SAP Business objects Enterprise XI 3.1 Administrator's Guide
BusinessObjects Enterprise
Administrator's Guide
BusinessObjects Enterprise XI 3.1
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
registered trademarks of Business Objects, an SAP company and/or affiliated
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.
2009-04-23
Contents
Getting Started 25Chapter 1
About this help...........................................................................................26
What's new in BusinessObjects Enterprise XI 3.1?...................................27
Where should I start?.................................................................................29
BusinessObjects Enterprise guides...........................................................32
Architecture 35Chapter 2
Architecture overview................................................................................36
Clients........................................................................................................47
Services.....................................................................................................59
Who should use this help?...................................................................26
About BusinessObjects Enterprise.......................................................26
Planning or performing your first deployment......................................29
Configuring your deployment...............................................................30
Changing your deployment's architecture............................................30
Improving your system's performance.................................................31
Working with objects in the CMC.........................................................31
Enterprise infrastructure.......................................................................38
BusinessObjects Enterprise web services...........................................39
BusinessObjects Enterprise management services.............................40
BusinessObjects Enterprise storage services......................................41
BusinessObjects Enterprise processing services................................42
Server Intelligence ...............................................................................46
Life-Cycle Management (LCM)............................................................46
Browser-based web application clients................................................48
Desktop client applications...................................................................52
BusinessObjects Enterprise Administrator's Guide 3
Contents
Service Categories...............................................................................60
Adaptive Job Server.............................................................................71
Adaptive Processing Server.................................................................72
Central Management Server................................................................73
Connection Server................................................................................75
Crystal Reports Cache Server..............................................................75
Dashboard Analytics Server.................................................................77
Dashboard Server................................................................................77
Desktop Intelligence Cache Server .....................................................78
Desktop Intelligence Job Server...........................................................78
Desktop Intelligence Processing Server .............................................79
Event Server.........................................................................................79
File Repository Servers .......................................................................80
Job Servers..........................................................................................81
List of Values Job Server......................................................................82
Multi-Dimensional Analysis Services (MDAS) Server .........................82
PM Metrics Server................................................................................83
PM Repository Server..........................................................................83
PM Rules Server..................................................................................84
Predictive Analysis Server ...................................................................84
Process Analysis Server......................................................................85
Program Job Server.............................................................................85
Publication Job Server.........................................................................86
Report Application Server....................................................................86
Sets Profile Server ..............................................................................87
Sets Query Server ...............................................................................87
Web Intelligence Processing Server....................................................88
Web Application Container Server (WACS).........................................88
Web application servers............................................................................89
Java SDK.............................................................................................90
.NET SDK.............................................................................................93
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Web Services ......................................................................................95
Web Application Container Service (WACS)........................................98
Databases .................................................................................................98
System databases................................................................................99
Reporting databases..........................................................................100
Auditing database...............................................................................101
Authentication and single sign-on............................................................102
Central Management Server (CMS) security.....................................102
Security plug-ins.................................................................................103
Authentication and authorization........................................................103
Information Workflows ............................................................................106
Authentication.....................................................................................107
Scheduling..........................................................................................108
Viewing...............................................................................................113
Managing and Configuring Servers 121Chapter 3
Server management overview.................................................................122
BusinessObjects Enterprise administrative tools...............................123
Working with the Servers management area in the CMC..................124
About Web Application Container Servers.........................................129
About Server Intelligence...................................................................130
Server management: what's new in this version of BusinessObjects
Enterprise...........................................................................................131
Working with nodes.................................................................................134
To add a node.....................................................................................135
To remove servers from a new node..................................................137
Recreating a Server Intelligence Agent on a local machine...............138
Viewing and changing the status of servers............................................139
To view a server's status....................................................................140
Starting, stopping, and restarting servers..........................................140
Stopping a Central Management Server............................................143
BusinessObjects Enterprise Administrator's Guide 5
Contents
Enabling and disabling servers..........................................................144
Adding, cloning, and deleting servers......................................................145
Adding a server..................................................................................146
Cloning servers..................................................................................147
Deleting a server................................................................................149
Server groups..........................................................................................150
Creating a server group......................................................................150
Working with server subgroups..........................................................151
Modifying the group membership of a server.....................................153
User access to servers and server groups.........................................153
Configuring server settings......................................................................155
To change a server's properties.........................................................156
Working with configuration templates.................................................156
