Bo Xi SharePointPortalIntegrationKit INTERNAL FAQ

BusinessObjects XI
One Stop Shop for BusinessObjects SharePoint Portal Integration

Kit by Harpreet Brar INTERNAL USE ONLY
Contents
HOW TO USE THIS GUIDE .............................................................................. 3
Who should read this guide?........................................................................3
INTRODUCTION TO PORTAL, SHAREPOINT AND SHAREPOINT SERVERS ......... 3
What is a Portal? .........................................................................................3
What is a Webpart? .....................................................................................5
Overview of SharePoint...............................................................................5
Quick Launch bar............................................................................................ 6
Announcements .............................................................................................. 6
Events ............................................................................................................... 7
Links ................................................................................................................. 7
Advantages of SharePoint............................................................................7
Different SharePoint Servers.......................................................................7
INTRODUCTION TO PORTAL INTEGRATION KIT ............................................... 8

What is a Portal Integration Kit? ................................................................8
Available BusinessObjects Portal Integration Kits for SharePoint .............9
ARCHITECTURE OF SHAREPOINT PORTAL INTEGRATION KIT ....................... 10
Various Deployment Scenarios..................................................................11
PORTAL INTEGRATION KIT FOR SHAREPOINT PORTAL SERVER
2003/SHAREPOINT SERVICES 2.0 ............................................................. 12
Pre-requisites for Installation ....................................................................12
Installing Windows SharePoint Services 2.0.............................................12
Installing SharePoint Portal Server 2003..................................................21
Installing SharePoint PIK on WSS 2.0 or MS SharePoint Portal Server
2003 ...........................................................................................................32
Configuring SharePoint PIK on WSS 2.0 or MS SharePoint Portal Server
2003 ...........................................................................................................39
PORTAL INTEGRATION KIT FOR SHAREPOINT PORTAL SERVER 2007 .......... 40
Pre-requisites for Installation ....................................................................40
Installing SharePoint Portal Server 2007.................................................... 40
Installing SharePoint PIK .........................................................................47

Configuring SharePoint PIK after the install............................................63
FEATURES OF SHAREPOINT PIK................................................................ 71
Features of CE10 SharePoint PIK .............................................................71
Features of XI R1 SharePoint PIK.............................................................72
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Copyright 2008 Business Objects. All rights reserved.
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One Stop Shop for BusinessObjects SharePoint Portal Integration Kit
Features of XI R2 SharePoint PIK.............................................................72

TROUBLESHOOTING SHAREPOINT PORTAL INTEGRATION KIT ..................... 83
Installation issues ......................................................................................83
Login issues ...............................................................................................83
Report viewing issues ................................................................................84
Best practices for troubleshooting ..............................................................84
ADDITIONAL RESOURCES ........................................................................... 84
Installation guide for SharePoint Portal Integration Kits .........................85
Administrators guide for SharePoint Portal Integration Kits..................85
Users guide for SharePoint Portal Integration Kits .................................85
Business Objects forums............................................................................85
Knowledge bases on the Business Objects support site..............................85
Hot fixes.....................................................................................................85
CE10................................................................................................................ 86
BO XI Release 1 ............................................................................................. 86
BO XI Release 2 ............................................................................................. 86
FINDING MORE INFORMATION ..................................................................... 86
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How to use this guide

This guide should be the starting point for training on any of the available SharePoint Portal
Integration kits (PIKs). It includes detailed information on installation of SharePoint Servers,
installation and configuration of SharePoint PIK, usage of SharePoint PIK and some common
issues that users might run into.
Who should read this guide?

This guide is intended for any engineer who is supporting BusinessObjects SharePoint Portal
Integration kit. The pre-requisite to this guide is the familiarity with BusinessObjects Enterprise.
Introduction to Portal, SharePoint and SharePoint Servers

This section introduces Portal, SharePoint and the different available SharePoint Server.
What is a Portal?
A portal is a central place for making all types of information accessible to an audience of varying
range. In other words, it provides a single point of access to aggregated information. The portal
concept has been applied to general audiences on the Web, referred to as Internet portals or
organization-private Web sites, referred to as Intranet portals. While all of this terminology may
seem daunting at first, the principles behind portals are relatively simple.
The primary goal of most portals is ease-of-use. Besides having a single point of access, a virtual
front door, portals generally try to provide a rich navigation structure. Portals using Web pages
for their user interface will, for instance, often include numerous hyperlinks on the front page.
An example of an Internet portal is the msnbc.com. MSNBC contains many elements one expects
from a general-purpose portal including featured content, numerous hyperlinks, search
capability, stock quotes, and customization based on user locale.
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An example of an Intranet portal is the Business Objects Customer Assurance BIP portal. It
contains a dashboard depicting weekly success measures, access to the different BIP functional
groups and sites, and other navigation options to useful information including a search facility.
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What is a Webpart?
A Web Part is a modular and reusable component that can be placed into a portal web page. It
consists of information organized using a title bar, a frame, and content. Web Parts provide
functionality ranging from document storage to complex data entry forms to discussion forums.
BIP Weekly Success Measure is an example of a webpart on the BIP Portal.
Overview of SharePoint
SharePoint is the Microsoft implementation of a Business Portal. SharePoint sites are dynamic
and interactive members of the site can contribute their own ideas and content as well as
comment on or contribute to other people's ideas. They don't have to use a complicated Web
publishing process before they can post a document or make an announcement.
By default, your SharePoint site includes a default home page with space for highlighting the
information important to your group, and several predefined pages for storing documents, ideas,
and information so you can start working right away. Your site also includes navigation elements
so you can find your way around. This tour covers the default site template, the team site
template.
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The home page of your site is your starting point. It contains the Quick Launch bar, views of the
Announcements, Events, and Links lists, and the name and description of your team Web site.
Quick Launch bar

