Master Guide BPC MS 10.pdf

Master GuideDocument version: 1.3 – 2014-08-08

SAP Business Planning and Consolidation 10.0Version for the Microsoft platform

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SAP Business Planning and Consolidation 10.0Documentation on the SAP Service Marketplace

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Typographic Conventions

Table 1

Example Description

< > Angle brackets indicate that you replace these words or characters with appropriate entries tomake entries in the system, for example, “Enter your <User Name>”.

Arrows separating the parts of a navigation path, for example, menu options

Example Emphasized words or expressions

Example Words or characters that you enter in the system exactly as they appear in the documentation

Example Textual cross-references to an internet address, for example, www.sap.com

/example Quicklinks added to the internet address of a homepage to enable quick access to specificcontent on the Web

123456 Hyperlink to an SAP Note, for example, SAP Note 123456

Example ● Words or characters quoted from the screen. These include field labels, screen titles,pushbutton labels, menu names, and menu options.

● Cross-references to other documentation or published works

Example ● Output on the screen following a user action, for example, messages

● Source code or syntax quoted directly from a program

● File and directory names and their paths, names of variables and parameters, and namesof installation, upgrade, and database tools

EXAMPLE Technical names of system objects. These include report names, program names, transactioncodes, database table names, and key concepts of a programming language when they aresurrounded by body text, for example, SELECT and INCLUDE

EXAMPLE Keys on the keyboard

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SAP Business Planning and Consolidation 10.0Typographic Conventions

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Document History

CautionBefore you start the implementation, make sure you have the latest version of this document. You can find thelatest version on the SAP Service Marketplace at service.sap.com/instguidesEPM-BPC 10.0, version for theMicrosoft Platform .

The following table provides an overview on the most important document changes:

Table 2

Version Date Description

1.0 2012-02-02 This version accompanies the General Availability release of SAP BusinessObjects Planningand Consolidation 10.0, version for the Microsoft platform.

1.1 2012-06-07 Modified the document to incorporate SQL Server 2012 support within support package 7.

1.2 2012-06-08 Incorporated changes related to XMLA/ODBO for support package 7.

1.21 2012-12-05 Updated the “Prerequisites” section in the topic “Installing the Planning and ConsolidationODBO Provider”.

1.22 2013-03-05 Updated the topic Downloading and Installing Components [page 16] to include details aboutSAP Crystal Dashboard Design.

1.23 2013-04-30 Updated the topic “Important SAP Notes” with the central note number for support package10.



1.3 2014-08-08 For support package 14:

● Updated the topic “Important SAP Notes” with the central note number for supportpackage 14.

● Updated the topic System Landscape [page 11] to include Windows Server 2012 andWindows 8 and 8.1.

SAP Business Planning and Consolidation 10.0Document History



http://service.sap.com/instguidesEPM-BPC

Content

1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.1 About this Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.2 Related Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71.3 Important SAP Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

2 SAP BusinessObjects Planning and Consolidation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92.1 Software Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92.2 Software Component Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102.3 System Landscape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112.4 Development Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112.5 Overall Implementation Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122.6 Solution-Wide Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

3 Downloading and Installing SAP BusinessObjects Business Intelligence Platform . . . . . . . . . . . 14

4 Installing the Planning and Consolidation ODBO Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

5 Using SAP Crystal Dashboards with Planning and Consolidation . . . . . . . . . . . . . . . . . . . . . . . . 165.1 Downloading and Installing Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165.2 Configuring SAP Crystal Dashboard Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175.3 Creating an SAP Crystal Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195.4 Publishing an SAP Crystal Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

6 Using SAP BusinessObjects Analysis, Edition for OLAP, with Planning andConsolidation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

6.1 Providing Planning and Consolidation Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226.2 Creating a Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236.3 Creating a Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

A Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25A.1 List of Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

B Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26B.1 The Main SAP Documentation Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

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SAP Business Planning and Consolidation 10.0Content

1 Getting Started

1.1 About this Document

This Master Guide is the starting point for the technical implementation of SAP BusinessObjects Planning andConsolidation. Use this Master Guide for an overview of the system from a technical perspective. The Master Guideis a planning tool that helps you to design your Planning and Consolidation system landscape and it refers you to allof the detailed documentation you need. For a general overview of the available SAP documentation, see The MainSAP Documentation Types.

This Master Guide includes the following main sections:

● System Landscape Information

NoteFor sizing information for this release, see service.sap.com/sizing Sizing Guidelines Solutions &Platform .

