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Overview
This three day interactive workshop was designed for Administrators who need to deploy and manage BusinessObjects Enterprise XI or Crystal Server XI. Some of the topics covered include an overview of the system architecture, how to use the web desktop and how to manage users and security. The course incorporates a number of hands on exercises to reinforce the learning process.
Prerequisites
Working knowledge of Windows 2000 Server or XP environment is required.
Audience
Administrators who need to deploy and manage BusinessObjects Enterprise XI.
Course duration
3 days
Course outline
Architecture and Installation
- Understanding the BusinessObjects Components
- Client Tier
- Application Tier
- Intelligence Tier
- Processing Tier
- Data Tier
- Client Tier
- Application Tier
- Intelligence Tier
- Processing Tier
- Data Tier
- Report Viewers
- Information Flow
- Installing Enterprise on Windows
- Installation Options
- System Requirements (Windows)
- The Central Management System (CMS) Database
Architecture and Installation
- Understanding the BusinessObjects Components
- Client Tier
- Application Tier
- Intelligence Tier
- Processing Tier
- Data Tier
- Client Tier
- Application Tier
- Intelligence Tier
- Processing Tier
- Data Tier
- Report Viewers
- Information Flow
- Installing Enterprise on Windows
- Installation Options
- System Requirements (Windows)
- The Central Management System (CMS) Database
- Network Requirements
- Full Stand Alone Installation
BusinessObjects Launchpad and InfoView
- BusinessObjects Enterprise Administrator Launchpad
- Java Launchpad:
- .NET Launchpad:
- Administration Launchpad Components Overview
- Central Management Console
- Documentation
- Administrative Tools
- More on the Web
- InfoView Overview
- Logging on to Enterprise
- The InfoView Main Screen
- The Title Area
- The InfoView Navigation Panel
- The InfoView Objects Area
- The InfoView Discussions Area
- Using InfoView
- Viewing Folders
- Folder Objects
- Schedule a Report
- View Latest Instance
Account Manager
- What is Account Management?
- Central Management Console
- Managing Groups
- Why Use Groups?
- Creating a Group
- Subgroups and Members
- Managing Users
- Creating a User Account
- Users and Groups
- Modifying a User Account
- Guest Account
- Disabling the Guest Account
- Password Settings
Folder Management
- What is Folder Management?
- Creating Folders
- Deleting Folders
- Copying and Moving Folders
- Adding an Object to a Folder
- Folder Limits
- User Folders
- Categories
- Creating a Personal Category
- Corporate Categories
Managing User Access
- Enterprise Object Security Model
- Access Levels
- Group and Folder Inheritance
- Group Inheritance
- Folder Inheritance
- Access Levels and Rights
- Setting Advanced Object Rights
- The CMS and User Rights
- The Root Folder
- Security Models
- Model 1 – Closed System of Increasing Rights
- Model 2 – Open System of Decreasing Rights
Publishing Wizard
- What is Publishing?
- Publishing with the Publishing Wizard
Managing Objects
- What are Objects
- Managing Report Objects
- Adding a new Object using the Central Management Console
- Copy, Move and Shortcut
- Copying a Report Object
- Creating a Shortcut
- Searching for a Report
- Managing a Report Object and Its Instances
- Properties Tab
- History Tab
- Process Tab
- Schedule Tab
- Object Packages
Scheduling Reports
- What is Scheduling?
- Time Based Scheduling Options
- On Demand Schedule
- Once Schedule
- Daily Report
- Every X hours, N minutes
- Weekly
- Monthly
Managing Events
- Events Overview
- Creating a File Based Event
- Creating a Schedule Based Event
- Creating a Custom Based Event
Managing and Configuring Servers
- Server Administrative Tools
- Central Management Console (CMC)
- Central Configuration Manager (CCM)
- Start, Stop and Restarting Servers
- Using Central Management Console to Organize Servers
- Using Central Configuration Manager to Manage Servers
- Viewing Metrics using the Central Management Console
- Server Metrics
- Managing the Central Management Server
- Configuring the Audit Database
- Clustering Central Management Servers.
- Installing a New CMS and Adding it to a Cluster
- Adding an Installed CMS to a Cluster
- Changing the Cluster Name
- Copying CMS data from one Database to Another
- Recreating the CMS Database
- Managing the File Repository Servers
- Metrics
- Managing the Cache Server
- Cache Server Properties
- Cache Server Metrics
- Managing the Event Server
- Event Server Properties
- Event Server Metrics
- Managing the Page Server
- Page Server Metrics
- Page Server Rights
- Managing the Report Job Server
- Job Server Properties
- Report Job Server Metrics
- Default Disk Destination
- Default Email (STMP) Destination
- Server Groups
- Creating a Server Group
Business Servers
- Business View Overview
- Data Connections
- Dynamic Data Connection
- Data Foundations
- Business Elements
- Business View
- List of Values
- Business Element Wizard
- Business View Architecture
- The Business View Manager
- Starting the Business View Manager
- Creating a Data Connection
- Checking Connectivity
- Creating a Dynamic Data Connection
- Creating a Data Foundation
- Property Browser and Data Foundations
- Adding Formulas to a Data Foundation
- Adding SQL Expressions to a Data Foundation
- Using Custom Functions in the Data Foundation
- Creating Filters in the Data Foundation
- Multiple Filters
- Creating a Parameter Field
- Business Elements
- Business Views
- Business Views Object Rights
- Editing Rights
- Inheritance
- Security Model Example
- Row and Column Security
- Row Security
- Column Security
- Reports based on Business Views
- List of Values
- Importing and Exporting Business Views
The Repository
- The Repository Migration Wizard
- The Repository Explorer
- Working with the Repository Explorer
- Adding, Renaming & Deleting Folders
- Adding Text Objects or Images
- Adding SQL Commands
- Adding Custom Functions
- Changing Repository Objects on Your Report
- Disconnecting Text Objects and Images
- Reattaching Text Objects and Images
- Editing SQL Commands
- Editing Custom Functions
- Editing Repository Objects Summary
- Update of Report Objects Linked to the Repository
Universe Overview
- Understanding Universes
- Creating a Universe with Designer
- Define the Universe Parameters
- Create Initial Classes and Objects
- Create Measure Objects
- Generate the Universe
- Modifying the Universe
- Defining Joins
- Formatting Display Values
- Publishing the Universe
- Exporting the Universe
- Using the Universe in Enterprise
- Universe Connections
- Universes
- Using Universes in Crystal Reports
Security Concepts
- Security Overview
- Authentication and Authorization
- Authentication Types
- The Primary Authentication Process
- Managing Authentication
- Enterprise Authentication
- LDAP Authentication
- Windows NT Security
- Default Account
- NT Single Sign On
- Secondary Authorization
Appendix A: Performance Options
- Live Data versus Saved Data
- Increasing Live Data Viewing Capacity
- Improving Web Response
- Scheduled Report Capacity
- Some Common Implementation Designs
- One Machine Set Up
- Three Machine Set Up
- Six Machine Set Up
Appendix B: Platform Support
- Operating Systems
- Minimum Hardware Requirements for BusinessObjects Enterprise XI
- CMS Database (Repository) & Audit Databases
- Web Application Servers
- LDAP \ Single Sign on Server
- Web Browsers and Browser JVM
- Crystal Reports Reporting Data Sources
- Crystal Reports Reporting Data Sources supported for Scheduling only
- Web Intelligence Reporting Databases
- Microsoft Office
- Citrix (Not supported for Chinese and Korean)
- Development Platforms
- .NET Framework
- Wireless
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