder. enter your system (the web server name used in the URL). BusinessObjects Enterprise Getting Started Guide 27 . and other objects that your administrator has made publicly accessible. When you view a report object. and choose your authentication type. you can log on by clicking Log On in the upper right corner of InfoView and entering your user name and password as prompted. in order to generate an instance. Crystal Report Viewers allow you to navigate through multiple pages. Viewers also include printing and exporting capabilities. To view files that you put in your Favorites folder. or all fields. refresh data. description. select parameters. you are presented with a list of folders. For information on what authentication method to use. drill down to see details behind charts and summarized data. if available. Note: Depending on the rights given to you by your administrator.Using InfoView Working with InfoView 4 • • • If prompted for your log on information. consult your administrator. reports. Locating and viewing objects When you access InfoView as a guest user. When you log on to InfoView with your own user account. If you are logged on as a guest but have an existing account. You may also need to schedule the object first. Click Properties for any object to see its title and summary information. If you are logged on as a guest and are a new user you can view BusinessObjects Enterprise with limited access as determined by your administrator.

not to the Central Management Server (CMS) machine(s) that each user connects to. When a scheduled object runs successfully. To schedule an object • Click the Schedule link beneath the object title. and you can click the link to any historical instance. 28 BusinessObjects Enterprise Getting Started Guide . You must have your own account on the system in order to set your preferences. you can ensure you have the latest information available for viewing. For example. check your time zone setting on the Preferences page in BusinessObjects Enterprise. The default time zone is local to the web server that is running BusinessObjects Enterprise. The Schedule page appears. printing. By setting your time zone. Note: Before scheduling objects. You can see a list of instances by looking at an object’s history. you can schedule a report object to run every night so it’s available for you first thing in the morning. and distributing. an instance is created. By scheduling and viewing instances. you ensure that your scheduled objects are processed in accordance with the time zone in which you are working.4 Using InfoView Working with InfoView Scheduling objects Scheduling an object lets you run it automatically at specified times. An instance is a version of the object containing the data available at the time it was run— instances created later contain more recent data.

Filters If a report object includes a record or group selection formula. You can also decide the page range and number of copies to output. You can do this on the Schedule page if you have credentials for the object’s data source. For instance. see the Crystal Reports User’s Guide. you will be prompted to provide the date and time when you want to run the object. You can have BusinessObjects Enterprise save the file to disk.Using InfoView Working with InfoView 4 Schedule options When The When parameters specify a time for running a scheduled object. you can modify it before you schedule the report. email it to a predetermined list of recipients. The Print Settings contains two areas: the first area specifies whether or not a report instance is printed. but you can choose from a variety of popular formats including Adobe Acrobat. Rich Text. Selection formulas help determine what data appears in a report and may improve performance by eliminating unwanted records. The second area specifies which printer the report prints to. Print Settings You can choose to print a report instance when scheduling it. When printing a report. Destination These options allow you to send a scheduled object directly to a particular destination once it has been processed. output it to a user’s inbox or upload it to an FTP server. BusinessObjects Enterprise Getting Started Guide 29 . From this section you also have to option to customize the page layout. Format Use this option to specify the file format for scheduled report objects. you can set the number of copies and the page range. if you select Once. and so on. and whether or not they’re collated. Each parameter in the “Run object” list has its own specific data entry requirements. For more information on selection formulas. Microsoft Excel and Word. Database Logon Some objects require you to log on to a database before you can schedule them successfully. The default format is Crystal Report. report instances are always printed in Crystal Reports format.

this information may determine what data appears in the report. you have three options: • • • Use the first available server. Viewing a report’s alerts InfoView tracks report instances that trigger alerts. and you can click the link to any historical instance. Alerts are custom messages created in Crystal Reports that appear when certain conditions are met by report data. To view an object’s history • Click the History link beneath the object title. there might be a parameter that asks the user to choose a region. use any available server). The report returns the results for the specific region instead of returning the results for all of the regions. 30 BusinessObjects Enterprise Getting Started Guide . Parameters prompt the user to enter information. in a report used by sales. Use only servers that belong to a specific group. For report objects. If the object you schedule does not contain parameters. if the servers from that group aren’t available. You can set parameters on the Schedule page. For example.4 Using InfoView Working with InfoView Server Group You can specify the default servers that InfoView will use to schedule an instance. Alerts may indicate action to be taken by the user or information about report data. Use the servers that belong to a selected group first (and. When specifying your servers. To view a report’s alerts • Click the Alerts link beneath the object title. Viewing an object’s history InfoView tracks scheduled object instances—you can see a list of instances by looking at an object’s history. you will not be able to see this option. Parameters Some objects use the parameters feature.

6. In the “Page Range” area. 4. You can select the page range for the report that you want to export. you can export the drill-down view. the Save As dialog box appears (see step 6). Note: • BusinessObjects Enterprise Getting Started Guide 31 . otherwise the report opens. The Exporting Report dialog box appears. For the latter. The Export Report dialog box appears. Your browser may prompt you for security information.rpt). On the viewer’s Standard toolbar. For reports in which you can drill down. displaying the progress of your report. 7. However. however. unsaved. click Close. and next to File name enter a name for the report. When you export a report to a file format other than Crystal Reports format (. Click Export. select either All or Pages. 2. the program attempts to preserve as much formatting as the export format allows. otherwise. Click Open to open the exported report or Open Folder to navigate to the report.Using InfoView Working with InfoView 4 Exporting reports The Crystal Report Viewers allow you to export reports to several reporting formats as well as to popular word processor and spreadsheet formats. in the specified application and the export process is complete. specify the page range. Tip: • • 1. the steps detailed below may be different. Click Save. browse the Save in list to navigate to the folder in which you want to save the report. From the File format list. 3. To export a report View any report in a Crystal Report Viewer. click Export this Report. select an export format type. the general principles remain the same. 5. When the report has been exported. Depending on which Crystal Report Viewer you use. This makes the distribution of information easier. In the Save As dialog box. you may lose some or all of the formatting that appears in your report. 8. a message appears asking if you would like to open it. If you choose to save the report to your computer.

5. The Printing Records dialog box appears.4 Using InfoView Working with InfoView • The difference between Excel and Excel (Data only) is that an export to Excel attempts to preserve the look and feel of your original report. and four of the first copy. or use your browser’s Print command. 3. 2. 6. Click OK. select all pages or a specific range of pages. then prints the second copy. In the “Print Range” area. For example. two. your report prints page one. export the report to a printable local file. The Print dialog box appears. displaying the progress of your print job. click Print Report. In the copies area. To print a report from a viewer View any report in a Crystal Report Viewer. select the number of copies for the report. the report prints each page in order. 1. if you are printing two copies of a report with four pages. 4. three. Tip: If the Print Report button is unavailable. 32 BusinessObjects Enterprise Getting Started Guide . with each cell representing a field. while an export to Excel (Data only) exports only the data. On the viewer’s Standard toolbar. Printing reports from the Crystal Report Viewers This procedure shows how to print a report to a printer that is accessible from your local machine. If you select the Collate check box.

Managing Accounts chapter .

Administration tasks This section describes how to perform several different administrative tasks. As you proceed through the steps. See the BusinessObjects Enterprise Administrator’s Guide for in-depth information about administration tasks. the largest of the three administration applications.5 Managing Accounts Administration overview Administration overview Administration can be thought of as all of the tasks that are required to make sure that everyone who requires access to your BusinessObjects Enterprise content has an account. or select BusinessObjects Enterprise Administration Launchpad from the program group on the Windows Start menu. In most implementations. Logging on to the Central Management Console There are two ways to access the CMC: type the name of the machine you are accessing directly into your browser. belongs to the appropriate group. 34 BusinessObjects Enterprise Getting Started Guide . and has a report to access. has sufficient privileges. you will create your own administrative account that you can use to log on to the system. These tasks range from accessing the Central Management Console to changing password settings. These tasks are usually performed by System Administrators or Information Technology Specialists. Each task includes the relevant procedural information. administrators will use three applications to manage BusinessObjects Enterprise: • • • Central Management Console Publishing Wizard Central Configuration Manager This chapter focuses on how to create and modify user accounts with the Central Management Console (CMC). You can access the guide by clicking the Administrator’s Guide link in the BusinessObjects Enterprise Administration Launchpad.

type Administrator as the User Name. If you changed this default virtual directory on the web server. This default Enterprise account does not have a password until you create one. 4. you will need to type your URL accordingly.Managing Accounts Administration tasks 5 1. in Windows. see “Setting the Administrator password” on page 40. • If you have BusinessObjects Enterprise installed locally on your machine. and LDAP authentication may all appear in the list. you must map your third-party user accounts and groups to BusinessObjects Enterprise before you can use these types of authentication. Inside the Launchpad. Windows AD. Type your User Name and Password. Windows AD. For this example. Windows NT. 3. click “Launch the Central Management Console. If you’re using LDAP.” 2. select Enterprise in the Authentication Type list. On UNIX. When the Log On page appears. BusinessObjects Enterprise Getting Started Guide 35 . The CMC Home page appears. click Start > Programs > BusinessObjects Enterprise XI>BusinessObjects Enterprise Administration Launchpad. however. replace webserver with the name and port number of your Java application server. or Windows NT authentication. To log on to the CMC Choose one of the following two options: • Go to the following page: http://webserver/BusinessObjects/enterprise11/admin/ On Windows. For details. you may log on using an account that has been mapped to the BusinessObjects Enterprise Administrators group. Click Log On. replace webserver with the name of the web server machine that has the Web Connector component installed.

