SAP BusinessObjects BI System Administration

SAP BusinessObjects BI System Administration

2012
978-1-59229-404-6
474

Product Details

  • Learn how to size, install, and configure a system that will best meet your needs
  • Master the daily tasks that are necessary to keep an SAP BusinessObjects BI system up and running
  • Get a complete picture of administration in an SAP BusinessObjects BI system- Up to date for SAP BusinessObjects BI 4.0

A system administrator’s job isn’t easy. When stuff works, no one notices. When stuff breaks, suddenly everyone knows your name. Your most important task, then—for your users and for you—is to set up your system right the first time, and to keep it running effectively. With this book, learn how to do just that. Make your job easy: Keep a low profile.

Practical Insight
Skip the SAP roadmaps and get down to the nitty-gritty. With step-by-step instructions, detailed screenshots, and unique tips and tricks, this book tells you exactly what you need to know to do your job.

Getting it Started
Learn how to get the optimal SAP BusinessObjects BI system in place with practical  instruction on sizing, configuration, and installation.

Making it Secure
Keep your SAP BusinessObjects BI system safe by learning what you should know about principals, rights, objects, hierarchies, firewalls, and more.

Keeping it Running
Make sure you know how to keep your system running smoothly. Monitoring, troubleshooting, and maintenance are the ways to do this, and this book will tell you how.

Changes in Release 4.0
Face the facts: the Import Wizard is no more, and neither is Desktop Intelligence. Find out what this means for you, and what other changes you should know about.

Highlights

  • Sizing and scalability
  • Auditor- UNIX and Windows installation
  • Central Configuration Manager
  • Multi-source universes
  • User and content management
  • UMT and the Lifecycle Manager
  • Probes
  • Trace logs
  • Patches and upgrades
  • SAP BusinessObjects Mobile
  • Customization and enhancement

The Authors

Greg Myers' 10 years of Business Objects experience is primarily focused on BI architecture, performance, and administration. Eric Vallo, co-founder of EVtechnologies, has over 10 years of Business Objects experience ranging from report/universe development to architecture and strategy. Eric and Greg are a part of the crew that hosts the Diversified Semantic Layer podcast.

