SAP Business objects Enterprise XI 3.0 Administrator's Guide
BusinessObjects Enterprise
Administrator's Guide
BusinessObjects Enterprise XI 3.0
Copyright
© 2008 Business Objects, an SAP company. All rights reserved. Business Objects
owns the following U.S. patents, which may cover products that are offered and
licensed by Business Objects: 5,295,243; 5,339,390; 5,555,403; 5,590,250;
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its logos, BusinessObjects, Business Objects Crystal Vision, Business Process
On Demand, BusinessQuery, Cartesis, Crystal Analysis, Crystal Applications,
Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Crystal
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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
2008-12-04
Contents
Getting Started 23Chapter 1
About this help...........................................................................................24
What's new in BusinessObjects Enterprise XI 3.0?...................................25
Where should I start?.................................................................................28
BusinessObjects Enterprise guides...........................................................31
Architecture 35Chapter 2
Architectural overview................................................................................36
Client tier components...............................................................................39
Application tier components.......................................................................49
Who should use this help?...................................................................24
About BusinessObjects Enterprise.......................................................24
Planning or performing your first deployment......................................28
Configuring your deployment...............................................................29
Changing your deployment's architecture............................................29
Improving your system's performance.................................................30
Working with objects in the CMC.........................................................30
Architecture basics...............................................................................36
Browser-based web applications ........................................................40
Installed desktop client applications ....................................................43
Web application servers.......................................................................50
Java software development kit (SDK) support.....................................51
.NET software development kit (SDK) support....................................54
BusinessObjects Web Services...........................................................55
Query as a Web Service......................................................................56
Packaged applications.........................................................................57
BusinessObjects Enterprise Administrator's Guide 3
Contents
Intelligence tier...........................................................................................58
Server classifications............................................................................59
Central Management Server (CMS).....................................................63
Event Server.........................................................................................65
File Repository Servers........................................................................65
Cache servers......................................................................................66
Processing tier...........................................................................................67
Job servers...........................................................................................67
Report and Processing servers ...........................................................69
Crystal Reports page server ................................................................72
Multi-Dimensional Analysis Server (MDAS) ........................................72
Dashboard and Analytics servers .......................................................73
Data tier ....................................................................................................74
Semantic layers ...................................................................................74
Connection Server ...............................................................................75
Security management................................................................................76
Central Management Server (CMS) security.......................................76
Security plug-ins...................................................................................77
Information flow ........................................................................................77
What happens when you schedule an object?.....................................78
What happens when you view a report?..............................................79
Security Concepts 83Chapter 3
Security overview.......................................................................................84
Authentication and authorization...............................................................85
Primary authentication..........................................................................86
Single sign-on support..........................................................................88
Security plug-ins...................................................................................92
Processing extensions.........................................................................94
Active trust relationship..............................................................................95
Logon tokens........................................................................................96
4 BusinessObjects Enterprise Administrator's Guide
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Ticket mechanism for distributed security............................................97
Sessions and session tracking..................................................................97
Session tracking...................................................................................98
CMS session tracking...........................................................................98
Environment protection..............................................................................99
Web browser to web server..................................................................99
Web server to BusinessObjects Enterprise........................................100
Auditing web activity................................................................................100
Protection against malicious logon attempts......................................100
Password restrictions.........................................................................101
Logon restrictions...............................................................................101
User restrictions.................................................................................102
Guest account restrictions..................................................................102
Configuring Third-Party Authentication 105Chapter 4
Using NT Authentication .........................................................................106
Using NT user accounts and groups..................................................106
Windows NT security plug-in..............................................................106
NT user account and group administration........................................107
Mapping NT user accounts and groups.............................................108
Using LDAP authentication......................................................................113
Managing LDAP accounts..................................................................114
Using AD with NTLM...............................................................................135
Using AD users and groups...............................................................136
Using AD and Kerberos with Java application servers............................141
Configuring Kerberos for Java application servers............................142
Using AD with SiteMinder........................................................................181
AD and SiteMinder workflow..............................................................181
Configuring AD and SiteMinder workflow...........................................181
Trusted Authentication.............................................................................188
Enabling Trusted Authentication........................................................188
BusinessObjects Enterprise Administrator's Guide 5