● Overall Implementation Sequence

● Solution-Wide Topics

● Development Environment

● Downloading and Installing SAP BusinessObjects Business Intelligence Platform

● Installing the ODBO Provider

● Using SAP Crystal Dashboards with Planning and Consolidation

● Using SAP BusinessObjects Analysis, edition for OLAP, with Planning and Consolidation

1.2 Related Information

Further Useful Links

The following table lists links on SAP Service Marketplace that may be helpful during your implementation and useof Planning and Consolidation:

Table 3

Content Location on SAP Service Marketplace

SAP Notes search service.sap.com/notes

SAP Software Distribution Center (software download andordering of software)

service.sap.com/swdc

SAP Online Knowledge Products (OKPs) Role-specificLearning Maps

service.sap.com/rkt

SAP Business Planning and Consolidation 10.0Getting Started



http://service.sap.com/sizing

http://service.sap.com/notes

http://service.sap.com/swdc

http://service.sap.com/rkt

1.3 Important SAP Notes

You must read the following SAP Notes before you start the installation. These SAP Notes contain the most recentinformation about the installation, as well as corrections to the installation documentation.

Make sure that you have the up-to-date version of each SAP Note, which you can find on SAP Service Marketplaceat service.sap.com/notes.

Table 4:

SAP Note Number Title Comments

1584890 Documentation Addendum Contains information that does not yet appear in theapplication help of Business Planning and Consolidation10.0, version for the Microsoft platform. Application helpis available at help.sap.com/bopacms100.

2000499 Business Planning & Consolidation 10 forMicrosoft SP14 Central Note

This note contains important information about theinstallation of support package 14.



























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SAP Business Planning and Consolidation 10.0Getting Started

http://service.sap.com/notes


http://help.sap.com/bopacms100















2 SAP BusinessObjects Planning andConsolidation Overview

2.1 Software Units

Server Components

The server installation program requires a number of server types that provide different services. These servers canbe installed on single or separate machines. Locations for each server type are defined in Advanced settings withinthe installation program, or can be changed using the Server Manager after the server has been installed.

The following table describes the server components:

Table 5

Server Component Description

Application server This component is installed during the Planning andConsolidation server installation. It requires Microsoft IIS torun Web services. The application server has the followingcharacteristics:

● Supports all SOA (service-oriented architecture)

● Runs the Planning and Consolidation services

● Hosts the application business logic

● Performs user authentication

OLAP Server Installed before the Planning and Consolidation server, theOLAP server has the following characteristics:

● Hosts Microsoft SQL Server Analysis Services

● Serves as a high performance, multidimensionaldatabase component

● Allows detailed analysis and drill-down

Microsoft SQL Server Installed before the Planning and Consolidation server, theMicrosoft SQL server has the following characteristics:

● Hosts data management activities

● Maintains a 100% open standard

File share Installed during the Planning and Consolidation serverinstallation, the file share creates the system folders,WebFolders, and FileDB. File share stores all application files,unstructured data, reports, books, administrative information,conversion and transformation files, templates, UNC, and localdrive.

SAP Business Planning and Consolidation 10.0SAP BusinessObjects Planning and Consolidation Overview



2.2 Software Component Matrix

This section provides an overview of the components available for integration with Planning and Consolidation. Eachcomponent can be installed on separate hardware. Software requirements for each component are documented inthe relevant installation and master guides.

Table 6

Software Component Technical Scenario Key: M = mandatory; O = optional

SAP BusinessObjects Enterprise components

SAP BusinessObjects BusinessIntelligence Platform (Enterprise XI 4.0)

O – Required only if integrating with other SAP BusinessObjects Enterprisesystems.

SAP BusinessObjects InformationPlatform Services 4.0

O – Provides additional authentication options that are not available in ActiveDirectory Services, including single sign-on (SSO) to other integrationcomponents.

Integration components

SAP BusinessObjects Risk Management O – Use this if you want to build test plans using Process Controls for compliancepurposes. Test plans can consist of manual or automated compliance checks

You can build automated checks using Planning and Consolidation transactiondata, as well as metadata

SAP BusinessObjects Analysis, edition forOLAP

O – Use this if you want to display, analyze, and share multidimensional data setsin BusinessObjects Analysis.

SAP BusinessObjects Crystal Dashboards O – Use this if you want to display and analyze Planning and Consolidationtransaction data in SAP BusinessObjects Crystal Dashboards.

Transaction data is available within SAP BusinessObjects Crystal DashboardsDesign through the EPM Add-in.