The Quick Launch bar contains hyperlinks to specific pages on your SharePoint site.
Whenever you add a page to your site, you have the option of including a hyperlink to
that page on the Quick Launch bar.
Announcements
The Announcements list is a place to post important information for your whole team,
such as an announcement about an upcoming symposium or a reminder to bring a
potluck item to the lunch tomorrow. The five most recent announcements in the
Announcements list are displayed on the home page by default. You can also click the
Announcements list heading to go to the full list of announcements. When you create
your SharePoint site, a built-in announcement is displayed automatically. You can edit or
delete this announcement, as desired, and add your own announcements from either the
home page or the Announcements page.
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Events
The Events list is intended to help you communicate about your team's events
whether those are meetings, key deadlines, or work schedules. When you create your
SharePoint site, this list is empty. You can add your team's events to the list.
Links
The Links list is intended to include hyperlinks to your team's favorite Web pages or sites
(such as your organization's Internet site). When you create your site, this list is empty.
Advantages of SharePoint
There are many different portal products available in the market today. SharePoint has its own
niche when compared to other Portals. Here are few of the reasons why:
-
SharePoint is easy to install and configure.

The interface is user-friendly.
Being a Microsoft product its integration with Microsoft Office is transparent.
A number of templates have been made available by Microsoft, to administrators for
download.
There is tremendous support for SharePoint from software vendors. For example, you may
find that your accounting software already has a number of SharePoint Web parts available,
allowing you to slot in a Web part to display account balances or customer information.
Different SharePoint Servers

SharePoint Team Services 1.0 and SharePoint Portal Server 2001
SharePoint Team Services 1.0 and SharePoint Portal Server 2001 were the original versions of
Microsoft SharePoint Products and Technologies, released in 2001.
Based on customer feedback and the experience of developing the 2001 version of SharePoint
Products and Technologies, Microsoft designed the next generation SharePoint Services 2.0 and
SharePoint Portal Server 2003.
Windows SharePoint Services 2.0
Windows SharePoint Services 2.0 is a collection of services for Microsoft Windows Server 2003
that you can use to share information, collaborate with other users on documents, and create lists
and Web Part pages. You can also use Windows SharePoint Services 2.0 as a development
platform to create collaboration applications and information-sharing applications.
SharePoint Portal Server 2003
SharePoint Portal Server 2003 is a scalable, enterprise portal server that is built on Windows
SharePoint Services 2.0. You can use SharePoint Portal Server 2003 to aggregate Windows
SharePoint Services 2.0 sites, information, and applications in your organization to a single
portal. Because SharePoint Portal Server 2003 requires Windows SharePoint Services 2.0, all
features of Windows SharePoint Services 2.0 are available in SharePoint Portal Server 2003. In
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addition to the features of Windows SharePoint Services 2.0, SharePoint Portal Server 2003
includes the following features:
News and topics
My Site, with personal views and with public views
Information that can be targeted to specific audiences
Index functionality and search functionality across file shares, across Web servers, across
Microsoft Exchange Public Folders, across Lotus Notes, and across Windows SharePoint Services
2.0 sites.
Alerts that notify you when changes are made to relevant information, documents, or programs
Single sign-on functionality for enterprise application integration
Windows SharePoint Services 2.0 is installed with the install of Microsoft SharePoint Portal
Server 2003.
Windows SharePoint Services 3.0
Windows SharePoint Services 3.0 is the newer version of Windows SharePoint Services 2.0.
Microsoft Office SharePoint Server 2007 is a new server program that is part of the 2007 Microsoft
Office system. Here is a list of few of the new features available in Microsoft SharePoint Portal
Server 2007:
- WIKIs
A wiki is a new site template that makes it easy to create, edit, link, and restore an
individual Web page. Wikis can be used as creative forums to brainstorm ideas, manage
knowledge bases, create designs as well as instruction guides or simply gather
information in an easy-to-edit format. Wikis are easy to create, modify, and annotate; in
addition to tracking contributions and changes.
Wikis leverage existing SharePoint functionality including search, navigation, alerts, and
custom fields.
- Blogs
Blogs provide a publishing-oriented experience for a single user or a team. The Blog
template supports Article posting, Reader comments, and Archive views.
- E-mail integration
Document libraries, discussion boards, calendars, and announcements can be enabled to
receive new postings via e-mail.
Introduction to Portal Integration Kit

