Xenon BOXIAdminBestPractices

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    1 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue

    BO XI Admin Best Prac

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    2 Copyright 2005 Xenon Consulting Inc. -All R ights Reserved Issue 4.1

    Presenter

    Dan Johnson

    Xenon Consulting, Inc.

    [email protected]

    3 Copyright 2005 Xenon Consulting Inc. -All R ights Reserved Issue 4.1

    Outline

    CMC Overview

    CCM Overview

    Establishing Groups

    Adding / Deleting Users

    Administering Rights

    4 Copyright 2005 Xenon Consulting Inc. -All R ights Reserved Issue 4.1

    CMC Overview

    The Central Management Console (CMC for

    short) has replaced Business Objects

    Supervisor as the Administrative application

    for BOE XI

    This CMC is web-based, and can be used from

    any workstation that has access to the CMC

    URL

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    5 Copyright 2005 Xenon Consulting Inc. -All R ights Reserved Issue 4.1

    CMC Overview

    Launch Internet Explorer and type in the

    following URL:

    http://boexi:8080/businessobjects/enterprise11/admin/en/admin.cwr

    boexi = server name

    8080 = port number

    6 Copyright 2005 Xenon Consulting Inc. -All R ights Reserved Issue 4.1

    CMC Overview

    Select the Authentication Type, then type in

    yourUser Name andPassword:

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    CMC Overview

    The CMC replaces the need for BOs

    Supervisor application. Heres what the CMC

    looks like:

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    8 Copyright 2005 Xenon Consulting Inc. -All R ights Reserved Issue 4.1

    CMC Overview

    This is the Folder module:

    9 Copyright 2005 Xenon Consulting Inc. -All R ights Reserved Issue 4.1

    CMC Overview

    This is the Objects module:

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    CMC Overview

    This is the Groups module:

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    11 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Users module:

    12 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Server Groups module. Its not

    populated because Im demonstrating a single-

    server deployment:

    13 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Server module:

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    14 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Categories module:

    15 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Inboxes module:

    16 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Universe Connections module:

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    17 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Universe module:

    18 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Calendars module:

    19 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Events module:

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    20 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Settings - Properties module:

    21 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Settings - Metrics module:

    22 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Settings - Cluster module:

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    23 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the Settings - Limits module:

    24 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the BO Enterprise Applications module:

    25 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the License Keys module:

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    26 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CMC Overview

    This is the

    Authentication

    module:

    27 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CCM Overview

    The Central Configuration Manager (CCM for

    short) partially replaces the Admin Console

    used in previous versions of Business Objects

    The primary function of the CCM is to provide

    a status of the various servers needed to keep an

    XI implementation up and running

    28 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CCM Overview

    As you can see, the CCM provides a list of the servers in the

    deployment, and gives a status and description of each server:

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    29 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CCM Overview

    From the CCM, its possible to Start, Stop, and Restart the

    various servers contained in your XI deployment

    In addition, you can also enable or disable specific servers:

    30 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    CCM Overview

    Please note that at the current time, the

    CCM is available only on Windows-based

    servers

    31 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Groups

    One of the first tasks a Business Objects

    Administrator is charged with is setting up users

    and groups

    Some of the basic concepts from Supervisor do

    carry over

    With XI, youll still want to create the User

    Groups first, and then add the users to those

    groups

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    32 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Groups

    Lets start by clicking on the Groups option

    from the CMC home page:

    33 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Groups

    Well click on New Group to add a group:

    34 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Groups

    Ill name the group BONYMAUG, type in a

    brief description, and clickOK:

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    35 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Users

    Now that Ive added a group, Ill have to add a

    few users. Select Users from the CMC home

    page:

    36 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Users

    Select New User:

    37 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Users

    Well fill in the

    appropriate

    information and

    match the settings

    shown here

    Next well clickOK

    to update our

    changes in the CMS

    database:

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    38 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Users

    Select the Member oftab at the top of the page,

    and then click the Member ofbutton to add the

    user to a pre-established group:

    39 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Adding Users

    AddBONYMAUG to the list of groups that our

    test1 user is a member of, then clickOK:

    40 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Deleting Users

    A best practice is to

    disable, but not delete users

    who will no longer be using

    the system

    Check the box next to the

    Account is disabled option

    and clickUpdate:

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    41 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Now weve set up a basic group and a user

    name, but we havent explicitly assigned the

    group (or user) any rights

    Rights are the equivalent Permissions in

    previous versions of the Business Objects

    42 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    If I log in with the test1 user name, and choose

    new, I see that I dont have the ability to create a

    new Web Intelligence document:

