September 9 11, 2013 Anaheim, California 0513 - Make It Look Like Your Own: Customizing SAP BI 4.1 Derrick Wan, BusinessObjects BI Platform, SAP
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Learning Points Learn what you can do with BI launch pad In-Product Customization Learn what you can do with the Install Customization Tool 3
Agenda Features Overview BI launch pad In-Product Customization Installer and Crystal Report 2011 Customization Demo Q&A 4
Features Overview BI launch pad / Open Document Customization Business Intelligence Platform Installer Customization SAP Crystal Reports 2011 Customization 5
Key Concepts Web Application Customization Installation package Customization template Template.zip file in the Collaterals\CustomizationTemplate BOE WAR file Branding bundles com.businessobjects.webpath.infoviewbranding.jar com.businessobjects.webpath.opendocumentbranding.jar Web application deployment 6
Customization Process for BI launch pad Decide what customizations are required Result: Customized BI launch pad Extract branding bundles from template.zip Deploy customization files Create Customization files NOTE: The process shown assumed you have SAP BusinessObjects Business Intelligence Platform installed already 7
BI launch pad In-Product Customization What can you customize? Logo Branding (or skinning ) Theming Easily customizable Ease of delivery to customers Changes persist throughout product lifecycle (maintenance) Documentation 8
Best Practices Test the customization first on a test installation before performing customizations on your production systems Never modify the properties file in the C:\Program Files (x86)\sap BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\warfiles\webapps\BOE\WEB-INF\config\default directory as only changes in the custom directory will be maintained over patches. Never modify the properties files directly in the tomcat work directory as they will be overridden during a patch or when re-deploying your web application. 9
BI launch pad In-Product Customization NOTE: not all components are customizable through this process. 10
BI launch pad Branding (SAP BI 4.0 FP3) Supported Branding Logos On BI launch pad and OpenDocument logon pages, top right corner On BI launch pad application page, top-left corner Application title On BI launch pad and OpenDocument logon page URLs to access the application BI launch pad logon path (defaults to BI/) Not available for OpenDocument 11
Example 1: How to change name of BI launch pad 1. Create BIlaunchpad.properties file in folder SAP BusinessObjects\SAP BusinessObjects Enterprise XI4.0\warfiles\webapps\BOE\WEB-INF\config\custom 2. Add the following properties app.name=my BI launch pad app.name.greeting=businessobjects app.name.short=my BI launch pad app.url.name=/mybi 12
BI launch pad Theming (4.0 FP3) Supported Theming Colors Change colors defined in CSS Change colors defined by images Images and Icons All Images and icons used in the application Does not include document type/plugin icons Does not include menu and button 13
BI launch pad Theming (4.0 FP3) 14
BI launch pad Theming (4.0 FP3) 15
Example 2: How to theme BI launch pad? 1. Create BI launch pad and OpenDocument branding bundle com.businessobjects.webpath.infoviewbranding.jar com.businessobjects.webpath.opendocumentbranding.jar 2. Bundle contain Custom css file which allows overriding of certain background colors, patterns, css styles such as border, paddling, and margins Certain animated gifs (e.g. progress indicator) The icon displayed in the browser URL bar An image directory with all images supported for customization 16
Example 2: How to theme BI launch pad? 3. Drop bundle in folder SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\warfiles\webapps\BOE\WEB-INF\eclipse\plugins 4. Run Wdeploy 17
What is in the customize.css? 18
Customized BI launch pad Logon Page 19
Documentation and Samples The collaterals in template.zip contain a sample customization of BI launch pad and OpenDocument containing a custom.css file as well as all images that can be customized SAP BusinessObjects BI Customization Guide contains detailed documentation 20
Example 3: Customize BI launch pad Preferences Customize BI launch pad starting page Home Tab Default or custom BI workspace Document Tab My Documents Folders Categories 21
Example 3: Customize BI launch pad Preferences 22
Installer and Crystal Reports 2011 Customization 23
How does it work? SAP Release Customizations SAP Customization folder 24
Planning Your Customization Process Base BI Platform setup.exe Customized BI Platform setup.exe Decide what customizations are required Run the customization tool (OEMtool.exe) Write the configuration file (oem.xml) 25
XML input file and OEMTool 26
Best Practices for Creating Customized Install Validate the configuration file Reduce Product Size Apply customized names consistently Consider name change in all languages Modify patch installation programs to be consistent with the main installation program Test rollback, modify, and repair installations for Support Packages and patches 27
Decide What Customizations are Required What can you customize? Installer branding/graphics (e.g. change product name, change billboard, graphics, start menu, directory, etc.) Create custom installation and maintenance packages by removing undesired features Embed key code Removal of language packs 28
Graphic Rebranding Swapping installer graphics using the customization tool Base BOE 29
Product Names Customization The product name and version appears on the top window banner and in text throughout the setup UI 30
Creating Customized Installation Packages The feature tree can be customized to include only the necessary features 31
Crystal Reports 2011 In Product Customization What can you customize? Splash screen Product name and menu Start page 32
Demo 33
Questions? 34
35 Derrick Wan, Product Owner, BusinessObjects BI Platform, SAP derrick.wan@sap.com
Appendix SAP BusinessObjects BI Customization Guide Tutorial: Branding and Theming of BI launch pad Tutorial: How to customize BI launch pad home page Tutorial: Customizing BI launch pad name 36
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