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Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are
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United States and other countries. All other names mentioned herein may be trademarks of their
respective owners.
Contains IBM Runtime Environment for AIX(R), Java(TM) 2 Technology Edition Runtime
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This product includes code licensed from RSA Security, Inc. Some portions licensed from IBM
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Contains ICU libraries (c) 1995-2003 International Business Machines Corporation and others.
All rights reserved.
This software and documentation is commercial computer software under Federal Acquisition
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duplication, or disclosure by the U.S. Government is subject to restrictions set forth in
subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at 252.227-
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Business Objects owns the following U.S. patents, which may cover products that are offered
and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593, and 6,289,352.
The Business Objects business intelligence solution is supported by thousands
of pages of documentation, available from the products, on the Internet, on CD,
and by extensive online help systems and multimedia.
Packed with in-depth technical information, business examples, and advice on
troubleshooting and best practices, this comprehensive documentation set
provides concrete solutions to your business problems.
Business Objects also offers a complete range of support and services to help
maximize the return on your business intelligence investment. See in the
following sections how Business Objects can help you plan for and successfull y
meet your specific technical support, education, and consulting requirements.
Maximizing Your Information Resources
Information resources
Whatever your Business Objects profile, we can help you quickly access the
documentation and other information you need.
Where do I start?
Below are a few suggested starting points; there is a summary of useful web
addresses on page 12.
!
!
Documentation Roadm ap
! !
The Documentation Roadmap references all Business Objects guides and
multimedia, and lets you see at a glance what information is available, from
where, and in what format.
View or download the Business Objects Documentation Roadmap at
You can access electronic documentation at any time from the product you are
using. Online help, multimedia, and guides in Adobe PDF format are available
from the product Help menus.
Supervisor’s Guide9
!
!
Documentation on the web
! !
The full electronic documentation set is available to customers with a valid
maintenance agreement on the Online Customer Support (OCS) website at
www.businessobjects.com/services/support.htm
!
!
Buy printed documentation
! !
You can order printed documentation through your local sales office, or from the
online Business Objects Documentation Supply Store at
Search across the entire documentation set on the Business Objects
Documentation CD shipped with our products. This CD brings together the full set
of documentation, plus tips, tricks, multimedia tutorials, and demo materials.
Order the Documentation CD online, from the Business Objects Documentation
Supply Store, or from your local sales office.
Information resources
10Supervisor’s Guide
How can I get the most recent documentation?
!
!
Multimedia
! !
Are you new to Business Objects? Are you upgrading from a previous release or
expanding, for example, from our desktop to our web solution? Try one of our
multimedia quick tours or Getting Started tutorials. All are available via the Online
Customer Support (OCS) website or on the Documentation CD.
You can get our most up-to-date documentation via the web. Regularly check the
sites listed below for the latest documentation, samples, and tips.
!
!
Tips & Tricks
! !
Open to everyone, this is a regularly updated source of creative solutions to any
number of business questions. You can even contribute by sending us your own
tips.
We regularly update and expand our documentation and multimedia offerings.
With a valid maintenance agreement, you can get the latest documentation – in
seven languages – on the Online Customer Support (OCS) website.
!
!
Developer Suite Online
! !
Developer Suite Online provides documentation, samples, and tips to those
customers with a valid maintenance agreement and a Developer Suite license
via the Online Customer Support (OCS) website.
Send us your feedback
Do you have a suggestion on how we can improve our documentation? Is there
something you particularly like or have found useful? Drop us a line, and we wil l
do our best to ensure that your suggestion is included in the next release of our
documentation: documentation@businessobjects.com
NOTE
If your issue concerns a Business Objects product and not the documentation,
please contact our Customer Support experts. For information about Customer
Support visit: www.businessobjects.com/services/support.htm
Maximizing Your Information Resources
Services
A global network of Business Objects technology experts provides customer
support, education, and consulting to ensure maximum business intelligence
benefit to your business.
How we can support you?
Business Objects offers customer support plans to best suit the size and
requirements of your deployment. We operate three global customer support
centers:
•Americas: San Jose, California and Atlanta, Georgia
•Europe: Maidenhead, United Kingdom
•Asia: Tokyo, Japan and Sydney, Australia
!
!
Online Customer Support
! !
Our Customer Support website is open to all direct customers with a current
maintenance agreement, and provides the most up-to-date Business Objects
product and technical information. You can log, update, and track cases from this
site using the Business Objects Knowledge Base.
Having an issue with the product?
Have you exhausted the troubleshooting resources at your disposal and still not
found a solution to a specific issue?
For support in deploying Business Objects products, contact Worldwide
Customer Support at: www.businessobjects.com/services/support.htm
Supervisor’s Guide11
Looking for the best deployment solution for your company?
