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
2008-08-26
Contents
Introduction9Chapter 1
Welcome to Data Services........................................................................10
Overview of this guide...............................................................................15
Administrator User Interface17Chapter 2
Installation and configuration.....................................................................18
About the Management Console...............................................................20
Data Services XI Release 3 provides data integration and data quality
processes in one runtime environment, delivering enterprise performance
and scalability.
The data integration processes of Data Services allow organizations to easily
explore, extract, transform, and deliver any type of data anywhere across
the enterprise.
The data quality processes of Data Services allow organizations to easily
standardize, cleanse, and consolidate data anywhere, ensuring that end-users
are always working with information that's readily available, accurate, and
trusted.
Documentation set for Data Services
You should become familiar with all the pieces of documentation that relate
to your Data Services product.
Information about available Data Services books,
languages, and locations
Highlights of key features in this Data Services release
Important information you need before installing and
deploying this version of Data Services
An introduction to Data Services
Information about and procedures for installing Data
Services in a Windows environment.
Introduction
Welcome to Data Services
What this document providesDocument
1
Installation Guide for UNIX
Advanced Development Guide
Designer Guide
Integrator's Guide
Management Console: Administrator
Guide
Management Console: Metadata Reports Guide
Migration Considerations
Data Quality to Data Services Migration
Guide
Performance Optimization Guide
Information about and procedures for installing Data
Services in a UNIX environment.
Guidelines and options for migrating applications including information on multi-user functionality and
the use of the central repository for version control
Information about how to use Data Services Designer
Information for third-party developers to access Data
Services functionality
Information about how to use Data Services Administrator
Information about how to use Data Services Metadata
Reports
Release-specific product behavior changes from
earlier versions of Data Services to the latest release
Information about how to migrate from Data Quality
to Data Services
Information about how to improve the performance
of Data Services
Reference Guide
Detailed reference material for Data Services Designer
Data Services Management Console: Administrator Guide11
Introduction
1
Welcome to Data Services
Technical Manuals
What this document providesDocument
A compiled “master” PDF of core Data Services books
containing a searchable master table of contents and
index:
•
Getting Started Guide
•
Installation Guide for Windows
•
Installation Guide for UNIX
•
Designer Guide
•
Reference Guide
•
Management Console: Metadata Reports Guide
•
Management Console: Administrator Guide
•
Performance Optimization Guide
•
Advanced Development Guide
•
Supplement for J.D. Edwards
•
Supplement for Oracle Applications
•
Supplement for PeopleSoft
•
Supplement for Siebel
•
Supplement for SAP
Tutorial
A step-by-step introduction to using Data Services
In addition, you may need to refer to several Adapter Guides and
Supplemental Guides.
Information about how to install, configure, and use the Data
Services Adapter for JMS
Information about how to install, configure, and use the Data
Services Salesforce.com Adapter Interface
Information about license-controlled interfaces between Data
Services and J.D. Edwards World and J.D. Edwards OneWorld
Information about the license-controlled interface between Data
Services and Oracle Applications
Introduction
Welcome to Data Services
What this document providesDocument
1
Supplement for PeopleSoft
Supplement for SAP
Supplement for Siebel
Information about license-controlled interfaces between Data
Services and PeopleSoft
Information about license-controlled interfaces between Data
Services, SAP ERP and R/3, and SAP BI/BW
Information about the license-controlled interface between Data
Services and Siebel
Accessing documentation
You can access the complete documentation set for Data Services in several
places.
Accessing documentation on Windows
After you install Data Services, you can access the documentation from the
Start menu.
1. Choose Start > Programs > BusinessObjects XI 3.1 >
BusinessObjects Data Services > Data Services Documentation.
Note:
Only a subset of the documentation is available from the Start menu. The
documentation set for this release is available in LINK_DIR\Doc\Books\en.
2. Click the appropriate shortcut for the document that you want to view.
Accessing documentation on UNIX
After you install Data Services, you can access the online documentation by
going to the directory where the printable PDF files were installed.
1. Go to LINK_DIR/doc/book/en/.
2. Using Adobe Reader, open the PDF file of the document that you want
to view.
Data Services Management Console: Administrator Guide13
Introduction
1
Welcome to Data Services
Accessing documentation from the Web
You can access the complete documentation set for Data Services from the
Business Objects Customer Support site.
1.
Go to http://help.sap.com.
2. Cick Business Objects at the top of the page.
You can view the PDFs online or save them to your computer.
Business Objects information resources
A global network of Business Objects technology experts provides customer
support, education, and consulting to ensure maximum business intelligence
benefit to your business.
Useful addresses at a glance:
ContentAddress
Customer Support, Consulting, and
Education services
Information about Customer Support programs, as well as links to technical articles,
downloads, and online forums. Consulting
services can provide you with information
about how Business Objects can help
maximize your business intelligence investment. Education services can provide information about training options and modules.
