Business Objects Mobile Configuration and Setup

Transcription

1 Configuration and Setup

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3 Copyright Information 2012 TMA Resources, Inc. All rights reserved. Produced in the United States of America. All material contained in this documentation is the confidential and proprietary property of TMA Resources, Inc. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form by any means, electronic or otherwise, without the written permission of the publisher, TMA Resources, Inc. All trademarks, service marks, and trade names referenced in this material are the property of their respective owners. TIMSS, Personify, CRM360, and DONOR360 are registered trademarks of TMA Resources, Inc. Microsoft, Windows, SQL Server,.NET, and Notepad are registered trademarks of Microsoft Corporation. Group 1, CODE-1, and Universal Coder are registered trademarks of Group 1 Software, Inc. EXPOCAD is a registered trademark of Applied Computer Technology, Inc. NetAdvantage is a registered trademark of Infragistics, Inc. Firefox is a registered trademark of Mozilla Corporation. Payflow Pro is a registered trademark of PayPal. CyberSource is a registered trademark of CyberSource Corporation. Intel is a registered trademark of Intel Corporation. Lyris ListManager is a registered trademark of Lyris Technologies, Inc. BusinessObjects, WebIntelligence, and Crystal Reports are registered trademarks of Business Objects SA. Warranties & Disclaimers The information contained in this publication may be out-of-date or include omissions, inaccuracies, or other errors. Except where expressly provided otherwise in an agreement between you and TMA Resources, all information in this publication is provided as is without warranty of any kind. TMA Resources hereby disclaims all warranties with respect to this information, whether express or implied, including the implied warranties of merchantability and fitness for a particular purpose. In no event shall TMA Resources be liable for any direct, indirect, incidental, special or consequential damages, or damages for loss of profits, revenue, data, or use, incurred by you or any third party, whether in an action in contract or tort, arising from your access to, or use of this publication. TMA Resources reserves the right to make changes or updates to this documentation at any time without notice.

4 Business Objects Mobile Configuration and Setup The configuration and setup instructions outline both the server and client (ipad/ iphone) side setup. This document assumes that administrators perform the server side configuration and are aware of the various tools of BusinessObjects Enterprise, Synchronizer. The document also references to Personify as well as SAP BusinessObjects documentation. Server Side Configuration Installing Service Pack 5 for BusinessObjects Server 1. Make sure service pack 3 is installed prior to proceeding. 2. Create a folder named "BO_SP5_TEMP" on your BOE Server. 3. Navigate to the following file path in the Personify installation package:..\business Objects\Software Upgrades\SP5 4. Copy the zip file BOESP5(Server).zip to the above created temp folder. 5. Unzip the copied file and run the setup.exe as an administrator. 6. Follow the installation wizard. Installing Mobile on BusinessObjects Server 1. Create a folder named BO_SP5_Mobile on your BOE server. 2. Navigate to the following file path in the Personify installation package:..\business Objects\Software Upgrades\SP5\Mobile 3. Copy the Mobile_SP5.exe to the above created temp folder. 4. Double click on the.exe file and follow the installation wizard. 5. Once the installation is complete perform the following: a. copy the MOBIServer.war and MOBIServer.war file to \\Program Files (x86)\sap BusinessObjects\Tomcat6\webapps. You can find the MOBIServer.war and MOBIServer.war files at the following location of your BusinessObjects Mobile installation: \\Program Files (x86)\sap BusinessObjects\Mobile 14\Server. b. Run all the batch files that you ran initially while performing a fresh install located at the following location: \Package\BusinessObjects\Fresh Install\Analyzer Image c. \Package\BusinessObjects\Fresh Install\BOE Server Files d. \Package\BusinessObjects\Fresh Install\Misc. Do not overwrite any existing jar files. When you are asked to overwrite files while pasting, select No. e. Navigate to the following location on Business Objects server and copy all jar files: Business Objects\Tomcat55\webapps\AnalyticalReporting\WEB-INF\lib f. Paste the copied files to the following location on the BusinessObjects server: Business Objects\Tomcat55\webapps\InfoViewAppActions\WEB-INF\lib Confidential & Proprietary, TMA Resources, Inc. Page 4 of 11

