Business Objects Crystal
Decisions Document
Roadmap
Copyright
© 2007 Business Objects. All rights reserved. Business Objects owns the following
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Overview
Business Objects Crystal Decisions is based on BusinessObjects Enterprise
technology. Therefore, you can consult the BusinessObjects Enterprise
guides for more information about using Business Objects Crystal Decisions.
This Document Roadmap is designed to help you differentiate between the
information in the BusinessObjects Enterprise guides that applies to Business
Objects Crystal Decisions and the information that does not apply.
Using this document you can quickly find out more information on how to
install, configure, and use Business Objects Crystal Decisions.
This roadmap is divided into three major categories.
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Business Objects Crystal Decisions Document Roadmap
Overview
Installing Business Objects Crystal Decisions on page 3
Administering Business Objects Crystal Decisions on page 7
Using InfoView in Business Objects Crystal Decisions on page 9
Using Performance Management in Business Objects Crystal Decisions
on page 11
Each category contains a table outlining the major tasks that the administrator
and user performs with Business Objects Crystal Decisions. For each task,
the table displays at least one specific place in the BusinessObjects
Enterprise documentation where you can look for information.
Where can you find each guide?
All guides referenced in this document are available from the Business
Objects Customer Support web site at: http://support.businessobjects.com/doc
umentation/
Installing Business Objects Crystal Decisions
The following table provides a list of administrative tasks that can be
performed to install Business Objects Crystal Decisions. The sections outlined
Business Objects Crystal Decisions Document Roadmap 3
Business Objects Crystal Decisions Document Roadmap
Installing Business Objects Crystal Decisions
in this table refer to BusinessObjects Enterprise XI Release 2 Installation
Guide for Windows and Unix.
Tasks involved in installing
Business Objects Crystal Decisions
Planning Your Installation
Relevant sections from BusinessObjects
Enterprise XI Release 2 Installation
Guide
Installation overview
System requirements
Choosing a database server
Using MySQL
Using a supported database server
Preparing your existing database server
Performance Management
Choosing a deployment environment
Choosing a web application server
Choosing a Web Component Adapter
Choosing an install type
New installation
Silent installation
Installing Business Objects products on a
non-system drive
New installation
Client tools installation overview
Location
Chapter 2
Note: Client tools are supported only on
Windows.
Installing Business Objects Crystal
Decisions on Windows or Linux
Installing client tools
Verifying your performance management
installation
Post-installation setup for performance
management
Troubleshooting your performance management system
Silent installation
Silent install parameters
4 Business Objects Crystal Decisions Document Roadmap
Chapter 3
Business Objects Crystal Decisions Document Roadmap
Installing Business Objects Crystal Decisions
Tasks involved in installing
Business Objects Crystal Decisions
Deploying on Tomcat
Deploying on WebSphere
Relevant sections from BusinessObjects
Enterprise XI Release 2 Installation
Guide
Deploying with Tomcat
Configuring the Java environment variable
Setting Tomcat properties
Setting up JAR files
Deploying the WAR files
Verifying the Tomcat deployment
WAR File contents and context roots
Deploying on IBM WebSphere
Starting the application server
Creating an application server
Changing the classpath
Modifying the PATH
Checking or changing the assigned port
number
Creating a new virtual host
Assigning an alias to the virtual host
Deploying the WAR files
Verifying the WebSphere Configuration
Location
Chapter 4
Chapter 5
Deploying on WebLogic
WAR File contents and context roots
Deploying on BEA WebLogic
Setting the context root
Preparing afhelp.war for deployment
Creating the Domain
Changing the CLASSPATH in WebLogic
Chapter 6
Modifying the WebLogic environment script
Modifying the PATH
Deploying the WAR files
Verifying the WebLogic Configuration
Business Objects Crystal Decisions Document Roadmap 5
Business Objects Crystal Decisions Document Roadmap
Installing Business Objects Crystal Decisions
Tasks involved in installing
Business Objects Crystal Decisions
Deploying on Oracle Application
Server
Deploying on SAP Netweaver
Deploying on Sun Java Application
Server
Relevant sections from BusinessObjects
Enterprise XI Release 2 Installation
Guide
WAR File contents and context roots
Deploying with Oracle
Configuring the Class Path
Setting the PATH environment variable
Changing Memory Allocation Pool
Preparing afhelp.war for deployment
Deploying the WAR files
Verifying the Oracle Configuration
Contents of the WAR files
Deploying with NetWeaver
Modifying the PATH
Creating an EAR file
Deploying the EAR file
Verifying the NetWeaver Configuration
Deploying with Sun Java Application Server
Configuring the Class Path
Editing the security.policy file
Updating the JVM settings
Deploying the WAR files
Verifying the Sun Java Application Server
configuration
Location
Chapter 7
Chapter 8
Note: This
section is applicable only
to Windows
installation.
