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BusinessObjects Enterprise XI 3.

1 Administration and Security

Version 1.0

Doc Created By: Capgemini BO CoE, Mumbai

23 October, 2013

BO XI 3.1 Administration and Security

Audience

Administrators, architects and technical leads who are new to BusinessObjects Enterprise and will be responsible for maintaining BusinessObjects Enterprise users, groups, and objects

BO XI 3.1 Administration and Security

Prerequisites

Prior experience of BusinessObjects tool or similar OLAP technology Prior version Business Objects v6.5/XI R2 administration experience will be an added advantage

BO XI 3.1 Administration and Security

Objective

Reader understand the architecture of Business Objects Enterprise product Reader is able to perform administration tasks tasks in the Central Management Console (CMC) and CCM (Central Configuration Manager) Reader understands Content & User management and its apply security features

BO XI 3.1 Administration and Security

Content

What is BusinessObjects Enterprise ? BusinessObjects Enterprise XI Product Suite Business Objects Enterprise XI Architecture Business Objects Enterprise XI Infrastructure Web/Desktop Intelligence Architecture CMS database Managing and Configuring Servers Central Management Console (CMC) Managing Licenses Server Services Server Status

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BO XI 3.1 Administration and Security

Content

Server Intelligence Agent (SIA) Server Nodes Viewing and changing the status of Servers Cloning servers Managing Users and Groups Setting Rights -How rights work Managing Auditing Managing Profiles Backing up server configuration settings Restore server configuration settings Federation

BO XI 3.1 Administration and Security

What is BusinessObjects Enterprise ?

BusinessObjects Enterprise XI is the business intelligence platform that supports the entire range of performance management, reporting, querying and analysis applications. It also provides industry-standard, proven architecture and platform support for semantic layers, data integration, and security. BusinessObjects Enterprise XI provides full web-based administration and configuration of the entire system. BusinessObjects Enterprise XI brings together features from across the Business Objects product line to meet your evolving reporting needs, from using Web Intelligence anywhere to improving Crystal Reports interactivity and personalization

BO XI 3.1 Administration and Security

Business Objects Enterprise XI product suite


Crystal Reports Crystal Reports Server Performance Management Analytic applications Planning applications Set Analysis Predictive Analysis Crystal Xcelsius Voyager

Web Intelligence Rich WebI (offline) Desktop Intelligence BOE Professional BOE Premium

Add ons
- Live Office - Publishing - Auditing Data Integrator Composer Metadata Manager Data Federator Data Quality Data Insight

BO XI 3.1 Administration and Security

Business Objects Enterprise XI Architecture


Five Tiers Architecture:

Client: web browser and rich clients


Application: Java web application servers and tools Intelligence: system server processes Processing: data analysis and report generation Data: source repositories

BO XI 3.1 Administration and Security Business Objects Enterprise XI


CLIENT TIER
Browser-Based Application
Infoview Central Management Console
Central Configuration Manager Publishing Wizard Import Wizard Translation Manager Software Inventory Toll Universe Designer

Infrastructure

Packaged Applications
Universe Builder Information Designer Desktop Intelligence Business View Manager Report Conversion Tool Query as a Web Service Data Source Migration Wizard Universe Connection Manager Repository Diagnostic Tool Web Intelligence Rich Client

APPLICATION TIER

Web Application Servers


Web Logic Oracle Websphere Tomcat Sun Java JBoss

Packaged Applications
Voyager wDeploy Tool Crystal Reports Explorer BusinessObjects Enterprise Web Services Performance Management

INTELLIGENCE TIER
Central Management Server Input/Output File Repository Servers Event Server

Cache Servers
Crystal Reports Cache Server Desktop Intelligence Cache Server

PROCESSING TIER
Job Servers
Adaptive Job Server List of Values Job Server Crystal Reports Job Server Destination Job Server Desktop Intelligence Job Server Program Job Server Adaptive Processing Server Crystal Reports Processing Server Report Application Server Desktop Intelligence Processing Server
DATA TIER

Processing Servers
Web Intelligence Processing Server Multi Dimensional Analysis Server Performance Management Servers Connection Server

OLAP
SAP BW, SQL, Essbase

RELATIONAL
ODBC, OLE DB, Native

OTHERS
XML, ERP, CRM,COM

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BO XI 3.1 Administration and Security

Web/Desktop Intelligence Architecture

(Infoview)

(CMS Database)

(Tomcat)

(tools)

(Data Warehouse)

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BO XI 3.1 Administration and Security

CMS database

CMS stands for Central Management Server Stores the following -

Users created by the Administrator Universes created by the Designer Documents sent by users so that other users can retrieve and view them.

