Business Objects BI Server Installation Guide - Windows

Transcription

1 Business Objects BI Server Installation Guide - Windows Business Objects BI Server Windows

2 Patents Trademarks Copyright Third-party contributors Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Copyright 2006 Business Objects. All rights reserved. Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at:

3 Contents Chapter 1 Introduction to Business Objects BI Server 5 What is Business Objects BI Server? Who is Business Objects BI Server for? About this help Who should read this help? BusinessObjects Enterprise documentation Business Objects and Linux Business Objects information resources Chapter 2 Installing Business Objects BI Server on Windows 9 Installation overview Additional documentation Before you begin System requirements Optional configuration Installation Options Full stand-alone installation Silent installation Testing your installation Troubleshooting common Business Objects BI Server problems Chapter 3 Business Objects BI Server Product Information 27 Business Objects BI Server and BusinessObjects Enterprise Licensing Business Objects BI Server components Appendix A Business Objects Information Resources 33 Documentation and information services Documentation Business Objects BI Server Installation Guide 3

4 Contents What s in the documentation set? Where is the documentation? Send us your feedback Customer support, consulting and training How can we support you? Looking for the best deployment solution for your company? Looking for training options? Useful addresses at a glance Index 39 4 Business Objects BI Server Installation Guide

5 Introduction to Business Objects BI Server chapter

6 1 Introduction to Business Objects BI Server What is Business Objects BI Server? What is Business Objects BI Server? Business Objects BI Server is an intuitive and easy to use tool for creating and analyzing business intelligence data over the web. It is built on BusinessObjects Enterprise technology and includes the ability to create and publish Web Intelligence documents. Web Intelligence delivers a unique, single web environment for both querying and analyzing information. Business Objects BI Server also includes a report publisher and a web portal interface that is used to view reports. Business Objects BI Server may be installed on a single machine for end users to access, view, and interact with Web Intelligence and Crystal Reports documents. It allows you to store documents in a central database for security and data integrity. Users then access the documents through a web portal. With Business Objects BI Server, you can set up security to control which end users can access specific folders and documents. You can also specify the rights for users or groups such as who can schedule and publish documents. Who is Business Objects BI Server for? About this help Business Objects BI Server is ideal for organizations that need to deliver Web Intelligence and Crystal Reports documents over the web to smaller audiences. It does not require that you deal with multiple servers and complicated configurations. Everything is installed on a single server for quick installation and setup. The quick setup allows you to start using the software to increase your document development productivity and data security almost immediately. This help provides you with information and procedures for installing Business Objects BI Server. This help also includes instructions for the different installation modes available. Who should read this help? This help is intended for the system administrator or IT professional who needs to install Business Objects BI Server. Familiarity with your overall network environment, port usage, your database environment, and your web 6 Business Objects BI Server Installation Guide

7 Introduction to Business Objects BI Server Business Objects and Linux 1 server software is especially beneficial. For more information about the product, consult the Business Objects BI Server Getting Started Guide located in the docs directory of your product distribution. For more information about InfoView and other BusinessObjects Enterprise products, consult the BusinessObjects Enterprise InfoView User s Guide, the BusinessObjects Enterprise Administrator s Guide, and the BusinessObjects Enterprise Installation Guide. Online versions of these guides are included in the Document Roadmap found in the docs directory of your product distribution. BusinessObjects Enterprise documentation Business Objects BI Server is built on the BusinessObjects Enterprise framework. Therefore, you can refer to the BusinessObjects Enterprise guides for more information on Business Objects BI Server features. While you are referring to the BusinessObjects Enterprise guides, you may encounter some information that does not apply to Business Objects BI Server. To help you differentiate between the information that applies to Business Objects BI Server and the information that does not, review the Document Roadmap found in the docs directory of your product distribution. Business Objects and Linux Business Objects BI Server is supported on Windows and Linux. For more information about Business Objects products on Linux, go to Business Objects information resources For more information and assistance, see Appendix A: Business Objects Information Resources. This appendix describes the Business Objects documentation, customer support, training, and consulting services, with links to online resources. Business Objects BI Server Installation Guide 7

8 1 Introduction to Business Objects BI Server Business Objects information resources 8 Business Objects BI Server Installation Guide

