Release Notes SAP BusinessObjects Strategy … Notes SAP BusinessObjects Strategy Management 7.5 Target Audience Technical Consultants System Administrators Strategy Management Administrators

Release NotesSAP BusinessObjects Strategy Management 7.5

Target AudienceTechnical ConsultantsSystem AdministratorsStrategy Management AdministratorsUsers

PUBLICDocument version: 5.1 – 01/28/2010

SAP BusinessObjects Strategy Management Release Notes 2

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SAP BusinessObjects Strategy Management 7.5 Release Notes....................6Installation (Changed) ..................................................................................6Language Availability (New).........................................................................7Integration with SAP Systems (Enhanced)...................................................7

Integration with SAP BusinessObjects Single Sign On (New) ..................7RFC BAPI Support for SAP NetWeaver BI Connector (New) ...................8CVOM Charting (New)..............................................................................8User Management with SAP BusinessObjects Enterprise (New) .............9Oracle Database Support for Application Data (New)...............................9Providing Application Server Data for Other Systems ............................10SAP BusinessObjects Strategy Management ODBO Provider ...............10Query as a Web Service Integration (New).............................................11Integration with Crystal Reports (New) ...................................................11Integration with Xcelsius Dashboards (New) ..........................................12Integration with Voyager (New)...............................................................12Integration with WebI (New)....................................................................13

Configuration (Enhanced) ..........................................................................14Additional Configurations (New) .............................................................16Client Configurations (Enhanced) ...........................................................17HelpLocation Java System Property (New) ............................................17Support of Internet Explorer 8 Browser (Enhanced) ...............................18Specifying which Charting Package to Use (Enhanced).........................18Logging Administrator Comments (New) ................................................18IBM DB2 Support for SAP NetWeaver CE System Database.................19

Administration (New) ..................................................................................19Transporter (Enhanced) .........................................................................20

Strategy Management Application..............................................................20General...................................................................................................21

Terminology Changes (Changed) .......................................................21New Context Map Functionality (New) ................................................22Bookmarking a View as a URL............................................................22Below the Horizon Indicators (Enhanced) ...........................................23Redesigned Preferences Dialog Box (Enhanced) ...............................23Preference Setting for the Context Map as a Starting Page (New) .....23Preference Setting for a Default Scorecard View (New)......................24Exporting Views ..................................................................................24

Operational Reviews...............................................................................25Copying an Operational Review (New) ...............................................25Importing PDFs into Operational Reviews (New) ................................25Grid Lines in an Operational Review (New) ........................................26

Strategy ..................................................................................................26Information Boxes (Enhanced)............................................................26

Initiatives.................................................................................................27Default % Complete Value (Changed) ................................................27Including Grid Lines in a Printed or Mailed Report (New)....................27Selection of Views in Prioritization Matrix (New) .................................28

Scorecard ...............................................................................................28Periods of Actual and Target Data (Enhanced)...................................28Chart Settings (Enhanced) ..................................................................29


Comparing Scorecards Across Multiple Contexts (New).....................29KPI Tab Changed to Scorecard Overviews Tab (Enhanced) ..............29Including Grid Lines in a Printed or Mailed Report (New)....................30

Home ......................................................................................................30Default Panel Layout (New) ................................................................30Customizable Panel Layout (New) ......................................................31External Content and Links in a Panel (New)......................................31Alerts Maintenance (Enhanced) ..........................................................32Alerts Sorting (New) ............................................................................32Link Between Alerts and Related Component (New) ..........................32

Administrator ..............................................................................................33Context Management (Enhanced) ..........................................................33Context Map Views (New) ......................................................................34User Searches for Application Groups....................................................34Setting the Thousand and Decimal Separator for the Application (New) 35Scorecard Default Settings (Enhanced)..................................................35Application Default Settings (Enhanced) ................................................35System Defaults Settings........................................................................36Connectors Section (New)......................................................................36GRC Tool (Changed)..............................................................................37Home Page Configuration (New) ............................................................37Temporary Owners (New).......................................................................38Refreshing the Scorecard Status (Enhanced).........................................38Scheduler................................................................................................39

Scheduling a Task to Update User Responsibilities (New) .................39Scheduling a Task to Synchronize User Tables (New) .......................40Scheduling a Task to Restart PIP Sessions (New) .............................40Scheduling a Task to Calculate Initiative Status (New) .......................40

Detailed Approval Log in Entry and Approval (New)...............................41Deleting Obsolete Items (New) ...............................................................41Controlling the Display of the Export Link (New).....................................42

Application Server ......................................................................................42Service Name (Changed) .......................................................................42Resetting Passwords (New)....................................................................43Leaving the Access Subsystem and Retaining a Connection (Enhanced)................................................................................................................43Exhibiting all Dimension Level Names (Enhanced) ................................44Support for More Character Sets (Enhanced).........................................44Byte Order Mark on UTF8 Output Files (New)........................................45Multiple Counting of Members with Multiple Parents (Enhanced)...........45

Interactive Publisher (Changed).................................................................47Name of Listener (Changed)...................................................................47Java (JPIP) Version of Interactive Publisher...........................................47NamedQuery JSP Tag (New) .................................................................49

Excel Add-In (Changed) .............................................................................49External Data Loader (New).......................................................................49


SAP BusinessObjects Strategy Management 7.5Release NotesTechnical Data

Product Version 7.5 SP01

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Country Relevance Valid for all countries

These release notes describe the new features, changes, and enhancements in SAPBusinessObjects Strategy Management 7.5.

Installation (Changed)Technical Data


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The installation for SAP BusinessObjects Strategy Management has changed in thefollowing ways from release 7.0 to 7.5:

The default installation location is now \Program Files (x86)\SAP

BusinessObjects\Strategy Management. Previously, it was \ProgramFiles (x86)\SAP\SSM.

Interactive Publisher now automatically installs Microsoft Soap if it detectsthat Soap is not already installed. Previously, you needed to download andinstall Microsoft Soap if the Interactive Publisher installation detected that youdo not have it installed.