Enforces security - Users access rights to view the different components like universes, documents, etc.

Every user login is first validated against the CMS database.

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Managing and Configuring Servers


BusinessObjects Enterprise includes two key administrative tools that allow you to view and to modify a variety of server settings:

Central Configuration Manager (CCM) Central Management Console (CMC)

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BO XI 3.1 Administration and Security

Central Configuration Manager (CCM)


The CCM (Central Configuration Manager) is a server troubleshooting and node configuration tool provided in two forms. In a Microsoft Windows environment, the CCM allows you to manage local and remote servers through its graphical user interface (GUI) or from a command line. In a UNIX environment, the CCM shell script (ccm.sh) allows you to manage servers from the command-line.
Note:
Most server management tasks are now handled through the CMC, not in the CCM. The CCM was the primary tool for server management in previous versions, but the CCM is now used only for troubleshooting and node configuration. The CCM is now used primarily for node configuration, and for troubleshooting when you cannot access the CMC. For example, if you need to reconfigure the CMS and do not have access to the CMC, you can click Manage Servers in the CCM to log in and view all servers in your deployment.

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BO XI 3.1 Administration and Security

Central Management Console (CMC)


To log on to the CMC from your browser URL: http://webserver:8080/CmcApp/ To log on to the CMC from On Windows Start > Programs > BusinessObjectsXI 3.0 > BusinessObjects Enterprise > BusinessObjects Enterprise Central Management Console 1. Type the name of your Central Management Server (CMS) in the System field. 2. Type your User Name and Password 3. Select Enterprise in the Authentication Type list 4. Click Log On. The CMC Home page appears

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BO XI 3.1 Administration and Security

Central Management Console (CMC)


The Central Management Console (CMC) is a web-based tool which offers a single interface through which you can perform almost every day-to-day administrative task, including user management, content management, and server management.

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BO XI 3.1 Administration and Security

Central Management Console (CMC)


To set the console preference 1. Log on to the CMC and click Preferences in the upper-right corner of the CMC. 2. Set the preference as required. The Web Intelligence, Desktop Intelligence, Crystal Reports, Dashboard and Analytics, and Change Password preferences work exactly the way they do in InfoView, though they affect the behavior of objects in the CMC as well. For a full explanation of those settings, refer to Setting Preferences in the BusinessObjects Enterprise InfoView User's Guide. 3. Click OK. Making initial security settings As part of the installation, BusinessObjects Enterprise creates an Administrator account and a Guest account that do not have passwords change the Administrator password Note: If you disable the Guest account, you also disable the anonymous single sign-on functionality of BusinessObjects Enterprise.
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BO XI 3.1 Administration and Security

Managing Licenses
The License Keys area identifies the number of concurrent, named, and processor licenses associated with each key.

To view license information 1. Go to the License Keys management area of the CMC. 2. Select a license key. The details associated with the key appear in the Licensing Information area.

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BO XI 3.1 Administration and Security

Managing Licenses
To add a license key 1. Go to the License Keys management area of the CMC. 2. Type the key in the Add Key field. Note: Key codes are case-sensitive. 3. Click Add. The key is added to the list. To view current account activity 1. Go to the Settings management area of the CMC. 2. Click View global system metrics. This section displays current license usage, along with additional job metrics.

