SAP Business objects Enterprise XI 3.1 LifeCycle Manager User's Guide
BusinessObjects LifeCycle Manager
User's Guide
BusinessObjects Enterprise XI 3.1 Service Pack2
windows
Copyright
© 2009 SAP® BusinessObjects™. All rights reserved. SAP BusinessObjects and
its logos, BusinessObjects, Crystal Reports®, SAP BusinessObjects Rapid Mart™,
SAP BusinessObjects Data Insight™, SAP BusinessObjects Desktop Intelligence™,
SAP BusinessObjects Rapid Marts®, SAP BusinessObjects Watchlist Security™,
SAP BusinessObjects Web Intelligence®, and Xcelsius® are trademarks or
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companies in the United States and/or other countries. SAP® is a registered
trademark of SAP AG in Germany and/or other countries. All other names
mentioned herein may be trademarks of their respective owners.
2009-07-17
Contents
Introduction 7Chapter 1
About this Guide..........................................................................................8
What is Life-Cycle Management?................................................................8
What is LifeCycle Manager? .......................................................................8
LifeCycle Manager Terms............................................................................9
LifeCycle Manager Features 13Chapter 2
Authorization in LifeCycle Manager...........................................................15
Security in LifeCycle Manager...................................................................16
LifeCycle Manager Application Access Rights..........................................17
Workflows in LifeCycle Manager...............................................................18
LifeCycle Manager Home Page and Shopping Cart 21Chapter 3
Getting Started with LifeCycle Manager 25Chapter 4
Logging into the LifeCycle Manager Tool..................................................26
Using the Administration Options..............................................................27
Setting Preferences...................................................................................33
Logging Options in LifeCycle Manager......................................................33
Using the Manage Systems Option .....................................................28
Using the Rollback Settings Option .....................................................28
Using the Job Settings Option .............................................................29
Using the Audit Log Option .................................................................29
Using the Version Management System Settings Option ...................30
BusinessObjects LifeCycle Manager User's Guide 3
Contents
Using LifeCycle Manager 35Chapter 5
Creating and Deleting a Folder .................................................................36
Creating a Folder..................................................................................37
Deleting a Folder..................................................................................37
Creating a New Job ..................................................................................37
Logging into a New CMS .....................................................................40
Creating a New Job by Copying an Existing Job ......................................40
Searching for a Job....................................................................................41
Editing a Job .............................................................................................42
Adding an Infoobject to a Job ...................................................................42
Searching for Dependents ........................................................................43
Managing Job Dependencies....................................................................44
Promoting a Job When the Repositories are Connected..........................47
Mappings in LifeCycle Manager...........................................................52
Promoting a Job by Using a BIAR File......................................................57
Exporting a Job to a BIAR File ............................................................57
Importing a Job from a BIAR File ........................................................59
Scheduling a Job in LifeCycle Manager....................................................60
Scheduling a Job Promotion................................................................62
Updating the Recurring and Pending Job Promotion Instances..........63
Viewing the History of a Job .....................................................................64
Rolling Back a Job in LifeCycle Manager.............................................65
Auditing in LifeCycle Manager 69Chapter 6
How Auditing Works..................................................................................70
Creating Custom Audit Reports ................................................................70
Audit Database Schema Reference.....................................................70
User Events Enabled for LifeCycle Manager Client.............................71
Event and Detail Reference Tables .....................................................71
4 BusinessObjects LifeCycle Manager User's Guide
Contents
LifeCycle Manager Job Server Auditing Events...................................91
Managing Different Versions of an infoobject 93Chapter 7
More Information 97Appendix A
Index 101
BusinessObjects LifeCycle Manager User's Guide 5
Contents
6 BusinessObjects LifeCycle Manager User's Guide
Introduction
1
Introduction
1
About this Guide
About this Guide
BusinessObjects Enterprise XI 3.1 Service Pack2 LifeCycle Manager is a
web-based tool that enables you to move business intelligence (BI) resources
from one repository to another. It also supports the management of different
versions of the same BI resource.
This guide introduces you to the LifeCycle Manager tool and discusses its
features. It also describes how to use the different features that this tool
supports.
What is Life-Cycle Management?
