Business objects CRYSTAL XCELSIUS DESIGNER 4.5 User Manual

Crystal Xcelsius Designer 4.5 ­Installation Guide
Crystal Xcelsius 4.5
Windows
Patents
Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
Copyright
Third-party contributors
Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners.
Copyright © 2005 Business Objects. All rights reserved.
Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at:
http://www.businessobjects.com/thirdparty

Contents

Chapter 1 Crystal Xcelsius Installation Guide 3
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Crystal Xcelsius installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Installation and activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Single machine deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Client installation with Crystal Reports Server deployment . . . . . . . . . . . . . 6
Client installation with BusinessObjects Enterprise deployment . . . . . . . . . 7
Appendix A Business Objects Information Resources 9
Documentation and information services . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
What’s in the documentation set? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Where is the documentation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Send us your feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Customer support, consulting and training . . . . . . . . . . . . . . . . . . . . . . . . . 11
How can we support you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Looking for the best deployment solution for your company? . . . . . . . 12
Looking for training options? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Crystal Xcelsius Designer 4.5: Installation and Integration Guide 1
Contents
2 Crystal Xcelsius Designer 4.5: Installation and Integration Guide
Crystal Xcelsius Designer 4.5: Installation and Integration Guide

Crystal Xcelsius Installation Guide

chapter
Crystal Xcelsius Installation Guide
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Overview

Overview
Crystal Xcelsius (Xcelsius) bridges the gap between data analysis and visual presentations, empowering users to create interactive reports and applications.
Xcelsius is intuitive enough for beginners and versatile enough for advanced users. It allows users to create reports without having to learn programming languages. With Xcelsius, pointing and clicking the mouse can create rich interactive presentations.
Xcelsius integrates with Microsoft Corporation's Office products. This integration lets you attach your reports to Microsoft Outlook email messages or embed them into PowerPoint slides.
Xcelsius can be installed to interact with Live Office and BusinessObjects Enterprise or Crystal Reports Server. The purpose of this chapter is to guide you through the installation path that you must follow for various deployment scenarios. It also provides detailed information about installing Crystal Xcelsius Designer 4.5.
Note: For specific information about installing Live Office, BusinessObjects
Enterprise, or Crystal Reports Server refer to that product’s installation guide. The installation guides for all the products discussed in this chapter are available with your product download.

Crystal Xcelsius installation

Hardware and software requirements

Minimum recommended hardware
The following hardware is required:
PC with Pentium 3 or equivalent processor
128MB of RAM
Operating system
The following operating systems are supported:
Windows 2000
Windows XP
4 Crystal Xcelsius Designer 4.5: Installation and Integration Guide
Microsoft Office
The following versions of Microsoft Office are supported:
Office 2000
Office XP
Office 2003
Ensure that Microsoft Excel, from the Microsoft suite of products, is installed.

Installation and activation

Installation
Double click on the installation program and it will take you through the installation steps. Xcelsius requires that you install the latest version of the Flash 7 Player; this is an option in the install program, it is checked by default. Leave this option checked unless you are absolutely sure that you have the latest version of the Flash Player installed.
Note: You must install Xcelsius under a user account that has Administrator
privileges.
Activation
One license of Xcelsius will allow you to run the application on one machine. Activation is the process which establishes which machine will host the application.
If you have purchased Xcelsius you will first need to register with the serial number provided to you. Once the registration has been confirmed, the application will prompt you to activate.
To complete activation, you will be given the option to activate automatically if you have an internet connection, or you can choose to activate manually by phone or email. An activation wizard walks you through the manual activation process.
Note: The application will run several times before you are required to
activate.
For detailed information about installing BusinessObjects Enterprise, Crystal Reports Server, and Live Office refer to their installation guides individually.
Crystal Xcelsius Installation Guide
Crystal Xcelsius installation
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Single machine deployment

Single machine deployment
You can install BusinessObjects Enterprise or Crystal Reports Server and Live Office on a single machine. Follow the installation order outlined in the following procedure.
To install all the components on a single machine
1. Install BusinessObjects Enterprise or Crystal Reports Server.
2. Install Live Office.
Note: You do not need to install Live Office to enable refresh capabilities.
You only need to install it if you want be able to create Live Office Views.
3. Install BusinessObjects Web Services.
4. Install Crystal Xcelsius Designer 4.5.
5. Add the Live Office key code to the Central Management Console.

