SAP BusinessObjects Dashboard and Analytics Setup and Administration

Transcription

1 SAP BusinessObjects Dashboard and Analytics Setup and Administration SAP BusinessObjects Dashboard and Analytics XI 3.1 Service Pack 3 windows

2 Copyright 2010 SAP AG. All rights reserved.sap, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.all other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.these materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty

3 Contents Chapter 1 Dashboard and analytic applications 9 What is Dashboard Builder?...10 What is Performance Manager?...10 What is Predictive Analysis?...10 What is Process Analysis?...11 What is Set Analysis?...11 Chapter 2 Deployment of Dashboard and Analytics tools to your organization 13 Chapter 3 Performance Manager servers 17 Performance Manager server options...19 General parameters for Dashboard and Analytics applications...22 Server caching parameters...25 Dashboard and Analytics launch errors...26 Chapter 4 The Performance Manager repository 29 Overview of the Dashboard and Analytics deployment...30 The system tables stored in the repository...31 Creating the Performance Manager repository...32 Central Management Server authentication...35 Performance Manager repository migration...36 Performance Manager repository integrity and cleanup...37 SAP BusinessObjects Dashboard and Analytics Setup and Administration 3

4 Contents Chapter 5 Dashboard and Analytics system users 43 Chapter 6 Metric universes 47 About metric universes...48 Building metric universes...49 Making metric universes available to Dashboard and Analytics users...49 Defining connections for universes...49 Updating a universe in Dashboard and Analytics Setup...50 Object metadata in universes...52 Viewing universe measures and dimensions...52 External metric refresh...54 Configuring an external metric refresh...55 Chapter 7 Sliced metric dimensions 57 What are dimensions and sliced metrics?...58 Access restrictions on sliced metrics...58 Where are dimensions defined?...59 Sliced metrics...67 Chapter 8 Analytics calendars 69 Calendar properties...70 Calendar granularity...71 Moving averages in calendars...77 Moving averages explained...78 Difference calculations in calendars...83 What is differencing?...83 Rollups in calendars...86 Rollup calculations SAP BusinessObjects Dashboard and Analytics Setup and Administration

5 Contents Chapter 9 Rules templates 89 About rules and rules templates...90 Rule components...90 Rules templates...91 What makes up a rules template?...92 Creating and editing rules templates...93 Chapter 10 Universe value list templates 97 Chapter 11 Application activity tracing 103 Chapter 12 Individual Profiler portrait properties 107 Chapter 13 Analytic Template Publisher 111 Installing the XCTemplateUploader.war File Deploying the Crystal Xcelsius templates Publishing a new Crystal Xcelsius template Publishing a Crystal Xcelsius template archive Downloading a Crystal Xcelsius template Working with the template properties file Data sources accepted by the Crystal Xcelsius data model Modifying the XLF file after the template has been published Modifying the XLS file after the template has been published Chapter 14 Process Analysis control charts setup 121 Control chart samplings Specifying samplings for control charts Control chart filters SAP BusinessObjects Dashboard and Analytics Setup and Administration 5

6 Contents Control chart alarms Chapter 15 Terms and concepts 129 Aggregation functions What is arithmetic mean? Average functions Count functions What is geometric mean? What is harmonic mean? What is a median? What is maximum? What is minimum? What is population kurtosis? What is population skew? What is population standard deviation? What is population variance? What is sample kurtosis? What is sample skew? What is sample standard deviation? What is sample variance? What is sum? What is sum distinct? What is an analytic? What is binning? What is a control chart? What is differencing? What is a dimension? What is a grain? What is a metric? Moving averages explained What is the moving average? SAP BusinessObjects Dashboard and Analytics Setup and Administration

7 Contents Moving average transformations What is single exponential smoothing? What is a sliced metric? What is a variable? Appendix A More Information 145 Index 149 SAP BusinessObjects Dashboard and Analytics Setup and Administration 7

8 Contents 8 SAP BusinessObjects Dashboard and Analytics Setup and Administration

9 Dashboard and analytic applications 1

10 Dashboard and analytic applications 1 What is Dashboard Builder? BusinessObjects Dashboard and Analytics connects goals, metrics, and people in order to drive improved management, analysis, and action across the organization. Metrics offer up-to-the-minute snapshots of your key process indicators (KPIs) and tracking goals allows you to monitor day-to-day activity results. Business Objects offers the following tools to help you mine your data for trends: Dashboard Builder Performance Manager Set Analysis Predictive Analysis Process Analysis What is Dashboard Builder? Dashboard Builder is a BusinessObjects Dashboard and Analytics application that helps you manage and track your company's performance using analytics and dashboards, as well as schedule the refresh of metrics, sets, control charts, Predictive models and analytics. What is Performance Manager? BusinessObjects Performance Manager helps organizations align actions with strategy. Through setting goals and tracking performance in scorecards, people can focus their efforts, collaborate with others, and follow recommended actions to improve organizational performance. What is Predictive Analysis? BusinessObjects Predictive Analysis quickly uncovers key business drivers from your data and forecasts future business conditions. It helps people make proactive decisions more easily by providing insights via easy-to-use dashboards across the organization. 10 SAP BusinessObjects Dashboard and Analytics Setup and Administration