9 Business Objects BI Server Installation Guide Installing Business Objects BI Server on Windows chapter

10 2 Installing Business Objects BI Server on Windows Installation overview Installation overview Business Objects BI Server is a server-side installation. This means that you install it on one central server rather than on each user s machine. Users then access Business Objects BI Server from their individual machines through the web portal interface, known as InfoView. Note: Business Objects BI Server comes with Crystal Xcelsius capabilities. To enable these Crystal Xcelsius features, download Xcelsius Connectivity from the Add-ons/Xcelsius Connectivity/ directory of your product distribution. Additional documentation After installing Business Objects BI Server, refer to the Business Objects BI Server Getting Started Guide included in the docs directory of your product distribution for information on how to use the various features available in Business Objects BI Server. If you are looking for further information about installation, or administration, consult the following guides available from the Business Objects Customer Support web site at: BusinessObjects Enterprise XI R2 Installation Guide for Windows BusinessObjects Enterprise XI R2 Administrator s Guide BusinessObjects Enterprise XI R2 Administrator s Reference Guide Business Objects BI Server Document Roadmap Before you begin The Business Objects BI Server Document Roadmap is designed to help you differentiate between the information in the BusinessObjects Enterprise guides that applies to Business Objects BI Server and the information that does not apply. It references relevant BusinessObjects Enterprise guides and lets you see at a glance what information is available, and from where. You can access the Business Objects BI Server Document Roadmap guide from the docs directory of your product distribution. Review the System requirements section below before you begin installing Business Objects BI Server. The Optional configuration section is not required to successfully install Business Objects BI Server. The remainder of this guide covers the following topics: 10 Business Objects BI Server Installation Guide

11 Installing Business Objects BI Server on Windows Before you begin 2 Full stand-alone installation on page 14 Silent installation on page 20 Testing your installation on page 24 Troubleshooting common Business Objects BI Server problems on page 26 System requirements Generally, the following components must be installed and configured correctly on the server before you install Business Objects BI Server: Windows operating system Internet Explorer or Firefox Web server software For a detailed list of tested environments, consult the Platforms.txt file included with your product distribution. This file includes specific version and Service Pack requirements for web servers, web browsers, web application servers, databases, and operating systems. For additional important information that may pertain to your deployment, it is also strongly recommended that you consult the Release Notes included with your product distribution (release.pdf, release.htm, or release.rtf). Optional configuration About the CMS database The tasks outlined in this section are not required for you to successfully install Business Objects BI Server. Depending on how you decide to configure your Business Objects BI Server environment, you may or may not want to perform them. If you want to perform a basic installation, go directly to Full stand-alone installation on page 14. Business Objects BI Server requires a database to store information about the system and its users. This database is known as the Central Management Server (CMS) database. The CMS database stores information about the Business Objects BI Server system. Other components of Business Objects BI Server can access this information as required. The CMS stores information about the following: Security Business Objects BI Server Installation Guide 11

12 2 Installing Business Objects BI Server on Windows Before you begin The CMS database stores information about the users created for the system and the rights that the users have been granted. The CMS enforces these rights. Objects Files published to Business Objects BI Server are known as objects, and include such file types as Web Intelligence and Crystal reports. The CMS database stores information about the location of these objects in the Business Objects BI Server system. It also maintains the hierarchy of folders, categories, and inboxes that the objects are organized into. Servers The CMS database stores a list of status for various servers that are part of Business Objects BI Server. Other Business Objects BI Server components can access the database to get information about the availability of services required to perform tasks in the system. For detailed information about each server, see the BusinessObjects Enterprise Administrator s Guide. Setting up the CMS database If you want to configure a database separately from the Business Objects BI Server installation, read this section. If you do not want to configure a database separately, skip this section and go to Full stand-alone installation on page 14. If you do not configure a database separately, the Business Objects BI Server installation process will automatically install the MySQL database and walk you through its setup for Business Objects BI Server. MySQL is a client/server data engine that provides local data storage and is compatible with Microsoft SQL Server. If you already have MySQL or SQL Server installed, the New installation option of the installation program creates the CMS database using your existing database engine. You can migrate this initial CMS database to another supported database server later. For details, see Configuring the intelligence tier in chapter four of the BusinessObjects Enterprise Administrator s Guide. Before installing Business Objects BI Server atop an existing installation of MySQL or Microsoft SQL Server, you must first create the database instance. You also need to complete several preparatory steps. Note: Ensure that your database server is set up to use Unicode character encoding (such as UTF-8). Consult your database documentation to determine the settings required for a Unicode configuration. For database servers such as Oracle and Sybase, during installation you need to configure 12 Business Objects BI Server Installation Guide