This section introduces you to the BusinessObjects SharePoint Portal Integration Kit.
What is a Portal Integration Kit?
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A portal integration kit provides generic web parts that can be used with any commercial or
homegrown portal. It is a software package, which provides an interface between a Business
Portal and various Applications.
Business Objects has various versions of Enterprise applications and provides a SharePoint Portal
Integration Kit for each version of Enterprise.
All BusinessObjects PIKs provide the following core functionality out of the box:
- Single-sign on from the EIP to your BI content.
- A document list web part to provide access to corporate documents, personal
documents, inbox documents, and a search capability.
- Document viewing, to display BusinessObjects and Web Intelligence documents. Just
like with standard InfoView, users can save documents in Adobe Acrobat (*.pdf)
format and as fully formatted Excel spreadsheets, and they have full analysis
capabilities.
- Favorite Document web part by adding multiple instances of this web part to a page,
users can create dashboard style views of their most important BI resources.
Available BusinessObjects Portal Integration

Kits for SharePoint
Here are the available Portal Integration Kits for SharePoint:
SharePoint Portal Integration Kit for Crystal Enterprise 10
Business Objects (Crystal Decision then), first came of with a Portal Integration Kit for Crystal
Enterprise 10. This kit is supported with Windows SharePoint Services 2.0 or Microsoft
SharePoint Portal Server 2003 only.
The SharePoint PIK for CE10 is not available on the CE10 installation media; the free download is
available at http://www.businessobjects.com/products/downloadcenter/sharepoint/default.asp
SharePoint Portal Integration Kit for BusinessObjects Enterprise XI Release 1
The SharePoint PIK for BusinessObjects Enterprise XI Release 1 is supported with Windows
SharePoint Services 2.0 or Microsoft SharePoint Portal Server 2003 only.
The kit is available on the XI R1 installation media as well as the free download is available at
http://www.businessobjects.com/products/downloadcenter/boepik.asp
SharePoint Portal Integration Kit for BusinessObjects Enterprise XI Release 2
The SharePoint PIK for BusinessObjects Enterprise XI Release 2 (up to SP2) is supported with
Windows SharePoint Services 2.0 or Microsoft SharePoint Portal Server 2003 only. The
SharePoint PIK for BusinessObjects Enterprise XI Release 2 (SP3 and later) is supported with
Microsoft SharePoint Portal Server 2007. It is not supported with standalone Windows
SharePoint Services 3.0
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The kit is available for a free download at

The Portal integration kit for SP2 or earlier is also available on the R2 Installation Media.
Architecture of SharePoint Portal Integration Kit

BusinessObjects Portal Integration kit is based off the .Net SDK. The Integration Kit should be installed
on the Server hosting the SharePoint Portal Server/Microsoft SharePoint Services. Here is the visual
representation of the architecture:
Client Workstations
SharePoint Server
.NET SDK
Business Objects/Crystal Enterprise

CMS
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Various Deployment Scenarios

Here are the various scenarios SharePoint can be deployed in:
Scenario 1:
Default Web Site install: BOE + SharePoint
Scenario 2:
Website 1: BOE
Website 2: SharePoint
Scenario 3:
SharePoint
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Portal Integration kit for SharePoint Portal Server

2003/SharePoint Services 2.0
Business Objects provides SharePoint Portal Integration Kit for Crystal Enterprise 10,
BusinessObjects Enterprise XI Release 1 and BusinessObjects Enterprise Release 2 which can be
installed on a server hosting Windows SharePoint Services 2.0 or Microsoft SharePoint Portal
Server 2003.
The SharePoint PIK gives the ability to view Crystal Reports, Web Intelligence Documents*,
Desktop Intelligence documents**, Analytics*, Microsoft Office and PDF documents amongst
others via web parts provided as part of the PIK.
* available for BusinessObjects Enterprise Release 1 and Release 2
** available for BusinessObjects Enterprise Release 2 only
Pre-requisites for Installation

Following are the pre-requisites of installing the SharePoint Portal Integration Kit
Internet Information Services
Windows SharePoint Services 2.0 or Microsoft SharePoint Portal Server 2003.
BusinessObjects/Crystal Enterprise .NET SDK
Installing Windows SharePoint Services 2.0