Chapter 8
Note: This
section is applicable only
to Linux installation.
Configuring your BusinessObjects Enterprise installation
Familiarizing yourself with administration
Setting up users and groups
Configuring your Installation
Creating folders and publishing objects
Controlling users' access to objects
Optimizing your system for report viewing
Deploying the WAR files
Verifying the WebLogic Configuration
6 Business Objects Crystal Decisions Document Roadmap
Chapter 9
Business Objects Crystal Decisions Document Roadmap
Administering Business Objects Crystal Decisions
Administering Business Objects Crystal
Decisions
The following table provides a list of administrative tasks that can be
performed with Business Objects Crystal Decisions. The sections outlined
in this table refer to BusinessObjects Enterprise XI Release 2 Administrator's
Guide.
Tasks involved in administering
Business Objects Crystal Decisions
Using the Central Management
Console
Using the Central Configuration
Manager (CCM)
Making initial security settings
Understanding Business Objects
Enterprise Architecture
Relevant sections from BusinessObjects Enterprise XI Release 2 Administrator's Guide
Logging on to the Central Management
Console
Navigating within the Central Management
Console
Setting console preferences
Logging off of the Central Management
Console
Accessing the CCM for Windows
Note: CCM is not supported in Linux.
Setting the Administrator password
Disabling a user account
Modifying the default security levels
Architecture Overview and diagram
Client Tier
Application Tier
Intelligence Tier
Processing Tier
Data Tier
Location
Chapter 2
Chapter 2
Chapter 2
Chapter 3
Managing and configuring servers
Viewing and changing the status of servers
Logging server activity
Advanced server configuration options
Business Objects Crystal Decisions Document Roadmap 7
Chapter 4
Business Objects Crystal Decisions Document Roadmap
Administering Business Objects Crystal Decisions
Tasks involved in administering
Business Objects Crystal Decisions
Managing Business Objects Crystal
Decisions security
Managing accounts
Controlling user access
Organizing objects
Relevant sections from BusinessObjects Enterprise XI Release 2 Administrator's Guide
Authentication and authorization
Security Management components
Active trust relationship
Sessions and session tracking
Protection against malicious logon attempts
What is account management?
Default users and groups
Available authentication types
Managing LDAP accounts
Managing AD accounts
Managing NT accounts
Managing aliases
Controlling user access to objects
Controlling access to applications
Controlling administrative access
Working with folders
Working with categories
Location
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Publishing with the Publishing Wizard
Publishing objects to Business Objects Crystal Decisions
Publishing with the Central Management
Console
Saving objects directly to the CMS
Adding objects to a category
Importing objects to Business Objects Crystal Decisions
General object management
Managing objects
Report object management
Program object management
Object package management
8 Business Objects Crystal Decisions Document Roadmap
Chapter 13
Chapter 14Using the import wizard
Chapter 15
Business Objects Crystal Decisions Document Roadmap
Using InfoView in Business Objects Crystal Decisions
Tasks involved in administering
Business Objects Crystal Decisions
Scheduling objects
Relevant sections from BusinessObjects Enterprise XI Release 2 Administrator's Guide
Scheduling objects
Setting the Scheduling options
Managing instances
Using InfoView in Business Objects
Crystal Decisions
The following table provides a list of tasks that the end user can perform with
Business Objects Crystal Decisions. The sections outlined in this table refer
to BusinessObjects Enterprise XI Release 2 InfoView User’s Guide unless
otherwise stated.