In the Account Name field. The New User’s Properties tab appears. 36 BusinessObjects Enterprise Getting Started Guide . Click Go if your browser doesn’t take you directly to the new page. In this example. Select the same “management areas” from the drop-down list in the upper-middle of the console. The maximum password length is 64 characters. You can click the hyperlinked portions of the path to jump quickly to different parts of the application. end the session by logging off. Use the optional Full Name and Description fields if you want to include extra information about the account. you can navigate through its areas and pages in a number of ways: • • Click hyperlinks and icons that let you to jump to other areas. you can go to the Users management area. your location within the CMC is indicated by a path that appears above the title of each page. 5. Log off is located in the upper right corner of the console. Home > Users > New User indicates that you’re on the New User page. Creating a user account To add a new user. In the Password and Confirm fields. Click New User. Logging off of the Central Management Console When you have finished using the Central Management Console. 1. 3. type a name for the new account. 4. For example. To create a new Enterprise account Log on to the Central Management Console and click Users. Once you leave the Home page. This example sets up a new account that you can use for the remainder of this guide. 2.5 Managing Accounts Administration tasks Navigating within the Central Management Console Because the CMC is a web-based application. type a password for your new account. This takes you to the Users management area of the CMC. For this example. type your own name. you could click Home or Users to go to the corresponding page.

Managing Accounts Administration tasks

5

6.

Select from the additional password options:

• •

Password never expires Select the check box if you want to enable this option. User must change password at next logon This check box is selected by default. If you do not want to force users to change the password the first time they log on, clear the check box.


7.

User cannot change password Select the check box if you want to enable this option.

Select the connection type.

• •

Concurrent User Choose Concurrent User if this user belongs to a license agreement that states the number of users allowed to be connected at one time. Named User Choose Named User if this user belongs to a license agreement that associates the account with the name of the user. Named user licenses are useful for people who require access to BusinessObjects Enterprise regardless of the number of other people who are currently connected.

8.

Click OK. The new account is added to the system. You can now add the user account to one or more groups.

Adding the user account to a group
Use this procedure to specify the groups that a particular user belongs to. This example adds your new user account to the BusinessObjects Enterprise Administrators group. 1. To add a user account to a group Once you’ve added a new user account, click the Member of tab. Tip: If you’ve left the account’s Properties page, first select Users from the list of management areas. Then click the Account Name of the user account that you want to change. 2. Click the Member of button to view the available groups.

BusinessObjects Enterprise Getting Started Guide 37

5

Managing Accounts Administration tasks

There are three default groups available:

• • •

Administrators Administrators are able to perform all tasks in all applications. Everyone The Everyone group is the default group for all new users.Universe Designer Users Users who belong to this group are granted access to the Universe Designer application. By default, users in this group have full control of the Universe folder and Connections folder.

3. 4.

In the Available groups list, select Administrators; then click the > arrow. Click OK. You can now use this account to log on to BusinessObjects Enterprise and the Central Management Console with full administrative rights.

Modifying a user account
Use this procedure to modify a user’s properties or group membership information, or to temporarily disable an account. The changes will take effect the next time the user logs on. 1. 2. 3. To modify a user account Go to the Users management area of the CMC. The Users page appears. Click the Account Name of the user whose properties you want to change. On the Properties page, make your changes to the account information, password settings, connection type, and so on. Tip: You can temporarily disable a user’s account by selecting the “Account is disabled” check box. 4. 5. Click Update. To change the group membership for the account, click the Member of tab, and then click the Member of button. The “Modify Member of” page appears. 6. 7. Select a group or groups and click the appropriate arrow to change the account’s group membership. Click OK.

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BusinessObjects Enterprise Getting Started Guide

Managing Accounts Administration tasks

5

Deleting a user account
Use this procedure to delete a user’s account permanently. The user account will not be available the next time the user tries to log on. If you think the user might require the account again, use the disable feature instead. See “Modifying a user account” on page 38 for more information. 1. 2. 3. 4. To delete a user account Go to the Users management area of the CMC. The Users page appears. Select the check box associated with the user you want to delete. Click Delete. The delete confirmation dialog box appears. Click OK. The user account is deleted.

Changing password settings
Within the Central Management Console, you can change the password settings for a specific user or for all users in the system. These procedures show how to modify the default password settings and how to change the password for the default Administrator account. To change user password settings 1. 2. 3. Go to the Users management area of the CMC. The Users page appears. Click the user whose password settings you want to change. The Properties page appears. Select or clear the check boxes associated with password settings. The available options are:

• • •
4. 1. 2.

Password never expires User must change password at next logon User cannot change password

Click Update. To change password settings Go to the Authentication management area of the CMC. Click the Enterprise tab.

BusinessObjects Enterprise Getting Started Guide 39

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Managing Accounts Administration tasks

3.

To enable a password restriction, select its check box and, if applicable, enter a value related to the password setting. The table below lists the available restrictions, and identifies the minimum and maximum values where applicable:

Password Setting Must contain at least N characters Must change password every N day(s) Cannot reuse the N most recent password(s) Disable account after N failed attempts to log on Reset failed logon count after N minute(s) Re-enable account after N minute(s) Enforce mixed-case passwords 4. Click Update.

Minimum

Recommended Maximum

0 characters 64 characters 1 day 1 password 100 days 100 passwords 100 minutes 100 failed 100 minutes 100 minutes

Must wait N minute(s) to change password 1 minute 1 failed 1 minute 1 minute

Setting the Administrator password
As part of the installation, BusinessObjects Enterprise creates an Administrator account and a Guest account that do not have passwords. Log on to the Central Management Console (CMC) with the Administrator account and use the following procedure to create a secure password for the Administrator account. Note: Do not create a password for the Guest account if you plan to use the anonymous Single Sign On. 1. 2. 3. 4. 5. To change the Administrator password Go to the Users management area of the CMC. Click the link for the Administrator account. In the Enterprise Password Settings area, enter and confirm the new password. If it is selected, clear the “User must change password at next logon” check box. Click Update.

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BusinessObjects Enterprise Getting Started Guide

Publishing Objects to BusinessObjects Enterprise chapter .

Microsoft Excel files. When a user schedules an instance of any object. For details. Save directly to your Enterprise folders when you are: • • • Designing reports with Crystal Reports. Taking care of other administrative tasks. For details. see “Publishing with the Publishing Wizard” on page 44. see “Saving objects directly to the CMS” on page 55. Are adding multiple objects or an entire directory. programs.6 Publishing Objects to BusinessObjects Enterprise Publishing overview Publishing overview Publishing is the process of adding objects such as reports to the BusinessObjects Enterprise environment and making them available to authorized users. Creating other objects with BusinessObjects Enterprise plug-in components. Microsoft Word files. BusinessObjects Enterprise queries the CMS for the location of the object file. programs. Using the OLAP Intelligence Application Designer. text files. Performing tasks remotely. and hyperlinks. You can publish objects to BusinessObjects Enterprise in three ways: • Use the Publishing Wizard when you: • • • Have access to the locally installed application. Use the Central Management Console (CMC) when you are: • • • • Publishing a single object. Adobe Acrobat PDFs. and object packages can be scheduled. and Web Intelligence). Note: Only reports. which consist of report and/or program objects. 42 BusinessObjects Enterprise Getting Started Guide . The Input File Repository Server stores the new object below the \Enterprise\FileStore\Input\ data\ directory. OLAP Intelligence. When you publish an object to BusinessObjects Enterprise. an entry is made in the Central Management Server (CMS) database. the appropriate server component then retrieves and processes the object file from the Input File Repository. rich text format files. The processed instance is stored by the Output File Repository Server below the \Enterprise\FileStore\Output\data\ directory. Thus. see “Publishing with the Central Management Console” on page 53. as well as object packages. There are several types of objects that you can publish to BusinessObjects Enterprise: reports (from Crystal Reports. For details. only these three types of objects have instances. Microsoft PowerPoint files.

Benefits • • • • • Users are able to determine the frequency in which the data in the report is updated. each of them being generated by hitting the Page Server and database. and displayed in version XI format. For RPT report files. allowing multiple users to access the report at the same time. reducing the number of times the database is hit (and thus system resources are used more effectively). or have frequent data changes. or you can choose to let users set the schedule themselves (on demand). (You cannot schedule OLAP Intelligence reports (CAR files). Drawbacks The report instance the users see is based on the selection criteria (parameters and record selection formulas) and schedule set by the administrator. require separate database logon credentials. processed. You can choose to set a schedule (recurring). It’s possible that the Cache Server can contain many copies of the cached report. Multiple users generating reports at the same time increases the load on the system and the number of times the database is hit. Drawbacks BusinessObjects Enterprise Getting Started Guide 43 . Benefits • • Users view the same instance of the report. The report instance is static (contains saved data) and is stored on the Cache Server.Publishing Objects to BusinessObjects Enterprise Publishing overview 6 Note: BusinessObjects Enterprise supports reports created in versions 6 through XI of Crystal Reports. Each unique report page is cached separately. this affects when data is refreshed and what data users see. reports are saved.) Each publishing option has potential benefits and drawbacks: • Specifying the data that users see (recurring) This option is recommended for objects that are accessed by a large number of people and that do not require separate database logon credentials. Once published to BusinessObjects Enterprise. Publishing options During the publishing process. you specify how often an object is run. Allowing users to update the data in the report (on demand) This option is recommended for smaller reports that use parameters and selection formulas.