Configuring server network settings...................................................159
Changing the connect port used by Tomcat.......................................169
Managing CMS system database connections..................................169
Copying data from one CMS system database to another................170
Preparing to copy a CMS system database.......................................176
Deleting and recreating the CMS system database...........................177
Selecting a new or existing CMS database........................................180
Setting root directories and idle times of the File Repository Servers.182
Modifying performance settings.........................................................183
Configuring destinations for job servers.............................................183
Configuring Windows processing servers for your data source.........190
Configuring UNIX processing servers for your data source...............191
Adding and removing Windows server dependencies.............................198
Changing the system user account.........................................................198
Configuring tracing for servers................................................................199
To configure server tracing through the BO_trace.ini file...................200
To configure server tracing through the command line......................203
Configuring servers for SSL.....................................................................206
6 BusinessObjects Enterprise Administrator's Guide
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Creating key and certificate files........................................................207
Configuring the SSL protocol.............................................................210
Clustering Central Management Servers................................................211
Adding a CMS to a cluster..................................................................213
Adding a new node to a cluster..........................................................214
Adding clusters to the web.xml file.....................................................214
Changing the name of a CMS cluster................................................216
Backing up and restoring server configuration settings...........................217
To back up server configuration settings to a BIAR file......................218
To restore server configuration settings.............................................218
To import nodes from one cluster to another .....................................230
Working with Federation 233Chapter 4
Federation................................................................................................234
Federation terms......................................................................................236
BI application .....................................................................................236
Destination site ..................................................................................236
Local...................................................................................................236
Locally run completed instances .......................................................236
Multiple Origin sites ...........................................................................237
One-way replication ...........................................................................237
Origin site ..........................................................................................237
Remote...............................................................................................237
Remote Connection............................................................................237
Remote Scheduling............................................................................237
Replication..........................................................................................238
Replication Job...................................................................................238
Replication List...................................................................................238
Replication Object..............................................................................238
Replication package...........................................................................238
Replication refresh.............................................................................239
BusinessObjects Enterprise Administrator's Guide 7
Contents
Two-way replication............................................................................239
Managing Replication Lists......................................................................239
Creating Replication Lists...................................................................240
Modifying Replication Lists.................................................................245
Managing Remote Connections..............................................................246
Creating Remote Connections...........................................................246
Modifying Remote Connections.........................................................248
Managing Replication Jobs.....................................................................249
Creating a Replication Job.................................................................250
Scheduling a Replication Job.............................................................253
Modifying a Replication Job...............................................................254
Viewing a log after a Replication Job.................................................254
Managing security rights..........................................................................256
Rights required on the Origin site.......................................................256
Rights required on the Destination site..............................................257
Federation specific objects.................................................................258
Replicating security on an object.......................................................259
Replicating security on an object using access levels.......................260
Replicating third-party users and groups.................................................260
Replicating universes and universe connections.....................................262
Managing Object Cleanup.......................................................................263
How to use Object Cleanup................................................................263
Object Cleanup limits.........................................................................264
Object Cleanup frequency..................................................................265
Replication types and mode options........................................................266
One-way replication ...........................................................................266
Two-way replication ...........................................................................266
Refresh from Origin or Refresh from Destination...............................267
Managing conflict detection and resolution.............................................269
One-way replication conflict resolution...............................................269
Two-way replication conflict resolution...............................................272
8 BusinessObjects Enterprise Administrator's Guide
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Using Web Services in Federation..........................................................275
Session variable ................................................................................275
File caching .......................................................................................276
Custom deployment ..........................................................................277
Remote scheduling and locally run instances.........................................278
Remote scheduling.............................................................................278
Locally run instances..........................................................................280
Instance share....................................................................................280
Importing and promoting replicated content............................................281
Importing replicated content...............................................................281
Importing replicated content and continuing replication ....................282
Promoting content from a test environment.......................................283
Re-pointing a destination site.............................................................284
Best practices..........................................................................................284
Current release limitations..................................................................288
Troubleshooting error messages........................................................290
Working with Firewalls 295Chapter 5
Understanding communication between BusinessObjects Enterprise
components.............................................................................................296
Overview of BusinessObjects Enterprise servers and communication
ports...................................................................................................296
Communication between BusinessObjects Enterprise components ..299
Configuring BusinessObjects Enterprise for firewalls..............................309
To configure the system for firewalls..................................................310
