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Businessobjects Encyclopedia Installation and User Guide
Businessobjects Encyclopedia Installation and User Guide
BusinessObjects Encyclopedia XI
Windows
Patents 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.
Trademarks 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.
Chapter 3 Introduction 17
What is Encyclopedia? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Accessing Encyclopedia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Creating and maintaining Encyclopedia information . . . . . . . . . . . . . . . . . 20
The Overview page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Editing overview information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Index 47
chapter
1 About This Guide
Introduction
Introduction
This guide describes the following:
• what Encyclopedia is
• how Encyclopedia can help you understand and use reports in InfoView
• how to install Encyclopedia
• how to create Encyclopedia entries
• how to maintain the report overview, business questions, glossary terms,
and guided analysis that are associated with a report
Installing Encyclopedia
chapter
2 Installing Encyclopedia
Introduction
Introduction
This chapter include the following topics:
• Pre-installation checklist
• Installing Encyclopedia
• Completing the configuration (Java only)
• Maintaining Encyclopedia access rights
Pre-installation checklist
Before you install Encyclopedia:
❏ Check that your operating system, database, middleware, application
and web servers are supported by Business Objects.
To do so, check the Products Availability Report (PAR) for the list of
currently supported platform configurations. This is available on
www.techsupport.businessobjects.com.
❏ Ensure that you have BusinessObjects Enterprise XI installed on your
server, and that you have a Business Objects Premium keycode.
❏ Ensure that you have installed any necessary HotFixes and CSPs.
See the Release Notes for more information.
❏ Ensure that you have access to an administrator account on
BusinessObjects Enterprise XI.
The default administrator account is:
• User name: Administrator
• No password
❏ Ensure that .NET and IIS 5 or 6 are installed and configured.
These are required for the installer, and can optionally be used for other
servers as well.
❏ If you want to use the Java version of Encyclopedia, ensure that the
following are installed and configured:
• JDK 1.3.1.02 or later
• an Application Server (such as Tomcat)
• a Web Server (such as Apache)
Installing Encyclopedia
To install Encyclopedia:
1. Extract the Encyclopedia zip file to a local machine.
2. Double-click setup.exe to launch the Encyclopedia XI Setup wizard.
3. Follow the instructions in the wizard to:
• enter your name and organization
• set access rights
• define the installation folder
This must be the Business Objects folder in which your Business
Objects Enterprise 11 installation folder resides.
Note: If you have installed Business Objects Enterprise XI to a
location other than the default, you must change the Encyclopedia
installation location to the same folder.
Click Next on each screen to advance to the next step.
When you click Next after defining the installation folder, the Select
Features window appears.
This window lists the Encyclopedia features that are available for you to
install. When you click a feature’s name, the right panel displays a
description of the feature, and indicates the amount of space it needs
when you install it.
The icon next to each feature changes to indicate your selection. For
example, if you decide not to install the Java component, the window
appears as follows:
Note: You can also use this window to change the installation location
you specified earlier, if required.
5. Click Next.
A message informs you that the wizard is ready to begin installation.
6. Click Next.
The installation wizard installs the features you selected.
During the installation process, the Encyclopedia Framework Builder
window appears.
Field Description
System The name of the system on which to install the
Encyclopedia framework.
User Name A user name on the system on which you are
installing the Encyclopedia framework. This user
must have Business Objects administrator rights.
Password The password for this user.
Authentication Lists all the authentication methods that the
Encyclopedia framework supports. Select one that is
supported by your system.
8. Click OK.
The tool installs the framework objects for Encyclopedia.
Note: This tool does not install any Encyclopedia content. It provides an
empty framework that you can populate:
• by installing BusinessObjects Performance Management
Applications
See the BusinessObjects Performance Management Applications
Installation Guide for more information.
• by creating your own content appropriate to your data
Once it has finished, the OK button changes to Close.
9. Click Close to exit the tool.
10. When the installation finishes, click Finish to exit the wizard.
• Select a name from the list then click Remove edit right to change
the rights for a user or group to read only.
• Click Refresh to refresh the list on screen.
Introduction
chapter
3 Introduction
What is Encyclopedia?
What is Encyclopedia?
Encyclopedia provides business intelligence users with essential information
about their reports. It enables users to answer questions such as:
• What is the purpose of the report?
• What business questions does it help answer?
• How is it best viewed?
• What terms are used in the report and what do they mean?
• What other reports are related to this one?
• What analysis has been used in the report, and how does it work?
Encyclopedia is designed for use by business users within InfoView. It can
apply to any object in the Business Objects Central Management System,
such as Web Intelligence reports, OLAP Intelligence reports, plus PDF and
Excel documents, and so on.
Encyclopedia contains the following information:
• Overview—describes the report, its purpose and how to use it.
See “The Overview page” on page 20 for more information.
• Business Questions—lists the business questions that the report helps
answer.
See “Creating and Maintaining Business Questions” on page 23 for more
information.
• Glossary—describes the key terms in the report.
