SAP BusinessObjects Document Version: 4.1 Support Package 7 2015-11-27. Dashboards and Presentation Design Installation Guide



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SAP BusinessObjects Document Version: 4.1 Support Package 7 2015-11-27 Dashboards and Presentation Design Installation Guide

Content 1 Document History....3 2 About this Guide....4 3 Planning Installations....5 3.1 Getting started....5 Overview of Dashboards and Presentation Design....5 Installation types....5 Upgrading from a previous version of Dashboards or Presentation Design....6 3.2 Key tasks....7 Interactive installations....7 Silent installations.... 8 3.3 Naming conventions....9 Variables....9 4 Preparing for Installations....10 4.1 System requirements....10 5 Performing Installations....11 5.1 Interactive installations....11 5.2 Silent installations....13 Scripted silent installations.... 13 Command-line silent installations....17 6 Post Installation....22 6.1 Maintaining your installation of Dashboards or Presentation Design....22 2 2015 SAP SE or an SAP affiliate company. All rights reserved. Content

1 Document History The following table provides an overview of the most important document changes. Version Date Description SAP BusinessObjects Dashboards 4.1 August 2012 Initial release. SAP BusinessObjects Dashboards 4.1 Support Package 3 SAP BusinessObjects Dashboards 4.1 Support Package 4 March 2014 June 2014 Updated the interactive installation procedure. Added a note about enabling Adobe Flash Player. Document History 2015 SAP SE or an SAP affiliate company. All rights reserved. 3

2 About this Guide This guide is intended for business intelligence decision-makers and administrators responsible for installing and using SAP BusinessObjects Dashboards, and SAP Crystal Presentation Design on Windows client machines in corporate environments. These products are documented in a single guide because they have many common features. You can install the products interactively from the Dashboards and Presentation Design media on a stand-alone or client machine. You can also install the products silently (using a script or from the command line) on multiple machines. This guide covers important information about planning, preparing, and performing installations and maintenance tasks. For more information about features and capabilities, see the Dashboards and Presentation Design User Guide. Related Information System requirements [page 10] 4 2015 SAP SE or an SAP affiliate company. All rights reserved. About this Guide

3 Planning Installations 3.1 Getting started 3.1.1 Overview of Dashboards and Presentation Design Dashboards is data visualization software that allows you to create and export interactive dashboards from Excel spreadsheets or other external data sources. These dashboards contain various components, such as charts, gauges, and dials, that are bound to data sources. The components display the data in a compact and visual manner. Presentation Design is a presentation tool that enables users to create and export interactive dashboards from Excel spreadsheets. For more information about Dashboards' features and capabilities, see the Dashboards and Presentation Design User Guide. 3.1.2 Installation types You can install Dashboards and Presentation Design on a client or a stand-alone Windows machine. An interactive installation involves running a program from the installation media. If you have a large-scale deployment, you can perform one of the following silent installations: Scripted silent installation involves writing parameters to a response.ini file, and then using the file to run the installation program. Command-line silent installation involves passing parameters to the installation program directly. Related Information Interactive installations [page 7] Silent installations [page 8] Planning Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 5

3.1.2.1 Integration SAP deployments You can install Dashboards on a client machine, and use it to connect to an SAP Crystal Reports Server OEM Edition or an SAP BusinessObjects Business Intelligence platform deployment. You can also install Dashboards on a stand-alone machine side by side with a Crystal Reports or BI platform deployment. Your deployment must be operational and accessible when you run the installation program. SAP systems If you have a BI platform deployment, you can connect to BEx query data through the Query Browser in Dashboards and deploy your Dashboards models onto the BI platform. If you do not have a BI platform deployment, you can create an SAP BW Connection in the Data Manager in Dashboards. Before you install Dashboards, install SAP Frontend 7.x with BI Add Ons. Dashboards requires Java and ABAP to connect to SAP BW EhP1SP5 (or later). For more information about deploying SAP BW, see the documentation available at http://help.sap.com. Live Office If you want to create Live Office objects, you can install Live Office after you install Dashboards. Live Office is not required for refresh capabilities. 3.1.3 Upgrading from a previous version of Dashboards or Presentation Design If you have a previous version of the application installed, there are several options for upgrading to Dashboards or Presentation Design 4.1, depending on the existing version: If the existing version is Xcelsius 2008 or earlier, there are two installation options: Side-by-side installation: installs the new version without changing the previous version. 6 2015 SAP SE or an SAP affiliate company. All rights reserved. Planning Installations