type your BusinessObjects Enterprise credentials. In the User Name and Password fields. Once the object has been published. From the BusinessObjects Enterprise XI program group. 3. 44 BusinessObjects Enterprise Getting Started Guide . Tip: Ensure the appropriate file type is listed in the Files of type field. you can choose to also add its subfolders by selecting the Include Subfolders check box. 32-bit Windows application. The Select Files dialog box appears. Click Next. 3. This section of the guide features a series of procedures to help you through the Publishing Wizard. you may not be able to publish objects using the Publishing Wizard. For example. Adding objects 1. Note: Depending on the rights assigned by your BusinessObjects Enterprise administrator. 2. 6. Repeat steps 1 and 2 for each of the objects you want to add. 4. click either Add Files or Add Folders. 2. Click Next. the settings for parameters and schedule format do not appear when you publish OLAP Intelligence applications. In the System field. In the Select Files dialog box. Logging on to BusinessObjects Enterprise 1. it will appear in the folder you specified in InfoView (or other web desktop) and in the Objects management area of the CMC. Navigate to and select the object you want to add. From the Authentication list. The wizard is made up of a series of screens. type the name of the CMS to which you want to add objects. click Publishing Wizard. 5. depending on the type of object you are adding. Only the screens applicable to the objects or folders you are publishing appear. If you are adding a folder.rpt). by default this value is set to Report (*.6 Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard Publishing with the Publishing Wizard The Publishing Wizard is a locally installed. select the appropriate authentication type.

2. 1. The new object package appears and can be renamed. To delete a folder or object package. (New folders are green. Note: If the Specify Object Type dialog box appears. The Confirm Location dialog box appears.) If you are adding multiple objects and want to place them in separate directories. To add a new folder to the CMS. see “Duplicating the folder structure” on page 46. BusinessObjects Enterprise Getting Started Guide 45 . select the item and click the Delete button. then click Next. To add a new object package to the CMS. Click Next. Click Next. choose a file type for each unrecognized object. The Specify Location dialog box appears. click the folder you want to add the objects to. you must create or select a folder on the host CMS. existing folders are yellow. you can delete only new folders and object packages. In the Specify Location dialog box.Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard 6 4. The new folder appears and can be renamed. select a parent folder and then click the New Object Package button. Only the folders that you have full control access to will appear. Click + to the left of the folder to view the subfolders. select a parent folder and then click the New Folder button. Creating and selecting a folder on the CMS To add the selected objects. Note: From the wizard.

In the Confirm Location dialog box. Choose the topmost folder that you want to include in the folder hierarchy. choose a folder hierarchy option. To recreate all of the folders and subfolders on the CMS as they appear on your hard drive. And you can right-click objects to rename them. To delete a folder or object packages. In the Specify Folder Hierarchy dialog box. select Put the files in the same location. 46 BusinessObjects Enterprise Getting Started Guide . 1. Click Next when you are finished. select it and click the Delete button. You can also add folders and object packages by selecting a parent folder and clicking the New Folder or New Object Package button. objects are displayed using their titles. You can drag-and-drop objects to place them where you want. select Duplicate the folder hierarchy. 2. Duplicating the folder structure If you are adding multiple objects from a directory and its subdirectories. The Specify Categories dialog box appears.6 Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard Moving objects between folders 1. To place all of the objects in a single folder. move objects to the desired folders by selecting each object and then clicking Move Up or Move Down. you are asked if you want to duplicate the existing folder hierarchy on the CMS. You can display the objects’ local file names by clicking the “Show file names” button. By default.

click the category you want to add the objects to. In the Specify Categories dialog box. The Specify Schedule dialog box appears. Note: From the wizard. The object is not run again until you reschedule it. In the File list.) 3. In the Specify Schedule dialog box. you can delete only new categories. The object is not run again until you reschedule it. select the item and click the Delete button. program. 1. existing categories are blue. Click Next. The Confirm Location dialog box appears.Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard 6 2. (New categories are green. and/or object package that you are publishing to run at specific intervals. Changing scheduling options The Specify Schedule dialog box allows you to schedule each report. select the object you want to schedule. Select one of three intervals: • Run once only Selecting the “Run once only” option provides two more sets of options: • • when finished this wizard This option runs the object once when you’ve finished publishing it. Adding objects to a category If you want to add the selected objects to a category. 2. select a parent category and then click the New Category button. To add a new category to the CMS. BusinessObjects Enterprise Getting Started Guide 47 . at the specified date and time This option runs the object once at a date and time you specify. 1. Click Next. choose the object that you want to add to the category. The new category appears and can be renamed. Click + to the left of the folder to view the subfolders. To delete a category or to remove an object from a category. 2. you can create or select a category on the host CMS. Note: This dialog box appears only for objects that can be scheduled. then click the Insert File button.

The “Pick a recurrence schedule” dialog box appears. bitmaps. 1. select a program. Click Next after you have set the schedule for each object you are publishing. 3. 48 BusinessObjects Enterprise Getting Started Guide . it leaves the task of scheduling up to the user. the Publishing Wizard needs to connect to your BusinessObjects Enterprise Repository database from the local machine.6 Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard • • Let users update the object This option does not schedule the object. Instead. In the Program Type dialog box. and then select the Use Object Repository when refreshing report check box if you want to refresh it against the repository. Refreshing repository fields The BusinessObjects Enterprise Repository is a central location which stores shared elements such as text objects. see the BusinessObjects Enterprise Administrator’s Guide. see the BusinessObjects Enterprise Administrator’s Guide. Select the appropriate options and click the OK button. Run on a recurring schedule Once you have selected this option. For details about program objects and program object types. universes. Tip: Click the Enable All button if you want to refresh all objects that reference the repository. and custom SQL commands. In the Specify Repository Refresh dialog box. 2. click the Disable All button if you want to refresh none of the objects. select a report. Selecting a program type The Program Type dialog box appears only when you publish program objects. Note: The Specify Repository Refresh dialog box appears only when you publish report objects. 1. You can choose to refresh an object’s repository fields if the object references the repository. click the Set Recurrence button to set the scheduling options. The options in this dialog box allow you to choose when and how often the object runs. custom functions. For details. Click Next when you are finished. To complete this task.

The Change Default Values dialog box appears. Once you have specified the user credentials for each program to run as. BusinessObjects Enterprise Getting Started Guide 49 . They generally have a . 3.jar file extension. In the Program Credentials dialog box. or shell scripts.com. Specifying program credentials 1. In the User Name and Password fields. Specify one of three program types: • Binary/Batch Binary/Batch programs are executables such as binary files. Script Script program objects are JScript and VBScript scripts. • • 3. Once you have specified the type of each program you are adding. click Next. Click Next through the wizard’s remaining dialog boxes. The rights of the program are limited to those of the account that it runs as. batch files.bat. . or you can go through the remaining screens and make changes. You can publish any executable program that can be run from the command line on the machine where the Program Job Server is running. . specify the user credentials for the account for the program to run as. or if the parameter values are invalid. 1.Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard 6 2. click Next. To publish objects without making modifications Select Publish without modifying properties. Changing default values You can publish objects without changing any of the default properties. 2. The Program Credentials dialog box appears. Java You can publish any Java program to BusinessObjects Enterprise as a Java program object. your object may not schedule properly if the database logon information is not correct. 2. Note: If you use the default values. . select a program.sh.exe. They generally have file extensions such as: .

Tip: The “Generate thumbnail image” check box is available only if the object is an RPT file and was saved appropriately. Entering database logon information Some objects use data sources that require logon information. To display thumbnails for a report. 1. The Specify Database Credentials dialog box appears if it is needed. follow these steps. The Review Object Properties dialog box appears. Click Next. Enter a new title or description. double-click the object. select the object you want to modify. 4. Changing object properties 1. 3.6 Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard 1. Select the “Save preview picture” check box and click OK. 2. If objects you are adding are of this type. open the report in Crystal Reports and click Summary Info on the File menu. In the Specify Database Credentials dialog box. Preview the first page of the report and save your changes. Click Next. Select the Generate thumbnail image check box if you want users to see a thumbnail of a report object before they open it. To review or modify objects before publishing Select Review or modify properties. 50 BusinessObjects Enterprise Getting Started Guide . 2. In the Review Object Properties dialog box. or click + to the left of the object to expose the database.

Select the database and change the logon information in the appropriate fields. For example. Adobe Acrobat. leave the fields blank. select the object whose prompts you want to change. 1. Select a format from the list (Crystal Report. Before such an object can be scheduled. If the database does not require a user name or password. Setting the schedule output format You can choose an output format for each scheduled report that you publish. Where applicable. you can customize the schedule format options. click Next. 3. customize the schedule format options. Microsoft Excel. Note: Enter user name and password information carefully. Click Next. In the Specify Format dialog box. select the object whose schedule format you want to change. Microsoft Word. Setting parameters Some objects contain parameters for data selection. enter the number of lines per page. In the Set Report Parameters dialog box. and so on). 1. then click Set Prompts to NULL. Depending on the type of parameter you have chosen. the object cannot retrieve data from the database. Click Next after you have finished editing the prompts for each object. Click Edit Prompt to change the value of a prompt. If it is entered incorrectly. different dialog boxes appear. if you select Paginated Text. 3. Once you have completed the logon information for each object using a different database. BusinessObjects Enterprise Getting Started Guide 51 . The Set Report Parameters dialog box appears if it is needed. If you want to set the prompts to contain a null value (where possible). 2.Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard 6 2. For some of the formats. 4. you must set the parameters in order to determine the default prompts. The object’s prompts and default values appear in a list on the right-hand side of the screen. The Specify Format dialog box appears. 3. 2.

