Crystal Analysis® Professional 9
Installation Guide
Crystal Decisions, Inc.
895 Emerson St.
Palo Alto
California, USA 94301
Copyright © 2003 Crystal Decisions, Inc., 895 Emerson St., Palo Alto, California,
USA 94301. All rights reserved.
Issue 1.
No part of this documentation may be stored in a retrieval system, transmitted or
reproduced in any way, except in accordance with the terms of the applicable
software license agreement. This documentation contains proprietary information
of Crystal Decisions, Inc., and/or its suppliers.
Trademark Acknowledgements
Crystal Decisions, Crystal Reports, Crystal Enterprise, Crystal Analysis, Crystal
Services, Crystal Care, Crystal Assist, Crystal Applications, Info and Holos are
trademarks or registered trademarks of Crystal Decisions, Inc. in the U.S. and/or
other countries. Microsoft, SQL Server and Excel are registered trademarks of the
Microsoft Corporation in the U.S. and/or other countries. All other trademarks or
registered trademarks referenced are the property of their respective owners.
Contents
Chapter 1: Introduction
About this guide ................................................................................ 2
Target audience .................................................................................................... 2
Chapter contents ................................................................................................... 2
Product registration .......................................................................... 3
Crystal Care technical support .......................................................... 4
Crystal Training ................................................................................. 4
Crystal Consulting ............................................................................. 4
Chapter 2: About Crystal Analysis
Crystal Analysis components ............................................................. 6
Client components described ................................................................................ 6
Server components described ................................................................................ 7
Component installation configurations ............................................. 8
Scenario 1: Viewing analytic applications in a browser ......................................... 8
Scenario 2: Viewing analytic applications on the desktop ..................................... 8
Scenario 3: Designing analytic applications .......................................................... 8
Scenario 4: Designing and publishing analytic applications .................................. 8
Considerations and requirements .................................................... 10
Supported client platforms .................................................................................. 10
Supported data sources ....................................................................................... 10
Supported browsers ............................................................................................. 10
Supported Web Servers ....................................................................................... 11
Minimum system requirements ............................................................................ 11
Crystal Analysis Professional Installation Guide iii
Chapter 3: Installing Crystal Analysis
Installation Overview ...................................................................... 14
Main installation types ........................................................................................ 14
Starting the installation ................................................................... 16
OLAP Support ................................................................................. 18
Continuing a Custom installation .................................................... 19
Registering Crystal Analysis ............................................................ 20
Installing sample data ..................................................................... 21
Configuring the Rich Client ............................................................. 22
Modifying Essbase and DB2 support for Rich Client ....................... 24
Installing web server support under UNIX ...................................... 25
Chapter 4: Adding or Removing Components
Overview ........................................................................................ 28
Adding components ........................................................................ 28
Removing components .................................................................... 30
Repairing Crystal Analysis ............................................................... 31
Uninstalling Crystal Analysis ........................................................... 32
iv Crystal Analysis Professional Installation Guide
Introduction 1
Welcome to the Crystal Analysis Professional Installation
Guide.
Crystal Analysis lets you create and view analytic
applications on the desktop. Using Crystal Enterprise, you
can also publish analytic applications for web distribution.
This guide explains how to install Crystal Analysis, and
extend an existing Crystal Enterprise installation to enable
it to distribute analytic applications. You must install some
server components to enable Crystal Enterprise to
distribute analytic applications.
You do not need to install Crystal Enterprise on the local
computer to distribute analytic applications. You can use
Crystal Enterprise on any computer in the network, as long
as you have installed the server components to that
computer.
In this guide we assume that you have already installed
Crystal Enterprise. For a description of the Crystal
Enterprise components and installation instructions, see
the Crystal Enterprise Installation Guide.
The installation CD includes some sample data for the
tutorials.
Crystal Analysis Professional Installation Guide 1
About this guide
About this guide
This guide provides you with information about installing Crystal Analysis,
including detailed descriptions of the installation modes.
Target audience
This guide is intended for the designers of analytic applications. You need
administrator rights to install Crystal Analysis and Crystal Enterprise.
If your installation of Crystal Enterprise uses a UNIX web server, you will need
appropriate privileges to stop and start the web server. You will also need write
permission on the Crystal Enterprise installation directory. Depending on how
your site is set up, this may require superuser (root) privileges.
Chapter contents
The following is a short description of each chapter in this guide.
Chapter 1: Introduction
This chapter describes provides an overview of this guide. It also describes how to
register the product and how to obtain technical support.
Chapter 2: About Crystal Analysis
This chapter describes the components of Crystal Analysis and provides several
installation scenarios to help you decide which installation is right for you.
Chapter 3: Installing Crystal Analysis
This chapter tells you how to install Crystal Analysis Professional. It describes the
four installation types available: Desktop Client, Web Components, Complete and
Custom.
It also describes how to install the web server support for a web server running
under UNIX.
Chapter 4: Adding or Removing Components
This chapter tells you how to add or remove components from an existing Crystal
Analysis Professional installation.
2 Crystal Analysis Professional Installation Guide
Product registration
There are several ways you can register your product:
• Use the Registration Wizard that is accessible from the Application Designer
Help menu.
