Dashboards SharePoint Installation Guide SAP BusinessObjects 4.1

Transcription

1 Dashboards SharePoint Installation Guide SAP BusinessObjects 4.1

2 Copyright 2011 SAP AG. All rights reserved.sap, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.these materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

3 Contents Chapter 1 About this Guide...5 Chapter Planning...7 Overview of Dashboards SharePoint...7 Office SharePoint Server 2007 installations...7 Office SharePoint Server 2010 installations...8 Variables...8 Chapter Installation...9 Performing Office SharePoint Server 2007 installations...9 To copy Web Part.dll files to Office SharePoint Server To add the Web Part to the Office SharePoint Server 2007 web configuration file...10 To install the Web Part using the Office SharePoint Server 2007 command-line administration interface...10 To change the Office SharePoint Server 2007 trust level...11 To configure the Web Part on Office SharePoint Server To perform Office SharePoint Server 2010 installations...12 Chapter Post-Installation...13 Uploading Dashboards models as SharePoint documents...13 To upload Dashboards models to Office SharePoint Server...13 Adding the Web Part to Office SharePoint Server pages...13 To add the Web Part to an Office SharePoint Server page...14 Office SharePoint Server uninstallation...14 Appendix A More Information...17 Index 19 3

4 Contents 4

5 About this Guide About this Guide This guide is intended for business intelligence users who need to use Dashboards with the Microsoft SharePoint Server in corporate environments. This version of the software supports Microsoft SharePoint 2007 and For more information about features and capabilities, see the Dashboards and Presentation Design User Guide. 5

6 About this Guide 6

7 Planning Planning 2.1 Overview of Dashboards SharePoint 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. Microsoft SharePoint Server is a software platform that allows you to connect visualizations to SharePoint lists, to create interconnected visualizations for what-if analyses or drill-downs, and to allow users to customize elements of their visualizations (such as data, components, alert levels, date ranges, and default parameters). You must install the Dashboards SharePoint Web Part on your SharePoint Server to work with Dashboards models (.swf files). For Office SharePoint Server 2007 and 2010, you will need to copy the Web Part files from the Dashboards media, and then configure them. 2.2 Office SharePoint Server 2007 installations For Office SharePoint Server 2007, the installation involves the following steps: 1. Copy the Dashboards Web Part.dll files from the Dashboards media. 2. Add the Web Part to the SharePoint configuration file. 3. Install the Web Part using the SharePoint command-line administration interface. 4. Modify the SharePoint trust level. 5. Configure the Web Part. 6. (For SharePoint 2010: enable Browser File Handling access so that you can view Flash content.) 7. Upload your Dashboards models as SharePoint documents. 8. Add the models to SharePoint Server pages. Related Topics To copy Web Part.dll files to Office SharePoint Server 2007 To add the Web Part to the Office SharePoint Server 2007 web configuration file To install the Web Part using the Office SharePoint Server 2007 command-line administration interface To change the Office SharePoint Server 2007 trust level 7

8 Planning To configure the Web Part on Office SharePoint Server 2007 Uploading Dashboards models as SharePoint documents Adding the Web Part to Office SharePoint Server pages 2.3 Office SharePoint Server 2010 installations For Office SharePoint Server 2010, you will need to perform all of the steps for installing Office SharePoint Server 2007, and also enable Browser File Handling access so that you can view Flash content in SharePoint Variables This guide uses the following variables. Variable <MSSHAREDIR> <SP2007DIR> <WWWROOTDIR> Description The directory where shared Microsoft files are located on Office SharePoint Server C:\Program Files\Common files\microsoft Shared\ The directory where Office SharePoint Server 2007 files are located on the Dashboards media. D:\Portal Integration Kits\SharePoint Portal\2007\win32 The web application root directory on Office SharePoint Server C:\Inetpub\wwwroot\ 8

9 Installation Installation 3.1 Performing Office SharePoint Server 2007 installations To copy Web Part.dll files to Office SharePoint Server Extract <SP2007DIR>/Xwp.zip from the Dashboards media to C:\xwpfiles The Xwp.zip file contains the following files: File CrystalXcelsius.WebParts.Container_Business Objects.cab Xwp.dll web.config XC Consumer Test.swf XC Consumer Test.xlf XC Provider Test.swf XC Provider Test.xlf Contents Required Web Part.dll files A sample SharePoint web configuration file Sample Dashboards data connection files that can consume data from SharePoint Sample Dashboards data connection files that can provide data to SharePoint 2. Copy Xwp.dll to C:\Windows\assembly. You can now add the Dashboards Web Part to the SharePoint Portal Server web configuration file. Related Topics Variables Office SharePoint Server 2007 installations To add the Web Part to the Office SharePoint Server 2007 web configuration file 9