Life-Cycle Management refers to the set of processes involved in managing
information related to a product life cycle, from the stage of concept through
delivery. It establishes procedures for governing the entire product life cycle,
which includes phases such as development, production, and testing.
The BI resources that are present in the development repository must be
transferred to the testing repository for testing deployment. These phases
can occur at the same site or at different geographical locations. The time
required to transfer resources from one repository to another repository must
be minimal, to obtain a high-quality and competitive product. These resources
also have dependencies that have to be moved from one repository to
another. The dependencies of resources add more complexity to the problem,
because these resources have to move along with the dependents.
What is LifeCycle Manager?
BusinessObjects LifeCycle Manager (LCM) is a web-based tool that enables
you to move BI resources from one system to another system, without
affecting the dependencies of these resources. It also enables you to manage
different versions of BI resources, manage dependencies of BI resources,
and roll back a promoted resource to restore the destination system to its
previous state.
The LifeCycle Manager tool is a plug-in for the BusinessObjects Enterprise
application. You can promote a BI resource from one system to another
8 BusinessObjects LifeCycle Manager User's Guide
system only if the same version of the BusinessObjects Enterprise application
is installed on both the source and destination systems.
LifeCycle Manager Terms
This section discusses some of the terms that are relevant for understanding
and using the LifeCycle Manager tool.
Job
A job is a collection of infoobjects that can be moved from one
BusinessObjects Enterprise deployment to another BusinessObjects
Enterprise deployment. It can also refer to a collection of related and
dependent cluster unique IDs (CUIDs) that needs to be promoted to the
destination system.
Job instance
A job instance is a job that is scheduled to run at a specific time set by the
user.
Introduction
LifeCycle Manager Terms
1
Primary resource
A primary resource refers to a user-selected resource that is promoted by
the LifeCycle Manager tool.
Direct dependent resource
A direct dependent resource refers to a LifeCycle Manager tool-selected
resource that the primary resource directly depends on. For example, a Web
Intelligence report depends on a universe. In this case, the Web Intelligence
report is the primary resource and the universe is the direct dependent
resource.
Indirect dependent resource
An indirect dependent resource refers to a LifeCycle Manager tool-selected
resource that the selected resource indirectly depends on. For example, a
Web Intelligence report exists in a folder. In this case, the Web Intelligence
report is the primary resource and the folder in which the Web Intelligence
report exists is the indirect dependent resource.
BusinessObjects LifeCycle Manager User's Guide 9
Introduction
1
LifeCycle Manager Terms
infoobjects
An infoobject is a meta-data representation of reports, folders, servers,
personal inboxes, or any other managed components in a BI platform. It
exposes a standard set of information and interfaces, and encapsulates the
specific details of each managed component. All components that are used
and managed by the BI platform are represented as infoobjects. An infoobject
contains information such as the ID number, infoobject type, and scheduling
information. These types of information enable the BI platform to manage
each component.
Promotion
Promotion refers to the activity of creating or updating an infoobject, along
with its dependents, in the destination system.
Promotion Jobs Folder
The Promotion Jobs folder is a repository in which all the LifeCycle Manager
jobs are stored.
Rollback
Rollback refers to the activity of restoring the destination system to its previous
state, after a job has been promoted.
Shopping Cart
The Shopping Cart is a dynamically generated hierarchical tree list that
displays the hierarchy of folders based on the objects selected. It also
includes all the direct and indirect dependents of the job. The contents in the
Shopping Cart are categorized according to their object type.
Version Management
Version management, also known as version control, refers to the
management of multiple versions of the same unit of information. It is used
in engineering and software development to manage ongoing evolution of
digital documents that may be worked on by a team.
10 BusinessObjects LifeCycle Manager User's Guide
Introduction
LifeCycle Manager Terms
BIAR File
A Business Intelligence Archive Resource (BIAR) file is a tool that enables
you to pack managed content in a BusinessObjects Enterprise system. It
can be used to archive folders and objects in the Enterprise repository, so
that the archived contents can be transferred easily to a different location.
This tool is also useful for backing up objects. BIAR files are available only
on BusinessObjects Enterprise XI 3.1 systems.
