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BusinessObjects XI 3.0
Copyright © 2008 Business Objects. All rights reserved. Business Objects owns the following
U.S. patents, which may cover products that are offered and licensed by Business
Objects: 5,555,403; 5,857,205; 6,289,352; 6,247,008; 6,490,593; 6,578,027;
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logo, BusinessObjects, Business Objects Crystal Vision, Business Process On
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Crystal Enterprise, Crystal Insider, Crystal Reports, Desktop Intelligence, Inxight,
the Inxight Logo, LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let
there be light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web
Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in
the United States and/or other countries of Business Objects and/or affiliated
companies. All other names mentioned herein may be trademarks of their respective
owners.
Third-party Business Objects products in this release may contain redistributions of software
Contributors licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty
2008-03-10
Contents
Chapter 1 Welcome to BusinessObjects XI 5
Index 55
1
1 Welcome to BusinessObjects XI
BusinessObjects XI 3.0:
If for some reason you do not find what you are looking for in the product's
online help or the available PDF documentation, please communicate your
questions and feedback to Business Objects documentation email address
mailto:documentation@businessobjects.com.
2
2 Supported products
Here is a list of the products that are supported with this release:
Client components
• Web Intelligence Rich Client
• Crystal Reports
• Voyager
• InfoView
• Desktop Intelligence
• Data Source Migration Wizard
• Business Views Manager
• Report Conversion Tool
• Report Comparison Tool
• Import Wizard
• Publishing Wizard
• Query as a Web Service
• Universe Designer
• Translation Manager
• Universe Builder
• Universe Connection Manager
• Dashboard Builder
• Performance Manager
• Set Analyzer
• Integration Kit for SAP
• Integration Kit for Peoplesoft
• Live Office
Developer Components
• BusinessObjects Enterprise Java SDK
• BusinessObjects Enterprise Web Services SDK
For a complete reference to the Developer products' documentation, see the
online version at http://diamond.businessobjects.com/developer/library.
3
3 Installation and Deployment
BIAR Engine Command Line Tool
For more information and to get started, see the BusinessObjects Enterprise
Administratior's Guide.
4
4 Security model
5
5 Migration and Upgrade
Import Wizard
Refer to BusinessObjects 5.x and 6.x to XI 3.0 Migration Guide for information
on migration from BusinessObjects 5 and 6 releases to BusinessObjects XI
3.0.
Related Topics
• Security model on page 13
• Report Comparison Tool on page 19
• Report Conversion Tool on page 17
• Data providers on page 19
• Delta Viewer on page 19
• Formula language functions on page 20
• Import Wizard on page 16
• Report Conversion Tool on page 17
Import Wizard
The Import Wizard introduces significant new features with this release.
BCA Publisher
With the BusinessObjects XI 3.0 Import Wizard , you can import BCA
Publisher objects from 5.x/6.x, including:
• Mail publications
• Web publications
• BusinessObjects internal users and groups (that are defined in Supervisor)
• BCAP external users and groups (that are defined in Recipient Manager)
• Profiles
• Pending publication jobs
Delegated Administration
Delegated administrators, which have less than full administrative rights, can
now use the Import Wizard to log on to XI 3.0 source and destination
environments and import only those users and objects that they have access
to.
Miscellaneous
Other enhancements include:
• folder sizing warning
• log file enhancement
For more information and to get started, see the BusinessObjects Enterprise
XI 3.0 Import Wizard Online Help
To access the online help, navigate to the help directory on your local install.
For example, C:\Program Files\Business Objects\BusinessObjects
Enterprise 12.0\Help\en.
Standalone mode
You can now run the Report Conversion Tool in authenticated mode by
connecting to a CMS, or in standalone mode. In standalone mode, users
can convert their own documents in their local file system without having to
publish them in the CMS. Documents that converted to Web Intelligence
may be viewed in the new Web Intelligence Rich Client.
Note: The .REP to .WID comparison functionality has been integrated in the
Report Conversion Tool.
Delta Viewer
The Delta Viewer is a new tool for viewing the results of report conversions.
