BO_XI 3.0 Administration and Security_v1.0

7/27/2019 BO_XI 3.0 Administration and Security_v1.0

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23 October, 2013Doc Created By: Capgemini BO CoE, Mumbai

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BusinessObjects Enterprise XI 3.1

Administration and Security

Version 1.0


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BO XI 3.1 Administration and Security

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Audience

Administrators, architects and technical leads who are

new to BusinessObjects Enterprise and will be

responsible for maintaining BusinessObjects Enterprise

users, groups, and objects


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Prerequisites

Prior experience of BusinessObjects tool or similar

OLAP technology

Prior version Business Objects v6.5/XI R2 administration

experience will be an added advantage


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Objective

Reader understand the architecture of Business Objects

Enterprise product

Reader is able to perform administration tasks tasks in

the Central Management Console (CMC) and CCM

(Central Configuration Manager)

Reader understands Content & User management and

its apply security features


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Content

What is BusinessObjects Enterprise ?

BusinessObjects Enterprise XI Product Suite

Business Objects Enterprise XI Architecture

Business Objects Enterprise XI Infrastructure

Web/Desktop Intelligence Architecture

CMS database

Managing and Configuring Servers

Central Management Console (CMC)

Managing Licenses

Server Services Server Status

(continued)


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Content

Server Intelligence Agent (SIA)

Server Nodes

Viewing and changing the status of Servers

Cloning servers

Managing Users and Groups

Setting Rights -How rights work

Managing Auditing

Managing Profiles

Backing up server configuration settings

Restore server configuration settings Federation


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What is BusinessObjects Enterprise ?

BusinessObjects Enterprise XI is the business intelligence platformthat supports the entire range of performance management,reporting, querying and analysis applications. It also providesindustry-standard, proven architecture and platform support forsemantic layers, data integration, and security.

BusinessObjects Enterprise XI provides full web-basedadministration and configuration of the entire system.

BusinessObjects Enterprise XI brings together features from acrossthe Business Objects product line to meet your evolving reporting

needs, from using Web Intelligence anywhere to improving CrystalReports interactivity and personalization


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Business Objects Enterprise XI product suite

Data Integrator

Composer

Metadata Manager

Data Federator

Data Quality

Data Insight

Web Intelligence

Rich WebI (offline)

Desktop

Intelligence

Crystal Reports

Crystal Reports

Server

Performance Management

Analytic applications

Planning applications

Set Analysis

Predictive Analysis

Crystal Xcelsius

Voyager

BOE Professional

BOE Premium

Add ons

- Live Office

- Publishing

- Auditing


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Five Tiers Architecture:

Client: web browser and rich

clients

Application: Java web

application servers and tools

Intelligence: system server

processes

Processing: data analysis andreport generation

Data: source repositories

Business Objects Enterprise XI Architecture


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CLIENT TIER

Browser-Based Application

Infoview

Central Management Console

Central Configuration Manager

Publishing Wizard

Import WizardTranslation Manager

Software Inventory Toll

Universe Designer

Universe Builder

Information Designer

Desktop IntelligenceBusiness View Manager

Report Conversion Tool

Query as a Web Service

Packaged Applications

Data Source Migration Wizard

Universe Connection Manager

Repository Diagnostic ToolWeb Intelligence Rich Client

APPLICATION TIER

Web Logic

Oracle

Websphere

Tomcat

Sun Java

JBoss

Packaged ApplicationsWeb Application Servers

Voyager

wDeploy Tool

Crystal Reports Explorer

BusinessObjects Enterprise Web Services


INTELLIGENCE TIER

Central Management

Server

Input/Output

File Repository Servers

Event Server

Crystal Reports Cache Server

Desktop Intelligence Cache Server

Cache Servers

PROCESSING TIER

Adaptive Job Server

Crystal Reports Job Server

Desktop Intelligence Job Server

List of Values Job Server

Destination Job Server

Program Job Server

Adaptive Processing ServerCrystal Reports Processing Server

Report Application Server

Desktop Intelligence Processing Server

Processing ServersJob Servers Web Intelligence Processing Server

Multi Dimensional Analysis Server

Performance Management Servers

Connection Server

DATA TIER

OLAPSAP BW, SQL, Essbase

RELATIONALODBC, OLE DB, Native

OTHERSXML, ERP, CRM,COM

Business Objects Enterprise XI Infrastructure


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Web/Desktop Intelligence Architecture

(CMS Database)

(Tomcat)

(tools) (Data Warehouse)

(Infoview)


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CMS database

CMS stands for Central Management Server

Stores the following -

Users created by the Administrator

Universes created by the Designer

Documents sent by users so that other users canretrieve and view them.