The strategy management installation now has CVOM embedded so that youcan allow charts to display using that charting package instead of IGS. Youcontrol which package to use using the Graphic.Source Java SystemProperty in SAP NetWeaver Administrator. The default is IGS and thestrategy management application uses charting generated by SAP IGS.


Language Availability (New)Technical Data


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The strategy management application is now available in the following languages:Czech, Slovakian, Hungarian, and Hebrew.

Integration with SAP Systems (Enhanced)Technical Data


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This section describes the integration of SAP BusinessObjects Strategy Managementwith other SAP systems.

Integration with SAP BusinessObjects Single Sign On(New)Technical Data

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The strategy management application is now integrated into the SAP BusinessObjectsSingle Sign On environment by utilizing the standard authentication and usermanagement facility provided by the SAP BusinessObjects Enterprise platform.


RFC BAPI Support for SAP NetWeaver BI Connector(New)Technical Data

Product Version 7.5 Sp01

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The SAP NetWeaver BI Connector now uses RFC BAPI instead of ODBO drivers.For information, see the Configuration Guide for SAP BusinessObjects StrategyManagement on the SAP Service Marketplace.

CVOM Charting (New)Technical Data


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CVOM is now embedded into the strategy management installation and can be usedfor charting instead of SAP Internet Graphics Services (IGS). By default, the systemis set up to use IGS. Use the Graphic.Source Java System Property for the strategymanagement application to specify whether to use CVOM or IGS.

For information about the Graphic.Source Java System Property, see theConfiguration Help for SAP BusinessObjects Strategy Management on SAP ServiceMarketplace at http://service.sap.com/instguidescpm-stm SAP BusinessObjectsStrategy Management .

http://service.sap.com/instguidescpm-stm


User Management with SAP BusinessObjectsEnterprise (New)Technical Data


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You can now use either SAP BusinessObjects XI or the SAP BusinessObjects UserManagement to manage strategy management users. Previously, you could only useSAP NetWeaver UME.

For information about setting up strategy management with a user managementsystem, see the Installation Guide for SAP BusinessObjects Strategy Management onSAP Service Marketplace at http://service.sap.com/instguidescpm-stm SAPBusinessObjects Strategy Management .

Oracle Database Support for Application Data (New)Technical Data


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Application data can now be stored in an Oracle database, in addition to MaxDB orSQL Server.

For information, see the Installation Guide for SAP BusinessObjects StrategyManagement on SAP Service Marketplace at http://service.sap.com/instguidescpm-stm SAP BusinessObjects Strategy Management .


http://service.sap.com/instguidescpm-


Providing Application Server Data for Other SystemsTechnical Data


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You can use the CubeService Web Service API to extract data from the strategymanagement application to another SAP system. The CubeService Web Service isdeployed in SAP NetWeaver CE. You access the strategy management Web ServiceDescription Language (WSDL) using the following URL in a browser window:http://<nwce_server>:<port>/strategy/CubeServiceService?wsdl=sap_wsdl

The Web service authentication is handled by SAP NetWeaver and is set to Basicauthentication and requires a username and password. SAP Systems can obtainApplication Server data including dimensions, members, hierarchies, measures andTime.

For information, see the Server Configuration Help for SAP BusinessObjects StrategyManagement located on SAP Service Marketplace athttp://service.sap.com/instguidescpm-stm SAP BusinessObjects StrategyManagement.

SAP BusinessObjects Strategy Management ODBOProviderTechnical Data


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Use the new Strategy Management ODBO Provider if you want to display strategymanagement data in Voyager, WebI, or Crystal Reports. If you use more than one ofthese systems, you only need to install and register the DLLs once.

During the Interactive Publisher installation, the \Program files (x86)\SAP

BusinessObjects\Strategy Management\InternetPub\ODBOProvider directoryis created. It contains the two DLLs needed to run the Strategy Management ODBOProvider, and two bat files to register and unregister the DLLs.




Query as a Web Service Integration (New)Technical Data


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You can now make the strategy management data available for Crystal Reports usingQuery As A Web Service (QaaWS). (Optionally, you can use the strategymanagement ODBO Provider instead of QaaWS).

For information, see the Configuration Help for SAP BusinessObjects StrategyManagement on SAP Service Marketplace at http://service.sap.com/instguidescpm-stm SAP BusinessObjects Strategy Management .

Integration with Crystal Reports (New)Technical Data


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You can allow users of Crystal Reports to use strategy management application datain Crystal Reports. You make the strategy management data available using theStrategy Management ODBO Provider or using Query As A Web Service (QaaWS).



http://service.sap.com/instguidescpm-



Integration with Xcelsius Dashboards (New)Technical Data


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You can make strategy management data available to users of Xcelsius Dashboards,allowing them to create Dashboards with the data.

The strategy management application provides the CubeService and SMDataServiceWeb Services. The CubeService Web Service provides the ability to acquireApplication Server data and the SMDataService Web Service provides the ability toacquire strategy management data.

Xcelsius has its own WSDL parser to consume the Strategy Management webservices WSDLs.


Integration with Voyager (New)Technical Data


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You can allow users of Voyager to use strategy management application data for adhoc analysis in Voyager. You make the strategy management data available using theStrategy Management ODBO Provider.

The strategy management application allows you to communicate the strategy,communicate targets, monitor, execute, and improve execution by implementinginitiatives. You may need to extend this analysis to provide power users with theability to perform queries and analysis of strategy management information. Byaccessing strategy management data in Voyager, users of Voyager can gain deeperinsight and understanding about the way in which strategy is being executed.




Integration with WebI (New)Technical Data


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You can allow users of WebI to use strategy management application data for ad hocanalysis in WebI. You make the strategy management data available using theStrategy Management ODBO Provider.