1
BusinessObjects LifeCycle Manager User's Guide 11
Introduction
LifeCycle Manager Terms
1
12 BusinessObjects LifeCycle Manager User's Guide
LifeCycle Manager Features
2
LifeCycle Manager Features
2
Authorization in LifeCycle Manager
The LifeCycle Manager tool supports the following features:
• Promotion - This feature enables you to create or update infoobjects in
the destination system. Apart from promoting infoobjects, this feature
enables you to perform the following tasks:
• Create a new job
• Copy an existing job
• Edit a job
• Schedule a job promotion
• View the history of a job
• Managing Dependencies - This feature enables you to select, filter, and
manage dependents of infoobjects in the job that you want to promote.
• Mappings - This feature enables you to modify a source connection or
URL in the source system to match with a dependency type that exists
in the destination system. The LifeCycle Manager tool supports the
following mapping types:
• Connection Mapping
• QaaWS Mapping
• Crystal Report Mapping
• Federation Mapping
• Scheduling - This feature enables you to specify a time for job promotion,
rather than promote a job as soon as it is created. You can specify the
time for job promotion by using any of the following parameters: hourly,
daily, weekly, or monthly.
• Security - This feature enables you to promote infoobjects along with the
associated security rights. You can also use this feature to promote
infoobjects associated with application rights.
• Test Promotion - This feature enables you to match the cluster unique
IDs (CUIDs) of infoobjects in the source system with the cluster unique
IDs (CUIDs) of infoobjects in the destination system. This feature is
especially useful in detecting conflicts between CUIDs of infoobjects in
the source system and the destination system.
• Rollback - This feature enables you to restore the destination system to
its previous state, after a job is promoted. You can roll back an entire job
or a part of the job.
• Version Management - This feature enables you to manage different
versions of the same document. It also enables you to track the changes
in the directory.
14 BusinessObjects LifeCycle Manager User's Guide
LifeCycle Manager Features
Authorization in LifeCycle Manager
• Auditing - The events generated by the LifeCycle Manager tool are stored
in the audit database. The Auditing feature enables you to monitor the
events that are logged in the audit database.
• Administration options - This feature enables the administrator to configure
some of the parameters of the LifeCycle Manager tool.
Authorization in LifeCycle Manager
The LifeCycle Manager tool allows you to log into the source system only if
you have adequate permissions. However, to promote a job, the user must
have adequate permissions on both the source and the destination systems.
LifeCycle Manager allows you to log into different CMSs while creating,
editing, or promoting a job. You can select the appropriate CMS from the
CMS drop-down list, provided you have adequate rights. The administrator
creates the list of CMSs that the LifeCycle Manager users can log into. You
can also add new CMSs to the list.
Whenever you log into a CMS, the LifeCycle Manager tool stores your login
credentials in the job session. Hence, you need not log into the same CMS
multiple times within a single session.
2
The following table lists the permission types required to perform various
operations with the LifeCycle Manager tool:
OperationsUser Rights on the LifeCy-
cle Manager Folder
To log into the LifeCycle Manager tool.View
Edit Objects
To edit jobs and folders, and add infoobjects,
user groups, and folders.
To schedule a job.Schedule Objects
To promote or test promote a job.Edit and Schedule Job
BusinessObjects LifeCycle Manager User's Guide 15
LifeCycle Manager Features
2
Security in LifeCycle Manager
OperationsUser Rights on the LifeCy-
cle Manager Folder
To delete a job.Delete Object
To copy and remove, or paste a job.Delete Object and Edit Ob-
jects
To roll back a job.Edit Objects and Delete In-
stances
Security in LifeCycle Manager
This section describes the security feature in the LifeCycle Manager tool.
The LifeCycle Manager tool supports the following security options:
• Do not Promote Security - If you select this option, jobs are promoted
without the associated security rights. This is the default option.
• Promote Security - If you select this option, jobs are promoted along with
the associated security rights.
• Include application rights - If the infoobjects in the job inherit any
application rights, the job is promoted along with these application rights.
This option is enabled only if you select Promote Security.
The following table discusses the behavior of infoobjects in relation to the
supported security options:
16 BusinessObjects LifeCycle Manager User's Guide
LifeCycle Manager Features
LifeCycle Manager Application Access Rights
2
If infoobjects do not
exist in the destination system.
If infoobjects exist
in the destination
system.
If users or user
groups do not exist
in the destination
system.
If users or user
groups exist in the
destination system.