Business Objects consultants can accompany you from the initial analysis stage
to the delivery of your deployment project. Expertise is available in relational and
multidimensional databases, in connectivities, database design tools,
customized embedding technology, and more.
For more information, contact your local sales office, or contact us at:
www. businessobjects.com/services/consulting.htm
Looking for training options?
From traditional classroom learning to targeted e-learning seminars, we can offer
a training package to suit your learning needs and preferred learning style. Find
more information on the Business Objects Education website:
Available to customers with a valid maintenance
agreement and a Developer Suite license via the
Online Customer Support (OCS) website. Provides
all the documentation, latest samples, kits and tips.
Technical articles, documents, case resolutions.
Also, use the Knowledge Exchange to learn what
challenges other users – both customers and
employees – face and what strategies they find to
address complex issues. From the Knowledge
Base, click the Knowledge Exchange link.
Practical business-focused examples.
Address Content
Online Customer Support
Supervisor’s Guide13
www.techsupport.businessobjects.com
www.businessobjects.com/services
Business Objects Education Services
www.businessobjects.com/services/
education.htm
Business Objects Consulting Services
www.businessobjects.com/services/
consulting.htm
Starting point for answering questions, resolving
issues.
Information about registering with Worldwide Customer Support.
The range of Business Objects training options and
modules.
Information on how Business Objects can help
maximize your business intelligence investment.
Useful addresses at a glance
14Supervisor’s Guide
About this guide
Audience
Conventions used in this guide
This guide describes how to use Supervisor, the administration tool for
BusinessObjects users and secured resources. You will learn how to use
Supervisor to create the Business Objects repository, define user and group
accounts, set options for administrators and users, control access to shared
resources such as documents and universes, and use security commands to
control rights to product functionality.
This guide is intended both for administrators (general supervisors) creating the
repository and managing options for all and users, and for administrators in
charge of managing user rights on a day-to-day basis (supervisors).
The conventions used in this guide are described in the table below.
ConventionIndicates
This fontCode, SQL syntax, computer programs. For example:
@Select(Count ry\Country Id)
Some code#
more code
Placed at the end of a line of code, the symbol (#)
indicates that the next line should be entered
continuously with no carriage return.
Maximizing Your Information Resources
Introduction
1
chapter
16Supervisor’s Guide
Overview
What is Supe r viso r?
Supervisor is the product you need in order to set up and maintain a secure
environment for Business Objects products. It provides you with a powerful and
easy-to-use structure for distributing information to be shared by all users. This
information is centralized through relational data accounts called repositories.
It is with Supervisor that you create the Business Objects repository. You then
define users and user groups, and assign profiles to users. User profiles include
user identification (user name and password), the products and modules they
can work with, the universes they can access, and the documents that they can
share. You can control user access to Business Objects products, and manage
the exchange and distribution of the universes and documents of all users.
Supervisor can run only in client/server mode. Its use requires a connection to a
relational database. Any operation you perform with Supervisor is stored in the
repository you are working with.
NOTE
More than one administrator working on the same repository resources at the
same time from different desks can interfere with one another’s work without this
being immediately noticeable to them. We recommend that the same resources
should not be granted to multiple supervisors without careful coordination of their
work.
Introduction
Where to start with Supervisor
The first time you launch Supervisor, you launch the Administration Setup wizard.
This user-friendly tool helps you create the repository needed to define users and
groups and to share resources.
When you create the repository, a general supervisor is automatically created as
the first user. As general supervisor you then create a series of supervisors who
are to define the various user profiles, in addition to a second, “backup” general
supervisor for security purposes. Users are then granted access to repository
domains via a special key file that contains the address of the repository they are
to work with.
Supervisor’s Guide17
Where to start with Supervisor
18Supervisor’s Guide
User profiles
General supervisor
Supervisor offers several standard profiles for the various types of users of
Business Objects products. The user profile determines by default what products
a user can use:
•General Supervisor (all products)
•Supervisor (all products)
•Designer (all products but Supervisor and Supervisor over the Web)
•Supervisor-Designer (all products)
•User (all products but Designer, Supervisor, and Supervisor over the Web)
•Versatile (configurable)
You can customize these profiles to reflect the needs of the users. In this way,
the role of each user in a user group will be clearly adapted to the actual position
the person holds in your company.
The general supervisor is the senior system administrator. Using Supervisor, the
general supervisor can:
•create repositories
•create any type of user, including other general supervisors
•create user groups
•administer user accounts and privileges for repository users
•import and export universes to and from the repository
•use any feature of all Business Objects products
•define a Broadcast Agent for a group
•launch a Broadcast Agent from the Broadcast Agent Administrator
•use Supervisor over the Web
•add, delete, and edit OLAP data sources
Supervisor
Introduction
The supervisor is responsible for user administration. The supervisor can:
•create users with any profile except general supervisor
•create user groups
•administer user accounts and privileges for repository users
•import and export universes to and from the repository
•use Supervisor over the Web
By default, the supervisor can use any feature of all Business Objects products
except Designer, but may be restricted in order to limit the ways in which he or
she can manage users or resources.