Examples of typical firewall scenarios.....................................................313
Example - Application tier deployed on a separate network..............314
Example - Rich client and database tier separated from BusinessObjects
Enterprise servers by a firewall..........................................................317
BusinessObjects Enterprise Administrator's Guide 9
Contents
Working with Web Application Container Servers 321Chapter 6
Adding or removing services to WACS....................................................322
To add a CMC service to a WACS.....................................................322
To remove a CMC service from a WACS...........................................323
Web Application Container Server (WACS)............................................323
Do I need WACS?..............................................................................325
What are the advantages of using WACS?........................................325
Common Tasks...................................................................................326
Adding or removing additional WACS to your deployment......................329
Installing WACS..................................................................................330
Adding a new Web Application Container Server..............................332
Cloning a Web Application Container Server ....................................333
Deleting WACS servers from your deployment..................................334
Configuring HTTPS/SSL..........................................................................334
To generate a PKCS12 certificate file store.......................................335
To generate a Certificate Trust List....................................................336
To configure HTTPS/SSL...................................................................337
Supported authentication methods..........................................................340
Configuring AD Kerberos for WACS .......................................................340
Enabling Kerberos authentication in the Windows AD plug-in for
WACS.................................................................................................341
Creating configuration files.................................................................342
Configuring WACS for AD Kerberos..................................................345
Troubleshooting Kerberos..................................................................346
WACS and your IT environment..............................................................348
Using WACS with other web servers.................................................348
Using WACS with a load balancer.....................................................349
Using WACS with a reverse proxy.....................................................349
Using WACS with firewalls.................................................................350
Configuring WACS on a multihomed machine...................................351
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Troubleshooting.......................................................................................352
To view server errors..........................................................................352
To view system metrics......................................................................353
To view the state of a WACS..............................................................354
Resolving port conflicts......................................................................354
To change memory settings...............................................................356
To change the number of concurrent requests...................................357
To restore system defaults.................................................................358
To prevent users from connecting to WACS through HTTP...............358
WACS properties.....................................................................................359
Modifying Default Security Behavior 361Chapter 7
BusinessObjects Enterprise and reverse proxy servers .........................362
Introduction to reverse proxy servers.................................................362
Supported reverse proxy servers ......................................................363
Understanding how BusinessObjects Enterprise web applications are
deployed ............................................................................................363
Configuring reverse proxy servers for BusinessObjects Enterprise web
applications..............................................................................................364
To configure the reverse proxy server ...............................................365
Detailed instructions for configuring reverse proxy servers for
BusinessObjects Enterprise...............................................................365
To configure Apache 2.2 reverse proxy server for BusinessObjects
Enterprise...........................................................................................367
To configure WebSEAL 6.0 reverse proxy server for BusinessObjects
Enterprise...........................................................................................368
To configure Microsoft ISA 2006 for BusinessObjects Enterprise......369
Special configuration for BusinessObjects Enterprise in reverse proxy
deployments............................................................................................373
Enabling reverse proxy for Developer Suite Web Services...............373
Enabling the root path for session cookies for ISA 2006...................376
Enabling reverse proxy for BusinessObjects Live Office...................379
BusinessObjects Enterprise Administrator's Guide 11
Contents
Enabling reverse proxy for Business Process BI Web Services........380
Improving Performance 383Chapter 8
Improving performance............................................................................384
Assessing your system's performance....................................................384
Assessing user needs........................................................................385
Analyzing server metrics....................................................................386
Resolving performance issues................................................................396
Performance risks and solutions........................................................398
Improving Publishing performance..........................................................413
General deployment recommendations.............................................414
Configuring servers in the CMC to optimize Publishing performance.414
BIAR Command Line Tool 419Chapter 9
Biar Command Line Tool.........................................................................420
The Biar Engine Command Line Tool's Properties File ..........................423
To use the BIAR Command Line Tool......................................................429
Security Concepts 431Chapter 10
Security overview.....................................................................................432
Authentication and authorization.............................................................433
Primary authentication........................................................................434
Single sign-on support........................................................................436
Security plug-ins.................................................................................440
Processing extensions.......................................................................442
Active trust relationship............................................................................443
Logon tokens......................................................................................443
Ticket mechanism for distributed security..........................................444
Sessions and session tracking................................................................445
CMS session tracking.........................................................................446
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Environment protection............................................................................446
Web browser to web server................................................................446
Web server to BusinessObjects Enterprise........................................447
Auditing web activity................................................................................447
Protection against malicious logon attempts......................................447
Password restrictions.........................................................................448
Logon restrictions...............................................................................448
User restrictions.................................................................................449
Guest account restrictions..................................................................449
Managing Licenses 451Chapter 11
Overview..................................................................................................452
Managing license information..................................................................452
To view license information......................................................................452
Adding a license key................................................................................452
To add a license key................................................................................452