    43 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    The ability to create a Webi document must be

    explicitly granted

    To accomplish this, log into the CMC as an

    Administrator, and underManage, select

    BusinessObjects Enterprise Applications:

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    44 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Now select Web Intelligence:

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    Administering Rights

    Select the Rights tab at the top, and then click

    on the Check User Rightsbutton:

    46 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Select BONYMAUG from

    the list of available groups,

    and then click on the Show

    Rightsbutton at the bottom of

    your screen:

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    47 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Here we can see that BONYMAUG has been

    denied all Web Intelligence functionality:

    48 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Lets navigate back to the Web Intelligence

    main page (within the CMC)

    Once youre on the Rights tab, click

    Add/Remove:

    49 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    AddBONYMAUG to the list of groups with an

    access level to Web Intelligence, then clickOK:

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    50 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Again, well want to Check User Rights:

    51 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Select

    BONYMAUG,

    then click

    Show Rights:

    52 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Well see

    that we still

    dont have

    the ability to

    create Webi

    documents:

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    53 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    For the BONYMAUG group, select Advanced

    under the Net Access column

    This will allow us to edit the individual Web

    Intelligence Rights we saw earlier:

    54 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Change the radio button for Allows creation of

    documents to Explicitly Granted, then clickOK:

    55 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Now if we log in as test1, well have the ability

    to create a new Web Intelligence document:

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    56 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Unfortunately, ourtest1 user still doesnt have

    access to the data contained in the eFashion

    universe:

    57 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    From the CMC home page, select Universes and

    then eFashion:

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    Administering Rights

    Select the Rights tab, then Add/Remove:

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    59 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Move BONYMAUG over to the Groups with

    an access level for eFashion, then clickOK:

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    Administering Rights

    Change BONYMAUGs Access Level to View

    on Demand, then clickUpdate:

    61 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Well Check User Rights forBONYMAUG to

    ensure that we have Data Access:

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    62 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Now lets see how we did. Well log into

    InfoView using ourtest1 user name:

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    Administering Rights

    Select New and then Web Intelligence

    Document:

    64 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Select eFashion:

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    65 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Drag the Year object into the Result Objects panel,

    then clickRun Query:

    66 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    If weve configured

    our user rights

    correctly, we should

    see the results of our

    report:

    67 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Administering Rights

    Administration is similar to BO Supervisor in

    that you should make changes at the group

    (BONYMAUG) level as opposed to the user

    (user1) level

    Changes made at the user level should only be

    made in very rare circumstances

    Remember that youll have to add rights at the

    application level first, and then at the universe (or

    data) level

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    68 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Wrapping Up

    That wraps up the presentation, weve covered:

    A CMC Overview

    A CCM Overview

    How to Establish Groups

    Adding and Deleting Users

    Best Practices for Administering Rights

    69 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    The End

    Any ?s

    70 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Additional Info

    Major Changes:

    Objects are stored in the File System, as opposed to

    in the Repository

    Repository consists of only five tables, three ofwhich are relatively small

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    71 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Additional Info

    Folders:

    BOE XI introduces the folder concept, which is

    similar to the document and universe domains in

    Classic Business Objects

    All published content is stored in a folder

    All content is stored in only one folder

    Ideally, the folder structure should mirror the

    organizational structure

    72 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Additional Info

    Categories:

    Categories help users to classify published objects

    (universes, reports, etc.)

    An item can be stored in multiple categories

    Categories can be thought of as an alternative

    organizational structure

    73 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Additional Info

    Pre-Defined Access Levels:

    No Access Not able to see report content

    View Can view folders or reports, as well as an instances of

    the reports

    Schedule All of the rights from the View group, but alsohas the ability to schedule objects (and therefore create new

    instances of objects)

    View on Demand in addition to the Schedule level rights,

    has the ability to refresh the report immediately (without

    scheduling)

    Full Control all available rights

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    74 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Additional Info

    There are four types of advanced rights:

    Explicitly Granted the user or group is given the

    right

    Explicitly Denied the user or group is denied the

    right (note that denials take priority over grants)

    Inherited inherits rights that were established at

    another level (i.e. folder or group)

    Not Specified because the right has not been

    assigned, it is automatically denied

    75 Copyright 2005 Xenon Consulting Inc. - All Rights Reserved Issue 4.1

    Additional Info

    Key Concepts:

    Children (sub-groups, sub-folders) inherit the rights

    of their parents by default

    Advanced Rights override inherited rights

    Denied Rights override granted rights