The strategy management application allows you to communicate the strategy,communicate targets, monitor, execute, and improve execution by implementinginitiatives. You may need to extend this analysis to provide power users with theability to perform queries and analysis of strategy management information. Byaccessing strategy management data in WebI, users of WebI can build reports aboutthe strategy and share them across the organization.





Configuration (Enhanced)Technical Data


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The following Java System Properties are new or updated from the previous version.Any Java System Properties not mentioned here have not changed since the previousversion:

AuthType specifies whether to use SAP NetWeaver UME or SAPBusinessObjects Enterprise for user management. By default, the value is setto use SAP NetWeaver UME for management of strategy management users.

DirectoryServiceType specifies whether to use SAP NetWeaver UME orSAP BusinessObjects Enterprise for the directory service type. By default, thevalue is set to use SAP NetWeaver UME.

CMSServer specifies the IP address and port when using SAP BusinessObjectsEnterprise for the user management system.

CMSAuth specifies the authentication types for users logging into the systemwhen using SAP BusinessObjects Enterprise for the user management system.

RemoteUserType must always be set to UME regardless of your usermanagement system.

CMSTechnicalUser specifies the name of the technical user when using SAPBusinessObjects Enterprise to manage strategy management users.

This user is required because the strategy management application extractsinformation from SAP BusinessObjects Enterprise before any user isauthenticated. The CMSTechnicalUser requires permissions to retrieve userand group information from the SAP BusinessObjects Enterprise. The purposeof this user is to create a system user for anonymous login to the SAPBusinessObjects Enterprise to gather all the users and groups in the system foruse with the strategy management application.

CMSTechnicalUserPW specifies the password for the SAP BusinessObjectsEnterprise Technical User. This password is base64–encoded.


StrategyGroup sets the valid users and system groups for the strategymanagement application. The default is strategy. You must then create astrategy group in the user management system (SAP NetWeaver UME orSAP BusinessObjects Enterprise) that contains specific users and systemgroups who can access the application. If you specify a different name in theuser management system, you would need to update the value forStrategyGroup. If you specify a null value, all users and groups can accessthe strategy management application.

GroupUniqueKey ensures uniqueness of system group names when users arepopulated in SAP NetWeaver UME using LDAP. The value ofGroupUniqueKey determines which field Unique_Name or Unique_ID is usedfor system groups.

Template.strategy maps the virtual directory /strategy to a physicaldirectory. The default value is <drive>:\Program Files (x86)\SAPBusinessObjects\Strategy Management\InternetPub.

Graphic.Source sets the charting package to use in the application, eitherSAP IGS or CVOM.

HomeTabExtFileTypes specifies the file types the strategy managementadministrator can include as external content in the Configure Home Pagesection of the Administrator.

By default, HomeTabExtFileTypes is set to include a list of file types that canalways be displayed correctly in Internet Explorer. The default values areSWF, PNG, GIF, JPG, and PDF file types.

You can remove any file type to make it unavailable for upload by the strategymanagement administrator.

Adding other file types may produce unpredictable results. Internet Explorerhandles the display of Microsoft Office DOC and XLS files based on eachuser's Windows settings. The only way to ensure proper behavior when a userattempts to display external content from a Microsoft Office file is for the userto edit that particular file type and specify that only the Browse in the samewindow option is selected for the Open action.

Pip.Type uses the Java version of Interactive Publisher when you set thisvalue to JPIP. To use the C++ version of Interactive Publisher, set this valueto CPIP. The default value is CPIP.


Additional Configurations (New)Technical Data


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The following Java System Properties are new or updated from the previous version.Any Java System Properties not mentioned here have not changed since the previousversion:

ClearUMECacheOnSync specifies whether to clear the UME cache when theSynchronize User Tables link is selected in the Set System Defaults section ofthe Administrator or when the Synchronize User Tables task runs from theSchedule. The UME Cache contains information about users and systemgroups. This property does not apply when using SAP BusinessObjectsEnterprise for the user management system.

The default setting is No and the cache is not cleared when a sync occurs.Specify a value of Yes to clear the cache during a sync.

EAValAuditFlag enables detailed logging in the Entry and Approval AuditLog. By setting this value to NO. Specify a value of YES to show a Detailsbutton on the Approval Log. When users display the Approval Log, they seethe full audit trail of the selected metric set. The log captures detailed userinteractions, including time stamps for approval, rejection and uploading ofmetrics. When users click the Details button, they see a detailed log aboutevery data value entered in the Entry and Approval Data Entry screen or Excelspreadsheet for the current time period. For example, if a data value is rejectedby the approver, the previous value is also captured.

Pip.Type uses the Java version of Interactive Publisher when you set thisvalue to JPIP. To use the C++ version of Interactive Publisher, set this valueto CPIP. The default value is JPIP.

EnableLongMeasuresSelector displays the Dimensional Selector dialog boxin a horizontal format when you set this value to YES. The DimensionalSelector dialog box displays fields horizontally to enable better viewing oflong measure names when the value is YES. If you do not have long measurenames, you can keep the default value of NO.


Client Configurations (Enhanced)Technical Data


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Client Access on Microsoft Windows Vista

Client access to the strategy management application using Internet Explorer 7, theDiagram Manager, and Excel Add-In are now supported on the Microsoft WindowsVista platform.

Desktop Settings

Screens are optimized to run in 4:3 resolutions, for example 1024 x 768 or 1280 x1024 to deliver the best visual results. Resolutions with other ratios may providevarying results. Large fonts are supported only with resolutions higher than 1280 x1024.

HelpLocation Java System Property (New)Technical Data


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The HelpLocation Java System Property is now documented in the Server InstallationGuide. This property specifies the location of the strategy management ApplicationHelp files, which you can download from the Software Download Center on SAPService Marketplace and install wherever the SAP NetWeaver Library is located. Bydefault, the HelpLocation is set to the location of the Application Help on SAPLibrary.

Support of Internet Explorer 8 Browser (Enhanced)Technical Data


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The strategy management application now runs in an Internet Explorer 8 browser, inaddition to the Internet Explorer 6.x series browsers and 7.x series browsers.