Viewing current account activity..............................................................453
To view current account activity...............................................................453
Configuring Third-Party Authentication 455Chapter 12
Using NT Authentication .........................................................................456
Using NT user accounts and groups..................................................456
Windows NT security plug-in..............................................................456
NT user account and group administration........................................457
Mapping NT user accounts and groups.............................................458
Modifying the web.config file for NT single sign-on............................466
Using LDAP authentication......................................................................467
Managing LDAP accounts..................................................................467
Using AD authentication..........................................................................486
Windows AD security plug-in..............................................................488
BusinessObjects Enterprise Administrator's Guide 13
Contents
Using AD users and groups...............................................................489
Configuring manual AD authentication...............................................496
Configuring AD single sign on............................................................519
Enabling Trusted Authentication..............................................................561
Configuring the server for Trusted Authentication..............................562
Configuring Trusted Authentication for the client...............................563
Configuring Trusted Authentication for Business Process BI.............570
Managing Auditing 571Chapter 13
How does auditing work?.........................................................................572
Configuring auditing.................................................................................578
Which events can I audit?..................................................................581
Enabling auditing of user and system events..........................................597
To enable auditing events for client applications................................600
Auditing Configuration Template..............................................................600
To set the Configuration template......................................................601
Configuring the universe connection.......................................................602
Using sample auditing reports.................................................................603
Controlling synchronization of auditing actions.......................................604
Optimizing system performance while auditing.......................................605
Auditing Reports 607Chapter 14
Using auditing reports..............................................................................608
Why are reports important?................................................................608
Auditing report names........................................................................611
Viewing sample auditing reports..............................................................623
Creating custom auditing reports.............................................................624
Auditing database schema reference......................................................624
Audit_Event........................................................................................624
Audit_Detail .......................................................................................625
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Server_Process..................................................................................626
Event_Type........................................................................................627
Application_Type................................................................................628
Detail_Type tables..............................................................................628
Event and Detail reference tables...........................................................629
Server Command Lines 649Chapter 15
Command lines overview.........................................................................650
Standard options for all servers...............................................................651
UNIX signal handling..........................................................................654
Central Management Server...................................................................654
Central Configuration Manager (CCM)....................................................659
Crystal Reports Processing Server and Crystal Reports Cache Server...660
Job servers..............................................................................................663
Report Application Server........................................................................666
Web Intelligence Processing Server........................................................670
Input and Output File Repository Servers...............................................672
Event Server............................................................................................675
UNIX Tools 677Chapter 16
Script utilities............................................................................................678
ccm.sh................................................................................................678
cmsdbsetup.sh...................................................................................684
configpatch.sh....................................................................................684
serverconfig.sh...................................................................................684
uninstallBOBJE.sh..............................................................................686
Script templates.......................................................................................686
startservers.........................................................................................686
stopservers.........................................................................................687
silentinstall.sh.....................................................................................687
BusinessObjects Enterprise Administrator's Guide 15
Contents
Scripts used by BusinessObjects Enterprise...........................................688
bobjerestart.sh....................................................................................688
env.sh.................................................................................................688
env-locale.sh......................................................................................688
initlaunch.sh.......................................................................................689
patchlevel.sh......................................................................................689
postinstall.sh.......................................................................................690
setup.sh..............................................................................................690
setupinit.sh.........................................................................................690
Working with the Central Management Console 691Chapter 17
Overview..................................................................................................692
Using the CMC........................................................................................692
Logging on to the CMC......................................................................693
Navigating within the CMC.................................................................694
Setting CMC preferences...................................................................694
Making initial security settings.................................................................697
Setting the Administrator password...................................................697
Disabling a user account....................................................................698
Setting Rights 699Chapter 18
How rights work in BusinessObjects Enterprise......................................700
Access levels......................................................................................701
Advanced rights settings....................................................................701
Inheritance..........................................................................................702
Type-specific rights.............................................................................709
Determining effective rights................................................................711
Managing security settings for objects in the CMC.................................712
To view rights for a principal on an object..........................................712
To assign principals to an access control list for an object.................714
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To modify security for a principal on an object...................................714
To set rights on a top-level folder in BusinessObjects Enterprise......715
Checking security settings for a principal...........................................716
Working with access levels......................................................................720
Choosing between View and View On Demand access levels..........723
To copy an existing access level........................................................725
