Dashboards SharePoint Installation Guide

Dashboards SharePoint

2011-06-25

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.
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Contents

Chapter 1

About this Guide.....................................................................................................................5

Chapter 2

Planning Installations..............................................................................................................7

2.1
2.1.1
2.1.2
2.2
2.2.1
2.2.2
2.3
2.3.1

Getting started.........................................................................................................................7

Chapter 3

Performing Installations........................................................................................................11

3.1
3.1.1
3.1.2
3.2
3.2.1
3.2.2
3.2.3

SharePoint Portal Server 2003 installations............................................................................11

3.2.4
3.2.5

To change the Office SharePoint Server 2007 trust level.......................................................14

Chapter 4

Post Installation....................................................................................................................17

4.1
4.1.1
4.1.2
4.2
4.2.1
4.2.2

Office SharePoint Server 2007 installations...........................................................................17

Overview of Dashboards SharePoint........................................................................................7

Installation types......................................................................................................................7
Key tasks.................................................................................................................................8
SharePoint Portal Server 2003 installations..............................................................................8
Office SharePoint Server 2007 installations.............................................................................8
Naming conventions.................................................................................................................9
Variables..................................................................................................................................9

To install the Web Part on SharePoint Portal Server 2003.....................................................11

To configure the Web Part on SharePoint Portal Server 2003................................................12
Office SharePoint Server 2007 installations...........................................................................12
To copy Web Part .dll files to Office SharePoint Server 2007................................................12
To add the Web Part to the Office SharePoint Server 2007 web configuration file.................13
To install the Web Part using the Office SharePoint Server 2007 command-line administration
interface.................................................................................................................................14
To configure the Web Part on Office SharePoint Server 2007 ...............................................15

Uploading Dashboards models as SharePoint documents......................................................17

Adding the Web Part to a Office SharePoint Server 2007 pages............................................18
Uninstalling Dashboards SharePoint.......................................................................................19
SharePoint Portal Server 2003 uninstallation..........................................................................19
Office SharePoint Server 2007 uninstallation.........................................................................19

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Contents

Appendix A
Index

More Information...................................................................................................................21
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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.
For more information about features and capabilities, see the Dashboards and Presentation Design
User Guide.

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About this Guide

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Planning Installations

Planning Installations

2.1 Getting started

2.1.1 Overview of Dashboards SharePoint

Dashboards is a data visualization tool that allows you to create dynamic, interactive dashboards. These
dashboards can access live data, and you can add them to web-based dashboards.
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).

2.1.2 Installation types

You can install Dashboards SharePoint on different SharePoint Servers:

If you have SharePoint Portal Server 2003, you can use the automatic Dashboards SharePoint Web
Part installation program from the Dashboards media.
If you have Office SharePoint Server 2007, you can manually copy the Web Part files from the
Dashboards media, and then configure them.

Related Topics
SharePoint Portal Server 2003 installations
Office SharePoint Server 2007 installations

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Planning Installations

2.2 Key tasks

2.2.1 SharePoint Portal Server 2003 installations

If you have SharePoint Portal Server 2003, the installation involves installing the Dashboards SharePoint
Web Part from the Dashboards media and configuring it.
Related Topics
To install the Web Part on SharePoint Portal Server 2003
To configure the Web Part on SharePoint Portal Server 2003

2.2.2 Office SharePoint Server 2007 installations

If you have Office SharePoint Server 2007, the installation involves the following steps:
1.
2.
3.
4.
5.
6.
7.

Copy the Dashboards Web Part .dll files from the Dashboards media.
Add the Web Part to the SharePoint configuration file.
Install the Web Part using the SharePoint command-line administration interface.
Modify the SharePoint trust level.
Configure the Web Part.
Upload your Dashboards models as SharePoint documents.
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
To configure the Web Part on Office SharePoint Server 2007
Uploading Dashboards models as SharePoint documents
Adding the Web Part to a Office SharePoint Server 2007 pages

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Planning Installations

2.3 Naming conventions

2.3.1 Variables
This guide uses the following variables.
Variable

Description

<MSSHAREDIR>

The directory where shared Microsoft files are located on Office SharePoint
Server 2007 .
C:\Program Files\Common files\Microsoft Shared\

<SP2003DIR>

The directory where SharePoint Portal Server 2003 files are located on the
Dashboards media.
D:\Portal Integration Kits\SharePoint Portal\2003\win32

<SP2007DIR>

The directory where Office SharePoint Server 2007 files are located on the
Dashboards media.
D:\Portal Integration Kits\SharePoint Portal\2007\win32

<WWWROOTDIR>

The web application root directory on Office SharePoint Server 2007.