Table of Contents

  • ... Preface ... 15
  • ... Acknowledgments ... 17
  • 1 ... Introduction to the SAP Business Objects 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 Reporting Tools ... 22
  • 1.2.1 ... SAP BusinessObjects Web Intelligence ... 23
  • 1.2.2 ... SAP Crystal Reports ... 27
  • 1.2.3 ... SAP BusinessObjects Dashboards ... 31
  • 1.2.4 ... SAP BusinessObjects Analysis ... 35
  • 1.2.5 ... SAP BusinessObjects Explorer ... 35
  • 1.2.6 ... SAP BusinessObjects Mobile ... 37
  • 1.2.7 ... SAP BusinessObjects Design Studio ... 39
  • 1.3 ... Architecture Overview ... 40
  • 1.4 ... Planning for a New Solution ... 42
  • 1.4.1 ... Scoping Questions ... 42
  • 1.4.2 ... Job Roles ... 43
  • 1.4.3 ... Deployment Layout ... 45
  • 1.5 ... Summary ... 47
  • 2 ... Sizing and Scalability: Better Make It Big Enough ... 49
  • 2.1 ... Sizing Basics ... 51
  • 2.1.1 ... Shopping for SAPS ... 52
  • 2.1.2 ... Active, Concurrent, and Active-Concurrent Users ... 53
  • 2.2 ... Tools in Your Sizing Toolbox ... 55
  • 2.2.1 ... T-Shirt Sizing Guide ... 55
  • 2.2.2 ... The SAP Quick Sizer ... 56
  • 2.2.3 ... The SAP BusinessObjects BI4 Sizing Estimator ... 60
  • 2.3 ... Hardware and Software Requirements ... 62
  • 2.4 ... Using Auditor to Size an Existing System for Migration ... 68
  • 2.4.1 ... XI R2 and XI 3.1 as the Way to 4.0 ... 69
  • 2.4.2 ... So What Do We Audit? ... 76
  • 2.5 ... Sizing a System from Scratch ... 81
  • 2.6 ... Complex Sizing Projects: Where Science Meets Art ... 83
  • 2.6.1 ... The Currency of Concurrency ... 83
  • 2.6.2 ... Estimating the Intelligence Tier ... 87
  • 2.6.3 ... Estimating the Processing Tier ... 88
  • 2.6.4 ... Estimating the Application Tier ... 90
  • 2.6.5 ... Overall Considerations for Sizing a Complex System ... 92
  • 2.7 ... Sizing As An Ongoing Activity ... 93
  • 2.7.1 ... How Do I Know When My Server Is All Grown Up? ... 94
  • 2.7.2 ... What Do I Do When My Server Is All Grown Up? ... 94
  • 2.7.3 ... Sizing as a Habit ... 94
  • 2.8 ... Summary ... 98
  • 3 ... Installation: If You Build it, They Will Come ... 101
  • 3.1 ... UNIX and Linux Installation ... 103
  • 3.2 ... Windows Installation ... 110
  • 3.2.1 ... Pre-Installation Steps ... 111
  • 3.2.2 ... Installation Options ... 114
  • 3.2.3 ... CMS Deployment Options ... 118
  • 3.2.4 ... Post-Installation Steps ... 123
  • 3.2.5 ... Alternative Installation Paths ... 126
  • 3.3 ... Clustering ... 129
  • 3.3.1 ... Adding and Deleting Nodes Using the Central Configuration Manager ... 129
  • 3.3.2 ... Adding and Deleting Nodes in UNIX/Linux ... 137
  • 3.3.3 ... Adding a Node Using the Central Management Console ... 139
  • 3.3.4 ... Failover and High Availability ... 143
  • 3.4 ... Virtualization ... 145
  • 3.4.1 ... Virtualization Options ... 146
  • 3.4.2 ... UNIX and Linux Landscapes ... 148
  • 3.5 ... Summary ... 149
  • 4 ... Configuration: Getting the Most for Your Money ... 151
  • 4.1 ... How Sizing and Configuration Go Hand-in-Hand ... 151
  • 4.1.1 ... Central Management Server ... 152
  • 4.1.2 ... SAP Crystal Reports Cache Server ... 154
  • 4.1.3 ... File Repository Servers (iFRS and oFRS) ... 154
  • 4.1.4 ... Adaptive Job Server ... 155
  • 4.1.5 ... Dashboards Cache Server ... 157
  • 4.1.6 ... Dashboards Processing Server ... 158
  • 4.1.7 ... Web Intelligence Processing Server ... 158
  • 4.1.8 ... Crystal Reports Enterprise Processing Server ... 160
