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How to install BO performance management Framework

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The performance management framework is the backbone of Business Objects Analytics. This document introduce you how to install the performance management framework, but this is not an Installation Guide, it will talk about some key steps during installation and make a demo dashboard report.

1. Install performance management components

Run setup.exe from the root directory of your product distribution, and follow the wizard to install the performance components. For more details, you can see “BusinessObjects Enterprise™ XI Release 2 Installation Guide”

(xir2_bip_install_en.pdf)

After you finished this step, you can see a folder named “Performance Management 11.5” in your installation folder, and a “performance management infoview java” shortcut in your windows start menu.

2. Add license to BO server

Log on BO Central Management Console (CMC), click 【License Key】to add five licenses:

· BusinessObjects Dashboard Manager XI Release 2

· BusinessObjects Performance Manager XI Release 2

· BusinessObjects Set Analysis XI Release 2

· BusinessObjects Predictive Analysis XI Release 2

· BusinessObjects Process Analysis XI Release 2

(Note: You can find these licenses in partner_keys.pdf.)

Yes, performance management includes these five products.

Figure – 1

3. Check installation

After add licenses, you finished the installation of performance management framework. Now, we check it.

3.1. If the performance management link appear in infoview home page?

Enter the infoview to check if the two links appear as figure-2 shows.

Figure – 2

3.2. Can you access the performance management page?

Click the “Go to Performance Management” link; can you enter the performance management page with no errors? I record two errors in this step, maybe useful for you:

· Error AA2209

Initialization parameters in initialization configuration properties file are invalid or mismatched, please contact your system administrator. AA2209 an error occurred at the server: Enterprise authentication could not log you on. Please make sure your logon information is correct.

Resolvent: Logon to Infoview and Click on preferences. Go to the Performance management tab. Change the Initialization logon user option to Administrator. Click Apply, Click Ok. Log off and then log back in.

· Error AA2213

There is no AA Analytics Server available, please contact your Administrator to verify server status. AA2213

Resolvent: Enter CMC, click 【Servers】, if there are some servers not on running? Start the server; even restart the machine to make sure these servers are running.

3.3. Can you see five tab pages?

If you can access the performance management page, can you see five tab pages as below?

Figure – 3

If not, or less than five tabs, that because you have not add the five licenses, or you add wrong licenses.

4. Setup

To this step, you have successfully installed BO performance framework, but there are some basic configuration need to do.

4.1. Install Repository

Enter the performance management page, click 【Setup】, 【System Setup】, 【Repository】to enter the repository set up page. At this step you need to install some tables and views on your BO metadata database (repository database). Don’t forget to grant the oracle user create view permission if you use oracle 10g as the repository.

If you successfully installed repository, you will see like this:

Figure – 4

4.2. Add Universes

Click 【Setup】, 【System Setup】, 【Universes】to enter add universes page. This page is very simple; just click 【Add Universes】button to add universes.

4.3. Add Calendar

Click 【Setup】, 【Time Config】, 【Calendar】, click 【Add】to open an “Add a Calendar” window. Set properties and click 【ok】button.

4.4. Add Metrics

Click 【Performance Management】, 【Metrics】select a class in the Available metrics list, click 【add】【new metric】.Finished the wizard, then you can get a result as below:

5. Create a analytic

Enter the infoview, click 【new】, 【analytic】, and 【speedometer】, click 【select metric】to brows and select a metric you just create. Press 【ok】button to finish the process, then you can get a result like this:

At last, save the analytic.

What? You can’t see the graph? Maybe you have not installed the adobe SVG Viewer, download and install it.

6. Create a dashboard

Click 【performance management】【dashboard manager】【dashboard builder】【add】【new dashboard】save the dashboard and click【customize the content and the layout of this page】【Corporate Analytics】【your folder name】then drag some analytic to the right panel, and set the layout, at last save and close. Enter the infoview and access your dashboard. You may see a very beautiful dashboard like this:

Enjoy your great works!