It is used for both Desktop Intelligence report (.REP-to-.REP) comparisons
in the Report Comparison Tool and Desktop Intelligence reports to Web
Intelligence report (.REP-to-.WID) comparisons in the Report Conversion
Tool.
For more information and to get started, see Report Comparison tool Guide.
Data providers
The following new data providers are supported in this release:
• Personal data providers, such as local Excel and ASCII files (.TXT, .CSV)
• Stored procedure provider (through a universe)
Embedded pictures are now converted:
• By default, a BMP picture is converted to a BMP file
• By default, a TIFF picture is converted to a GIF file
• A Windows OLE CF object is converted to a GIF file
• OLECF objects are also converted as pictures
6
6 New features in existing products
BusinessObjects Enterprise
Click any of the product names to go to the page that describes the new
features for that product and find out how to get started using the new
features.
Related Topics
• BusinessObjects Enterprise on page 22
• Multi-language support with Translation Manager on page 25
• Live Office on page 26
• Dashboard and Analytics on page 37
• What's New in Crystal Reports 2008 on page 29
• Voyager on page 36
• Web Intelligence on page 26
• Desktop Intelligence on page 39
• Universe Designer on page 39
• Universe Builder on page 41
• Support for OLAP universes on page 41
• Data Access on page 44
• BusinessObjects XI Integration for SAP Solutions on page 45
BusinessObjects Enterprise
BusinessObjects Enterprise has undergone a user interface refresh. Both
the InfoView application and the Central Management Console (CMC) have
new and improved workflows.
Publishing
BusinessObjects Enterprise now supports publications that contain Crystal
reports or Web Intelligence documents, as well as publications that contain
multiple dynamic content documents. BusinessObjects Enterprise also
features the following improvements to the Publishing feature:
• Enhanced processing capabilities.
• The ability to publish to multiple formats and destinations.
• PDF merging capabilities for Crystal reports.
• The ability to publish separate report tabs in Desktop Intelligence and
Web Intelligence documents.
• Support for customized publication extensions.
• Improved profile and personalization functionality.
Access levels
This release of BusinessObjects Enterprise lets you create and maintain
access levels that are customized for your deployment and security needs.
Access levels are groups of rights that users frequently need. They allow
administrators to set common security levels quickly and uniformly rather
than requiring that individual rights be set one by one.
For more information about working with access levels, see Chapter 17:
Setting Rights in the BusinessObjects Enterprise Administrator's Guide.
Server Intelligence
Server Intelligence is the underlying server management architecture that
simplifies the administration and deployment of BusinessObjects Enterprise
servers and services. Instead of manually administering servers via the
Central Configuration Manager (CCM), you now handle most server
administration through the Central Management Console (CMC), which has
a new easier-to-use interface.
Server Intelligence allows you to use the CMC for all daily maintenance
tasks, such as adding and configuring new servers, or starting and stopping
existing servers. And it also allows you to automate certain server processes,
such as restarting or shutting down servers that stop unexpectedly. If the
CMS database connection is lost, the CMS now automatically attempts to
reconnect.
The new Adaptive Processing Servers and Adaptive Job Servers host multiple
services, allowing for more flexible deployment and fine-tuned configuration.
Federation
Federation is an important cross-site replication tool for working with
BusinessObjects Enterprise in a global environment. Content can be created
and managed on one BusinessObjects Enterprise deployment and replicated
on a recurring schedule to other BusinessObjects Enterprise deployments.
Federation helps to keep separate BusinessObjects Enterprise content in
sync with each other. Users can reduce network traffic by using Federation.
They only need to create content in a single place, can manage it all in one
place, and increase their performance for end users as they don't need to
traverse the WAN to access reports.
For more information about the Repository Diagnostic Tool, see the
BusinessObjects Enterprise Repository Diagnostic Tool User's Guide.
Auditing
BusinessObjects Enterprise now supports auditing for clients. For example,
a user can audit events that occur on Desktop Intelligence and Web
Intelligence clients, including refresh and schedule operations. Auditing
events include detailed information, such as SQL queries and parameters.
The Auditing Universe was extended, and new auditing reports were added.