See “Creating and Maintaining Glossary Terms” on page 29 for more
information.
• Guided Analysis—suggests other reports that might be useful to view in
addition to the current report.
See “Creating and Maintaining Guided Analysis” on page 35 for more
information.
Note: In Encyclopedia, the words analytic and report are synonymous.
Tip: If a Prompts panel or a Search panel appears instead, use the list box to
select Encyclopedia, as shown below.
Field Description
Title The title of the report.
Description Brief summary of the report. This should contain
enough information for readers to decide whether or
not the report will be useful to them.
Purpose A more detailed description of the report and what
purpose it serves.
Usage Explains how to use the report. This information can
include explanations of:
• any terms used in the report
• how to interpret charts, tables, and measures
• the prompts in the report and how to use them
• how to use any guided analysis associated with
the report
4. Click OK.
Example: Overview information for a report
The following information is taken from a report available through
BusinessObjects Performance Management Applications:
Field Description
Title Enterprise KPI Tracker
Description Highlights the performance change, over time, of a
choice of measures that are important to your business.
Field Description
Purpose It highlights the performance change, over time, of a
choice of measures that are important to your business.
The measures are profit, number of baskets
(transactions) and number of order lines. This gives you
a high level view of your business.
Usage The goal of the Enterprise KPI Tracker is to provide you
with a comprehensive view of your business, with
immediate impact. The Enterprise KPI Tracker enables
you to view any desired metrics for the current full year
versus a year ago. The change in value is presented in
absolute and percentage terms together with a
graphical display. Clicking on the magnifying glass will
present you with a more detailed display of the chart.
The name of each metric is also a hyperlink, enabling
you to see the value of the metric trended through time.
chapter
4 Creating and Maintaining Business Questions
Introduction
Introduction
A business question is a business-oriented query that is answered by one or
more reports in InfoView. Business questions are linked to relevant reports,
so by selecting a question, the user is given the choice of one or more reports
that will help answer that question.
This chapter describes how to maintain the business questions that are
stored in and used by Encyclopedia.
An example of the Business Questions tab is shown below.
Creating a question
To create a question:
1. Click the Business Questions tab.
2. Enter a new question in the Business Question box at the bottom of the
panel.
3. Click New.
Encyclopedia adds the question to the Available pane.
Note: For this question to be useful to Encyclopedia users, you must
now associate it with one or more reports. See “Associating questions
with a report” on page 25 for more information.
4. Click OK.
The Selected pane displays the questions that are already associated
with the report.
4. Search for the questions you want to associate with the report:
• Type some text in the text box above the Available pane and click the
Search arrow. Encyclopedia displays a list of all the questions
containing the text you entered.
• Click the Search arrow without entering any text to display a list of all
available questions.
5. Add or remove questions associated with the report as follows:
Editing a question
To edit a question:
1. Select the question you want to update in the Available pane.
The question is displayed in the Business Question text box.
Note: You cannot update a question from the Selected pane.
2. Make your changes to the question.
3. Click Update.
Deleting a question
To delete a question:
1. If the question you want to delete is currently selected for the report on
display, remove the association as described in “Associating questions
with a report” on page 25.
2. In the Available pane, select the question you want to delete from
Encyclopedia.
3. Click Delete.
Encyclopedia deletes the business question.
This action deletes the question completely, so it is no longer available for any
other reports with which it may have been associated. Do not delete a
question from Encyclopedia unless you are sure there is no need for it to be
associated with any reports.
chapter
5 Creating and Maintaining Glossary Terms
Introduction
Introduction
A glossary term is a definition of a term used in a report. These definitions are
maintained in Encyclopedia, and are available to all users as they view
reports and navigate around related reports. Glossary terms are linked to
relevant reports.
This chapter describes how to maintain these glossary terms in Encyclopedia.
An example of the Glossary Terms tab is shown below.
Creating a term
To create a term:
1. Click the Glossary Terms tab.
2. Enter a new term in the Glossary Term box at the bottom of the pane.
3. Enter a description for the term in the Description box.
4. Click New.
Encyclopedia adds the term to the Available pane.
Note: For this term to be useful to Encyclopedia users, you must now
associate it with one or more reports. See “Associating a glossary term
with a report” on page 31 for more information.
5. Click OK.
The Selected pane displays the terms that are already associated with it.
4. Search for the terms you want to associate with the report:
• Type some text in the text box above the Available pane and click the
Search arrow. Encyclopedia displays a list of all the terms containing
the text you entered.
• Click the Search arrow without entering any text to display a list of all
available terms.
5. Add or remove terms associated with the report as follows:
Editing a term
To edit a term:
1. Select the term you want to update in the Available pane.
The term is displayed in the Glossary Term text box.
Note: You cannot update a term from the Selected pane.
2. Make your changes to the term.
3. Click Update.
Deleting a term
To delete a term:
1. If the term you want to delete is currently selected for the report on
display, remove the association as described in “Associating a glossary
term with a report” on page 31.