Enforces security - Users access rights to view the different

components like universes, documents, etc.

Every user login is first validated against the CMS database.


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Managing and Configuring Servers

BusinessObjects Enterprise includes two key administrative tools that allow

you to view and to modify a variety of server settings:

Central Configuration Manager (CCM)



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Central Configuration Manager(CCM)

The CCM (Central Configuration Manager) is a server troubleshooting

and node configuration tool provided in two forms. In a Microsoft

Windows environment, the CCM allows you to manage local and remote

servers through its graphical user interface (GUI) or from a command

line. In a UNIX environment, the CCM shell script (ccm.sh) allows you to

manage servers from the command-line.

Note:Most server management tasks are now handled through the CMC, not in the CCM. The

CCM was the primary tool for server management in previous versions, but the CCM is

now used only for troubleshooting and node configuration.

The CCM is now used primarily for node configuration, and for troubleshooting when you

cannot access the CMC. For example, if you need to reconfigure the CMS and do not have

access to the CMC, you can click Manage Servers in the CCM to log in and view all servers

in your deployment.


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To log on to the CMC from your browser

URL: http://webserver:8080/CmcApp/

To log on to the CMC fromOn Windows

Start > Programs > BusinessObjectsXI 3.0 > BusinessObjects Enterprise >

BusinessObjects Enterprise Central Management Console

1. Type the name of your Central Management Server (CMS) in the System field.

2.Type yourUser Name and Password

3. Select Enterprise in the Authentication Type list

4. Click Log On.

The CMC Home page appears
http://webserver:8080/CmcApp/http://webserver:8080/CmcApp/http://webserver:8080/CmcApp/http://webserver:8080/CmcApp/http://webserver:8080/CmcApp/http://webserver:8080/CmcApp/


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The Central

Management Console

(CMC) is a web-based

tool which offers a

single interface

through which you canperform almost every

day-to-day

administrative task,

including user

management, content

management, andserver management.


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To set the console preference

1. Log on to the CMC and click Preferences in the upper-right corner of the

CMC.

2. Set the preference as required.

The Web Intelligence, Desktop Intelligence, Crystal Reports, Dashboard

and Analytics, and Change Password preferences work exactly the waythey do in InfoView, though they affect the behavior of objects in the CMC

as well. For a full explanation of those settings, refer to Setting

Preferences in the BusinessObjects Enterprise InfoView User's Guide.

3. Click OK.

Making initial security settingsAs part of the installation, BusinessObjects Enterprise creates an

Administrator account and a Guest account that do not have passwords

change the Administrator password

Note: If you disable the Guest account, you also disable the anonymous

single sign-on functionality of BusinessObjects Enterprise.


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Managing Licenses

The License Keys area identifies the number of concurrent, named, and

processor licenses associated with each key.

To view license information

1. Go to the License Keys management area of the CMC.

2. Select a license key.

The details associated with the key appear in the Licensing Information

area.


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Managing Licenses

To add a license key

1. Go to the License Keys management area of the CMC.

2. Type the key in the Add Key field.

Note: Key codes are case-sensitive.3. Click Add.

The key is added to the list.

To view current account activity

1. Go to the Settings management area of the CMC.2. Click View global system metrics.

This section displays current license usage, along with additional job

metrics.


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Managing Licenses


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Server Services

Core Services

Crystal Reports Desktop Intelligence


Voyager

Web Intelligence

Service categories are divided into core BusinessObjects Enterprise

services and services associated with specific Business Objects

components.