Designer
The universe designer uses Designer to create and maintain universes for a
particular group of users. A universe designer can distribute a universe as a file
through the file system, or by exporting it to a repository.
Supervisor-Designer
A supervisor-designer creates user profiles, user groups, and universes. This
user has all the rights of the supervisor and the universe designer combined. A
supervisor-designer can use Supervisor, Supervisor over the Web, and
Designer, as well as the Business Objects end-user products (InfoView,
BusinessObjects and WebIntelligence).
User
Users use the Business Objects end-user products to view, query, report and
analyze data. They may also use the optional R
for multidimensional analysis. End users can produce documents containing data
from one or more data sources.
Supervisor’s Guide19
EPORTER and Explorer modules
Versatile
A versatile user is a customized user who may be given access by a supervisor
to any combination of Business Objects products. We recommend that you not
create a versatile user with rights only to BusinessQuery. BusinessQuery users
should also have rights to BusinessObjects.
User profiles
20Supervisor’s Guide
Resources
Products
Universes
The resources that can be managed and controlled by Supervisor fall into the
following categories:
•Business Objects products
•Universes
•Documents
•Repository domains
•Stored procedures
The supervisor can grant or deny access to these Business Objects products:
BusinessObjects, Supervisor, Designer, BusinessQuery and WebIntelligence.
WebIntelligence access is granted to users of InfoView, which provides the core
functionality of WebIntelligence, whether or not they also use the optional
WebIntelligence modules, Reporter and Explorer.
A universe is the semantic layer that isolates the end user from the technical
issues of the database structure. It lets you work with data in terms you can easily
understand. With Supervisor, you can manage universes created by the
designer(s), and you can authorize users and user groups to access one or more
universes.
As the supervisor, you can also define certain security levels within the universes
based on the user type. For example, you can set restrictions on a class or object,
and define other parameters pertaining to the components in universes. You can
also redefine certain critical parameters such as the address of the connection to
the RDBMS.
Documents
Introduction
Supervisor lets you manage the assignment of documents or shared templates.
You can also authorize specific users to update both the data and formats of
these documents.
Supervisor lets you manage categories, which are properties that end-users can
assign documents they send to users, groups or the Broadcast Agent. You can
also authorize specific users to manage categories. While general supervisors
can manage categories without restriction, supervisors and authorized users can
manage only the categories they create.
Repositories
With Supervisor, you set up the structure for distributing information which is to
be shared by all users. This information is centralized through relational data
accounts called repositories.
When you launch Supervisor the first time, you use the Administration Setup
Wizard to create a repository with a general supervisor. You can then use the
Wizard to create other repositories as well.
For each repository, you can create a series of supervisors who are authorized
to create users and to define their access to the repository’s domains and
resources. Users who belong to more than one repository choose which one they
want to work with at login.
We recommend that you work with a single repository as a matter of general
practice. Multiple repositories should only be used by supervisors managing
several sites or by very advanced users.
For more information on the structure of the repository, refer to The repository
domains on page 23.
Stored procedures
A stored procedure is a combination of SQL statements that are translated,
optimized, and stored in executable form on certain SQL servers. End users can
execute stored procedures on the universes assigned to them by the supervisor.
The resource called “stored procedure” in Supervisor is the secured connection
to the database account that stores the procedure. After creating that connection,
you assign it as a stored procedure to a user or group. It is then visible in
Supervisor as a stored procedure.
Supervisor’s Guide21
Resources
22Supervisor’s Guide
User hierarchy and resource access
The role and the relationship of the supervisor with respect to other
BusinessObjects and InfoView users and resources are depicted in the diagram
below.
Gene ral Supe rvisor
create s and manages
repository
defines
Supervisor
Universe Designer
creates
identifies and manages
query
universes
End Users
create
BusinessObjects or
WebIntelligence
documents
The general supervisor defines the supervisor and creates the necessary
structure (the data accounts on which the repository resides) for t he purposes of
resource-sharing. The general supervisor also ensures the security of access to
the different products. The supervisor also creates user groups and defines user
profiles such as the universe designer and end users. The universe designer
creates universes from which end users can query data and create documents.
Introduction
The repository domains
A Business Objects repository is a set of data structures stored on a database. A
repository makes it possible to share the resources necessary for a distributed
architecture.
To ensure security and manage user resources, a repository comprises three
types of domains:
•a security domain, which contains the definition of the other domains as well
as the definition of users
•universe domains, which are meta-models of related databases, containing a
description of the data to be accessed
•document domains, which contain the structures for storing shared
documents and for executing tasks according to a timestamped definition.