13 Installing Business Objects BI Server on Windows Before you begin 2 the server to use Unicode encoding for the character data types. For other databases, such as DB2, you can create the CMS database with Unicode settings on your existing database server. To set up a database account for Business Objects BI Server 1. Determine whether the CMS should use Windows NT or SQL Server authentication when connecting to your local database installation. 2. Using your usual administrative tools, create or select a user account that provides Business Objects BI Server with the appropriate privileges to your database server: If you want the CMS to connect to its database using Windows NT authentication, ensure that the Windows NT user account that you assign to the CMS belongs to the System Administrators role in your SQL Server installation. In this scenario, the Windows NT user account that you assign to the CMS is not actually used to create the system database during the installation process. Instead, your own Windows NT administrative account is used to create the database, so verify that your Windows NT account also belongs to the System Administrators role in your SQL Server installation. If you want the CMS to connect to its database using SQL Server authentication, the login that you assign to the CMS must belong to the Database Creators role in your SQL Server installation. In this scenario, the SQL Server credentials that you assign to the CMS are also used to create the database and its tables. 3. Verify that you can log on to SQL Server and carry out administrative tasks using the account you set up for use by the CMS. Installing on a non-system drive If you want to install Business Objects BI Server onto a drive other than the default C:\ drive, read this section. You can install Business Objects BI Server on any drive on your machine. The Setup program installs Business Objects BI Server files only on the drive that you specify. There is one exception to this rule. If you previously installed another Business Objects product, such as Crystal Reports, the Business Objects BI Server Setup program automatically uses the existing common directory for any shared Business Objects product files that it adds. If this common directory is on the system drive (that is, the drive containing your operating system files), Business Objects BI Server automatically installs its shared files there. Business Objects BI Server Installation Guide 13

14 2 Installing Business Objects BI Server on Windows Installation Options To install several Business Objects products on a non-system drive, install Business Objects BI Server first. All Business Objects products that you install subsequently will use this same non-system drive for their shared files. Note: If MySQL or Microsoft SQL Server is already installed on the local machine, you must first set up an account for the CMS. For detailed information about each server, see the BusinessObjects Enterprise Administrator s Guide. Installation Options You can choose between these installation types when you are installing Business Objects BI Server: Full stand-alone installation on page 14 Silent installation on page 20 Full stand-alone installation When you perform this default installation, all the client and server components are installed on the local machine. A MySQL database for the Central Management Server (CMS) is automatically created. Default user and group accounts are created, and sample reports are published to the system. When the installation is complete, the server components are started as services on the local machine. To install all components 1. Unless Autorun is enabled for your CD-ROM drive, run setup.exe from the root folder of your product distribution. When you start the installation, the Microsoft Windows Installer may need to be installed or upgraded on the local machine. If so, the Wise Installation Wizard performs the necessary modifications and prompts you when finished. Click Yes to restart the machine and resume the installation automatically. 2. In the Welcome dialog box, click Next. 3. In the License Agreement dialog box, click I accept the License Agreement, and then click Next. The Select Client or Server Installation dialog box appears. 4. Choose Perform Server Installation, and then click Next. The Perform Server Installation option ensures that all required Business Objects BI Server components are installed. 14 Business Objects BI Server Installation Guide

15 Installing Business Objects BI Server on Windows Installation Options 2 The Perform Client Installation option that also appears here only installs client tools onto a machine. This installation can be used to administer your Business Objects BI Server environment remotely. For detailed information about this type of installation, see the Client Tools Installation section in chapter three of the BusinessObjects Enterprise Installation Guide. 5. Fill out the Full Name and Organization fields. 6. Enter your product keycode in the Product Keycode field, and click Next. 7. In the Directory Selection dialog box. Select a location and click Next. 8. If you chose to install to the default location (C:\Program Files\Business Objects\), go to step 9. If you chose to install on a drive other than the default location, the Setup program asks you to select a drive for the installation of shared files. These common files are also used by Business Objects products such as Crystal Reports. Note: To install several Business Objects products on the same machine without installing files on the default system drive, first install Business Objects BI Server. When you subsequently install other Business Objects Business Objects BI Server Installation Guide 15

16 2 Installing Business Objects BI Server on Windows Installation Options software such as Crystal Reports, it will use the common file directory created by Business Objects BI Server. Otherwise, the Setup program proceeds directly to the Install Type dialog box. 9. Click New. 10. Choose the type of database server you want to install: If you want to install the MySQL database as your CMS database, click Install MySQL database server, and then click Next. This is the recommended installation. If you want to use another database for the CMS, such as Oracle or Sybase, click Use an existing database server, and then click Next. For information and instructions on how to use an existing database server, refer to the BusinessObjects Enterprise Installation Guide. This information can be found in the chapter called Installing BusinessObjects Enterprise on Windows under the section New installation. 16 Business Objects BI Server Installation Guide

