Sap business Objects certification note paper1

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BECP-Business Objects Enterprise Certified Professional.
Paper 1 SABE 201
Table of Contents
Lesson Descriptions Page
No
1 Understanding BusinessObjects Enterprise 2
What is BusinessObjects Enterprise 2
Working in Info view 5
Working in the Central Management Console 18
2 BusinessObjects Enterprise Architecture 21
The BusinessObjects Enterprise architecture 21
Information process flows in BusinessObjects Enterprise 33
3 Planning The Content 41
The BusinessObjects Enterprise security model 41
Creating a content plan 48
4 Planning Application Security 51
Securing applications 51
5 Creating and Securing Folders, Users, and Groups 54
Creating folders, new users, and groups 54
Mapping third party accounts to BusinessObjects
Enterprise
61
Applying security 70
6 Publishing and Configuring Content 78
Publishing 78
Configuring 80
7 Scheduling 102
Scheduling objects 102
Scheduling on events 121
Scheduling with business calendars 125
Managing instances 130
8 Delegated Administration 133
Understanding Delegated Administration 133

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Lesson 1
Understanding BusinessObjects Enterprise
BusinessObjects Enterprise is the Business Intelligence (BI) platform that supports the entire range of end-user reporting, query and
analysis, and performance management uses. Understanding this infrastructure will help you successfully administer
BusinessObjects Enterprise.
In this lesson you will learn about:
· What is BusinessObjects Enterprise?
· Working in InfoView
· Working in the Central Management Console
What is BusinessObjects Enterprise?
Introduction
BusinessObjects Enterprise brings together features from across the Business Objects product line to meet the diverse needs of
users, from presentation-quality reporting to in-depth data analysis.
After completing this unit, you will be able to:
· Define Business Intelligence and how Business Objects provides it.
· Describe how BusinessObjects Enterprise fits in to the Business Objects solution.
· Describe the responsibilities of a BusinessObjects Enterprise system administrator.
· Describe the main BusinessObjects Enterprise interfaces for administering users and content.
What is Business Intelligence?
By understanding Business Intelligence (BI), you will better comprehend how a BusinessObjects Enterprise solution addresses the
Business Intelligence product spectrum.
Gartner defines Business Intelligence
Gartner, Inc., a research and advisory firm that helps clients leverage technology, coined the term Business Intelligence in the late
1980s.
Business Intelligence, as defined by Gartner, is an iterative user-centered process that includes accessing and exploring information,
analyzing this information, and developing insights and understanding, which leads to improved and informed decision making.
BI usage crosses the spectrum of users, both internally and externally throughout any enterprise, and includes rank and file workers,
executives, analysts, and knowledge workers.
Examples of internal and external BI applications include:
· Generating a class list for a training session
· Creating an employee performance review
· Scheduling in a health care setting

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· Manufacturing computer parts
Benefits of Business Intelligence
Business Intelligence can help organizations to:
· increase sales.
· deepen customer relationships.
· build better products.
· provide better services.
· streamline operations.
· reduce costs.
· make better decisions.
Business Intelligence provides insights that enable business managers to make tactical decisions, as well as to establish, modify, or
tune business strategies and processes in order to gain competitive advantage and improve business operations and profitabili ty.
The role of BusinessObjects Enterprise
BI is made up of related activities and technologies. Business Objects products, with BusinessObjects Enterprise as the
infrastructure, address the full spectrum of BI activities. Business Objects has separated these activities into categories as they
pertain to the Business Objects product suite.

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The categories are:
· Reporting: Crystal Reports, Crystal Reports Explorer, BusinessObjects Enterprise
Reporting is the process of accessing data, formatting it, and delivering it as information inside and outside the
organization. It serves as the foundation of a broader Business Intelligence strategy by providing the most-requested
pieces of information reliably and securely via the web or by being embedded in enterprise applications.
· Query and Analysis: Web Intelligence, OLAP Intelligence
Query and Analysis products let analysts and power users explore and interact with data from both relational and OLAP
data sources. Users can navigate and analyze data to uncover root causes and identify trends. They can create their
own queries from scratch, without having to understand complex database schemas or SQL, and easily add
calculations to deliver more insight from the data. They can share that information with others across your enterprise
and beyond.
· Performance Management: Dashboard Manager, Performance Manager and BusinessObjects Analytics (Set Analysis,
Predictive Analysis, Statistical Process Control).
Performance management provides an innovative, flexible, and integrated framework for building and deploying metric
driven Business Intelligence solutions. By providing stakeholders with a view of the business via a dashboard containing
alerts, scorecards, analytics, and reports, users can monitor key business metrics, analyze performance issues, and
set goals to get their operations back on track.
Performance Management Analytics let you easily implement and customize prepackaged analytics and use a data
warehouse to manage disparate data sources.
· Business Intelligence Platform: Business View Manager, Universe Designer, Live Office
Provides a common IT administrator platform to support all of your Business Intelligence tools and applications. It is
open, scalable, and tightly integrated.
· Data Integration: Data Integrator
Data integration products from Business Objects allow you to access, integrate, transform, and deliver enterprise data
from any source for reporting, query and analysis, and performance management.
Administering BusinessObjects Enterprise
The regular administrative tasks associated with BusinessObjects Enterprise can be roughly divided into the following
categories:
· User and group management
· Creating and managing users and groups, including their rights to folders, objects, and applications
For example, a BusinessObjects Enterprise administrator needs to give the appropriate rights to Data Managers and Report
Designers who interact with BusinessObjects Enterprise. Data Managers build Universes and export them to
BusinessObjects Enterprise. Report Designers design reports from these universes using Crystal Reports, Web
Intelligence, or OLAP Intelligence and can then save the reports to BusinessObjects Enterprise.
· Content management
· Publishing, scheduling, and managing Crystal Reports files
· Publishing, scheduling, and managing Web Intelligence files
· Publishing and managing OLAP Intelligence files, third party documents, and hyperlinks
· Managing universes, universe Connections, and universe restriction sets
· Dashboards and Analytics
· Server management
· Installing, configuring, and managing servers
Administration tools

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This section introduces new BusinessObjects Enterprise administrators to some of the available management tools.
These tools can be accessed from the BusinessObjects Enterprise Admin Launchpad, located through BusinessObjects
Enterprise from the BusinessObjects Enterprise XI program group on the Windows Start menu.
Administrators use these applications to manage BusinessObjects Enterprise:
· Central Management Console (CMC)
The CMC is a web-based application that allows you to perform user management tasks such as setting up
authentication and adding users and groups. It also allows you to publish, organize, and set security levels for all of your
BusinessObjects Enterprise content and enables you to manage servers and create server groups.
· Central Configuration Manager (CCM)
The CCM is a locally installed Windows application server-management tool that allows you to configure each of your
BusinessObjects Enterprise server components. Using the CCM, you can start, stop, enable, and disable servers. It
also allows you to view and configure advanced server settings.
Note: Server administration is discussed in the Administering Servers course.
· Publishing Wizard
The Publishing Wizard is a locally installed Windows application that enables both administrators and end users to add
reports to BusinessObjects Enterprise. It can be used for mass publishing of reports.
· Import Wizard
The Import Wizard is a locally installed Windows application that guides administrators through the process of importing
users, groups, folders, and objects from an existing BusinessObjects Enterprise or information implementation to
BusinessObjects Enterprise. It also allows you to import events, server groups, repository objects, calendars, corporate
categories, and universes in BusinessObjects Enterprise.
· Business Views Manager
Business Views is a multi-tier system that enables companies to build comprehensive and specific objects that help
report designers and end users access the information they require. Business Views enable administrators to
manage the integration and organization of operational data in one central location. Since all of the objects found
in Business Views are saved to the Repository, the BusinessObjects Enterprise user must have access to the
Repository before they can open, modify, and save different objects.
· Universe Designer
You create, modify, and update universes with Universe Designer. Designer provides a connection wizard which allows
you to connect to your database middleware. You can create multiple connections with Designer, but only one
connection can be defined for each universe. This database connection is saved with the universe.
End-user applications
In addition to InfoView, end-users can also work in the following applications:
· Web Intelligence
Web Intelligence is a web-based query, reporting and analysis tool within BusinessObjects Enterprise. It lets business users and
power users create, modify and analyze reports in a single, easy-to-use interface without depending on IT.
· InfoView
InfoView is a web-based interface that end users access to view, schedule, and keep track of published reports. System
administrators can use InfoView when testing changes in reports and documents.
This course focuses on the front-end administration of BusinessObjects Enterprise, which primarily entails working in the CMC
(Central Management Console) and testing changes in InfoView as well as publishing reports to the BusinessObjects Enterprise
system using the Publishing Wizard.
Working in InfoView
Introduction