Windows SharePoint Services 2.0 is available for free download.
http://www.microsoft.com/downloads/details.aspx?FamilyId=B922B28D-806A-427B-A4C5AB0F1AA0F7F9&displaylang=en
System Requirements:
Supported Operating Systems: Windows Server 2003
Server hardware:
Intel Pentium III-compatible processor
512 megabytes (MB) of RAM
550 MB of available hard disk drive space
Server software: One of the following operating systems:
Microsoft Windows Server 2003, Standard Edition
Windows Server 2003, Enterprise Edition
Windows Server 2003, Datacenter Edition
Windows Server 2003, Web Edition
A Web application server with the following components:
Microsoft ASP.NET
Internet Information Services (IIS) 6.0 with World Wide Web Service
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To begin the install, run stsv2.exe
Accept the terms in the license agreement to proceed with the install. You can either choose to perform a
typical install or a sever farm one.
Typical Install: SharePoint Services are installed on the default web site. No additional configuration is
required.
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Server farm Install: If you choose to opt for the server farm option after the install, you have to
manually set up the SharePoint Database instance and the sites. Unlike typical install, which install
MSDE, for server farm install, you need an existing SQL Server database you can connect to. (Steps on
how to configure are on page 17)
After you have made the selection to perform a typical install or in a server farm, click on the next button
and go through the following steps:
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If you opted for Typical install, after the install, launch http://servername/default.aspx, you should be
able to view your SharePoint team services home page.
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Additional Configuration with server farm option

If you opted for Server farm install, once the installation is done, youre routed to the Configure
Administrative Virtual Server page. The following few screens will take you through the steps on
creating SQL database instance and a SharePoint site. Select Use an existing Application Pool. Select
NTLM as the security model instead of Kerberos (you may select Kerberos if you want that
configured). Select OK.
Note: Make sure you have access to an exiting MS SQL Database and have the sa account and password
ready.
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The next screen asks you to do an IIS reset. Go to start, run, and type "iisreset" and hit enter.
Select Ok.
Create and configure the database that WSS will use. See diagram below. Select SQL
authentication, enter the sa username and password for your SQL Database. Click OK.
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Now go to IIS Manager and create a new web site. Right click on the Web sites folder and select
new web site. Enter a description (i.e. Compuwarehouse). Click Next. Change the TCP port
from port 80 to some other port number (i.e. 5003). Click Next. Point it to the web sites home
directory (i.e. C:\compuwarehouse). Click Next. Select Read and Execute permissions for the
Web Site Access Permissions. Click Next and then Finish.
Go back to WSS Central Administration (i.e. http://localhost:8596/default.aspx) or go to Start>Programs->SharePoint Central Administration page to extend the virtual directory.
Click on Extend Virtual Server. Select you new web site (i.e. Compuwarehouse).
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Click on Extend and create a content database.
Select Use an existing application pool: Fill in a bogus email address and select NTLM security
and then click OK.
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Click OK as the Virtual Server has been extended.
You should be able to access the WSS home page now by going to
http://servername:xxxx/default.aspx
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Installing SharePoint Portal Server 2003

Microsoft SharePoint Portal Server 2003 install is fairly easy. You can get the installation files from
\\vanpgsoftware.rd.crystald.net\software\Microsoft
System Requirements:
Supported Operating Systems: Windows Server 2003
Server hardware:
Intel Pentium III-compatible processor
512 megabytes (MB) of RAM
550 MB of available hard disk drive space
Server software: One of the following operating systems:
Microsoft Windows Server 2003, Standard Edition
Windows Server 2003, Enterprise Edition
Windows Server 2003, Datacenter Edition
Windows Server 2003, Web Edition
A Web application server with the following components:
Microsoft ASP.NET
Internet Information Services (IIS) 6.0 with World Wide Web Service
Run setup.exe
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Enter all the required fields.
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Next step is to create a portal.
Install on a non-default website:

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Click OK to create the portal site.
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Installing SharePoint PIK on WSS 2.0 or MS

Download CE10 Portal Integration kit http://www.businessobjects.com/products/downloadcenter/sharepoint/default.asp
Download XI Release1 or XI Release 2 - http://businessobjects.subscribenet.com
XI Release 1 install can also be found on the XI R1 Installation CD.
To start the install, run setup.exe
Accept the License Agreement to proceed with the install.

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Enter the URL to the virtual server where the Web part package should be installed (best is to
leave this blank if the install is on the non-default website, doing this will make the web parts
available for all virtual servers) You can choose of overwrite any existing web part packages
(never seen this work perfectly).
The following screen is relevant for CE10 only, where, you will be prompted to enter the CMS name as
well as the WCS name. Also, specify the type of authentication you want to be used by the web parts to
connect to the CMS. These options can later be changed by modifying the SharePoint web.config.
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For BusinessObjects Enterprise XI Release 1 and Release 2, enter the name of the CMS and the
authentication type you would like the web part to use to connect to the CMS. These settings can
later be changed by modifying the SharePoint web.config.
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The following two screens will only appear for BusinessObjects Enterprise XI Release 1 or Release
2 PIK where you can choose either the .NET or Java Infoview when using web parts and the
server hosting the selected Infoview. Make sure to enter the port number with the Java
Application Server name when choosing Java Infoview.
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Click next and follow the installer through the rest of the install.
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The PIK is now installed. To confirm the install, go to http://servername/default.aspx and

choose Modify Shared Page, Add web parts, browse.
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Under virtual server gallery, you will be able to view the web parts added by the SharePoint
PIK install.
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Configuring SharePoint PIK on WSS 2.0 or MS