17 Installing Business Objects BI Server on Windows Installation Options If you chose to install MySQL, specify the configuration for MySQL Database Server. a. Enter the port number. b. Enter and confirm the password that will be used by MySQL s root user account. c. Accept the default user name to access the CMS database or enter a new user name to override the default name. d. Enter and confirm the password that will be used to access the CMS database, and then click Next. Note: The setup program will configure the CMS to connect to its system database using the account and the password you create here. Business Objects BI Server Installation Guide 17

18 2 Installing Business Objects BI Server on Windows Installation Options 12. Choose a Web Component Adapter (WCA). If you want to use the Java WCA only and use your own Java application server: a. Select Java application server. b. Click Use preinstalled Java application server. c. Deselect the IIS ASP.NET check box, and then click Next. If you want to use the Java WCA only and have the installation install Tomcat: a. Select Java application server. b. Click the Install Tomcat application server button. c. Deselect IIS ASP.NET, and then click Next. If you want to use the IIS WCA only: a. Deselect the Java application server check box. b. Select IIS ASP.NET, and then click Next. c. Accept the default or select the web site on which to deploy the WAR file. If you have published other web sites than the default web site with IIS, you can select it here. If you want to use both the Java and IIS WCA: a. Make sure both Java application server and IIS ASP.NET are selected. 18 Business Objects BI Server Installation Guide

19 Installing Business Objects BI Server on Windows Installation Options 2 b. Accept the default or select the web site on which to deploy the WAR file. If you have published other web sites than the default web site with IIS, you can select it here. c. Select either Use preinstalled Java application server or Install Tomcat application server, and then click Next. 13. Configure Tomcat if you chose to install it.; otherwise, skip this step. Accept the defaults or change the default location for the Tomcat installation and/or the following ports, and then click Next. The Connection port The Shutdown port The Redirect port 14. When you reach the Start Installation dialog box, click Next. The installation of files begins immediately. During the installation process, you may be prompted to restart the local machine. When the installation program has finished copying files, you are given the opportunity to register your product. 15. When you reach the final setup dialog box, clear Launch BusinessObjects Administration Console unless you want to publish your own reports to Business Objects BI Server immediately. Tip: Sample reports are installed by default, so you can verify your installation and learn your way around Business Objects BI Server. 16. Click Finish. Business Objects BI Server Installation Guide 19

20 2 Installing Business Objects BI Server on Windows Installation Options Silent installation After completing the full stand-alone installation, go to section Testing your installation on page 24. A silent installation is one that you run from the command line to install Business Objects BI Server on any machine in your system. When you run a silent installation, you can: Specify all the parameters to be used for the install at the same time on the command line, rather than several at a time on each of the different install screens. Specify other options that control the prompt level you want for the install. The silent install is run from the command line. The command includes a series of parameters that provide information for installation settings and directory paths. You can also specify options that control the level of prompts during an install. The silent installation is particularly useful when you need to perform multiple installations or you do not want to interrupt people who are working on machines in your system. You can also use the silent installation command in your own scripts. For example, if your organization uses scripts to install software on machines, you can add the silent Business Objects BI Server installation command to your scripts.the silent installation command consists of the command setup.exe, followed by the install destination, and a number of parameters that provide information about the installation. The following example installs Business Objects BI Server with the CMS and Tomcat and MySQL onto the machine with no user interface and no prompt and the end of the installation.: setup.exe CLIENTLANGUAGE=EN INSTALLLEVEL=6 INSTALLDIR= c:\program Files\My Preferred_Location REBOOT=ReallySuppress PIDKEY=A1234-ABCD A6 DATABASEPWD_MYSQL =rpassword DATABASEUID=sa DATABASEPWD=mypassword /qn The example uses the most common parameters. You can choose any number of valid parameters, but it is good practice to keep the silent installation as simple as possible. 20 Business Objects BI Server Installation Guide