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Managing Licenses

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BO XI 3.1 Administration and Security

Server Services
Service categories are divided into core BusinessObjects Enterprise services and services associated with specific Business Objects components.
Core Services Crystal Reports Desktop Intelligence Performance Management Voyager Web Intelligence

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BO XI 3.1 Administration and Security

Server Status
Server Status displays the servers according to their current status. This is a valuable tool for checking to see which of your servers are running or stopped. If you are experiencing slow performance on the system, for example, you can use the Server Status list to quickly determine if any of your servers are in an abnormal state. Possible server states include the following:
Initializing Starting Running Stopped Stopping Failed Enabled Disabled Waiting for resources

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Server Services & Server Status

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Server Intelligence Agent (SIA)


Server Intelligence Agent (SIA) manages Server Intelligence, the component that processes the server management tasks. Server Intelligence is the underlying server management architecture that simplifies the administration and deployment of BusinessObjects Enterprise servers and services. An SIA is deployed on each node within your BusinessObjects Enterprise deployment. A node is a collection of BusinessObjects Enterprise servers, running on the same host and managed by a single SIA. it also monitors potential problems and automatically restarts servers that have shut down unexpectedly When you change a server's settings or add a new server in the CMC, the CMS notifies the SIA, and the SIA performs the task It automatically configured during installation, but you can change these default settings through the CCM

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Server Nodes*
A node is a collection of BusinessObjects Enterprise servers, all running on the same host and managed by a single Server Intelligence Agent (SIA). Nodes are a new feature in this version of BusinessObjects Enterprise. In previous versions, servers were associated with a particular machine. Now that servers are organized by node, it is much easier to transfer servers and configuration settings between machines. You can also have multiple nodes on a single host. For example, if you want to be able to start and stop the CMS without affecting other servers, you'll want to store it on a separate node

* New in Business Objects Enterprise 3.0

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Server Nodes

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BO XI 3.1 Administration and Security

Viewing and changing the status of Servers


1. Go to the "Servers" management area of the CMC. The Servers List includes a State column that provides the status for each server in the list. 2. If you want to view a list of all of the servers that currently have a particular status, expand the Server Status option in the navigation tree and select the status you want. A list of servers with the selected status appears in the Details pane. Starting, stopping, and restarting servers Tip: When you stop (or restart) a server, you terminate the server's process, thereby stopping the server completely. If you want to prevent a server from receiving requests without actually stopping the server process, you can also disable servers. We recommend that you disable servers before stopping them so that they can finish processing any jobs they have in progress

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Cloning servers*
BusinessObjects Enterprise XI 3.0 now allows you to clone servers. In previous versions of BusinessObjects Enterprise, you had to create a new server instance and then configure all of the settings for that server. Now, if you want to add a new server instance, you can clone a copy of an existing server. The cloned server retains the configuration settings of the original server. This can be particularly useful if you are expanding your deployment and want to create new server instances that use almost all of the same server configuration settings as an existing server

* New in Business Objects Enterprise 3.0

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Managing Users and Groups


User/Account management User/Account management can be thought of as all of the tasks related to creating, mapping, changing, and organizing user and group information

Default user accounts:


Administrator - This user belongs to the Administrators and Everyone groups. An administrator can perform all tasks in all BusinessObjects Enterprise applications (for example, the CMC, CCM, Publishing Wizard, and InfoView).

Guest - This user belongs to the Everyone group. This account is enabled by default, and is not assigned a password by the system. If you assign it a password, the single sign-on to InfoView will be broken.

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Managing Users and Groups


Group management - Groups are collections of users who share the same account privileges; therefore, you may create groups that are based on department, role, or location. Groups enable you to change the rights for users in one place (a group) instead of modifying the rights for each user account individually. Default Group Accounts: Administrators By default, the Administrators group contains only the Administrator user. Everyone Each user is a member of the Everyone group Report Conversion Tool Users Members of this group have access to the Report Conversion Tool application. Universe Designer Users Users who belong to this group are granted access to the Universe Designer folder and the Connections folder. They can control who has access rights to the Designer application. You must add users to this group as needed. By default, no user belongs to this group. 30