5 g. Restart TOMCAT to deploy the.war files. Deploying the Mobile Reports BIAR File 1. Import the Mobile.BIAR file contents to your BO Server using BOE Import Wizard. o Please refer to Importing the Report BIAR File section of the Personify Online Help on how to import content using import wizard. 2. Once imported, copy the Mobile folder to your Data Analyzer folder ( Environment Folder ). 3. Make sure the Mobile Universe connection imported as part of the import is pointing to your personify database DSN a. Launch Universe Designer. b. Navigate to Tools > Connections. c. Locate the Mobile Connection and click Edit. d. Change the Data Source Name to Personify DSN and enter the relevant user name and password for the DSN. e. Test the connection and click Next until completed, then close Designer. 4. Launch Synchronizer and select Webi Universe Connection from the main menu. 5. Check the Mobile Webi document folder. 6. Click Update Report Data Provider to make the mobile reports point to universes under your environment. Configuring Mobile Category and Reports 1. Login to CMC and navigate to Categories using either option shown below. Confidential & Proprietary, TMA Resources, Inc. Page 5 of 11

6 2. Click the category icon to open a new pop up for creating a category. 3. Enter a name for the category to reference your environment folder, for example: PPROD. 4. Once the category is created, click on it and repeat the above step and name the new category Mobile. The folders will appear as displayed below. Naming the category Mobile is critical because the app will display the reports stored only in this category. 5. Select Manage > Top Level Security > All Categories. 6. Click OK on the message box that appears. 7. Select Everyone Group and click Assign Security. 8. Select Full Control under Available Access Levels, and move it to Assigned Access Levels. 9. Click Apply. 10. Click OK. 11. Close the User Security Screen. 12. Right click the environment folder category you created (PPROD) and click User Security. 13. Click Add Principals and search for [environment folder category_tr] (e.g., PPROD_TR) group and add it to the Selected Users/Groups section. 14. Click Add and Assign Security. 15. Select Full Control under Available Access Levels, and move it to Assigned Access Levels. 16. Click Apply. 17. Click OK. 18. Close the User Security Screen. 19. Launch Data Analyzer from Personify, and navigate to the mobile reports in your category folder (e.g., PPROD). 20. Highlight a report, then right-click and select Categories. Confidential & Proprietary, TMA Resources, Inc. Page 6 of 11

7 21. Select Mobile under your environment folder category(e.g., PPROD). 22. Click OK. Client Side Configuration Copying Report to Mobile Category 1. Launch Data Analyzer from Personify and navigate to the membership advantage reports in your environment folder 2. Highlight a report, then right-click and select Categories. 3. Select Mobile under the environment folder category you created (e.g., PPROD ). 4. Click OK. Confidential & Proprietary, TMA Resources, Inc. Page 7 of 11

8 Configure SAP BI on Iphone / IPAD 1. Download the SAP BI application from the Apple App Store. Make sure the BO server has a public IP address so that it is accessible from your iphone / ipad or make sure you are connected to VPN and can access the server. To test the connectivity type in the following url in the browser of your device and it should take you to the tomcat page of the server Click the connections button. 3. Click Create manually. 4. Add the following connection information: Name: BOSERVER Server URL: CMS Name: <BOCMC> Authentication: Enterprise Default: On User Name: Data Analyzer User ID ( ex PPROD_ORG_ORGUNIT_TR_USER) Password: personify password Save Password : On Confidential & Proprietary, TMA Resources, Inc. Page 8 of 11

9 5. After entering the above values, click Done. Confidential & Proprietary, TMA Resources, Inc. Page 9 of 11

10 6. Click the new connection added to log on to the server. Once logged in you should see the reports copied to the category. Confidential & Proprietary, TMA Resources, Inc. Page 10 of 11

11 7. Click on any of the reports to view the report output. SAP BI App Limitations Below is a matrix showing the functionality of Data Analyzer reports that are supported on SAP BI app for BO XI 3.1 Mobile Apps Features BOE 3.1 SAP BI ( DA Reports) Bar Charts Line Charts Pie Charts Open Doc Links (Connecting to other Reports) Reports with prompts Plotting data on Google Maps Input Controls Drillable reports Reports with Sort and Breaks Crystal Reports Other Type of Charts The SAP BI app available on Play Store for Android devices only connects to BI 4.0 environment Confidential & Proprietary, TMA Resources, Inc. Page 11 of 11