10 Installation To add the Web Part to the Office SharePoint Server 2007 web configuration file 1. On your Office SharePoint Server 2007, copy <WWWROOTDIR>\wss\VirtualDirecto ries\80\web.config to web.config.bak 2. Open web.config in a text editor. 3. Add the following string between <SafeControls> and </SafeControls> <SafeControl Assembly="Xwp, Version= , Culture=neutral, PublicKeyToken=7e58495fla9ea430" Namespace="CrystalXcelsius.Sharepoint.WebParts" TypeName="*" Safe="True"/> Note: You can use the string in the sample web.config file contained in Xwp.zip. 4. Save and close web.config You can now install the Dashboards Web Part using the command-line administration interface. Related Topics Variables Office SharePoint Server 2007 installations To install the Web Part using the Office SharePoint Server 2007 command-line administration interface To install the Web Part using the Office SharePoint Server 2007 command-line administration interface 1. Ensure that you have already extracted <SP2007DIR>/Xwp.zip from the Dashboards media to the C:\xwpfiles directory. For more information, see the To copy Web Part.dll files to Office SharePoint Server 2007 section. 2. On your Office SharePoint Server 2007, in the command prompt, navigate to <MSSHAREDIR>\web server extensions\12\bin and run the following command (for SharePoint 2010, navigate instead to this folder: <MSSHAREDIR>\web server extensions\14\bin): STSADM.EXE -o addwppack -filename "C:\xpwfiles\CrystalXcelsius.WebParts. Container_Business Objects.cab" -url The command-line administration interface performs the installation. When the installation is complete, the following message appears: Operation completed successfully. You can now change the Office SharePoint Server 2007 trust level. 10

11 Installation Related Topics Variables Office SharePoint Server 2007 installations To change the Office SharePoint Server 2007 trust level To change the Office SharePoint Server 2007 trust level 1. On your Office SharePoint Server 2007, open <WWWROOTDIR>\wss\VirtualDirecto ries\80\web.config in a text editor. 2. Search web.config for the following string: <trust level="wss_minimal" originurl="" /> 3. Delete the string and add the following string to the file: <trust level="full" originurl="" /> 4. Save and close web.config You can now configure the Dashboards Web Part. Related Topics Variables Office SharePoint Server 2007 installations To configure the Web Part on Office SharePoint Server To configure the Web Part on Office SharePoint Server 2007 After you install the Dashboards Web Part, you must add it to the Web Part Gallery. Dashboards is listed as "Dashboards SharePoint" in the "Miscellaneous Web Parts" folder of the gallery. Note: You cannot use the "Xcelsius SharePoint Connector" Web Part with Office SharePoint Server Ensure that you have added the Dashboards SharePoint Web Part correctly. 1. On the "SharePoint Portal Site Home" page, click Site Actions > Site Settings > Modify All Site Settings. 2. In the "Galleries" section, click Web Parts. 3. Click New. 4. Select Crystal.Xcelsius.SharePoint.WebParts.Container. 5. Click Populate Gallery. 11

12 Installation 6. Click the Edit icon next to the "Container.dwp" Web Part, and replace "Container" with "Dashboards SharePoint" in the "Title" field. 7. Click OK. You can now upload your Dashboards models (.swf files) as SharePoint documents, and add them to Office SharePoint Server 2007 pages. Related Topics Variables Office SharePoint Server 2007 installations Uploading Dashboards models as SharePoint documents Adding the Web Part to Office SharePoint Server pages 3.2 To perform Office SharePoint Server 2010 installations 1. First, follow the steps required for performing an installation of Office SharePoint Server On the "SharePoint Portal Site Home" page, click Central Administration > Application Management > Manage Web Applications. 3. Select the web application that you want to enable Flash for. 4. Click General Settings and then select General Settings from the list. 5. Scroll down to the "Browser File Handling" section and select the Permissive option, and then click OK. 12

13 Post-Installation Post-Installation 4.1 Uploading Dashboards models as SharePoint documents After you install the Dashboards Web Part, you can upload your Dashboards models (.swf files) to your Office SharePoint Server. Tip: Save the URLs of each file in a text file. You can use this list of URLs to add the Web Part to SharePoint pages. The URL uses the following syntax: To upload Dashboards models to Office SharePoint Server Follow this process for Dashboards models (.swf files) that you want to upload to your Office SharePoint Server. 1. On the "SharePoint Portal Site" home page, select Document Center. 2. In the "Site Hierarchy" section, select Documents. 3. Click Upload, and select Upload Multiple Files. 4. Select the files that you want to upload. 5. Click OK. 6. Click Yes. 4.2 Adding the Web Part to Office SharePoint Server pages After you upload your Dashboards models (.swf files) as SharePoint documents, you can use the Dashboards Web Part to add them to a SharePoint page. Caution: If you see the following message after adding a Web Part to a SharePoint page, you must use the Dashboards Web Part (do not use the Xcelsius SharePoint Connector Web Part): 13