Tasks involved in administering
Business Objects Crystal Decisions
Logging on to InfoView
Relevant sections from BusinessObjects Enterprise XI Release 2 Administrator's Guide
Loggilevant sections from BusinessObjects
Enterprise XI Release 2 Admi ng on to InfoView
InfoView home page
Location
Chapter 16
Location
Chapter 2
Setting preferences
Setting preferences in InfoView
General preferences
Crystal Reports preferences
Web Intelligence preferences
Crystal Reports preferences
Web Intelligence preferences
Business Objects Crystal Decisions Document Roadmap 9
Chapter 3
Chapter 3Changing your passwordChanging your login password
Chapter 3
Business Objects Crystal Decisions Document Roadmap
Using InfoView in Business Objects Crystal Decisions
Tasks involved in administering
Business Objects Crystal Decisions
Working with objects (such as Crystal reports, and Web Intelligence
documents)
Working with Dashboards in InfoView
Working with Crystal reports
Relevant sections from BusinessObjects Enterprise XI Release 2 Administrator's Guide
Navigating through folders and categories
Viewing objects
Organizing objects
Scheduling objects
Viewing object history
Adding new objects to InfoView
Setting object properties
Creating a dashboard
Editing a dashboard
Viewing Crystal reports
Drilling reports
Looking at alerts
Printing reports
Exporting reports
Viewing Web Intelligence documents
Creating Web Intelligence documents
Location
Chapter 4
Chapter 5
Chapter 6Using the Discussion panelUsing Discussions in InfoView
Chapter 8
Note:
Also refer to the guides: Building Reports
Using the Web Intelligence HTML Report
Panel, Building Reports Using the Web
Working with Web Intelligence documents
Intelligence Java Report Panel, and
Building Queries Using Web Intelligence
Query – HTML.
Note:
For information on Universes, refer to the
Designer’s Guide, and the BusinessObjects Universe Builder Guide.
10 Business Objects Crystal Decisions Document Roadmap
Chapter 9
Business Objects Crystal Decisions Document Roadmap
Using Performance Management in Business Objects Crystal Decisions
Tasks involved in administering
Business Objects Crystal Decisions
Publishing objects to Business Objects Crystal Decisions
Relevant sections from BusinessObjects Enterprise XI Release 2 Administrator's Guide
Publishing with the Publishing Wizard
Publishing with the Central Management
Console
Saving objects directly to the CMS
Using Performance Management in
Business Objects Crystal Decisions
The following table provides a list of performance management tasks that
the end-user can perform with Business Objects Crystal Decisions. The
sections outlined in this table refer to BusinessObjects Enterprise XI Release
2 Performance Management Setup and administration Online Help unless
otherwise stated.
Tasks involved in administering Business Objects Crystal
Decisions
Relevant sections from BusinessObjects
Enterprise XI Release 2 Administrator's
Guide
Location
Chapter 11
Location
Performance Management setup
and administration
Connecting to the Performance
Management Repository
Defining System Users
About Performance Management
Performance Management Servers
Deploying Performance Management tools in
your organization
Understanding the Performance Management
Repository
Creating the Performance Management
Repository
Verifying CMS authentication
Verifying the connection to the Performance
Management Repository
Defining the System user
Defining the Initialization user
Business Objects Crystal Decisions Document Roadmap 11
Chapter 1
Chapter 2
Chapter 3
Business Objects Crystal Decisions Document Roadmap
Using Performance Management in Business Objects Crystal Decisions
Tasks involved in administering Business Objects Crystal
Decisions
Connecting to Universes
Managing Dimensions for Sliced
Metrics
Setting up Calendars
Relevant sections from BusinessObjects
Enterprise XI Release 2 Administrator's
Guide
About metric universes
Building metric universes
Making metric universes available to users
Defining connections to universe
Adding and updating universes for performance
management
Removing universes
Viewing the metadata in the universes
What are dimensions and sliced metrics?
Where are dimensions defined?
Creating dimensions
Editing dimensions
Removing dimensions
Defining individual security
Creating a sliced metric
Viewing and modifying calendar properties
Adding or editing calendars
Removing a calendar
Location
Chapter 4
Chapter 5
Chapter 6
Index to the moving average calculations
Applying Moving Averages
Associating moving averages to calendars
Removing moving averages
Index to the difference calculations
Applying Difference Calculations
Associating differencing to calendars
Removing differencing transformations
Index to the available rollup calculations
Applying Rollup
Applying rollup calculations
Removing rollup calculations
12 Business Objects Crystal Decisions Document Roadmap
Chapter 7
Chapter 8
Chapter 9
Business Objects Crystal Decisions Document Roadmap
Using Performance Management in Business Objects Crystal Decisions
Tasks involved in administering Business Objects Crystal
Decisions
Setting options for the Performance Management Server
Customizing Templates for
Rules
Defining templates for list generation
Relevant sections from BusinessObjects
Enterprise XI Release 2 Administrator's
Guide
Setting mail parameters
Specifying web parameters
Specifying General parameters
Specifying Scheduler parameters
Specifying Database parameters
About rules and rule templates
Creating and editing rules templates
Duplicating rules templates
Deleting rules templates
Defining list templates
Duplicating list templates
Deleting list templates
Activating tracesActivating Traces
Specifying cache refresh and clean-up settingsSetting Caching Parameters
Location
Chapter
10
Chapter
11
Chapter
12
Chapter
13
Chapter
15
Checking Integrity and Cleanup
Checking system universe integrity
Checking the integrity of rules
Checking the integrity of metrics
Checking the integrity of alerts
Chapter
16
Checking the integrity of users
Checking the integrity of predictive analysis
Checking the integrity of scheduled programs
Business Objects Crystal Decisions Document Roadmap 13
Business Objects Crystal Decisions Document Roadmap
Using Add-ons in Business Objects Crystal Decisions
Using Add-ons in Business Objects
Crystal Decisions
This section consists of tables that provide a list of Add-ons tasks that the
end-user can perform with Business Objects Crystal Decions.
