Business Objects XI Administrator

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Business Objects XI

Administrator
New Features
• End User Experience
– Categories
– InfoView
– Publishing
– Scheduling
• Report Design
– Semantic Layer
– Dynamic prompts and cascading lists of values
• Developers
– BusinessObjects Enterprise development tools
– Web Services
– BusinessObjects Enterprise SDK
Administrator Overview
• Administrators will use three applications to
manage BusinessObjects Enterprise
– Central Management Console
– Publishing Wizard
– Central Configuration Manager
Logging into Administrator
There are two ways to access the CMC:
1. Type the name of the machine you are accessing
directly into your browser,
• Go to the following page:
http://webserver:port/BusinessObjects/enterprise11/
admin
• On Windows, replace webserver with the name of the
web server machine
2. Select BusinessObjects Enterprise Administration
Launch pad from the program group on the Windows
Start menu.
– If you have BusinessObjects Enterprise installed
locally on your machine, in Windows, click Start >
Programs > BusinessObjects Enterprise
XI>BusinessObjects Enterprise Administration
Launch pad. Inside the Launch pad, click "Launch the
Central Management Console."
Logging into CMC
• In the Log On page appears, select
Enterprise in the Authentication Type list.
• Type your User Name and Password. For
this example, type Administrator as the
User Name. This default Enterprise
account does not have a password until
you create one
• Click Log On. The CMC Home page
appears
Central Management Console (CMC)

• CMC is a web-based application


• Main Functions
– Perform user management tasks
– Adding users and groups
– Setting up Authentications
– Allows you to publish, organize,
and set security levels
Default Accounts
• Main task is to create, map, change, and organizing
user and group information
• Administrator is a default BO Enterprise account with
NO Password
• The Administrator user belongs to the Administrators
and Everyone groups
• Admin user can perform all tasks in all
BusinessObjects Enterprise applications (for example,
the Central Management Console, Central
Configuration Manager, Publishing Wizard, and
InfoView)
• The Guest user is a member of the Everyone group
• This user can view reports that are found within the
Report Samples folder. Generally, the Guest user
accesses reports through InfoView
Default Groups
• Administrators
– Users belongs to this group can perform all the task
By default,
– The Administrator group contains only the
Administrator user.
• BusinessObjects NT Users
– This group is also added to Windows on the local
machine and the user who installed BusinessObjects
Enterprise is automatically added to this group
– BusinessObjects NT Users can use their NT accounts to
log on to BusinessObjects Enterprise
• Everyone
– Each user is a member of the Everyone group. By
default, the Everyone group allows access to all the
reports that are found in the Report Samples folder
• Universe Designer Users
– Users who belong to this group are granted
access to the Universe Designer folder and
the Connections folder. They can control who
has access right to the Designer application.
You must add users to this group as needed.
By default, no user belongs to this group.
Authentication types
• Enterprise authentication
– Use the system default Enterprise Authentication if you prefer to
create distinct accounts and groups for use with
BusinessObjects Enterprise
• Windows NT authentication
– If you are working in a Windows NT environment, you can use
existing NT user accounts and groups in BusinessObjects
Enterprise
• LDAP authentication
– If you set up an LDAP directory server, you can use existing
LDAP user accounts and groups in BusinessObjects Enterprise.
When you map LDAP accounts to BusinessObjects Enterprise
• Windows AD authentication
– If you are working in a Windows 2000 environment, you can
use existing AD user accounts and groups in BusinessObjects
Enterprise
Creating a New User
1. Go to the Users management area of the CMC.
2. Click New User.
3. Select the Enterprise authentication type
4. Type the account name, full name, email, and
description information
5. Specify the password information and settings
6. Select the connection type
– Concurrent
– Named
7. Click on “OK”
Adding a user to groups
1. Go to the Users management area of the CMC.
2. Under Account Name, click the link to the user whose
properties you want to change.
3. Click the Member of tab to specify the group or groups the
user should belong to. Note:   All BusinessObjects
Enterprise users of the system are part of the Everyone
group.
4. Click the Member of button to view the available groups.
5. In the Available groups area, select the group(s) that the
new user should be a member of. Use SHIFT+click or
CTRL+click to select multiple groups.
6. Click the > arrow to add the group(s); click the < arrow to
remove the group(s).
7. Click OK. The "Member of" tab appears and lists the groups
in which the user is a member.
Modifying a user account
1. Go to the Users management area of the
CMC.
2. Under Account Name, click the link to the
user whose properties you want to change.
3. Make the required changes, as necessary, in
the available fields. In addition to all of the
options that were available when you initially
created the account, you now can disable the
account by selecting the "Account is disabled"
check box.
4. Click Update.
Delete a user account
1. Go to the Users management area of the
CMC.
2. Select the check box associated with the user
you want to delete.
3. Click Delete. The delete confirmation dialog
box appears.
4. Click OK. The user account is deleted.
To change password settings
• Go to the Authentication management area of the
CMC.
• Click the Enterprise tab.