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Server Status

Initializing

Starting

Running

Stopped

Stopping

Server Status displays the servers according to their current status. This

is a valuable tool for checking to see which of your servers are running or

stopped. If you are experiencing slow performance on the system, for

example, you can use the Server Status list to quickly determine if any of

your servers are in an abnormal state. Possible server states include the

following:

Failed

Enabled

Disabled

Waiting for resources


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Server Services & Server Status


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Server Intelligence Agent (SIA)

Server Intelligence Agent (SIA) manages Server Intelligence, the component

that processes the server management tasks. Server Intelligence is the

underlying server management architecture that simplifies the administration

and deployment of BusinessObjects Enterprise servers and services.

An SIA is deployed on each node within your BusinessObjects Enterprisedeployment. A node is a collection of BusinessObjects Enterprise servers,

running on the same host and managed by a single SIA.

it also monitors potential problems and automatically restarts servers that

have shut down unexpectedly

When you change a server's settings or add a new server in the CMC, theCMS notifies the SIA, and the SIA performs the task

It automatically configured during installation, but you can change

these default settings through the CCM


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Server Nodes*

A node is a collection of BusinessObjects Enterprise servers, all running on

the same host and managed by a single Server Intelligence Agent (SIA).

Nodes are a new feature in this version of BusinessObjects Enterprise.

In previous versions, servers were associated with a particular machine. Nowthat servers are organized by node, it is much easier to transfer servers and

configuration settings between machines. You can also have multiple nodes

on a single host.

For example, if you want to be able to start and stop the CMS without

affecting other servers, you'll want to store it on a separate node

* New in Business Objects Enterprise 3.0

BO XI 3 1 Ad i i i d S i


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Server Nodes

BO XI 3 1 Ad i i t ti d S it


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Viewing and changing the status of Servers

1. Go to the "Servers" management area of the CMC.

The Servers List includes a State column that provides the status for

each server in the list.

2. If you want to view a list of all of the servers that currently have a particular

status, expand the Server Status option in the navigation tree and select

the status you want.A list of servers with the selected status appears in the Details pane.

Starting, stopping, and restarting servers

Tip: When you stop (or restart) a server, you terminate the server's process,

thereby stopping the server completely. If you want to prevent a server fromreceiving requests without actually stopping the server process, you can also

disable servers. We recommend that you disable servers before stopping

them so that they can finish processing any jobs they have in progress



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Cloning servers*

BusinessObjects Enterprise XI 3.0 now allows you to clone servers. In

previous versions of BusinessObjects Enterprise, you had to create a new

server instance and then configure all of the settings for that server.

Now, if you want to add a new server instance, you can clone a copy of anexisting server. The cloned server retains the configuration settings of the

original server. This can be particularly useful if you are expanding your

deployment and want to create new server instances that use almost all of

the same server configuration settings as an existing server

* New in Business Objects Enterprise 3.0



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User/Account managementUser/Account management can be thought of as all of the

tasks related to creating, mapping, changing, and organizing user and group information

Default user accounts:

Administrator - This user belongs to the Administrators and Everyone groups. An

administrator can perform all tasks in all BusinessObjects Enterprise applications (forexample, the CMC, CCM, Publishing Wizard, and InfoView).

Guest - This user belongs to the Everyone group. This account is enabled by

default, and is not assigned a password by the system. If you assign it a password, the

single sign-on to InfoView will be broken.

BO XI 3 1 Administration and Security


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Managing Users and GroupsGroup management - Groups are collections of users who share the same account

privileges; therefore, you may create groups that are based on department, role, or location.Groups enable you to change the rights for users in one place (a group) instead of

modifying the rights for each user account individually.

Default Group Accounts:

Administrators

By default, the Administrators group contains only the Administrator user.

Everyone

Each user is a member of the Everyone group

Report Conversion Tool Users

Members of this group have accessto the Report Conversion Tool application.

Universe Designer Users

Users who belong to this group are granted access to the Universe Designerfolder and

the Connections folder. They can control who has access rights to the Designer

application. You must add users to this group as needed. By default, no user belongs to this

group.



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Managing Users and GroupsAvailable authentication types:

Enterprise Use the system default Enterprise Authentication 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.

Windows NT If you are working in a Windows NT environment, you can use existing

NT user accounts and groups in BusinessObjects Enterprise. When you map NT accounts to

BusinessObjects Enterprise, users are able to log on to BusinessObjects Enterprise

applications with their NT user name and password.

