SAP Business objects Enterprise XI 3.0 Portal Integration Kit

Portal Integration Kit Administrator's Guide for Microsoft SharePoint

BusinessObjects Enterprise XI 3.1

windows

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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

2008-09-03

Chapter 1

Welcome to the BusinessObjects Enterprise XI Portal Integration Kit 5

About this guide...........................................................................................6

Who should read this guide....................................................................6

Configuring Your Deployment 7Chapter 2

Overview......................................................................................................8

Configuring BusinessObjects Enterprise for your SharePoint deployment..8

Security and Single Sign On..................................................................8

User and group rights.............................................................................9

Additional configuration settings..................................................................9

Specifying a server for viewing reports................................................10

Using parameters.................................................................................11

Scheduling and scaling recommendations................................................12

Exporting reports..................................................................................12

Data source information.......................................................................13

Availability column................................................................................13

Report rights.........................................................................................13

Miscellaneous settings and considerations...............................................13

Determining specific IDs for locations or reports..................................14

Performance Improvement...................................................................14

Crystal Reports considerations..................................................................15

Building Customized Web Parts 17Chapter 3

Communication interfaces.........................................................................18

List web part..............................................................................................18

Portal Integration Kit Administrator's Guide for Microsoft SharePoint 3

Contents

List integration......................................................................................18

Viewer web part.........................................................................................19

Viewer integration.................................................................................20

Troubleshooting 23Chapter 4

Trace Exceptions.......................................................................................24

Get More Help 25Appendix A

Index 29

4 Portal Integration Kit Administrator's Guide for Microsoft SharePoint

Welcome to the BusinessObjects Enterprise XI Portal Integration Kit

About this guide

This guide details configuration and troubleshooting information for the BusinessObjects Enterprise XI 3.1 Portal Integration Kit.

Who should read this guide

This guide is intended for the following audiences:

• administrators who want to know how to configure BusinessObjects

Enterprise to work with the BusinessObjects Enterprise XI 3.1 Portal Integration Kit.

• portlet developers who want to know how to create customized portlets

Familiarity with your portal server is essential, as is a good working knowledge of both Crystal Reports and BusinessObjects Enterprise.

For more information about the BusinessObjects Enterprise XI 3.1 Portal Integration Kit, consult the BusinessObjects Enterprise XI 3.1 Portal

Integration Kit Installation Guide and the BusinessObjects Enterprise XI 3.1 Portal Integration Kit User's Guide, see http://help.sap.com/.

For more information about BusinessObjects Enterprise, consult the BusinessObjects Enterprise Administrator's Guide, which is included with BusinessObjects Enterprise. For more information about Crystal Reports, consult the Crystal Reports User's Guide, which is included with Crystal Reports.

6 Portal Integration Kit Administrator's Guide for Microsoft SharePoint

Configuring Your Deployment

Overview

There are many possible configurations for your SharePoint deployment. This chapter provides detailed information about configuring BusinessObjects Enterprise and on scheduling and setting report properties to maximize their effectiveness for Information Consumers. This chapter requires that you have experience in using and administering BusinessObjects Enterprise. For more information on BusinessObjects Enterprise, refer to the BusinessObjects Enterprise Administrator's Guide, which is found in your BusinessObjects Enterprise product distribution.

Configuring BusinessObjects Enterprise for your SharePoint deployment

When you first install the BusinessObjects Enterprise XI 3.1 Portal Integration Kit, you may need to configure or update certain settings within BusinessObjects Enterprise to optimize your deployment.

Note:

After you install the BusinessObjects Enterprise XI 3.1 Portal Integration Kit, no icons or shortcuts are added to your Start menu.

Security and Single Sign On

The BusinessObjects Enterprise XI Portal Integration Kit supports Windows Active Directory and Windows NT Authentication automatic Sign On with your BusinessObjects Enterprise deployment. Automatic Sign On is enabled when the value is set to true in the web.config file.

After installing the BusinessObjects Enterprise XI Portal Integration Kit, you need to ensure that your BusinessObjects Enterprise security settings are set correctly. Otherwise, your users may see the following error message when they attempt to access the portal:

"Unable to access the BusinessObjects Enterprise infrastructure

at servername to username. The infrastructure may not be ac

cessible, or you have not been granted access using automatic

sign-on with authenticationmode. Contact your reporting admin

istrator for further details on availability."

8 Portal Integration Kit Administrator's Guide for Microsoft SharePoint

If you are using LDAP, NT, or AD authentication, ensure the following items are set:

• BusinessObjects Enterprise Credential Prompt is set to false

• Your LDAP, NT, or AD deployment is set up properly

• Your portal user names match the aliases in your authentication system

Note:

If you are using Enterprise or LDAP authentication to sign on automatically, the BusinessObjects Enterprise XI Portal Integration Kit will attempt to log on with the portal user's name and a blank password. Please ensure that your CMC authentication is setup to handle this situation.

For more information, see the “BusinessObjects Enterprise Security Concepts” section in the BusinessObjects Enterprise Administrator's Guide.

User and group rights

If users do not have View On Demand rights to reports that do not have instances in the BusinessObjects Enterprise system, they will see an “Unavailable” status (and no hyperlinks) in the Availability column of the listing web part.

Configuring Your Deployment

Additional configuration settings

Users need View rights to see reports in the list; they need View On Demand rights to access reports in real-time (versus reports that have been scheduled and run beforehand).

To ensure that all users have View rights, in the BusinessObjects Enterprise Central Management Console, add your users to the Everyone group and then give this group View rights to specific folders that contain reports that are accessed by SharePoint. For more information about setting user rights, see the “Controlling User Access” section in the BusinessObjects Enterprise Administrator's Guide.

Additional configuration settings

This section provides information about optional BusinessObjects Enterprise settings that you can configure for your SharePoint deployment.

Portal Integration Kit Administrator's Guide for Microsoft SharePoint 9

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