Business objects EDGE 3.0 User Manual

BusinessObjects Edge Series Document Roadmap
BusinessObjects Edge Series 3.0
Copyright
© 2008 Business Objects. All rights reserved. Business Objects owns the following U.S. patents, which may cover products that are offered and licensed by Business Objects: 5,555,403; 5,857,205; 6,289,352; 6,247,008; 6,490,593; 6,578,027; 6,831,668; 6,768,986; 6,772,409; 6,882,998; 7,139,766; 7,299,419; 7,194,465; 7,222,130; 7,181,440 and 7,181,435. Business Objects and the Business Objects logo, BusinessObjects, Business Objects Crystal Vision, Business Process On Demand, BusinessQuery, Crystal Analysis, Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Desktop Intelligence, Inxight, the Inxight Logo, LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let there be light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. All other names mentioned herein may be trademarks of their respective owners.
Third-party Contributors
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
2008-05-12

Contents

Overview 5Chapter 1
Where can you find each guide? 7Chapter 2
Installing BusinessObjects Edge Series 3.0 9Chapter 3
Administering BusinessObjects Edge Series 3.0 13Chapter 4
Using InfoView in BusinessObjects Edge Series 3.0 17Chapter 5
Get More Help 21Appendix A
BusinessObjects Edge Series Document Roadmap 3
Contents
4 BusinessObjects Edge Series Document Roadmap

Overview

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1
Overview
BusinessObjects Edge Series 3.0 is based on BusinessObjects Enterprise technology. Therefore, you can refer the BusinessObjects Enterprise guides for more information about using BusinessObjects Edge Series 3.0. This Document Roadmap is designed to help you differentiate between the information in the BusinessObjects Enterprise guides that applies to BusinessObjects Edge Series 3.0 and the information that does not apply.
Using this document you can quickly find out more information on how to install, configure, and use BusinessObjects Edge Series 3.0.
This roadmap is divided into the following major categories.
Installing BusinessObjects Edge Series 3.0
Administering BusinessObjects Edge Series 3.0
Using Infoview in BusinessObjects Edge Series 3.0
Each category contains a table outlining the major tasks that the administrator and the user performs with BusinessObjects Edge Series 3.0. For each task, the table displays at least one specific place in the BusinessObjects Enterprise documentation where you can look for information.
6 BusinessObjects Edge Series Document Roadmap

Where can you find each guide?

2
Where can you find each guide?
2
All guides referenced in this document are available at the Business Objects Customer Support web site at: http://support.businessobjects.com/documen
tation/
8 BusinessObjects Edge Series Document Roadmap

Installing BusinessObjects Edge Series 3.0

3
Installing BusinessObjects Edge Series 3.0
3
The following table provides a list of administrative tasks that can be performed to install BusinessObjects Edge Series 3.0. The sections outlined in this table refer to BusinessObjects Enterprise XI 3.0 Installation Guide for Windows.
Tasks involved in installing Busi­nessObjects Edge Series 3.0
Planning Your Installation
Relevant sections from Busines­sObjects Enterprise XI 3.0 Installa­tion Guide
Installation overview
System requirements
Choosing a database server
Using MySQL
Using a supported database server
Preparing your existing database server
Choosing a deployment environment
Choosing a web application server
Choosing a Web Component Adapter
Choosing an install type
New installation
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Silent installation
Installing BusinessObjects Edge Series 3.0
3
Tasks involved in installing Busi­nessObjects Edge Series 3.0
Installing BusinessObjects Edge Se­ries 3.0 on Windows
Deploying on Tomcat
Relevant sections from Busines­sObjects Enterprise XI 3.0 Installa­tion Guide
Installing Business Objects products on a non-system drive
New installation
Client tools installation overview
Installing client tools
Silent installation
Silent install parameters
Deploying with Tomcat
Configuring the Java environment variable
Setting Tomcat properties
Setting up JAR files
Deploying the WAR files
Verifying the Tomcat deployment
BusinessObjects Edge Series Document Roadmap 11
Installing BusinessObjects Edge Series 3.0
3
Tasks involved in installing Busi­nessObjects Edge Series 3.0
Configuring your Installation
Relevant sections from Busines­sObjects Enterprise XI 3.0 Installa­tion Guide
Configuring your BusinessObjects Enterprise installation
Familiarizing yourself with administra­tion
Setting up users and groups
Creating folders and publishing ob­jects
Controlling users' access to objects
Optimizing your system for report viewing
Deploying the WAR files
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Administering BusinessObjects Edge Series 3.0