To create a new access level.............................................................725
To rename an access level.................................................................725
To delete an access level...................................................................726
To modify rights in an access level.....................................................726
Tracing the relationship between access levels and objects..............728
Managing access levels across sites.................................................728
Breaking inheritance................................................................................730
To disable inheritance.........................................................................731
Using rights to delegate administration...................................................732
Choosing between Modify the rights users have to objects options...734
Owner rights.......................................................................................736
Summary of recommendations for rights administration.........................737
Managing Users and Groups 739Chapter 19
Account management overview..............................................................740
User management..............................................................................740
Group management...........................................................................741
Available authentication types ...........................................................743
Managing Enterprise and general accounts............................................745
To add subgroups...............................................................................750
Adding users to groups......................................................................752
Changing password settings..............................................................753
Enabling Trusted Authentication........................................................755
Granting access to users and groups................................................757
Controlling access to user inboxes....................................................757
BusinessObjects Enterprise Administrator's Guide 17
Contents
Configuring the InfoView logon screen...............................................757
Managing aliases.....................................................................................759
Managing Applications 765Chapter 20
Overview..................................................................................................766
Setting user rights on applications...........................................................766
Managing Discussions settings...............................................................767
To manage Discussions settings in the CMC ....................................767
To search for a discussion thread......................................................767
To sort your discussion thread search results....................................769
To delete a discussion thread.............................................................769
Setting user rights..............................................................................770
Managing InfoView settings.....................................................................770
To change display settings for InfoView.............................................770
Managing Web Intelligence settings........................................................771
To modify display settings in Web Intelligence...................................772
Managing BI Widgets settings.................................................................772
Managing Polestar settings.....................................................................773
To modify Polestar application properties..........................................773
Managing Data Sources and Connections 775Chapter 21
Overview..................................................................................................776
Data source connections.........................................................................776
Managing universes.................................................................................777
To delete universes............................................................................777
Managing universe connections..............................................................777
To delete a universe connection.........................................................777
Controlling access to universe connections.......................................777
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Working with Content Objects 779Chapter 22
Overview..................................................................................................780
General object management...................................................................780
To copy an object...............................................................................780
To move an object..............................................................................781
To create an object shortcut...............................................................781
Relationships......................................................................................787
Report object management.....................................................................789
What are report objects and instances?.............................................789
Setting report refresh options.............................................................790
Setting report processing options.......................................................792
Processing extensions.......................................................................803
Applying processing extensions to reports.........................................804
Working with hyperlinked reports ......................................................808
Program object management..................................................................812
What are program objects and instances?.........................................812
Setting program processing options...................................................814
Authentication and program objects...................................................819
Object package management..................................................................821
What are object packages, components, and instances?..................821
Adding objects to an object package.................................................823
Configuring object packages and their objects..................................824
Authentication and object packages..................................................824
Scheduling Objects 825Chapter 23
Overview..................................................................................................826
Scheduling...............................................................................................826
About the recurrence options and parameters...................................826
Scheduling objects using object packages........................................832
BusinessObjects Enterprise Administrator's Guide 19
Contents
Scheduling an object with events.......................................................832
Setting general scheduling options..........................................................835
Setting notification for the success or failure of a scheduling job.......835
Specifying alert notification.................................................................839
Selecting a destination.......................................................................841
Choosing a format..............................................................................852
Selecting cache options for Web Intelligence or Desktop Intelligence
documents..........................................................................................863
Scheduling an object for a user or group...........................................864
Selecting server group settings..........................................................865
Managing instances.................................................................................866
Managing and viewing the history of instances..................................867
Setting instance limits for an object....................................................873
Using calendars.......................................................................................874
Calendars overview............................................................................874
Creating calendars.............................................................................875
Adding dates to a calendar.................................................................876
Deleting calendars..............................................................................881
Specifying calendar rights..................................................................882
Managing events.....................................................................................882
Managing events overview.................................................................882
File-based events...............................................................................883
Schedule-based events......................................................................885
Custom events...................................................................................886
Specifying event rights.......................................................................887
To run objects now...................................................................................888