Upgrade: removes the previous version and installs the new version. For a machine with Dashboard Design or Presentation Design 4.0 installed, you can use a patch installation to upgrade to the current version. You can install the patch using any of the methods described in this document, that is, interactively or as a scripted or command-line silent install. Patch installation parameters are determined by the existing version of the application. If you want to perform a full installation of the current version, for instance, to specify new language packs or a different directory for the installation, Dashboard Design or Presentation Design 4.0 must be uninstalled first. 3.2 Key tasks 3.2.1 Interactive installations Interactive installations allow you to install and configure Dashboards and Presentation Design on a client or a standalone Windows machine using a wizard. You must have Administrator privileges on your local machine to install Dashboards or Presentation Design. Before you install the products, ensure that Adobe Flash Player 11 (or later) and Microsoft Excel 2007 (or later) are installed. On Windows 2012, the Adobe Flash Player is included as an add-on for Internet Explorer. However, you must manually enable the add-on. For details, see http://social.technet.microsoft.com/forums/windowsserver/en- US/4a178833-1fe0-4cec-81b0-bb8769f0ea03/how-do-i-install-flash-player-in-server-2012? forum=winserver8gen. If a previous version of the application exists on the machine, you must either upgrade it with a new installation or a patch, or carry out a side-by-side installation. The available options depend on the existing version; see Upgrading from a previous version of Dashboards or Presentation Design [page 6] for more information. Related Information To install Dashboards or Presentation Design interactively [page 11] To patch Dashboards or Presentation Design interactively [page 12] Planning Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 7

3.2.2 Silent installations Silent installations allow you to install and configure Dashboards and Presentation Design on a client or a standalone Windows machine. You must have Administrator privileges on your local machine to install Dashboards or Presentation Design. You can run an unattended silent installation from the installation media using a response.ini file. You can also specify installation parameters directly at the command line. All options available during interactive installations are also available during silent installations. Scripted and command-line silent installations use the same parameters. Using a response.ini file is recommended if your installation requires a large number of parameters, or if you want to integrate scripts and commands into your own installation scripts. Dashboards and Presentation Design do not support silent installations when the installation files are on multiple media sources. In this case, you must first copy all installation contents to a single location, and then run the silent installation. Before you install the products, ensure that Adobe Flash Player 11 (or later) and Microsoft Excel 2007 (or later) are installed. On Windows 2012, the Adobe Flash Player is included as an add-on for Internet Explorer. However, you must manually enable the add-on. For details, see http://social.technet.microsoft.com/forums/windowsserver/en- US/4a178833-1fe0-4cec-81b0-bb8769f0ea03/how-do-i-install-flash-player-in-server-2012? forum=winserver8gen. If a previous version of the application exists on the machine, you must either upgrade it with a new installation or a patch, or carry out a side-by-side installation. The available options depend on the existing version; see Upgrading from a previous version of Dashboards or Presentation Design [page 6] for more information. Related Information To install Dashboards or Presentation Design using a silent script [page 14] To install Dashboards or Presentation Design silently from the command line [page 17] 8 2015 SAP SE or an SAP affiliate company. All rights reserved. Planning Installations

3.3 Naming conventions 3.3.1 Variables This guide uses the following variables. Variable <COLLATERALS> Description The directory where collateral files are located on the Dashboards and Presentation Design media. D:\Collaterals\docs\<LANGUAGE> Acceptable values for <LANGUAGE> are: en, fr, de, ja, es, zh_cn, it, nl, ru, ko, zh_tw, pt, sv, pl, nb, da, th, fi, cs, hu, sk, tr <INSTALLDIR> The directory where SAP BusinessObjects Business Intelligence platform is installed. C:\Program Files (x86)\sap BusinessObjects Planning Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 9

4 Preparing for Installations 4.1 System requirements For a current list of supported operating systems and hardware requirements, see Analytics SBOP Dashboards 4.1 on the Product Availability Matrix (PAM) at https://support.sap.com/release-upgrademaintenance/pam.html. 10 2015 SAP SE or an SAP affiliate company. All rights reserved. Preparing for Installations