After the PIK kit has been installed and you have verified the install by browsing to the web
parts, you can proceed to make any changes to the information specified during the install. The
entire SharePoint PIK configuration is stored in the web.config file under the
c:\inetpub\wwwroot folder.
If the install is on a virtual server other than the default website, you have to add certain tags to
the web.config of the non-default website. In which case, the web.config you will be changing
will reside under the home folder of the website.
The following are the tags which need to be added after the <system.web> tag, for CE10
<appSettings>

<add key="Crystal Enterprise Authentication Mode"
value="%AUTHENTICATIONMODE% " />

<add key="Crystal Enterprise Management Server" value="%CMSNAME%" />

<add key="Crystal Enterprise Token Timeout" value="60" />

<add key="Crystal Enterprise Analysis Viewer URL"
value="http://%EPORTFOLIO%/crystal/infoobject.cwr?action=0&id=%id%&
wcslogontoken=%token%" />

<add key="Crystal Enterprise Object Exclusions"
value="CrystalEnterprise.ObjectPackage,CrystalEnterprise.Program" />

<add key="Crystal Enterprise Trace Enabled" value="False" />
</appSettings>
Following are the tags which need to be added after the <system.web> tag, for BusinessObjects
XI Release 1 or Release 2 modify the path of the opendocument accordingly (enteprise11 for XI
R1 and enterprise115 for XI R2).
<appSettings>
<add key="BusinessObjects Enterprise Authentication Mode
value="%AUTHENTICATIONMODE%" />
<add key="BusinessObjects Enterprise Management Server value="%CMSNAME%" />
<add key="BusinessObjects Enterprise Token Timeout value="600" />
<add key="BusinessObjects Enterprise Object Exclusions
value="CrystalEnterprise.ObjectPackage, CrystalEnterprise.Program,
CrystalEnterprise.AFDashboardPage"/>
<add key="BusinessObjects Enterprise Trace Enabled value="False" />

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<add key="BusinessObjects Enterprise Credential Prompt value="False" />


<add key="BusinessObjects Enterprise Analytic Viewer Object Types"
value="CrystalEnterprise.Analytic" />

<add key="BusinessObjects Enterprise Document Viewer Object Types
value="CrystalEnterprise.Report, CrystalEnterprise.Analysis,
CrystalEnterprise.Webi,CrystalEnterprise.Rtf,CrystalEnterprise.Txt,CrystalEnterprise.Pdf,Cryst
alEnterprise.Excel,CrystalEnterprise.Powerpoint,CrystalEnterprise.Word,CrystalEnterprise.Full
Client" />

<add key="BusinessObjects Enterprise Analytic Viewer Url
value="http://%JAVAINFOVIEW%/businessobjects/enterprise115/desktoplaunch/jsp/openAnaly
tic.jsp?sType=%type%&DocumentId=%id%&token=%token%&lang=%lang%&
amp;RepositoryType=C" />

<add key="BusinessObjects Enterprise Document Viewer Url
value="http://%INFOVIEW%/businessobjects/enterprise115/InfoView/scripts/openDocument.as
px?sKind=%type%&sIDType=CUID&iDocID=%id%&token=%token%&la
ng=%lang%" />
</appSettings>
Portal Integration kit for SharePoint Portal Server 2007

Business Objects provides SharePoint Portal Integration Kit for SharePoint Portal Server 2007
with Business Objects Enterprise XI Release 2 Service Pack 3.
Pre-requisites for Installation

Following are the pre-requisites of installing the SharePoint Portal Integration Kit for SharePoint
Portal Server 2007:
Internet Information Services
Microsoft SharePoint Portal Server 2007 (32 bit) we do not have support for the
SharePoint portal Server 2007 64 bit.
BusinessObjects XI R2 .NET SDK
BusinessObjects XI Release 2 Service Pack 3 (Note: You will need to meet the
minimum requirements of R2 SP3)
Installing SharePoint Portal Server 2007

Before you install SharePoint Portal Server 2007, you will need to make sure you have the
following requirements met:
.NET Framework 2.0 (you will need .NET Framework 3.0 for Windows workflow
foundation version 3.0.4203.2, so you can directly install Framework 3.0)
ASP .NET v 2.0 needs to be set to Allow in the list of IIS web server extensions.
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Start the setup by running setup.exe:
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Choose the Basic install option.
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When prompted, reboot the machine. Once the machine is rebooted, launch the
SharePoint Product and Technologies Configuration Wizard.
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After the self configuration wizard is finished, the SharePoint home page will launch
automatically.
You can now go ahead and add new site to the SharePoint Server, if you wish to. This
can be done by clicking on the Site Actions buttons on the SharePoint homepage and
selecting the Create Site option, follow the wizard.
Note: By default, SharePoint Server 2007 is installed in a new web site which runs on port
80. The Default web site is stopped after the install. The home directory for the
SharePoint site is C:\Inetpub\wwwroot\wss\VirtualDirectories\80 This is the site
users access by going to http://sharepointservername
SharePoint has a separate website for administration, which runs on a different port.
Installing SharePoint PIK