4
Administering BusinessObjects Edge Series 3.0
4
The following table provides a list of administrative tasks that can be performed with BusinessObjects Edge Series 3.0. The sections outlined in this table refer to BusinessObjects Enterprise XI 3.0 Administrator's Guide.
Tasks involved in administering BusinessObjects Edge Series 3.0
Using the Central Management Console
Using the Central Configuration Manager
Making initial security settings
Relevant sections from Busines­sObjects Enterprise XI 3.0 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
Setting the Administrator password
Disabling a user account
Modifying the default security levels
Understanding Business Objects Enterprise Architecture
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Architecture Overview and diagram
Client Tier
Application Tier
Intelligence Tier
Processing Tier
Data Tier
Administering BusinessObjects Edge Series 3.0
4
Tasks involved in administering BusinessObjects Edge Series 3.0
Managing and configuring servers
Managing BusinessObjects Edge Series 3.0 security
Relevant sections from Busines­sObjects Enterprise XI 3.0 Admin­istrator's Guide
Viewing and changing the status of servers
Logging server activity
Advanced server configuration op­tions
Authentication and authorization
Security Management components
Active trust relationship
Sessions and session tracking
Protection against malicious logon attempts
What is account management?
Managing accounts
Controlling user access
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
BusinessObjects Edge Series Document Roadmap 15
Administering BusinessObjects Edge Series 3.0
4
Tasks involved in administering BusinessObjects Edge Series 3.0
Organizing objects
Publishing objects to BusinessOb­jects Edge Series 3.0
Importing objects to BusinessObjects Edge Series 3.0
Managing objects
Relevant sections from Busines­sObjects Enterprise XI 3.0 Admin­istrator's Guide
Working with folders
Working with categories
Publishing with the Publishing Wizard
Publishing with the Central Manage­ment Console
Saving objects directly to the CMS
Adding objects to a category
Using the import wizard
General object management
Report object management
Program object management
Scheduling objects
16 BusinessObjects Edge Series Document Roadmap
Object package management
Scheduling objects
Setting the Scheduling options
Managing instances

Using InfoView in BusinessObjects Edge Series 3.0

5
Using InfoView in BusinessObjects Edge Series 3.0
5
The following table provides a list of tasks that the end user can perform with BusinessObjects Edge Series 3.0. The sections outlined in this table refer to BusinessObjects Enterprise XI 3.0 InfoView User’s Guide unless otherwise stated.
Tasks involved in using Infoview
Logging on to InfoView
Relevant sections from Busines­sObjects Enterprise XI 3.0 Infoview User's Guide
Logging on to InfoView
InfoView home page
General preferences
Setting preferences
Setting preferences in InfoView
Working with objects (such as Crystal reports, and Web Intelligence docu­ments)
Crystal Reports preferences
Web Intelligence preferences
Changing your passwordChanging your login password
Crystal Reports preferences
Web Intelligence preferences
Navigating through folders and cate­gories
Viewing objects
Organizing objects
Scheduling objects
Viewing object history
Adding new objects to InfoView
Setting object properties
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Using InfoView in BusinessObjects Edge Series 3.0
Tasks involved in using Infoview
Working with Dashboards in InfoView
5
Relevant sections from Busines­sObjects Enterprise XI 3.0 Infoview User's Guide
Creating a dashboard
Editing a dashboard
Using Discussions in InfoView
Working with Crystal reports
Working with Web Intelligence docu­ments
Using the Discussion panel
Viewing Crystal reports
Drilling reports
Looking at alerts
Printing reports
Exporting reports
Viewing Web Intelligence documents
Creating Web Intelligence documents
Also refer to the guides:
Building Reports Using the Web Intelligence HTML Report Pane
Building Reports Using the Web Intelligence Java Report Pane
Building Queries Using Web Intel­ligence Query – HTML.
For information on Universes, refer to the:
Designer’s Guide
BusinessObjects Universe Builder
Guide
BusinessObjects Edge Series Document Roadmap 19
Using InfoView in BusinessObjects Edge Series 3.0
5
Tasks involved in using Infoview
Relevant sections from Busines­sObjects Enterprise XI 3.0 Infoview User's Guide
Publishing with the Publishing Wizard
Publishing objects to BusinessOb­jects Edge Series 3.0
Publishing with the Central Manage­ment Console
Saving objects directly to the CMS
20 BusinessObjects Edge Series Document Roadmap

Get More Help

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Get More Help
Online documentation library
Business Objects offers a full documentation set covering all products and their deployment. The online documentation library has the most up-to-date version of the Business Objects product documentation. You can browse the library contents, do full-text searches, read guides on line, and download PDF versions. The library is updated regularly with new content as it becomes available.
http://support.businessobjects.com/documentation/product_guides/
Additional developer resources
http://devlibrary.businessobjects.com
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
22 BusinessObjects Edge Series Document Roadmap
Get More Help
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:
mailto: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/.
Business Objects product information
For information about the full range of Business Objects products, visit:
http://www.businessobjects.com.
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BusinessObjects Edge Series Document Roadmap 23
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Get More Help
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