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

Copyright

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

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

Introduction to BusinessObjects Enterprise XI chapter .

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

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 .

supplemented by powerful query and analysis. Supported products All Business Objects products are now available under the same platform. and application investments without imposing a new set of standards and processes. administration capabilities.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. and security. Thanks to the extensive upgrade and content migration support provided in BusinessObjects Enterprise XI. querying. and report design options. 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. data integration. This version includes a variety of major enhancements spread across our data access methods. BusinessObjects Enterprise is designed to integrate seamlessly with existing data. BusinessObjects Enterprise XI provides full support for the management. proven architecture based largely on an enhanced version of the Crystal Enterprise architecture. This chapter provides an overview of the new features and enhancements available in this version of BusinessObjects Enterprise. BusinessObjects Enterprise provides full web-based administration and configuration of the entire system. delivery. It also provides platform-level support for semantic layers. web. 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 . from presentation-quality reporting to in-depth data analysis. and data integration capabilities from the Business Objects product line. security. and analysis. About this version BusinessObjects Enterprise provides an industry-standard. existing customers can leverage their current investments in Business Objects and Crystal technology.

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

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

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

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

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

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

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

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

Planning Your Installation chapter .

see the section on planning your installation in the BusinessObjects Enterprise Installation Guide (install. consult the BusinessObjects Enterprise Installation Guide (install. including information on selecting the best scenario for the deployment of custom applications. for the purposes of this introductory guide. • 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. This provides the quickest way to install BusinessObjects Enterprise. 22 BusinessObjects Enterprise Getting Started Guide . consider which of the following scenarios is best for you: • Full stand-alone installation In this scenario. For complete installation procedures. For information on more advanced deployment scenarios. Before you install BusinessObjects Enterprise. This chapter recommends several preliminary installation scenarios that enable you to get BusinessObjects Enterprise up and running quickly.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. the product’s diverse components are grouped together as “BusinessObjects Enterprise” and treated whenever possible as a single application.pdf) included with your product distribution. 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. The scenarios described here are ideal for individuals and organizations who are interested in familiarizing themselves with the features and functionality of BusinessObjects Enterprise. For details. However. 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. see “Full stand-alone installation” on page 23.

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

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. This installation has two stages: 1. On the machine that you have set aside for use by BusinessObjects Enterprise. run the New installation from the BusinessObjects Enterprise Setup program. the servers are started as services on the local machine. 2. consult the BusinessObjects Enterprise Installation Guide (install.pdf) included with your product distribution. you may want to perform a server-side installation. 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. When you perform this installation. Install the appropriate Web Component Adapter onto the machine running your web application server. the default user and group accounts are created. the client and server components are installed. Note: For explicit procedural details covering this installation scenario. and the sample reports are published to the system. Install the server components onto a machine that you have set aside for use by BusinessObjects Enterprise. 24 BusinessObjects Enterprise Getting Started Guide . When the installation is complete.

Using InfoView chapter .

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

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

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

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

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

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

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

Managing Accounts chapter .

and has a report to access. or select BusinessObjects Enterprise Administration Launchpad from the program group on the Windows Start menu. These tasks are usually performed by System Administrators or Information Technology Specialists.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. 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. See the BusinessObjects Enterprise Administrator’s Guide for in-depth information about administration tasks. the largest of the three administration applications. has sufficient privileges. These tasks range from accessing the Central Management Console to changing password settings. 34 BusinessObjects Enterprise Getting Started Guide . 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. In most implementations. Administration tasks This section describes how to perform several different administrative tasks. you will create your own administrative account that you can use to log on to the system. Each task includes the relevant procedural information. As you proceed through the steps.

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

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

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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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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Publishing Objects to BusinessObjects Enterprise chapter .