Contents
Managing Licenses 197Chapter 5
Overview..................................................................................................198
Managing license information..................................................................198
To view license information......................................................................198
Adding a license key................................................................................198
To add a license key................................................................................198
Viewing current account activity..............................................................199
To view current account activity...............................................................199
Managing and Configuring Servers 201Chapter 6
Server management overview.................................................................202
BusinessObjects Enterprise administrative tools...............................202
Working with the Servers management area in the CMC..................203
About Server Intelligence...................................................................208
Server management: what's new in this version of BusinessObjects
Enterprise...........................................................................................209
Working with nodes.................................................................................213
To add a node.....................................................................................214
To remove servers from a new node..................................................216
Recreating a Server Intelligence Agent on a local machine...............216
Viewing and changing the status of servers............................................218
To view a server's status....................................................................218
Starting, stopping, and restarting servers..........................................219
Stopping a Central Management Server............................................222
Enabling and disabling servers..........................................................223
Adding, cloning, and deleting servers......................................................224
Adding a server..................................................................................225
Cloning servers..................................................................................226
Deleting a server................................................................................227
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Server groups..........................................................................................227
Creating a server group......................................................................228
Working with server subgroups..........................................................229
Modifying the group membership of a server.....................................230
User access to servers and server groups.........................................231
Configuring server settings......................................................................233
To change a server's properties.........................................................234
Working with configuration templates.................................................234
Changing the connect port used by Tomcat.......................................237
Configuring port numbers...................................................................237
Copying data from one CMS system database to another................242
Deleting and recreating the CMS system database...........................248
Selecting a new or existing CMS database........................................250
Setting root directories and idle times of the File Repository Servers.252
Modifying performance settings.........................................................253
Configuring destinations for job servers.............................................254
Configuring Windows processing servers for your data source.........261
Configuring UNIX processing servers for your data source...............261
Configuring a multihomed machine.........................................................268
Configuring the CMS to bind to a network address............................269
Configuring the remaining servers to bind to a network address.......269
Adding and removing Windows server dependencies.............................269
Changing the system user account.........................................................270
Configuring servers for SSL.....................................................................271
Creating key and certificate files........................................................271
Configuring the SSL protocol.............................................................274
Clustering Central Management Servers................................................276
Adding a CMS to a cluster..................................................................278
Adding a new node to a cluster..........................................................278
Adding clusters to the web.xml file.....................................................279
Preparing to copy a CMS system database.......................................280
BusinessObjects Enterprise Administrator's Guide 7
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Changing the name of a CMS cluster................................................281
Backing up and restoring server configuration settings...........................282
To back up server configuration settings to a BIAR file......................283
To restore server configuration settings.............................................284
To import nodes from one cluster to another .....................................296
Working with Federation 299Chapter 7
Federation................................................................................................300
Federation terms......................................................................................302
BI application .....................................................................................302
Destination site ..................................................................................302
Local...................................................................................................302
Locally run completed instances .......................................................302
Multiple Origin sites ...........................................................................303
One-way replication ...........................................................................303
Origin site ..........................................................................................303
Remote...............................................................................................303
Remote Connection............................................................................303
Remote Scheduling............................................................................303
Replication..........................................................................................304
Replication Job...................................................................................304
Replication List...................................................................................304
Replication Object..............................................................................304
Replication package...........................................................................304
Replication refresh.............................................................................305
Two-way replication............................................................................305
Replication Lists.......................................................................................305
Creating a Replication List.................................................................306
Managing a Replication List...............................................................311
Viewing a Remote Connection................................................................312
Creating a Remote Connection..........................................................312
8 BusinessObjects Enterprise Administrator's Guide
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Modifying a Remote Connection........................................................315
Viewing a Replication Job........................................................................315
Creating a Replication Job.................................................................316
Scheduling a Replication Job.............................................................319
Modifying a Replication Job...............................................................320
