Pre-Con Education: Building ITSM Reports and Dashboards with CA Business Intelligence Tools

Pre-Con Education: Building ITSM
Reports and Dashboards with
CA Business Intelligence Tools
Christophe Trinquet
IT Service Management
CA Technologies
Principal Engineering Services Architect, SM SWAT
DO5X97E
#CAWorld
#ITSM

2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of
warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
Terms of this Presentation

Abstract
Learn how to build reports and dashboards in CA Service
Management using out-of-the-box capabilities of CA
Business Intelligence tools - BusinessObjects XI (a.k.a.
BOXI) or CA Business Intelligence (a.k.a CABI). Understand
how to add business value and IT relevancy through
creating and proving analysis everyone can use.
Christophe
Trinquet
CA Technologies
Principal Engineering
Services Architect, SM
SWAT TEAM

Agenda
CA BUSINESS INTELLIGENCE (CABI)
CABI REPORTING COMPONENTS
CABI SDM ARCHITECTURE
AD HOC REPORTS WITH WEB INTELLIGENCE
DEMONSTRATION
1
2
3
4
5

CA Business Intelligence (CABI)

CA Business Intelligence
CA Business Intelligence (CA BI) is an enterprise reporting infrastructure that enables
you to create, maintain, store, schedule, and distribute reports for CA Service Desk
Manager (CA SDM) users and roles. BusinessObjects Enterprise XI, Release 2 and its
associated tools, coupled with BusinessObjects Crystal Reports 2013 are the backbone
of the architecture. BusinessObjects Enterprise tools are contained in a CA SDM
created package, merging CA SDM reporting essentials into an industry leading
business intelligence framework.
Note: Although Crystal reports are delivered as the primary component of CA BI, the report creation and maintenance tool, Crystal Reports 2013, is
not delivered. Crystal Reports 2013 is a separately licensed product that can be purchased from BusinessObjects and used in conjunction with CA BI

CABI Technical Overview
 CA Business Intelligence (CABI) is a set of reporting and analytic software that various CA
Technologies products use to present information and support business decisions
 CABI installs SAP BusinessObjects Enterprise as a stand-alone component
 CABI installation runs independently of any CA Technologies products, allowing various CA
Technologies products to share Business Intelligence services
 CABI for CA Service Management only supports Microsoft Windows OS

Reporting Components
 CA SDM Database/ Domsrvr / ODBC Driver -- Report data is stored in a SQL Server or Oracle CA SDM database.
 BusinessObjects reporting applications (Crystal Reports and Web Intelligence) access the database using an ODBC driver
that connects directly with the CA SDM object engine (domsrvr). All CA SDM security, including data partition and tenancy
restrictions, is automatically applied to reports.
 Central Management Server -- The Central Management Server (CMS) is the central repository that stores all objects used in
every reporting process.
 Central Management Console -- The Central Management Console (CMC) is the main administrative facility for
BusinessObjects. It provides access to all BusinessObjects administration functions. Using the CMC, you can deploy reports
and assign user access and folder permissions for Business Intelligence Launch Pad.
 BusinessObjects Universe -- The universe provides a business representation of a data warehouse or transactional database.
It describes the classes (tables) and objects (columns) which are used in reports. The CA SDM universe is installed and
configured during the installation. At the completion of the installation, the universe connection is assigned to various
groups and users in CA SDM.

Reporting Components (Cont.)
 Universe Design Tool -- It is a tool in BusinessObjects Enterprise that lets you modify the CA SDM Universe, which is a
metalayer between CA SDM schema, and BusinessObjects reporting tools. The Import/Export Wizard facilitates object
population or extraction within the CMS.
 Default Predefined Reports -- Predefined reports are web-based CA SDM and Knowledge Management reports developed
with either BusinessObjects Web Intelligence (WebI) or Crystal Reports. The reports can be used as models for defining site-
specific reports.
 Business Intelligence Launch Pad -- Business Intelligence Launch Pad is a web interface that allows authorized CA SDM
users to interact with web-based predefined reports by viewing, running, and scheduling report types including, but not
limited to, WebI and Crystal Reports. Reports are contained in folders in the public section in Business Intelligence Launch
Pad.
 Ad Hoc Reports -- Ad hoc reports are created and administered from Business Intelligence Launch Pad using a WebI plugin-
based interface. This tool is intended for users who want to create basic reports easily without writing queries.