Once you have added all necessary extra files for each program. After ensuring all the objects you want to publish have been added to the list. When the processing is done. 3. you can specify any command-line arguments supported by your program’s command-line interface. using the same format you would use at the command line itself. click Next. Select a program. 3. 1. 1. without parsing. Select a program. you are returned to the final screen of the Publishing Wizard. the Publishing Wizard displays a final list of the objects that it is going to publish. 2. 1. click Next. They are passed directly to the command-line interface. scheduled. In the Command line area. Click Finish to close the wizard. Finalizing the objects to be added After you have provided all of required information for the objects. click Next. Click Add to navigate to and select the necessary file. and run as specified. 2. The objects are added to the CMS.6 Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard Adding extra files for programs Some programs require access to other files in order to run. To view the details for an object. Once you have specified all necessary command-line arguments for each program. The Command line for Program dialog box appears. 3. type the command-line arguments for your program. select it from the list. 52 BusinessObjects Enterprise Getting Started Guide . Specifying command line arguments For each program. 2.

Click New Object. Enter the object’s properties. On the left side of the page. BusinessObjects Enterprise Getting Started Guide 53 . with the Report properties displayed. The New Object page appears.Publishing Objects to BusinessObjects Enterprise Publishing with the Central Management Console 6 Publishing with the Central Management Console If you have administrative rights to BusinessObjects Enterprise. you can publish objects over the Web from within the CMC. click the type of object you want to add. To add an object with the CMC Go to the Objects management area of the CMC. 1. 3. 2. 4.

or click Browse to perform a search. Run JScript and VBScript programs as Script program objects. 54 BusinessObjects Enterprise Getting Started Guide . If you do not want the user to see a thumbnail preview of the report in BusinessObjects Enterprise. Program. or Script. Select the “Save preview picture” check box and click OK. Adobe Acrobat. Tip: • • • URL Hyperlink Run Java programs as Java program objects. Preview the first page of the report and save your changes. Run all other programs as Executable program objects. Microsoft Excel. Java. Use Object Report Repository when refreshing report Program Type Program Select this option to automatically refresh an object's repository fields against the repository each time the report runs. open the report in Crystal Reports and click Summary Info on the File menu. Text. Microsoft PowerPoint. Microsoft Word. Select Executable. Hyperlink Report Description Type the full path to the object. Rich Text Object Package. clear the “Generate thumbnail for the report” check box. Tip: To display thumbnails for a report.6 Publishing Objects to BusinessObjects Enterprise Publishing with the Central Management Console The properties that appear vary according to the type of object you are adding: Property File name Object Types Report. Type a description of the object. Title Description Generate thumbnail for the report Type the name of the object. Type the URL address of the page you want the hyperlink object to link to. Hyperlink Object Package.

Click OK. Note: Only report and program objects can be published to object packages. If necessary. select it and click Show Subfolders. then.Publishing Objects to BusinessObjects Enterprise Saving objects directly to the CMS 6 5. In the Save As dialog box. Specify the folder where you want to save the report and click Save. you can use the Save As command to add objects to BusinessObjects Enterprise from within the designer itself. If you want to place the object in a category. after designing a report in OLAP Intelligence. Ensure that the correct folder or object package name appears in the Destination field. use the Look For field. When the object has been added to the system. user rights. For instance. 6. such as its title and description. click Enterprise Folders. the database logon information. BusinessObjects Enterprise Getting Started Guide 55 . such as Crystal Reports or OLAP Intelligence. and so on. you can now modify the object’s properties. 7. To search for a specific folder or object package. scheduling information. Tip: • • To expand a folder. click Save As on the File menu. select the category from the list. the CMC displays the Properties screen. when prompted. Saving objects directly to the CMS If you have installed one of the Business Objects designer components. log on to the Central Management Server (CMS).

6 Publishing Objects to BusinessObjects Enterprise Saving objects directly to the CMS 56 BusinessObjects Enterprise Getting Started Guide .

BusinessObjects Enterprise Architecture chapter .

the application tier. they can be logically grouped based on the type of work they perform. The same service can also run in multiple instances on a single machine. This chapter describes the framework itself. Consult each product’s installation or administration guides for details about how it integrates with the BusinessObjects Enterprise framework. they are actually services and daemons that do not need to run on separate computers. To provide flexibility. On UNIX.” If the Report Application Server is running on a multi-processor computer. For example. then you may choose to run multiple Report Application Servers on it. there are five tiers: the client tier. reliability. while you run the Report Application Server on a separate machine. the intelligence tier. The following diagram illustrates how each of the components fits within the multi-tier system. 58 BusinessObjects Enterprise Getting Started Guide . This means that the services can all run on the same machine. These services can be “vertically scaled” to take full advantage of the hardware that they are running on. Although the components are responsible for different tasks. even though these are called servers. Note: BusinessObjects Enterprise Standard requires all of the components to be installed on one machine. In BusinessObjects Enterprise. The “servers” run as services on Windows machines. This configuration is called “vertical scaling. and the data tier. the processing tier. or they can run on separate machines. Other Business Objects products. plug in to the BusinessObjects Enterprise framework in various ways. If you are new to BusinessObjects Enterprise. its components. the servers run as daemons. or spread across many. and the general tasks that each component performs. and they can be “horizontally scaled” to take advantage of multiple computers over a network environment. and scalability the components that make up each of these tiers can be installed on one machine. use this chapter to gain familiarity with the BusinessObjects Enterprise framework. you can run the Central Management Server and the Event Server on one machine. such as OLAP Intelligence and Report Application Server.7 BusinessObjects Enterprise Architecture Architecture overview and diagram Architecture overview and diagram BusinessObjects Enterprise is a multi-tier system. This configuration is called “horizontal scaling.” The important thing to understand is that.

BusinessObjects Enterprise Getting Started Guide 59 .BusinessObjects Enterprise Architecture Architecture overview and diagram 7 The remainder of this chapter describes each tier. the key BusinessObjects Enterprise components. reports are saved. see the BusinessObjects Enterprise Administrator’s Guide. and their primary responsibilities: • • • • “Client tier” on page 60 “Application tier” on page 62 “Processing tier” on page 68 “Data tier” on page 72 Tip: When you are familiar with the architecture and want to customize your system configuration. Note: BusinessObjects Enterprise supports reports created in versions 6 through XI of Crystal Reports. Once published to BusinessObjects Enterprise. and displayed in version XI format. processed.

publish. Each BusinessObjects Enterprise request that a user makes is directed to the BusinessObjects Enterprise application tier. For more information. Additionally. InfoView also serves as a demonstration of the ways in which you can use the BusinessObjects Enterprise Software Development Kit (SDK) to create a custom web application for end users. and view reports and other objects. InfoView also demonstrates how you can use the BusinessObjects Enterprise .7 BusinessObjects Enterprise Architecture Client tier Client tier The client tier is the only part of the BusinessObjects Enterprise system that administrators and end users interact with directly. In the case of . a web-based interface that end users access to view. Central Management Console (CMC) The Central Management Console (CMC) allows you to perform user management tasks such as setting up authentication and adding users and groups. schedule. the CMC enables you to 60 BusinessObjects Enterprise Getting Started Guide . The web server forwards the user request directly to an application server where the request is processed by the WCA. and keep track of published reports. It also allows you to publish. organize. The client tier includes: • • • • • “InfoView” on page 60 “Central Management Console (CMC)” on page 60 “Central Configuration Manager (CCM)” on page 61 “Publishing Wizard” on page 61 “Import Wizard” on page 61 InfoView BusinessObjects Enterprise comes with InfoView. see the developer documentation available on your product CD. and set security levels for all of your BusinessObjects Enterprise content.NET.NET Server Components. This tier is made up of the applications that enable people to administer.

Central Configuration Manager (CCM) The Central Configuration Manager (CCM) is a server-management tool that allows you to configure each of your BusinessObjects Enterprise server components. Because the CMC is a web-based application. these settings include default port numbers. and folders from an existing BusinessObjects Enterprise. This tool allows you to start. see the developer documentation available on your product CD. SOCKS server connections. see the BusinessObjects Enterprise Administrator’s Guide. and it allows you to view and to configure advanced server settings. On Windows. For more information. By assigning object rights to BusinessObjects Enterprise folders. For more information. you can perform all of these administrative tasks remotely.For more information. see “Publishing overview” on page 42 and the BusinessObjects Enterprise Administrator’s Guide. The CMC also serves as a demonstration of the ways in which you can use the administrative objects and libraries in the BusinessObjects Enterprise SDK to create custom web applications for administering BusinessObjects Enterprise. For more information. enable. For more information. stop. Import Wizard The Import Wizard is a locally installed Windows application that guides administrators through the process of importing users. The Import Wizard runs on Windows. on Windows the CCM allows you to add or remove servers from your BusinessObjects Enterprise system. Publishing Wizard The Publishing Wizard is a locally installed Windows application that enables both administrators and end users to add reports to BusinessObjects Enterprise. see the BusinessObjects Enterprise Administrator’s Guide.BusinessObjects Enterprise Architecture Client tier 7 manage servers and create server groups. groups. see the BusinessObjects Enterprise Administrator’s Guide. but you can use it to import information into a new BusinessObjects Enterprise system running on Windows or on UNIX. or Crystal Info implementation to BusinessObjects Enterprise. you control who can publish reports and where they can publish them to. and disable servers. CMS database and clustering details. and more. BusinessObjects Enterprise Getting Started Guide 61 . reports. Crystal Enterprise. In addition. The Publishing Wizard publishes reports from a Windows machine to BusinessObjects Enterprise servers running on Windows or on UNIX.