Viewing a log after a Replication Job.......................................................320
Managing security rights..........................................................................322
Rights required on the Origin site.......................................................322
Rights required on the Destination site..............................................323
Federation specific objects.................................................................324
Replicating security on an object.......................................................325
Replicating security on an object using access levels.......................326
Replicating third-party users and groups.................................................326
Managing Object Cleanup.......................................................................327
How to use Object Cleanup................................................................328
Object Cleanup limits.........................................................................329
Object Cleanup frequency..................................................................329
Replication types and mode options........................................................330
One-way replication ...........................................................................330
Two-way replication ...........................................................................331
Refresh from Origin or Refresh from Destination...............................331
Managing conflict detection and resolution.............................................333
One-way replication conflict resolution...............................................334
Two-way replication conflict resolution...............................................336
Using Web Services in Federation..........................................................340
Session variable.................................................................................340
File caching........................................................................................340
Custom deployment...........................................................................341
Remote scheduling and locally run instances.........................................342
Remote scheduling.............................................................................342
Locally run instances..........................................................................344
BusinessObjects Enterprise Administrator's Guide 9
Contents
Instance share....................................................................................345
Managing migration and promotion.........................................................346
Best practices..........................................................................................349
Current release limitations..................................................................353
Troubleshooting error messages........................................................354
Working with Firewalls 357Chapter 8
Understanding communication between BusinessObjects Enterprise
components.............................................................................................358
Overview of BusinessObjects Enterprise servers and communication
ports...................................................................................................358
Communication between BusinessObjects Enterprise components ..360
Configuring BusinessObjects Enterprise for firewalls..............................371
To configure the system for firewalls..................................................371
Examples of typical firewall scenarios.....................................................375
Example - Application tier deployed on a separate network..............375
Example - Rich client and database tier separated from BusinessObjects
Enterprise servers by a firewall..........................................................379
Modifying Default Security Behavior 383Chapter 9
BusinessObjects Enterprise and reverse proxy servers .........................384
Introduction to reverse proxy servers.................................................384
Supported reverse proxy servers ......................................................385
Understanding how BusinessObjects Enterprise web applications are
deployed ............................................................................................385
Configuring reverse proxy servers for BusinessObjects Enterprise web
applications..............................................................................................386
To configure the reverse proxy server ...............................................387
Detailed instructions for configuring reverse proxy servers for
BusinessObjects Enterprise...............................................................387
Configuring Apache 2.2 reverse proxy server for BusinessObjects
Enterprise...........................................................................................389
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Configuring WebSEAL 6.0 reverse proxy server for BusinessObjects
Enterprise...........................................................................................390
Special configuration for BusinessObjects Enterprise in reverse proxy
deployments............................................................................................391
Enabling reverse proxy for Developer Suite Web Services...............391
Enabling reverse proxy for BusinessObjects Live Office...................395
Enabling reverse proxy for Business Process BI Web Services........396
Enabling reverse proxy for the Voyager application ..........................397
Improving Performance 399Chapter 10
Improving performance............................................................................400
Assessing your system's performance....................................................400
Assessing user needs........................................................................401
Analyzing server metrics....................................................................402
Resolving performance issues................................................................412
Performance risks and solutions........................................................414
Managing Auditing 443Chapter 11
How does auditing work?.........................................................................444
Configuring auditing.................................................................................450
Which events can I audit?..................................................................453
Enabling auditing of user and system events..........................................469
To enable auditing events for client applications................................472
To use the configuration template......................................................472
Configuring the universe connection.......................................................473
Using sample auditing reports.................................................................475
Controlling synchronization of auditing actions.......................................476
Optimizing system performance while auditing.......................................477
BusinessObjects Enterprise Administrator's Guide 11
Contents
Auditing Reports 479Chapter 12
Using auditing reports..............................................................................480
Why are reports important?................................................................480
Auditor report names..........................................................................483
Viewing sample auditing reports..............................................................495
Creating custom auditing reports.............................................................496
Auditing database schema reference......................................................496
Audit_Event........................................................................................496
Audit_Detail .......................................................................................497
Server_Process..................................................................................498
Event_Type........................................................................................499
Application_Type................................................................................500
Detail_Type tables..............................................................................500
Event and Detail reference tables...........................................................501
Server Command Lines 521Chapter 13
Command lines overview.........................................................................522
Standard options for all servers...............................................................523