11 Dashboard and analytic applications What is Process Analysis? 1 What is Process Analysis? BusinessObjects Process Analysis can be used for several purposes. It helps you automate the mechanics of quality control. It enables organizations to support quality improvement initiatives by automatically tracking quality variables throughout the enterprise. It helps uncover specific business processes where there is variation and identify opportunities for improvement, by providing powerful web-based quality management and automated control charts and alarms. What is Set Analysis? BusinessObjects Set Analysis helps organizations define, track and analyze segments that drive the success of business activities. SAP BusinessObjects Dashboard and Analytics Setup and Administration 11

12 Dashboard and analytic applications 1 What is Set Analysis? 12 SAP BusinessObjects Dashboard and Analytics Setup and Administration

13 Deployment of Dashboard and Analytics tools to your organization 2

14 2 Deployment of Dashboard and Analytics tools to your organization Before users in your organization can start working with Dashboard and Analytics applications, you need to do the following tasks. Mandatory tasks Create the Performance Manager repository. The Performance Manager repository stores the metrics, goals and calendars leveraged across your deployment. Define the system users. System user accounts initialize the Dashboard and Analytics servers and enable the Dashboard and Analytics application engines. Connect to a universe. Universes provide the semantic layer that maps familiar business terms to your corporate data sources. Note: Users can also define metrics manually. To find out how to do this, see the Performance Manager documentation. Define calendars. The calendar time periods you define are used to build the aggregated measure results for metrics over time. This allows users to perform time-series analysis on KPIs. You can create standard calendars or import custom calendars adapted to your business processes. Optional tasks For more powerful analysis, you can also: Associate users to dimensions. Create associations to allow users to analyze sliced metrics, where the value for the metric is broken down by the values on a dimension, and lets you secure dimensions by granting access to slices to users, so that specific users can only see results for certain slices. For example, you could select the [Sales] metric and slice it by the [Region] dimension in order to analyze sales per region. You could then secure the [Region] dimension so that users working in a specific regional sales office could only see sales results for their region. 14 SAP BusinessObjects Dashboard and Analytics Setup and Administration

15 Deployment of Dashboard and Analytics tools to your organization 2 Apply statistical calculations such as moving average, difference, or rollup to selected calendars. You use statistical calculations for smoothing and aggregating time-series. For more information, see the chapter in the documentation about Performance Manager calendars. Related Topics Overview of the Dashboard and Analytics deployment Moving averages in calendars Rollups in calendars The Performance Manager repository Dashboard and Analytics system users Metric universes Analytics calendars Sliced metric dimensions SAP BusinessObjects Dashboard and Analytics Setup and Administration 15

16 2 Deployment of Dashboard and Analytics tools to your organization 16 SAP BusinessObjects Dashboard and Analytics Setup and Administration

17 Performance Manager servers 3

18 Performance Manager servers 3 Performance Manager server options The following table provides a description of each Performance Manager server: Server name Service Description AADashboard Dashboard engine Renders dashboards created in Dashboard Builder. AAAnalytics Analytics server Renders the analytics by querying the metrics metadata and then generating the desired visualization in the format of the selected analytic. AAMetrics Metrics engine Works like an ETL tool to extract each metric value, aggregate it, and then load it into the metadata layer on the Performance Manager repository. AAIProfiler Individual Profiler engine Used by the Individual Profiler analytic. AARepomgt Repository manager Manages the Performance Manager repository including user security and privileges, updates to the system parameters, and writing new metrics and rules back to the repository. AARules Rules engine Evaluates conditions placed against metrics, goals, sets and then outputs sending events to other components AAQueryManager Set Analysis query manager Performs Set Analysis queries and builds and processes sets. 18 SAP BusinessObjects Dashboard and Analytics Setup and Administration

19 Performance Manager servers Performance Manager server options 3 Server name Service Description AASPC SPC engine Used by Process Analysis. Note: The SPC alerts are actioned upon and handled by AARules PAServer Predictive Analysis mining engine Used by Predictive Analysis. For more information, see the Predictive Analysis documentation. Related Topics Individual Profiler portrait properties Performance Manager server options In Dashboard and Analytics Setup > Parameters > Options, set the following options: Mail Parameters These parameters contain details of the Dashboard and Analytics SMTP server, port number, and address used to send automated s for alerts, rules, and generated lists. Web Parameters These parameters contain details of the web server including the port number, host name, and the login URL. General Parameters These parameters contain details of date and number formats applied across Dashboard and Analytics applications, SQL query optimization parameters, Individual Profiler query limits, and the frequency for information on external events stored in the Central Management Server to be written to the Performance Manager repository. Scheduler Parameters SAP BusinessObjects Dashboard and Analytics Setup and Administration 19