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

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

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

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

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

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

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

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

Select the Generate thumbnail image check box if you want users to see a thumbnail of a report object before they open it. In the Specify Database Credentials dialog box. select the object you want to modify. 1. Preview the first page of the report and save your changes. If objects you are adding are of this type. Changing object properties 1. 3. Entering database logon information Some objects use data sources that require logon information. or click + to the left of the object to expose the database. Tip: The “Generate thumbnail image” check box is available only if the object is an RPT file and was saved appropriately.6 Publishing Objects to BusinessObjects Enterprise Publishing with the Publishing Wizard 1. 50 BusinessObjects Enterprise Getting Started Guide . double-click the object. The Review Object Properties dialog box appears. Click Next. 2. open the report in Crystal Reports and click Summary Info on the File menu. Enter a new title or description. Select the “Save preview picture” check box and click OK. To display thumbnails for a report. Click Next. To review or modify objects before publishing Select Review or modify properties. The Specify Database Credentials dialog box appears if it is needed. 2. 4. follow these steps. In the Review Object Properties dialog box.

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

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

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

If you do not want the user to see a thumbnail preview of the report in BusinessObjects Enterprise. Microsoft Word. Tip: • • • URL Hyperlink Run Java programs as Java program objects. Preview the first page of the report and save your changes. Program. Type the URL address of the page you want the hyperlink object to link to. Microsoft Excel. or click Browse to perform a search. Java. 54 BusinessObjects Enterprise Getting Started Guide .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. Text. open the report in Crystal Reports and click Summary Info on the File menu. Microsoft PowerPoint. Run all other programs as Executable program objects. Rich Text Object Package. 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. Hyperlink Report Description Type the full path to the object. Select Executable. Adobe Acrobat. Type a description of the object. clear the “Generate thumbnail for the report” check box. Select the “Save preview picture” check box and click OK. Hyperlink Object Package. or Script. Run JScript and VBScript programs as Script program objects. Title Description Generate thumbnail for the report Type the name of the object. Tip: To display thumbnails for a report.

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

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

BusinessObjects Enterprise Architecture chapter .

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

and displayed in version XI format. processed. the key BusinessObjects Enterprise components. 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. BusinessObjects Enterprise Getting Started Guide 59 . reports are saved. see the BusinessObjects Enterprise Administrator’s Guide.BusinessObjects Enterprise Architecture Architecture overview and diagram 7 The remainder of this chapter describes each tier. Once published to BusinessObjects Enterprise. Note: BusinessObjects Enterprise supports reports created in versions 6 through XI of Crystal Reports.

The web server forwards the user request directly to an application server where the request is processed by the WCA. a web-based interface that end users access to view. and view reports and other objects. schedule. InfoView also demonstrates how you can use the BusinessObjects Enterprise . 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. It also allows you to publish.NET. and keep track of published reports. and set security levels for all of your BusinessObjects Enterprise content. For more information. organize. Additionally. the CMC enables you to 60 BusinessObjects Enterprise Getting Started Guide . In the case of . 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. Each BusinessObjects Enterprise request that a user makes is directed to the BusinessObjects Enterprise application tier.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. 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. This tier is made up of the applications that enable people to administer. publish.NET Server Components. see the developer documentation available on your product CD.

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

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. the communication between the web server and the application server was handled through the Web Connector. 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 .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. 62 BusinessObjects Enterprise Getting Started Guide . the web server communicates directly with the application server and the WCA handles the WCS functionality. 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. In BusinessObjects Enterprise XI. both on Windows and Unix platforms.