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While administering users and content primarily takes place in the Central Management Console, administrators also need to be
familiar with InfoView so they can test changes they've made in the Central Management Console, as well as to handle any
questions from end-users.
· Describe the functions of InfoView.
· Access InfoView.
· Describe the InfoView interface.
· Differentiate BusinessObjects content types.
· Locate content.
· Differentiate the various ways to access content.
· View a Crystal report on demand.
· Schedule a Crystal Report.
· View a Crystal report instance.
· View a Web Intelligence document on demand.
· Change the query.
· Schedule a Web Intelligence document.
· View a Web Intelligence document instance.
What is InfoView?
BusinessObjects Enterprise comes with InfoView, a web desktop that acts as a window to a broad range of useful business
information around your company, including Crystal Reports, Web Intelligence documents, OLAP Intelligence reports, spreadsheets,
and other documents. With BusinessObjects Enterprise, users can access this information and organize it to suit their preferences.
Note: InfoView can be customized to suit your company's standards. In this case, InfoView will appear different than the out-of-the-box
standard look with default settings.
The features available in BusinessObjects Enterprise vary by content type, but in general, users can view information in their web
browser, export it to other business applications (such as Microsoft Excel), and save information to their local machine.
Note: BusinessObjects Enterprise can also provide access to a range of analytic tools to help users explore information in mo re detail. If
you set the necessary security rights, users can use these features to modify reports, examine trends over time, or look for specific
patterns in their corporate data.
There are two ways to access InfoView:
· Type the URL for your InfoView site directly in your web browser.
· Select BusinessObjects Enterprise from the program group on the Windows Start menu.
To access and log in to InfoView
1 Click Start > Programs > BusinessObjects XI>BusinessObjects Enterprise>BusinessObjects Enterprise Infoview.
Choose either the .NET or the Java version of InfoView depending on what the system administrator of your company has set up.
The Log On page appears.
2 In the Existing User area, enter your username and password. You will also need to enter the CMS system name if you are using
.NET.

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Note: If you leave the username and password blank, you will be logged in as a guest.
3 Click the Authentication list to select the authentication type.
Note: If you select NT Authentication and don't enter a user name or password, you'll be logged in using the account information of the local
machine.
4 Click Log On. InfoView appears.
Navigating in InfoView
With its default settings, the main page of InfoView contains information on folders, objects, and so on.

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Note: Depending on your Preferences settings, your main page may look different.
The main page for InfoView is made up of these areas:
· Title bar
This area contains the desktop logo and a message displaying your user account name.
· Navigation bar
This area contains buttons for Home, Toggle Navigation, New, Refresh (the Workspace Panel), Send (a document to various
locations), My InfoView (a customizable area for you to set up your InfoView portal or portals), Search, Preferences, Log off, and
Help.
· Navigation panel
This area displays folders or categories, depending on whether the Folders or Categories button is active, and buttons for Refresh
(the Navigation Panel), Properties, Copy, Move, and Delete.
The Folders area holds a Favorites folder, your Inbox, a Home link (that contains sample reports and documents).
The Categories area contains all the Public or Personal categories that an administrator or an end user have set up.
Note: Folders and subfolders are used to organize objects, while categories are a way to classify your information. For example, you
could place your financial reports and documents into a folder named Finance and you could classify or tag your reports that deal
with specific financial matters as Payroll, Accounts Payable, and Accounts Receivable.
· Workspace panel
This area displays the objects connected with a specific folder or subfolder as well as the objects connected to specific categories.
The Workspace Panel also contains the options to Organize (Move, Copy, Add Shortcut, Add to Favorites), Delete, and Filter (by
various types) in addition to Maximize, Restore, and Go Back Workspace Panel options.
· Discussions area
The Discussions feature of BusinessObjects Enterprise enables users to create and maintain comments and discussions on reports
within the BusinessObjects Enterprise environment and to share that information across the organization.

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The folders, categories, and objects you can see in InfoView, the rights you have to schedule, the viewer you see, and so on, are
dependent on the account you log in with. As the administrator you can provide the necessary rights to users so they can orga nize
their folders and objects.
Accessing content
Now that you have logged in to BusinessObjects Enterprise you can access your content. The content types available through
InfoView are:
· Performance Management
· Crystal reports
· Web Intelligence documents
· OLAP Intelligence reports
· Third-party content such as PPT, DOC, XLS, TXT, and PDF
Note: If you have Dashboard Manager, you can also see corporate and personal dashboards. Dashboards and analytic applications are
discussed further in the Performance Management course.
Note:
· For reports created in Crystal Reports and Web Intelligence, you can:
· View on demand.
· Schedule.
· View a report instance.
· For reports created in OLAP Intelligence, you can:
· View a report on demand.
· Save a different view.
Try Practical
Concept not clear
Points to ponder
Where/How is it used?
To remember
Locating content
There are several ways to locate your content in InfoView:
· search
· filter
· browse folders and categories
Searching for objects
You can do a structured search to find objects in BusinessObjects Enterprise. Type the exact phrase and select a search text box,
such as title, description, or keyword. BusinessObjects Enterprise also has advanced search capabilities such as search by location,
owner, type, and time.
The objects displayed depend on how the BusinessObjects Enterprise administrator sets up the user account privileges. For
example, users in Marketing may see objects that differ from those seen by the users in Human Resources.
Note: A search includes all public folders you have rights to as well as your Favorites folder.
To search for an object
1 In the Search box, type the keywords that describe the object you're searching for.
2 Click the list next to the search box to select a search field.
The available search fields are:
· Search all fields
Comment [s1]: Public ,Private, Inbox Folder,
Corporate Personal Categories

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· Search title
· Search keyword
· Advanced search
Tip: For searching purposes, implement a company policy where report designers need to fill in the report summary fields s o users can
search on all fields for reports.
Note: The Advanced Search option enables you to search by location, keyword, description, owner, title, type, and time.
3 Click the arrow to activate the search.
A list of objects meeting your search parameters appears.
To view an instance of the object, click the object title.
Note: Depending on the rights given by the administrator, users may be unable to View and/or View Latest Instance. In addition, if there are
no instances on the system, users may need to schedule the object first.
Filtering objects
You can filter objects by choosing an object type in the Filter drop-down list. The object types include Program, Web Intelligence
documents, hyperlinks, text, object packages, Adobe Acrobat, rich text, Dashboard, Crystal Reports report objects as well as a suite
of Microsoft products.
When you log in to InfoView, you will see the My Folders folder, which contains:
· Favorites
Consider the Favorites folder as your own personalized version of InfoView. This view displays only the folders and reports that you
selected or created. You can organize reports from another folder by copying or linking them to a folder of your choice in the
Favorites folder. You can create new folders, move, rename, delete reports and folders, or create shortcuts from your Favorites
folder.
Note: the Favorites folder will be shown as a User folder to the Administrator in the CMC.
· Inbox
Your Inbox is a messaging system that is part of BusinessObjects Enterprise. You can send reports and documents or their
associated shortcuts to colleagues that are also part of the same enterprise system. The Inbox is separate from your email address; it
is only available to users of BusinessObjects Enterprise.
Note: items with titles in bold in your inbox indicate that they are new items that have not been read.
To navigate through folders
1 In the Folders area, expand the appropriate folder list.
2 Drag your mouse over the list of subfolders.
The subfolders you can select are underlined as the mouse passes over them.
3 Click the subfolder of your choice.
The objects in the folder appear.
To navigate through categories
1 In the Category area, expand the appropriate folder list.
2 Click the category of your choice.
The objects in the category appear.
Note: Remember that the folders, categories, and objects you can see in InfoView, the rights you have to schedule, the viewer you see, and
so on, are dependent on the account you log on with. As the administrator you can provide the necessary rights to users so they can
organize their folders and objects.
Organizing objects in folders
Folders provide you with the ability to organize and facilitate content administration. In InfoView you can copy and move rep orts to
folders, and create shortcuts to reports in folders.
You can create new folders and subfolders, copy folders and objects, and create shortcuts to folders and objects only as long as you
have the necessary rights.
Note: As the administrator, you will determine the rights to provide the end user. You also have rights to view the contents of user folders.
Copying reports
· The copy command creates another copy of the report object in a different location.