the application tier includes the following components: • • “Application server and BusinessObjects Enterprise SDK” on page 63 “Web Component Adapter (WCA)” on page 63 Note: In Crystal Enterprise 10 on Windows. 62 BusinessObjects Enterprise Getting Started Guide .7 BusinessObjects Enterprise Architecture Application tier Application tier The application tier hosts the server-side components that process requests from the client tier as well as the components that communicate these requests to the appropriate server in the intelligence tier. the communication between the web server and the application server was handled through the Web Connector. In BusinessObjects Enterprise XI.NET platforms. the functionality of the Web Component Adapter (WCA) was provided through the Web Component Server (WCS). The application tier includes support for report viewing and logic to understand and direct web requests to the appropriate BusinessObjects Enterprise server in the intelligence tier. both on Windows and Unix platforms. the web server communicates directly with the application server and the WCA handles the WCS functionality. The application tier includes: • • • “Application tier components” on page 62 “Web development platforms” on page 63 “Web application environments” on page 64 Application tier components For both the Java and .

epf files) to HTML format when users view pages with a DHTML viewer. In BusinessObjects Enterprise XI. both on Windows and Unix platforms.NET SDK run on a third party application server. Note: In Crystal Enterprise 10 on Windows. It also supports InfoView and other Business Objects applications.aspx) and Java Server Pages (.aspx requests).BusinessObjects Enterprise Architecture Application tier 7 Application server and BusinessObjects Enterprise SDK BusinessObjects Enterprise systems that use the BusinessObjects Enterprise Java SDK or the BusinessObjects Enterprise . 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 application server acts as the gateway between the web server and the rest of the components in BusinessObjects Enterprise. Web Component Adapter (WCA) The web server communicates directly with the application server that hosts the BusinessObjects Enterprise SDK. the communication between the web server and the application server was handled through the Web Connector. the functionality of the Web Component Adapter (WCA) was provided through the Web Component Server (WCS). The web server passes requests directly to the application server. Web development platforms BusinessObjects Enterprise supports the following web development platforms: • • “Java platform” on page 64 “Windows . The WCA has two primary roles: • • It processes ASP. which then forwards the requests on to the WCA.txt file included with your product distribution for a complete list of tested application servers and version requirements. The application server is responsible for processing requests from your browser. and uses the SDK to convert report pages (.jsp) files It also supports Business Objects applications such as the Central Management Console (CMC) and Crystal report viewers (that are implemented through viewrpt. See the Platforms. the web server communicates directly with the application server and the WCA handles the WCS functionality.NET platform” on page 64 BusinessObjects Enterprise Getting Started Guide 63 .NET (.

Web application environments BusinessObjects Enterprise supports Java Server Pages (.NET (.7 BusinessObjects Enterprise Architecture Application tier Java platform All UNIX installations of BusinessObjects Enterprise include a Web Component Adapter (WCA). the web server communicates directly with the application server and the WCA handles the WCS functionality. This configuration requires the use of a Microsoft Internet Information Services (IIS) web server. such as InfoView and the sample applications available via the BusinessObjects Enterprise Launchpad. see the developer documentation available on your product CD. You do not need a Web Component Adapter for custom ASP. BusinessObjects Enterprise also includes Primary Interop Assemblies (PIAs) that enable you to use the BusinessObjects Enterprise SDK and Report Application Server SDK with ASP.NET (. Note: In Crystal Enterprise 10 on Windows.jsp) and ASP.NET Server Components which simplify development of custom BusinessObjects Enterprise applications in ASP.NET Framework include Primary Interop Assemblies (PIAs) that allow you to use the BusinessObjects Enterprise .NET.aspx.NET. In this configuration.NET platform BusinessObjects Enterprise installations that use the . the functionality of the Web Component Adapter (WCA) was provided through the Web Component Server (WCS). a Java application server is required to host the WCA and the BusinessObjects Enterprise Java SDK. BusinessObjects Enterprise includes web applications developed in . Windows . 64 BusinessObjects Enterprise Getting Started Guide .NET applications that use the BusinessObjects Enterprise SDKs in conjunction with third party APIs.NET.aspx) pages allow you to develop cross-platform J2EE and ASP. It also includes a set of . BusinessObjects Enterprise continues to support Crystal Server Pages (.NET Server Components that you can optionally use to simplify the development of custom applications. The use of a web server is optional as you may choose to have static content hosted by the application server.asp).jsp) and ASP.aspx) pages.NET applications. Java Server Pages (.csp) and Active Server Pages (.NET SDK with ASP. For more information. In BusinessObjects Enterprise XI. both on Windows and Unix platforms. and a set of . the communication between the web server and the application server was handled through the Web Connector. Note: For backward compatibility.

the CMS enforces who has access to BusinessObjects Enterprise and the types of tasks they are able to perform. For more information. sends requests to the appropriate servers. BusinessObjects Enterprise content. It maintains all of the security information. refer to the following sections: • • • • “Central Management Server (CMS)” on page 65 “Cache Server” on page 67 “File Repository Servers” on page 67 “Event Server” on page 68 Central Management Server (CMS) The CMS is responsible for maintaining a database of information about your BusinessObjects Enterprise system. manages audit information. The data stored by the CMS includes information about users and groups. and stores report instances. which other components can access as required. These tasks include enforcing and maintaining the licensing policy of your BusinessObjects Enterprise system. which includes folders.BusinessObjects Enterprise Architecture Intelligence tier 7 Intelligence tier The intelligence tier manages the BusinessObjects Enterprise system. By communicating with the Job Servers and Program Job Servers. BusinessObjects Enterprise Getting Started Guide 65 . The CMS also maintains the BusinessObjects Enterprise Repository. the CMS is able to ensure that scheduled jobs run at the appropriate times. This data allows the CMS to perform its four main tasks: • Maintaining security By maintaining a database of users and their associated object rights. • Managing objects The CMS keeps track of the location of objects and maintains the containment hierarchy. categories. and a separate audit database of information about user actions. security levels. and servers. and inboxes.

See the Platforms. the installation program uses it to create the CMS system database. the CMS is able to maintain a list of server status. see the BusinessObjects Enterprise Installation Guide. Typically. Note: In previous versions of Crystal Enterprise. the CMS acts as the system auditor. see the developer documentation available on your product CD. System information should only be retrieved using the calls that are provided in the BusinessObjects Enterprise Software Development Kit (SDK). Note: • • • It is strongly recommended that you back up the CMS system database. and the BusinessObjects Enterprise Administrator’s Guide. See the BusinessObjects Enterprise Administrator’s Guide for more information. for instance. You can migrate your default CMS system database to a supported database server later. If you already have the MSDE or SQL Server installed. The CMS database should not be accessed directly. If you are unsure of the procedure. and also as the Automated Process Scheduler (APS). Report viewers access this list. and the audit database frequently. This audit information allows system administrators to better manage their BusinessObjects Enterprise deployment. For details about setting up CMS databases. so the CMS can create its own system database and BusinessObjects Enterprise Repository database using your organization’s preferred database server. • Managing auditing By collecting information about user actions from each BusinessObjects Enterprise server.txt file included with your product distribution for a complete list of tested database software and version requirements. the Setup program can install and configure its own Microsoft Data Engine (MSDE) database if necessary. you provide the CMS with database connectivity and credentials when you install BusinessObjects Enterprise. consult with your database administrator. 66 BusinessObjects Enterprise Getting Started Guide . On Windows. MSDE is a client/server data engine that provides local data storage and is compatible with Microsoft SQL Server. The backup procedure depends upon your database software. and then writing these records to a central audit database. to identify which Cache Server is free to use for a report viewing request. You can access the audit database directly to create custom audit reports.7 BusinessObjects Enterprise Architecture Intelligence tier • Managing servers By staying in frequent contact with each of the servers in the system. For more information. the Central Management Server (CMS) was known as the Crystal Management Server.