21 Installing Business Objects BI Server on Windows Installation Options 2 The following table lists the most common parameters used in a silent installation. To use a parameter, place it on the command line after the setup.exe command and the path for the installation files. Installation parameter CLIENTLANGUAGE INSTALLLEVEL Use Use this to specify the language version code for the install. For English, enter EN For French, enter FR For German, enter DE For Spanish, enter ES For Japanese enter JP For Simplified Chinese, enter CHS For Traditional Chinese, enter CHT For Korean, enter KO For Dutch, enter NL For Swedish, enter SV For Italian, enter IT For Portuguese, enter PT Note: If you don t enter this parameter, the regular language selection screen will appear at the beginning of your install, even if you specified the parameters for a no prompt installation. Determines which Business Objects BI Server components are installed. 6 specifies all components will be installed. 5 specifies all components will be installed except MySQL. 4 specifies all components will be installed except MySQL, CMS and Tomcat. 3 specifies all components except MySQL, CMS, Tomcat and the SDKs will be installed. If you don t specify this parameter, the default level of 5 is used. Business Objects BI Server Installation Guide 21

22 2 Installing Business Objects BI Server on Windows Installation Options Installation parameter INSTALLDIR= filepath PIDKEY= DATABASEUID=myusername DATABASEPWD_MYSQLROOT DATABASEPWD=mypassword DATABASEDRIVER DATABASEDSN=<ODBC DSN for CMS DB> DATABASEPORT Use Use this parameter to specify the machine and directory where you want to install the new Business Objects BI Server components. Replace filepath with the full path for the installation directory. For example, C:\Program Files\Business Objects Specifies your product activation keycode. Use this parameter to pass the userid for the database. Note: For trusted authentication this parameter is not required, use DATABASEAUTHENTICATION=trusted Use this parameter to specify the MySQL root password. Use this parameter to specify the administrator password for the database you ll be using for Business Objects BI Server. Note: For trusted authentication, this parameter is not required, use DATABASEAUTHENTICATION=trusted Use this parameter to identify the type of database for the CMS. For Oracle, enter OracleDatabaseSubsystem For DB2, enter DB2DatabaseSubsystem For Sybase, enter SYBASEDatabaseSubsystem For ODBC SQL, enter ODBCDatabaseSubsystem For Remote MySQL, enter MySqlDatabaseSubsystem Use this parameter to specify the ODBC DSN for the SQL CMS database. Use this parameter to specify the port used for MySQL Server. Defaults to port 3306 if it is not specified. 22 Business Objects BI Server Installation Guide

23 Installing Business Objects BI Server on Windows Installation Options 2 Installation parameter Use DATABASEDB REINITILIZE_CMS_DB=1 ENABLEAUDITING=1 DATABASEDB_AUDIT DATABASEDSN_AUDIT=<ODB C DSN for AUDITDB> DATABASEUID_AUDIT DATABSEPWD_AUDIT DATABASEPORT_AUDIT REBOOT=ReallySuppress TOMCAT_SHUTDOWN_PORT TOMCAT_REDIRECT_PORT Use this parameter to specify the name of the CMS database. This database name defaults to BOE115 if this parameter is not specified. Use this parameter to reset an existing database. Use this parameter to configure Auditor during your install. Use this parameter to change the name of the MySQL audit database, otherwise, the default name of BOE115_Audit will be used. Use this parameter to specify the ODBC DSN for the SQL Audit database. Use this parameter to pass the userid for the database for Auditor. Note: For trusted authentication this parameter is not required, use DATABASEAUTHENTICATION=trusted Use this parameter to specify the administrator password for the database you ll be using for Business Objects BI Server. For trusted authentication, this parameter is not required, use DATABASEAUTHENTICATION=trusted Use this parameter to specify the port for MySQL Auditor. Note: Use only for MySQL. Use this option to prevent the user from being prompted to reboot the machine during the install process. Use this option to specify a different shutdown port. If this option is not specified, port 8005 will be used. Use this option to specify a different redirect port. If this option is not specified, port 8443 will be used. TOMCAT_CONNECTION_PORT Use this option to specify a different connection port. If this option is not specified, port 8080 will be used. Business Objects BI Server Installation Guide 23

24 2 Installing Business Objects BI Server on Windows Testing your installation Installation parameter TOMCATDIR /qn+ /qn Use Use this to change the default directory where Tomcat is installed. If you don t specify this parameter, Tomcat will be installed in the directory TOMCAT under the default directory for Business Objects BI Server. Use this option so the user is only prompted when the installation is complete. Note: You must also enter the CLIENTLANGUAGE parameter as part of your silent install string or the language selection screen will appear at the beginning of your install. Use this option so the user is not prompted during the install, or when the install is complete. Note: You must also enter the CLIENTLANGUAGE parameter as part of your silent install string or the language selection screen will appear at the beginning of your install. Note: The silent installation is not available from the Business Objects BI Server Setup program and is intended only for experienced administrators of Business Objects BI Server. Silent installations are not recommended for upgrades. Testing your installation To test your installation, open your web browser and enter one of the following paths depending on your installation type..net Here, the term webserver represents the name of the local machine. Java desktoplaunch 24 Business Objects BI Server Installation Guide

