Revision Date: March 23, 2009

CDI EPM 7.0

Readme

Overview
This document lists contents, configuration, guidelines and issues for SAP BusinessObjects Corporate Demo Image (CDI) Enterprise Performance Management (EPM) 7.

Contents
INTRODUCTION ........................................................................................ 3 MINIMUM HARDWARE REQUIREMENTS FOR CDI EPM 7............................... 3 VMWARE VIRTUAL MACHINE SETTINGS ..................................................... 3 Version.................................................................................................... 4 Memory................................................................................................... 4 Hard Disk ............................................................................................... 4 Network Adapter..................................................................................... 4 Display.................................................................................................... 5 VMWARE VIRTUAL MACHINE PERFORMANCE ............................................. 5 System Startup........................................................................................ 5 Start Toolbar ........................................................................................... 6 Services ................................................................................................... 7 DEMOS ................................................................................................... 7 Passwords ............................................................................................... 7 Executive Demo....................................................................................... 7 Planning and Consolidation .................................................................... 8 Profitability and Cost Management ......................................................... 8 Financial Consolidation........................................................................... 8 Extended Analytics ................................................................................. 8 Financial Information Management......................................................... 8 Intercompany .......................................................................................... 8 XBRL Publishing .................................................................................... 8 Strategy Management ............................................................................. 8 Enterprise XI 3.1..................................................................................... 8 Crystal Reports 2008............................................................................... 8 Xcelsius 2008 .......................................................................................... 8 Polestar XI 3.1......................................................................................... 8 PRODUCTS ............................................................................................. 8

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Business Intelligence Platform ................................................................. 8 Enterprise Performance Management ...................................................... 8 Demonstration Support ........................................................................... 8 OPERATING ENVIRONMENT ....................................................................... 8 Server Products....................................................................................... 8 Desktop Products .................................................................................... 8 SAP IT Licensed Products ....................................................................... 8
Software Update ........................................................................................ 8

LANGUAGES ........................................................................................... 8 Language Packs....................................................................................... 8 KNOWN ISSUES ....................................................................................... 8 PCM Voyager EPMMDX Connector ................................................... 8 InfoView Encyclopedia in .NET ............................................................ 8 FINDING MORE INFORMATION ................................................................... 8

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Introduction
This document lists contents, configuration, guidelines and known issues for BusinessObjects Corporate Demo Image (CDI) EPM 7. For the latest information on updates to this document, please visit SAP CDI Wiki: https://wiki.wdf.sap.corp/display/CDI.
NOTE
Anything that is highlighted using red font indicates that it is an update, addition or correction made after the original release of this document.

Minimum Hardware Requirements for CDI EPM 7

The demo team recommends the following hardware configuration as a minimum requirement: Dual 2.0 GHz Pentium 4-class processor 2 GB RAM; 3 GB RAM recommended (1) 40 GB hard disk space (2) (1) To startup, the VM requires 1 GB of memory for a minimum of services, including Microsoft SQL Server and the BusinessObjects Enterprise Server Intelligent Agent (SIA) with the Central Management Server and Input/Output File Servers. When starting up Enterprise, for example, using the Start Enterprise shortcut in the Start folder on the Desktop or Taskbar, a selection of Enterprise servers will be started requiring about 1.4 GB, which will grow fast when starting additional clients and performing activities. For demo purposes, a minimum of 3 GB of RAM is required. For personal training purposes, a minimum of 2 GB of RAM is required (2) For optimum performance, a defragmented internal hard disk with at least 25% free disk space is required. The demo team recommends using a second internal hard disk dedicated to the CDI for laptop computers.

VMware Virtual Machine Settings

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Version
CDI EPM 7 is made available as a Workstation 6.x virtual machine. Note: You can configure VMware Workstation to check for software updates using the Workstation Edit menu > Preferences: Workspace: Software Updates. You can download the latest VMware Workstation from the VMware download site: http://www.vmware.com/download/ws. Note II: When using older Workstation versions, you will need to remove the VMware Tools program using Add/Remove Programs inside the VM and install the VMware tools current to your version from the VMware Workstation menu VM > Install VMware Tools . Make sure you configure the Hard Disk to persistent mode before making any changes.

Memory
The CDI EPM 7 VM setting for memory is 2048 MB. Note: To maintain stable performance, you can configure VMware Workstation to prevent the Windows host from swapping VM memory to disk using the Workstation Edit menu > Preferences: Memory setting: Fit all virtual machine memory into reserved host RAM. This setting presumes dedicated usage of this VM on the host with no other programs running.