20 Performance Manager servers 3 Performance Manager server options These parameters contain details of the directory used to cache scheduler processes and the user account associated with those processes. Database Parameters These parameters contain details of the minimum number of database connections you wished to be kept open for a specific Dashboard and Analytics engine. Setting mail parameters for Dashboard and Analytics applications You need to specify mail parameters so that users can use the features within Dashboard and Analytics applications. For example, users can build rules, alerts, and lists that generate s and have the ability to some of the analytics. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Mail Parameters" section, configure the following parameters: "Outgoing SMTP server" Type the name of the Dashboard and Analytics server from which automated s, such as alerts and lists, are sent. "SMTP Port Number" Enter the port number of the SMTP (Simple Mail Transfer Protocol) server. "From Address" Type the address of the SMTP server that appears in the "From" field in messages. "Reply to Address" Type the address to which automatic replies are sent. This is usually the same as the "From Address". 3. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server. 20 SAP BusinessObjects Dashboard and Analytics Setup and Administration

21 Performance Manager servers Performance Manager server options 3 Specifying web parameters for Dashboard and Analytics applications By default, the web server used for Dashboard and Analytics applications is the same server on which Dashboard and Analytics is installed. The "Web Parameters" options allow you to specify a remote web server. If you performed a custom installation and defined a custom URL for end users to use to access the InfoView login page, then you need to type the custom URL you defined here. Note: For information on performing a custom installation, see the SAP BusinessObjects Enterprise installation guide available at: nessobjects.com/documentation. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Web Parameters" section, configure the following parameters: "Web server host name" Type the name of the web server that host Dashboard and Analytics applications. "Web server port number" Enter the port number of the host web server. "Performance Manager URL" Type the URL that end users use in their web browser to launch the InfoView home page. 3. If you want to process XLS transformations on the client machines used by end users across your deployment, activate Push XLS transformations to the client. You can opt to process the XSL transformations, for example for SVG format analytics, to the client instead of processing them on the server. This helps lighten the load on the server, by passing the cost of the transformation onto the client. Note: We recommend that you compare performance of processing the XLS transformations on the client against processing the XLS transformations SAP BusinessObjects Dashboard and Analytics Setup and Administration 21

22 Performance Manager servers 3 Performance Manager server options on the server, in order to make the best decision for your deployment. The optimum choice can differ depending on the client machines used on your deployment and the number of concurrent users taxing the server. 4. Click Apply. Any modifications you made are applied the next time you restart the Performance Manager server. General parameters for Dashboard and Analytics applications The "General Parameters" options allow you to: specify settings for number and date formats displayed on dashboards optimize SQL query processing limit the size of Individual Profiler queries specify how often the data for external events stored on the Central Management Console (CMC) is sent to the Performance Manager repository. Note: External events defined on the CMC are used in Performance Manager rules or alerts to trigger specific actions. For information about including external events on the CMC, see the BusinessObjects Enterprise administration documentation. Related Topics Specifying general parameters in Dashboard and Analytics Setup Specifying general parameters in Dashboard and Analytics Setup 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "General Parameters" section, configure the following parameters: "Number Format" Select a number format for analytics and dashboards. "Date Format" 22 SAP BusinessObjects Dashboard and Analytics Setup and Administration

23 Performance Manager servers Performance Manager server options 3 Select the date format for analytics and dashboards. "Maximum Number of Columns for Optimized SQL" Select a number to apply to SQL queries for analytics and documents. The option allows Dashboard and Analytics to group SQL from columns in the same table, for the number of columns you specify, and so optimizes the calculation process. "Individual Profiler Maximum Query Size" Select the limit for the maximum number of rows returned for an Individual Profiler query. "BusinessObjects Enterprise Events Polling Time" Select the amount of time between two polling events, measured in seconds. The option specifies how often Dashboard and Analytics checks for an event on the Events server in the CMC, and therefore ensures that any new external events on the CMC are written to the Performance Manager repository for use in rules and alerts. 3. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server. Related Topics Individual Profiler portrait properties Specifying scheduler parameters for Dashboard and Analytics applications If their security profile allows, end users can schedule Dashboard and Analytics tasks, such as refreshing metrics. As an administrator, you can specify the location of the directory used to cache scheduler processes and specify the user account associated with the processes. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Scheduler Parameters" section, type the appropriate information in the following text boxes: "Scheduler working directory" SAP BusinessObjects Dashboard and Analytics Setup and Administration 23