Password Setting Minimum Recommended Maximum


Must contain at least N characters 0 characters 64 characters
Must change password every N 1 day 100 days
days
Cannot reuse the N most recent 1 password 100 passwords
passwords
Must wait N minutes to change 0 minutes 100 minutes
password
Disable account after N failed 1 failed 100 failed
attempts to log on
Reset failed logon count after N 1 minute 100 minutes
minutes
Re-enable account after N minutes 0 minutes 100 minutes

• Click Update.
Adding Users to Groups
1. In the Groups management area of the CMC, click the
link for the group.
2. Click the Users tab.
3. Click Add Users.
4. Select the users to add to the group; then click the >
arrow.
5. Click OK.
6. The Users tab appears. It lists all of the users who
belong to this group.
Adding subgroups
1. You can add an existing group as a subgroup to
another group. A subgroup inherits the rights of the
parent group.
2. In the Groups management area of the CMC, click the
link for the group.
3. Click the Subgroups tab.
4. Click Add/Remove Subgroups.
5. Select the groups that should be members of this new
group; then click the > arrow.
6. Click OK
Specifying group
1.
membership
The group that becomes a member is referred to as a
subgroup
2. In the Groups management area of the CMC, click the
link for the group.
3. Click the Member of tab.
4. Click the Member of button.
5. Select the parent groups that this new group will be a
member of; then click the > arrow. Any rights
associated with the parent group will be inherited by
the new group you have created.
6. Click OK.
Modifying a group
1. In the Groups management area of the CMC, click the
link for the group.
2. Under the Group Name column, click the link to the
group whose configuration you want to change.
3. Make the necessary changes in one of the four tabs:
1. Properties
2. Users
3. Subgroups
4. Member of
4. Depending on which tab you have selected, click OK
or Update after you have made your changes.
Deleting a group
1. Go to the Groups management area of the CMC.
2. Select the check box associated with the group you
want to delete.
3. Click Delete. The delete confirmation dialog box
appears.
4. Click OK
Disabling the Guest account
1. Go to the Users management area of the CMC.
2. In the Account Name column, click Guest.
3. On the Properties tab, select the Account is disabled
check box.
4. Click Update.
5. If you are prompted for confirmation, click OK
Working with folders
1. Folders are objects used to organize documents
2. You can use folders to separate content into logical
groups
3. As you can set security at the folder level, you can
use folders as a tool for controlling access to
information
Creating Folders
1. In the Central Management Console (CMC),
2. Go to the Folders management area of the CMC.
3. Click New Folder.
4. On the Properties tab, type the name, description,
and keywords of the new folder. This example creates
a new Marketing folder

Click folder is added to the system, and its Properties tab is refreshed OK. The new
Creating a New Subfolder
1. Go to the Folders management area of the CMC. The
initial level of folders is displayed
2. In the Title column, click the link to the folder where
you want to add a subfolder.
3. Click the Subfolders tab
4. Click New Folder.
5. On the Properties tab, type the name and description
of the new folder.
6. Click OK
Deleting Folders
1. Go to the Folders management area of the CMC.
2. Select the check box associated with the folder you
want to delete. If the folder you want to delete is not
at the top level, locate its parent folder. Then make
your selection on the parent folder's Subfolders tab.
3. Tip: Select multiple check boxes to delete several
folders from their parent folder.
4. Click Delete, and click OK to confirm
Adding a report to a folder
1. To add a report to a new folder
2. Once you've created the new folder, click its Objects
tab.