BO XI 3.1 Administration and Security

Managing Users and Groups


Available authentication types: Enterprise Use the system default Enterprise Authentication if you prefer to create distinct accounts and groups for use with BusinessObjects Enterprise, or if you have not already set up a hierarchy of users and groups in a Windows NT user database, an LDAP directory server, or a Windows AD server. Windows NT If you are working in a Windows NT environment, you can use existing NT user accounts and groups in BusinessObjects Enterprise. When you map NT accounts to BusinessObjects Enterprise, users are able to log on to BusinessObjects Enterprise applications with their NT user name and password. LDAP If you set up an LDAP directory server, you can use existing LDAP user accounts and groups in BusinessObjects Enterprise. When you map LDAP accounts to BusinessObjects Enterprise, users are able to access BusinessObjects Enterprise applications with their LDAP user name and password. Windows AD If you are working in a Windows 2000 environment, you can use existing AD user accounts and groups in BusinessObjects Enterprise. When you map AD accounts to BusinessObjects Enterprise, users are able to log on to BusinessObjects Enterprise applications with their AD user name and password.
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Managing Users and Groups


Creating a new user 1. Go to the "Users and Groups" management area of the CMC. 2. On the Manage menu, point to New and click New User. The "New User" dialog box appears. 3. Select Enterprise from the Authentication Type list. 4. Type the account name, full name, email, and description information.
Tip: Use the description area to include extra information about the user or account.

5. Specify the password information and settings. 6. Select the connection type. Choose Concurrent User if this user belongs to a license agreement that states the number of users allowed to be connected at one time. Choose Named User if this user belongs to a license agreement that associates a specific user with a license. Named user licenses are useful for people who require access to BusinessObjects Enterprise regardless of the number of other people who are currently connected. 7. Click Save & Close.
Note : When a user logs off their web session on BusinsessObjects Enterprise by navigating to a non-BusinessObjects Enterprise page or closing their web browser, their Enterprise session is not logged off and they still hold a license. The Enterprise session will time out after approximately 24 hours. To end the user's Enterprise session and free the license for use by others, the user must log out of BusinessObjects Enterprise

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Managing Users and Groups


Managing Aliases If a user has multiple accounts in BusinessObjects Enterprise, you can link the accounts using the Assign Alias feature. This is useful when a user has a third-party account that is mapped to Enterprise and an Enterprise account. By assigning an alias to the user, the user can log on using either a third-party user name and password or an Enterprise user name and password. Thus, an alias enables a user to log on via more than one authentication type.
1. Go to the "Users and Groups" management area of the CMC. 2. Select the user that you want to add an alias to. 3. On the Manage menu, click Properties. The "Properties" dialog box appears. 4. Click New Alias. 5. Select the authentication type. 6. Type in the account name for the user. 7. Click Update. 8. Click Save & Close to exit the "Properties" dialog box.
Note: For the system to create the third-party alias, the following criteria must be met: The authentication tool needs to have been enabled in CMC. The format of the account name must agree with the format required for the authentication type. The user account must exist in the third-party authentication tool, and it must belong to a group that is mapped to BusinessObjects Enterprise.

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Setting Rights -How rights work


Rights are the base units for controlling user access to the objects, users, applications, servers, and other features in BusinessObjects Enterprise. They play an important role in securing the system by specifying the individual actions that users can perform on objects. It is important to note that rights are set on objects and folders rather than on the who access them. For example, to give a manager access to a particular folder, in the "Folders" area, you add the manager to the access control list for the Folder. You cannot give the manager access by configuring the manager's rights settings in the "Users and Groups" area Each right on an object can be granted, denied, or unspecified. Denial based security model , which means - if a right is left unspecified, the right is denied. - if settings result in a right being both granted and denied to a user or group, the right is denied principals (the users and groups)

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BO XI 3.1 Administration and Security

Setting Rights -How rights work


Exception Rule If a right is explicitly set on a child object that contradicts the rights inherited from the parent object, the right set on the child object overrides the inherited rights. which means -If a user is explicitly granted a right that the user's group is denied, the right set on the user overrides the inherited rights and vice versa.

Access levels Access levels are groups of rights that users frequently need. They allow administrators to set common security levels quickly and uniformly rather than requiring that individual rights be set one by one.
BusinessObjects Enterprise comes with Predefined access levels These predefined access levels are based on a model of increasing rights: Beginning with View and ending with Full Control, each access level builds upon the rights granted by the previous level.