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· When you copy objects to your personal folders, you can schedule and view them independently of other users. You can copy objects
individually, or you can copy an entire folder to your Favorites folder.
· The new copy of the report inherits all object rights from its new parent folder.
Moving reports
· The move command changes the location of the report objects from one folder to another.
· The report object retains its original set of object rights when it is moved.
Creating shortcuts
· The create shortcut command enables you to give users access to the report when you do not want them to access the folder in which
the actual report object is located.
· The shortcut inherits object rights from its parent folder, and these rights override the object rights set on the report itself.
Viewing and scheduling Crystal reports
There are three ways to view reports: on demand, by scheduling, and by viewing instances.
Note: The rights you have to schedule, the viewer you see, and so on, are dependent on the account you log in with. The content type also
determines what you can do. As the administrator you can provide the necessary rights to users so they can view, schedule, and/or
view on demand.
Viewing a report on demand
Viewing a report means you are viewing the object on demand; that is, BusinessObjects Enterprise runs the report and updates the
report data with the most current information from the database.
To view a Crystal report on demand
1 In InfoView, navigate to the report you want to view.
2 Click the report title.
The report opens in a viewer in the Workspace Panel.
Depending on the report viewer you are using, you can carry out the following when viewing a report:
· Refresh
· Find
· Toggle Group Tree
· Drill Down
· Zoom
· Scroll through pages
· Set parameters
· Export
Scheduling a report
Scheduling an object lets you run it automatically at specified times. When a scheduled object runs successfully, an instance is
created. 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.
Scheduling can increase the overall performance of your BusinessObjects Enterprise deployment. This is because you can reduce
the processing load on your system by running reports at low traffic times.
By scheduling and viewing instances, you can ensure you have the latest information available for viewing, printing, and distributing.
For example, you can schedule a report object to run every night so it's available for you first thing in the morning.
To schedule a Crystal report
Comment [s2]: Think very Folder is like a hard
disk your personal folder is like u r own harddisk So
when u copy to your HDD then it will take all object
rights (means properties of files) from setting of ur
HDD.(Physical division)

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Note: Before scheduling objects, check your time zone setting on the Preferences page in InfoView. The default time zone is l ocal to the
web server that is running BusinessObjects Enterprise, not to the Central Management Console (CMC) machine(s) that each user
connects to. By setting your time zone, you ensure that your scheduled objects are processed in accordance with the time zone in
which you are working. You must have your own account on the system in order to set your preferences.
1 Click Schedule.
The Schedule page appears.
2 In the Run object list, select when you want to run this object.
Note: If you want to set other options, do not click Schedule until you have made all your selections. For more information about scheduling
options, refer to the Help section of the Product documentation.
3 Select the database logon information for this report.
4 Set any filters for this report.
5 Select the destination for this report.
6 Select the format for this report.
7 Set any print settings for this report.
8 Select the server group for this report.
9 Select any parameters for this report.

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10 Select a date and/or start time, if necessary.
11 On the Schedule page (in the Workspace Panel), click Schedule.
Viewing a report instance
Viewing a report instance, unlike viewing a report, means that you are viewing the result of a previously scheduled report. Because
this report was run earlier, it contains historical, not current, data.
You can see a list of instances by looking at an object's history, and you can click the link to any historical instance. If you have the
rights to view objects on demand, you can view and refresh any instance to retrieve the latest data from the database
BusinessObjects Enterprise saves a history of object instances for scheduled objects that have been run. The history list is arranged
chronologically (with the most recent instances first) and contains information such as:
· Instance Time
· Run By
· Parameters
· Format
· Status
The Instance Time for a successful instance becomes a hyperlink to that instance. You can view the instance by clicking the
hyperlink.
Tip:
· Sort instances chronologically by clicking the "Instance Time" column heading. Click the column again to reverse the sort order. Or, sort
instances by owner (alphabetically and reverse-alphabetically) by clicking the Run By column heading.
· Use the Delete, Pause, and Resume buttons in the History page to delete a selected object, to pause the publication of an object, or to
resume a paused instance. Choose an object from the Selected column and click either Delete, Pause, or Resume.
The object type determines if it can be viewed on demand or as an instance. The following table outlines the viewing capabilities of
each object type.
Viewing Crystal Reports Web Intelligence Documents OLAP Intelligence Reports
View on demand Yes Yes Yes
Schedule Yes Yes No
View a instance Yes Yes No
Save a different view No No Yes
To view a Crystal report instance
1 Click the View Latest Instance link of the report you want to view.
The latest instance of the report appears in the Workspace Panel.

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Tip: You can also click the History link and select the instance you want to view from the History list.
You can see detailed status information for recurring and failed instances by clicking the link(s)
under the Status column.
2 Click the link(s) under the Instance Time column to view the object instance.
When you view a report object instance, it opens in a viewer.
Exporting reports
Successful instances of reports can be exported to several reporting formats, as well as to popular word processor and spreadsheet
formats. Exporting reports makes distribution of information easier.
Export format types for reports created in Crystal Reports are:
· Crystal Reports
· Adobe Acrobat
· Microsoft Excel
· Microsoft Excel (Data Only)
· Microsoft Word (RTF)
· Microsoft Word (Editable RTF)
· Rich Text Format (RTF)
To export a Crystal report

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1 In InfoView, navigate to the report you want to view.
2 Click the report title.
The report opens in a viewer.
3 Click the Export this report button. (Hover your mouse over a button to see its name.)
4 In the Export window, select an export format from the list.
5 Specify the pages to export.
6 Click OK.
Practice
Activity: viewing and scheduling Crystal Reports
Objective
In this activity, you will:
· Locate a Crystal report in InfoView to be viewed on demand, scheduled, and viewed as an instance.
Instructions
1 Log on to InfoView as Administrator.
2 Navigate to the Report Samples > General Business folder.
3 Locate the Product Catalog report and click the report title to view the report on demand.
The Product Catalog report displays in a viewer window.
4 Close the report viewer to return to the list of reports.
5 Schedule the Product Catalog report to Run Now, keeping the default settings.
6 On the report history page click Refresh.
You should see one report instance.
7 Schedule the Product Catalog report again, this time scheduling it to:
· Run Hourly, starting three minutes from now and ending four hours after that.
· Use Excel (Data Only - accept all defaults) as the report format.
8 On the report history page, click Refresh.
You should now see the first report instance, a recurring schedule job, and a second instance. If you don't see a second instance yet,
wait a minute or so, then click Refresh again.
9 Click the link to view the latest instance.
The report displays in a viewer window.
Viewing and scheduling Web Intelligence documents
Web Intelligence allows you to access, analyze, and share corporate data over intranets and extranets for both relational databases
(RDBMS) and online analytical processing (OLAP) servers.
You can create and edit Web Intelligence documents or analyze Web Intelligence reports. Using InfoView, you can upload Web
Intelligence documents to the corporate repository or share documents with other users.
The terms used in Web Intelligence are:
· Universe
The special semantic layer that isolates you from the technical issues of the database is called a universe. A universe maps to data in
the database, but uses everyday terms that describe your business environment. This means that you can select exactly the data
that interests you using your own business terminology.
Universes are created by a universe designer using BusinessObjects Designer. The designer then makes universes available to you
and other users so that you can access the data through an intuitive, user-friendly interface.
· Object
The elements within the database that you use to create reports are called objects.
· Class