UNIX signal handling..........................................................................528
Central Management Server...................................................................529
Central Configuration Manager (CCM)....................................................533
Crystal Reports Processing Server and Crystal Reports Cache Server...534
Job servers..............................................................................................537
Report Application Server........................................................................540
Web Intelligence Processing Server........................................................544
Input and Output File Repository Servers...............................................546
Event Server............................................................................................549
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UNIX Tools 551Chapter 14
Script utilities............................................................................................552
ccm.sh................................................................................................552
cmsdbsetup.sh...................................................................................558
configpatch.sh....................................................................................558
serverconfig.sh...................................................................................558
uninstallBOBJE.sh..............................................................................560
Script templates.......................................................................................560
startservers.........................................................................................560
stopservers.........................................................................................561
silentinstall.sh.....................................................................................561
Scripts used by BusinessObjects Enterprise...........................................562
bobjerestart.sh....................................................................................562
env.sh.................................................................................................562
env-locale.sh......................................................................................562
initlaunch.sh.......................................................................................563
patchlevel.sh......................................................................................563
postinstall.sh.......................................................................................564
setup.sh..............................................................................................564
setupinit.sh.........................................................................................564
BIAR Command Line Tool 565Chapter 15
Biar Command Line Tool.........................................................................566
The Biar Engine Command Line Tool's Properties File ..........................569
To use the BIAR Command Line Tool......................................................575
Working with the Central Management Console 577Chapter 16
Overview..................................................................................................578
Using the CMC........................................................................................578
BusinessObjects Enterprise Administrator's Guide 13
Contents
Logging on to the CMC......................................................................579
Navigating within the CMC.................................................................580
Setting CMC preferences...................................................................581
Making initial security settings.................................................................583
Setting the Administrator password...................................................583
Disabling a user account....................................................................584
Setting Rights 585Chapter 17
How rights work in BusinessObjects Enterprise......................................586
Access levels......................................................................................587
Advanced rights settings....................................................................587
Inheritance..........................................................................................588
Type-specific rights.............................................................................594
Determining effective rights................................................................596
Managing security settings for objects in the CMC.................................597
Workflow: Viewing rights for a principal on an object.........................598
Workflow: Assigning principals to an access control list for an object.599
Workflow: Modifying security for a principal on an object..................600
Workflow: Setting rights on a top-level folder in BusinessObjects
Enterprise...........................................................................................601
Checking security settings for a principal...........................................602
Working with access levels......................................................................605
Choosing between View and View On Demand access levels..........608
To copy an existing access level........................................................610
To create a new access level.............................................................610
To rename an access level.................................................................610
To delete an access level...................................................................611
To modify rights in an access level.....................................................611
Tracing the relationship between access levels and objects..............613
Managing access levels across sites.................................................613
Breaking inheritance................................................................................615
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To disable inheritance.........................................................................616
Using rights to delegate administration...................................................617
Choosing between Modify the rights users have to objects options...619
Owner rights.......................................................................................621
Summary of recommendations for rights administration.........................621
Managing Users and Groups 623Chapter 18
Account management overview..............................................................624
User management..............................................................................624
Group management...........................................................................625
Available authentication types ...........................................................627
Managing Enterprise and general accounts............................................629
To add subgroups...............................................................................633
Adding users to groups......................................................................635
Changing password settings..............................................................637
Enabling Trusted Authentication........................................................639
Granting access to users and groups................................................640
Controlling access to user inboxes....................................................640
Configuring the InfoView logon screen...............................................641
Managing aliases.....................................................................................642
Managing Applications 647Chapter 19
Overview..................................................................................................648
Setting user rights on applications...........................................................648
Managing CMC settings..........................................................................648
To manage settings for the CMC.............................................................649
Managing Discussions settings...............................................................650
To manage Discussions settings in the CMC.....................................650
Searching for a Discussion thread.....................................................650
To search for a discussion thread......................................................650
BusinessObjects Enterprise Administrator's Guide 15
Contents