If the Cache Server finds a cached page that displays exactly the required data. For more information about Auditing. see the BusinessObjects Enterprise Administrator’s Guide. BusinessObjects Enterprise Getting Started Guide 67 . The Cache Server then caches the report page for future use. If the Cache Server cannot fulfil the request with a cached report page. the Import Wizard. By storing report pages in a cache. see the BusinessObjects Enterprise Administrator’s Guide. If you are running multiple Page Servers for a single Cache Server. the Central Management Console. and removing files from the repository. Tip: If you use the BusinessObjects Enterprise SDK. The Output File Repository Server manages all of the report instances generated by the Report Job Server or the Web Intelligence Report Server. you can also publish reports from within your own code. querying for the size of the entire file repository. see the BusinessObjects Enterprise Administrator’s Guide. and the program instances generated by the Program Job Server. or a Business Objects designer component such as Crystal Reports or the Web Intelligence Java or HTML Report Panels). The Page Server runs the report and returns the results to the Cache Server. and returns the data to the viewer. it passes the request along to the Page Server. the Cache Server automatically balances the processing load across Page Servers. with data that has been refreshed from the database within the interval that you have specified as the default. querying for the size of a file. For more information.BusinessObjects Enterprise Architecture Intelligence tier 7 For details about configuring the CMS. File Repository Servers There is an Input and an Output File Repository Server in every BusinessObjects Enterprise implementation. Cache Server The Cache Server is responsible for handling all report viewing requests. its system database. The File Repository Servers are responsible for listing files on the server. BusinessObjects Enterprise avoids accessing the database each and every time a report is requested. The Cache Server checks whether or not it can fulfill the request with a cached report page. the Cache Server returns that cached report page. The Input File Repository Server manages all of the report objects and program objects that have been published to the system by administrators or end users (using the Publishing Wizard. adding files to the repository. and CMS clusters.

or PDFs. Processing tier The processing tier accesses the data and generates the reports. In this case.7 BusinessObjects Enterprise Architecture Processing tier Note: • • • The Input and Output File Repository Servers cannot share the same directories. there may be multiple Input and Output File Repository Servers. Microsoft Word files. the Event Server again triggers your file-based event. Objects with files associated with them. When the file is newly created in the monitored directory. such as text files. all Output File Repository Servers must share a directory. the Event Server monitors the directory that you specified. are stored on the Input File Repository Server. This is because one of the File Repository Servers could then delete files and directories belonging to the other. the Event Server triggers your file-based event: that is. Note: Schedule-based events. When the appropriate file appears in the monitored directory. The CMS then starts any jobs that are dependent upon your file-based event. Event Server The Event Server manages file-based events. When you set up a file-based event within BusinessObjects Enterprise. the Event Server resets itself and again monitors the directory for the appropriate file. It is the only tier that interacts directly with the databases that contain the report data. the Event Server notifies the CMS that the file-based event has occurred. for redundancy. Likewise. After notifying the CMS of the event. In larger deployments. 68 BusinessObjects Enterprise Getting Started Guide . and custom events are managed by the Central Management Server. all Input File Repository Servers must share the same directory.

it stores the instance on the Output FRS. To generate a report instance. The Program Job Server processes scheduled program objects. as requested by the CMS. Program objects allow you to write. the Program Job Server first retrieves the files from storage on the Input File Repository Server. You can configure a Job Server to process either report objects or program objects when you add it to your BusinessObjects Enterprise system.NET programs that run against. You can configure a Job Server to process either report objects or program objects when you add it to your BusinessObjects Enterprise system. and generates report instances (instances are versions of a report object that contain saved data). Once it has generated the report instance. including scripts. it becomes a Report Job Server.BusinessObjects Enterprise Architecture Processing tier 7 The processing tier includes: • • • • • • • • “Report Job Server” on page 69 “Program Job Server” on page 69 “Web Intelligence Job Server” on page 70 “Web Intelligence Report Server” on page 70 “Report Application Server (RAS)” on page 70 “Destination Job Server” on page 71 “List of Values Job Server” on page 71 “Page Server” on page 71 Report Job Server A Job Server processes scheduled actions on objects at the request of the CMS. the Report Job Server obtains the report object from the Input FRS and communicates with the database to retrieve the current data. as requested by the CMS. and perform maintenance work on. publish. Java programs or . The Report Job Server processes scheduled reports. and schedule custom applications. Program Job Server A Job Server processes scheduled actions on objects at the request of the CMS. and then BusinessObjects Enterprise Getting Started Guide 69 . it becomes a Program Job Server. If you configure a Job Server to process program objects. BusinessObjects Enterprise. To run a program. If you configure a Job Server to process report objects.

The Report Application Server also includes an SDK for reportcreation and modification. BusinessObjects Enterprise stores the program’s standard out and standard error in a text output file. Report Application Server (RAS) The Report Application Server (RAS) processes reports that users view with the Advanced DHTML viewer. It also processes scheduled Web Intelligence documents and generates new instances of the document. providing you with tools for building custom report interaction interfaces. view. The Web Intelligence Job Server does not actually generate object instances. the RAS supports COM. 70 BusinessObjects Enterprise Getting Started Guide . As with the Page Server. the RAS uses an internal caching mechanism that involves no interaction with the Cache Server. and analyze Web Intelligence documents. the Web Intelligence Report Server will use cached information. The RAS also provides the ad hoc reporting capabilities that allow users to create and modify reports over the Web. It forwards these requests to the Web Intelligence Report Server. Therefore the outcome of running a program will be dependent upon the particular program object that is run. which can be viewed in their completed format. Unlike report instances. Depending on the user’s access rights and the refresh options of the document. Web Intelligence Report Server The Web Intelligence Report Server is used to create. This file appears when you click a program instance in the object History. which it stores on the Output File Repository Server (FRS). However. and Java viewer SDKs. which will generate the instance of the Web Intelligence document. The RAS is very similar to the Page Server: it too is primarily responsible for responding to page requests by processing reports and generating EPF pages. ASP.7 BusinessObjects Enterprise Architecture Processing tier runs the program. Web Intelligence Job Server The Web Intelligence Job Server processes scheduling requests it receives from the CMS for Web Intelligence documents. edit. program instances exist as records in the object history.NET. or it will refresh the data in the document and then cache the new information. program objects are custom applications. By definition.

If you configure it to send objects or instances. If the request is for a report or program instance. a user’s inbox. you can configure it to process report objects or program objects.BusinessObjects Enterprise Architecture Processing tier 7 Destination Job Server When you add a job server to your BusinessObjects Enterprise system. for example. The List of Values Job Server behaves similarly to the Report Job Server in that it retrieves the scheduled objects from the Input File Repository Server (FRS) and saves the instance it generates to the Output FRS. These are objects that contain the values of specific fields in a Business View. by sending a file to an email address. On demand list of value objects are processed by the Report Application Server. The Destination Job Server does not run the actual report or program objects. List-of-value objects do not appear in CMC or InfoView. Page Server The Page Server is primarily responsible for responding to page requests by processing reports and generating Encapsulated Page Format (EPF) pages. it retrieves the object from the Input File Repository Server. see the Business Objects Enterprise Administrator’s Guide. The Destination Job Server can send objects and instances to destinations inside the BusinessObjects Enterprise system. Lists of values are use to implement dynamic prompts and cascading lists of values within Crystal Reports. or outside the system. or to send objects or instances to specified destinations. It only handles objects and instances that already exist in the Input or Output File Repository Servers. see the Business Views Administrator’s Guide. for example. 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. List of Values Job Server The List of Values Job Server processes scheduled list-of-value objects. The EPF pages contain formatting information that defines the layout of the report. The Page Server retrieves data for the report from an instance or directly from the database (depending on the user’s request and the rights he BusinessObjects Enterprise Getting Started Guide 71 . it become a Destination Job Server. There is never more than one instance of a list-of-values object. For more information. it retrieves the instance from the Output File Repository Server. For more information.

7 BusinessObjects Enterprise Architecture Data tier or she has to the report object). and new pages are generated as soon as they are required. BusinessObjects Enterprise supports a wide range of corporate databases. (This behavior conserves database licenses. and which have different report viewing functionality. (However. Specifically. Data tier The data tier is made up of the databases that contain the data used in the reports. When retrieving data from the database.) The Page Server also supports COM.NET. ASP. if a user’s default viewer is the Advanced DHTML viewer. The Page Server and Cache Server also interact to ensure cached EPF pages are reused as frequently as possible. and Java viewer Software Development Kits (SDKs). (For more information on the specific functionality or platform support provided by each report viewer.txt file included with your product distribution for a complete list of tested database software and version requirements. the Page Server responds to page requests made by the Cache Server. 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.) All of the viewers fall into two categories: • client-side viewers Client-side viewers are downloaded and installed in the users’ web browser. 72 BusinessObjects Enterprise Getting Started Guide . Report viewers BusinessObjects Enterprise includes report viewers that support different platforms and different browsers in the client tier. the report is processed by the Report Application Server. See the Platforms. see the BusinessObjects Enterprise User’s Guide or the Crystal Reports Developer’s Guide.) The Cache Server and Page Server work closely together. the Page Server automatically disconnects from the database after it fulfills its initial request and reconnects if necessary to retrieve additional data.

BusinessObjects Enterprise Architecture Information flow 7 • zero client viewers The code to support zero client viewers resides in the application tier.epf file to the client-side viewer. and retrieves the report pages in .epf files and displays them directly in the browser. The application server then passes the . Installing viewers If they haven’t already done so. When a user requests a report. and present report pages that appear in the user’s browser. Zero client viewers Zero client viewers reside on the application server. client-side viewers Active X viewer Java viewer zero client viewers DHTML viewer Advanced DHTML viewer All report viewers help process requests for reports. The Active X viewer is downloaded the first time a user requests a report.epf and creates DHTML pages that represent both the viewer controls and the report itself. The SDK creates a viewer object on the application server which processes the . The viewer object then sends these pages through the web server to the user’s web browser. the application server processes the request.epf format from the BusinessObjects Enterprise framework. and then remains installed on the user’s machine. This section covers two different scenarios: • • “What happens when you schedule an object?” on page 74 “What happens when you view a report?” on page 75 BusinessObjects Enterprise Getting Started Guide 73 .epf format from the BusinessObjects Enterprise framework. Client-side viewers Client-side viewers are downloaded and installed in the user’s browser. When a user requests a report. Information flow This section describes the interaction of the server components in order to demonstrate how report-processing is performed. and then retrieves the report pages in . which processes the . The user will be prompted to reinstall the ActiveX viewer only when a new version becomes available on the server. users are prompted to download and install the appropriate viewer software before the report is displayed in the browser. the application server processes the request.