5 Performing Installations 5.1 Interactive installations 5.1.1 To install Dashboards or Presentation Design interactively 1. Run setup.exe from the Dashboards or Presentation Design media. 2. Select a language for the installation program, and click OK. 3. Read the information on the Welcome page, and click Next. 4. Ensure that all of the critical dependencies are present, and click Next. 5. Review the License Agreement, select I accept the License Agreement, and click Next. 6. (Optional) On the Specify the destination folder page, enter the installation directory. If you have already installed an SAP BusinessObjects product, this page will be disabled and the desktop client will be installed into the default <INSTALLDIR> directory. Accept the default installation directory, and click Next. If you want to install to a different directory, click Browse, select a directory, click OK, and click Next. The application is installed to the Xcelsius 4.1 subdirectory under <INSTALLDIR>. 7. Enter your Product Key and click Next. 8. If a previous version of the application is detected, choose whether you want to perform a side-by-side installation, or a simple upgrade. If you choose a side-by-side installation, the previous version of the application is left unchanged, and the new version is installed. If you choose an upgrade, the previous version of the application is uninstalled before the new version is installed. 9. On the Select Language Packages page, select the language packages that you want to install, and click Next. Restriction Ensure that you select all of the necessary language packs before you proceed through the wizard. If you need additional language packs in the future, you will have to uninstall and reinstall the desktop client. 10. On the Select Install Type page, select one of the following options: Typical installs only Dashboards or Presentation Design. Custom allows you to select Dashboards or Presentation Design, and the Component SDK. Performing Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 11

Tip Component SDK allows Adobe Flex 4 developers to create and package add-ons for Dashboards. 11. Proceed through the wizard to the Start Installation page, and then click Next. The installation process begins. 12. When the installation is complete, click Finish. You can now run Dashboards from Start Programs Dashboards. You can now run Presentation Design from Start Programs SAP Crystal Presentation Design 2011. Related Information Interactive installations [page 7] 5.1.2 To patch Dashboards or Presentation Design interactively 1. Run setup.exe from the Dashboards or Presentation Design media. The interactive installation wizard appears. 2. Select a language for the installation program, and click OK. 3. Ensure that all of the critical dependencies are present, and proceed through the wizard to the License Agreement page. 4. Review the License Agreement, select I accept the License Agreement, and click Next. 5. Proceed through the wizard to the Start Installation page, and then click Next. The installation process begins. 6. When the installation is complete, click Finish. You can now run Dashboards from Start Programs Dashboards. You can now run Presentation Design from Start Programs SAP Crystal Presentation Design 2011. 12 2015 SAP SE or an SAP affiliate company. All rights reserved. Performing Installations

5.2 Silent installations 5.2.1 Scripted silent installations 5.2.1.1 To create a response file for a scripted silent installation Before you run a scripted silent installation, you must use the Dashboards or Presentation Design media to create a response.ini file. 1. Run setup.exe -w C:\response.ini from the installation media. The interactive installation wizard appears. 2. Proceed through the wizard, selecting your installation options. Follow the instructions in the To install Dashboards or Presentation Design interactively section. 3. On the Start installation page, click Next, and then click OK. The installation program writes your installation options to the response.ini file, and closes. You can now open C:\response.ini in a text editor to review your installation options. Example In this example, these are the selected installation options: side-by-side installation default installation type include English and Japanese language packs English installation language Dashboards or Presentation Design, and the Component SDK Restriction Xcelsius.Designer is a required feature. ### #property.choosesimpleupgrade.description# choosesimpleupgrade=0 ### Installation directory installdir=<installdir> ### #property.installtype.description# installtype=default ### Product keycode productkey=xxxxx-xxxxxxx-xxxxxx-xxxxxxx-xx ### Registered Company registeredcompany=any Company ### Registered User registereduser=john Smith ### #property.selectedlanguagepack.description# selectedlanguagepacks=en;ja ### Setup UI language setupuilanguage=en ### Available features ### ------------------ ### root ### Xcelsius.Designer Performing Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 13

### Xcelsius.SDK features=xcelsius.designer,xcelsius.sdk If you want to add a note or comment to the response.ini file, you can add ### to the beginning of a line. Lines that begin with ### are not processed by setup.exe Related Information Variables [page 9] Silent installations [page 8] To install Dashboards or Presentation Design using a silent script [page 14] Parameters for scripted silent installations [page 15] To install Dashboards or Presentation Design interactively [page 11] 5.2.1.2 To install Dashboards or Presentation Design using a silent script You can perform a silent scripted installation using a response.ini file that contains your installation parameters. Tip Remember to add a valid keycode to your response.ini file. 1. Run setup.exe -r C:\response.ini from the Dashboards or Presentation Design media. The silent installation reads parameters from the response.ini file. 2. Wait a few minutes for the installation to complete. You can now run Dashboards from Start Programs Dashboards. You can now run Presentation Design from Start Programs SAP Crystal Presentation Design 2011. Related Information Silent installations [page 8] To create a response file for a scripted silent installation [page 13] Parameters for scripted silent installations [page 15] 14 2015 SAP SE or an SAP affiliate company. All rights reserved. Performing Installations