• Fill out the Product Registration form on the Crystal Decisions web site at:
http://www.crystaldecisions.com/register
• Print the Product Registration form and then fax it to the Registration Fax
number closest to you. Crystal Decisions will then fax you a registration
number that can be entered into the product the next time you use it.
Registration Fax Numbers
USA/Canada +1 (604) 681-5147
United Kingdom +44 (0) 20 8231 0601
Australia +6 2 9955 7682
Germany +49 (0) 69 9509 6182
Hong Kong +852 2893 2727
Singapore +65 777 8786
Registration is required to access online or telephone technical support. In
addition, registering the product will ensure that you are kept up to date with
product advancements.
1: Introduction
Crystal Analysis Professional Installation Guide 3
Crystal Care technical support
Crystal Care technical support
To find out about the technical support programs available for Crystal Analysis:
• Consult the enclosed Crystal Care information card.
• Go to our support web site at:
http://support.crystaldecisions.com/crystalcare/
• Contact your regional office. For details, go to:
http://www.crystaldecisions.com/contact/offices.asp
Crystal Training
Whether you're a developer, information technology professional or business user,
we offer a wide range of Crystal Analysis training courses designed to build or
enhance your existing skills. Courses are available online, at certified training
centers or at your own site.
• For a complete list of training courses and special offers, visit:
www.crystaldecisions.com/training
• Or contact your regional office. For details, go to: http://
www.crystaldecisions.com/offices
Crystal Consulting
http://
Our global team of certified consultants and consulting partners can guide you
through a corporate-wide solution-including strategy, design, integration and
deployment-for the fastest results, maximum performance and increased
productivity.
• To learn more, visit
• Or contact your regional office. For details, go to: http://
www.crystaldecisions.com/offices
4 Crystal Analysis Professional Installation Guide
http://www.crystaldecisions.com/consulting
About Crystal Analysis 2
This chapter describes the components of Crystal Analysis
and provides several installation scenarios to help you
decide which installation is right for you.
Crystal Analysis Professional Installation Guide 5
Crystal Analysis components
Crystal Analysis components
A full Crystal Analysis installation consists of the following components:
• Application Designer
• Crystal Publishing Wizard
• Crystal Analysis Add-in
• Automated Process Scheduler (APS) Add-on
• Web Component Server (WCS) Add-on
• Rich Client
• Web Server support
The first three are client components. The remaining four are server components,
although the Rich Client is a special case as it is an ActiveX control that gets copied
from server to client computers upon request. Most of the server components
extend an existing Crystal Enterprise installation so that you can publish analytic
applications to the Web.
Client components described
Application Designer
The Application Designer enables you to design desktop analytic applications.
You can distribute these applications as CAR files, in which case users will require
the Application Designer to view them. Alternatively, you can publish
applications using Crystal Enterprise. Users can then view applications in a Web
browser.
Four Application Designer Experts are also included, to help you create some
standard business analytic applications. You choose the type of application to
create, then the Expert guides you through the steps involved in creating the
application.
Crystal Publishing Wizard
The Crystal Publishing Wizard is used to save an analytic application to the
Automated Process Server (APS). When users view reports in HTML format, the
Crystal Enterprise WCS is responsible for converting the application to HTML
format.
Note: This Publishing Wizard publishes analytic applications to the Web. The
Publishing Wizard that is installed as part of Crystal Enterprise publishes Crystal
reports to the Web.
6 Crystal Analysis Professional Installation Guide
Crystal Analysis Add-in
The Crystal Analysis Add-in is a component that allows you to use Microsoft®
Excel™ to view and analyze OLAP data. If you choose to install the add-in, it
automatically becomes available for use when you next start Excel.
Server components described
These components extend an existing Crystal Enterprise installation so that you
can publish analytic applications to the Web. The complexity of the installation
depends on the Crystal Enterprise installation.
For a description of the Crystal Enterprise components and installation
instructions, see the Crystal Enterprise Installation Guide.
Web Component Server add-on
This add-on enables the Crystal Enterprise Web Component Server to distribute
analytic applications. You must install this on the computer on which the Web
Component Server is installed.
Automated Process Scheduler add-on
This add-on enables analytic applications to be published to the Crystal Enterprise
APS. You must install this on the computer on which the APS is installed.
2: About Crystal Analysis
Rich Client
The Rich Client gets downloaded to a user’s computer the first time they view an
analytic application that has been specifically set up to use it. It provides an
alternative to the zero client for viewing applications over the Web.
Web Server support
This add-on provides a Crystal Enterprise Web Connector for analytic
applications. You must install this on the computer on which the Web server is
installed.
Crystal Analysis Professional Installation Guide 7
Component installation configurations
Component installation configurations
Here are some scenarios to help you choose the configuration that is best for you.
Scenario 1: Viewing analytic applications in a browser
Users can view analytic applications in a Web browser, using either the Zero Client
or the Rich Client. See “Supported browsers” on page 10 for details.
Scenario 2: Viewing analytic applications on the desktop
To enable a user to view analytic applications on the desktop, you need to install
the Application Designer on the user’s computer. A “Desktop Client” installation
will install all the client components on one computer. See “Desktop Client” on
page 14.
Note: A user will also need access rights to the cubes used in the applications and
to PTS if connecting to MS OLAP.