The Web Intelligence Job Server then notifies the CMS that the job was completed successfully. it sends the job to the Web Intelligence Job Server. For example. The SDK passes the request to the Central Management Server. If the job was for a Web Intelligence document. If the object is program. If the object is Web Intelligence document. 3. see the BusinessObjects Enterprise Administrator’s Guide. the following happens: 1. 5. where it is evaluated by the BusinessObjects Enterprise SDK. The job server then saves the instance to the Output File Repository Server. you can schedule the report to run every night on a recurring basis. it sends the job to the Report Job Server.7 BusinessObjects Enterprise Architecture Information flow What happens when you schedule an object? When you schedule an object. Tip: For details about multiple time zones. When the time occurs. it sends the job to the Program Job Server. and tells the CMS that it has completed the job successfully. the CMS schedules the object to be run at the specified time(s). see the BusinessObjects Enterprise Administrator’s Guide. Depending on the type of object. If the user has sufficient rights. 4. 6. the Web Intelligence Report Server notifies the Web Intelligence Job Server. you instruct BusinessObjects Enterprise to process an object at a particular point in time. or on a recurring schedule. 2. if you have a report that is based on your web server logs. which sends the request to the Web Intelligence Report Server. When a user schedules an object using InfoView. For details. The CMS checks to see if the user has sufficient rights to schedule the object. 74 BusinessObjects Enterprise Getting Started Guide . The web server passes the web request directly to the application server. Tip: BusinessObjects Enterprise also allows you to schedule jobs that are dependent upon other events. the CMS will send the job to one of the following job servers: • • • 7. 8. If the object is a report. the CMS passes the job to the appropriate job server. InfoView sends the request to the web server. thereby creating an instance of the object. The job server retrieves the object from the Input File Repository Server and runs the object against the database.

When you schedule program objects or object packages. BusinessObjects Enterprise Getting Started Guide 75 . when evaluated by the application server. 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. however. When evaluated by the application server. The actual request is constructed as a URL that includes the report’s unique ID. the type of report. verifies the user’s session and retrieves the logon token from the browser. Different report viewers require different viewing mechanisms: • The zero-client DHTML viewer is implemented through report_view_dhtml. The processing flow for custom applications may differ.BusinessObjects Enterprise Architecture Information flow 7 Note: • • The Cache Server and the Page Server do not participate in scheduling reports or in creating instances of scheduled reports.aspx. • The zero-client Advanced DHTML viewer is implemented through report_view_advanced.aspx. especially in large installations. 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. this script communicates with the framework (through the published SDK interfaces) in order to create a viewer object and retrieve a report source from the Cache Server and Page Server. See the section on scaling your system in the BusinessObjects Enterprise Administrator’s Guide. the request that begins at the web server must be forwarded to the application server. the processing flow varies depending upon your default report viewer. this script communicates with the framework (through the published SDK interfaces) in order to create a viewer object and retrieve a report source from the Report Application Server. In all cases. When evaluated by the application server. Users without schedule rights on an object will not see the schedule option in BusinessObjects Enterprise. and the rights you have to the report. This can be an important consideration when deciding how to configure BusinessObjects Enterprise. When you view a report through BusinessObjects Enterprise. This ID is passed as a parameter to a server-side script that.

c.epf files.epf files from the Page Server. Upon receiving a report-viewing request. The viewer code communicates with the framework in order to retrieve a report page in . If a cached version of the . Report viewing with the Cache Server and Page Server This section describes the process for viewing a Crystal report when using the zero-client DHTML. e.epf) files. If the user is granted the right to view the report. This process uses the Cache Server and the Page Server. the Cache Server sends the .epf file is unavailable: a. 76 BusinessObjects Enterprise Getting Started Guide . hosted by the WCA. The Crystal Web Request is executed internally through viewer code on the application server. g. The Cache Server sends the . the Page Server will generate pages of the report instance using the data stored in the report instance.epf file is available: a. If the user is granted the right to view the report. The Page Server checks with the CMS to see if the user has rights to view the report. Cached pages are stored as Encapsulated Page Format (. b.aspx. 3.epf files to the application server. If the user has sufficient rights. the Cache Server checks to see if it has the requested pages cached. If the report is an object. The Cache Server then caches the . users are prompted to download and install the appropriate viewer software. the Page Server generates the . the Page Server will not retrieve the latest data from the database. or Java viewer. If they haven’t already done so. 1. That is.epf file to the application server. the Page Server retrieves the report from the Input File Repository Server. The Cache Server requests new .epf pages and forwards them to the Cache Server. If a cached version of the . and the user only has View rights. the user must have View On Demand rights to view the report successfully (because the Page Server needs to retrieve data from the database). d. f.epf format from the Cache Server and Page Server.7 BusinessObjects Enterprise Architecture Information flow • The client-side report viewers (the ActiveX and Java viewers) are implemented through viewrpt. The Cache Server checks with the CMS to see if the user has rights to view the report. 2. ActiveX. If the report is an instance. b.

d.epf pages to the application server. If the user is granted the right to view the report. 3. Report viewing with the Report Application Server (RAS) This section describes the process for viewing a Crystal report when using the Advanced DHTML viewer. The RAS checks with the CMS to see if the user has rights to view the report. The application server sends the report to the user’s Web browser in one of two ways.aspx). the RAS retrieves the report object from the Input File Repository Server. the RAS checks to see if it has the requested report data in cache. The RAS then processes the report object.epf pages to the application server.epf pages. Upon receiving a report-viewing request. b.epf file is unavailable: a. obtains the data from the database. which is separate from the Cache Server. b.epf pages through the web server to the report viewer software in the user’s web browser. the RAS will not retrieve the latest data from the database. If the user is granted View rights to the report object. The RAS checks with the CMS to see if the user has rights to view the report. If the user is granted the right to view the report. generates the . the viewer SDK (residing on the application server) is used to generate HTML that represents both the DHTML viewer and the report itself. 2. If the user is granted View On Demand rights to the report object. the RAS returns . 1. then the RAS will only ever generate pages of the latest report instance. caches the . If the initial request was made through an Active X or Java viewer (viewrpt.epf pages and sends the .epf file is available: a. depending on how the initial request was made: • • If the initial request was made through a DHTML viewer (report_view_dhtml. The HTML pages are then returned through the web server to the user’s web browser. the application server forwards the .) If a cached version of the . BusinessObjects Enterprise Getting Started Guide 77 . This process flow uses the Report Application Server (RAS). If a cached version of the . (The RAS has its own caching mechanism.BusinessObjects Enterprise Architecture Information flow 7 4. c.aspx). That is. then the RAS will refresh the report against the database.

5. the Web Intelligence Report Server sends the cached document information to the SDK. If cached content is not available. Documents are stored on the Input FRS. 78 BusinessObjects Enterprise Getting Started Guide . 2. 3. When the application server receives the . 5. InfoView sends the request to the web application server. and to check when the document was last updated. The Web Intelligence Report Server obtains the Web Intelligence document from either the Input or Output File Repository Server and loads the document file. b. and they are stored on the Output FRS. If cached content is available. The web application server then sends the request to the Web Intelligence Report Server. The Web Intelligence Report Server obtains the document information from the CMS and checks what rights the user has on the document. the following happens: a. Instances are generated when an object is run according to a schedule. 7.epf pages from the RAS. 4. The web application server sends the request to the application server.7 BusinessObjects Enterprise Architecture Information flow Note: The interactive search and filter features provided by the Advanced DHTML viewer are available only if the user has View On Demand rights (or greater) to the report object. 6. The application server sends the HTML pages through the web server to the user’s web browser. which creates a new session with the Web Intelligence Report Server. 1. 4. the Web Intelligence Report Server checks whether it has up-to-date cached content for the document. If the user has the right to view the document. Viewing Web Intelligence documents This section describes the process for viewing a Web Intelligence document. The Web Intelligence Report Server contacts the CMS to check whether the user has the right to view the document. 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. the viewer SDK generates HTML that represents both the Advanced DHTML viewer and the report itself. The Web Intelligence Report Server checks if the user has rights to use the Web Intelligence application.

so you can see your report while the rest of the data is being processed. The viewer script returns the HTML to the browser. the Web Intelligence Report Server refreshes the data in the document with data from the database. the choice to use live or saved data is one of the most important decisions you’ll make. If the data isn’t rapidly or constantly changing. For instance. The Web Intelligence Report Server sends the document information to the SDK. straight from the database server.BusinessObjects Enterprise Architecture Choosing between live and saved data 7 c. The request is passed to the Web Intelligence Report Server. 9. The Web Intelligence Report Server stores the document file and the new document information in cache. if the managers of a large distribution center need to keep track of inventory shipped on a continual basis. Choosing between live and saved data When reporting over the Web. 11. If the document is set to “refresh on open” and the user has the View On Demand rights. If the Web Intelligence Report Server does not have the cached content for the page. Live data On-demand reporting gives users real-time access to live data. The SDK applies an XSLT style sheet to the XML to transform it to HTML. If the Web Intelligence Report Server has cached content for the page. however. 10. It then returns the XML to the SDK. Before providing live data for all your reports. Note: If the document is set to “refresh on open” but the user does not have View On Demand rights. e. Whichever choice you make. 8. so they can access information that’s accurate to the second. then live reporting is the way to give them the information they need. then all those requests to the database do little more than increase network traffic and consume server BusinessObjects Enterprise Getting Started Guide 79 . BusinessObjects Enterprise displays the first page as quickly as possible. consider whether or not you want all of your users hitting the database server on a continual basis. The viewer script calls the SDK to get the requested page of the document. an error message is displayed. d. however. Use live data to keep users up-to-date on constantly changing data. it renders the page to XML using the current data for the document. it returns the cached XML to the SDK.