Hard Disk
The CDI EPM 7 VM setting for Hard Disk is independent non-persistent mode. Note: Changes to disk are discarded when you power off the VM. This setting preserves the optimized defragmented state of the VM, enhancing performance. Additionally, with non-persistent disks you do not need to make snapshots to undo changes made during a demo. If you wish to make changes to the VM, you can edit the virtual machine settings using the Workstation VM menu > Settings > Hardware: Hard Disk > Advanced: uncheck Independent).

Network Adapter
The CDI EPM 7 VM setting for Network Adapter is disabled. This setting enhances performance for web applications as name resolution will be local only. If you wish to enable the network, you can edit the virtual machine settings using the Workstation VM menu > Settings > Hardware: Network Adapter. Note I: Windows networking services are configured for manual startup. Use the Start >> Start Windows Network shortcut on the

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Administrator Desktop and/or Taskbar to enable networking services when the Network Adapter has been connected to the VM. Note II: When connected to the SAP Network, the same requirements as for regular computers apply to a VM with the Network Adapter configured in bridged or NAT mode. Familiarize yourself with the SAP IT documentation on this topic, which you can find on the SAP Portal: Start here - Guidelines for VMware Users V1 1 For your convenience, local copies have been placed on the VM in the Administrator Desktop Documents folder. For more information, contact SAP IT. Note III: To transfer files between the host and the VM and vice versa, networking is not required. For this, you can use an USB device, which has been enabled in the CDI EPM 7 VM settings. Alternatively, you can enable Shared Folders using the Workstation VM menu > Settings > Options: Shared Folders.

Display
The CDI EPM 7 VM setting for Display is with specified monitor settings: one monitor with maximum resolution of 1024 x 768. This setting matches common beamer / projector resolutions. If you wish to use another resolution, you can edit the virtual machine settings using the Workstation VM menu > Settings > Hardware: Display before starting the VM. Note I: The Planning and Consolidation demo is designed for a larger resolution. Adjust the resolution if the beamer support it and/or maximize screen real estate by showing Internet Explorer in Full Screen (F11) and minimize the BPC Action Pane.

VMware Virtual Machine Performance

System Startup
To enhance system performance and memory usage, a minimal set of Windows services has been configured for automatic startup. Depending on computer resources and the state of the disk concerning fragmentation, starting the VM and the initial Enterprise services should take between 3 and 4 minutes. During this time you will see the disk icon blinking on the VM Workstation status bar together with the disk LED indicator on the host computers. You are recommended not starting any programs while the system is initializing. When CPU Usage returns to near zero and the Physical Memory consumption stabilizes, the system is ready for demo.

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If startup takes much longer, or if the disk indicator continuously blinks, likely causes are VM memory over-allocation, causing the host computer to swap, or a fragmented disk on the host computer. Possible solutions are: Defragment the host disk with Disk Defragmenter Disk Defragmenter: Start > Run: dfrg.msc Reduce the amount of memory that has been allocated to the VM. When the VM is up and running at least 200 MB should be available on the host. Task Manager: Start > Run: taskmgr > Performance tab: Physical Memory Available.

More advice how to optimize the performance of the VM can be found in the Performance Optimization Presentation located in C:\Files\Documentation\CDI\CDI Performance Optimization.ppt

Start Toolbar
You can use the Start >> and Stop >> toolbars on the taskbar and Desktop to easily start the different demo environments. The toolbars point to a folder with shortcuts to batch files that startup relevant background services and client programs. Click to run the startup file; the program runs minimized on the taskbar for discretion. The batch files can be easily customized by using right-click > Edit (opens in Notepad minimized).

If you always want the full Enterprise environment running on your VM, or always want Windows Network to run, simply copy the shortcut from the Start toolbar on the taskbar to the Start menu Startup folder
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Services
CDI hosts the SQL Server relational and OLAP database server, two web application servers (Microsoft IIS for ASP.NET and Apache Tomcat for JSP), the entire BusinessObjects Enterprise Reporting environment including Polestar, application servers for all Enterprise Performance Management products and a wide range of client programs. Starting up all services automatically requires more resources than typically available on a computer. For this reason, only core Windows operating system services are configured for automatic startup. SQL Server, Server Intelligent Agent (starting CMS and FRS) and Apache Tomcat are expected to be used for any demo and are configured for automatic startup. The Themes service provides the XP look and feel to the CDI and can be stopped and/or configured for manual startup if the classic Windows 2003 interface is preferred. You can use the BusinessObjects Management Console in the Quick Launch zone on the taskbar to configure Services.