  • 4.1.9 ... Crystal Reports 2011 Processing Server ... 161
  • 4.1.10 ... Report Application Server ... 163
  • 4.1.11 ... Web Application Server ... 164
  • 4.2 ... Taming the Adaptive Processing Server Beast ... 166
  • 4.2.1 ... Publications ... 168
  • 4.2.2 ... Web Intelligence APS Services ... 169
  • 4.2.3 ... Data Federation Service ... 170
  • 4.2.4 ... Multi-Dimensional Analysis Server ... 170
  • 4.2.5 ... SAP Crystal Reports Servers ... 170
  • 4.2.6 ... Dashboards Design Server ... 171
  • 4.2.7 ... Lifecycle Manager Server ... 171
  • 4.2.8 ... Monitoring Server ... 171
  • 4.2.9 ... General Adaptive Processing Server Considerations ... 171
  • 4.3 ... Multi-Source Universe Preparation and the Data Federation Administration Tool ... 172
  • 4.3.1 ... Introduction to the Data Federation Administration Tool ... 175
  • 4.3.2 ... System Parameters that Optimize the Use of Memory ... 183
  • 4.3.3 ... Operators that Consume Memory ... 185
  • 4.3.4 ... Using Statistics to Let the Application Choose the Best Algorithms for Querying Sources ... 185
  • 4.4 ... Configuration Best Practices ... 189
  • 4.5 ... Summary ... 192
  • 5 ... Security: Laying Down the Law ... 193
  • 5.1 ... User and Content Management ... 194
  • 5.1.1 ... Hierarchy of Rights ... 195
  • 5.1.2 ... Understanding Inheritance ... 196
  • 5.1.3 ... Determining Effective Rights ... 202
  • 5.1.4 ... Rights Override ... 202
  • 5.1.5 ... Access Levels ... 205
  • 5.1.6 ... Delegated Administration ... 212
  • 5.1.7 ... Owner Rights ... 216
  • 5.1.8 ... Rights Administration Summary ... 217
  • 5.2 ... Data and Data Source Security ... 218
  • 5.3 ... Securing Communication Using Cryptography and SSL ... 221
  • 5.3.1 ... Cryptography ... 221
  • 5.3.2 ... Configuring Servers for SSL ... 231
  • 5.4 ... Working with Firewalls and Reverse-Proxies ... 238
  • 5.4.1 ... SAP BusinessObjects BI 4.0 Platform Servers and Communication Ports ... 239
  • 5.4.2 ... Planning for Firewalls ... 245
  • 5.4.3 ... Planning Port Ranges ... 248
  • 5.4.4 ... Implementing a Request Port Plan for Firewalls ... 249
  • 5.4.5 ... Troubleshooting a Firewall Deployment ... 250
  • 5.4.6 ... Firewall Takeaways ... 252
  • 5.4.7 ... Reverse-Proxies ... 252
  • 5.5 ... General Recommendations for Securing Your SAP BusinessObjects BI 4.0 Deployment ... 253
  • 5.6 ... Summary ... 255
  • 6 ... Migrating Content: Moving Stuff Around and Keeping It Straight ... 257
  • 6.1 ... The Upgrade Management Tool versus Lifecycle Manager ... 257
  • 6.1.1 ... The Upgrade Management Tool ... 258
  • 6.1.2 ... Lifecycle Manager ... 268
  • 6.2 ... Overview of Lifecycle Manager ... 272
  • 6.2.1 ... Changes in SAP BusinessObjects BI 4.0 SP4 ... 272
  • 6.2.2 ... Administrative Functions of LCM ... 275
  • 6.3 ... Migrating Content with Lifecycle Manager ... 280
  • 6.3.1 ... Creating a Promotion Job ... 281
  • 6.3.2 ... Adding Objects ... 283
  • 6.3.3 ... Fulfilling Dependencies ... 285
  • 6.3.4 ... Viewing Properties ... 285
  • 6.3.5 ... Choosing Security Settings ... 287
  • 6.3.6 ... Testing Migrations ... 287
  • 6.3.7 ... Executing Migrations ... 289
  • 6.3.8 ... Rolling Back Migrations ... 291
  • 6.4 ... Content Federation Using the Replication Service ... 291
  • 6.4.1 ... Creating a New Replication List ... 292
  • 6.4.2 ... Creating Remote Connections ... 294
  • 6.4.3 ... Creating Replication Jobs ... 295
  • 6.5 ... Summary ... 298
  • 7 ... Monitoring: Keeping an Eye on Things ... 299