Scenario 3: Designing analytic applications
To enable you to design analytic applications, you should perform a “Desktop
Client” installation to install all the client components on your computer. See
“Desktop Client” on page 14.
Scenario 4: Designing and publishing analytic applications
To enable you to design analytic applications, you should install all the Crystal
Analysis client components on your computer. To publish analytic applications,
you have to extend an existing Crystal Enterprise by installing the server
components.
To extend an existing Crystal Enterprise Standard installation, you should install
the server components on the Crystal Enterprise Standard computer. Crystal
Enterprise Standard installs all the Crystal Enterprise components onto one
computer.
Crystal Enterprise Professional enables you to perform a custom installation, which
may mean that the APS, WCS and Web connectors are installed on different
computers. To extend an existing Crystal Enterprise Professional installation, you
should install each server component (APS add-on, WCS add-on and Web server
support) to the corresponding computers.
Note: The WCS computer will also need access rights to the cubes used in the
applications.
8 Crystal Analysis Professional Installation Guide
2: About Crystal Analysis
Crystal Analysis and Crystal Enterprise Standard on one computer
If you want Crystal Analysis to be installed on the same computer as Crystal
Enterprise Standard:
• Carry out a “Complete” installation.
• Or, carry out a full “Custom” installation.
• Or, if a “Desktop Client” installation has already been carried out in order to
install the client components, add the server components. See “Adding or
Removing Components” on page 27.
Crystal Analysis and Crystal Enterprise Standard on different computers
If you want Crystal Analysis to be installed on a different computer to Crystal
Enterprise Standard:
• On your computer, perform a “Desktop Client” installation to install the client
components.
• On the Crystal Enterprise Standard computer, perform a “Web Components”
installation to install the server components.
Crystal Analysis and Crystal Enterprise Professional
To install Crystal Analysis to work with a custom Crystal Enterprise Professional
installation, you may need to perform several installations.
• On your computer, perform a “Desktop Client” installation to install the client
components.
• On each computer that has Crystal Enterprise Professional components
installed, perform “Custom” installation to install the relevant server
components.
Note: You can also install Crystal Analysis using the “Custom” installation. If you
want to install Crystal Analysis to a computer that has the WCS installed, for
example, you do not need to perform a “Desktop Client” installation. You can use
a “Custom” installation to install Crystal Analysis and the WCS add-on at the
same time.
See “Desktop Client” on page 14, “Web Components” on page 14 and “Custom”
on page 15.
Crystal Analysis Professional Installation Guide 9
Considerations and requirements
Considerations and requirements
This section contains information about installation requirements and factors you
should consider before implementing Crystal Analysis.
Supported client platforms
• Microsoft Windows NT 4 Workstation (SP 6a)
• Microsoft Windows NT 4 Server (SP 6a)
• Microsoft Windows 98 SE
• Microsoft Windows 2000 Professional SP2
• Microsoft Windows 2000 Professional SP3
• Microsoft Windows 2000 Server SP2
• Microsoft Windows 2000 Server SP3
• Microsoft Windows Me
• Microsoft Windows XP Professional
Supported data sources
The following data sources are supported:
• Microsoft PivotTable® Service (such as: Office 2000 SR1, Office XP or a PTS
Client)
• Microsoft® SQL Server™ 7.0 OLAP Services (SP 2, SP 3)
• Microsoft
• SAP Business Information Warehouse (SAP BW) 2.0B (Oracle 8.1.6.1)
• SAP Business Information Warehouse (SAP BW) 3.0B (MS SQL 2000 SP2)
Note: SAP BW connectivity is available as a separate add-on to Crystal
Analysis. Please contact Crystal Decisions for further details.
• Crystal Holos 8.5
• Crystal Holos 9.0
• DB2 OLAP 8.1
• DB2 7.1.7, 7.1.6, 7.1.5, 7.1.4
• DB2 7.1.3, 7.1.1, 7.1.0
• Essbase 6.5
• Essbase 6.1.7, 6.1.4, 6.1.3a, 6.1.2
• Essbase 6.03, 6.0.2, 6.0.1, 6.0
®
SQL Server™ 2000 Analysis Services (SP 1, SP 2)
Supported browsers
The following Windows browsers are supported:
• Microsoft Internet Explorer version 5.5 (SP 2)
• Microsoft Internet Explorer version 6.0
• Netscape version 7
10 Crystal Analysis Professional Installation Guide
Supported Web Servers
With Crystal Enterprise, you can publish analytic applications to these web
servers:
• Microsoft IIS 6.0 (ISAPI & CGI on Windows)
• Microsoft IIS 5.1 (ISAPI & CGI on Windows)
• Microsoft IIS 4.0 (ISAPI & CGI on Windows)
• Netscape Web Server Enterprise 6.0 SP3 (NSAPI & CGI on Windows and
Solaris)
• iPlanet Enterprise Server 4.1 SP10 (NSAPI & CGI on Windows & Solaris)
• Apache 1.3.26 (ASAPI & CGI on Solaris and Linux)
• Lotus Domino 5.0.11 (DSAPI & CGI on Windows, CGI only on Solaris)
• IBM HTTP 1.3.19.3 (ASAPI & CGI)
Minimum system requirements
Crystal Analysis has the following minimum installation requirements.