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Objects with similar types of data are grouped into classes.
You can view and schedule a Web Intelligence document much like a report created in Crystal Reports. However, you can export a
Web Intelligence document to Microsoft Excel and Adobe Acrobat only.
Note: Web Intelligence documents do not exist in their native format (.wid) outside of the BusinessObjects Enterprise system. You can save
them as Microsoft Excel spreadsheets or Adobe Acrobat PDFs. As well, you can save the document as Standard HTML, but only
when scheduling the document.
To view a Web Intelligence document on demand
1 In InfoView, navigate to the document you want to view.
2 Click the report's link.
The document opens in the Workspace Panel.
To edit the query in a Web Intelligence document
1 With the Web Intelligence document open in the Workspace Panel, click Document > Edit.
The document opens in the Web Intelligence application.
2 Click Edit Query in the toolbar.
3 Change any objects or filters.
4 Click Run Query.
The new query appears.
5 Click Save to save the changes.
Tip: You can also save the document to your computer as a Microsoft Excel spreadsheet or an Adobe Acrobat PDF.
To schedule a Web Intelligence document
1 Locate the report you want to schedule.
2 Click Schedule under the report link.
The Schedule page opens.
3 Select the options for:
· When
· Destination
· Format
· Caching Options
You can export the document as Microsoft Excel, Standard HTML, or Adobe Acrobat in the Caching Options.
4 Click Schedule.
You are returned to the Instance page.
5 Click the instance you want to view.
Tip: If the document's status is pending for too long, click Refresh to update the status.
To view a Web Intelligence document instance
1 Click the View Latest Instance link of the document you want to view.
The latest instance of the document appears in the Workspace Panel.
Tip: You can also click the History link and select the instance you want to view from the History list.
2 Click the link(s) under the Instance Time column to launch the object instance.
Note: You can see detailed status information for recurring and failed instances by clicking the link(s) under the Status column.
Exporting Web Intelligence documents
When you export a Web Intelligence document, you can save, save as, or view the document in PDF format. You can also choose t o
export the document to another format when you schedule the document.
Export format types for documents created in Web Intelligence are:
· Microsoft Excel
· Standard HTML (available when scheduling only)
· Adobe Acrobat PDF
To export a Web Intelligence document
1 With the Web Intelligence document open in the Workspace Panel, click Save or Save As.
The Save Document page opens.
2 Select the options for exporting:
· Title
· Description
· Keywords

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· Location
· Categories (Public or Personal)
3 Click OK.
4 Click the button at the right end of the toolbar to go back to the last main page of the Workspace panel.
Practice
Activity: viewing and scheduling Web Intelligence
documents
Objective
· Navigate the folder structure to locate a Web Intelligence document
· View a Web Intelligence document on demand
· Change the query for a Web Intelligence document
· Schedule a Web Intelligence document
· View a scheduled instance of a Web Intelligence document
Instructions
1 Log in to Business Enterprise Infoview as Administrator.
2 Navigate the folder structure to locate the Web Intelligence Sample document (under Public folders).
3 Click the title of the Web Intelligence document in order to view on demand.
4 Click Document > Edit at the top of the page.
5 Click Edit Query to change the current query.
6 Add a filter showing only when country is one of USA, Canada or Mexico.
7 Run the new query and save the Web Intelligence document.
8 Close the Web Intelligence document.
9 In the action list select Schedule.
10 Click OK to schedule the Web Intelligence document to run now.
11 Refresh the instance as necessary until its status is `successful'.
12 Choose to view the scheduled instance.
Personalizing InfoView
The Preferences page enables users to modify the appearance of InfoView. You must have your own account on the s ystem in order
to set up your preferences. The Preferences page displays a general tab and additional tabs for each end user application installed in
To access the Preferences page
· From the title bar of InfoView, click Preferences.
The Preferences page appears.
The Preferences options include:
· General preferences
· My initial view is
· My InfoView is
· On my desktop
· For each object, show me (these properties)
· View my documents
· My current locale is

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· My current time zone is
· Crystal Reports preferences
Note: This only appears if Crystal Reports is installed on the BusinessObjects Enterprise Web Application Server or Web Component Adapter.
· Display my reports
· View my reports using (Viewer)
· DHTML viewer prints using the (printing control)
· Preferred measuring units for report page layout is
· Web Intelligence preferences
Note: This only appears if Web Intelligence is installed on the BusinessObjects Enterprise Web Application Server.
· Select a view format
· Select a report panel
· For each new drill session
· General drill options
· OLAP Intelligence preferences
Note: This only appears if OLAP Intelligence is installed on the BusinessObjects Enterprise Web Application Server.
· View my reports using (Viewer)
Changing viewers
Users can manually select their preferred viewer type through the Preferences page. Once there, they must click the appropriate
application's Preferences tab.
Note: As the BusinessObjects Enterprise administrator, you will select the viewer type that best suits your company's needs. As the
administrator, you can disable some features in the BusinessObjects Enterprise viewers.
A report viewer allows users to view, print, and export reports using a web browser without having a connection to the reporting
database and without having the full client application installed locally.
BusinessObjects Enterprise includes the following report viewers for Crystal Reports:
Zero client
· DHTML Viewer
· Advanced DHTML Viewer
Thin client
· ActiveX Viewer
· Java Viewer
Zero-Client versus Thin-Client viewers
When selecting a report viewer, the first decision is whether to use a zero-client viewer, a thin-client viewer, or a combination of both.
Each viewer has advantages and disadvantages depending on the operating environment where you are deploying BusinessObjects
Enterprise. Here are some examples:
If your company... Then the ideal viewer may be...
Locks down users' computers and requires a viewer with low administrative overhead
The DHTML or the Advanced DHTML
viewer
Performs advanced searches on reports, such as field selection and setting search
conditions
The Advanced DHTML viewer
Is concerned about increased stress on the Web Application Server The Java viewer or the ActiveX viewer
Has standardized Internet Explorer on client computers The ActiveX viewer
There are many factors to consider when deciding which viewer is best suited for your BusinessObjects Enterprise deployment. The
following table outlines the major differences in functionality between Zero-Client and Thin-Client viewers.
Functionality Zero-Client Thin-Client
Can be used on
locked-down
workstations
Yes, as no Administrator rights are required. No.
Less stress on the No. Increased loading occurs on the Web Application Server Yes.

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Web Application
Server
because it is responsible for converting reports pages into
DHTML rather than simply passing the EPF files to the browser.
Enhanced viewing and
formatting capabilities
No. When converting .epf pages to DHTML, formatting
limitations (such as no underlined fonts or dashed borders)
mean highly formatted reports may appear differently than in
Crystal Reports.
Yes. Reports are viewed in native
format (EPF) so they look almost
identical to reports viewed in Crystal
Reports.
Enhanced searching
capabilities
Yes (Advanced DHTML Viewer only). No.
Enhanced exporting
capabilities
Yes (Advanced DHTML can export to Microsoft Word and
Excel).
No.
Enhanced web
browser support
Yes. Support is standard across Netscape Navigator and
Internet Explorer. (Standard DHTML is also supported by IE 5.0
for Macintosh).
No. For example, ActiveX is only
support on Internet Explorer.
Customizable toolbars Yes. No.
Stop loading data
button
No. Yes.
Direct output to
printer
No. Reports are exported to PDF format on the server and must
be printed from Adobe Acrobat or the web browser where the
report is being viewed.
Yes.
To change the viewer for Crystal Reports
1 Click the Crystal Report Preferences tab.
2 In the View my reports using the area, select the report viewer you want to use when you display a report:
· ActiveX viewer
· DHTML viewer
· Advanced DHTML viewer
· Java viewer
Note: The DHTML viewer is selected by default for Internet Explorer browsers. The Java viewer is the default for Netscape browsers.
3 In the DHTML Viewer printing uses the area, choose Acrobat Reader printing control or ActiveX printing control.
4 In the Preferred measuring units for report page layout is area, select inches or millimeters.
5 Click OK.
Changing Web Intelligence viewing options
As with reports created in Crystal Reports, you select a view format for your Web Intelligence documents in the Preferences tab. The
view formats available are:
· HTML
Use this option if you want to navigate reports to view results, and refresh the report data to see the latest figures. Values displayed
in report tables and charts are static.
· Interactive
Use this option if you want to filter, sort, add simple calculations, or drill on the values displayed in the reports.
Note: The availability of this feature depends on how InfoView was installed and what user rights you have.
· Portable Document Format (PDF)
Use this option if you want to print a document or send it to someone who does not have access to InfoView or Web Intelligence.
Note: If you want added functionality select Interactive as the view option for Web Intelligence documents because you can pe rform a
number of actions on documents in InfoView without having to actually edit the document in the Web Intelligence report panel itself.
From InfoView in Interactive mode, you can:
· Filter data to limit the data shown in the report.
· Sort values to change the order of the information shown in the report.
· Add predefined calculations on data, such as adding up sums, counting totals, and calculating averages and percentages.
· Add and remove the variables that appear in the report.
· Analyze data in greater detail if the document has been set up for drill analysis.
· Format a document to your specific requirements.
To change the view format of a Web Intelligence document
1 Click Preferences on the navigation toolbar.
The Preferences page opens at the General Preferences tab.
Comment [s3]: Since in java or active X it is
coded So at client end it is not customizable.