For improved security auditing, the IP address and machine name are now
audited.
For more information and to get started, see Translation Manager online
help and the Translation Manager User's Guide.
Live Office
Live Office provides the following new features:
• Full Live Office functionality for MS Outlook. You can now insert Live
Office objects into an Outlook email.
• Live Office users can now copy and paste objects across MS Office
applications. Once an object is inserted into one MS Office application,
it can be reused through a simple copy and paste operation.
• Live Office supports MS Office 2007 and includes a special LiveOffice
ribbon menu
• Enhancements in Crystal Reports, Web Intelligence and Universe
Designer have been integrated into Live Office. The integrated
enhancements include support for optional parameters and prompts,
interactive parameters, universe ranking, universe sampling, SAP Key
Date.
Note: None of these are new Live Office features but enhancements that
have been integrated into Live Office.
For more information, refer to the product documentation and online help:
• Live Office Installation Guide - includes updates that apply to all
BusinessObjects Enterprise client applications
• Live Office User Guide - includes updated workflows, procedures and a
new 'Common tasks' section
Web Intelligence
Accessing Web Intelligence through InfoView
The new InfoView Web Intelligence options make selection of the appropriate
Web Intelligence XI 3.0 document creation, viewing and editing tool easier
by emphasizing the way in which you interact with Web Intelligence rather
For more information, see the Accessing Web Intelligence from InfoView
chapter in the Building Reports Using the Java Report Panel or Performing
On-Report Analysis With Web Intelligence guide
In addition to the Java Report Panel features, the Web Intelligence Rich
Client allows you to create reports based on personal data providers such
as text or Excel files.
You can find information about Web Intelligence Rich Client in the Web
Intelligence Rich Client User's Guide.
Multilingual support
From the same report, you may decide in which available language you want
to view the report's metadata and prompts. You can add translations to the
universe on which the report is created or translate the report itself using the
Translation Manager. Once the document is translated, it is published and
available to users in their preferred viewing language.
Note: The data that appears in the report is dependent on the database
source and cannot be translated with the Translation Manager.
Smart measures
Web Intelligence XI 3.0 universes contain smart measures, which provide
an alternative to classic Web Intelligence universe measures by delegating
calculation of the measure values to the database. Smart measures allow
Web Intelligence to display calculations not directly supported by the Web
Intelligence universe, to work with non- or semi-aggregative measures, and
to leverage the calculation capabilities of any database accessible through
a Web Intelligence universe.
You can find information about smart measures in the Calculating values
with smart measures chapter in the Using Functions, Formulas and
Calculations in Web Intelligence guide.
Optional prompts
Web Intelligence XI 3.0 optional prompts allow you to ignore a prompt by
not specifying a value. When you do not specify a value, the prompt does
not apply a filter on the data.
Formula language
The Web Intelligence XI 3.0 formula language contains several new functions,
including the ForceMerge function, which allows Web Intelligence to account
for merged dimensions when calculating measures. ForceMerge is the Web
Intelligence equivalent of the Business Objects/Desktop Intelligence Multi
cube function.
You can find information on Web Intelligence functions in the Using Functions,
Formulas and Calculations in Web Intelligence guide or by selecting
context-sensitive help from within the Formula Editor.
Data tracking
Data tracking places your current report data in context by highlighting
changed data and displaying the previous value of a dimension or measure
along with its current value. Web Intelligence XI 3.0 highlights changed data
according to parameters you set. You control the formatting of the changed
data, the types of changed data highlighted and the amount of data change
that triggers data highlighting.
You can find information on data tracking in the Tracking Changes in data
chapter in the Tracking changes in data chapter in the Building Reports Using
the Java Report Panel guide.
Document linking
Using Web Intelligence XI 3.0, you can now create links to other Web
Intelligence documents, to web sites, or to any resource accessible from a
Web Intelligence report using a simple user interface. You can also pass
data to the linked resource from within the Web Intelligence report.
Usability enhancements
Web Intelligence XI 3.0 contains numerous usability enhancements, including:
quick display mode (a new display mode designed to improve performance
when reports contain large amounts of data), layering, toolbar modifications,
alignment, embedded images and new filter workflows.