Drill through is currently only available when running Microsoft SQL Server 2000
Analysis Services and a Microsoft SQL Server 2000 data source. However, Crystal
Holos 8.5 supports drill-through for base-level members.
Full stand-alone installation (all components on one computer)
• Pentium class processor
• Microsoft Windows NT 4 SP 6a, Windows 2000
• Microsoft Internet Explorer 5.5 SP2, or above
• A supported Web server. See “Minimum system requirements” on page 11.
• Crystal Enterprise Standard or Professional
• 128 MB RAM minimum—256 MB is recommended
• Approximately 140 MB free disk space.
• A supported data source. See “Supported data sources” on page 10.
2: About Crystal Analysis
Client installation (Application Designer)
This minimum configuration is required to create and view desktop analytic
applications.
• Pentium class processor
• A supported Windows platform. See “Supported client platforms” on page 10.
• Microsoft Internet Explorer 5.5 SP2, or above
• Approximately 100 MB free disk space.
• A supported data source. See “Supported data sources” on page 10.
Crystal Analysis Professional Installation Guide 11
Considerations and requirements
Client Web browser
This is the minimum configuration for a machine using Web applications. None of
these components are supplied with Crystal Analysis.
• A supported Windows platform. See “Supported client platforms” on page 10.
• A supported browser. See “Supported browsers” on page 10.
APS add-on, WCS add-on, and Web server support installation
These are the Crystal Analysis components that you add to a Crystal Enterprise
installation to distribute analytic applications.
• Microsoft Windows NT 4 SP 6a, Windows 2000
• A supported Web server. See “Minimum system requirements” on page 11.
• Crystal Enterprise Standard or Professional
• A supported data source on each computer running a WCS. See “Supported
data sources” on page 10.
• Approximately 60 MB free disk space.
12 Crystal Analysis Professional Installation Guide
Installing Crystal Analysis 3
This chapter tells you how to install Crystal Analysis
Professional for the first time. It describes the four
installation types available when installing under
Windows: Desktop Client, Web Components, Complete
and Custom.
It also describes how to install the web server support for a
UNIX web server.
Crystal Analysis Professional Installation Guide 13
Installation Overview
Installation Overview
This section gives you general information on the installation process. For quick
step by step instructions, See “Starting the installation” on page 16.
Main installation types
Crystal Analysis installation wizard offers a number of options for installing and
configuring the software to meet your company’s needs. The wizard lets you pick
from four installation types: Desktop Client, Web Components, Complete and
Custom. These options all install Crystal Analysis components under Windows. If
the web server is running on a UNIX computer, see “Installing web server support
under UNIX” on page 25.
Desktop Client
This option installs the client components necessary for running Crystal Analysis.
This installation type does not install any server components for publishing
analytic applications to Crystal Enterprise, as these have to be installed on the
Crystal Enterprise computer. To install the client and server components on one
computer, use the “Complete” option.
Note: You can publish analytic applications using any Crystal Enterprise
installation that has the Crystal Analysis server components installed. You will
also need publishing rights in Crystal Enterprise.
The following items can be installed when this type is selected:
• Application Designer
• Crystal Publishing Wizard
• Crystal Analysis Add-in
• Help files
For a description of each component, see “Crystal Analysis components” on
page 6.
Web Components
This option adds all the Crystal Analysis server components to an existing Crystal
Enterprise implementation. If you have a Crystal Enterprise Professional
installation in which the APS, WCS and web server are not all on one computer,
use the “Custom” option to install the server components separately.
The following items are installed when this type is selected:
• Web Component Server (WCS) add-on
• Automated Process Scheduler (APS) add-on
• Rich Client
• Web Server support
• Custom Web chart files
14 Crystal Analysis Professional Installation Guide
3: Installing Crystal Analysis
For a description of each component, see “Crystal Analysis components” on
page 6.
Complete
This option adds all the Crystal Analysis components (server and client) to one
computer. The computer must already have a complete Crystal Enterprise
installation on it.
Once you have carried out a Complete installation on the computer, you can use it
to both design analytic applications and publish them to Crystal Enterprise.
The following items are installed when this type is selected:
• Application Designer
• Crystal Publishing Wizard
• Crystal Analysis Add-in
• Automated Process Scheduler (APS) Add-on
• Web Component Server (WCS) Add-on
• Rich Client
• Web Server support
• Help files.
For a description of each component, see “Crystal Analysis components” on
page 6.
Custom
This option lets you choose from a list of individual Crystal Analysis components,
both client and server. You can customize your installation to meet specific site or
resource requirements. To install Crystal Analysis to work with a custom Crystal
Enterprise Professional installation, you may need to perform several installations.
To install the Crystal Analysis server components, perform a “Custom”
installation on each computer that has Crystal Enterprise Professional components
installed.
The following items are installed when this type is selected:
• Application Designer
• Crystal Publishing Wizard
• Help files
• Web Component Server (WCS) add-on
Install this component on the computer that is running the WCS.
• Automated Process Scheduler (APS) add-on
Install this component on the computer that is running the APS.
• Web Server support
Install this component on the computer that is running the web server.