LDAP If you set up an LDAP directory server, you can use existing LDAP user accounts and

groups in BusinessObjects Enterprise. When you map LDAP accounts to BusinessObjects

Enterprise, users are able to access BusinessObjects Enterprise applications with their LDAPuser name and password.

Windows AD If you are working in a Windows 2000 environment, you can use existing AD

user accounts and groups in BusinessObjects Enterprise. When you map AD accounts to

BusinessObjects Enterprise, users are able to log on to BusinessObjects Enterprise

applications with their AD user name and password.



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Managing Users and GroupsCreating a new user

1. Go to the "Users and Groups" management area of the CMC.

2. On the Manage menu, point to New and click New User. The "New User" dialog box

appears.

3. Select Enterprise from the Authentication Type list.

4. Type the account name, full name, email, and description information.Tip: Use the description area to include extra information about the user or account.

5. Specify the password information and settings.6. Select the connection type.

Choose Concurrent Userif this user belongs to a license agreement that states the

number of users allowed to be connected at one time.

Choose Named Userif this user belongs to a license agreement that associates a specific

user with a license. Named user licenses are useful for people who require access to

BusinessObjects Enterprise regardless of the number of other people who are currently

connected.

7. Click Save & Close.

Note : When a user logs off their web session on BusinsessObjects Enterprise by navigating to a non-BusinessObjects

Enterprise page or closing their web browser, their Enterprise session is not logged off and they still hold a license. The

Enterprise session will time out after approximately 24 hours. To end the user's Enterprise session and free the license for

use by others, the user must log out of BusinessObjects Enterprise



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Managing Aliases

If a user has multiple accounts in BusinessObjects Enterprise, you can link the accounts using

the Assign Alias feature. This is useful when a user has a third-party account that is mapped to

Enterprise and an Enterprise account. By assigning an alias to the user, the user can log on

using either a third-party user name and password or an Enterprise user name and password.

Thus, an alias enables a user to log on via more than one authentication type.

1. Go to the "Users and Groups" management area of the CMC.

2. Select the user that you want to add an alias to.

3. On the Manage menu, click Properties.

The "Properties" dialog box appears.

4. Click New Alias.

5. Select the authentication type.

6. Type in the account name for the user.

7. Click Update.8. Click Save & Close to exit the "Properties" dialog box.

Note: For the system to create the third-party alias, the following criteria must be met:

The authentication tool needs to have been enabled in CMC.

The format of the account name must agree with the format required for the authentication type.

The user account must exist in the third-party authentication tool, and it must belong to a group that is mapped to

BusinessObjects Enterprise.



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Rights are the base units for controlling user access to the objects, users,

applications, servers, and other features in BusinessObjects Enterprise. They

play an important role in securing the system by specifying the individual

actions that users can perform on objects.

It is important to note that rights are set on objects and folders rather than

on the who access them. For example, to

give a manager access to a particular folder, in the "Folders" area, you addthe manager to the access control list for the Folder. You cannot give the manager access by

configuring the manager's rights settings in the "Users and Groups" area

Each right on an object can be granted, denied, orunspecified.

Denial based security model , which means

- if a right is left unspecified, the right is denied.

- if settings result in a right being both granted and denied to a user or group, the right is

denied

principals (the users and groups)



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Exception Rule If a right is explicitly set on a child object that contradicts the rightsinherited from the parent object, the right set on the child object overrides the inherited

rights.

which means -If a user is explicitly granted a right that the user's group is denied, the right

set on the user overrides the inherited rights and vice versa.

Access levels

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.

BusinessObjects Enterprise comes with Predefined access levelsThese predefined access levels are based on a model of increasing rights:

Beginning with View and ending with Full Control, each access level builds

upon the rights granted by the previous level.