SAP BusinessObjects Crystal Dashboards can pull live data from Planning andConsolidation through a native EPM Connector for SAP BusinessObjects CrystalDashboards Design.

SAP BusinessObjects Crystal Dashboards can use Planning and Consolidationdata outside of the application, for example, to create an Adobe PDF document orPowerPoint presentation that takes live data from Planning and Consolidation.

BSAP BusinessObjects Information Platform Services can provide single sign-onto Planning and Consolidation from the Crystal Dashboard model.

SAP BusinessObjects Web Intelligence O – Use this if you want to display and report on Planning and Consolidation datain SAP BusinessObjects Web Intelligence.

SAP Crystal Reports O – Use this if you want to display Planning and Consolidation data in SAP CrystalReports.

SAP BusinessObjects FinancialInformation Management

O – Use this if you want to use SAP BusinessObjects Financial InformationManagement as a source of data in Planning and Consolidation, or to export data.For more information, see SAP Library for SAP BusinessObjects FinancialInformation Management at help.sap.com/epm Financial InformationManagement .

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http://help.sap.com/epm

2.3 System Landscape

In development and productive environments, Planning and Consolidation runs on a Microsoft .NET framework andVisual Basic runtime environment. The following platforms are supported:

● Microsoft Windows Server 2008 Enterprise Edition, 2008 R2 Enterprise Edition (64 bit), 2012 standard Edition,or 2012 R2 standard Edition (64 bit)

● Microsoft SQL Server 2008 Enterprise Edition, SQL Server 2008 R2 Enterprise Edition, or SQL Server 2012Enterprise Edition

● Microsoft Office 2007(32 bit), or 2010 (32 bit)

● Microsoft Windows XP, Vista, 7, 8, or 8.1

For more information, see the Product Availability Matrix on SAP Service Marketplace at service.sap.com/pam.Search on Planning and Consolidation.

Planning and Consolidation also supports the use of VMWare as a virtualization technology for landscapedeployment. Currently, versions ESX 3.x and 4.0 are supported.

The following are some key advantages of the architecture:

● Web-based platform with centralized database

● Scalable

● Zero-footprint, Web-based application that leverages cutting-edge technologies

● Next generation service-oriented architecture (SOA) providing easy integration

● Multiplatform capabilities

● Patented, enterprise-scale Microsoft Office integration

2.4 Development Environment

A development environment is an integral part of a successful implementation. It provides an environment for thefollowing development aspects:

● Allows testing of third party software updates to Microsoft Windows, Microsoft SQL, and Analysis Services

● Can be used as a staging area for new releases that require conversions

● Allows testing of changes to the design of environments

● Facilitates the development of future models and environments

● Serves as fail over and disaster recovery hardware

● Reduces the impact of any of the above activities on production users

Production and development environments do not have to be identical in hardware or configuration. We stronglyrecommend that you use a minimal system landscape for test and demonstration purposes only. For performance,scalability, high availability, and security reasons, do not use a minimal system landscape as your productionlandscape.

For information about system requirements, see the Installation Guide.




http://service.sap.com/pam

2.5 Overall Implementation Sequence

The following table describes the high-level steps for installing Planning and Consolidation:

Process

Table 7

Step Action and Relevant Documentation

1 Determine your server configuration.

[ service.sap.com/sizing Sizing Guidelines Solutions & Platform ]

2 Perform the tasks in the Before Installing the Server section, including installing all prerequisites.

[Installation Guide – Before Starting the Planning and Consolidation Server Installation]

3 From the Application server, install the server.

[Installation Guide – Installing Planning and Consolidation on a Single Server or Installing the Planningand Consolidation Server in a Multi-Server Configuration]

4 Start setting up the system for users.

[Installation Guide – After Installing Planning and Consolidation Servers]

For documentation listed in the table, see List of Documents.

2.6 Solution-Wide Topics

Localization

Planning and Consolidation is distributed as a standard version, which includes localized reporting and consolidationfunctionality. The application supports several language versions of the user interface. For a list of languages thatare supported, see the Product Availability Matrix on SAP Service Marketplace at service.sap.com/pam. Search onPlanning and Consolidation.

The application also supports customized planning and consolidation processes after appropriate configuration (seethe application help available from the SAP Library).

Planning and Consolidation supports all servers with an operating system in any language.

Session Locking

While a session has no automatic time-out feature, system administrators and users can set up session lockingthrough a Microsoft Windows screen saver.