Demos
Passwords
User Windows users SQL logins BusinessObjects Enterprise: all users exception: administrator / <no value> Financial Consolidation: all users, all data sources Intercompany: all users, all data sources Profitability and Cost Management: administrator Strategy Management:: pipadmin Planning and Consolidation: cpmadmin, bpcinstall Password bobj bobj bobj bobj bobj bobj bobj bobj

Executive Demo
Demo Script Executive Demo C:\Files\Demos\Executive Demos Executive Demo Player (1) Strategy Management 3/22/2009 11:12:00 PM

Strategy Management
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CI BO BI Flash Demo BusinessObjects Dashboard Building BusinessObjects Polestar BusinessObjects Web Intelligence Insuring Strategy to Execution Turn Strategy in to Execution Event to Response Global Trade Integrated Risk Management and Strategy Management Planning to Operations. Rapid Response to Business Risk Sales to Access Control Sales to Process Control Strategy Assessment and Strategy to Risk Strategy to Planning Overview Consolidation Financial Close PCM Profitability and Cost Management (WMV) Spend Analytics Click-through Demo Strategy Management

CI POA

Planning and Consolidation -

Financial Consolidation Profitability and Cost Management

Spend Analytics

Strategy Management

(1) Run from Start > All Programs > Executive Demos

Planning and Consolidation

Windows Logon Startup Script Demo Script CPMAdmin and BPCInstall (Server Manager) C:\Files\Taskbar\Start BPC.cmd C:\Files\Demos\Planning and Consolidation\Scripts

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Banking Demo Client Demo Files Demo Database BPC Banking Demo Script Overview Demo Script Monthly Submission Management Consolidation Legal Consolidation IC Matching Deep Dive Budget Custom BPC Demo Word Integration Scriptlet Simple Budget Scriptlet Product Report Scriptlet Live Report Scriptlet Consolidation Review Scriptlet BPF Administration Review Scriptlet Demo5b

http://cdi/osoft/landing.aspx C:\Files\Demos\Planning and Consolidation\<demo>\Content AppSet Demo5b Banking

Note: See section VMware Virtual Machine Settings - Display on display resolution.

Profitability and Cost Management

Windows Logon Startup Script Demo Script Administrator C:\Files\Taskbar\Start PCM.cmd C:\Files\Demos\Profitability and Cost Management\<demo>\Script Fuel Management and Cost Containment IT Shared Services IT Shared Services Objective Management Lean Accounting Store Profitability

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Demo Client Demo Files

Vision (Intl. Motors)

Model Builder, Book Viewer, Web Client C:\Files\Demos\Profitability and Cost Management\<demo>\Content

Financial Consolidation
Windows Logon Startup Script Demo Script Administrator, John, Charlotte C:\Files\Taskbar\Start FC.cmd C:\Files\Demos\Financial Consolidation<demo>\Script Magisk Vision The Close Business by Design (Sapphire 2008) Starter Kit o o o o Demo Client US GAAP IFRS IFRS_UK FR_IFRS

Financial Consolidation http://cdi/Magisk http://cdi/Vision

Demo Files Demo Database

C:\Files\Demos\Financial Consolidation\<demo>\Content FC_Magisk FC_Vision FC_BBD FC_IFRS

Extended Analytics
Startup Script Demo Script Demo Client C:\Files\Taskbar\Start FC.cmd Excel Analyzer Available from InfoView for SSO: http://cdi:8080/InfoViewApp
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Demo Files Demo Database

C:\Files\Demos\Financial Consolidation\Magisk\Content\Analytics DBMS: BOEA_Magisk (star schema) SSAS: Magisk & Vision

Financial Information Management

Startup Script Demo Script Demo Client Demo Files Demo Database C:\Files\Taskbar\Start Data Services.cmd http://cdi:8080/fim/client/fim.jsp FIM_Vision_CC & FIM_Vision_WCC