C:\Inetpub\wwwroot\

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Performing Installations

Performing Installations

3.1 SharePoint Portal Server 2003 installations

3.1.1 To install the Web Part on SharePoint Portal Server 2003

1. Run <SP2003DIR>/setup.exe from the Dashboards media.
The interactive installation wizard appears.
2. Proceed through the wizard to the feature tree, and select one of the following options:
All virtual servers
Allows the Dashboards Web Part to operate throughout the entire SharePoint installation.
Tip:
Use this option for testing scenarios.

Specify individual virtual servers

Allows you to select which servers can access the Web Part.

3. Click Next.
The "CrystalXcelsius SharePoint Web Part" dialog box appears.
4. Click Yes if you want to install Global Assembly Cache options.
5. Proceed through the wizard and click Yes if you want to set permissions for the installed .dll files.
6. Click OK.
7. When the installation is complete, click Finish.
You can now configure the Dashboards Web Part.
Related Topics
Variables
SharePoint Portal Server 2003 installations
To configure the Web Part on SharePoint Portal Server 2003

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Performing Installations

3.1.2 To configure the Web Part on SharePoint Portal Server 2003

1. Run SharePoint from the Start Menu.

If you have SharePoint Portal Server 2003, under "General Settings", click Manage security
and additional settings.
If you have Windows SharePoint Services, click Go to Site Administration.

The "Manage Web Part Gallery" dialog box appears.

2. Click New Web Part.
3. Select CrystalXcelsius.Sharepoint.Webparts.Container from the list of Web Parts.
4. Click Populate Gallery.
You can now use the Dashboards Web Part.
5. Click the Edit icon next to the Container.dwp Web Part.
6. Rename the Web Part from "Container" to "Dashboards SharePoint", and click OK.
Related Topics
SharePoint Portal Server 2003 installations

3.2 Office SharePoint Server 2007 installations

3.2.1 To copy Web Part .dll files to Office SharePoint Server 2007
1. Extract <SP2007DIR>/Xwp.zip from the Dashboards media to C:\xwpfiles
The Xwp.zip file contains the following files:

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Performing Installations

File

Contents

CrystalXcelsius.WebParts.Container_Business Required Web Part .dll files

Objects.cab
ICSharpCode.SharpZipLib.dll
Xwp.dll

web.config

A sample SharePoint web configuration file

XC Consumer Test.swf
XC Consumer Test.xlf

Sample Dashboards data connection files that

can consume data from SharePoint

XC Provider Test.swf
XC Provider Test.xlf

Sample Dashboards data connection files that

can provide data to SharePoint

2. Copy ICSharpCode.SharpZipLib.dll and 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

3.2.2 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=1.0.0.0, 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.

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Performing Installations

Related Topics
Variables
Office SharePoint Server 2007 installations
To install the Web Part using the Office SharePoint Server 2007 command-line administration interface

3.2.3 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:
STSADM.EXE -o addwppack
-filename "C:\xpwfiles\CrystalXcelsius.WebParts.
Container_Business Objects.cab"
-url http://localhost

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.
Related Topics
Variables
Office SharePoint Server 2007 installations
To change the Office SharePoint Server 2007 trust level

3.2.4 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

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Performing Installations

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 2007

3.2.5 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 2007.
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.
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 a Office SharePoint Server 2007 pages

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Post Installation

Post Installation

4.1 Office SharePoint Server 2007 installations

4.1.1 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 2007.
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:
http://<sharepointserver>/Docs/Documents/<filename>

4.1.1.1 To upload Dashboards models to Office SharePoint Server 2007

Follow this process for Dashboards models (.swf files) that you want to upload to your Office SharePoint
Server 2007.
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.