Specifying which Charting Package to Use (Enhanced)Technical Data


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You now have a choice between two charting packages to use in the strategymanagement application. Previously, the application supported SAP IGS which isinstalled with SAP NetWeaver. Now the strategy management installation has CVOMembedded so that you can display charts using the charting package from CVOMinstead of SAP IGS.

You control which package to use using the Graphic.Source Java System Propertyin SAP NetWeaver Administrator. The default is IGS and the application usescharting generated by SAP IGS.

For information about the Graphic.Source Java System Property, see theConfiguration Guide for SAP BusinessObjects Strategy Management located on SAPService Marketplace.

Logging Administrator Comments (New)Technical Data


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The AuditLogComments Java System Property in the strategy managementapplication in SAP NetWeaver CE causes a prompt to appear every time a strategymanagement administrator adds, modifies, or renames entries in one of the screenslisted above. If the strategy management administrator enters a comment whenprompted, the comment appears in the Auditor log next to the log activity. If thisproperty is set to No, the strategy management administrator is not prompted to addcomments and no comments appear in the log.

For information about setting the AuditLogComments Java System Property, seeStrategy Management Properties Configuration in the Server Configuration Guide forSAP BusinessObjects Strategy Managementt on SAP Service Marketplace at


http://service.sap.com/instguidescpm-stm SAP BusinessObjects StrategyManagement .

For information about the Auditor, see Administration.

IBM DB2 Support for SAP NetWeaver CE SystemDatabaseTechnical Data


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You can now use IBM DB2 to store strategy management application data in the SAPNetWeaver CE System database. Other options include MaxDB, Oracle, and SQLServer.

The 32-bit client software for DB2 must be installed on the Windows server whereApplication server is installed. The software must be configured to access the DB2installation on the SAP NetWeaver CE system. To use DB2, you must copy the filesthat reside in the following directory and paste them up one level into the \procsdirectory, replacing the MaxDB version of the same files:

\Program Files (x86)\SAP BusinessObjects\StrategyManagement\InternetPub\procs\db2_procs

Administration (New)Technical Data


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You can now view the audit log of certain areas of the Administrator application.Whenever you add entries, modify entries, or rename entries in the Administratorscreens listed below, and click Save, the settings are logged.

Manage Application Groups

Manage Models

Set System Defaults

Set Application Defaults



Update User Responsibilities

If you delete something, it is not included in the audit log.

You access the audit log by clicking the Auditor link in the Tools utility located at:

http://<nwce_server>:<port>/strategy/tools

Transporter (Enhanced)Technical Data


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The Transporter, located in the Tools utility athttp://<nwce_server>:<port>/strategy/tools, has changes related to exportingdata.

When you export strategy management data, model connections are now alwaysincluded. You have the option to exclude certain custom data, such as KPIdescriptions, library KPI descriptions, objective descriptions, library objectivedescriptions, initiatives, and comments.

By default, all data is included in the export unless you select items to exclude.

Previously, you could export data and either include or exclude model connections.

Strategy Management ApplicationTechnical Data


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This section describes updates to the strategy management application.


GeneralTechnical Data


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This section contains information on general updates to the application.

Terminology Changes (Changed)Technical Data


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Terminology in 7.0 Terminology in 7.5 SP01

\Program Files (x86)\SAP\SSM \Program Files (x86)\SAPBusinessObjects\Strategy Management

SAP SSM Extended Listener Service SAP SM Extended Listener Service

SAP SSM Listener Service SAP SM Listener Service

SAP Strategy Management SAP BusinessObjects Strategy Management

Key Performance Indicators tab Scorecard Overviews tab

Customize Columns link in thestrategy management application Select Format link

New, Rename, Delete link in theContexts section of the Administrator Manage Contexts link


New Context Map Functionality (New)Technical Data


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Every component in the strategy management application now has a link to a ContextMap, which displays all the contexts and the tabs available to you in those contexts.This allows you to easily jump between contexts and tabs.

The Context Map shows the status indicators of contexts whose performances arebeing scored, and has links for comments and associated links. If you do not haveaccess to a context or a tab, that item is grayed out. You can also set the Context Mapas your starting page using the Preferences link.

You can search for a context in the Context Map using the Search text box.

Depending on how your administrator has set up the context map view, your contextmap may appear as a standard tree view, or an organization chart view. You mightalso have the ability to toggle between each view.

Bookmarking a View as a URLTechnical Data


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You can now bookmark a strategy management view as a URL. You can then sharethe view with other strategy management users by distributing the URL. For example,if you email the external URL to another strategy management user, that user canclick the link and display the view within the strategy management application.

To generate a URL of a strategy management view, first display the view, then clickMark this page and then choose External.

Previously, you could bookmark any view by clicking Mark this page and the viewwould appear as a link in the My Bookmarks section of your Home component. Thistype of link to the view is available only when you run the Home component andcannot be viewed by anyone else.


Below the Horizon Indicators (Enhanced)Technical Data


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Exclamation points (below the horizon indicators) now appear on scored contexts inthe Context Map when at least one associated perspective is at least two statusesbelow the status of the overall context. This helps determine if a context has anunderlying problem even though the context status may appear acceptable.Previously, only objectives showed the horizon indicators.

Redesigned Preferences Dialog Box (Enhanced)Technical Data


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The Preferences dialog box is redesigned so that all options appear in one windowrather than distributed among several tabs.

Preference Setting for the Context Map as a StartingPage (New)Technical Data


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The Preferences dialog box has a new option to set the new Context Map as yourstarting page. Previously, you could only set the Welcome page or a specified tab andcontext.


Preference Setting for a Default Scorecard View (New)Technical Data


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You can now set any of the new scorecard views as the default scorecard view. Ifspecifying Scorecard Overviews, you can also specify the default layout for that view.

Exporting ViewsTechnical Data


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The Export link in the Initiatives, Scorecard, and Reports component is now displayedonly if you have the Allow Export permission, which is controlled by your strategymanagement administrator.