Promotion with securityBehavior
infoobjects are created in
the destination system. They
have identical rights on both
source and destination systems.
infoobjects are copied to the
destination system. The infoobjects have rights identical to the rights of the
source system.
Users or user groups are
created in the destination
system. The rights of the
source system are carried to
the destination system.
Users or user groups are
mapped to the destination
system; the rights of users
or user groups are identical
on both source and destination systems.
Promotion without security
infoobjects are created in the
destination system and inherit the rights of the destination
system.
infoobjects are updated;
however, the rights remain
unchanged.
Users or user groups are not
created in the destination
system, if they are primary
objects.
Users or user groups are
mapped to the destination
system; the rights of users
or user groups do not
change in the destination
system.
Universe restriction
set
Note:
The universe and its restriction set, along with the
rights, are promoted.
The Universe and its restriction set are promoted. The
security rights are dropped.
The LifeCycle Manager tool does not support merging of security rights.
LifeCycle Manager Application Access
Rights
This section describes the application access rights for LifeCycle Manager.
• You can set access rights to the LifeCycle Manager application within the
CMC.
BusinessObjects LifeCycle Manager User's Guide 17
LifeCycle Manager Features
2
Workflows in LifeCycle Manager
• You can set granular application rights to various functions within LifeCycle
To set specific rights in the LifeCycle Manager application, complete the
following steps:
1. Log into CMC and select Applications.
2. Double-click LifeCycle Manager.
3. Click User Security, and select Administrators.
4. Select the rights you want to set.
Manager.
The View Security tab is enabled.
You can set the following rights:
• Create a job
• Edit a job
• Promote a job
• Export a BIAR file
• Edit a BIAR file
• Delete a job
• Rollback a job
• Use Administration options
• Edit Connections properties
• Use Version Management System
5. Click OK.
The LifeCycle Manager application access rights are set within the CMC.
Workflows in LifeCycle Manager
This section describes the workflows that the LifeCycle Manager tool supports
for promoting a job from the source system to the destination system.
You can promote a job from the source system to the destination in the
following scenarios:
• When the source system and the destination system are connected
• When the source system and the destination system are not connected
18 BusinessObjects LifeCycle Manager User's Guide
LifeCycle Manager Features
Workflows in LifeCycle Manager
Promoting a job when the source system and the destination system are
connected
To promote a job when the source and the destination systems are
connected, complete the following steps:
1. Connect to the source system.
2. Create a new job. You can also copy an existing job.
3. Add infoobjects to the job you want to promote. If you do not want to
promote all the dependents of the infoobjects, you can use the Manage
Dependencies option to select the dependents you want to promote.
Note:
You can select the type of dependents you want to promote from the
Type drop-down list.
4. Promote the job.
Promoting a job when the source system and the destination system are
not connected
To promote a job when the source and the destination systems are not
connected, complete the following steps:
1. Connect to the source system, and create a job. You can also copy an
existing job.
2. Add infoobjects to the job you want to promote. You can use the Manage
Dependencies option to select the required dependents.
2
Note:
You can select the type of dependents you want to promote from the
Type drop-down list.
3. Export infoobjects with Output to BIAR file as the destination system.
4. Import infoobjects from the BIAR file by clicking the Import BIAR tab.
5. Promote the job.
BusinessObjects LifeCycle Manager User's Guide 19
LifeCycle Manager Features
Workflows in LifeCycle Manager
2
20 BusinessObjects LifeCycle Manager User's Guide
LifeCycle Manager Home Page and Shopping Cart
3
LifeCycle Manager Home Page and Shopping Cart
3
This chapter discusses the GUI components in the LifeCycle Manager tool.
The LifeCycle Manager home page is divided into the following panels:
• LifeCycle Manager workspace toolbar
• Workspace panel
• Tree panel
• Administrator and Details panel
• Shopping Cart and Job Viewer page
The following figure shows the LifeCycle Manager home page:
LifeCycle Manager workspace toolbar
The following table lists the options included in the LifeCycle Manager
workspace toolbar and discusses the tasks that you can perform using these
options:
DescriptionOption
Enables you to create a new folder. The new folder
is created as a subfolder in the Promotion Jobs
folder.
Enables you to cut the selected job or folder from its
current location.