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2 Click the Web Intelligence Document Preferences tab.
3 From the Select a view format area, choose an option:
· HTML
· Interactive
· Portable Document Format (Adobe Reader required)
4 Click OK.
5 Click the button to the extreme right on the Workspace Panel toolbar to go back to the last main workspace page.
Changing OLAP Intelligence viewing options
As with reports created in Crystal Reports and Web Intelligence, you select a view format for your OLAP Intelligence documents in
the Preferences tab. The view formats available are:
· ActiveX
· DHTML
To change the viewer for OLAP Intelligence reports
1 Click the OLAP Intelligence Preferences tab.
2 In the View my reports using the area, select the report viewer you want to use when you display a report:
· ActiveX viewer
· DHTML viewer
3 Click OK.
4 Click the button to the extreme right on the Workspace Panel toolbar to go back to the last main workspace page.
Practice
Activity: Recommending a viewer
Scenario
Company A is running standardized Internet Explorer on their client machines. The majority of their BusinessObjects Enterprise users
have View On Demand rights. The IT department wants to allow users increased functionality from their BusinessObjects Enterprise
viewer for printing integrity and also give them the ability to stop data loading if necessary once the report viewing has be gun.
Company B is sensitive to vulnerabilities and the IT department keeps the client systems in a `locked down' environment, preventing
users from loading plug-ins or other software without administrative privileges. They are not using the RAS component and it is
currently not loaded on the BusinessObjects Enterprise servers.
Objective
· Discuss the advantages and limitations of the different report viewer options
· Determine the best report viewer for a given user's needs
Instructions
1 List the viewers that are available in BusinessObjects Enterprise.
2 List at least 3 characteristics associated with each viewer.
3 Using the scenario outlined in this activity, decide which viewer is most appropriate for each company.

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Working in the Central Management Console
Introduction
You will use the Central Management Console (CMC) extensively to manage your BusinessObjects Enterprise system. This tool
allows you to perform user management tasks such as setting up authentication and adding users and groups.
· Describe the purpose of the Central Management Console
· Navigate in the Central Management Console
· View content and properties
· Set Central Management Console preferences
What is the Central Management Console?
The Central Management Console (CMC) allows you to create and manage BusinessObjects Enterprise users and groups. It also
enables you to publish, organize, and set security levels for all of your BusinessObjects Enterprise content. Additionally, the CMC
enables you to manage servers and create server groups.
Note: The CMC is different from the Central Configuration Manager (CCM) in that the CMC is web-based. Because the CMC is a web-
based application, you can perform all of these administrative tasks remotely. BusinessObjects Enterprise server administration is
covered in the Administering Servers course.
You can perform administrative tasks in the CMC such as:
· Creating and managing users and groups including their rights to folders, objects, and applications

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· Publishing, scheduling, and managing Crystal Reports files and Web Intelligence files
· Publishing and managing OLAP Intelligence files as well as third-party documents and hyperlinks
Note: You can also manage OLAP Intelligence connections that have been created via InfoView in the CMC. If no OLAP Intelligence
connections exist then the option to secure the connections will not be displayed.
· Managing universes and universe connections
Note: Universe connections must be created through the Designer before they can be managed in the CMC; only secured connections can be
added to Enterprise. Universes are added to Enterprise by first saving the universe to a Windows folder and then exporting th e
universe to an Enterprise folder. You cannot change the location of a universe from within the CMC.
· Managing Performance Management applications
· Modifying BusinessObjects Enterprise applications
· Adding or modifying license keys
Note: Any user with valid credentials to BusinessObjects Enterprise can log in to the CMC and set his or her preferences. However, users
who are not members of the Administrators group cannot perform any of the available management tasks unless they have been
explicitly granted the rights to do so.
Logging in to the Central Management Console
There are two ways to access the CMC: type the name of the Web Application Server machine you are accessing directly into your
browser, or select BusinessObjects Enterprise Admin Launchpad from the program group on the Windows Start menu.
To log in to the CMC
1 In Windows, click Start > Programs > BusinessObjects11 > BusinessObjects Enterprise > BusinessObjects Enterprise Admin
Launchpad.
Select either .NET or Java depending on what the System Administrator of your company has set up.
2 Click the Central Management Console link.
3 When the Log On page of the Central Management Console appears, select Enterprise in the Authentication Type list.
Windows NT, Windows AD, and LDAP authentication also appear in the list; however, you must map your third party user accounts
and groups to BusinessObjects Enterprise before you can use these types of authentication.
4 Type your User Name and Password.
For this example, type Administrator as the User Name. This default Enterprise account does not have a password until you create
one.
If you're using LDAP or Windows NT authentication, you may log in using an account that has been mapped to the BusinessObjects
Enterprise Administrators group.
5 Click Log On.
The CMC Home page appears.
Navigating within the Central Management Console
Because the CMC is a web-based application, you can navigate through it in a number of ways.
For example, if you wanted to modify a user, you could get to the Users page using one of the following methods:
· From the Central Management Console Home page, click Users.
· From anywhere in the Central Management Console, select Users from the drop-down list in the header bar of the CMC. Click Go if your
browser doesn't take you directly to the new page.
· From anywhere in the Central Management Console, click the Home link from the navigation path that appears above the title of each
page, and then from the Home page, click Users.
As you can see from the previous navigation method, once you leave the Home page your location within the CMC is indicated by a
path. For example, Home > Users > New User indicates that you're on the New User page.
· You can click the hyperlinked portions of the path to jump quickly to different parts of the application. In this example, you could click
Home or Users to go to the corresponding page.
Viewing content
In the Properties page of an object, you can view its file name, its location, and the date it was created. For objects that can be
scheduled (reports, programs, and object packages), you can see the last times the object was modified and/or run.
You can modify an object's title and description.To finalize any property changes, click Update. Note that once you have clicked
Update, you cannot click Reset to undo changes.

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For Microsoft Word, Excel, PowerPoint, Adobe Acrobat, Text, and Rich Text objects, a View button appears on the Properties page.
Provided that you have the appropriate software installed on your browser machine, you can click View to open and view the object.
Similarly, for report objects, a Preview button appears. The Preview button enables you to view a report on demand with all of your
current report settings. BusinessObjects Enterprise connects to the report's data source(s) if no cached pages are available. To use
the Preview function, the user will need to have rights at the View on Demand level or higher. (To preview a report with saved data,
the user will need to have rights at the View level or higher.) By default, administrators have rights at the Full Control level (the
highest rights setting) for all report objects.
For object packages, the Scheduled package fails upon individual component failure check box is selected by default. (A
component is an object in an object package.) This means that if one of the component instances in a package fails, the object
package instance in the History will appear as Failed. If you do not want the object package instance to fail when one of the
component instances fails, clear the Scheduled package fails upon individual component failure check box.
Setting Central Management Console Preferences
Similar to the Preferences area of InfoView, the Preferences area of the CMC allows you to customize your administrative view of
Options Description