25 Installing Business Objects BI Server on Windows Testing your installation 2 Here, the term webserver represents the name of the local machine, and portnumber represents the connection port you specified during the installation process. The log on page for InfoView should appear. If you cannot access Business Objects BI Server, start the Central Configuration Manager (CCM) from the BusinessObjects program group. Ensure that all of the servers listed are both started and enabled. To ensure that all servers are started 1. Go to Start > Programs > Business Objects > Business Objects BI Server > Central Configuration Manager. In the Central Configuration Manager, you will see a list of all the servers belonging to Business Objects BI Server. 2. Ensure that all the servers in the list have a status of Running. All started servers also have an icon of a server with a green arrow to their left. If there are any servers that have a status of Stopped, they must be started before you can access Business Objects BI Server. 3. To start a server, right-click the server name and select Start from the submenu. Tip: Alternatively you can select the server name and click the Start icon on the main toolbar. To ensure that all servers are enabled 1. When all servers are started, you must ensure that they are also enabled. To do this, click the Enable/Disable Servers icon. The Log On dialog box appears. 2. Enter your Business Objects BI Server logon information. a. In the System field, type the machine name. b. In the User Name and Password fields, enter your logon credentials. c. From the Authentication list, select the appropriate authentication type. 3. Click Connect. You will be logged on to the Business Objects BI Server system. 4. In the Enable/Disable Servers under <machinename> machine dialog box, ensure that to the left of all servers there is an icon of a server with a green arrow. This indicates that the servers are enabled. If there is an icon of a server with a do not enter symbol to the left of any of the servers, this indicates that the server is disabled. Business Objects BI Server Installation Guide 25

26 2 Installing Business Objects BI Server on Windows Troubleshooting common Business Objects BI Server problems Note: <machinename> represents the name of the machine on which Business Objects BI Server is installed. 5. If any of the servers are disabled, select the check box to the left of the server and click OK. Now when you open the Enable/Disable Servers under <machinename> machine dialog box, all the servers are enabled. Troubleshooting common Business Objects BI Server problems The following table documents some of the more common problems you may have after you install Business Objects BI Server. Problem You installed Business Objects BI Server and were able to logon to the Central Management Console with no problems but get the following message when you try to log on to InfoView: Your license key is invalid or has expired. If you received a temporary license key by purchasing another BusinessObjects product, you must register Business Objects BI Server to receive your permanent license key. A user attempts to log on with a valid user name and password but is denied access. Possible cause of problem Your evaluation period may have ended or you have entered an invalid license key for your product. Consult your Sales representative for a permanent license key or enter the correct license key in the Central Management Console. For further details on entering a license key see the BusinessObjects Enterprise Administrator s Guide. All concurrent licenses may be in use. Retry in a few minutes. The user will be allowed access when either another user logs off or their inactive session expires. During the install, you specify that you want to use an existing database. When you enter the database type, you get an error that your database environment variable is not set. Your database client is either not installed, or not accessible to the user. Exit the installation and then contact your system administrator for details on how to set this correctly on your system. After you have set this up, begin your installation again. 26 Business Objects BI Server Installation Guide

27 Business Objects BI Server Installation Guide Business Objects BI Server Product Information chapter

28 3 Business Objects BI Server Product Information Business Objects BI Server and BusinessObjects Enterprise Business Objects BI Server and BusinessObjects Enterprise Licensing Business Objects BI Server is built on the BusinessObjects Enterprise framework. This section contains information about the following topics: Licensing on page 28 Business Objects BI Server components on page 29 When you purchase Business Objects BI Server, your package includes the following services: Five concurrent access licenses for end user report viewing via the web One year of technical support and maintenance Note: For complete details on licensing terms and conditions, consult the End User License Agreement (license.pdf) located in the /docs/en directory of your program installation. InfoView InfoView has five concurrent access licenses (CAL). These licenses accept a maximum of five concurrent logons per package purchased. This means that five people can simultaneously connect to the Business Objects BI Server system for report viewing. If you require more than five simultaneous connections, you may purchase additional Business Objects BI Server packages. These additional packages may be used within a single deployment. The maximum deployment size for a single system is 20 concurrent users. If you receive a License Key Error message such as An unknown error has occurred in the license key system. Please confirm that you have not exceeded the maximum number of licenses for this product", this means you have reached the maximum number of 20 allowed licenses on a single system. Server Licenses Each Business Objects BI Server system may be installed on a single server machine with a maximum of four processors. For complete details on licensing terms and conditions, please consult the End User License Agreement (license.pdf) located in the /docs/en/ directory of your program installation. 28 Business Objects BI Server Installation Guide