5.2.1.3 Parameters for scripted silent installations Syntax Remember You can specify parameters within a response.ini file or at the command line. If you specify commandline parameters in addition to a response.ini file, the command-line parameters take precedence. Table 1: Parameter Description Example choosesimpleupgrade The method of installation: choosesimpleupgrade=1 0 (Perform a side-by-side installation if a previous version of Dashboards or Xcelsius is detected.) 1 (Automatically remove the previous version of Dashboards or Xcelsius.) features The features available on the feature tree. Acceptable values are: features=xcelsius.designer,xcel sius.sdk Xcelsius.Designer (Dashboards or Presentation Design) Restriction This is a required feature. Xcelsius.SDK (Component SDK allows Adobe Flex 4 developers to create and package add-ons for Dashboards.) Separate features with a comma (,). installdir The SAP BusinessObjects installation path. If you have already installed an SAP BusinessObjects product, the desktop client will be installed into the default <INSTALLDIR> directory. installdir=c:\program Files (x86)\sap BusinessObjects\ installtype The type of installation: installtype=default Default installs all components automatically. Custom lets you select features from the feature tree. Performing Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 15

Parameter Description Example productkey A valid product keycode. Tip Remember to add a valid keycode to your response.ini file. productkey=xxxxx-xxxxxxx- XXXXXX-XXXXXXX-XX selectedlanguagepack s The language packs that you want to install. You can select more than one language. Acceptable values are: selectedlanguagepacks=en;ja en (English) fr (French) de (German) ja (Japanese) es (Spanish) zh_cn (Simplified Chinese) it (Italian) nl (Dutch) ru (Russian) ko (Korean) zh_tw (Traditional Chinese) pt (Portuguese) sv (Swedish) pl (Polish) nb (Norwegian Bokmal) da (Danish) th (Thai) fi (Finnish) cs (Czech) hu (Hungarian) sk (Slovakian) tr (Turkish) Separate language packs with a semicolon (;). 16 2015 SAP SE or an SAP affiliate company. All rights reserved. Performing Installations

Parameter Description Example setupuilanguage The language that you want to use during the installation. You can select only one language. Acceptable values are: setupuilanguage=ja en (English) fr (French) de (German) ja (Japanese) es (Spanish) zh_cn (Simplified Chinese) it (Italian) nl (Dutch) ru (Russian) ko (Korean) zh_tw (Traditional Chinese) pt (Portuguese) sv (Swedish) pl (Polish) nb (Norwegian Bokmal) da (Danish) th (Thai) fi (Finnish) cs (Czech) hu (Hungarian) sk (Slovakian) tr (Turkish) Related Information Variables [page 9] Silent installations [page 8] To create a response file for a scripted silent installation [page 13] To install Dashboards or Presentation Design using a silent script [page 14] 5.2.2 Command-line silent installations 5.2.2.1 To install Dashboards or Presentation Design silently from the command line You can perform a silent command-line installation by passing parameters directly at the command line. Performing Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 17

When you perform a command-line silent installation, you automatically accept the End-User License Agreement (EULA). You can find a copy of the license agreement in the <COLLATERALS> directory on your Dashboards or Presentation Design media. 1. Run setup.exe -q from the installation media, followed by the parameters you need. In this example, these are the selected installation options: side-by-side installation default installation type include English and Japanese language packs English installation language Dashboards or Presentation Design, and the Component SDK Restriction Xcelsius.Designer is a required feature. setup.exe -q choosesimpleupgrade=0 installdir="<installdir>" installtype=default productkey="xxxxx-xxxxxxx-xxxxxx-xxxxxxx-xx" selectedlanguagepacks="en;ja" setupuilanguage="en" features="xcelsius.designer,xcelsius.sdk" Due to the limitations of the command prompt, if you specify more than one value for any parameter, enclose all of the values in quotation marks ("). 2. Wait a few minutes for the installation to complete. You can now run Dashboards from Start Programs Dashboards. You can now run Presentation Design from Start Programs SAP Crystal Presentation Design 2011. Related Information Variables [page 9] Silent installations [page 8] Parameters for command-line silent installations [page 19] 18 2015 SAP SE or an SAP affiliate company. All rights reserved. Performing Installations