Page 25 of 167
Viewer This list sets the default report viewer that is loaded when you view a report in the CMC.
Maximum number of
objects per page
This option limits the number of objects listed on any page or tab in the CMC. This setting does not limit the
number of objects displayed, simply the number displayed per page.
Maximum number of
characters for each
page index
When a list of objects spans multiple pages, the full list is sorted alphanumerically and indexed before being
subdivided. At the top of every page, hyperlinks are displayed as an index to each of the remaining pages.
This setting determines the number of characters that are included in each hyperlink. To specify an
unlimited maximum number of characters, select the Unlimited check box.
Measuring units for
report page layout
Specify inches or millimeters as the measuring units used by default when you customize a report's page
layout on the report object's Print Setup tab.
Time zone
If you are managing BusinessObjects Enterprise remotely, use this list to specify your time zone.
BusinessObjects Enterprise synchronizes scheduling patterns and events appropriately. For instance, if you
select Eastern Time (US & Canada), and you schedule a report to run at 5:00 a.m. every day on a server
that is located in San Francisco, then the server will run the report at 2:00 a.m. Pacific Time.
My Password
Click the Change Password link to change the password for the account under which you are currently
ogged in.
To set Central Management Console preferences
· From the CMC Home page, click Preferences in the upper-right corner of the console and select any of the listed options.
Lesson 2
BusinessObjects Enterprise Architecture
BusinessObjects Enterprise architecture consists of web, management, processing, and storage services.
Understanding this architecture will help you visualize how actions performed in client applications are processed by the
services.
After completing this lesson, you will be able to describe:
· The BusinessObjects Enterprise architecture
· Information process flows in BusinessObjects Enterprise
The BusinessObjects Enterprise architecture
Introduction
A full deployment of BusinessObjects Enterprise is made up of client applications, BusinessObjects Enterprise services,
and the organization's relational and/or OLAP data sources. This unit discusses the individual roles of the
BusinessObjects Enterprise components and how they interact with each other and with organizational data sources.
After completing this unit, you will be able to describe:

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· The client applications
· The BusinessObjects Enterprise services
BusinessObjects Enterprise client applications
BusinessObjects Enterprise includes and/or interacts with most Business Objects client tools. Depending on the job
role, different client tools are used. Listed below is each ptoential job role accompanied by a list of client tools which
someone performing that role could potentially use.
For Business Users:
Tool Description
BusinessObjects
Enterprise InfoView
A web-based interface that end users access to view, schedule, and keep track of published
reports.
Crystal Reports
Explorer
A web tool that enables users to do ad hoc reporting via the web and save reports to the
Crystal Enterprise system.
Web Intelligence
A web-based tool that provides query, reporting, and analysis functionality for relational data
sources all within one web-based product. Allows users create reports, perform ad hoc
queries, analyze data, and apply report formatting.
OLAP Intelligence
(web client)
Used for viewing, modifying and creating basic analytic reports based on OLAP data.
Dashboard Manager
A web-based tool used to monitor key performance indicators (KPIs) and proactively alert
managers via email and dashboards with the information they need, wherever they are.
Performance Manager
Allows users to track and analyze key business metrics via management dashboards,
scorecards, and alerting.
For Report Designers:
Tool Description
Crystal Reports
The industry standard reporting tool to create and integrate powerful reports in BusinessObjects
Enterprise.
Web Intelligence
A web-based interface to provide query, reporting, and analysis functionality for relational and
OLAP data sources all within one web-based product. Allows users to create reports, perform ad
hoc queries, analyze data, and apply report formatting.
OLAP
Intelligence (full
client)
Used to build, format and analyze analytic OLAP reports.
Dashboard
Manager
Dashboard Manager enables you to easily deploy powerful business intelligence (BI) dashboards.
For Administrators:
Tool Description
Central
Management
Console
The CMC web interface allows you to perform user management tasks such as setting up
authentication and adding users and groups. It also allows you to publish, organize, and set
security levels for all of your BusinessObjects Enterprise content and enables you to manage
servers and create server groups.
Central
Configuration
Manager
The CCM is a Windows server-management tool that allows you to configure each of your
BusinessObjects Enterprise server components. Using the CCM, you can start, stop, enable, and
disable servers. It also allows you to view and configure advanced server settings.
Publishing
Wizard
A locally installed Windows application that enables both administrators and end users to add
reports to BusinessObjects Enterprise. It can be used for mass publishing of reports.

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Import Wizard
A locally installed Windows application that guides administrators through the process of importing
users, groups, and folders from an existing BusinessObjects Enterprise, Crystal Enterprise or Info
implementation to BusinessObjects Enterprise. It also allows you to import users, groups, folders
and objects, events, server groups, repository objects, and calendars in BusinessObjects
Enterprise 11.
For Data Managers:
Tool Description
Universe
Designer
This semantic layer is the foundation for empowering end-user query and analysis. It abstracts the
complexity of data by using business language rather than data language to access, manipulate and
organize data.
Business
View
Manager
You can simplify data access for report designers by insulating them from the raw data structures. You
can build connections to multiple data sources, join tables, alias field names, create calculated fields,
and then surface this simplified structure as a Business View in BusinessObjects Enterprise. Report
designers can then use the Business View as the basis for their reports, rather than accessing the
data directly and building their own queries.
Data
Integrator
Provides an easy to use, graphical environment that simplifies and automates the most complex data
integration tasks.
BusinessObjects Enterprise services
The BusinessObjects Enterprise system can be installed on a single machine, spread across different machines in an
intranet, or separated over a wide area network (WAN).
Note: For information on supported environments for BusinessObjects Enterprise installations, see the platforms.txt document
on the BusinessObjects Enterprise CD. You can also find this document on the Business Objects support Web site:
http://support.businessobjects.com.
For learning purposes, BusinessObjects Enterprise services can be grouped as follows:
Service group Servers
Web services Web Application Server, Web Component Adapter
Management
services
Central Management Server, Event Server, List of Values (LOV) Server
Storage services Input File Repository Server, Output File Repository Server
Processing
services
Program Job Server, Report Job Server, Destination Server, Web Intelligence Job Server,
Web Intelligence Report Server, Cache Server, Page Server, Report Application Server
This grouping is to enable learning only. In reality, BusinessObjects Enterprise web services must interact with
management and processing services, storage services must interact with management and processing
services, and so forth. This interaction will be emphasized in sections to follow.
Comment [s4]: Used to create LOV objects ?

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BusinessObjects Enterprise architecture
Enterprise Infrastructure
The Enterprise Infrastructure provides the basic messaging mechanism needed for BusinessObjects Enterprise
components to communicate with one another. The Enterprise Infrastructure is a series of services that are designed to
communicate via CORBA, which runs over TCP/IP.
Some CORBA applications use a Name server . The Name server service is a facility of the underlying CORBA
architecture that binds the BusinessObjects Enterprise servers together. The Name server provides a directory of the
servers registered in the BusinessObjects Enterprise environment and helps establish connections between clients and
these servers. The Name server service is a part of the Central Management Server.
The Enterprise Infrastructure establishes connections between clients and servers:
· It is the centerpiece of BusinessObjects Enterprise technology allowing the communication to happen between servers.
· A client object can transparently make requests to server objects using the Enterprise Infrastructure.
· A server object is a server that participates in serving requests to client objects.
· A client object is a client that makes requests to servers on the Enterprise Infrastructure.
Note: In the BusinessObjects Enterprise environment, all servers act as clients and servers to each other during transactions
between the servers.
When a BusinessObjects Enterprise server starts, it registers itself with the Name server in the CMS. The server will
provide information about itself, such as its IP address, TCP port, and description of the server, to the Name Shell.
Each individual server polls the CMS every 60 seconds to get an updated list of available servers in the system.
Comment [s5]: What are Events ? What is Event
Server?
Is Web Component Adapter work as an interface
between Java and C++?
Difference between WebI Report Server and Job
Server ?
OLAP cube resides in Web Apps Server?
Comment [s6]: Common Object Request
Broker Architecture is an architecture that
enables pieces of programs, called objects to
communicate with one another regardless of
what programming language they were written
in or what operating system they're running on.
An industry consortium known as the Object
Management Group developed CORBA
Corba is the foundation upon which the EJB
platform is built. All major application server
vendors (IBM, Oracle, Netscape/Sun, BEA,
Inprise, Sybase) are embedding a CORBA
implementation into their products. CORBA will
increasingly converge with the EJB standard.
CORBA is decreasing in importance as a
separate standard
CORBA provides a way to execute programs
written in any language no matter where they
reside in the network or what platform they run
on. It enables complex systems to be built
across an entire enterprise.
It allows programs at different locations and
developed by different vendors to communicate
in a network through an "interface broker."
It defines APIs, communication protocol, and
object/service information models to enable
heterogeneous applications written in various
languages running on various platforms to
interoperate. ...