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Predefined access levels:

View If set on the folder level, a principal can view the folder, objects within the folder, and

each object's generated instances. If set at the object level, a principal can view the object,

its history, and its generated instances

ScheduleA principal can generate instances by scheduling an object to run against a

specified data source once or on a recurring basis. The principal can view, delete, and

pause the scheduling of instances that they own. They can also schedule to different

formats and destinations, set parameters and database logon information, choose servers

to process jobs, add contents to the folder, and copy the object or folder. (plus View access

level rights)

View On DemandA principal can refresh data on demand against a data source. (plusSchedule access level rights)

Full ControlA principal has full administrative control of the object



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Setting Rights -How rights workInheritance - BusinessObjects Enterprise recognizes two types of inheritance:

Group inheritance

Group inheritance allows principals to inherit rights as the result of group

membership. Group inheritance proves especially useful when you organize

all of your users into groups that coincide with your organization's current

security conventions.

Folder inheritance

Folder inheritance allows principals to inherit any rights that they have been

granted on an object's parent folder. Folder inheritance proves especially

useful when you organize BusinessObjects Enterprise content into a folder hierarchy that

reflects your organization's current security conventions

Exception In general, the rights that are set on child objects override the rights that are set on parent objects.

In general, the rights that are set on subgroups or members of groups override the rights that are set on

groups.

Note: You can break the Inheritance but when inheritance is broken, it is broken for all rights; it is not

possible to turn off inheritance for some rights but not for others.



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Setting RightsBest Practices

Use access levels wherever possible. These predefined sets of rights simplifyadministration by grouping together rights associated with common user needs

Set rights and access levels on top-level folders. Enabling inheritance will allow these

rights to be passed down through the system with minimal administrative intervention

Avoid breaking inheritance whenever possible. By doing so, you can reduce the amount

of time it takes to secure the content that you have added

Set appropriate rights for users and groups at the folder level, then publish objects to that

folder. By default, users or groups who have rights to a folder will inherit the same rights for

any object that you subsequently publish to that folder

Organize users into user groups, assign access levels and rights to the entire group, andassign access levels and rights to specific members when necessary

Create individual Administrator accounts for each administrator in the system and add

them to the Administrators group to improve accountability for system changes



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Managing Auditing

Auditing allows you to keep a record of significant events on BusinessObjects

Enterprise servers. These records give you a picture of what information is being accessed,

how it's being accessed, and who is looking at it.

The Central Management Server (CMS) acts as the system auditor and is responsible for

collecting events and writing them to the auditing database. When an audited event is

triggered, the server responsible will generate a record and store it in a local temporary fileand then at regular interval it writes the data to the auditing database.

Tip: While the audit database can exist as part of the system database, it is

recommended that it be kept separate, to minimize the impact on system

performance due to the constantly growing size of the database.



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Managing Auditing

Server auditing: This includes any automated operations that take placeon a server.

1.An auditable event is performed by the server.

2. The CMS-Auditee writes events in a temp file.

3. CMS-Auditor polls CMS-Auditee periodically (every five minutes by default ), and requests

a batch of auditing events, (up to 200 by default).4. The CMS-Auditee retrieves the temp files.

5. The CMS-Auditee transmits the events to the CMS-Auditor.

6. CMS-Auditor writes events to the auditing database, and the CMS-Auditee then deletes

the events from temp files.



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Managing AuditingClient logon auditing for clients connecting through CORBA: This includes

applications such as Desktop Intelligence or Web Intelligence Rich Client.

1. The client connects to CMS-Auditee. The client provides its IP address and machine

name, which the auditee then verifies.

2. The CMS-Auditee writes events in a temp file.

3. CMS-Auditor polls CMS-Auditee periodically (every five minutes by default ), andrequests a batch of auditing events, (up to 200 by default ).

4. The CMS-Auditee retrieves the temp files.

5. The CMS-Auditee transmits the events to the CMS-Auditor.

6. CMS-Auditor writes events to the auditing database, and the CMS-Auditee then deletes

the events from temp files.



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Managing AuditingClient logon auditing for clients connecting through HTTP: This includes

online applications such as Infoview, Central Management Console, DesktopIntelligence ZABO client, Web Intelligence Rich Client etc.

1. The browser connects to the web application server.

2. The web application server returns main logon page.

3. The logon data is submitted to the web application server

5. The CMS-auditee writes events in a temp file.

6. CMS-Auditor polls CMS-auditee periodically (every five

minutes by default ) and requests a batch of auditing events

(up to 200 by default).