If your application group has Allow Export permission, you will see the Export link inthe Initiatives, Scorecard, and Reports component and you will be able to exportviews to excel.

If your application group does not have Allow Export permission, you will not see thelink and you will not be able to export views to Excel.

Previously, all application groups had access to this link and everyone who had Excelcould export a view to Excel.


Operational ReviewsTechnical Data


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This section describes updates to the Operational Reviews component.

Copying an Operational Review (New)Technical Data


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You can now copy an operational review. In the Home component, open theOperational Review for editing. Then click the Organize button, and click Copy.

Importing PDFs into Operational Reviews (New)Technical Data


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Users can now add PDF files to their operational review by clicking the Add ExternalPDF button in the Operational Review window and browsing for the PDF file. ThePDF has all the same functionality as a screen capture in the Operational Review.


Grid Lines in an Operational Review (New)Technical Data


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You can now add grid lines to an Initiatives Summary screen capture, a ScorecardComparison screen capture, and a Scorecard Overviews screen capture.

The option for displaying grid lines appears when you capture one of the screensmentioned above. The dialog box where you enter a title and annotation now containsan option for displaying grid lines.

StrategyTechnical Data


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This section describes updates to the Strategy component.

Information Boxes (Enhanced)Technical Data


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Information boxes now have captions to show which type of item you are looking at.


InitiativesTechnical Data


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This section describes updates to the Initiatives component.

Default % Complete Value (Changed)Technical Data


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When creating a milestone for an initiative, the default percent complete is now 0.Previously, the % Complete field was blank, requiring the user to manually type 0when creating the milestone.

Including Grid Lines in a Printed or Mailed Report(New)Technical Data


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When printing or mailing an Initiatives view that contains a table, you can nowcontrol whether to include grid lines in the report. Grid lines allow you to follow therows of data more accurately. Previously, these views were printed without grid lines.


Selection of Views in Prioritization Matrix (New)Technical Data


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The Prioritization Matrix now provides three separate views including importanceversus schedule status, importance versus budget status, and importance versusscorecard status. Previously, you could only view the importance versus schedulestatus.

ScorecardTechnical Data


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This section describes updates to the Scorecard component.

Periods of Actual and Target Data (Enhanced)Technical Data


Area EPM-SM


It is now possible to view up to seven periods of Actual and Target data in theScorecard component. Previously, you could only view up to five periods. Thenumber of periods displayed is controlled by the strategy management administrator.


Chart Settings (Enhanced)Technical Data


Area EPM-SM


You can now set chart options using the new Graph Options link in an Actual vsBudget chart or a Comparison chart in any KPI Details screen.

Comparing Scorecards Across Multiple Contexts(New)Technical Data


Area EPM-SM


The Scorecard component now has a Scorecard Comparison tab which you can use tocompare similar information across multiple contexts.

KPI Tab Changed to Scorecard Overviews Tab(Enhanced)Technical Data


Area EPM-SM


The Key Performance Indicators tab is now called the Scorecard Overviews tab.Using the Scorecard Overviews tab, you can select between several different layoutsincluding perspectives with KPIs, perspectives with objectives and KPIs, perspectiveswith objectives and initiatives, or perspectives with objectives, KPIs, and initiatives.Previously the Key Performance Indicators tab showed just the perspectives and KPIslayout.

In addition, the Customize Columns link is now called the Select Format link.


Including Grid Lines in a Printed or Mailed Report(New)Technical Data


Area EPM-SM


When printing or mailing a Scorecard view that contains a table, you can now controlwhether to include grid lines in the report. Grid lines allow you to follow the rows ofdata more accurately. Previously, these views were printed without grid lines.

HomeTechnical Data


Area EPM-SM


This section describes updates to the Home component.

Default Panel Layout (New)Technical Data


Area EPM-SM


The strategy management administrator can now control the panels your applicationgroup is allowed to see in the Home component, and can also set up a default layoutof the panels.


Customizable Panel Layout (New)Technical Data


Area EPM-SM


Using the set of panels you are allowed to access, you can specify which panels youwant to see and where you want them to appear using the new Customize link.

External Content and Links in a Panel (New)Technical Data


Area EPM-SM


External Content

The strategy management administrator can now make SWF, PDF, JPG, GIF, andPNG files available to users of the Home component. If your strategy managementadministrator has given you access to external content, you see the External Contentspanels in your default Home page layout. You can also select external content todisplay using the Customize link. You can add and remove External Content panels,and you can zoom in on the content.

External Links

The strategy management administrator can now make external links available tousers of the Home component. If your strategy management administrator has givenyou access to external links, you see the panel in your default Home page layout.


Alerts Maintenance (Enhanced)Technical Data


Area EPM-SM


Deletions

You can now delete all alerts or delete individual alerts using the new Organize linkin the My Alerts panel. Previously you could delete just one alert at a time.

Reassignment Alerts

If you subscribe to alerts, you are now notified when an object has been reassigned.

Alerts Sorting (New)Technical Data


Area EPM-SM


You can now sort alerts by date or by type of alert by clicking on the appropriatecolumn heading in the My Alerts panel.

Link Between Alerts and Related Component (New)Technical Data

Product Version 7.5

Area CPM_STM


When you receive an alert about a particular objective, initiative, or KPI, you can nowjump to the component and view of that item. To do so, click the View link to viewthe alert details, and then click the Jump to this <item> link.


AdministratorTechnical Data


Area EPM-SM


Context Management (Enhanced)Technical Data


Area EPM-SM


The Contexts section of the Administrator has the following changes andenhancements:

When creating a context based on an existing context, the contextadministrator can still control whether to copy initiatives and/or comments,but can no longer move initiatives and/or comments. Goal diagrams arealways copied with the context.

The context administrator can now facilitate the creation and maintenance ofmany identical or similar contexts by creating context templates and thenbasing new contexts on the templates. Use this feature to develop a largenumber of scorecards (contexts) within a deployment. When the contextadministrator clicks Create/Copy in the Manage Contexts screen, theadministrator can create a context as a template and then create contexts basedon that template.

