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DASHBOARD DESIGN SHAREPOINT 2010-07-16
INSTALLATION GUIDE
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Business objects DASHBOARD DESIGN SHAREPOINT 2010-07-16 INSTALLATION GUIDE

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Dashboard Design Sharepoint Installation Guide
■ Dashboard Design Sharepoint Installation Guide
2010-07-16
Copyright
© 2010 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
2010-07-16

Contents

SharePoint Portal 2003...........................................................................................................5Chapter 1
1.1
1.1.1
1.1.2
2.1
2.1.1
2.1.2
2.1.3
2.1.4
2.1.5
2.2
2.2.1
2.3
2.3.1
3.1
3.2
3.3
Installing Dashboard Design SharePoint Web Parts.................................................................5
To install Sharepoint Web Parts ..............................................................................................5
To configure SharePoint Web Parts.........................................................................................6
SharePoint Portal 2007...........................................................................................................7Chapter 2
Installing Dashboard Design SharePoint Web Parts.................................................................7
To install the Dashboard Design web part DLL files.................................................................8
To add the Dashboard Design web part to the SharePoint configuration file.............................8
To install the web part using the SharePoint command line administration interface.................8
To change the SharePoint trust level........................................................................................9
To configure SharePoint web parts..........................................................................................9
Uploading SWFs as SharePoint Documents..........................................................................10
To upload SWFs to SharePoint..............................................................................................10
Adding Dashboard Design Web Parts to SharePoint Pages...................................................10
To add a Dashboard Design web part to a SharePoint page...................................................11
Installing Dashboard Design Reporting Services Gateway..................................................13Chapter 3
To install the Dashboard Design Reporting Services Gateway...............................................13
To configure the Dashboard Design Reporting Services Gateway..........................................13
To set the XRS virtual directories for Reporting Services 2005..............................................14
4.1
Testing the Installation..........................................................................................................15Chapter 4
Messages in test results........................................................................................................16
More Information...................................................................................................................19Appendix A
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Contents
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SharePoint Portal 2003

SharePoint Portal 2003
1.1 Installing Dashboard Design SharePoint Web Parts
If you are using SharePoint Portal 2003, you can use the automatic Dashboard Design SharePoint Web Part installer available with Dashboard Design. Navigate to the following directory in your installation
location to find the necessary files: ....\Portal Integration Kits\SharePoint Portal\2003.
The installation process requires the following main steps:
• Install and configure the SharePoint web parts
• Install and configure the Dashboard Design Reporting Services Gateway
• Test the installation.
1.1.1 To install Sharepoint Web Parts
1.
From the ... \Portal Integration Kits\SharePoint Portal\2003 directory, run the setup.exe file.
2.
In the Virtual Server Install Options, select one of the following options:
DescriptionOption
All virtual servers
Specify individual virtual servers
3.
Click Next.
4.
For the Global Assembly Cache options, in the "Xcelsius Sharepoint Web Part" dialog box, click Yes or No.
5.
When asked to set the permissions for the installed DLL, click Yes.
6.
Click OK.
Allows the web part to work throughout the entire Sharepoint installa­tion. This is the recommended option for quick testing.
Allows you to specify specific servers to access to web part.
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SharePoint Portal 2003
1.1.2 To configure SharePoint Web Parts
1.
In SharePoint, use one of the following methods to open the "Manage Web Part Gallery" dialog box.
DescriptionOption
For Sharepoint Portal Server 2003
For Windows Sharepoint Services
2.
Click New Web Part.
3.
On the list of web parts, select CrystalXcelsius.Sharepoint.Webparts.Container.
4.
Click Populate Gallery.
a.
Under "General Settings", click Manage security and additional settings.
b.
Under "Templates and Web Parts", click Manage Web Part gallery.
a.
Click Go to Site Administration.
b.
Under "Site Collection Galleries", click Manage Web Part Gallery.
The web part is ready for use.
5.
Click the Edit icon adjacent to the Container.dwp web part.
6.
Change the title from Container to Xcelsius Sharepoint.
7.
Click OK.
The Dashboard Design Sharepoint Web Part installation is ready to be tested.
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SharePoint Portal 2007