29 Business Objects BI Server Product Information Business Objects BI Server components 3 Business Objects BI Server components This section provides a brief overview of the Business Objects BI Server components with details about where to find more information about them. Business Objects BI Server includes the following components: InfoView web portal interface InfoView is a web application that provides a window to Web Intelligence documents and Crystal reports published to Business Objects BI Server. InfoView allows you to view, schedule, export, and save Web Intelligence documents and Crystal reports. For more information, see the BusinessObjects Enterprise InfoView User s Guide. Central Configuration Manager The Central Configuration Manager (CCM) is a server-management tool that allows you to configure each of your Business Objects BI Server components. This tool allows you to start, stop, enable, and disable servers, and it allows you to view and to configure advanced server settings. For more information, see Administering BusinessObjects Enterprise in the BusinessObjects Enterprise Administrator s Guide. Central Management Console The Central Management Console (CMC) is a web application that provides a way to manage the Business Objects BI Server environment. It can be used to manage users, content, and servers. You can also use the CMC to stop, enable, and configure servers. For more information, see Administering BusinessObjects Enterprise in the BusinessObjects Enterprise Administrator s Guide. Universe Designer Universes are created by a universe designer using Designer. Business Objects Designer is a software tool that allows you to create universes for Web Intelligence users. For more information, see the Designer s Guide available from the Business Objects Customer Support web site at: support.businessobjects.com/documentation/. Scheduling You can run Web Intelligence documents and Crystal reports automatically at set times such as daily, weekly, hourly, or on any predefined business calendar. The report that is created is saved by the system and can be viewed by users at any time. Business Objects BI Server Installation Guide 29

30 3 Business Objects BI Server Product Information Business Objects BI Server components For more information, see BusinessObjects Enterprise Security Concepts in the BusinessObjects Enterprise Administrator s Guide. Security Business Objects BI Server allows you to set security so that you can avoid unauthorized access to the system. It contains it s own Enterprise authentication method and also supports third-party Windows NT, LDAP, and Active Directory authentication. For details about security, see BusinessObjects Enterprise Security Concepts in the BusinessObjects Enterprise Administrator s Guide. Viewers Report Viewers display Web Intelligence documents and Crystal reports pages in users web browsers. There are different Report Viewers available. For more information, see Report Viewers in the BusinessObjects Enterprise Administrator s Guide. Import Wizard The Import Wizard is a locally installed tool that allows administrators to import users, groups, folders, and reports from an existing BusinessObjects Enterprise, Crystal Enterprise, or Crystal Info implementation to Business Objects BI Server. For more information, see Importing Objects to BusinessObjects Enterprise in the BusinessObjects Enterprise Administrator s Guide. Publishing Wizard The Publishing Wizard is a locally installed tool that allows administrators and users to add Crystal reports to Business Objects BI Server. For more information, see Publishing Objects to BusinessObjects Enterprise in the BusinessObjects Enterprise Administrator s Guide. Repository Migration Wizard The Repository Migration Wizard is a tool that allows you to copy the data from an existing repository database into another data source. The source data is not removed. For more information, see Managing BusinessObjects Enterprise Repository in the BusinessObjects Enterprise Administrator s Guide. Data Source Migration Wizard The Data Source Migration Wizard is a tool that allows you to migrate Crystal reports that are based on Crystal queries, dictionaries, and Business Views to Business Objects BI Server. 30 Business Objects BI Server Installation Guide

31 Business Objects BI Server Product Information Business Objects BI Server components 3 Consult the BusinessObjects Enterprise Administrator s Guide and the BusinessObjects Enterprise User s Guide for more information about using Business Objects BI Server. While you are referring to the BusinessObjects Enterprise guides, you may encounter some information that does not apply to Business Objects BI Server. To help you differentiate between the information that applies to Business Objects BI Server and the information that does not, review the Business Objects BI Server Document Roadmap found in the docs directory of your product distribution. Business Objects BI Server Installation Guide 31

32 3 Business Objects BI Server Product Information Business Objects BI Server components 32 Business Objects BI Server Installation Guide