• Web help files
Crystal Analysis Professional Installation Guide 15
Starting the installation
Install this component on the computer that is running the web server.
For a description of each component, see “Crystal Analysis components” on
page 6.
Starting the installation
Crystal Analysis uses a wizard to guide you through the installation process. The
installation wizard automatically recognizes your computer’s operating system
and updates files as required.
Before you begin the installation, you may want to review some of these topics:
• “Crystal Analysis components” on page 6.
• “Supported data sources” on page 10.
This procedure covers all screens up to the Installation Type screen. From there,
you can follow the Desktop Client, Web Components, or Custom installation
procedures.
To install Crystal Analysis
1 Insert the Crystal Analysis CD-ROM into your CD-ROM drive. The
installation starts automatically and you are offered the following options:
• What’s New
• Install Sample Data
You should install the sample data if you want to follow the Tutorials in the
Crystal Analysis Professional User’s Guide.
For details, see “Installing sample data” on page 21.
• Product Registration
• Services
• Crystal Decisions Products
• Install Crystal Analysis
2 Click Install Crystal Analysis.
If the installation does not start automatically, find the
Crystal Analysis CD-ROM and double-click it.
The Wise Installation Wizard starts the installation and the Crystal Analysis
Setup program searches for previously installed components.
3 Select the language you want.
4 Follow the instructions displayed on your screen regarding licensing, and so
on.
5 In the User Information dialog box, enter your name, organization name, and
Product Keycode.
6 Click Next.
setup.exe
file on the
16 Crystal Analysis Professional Installation Guide
3: Installing Crystal Analysis
The Installation Type dialog box appears:
7 Click Browse if you would like to specify a different destination folder from
the one chosen by default.
Search for, or create, the new folder on your computer.
8 Choose an installation type:
• Click Desktop Client and then click Next three times to install the client
components of Crystal Analysis. Once the files are installed, the Crystal
Decisions Registration Wizard appears, allowing you to register the
software. See “Registering Crystal Analysis” on page 20.
• Click Web Components and then click Next twice to extend an existing
Crystal Enterprise installation in which all the components are on one
computer. Once the files are installed, the Crystal Decisions Registration
Wizard appears, allowing you to register the software. See “Registering
Crystal Analysis” on page 20.
• Click Complete to install the Crystal Analysis client and server components
onto a single computer. Once the files are installed, the Crystal Decisions
Registration Wizard appears, allowing you to register the software. See
“Registering Crystal Analysis” on page 20.
• Click Custom to install only specific components of Crystal Analysis or if
you want to extend a custom installation of Crystal Enterprise. See the next
section for details.
Crystal Analysis Professional Installation Guide 17
OLAP Support
OLAP Support
This section of the installation process enables you to select your Essbase or DB2
OLAP database version.
To select your OLAP database
1 Select the required DB2 or Essbase driver from the lists:
The drivers support the following database versions:
Driver name Data sources supported
Essbase 6.5 Essbase 6.5
Essbase 6.1 Essbase 6.1.4, 6.1.3a, and 6.1.2
Essbase 6.0 Essbase 6.0.3, 6.0.2, 6.0.1, and 6.0.0
DB2 8.1 DB2 OLAP Server 8.1
DB2 7.1.7 DB2 OLAP Server 7.1.7, 7.1.6, 7.1.5, and 7.1.4
DB2 7.1 DB2 OLAP Server 7.1.3, 7.1.1, and 7.1.0
2 Click Next.
3 Proceed with the installation.
18 Crystal Analysis Professional Installation Guide
Continuing a Custom installation
Follow this procedure if you choose the Custom installation type.
To continue with a Custom installation type
1 For a Custom installation, select Custom and click Next.
The Select Features dialog box appears with a list of the Crystal Analysis
components. The list of server components depends on the Crystal Enterprise
components already installed on the computer.
3: Installing Crystal Analysis
2 Click the driver icon of the feature or features you want to install.
3 Select an installation type for the feature and then click Next.
Installation type What is installed
Will be installed on
local hard drive
Entire feature will be
installed on local hard
drive
Entire feature will be
unavailable
4 Click Next to begin the installation.
Crystal Analysis Professional Installation Guide 19
Select this menu item if you want the feature to be
installed on the local hard drive. Subcomponents of
the feature will not be installed.
Select this menu item if you want the feature to be
installed on the local hard drive. All
subcomponents of the feature will be installed.
Select this menu item if you do not want this feature
to be available. Subcomponents of the feature will
not be available.
Registering Crystal Analysis
5 Once the files are installed, the Crystal Decisions Registration Wizard appears,
allowing you to register the software.
Registering Crystal Analysis
The Registration Wizard lets you create a user profile you can mail, fax, email, or
submit over the web to register your implementation of Crystal Analysis.
To register Crystal Analysis
1 Click Next on the Registration Wizard.
2 Select the method you want to register by:
• Web (allows you to submit your user profile via the web)
• E-mail (allows you to submit your user profile via email)
• Fax or Mail (allows you to print your user profile to fax or mail).
3 If you’ve registered before and have received a registration number, enter that
number.
When you enter an existing registration number, the wizard updates the
appropriate files and then closes—you don’t need to do anything else.