SharePoint Portal 2007
2.1 Installing Dashboard Design SharePoint Web Parts
If you are using SharePoint 2007, use these instructions to manually install and configure the Dashboard Design SharePoint web part.
Before you begin, navigate to the ....\Portal Integration Kits\SharePoint Portal\2007
folder in you installation location and extract the files in the Xwp.zip file. You will need these files to complete the installation.
The Xwp.zip file contains the files:
CrystalXcelsius.WebParts.Container_Business Objects.cab
XC Consumer Test.swf
XC Consumer Test.xlf
XC Provider Test.swf
XC Provider Test.xlf
web.config
ContentsFile
Dashboard Design Web Part required file
Dashboard Design Web Part required fileICSharpCode.SharpZipLib.dll
Dashboard Design Web Part required fileXwp.dll
Sample Dashboard Design portal data connection SWF file that can consume data from SharePoint.
Sample Dashboard Design portal data connection design XLF file that can consume date from SharePoint.
Sample Dashboard Design portal data connection SWF file that can provide data to SharePoint.
Sample Dashboard Design portal data connection design XLF file that can provide date to Share­Point.
Sample SharePoint web configuration file after the changes in this document have been applied. (Included for reference.)
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SharePoint Portal 2007
2.1.1 To install the Dashboard Design web part DLL files
The files in the Xwp.zip file are extracted and available for use.
• Copy the following .DLL files into the C:\Windows\assemby folder:
• ICSharpcode.SharpZipLib.dll
• Xwp.dll
2.1.2 To add the Dashboard Design web part to the SharePoint configuration file
1.
Navigate to the location of the web.config file in the SharePoint Web application Root folder. For example, c:\Inetpub\wwwroot\wss\VirtualDirectories\80\web.config.
For more information about locating this folder, see http://msdn.microsoft.com/en-us/li
brary/ms474356.aspx
2.
Back up the web.config file and open it in an editing program such as Notepad.
3.
Insert the following text between the <SafeControls> and </SafeControls> tags:
<SafeControl Assembly="Xwp, Version=1.0.0.0, Culture=neutral, PublicKeyTo ken=7e58495fla9ea430" Namespace="CrystalXcelsius.Sharepoint.WebParts" TypeName="*" Safe="True" />
4.
Save the changes to the web.config file.
2.1.3 To install the web part using the SharePoint command line administration interface
1.
Locate the SharePoint command line administration interface (STSADM.exe).
For example, c:\Program Files\Common files\Microsoft Shared\web server extensions\12\BIN\STSADM.exe.
2.
Copy the CrystalXcelsius.WebParts.Container_Business Objects.cab file (from the Xwp.zip file) to an easy to access location. For example, to c:\.
3.
Open a command prompt and use the SharePoint command line administration interface to install the Dashboard Design web part using the following syntax:
STSADM.EXE -o addwppack -filename webpartfile -url sharepointurl
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SharePoint Portal 2007
For example:
"C:\Program Files\Common Files\Microsoft Shared\ web server exten sions\12\BIN\STSADM.EXE" -o addwppack -filename "C:\CrystalXcelsius.Web Parts.Container_Business Objects.cab" -url http://localhost
When the installation is complete, the following message is displayed in the command prompt:
Operation completed successfully
.
2.1.4 To change the SharePoint trust level
You must change the trust level in the SharePoint configuration file to Full.
1.
Navigate to the location of the web.config file in the SharePoint Web application Root folder. For example, c:\Inetpub\wwwroot\wss\VirtualDirectories\80\web.config.
2.
Back up the web.config file and open it in an editing program such as Notepad.
3.
Find the following line:
<trust level="WSS_Minimal" originUrl="" />
and change it to:
<trust level="Full" originUrl="" />
4.
Save the changes to the web.config file.
2.1.5 To configure SharePoint web parts
After the Dashboard Design web part is installed in SharePoint, you must add it to the SharePoint web part gallery. For SharePoint 2007, the web part will be listed as Xcelsius SharePoint in the Miscellaneous Web Parts folder in the SharePoint Gallery.
Note:
The web part called, Xcelsius SharePoint Connector does not apply to SharePoint 2007.
1.
On the SharePoint Portal Site Home page, click Site Actions > Site Settings > Modify All Site Settings.
2.
Under User Galleries, click Web Parts.
3.
Click New.
4.
Select the Crystal.Xcelsius.SharePoint.WebParts.Container check box.
5.
Click Populate Gallery.
The web part is ready for use.
6.
Click the Edit icon that is beside the Container.dwp web part.
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SharePoint Portal 2007
7.
In the Title box, replace “Container” with “Xcelsius Sharepoint”.
8.
Click OK.
The Dashboard Design Sharepoint Web Part installation is ready to be tested.
2.2 Uploading SWFs as SharePoint Documents
Upload all the SWF files that you want to use in an Dashboard Design web part.
Note the URL for each document you upload. You will need these URLs when you add the web part to a SharePoint page. The syntax for the URL address is http://<sharepointserver> /Docs/Documents/<document name> where <sharepointserver> is the name of the SharePoint server and <documentname> is the name of the document you are uploading.
For example, for XC Provider Test.swf, http://xc-7nk6bdg8e0h4/Docs/Documents/XC
Provider Test.swf and, for XC Consumer Test.swf, http://xc-7nk6bdg8e0h4/Docs/Documents/XC Consumer Test.swf.
2.2.1 To upload SWFs to SharePoint
1.
On the SharePoint Portal Site home page, select Document Center.
2.
Under "Site Hierarchy", select Documents.
3.
In the Upload list, select Upload Multiple Documents.
4.
Select the files you want to upload.
5.
Click OK.
6.
Click Yes.
2.3 Adding Dashboard Design Web Parts to SharePoint Pages
After you upload Xcelsius SWF files as SharePoint documents, you can add them to a SharePoint page using the Dashboard Design SharePoint web part.
Note:
If, after adding the web part to a SharePoint page, you see the following message, you must use the Dashboard Design SharePoint web part instead.
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SharePoint Portal 2007
Unable to add selected web part(s). Xcelsius SharePoint Connector: A Web Part or Web Form Control on this Page cannot be displayed or imported. The type is not registered as safe.
2.3.1 To add a Dashboard Design web part to a SharePoint page
1.
On the SharePoint Portal site, select the page where you want to add the Dashboard Design web part.
2.
Click Site Actions > Edit Page.
3.
Click Add a Web Part.
4.
Expand All Web Parts, under Miscellaneous, select Xcelsius SharePoint.
Note:
Do not use the web part called Xcelsius SharePoint Connector. If the web part called Xcelsius SharePoint is not available, make sure the Xcelsius web part is added to the SharePoint Web Part
Gallery.
5.
Click Add.
6.
In the added web part, click Edit > Modify Shared Web Part.
7.
In the Xcelsius Visualization Source box, enter the URL for the SWF SharePoint document that you want to display in the Dashboard Design web part.
For example, for XC Provider Test.swf, enter
http://xc-7nk6bdg8e0h4/Docs/Documents/XC Provider Test.swf and for XC Consumer Test.swf, enter http://xc-7nk6bdg83e0h4/Docs/Documents/XC Consumer Test.swf.
8.
Click Apply.
The Dashboard Design SWF is shown in the Dashboard Design SharePoint web part.
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SharePoint Portal 2007
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Installing Dashboard Design Reporting Services Gateway