The New, Rename, Delete link is now called Manage Contexts to moreaccurately reflect the wider array of context management activities users willperform on this page.


Context Map Views (New)Technical Data


Area EPM-SM


Every component in the strategy management application now has a link to a ContextMap, which displays all the contexts and the tabs available to you in those contexts.This allows you to easily jump between contexts and tabs.

You can now control whether the Context Map appears in the tree view or theorganizational chart view. You can provide access to one or the other view, or youcan provide access to both views and allow the user to toggle between the views. Ifyou allow access to both views, you must set one of the views as the default view.

User Searches for Application GroupsTechnical Data


Area EPM-SM


When adding users to application groups in the Manage Application Groups sectionof the Administrator, the strategy management administrator can now search forusers. When you click Users in the Groups and users section, a new Search boxappears.

When many names are loaded into strategy management, this feature helps you to findnames easily so you can add them to an application group.


Setting the Thousand and Decimal Separator for theApplication (New)Technical Data


Area EPM-SM


You now change the thousands separator and the decimal separator by accessing thePreferences dialog box in the Administrator, Entry and Approval, and strategymanagement application.

This is the only way to set numeric separators. Previously, separators were based onRegional Settings, Language, and Application Server settings.

The default separators are in the US format.

Scorecard Default Settings (Enhanced)Technical Data


Area EPM-SM


The scorecard administrator can now set up to seven periods of data in a scorecardusing the Set Scorecard Defaults link in the Scorecards section of the Administrator.Previously, the scorecard administrator could set up to five periods.

Application Default Settings (Enhanced)Technical Data


Area EPM-SM


The Set Application Defaults section of the Administration section has these newfeatures:

The strategy management administrator can now control whether users can seethe Scorecard Comparison sub-tab in the Scorecard component. Use the newDisplay Scorecard Comparison Tab option to display or hide the sub-tabacross all contexts.


The strategy management administrator can now add or remove a watermarkin Operational Reviews using the new Display Watermarks option. Use thissection to specify the image to use for the watermark, specify whether thewatermark appears in just the title page or in all pages, specify whether theimage will appear in the header, center, or footer of the page, and specify itshorizontal alignment.

System Defaults SettingsTechnical Data


Area EPM-SM


The Set System Defaults screen in the Administration section of the Administrator hasthese new settings:

PASTrace: Enable or Disable

Enables or disables the PasTrace, which traces all commands and the response timesto process the commands in the same session, and can also trace the result/ouptutfrom the commands.

PIPTrace: Enable or Disable

Enables or disables the PIPTrace. If using CPIP, the log exists in \<install-dir>\InternetPub\log. If using JPIP, the log is in the SAP NetWeaver default trace.You can view the log from Log Viewer in the SAP NetWeaver Administrator. Theseverity level is set to INFO.

Previously, you enabled and disabled the traces by editing registry settings usingRegedit.

Connectors Section (New)Technical Data


Area EPM-SM


Use the new Connectors section of the Administrator to set up connections andmappings between strategy management and other data integration systems.


GRC Tool (Changed)Technical Data


Area EPM-SM


The GRC Tool is now represented as two links in the Connectors section of theAdministrator. Previously you could access the GRC Tool from the StrategyManagement Tools utility page.

Home Page Configuration (New)Technical Data


Area EPM-SM


The strategy management administrator can now upload external sources and externallinks and make them available to certain application groups as External Contentpanels in the Home component.

Use the new Configure Home Page link in the Administration section to uploadcontent and/or add links. Then choose which application groups will have access tothe panels. You can specify the layout of the panels in the Home component, or youcan make them available to users and allow them to add or remove them to theirlayout.

By adding external content, you can now show SWF, PDF, JPG, GIF, and PNG filesin the Home component.

By adding links to files, you can provide access to certain content that is not availablethrough the external content feature. For example, you can add links to .DOC filesand .XLS files, but you cannot display them as external content.


Temporary Owners (New)Technical Data


Area EPM-SM


You can temporarily change ownership of an Entry and Approval Workflow step, aninitiative, or an operational review. You specify the temporary owner and the start andend date of the temporary ownership in the Update User Responsibilities screen.

The start and end dates for the assignments are reviewed on a scheduled basis by theReassign Owner scheduled activity and the user responsibilities are updatedaccordingly.

Refreshing the Scorecard Status (Enhanced)Technical Data


Area EPM-SM


The following enhancements describe the times that scorecard statuses are nowrecalculated:

The strategy management application has a new Scheduler task calledCalculate All Scorecard Objects that recalculates the scorecard statusaccording to a specified schedule. Any objects that have been add or removedor modified since the last session or since the last scheduled activity arerefreshed at the scheduled date and time.

Previously, the scorecard status was updated whenever a user started a newsession or reloaded their session. Records were deleted and recalculated for allcontexts available to the user. Now when a user starts a new session, thescorecard status is up. If an item was deleted that affects the status, the userreceives a message stating that they need to contact the system administrator.At this time, the administrator should run the schedule to update all items inthe scorecard.


SchedulerTechnical Data

Product Version 7.5

Area EPM-SM


This section describes updates for the Scheduler component of the Administrator.

Scheduling a Task to Update User Responsibilities(New)Technical Data


Area EPM-SM


The strategy management administrator can update temporary user reassignments thatare set in the Update User Responsibilities screen. This activity adds temporaryassignments, deletes temporary assignments, and returns temporary assignments backto the original owner.

The start dates and end dates of all temporary assignments are reviewed. Any added,deleted, or expired reassignment that occurs on or before the schedule time is updated.

For example, the administrator can set a daily schedule to review assignments at 9:00PM. If the schedule runs and detects a new temporary owner starting that day, thetemporary assignment is carried out. If the schedule detects that a temporaryassignment is ending that day, then the temporary assignment is reverted back to theoriginal owner.