5.2.2.2 Parameters for command-line silent installations Syntax You can specify parameters within a response.ini file or at the command line. If you specify commandline parameters in addition to a response.ini file, the command-line parameters take precedence. Due to the limitations of the command prompt, if you specify more than one value for any parameter, enclose the values in quotation marks (for example, selectedlanguagepacks="en;fr;de"). Table 2: Parameter Description Example choosesimpleupgrade The method of installation: choosesimpleupgrade="1" 0 (Perform a side-by-side installation if a previous version of Dashboards or Xcelsius is detected.) 1 (Automatically remove the previous version of Dashboards or Xcelsius.) features The features available on the feature tree. Acceptable values are: features="xcelsius.designer,xce lsius.sdk" Xcelsius.Designer (Dashboards or Presentation Design) Restriction This is a required feature. Xcelsius.SDK (Component SDK allows Adobe Flex 4 developers to create and package add-ons for Dashboards.) Separate features with a comma (,). installdir The SAP BusinessObjects installation path. If you have already installed an SAP BusinessObjects product, the desktop client will be installed into the default <INSTALLDIR> directory. installdir="c:\program Files (x86)\sap BusinessObjects\" Performing Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 19

Parameter Description Example installtype The type of installation: installtype="default" Default installs all components automatically. Custom lets you select features from the feature tree. productkey A valid product keycode. productkey="xxxxx-xxxxxxx- XXXXXX-XXXXXXX-XX" selectedlanguagepack s The language packs that you want to install. You can select more than one language. Acceptable values are: selectedlanguagepacks="en;ja" en (English) fr (French) de (German) ja (Japanese) es (Spanish) zh_cn (Simplified Chinese) it (Italian) nl (Dutch) ru (Russian) ko (Korean) zh_tw (Traditional Chinese) pt (Portuguese) sv (Swedish) pl (Polish) nb (Norwegian Bokmal) da (Danish) th (Thai) fi (Finnish) cs (Czech) hu (Hungarian) sk (Slovakian) tr (Turkish) Separate language packs with a semicolon (;). 20 2015 SAP SE or an SAP affiliate company. All rights reserved. Performing Installations

Parameter Description Example setupuilanguage The language that you want to use during the installation. You can select only one language. Acceptable values are: setupuilanguage="ja" en (English) fr (French) de (German) ja (Japanese) es (Spanish) zh_cn (Simplified Chinese) it (Italian) nl (Dutch) ru (Russian) ko (Korean) zh_tw (Traditional Chinese) pt (Portuguese) sv (Swedish) pl (Polish) nb (Norwegian Bokmal) da (Danish) th (Thai) fi (Finnish) cs (Czech) hu (Hungarian) sk (Slovakian) tr (Turkish) Related Information Silent installations [page 8] To install Dashboards or Presentation Design silently from the command line [page 17] Performing Installations 2015 SAP SE or an SAP affiliate company. All rights reserved. 21

6 Post Installation 6.1 Maintaining your installation of Dashboards or Presentation Design You can use Add/Remove Programs or Programs and Features in Control Panel to repair, modify, or remove your installation of Dashboards or Presentation Design. 22 2015 SAP SE or an SAP affiliate company. All rights reserved. Post Installation

Important Disclaimers and Legal Information Coding Samples Any software coding and/or code lines / strings ("Code") included in this documentation are only examples and are not intended to be used in a productive system environment. The Code is only intended to better explain and visualize the syntax and phrasing rules of certain coding. SAP does not warrant the correctness and completeness of the Code given herein, and SAP shall not be liable for errors or damages caused by the usage of the Code, unless damages were caused by SAP intentionally or by SAP's gross negligence. Accessibility The information contained in the SAP documentation represents SAP's current view of accessibility criteria as of the date of publication; it is in no way intended to be a binding guideline on how to ensure accessibility of software products. SAP in particular disclaims any liability in relation to this document. This disclaimer, however, does not apply in cases of wilful misconduct or gross negligence of SAP. Furthermore, this document does not result in any direct or indirect contractual obligations of SAP. Gender-Neutral Language As far as possible, SAP documentation is gender neutral. Depending on the context, the reader is addressed directly with "you", or a gender-neutral noun (such as "sales person" or "working days") is used. If when referring to members of both sexes, however, the third-person singular cannot be avoided or a gender-neutral noun does not exist, SAP reserves the right to use the masculine form of the noun and pronoun. This is to ensure that the documentation remains comprehensible. Internet Hyperlinks The SAP documentation may contain hyperlinks to the Internet. These hyperlinks are intended to serve as a hint about where to find related information. SAP does not warrant the availability and correctness of this related information or the ability of this information to serve a particular purpose. SAP shall not be liable for any damages caused by the use of related information unless damages have been caused by SAP's gross negligence or willful misconduct. All links are categorized for transparency (see: http://help.sap.com/disclaimer). Important Disclaimers and Legal Information 2015 SAP SE or an SAP affiliate company. All rights reserved. 23

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