24 Performance Manager servers 3 Performance Manager server options The directory path that appears in the text box comes from information provided at installation. "Scheduled programs will run under this user account" The user name and password used should be for machine on which you installed the Dashboard and Analytics applications. Note: If you change the parameters, any existing schedules become incorrect. To update the definition of existing schedules to the new schedule parameters, run the "Scheduled Programs""Check & Cleanup" tool at Dashboard and Analytics Setup > Tools > Check Integrity and Cleanup. 3. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server. Specifying database parameters for Dashboard and Analytics applications The "Database Parameters" allow you to specify the minimum number of database connections kept open for a specific Dashboard and Analytics engine. This optimizes performance. 1. Go to Dashboard and Analytics Setup > Parameters > Options. 2. In the "Database Parameters" section, click the drop-down arrow in the text box on the right. The list of Dashboard and Analytics engines appears. 3. Select the engine for which you want to specify the minimum number of open database connections: Analytics The Analytics server renders the analytics by querying the metrics metadata and then generating the desired visualization in the format of the selected analytic. Repository Management 24 SAP BusinessObjects Dashboard and Analytics Setup and Administration

25 Performance Manager servers Performance Manager server options 3 The repository manager manages the Performance Manager repository including user security and privileges, updates to the system parameters, and writing new metrics and rules back to the repository. Process Analysis Engine Process Analysys uses this engine. Metrics Engine The metrics engine works like an ETL tool to extract each metric value, aggregate it, and then load it into the metadata layer on the Performance Manager repository. Mining Engine Predictive Analysis uses this engine. Rules Engine The rules engine evaluates conditions placed against metrics, goals, sets and then outputs sending events to other components. Query Manager The query manager performs Set Analysis queries and builds and processes sets. Profiler The Individual Profiler uses this engine. 4. Enter the number of connections you want open concurrently for the selected engine into the "Minimum Number of Database Connections Kept Open" text box. 5. Click Apply. Any modifications you made are applied the next time you restart the Dashboard and Analytics server. Server caching parameters The cache refresh period settings determine how often Dashboard and Analytics refreshes the server caches with the latest values on the Performance Manager repository and the Central Management Server (CMS). In multi-node deployments, it is important to set the cache refresh and SAP BusinessObjects Dashboard and Analytics Setup and Administration 25

26 Performance Manager servers 3 Dashboard and Analytics launch errors clean-up periods to ensure that the Dashboard and Analytics servers across your deployment reflect the same definitions of metrics and analytics to end users. Cache refresh and clean-up settings You can specify the following cache refresh periods and clean-up periods: "Metadata Cache Refresh Period" used to cache metrics, goals, and sets. For example, you look at a speedometer the values displayed come from this cache. "App Designer Cache Refresh Period" used to cache the XML definition of dashboards "Server Session Cache Clean-up Period" used to cache session information "Corporate Dashboard Cache Refresh Period" used to cache corporate dashboards Modifying a cache refresh or clean-up period 1. Go to Dashboard and Analytics Setup > Parameters > Caching. 2. In the text box next to the option you want to modify, type the number of minutes you want to set as the frequency for the cache refresh or clean-up. 3. Click Apply. The settings are applied immediately. Dashboard and Analytics launch errors If you launch Dashboard and Analytics and an error message appears that says that you cannot connect to Dashboard and Analytics, it is for one of the following reasons: Some of the Dashboard and Analytics servers are stopped or disabled. The Initialization User that creates the Dashboard and Analytics server proxies was defined inconsistently in the Central Management Server, InfoView, and the InitConfig.properties file. 26 SAP BusinessObjects Dashboard and Analytics Setup and Administration

27 Performance Manager servers Dashboard and Analytics launch errors 3 Verifying the Dashboard and Analytics servers 1. Log into the Central Management Console (CMC), and then click Servers. 2. Verify that all the Dashboard and Analytics servers are started. 3. If a server is not running, select the check box next to the server name, and then click Start. 4. Make sure that all servers are enabled. If a server is not enabled, select the check box next to the server name, and then click Enable. Related Topics Performance Manager servers Verifying the Initialization User 1. On the Dashboard and Analytics server, open the InitConfig.properties file and verify that the Initialization user name and password match those in the Central Management Server (CMS). The InitConfig.properties file is located in the following location: [Install Directory]\Program Files\Business Objects\Performance Management 12.0 The strings to search for are: initialization.user= initialization.password= 2. Log into InfoView, and then click the "Preferences" button on the InfoView toolbar. 3. In the "Dashboard and Analytics" tab, check the name of the initialization logon user in the "Change initialization logon user" section is the same as that specified in the InitConfig.properties file. 4. Log into the Log into the Central Management Console (CMC), and then click Users. 5. Check that the user defined in the InitConfig.properties is listed among the users. SAP BusinessObjects Dashboard and Analytics Setup and Administration 27