Sorting search results in Discussions................................................652
To sort your Discussion thread results...............................................652
Deleting a Discussion thread..............................................................652
To delete a discussion thread.............................................................653
Setting user rights....................................................................................653
Managing InfoView settings.....................................................................653
To change display settings for InfoView...................................................654
Managing Web Intelligence settings........................................................654
To modify display settings in Web Intelligence........................................655
Managing BI Widgets settings.................................................................655
Setting rights in BI Widgets................................................................656
Managing Data Sources and Connections 659Chapter 20
Overview..................................................................................................660
Data source connections.........................................................................660
Managing universes.................................................................................661
To view and delete universes..................................................................661
To control access to universes................................................................661
Managing universe connections..............................................................662
To delete a universe connection..............................................................662
Controlling access to universe connections............................................662
To control access to a universe connection.............................................662
To set advanced rights to a universe connection.....................................663
Working with Content Objects 665Chapter 21
Overview..................................................................................................666
General object management...................................................................666
To copy an object...............................................................................666
To move an object..............................................................................667
To create an object shortcut...............................................................667
16 BusinessObjects Enterprise Administrator's Guide
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Relationships......................................................................................673
Report object management.....................................................................675
What are report objects and instances?.............................................675
Setting report refresh options.............................................................676
Setting report processing options.......................................................678
Processing extensions.......................................................................689
Applying processing extensions to reports.........................................690
Working with hyperlinked reports ......................................................694
Program object management..................................................................698
What are program objects and instances?.........................................698
Setting program processing options...................................................700
Authentication and program objects...................................................705
Object package management..................................................................707
What are object packages, components, and instances?..................708
Adding objects to an object package.................................................709
Configuring object packages and their objects..................................710
Authentication and object packages..................................................711
Scheduling Objects 713Chapter 22
Overview..................................................................................................714
Scheduling...............................................................................................714
About the recurrence options and parameters...................................714
Scheduling objects.............................................................................719
Scheduling objects using object packages........................................720
Scheduling an object with events.......................................................721
Setting general scheduling options..........................................................723
Setting notification for the success or failure of a scheduling job.......723
Specifying alert notification.................................................................727
Selecting a destination.......................................................................729
Choosing a format..............................................................................740
Selecting cache options for Web or Desktop Intelligence documents.750
BusinessObjects Enterprise Administrator's Guide 17
Contents
Scheduling an object for a user or group...........................................751
Selecting server group settings..........................................................752
Managing instances.................................................................................753
Managing and viewing the history of instances..................................754
Setting instance limits for an object....................................................760
Using Calendars......................................................................................761
Calendars overview............................................................................761
Creating calendars.............................................................................762
Adding dates to a calendar.................................................................763
Deleting calendars..............................................................................768
Specifying calendar rights..................................................................769
Managing events.....................................................................................769
Managing events overview.................................................................770
File-based events...............................................................................771
Schedule-based events......................................................................772
Custom events...................................................................................774
Specifying event rights.......................................................................775
Running objects instantly.........................................................................775
To run objects now.............................................................................776
Organizing Objects 777Chapter 23
Overview..................................................................................................778
Organizing objects overview....................................................................778
About folders .....................................................................................778
About categories................................................................................779
Working with folders................................................................................779
Creating and deleting folders.............................................................780
Copying and moving folders...............................................................781
Adding new objects to a folder...........................................................782
Specifying folder rights.......................................................................784
Setting limits for folders, users, and groups.......................................784
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Managing Personal Folders...............................................................785
Working with categories...........................................................................786
Creating and deleting categories.......................................................786
Moving categories..............................................................................787
Adding an object to a category...........................................................788
Removing or deleting objects from a category...................................789