Timestamps

Timestamps in Planning and Consolidation, including but not limited to data package start and end times, postingtimes in the Content Library, and audit report times, are always stored in the database in Coordinated Universal Time(UTC), not local time.

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http://service.sap.com/sizing

http://service.sap.com/pam

Planning and Consolidation reads date information from the local system and converts the UTC time stored in thedatabase to the time settings of the local system. If you use the Regional and Language Settings of the ControlPanel to select a localized calendar, the timestamp date reflects these localized settings.




3 Downloading and Installing SAPBusinessObjects Business IntelligencePlatform

Planning and Consolidation supports single sign-on through SAP BusinessObjects Business Intelligence (BI)Platform. If you want to use single sign-on through SAP BusinessObjects BI Platform, you must download and installit before installing Planning and Consolidation.

For more information on installing SAP BusinessObjects components, see service.sap.com/bosap-instguides.

Procedure

Downloading SAP BusinessObjects BI Platform 4.0

1. Navigate to service.sap.com/swdc.

2. Choose BusinessObjects Downloads and use the A-Z Index to locate the SAP BusinessObjects BI Platform 4.0download page.

3. Choose Installation and Upgrade Windows .

4. Select the SAP BusinessObjects BI Platform server, client tools, and temporary keys packages, then chooseAdd to Download Basket.

5. Choose my DOWNLOAD BASKET to install the Download Manager (if necessary) and download your requestedBusinessObjects BI Platform packages.

Installing BusinessObjects BI Platform 4.0

You can find instructions for installing BusinessObjects BI Platform 4.0 (together with other useful information inthe BusinessObjects BI Platform 4.0 Installation Guide, which you can download from service.sap.com/bosap-instguides.

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SAP Business Planning and Consolidation 10.0Downloading and Installing SAP BusinessObjects Business Intelligence Platform

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

http://service.sap.com/swdc



4 Installing the Planning and ConsolidationODBO Provider

You install the Planning and Consolidation ODBO provider if you want to display planning and consolidation data inthe SAP BusinessObjects Business Intelligence suite tools, such as WebI, Crystal Dashboard Design, or UniverseDesign Tool. Follow these guidelines:

CautionIf you install the ODBO provider on the Planning and Consolidation server, ODBO and XMLA provider may notwork correctly.

● If using the ODBO provider within a universe, which enables WebI and Explorer, it needs to be visible to theConnection Service.

● For SAP Crystal Dashboard Design, you must install the ODBO provider client on client machines on which youhave installed SAP Crystal Dashboard Design and the EPM Add-in for Microsoft Office.

Prerequisites

The following software is installed:

● SAP BusinessObjects Business Intelligence Platform (see Downloading and Installing SAP BusinessObjectsBusiness Intelligence Platform [page 14])

● Microsoft Visual C++ 2010 SP1 Redistributable Package (x64) on the Planning and Consolidation applicationserver

● Microsoft Visual C++ 2010 SP1 Redistributable Package (x64) on the machine on which you want to install theODBO provider

● Microsoft .NET Framework 4.0 on the machine on which you want to install the ODBO provider.

Procedure

1. Download the Planning and Consolidation ODBO provider from the SAP Download area by selectingDownloads Installations & Upgrades on SAP Service Marketplace.

NoteEnsure that you download the correct version of the ODBO provider:

○ Use OBDO Client_Win32.exe if a 32-bit version of Microsoft Office is installed.

○ Use OBDO Client_Win64.exe if a 64-bit version of Microsoft Office is installed.

2. Navigate to <drive>:\odbo and run the client.exe file.

3. In the SAP BusinessObjects BI PlatformCentral Management Console, restart the affected services, such as theConnection Service and MDAS.

SAP Business Planning and Consolidation 10.0Installing the Planning and Consolidation ODBO Provider



5 Using SAP Crystal Dashboards withPlanning and Consolidation

SAP Crystal Dashboards bridges the gap between data analysis and visual presentation, empowering users to createinteractive reports and applications.

Installing and configuring SAP Crystal Dashboards to work with Planning and Consolidation comprises the followingactivities:

● Downloading and installing the necessary components

● Configuring SAP Crystal Dashboards

● Creating an SAP Crystal Dashboard

● Publishing an SAP Crystal Dashboards document

5.1 Downloading and Installing Components

To use SAP Crystal Dashboards to generate reports on Planning and Consolidation data, there are a number ofcomponents that you need to download and install. You may already have some of these components installed –ensure that you have the correct version and Service Pack (SP).