4 After selecting a registration method, click Next.
5 Enter your user profile information and click Next.
• If you register via the web, your web browser directs you to the Crystal
Decisions registration site. Fill out all necessary fields and click Done. You
receive a registration number immediately; enter it in the Registration
Wizard and click Finish.
• If you register via email, fill out all necessary fields and click Done. Your
user profile is sent to Crystal Decisions. A registration number will be
returned via email or fax.
• If you register via fax or mail, fill out all necessary fields and click OK when
the Print dialog box appears. A registration number will be sent to you after
you fax or mail your registration form.
20 Crystal Analysis Professional Installation Guide
Installing sample data
The installation CD contains sample data cubes as MDB files (server cubes) that
create the data cube, and CUB files (offline cubes). The sample data cubes include
the Sales Reports cube used in the Tutorials in the Crystal Analysis Professional User’s
Guide.
To enable users to follow the tutorials, you should install the sample data on a
computer running the appropriate OLAP server software.
You can install the sample data on any computer that has one of the supported
Microsoft data sources installed. For details, see “Supported data sources” on
page 10.
If the correct version of Microsoft
SQL Server™ 2000 Analysis Services is available, you can install both server cubes
and offline cubes. Otherwise, you can only install offline cubes. Offline cubes are
also known as local cubes.
Installing the sample server cubes adds a catalog containing the cubes to the
server.
To install the sample data
1 Insert the Crystal Analysis CD-ROM into your CD-ROM drive. The
installation starts automatically.
2 Click Install Sample Data.
3 Click Next.
4 Select Server Cubes and Offline Cubes, as appropriate, and click Next.
5 Click Browse if you would like to specify a different destination folder from
the one chosen by default.
Search for or create the new folder on your computer.
6 Click Next and then Next again to install the files in the chosen directory.
7 Once the files are installed, click Finish.
3: Installing Crystal Analysis
®
SQL Server™ 7.0 OLAP Services or Microsoft®
Crystal Analysis Professional Installation Guide 21
Configuring the Rich Client
Configuring the Rich Client
This section explains how to configure the Rich Client for use once it has been
added, as a server component, to a computer that already has Crystal Enterprise
installed.
The Rich Client initially gets installed if you carry out the Web Components or
Complete installations, or if you perform a Custom installation and specifically
select it as you work through the wizard.
When a user tries to view, using a supported Web browser, an analytic application
that has been configured to use the Rich Client, the Rich Client ActiveX control is
automatically copied to their computer.
The procedure that you should follow in order to configure the Rich Client
depends upon the version of Crystal Enterprise that you are using.
To configure the Rich Client for use with Crystal Enterprise
In order to configure the Rich Client for use with Crystal Enterprise, you must
either alter or replace these files:
X:\Program Files\Crystal Decisions\Web
•
Content\Enterprise9\eportfolio\en\settings.csp
•
X:\Program Files\Crystal Decisions\Web
Content\Enterprise9\eportfolio\en\settings_include.csp
•
X:\Program Files\Crystal Decisions\Web
Content\Enterprise9\eportfolio\en\logon.csp
Note: X: is the drive upon which Crystal Enterprise is installed.
If you are certain that these files have not changed in any way since Crystal
Enterprise was installed, there is no need to follow steps 1–8 below. You can
replace
X:\Program Files\Crystal Decisions\9.0\Analysis\ActiveX
Viewer\ActiveXSettings\CE9.0\settings.csp
X:\Program Files\Crystal Decisions\9.0\Analysis\ActiveX
Viewer\ActiveXSettings\CE9.0\settings_include.csp
X:\Program Files\Crystal Decisions\9.0\Analysis\ActiveX
Viewer\ActiveXSettings\CE9.0\logon.csp
You can then use ePortfolio to configure your CAR files so that users can view
them with the Rich Client. See the Crystal Analysis Professional User’s Guide for
specific information about how to do this.
If
customized since Crystal Enterprise was installed, follow these steps:
1 On the computer that has the Rich Client and Crystal Enterprise 9.0 installed
settings.csp, settings_include.csp
settings.csp, settings_include.csp
on it, make a backup copy of
, and
, or
logon.csp
settings.csp
logon.csp
with these files:
have been changed or
.
22 Crystal Analysis Professional Installation Guide
3: Installing Crystal Analysis
2 In a text editor, such as Notepad, open the original
settings.csp
file. Notepad
can be started by clicking Start>Programs>Accessories>Notepad.
3 Start another, separate instance of the text editor and use it to open this file:
X:\Program Files\Crystal Decisions\9.0\Analysis\ActiveX
Viewer\ActiveXSettings\CE9.0\settings.csp
This version of
settings.csp
contains additional lines of code that you will need
to add to the original version that you have also opened. It would therefore be
a good idea to arrange the two text editors so that they are next to each other on
the screen.
4 In the second copy of
search facility to find the word
settings.csp
CUSTOM
that you just opened, use your text editor’s
. The comment that contains this word
accompanies a section of code that should be added to the original
settings.csp
file.
5 Copy the relevant section of code, and paste it into the corresponding place in
the original
settings.csp
file.