Installing Dashboard Design Reporting Services Gateway
The Dashboard Design Reporting Services Gateway (XRS) must be installed on a Windows-based web server that is connected to the Reporting Services (RS) server or directly on the RS server.
Note:
If you are using Reporting Services 2005, you must modify the XRS virtual directory to point to a different application pool than the Report and ReportServer virtual directories.
3.1 To install the Dashboard Design Reporting Services Gateway
Microsoft Reporting Services and the .NET Framework are installed, running, and configured to a data source.
1.
From the ... \Portal Integration Kits\SharePoint Portal directory, run the setup.exe file.
2.
Click Next.
3.
Review the license agreement, select I Agree, and click Next.
4.
In the Virtual Directory Name box, type a name for the virtual directory.
5.
To test how the system works with other ports, in the Port Number box, change the port number and click Next.
Note:
For this test to be successful, change the ports available through IIS.
6.
To start the installation, click Next.
7.
Click Finish.
The Reporting Services Gateway is installed. You can now configure the gateway.
3.2 To configure the Dashboard Design Reporting Services Gateway
The Dashboard Design Reporting Services Gateway is installed.
1.
Navigate to C:\inetpub\wwwroot\<virtualdirectoryname> where <virtualdirectory name> is the name of the virtual directory.
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Installing Dashboard Design Reporting Services Gateway
2.
Back up the web.config file.
3.
In the web.config file, change the following settings:
• ReportingServicesUrl
Change localhost to the name of the server where Reporting Services is installed.
• ReportServerUrl
Change localhost to the name of the server where Reporting Services is installed.
• XrsServicesUrl
Change localhost to the name of the server where the Dashboard Design Reporting Services Gateway is installed.
4.
Open IIS and, on the Directory Security tab, make sure the authentication methods settings for the Report, ReportServer, and XRS virtual directories match.
3.3 To set the XRS virtual directories for Reporting Services 2005
The Dashboard Design Reporting Services Gateway is installed and configured.
If you are using Reporting Services 2005, you must modify the XRS virtual directory to point to a different application pool than the Report and ReportServer virtual directory.
1.
In the Report directory, on the Virtual Directory tab, click the application pool list and note its value.
2.
Open the SRS virtual directory properties change the application pool to a different value than was used for the Report virtual directory.
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Testing the Installation