  • 7.1 ... Monitoring in the Central Management Console ... 299
  • 7.2 ... The Monitoring Dashboard ... 300
  • 7.3 ... Metrics ... 307
  • 7.4 ... Watch Lists ... 310
  • 7.4.1 ... Prebuilt Watch Lists ... 310
  • 7.4.2 ... Creating New Watch Lists ... 312
  • 7.5 ... Probes ... 323
  • 7.6 ... Alerting ... 333
  • 7.7 ... New Auditor Features ... 335
  • 7.7.1 ... New Tables Galore ... 336
  • 7.7.2 ... Third-Party Tools ... 336
  • 7.7.3 ... Getting the Data Out ... 340
  • 7.7.4 ... Enabling Auditor ... 341
  • 7.8 ... Monitoring Best Practices ... 343
  • 7.9 ... Summary ... 345
  • 8 ... Troubleshooting and Maintenance: What to Do When Stuff Breaks and How to Prevent It ... 347
  • 8.1 ... Troubleshooting Basics ... 348
  • 8.1.1 ... Architecture Overview ... 348
  • 8.1.2 ... Standardizing Your Error Reporting Process ... 351
  • 8.1.3 ... Troubleshooting Basics Summary ... 352
  • 8.2 ... Where to Get More Help ... 353
  • 8.2.1 ... SAP Help Portal ... 353
  • 8.2.2 ... SAP Support Portal ... 357
  • 8.2.3 ... SAP Community Network ... 359
  • 8.3 ... Enabling Trace Logs ... 360
  • 8.3.1 ... Enterprise Service Trace Logs ... 361
  • 8.3.2 ... Web Application Trace Logs ... 364
  • 8.3.3 ... Manually Enabling Trace Logs ... 365
  • 8.3.4 ... Client Tool Trace Logs ... 368
  • 8.3.5 ... Operating System Logs and Messages ... 370
  • 8.4 ... Reading and Analyzing Logs ... 373
  • 8.4.1 ... The Laissez-Faire Approach to Trace Logs ... 373
  • 8.4.2 ... The Go-For-It Approach to Trace Logs ... 373
  • 8.4.3 ... The Cool Third-Party Tool Approach to Trace Logs ... 376
  • 8.4.4 ... Reading and Understanding Log Summaries ... 377
  • 8.5 ... Periodic Maintenance ... 377
  • 8.5.1 ... Instance Management ... 378
  • 8.5.2 ... Managing Log Files ... 380
  • 8.5.3 ... Orphans ... 384
  • 8.5.4 ... Controlling Instances ... 385
  • 8.6 ... Managing Patches and Upgrades ... 386
  • 8.6.1 ... Patches ... 387
  • 8.6.2 ... Upgrades ... 388
  • 8.6.3 ... Patches and Upgrades Summary ... 389
  • 8.7 ... Backup and Recovery ... 390
  • 8.7.1 ... Hot and Cold Backups ... 391
  • 8.7.2 ... Restoring and Recovering ... 400
  • 8.7.3 ... Repository Diagnostic Tool ... 404
  • 8.8 ... Troubleshooting and Maintenance Best Practices ... 410
  • 8.9 ... Summary ... 413
  • 9 ... SAP BusinessObjects Mobile: Taking It on the Road ... 415
  • 9.1 ... Supported Mobile Platforms ... 415
  • 9.2 ... Installation and Deployment of SAP BusinessObjects Mobile ... 419
  • 9.3 ... Configuring Mobile Devices ... 425
  • 9.4 ... Troubleshooting SAP BusinessObjects Mobile ... 428
  • 9.5 ... Summary ... 430
  • 10 ... Customization and Enhancement: SAP BusinessObjects Colors Are Boring ... 431
  • 10.1 ... Customizing Client Tools ... 432
  • 10.1.1 ... SAP Crystal Reports ... 433
  • 10.1.2 ... SAP BusinessObjects Web Intelligence ... 438
  • 10.1.3 ... SAP BusinessObjects Dashboards ... 443
  • 10.2 ... Customizing the BI Launch Pad ... 445
  • 10.3 ... When to Use the Software Development Kit ... 452
  • 10.4 ... Summary ... 454
  • ... Appendices ... 455
  • A ... Answer Key ... 455
  • A.1 ... Chapter 1 ... 455
  • A.2 ... Chapter 2 ... 456
  • A.3 ... Chapter 3 ... 457
  • A.4 ... Chapter 4 ... 458
  • A.5 ... Chapter 5 ... 458
  • A.6 ... Chapter 6 ... 459
  • A.7 ... Chapter 7 ... 460
  • A.8 ... Chapter 8 ... 462
  • A.9 ... Chapter 9 ... 463
  • A.10 ... Chapter 10 ... 463
  • B ... The Authors ... 465
  • ... Index ... 467