These three types of domains make it possible for all users to share resources.
Supervisor’s Guide23
Security
Reference
Universes
Documents
Although a general supervisor can create additional domains, two domains of the
same type cannot be located in the same data account.
You create repositories with the Administration Setup wizard, as explained in
Installing the Repository on page 27.
The repository domains
24Supervisor’s Guide
The security domain
The security domain is a set of data structures created with the Administration
Setup wizard whenever a repository is created (see ‚ “Installing the Repository”
on page 27).
Each domain of a repository is identified in its security domain. When a domain
is created, its reference is automatically stored in the security domain. The
security domain also contains information on the identification of the users, and
on the management of the different products.
The address of the security domain must be recognized by all workstations using
Business Objects products in client/server mode, so that all users can
communicate with the other domains of the repository in a transparent manner.
This address is contained in the key file, which is created at the same time as the
security domain, and which must be distributed to all authorized users.
Universes
Each time you create a domain, Supervisor automatical ly updates the repository.
The universe domain
The universe domain is a set of data structures containing universes created with
Designer. In order for a universe to be shared, it must be exported to the universe
domain by the designer or supervisor.
When you create a repository using the Administration Setup wizard and the
“Default installation” option, a universe domain is created automatically at the
same time as the security and document domains. The wiz ard can be started by
the Repository command on the Tools menu or the Admin button of the
Supervisor login window.
Security
Domain
references
Key file (*.key)
Documents
Introduction
The document domain
The document domain is a set of data structures containing documents.
Documents stored in the document domain can include those created by end
users with Business Objects products, or any other file format. In order to share
documents or cause them to be refreshed during scheduled processing, end
users must send them to the document domain.
To submit documents for scheduled processing, end users send them to the
Broadcast Agent. Documents submitted for scheduled processing can be
monitored by the administrator from the Broadcast Agent console. For more
information, refer to the Broadcast Agent Administrator’s Guide.
When you create a repository using the Administration Setup wizard and the
“Default installation” option, a document domain is created automatically at the
same time as the security and universe domains. The wizard is launched the first
time you launch Supervisor and can also be started by the Repository command
on the Tools menu or the Admin button of the Supervisor login window.
Supervisor’s Guide25
The repository domains
26Supervisor’s Guide
Supervisor over the Web
What can you do with Supervisor over the Web?
Supervisor over the Web allows you to manage users and groups via a web
browser. You create a Business Objects repository using Supervisor, and the
repository containing the security domain. Then you use either Supervisor or
Supervisor over the Web to define users and user groups, assign profiles to
users, and edit their properties in the security domain.
Supervisor over the Web runs in 3-tier architecture in a JSP environment. It
requires an application server and a Business Objects server with a connection
to the relational database that hosts the repository.
NOTE
More than one administrator working on the same repository resources at the
same time from different desks can interfere with one another’s work without this
being immediately noticeable to them. The same resources should not be
granted to multiple supervisors without careful coordination of their work.
Supervisor over the Web offers the following abilities:
•managing groups - you can create, move, delete, and rename groups
•managing users - you can create, rename, and delete users, assign and
remove them from groups, change passwords, and edit user properties
•managing many users at the same time - you can edit add, remove, and
delete multiple users, and edit the properties for a selection of users.
All changes performed in the Supervisor over the Web are immediately taken into
account in the repository and in the Administration Server cache.
Who can use Supervisor over the Web?
Any user authorized to access Supervisor can access Supervisor over the Web.
This includes users with the following profiles:
•General Supervisor
•Supervisor
•Supervisor-Designer
•Versatile with Supervisor rights
To install, configure, and use Supervisor over the Web, refer to the
Guide: Supervisor over the Web.
Introduction
Supervisor’s
Installing the Repository
2
chapter
28Supervisor’s Guide
Overview
Supervisor runs in client/server mode. Before you can successfully start a
Supervisor session, the following must be installed on the client and server
workstations:
On the server:
•an RDBMS, on which the repository resides
•an SQL communication driver
•a data communication protocol
On the client workstation:
•a data communication protocol
•an SQL communication driver
•Supervisor
The client and the server can be located on the same computer.
For information on the database configuration and network protocols, refer to the
section in the Data Access Guide that corresponds to your RDBMS.
Installing the Repository
BusinessObjects
SQL Driver
Client WorkstationServer
Network
SQL Driver
RDBMS
Choosing a setup configuration
The Administration Setup wizard is automatically started when you launch
Supervisor for the first time. The wizard allows you to set up a repository
necessary for resource-sharing quickly and efficiently.
During subsequent logins, you can start the wizard by clicking Admin in the
Supervisor login window if you want to create another repository.