Integrating Business Objects Crystal Decisions with Microsoft Office
The following table provides a list of Microsoft Office tasks that the end-user
can perform with Business Objects Crystal Decions.
LocationDocumentationTasks
Install Microsoft Office components
Use Microsoft Office within
BusinessObjects applications
Integrating Business Objects Crystal Decision with SharePoint portal
The following table provides a list of Sharepoint portal kit tasks that the
end-user can perform with Business Objects Crystal Decions.
Install the SharePoint Portal Integration Kit
Install Live Office
Work with Crystal report data
and Business View data within
a Microsoft Office environment
Install the Portal Integration Kit
for Microsoft SharePoint web
parts
BusinessObjects Enterprise Live
Office XI Release 2 Installation
Guide
BusinessObjects Enterprise Live
Office XI Release 2 User’s
Guide
Note: There are separate help
files for Microsoft Excel, Microsoft PowerPoint, Microsoft
Word, and Microsoft Outlook.
LocationDocumentationTask
BusinessObjects Enterprise XI
Release 2 Portal Integration Kit
Installation Guide for Microsoft
SharePoint
14 Business Objects Crystal Decisions Document Roadmap
Business Objects Crystal Decisions Document Roadmap
Get More Help
LocationDocumentationTask
Set up and administer the
SharePoint Portal Integration Kit
Working with Voyager
The following table provides a list of Voyager tasks that the end-user can
perform with Business Objects Crystal Decions.
Install and Administer Voyager
Working with Query as a Web Service
The following table provides a list of Query as a Web Service tasks that the
end-user can perform with Business Objects Crystal Decions.
Configure Business Objects
Crystal Decisions to use the Microsoft SharePoint web parts
Install and Administer Voyager
BusinessObjects Enterprise XI
Release 2 Portal Integration Kit
Administrator's Guide for Microsoft SharePoint Web Parts
LocationDocumentationTask
BusinessObjects Voyager Administrator's Guide and BusinessObjects Voyager User's
Guide
LocationDocumentationTask
Install and Administer Query
as a Web Service
Install and Administer Query as
a Web Service
Get More Help
Additional developer resources
http://diamond.businessobjects.com
Query as a Web Service Guide
Business Objects Crystal Decisions Document Roadmap 15
Business Objects Crystal Decisions Document Roadmap
Get More Help
Online customer support
The Business Objects Customer Support web site contains information about
Customer Support programs and services. It also has links to a wide range
of technical information including knowledgebase articles, downloads, and
support forums.
http://www.businessobjects.com/support/
Looking for the best deployment solution for your company?
Business Objects consultants can accompany you from the initial analysis
stage to the delivery of your deployment project. Expertise is available in
relational and multidimensional databases, in connectivities, database design
tools, customized embedding technology, and more.
For more information, contact your local sales office, or contact us at:
http://www.businessobjects.com/services/consulting/
Looking for training options?
From traditional classroom learning to targeted e-learning seminars, we can
offer a training package to suit your learning needs and preferred learning
style. Find more information on the Business Objects Education web site:
http://www.businessobjects.com/services/training
Send us your feedback
Do you have a suggestion on how we can improve our documentation? Is
there something you particularly like or have found useful? Drop us a line,
and we will do our best to ensure that your suggestion is included in the next
release of our documentation:
documentation@businessobjects.com
Note: If your issue concerns a Business Objects product and not the
documentation, please contact our Customer Support experts. For information
about Customer Support visit: http://www.businessobjects.com/support/.
16 Business Objects Crystal Decisions Document Roadmap
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