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BusinessObjects Enterprise web services
The web services are server-side components that process requests from client applications and communicate these
requests to the appropriate server. They include support for report viewing and logic to understand and direct web
requests to the appropriate BusinessObjects Enterprise server.
Note: The Web Component Server (WCS) and Crystal Server Pages (CSP), part of Crystal Enterprise, are no longer
supported under BusinessObjects Enterprise architecture. However, the Crystal Software Development Kit (SDK) will
still work with non-proprietary web application servers.
BusinessObjects Enterprise web services include:
· web application server
The web application server uses the BusinessObjects Enterprise SDK (Java or .NET) to interface with the rest of the
BusinessObjects Enterprise services. It is responsible for processing requests from the browser, sending Crystal Server
Pages (.CSP) and Crystal Web Request (.CRW) requests to the Web Component Adapter, and formatting pages to be
returned to the web client. The web application server acts as a gateway between the browser and the rest of the
components in BusinessObjects Enterprise.
· Web Component Adapter (WCA)
The WCA runs within the application server and provides backward compatibility for applications developed using
Crystal Server Pages (.CSP) and Crystal Web Request (.CWR) requests. The WCA also handles OLAP Intelligence
view requests.
The diagram below shows which BusinessObjects Enterprise services the web application server interacts with.
Services that interact with the web application server
Comment [s7]: Is there a concept of Java
connecting to older VC++ code through JNI for that
this adapter is there…

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Note: When configuring servers using the Central Management Console, the web application server communicates with all
BusinessObjects Enterprise servers.
BusinessObjects Enterprise management services
The management services manage the BusinessObjects Enterprise system. These services maintain all security
information, send requests to the appropriate services, manage auditing information, and store report instances.
The management services are:
· Central Management Server (CMS)
The CMS is responsible for authenticating users and groups, and keeping track of the availability of the other
BusinessObjects Enterprise services. It also maintains the BusinessObjects Enterprise system database, which
includes information about users, groups, security levels, BusinessObjects Enterprise content, and services. The CMS
also maintains a separate audit database of information about user actions and manages the BusinessObjects
Repository.
Note: The Audit Database is optional in a regular system deployment, it allows for extra auditing and tracking of some
system information.
· Event Server
The Event Server manages file-based events. It monitors the directory you specified when setting up a file-based event.
When the appropriate file appears in the monitored directory, the Event Server triggers your file-based event.
· LOV Job Server
The LOV Job Server processes scheduled List of Values objects to populate them with values that are retrieved from a
database.
This diagrams shows which BusinessObjects Enterprise services interact with the CMS, the Event Server, and the LOV
Job Server.

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Services that interact with the CMS
Note: All servers communicate with the CMS when they start up.

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Services that interact with the Event Server

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Services that interact with the LOV Job Server
BusinessObjects Enterprise storage services
The storage services are responsible for storing objects and object instances.
The storage services are:
· Input File Repository Server
The Input File Repository Server manages all of the report and program objects that have been published to the system.
It can store the following files: .RPT, .CAR, .EXE, .BAT, .JS, .XLS, .DOC, .PPT, .RTF, .TXT, .PDF,.WID.
.RPT files are stored as report definition files only; they do not contain any data.
· Output File Repository Server
The Output File Repository Server manages all of the report instances generated by the Report Job Server and the
program instances generated by the Program Job Server.
It can store the following files: .RPT, .CSV, .XLS, .DOC, .RTF, .TXT, .PDF,.WID.
.RPT files are stored as reports with saved data.
The diagram below shows which BusinessObjects Enterprise services the File Repository Services interact with.

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File Repository Server interaction
BusinessObjects Enterprise processing services
The processing services access the data and generate reports. It is the only tier that interacts directly with the
databases that contain report data.
Which services become involved in processing an object is determined by whether the object is being scheduled or
viewed on demand. Viewer choice also plays a role in determining which servers are involved in object processing.
For scheduling requests
The schedule processing services are:
· Program Job Server
The Program Job Server processes program objects, as requested by the CMS, and generates program instances.
· Report Job Server
The Report Job Server processes report objects, as requested by the CMS, and generates report instances.
Note: Both the Program Job Server and the Report Job Server retrieve the file to be run from the Input File Repository Server,
run the report or program, and then save the processed file to the Output File Repository Server as an instance.
· Destination Server
A user can take an existing report instance and schedule the report under a specified format and destination. The
Destination Server applies a format to the report and sends it to the selected destination for processing.
· Web Intelligence Job Server
The Web Intelligence Job Server receives schedule requests from the CMS and then forwards them to the Web
Intelligence Report Server for processing.
· Web Intelligence Report Server
The Web Intelligence Report Server processes Web Intelligence report requests.

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The following diagrams show which BusinessObjects Enterprise services interact with the Program Job Server, Report
Job Server, and the Destination Server.
Services that interact with the Program Job Server

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Services that interact with the Report Job Server

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Services that interact with the Destination Server

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Services that interact with the Web Intelligence Job Server and the Web Intelligence Report Server
For viewing requests
The viewing processing services are:
· Cache Server
The Cache Server is responsible for handling report viewing requests from the DHTML, ActiveX, and Java viewers. It
checks whether or not it can fulfill the request with a cached report page. If not, it passes the request to the Page
Server. The Cache Server stores Encapsulated Page Format (.EPF) and Encapsulated Tree Format (.ETF) files for a
defined period of time.
Note: .EPF and .ETF are both proprietary formats that can only be read by the crpe32.dll print engine in BusinessObjects
Enterprise.
· Page Server
The Page Server is responsible for responding to page requests by processing reports and generating Encapsulated
Page Format (.EPF) pages .The Page Server retrieves data for the report from the latest instance or directly from that
database. After it has generated the report and converted it to .EPF, the Page Server then sends the .EPF file to the
Cache Server.
The diagrams below show which BusinessObjects Enterprise services interact with the Cache Server and the Page
Server.

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Services that interact with the Cache Server.

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Services that interact with the Page Server.
For Crystal Reports Explorer and Advanced DHTML requests
Report Application Server
The Report Application Server (RAS) processes all requests from the Advanced DHTML viewer, as well as requests
from users who modify reports over the web using the Crystal Reports Explorer application.
The diagram below shows which BusinessObjects Enterprise services interact with the RAS.

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Services that interact with the Report Application Server(RAS)
Practice
Activity: Defining the applications and servers
Objective
· Define the client applications in BusinessObjects Enterprise
· Define the servers in BusinessObjects Enterprise
Instructions
· For this activity, you will need to access the resource CD that accompanies the training guide.
· There are three flash exercises:
· Defining applications
· Hangman
· Defining servers
· The resource CD contains an HTML file called applications_servers.html which links to all three exercises.
Note: The instructions are integrated into the exercise.

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Information process flows in BusinessObjects Enterprise
Introduction
The purpose of this unit is to explain process flows in BusinessObjects Enterprise.
After completing this unit, you will be able to describe:
· How information flows and how servers interact in BusinessObjects Enterprise.
Process flows
When certain tasks are performed in BusinessObjects Enterprise, such as logging in, scheduling a report, or viewing a
report, information flows through the system and the various servers communicate with each other.
The following section describes some of the process flows, step by step, as they would happen in the BusinessObjects
Enterprise system.
Log in to BusinessObjects Enterprise
1 The web client sends the schedule request in a URL typically via the web server to the web application server.
2 The web application server interprets the .jsp page and the values sent in the URL request and determines that the
request is a login request. The web application server sends the username, password, and authentication type to the
specified CMS for authentication.

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3 The CMS validates the username and password against the appropriate database (in this case BusinessObjects
Enterprise authentication would be authenticated against the system database). Upon successful validation, the CMS
creates a session for the user in its own memory.
4 The CMS sends a response to the web application server to let it know that the validation was successful. The web
application server generates a logon token for the user session in its memory. For the rest of this session, the web
application server uses the logon token to validate the user against the CMS.
5 The web application server formats the response to send to the client. The web application server sends the response
back to the user's machine where it is rendered in the web client.
Note: If the .csp request is directed to the web application server the Web Component Adapter is then involved
View a report on demand
2 The web application server interprets the requested page and the values sent in the URL request and determines that it is
a request to view the first page of the selected report object.
3 The web application server sends a request to the CMS to ensure that the user has rights to view the object. The CMS
checks the system database to verify the user rights.
4 The CMS sends a response to the web application server to confirm the user has sufficient rights to view the object.
5 The web application server sends a request to the Cache Server requesting the first page of the report object.
6 The Cache Server checks to see if the page already exists. Unless the report meets the requirements for On Demand
report sharing (within 15 minutes of another On Demand request, same rights, DB login, parameters), the Cache Server
sends a request for the Page Server to generate the page.
7 The Page Server requests the report instance from the Input File Repository Server. The Input File Repository Server
streams a copy of the instance to the Page Server. The Page Server opens the report in its memory and checks to see
if the report contains data.

