Real BI in SharePoint 2007 using XI 3.0. Jose Hernandez Dunn Solutions Group

Transcription

1 Real BI in SharePoint 2007 using XI 3.0 Jose Hernandez Dunn Solutions Group

2 Introduction and Agenda Key Points Importance of integrating BI with corporate portals How to deploy the SharePoint 2007 Portal Integration Kit How to use the SharePoint 2007 Portal Integration Kit Agenda Portals and Business Intelligence The XI 3.0 Portal Integration Kit (SharePoint 2007) Installation Configuration Demonstration Things to Keep In Mind Questions

3 Portals and Business Intelligence Why Portals Eliminate barriers to information Enable users of all skill levels One stop for all your information needs

4 Portals and Business Intelligence Executive Dashboard Dashboard with Drill Down Dashboard, drill down, ad-hoc query Dashboard, Custom Applications, Portals KPIs High level info High level info Why (one click away) Analyze why Powerful data access Get the job done Make business decisions Executives Senior Management Power Users End Users (Worker)

5 XI 3.0 Portal Integration Kit Two Steps + One Installing the Web Parts Configuring the Deployment Deploy on your SharePoint sites Install Web Parts Configure Deploy

6 Installing the Web Parts Part of the Intelligence Tier Enable report viewing Enable report distribution Business Objects and Crystal content Note After installation there are no new icons or short cuts added to Windows

7 Installing the Web Part Business Objects Architecture Client: web browser and rich clients Application: Java web application servers and tools Intelligence: system server processes Processing: data analysis and report generation Data: source repositories Client Application Processing Intelligence Data

8 Installing the Web Parts System Requirements Microsoft SharePoint Services OR Office SharePoint Portal Server Business Objects Enterprise XI.NET SDK (on SharePoint Server) Windows Server 2003 Business Objects Enterprise and Crystal Reports Note: Log onto SharePoint server with Admin privileges

9 Installing the Web Parts 5 Items Functional Document List Document View Crystal Report View Sample Sample 1 Sample 2

10 Installing the Web Parts Step 1: Install BOXIR2 SP2.Net SDK (on the SharePoint server)

11 Installing the Web Parts Step 2: Install SharePoint 2007 Portal Integration Kit

12 Installing the Web Parts ASPX Files..\Program Files\Common Files\Microsoft Shared\web server extensions\xx\template\layouts CrystalCalendar.aspx CrystalReport.aspx

13 Installing the Web Parts Template Configuration File c:\program Files\Common Files\Microsoft Shared\web server extensions\xx\config\webconfig.businessobjects.xml

14 Configuration Remember, PIK designed for XIR2 How does it work with XI 3.0?

15 Configuration Directory: C:\Inetpub\wwwroot\wss\VirtualDirectories\<port> File: web.config

16 Configuration Step 3: Making it work with XI 3.0 References to opendocument.jsp must be adjusted to point to the new location of the opendocument.jsp function Find web.config and replace references of: /businessobjects/enterprise115/desktoplaunch/opendoc with /OpenDucument/opendoc

17 Deploy Incorporating Web Parts Document List

18 Deploy Adding a Web Part Crystal Report Viewer Document List Document View

19 Deploy Document List Web Part

20 Demo Configuration SharePoint 2007 Virtual PC 1.2 Gigs RAM Portal Integration Kit Browser/Portal Virtual PC 2 Gigs RAM XI 3.0

21 Demonstration The Installation Process Using the SharePoint Web Parts Custom Integration

22 Things to Keep In Mind Single Sign On Only NT and AD (not supported for Enterprise or LDAP authentication) Must have blank passwords in BusObj Enterprise

23 Key Learning Points Portals that incorporate BI are much more powerful. Portal Integration Kit provides instead accessibility of BI content in your portal. Read the instructions carefully: prerequisites are really important. Business Objects SharePoint Web Parts: Document List, Document View, and Crystal Report View

24 Q&A Questions Jose Hernandez, Director of Business Intelligence Dunn Solutions Group I will repeat questions to ensure everyone can hear Contact information jose@dunnsolutions.com Visit us at booth XX

25 Thank you for participating Please remember to complete and return your evaluation form following this session.