28 Performance Manager servers 3 Dashboard and Analytics launch errors 6. From the CMC home page, click Settings > Rights and check that the initialization user has the appropriate rights. Note: For security reasons, it is recommended that you do not provide a real user ID for the initialization user. The default user ID is PMUser. 7. In the Central Configuration Manager, restart all of the servers. Note: If you are using Dashboard and Analytics from a client machine, restart the client machine. 28 SAP BusinessObjects Dashboard and Analytics Setup and Administration

29 The Performance Manager repository 4

30 The Performance Manager repository 4 Overview of the Dashboard and Analytics deployment The Performance Manager repository is organized as follows: Performance Manager tables store the calendars, metrics, rules, goals and target values used by Performance Manager. Set Analysis tables store the sets for the segmentation engine used by Set Analysis. Note: If this is the first time you have installed Dashboard and Analytics, you need to create the Performance Manager repository before users can start to work with Dashboard and Analytics applications. Related Topics Creating the Performance Manager repository Overview of the Dashboard and Analytics deployment A Dashboard and Analytics deployment includes two repositories: The Central Management Server (CMS) database stores user security information, documents, dashboards, analytics, performance models, schedules and the semantic layer that maps to your corporate data sources (for example metric universes and business views). The Performance Manager repository stores the metrics, calendars, goals, and sets specific to Dashboard and Analytics. 30 SAP BusinessObjects Dashboard and Analytics Setup and Administration

31 The Performance Manager repository Overview of the Dashboard and Analytics deployment 4 Note: In previous Dashboard and Analytics versions, the Performance Manager repository was called the Performance Management repository and the Application Foundation repository (or AF Repo). In Application Foundation 6.x versions and earlier, the equivalent to the CMS was the BusinessObjects repository. The system tables stored in the repository The Performance Manager repository stores information used in various groups of tables used by different Dashboard and Analytics applications: Tables with the ci_ prefix store the metrics, rules, calendars used by Performance Manager, for example, the ci_probe_value. Note: Each time users refresh a metric in Performance Manager, the data is retrieved from the universe or manual metrics data source, calculates the values according to the calendar period you defined, and writes those values to the Performance Manager repository. Tables with the ipm_ prefix store the metadata related to publishing, next actions, and strategy builder used by Performance Manager. For example: ipm_analytic Tables with the set_ prefix store sets used in Set Analysis. For example: set_sig_field SAP BusinessObjects Dashboard and Analytics Setup and Administration 31

32 The Performance Manager repository 4 Creating the Performance Manager repository Creating the Performance Manager repository When you install Dashboard and Analytics, you need to: create a connection to the target database you selected for the Performance Manager repository. deploy the system tables to the Performance Manager repository so that users can start to use Dashboard and Analytics applications. Note: The Total Electronics demo database is designed to accompany the sample dashboards shipped with the Dashboard and Analytics applications. We recommend that you do not use this demo database as the basis of your corporate Performance Manager repository. verify the options, such as encoding, applied to the new Performance Manager repository. Note: To create the Performance Manager repository, and to make any modifications in "Dashboard and Analytics Setup", you need to be logged into InfoView as an administrator. Creating a connection for the Performance Manager repository If this is the first time you have installed the Dashboard and Analytics applications, you need to create a connection to the database on which you want to store the Performance Manager repository. You do this using Designer. 1. Launch Designer. 2. In the "Connections" list, select Tools > Connections, then click Add. 3. Follow the instructions in the "New Connection Wizard". For full information, consult the Designer documentation about working with connections. 4. Verify the connection to the Performance Manager repository. 32 SAP BusinessObjects Dashboard and Analytics Setup and Administration

33 The Performance Manager repository Creating the Performance Manager repository 4 Related Topics Performance Manager repository migration Verifying the connection to the Performance Manager repository Verifying the connection to the Performance Manager repository Note: If this is the first time you have installed Dashboard and Analytics, you need to create a connection to the Performance Manager repository. 1. Go to Dashboard and Analytics Setup > System Setup > Repository. 2. In the "Repository Information display" section, click Check. If there is a problem with the connection, an error message provides details. Related Topics Creating a connection for the Performance Manager repository Deploying the system tables using Dashboard and Analytics setup You need a connection to the target database before you can deploy the system tables. To deploy the system tables to the target database you have chosen as the Performance Manager repository: 1. Go to Dashboard and Analytics Setup > System Setup > Repository > Repository Information. 2. Click the drop-down arrow next to connection name. 3. Select the target database from the drop-down list. The "System Tables Management" display section advises you whether the system tables have been installed or not. If an earlier version of the product has been installed, the module detects it and suggests an upgrade. To upgrade the repository, click Upgrade. SAP BusinessObjects Dashboard and Analytics Setup and Administration 33