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8 Since a report object does not have data, the Page Server connects to the Database to query for data. The Database
returns data to the Page Server. The Page Server processes the report and then generates the first page of the report.
The Page Server holds the report in temp files in memory until it reaches a 60 minute idle time. The temp files are then
deleted from memory.
9 The Page Server sends the .epf page to the Cache Server. The Cache Server stores a copy of the .epf page in its cache
directory.
10 The Cache Server sends the .epf page to the web application server. (If the DHTML viewer is used, the web application
server converts the .epf to DHTML.)
11 The web application server sends the .epf page to the web server. The web server sends the .epf page to the user's
machine where it is rendered in the viewer on the web client.
Schedule a report
1 The web client sends the view request in a URL typically via the web server to the web application server.
2 The web application server interprets the .jsp page and the values sent in the URL request and determines that the
request is a schedule request. The web application server sends the schedule time, database login values, parameter
values, destination, and format to the specified CMS.
3 The CMS ensures that the user has rights to schedule the object. If the user has sufficient rights, the CMS adds a new
record to the system database. The CMS also adds the instance to its list of pending schedules.
View a report instance (Active X viewer)

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a request to view the first page of the selected report instance. The web application server sends a request to the CMS
to ensure that the user has rights to view the instance.
3 The CMS checks the system database to verify the user rights.
4 The CMS sends a response to the web application server to confirm the user has sufficient rights to view the instance.
5 The web application server sends a request to the Cache Server requesting the first page of the report instance.
6 The Cache Server checks to see if the page already exists. If the page does exist, the Cache Server can return the page
to the web application server. If the page does not exist, the Cache Server sends a request for the Page Server to
generate the page.
7 The Page Server requests the report instance from the Output File Repository Server. The Output File Repository Server
streams a copy of the instance to the Page Server. The Page Server opens the report in its memory and checks to see
if the report contains data. Since an instance has data, the Page Server will find data and generate pages. The Page
Server holds the report in temp files in memory until it reaches a 60 minute idle time. The temp files are then deleted
from memory.
8 The Page Server sends the .epf page to the Cache Server. The Cache Server stores a copy of the .epf page in its cache
directory.
9 The Page Server sends the .epf page to the web application server. (If the DHTML viewer is used, the web application
server converts the .epf to DHTML.)
10 The web application server sends the .epf page to the web server. The web server sends the .epf page to the user's
machine where it is rendered in the ActiveX viewer in the web client.
View a Web Intelligence document on demand

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a request to view a Web Intelligence report.
5 The web application server sends a request to the Web Intelligence Report Server requesting the report.
6 The Web Intelligence Report Server requests the report from the Input File Repository Server. The Input File Repository
Server streams a copy of the report to the Web Intelligence Report Server. The Web Intelligence Report Engine opens
the report in its memory. The QT.dll generates the SQL from the universe that the report is based on.
7 The Connection Server connects to the database to run the query. The query data is passed through QT.dll to the Report
Engine where the report is processed.
8 The Web Intelligence Report Server sends the finished report to the web application server.
9 The web application server sends the finished report to the web server. The web server sends the finished report to the
user's machine where it is rendered in the web client.
Process a Web Intelligence instance

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1 The CMS checks its pending schedule list every 15 seconds. When the CMS finds a report that is ready to be scheduled,
the CMS evaluates whether there is an available Web Intelligence Job Server. The CMS sends the schedule request
along with the report location and other processing information to the Web Intelligence Job Server.
2 The Web Intelligence Job Server forwards the request to the Web Intelligence Report Server.
3 The Web Intelligence Report Server requests the report from the Input File Repository Server. The Input File Repository
Server streams a copy of the report to the Web Intelligence Report Server. The Web Intelligence Report Engine opens
the report in its memory. The QT.dll generates the SQL from the Universe that the report is based on.
4 The Connection Server connects to the database to run the query. The query data is passed through QT.dll to the Report
Engine where the report is processed.
5 The Web Intelligence Report Server sends the finished report to the Output File Repository Server.
6 The Web Intelligence Report Server notifies the Web Intelligence Job Server that the instance was a success.
7 The Web Intelligence Job Server updates the instance status to the CMS.
8 The CMS updates the instance record in the system database to change the instance status to Success.
View an OLAP Intelligence instance

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a request to view an OLAP Intelligence report object.
5 The web application server sends a request to the Input File Repository Server to retrieve a copy of the OLAP Intelligence
report. The Input File Repository Server streams a copy of the OLAP Intelligence report to the web application server.
The web application server opens the report in its memory.
6 If using the DHTML OLAP Intelligence report viewer, the web application server connects to the OLAP server to request
the view of data. The OLAP server returns the view of data to the web application server. The web application server
formats the data into a DHTML page.
7 The web application server forwards the DHTML page to the web server. The web server sends the DHTML page to the
user's machine where it is rendered on the web client.
Practice
Activity: Identifying process flows
Objective
· Identify information process flows in BusinessObjects Enterprise.

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Instructions
· For this activity, you need to access the resource CD that accompanies the training guide.
· There are seven flash exercises. Each exercise matches a process flow discussed in the Information process flows in
BusinessObjects Enterprise unit.
· The resource CD contains an HTML file called process_flows.html which links to all seven exercises.
Note: The instructions are integrated into the exercises
Lesson Summary
Review
Quiz: BusinessObjects Enterprise Architecture
1 What are the four groups of BusinessObjects Enterprise services?
2 What is the Central Management Server, and what role does it play in BusinessObjects Enterprise?
3 Which two servers are responsible for storing objects and object instances?
4 List the services involved when viewing a report, and the services involved when viewing a report instance. What
inferences can you make about viewing instances instead of reports?
View Report View Report Instance
Summary
After completing this lesson, you are now able to describe:
· BusinessObjects Enterprise client applications
· The BusinessObjects Enterprise services
· The process to log on to BusinessObjects Enterprise
· The process to schedule a Crystal report
· The process to view a Crystal report instance
· The process to view a Web Intelligence document on demand
· The process to view a Web Intelligence instance
· The process to view an OLAP Intelligence instance

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Lesson 3
Planning Your Content
To ensure your BusinessObjects Enterprise system meets user requirements in an efficient and effective manner, plan the content
requirements before deploying.This lesson takes you through the steps to plan an effective content management strategy.
In this lesson you will learn about:
· The BusinessObjects Enterprise security model
· Creating a content plan
The BusinessObjects Enterprise security model
Introduction
BusinessObjects Enterprise provides a sophisticated security model that enables system administrators to manage and secure
content. Understanding how BusinessObjects Enterprise works ensures you will create a content plan that meets the security needs
of your organization.
· Define the BusinessObjects Enterprise security model
· Describe access levels for content
· Distinguish between global and group/user rights
· Describe how objects inherit rights
· Calculate effective rights
· Summarize security guidelines
· Use categories to enhance organization of content
Overview of the BusinessObjects Enterprise security model
The BusinessObjects Enterprise security model uses a series of rights to manage user access to secure content and manage users'
access to folders, categories, and objects. When granted, each right provides a user or group with permission to perform a particular
action.
Understanding the BusinessObjects Enterprise security model will enable you to map out a content management strategy for your
organization. This strategy will outline the objects to be published to BusinessObjects Enterprise, the users and groups who have
access to the objects, and the level of access that users need.
Folders and Categories
Content in BusinessObjects Enterprise can be organized into folders and categories.
Folders are the primary method of organizing content. Every report or document must reside in a folder. A report or document can
only reside in one folder. Object level rights are either set explicitly for the object or inherited from the folder in which the object
resides.

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