Click New Object. The New Object page appears


Selecting the Object

Click OK. The report is published to BusinessObjects Enterprise


Working with categories
1. Categories are objects used to organize documents
2. You can associate documents with multiple
categories, and you can create subcategories within
categories
3. BusinessObjects Enterprise provides two types of
categories
1. Corporate :
2. Personal:
Creating a Category
1. In the Central Management Console (CMC)
2. Go to the Categories management area to create new
categories and to add subcategories to the existing
hierarchy of category objects.
3. Go to the Categories management area of the CMC.
4. Click New Category.
5. On the Properties tab, type the name and description
of the new category.
6. Click Update.
7. The new category is added to the system, and its
Properties tab is refreshed. You can now use the
Documents, Subcategories, and Rights tabs to add
objects and to change settings for this category
Deleting categories
1. Go to the Categories management area of the CMC.
2. Select the check box associated with the category you
want to delete. If the category you want to delete is
not at the top level, locate its parent category. Then
make your selection on the parent category's
Subcategories tab.
3. Tip: Select multiple check boxes to delete several
categories from their parent category.
4. Click Delete, and click OK to confirm

5. NOTE: When you delete a category, all subcategories


within it are remove entirely from the system.
Unlike folder deletion,the reports and other
objects contained within the category are not
deleted from the system.
Architecture
1. BOE is a multi tier system i.e every component has a
task to perform
2. There are totally Five Tiers
1. The client tier
2. The application tier
3. The intelligence tier
4. The processing tier
5. and the data tier
3. The "servers" run as services on Windows machines.
On UNIX, the servers run as daemons
Architecture Diagram
Client Tier
1. This tier is made up of the applications that enable
people to administer, publish, and view reports and
other objects.
2. The client tier includes:
1. InfoView
2. Central Management Console (CMC)
3. Central Configuration Manager (CCM)
4. Publishing Wizard
5. Import Wizard
Application Tier
1. The application tier hosts the server-side components
that process requests from the client tier
2. The application tier includes:
1. Application tier components
2. Web development platforms
3. Web application environments
Intelligent Tier

1. It maintains all of the security information, sends


requests to the appropriate servers, manages audit
information, and stores report instances.
Central Management Server
1. The CMS is responsible for maintaining a database of
information about your BusinessObjects Enterprise
system
2. The data stored by the CMS includes information
about users and groups, security levels,
BusinessObjects Enterprise content, and servers
3. Main Tasks
1. Maintaining security
2. Managing objects
3. Managing servers
4. Managing auditing
Cache Server
1. The Cache Server is responsible for handling all report
viewing requests.
2. The Cache Server checks whether or not it can fulfill
the request with a cached report page
3. If the Cache Server cannot fulfill the request with a
cached report page, it passes the request along to the
Page Server
4. Page Server runs the report and returns the results to
the Cache Server.
5. If you are running multiple Page Servers for a single
Cache Server, the Cache Server automatically balances
the processing load across Page Servers
File Repository Server
1. There is an Input and an Output File Repository Server
in every BusinessObjects Enterprise
2. The Input File Repository Server manages all of the
report objects and program objects that have been
published to the system
3. The Output File Repository Server manages all of the
report instances generated by the Report Job Server or
the Web Intelligence Report Server
4. The File Repository Servers are responsible
1. Listing files on the server
2. Querying for size of the file
3. Adding files to repository and Removing files from
the Repository
5. NOTE:
6. The Input and Output File Repository Servers cannot
share the same directories
Event Server
1. The Event Server manages file-based events
2. The Event Server monitors the directory that you
specified.
3. Triggers your file based events
4. Event Server notifies the CMS that the file-based event
has occurred. The CMS then starts any jobs that are
dependent upon your file-based event.
Processing Tier
1. The processing tier accesses the data and generates
the reports.
2. It is the only tier that interacts directly with the
databases that contain the report data
Report Job Server
1. The Report Job Server processes scheduled reports, as
requested by the CMS, and generates report instances
2. To generate a report instance, the Report Job Server
obtains the report object from the Input File
Repository Server and communicates with the
database to retrieve the current data. Once it has
generated the report instance, it stores the instance
on the Output File Repository Server

3. Note: Instances are versions of a report object that


contain saved data
Program Job Server
1. Program objects allow you to write, publish, and
schedule custom applications, including scripts, Java
programs or .NET programs
2. The Program Job Server processes scheduled program
objects, as requested by the CMS
3. To run a program, the Program Job Server first
retrieves the files from storage on the Input File
Repository Server, and then runs the program. By
definition, program objects are custom applications.
Therefore the outcome of running a program will be
dependent upon the particular program object that is
run.
4. Unlike report instances, which can be viewed in their
completed format, program instances exist as records
in the object history
Web Intelligence Job Server
1. It processes scheduling requests it receives from the
CMS for Web Intelligence documents
2. It forwards these requests to the Web Intelligence
Report Server, which will generate the instance of
the Web Intelligence document
Web Intelligence Report Server
1. This Server is used to create, edit, view, and analyze
Web Intelligence documents
2. It processes scheduled Web Intelligence documents
and generates new instances of the document, which
it stores on the Output File Repository Server.
Report Application Server (RAS)

