1 Introduction to the SAP BusinessObjects BI Platform: What Am I Getting Into?

19

1.1 The Hitchhiker’s Guide to the Universe

19

1.2 Introduction to the SAP BusinessObjects BI Reporting Tools

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1.2.1 SAP BusinessObjects Web Intelligence

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1.2.2 SAP Crystal Reports

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1.2.3 SAP BusinessObjects Dashboards

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1.2.4 SAP BusinessObjects Analysis

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1.2.5 SAP BusinessObjects Explorer

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1.2.6 SAP Lumira

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1.2.7 SAP Predictive Analysis

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1.2.8 SAP BusinessObjects Mobile

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1.2.9 SAP BusinessObjects Design Studio

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1.3 Architecture Overview

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1.4 Planning for a New Solution

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1.4.1 Scoping Questions

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1.4.2 Job Roles

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1.4.3 Deployment Layout

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1.5 Summary

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2 Sizing and Scalability: Better Make It Big Enough

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2.1 Sizing Basics

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2.1.1 Shopping for SAPS

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2.1.2 Active, Concurrent, and Active-Concurrent Users

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2.2 Tools in Your Sizing Toolbox

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2.2.1 T-Shirt Sizing Guide

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2.2.2 The SAP BusinessObjects BI 4 Sizing Estimator

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2.3 Hardware and Software Requirements

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2.4 Using Auditor to Size an Existing System for Migration

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2.4.1 XI R2 and XI 3.1 as the Way to 4.1

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2.4.2 So What Do We Audit?

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2.5 Sizing a System from Scratch

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2.6 Complex Sizing Projects: Where Science Meets Art

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2.6.1 The Currency of Concurrency

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2.6.2 Estimating the Intelligence Tier

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2.6.3 Estimating the Processing Tier

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2.6.4 Estimating the Application Tier

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2.6.5 Overall Considerations for Sizing a Complex System

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2.7 Sizing as an Ongoing Activity

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2.7.1 How Do I Know When My Server Is All Grown Up?

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2.7.2 What Do I Do When My Server Is All Grown Up?

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2.7.3 Sizing as a Habit

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2.8 Summary

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3 Installation: If You Build it, They Will Come

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3.1 UNIX and Linux Installation

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3.2 Windows Installation

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3.2.1 Preinstallation Steps

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3.2.2 Installation Options

118

3.2.3 CMS Deployment Options

124

3.2.4 Post-Installation Steps

130

3.2.5 Alternative Installation Paths

133

3.3 Clustering

136

3.3.1 Adding and Deleting Nodes Using the Central Configuration Manager

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3.3.2 Adding and Deleting Nodes in UNIX/Linux

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3.3.3 Adding a Node Using the Central Management Console

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3.3.4 Failover and High Availability

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3.4 Virtualization

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3.4.1 Virtualization Options

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3.4.2 UNIX and Linux Landscapes

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3.5 Summary

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4 Configuration: Getting the Most for Your Money

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4.1 How Sizing and Configuration Go Hand-in-Hand

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4.1.1 Central Management Server

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4.1.2 SAP Crystal Reports Cache Server

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4.1.3 File Repository Servers (iFRS and oFRS)

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4.1.4 Adaptive Job Server

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4.1.5 Dashboards Cache Server

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4.1.6 Dashboards Processing Server

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4.1.7 Web Intelligence Processing Server

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4.1.8 Crystal Reports Enterprise Processing Server

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4.1.9 Crystal Reports 2013 Processing Server

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4.1.10 Report Application Server

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4.1.11 Web Application Server

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4.2 Taming the Adaptive Processing Server Beast

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4.2.1 The Wonderful System Configuration Wizard of SAP BusinessObjects BI 4.1

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4.2.2 Going Old School—Splitting the Adaptive Processing Server By Hand

184

4.2.3 Publications

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4.2.4 Web Intelligence APS Services

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4.2.5 Data Federation Service

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4.2.6 Multi-Dimensional Analysis Server

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4.2.7 SAP Crystal Reports Servers

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4.2.8 Dashboards Design Server

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4.2.9 Promotion Management Server

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4.2.10 Monitoring Server

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4.2.11 General Adaptive Processing Server Considerations

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4.3 Multisource Universe Preparation and the Data Federation Administration Tool

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4.3.1 Introduction to the Data Federation Administration Tool

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4.3.2 System Parameters that Optimize the Use of Memory

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4.3.3 Operators That Consume Memory

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4.3.4 Using Statistics to Let the Application Choose the Best Algorithms for Querying Sources

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4.4 Configuration Best Practices

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4.5 Summary

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5 Security: Laying Down the Law

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5.1 User and Content Management

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5.1.1 Hierarchy of Rights

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5.1.2 Understanding Inheritance

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5.1.3 Determining Effective Rights

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5.1.4 Rights Override

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5.1.5 Access Levels

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5.1.6 Delegated Administration