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Setting Rights -How rights work


Predefined access levels: View If set on the folder level, a principal can view the folder, objects within the folder, and each object's generated instances. If set at the object level, a principal can view the object, its history, and its generated instances Schedule A principal can generate instances by scheduling an object to run against a specified data source once or on a recurring basis. The principal can view, delete, and pause the scheduling of instances that they own. They can also schedule to different formats and destinations, set parameters and database logon information, choose servers to process jobs, add contents to the folder, and copy the object or folder. (plus View access level rights) View On Demand A principal can refresh data on demand against a data source. (plus Schedule access level rights) Full Control A principal has full administrative control of the object

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Setting Rights -How rights work


Inheritance - BusinessObjects Enterprise recognizes two types of inheritance: Group inheritance Group inheritance allows principals to inherit rights as the result of group membership. Group inheritance proves especially useful when you organize all of your users into groups that coincide with your organization's current security conventions. Folder inheritance Folder inheritance allows principals to inherit any rights that they have been granted on an object's parent folder. Folder inheritance proves especially useful when you organize BusinessObjects Enterprise content into a folder hierarchy that reflects your organization's current security conventions
Exception In general, the rights that are set on child objects override the rights that are set on parent objects. In general, the rights that are set on subgroups or members of groups override the rights that are set on groups. Note: You can break the Inheritance but when inheritance is broken, it is broken for all rights; it is not possible to turn off inheritance for some rights but not for others.
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Setting Rights Best Practices


Use access levels wherever possible. These predefined sets of rights simplify administration by grouping together rights associated with common user needs

Set rights and access levels on top-level folders. Enabling inheritance will allow these rights to be passed down through the system with minimal administrative intervention
Avoid breaking inheritance whenever possible. By doing so, you can reduce the amount of time it takes to secure the content that you have added

Set appropriate rights for users and groups at the folder level, then publish objects to that folder. By default, users or groups who have rights to a folder will inherit the same rights for any object that you subsequently publish to that folder
Organize users into user groups, assign access levels and rights to the entire group, and assign access levels and rights to specific members when necessary Create individual Administrator accounts for each administrator in the system and add them to the Administrators group to improve accountability for system changes

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Managing Auditing
Auditing allows you to keep a record of significant events on BusinessObjects Enterprise servers. These records give you a picture of what information is being accessed, how it's being accessed, and who is looking at it. The Central Management Server (CMS) acts as the system auditor and is responsible for collecting events and writing them to the auditing database. When an audited event is triggered, the server responsible will generate a record and store it in a local temporary file and then at regular interval it writes the data to the auditing database. Tip: While the audit database can exist as part of the system database, it is recommended that it be kept separate, to minimize the impact on system performance due to the constantly growing size of the database.

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Managing Auditing
Server auditing: This includes any automated operations that take place on a server.

1. An auditable event is performed by the server. 2. The CMS-Auditee writes events in a temp file. 3. CMS-Auditor polls CMS-Auditee periodically (every five minutes by default ), and requests a batch of auditing events, (up to 200 by default). 4. The CMS-Auditee retrieves the temp files. 5. The CMS-Auditee transmits the events to the CMS-Auditor. 6. CMS-Auditor writes events to the auditing database, and the CMS-Auditee then deletes the events from temp files.

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Managing Auditing
Client logon auditing for clients connecting through CORBA: This includes applications such as Desktop Intelligence or Web Intelligence Rich Client.

1. The client connects to CMS-Auditee. The client provides its IP address and machine name, which the auditee then verifies. 2. The CMS-Auditee writes events in a temp file. 3. CMS-Auditor polls CMS-Auditee periodically (every five minutes by default ), and requests a batch of auditing events, (up to 200 by default ). 4. The CMS-Auditee retrieves the temp files. 5. The CMS-Auditee transmits the events to the CMS-Auditor. 6. CMS-Auditor writes events to the auditing database, and the CMS-Auditee then deletes the events from temp files.
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Managing Auditing
Client logon auditing for clients connecting through HTTP: This includes online applications such as Infoview, Central Management Console, Desktop Intelligence ZABO client, Web Intelligence Rich Client etc.