The next step after the install and configuration of the SharePoint Office Portal Server
2007 is to install the SharePoint Portal Integration Kit. This Kit can be downloaded from
the support site at
Install Business Objects .NET SDK
In order to install the PIK, you need to first install the .NET SDK from the Business
Objects XI Release 2 media.
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You can choose to do a client install and install all the client tools including the .NET
SDK or a custom server installation and choose just the .NET SDK. In this example, we
choose the custom server installation:
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Install BO XI Release 2 SP3.
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Install the Portal Integration Kit
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Configuring SharePoint PIK after the install

The entire SharePoint PIK configuration is stored in the web.config file under the
c:\inetpub\wwwroot\wss\virtualdirectories\80 folder, in a default install.
If the install is on a virtual server other than the default SharePoint website, you have to add
certain tags to the web.config of the non-default SharePoint website. In which case, the
web.config you will be changing will reside under the home folder of the website.
The following are the tags which need to be added after the <system.web> tag:
<appSettings>
<add key="BusinessObjects Enterprise Authentication Mode"
value="%AUTHENTICATIONMODE%" />
<add key="BusinessObjects Enterprise Management Server" value="%CMSNAME%" />
<add key="BusinessObjects Enterprise Token Timeout" value="600"/>
<add key="BusinessObjects Enterprise Object Exclusions"
value="CrystalEnterprise.ObjectPackage,CrystalEnterprise.Program,CrystalEnterprise.AFDashboardPag
e" />
<add key="BusinessObjects Enterprise Trace Enabled" value="False" />

<add key="BusinessObjects Enterprise Credential Prompt" value="False" />

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<add key="BusinessObjects Enterprise Analytic Viewer Object Types"

value="CrystalEnterprise.Analytic" />

<add key="BusinessObjects Enterprise Document Viewer Object
Types" value="CrystalEnterprise.Report,CrystalEnterprise.Anal
ysis,CrystalEnterprise.Webi,CrystalEnterprise.Rtf,CrystalEnterprise.Txt,CrystalEnterprise.Pdf,CrystalEn
terprise.Excel,CrystalEnterprise.Powerpoint,CrystalEnterprise.Word,CrystalEnterprise.FullClient" />

<add key="BusinessObjects Enterprise Analytic Viewer Url" value="http://
%JAVAINFOVIEW%/businessobjects/enterprise115/desktoplaunch/jsp/openAnalytic.jsp?sType=%type%
&DocumentId=%id%&token=%token%&lang=%lang%&RepositoryType=C"/>

<add key="BusinessObjects Enterprise Document Viewer Url" value="http://
%JAVAINFOVIEW%/businessobjects/enterprise115/InfoView/scripts/openDocument.aspx?sKind=%type
%&sID Type=CUID&iDocID=%id%&token=%token%&lang=%lang%"/>
</appSettings>
Post the install of the SharePoint Portal Integration Kit, you need to add the web parts installed
by the kit to the SharePoint home page or a SharePoint site. This can be done by selecting Edit
Page option under Site Actions
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Alternatively, you can click on Advanced Web Part gallery and option to add web parts:
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Features of SharePoint PIK

Features of CE10 SharePoint PIK
The following web parts are added after installing the CE10 SharePoint Portal Integration Kit:
Documents for you
This web part displays all the objects in the CE 10 repository. You can click on an object to open
the document in the Crystal Reports Viewer. The default viewer is DHTML.
Report for you
This web part is strictly for embedding the Crystal Report viewer into this web part. No other
objects can be viewed through this web part.
My Favorites
Same as the Documents for You Web part but is configured to only to display objects that the
user has in the user folder in eportfolio.
Shared Documents
Same as the Documents for You Web part but its configured to just see the public folders.
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Features of XI R1 SharePoint PIK

The following web parts are added after installing the BusinessObjects Enterprise XI Release1
SharePoint Portal Integration Kit:
Documents for you
This web part displays all the objects in the BOE XI R1 repository. You can click on an object to
open the document in the Crystal Reports Viewer. The default viewer is DHTML.
Report for you
This web part is strictly for embedding the Crystal Report viewer into this web part. No other
objects can be viewed through this web part.
My Favorites
Same as the Documents for You Web part but is configured to only to display objects that the
user has in the user folder in Infoview.
Shared Documents
Same as the Documents for You Web part but its configured to just see the public folders.
Features of XI R2 SharePoint PIK