14 Post-Installation Unable to add selected web part(s). Portal Data Connector: A Web Part or Web Form Control on this Page cannot be displayed or imported. The type is not registered as safe To add the Web Part to an Office SharePoint Server page 1. On the "SharePoint Portal Site" page, select the page to which you want to add a Dashboards Web Part. 2. Click Site Actions > Edit Page. 3. Click Add a Web Part. 4. On the All Web Parts feature tree, click Miscellaneous, and then select Dashboards SharePoint. Note: You cannot use the "Xcelsius SharePoint Connector" Web Part with SharePoint. Ensure that you have added the Dashboards SharePoint Web Part correctly. 5. Click Add. 6. In the added Web Part, click Edit > Modify Shared Web Part. 7. In the "Dashboards Visualization Source" field, enter the URL for the Dashboards model (.swf file) that you want to display in the Dashboards Web Part. Note: The URL uses the following syntax: 8. Click Apply. The Dashboards model appears in the Web Part. Related Topics To configure the Web Part on Office SharePoint Server 2007 Uploading Dashboards models as SharePoint documents 4.3 Office SharePoint Server uninstallation To uninstall Dashboards SharePoint, you must delete the files that you have copied to your Office SharePoint Server. 1. Delete CrystalXcelsius.Sharepoint.Webparts.Container from the Web Part Gallery. 2. On your SharePoint Server, in the command-line prompt, navigate to the folder: For SharePoint 2007: <MSSHAREDIR>\web server extensions\12\bin\ 14

15 Post-Installation For SharePoint 2010: <MSSHAREDIR>\web server extensions\14\bin\ Then run the following command: STSADM.EXE -o deletewppack -filename "CrystalXcelsius.WebParts.Container_Business Objects.cab" -url The command-line administration interface removes the Dashboards Web Part. When the removal is complete, the following message appears: Operation completed successfully. 3. Delete Xwp.dll from C:\Windows\assembly. 4. Copy <WWWROOTDIR>\wss\VirtualDirectories\80\web.config.bak to web.config 5. (Optional) Delete any Dashboards models (.swf files) that you have uploaded to "Document Center", on the "SharePoint Portal Site" home page. Dashboards SharePoint is uninstalled. Related Topics Variables To upload Dashboards models to Office SharePoint Server 15

16 Post-Installation 16

17 More Information More Information Information Resource SAP BusinessObjects product information Location Navigate to and on the "SAP BusinessObjects Overview" side panel click All Products. SAP Help Portal You can access the most up-to-date documentation covering all SAP BusinessObjects products and their deployment at the SAP Help Portal. You can download PDF versions or installable HTML libraries. Certain guides are stored on the SAP Service Marketplace and are not available from the SAP Help Portal. These guides are listed on the Help Portal accompanied by a link to the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. SAP Service Marketplace > Documentation Installation guides: Release notes: The SAP Service Marketplace stores certain installation guides, upgrade and migration guides, deployment guides, release notes and Supported Platforms documents. Customers with a maintenance agreement have an authorized user ID to access this site. Contact your customer support representative to obtain an ID. If you are redirected to the SAP Service Marketplace from the SAP Help Portal, use the menu in the navigation pane on the left to locate the category containing the documentation you want to access. Docupedia Docupedia provides additional documentation resources, a collaborative authoring environment, and an interactive feedback channel. Developer resources

18 More Information Information Resource SAP BusinessObjects articles on the SAP Community Network Location These articles were formerly known as technical papers. Notes Forums on the SAP Community Network These notes were formerly known as Knowledge Base articles. Training From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Online customer support The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. Consulting Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and customized embedding technology. 18

19 Index D Dashboards 7 Dashboards models (.swf), uploading 13 I installations Office SharePoint Server 2007 adding the Web Part to SharePoint 10 copying Web Part.dll files 9 overview 7 performing, from the command-line 10 trust level, changing 11 Web Part, configuring 11 Office SharePoint Server overview 8 O Office SharePoint Server 2007 files, location 8 P post-installation Office SharePoint Server Dashboards models (.swf), uploading 13 Web Part, adding to a SharePoint page 14 S shared Microsoft files, location 8 U uninstallations Office SharePoint Server 14 V variables Office SharePoint Server 2007 files, location 8 shared Microsoft files, location 8 web application, root directory 8 W web application, root directory 8 Web Part, adding to a SharePoint page 14 19

20 Index 20