Organizing Objects 889Chapter 24
Overview..................................................................................................890
Organizing objects overview....................................................................890
About folders .....................................................................................890
20 BusinessObjects Enterprise Administrator's Guide
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About categories................................................................................891
Working with folders................................................................................891
Creating and deleting folders.............................................................891
Copying and moving folders...............................................................893
Adding new objects to a folder...........................................................894
Specifying folder rights.......................................................................895
Setting limits for folders, users, and groups.......................................895
Managing Personal Folders...............................................................897
Working with categories...........................................................................897
Specifying category rights..................................................................900
Adding Objects to the Repository 901Chapter 25
Overview..................................................................................................902
Options for adding Crystal reports.....................................................902
Publishing Wizard procedures.................................................................903
Saving objects directly to the CMS..........................................................917
Publishing and Publications 919Chapter 26
Overview..................................................................................................920
About Publishing......................................................................................920
What is a publication?........................................................................920
Publishing workflow............................................................................922
Rights required for Publishing............................................................923
Publication concepts................................................................................925
Report bursting...................................................................................925
Delivery rules......................................................................................927
Dynamic recipients.............................................................................929
Destinations........................................................................................931
Formats..............................................................................................935
Personalization...................................................................................937
BusinessObjects Enterprise Administrator's Guide 21
Contents
Subscription........................................................................................938
To create a new publication in the CMC..................................................939
To create a new publication in InfoView...................................................939
Managing Profiles 941Chapter 27
How profiles work....................................................................................942
Profiles and the Publishing workflow..................................................942
Profile targets and profile values.............................................................944
To specify a global profile target.........................................................945
Specifying profile values.....................................................................946
Resolving conflicts between profiles........................................................949
Conflicts between profile values.........................................................950
Specifying profile rights............................................................................951
Content Search 953Chapter 28
Content Search overview.........................................................................954
Searchable document types...............................................................954
Search syntax and interpretation.......................................................956
Multilingual search..............................................................................958
Content Search and instances...........................................................959
Facets and labels...............................................................................959
Prompts and Parameters...................................................................959
Reports with view time security..........................................................960
Suggested queries.............................................................................961
Limited number of search results.......................................................962
Excluding documents from Content Search.......................................962
Servers and architecture..........................................................................963
Deploying the Content Search service....................................................964
Planning your Content Search deployment........................................964
Installation and Upgrade....................................................................966
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Configuration...........................................................................................966
Managing Content Search application settings..................................966
Setting rights for the Content Search application...............................970
Disabling and removing Content Search............................................970
Maximum group instances indexed....................................................971
JVM Heap Size...................................................................................972
Understanding and managing the indexing process...............................973
Preparing for the initial indexing.........................................................973
Creating the initial index.....................................................................974
Managing the indexing program object..............................................974
Terminating the indexing process.......................................................977
Troubleshooting.......................................................................................978
To troubleshoot an indexing failure ...................................................978
To clean up after unplanned system downtime .................................979
Rights Appendix 981Chapter 29
About the rights appendix........................................................................982
General rights..........................................................................................982
Rights for specific object types................................................................986
Folder rights.......................................................................................986
Categories..........................................................................................986
Notes..................................................................................................987
Crystal reports....................................................................................988
Desktop Intelligence documents........................................................989
Web Intelligence documents..............................................................990
Users and groups...............................................................................992
Access levels......................................................................................993
Dashboards........................................................................................994
Universes...........................................................................................995
Applications........................................................................................998
BusinessObjects Enterprise Administrator's Guide 23
Contents
Server Properties Appendix 1027Chapter 30
About the server properties appendix....................................................1028
Common Server Settings.......................................................................1028
Core Server Settings.............................................................................1030
Crystal Reports Server Settings............................................................1045
Web Intelligence Server Settings...........................................................1056
Web Intelligence Server Memory Threshold Settings .....................1064
Desktop Intelligence Server Settings.....................................................1065
Voyager Server Settings........................................................................1074
Performance Management Server Settings..........................................1076
More Information 1077Appendix A
Index 1081
24 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
26 BusinessObjects Enterprise Administrator's Guide
Getting Started
What's new in BusinessObjects Enterprise XI 3.1?