Note: All the topics in this document are detailed in the Crystal Reports
Online Help. Search the help using the index or the Search tab for detailed
information on how to use the new functionality.
Note: Flash features are available for viewing only in the .NET Winform and
Java DHTML viewers.
data can be shared with the SWF via Flashvars. This feature enables the
creation of compelling, interactive, and information-rich reports. The SWF
files can be embedded in the report or linked via a website.
Xcelsius integration
Deliver professional-looking reports with powerful decision-making support.
Import Xcelsius-generated SWF files into your reports and benefit from
improved design-time integration and stunning visualizations. Enhance your
reports with what-if analysis models that enable users to make important
decisions dynamically, without leaving the report file.
Parameter Panel
The report designer and the .NET Winform, Java DHTML, and .NET Webform
viewers now have a Parameter Panel that allows parameter values to be set
without refreshing data. The report consumer can easily see the parameters
Flexible pagination
New pagination features allow report designers to customize page size and
easily control page breaking after N records/groups. A single report can
combine portrait- and landscape-oriented pages, and the white space at the
end of groups can be removed by compressing the page footers. These
features improve the online report-consumption experience by making reports
easier to read.
Powerful cross-tabs
Insert summary, variance, and any other custom calculation into a cross-tab
row or column. Custom calculations makes cross-tabs more powerful than
before and can be used in reports that benefit from a table
structure—especially financial reports. The cross-tab table structure makes
reports much faster to build and maintain. This feature also provides powerful
benefits to cross-tab-based charts, because custom formulas in the cross-tab
can be visualized directly in the charts.
Hyperlinking Wizard
The new Hyperlinking Wizard saves report designers valuable time by letting
them automatically create the Crystal Reports formula to call a
BusinessObjects Enterprise OpenDocument hyperlink.
Note: This feature is available only with a BusinessObjects Enterprise XI
3.0 server environment.
What's different
Enable ranking
Define a rank when you design a query. You can rank a group rows in a
subset based on a measure value, and fetch rows that belong to the highest
or lowest valued subsets (depending on how you define the ranking).
For more information on using Query as a Web Service, open the online help
file called qaaws.chm under Query as a Web Service Installation directory.
For example, C:\Program Files\Business Objects\BusinessObjects
Enterprise 12.0\Query As A Web Service\Help.
Full documentation updates will be available for the final release of the
product. The current version of the Query as a Web Service Guide
corresponds to the previous release.
Voyager
In this release, Voyager provides new functionality as detailed below:
Usability enhancements
Improvements have been made to several areas of Voyager's functionality:
• Right-click Member Selector options.
• Move component position.
• Maximize / minimize a component in the workspace.
• Selection dialog in the measures selection.
Desktop Intelligence
New features in Desktop Intelligence are detailed below.
Send to Users
In Business Objects XI Release 2, users could send Desktop Intelligence to
other users only via the InfoView portal.
Auditing
Administrators can audit activity performed by users on Desktop Intelligence
(.rep) documents via the InfoView portal and Desktop Intelligence in 2-tier
and 3-tier mode.
Publishing enhancements
When publishing Desktop Intelligence documents, users can now publish
multiple documents instead of only one, select multiple recipients, and select
multiple output formats.
Universe Designer
Here are the enhancements provided for BusinessObjects Enterprise XI 3.0:
Multilingual Universes
Thanks to the Universal Translation Manager, you can now create universes
for multilingual users. Designers create universes in their native language
and then once translations are available, users in other countries or locales,
may view the same universe in their preferred viewing language. Translations
of the universe metadata are stored within the universe file and made
available for reporting in Web Intelligence.
For more information and to get started using the Universal Translation
Manager with universes, see the Universal Translation Manager online help
and Universal Translation Manager User's Guide.
Universe Builder
DB2 Cube Views 8.2 support
Universe Builder now supports the creation and update of universes from
DB2 Cube Views version 8.2 .
You can also export a universe to DB2 Cube Views version 8.2 format.