From traditional classroom learning to targeted e-learning seminars, Business Objects can offer a training package to suit
your learning needs and preferred learning
style.
An online resource for sharing and learning
about Data Services with your developer
colleagues.
Introduction
Overview of this guide
ContentAddress
1
Blueprints
https://boc.sdn.sap.com/dataser
vices/blueprints
http://help.sap.com/
Documentation mailbox
documentation@businessob
jects.com
Blueprints for you to download and modify
to fit your needs. Each blueprint contains
the necessary Data Services project, jobs,
data flows, file formats, sample data, template tables, and custom functions to run
the data flows in your environment with
only a few modifications.
Business Objects product documentation.Product documentation
Send us feedback or questions about your
Business Objects documentation. Do you
have a suggestion on how we can improve
our documentation? Is there something that
you particularly like or have found useful?
Let us know, and we will do our best to ensure that your suggestion is considered for
the next release of our documentation.
Note:
If your issue concerns a Business Objects
product and not the documentation, please
contact our Customer Support experts.
Overview of this guide
About this guide
The guide covers the BusinessObjects™ Data Services Administrator, a
web-based application written entirely in Java. You can install the Data
Services Administrator on a separate computer from the other Data Services
components. It runs on the Data Services Web Server, which is supported
by the Data Services Web Server service. The Administrator uses a JDBC
connection to repositories.
Use the Administrator to:
Data Services Management Console: Administrator Guide15
Introduction
1
Overview of this guide
•Set up users and their roles
•Add connections to Access Servers and repositories
•Manage the retention of Job Server and Access Server logs
•Access job data published for Web Services
•Schedule and monitor batch jobs
•Configure and monitor:
•Access Server status
•Real-time services
•Client interfaces including SAP ERP and R/3 client interfaces (to read
IDocs) and message traffic moving in and out of an Access Server
•Adapter instances (a prerequisite for creating adapter datastores)
Who should read this guide
This and other Data Services product documentation assume the following:
•You are an application developer, consultant or database administrator
working on data extraction, data warehousing, data integration, or data
quality.
•You understand your source and target data systems, DBMS, legacy
systems, business intelligence, and messaging concepts.
•You understand your organization's data needs.
•You are familiar with SQL (Structured Query Language).
•If you are interested in using this product to design real-time processing
you are familiar with:
•DTD and XML Schema formats for XML files
•Publishing Web Services (WSDL, HTTP/S and SOAP protocols, etc.)
•You are familiar with Data Services installation environments: Microsoft
This section describes the Administrator and how to navigate through its
browser-based, graphical user interface.
Related Topics
•Installation and configuration on page 18
•About the Management Console on page 20
•Administrator navigation on page 23
Installation and configuration
•General information about the components and architecture of Data
Services
•Complete installation instructions for all Data Services components
including connectivity testing for Data Services real-time functionality.
A summary of the connections used in Data Services is included here for
your reference. You must create the connections in the first four rows of the
following table before you can log in to the Administrator.
Purpose of this connectionConnection TypeConnection ToolComponent
•
Connects Designer and
repositories.
•
Provides location for
storage of Data Services tables and job
metadata.
•
Connection information
is based on the
database you use for a
repository.
Administrator User Interface
Installation and configuration
Purpose of this connectionConnection TypeConnection ToolComponent
Connects a Job Server to
the Data Services Service
and repository you specify.
2
Server ManagerJob Server(s)
Server ManagerAccess Server(s)
InstallerAdministrator
Default (3500) or
custom port
Default (4000) or
custom port
Automatically assigned ports
You can also set a Job
Server to support adapters
via a separate communication port (default 4001).
Required to use the
Adapter Instance node in
the Administrator.
Connects an Access Server to the Data Services
Service and provides a port
for Message Client libraries
(allows applications to
communicate with Data
Services).
Provides an HTTP port
(28080) for connection between Administrator and all
Access Servers.
Includes an automatically
assigned shutdown port
(22828) which is not displayed. It is used by the
Tomcat service to start and
stop the application server,
which supports the Administrator.
For web application servers
other than the packaged
Tomcat server, the ports
may vary.
Data Services Management Console: Administrator Guide19
Administrator User Interface
2
About the Management Console
Purpose of this connectionConnection TypeConnection ToolComponent
Computer name on
which an Access
Server is installed
AdministratorAccess Server(s)
AdministratorRepository(s)
and port (you specified in Server Manager). For example:
AT589:4000
Settings based on
each repository's
database
Connects Access Server
(s) to the Administrator
Connects repositories to
the Administrator. Job
Servers (previously connected to each repository
using the Server Manager)
also link to the Administrator with this connection.