7. The CMS-Auditee retrieves the temp files.

8. CMS-Auditee sends events to the CMS-Auditor.

9. CMS-Auditor writes events to the auditing database. CMS-

Auditee deletes events from the temp files.



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Managing Profiles

Profiles are objects in the BusinessObjects Enterprise system that let you classify users andgroups. Profiles link users and groups to profile values, which are values used to personalize

data within a report. Often profiles reflect the roles of users and groups in an organizational

structure. For example, you could have a Department profile that includes all employees in an

organization. have a Department profile that includes all employees in an organization. The

users and groups each have profile values that reflect their roles in the organization (for

example, Finance, Sales, and Marketing). When a publisher applies the Department

profile to a publication, the employees receive data that is relevant to their department.

Profiles do not control users' access to data. Profiles are used to refine or filter a document's

content.



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Backing up server configuration settings

The Import Wizard lets you to back up your server configuration settings to

a BIAR file, and then use that Business Intelligence Archive Resource (BIAR) to

restore those settings at a later date.

1. Specify the BusinessObjects Enterprise XI 3.0 system as the source

environment.

2. Specify Business Intelligence Archive Resource (BIAR) File as thedestination environment.

3. On the "Select objects to import" screen, select Export server

configuration, and click Next until the "Ready to Import" screen appears.

4. On the "Ready to Import" screen, click Finish to start the import.

The "Import Progress" screen appears. After the import is complete, the

dialog box displays a summary of the import.5. Click Done to close the Import Wizard.



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Restore server configuration settings

Note:

Before you restore the server configuration settings from a BIAR file, you

should first backup your existing configuration.

Do not restore server configuration settings from a Windows deployment

to a UNIX deployment or from a UNIX deployment on a Windows

deployment.

1.Specify the BIAR file that contains the server configuration settings that

you want to import as the source environment.

2. Specify your BusinessObjects Enterprise XI 3.0 system as the destination

environment.

3. On the "Select objects to import" screen, select Restore Full Cluster

Server Configuration, and click Next.



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Restore server configuration settings

4. On the "Import Scenarios" screen, specify what you want the Import Wizard to do if

it finds an object with the same unique identifier on the destination environment.

Update the destination object, in case of name conflict, rename it.

Update the destination object, in case of name conflict, do not rename it.

Do not import the object

5. On the "Incremental import" screen, select whether you want to overwrite object

contents or overwrite right contents.6. Click Next until the "Ready to Import" screen appears.

7. On the "Ready to Import" screen, click Finish.

The "Import Progress" screen appears. After the import is complete, the screen

displays a summary of the import.

8. Click Done to close the Import Wizard.



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Federation

Federation is a new feature available on the CMC in BusinessObjectsEnterprise. It is an important cross-site replication tool for working with multiple

BusinessObjects Enterprise deployments in a global environment.

Content can be created and managed from one BusinessObjects Enterprise

deployment and replicated to other BusinessObjects Enterprise deployments

across geographical sites on a recurring schedule. You can complete both

one-way replication and two-way replication jobs.

The benefits of Federation include the ability to:

Reduce network traffic

Create and manage content from a single site

Increase performance for end users



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FederationWhen you replicate content using Federation, you can:

Simplify administration needs for multiple deployments Provide a consistent rights policy across multiple offices for global organizations

Obtain information faster and process reports at remote sites where data resides

Save time by retrieving local and dispersed data faster

Synchronize content from multiple deployments without writing custom code

The following scenarios highlight two examples of how your organization

can use Federation.

Scenario 1: Retail (centralized design)

ACME store wants to send a monthly sales report to the different store locations using the

one-way replication method. The administrator at the Origin site creates a report, which

administrators at each Destination site replicate and run against that store's database.

Scenario 2: Remote Schedule (distributed access)

The data is at the Origin site. Pending Replication Jobs are sent to the Origin site to run.Completed Replication Jobs are then sent back to the Destination sites for viewing. For

example, the data for a report may not be available on the Destination site, but the user

can set the reports to run on the Origin site before the completed report is sent back to the

Destination site.



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Thank You

Author: Rinkle Basumatary

Email: [email protected]
mailto:[email protected]:[email protected]