Scheduling a Task to Synchronize User Tables (New)Technical Data


Area EPM-SM


The strategy management administrator can use the new Synchronize User Tablesactivity to refresh strategy management on a scheduled basis with users and systemgroups who have been added, removed, or deleted from the user management systemsince the last Synchronize User Tables activity.

Scheduling a Task to Restart PIP Sessions (New)Technical Data


Area EPM-SM


The Scheduler in the Administrator has a new task called Restart PIP Sessions. Thistask closes all connections that are open between Interactive Publisher andApplication Server. It is the equivalent of restarting the SAP SM Extended Listenerservice.

Scheduling a Task to Calculate Initiative Status (New)Technical Data

Product Version EPM-SM

Area 7.5 SP03


The Calculate Initiative Status activity in the Configure Scheduler section of theAdministrator allows you to recalculate the initiative statuses in the Home component.


Detailed Approval Log in Entry and Approval (New)Technical Data


Area EPM-SM


You can now display a detailed log about data entered in the Entry and ApprovalData Entry screen or Excel spreadsheet for the current time period.

To enable the detailed logging, you must change the EAValAuditFlag Java SystemProperty for the strategy management application in SAP NetWeaver so that it has avalue of YES. By changing this value to YES, it causes a Details button to appear in theApproval Log.

When users display the Approval Log, they see the full audit trail of the selectedmetric set. The Approval Log captures detailed user interactions, including timestamps for approval, rejection and uploading of metrics.

When users click the Details button, they see records for every data value writtenfrom the Entry and Approval Data Entry screen. If an entered value is changed (forexample, when rejected by the approver) the previous value is also captured. Viewinga detailed log for historical data or target data is not possible unless that data is part ofthe current period.

The Approval Log lets you choose other periods from the Period drop-down menu.The default is always the current period. The data for quarterly or yearly metrics islisted in the first month of the quarter or year.

Deleting Obsolete Items (New)Technical Data


Area EPM-SM


The Administration section in the Administrator has a new feature called DeleteObsolete Items. Strategy management administrators can delete outdated or unusedoperational reviews. In addition, the strategy management administrator can delete allalerts or just today’s alerts for a particular user or all users.


Controlling the Display of the Export Link (New)Technical Data


Area EPM-SM


The Manage Application Groups screen in the Administrator now has an AllowExport reporting permission. This permission controls the display of the Export linkin the Initiatives, Scorecard, and Reports component.

If you select this option, the selected application group will see the Export link in thecomponents and will be able to export their views to Excel. If you deselect thisoption, the selected application group will not see the Export link and will not be ableto export views to Excel.

Previously, all application groups had access to the Export link and were able toexport views to Excel.

Application ServerTechnical Data


Area EPM-SM


This section describes updates for Application Server.

Service Name (Changed)Technical Data


Area EPM-SM


The SAP SSM Listener Service is renamed to SAP SM Listener.


Resetting Passwords (New)Technical Data


Area EPM-SM


Use the new pwreset executable to reset a forgotten password. The pwreset

executable clears the password from MASTERDB so the administrator of ApplicationServer can set a new password. The administrator can log into Application Server asuser Supervisor without a password and reset the password using the CHANGE USERcommand.

On Windows, pwreset is located in the \Program Files (x86)\SAP

BusinessObjects\Strategy Management\Application Server directory. OnLinux/UNIX, pwreset is in the same directory as the lss executable.

For information about using pwreset, see the Administrator's Guide for SAPBusinessObjects Strategy Management Application Server on SAP ServiceMarketplace SAP BusinessObjects Strategy Management .

Leaving the Access Subsystem and Retaining aConnection (Enhanced)Technical Data


Area EPM-SM


Application Server has a new LEAVE keyword on the END statement in ACCESSLSLINK. Use the new END [LEAVE] keyword to leave the Access subsystem andremain connected to the RDBMS. If you just use END, you will disconnect from theRDBMS.


Exhibiting all Dimension Level Names (Enhanced)Technical Data


Area EPM-SM


Application Server has a new FULL keyword on EXHIBIT LEVELS <dimension> andEXHIBIT DIMENSION <dimension> LEVELS. The FULL keyword lists all thedimension’s level names, including user-defined names and names generated byApplication Server for the unnamed levels. Application Server-generated level nameshave the form $<num>$<num> where the first number is the hierarchy number and thesecond number is the level number.

If you use LEVELS without the FULL keyword, Application Server lists the user-defined level names only.

Support for More Character Sets (Enhanced)Technical Data


Area EPM-SM


The SET CHARSET command now supports the following character sets in addition tothe ones it currently supports:

ISO-2022

ISO-8859-1

ISO-8859-2

ISO-8859-3

ISO-8859-4

ISO-8859-5

ISO-8859-6

ISO-8859-7

ISO-8859-8

ISO-8859-9


Windows-1250

Windows-1251

Windows-1252

Windows-1253

Windows-1254

Windows-1255

Windows-1256

Windows-1257

Byte Order Mark on UTF8 Output Files (New)Technical Data


Area EPM-SM


The new BOM keyword on the SET CHARSET EXTOUT UTF8 command adds a byteorder mark (BOM) at the beginning of UTF8 output files. Use BOM ON to add the byteorder mark. Use BOM OFF to turn off the byte order mark. By default, the byte ordermark is not displayed.

Multiple Counting of Members with Multiple Parents(Enhanced)Technical Data


Area EPM-SM


In dimensions and hierarchical attributes, it is possible to have members that roll upinto multiple parents. If any of those parents (or their ancestors) roll up into acommon member then the hierarchy has multiple counting issues.

Application Server has changed the default aggregation behavior so that it iscompatible with that of SAP BW. Now whenever you COMPILE a dimension, thecompiler automatically searches for multiple counting issues that arise when membershave multiple parents. During consolidation, the system automatically correctsmultiple counting issues by creating adjustments to eliminate them.