For more information, see the BusinssObjects Data Services Designer Guide.
About the Management Console
The Management Console is a collection of Web-based applications for
administering Data Services jobs and services, viewing object relationships,
and evaluating job execution performance and data quality.
These applications include:
•Administrator — Manage your production environment including batch
job execution, real-time services, Web services, adapter instances, server
groups, central and profiler repositories, and more. This guide describes
the Administrator.
•Impact and Lineage Analysis — Analyze the end-to-end impact and
lineage for Data Services tables and columns and BusinessObjects
Enterprise objects such as universes, business views, and reports.
•Operational Dashboards — View dashboards of Data Services job
execution statistics to see at a glance the status and performance of your
job executions for one or more repositories over a given time period.
•Data Quality Dashboards — Evaluate the reliability of your target data
based on the validation rules you created in your Data Services batch
jobs to quickly review, assess, and identify potential inconsistencies or
errors in source data.
•Auto Documentation — View, analyze, and print graphical
representations of all objects as depicted in Data Services Designer
including their relationships, properties, and more.
Related Topics
•Management Console—Metadata Reports Guide: Impact and Lineage
•Management Console—Metadata Reports Guide: Data Validation
Dashboard Reports
•Management Console—Metadata Reports Guide: Auto Documentation
Reports
2
Logging in
To access the Administrator, first log in to the Data Services Management
Console. The first time you log in to the Management Console, use the default
user name and password (admin/admin). Business Objects recommends
that you change the defaults thereafter.
Related Topics
•Managing user roles on page 35
To log in to the Management Console
1. The first step depends on your operating system:
•On Windows, click the Start menu and select Programs > Business
Objects XI 3.1 > BusinessObjects Data Services > Data Services
Management Console.
If you encounter an error, check to see if your web application server
is installed and running.
Data Services Management Console: Administrator Guide21
Administrator User Interface
2
About the Management Console
2. Enter the default user name (admin) and password (admin) and click Log
3. To launch the Administrator, click the Administrator icon (or name).
If you are logged in to the Designer, you can also access the Management
Console home page as follows:
•From the Start page, click Management Console.
•From the Tools menu, click Management Console.
•Click the Management Console tool bar icon.
•On UNIX, open a browser, enter the following case-sensitive URL,
then press Enter:
http://hostname:28080/DataServices
in.
The Management Console home page opens.
The Administrator Status page displays a status overview of all jobs.
Management Console navigation
After logging in to the Management Console and launching one of the
applications, the application name appears under the Management Console
banner.
The upper-right side of the main window includes the following links:
•Home—Click to return to the Management Console home page (for
example to select another application).
•Logout—Click to exit the application and the Management Console and
return to the login page.
•Settings—The metadata reporting applications also include a Settings
control panel for changing a variety of options depending on the
application.
As you navigate around the applications, notice the top of the right-hand
pane often displays a "bread crumb" path to indicate where you are in the
application. Depending on the page displayed, sometimes you can click on
the bread crumbs to navigate to a different part of the application.
The Administrator, Impact and Lineage Analysis, and Auto Documentation
applications also use a navigation tree in the left-hand pane.
Data Services Management Console sessions time out after 120 minutes (2
hours) of inactivity.
Administrator navigation
The layout of the Data Services Administrator consists of a window with a
navigation tree on the left and pages with tabs on the right.
Navigation tree
The navigation tree is divided into nine nodes: Status, Batch, Real-Time,
Web Services, Adapter Instances, Server Groups, Central Repositories,
Profiler Repositories, and Management.
Status node
Administrator User Interface
Administrator navigation
2
When the Administrator opens, it displays the Status page. The Status page
displays the status of the following items (after you have connected them to
the Administrator). The red, green, and yellow icons indicate the overall
status of each item based on the jobs, services, and other objects they
support.
•Batch—Contains the name of the repository associated with Job Server
on which you run the batch jobs. To see batch jobs status, connect the
repository to the Administrator.
Click the repository name to display a list of batch jobs and their status.
•Real-time—Contains the name of the Access Servers associated with a
real-time service. To see real-time jobs status, connect the Access Server
to the Administrator.
Click the Access Server name to display a list of real-time services and
their client interfaces.
•Adapters—Contains the name of the repository associated with Job
Server on which you run the adapter. To see an adapter's status, enable
Data Services Management Console: Administrator Guide23
Administrator User Interface
2
Administrator navigation
Batch node
a Job Server for adapters, then add the repository associated with that
Job Server.
•Profiler—Contains the name of the repository associated with the Profiler
Server. To see a profiler repository, connect the profiling repository to the
Administrator.
Click the repository name to display a list of profiler tasks and their status.
After you add at least one repository connection to the Administrator, you
can expand the Batch node. Then click a repository name to display its Batch
Job Status page.