34 The Performance Manager repository 4 Creating the Performance Manager repository 4. The repository creation script runs. 5. Do one of the following: To deploy the tables now to Dashboard and Analytics, click OK. To deploy the system tables via an external application, click Select All, and then copy and paste the script into the external application. 6. Log off InfoView, and then restart all servers using the Central Configuration Manager (CCM). Related Topics Creating a connection for the Performance Manager repository Verifying the options applied to the Performance Manager repository The repository options let you specify settings optimized for the type of database you are using for the Performance Manager repository. You can view the options applied to the repository and change the options if necessary. 1. Go to Dashboard and Analytics Setup > System Setup > Repository and click View Options. The selected encoding appears in the "Encoding" box. Encoding can be set while defining the connection to the repository or during the repository creation. Note: By default, the encoding for Dashboard and Analytics is Unicode (UTF-8). For encoding other than Unicode (UTF-8), the database and the processes go through a convertor, so performance is slower. 2. To change the encoding, click the arrow next to the "Encoding" box, and select the appropriate encoding from the list. Note: For certain databases, the following advanced options are activated and allow you to customize the repository environment: Tablespace Index Post Script Numeric Keys Precision 34 SAP BusinessObjects Dashboard and Analytics Setup and Administration

35 The Performance Manager repository Central Management Server authentication 4 Use Long Integer Fields Related Topics Creating a connection for the Performance Manager repository Creating the Performance Manager repository Central Management Server authentication Access to the features in Dashboard and Analytics Setup is authenticated against the Central Management Server (CMS). The CMS controls security, such as which users or groups have access to which dashboards. There are several types of authentication for BusinessObjects Enterprise and Dashboard and Analytics: "Enterprise" the system default authentication. This is recommended if you prefer to create distinct accounts and groups for use with BusinessObjects Enterprise, or if you have not already set up a hierarchy of users and groups in a Windows NT user database, an LDAP directory server, or a Windows AD server. "LDAP" Lightweight Directory Access Protocol. This is recommended if you want to integrate Dashboard and Analytics authentication with a single list of authorized users and passwords for your enterprise web, , and file-sharing servers. "Windows NT" or "Windows AD" You can also use Windows NT authentication (for Microsoft Windows NT) or Windows AD authentication (for Windows 2000). You can verify the CMS authentication and change the authentication, if you wish. You can also point your Dashboard and Analytics server to a different CMS. This is particularly useful if your deployment includes multiple CMS databases used for different environments. For example, you may have one CMS for your development environment and another CMS for your production environment. SAP BusinessObjects Dashboard and Analytics Setup and Administration 35

36 The Performance Manager repository 4 Performance Manager repository migration Note: For information on how to setup CMS authentication, refer to the SAP BusinessObjects Enterprise administrator's guide available at: To modify parameters in Dashboard and Analytics Setup you need to be logged into InfoView as an administrator. Verifying or changing the Central Management Server authentication 1. Go to Dashboard and Analytics Setup > System Setup > Repository. The name of the web server where the Central Management Server (CMS) is installed appears by default in the "CMS Name" box. 2. If you want to redirect to another CMS, type the name of the CMS using the following syntax: <server_name>.<server_domain> For example: myserver.marketing.mycompany.com The authentication appears in the "Authentication" box. 3. If you want to select a different authentication, click the arrow next to the "Authentication" box and select the type of authentication you want from the list. Performance Manager repository migration You can migrate the Performance Manager repository from a different environment or from a previous version. The following table tells you which white paper or guide provides information on each of the possible migration paths: 36 SAP BusinessObjects Dashboard and Analytics Setup and Administration

37 The Performance Manager repository Performance Manager repository integrity and cleanup 4 Migration path Documentation a test environment to a production environment SAP BusinessObjects Enterprise administrator documents Application Foundation 6.5.x to Performance Management XI R2 and higher SAP BusinessObjects Enterprise migration guides Performance Management XI to Performance Management XI R2 and higher SAP BusinessObjects Enterprise installation guides Tip: All documentation is in Adobe PDF format and available at: nessobjects.com/documentation. Performance Manager repository integrity and cleanup In Dashboard and Analytics Setup > Tools the "Check Integrity and Cleanup" section allow you to perform an integrity check on the following information stored in the Performance Manager repository: Universes The metric universes stored on the Performance Manager repository. Rules The rules set up using Performance Manager. Metrics The metrics defined using Performance Manager. Alerts alerts (triggered by events) created using Performance Manager. SAP BusinessObjects Dashboard and Analytics Setup and Administration 37