6 Repeat steps 5 and 6 for each of the other sections of code that are
accompanied by comments that contain the word
7 Save the newly modified original
settings.csp
editors. You don’t need to save the second copy of
CUSTOM
.
file, and close the two text
settings.csp
that you
opened.
8 Repeat steps 1–7 for
the version of
settings_include.csp
settings_include.csp
, instead of
settings.csp
. For step 3,
that contains the extra lines of code can be
found here:
X:\Program Files\Crystal Decisions\9.0\Analysis\ActiveX
Viewer\ActiveXSettings\CE9.0\settings_include.csp
9 Repeat steps 1–7 for
of
logon.csp
X:\Program Files\Crystal Decisions\9.0\Analysis\ActiveX
Viewer\ActiveXSettings\CE9.0\logon.csp
that contains the extra lines of code can be found here:
logon.csp
, instead of
settings.csp
. For step 3, the version
You should now be able to use ePortfolio to configure your CAR files so that users
can view them with the Rich Client. See the Crystal Analysis Professional User’s
Guide for specific information about how to do this.
If you find that you have made a mistake while editing one of the original CSP files,
you can replace it with a copy of the backup that you made in step 1 and follow
steps 2–7 again.
Crystal Analysis Professional Installation Guide 23
Modifying Essbase and DB2 support for Rich Client
Modifying Essbase and DB2 support for Rich Client
Crystal Analysis has several DLLs for connection to Hyperion® Essbase® and
IBM® DB2 OLAP Server data sources. These DLLs support different versions of
Essbase and DB2.
When you view an application for the first time in Crystal Enterprise, and the Rich
Client is selected as your chosen viewer, the Rich Client is installed on your
machine. All the Essbase and DB2 support DLLs are installed, but only the most
recent versions are active.
If you want to use a previous version, you must delete the active version and then
copy and rename the correct version.
To change to an older Essbase support DLL
1 Navigate to the following directory:
E:\Program Files\Crystal Decisions\9.0\Analysis\Olap\Bin
2 Delete the file
The following files are required for the data sources listed:
File name Data sources supported
essbhapi_650.dll Essbase 6.5
essbhapi_610.dll Essbase 6.1.4, 6.1.3a, and 6.1.2
essbhapi_600.dll Essbase 6.0.3, 6.0.2, 6.0.1, and 6.0.0
essbhapi.dll.
3 Rename your required DLL to
For example, if you require support for Essbase 6.1.2, delete
rename
essbhapi_610.dll
to
essbhapi.dll.
essbhapi.dll
essbhapi.dll
and then
.
To change to an older DB2 OLAP support DLL
1 Navigate to the following directory:
E:\Program Files\Crystal Decisions\9.0\Analysis\Olap\Bin
2 Delete the file
The following files are required for the data sources listed:
File name Data sources supported
db2hapi_81.dll DB2 OLAP Server 8.1
db2hapi_717.dll DB2 OLAP Server 7.1.7, 7.1.6, 7.1.5, and 7.1.4
db2hapi_71.dll DB2 OLAP Server 7.1.3, 7.1.1, and 7.1.0
3 Rename your required DLL to
For example, if you require support for DB2 OLAP 7.1.5, delete
then rename
24 Crystal Analysis Professional Installation Guide
db2hapi.dll
db2hapi_717.dll
.
db2bhapi.dll.
to
db2bhapi.dll
db2hapi.dll
and
.
3: Installing Crystal Analysis
Installing web server support under UNIX
This section describes how to install Crystal Analysis web server support on a
Solaris or Linux computer. For a list of web servers and UNIX platforms supported
by Crystal Analysis, see “Minimum system requirements” on page 11.
Before you can install the web server support, the Web Component Server must be
running on a Windows NT 4 or Windows 2000 computer in the same network. The
Solaris or Linux computer must have a configured CGI or ASAPI web connector
installed. See the Crystal Enterprise Installation Guide for details.
To install UNIX web server support
1 Mount the installation CD, if necessary, and navigate to the
2 Execute the
./setup.sh
3 Specify the Crystal Enterprise installation directory. The default is
/usr/local/crystal
In the following description, we assume that the Crystal Enterprise installation
directory is
4 Edit the configuration file for your web connector. The configuration files are
stored in:
/usr/local/crystal/wcs/conf
The Apache configuration file is called
called
5 Add
For example, the
# Alias the Crystal Analysis Professional stylesheets files
Alias /styles /usr/local/crystal/stylesheets
setup.sh
/usr/local/crystal
cgi.apache.conf
Alias
entries for the stylesheets and the help in the configuration file.
script. For example,
under Linux and
/opt/crystal
.
asapi.conf.
. The CGI with Netscape file is called
Alias
entry for Apache would be:
under Solaris.
The CGI with Apache file is
unix
directory.
cgi.netscape.conf
.
# Alias the Crystal Analysis Professional help files
Alias /AnalysisHelp /usr/local/crystal/stylesheets/help
The
Alias
entry for Netscape would be:
NameTrans fn="pfx2dir" from="/styles" dir="/usr/local/crystal/
stylesheets"
NameTrans fn="pfx2dir" from="/AnalyisHelp" dir="/usr/local/crystal/
stylesheets/help"
6 Configure the virtual path mapping to the Web Component Server:
• For Apache (ASAPI Web Connector), add the following line to the file
asapi.conf
AddPathMap /styles csp "stylesheet_dir"
where
Crystal Analysis Professional Installation Guide 25
:
stylesheet_dir
is the absolute path to the stylesheets directory.