txt file included with your product distribution for a complete list of tested application servers and version requirements. and uses the SDK to convert report pages (. The web server passes requests directly to the application server. The application server acts as the gateway between the web server and the rest of the components in BusinessObjects Enterprise.epf files) to HTML format when users view pages with a DHTML viewer. See the Platforms. Web Component Adapter (WCA) The web server communicates directly with the application server that hosts the BusinessObjects Enterprise SDK.NET platform” on page 64 BusinessObjects Enterprise Getting Started Guide 63 . the functionality of the Web Component Adapter (WCA) was provided through the Web Component Server (WCS). The Web Component Adapter (WCA) runs within the application server and provides all services that are not directly supported by the BusinessObjects Enterprise SDK.aspx) and Java Server Pages (.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 . It also supports InfoView and other Business Objects applications.jsp) files It also supports Business Objects applications such as the Central Management Console (CMC) and Crystal report viewers (that are implemented through viewrpt. both on Windows and Unix platforms.NET (. which then forwards the requests on to the WCA.NET SDK run on a third party application server. Web development platforms BusinessObjects Enterprise supports the following web development platforms: • • “Java platform” on page 64 “Windows . the communication between the web server and the application server was handled through the Web Connector. In BusinessObjects Enterprise XI. the web server communicates directly with the application server and the WCA handles the WCS functionality.aspx requests). The WCA has two primary roles: • • It processes ASP. Note: In Crystal Enterprise 10 on Windows. The application server is responsible for processing requests from your browser.

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

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

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

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

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

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). it becomes a Program Job Server. Java programs or . including scripts. The Report Job Server processes scheduled reports. The Program Job Server processes scheduled program objects. publish. the Report Job Server obtains the report object from the Input FRS and communicates with the database to retrieve the current data. Once it has generated the report instance. If you configure a Job Server to process program objects. and schedule custom applications. If you configure a Job Server to process report objects. BusinessObjects Enterprise.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. Program Job Server A Job Server processes scheduled actions on objects at the request of the CMS. as requested by the CMS. and then BusinessObjects Enterprise Getting Started Guide 69 . as requested by the CMS.NET programs that run against. and perform maintenance work on. Program objects allow you to write. To generate a report instance. it becomes a Report Job Server. To run a program. it stores the instance on the Output FRS. 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.

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

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

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

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

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

The actual request is constructed as a URL that includes the report’s unique ID. What happens when you view a report? This section describes the viewing mechanisms that are implemented in InfoView. When you schedule program objects or object packages. This can be an important consideration when deciding how to configure BusinessObjects Enterprise. When evaluated by the application server. and the rights you have to the report. especially in large installations. BusinessObjects Enterprise Getting Started Guide 75 . When you view a report through BusinessObjects Enterprise. See the section on scaling your system in the BusinessObjects Enterprise Administrator’s Guide. In all cases. the interaction between servers follows the same pattern as it does for reports. Different report viewers require different viewing mechanisms: • The zero-client DHTML viewer is implemented through report_view_dhtml. the processing flow varies depending upon your default report viewer. verifies the user’s session and retrieves the logon token from the browser. This ID is passed as a parameter to a server-side script that. the request that begins at the web server must be forwarded to the application server.aspx. 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. Users without schedule rights on an object will not see the schedule option in BusinessObjects Enterprise.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. however. the type of report. The processing flow for custom applications may differ. • The zero-client Advanced DHTML viewer is implemented through report_view_advanced. 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. when evaluated by the application server.aspx. 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. When evaluated by the application server.

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

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

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

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

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

Business Objects Information Resources appendix .

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. deploy.com/support/. Documentation You can find answers to your questions on how to install. Documentation on the product CD Look in the docs directory of your product CD for versions of guides in Adobe PDF format. and consulting.businessobjects. The Documentation Roadmap references all Business Objects guides and lets you see at a glance what information is available.businessobjects. education. Where only online help is provided. or from your product CD. Documentation from the products Online help and guides in Adobe PDF format are available from the product Help menus. available with the product documentation at http://www. Documentation on the web The full electronic documentation set is available to customers on the web from support web site at: http://www. What’s in the documentation set? View or download the Business Objects Documentation Roadmap. and use Business Objects products from the documentation. 82 BusinessObjects Enterprise Getting Started Guide . configure. from where.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. the web. and in what format. Additional support and services are also available to help maximize the return on your business intelligence investment.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.