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 3.1?
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
•
About Server Intelli-
Server management: Server management is
now handled through the CMC and the Server
Intelligence Agent (SIA).
gence on page 130
•
Server management:
what's new in this version of BusinessObjects
Enterprise on page 131
1
Federation: This cross-site replication tool allows you to manage content from a BusinessObjects Enterprise deployment (Origin site) and
replicate it to other BusinessObjects Enterprise
deployments (Destination sites).
Publishing: This version features user interface
improvements to the Publishing feature. Also,
all report bursting methods are now supported
for Web Intelligence document publications.
BusinessObjects Enterprise Administrator's Guide 27
•
Federation on page 234
•
About Publishing on
page 920
• 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.
Getting Started
1
What's new in BusinessObjects Enterprise XI 3.1?
Instance Manager: In this release, the Instance
Manager shows more details for listed instances.
Web Application Container Server (WACS): The
WACS is a service that hosts the CMC for users
that are installing BusinessObjects Enterprise
on a Windows environment and don't want to
deploy the CMC to a Java application server.
Documentation resourcesWhat's New
•
Instance Manager on
page 869
•
Managing instances on
page 866
•
Web Application Container Server (WACS) on
page 323
Windows Active Directory authentication: Multi-
•
forest support is integrated into the process of
using the CMC to set up AD authentication with
Scheduling AD updates
on page 494
either the Kerberos or NTLM protocols.
•
Server settings: BusinessObjects servers now
support IPv6.
Reverse proxy: Microsoft ISA 2006 is now
supported as a reverse proxy server.
Online documentation library
Network environment
options on page 160
•
To configure Microsoft
ISA 2006 for BusinessObjects Enterprise on
page 369
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
28 BusinessObjects Enterprise Administrator's Guide
Where should I start?
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 29
•
Configuring your deployment on page 30
•
Changing your deployment's architecture on page 30
•
Improving your system's performance on page 31
•
Working with objects in the CMC on page 31
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 Architecture overview on
page 36.
Getting Started
1
• 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 296
•
Security overview on page 432
•
If you plan to use third-party authentication, read Configuring Third-Party
Authentication on page 455
• For advice about assessing your anticipated performance needs, see
Improving performance on page 384.
• For more information about installing BusinessObjects Enterprise, see
the BusinessObjects Enterprise Installation Guide.
•
After you install, read Server management overview on page 122.
BusinessObjects Enterprise Administrator's Guide 29
Getting Started
1
Where should I start?
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 122
•
Understanding communication between BusinessObjects Enterprise
components on page 296
•
Security overview on page 432
•
If you plan to use third-party authentication, read Configuring Third-Party
Authentication on page 455
• For advice about assessing and improving your system's performance,
see Improving performance on page 384.
•
If you want to monitor your existing system, read Managing Auditing on
page 571 and Auditing Reports on page 607.
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:
• For advice about assessing and improving your system's performance,
see Improving performance on page 384.
•
If you are installing new server components, see Server management
overview on page 122.
•
If you are importing or configuring new users, see Account management
overview on page 740.
30 BusinessObjects Enterprise Administrator's Guide
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