2. In the Available pane, select the term you want to delete from
Encyclopedia.
3. Click Delete.
Encyclopedia deletes the glossary term.
This action deletes the term completely, so it is no longer available for any
other reports with which it may have been associated. Do not delete a
glossary term from Encyclopedia unless you are sure there is no need for it to
be associated with any reports.
chapter
6 Creating and Maintaining Guided Analysis
Introduction
Introduction
Guided Analysis provides you with suggested navigation paths—or
storylines—through reports in InfoView. A storyline suggests, for the currently
selected report, other reports you might like to go to next, and ones you might
want to go back to that lead to the current report.
An example of the Guided Analysis tab is shown below.
Following a storyline
The Guided Analysis tab allows you to choose and follow storylines that
include the current report. To do so:
1. Select the storyline you want to follow from the list at the top.
The Guided Analysis panel displays all the reports in the storyline in the
order in which they occur, with the current report clearly indicated.
2. Click the name of the report you want to view.
The report appears in the main InfoView panel.
If the report you select uses prompts, you must complete them before the
report is shown.
Creating a storyline
To create a storyline:
1. Open the report for which you want to create a storyline.
2. Click the Guided Analysis tab.
The Edit page appears.
Note: A source analytic is a report that links to the current report in the
storyline; it occurs earlier in the storyline. A target analytic is a report to
which the current report links; it occurs later in the storyline.
7. Add or remove target reports in the same way, using the Target Analytics
panes.
8. Click OK to confirm your actions.
Editing a storyline
To edit a storyline:
1. Select the storyline you want to update in the Available pane.
The storyline’s name is displayed in the Storyline Name text box and the
reports associated with the storyline are displayed in the Selected panes.
2. Make your changes to the storyline name.
3. Click Update.
4. Change the reports associated with the storyline if required, as described
in “Creating a storyline” on page 37.
5. Click OK.
Deleting a storyline
To delete a storyline:
appendix
A Documentation and information services
Documentation
You can find answers to your questions on how to install, configure, deploy,
and use Business Objects products from the documentation.
Address Content
Business Objects product Information about the full range of
information Business Objects products.
http://www.businessobjects.com
Product documentation Business Objects product
http://www.businessobjects.com/ documentation, including the
support Business Objects Documentation
Roadmap.
Business Objects Documentation Send us feedback or questions
mailbox about documentation.
documentation@businessobjects.com
Online Customer Support Information on Customer Support
http://www.businessobjects.com/ programs, as well as links to
support/ technical articles, downloads, and
online forums.
Business Objects Consulting Information on how Business
Services Objects can help maximize your
http://www.businessobjects.com/ business intelligence investment.
services/consulting/
Business Objects Education Information on Business Objects
Services training options and modules.
http://www.businessobjects.com/
services/training
B D
backup files desktop.war file
naming conventions 14 deploying 14
business intelligence display
using Encyclopedia for 18 resizing 21
Business Objects toggling Encyclopedia 19
consulting services 44, 45 displaying Encyclopedia
support services 43 alongside report 19
training services 44, 45, 45 documentation
Business Objects Enterprise XI feedback on 43
installation folder 10 on product CD 42
business questions on the web 42
answered by Encyclopedia 18 roadmap 42
associating with reports 25
available 26
creating 25 E
deleting 27 education. See training
editing 27 Encyclopedia
introduction 24 introduction 18
removing 26 resizing display 21
searching for 26 Encyclopedia features
selected 26 installing 10
selecting 26 Encyclopedia framework
authentication 13 deploying 14
example Encyclopedia entry 21
N
F .NET
feedback, on documentation 43 as pre-requisite 8
Framework Builder
using 12 O
Online Customer Support 43
G Overview page
glossary terms contents 20
associating with reports 31 editing 21
available 32
creating 31 P
deleting 33
plug-ins
editing 33
where to install 11
introduction 30
prompts 19
removing 32
searching for 32
selected 32 Q
selecting 32 questions See business questions
showing associated reports 30
viewing as tool tips 30 R
guided analysis
report
associated with a report 36
use of term 18
introduction 36
report description 21
report purpose 21
H report title 21
HotFixes 8 report use 21
reports
associated with business questions 24
I
associated with glossary terms 30
information resources 42
searching for 38
InfoView
resources 42
accessing Encyclopedia through 19
runENC_Integrator.bat file
installation
using 14
HotFixes and CSPs 8
pre-requisites 8
installation folder S
pre-requisite 10 sample Encyclopedia entry 21
search 19
source reports
J
for guided analysis 39
JDK
storyline
as pre-requisite 8
explanation of 36
jsfadmin.war file
storylines
creating 37
deleting 39
editing 39
following 37
support
customer 43
locations 43
technical 43
web site 43
supported configurations 8
T
target reports
for guided analysis 39
technical support 43
terms See glossary terms
training, on Business Objects products 44
W
web
customer support 43
getting documentation via 42
useful addresses 45
web components
where to install 11
Web Server
as pre-requisite 8
web sites
support 43
training 44