The following web parts are added after installing the BusinessObjects Enterprise XI Release2
SharePoint Portal Integration Kit:
Document List
Allows users to view the lists of documents that are available.
Allows users to browse your list of shared documents, navigate to subfolders, and
access content directly from Enterprise.
Displays documents in
o Web part itself
o In a new window
o In another webpart
Default view
o Public Folders
o My Inbox
o My Favorites
o Personal Categories
o Corporate Categories
o Custom Sub-location
Availability
o Blank
o Unavailable
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o
o
o
o
o
o
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Always
Hourly
Daily
Weekly
Monthly
Custom Time Plan
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Crystal Report View

Only displays Crystal Reports.
The web part comes with a viewer and a built-in toolbar that can be used to perform
a number of report-viewing activities, such as navigating pages, selecting parameter
values, and so on.
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Document View
Enables users to view the information in any supported document type from within
your SharePoint portal.
When a user selects a document which is either a crystal report. Desktop intelligence
document or a web intelligence document, it is opened in the web part itself.
A document that is in a different format (for example, a Word document or a PDF),
then that document will open inside its corresponding program (Microsoft Word and
Adobe Acrobat).
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My Favorites
Same as the Document List Web part but is configured to only to display objects that the user has
in the user folder in Infoview.
Shared Documents
Same as the Document List Web part but its configured to just see the public folders.
Troubleshooting SharePoint Portal Integration Kit

The following troubleshooting tips are consistent amongst the various versions of SharePoint
Portal Integration kits.
Installation issues
In order to avoid any installation issues, make sure:
.NET SDK is installed on the SharePoint server prior to installing the SharePoint
Integration Kit
The account running the install should be member of the local administrators group if
not the local administrator account.
The account running the install should have access to write to the SharePoint Database
since the web parts information is written to the database.
If you are installing on a SharePoint server hosting multiple websites, and the install fails
on choosing a specific website, install on all websites. To accomplish this, during the
install, when prompted to select the SharePoint virtual Server on which you wish to
deploy the SharePoint web parts on, leave the value blank. This usually happens when
you are trying to install Portal Integration kit on the non-default website.
Login issues
The second most common issues that are encountered with SharePoint PIK are login issues. Most
of the times, the error messages are self-explanatory. Here are some tips on login issues:
If you are using single sign on with the Portal Integration Kit, make sure SSO is
configured and works with the Enterprise Infoview. Test this by opening up a browser
on the SharePoint server and connecting to BOE Infoview. Make sure, SharePoint IIS
server has integrated security enabled, and the browser you are using to connect, has
Automatic logon with current username and password selected under user
authentication section in IE settings.
Try to log on using Enterprise authentication. You can enable this in the web.config for
the specific web site you are hosting the SharePoint Portal Integration Kit on.
Prompt the user for logon, by modifying the prompt property in the web.config for the
SharePoint PIK website.
Login issues can also be caused by incorrectly configured firewalls. Make sure the BOE
server hosting CMS is bound to the correct IP.
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If you are using third party authentication, make sure the user accounts are added to the
SharePoint Site using the SharePoint Central Administration page.
Report viewing issues

For any report viewing issues, make sure the report can be viewed successfully from the
BusinessObjects Infoview. Also, you can copy the opendocument URL from the SharePoint
web.config, replace all the parameter with real values and paste the URL in a browser window on
the SharePoint Server, to see if the report works outside of SharePoint. If not, the issues will be
treated as enterprise issue and not SharePoint and the usual Enterprise troubleshooting should be
followed.
Best practices for troubleshooting

You will always encounter new issues and in cases where you are not able to figure it out, enable tracing
in the SharePoint web.config. Go back to SharePoint site, and refresh the page, a log will be generated at
the bottom of the web page. Please note, this log is only generated if an error is encountered on the
SharePoint side.
If there is a firewall between the Enterprise server and the SharePoint server, you will need to open ports:
6400 and 6420 (.net SDK port), and a requestport for CMS since the SDK connects directly to the CMS.
Also add the -requestport switch on the CMS in the CCM.
If SharePoint is managing the default web site the crystal/BusinessObjects and
crystalreportviews10/crystalreportviewers11/crystalreportviewers115 virtual directories maybe in the
managed path, they need to be unmanaged. In SharePoint Servers 2.0 or SharePoint Portal Server 2003,
open SharePoint Central Administration, select Windows SharePoint services from the left hand column,
select Configure Virtual Server settings under Virtual Server Configuration. From the Virtual Server List,
select the Default Web Site; select Defined managed paths from the Virtual Server Settings page, under
Virtual Server Management section.
Isolate the issue; take SharePoint out of the picture.
Get the customers web.config and replace yours with theirs to replicate the issue. Alternatively, take a
backup of the customers web.config at their end and replace theirs with yours to rule out any
configuration issues.
Additional resources
Here are few of the ways to find additional resources on SharePoint Portal Integration Kit:
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Installation guide for SharePoint Portal