Installing web server support under UNIX
• For iPlanet Enterprise Server (NSAPI Web Connector) add the following
into the
/styles;.csp;stylesheet_dir
where
WCSPathMap
stylesheet_dir
• For supported web servers with the CGI Web Connector, add the following
wscgi.cgi
line to
WCSPATHMAPx="/styles;csp;stylesheet_dir"; export WCSPATHMAPx
where
stylesheet_dir
is a number not already used. For example, if
already exist, add a line containing
On Windows, the default path of the stylesheets directory is:
C:\Program Files\Crystal Decisions\9.0\Analysis\Olap\stylesheets
7 Restart the web server using the following commands:
/etc/init.d/httpd stop
/etc/init.d/httpd start
in the
Init
line of the
magns.conf
file:
is the absolute path to the stylesheets directory.
:
is the absolute path to the stylesheets directory, and
WCSPATHMAP3
WCSPATHMAP1
.
and
WCSPATHMAP2
x
26 Crystal Analysis Professional Installation Guide
Adding or Removing Components 4
This chapter tells you how to add components to, or remove
components from, an existing Crystal Analysis installation.
It also describes how to repair or uninstall Crystal Analysis.
Crystal Analysis Professional Installation Guide 27
Overview
Overview
Components can be added or removed as necessary to suit your company’s
implementation of Crystal Analysis. When you first install, you can also specify
components individually using the Custom installation type. See “Custom” on
page 15.
Once you have installed Crystal Analysis, there are several ways to add or remove
components:
• by running
• by running
drive
• by running Add/Remove Programs from the Windows Control Panel.
The procedure is the same in all three cases. The following descriptions assume
that you are using the Windows Add/Remove Programs feature.
setup.exe
setup.exe
Adding components
Adding components uses the same selection interface as the Custom installation
type—you choose the components and the installation location from a list.
To add components to Crystal Analysis
1 In Windows, click Start, point to Settings, and then select Control Panel.
2 Double-click Add/Remove Programs.
3 Find Crystal Analysis and select it. Depending upon the version of Windows
that you are running, click the button that is labelled either Change or Add/
Remove.
from the Crystal Analysis CD on the target computer
from the Crystal Analysis CD from a shared network
28 Crystal Analysis Professional Installation Guide
4: Adding or Removing Components
After searching for existing components, the installation program displays the
Application Maintenance dialog box.
4 Click Modify.
5 Select the components you want to add.
For more information about selecting components, see “Continuing a Custom
installation” on page 19.
6 Click Next, and then Next again to install the files.
Please wait while the appropriate files are installed and the necessary
configuration is carried out.
7 Click Finish to complete the installation.
Crystal Analysis Professional Installation Guide 29
Removing components
Removing components
Removing components uses the same selection interface as the Custom installation
type—you choose the components to remove from a list.
To remove components from Crystal Analysis
1 In Windows, click Start, point to Settings, and then select Control Panel.
2 Double-click Add/Remove Programs.
3 Find Crystal Analysis and select it. Depending upon the version of Windows
that you are running, click the button that is labelled either Change or Add/
Remove.
After searching for existing components, the installation program displays the
Application Maintenance dialog box.
4 Click Modify.
5 Select the components you want to remove.
For more information about selecting components, see “Continuing a Custom
installation” on page 19.
6 Click Next. Click Next again when you want to begin removing files.
Please wait while the appropriate files are removed and the necessary
configuration is carried out.
7 Click Finish.
30 Crystal Analysis Professional Installation Guide
Repairing Crystal Analysis
The Repair option reinstalls missing or corrupt files, registry keys and shortcuts.
In the process of reinstalling, any preferences stored in the registry may be set to
the default values.
1 In Windows, click Start, point to Settings, and then select Control Panel.
2 Double-click Add/Remove Programs.
3 Find Crystal Analysis and select it. Depending upon the version of Windows
that you are running, click the button that is labelled either Change or Add/
Remove.
After searching for existing components, the installation program displays the
Application Maintenance dialog box.
4 Click Repair.
4: Adding or Removing Components
You are prompted to confirm that you want to install Crystal Analysis.
5 Click Next.
Please wait while the appropriate files are installed and the necessary
configuration is carried out.
6 Click Finish to complete the installation.
Crystal Analysis Professional Installation Guide 31
Uninstalling Crystal Analysis
Uninstalling Crystal Analysis
This option removes Crystal Analysis from your computer.
1 In Windows, click Start, point to Settings, and then select Control Panel.
2 Double-click Add/Remove Programs.
3 Find Crystal Analysis and select it. Depending upon the version of Windows
that you are running, click the button that is labelled either Remove or Add/
Remove.
After searching for existing components, the installation program displays the
Application Maintenance dialog box.
4 Click Remove and then Next.
You are prompted to confirm that you want to uninstall Crystal Analysis.
5 Click Next.
Please wait while the appropriate files are removed and the necessary
configuration is carried out.
6 Click Finish.
32 Crystal Analysis Professional Installation Guide
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