DB2 Cube Views 8.2 is listed in the create, update, and export lists available
in the Metadata Exchange wizard.
Check Integrity
The Check Integrity option validates the definition of dimensions, measures,
details, and pre-defined conditions in the OLAP universe. The option checks
both generated objects and objects added manually. Check Integrity parses
XML and MDX syntax, and validates objects referenced in the functions
@Prompt, @Select, @Variable, and @Where.
Calculated measures
You can create calculated measures in OLAP universes based on SAP BW
and MSAS data sources. Calculated measures in OLAP universes restrict
queries in the same way definitions on the measure object do in non-OLAP
universes. For calculated measures, you define the restriction using MDX
functions embedded in XML tags rather than using SQL.
Pre-defined conditions
You can create pre-defined conditions in all OLAP universes. They are similar
to pre-defined conditions in non-OLAP universes except that you define the
WHERE clause using XML tags rather than SQL.
Optional prompts
In OLAP universes, you can define a prompt as optional. SAP BW optional
variables are generated in the universe as filters with optional prompts.
Index Awareness
All OLAP universe objects are generated with Index Awareness. If there are
duplicate values in a hierarchy for an object, Index Awareness eliminates
inconsistency in the List of Values. For example, say that Paris occurs twice
in the hierarchy, once under the parent France and once under the parent
Texas. If the user selects Paris under France, only rows for Paris, France
are returned.
Mandatory filters
Mandatory filters are hidden in the universe. They are triggered when a user
selects the associated object in the Query Panel in Web Intelligence.
Examples of the use of a mandatory filter are:
• Verify the Login entered by a user with a Login stored in a table.
• Limit the use of a universe to the hours between 9 am and 6 pm.
• Limit the query to sales information for a particular period entered by the
user.
All SAP BW variables are generated as mandatory filters in the universe.
Data Access
The Data Access component provides new functionality detailed below.
To get started with developing a data access driver for a data source for
which there is no existing driver, refer to the Data Access Developer's Guide.
To get started with developing a JavaBean driver, refer to the Data Access
Developer's Guide.
7
7 Documentation available with BusinessObjects XI 3.0
All products have integrated online help accessible either through the Help
menu, the Help button, or by pressing F1 from within the application. In
addition there are over 50 guides available on our online support website in
HTML or Adobe PDF format. The online support website contains the most
complete and up-to-date information as it is updated regularly with new
information and best practices.
Here is the complete list of guides that will be published on the public product
documentation website in all supported languages as soon as they become
available: http://support.businessobjects.com/documentation/.
Overview documentation
• What's New in BusinessObjects XI 3.0
• Business Objects XI 3.0 Release Notes
• Error Messages Explained with more than 250 newly documented errors
• Error Messages Guide now available online: http://errorguide.businessob
jects.com
A
A Get More Help
http://support.businessobjects.com/documentation/product_guides/
http://www.businessobjects.com/support/
For more information, contact your local sales office, or contact us at:
http://www.businessobjects.com/services/consulting/
http://www.businessobjects.com/services/training
mailto:documentation@businessobjects.com
Note: If your issue concerns a Business Objects product and not the
documentation, please contact our Customer Support experts. For information
about Customer Support visit: http://www.businessobjects.com/support/.
B L
BOE Live Office
new features 22 new features 26
BusinessObjects
see Desktop Intelligence 39
BusinessObjects Enterprise
M
new features 22 metadata
multi-lingual 25
C multi-lingual
universes 25
Crystal Reports 2008
what's new 29
O
D OLAP reporting
new features 36
Dashboards Outlook
new features 37 Live Office support 26
DB2 Cube Views
Universe Builder 41
Designer
Q
new features 39 Query as a Web Service
Desktop Intelligence new features 34
new features 39
R
E
report prompts
Enterprise multi-lingual 25
new features 22
T V
Translation Manager Voyager
new product 25 new features 36
U W
Universe Builder Web Intelligence
new features 41 accessing with InfoView 26
Universe Designer functions 26
new features 39 multi-lingual support 26
universes Rich Client 26
multi-lingual 25 smart measures 26
Web Service
queries 34