38 The Performance Manager repository 4 Performance Manager repository integrity and cleanup Users User accounts already defined in the system. Note: You cannot remove users while they are logged into "Dashboard and Analytics". Predictive Analysis The populations, variables, binnings, models, and advanced metrics defined using Predictive Analysis. Scheduled Programs "Scheduled Programs" allows you to update the scheduling parameters for a pre-existing scheduled program to match those currently specified in Dashboard and Analytics Setup > Parameters > Options > Scheduler Parameters. These tools help you to remove faulty or redundant data from the Performance Manager repository. Note: Erasing any of the entries physically removes them from the Performance Manager repository database. Checking system universe integrity in the Performance Manager setup Checking the integrity of the metric universes enables you to ensure that the universes used to define Dashboard and Analytics metrics work correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check Integrity" section, click Universe. The "Check Integrity" window appears. Any universes that contain errors are flagged here. 3. To find out more information about an error, click the universe. The errors are detailed in the "Check Details" section. 38 SAP BusinessObjects Dashboard and Analytics Setup and Administration

39 The Performance Manager repository Performance Manager repository integrity and cleanup 4 For information about resolving errors in universes, refer to the Designer documentation available at Checking the integrity of Performance Manager rules Checking rules allows you to ensure that any rules based on events, created by Dashboard and Analytics users, function correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Rules. Any rules that include errors are listed. You can delete rules here or modify rules in Performance Manager. 3. To delete a rule, select the rule you want to delete and click Erase. Note: To modify a rule, exit Dashboard and Analytics Setup, open Performance Manager and in the "Rules" tab, select the rule and click Edit. See the Performance Manager documentation for information on editing rules. Checking the integrity of Performance Manager metrics Checking metrics allows you ensure that the metrics created and analyzed by Dashboard and Analytics users function correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Metrics. The "Check & Cleanup Metrics" window appears. Any metrics that contain errors are flagged here. 3. To find out more information about an error, click the metric. The errors are detailed in the "Check Details" section. 4. To delete a metric, select the metric you want to delete and click Erase. SAP BusinessObjects Dashboard and Analytics Setup and Administration 39

40 The Performance Manager repository 4 Performance Manager repository integrity and cleanup Checking the integrity of Performance Manager alerts Checking alerts allows you to ensure any alerts created by Performance Manager users function correctly. 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Alerts. The "Check & Cleanup Alerts" window appears. Any alerts that contain errors are flagged here. 3. To find out more information about an error click the alert. The errors are detailed in the "Check Details" section. 4. To delete an alert, select the alert you want to delete and click Erase. Checking the integrity of Performance Manager users Checking users allows you to remove user accounts that fail the integrity test from the Central Management Server (CMS). 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Users. The "Check & Cleanup Users" window appears. Any user profiles that contain errors are flagged here. 3. To find out more information about an error click the user name. The errors are detailed in the "Check Details" section. 4. To delete a user, select the user you want to delete and click Erase. Note: You cannot delete users who are currently logged into Dashboard and Analytics. Checking the integrity of Predictive Analysis objects You can check the integrity of the populations, variables, binnings, models, and advanced metrics defined using Predictive Analysis. 40 SAP BusinessObjects Dashboard and Analytics Setup and Administration

41 The Performance Manager repository Performance Manager repository integrity and cleanup 4 1. Go to Dashboard and Analytics Setup > Tools. 2. In the "Check & Cleanup" section, click Predictive Analysis. The "Check & Cleanup Predictive Analysis" window appears. 3. Click the drop down arrow next to the list box at the top of the window, then select the subject area for which you want to make the integrity check. Any populations, variables, binnings, models or advanced metrics that include errors are listed and more information about each error is provided in the "Check Details" section. 4. To delete a service, select the Predictive Analysis service you want to delete and click Erase. Note: You cannot delete users who are currently logged into InfoView. Checking the integrity of parameters for a scheduled program in Dashboard and Analytics Setup The scheduling parameters integrity check verifies: the user name and password specified as the user account for scheduled programs. By default, it is the user account for the operating system on which Dashboard and Analytics is installed (for example, the NT user account). the working directory in which the scheduled programs are run. Note: The schedule parameters can be modified in Dashboard and Analytics Setup > Parameters > Options > Scheduler Parameters. It is recommended you check the parameter integrity whenever the Scheduler Parameters are modified, so that any existing scheduled programs are updated to match the new parameters. Some typical situations that cause errors to occur include: the scheduled account user password changes for security purposes. the scheduling program working directory changes from one drive to another to suit disk capacity needs. SAP BusinessObjects Dashboard and Analytics Setup and Administration 41