SDM Server
CA
SDM
MDB
End user
CABI – CA SDM Architecture: Normal Scenario
Reports Tab
CABI Server
CABI
CMS
DB
CA SDM JAVA
Servlet Engine
CMS/InfoView
Trusted Auth.
Universe
CA SDM ODBC
Client
CA SDM ODBC
Server
ODBC
Web Engine/
DOMSRVR
CA

CABI – Virtual Flow of Data when running a CABI Report
 Each color in this list can represent a separate physical server:
• Reports are tied to a Universe
• Universe is tied to a Universe Connection
• Universe Connection is configured as an ODBC Data Source
• ODBC data source points to ODBC Server
• ODBC server connects to a DOMSRVR
• DOMSRVR talks to BPVIRTDB
• BPVIRTDB talks to a SQL Agent
• SQL Agent connects to a MDB database server

SDM Server
CA
SDM
MDB
End user
CABI – CA SDM Architecture: Offline Reporting Scenario
(Recommended)
Reports Tab
CABI Server
CABI
CMS
DB
CA SDM JAVA
Servlet Engine
CMS/Infoview
Trusted Auth.
Universe
SDM ODBC
Client
5
CA SDM ODBC
Server
Web Engine/
DOMSRVR
Offline
MDB
SDM Reporting
SDM ODBC
Server
Replication
Boplgin/
WebEngine/
domsrvr
CA

Ad Hoc Reports with Web Intelligence

BusinessObjects Web Intelligence
This web-based report creation tool is used for modifying and
creating Web Intelligence (WebI) reports. You can access the
WebI tool through the Business Intelligence Launch Pad
interface. Administrative permissions for the WebI and Business
Intelligence Launch Pad tools are available within CA Business
Intelligence, specifically using the BusinessObjects Central
Management Console (CMC) tool.

BI LaunchPad (Infoview)

Ad Hoc Report Modification
Reports are shipped with CA Service Management 14.1:
 (For CA SDM) Crystal Reports and Web intelligence
reports
 (For CA Service Catalog and CA Asset Portfolio
Management) Web Intelligence reports
Before you modify the reports, ensure that you have
followed these prerequisites:
 Installed Crystal Reports 2013 Designer on the machine
where CA Business Intelligence Release 4.1 SP3 Client
Tools are installed.
 Completed CA Business Intelligence Configuration for
CA SDM using the CA Service Management Installer.
 CABI Reports are located in Folders Public Folders
CA ReportsCA Service Management

AdHoc Report Creation
3 Steps:
 Universe Selection
 Query
 Design

Universe
 Out of the box, one
Universe per Product

Query
 Drag and drop the objects from
the Data tab (left pane) to the top
right pane under Results Objects.
– The object appears in the Result
Objects pane
 Drag and drop the fields to the
bottom right panel under Query
Filters. Select comparison
operators

Design

Publication and Scheduling
 Instance Title
 Recurrence (daily, weekly, monthly…)
 Formats (webi, Excel, csv, pdf, plain text)
 Caching
 Events
 Scheduling Server Group
 Destinations

Results
In this session you learned what is CA Business Intelligence and its
components, how to use the potential of CABI and how to easily modify and
create CA Service Management Ad Hoc reports from a white page to their
publication.
Summary

Q & A

Recommended Sessions
SESSION # TITLE DATE/TIME
DO5X103E Advanced Reporting and Dashboards with Xtraction
11/16/2015 at 3:00 pm
Breakers E
DO5X105E
Get the Most Out of CA Service Management Unified
Self-service
11/16/2015 at 5:00 pm
Breakers E
DO5X95E What's New in CA Service Management
11/17/2015 at 3:30 pm
Breakers E

Must-See Demos
Let Analysts
Help People
CA Service Desk
Manager
Theater 5
Make IT Simple
with ITSM
CA Service Catalog &
Unified Self-service
Theater 5
ITSM Designed
for Humans
CA Service
Management
Theater 5
Dashboards for
Better ITSM
Xtraction for CA
Service Management
Theater 5

Follow Conversations At…
Smart Bar
CA Service
Management
Theater 5
(Wed & Thurs)
Tech Talks
Mobile ITSM: Analysts
& Business Consumers
Theater 5
DO5T31T 2:00 PM (Thurs)

For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15

Pre-Con Education: Building ITSM Reports and Dashboards with CA Business Intelligence Tools

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Pre-Con Education: Building ITSM Reports and Dashboards with CA Business Intelligence Tools