Procedure

Download Components

Download the following components from SAP Service Marketplace (SMP):

● SAP Crystal Dashboard Design 4.0 as follows:

○ Download SP02 or lower if using EPMConnector SP13 Patch 3 or lower (Flex 2)

○ Download SP04 or higher if using EPMConnector SP13 Patch 4 or higher (Flex 4)

● SAP BusinessObjects EPM add-in for Microsoft Office

You can download the EPM add-in for Microsoft Office Installation Guide (including installation information forthe EPM Connector add-on) from service.sap.com/support Release & Upgrade Info Installation &Upgrade Guides SAP BusinessObjects SAP BusinessObjects Enterprise Performance Management(EPM) EPM Solutions, add-in for Mocrosoft Office 10.0 .

● Download the Microsoft Visual C++ 2005 Service Pack 1 Redistributable Package MFC Security Update installerfrom www.microsoft.com/en-us/download/details.aspx?id=26347. Be sure to choose the appropriateinstaller:

○ For 32-bit servers, choose vcredist_x86.exe○ For 64-bit servers, choose vcredist_x64.exe

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SAP Business Planning and Consolidation 10.0Using SAP Crystal Dashboards with Planning and Consolidation

http://service.sap.com/support

http://www.microsoft.com/en-us/download/details.aspx?id=26347

Install Components

When installing the components in a production environment, consider the following:

● SAP BusinessObjects BI Platform should be installed on its own distinct server.

● Install the Microsoft Visual C++ 2005 Service Pack 1 Redistributable Package MFC Security Update on the clientmachine.

For information on installing SAP software, go to the SAP Help Portal (help.sap.com) and download the appropriateinstallation instructions.

Instructions for installing Microsoft Visual C++ 2005 are contained in the download package.

Installing SAP Crystal Dashboard Add-ons

1. Open SAP Crystal Dashboard Design.

2. Select File Manage Add-ons .

The Add-On Manager dialog box opens.

3. Click Install Add-On.

The Open dialog box opens.

4. Select the EPMConnector.xlx file.

The EPMConnector.xlx file is located in the EPMConnector subfolder of the EPM Add-in for Microsoft Officeinstallation folder.

5. Select Open.

6. Select Close.

7. Restart SAP Crystal Dashboard Design.

5.2 Configuring SAP Crystal Dashboard Design

You can use data from SAP BusinessObjects Enterprise Performance Management (EPM) combined with Planningand Consolidation information to design an SAP Crystal dashboard that can be published within the Planning andConsolidation Documents view.

To enable SAP Crystal Dashboard Design to retrieve data, metadata and master data from EPM, you should installan EPM connector as an add-on to SAP Crystal Dashboard Design.

Prerequisites

You have downloaded and installed the following components:

● SAP Crystal Dashboard Design

● SAP BusinessObjects EPM Add-in for Microsoft Office

● Microsoft Visual C++ 2005 Service Pack 1 Redistributable Package MFC Security Update




http://help.sap.com

Procedure

NoteAll configuration actions must be carried out on the Planning and Consolidation .NET server.

Configure SAP Crystal Dashboard Design

To improve the stability of SAP BusinessObjects EPM Add-in for Microsoft Office when embedded in SAP CrystalDashboard Design, we strongly recommend enabling Live Office Compatibility in the SAP Crystal Dashboard Designpreferences.

To enable Live Office Compatibility:

1. In SAP Crystal Dashboard Design, select File Preferences .

2. On the left of the dialog box, select Excel Options.

3. In the Live Office Compatibility area, select the Enable option.

4. Click Apply.

5. Click OK.

Configure XMLA Provider

The XMLA Provider requires the following configuration settings:

1. On the Planning and Consolidation .NET server, go to <drive>:\Websrvr\Web\BPC and open theDataSources.xml file.

2. In this file, update the server name to be the same as the Planning and Consolidation server name in the samenode:

<URL>http://<servername:port>/SAP/BPC/App/XMLA/XmlaWebService.asmx</URL><DataSourceInfo>Data Source = http://<servername:port></DataSourceInfo>

3. If this is not the case, do the following:

○ Change the file so that the server names are the same.

○ Save the file DataSources.xml.

○ Restart the .NET server.

Configure Flash

To allow Flash files to connect to the Planning and Consolidation XMLA provider or SAP Crystal Dashboard DesignWeb services, there are two crossdomain.xml files installed, during installation. The crossdomain.xml files aremandatory to allow data access from a Flash file (such as an SAP Crystal dashboard) than runs locally or not in thesame server as planning and Consolidation.