33 Business Objects Information Resources appendix

34 A Documentation and information services Documentation and information services Documentation Business Objects offers a full documentation set covering its products and their deployment. Additional support and services are also available to help maximize the return on your business intelligence investment. The following sections detail where to get Business Objects documentation and how to use the resources at Business Objects to meet your needs for technical support, education, and consulting. You can find answers to your questions on how to install, configure, deploy, and use Business Objects products from the documentation. What s in the documentation set? View or download the Business Objects Documentation Roadmap, available with the product documentation at The Documentation Roadmap references relevant Business Objects guides and lets you see at a glance what information is available, from where, and in what format. Where is the documentation? You can access electronic documentation at any time from the product interface, the web, or from your product CD. Documentation from the products Online help and guides in Adobe PDF format are available from the product Help menus. Where only online help is provided, the online help file contains the entire contents of the PDF version of the guide. Documentation on the web The full electronic documentation set is available to customers on the web from support web site at: Documentation on the product CD Look in the docs directory of your product CD for versions of guides in Adobe PDF format. 34 Business Objects BI Server Installation Guide

35 Customer support, consulting and training A Send us your feedback Do you have a suggestion on how we can improve our documentation? Is there something you particularly like or have found useful? Drop us a line, and we will do our best to ensure that your suggestion is included in the next release of our documentation: [email protected]. Note: If your issue concerns a Business Objects product and not the documentation, please contact our Customer Support experts. For information about Customer Support visit: support/. Customer support, consulting and training A global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business. How can we support you? Business Objects offers customer support plans to best suit the size and requirements of your deployment. We operate customer support centers in the following countries: USA Australia Canada United Kingdom Japan Online Customer Support The Business Objects Customer Support web site contains information about Customer Support programs and services. It also has links to a wide range of technical information including knowledgebase articles, downloads, and support forums. Business Objects BI Server Installation Guide 35

36 A Useful addresses at a glance Looking for the best deployment solution for your company? Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in relational and multidimensional databases, in connectivities, database design tools, customized embedding technology, and more. For more information, contact your local sales office, or contact us at: Looking for training options? From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Find more information on the Business Objects Education web site: Useful addresses at a glance Address Business Objects product information Product documentation support Business Objects Documentation mailbox [email protected] Online Customer Support support/ Content Information about the full range of Business Objects products. Business Objects product documentation, including the Business Objects Documentation Roadmap. Send us feedback or questions about documentation. Information on Customer Support programs, as well as links to technical articles, downloads, and online forums. 36 Business Objects BI Server Installation Guide

37 Useful addresses at a glance A Address Business Objects Consulting Services services/consulting/ Business Objects Education Services services/training Content Information on how Business Objects can help maximize your business intelligence investment. Information on Business Objects training options and modules. Business Objects BI Server Installation Guide 37

38 A Useful addresses at a glance 38 Business Objects BI Server Installation Guide

39 Index B Business Objects consulting services 36, 37 information resources 7 support services 35 training services 36, 37 Business Objects BI Server CCM 29 Central Configuration Manager 29 Central Management Console 29 CMC 29 Data Source Migration Wizard 30 Import Wizard 30 InfoView 29 installation 10, 14 licensing 28 Publishing Wizard 30 Repository Migration Wizard 30 Scheduling 29 Security 30 Universe Designer 29 Viewers 30 BusinessObjects Enterprise, documentation 7 C CCM 29 Central Configuration Manager 29 Central Management Console 29 checking, installation 24 CMC 29 CMS database setup 12 consultants, Business Objects 36 customer support 35 D Data Source Migration Wizard 30 database, CMS 11 documentation feedback on 35 on product CD 34 on the web 34 roadmap 34 E education. See training F feedback, on documentation 35 I Import Wizard 30 InfoView 29 installing 10, 14 on non-system drive 13 on Windows 10 options 14 procedure for 14 system requirements 11 troubleshooting 24 L Licensing InfoView 28 Server Licenses 28 M MySQL Server 12 O Online Customer Support 35 Business Objects BI Server Installation Guide 39

40 Index P Publishing Wizard 30 R Repository Migration Wizard 30 requirements, Windows 11 training 36 Windows BusinessObjects Enterprise silent installation 20 installation 10 system requirements 11 S Scheduling 29 Security 30 servers enabling 24 starting 24 silent install parameters 21 silent installation on Windows 20 support customer 35 locations 35 technical 35 web site 35 system requirements, Windows 11 T technical support 35 training, on Business Objects products 36 troubleshooting, installation 24 U Unicode 12 Universe Designer 29 V verifying, installation 24 Viewers 30 W web customer support 35 getting documentation via 34 useful addresses 36 web sites support Business Objects BI Server Installation Guide