Specifying category rights..................................................................789
Managing personal categories...........................................................789
Adding Objects to the Repository 791Chapter 24
Overview..................................................................................................792
Options for adding Crystal reports.....................................................792
Publishing Wizard procedures.................................................................793
Saving objects directly to the CMS..........................................................807
Publishing and Publications 809Chapter 25
Overview..................................................................................................810
About Publishing......................................................................................810
What is a publication?........................................................................810
Publishing workflow............................................................................811
Rights required for Publishing............................................................813
Publication concepts................................................................................815
Report bursting...................................................................................815
Delivery rules......................................................................................817
Dynamic recipients.............................................................................820
Destinations........................................................................................821
Formats..............................................................................................825
Personalization...................................................................................828
Subscription........................................................................................829
To create a new publication in the CMC..................................................830
BusinessObjects Enterprise Administrator's Guide 19
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To create a new publication in InfoView...................................................830
Managing Profiles 833Chapter 26
How profiles work....................................................................................834
Profiles and the Publishing workflow..................................................834
Profile targets and profile values.............................................................836
To specify a global profile target.........................................................837
Specifying profile values.....................................................................838
Resolving conflicts between profiles........................................................841
Conflicts between profile values.........................................................842
Specifying profile rights............................................................................843
Content Search 845Chapter 27
Content Search overview.........................................................................846
Searchable document types...............................................................846
Search syntax and interpretation.......................................................848
Multilingual search..............................................................................850
Content Search and instances...........................................................851
Facets and labels...............................................................................851
Prompts and Parameters...................................................................851
Reports with view time security..........................................................852
Suggested queries.............................................................................853
Limited number of search results.......................................................854
Excluding documents from Content Search.......................................854
Servers and architecture..........................................................................855
Deploying the Content Search service....................................................856
Planning your Content Search deployment........................................856
Installation and Upgrade....................................................................858
Configuration...........................................................................................858
Managing Content Search application settings..................................858
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Setting rights for the Content Search application...............................862
Disabling and removing Content Search............................................862
Maximum group instances indexed....................................................863
JVM Heap Size...................................................................................864
Understanding and managing the indexing process...............................865
Preparing for the initial indexing.........................................................865
Creating the initial index.....................................................................866
Managing the indexing program object..............................................866
Terminating the indexing process.......................................................869
Troubleshooting.......................................................................................870
To troubleshoot an indexing failure ...................................................870
To clean up after unplanned system downtime .................................871
Rights Appendix 873Chapter 28
About the rights appendix........................................................................874
General rights..........................................................................................874
Rights for specific object types................................................................878
Folder rights.......................................................................................878
Categories..........................................................................................878
Notes..................................................................................................879
Crystal reports....................................................................................880
Desktop Intelligence documents........................................................881
Web Intelligence documents..............................................................882
Users and groups...............................................................................884
Access levels......................................................................................885
Dashboards........................................................................................886
Universes...........................................................................................887
Applications........................................................................................890
BusinessObjects Enterprise Administrator's Guide 21
Contents
Get More Help 915Appendix A
Index 919
22 BusinessObjects Enterprise Administrator's Guide
Getting Started
1
Getting Started
1
About this help
About this help
This help provides you with information and procedures for deploying and
configuring your BusinessObjects Enterprise system. Procedures are provided
for common tasks. Conceptual information and technical details are provided
for all advanced topics.
For daily maintenance tasks and procedures for working with the CMC, see
the BusinessObjects Enterprise Administrator's Guide.
For information about installing BusinessObjects Enterprise, see the
BusinessObjects Enterprise Installation Guide.
Who should use this help?
This help covers deployment and configuration tasks. We recommend
consulting this guide if you are:
• planning your first deployment
• configuring your first deployment
• making significant changes to the architecture of an existing deployment
• improving your system's performance.
This help is intended for system administrators who are responsible for
configuring, managing, and maintaining a BusinessObjects Enterprise
installation. Familiarity with your operating system and your network
environment is beneficial, as is a general understanding of web application
server management and scripting technologies. However, to assist all levels
of administrative experience, this help aims to provide sufficient background
and conceptual information to clarify all administrative tasks and features.