If you want the system to include multiple counting even when there are multipleparents, you can use the new NOCORRECTIONS keyword on the COMPILE DIMENSION

command and CONSOLIDATE any measures that have dimensions with multiplecounting issues in them.

The new CORRECTIONS [FULL] keywords on the SHOW command list all members of adimension that require automatic multiple counting corrections together with a list ofeach ancestor that requires adjustment and a correction factor.

The new NOCORRECTIONS keyword in the CREATE <dimension><user_defined_hierarchy> command performs multiple counting when anydescendants of the User-Defined Hierarchy causes multiple counting within the User-Defined Hierarchy. You can omit the NOCORRECTIONS keyword to correct the multiplecounting issues.

For information, see Multiple Counting in Dimensions in the Application Server Helpfor SAP BusinessObjects Strategy Management located on SAP Service Marketplaceat http://service.sap.com/instguidesepm-stm SAP BusinessObjects StrategyManagement .

UTC Option for SHOW Command (New)Technical Data


Area EPM-SM


The new UTC <variable> keyword on the SHOW UPDATED command allows youto display the date in UTC format of YYYYMMDDHHMMSS. YYYY represents theyear, MM is the month, DD is the day, HH is the hour, MM is the minutes, and SS isthe seconds.

If you specify a variable, the date is displayed in UTC format for the variable. If youomit the variable, the date is displayed in UTC format for all variables in the currentUSE database.

In addition, the SHOW [UPDATED] command now uses the [TABS] [NOHEADER]options.

http://service.sap.com/instguidesepm-stm


Interactive Publisher (Changed)Technical Data


Area EPM-SM


This section describes changes related to Interactive Publisher.

Name of Listener (Changed)Technical Data


Area EPM-SM


The SAP SSM Extended Listener service is renamed to SAP SM Extended Listener.

Java (JPIP) Version of Interactive PublisherTechnical Data


Area EPM-SM


The following are new features added to support the JPIP version of InteractivePublisher:

pipstats

soft crashes — Interactive Publisher will reestablish the Application Serverconnection if the socket is broken. The number retry times is configured in theSAP NetWeaver CE System database in the table CPMS_PIP_REGISTRY withkey RecoveryAttemptsPerTransaction. For a single transaction, JPIP willtry to reestablish the Application Server connection three times if the registrysetting is set to 3, and throw an exception after three failure attempts.

JPIP Session Monitor — Use this new tool to restart Interactive Publisher,restart a session, shut down an instance, and refresh the tree, session, andinstance status. You can also review the sessions, their status, number of busyinstances, number of total instances, number of transactions, average process


time, and average transaction time. You can access this tool from the Toolspage at http://<nwce_server>:<port>/strategy/tools.

The following items are not supported in the JPIP version of Interactive Publisher:

PipAdmin Web Service

JPIP does not use the PipAdmin Web Service. As a result, you can skip certaintopics in the Post-Installation Steps for Interactive Publisher in the InstallationGuide that involve the PipAdmin Web Service.

The Web Service section of the Set System Defaults screen in theAdministrator is unavailable.

Cache and Global Cache Setting section of the Set System Defaults screen inthe Administrator

Table Editor

cache parameter

document

height

hierarchy

labellen

labelview

onerror

savestatus

shadow

userinfo

width

pipinfo=browser|dump

pipcache

pipadmin=GetRegistryEntry!value

pipadminex=testpasconn

Differences in functionality between CPIP and JPIP:

charset. JPIP only supports the UTF-8 charset

varname — Variable name must start with an underscore otherwise it istreated as invalid command and will be ignored. Only _varname=value issupported by JPIP.


result=table | chart | delimited | text. JPIP supports these result parameters, butthey all produce the same results

CPIP uses the cache parameter but JPIP usesthe caching mechanism from SAPNetWeaver

NamedQuery JSP Tag (New)Technical Data


Area EPM-SM


The new JSP tag namedQuery returns a Javascript variable with the query result asvalue.

Excel Add-In (Changed)Technical Data


Area EPM-SM


The tool bar and menu bar in Excel Add-In have been renamed to the SM Add-In toolbar and Strategy Management menu.

External Data Loader (New)Technical Data


Area EPM-SM


The strategy management application now provides a downloadable spreadsheet thatallows you to import performance management data into the strategy managementapplication.

Use the spreadsheet to collect the performance management data and save it to a CSVfile. Then use the Transporter tool to import the CSV file into the SAP NetWeaver CESystem Database and use the data in the strategy management application.


You can import some aspects of a context, perspectives, objectives, and KPIs into theapplication.

Use the External Data Loader function to do the following:

Migrate SAP BusinessObjects Performance Manager data into the strategymanagement application.

If you are in the early stages of a strategy management implementation andyou are interviewing users at different levels of the organization to find outtheir perspective, objective, and KPI requirements, use the spreadsheet to savetime during data entry. Rather than record the information during the interviewprocess and then enter the information into the Administrator, you can recordthis information once in the spreadsheet during the interview process and thenimport the information into strategy management. This also avoidsunnecessary mistakes that may occur when entering the same data twice.

If you need to support pre-configured KPIs, you can set up one spreadsheet forone KPI set, and then use the spreadsheet to customize the information forother aspects of the organization that need similar KPI sets.

You can use the spreadsheet to update data that was already imported. TheData Loader uses a combination of several fields to determine if a strategymanagement data object exists in the SAP NetWeaver CE System Database. Ifa match is detected during the re-import, the data object in strategymanagement will be updated with values in the updated .CSV file.

For information about downloading the spreadsheet, configuring the strategymanagement application to use the External Data Loader, and using the External DataLoader, see the External Data Loader User's Guide on SAP Service Marketplace at

http://service.sap.com/instguidescpm-stm SAP BusinessObjects StrategyManagement .


Documents

Release Notes SAP BusinessObjects Strategy … Notes SAP BusinessObjects Strategy Management 7.5 Target Audience Technical Consultants System Administrators Strategy Management Administrators