Intercompany
Startup Script Demo Script C:\Files\Taskbar\Start Intercompany.cmd C:\Files\Demos\Intercompany\<demo>\Script Demo Client Demo Files Demo Database Magisk The Close

http://cdi/ics5 C:\Files\Demos\Intercompany\<demo> \Content IC_Vision IC_Magisk

XBRL Publishing
Startup Script Demo Script Demo Client Demo Files Excel C:\Files\Demos\XBRL Publishing\<demo> \Content

Strategy Management
Startup Script
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C:\Files\Taskbar\Start SSM.cmd
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Demo Script Demo Client Demo Files Demo Environments

STS: Scorecard and Strategy Management http://cdi/pilot/pilotworks/demolauncher.htm C:\Files\Demos\SAP Strategy Management SAP Motors Local Government STS Corporation (1) Healthcare SAP Retail

(1) Demo script uses STS Corporation.

Enterprise XI 3.1
Startup Script Demo Script C:\Files\Taskbar\Start Enterprise.cmd C:\Files\Demos\Enterprise\Script Demo Client Voyager Connections Dashboarding With Xcelsius 2008 And Dashboard Manager XI 3.1 v1.0.doc Live Office.doc Publishing Self-Guided Demonstration Script.doc Query as a Web Service.doc Voyager Condensed Demonstration Script.doc Web Intelligence Self-Guided Demonstration Script.doc

Infoview: http://cdi:8080/InfoView Management Console: http://cdi:8080/CmcApp Offline Budget Reports Customer Order Key Performance Indicators Sales Reports Web Logs Adventure Works Adventure Works Channel Sales Adventure Works Direct Sales Adventure Works Finance Adventure Works Mined Customers
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Demo Files Database(s)

Adventure Works Sales Summary Adventure Works Sales Targets

C:\Files\Demos\<demo>\Content C:\Program Files\Microsoft SQL Server\MSSQL.2\OLAP\Data (online) Adventure Works (1) C:\Database\OLAP\Data (offline)

(1) Adventure Works SSAS database contains 7 cubes.

Crystal Reports 2008

Startup Script Demo Script Demo Client C:\Files\Taskbar\ Start Enterprise.cmd Infoview: http://cdi:8080/InfoView Crystal Reports 2008 Developer Crystal Offline Viewer Demo Files Public Folders/Report Samples

Xcelsius 2008
Startup Script Demo Script C:\Files\Demos\Enterprise\Script Demo Client Demo Files Dashboarding With Xcelsius 2008 And Dashboard Manager XI 3.1 v1.0.doc Xcelsius - simple model.doc Xcelsius in Crystal Reports.doc

Xcelsius

Polestar XI 3.1
Startup Script Demo Script Demo Client C:\Files\Taskbar\Start Polestar.cmd Polestar Script vl.3.doc Polestar: http://cdi:8080/polestar

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Demo Files

Public Folders/Polestar/Information Spaces Sales Inventory eFashion Datagen5

Database

C:\Database\MSSQL\Data -

Products
Business Intelligence Platform
SAP BusinessObjects Enterprise XI 3.1 Fixpack 1.3 SAP BusinessObjects Live Office XI 3.1 Fixpack 1.3 Crystal Offline Viewer Crystal Reports 2008 Service Pack 1 Fixpack 1.3 SAP BusinessObjects Data Services XI 3.1 SAP BusinessObjects Polestar XI 3.1 Xcelsius Service Pack 1 Fixpack 2

Enterprise Performance Management

SAP BusinessObjects Planning and Consolidation 7.0 for Microsoft SP 3 (including language packs) SAP BusinessObjects Profitability and Cost Management 7.0 Fixpack 4 SAP BusinessObjects Financial Consolidation 7.0 Fixpack 4 SAP BusinessObjects Extended Analytics 7.0 Fixpack 1 SAP BusinessObjects Financial Information Management 7.0 SAP BusinessObjects Intercompany 5.1 Fixpack 5 SAP BusinessObjects XBRL Publishing UBMatrix XBRL Taxonomy Designer 3.0.2 UBMatrix Report Builder Microsoft Office Edition 3.5 SAP Strategy Management 2007 Service Pack 2 (1) (1) Includes Sun J2SE 5.0, JBoss, Pilot Application Components, Pilot Application Server, Pilot Demo Components, Pilot Diagram Manager, Pilot Interactive Publisher and Pilot Web Excel Add-In

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Demonstration Support
SAP Presentation Framework 2.0 SAP Executive Demo WebEx Recorder and Player 2.7 SnagIt 8.2.3

Operating Environment
Server Products
Microsoft Windows Server 2003 Standard Edition SP 2 (1) (2) Microsoft SQL Server 2005 Enterprise Edition SP 3 (1) (3) (1) Includes latest (security) updates. (2) Includes Windows Resource Kit Tools, SysInternals and other tools. (3) Includes Analysis Services, Reporting Services, Integration Services, Business Intelligence Development Studio (Visual Studio 2005 Service Pack 1) and Adventure Works SSAS database.