About BusinessObjects Enterprise
BusinessObjects Enterprise is a flexible, scalable, and reliable solution for
delivering powerful, interactive reports to end users via any web
application—intranet, extranet, Internet or corporate portal. Whether it is
used for distributing weekly sales reports, providing customers with
24 BusinessObjects Enterprise Administrator's Guide
Getting Started
What's new in BusinessObjects Enterprise XI 3.0?
personalized service offerings, or integrating critical information into corporate
portals, BusinessObjects Enterprise delivers tangible benefits that extend
across and beyond the organization. As an integrated suite for reporting,
analysis, and information delivery, BusinessObjects Enterprise provides a
solution for increasing end-user productivity and reducing administrative
efforts.
What's new in BusinessObjects Enterprise
XI 3.0?
This version of BusinessObjects Enterprise introduces many new features
and enhancements. The following table briefly describes these features and
where to find more information about them.
Documentation resourcesWhat's New
1
Server Intelligence: Server management is now
handled through the CMC. This enhancement
simplifies many common server management
procedures, and introduces new features that
make it easier to add and configure servers,
monitor server status, and automate server
processes.
Cloning servers: Instead of manually configuring
a new server, you can create a new "cloned"
server based on the configuration settings of
an existing server.
•
About Server Intelligence on page 208
•
Server management:
what's new in this version of BusinessObjects
Enterprise on page 209
•
Cloning servers on
page 226
BusinessObjects Enterprise Administrator's Guide 25
Getting Started
1
What's new in BusinessObjects Enterprise XI 3.0?
Federation: This new feature is an important
cross-site replication tool. Federation allows
you to manage content from a BusinessObjects
Enterprise deployment (Origin site) and replicate
it to other BusinessObjects Enterprise deployments (Destination sites). Both one-way and
two-way replication is possible, as well as setting replication on a recurring schedule. With
Federation, you can manage your content from
one site, streamline global processes and reduce network traffic.
Access levels: This release of BusinessObjects
Enterprise lets you create and maintain access
levels that are customized for your deployment
and security needs. Access levels are groups
of rights that users frequently need. They allow
administrators to set common security levels
quickly and uniformly.
Documentation resourcesWhat's New
• For more information
about Federation, see
the BusinessObjects
Enterprise Administrator's Guide. The latest
version of the PDF is
available on the Business Objects technical
support site.
•
How rights work in BusinessObjects Enterprise
on page 586
•
Working with access
levels on page 605
Publishing: This version features many enhancements to the Publishing feature, including support for Crystal reports and Web Intelligence
documents, new processing capabilities, and
the ability to publish to multiple formats and
destinations and enhanced PDF, as well as
support for customized publication extensions,
dynamic recipients, and delivery rules.
26 BusinessObjects Enterprise Administrator's Guide
•
About Publishing on
page 810
• For more information,
see the BusinessObjects
Enterprise Publisher's
Guide. The latest ver-
sion of the PDF is available on the Business
Objects technical support site.
What's new in BusinessObjects Enterprise XI 3.0?
Instance Manager: This version features a new
area of the CMC called the Instance Manager,
which allows you to manage all of the instances
on BusinessObjects Enterprise from one location. You can multi-select instances to perform
batch operations on them, such as pause, resume, run now, or delete. You can also use the
Instance Manager to request detailed information for a single instance, which is useful when
you need to diagnose and resolve system
problems that cause instances to fail.
Auditing: The range of auditable actions and
details on those actions has been increased.
Administrators can now audit client applications
(including Desktop and Web Intelligence), and
Desktop Intelligence server actions. The auditing Universe has been extended, and a greater
amount of detail will be captured by the auditing
events, including template and instance IDs, as
well as IP addresses and machine names for
client applications.
Getting Started
Documentation resourcesWhat's New
•
Instance Manager on
page 756
•
Managing instances on
page 753
•
Managing Auditing on
page 443
1
Content Search: Content Search is an optimized
search tool that enables InfoView users to
search within the content of objects managed
by BusinessObjects Enterprise. Content Search
can recognise stem and stop words, search
techniques used similar to those used in other
search engines, and enables users to search
in multiple languages. Content Search refines
the search results by grouping them into categories of similar object types, and ranking them
in order of their relevance to the search term.
It can recognise search terms in data structure
and suggest new Web Intelligence queries that
may contain the data users are searching for.