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Post Installation

4.1.2 Adding the Web Part to a Office SharePoint Server 2007 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 2007 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):
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.

4.1.2.1 To add the Web Part to a Office SharePoint Server 2007 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 2007. 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 "Xcelsius 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:
http://<sharepointserver>/Docs/Documents/<filename>

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

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Post Installation

4.2 Uninstalling Dashboards SharePoint

4.2.1 SharePoint Portal Server 2003 uninstallation

To uninstall Dashboards SharePoint, you must delete the files that you have copied to your Microsoft
SharePoint Portal Server 2003.
1. Delete CrystalXcelsius.Sharepoint.Webparts.Container from the Web Part Gallery.
2. Use Add/Remove Programs or Programs and Features in "Control Panel" to remove your
installation of the Dashboards Web Part.
Dashboards SharePoint is uninstalled.
Related Topics
Variables
To configure the Web Part on SharePoint Portal Server 2003

4.2.2 Office SharePoint Server 2007 uninstallation

To uninstall Dashboards SharePoint, you must delete the files that you have copied to your Office
SharePoint Server 2007.
1. Delete CrystalXcelsius.Sharepoint.Webparts.Container from the Web Part Gallery.
2. On your SharePoint Server, in the command-line prompt, navigate to <MSSHAREDIR>\web server
extensions\12\BIN\ and run the following command:
STSADM.EXE -o deletewppack
-filename "CrystalXcelsius.WebParts.Container_Business Objects.cab"
-url http://localhost

The command-line administration interface removes the Dashboards Web Part. When the removal
is complete, the following message appears: Operation completed successfully.
3. Delete ICSharpCode.SharpZipLib.dll and 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.

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Post Installation

Related Topics
Variables
To upload Dashboards models to Office SharePoint Server 2007

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More Information

More Information

Information Resource

Location

SAP BusinessObjects product information

http://www.sap.com
Navigate to http://help.sap.com/businessobjects 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.
http://service.sap.com/bosap-support > Documentation

SAP Service Marketplace

Installation guides: https://service.sap.com/bosap-instguides

Release notes: http://service.sap.com/releasenotes

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.
https://cw.sdn.sap.com/cw/community/docupedia

Docupedia

Docupedia provides additional documentation resources, a collaborative

authoring environment, and an interactive feedback channel.
https://boc.sdn.sap.com/

Developer resources
https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary

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More Information

Information Resource

Location

SAP BusinessObjects articles on

the SAP Community Network

https://www.sdn.sap.com/irj/boc/businessobjects-articles
These articles were formerly known as technical papers.
https://service.sap.com/notes

Notes
These notes were formerly known as Knowledge Base articles.
Forums on the SAP Community
Network

https://www.sdn.sap.com/irj/scn/forums
http://www.sap.com/services/education

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.
http://service.sap.com/bosap-support

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.
http://www.sap.com/services/bysubject/businessobjectsconsulting

Consulting

22

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.

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Index
D

Dashboards 7
Dashboards models (.swf), uploading
17

Office SharePoint Server 2007 files,

location 9

I
installations
Office SharePoint Server 2007
adding the Web Part to
SharePoint 13
copying Web Part .dll files 12
overview 7, 8
performing, from the
command-line 14
trust level, changing 14
Web Part, configuring 15
SharePoint Portal Server 2003
configuring 12
overview 7, 8
performing 11

23

P
post-installation
Office SharePoint Server 2007
Dashboards models (.swf),
uploading 17
Web Part, adding to a
SharePoint page 18

S
shared Microsoft files, location 9
SharePoint Portal Server 2003 files,
location 9

U
uninstallations
from SharePoint Portal Server
2003 19
Office SharePoint Server 2007 19

V
variables
Office SharePoint Server 2007
files, location 9
shared Microsoft files, location 9
SharePoint Portal Server 2003
files, location 9
web application, root directory 9

W
web application, root directory 9
Web Part, adding to a SharePoint page
18

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Index

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