1. The browser connects to the web application server. 2. The web application server returns main logon page. 3. The logon data is submitted to the web application server 5. The CMS-auditee writes events in a temp file. 6. CMS-Auditor polls CMS-auditee periodically (every five minutes by default ) and requests a batch of auditing events (up to 200 by default). 7. The CMS-Auditee retrieves the temp files. 8. CMS-Auditee sends events to the CMS-Auditor. 9. CMS-Auditor writes events to the auditing database. CMSAuditee deletes events from the temp files.
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Managing Profiles
Profiles are objects in the BusinessObjects Enterprise system that let you classify users and groups. Profiles link users and groups to profile values, which are values used to personalize data within a report. Often profiles reflect the roles of users and groups in an organizational structure. For example, you could have a Department profile that includes all employees in an organization. have a Department profile that includes all employees in an organization. The users and groups each have profile values that reflect their roles in the organization (for example, Finance, Sales, and Marketing). When a publisher applies the Department profile to a publication, the employees receive data that is relevant to their department. Profiles do not control users' access to data. Profiles are used to refine or filter a document's content.

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Backing up server configuration settings


The Import Wizard lets you to back up your server configuration settings to a BIAR file, and then use that Business Intelligence Archive Resource (BIAR) to restore those settings at a later date. 1. Specify the BusinessObjects Enterprise XI 3.0 system as the source environment. 2. Specify Business Intelligence Archive Resource (BIAR) File as the destination environment. 3. On the "Select objects to import" screen, select Export server configuration, and click Next until the "Ready to Import" screen appears. 4. On the "Ready to Import" screen, click Finish to start the import. The "Import Progress" screen appears. After the import is complete, the dialog box displays a summary of the import. 5. Click Done to close the Import Wizard.

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Restore server configuration settings


Note: Before you restore the server configuration settings from a BIAR file, you should first backup your existing configuration. Do not restore server configuration settings from a Windows deployment to a UNIX deployment or from a UNIX deployment on a Windows deployment. 1.Specify the BIAR file that contains the server configuration settings that you want to import as the source environment. 2. Specify your BusinessObjects Enterprise XI 3.0 system as the destination environment. 3. On the "Select objects to import" screen, select Restore Full Cluster Server Configuration, and click Next.

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Restore server configuration settings


4. On the "Import Scenarios" screen, specify what you want the Import Wizard to do if it finds an object with the same unique identifier on the destination environment. Update the destination object, in case of name conflict, rename it. Update the destination object, in case of name conflict, do not rename it. Do not import the object 5. On the "Incremental import" screen, select whether you want to overwrite object contents or overwrite right contents. 6. Click Next until the "Ready to Import" screen appears. 7. On the "Ready to Import" screen, click Finish. The "Import Progress" screen appears. After the import is complete, the screen displays a summary of the import. 8. Click Done to close the Import Wizard.

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Federation
Federation is a new feature available on the CMC in BusinessObjects Enterprise. It is an important cross-site replication tool for working with multiple BusinessObjects Enterprise deployments in a global environment. Content can be created and managed from one BusinessObjects Enterprise deployment and replicated to other BusinessObjects Enterprise deployments across geographical sites on a recurring schedule. You can complete both one-way replication and two-way replication jobs. The benefits of Federation include the ability to: Reduce network traffic Create and manage content from a single site Increase performance for end users

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Federation
When you replicate content using Federation, you can: Simplify administration needs for multiple deployments Provide a consistent rights policy across multiple offices for global organizations Obtain information faster and process reports at remote sites where data resides Save time by retrieving local and dispersed data faster Synchronize content from multiple deployments without writing custom code The following scenarios highlight two examples of how your organization can use Federation. Scenario 1: Retail (centralized design) ACME store wants to send a monthly sales report to the different store locations using the one-way replication method. The administrator at the Origin site creates a report, which administrators at each Destination site replicate and run against that store's database. Scenario 2: Remote Schedule (distributed access) The data is at the Origin site. Pending Replication Jobs are sent to the Origin site to run. Completed Replication Jobs are then sent back to the Destination sites for viewing. For example, the data for a report may not be available on the Destination site, but the user can set the reports to run on the Origin site before the completed report is sent back to the Destination site.
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Thank You

Author: Rinkle Basumatary Email: rinkle.basumatary@capgemini.com

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