Testing the Installation
To test the installation, open a web browser and type the following URL: http://<server name>/xrs/srx.asmx/GetReports where <servername> is the name of the server where the
Dashboard Design Reporting Services Gateway is installed.
Note:
If you are testing on a local machine, you may not be asked to log in. To determine if a logon prompt appears, test from a different machine. To log in, use the same logon information that you used in the web.config file.
If the test is successful, you will see an XML formatted document containing a list of parameters and reports.
Example:
<?xml version="1.0" encoding="utf-8" ?>
- <xrs>
- <params> <param ReportParams="http://localhost/xrs/xrs.asmx/GetReportParams" /> <param ReportPreview="http://localhost/xrs/xrs.asmx/GetReportPreview" /> <param ReportDefault="http://localhost/xrs/xrs.asmx/GetReportDefault" /> <param ReportAdvanced="http://localhost/xrs/xrs.asmx/GetReportAdvanced" /> <param ReportColumns="http://localhost/xrs/xrs.asmx/GetReportColumns" /> <param ParameterValues="http://localhost/xrs/xrs.asmx/GetReportParameterVal ues" /> <param ReportHistory="http://localhost/xrs/xrs.asmx/GetReportHistory" /> </params>
- <reports>
- <folder name="SampleReports"> <report name="Company Sales" guid="ac2a5509-54e9-467d-b5dd-945bf260b9f3" path="http://localhost/Reports/Pages/Report.aspx?ItemPath=/SampleReports/Com pany Sales" /> <report name="Employee Sales Summary" guid="1dae860e-142b-4f6c-8a2c­acf8d8a219aa" path="http://localhost/Reports/Pages/Report.aspx?ItemPath=/Sam pleReports/Employee Sales Summary" /> <report name="Foodmart Sales" guid="1fe90d9a-4241-4185-b8cb-2d67943e7be9" path="http://localhost/Reports/Pages/Report.aspx?ItemPath=/SampleReports/Food mart Sales" /> <report name="Product Catalog" guid="4c0a2f2d-0be7-4ff1-a595-958daf7fb306"
path="http://localhost/Reports/Pages/Report.aspx?ItemPath=/SampleRe ports/Product Catalog" /> <report name="Product Line Sales" guid="c0e7172d-ab79-4360-a278-2c77df0005ba"
path="http://localhost/Reports/Pages/Report.aspx?ItemPath=/SampleRe ports/Product Line Sales" /> <report name="Sales Order Detail" guid="57f8787f-bad4-4260-8e6d-f4a9913536c3"
path="http://localhost/Reports/Pages/Report.aspx?ItemPath=/SampleRe ports/Sales Order Detail" />
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Testing the Installation
<report name="Territory Sales Drilldown" guid="1972e57f-88fb-4042-8994­552c34ec5ff8" path="http://localhost/Reports/Pages/Report.aspx?ItemPath=/Sam pleReports/Territory Sales Drilldown" /> </folder> </reports> </xrs>
4.1 Messages in test results
When you test your installation, the XML file may contain these additional messages.
• If the Admin user information is not in the web.config file on the server:
<?xml version="1.0" encoding="utf-8" ?>
- <ROOT> <Message>Could not Validate Credentials - User Name: DEVMRS2000\xrs_tester Machine Name: DEVMRS2000 ­License Key Failed - LogonUser failed with error code: 87</Message> <StackTrace>at Infommersion.XRS.Service.ValidateCredentials() at Infommersion.XRS.Service.GetReports()</StackTrace> </ROOT>
• If the license key was not found. This may occur if the key is not copied to the correct location or if
the key is invalid.
<?xml version="1.0" encoding="utf-8" ?>
- <ROOT> <Message>Could not Validate Credentials - User Name: DEVMRS2000\xrs_tester Machine Name: DEVMRS2000 ­License Key Failed - Could not find file "C:\inetpub\wwwroot\xrs.xky".</Message> <StackTrace>at Infommersion.XRS.Service.ValidateCredentials() at Infommersion.XRS.Service.GetReports()</StackTrace> </ROOT>
• If the user does not have permission to view reports in Reporting Services:
<?xml version="1.0" encoding="utf-8" ?>
- <ROOT> <Message>System.Web.Services.Protocols.SoapException: The permissions granted to user 'DEVMRS2000\xrs_tester' are insufficient
for performing this operation. --->
Microsoft.ReportingServices.Diagnostics.Utilities.AccessDeniedException:
The permissions granted to user 'DEVMRS2000\xrs_tester' are insufficient for performing this operation. at Microsoft.ReportingServices.Library.RSService.ListChildren(String item, Boolean recursive) at Microsoft.ReportingServices.WebServer.ReportingService.ListChildren(String
Item, Boolean Recursive,
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Testing the Installation
CatalogItem[]& CatalogItems) --- End of inner exception stack trace --- at Microsoft.ReportingServices.WebServer.ReportingServic e.ListChildren(String Item, Boolean Recursive, CatalogItem[]& CatalogItems)</Message> <StackTrace>at System.Web.Services.Protocols.SoapHttpClientProtocol. ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)at System.Web.Services.Protocols.SoapHttpClientProtocol. Invoke(String methodName, Object[] parameters) at Microsoft.ReportingServices.ReportingService.ListChildren(String Item, Boolean Recursive) at Microsoft.ReportingServices.CatalogManager.CreateXmlNode(XmlDocument Doc,
CatalogItem Item, XmlNode ParentNode) at Microsoft.ReportingServices.CatalogManager.SerializeT oXML() at Infommersion.XRS.Service.GetReports()</ StackTrace> </ROOT>
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Testing the Installation
2010-07-1618