Integration Kits
The Installation guides for the portal Integration Kits include the details on the system requirements and
step by step instructions on how to install and configure the Portal Integration Kit post install. These
guides can be found in the Portal Integration Kit installation package (for CE10, BusinessObjects
Enterprise XI Release 1) or from the BusinessObjects support site support.businessobjects.com or ESD
businessobjects.subscribenet.com (for BusinessObjects Enterprise XI Release 2)
Administrators guide for SharePoint Portal

Integration Kits
The Administrators guides for the portal Integration Kits include the details on how to configure and
troubleshoot the Portal Integration Kit post install from a SharePoint Administrators perspective. These
guides can be found in the Portal Integration Kit installation package (for CE10, BusinessObjects
Enterprise XI Release 1) or from the BusinessObjects support site support.businessobjects.com or ESD
Users guide for SharePoint Portal Integration

Kits
The users guides for the portal Integration Kits include the features and usage of the Portal Integration
Kit post install from a SharePoint users or web site creators perspective. These guides can be found in
the Portal Integration Kit installation package (for CE10, BusinessObjects Enterprise XI Release 1) or from
the BusinessObjects support site support.businessobjects.com or ESD
Business Objects forums

The BusinessObjects internal forums are one of the best sources for sharing knowledge on known or any
new issues related to the SharePoint portal Integration kit. Please use them as much as you can, since we
have limited expertise on this front, Product is the best resource for any questions that need answers. The
link to the forum for SharePoint is http://forums.businessobjects.com/cs/forums/15/ShowForum.aspx
Knowledge bases on the Business Objects

support site
There are tones of knowledge base articles on the BusinessObjects support site for the various versions of
the SharePoint Portal Integration Kit.
Hot fixes
Here is a list of the various hot fixes available for SharePoint Portal Integration Kit for the various
versions:
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CE10
The first SharePoint bug fix was released in a separate package but all subsequent fixes were
packaged together with the common fix for the SharePoint Portal Integration Kit for Crystal
Enterprise 10. It is recommended to apply the fix on both Crystal Enterprise Server and the
SharePoint server unless the readme of the hotfix indicates otherwise.
ftp://ftp1.businessobjects.com/outgoing/EHF/ce10spwin_en.zip
ftp://ftp1.businessobjects.com/outgoing/EHF/common10win_en.zip
BO XI Release 1
All SharePoint Portal Integration Kit patches for BusinessObjects Enterprise XI Release 1 were
packaged together with the BEXI and Common XI fixes. It is recommended to apply the fix on
both the BusinessObjects Enterprise Server and the SharePoint server unless the readme of the
hotfix indicates otherwise.
ftp://ftp1.businessobjects.com/outgoing/CHF/beXIwin_chf.zip
ftp://ftp1.businessobjects.com/outgoing/CHF/commonXIwin_chf.zip
BO XI Release 2
For SP1 build of BusinessObjects Enterprise XI Release 2, the SharePoint portal integration kit
fixes are bundled with the CHF fixes.
http://ftp1.businessobjects.com/outgoing/CHF/boXIr2win***.zip
For SP2 or SP3 build of BusinessObjects Enterprise XI Release 2, the SharePoint portal integration
kit fixes are bundled with the Fix packs (2.x/3.x respectively). These fix packs can be downloaded
from the support site or from ESD.
http://support.businessobjects.com/downloads/critical_hot_fixes/default.asp
ESD - http://businessobjects.subscribenet.com
To be consistent, it is recommended to apply the fix on both the BusinessObjects Enterprise
Server and the SharePoint server unless the readme of the fix indicates otherwise.
Finding more information

For more information and resources, refer to the product documentation
and visit the support area of the web site at
http://www.businessobjects.com/
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BusinessObjects XI

One Stop Shop for BusinessObjects SharePoint Portal Integration

INTRODUCTION TO PORTAL INTEGRATION KIT ............................................... 8

Installing SharePoint PIK .........................................................................47

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Features of XI R2 SharePoint PIK.............................................................72

FINDING MORE INFORMATION ..................................................................... 86

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

How to use this guide

Who should read this guide?

Introduction to Portal, SharePoint and SharePoint Servers

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Quick Launch bar

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

SharePoint is easy to install and configure.

Different SharePoint Servers

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Introduction to Portal Integration Kit

What is a Portal Integration Kit?

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Available BusinessObjects Portal Integration

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

The kit is available for a free download at

Architecture of SharePoint Portal Integration Kit

Business Objects/Crystal Enterprise

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Various Deployment Scenarios

Default Web Site install: BOE + SharePoint

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Portal Integration kit for SharePoint Portal Server

Pre-requisites for Installation

Installing Windows SharePoint Services 2.0

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

To begin the install, run stsv2.exe

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One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Additional Configuration with server farm option

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One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit

Click on Extend and create a content database.

Copyright 2008 Business Objects. All rights reserved.

One Stop Shop for BusinessObjects SharePoint Portal Integration Kit