1. The Report Application Server (RAS) processes


reports that users view with the Advanced DHTML
viewer.
2. It provides the ad hoc reporting capabilities that allow
users to create and modify reports over the Web
Destination Job Server
1. The Destination Job Server sends objects and
instances to destinations inside the BusinessObjects
Enterprise system, for example, a user's inbox, or
outside the system, for example, by sending a file to
an email address
2. It does not run the actual report or program objects. It
only handles objects and instances that already exist
in the Input or Output File Repository Servers
List of Values Job Server
1. It processes scheduled list-of-value objects
2. These are objects that contain the values of
specific fields in a Business View
3. The List of Values Job Server behaves similarly to
the Report Job Server
Page Server
1. The Page Server is primarily responsible for
responding to page requests by processing reports
and generating Encapsulated Page Format (EPF)
pages.
2. The EPF pages contain formatting information that
defines the layout of the report
Data Tier
1. The data tier is made up of the databases that
contain the data used in the reports
Server Management
1. To View and Modify server settings
1. CCM: Central Configuration Management
2. CMC: Central Management Console
2. CCM:
1. It is program that allows you to view and to modify
server settings while Business Objects servers are
offline
2. You use the CCM to stop servers, to modify
performance settings
3. change the default server port numbers
3. CMC:
1. Web based Admin Tool for Viewing and Modifying
BO Server Settings
2. You can Access Server Metrics
3. Create Server Groups ( like for each Country)
Viewing Current Metrics

1. The CMC allows you to view server metrics over the


Web
2. Metrics Include General Information about the
server like Product version, Current System Activity
Etc
3. To view server metrics
1. Go to the Servers management area of the CMC.
2. Click the link to the server whose metrics you
want to view.
3. Click the Metrics tab
Metrics Information for FRS

1. Input and Output File Repository Servers


1. Indicates the maximum idle time
2. Displays the number of active files
3. Active client connections
4. lists the total available hard disk space
5. Also number of bytes sent and received.
Metrics Information for Cache Server

1. Cache Server Displays


1. The maximum number of processing threads
2. The maximum cache size
3. The minutes between refreshes from the database
Metrics Information for Event Server

1. The Metrics tab of the Event Server contains statistics


on the files that the server is monitoring. This tab
includes a table showing the file name and the last
time the event occurred
Metrics Information for Page Server

1. Contains information on how the server is running


1. It lists the maximum number of simultaneous report
jobs
2. The location of temporary files
3. The maximum number of database records shown
when previewing or refreshing a report
Metrics Information for RAS

1. Shows the number of reports that are open and the


number of reports that have been opened.
2. It also shows the number of open connections, along
with the number of open connections that have been
created.
Metrics Information for WIS
1. The Metrics tabs of theses servers lists the current
number of jobs that are being processed, the total
number of requests received, the total number of
failed job creations, the processing mode, and the
location of its temporary files.
Metrics Information for CMS

1. The Metrics tab of the CMS lists only the general


information about the machine it is running on.
The Properties tab, however, shows a list of users
who have active sessions on the system.
Server Groups
1. Server groups are a powerful way of customizing
BusinessObjects Enterprise to optimize your system for
users in different locations, or for objects of different
types.
2. Easy to manager all the servers on your system
3. Powerful way of customizing BusinessObjects
Enterprise to optimize your system for users in
different locations, or for objects of different types
Adding a Server Group
1. Go to the Server Groups management area of the
CMC.
2. Click New Server Group. The New Server Group
Properties tab appears.
3. In the Server Group Name field, type a name for the
new group of servers.
4. Use the Description field to include additional
information about the group.
5. Click OK.
6. On the Servers tab, click Add/Remove Servers
7. Select the servers that you want to add to this
group; then click the > arrow.
8. Click OK.
Auditing
1. Auditing allows you to monitor and record key facts
about your BusinessObjects Enterprise system.
2. Auditing also allows you to better administer
individual user accounts and reports by giving you
more insight into what actions users are taking and
which reports they are accessing
How Auditing Work
1. The Central Management Server (CMS) acts
as the system auditor, while each
BusinessObjects Enterprise server that
controls actions is an auditee
2. To Audit First determine which server
controls the action.
3. You must then enable auditing of that
action in the Servers management area of
the Central Management Console

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