Click the All Repositories option to see jobs in all repositories connected
to this Administrator (only appears if more than one repository is connected).
Each repository under the Batch node includes the following tabs:
•Batch Job Status—View the status of the last execution and in-depth
information about each job
•Batch Job Configuration—Configure execution and scheduling options
for individual jobs
•Repository Schedules—View and configure schedules for all jobs in the
repository
•Datastore Configurations—Edit some options for a datastore or a
particular datastore configuration rather than using the Designer.
•Resource Management—Manage data transfer and communication
resources that Data Services uses to distribute data flow execution.
Related Topics
•Batch Jobs on page 63
Real-Time node
After you add a connection to an Access Server in the Administrator, you
can expand the Real-Time node. Expand an Access Server name under the
Real-Time node to view the options.
View status of real-time services and client interfaces
supported by this Access Server. Control, restart, and
set a service provider interval for this Access Server.
View status for services and service providers, start
and stop services, add or remove a service, configure
Job Servers for a service.
View status for client interfaces, start and stop interfaces, add or remove an interface.
View list of current Access Server logs, content of
each log, clear logs, configure content of logs for
display, enable or disable tracing for each Access
Server.
View list of historical Access Server logs, view content
of each log, delete logs.
Web Services node
Use this node to select real-time and batch jobs that you want to publish as
Web service operations and to monitor the status of those operations. You
can also use the node to set security for jobs published as Web service
operations and view the WSDL file that Data Services generates.
Related Topics
•Support for Web Services on page 167
Data Services Management Console: Administrator Guide25
Administrator User Interface
2
Administrator navigation
Adapter Instances node
Use this node to configure a connection between Data Services and an
external application by creating an adapter instance and dependent
operations. This is a prerequisite requirement for creating a datastore for
adapters in the Designer.
After you create a datastore, import data through the adapter and create
jobs. Then use this node to view the status of Adapter instances. Options
are listed by Job Server under the Adapter Instance node.
Related Topics
•Adapters on page 155
Server Groups node
The Server Groups node allows you to group Job Servers that are associated
with the same repository into a server group.
Use a server group if you want Data Services to automatically use the Job
Server on a computer with the lightest load when a batch job is executed.
This functionality improves load balancing (throughput) in production
environments and also provides a hot backup method. When a job is
launched, if a Job Server is down, another Job Server in the same group
executes the job.
Related Topics
•Server groups on page 53
Central Repositories node
The Central Repositories node has configuration options for secure central
repositories including:
•Users and groups — Use to configure groups and users for secure
access to central repository objects
•Reports — Use to generate reports about central repository objects such
as which objects a user currently has checked out or the changes made
to an object over a specified time frame
After you connect a profiler repository to the Administrator, you can expand
Profiler Repositories node. Click a repository name to open the Profiler
Tasks Status page.
Related Topics
•Profile Server Management on page 137
Management node
The Management node contains the configuration options for the
Administrator application. Before you can use the Administrator, you must
add connections to other Data Services components using the Management
node. For example, expand the management node and:
•Click Repositories to add a connection to the repositories that contain
the jobs and data profiler tables with which you want to work.
Administrator User Interface
Administrator navigation
2
Pages
•Click Access Servers to add a connection to your Access Servers (for
real-time jobs).
Related Topics
•Administrator Management on page 29
The top of the page indicates the currently selected node. Once you select
a branch on the navigation tree to go to a page, use the tab row on the page
to navigate further.
As you drill into various pages, a "bread crumb" trail often indicates where
you are in the Administrator application. Depending on the page displayed,
sometimes you can click on the bread crumb links to navigate to a different
page.
Data Services Management Console: Administrator Guide27
Administrator User Interface
2
Administrator navigation
A dark blue (shaded) tab signifies the active page. Click a light blue tab to
go to that page. Some pages do not include a tab row.
Use the Management features to configure the Data Services Administrator.
Related Topics
•Adding repositories on page 30
•Managing user roles on page 35
•Adding Access Servers on page 37
•Centralizing administration on page 38
•Setting the status interval on page 39
•Setting the log retention period on page 40
Adding repositories
The Administrator allows you to manage batch jobs, real-time jobs, and
profiling tasks. You must first add a repository connection to the Administrator
so that you can view the jobs. Similarly, you must add a profiling repository
connection before you can view the tasks in that repository. After adding a
repository connection:
•Jobs and logs (stored on a Job Server computer) appear in the
Administrator.
•From the Batch Job Configuration page, you can execute batch jobs.
•Repositories become available to Metadata Reports users.
•From the Profiler Configuration page, change parameter settings for the
Data Profiler.
•From the Profiler Task Status page, you can view and manage Profiler
tasks.
Related Topics
•Connecting repositories to the Administrator on page 31
•Changing repository connection allocation on page 34