Client installation with Crystal Reports Server deployment

You can install Live Office and Crystal Xcelsius Designer on a client machine and deploy Crystal Reports Server and the BusinessObjects Web Services on a server machine.
Deploy the server software in this order
1. Install Crystal Reports Server.
2. Install BusinessObjects Web Services.
3. Add the Live Office key code to the Central Management Console.
Deploy the client software in this order
1. Install Live Office.
Note: You do not need to install Live Office to enable refresh capabilities.
You only need to install it if you want be able to create Live Office Views.
2. Install Crystal Xcelsius Designer 4.5.
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Crystal Xcelsius Installation Guide

Client installation with BusinessObjects Enterprise deployment

Client installation with BusinessObjects Enterprise deployment
You can install Live Office and Crystal Xcelsius Designer on a client machine and deploy BusinessObjects Enterprise and the BusinessObjects Web Services on a server machine.
Deploy the server software in this order
1. Install BusinessObjects Enterprise if it is not already installed.
2. Install BusinessObjects Web Services.
3. Add the Live Office key code to the Central Management Console.
Note: If you have already installed Live Office as part of your
BusinessObjects Enterprise deployment, you can skip this step.
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Client installation with BusinessObjects Enterprise deployment
8 Crystal Xcelsius Designer 4.5: Installation and Integration Guide

Business Objects Information Resources

appendix
Business Objects Information Resources
A

Documentation and information services

Documentation and information services
Business Objects offers a full documentation set covering its products and their deployment. Additional support and services are also available to help maximize the return on your business intelligence investment. The following sections detail where to get Business Objects documentation and how to use the resources at Business Objects to meet your needs for technical support, education, and consulting.

Documentation

You can find answers to your questions on how to install, configure, deploy, and use Business Objects products from the documentation.

What’s in the documentation set?

View or download the Business Objects Documentation Roadmap, available with the product documentation at http://www.businessobjects.com/support/.
The Documentation Roadmap references all Business Objects guides and lets you see at a glance what information is available, from where, and in what format.

Where is the documentation?

You can access electronic documentation at any time from the product interface, the web, or from your product CD.
Documentation from the products
Online help and guides in Adobe PDF format are available from the product Help menus. Where only online help is provided, the online help file contains the entire contents of the PDF version of the guide.
Documentation on the web
The full electronic documentation set is available to customers on the web from support web site at: http://www.businessobjects.com/support/.
Documentation on the product CD
Look in the docs directory of your product CD for versions of guides in Adobe PDF format.
10 Crystal Xcelsius Designer 4.5: Installation and Integration Guide
Business Objects Information Resources

Customer support, consulting and 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/.
Customer support, consulting and training
A global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business.

How can we support you?

Business Objects offers customer support plans to best suit the size and requirements of your deployment. We operate customer support centers in the following countries:
USA
Australia
Canada
United Kingdom
Japan
A
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/
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Business Objects Information Resources
A

Useful addresses at a glance

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
Useful addresses at a glance
Address Content
Business Objects product information
http://www.businessobjects.com
Product documentation
http://www.businessobjects.com/ support
Business Objects Documentation mailbox
documentation@businessobjects.com
Online Customer Support
http://www.businessobjects.com/ support/
12 Crystal Xcelsius Designer 4.5: Installation and Integration Guide
Information about the full range of Business Objects products.
Business Objects product documentation, including the Business Objects Documentation Roadmap.
Send us feedback or questions about documentation.
Information on Customer Support programs, as well as links to technical articles, downloads, and online forums.
Business Objects Information Resources
Address Content
Business Objects Consulting Services
http://www.businessobjects.com/ services/consulting/
Business Objects Education Services
http://www.businessobjects.com/ services/training
Information on how Business Objects can help maximize your business intelligence investment.
Information on Business Objects training options and modules.
Useful addresses at a glance
A
Crystal Xcelsius Designer 4.5: Installation and Integration Guide 13
Business Objects Information Resources
A
Useful addresses at a glance
14 Crystal Xcelsius Designer 4.5: Installation and Integration Guide

Index

A
activating Crystal Xcelsius Designer 5
B
Business Objects
consulting services 12, 13 support services 11 training services 12, 13, 13
C
consultants, Business Objects 12 Crystal Xcelsius Designer, installing 4 customer support 11
D
deployment
client with BusinessObjects Enterprise 7 client with Crystal Reports Server 6 single machine 6
documentation
feedback on 11 on product CD 10 on the web 10 roadmap 10
E
education. See training
F
feedback, on documentation 11
H
hardware, minimum recommended 4
I
information resources 10 installation requirements
hardware 4 Microsoft Office 5 operating system 4 software 4
installing Crystal Xcelsius Designer 4, 5
M
minimum recommended hardware 4
O
Online Customer Support 11
R
recommended hardware 4 resources 10
S
support
customer 11 locations 11 technical 11 web site 11
T
technical support 11 training, on Business Objects products 12
W
web
customer support 11 getting documentation via 10 useful addresses 12
Crystal Xcelsius Designer 4.5: Installation and Integration Guide 1
Index
web sites
support 11 training 12
X
Xcelsius, installing 4
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