229

5.1.7 Owner Rights

233

5.1.8 Rights Administration Summary

233

5.2 Data and Data Source Security

234

5.3 Securing Communication Using Cryptography and SSL

237

5.3.1 Cryptography

238

5.3.2 Configuring Servers for Secure Sockets Layer

247

5.4 Working with Firewalls and Reverse-Proxies

255

5.4.1 SAP BusinessObjects BI 4.1 Platform Servers and Communication Ports

256

5.4.2 Planning for Firewalls

262

5.4.3 Planning Port Ranges

264

5.4.4 Implementing a Request Port Plan for Firewalls

265

5.4.5 Troubleshooting a Firewall Deployment

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5.4.6 Firewall Takeaways

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5.4.7 Reverse-Proxies

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5.5 General Recommendations for Securing Your SAP BusinessObjects BI 4.1 Deployment

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5.6 Multitenancy

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5.7 Summary

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6 Migrating Content: Moving Stuff Around and Keeping It Straight

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6.1 The Upgrade Management Tool versus Promotion Management

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6.1.1 The Upgrade Management Tool

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6.1.2 Promotion Management

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6.2 Overview of Promotion Management

289

6.2.1 Changes in SAP BusinessObjects BI 4.0 SP4

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6.2.2 Administrative Functions of Promotion Management

292

6.3 Migrating Content with Promotion Management

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6.3.1 Creating a Promotion Job

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6.3.2 Adding Objects

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6.3.3 Fulfilling Dependencies

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6.3.4 Viewing Properties

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6.3.5 Choosing Security Settings

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6.3.6 Testing Migrations

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6.3.7 Executing Migrations

306

6.3.8 Rolling Back Migrations

309

6.4 Content Federation Using the Replication Service

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6.4.1 Creating a New Replication List

310

6.4.2 Creating Remote Connections

312

6.4.3 Creating Replication Jobs

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6.5 Summary

316

7 Monitoring: Keeping an Eye on Things

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7.1 Monitoring in the Central Management Console

317

7.2 The Monitoring Dashboard

318

7.3 Metrics

325

7.4 Watchlists

328

7.4.1 Prebuilt Watchlists

328

7.4.2 Creating New Watchlists

330

7.5 Probes

341

7.6 Alerting

350

7.7 New Auditor Features

353

7.7.1 New Tables Galore

353

7.7.2 Third-Party Tools

354

7.7.3 Getting the Data Out

357

7.7.4 Enabling Auditor

358

7.8 Wily Introscope for SAP BusinessObjects BI Platform

360

7.9 Monitoring Best Practices

362

7.10 Summary

365

8 Troubleshooting and Maintenance: What to Do When Stuff Breaks and How to Prevent It

367

8.1 Troubleshooting Basics

368

8.1.1 Architecture Overview

368

8.1.2 Standardizing Your Error-Reporting Process

371

8.1.3 Troubleshooting Basics Summary

372

8.2 Where to Get More Help

373

8.2.1 SAP Help Portal

373

8.2.2 SAP Support Portal

376

8.2.3 SAP Router

378

8.2.4 SAP Community Network

378

8.3 Enabling Trace Logs

380

8.3.1 Enterprise Service Trace Logs

380

8.3.2 Web Application Trace Logs

383

8.3.3 Manually Enabling Trace Logs

385

8.3.4 Client Tool Trace Logs

387

8.3.5 Operating System Logs and Messages

390

8.3.6 SAP Lumira—The Log Eater

392

8.4 Reading and Analyzing Logs

392

8.4.1 The Laissez-Faire Approach to Trace Logs

393

8.4.2 The Go-For-It Approach to Trace Logs

393

8.4.3 Cruise through Logs with the GLF Viewer

396

8.4.4 The Cool Third-Party Tool Approach to Trace Logs

397

8.4.5 Reading and Understanding Log Summaries

398

8.5 Periodic Maintenance

398

8.5.1 Instance Management

399

8.5.2 Managing Log Files

401

8.5.3 Orphans

405

8.5.4 Controlling Instances

406

8.5.5 Session Management

407

8.6 Managing Patches and Upgrades

409

8.6.1 Patches

409

8.6.2 Upgrades

411

8.6.3 Patches and Upgrades Summary

413

8.7 Backup and Recovery

414

8.7.1 Hot and Cold Backups

415

8.7.2 Restoring and Recovering

424

8.7.3 Repository Diagnostic Tool

428

8.8 Troubleshooting and Maintenance Best Practices

434

8.9 Summary

437

9 SAP BusinessObjects Mobile: Taking It on the Road

439

9.1 Supported Mobile Platforms

439

9.2 Installation and Deployment of SAP BusinessObjects Mobile

444

9.3 Configuring Mobile Devices

450

9.4 Troubleshooting SAP BusinessObjects Mobile

453

9.5 Summary

454

10 Customization and Enhancement: SAP BusinessObjects BI Colors Are Boring

457

10.1 Customizing Client Tools

458

10.1.1 SAP Crystal Reports

459

10.1.2 SAP BusinessObjects Web Intelligence

464

10.1.3 SAP BusinessObjects Dashboards

470

10.2 Customizing the BI Launch Pad

473

10.3 When to Use the Software Development Kit

480

10.4 Summary

481

Answer Key

483

A.1 Chapter 1

483

A.2 Chapter 2

484

A.3 Chapter 3

485

A.4 Chapter 4

486

A.5 Chapter 5

486

A.6 Chapter 6

488

A.7 Chapter 7

489

A.8 Chapter 8

490

A.9 Chapter 9

491

A.10 Chapter 10

492