Enables you to copy the job or folder in a new location.
Enables you to paste the copied job or folder in a new
location.
22 BusinessObjects LifeCycle Manager User's Guide
Properties
Search
LifeCycle Manager Home Page and Shopping Cart
3
DescriptionOption
Enables you to delete an existing job.
Enables you to refresh the LifeCycle Manager home
page, to obtain the updated list of jobs or folders
available for promotion.
Enables you to modify the properties of the selected
job. You can modify the title, description, and keywords of the selected job.
Enables you to view the history of the selected job.History
Enables you to search for a specific job. You can
search for a job by its name, keywords, description,
or all three parameters.
Enables you to create a new job.New Job
Enables you to import a BIAR file.Import BIAR
Rollback
Promotion Status
Enables you to edit the selected job.Edit
Enables you to promote the selected job.Promote
Enables you to roll back a promoted job from the
destination system. You can roll back a promoted job
either partially or completely.
Enables you to navigate between pages of the jobs
list. You can use this option to navigate a single page,
or navigate to a specific page by entering the relevant
page number.
Enables you to view the promoted jobs.Promotion jobs
Enables you to view the status of the promoted jobs.
The Promotion Status folder includes Success, Failure, and Partial Success subfolders.
BusinessObjects LifeCycle Manager User's Guide 23
LifeCycle Manager Home Page and Shopping Cart
3
Workspace panel
The Workspace panel in the LifeCycle Manager home page displays the list
of newly created jobs. You can use this panel to view the name of the job,
status of the job, job creation information, and information about the
destination system.
Tree panel
The Tree panel in the LifeCycle Manager home page displays the tree
structure, which includes the Promotion Jobs folder and the Promotion
Status folder. The newly created folders are displayed in a hierarchical
structure under the Promotion Jobs folder. The promoted jobs are listed
according to their status of promotion in the Promotion Status folder.
Administrator and Details panel
The Administrator and Details panel includes the Administration Options
link. The system administrator can use this link to access the Administration
options. It also includes the Preferences link that enables the administrator
and users to set the LifeCycle Manager preferences. The Help and About
links enable you to obtain more information about using the LifeCycle
Manager tool.
Shopping Cart and Job Viewer page
A Shopping Cart is a dynamically generated hierarchical tree list that contains
a list of the infoobjects to be promoted. It displays the root folder and the
objects folder for both selected and dependent objects. The Job Viewer page
enables you to view the infoobjects that are added to a job.
24 BusinessObjects LifeCycle Manager User's Guide
Getting Started with LifeCycle Manager
4
Getting Started with LifeCycle Manager
4
Logging into the LifeCycle Manager Tool
This section describes how to get started with the LifeCycle Manager tool
and how to set various options in the LifeCycle Manager tool.
Logging into the LifeCycle Manager Tool
This section describes how to log into the LifeCycle Manager tool.
To log into the LifeCycle Manager tool, complete the following steps:
1. Select Start > Programs > BusinessObjects XI 3.1 > BusinessObjects
Enterprise > BusinessObjects LifeCycle Manager.
The LifeCycle Manager login screen appears.
2. In the System field, enter the name of the Central Management Server
(CMS) on which the LifeCycle Manager tool is installed.
3. Enter the user name and password.
4. Select the appropriate authentication method from the Authentication
drop-down list.
The LifeCycle Manager tool supports the following authentication types:
• Enterprise authentication - This authentication type requires a user
name and a password that are recognized by the BusinessObjects
Enterprise system. This is the default authentication method.
• LDAP authentication - This authentication type requires a user name
and a password that are recognized by the BusinessObjects Enterprise
system.
• Windows AD - This authentication type requires a user name and a
password that are recognized by the BusinessObjects Enterprise
system.
The LDAP, Windows AD, and other third-party authentication types require
a special setup. For information on setting up these authentication types,
see the BusinessObjects Enterprise Administrator's Guide.
5. Click Log on.
The "Promotion Jobs" home page is displayed, as shown in the following
figure:
26 BusinessObjects LifeCycle Manager User's Guide
Getting Started with LifeCycle Manager
Using the Administration Options
Note:
• Any user with View permissions to the LifeCycle Manager folder can log
into the LifeCycle Manager tool. However, to create, schedule, or promote
a job, the user must be granted additional rights by the administrator.