and consulting to ensure maximum business intelligence benefit to your business. 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.businessobjects. education.com/support/ BusinessObjects Enterprise Getting Started Guide 83 .com/ support/.Business Objects Information Resources Customer support. It also has links to a wide range of technical information including knowledgebase articles. and we will do our best to ensure that your suggestion is included in the next release of our documentation: documentation@businessobjects. and support forums. How can we support you? Business Objects offers customer support plans to best suit the size and requirements of your deployment. consulting and training A global network of Business Objects technology experts provides customer support. http://www. Note: If your issue concerns a Business Objects product and not the documentation.businessobjects. please contact our Customer Support experts. downloads. Customer support.com. 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. For information about Customer Support visit: 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.businessobjects.businessobjects. For more information.businessobjects.com/support/ Business Objects Consulting Services http://www.businessobjects.businessobjects. Information on Business Objects training options and modules. Find more information on the Business Objects Education web site: http://www.com Product documentation http://www.com/services/training Content Information about the full range of Business Objects products. we can offer a training package to suit your learning needs and preferred learning style. and online forums. contact your local sales office. Information on how Business Objects can help maximize your business intelligence investment. Expertise is available in relational and multidimensional databases.com/services/ consulting/ Business Objects Education Services http://www. Business Objects product documentation. customized embedding technology. 84 BusinessObjects Enterprise Getting Started Guide . Information on Customer Support programs. database design tools.com Online Customer Support http://www.com/services/consulting/ Looking for training options? From traditional classroom learning to targeted e-learning seminars. as well as links to technical articles. downloads. and more.com/services/training Useful addresses at a glance Address Business Objects product information http://www. or contact us at: http://www.businessobjects. Send us feedback or questions about documentation. including the Business Objects Documentation Roadmap.com/support Business Objects Documentation mailbox documentation@businessobjects. in connectivities.businessobjects.

Business Objects 84 creating folders 43 Crystal Reports Cache Server.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. 60 creating a user account 36 deleting a user account 39 logging off 36 logging on 34. 84 support services 83 training services 84. specifying 52 consultants.NET SDK 63 BusinessObjects Enterprise servers 65. intended 8 Automated Process Scheduler. See CMC Central Management Server. 34 management areas 36 modifying a user account 38 navigating 36. See Cache Server Crystal Reports Page Server. See CMS architecture 58 diagram 58 areas. 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 . See CMS client side viewers 72 client tier 60 CMC 53. accessing 34 system architecture 58 BusinessObjects Enterprise SDK Java SDK 63 BusinessObjects Enterprise Getting Started Guide 85 . saving objects to CMS 55 customer support 83 B Business Objects consulting services 84. management 36 audience. See Page Server Crystal Reports. 84. See CCM Central Management Console. 36 publishing objects with 53 CMS 65 database 65 command line arguments. 84 BusinessObjects applications CCM 61 CMC 60 CMS 65 Import Wizard 61 InfoView 60 Publishing Wizard 61 BusinessObjects Enterprise accessing 26 Administration Launchpad.

adding users 37 H history 30 I Import Wizard 61 information flow. 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 . 69 L launchpad. CMC 36 logging on. publishing 43 Output File Repository Server 67 G group. description 71 live data 79 logging off. defined 36 N new features 11 F features. See InfoView Event Server 68 exporting reports 31 M management areas. 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. 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. new 11 feedback. on documentation 83 File Repository Servers 67 folders. saving objects to CMS 55 Online Customer Support 83 options. between servers 73 information resources 82 InfoView 26.Index D data choosing live/saved 79 live 79 refreshing 43 saved 80 data tier 72 directories. CMC 34 E education. accessing 34 List of Values Job Server. See training ePortfolio.

See InfoView saved data 80 scheduling information flow 74 reports 28 servers 58.aspx 75 report_view_dhtml. Windows 23 T tasks.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.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. 65. 73 intelligence tier 65 processing tier 68 support 83 customer 83 locations 83 technical 83 web site 83 system architecture 58 system requirements.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. 68 application tier 62 information flow 73.

See WCA web desktop.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.Index application 62 client 60 data 72 intelligence 65 processing 68 training.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 . See InfoView web servers 65 web sites 83 support 83 training 84 88 BusinessObjects Enterprise Getting Started Guide .

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