BusinessObjects Enterprise Administrator's Guide 27
•
Content Search
overview on page 846
• Users conduct Content
Searches in InfoView.
For information on conducting Content Searches, see the BusinessOb-
jects Enterprise InfoView
User’s Guide.
Getting Started
1
Where should I start?
Online documentation library
A completely new interface to the full documentation set now has guides for
all Business Objects products. The new online documentation library has
the most up-to-date version of the Business Objects product documentation,
posted upon publication and updated regularly. You can browse the library
contents, run full-text searches, read guides on line, and download PDFs.
http://support.businessobjects.com/documentation/product_guides/default.asp
Where should I start?
Depending on your situation, you may want to focus on specific sections of
this help, and there may be other resources available for you. For each of
the following situations, there is a list of suggested tasks and reading topics.
•
Planning or performing your first deployment on page 28
•
Configuring your deployment on page 29
•
Changing your deployment's architecture on page 29
•
Improving your system's performance on page 30
•
Working with objects in the CMC on page 30
Planning or performing your first deployment
If you are planning or performing your first deployment of BusinessObjects
Enterprise, it is recommended that you perform the following tasks and read
the corresponding sections:
•
To get familiar with the components, read Architectural overview on
page 36.
• To assess your needs and design a deployment architecture that works
best for you, read the BusinessObjects Enterprise Deployment Planning
Guide.
•
Understanding communication between BusinessObjects Enterprise
components on page 358
•
Security overview on page 84
•
If you plan to use third-party authentication, read Configuring Third-Party
Authentication on page 105
28 BusinessObjects Enterprise Administrator's Guide
• For advice about assessing your anticipated performance needs, see
Improving performance on page 400.
• For more information about installing BusinessObjects Enterprise, see
the BusinessObjects Enterprise Installation Guide.
•
After you install, read Server management overview on page 202.
Configuring your deployment
If you have just completed your installation of BusinessObjects Enterprise
and need to perform initial configuration tasks, such as firewall configuration
and user management, it is recommended that you read the following
sections:
•
Server management overview on page 202
•
Understanding communication between BusinessObjects Enterprise
components on page 358
•
Security overview on page 84
Getting Started
Where should I start?
1
•
If you plan to use third-party authentication, read Configuring Third-Party
Authentication on page 105
• For advice about assessing and improving your system's performance,
see Improving performance on page 400.
•
If you want to monitor your existing system, read Managing Auditing on
page 443 and Auditing Reports on page 479.
Changing your deployment's architecture
Are you expecting a significant increase in server traffic? Do you need to
accommodate a sudden influx of users? Do you need to incorporate new
kinds of content from new sources? Or do you need to update a deployment
that didn't adequately anticipate the volume of objects being processed on
a daily basis?
If you need to revise your deployment to account for significant changes in
how you use the system, it is recommended that you read the following
sections:
BusinessObjects Enterprise Administrator's Guide 29
Getting Started
1
Where should I start?
• For advice about assessing and improving your system's performance,
see Improving performance on page 400.
•
If you are installing new server components, see Server management
overview on page 202.
•
If you are importing or configuring new users, see Account management
overview on page 624.
• For information about installing new components, you can find more
information in the BusinessObjects Enterprise Installation Guide.
Improving your system's performance
If you want to assess your deployment's efficiency and fine-tune it in order
to maximize resources, it is recommended that you read the following
sections:
• For advice about assessing and improving your system's performance,
see Improving performance on page 400.
•
If you want to monitor your existing system, read Managing Auditing on
page 443 and Auditing Reports on page 479.
• For daily maintenance tasks and procedures for working with servers in
the CMC, see Server management overview on page 202.
Working with objects in the CMC
If you are working with objects in the CMC, read the following sections:
•
To get started with the CMC, see Using the CMC on page 578.
• For information about setting up users and groups in the CMC, see
Account management overview on page 624.
•
To publish objects to BusinessObjects Enterprise, see About Publishing
on page 810
•
To set security on objects, see How rights work in BusinessObjects
Enterprise on page 586.
30 BusinessObjects Enterprise Administrator's Guide
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