42 The Performance Manager repository 4 Performance Manager repository integrity and cleanup the system is migrated to a new environment, and so the scheduling parameters need to be updated. 1. Go to Dashboard and Analytics Setup > Tools > Check & Cleanup. 2. Click Scheduled Programs. The "Check & Cleanup Scheduled Programs" window appears, displaying the current scheduling user name and working directory, as well as a list of all the currently existing scheduled programs that do not having matching parameters. For each inconsistency, the tool lists the task id, description, username, whether the password matches, working directory, start date, end date, and period type. 3. To update the parameters of a schedule to the current scheduling parameters, select the schedule you want to update and then click Fix. To update all the schedules with erroneous parameters, you can click Select All, then Fix. 42 SAP BusinessObjects Dashboard and Analytics Setup and Administration

43 Dashboard and Analytics system users 5

44 Dashboard and Analytics system users 5 Defining a Dashboard and Analytics system user Before users in your organization can use Dashboard and Analytics applications, you need to specify system users in "Dashboard and Analytics Setup". These users initialize the Dashboard and Analytics servers and enable the engines for Performance Manager and Set Analysis. Note: To modify the users defined in Dashboard and Analytics Setup, you need to be logged into InfoView as an administrator. Defining a Dashboard and Analytics system user Specifying a Dashboard and Analytics system user enables the Performance Manager engine, which end users need for goals. Note: The system user must have Administrator rights specified in the Central Management Console (CMC). For information on how to set security rights for Dashboard and Analytics, see the BusinessObjects Enterprise administrator documentation. 1. Go to Dashboard and Analytics Setup > System Setup > System User. 2. In the "System User" section, type Administrator in the "User Name" text box. 3. In the "Password" box, type the password. By default, there is no password for Administrator. It is strongly recommended that you define a password for the Administrator user. See the BusinessObjects Enterprise administrator documentation for information on passwords. 4. To verify that the CMC recognizes the user as a user with administrator rights, click Check. Note: If an enterprise authentication error appears, the user name you entered does not have Administrator rights allocated to it in the CMC. You need to either launch the CMC and modify the security profile of the user, or enter a different user name that already has administrator rights in the CMC. 44 SAP BusinessObjects Dashboard and Analytics Setup and Administration

45 Dashboard and Analytics system users Defining a Dashboard and Analytics Set Analysis guest user 5 5. To save the new user, click Apply. Defining a Dashboard and Analytics Set Analysis guest user Typically, only a small number of users in a deployment create sets. Most users use existing sets to build metrics when they use Performance Manager. Specifying a Set Analysis guest user enables all valid Dashboard and Analytics users to use sets. End users who do not have a profile to create sets automatically borrow the Set Analysis guest user profile when they open Dashboard and Analytics. The guest user allows users to visualize sets for metric creation and analysis. Note: Before you can define the Set Analysis guest user, you need to set a user in the Central Management Server (CMS) that has all of the Set Analysis features enabled. You create the user in the CMS in the Central Management Console. For information on how to do this, refer to the BusinessObjects Enterprise administrator documentation. You need to then create the same user in Set Architect, the Windows setup application designed for Set Analysis. For information on how to set up the Set Analysis guest user in Architect, refer to the Set Architect online help. 1. Verify that the Set Analysis guest user exists on the CMS and has all the Set Analysis features enabled. 2. Verify that the same Set Analysis guest user is defined in Architect. 3. Go to Dashboard and Analytics Setup > System Setup > System User. 4. In the "Set Analyzer Guest User" section, type the guest user name in the "User Name" text box. Note: The Set Analysis guest user you type here must also be set up as a guest user in Architect. 5. To verify that the user is a known user, click Check. SAP BusinessObjects Dashboard and Analytics Setup and Administration 45

46 Dashboard and Analytics system users 5 Defining a Dashboard and Analytics Initialization user Note: If an enterprise authentication error appears, the user name you entered is not registered as a guest user in Set Architect. If this is the case, you need to launch Architect and create a guest user. 6. To save the new user, click Apply. Defining a Dashboard and Analytics Initialization user Specifying the Initialization User allows Dashboard and Analytics to initialize the Dashboard and Analytics servers and create the proxies in the server cache. Note: For security reasons, it is recommended that you do not allocate Administrator rights to the Initialization user and that you do not re-use a real user profile. The default user ID is PMUser, defined as a member of the Everyone user group. 1. Go to Dashboard and Analytics Setup > System Setup > System User. 2. In the "Initialization User" section, type in a valid user in the User Name text box. 3. In the "Password" box, type the password. 4. To verify that the user is recognized by the Central Management Server (CMS) as a user with Dashboard and Analytics rights, click Check. Note: If an enterprise authentication error appears, this means that the user name you entered does not exist in the CMS. If this is the case, you need to launch the Central Management Console, create the user, and assign that user Everyone rights. You can then return to step 1, above. 5. To save the new user, click Apply. 46 SAP BusinessObjects Dashboard and Analytics Setup and Administration