Desktop Products
Adobe Flash Player 10, Adobe Flash Player ActiveX, Reader 9 and Adobe AIR 1 Java 6 Update 11 (1) Microsoft Office Professional Plus 2007 Service Pack 1 (1) (2) Windows Internet Explorer 7 (1) Includes latest (security) updates (2) Includes Excel, Outlook, PowerPoint, and Word

SAP IT Licensed Products

McAfee VirusScan Enterprise 8.6.0 (2) WinRAR 3.61 (1) For WTS@SAP Portal at http://mywts.sap.com
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(2) Includes latest updates using McAfee AutoUpdate

Software Update
Microsoft Update is configured to automatically apply critical updates for Windows, Office and other Microsoft applications. Java Update and Adobe Update are configured for monthly updates. Note: Automatic updates are required when the VM is connected to the SAP Network. CDI EPM 7 is configured with VM Network Adapter disconnected and the Windows networking services not started. See: VMware Virtual Machine Settings, Network Adapter

Languages
Language Packs
Language Packs for the following languages have been installed for BusinessObjects Enterprise, Live Office, Crystal Reports, Xcelsius and Polestar: French German Japanese Spanish Note I: Additional languages can be installed. For more information, consult BusinessObjects Enterprise XI 3.1 Installation Guide for Windows, Language Packs (Chapter 9), p. 177. https://websmp110.sap-ag.de/bosap-instguides Note II: The above-mentioned languages have been included as Windows input languages. Default language is English (United States) with US-International keyboard. You can change the default language and/or add input languages using the Regional and Language Options applet found in the Windows Control Panel.

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Known Issues
PCM Voyager EPMMDX Connector
Issue: When creating a Voyager Connection in CMC using the EPMMDX Connector the Log on to the data source window to connect to an EPM cube does not respond. As a result no connection can be defined.

Solution or workaround: Configure PCM to use Default Security, which is the only supported authentication mechanism for the Voyager EPMMDX Connector for PCM 7. Additionally, for Voyager Connection Authentication, only User Specified and Prompt are supported.

Please note that this setting does not provide integration with BusinessObjects Enterprise. EPMMDX Enterprise authentication is scheduled for PCM 7.5 and BusinessObjects Enterprise XI 3.1 FP 1.3.

InfoView Encyclopedia in .NET

Issue: Encyclopedia in the .NET version of InfoView (port 80) shows an error page. Solution or workaround: Use Encyclopedia in the Java version (port 8080)

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Finding More Information

For more information and resources, refer to the product documentation and visit the support area of the web site at: http://help.sap.com For the latest information on updates to this document, please visit SAP CDI Wiki: https://wiki.wdf.sap.corp/display/CDI.

2008 SAP Business Objects. All rights reserved. Business Objects owns the following U.S. patents, which may cover products that are offered and licensed by Business Objects: 5,295,243; 5,339,390; 5,555,403; 5,590,250; 5,619,632; 5,632,009; 5,857,205; 5,880,742; 5,883,635; 6,085,202; 6,108,698; 6,247,008; 6,289,352; 6,300,957; 6,377,259; 6,490,593; 6,578,027; 6,581,068; 6,628,312; 6,654,761; 6,768,986; 6,772,409; 6,831,668; 6,882,998; 6,892,189; 6,901,555; 7,089,238; 7,107,266; 7,139,766; 7,178,099; 7,181,435; 7,181,440; 7,194,465; 7,222,130; 7,299,419; 7,320,122 and 7,356,779. Business Objects and the Business Objects logo, BusinessObjects, Business Objects Crystal Vision, Business Process On Demand, BusinessQuery, Cartesis, Crystal Analysis, Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Crystal Vision, Desktop Intelligence, Inxight, the Inxight Logo, LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let There Be Light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. Business Objects is an SAP company. SAP is the trademark or registered trademark of SAP AG in Germany and in several other countries. All other names mentioned herein may be trademarks of their respective owners.

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