Consequently. In such cases. you may prefer to schedule reports on a recurrent basis so that users can always view recent data (report instances) without hitting the database server. Tip: Users require View On Demand access to refresh reports against the database. without triggering additional hits on the database. and drill down for details on columns or charts.5 and later). 80 BusinessObjects Enterprise Getting Started Guide . users can view that report instance as needed. if your sales database is updated once a day. When users navigate through report instances. For example. Saved data To reduce the amount of network traffic and the number of hits on your database servers. they access the saved data. see the “Designing Optimized Web Reports” section in the Crystal Reports User’s Guide (version 8. reports with saved data not only minimize data transfer over the network. you can run the report on a similar schedule. Report instances are useful for dealing with data that isn’t continually updated. but also lighten the database server’s workload.7 BusinessObjects Enterprise Architecture Choosing between live and saved data resources. but they are not hitting the database every time they open a report. they don’t access the database server directly. For more information about optimizing the performance of reports that are viewed on demand. Sales representatives then always have access to current sales data. When the report has been run. you can schedule reports to be run at specified times. instead. Tip: Users require only View access to display report instances.

Business Objects Information Resources appendix .

configure. and consulting. the online help file contains the entire contents of the PDF version of the guide. Where is the documentation? You can access electronic documentation at any time from the product interface. the web. The Documentation Roadmap references all Business Objects guides and lets you see at a glance what information is available.businessobjects.com/support/. The following sections detail where to get Business Objects documentation and how to use the resources at Business Objects to meet your needs for technical support. or from your product CD. Additional support and services are also available to help maximize the return on your business intelligence investment. What’s in the documentation set? View or download the Business Objects Documentation Roadmap.businessobjects. and use Business Objects products from the documentation. Where only online help is provided. from where. available with the product documentation at http://www. Documentation on the product CD Look in the docs directory of your product CD for versions of guides in Adobe PDF format. education. 82 BusinessObjects Enterprise Getting Started Guide . Documentation You can find answers to your questions on how to install.com/support/. deploy. and in what format.A Business Objects Information Resources Documentation and information services Documentation and information services Business Objects offers a full documentation set covering its products and their deployment. Documentation from the products Online help and guides in Adobe PDF format are available from the product Help menus. Documentation on the web The full electronic documentation set is available to customers on the web from support web site at: http://www.

http://www. and support forums.businessobjects. It also has links to a wide range of technical information including knowledgebase articles. education.com/support/ BusinessObjects Enterprise Getting Started Guide 83 . consulting and training A global network of Business Objects technology experts provides customer support. consulting and training 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.businessobjects. downloads. Note: If your issue concerns a Business Objects product and not the documentation. How can we support you? Business Objects offers customer support plans to best suit the size and requirements of your deployment.com/ support/. and consulting to ensure maximum business intelligence benefit to your business.Business Objects Information Resources Customer support. Customer support. For information about Customer Support visit: http://www.com. please contact our Customer Support experts. We operate customer support centers in the following countries: • • • • • USA Australia Canada United Kingdom Japan Online Customer Support The Business Objects Customer Support web site contains information about Customer Support programs and services. and we will do our best to ensure that your suggestion is included in the next release of our documentation: documentation@businessobjects.

database design tools.businessobjects.businessobjects. 84 BusinessObjects Enterprise Getting Started Guide .com/support Business Objects Documentation mailbox documentation@businessobjects. and more.businessobjects. 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. and online forums.com Product documentation http://www.A Business Objects Information Resources Useful addresses at a glance 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. customized embedding technology. For more information.businessobjects.com/support/ Business Objects Consulting Services http://www. downloads.com/services/training Useful addresses at a glance Address Business Objects product information http://www.businessobjects.com/services/training Content Information about the full range of Business Objects products. Send us feedback or questions about documentation.com Online Customer Support http://www. in connectivities. including the Business Objects Documentation Roadmap. or contact us at: http://www. contact your local sales office.com/services/ consulting/ Business Objects Education Services http://www. Business Objects product documentation. Information on how Business Objects can help maximize your business intelligence investment.businessobjects. Expertise is available in relational and multidimensional databases.com/services/consulting/ Looking for training options? From traditional classroom learning to targeted e-learning seminars. Information on Customer Support programs. as well as links to technical articles. Information on Business Objects training options and modules.

intended 8 Automated Process Scheduler. 68 Cache Server 67 description 58 Event Server 68 File Repository Servers 67 Job Server 69 Page Server 71 Program Job Server 69 Report Application Server 70 C Cache Server 67 viewing with 76 CCM 61 Central Configuration Manager. See CMS client side viewers 72 client tier 60 CMC 53. 84 BusinessObjects applications CCM 61 CMC 60 CMS 65 Import Wizard 61 InfoView 60 Publishing Wizard 61 BusinessObjects Enterprise accessing 26 Administration Launchpad. Business Objects 84 creating folders 43 Crystal Reports Cache Server. See CCM Central Management Console. 34 management areas 36 modifying a user account 38 navigating 36. See Page Server Crystal Reports. See CMS .Index A accessing BusinessObjects Enterprise 26 administration overview 34 tasks 34 application servers 63 application tier 62 applications 60 CCM 61 CMC 60 Import Wizard 61 InfoView 60 Publishing Wizard 61 APS. See Cache Server Crystal Reports Page Server. management 36 audience. 84. saving objects to CMS 55 customer support 83 B Business Objects consulting services 84. See CMS architecture 58 diagram 58 areas. specifying 52 consultants. See CMC Central Management Server. accessing 34 system architecture 58 BusinessObjects Enterprise SDK Java SDK 63 BusinessObjects Enterprise Getting Started Guide 85 . 60 creating a user account 36 deleting a user account 39 logging off 36 logging on 34.NET SDK 63 BusinessObjects Enterprise servers 65. 84 support services 83 training services 84. 36 publishing objects with 53 CMS 65 database 65 command line arguments.

description 71 live data 79 logging off. publishing 44 documentation feedback on 83 on product CD 82 on the web 82 roadmap 82 intelligence tier 65 J Java platform 64 Java SDK 64 Job Servers 69. defined 36 N new features 11 F features. See training ePortfolio. new 11 feedback. CMC 34 E education. between servers 73 information resources 82 InfoView 26. accessing 34 List of Values Job Server. adding users 37 H history 30 I Import Wizard 61 information flow. 69 L launchpad. saving objects to CMS 55 Online Customer Support 83 options. on documentation 83 File Repository Servers 67 folders. creating 43 O object packages creating 45 moving 46 publishing objects to 53 objects history 30 publishing 41 multiple 44 options 43 with CMC 53 saving to CMS 55 scheduling 28 viewing 27 OLAP Intelligence. CMC 36 logging on. publishing 43 Output File Repository Server 67 G group.Index D data choosing live/saved 79 live 79 refreshing 43 saved 80 data tier 72 directories. 60 Input File Repository Server 67 installation overview 22 procedure 22 Windows 22 P Page Server 71 viewing with 76 86 BusinessObjects Enterprise Getting Started Guide . See InfoView Event Server 68 exporting reports 31 M management areas.

68 application tier 62 information flow 73. See InfoView saved data 80 scheduling information flow 74 reports 28 servers 58.Index password settings changing 39 administrator 40 user 39 platforms Java 64 Windows . administration 34 technical support 83 tiers 58 BusinessObjects Enterprise Getting Started Guide 87 . See program objects publishing 42 object packages 53 options 43 reports and objects 41 with CMC 53 with Publishing Wizard 44 Publishing Wizard 44 adding folders 44 objects 44 creating category on CMS 47 creating folder on CMS 45 database log on 50 duplicating folder structure 46 modifying default values 49 object properties 50 moving reports between folders 46 repository refresh 48 scheduling objects 47 selecting category on CMS 47 folder on CMS 45 setting parameters 51 R Report Application Server 70 viewing with 77 Report Viewers 72 report_view_advanced.aspx 75 reports alerts 30 exporting 31 history 30 previewing 27 printing 32 publishing 41 multiple 44 options 43 with CMC 53 saving to CMS 55 scheduling 74 viewing 75 resources 82 S sample web desktop.aspx 75 report_view_dhtml. 65. Windows 23 T tasks.NET 64 previewing reports 27 printing reports 32 processing tier 68 program credentials specifying 49 program objects accessing other files 52 batch 48 binary 48 command line arguments 52 Java 48 script 48 programs. 73 intelligence tier 65 processing tier 68 support 83 customer 83 locations 83 technical 83 web site 83 system architecture 58 system requirements.

Index application 62 client 60 data 72 intelligence 65 processing 68 training. See InfoView web servers 65 web sites 83 support 83 training 84 88 BusinessObjects Enterprise Getting Started Guide .NET platform 64 Z zero client viewers 72 U UNIX application server 63 installation 64 WCA 64 user account creating 36 deleting 39 modifying 38 V viewers and InfoView 75 client-side 72 zero client 72 viewing BusinessObjects Enterprise architecture 75 information flow 75 with the Cache Server 76 with the Page Server 76 with the Report Application Server 77 viewrpt. on Business Objects products 84 Windows .aspx 76 W WCA 63 description 63 web 83 customer support 83 getting documentation via 82 useful addresses 84 Web application environments 64 Web Component Adapter. See WCA web desktop.

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