More Information

More Information
LocationInformation Resource
SAP BusinessObjects product infor­mation
SAP Help Portal
SAP Service Marketplace
http://www.sap.com
Navigate to http://help.sap.com/businessobjects/ and on the "SAP Busi­nessObjects Overview" side panel click All Products.
You can access the most up-to-date documentation covering all SAP BusinessObjects products and their deployment at the SAP Help Portal. You can download PDF versions or installable HTML libraries.
Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help Portal. These guides are listed on the Help Portal accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative.
http://service.sap.com/bosap-support > Documentation
• Installation guides: https://service.sap.com/bosap-instguides
• Release notes: http://service.sap.com/releasenotes
The SAP Service Marketplace stores certain installation guides, upgrade and migration guides, deployment guides, release notes and Supported Platforms documents. Customers with a maintenance agreement have an authorized user ID to access this site. Contact your customer support representative to obtain an ID. If you are redirected to the SAP Service Marketplace from the SAP Help Portal, use the menu in the navigation pane on the left to locate the category containing the documentation you want to access.
Docupedia
Developer resources
https://cw.sdn.sap.com/cw/community/docupedia
Docupedia provides additional documentation resources, a collaborative authoring environment, and an interactive feedback channel.
https://boc.sdn.sap.com/
https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary
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More Information
LocationInformation Resource
SAP BusinessObjects articles on the SAP Community Network
Notes
Forums on the SAP Community Network
Training
Online customer support
https://www.sdn.sap.com/irj/boc/businessobjects-articles
These articles were formerly known as technical papers.
https://service.sap.com/notes
These notes were formerly known as Knowledge Base articles.
https://www.sdn.sap.com/irj/scn/forums
http://www.sap.com/services/education
From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style.
http://service.sap.com/bosap-support
The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical in­formation and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative.
Consulting
http://www.sap.com/services/bysubject/businessobjectsconsulting
Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and customized embedding technology.
2010-07-1620
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