Using the Administration Options
4
The Administration Options enable you to configure settings before promoting
infoobjects from one BusinessObjects Enterprise deployment to another
BusinessObjects Enterprise deployment. This section describes how to use
the Administration options.
To access the Administration options, click the Administration Options link
in the "Promotion Jobs" screen. The "Administration Options" dialog box
appears. This dialog box displays the following options:
• Manage Systems - This option enables you to add and remove the host
systems.
• Rollback Settings - This option enables you to configure the rollback
process at the system level.
• Job Settings - This option enables you to specify the number of job
instances that can exist in the LifeCycle Manager system.
• Audit Log - This option enables you to audit various events that are logged
while the LifeCycle Manager tool is in use.
• VMS Settings - This option enables you to configure version management
systems.
BusinessObjects LifeCycle Manager User's Guide 27
Getting Started with LifeCycle Manager
4
Using the Administration Options
Using the Manage Systems Option
This section describes how to use the Manage Systems option. This option
enables you to add or remove the host systems.
To add a host system, complete the following steps:
1. In the "Administration Options" window, click Manage Systems.
The list of host names, port numbers, display names, and descriptions is
displayed.
2. Click Add.
The "Add System" dialog box appears.
3. Add the host name, port number, display name, and the description in
the appropriate fields.
4. Click Add to add the system.
The host system is added to the list.
Note:
To remove a host system, select the host system you want to remove, and
click Remove. The selected host system is removed from the list.
You can also edit the host name, port number, display name, and the
description.
Using the Rollback Settings Option
The Rollback Settings option allows you to disable the rollback process at
the system level. By default, the rollback process is enabled at the system
level.
To disable the rollback process at the system level, complete the following
steps:
1. In the "Administration Options" window, click the Rollback Settings
option.
The list of host systems is displayed.
2. Select the host system to disable the rollback process.
3. Click Save and Close to save the modifications.
28 BusinessObjects LifeCycle Manager User's Guide
Using the Job Settings Option
The Job Settings option enables you to specify the number of job instances
that can exist in the system. You can specify one of the following options:
• Delete job instances when more than - This option enables you to specify
the maximum number of job instances per job that can exist in the system.
• Delete job instances when older than - This option enables you to specify
that all job instances created before the specified number of days must
be deleted.
To set the Job Settings option, complete the following steps:
1. Select the option, and enter the preferred value.
2. Click Save Changes to save the changes.
You can click Default Settings to set the default values.
Note:
The old job instances are deleted only when the job is executed the next
time.
Getting Started with LifeCycle Manager
Using the Administration Options
4
Using the Audit Log Option
To audit the LifeCycle Manager events, complete the following steps:
1. In the "Administration Options" window, click Audit Log.
2. Select the events that you want to audit.
You can also use the Select All option to audit all events.
3. Click Save and Close.
Note:
To audit the LifeCycle Manager events, you must enable the Audit Events
option in the Adaptive Processing server.
To enable the Audit Events option, complete the following steps:
1. Log into CMC, and select Servers > Adaptive Processing server >
Audit Events.
2. Select the Auditing is Enabled option.
BusinessObjects LifeCycle Manager User's Guide 29
Getting Started with LifeCycle Manager
4
Using the Administration Options
To audit LifeCycle Manager scheduled events, you must enable the Audit
Events option in the LifeCycle Manager job server.
To enable the Audit Events option, complete the following steps:
1. Log into CMC, and select Servers > LCM Job Server > Audit Events.
2. Select the Auditing is Enabled option.
3. Select the events you want to audit.
For more information on auditing in LifeCycle Manager, see Auditing in
LifeCycle Manager on page 69
Using the Version Management System Settings Option
The LifeCycle Manager tool enables you to set the version management
system settings. You can select either SubVersion or ClearCase version
management system.
To set the SubVersion management system, complete the following steps:
1. In the "Administration Options" window, click VMS Settings.
2. From the Version Management Systems drop-down list, select
SubVersion.
By default, the server port, password, repository name, server name, user
name, workspace directory, and the install path, which are provided during
the LifeCycle Manager installation, are displayed in the appropriate fields.
30 BusinessObjects LifeCycle Manager User's Guide
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