For more information about cross-domain policy, see www.adobe.com/devnet/articles/crossdomain_policy_file_spec.html

Never delete the crossdomain.xml files.

The following information indicates the contents of these crossdomain.xml files.

In the Planning and Consolidation .NET Server, there should be two cross-domain files:

1. <Root path of Planning and Consolidation web site>\crossdomain.xmlThis file contains:

<cross-domain-policy>

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http://www.adobe.com/devnet/articles/crossdomain_policy_file_spec.html

http://www.adobe.com/devnet/articles/crossdomain_policy_file_spec.html

<site-control permitted-cross-domain-policies="all"/></cross-domain-policy>

2. <drive>\Websrvr\Web\crossdomain.xmlThis file contains:

<cross-domain-policy><allow-http-request-headers-from domain="*" headers="*" secure="false" /><allow-access-from domain="*" secure="false"/></cross-domain-policy>

CautionIf, for some reason, these files are removed or modified, an SAP Crystal dashboard that uses theEPMconnector connection may not work correctly.

5.3 Creating an SAP Crystal Dashboard

You can use SAP Crystal Dashboard Design to create interactive reports and dashboards based upon Planning andConsolidation data.

Features

The following is an overview of the process to create a dashboard in SAP Crystal Dashboard Design.

● Design report in the SAP BusinessObjects EPM solutions, add-in for Microsoft Office

Use Excel functions to model data derived from EPM products and other data (such as Planning andConsolidation data). The EPM add-in designs reports based on the selected data.

● Design dashboard

Based upon the EPM add-in reports, create a design for the dashboard and its user interface.

● Configure data connections with the EPM connector

Link the dashboard user interface with the report data.

● Generate Flash dashboard

Export the dashboard to the Flash player.

● Upload the dashboard SWF file to the Planning and Consolidation library

Publish the Flash dashboard in Planning and Consolidation for use in workspaces.

5.4 Publishing an SAP Crystal Dashboard

You can publish an SAP Crystal Dashboard document to appear in and use data from Planning and Consolidation.The following publishing methods are available within Planning and Consolidation:

● Publishing SAP Crystal documents to the Planning and Consolidation Web client




● Publishing SAP Crystal documents to the EPM Add-in for Microsoft Office

Procedure

Publishing SAP Crystal Dashboard Documents to Planning and Consolidation Web Client

Publishing to Documents

1. From the Home tab, choose Documents.

2. Choose Post a document.

The Post a Document wizard opens. Follow the steps of the wizard to achieve the following:

○ Choose a document and enter an optional description of the document

○ Select users or teams of users that need to be able to access the document

○ Select the appropriate type and subtype for the document

○ Choose whether to send an e-mail to all users who can access the document, and enter the text for the e-mail message

○ Choose a document context for the document if applicable

The document is now displayed in the Documents list.

Publishing to Library

1. From the Home tab, choose Library.

2. Choose New Dashboard .

3. Choose .swf file (and .xlf file if applicable) and upload.

As a result the document is displayed in the Library list.

The SAP Crystal dashboard inherits context members provided that they are not included in the page header of theAnalyzer query.

Any dimensions, used in the page header, inherit from context when the GetCurrentView service is used.

Publishing SAP Crystal Documents to EPM Add-in for Microsoft Office

1. From the EPM Add-in, choose Insert Dashboard in the action pane

2. Select the Flash file that you exported from SAP Crystal Dashboard Design.

3. For Excel and Word, choose Toggle Edit Mode in the action pane to publish the dashboard.

NoteCurrently, Office 2007 applications do not save an embedded flash file. You should save as a 2003 documenttype. This may be resolved in the future.

You should also consider the following:

● The published dashboard inherits from the context. That is, changing the context refreshes the SAP Crystalmodels

● Embedding Crystal flash files in any other way (such as using the Office application's capability) does not inheritfrom context.

● When embedding within Office, it is best to design the models such that filters are set in the action pane

20



● The SAP Crystal dashboard inherits context members if they are included in the page header of the query. Anydimension, used in the page header, only inherits from the context if the GetCurrentView service is used.

● Within PowerPoint, a flash file only runs in slideshow mode. Within the edit mode, the flash file is static.




6 Using SAP BusinessObjects Analysis,Edition for OLAP, with Planning andConsolidation

SAP BusinessObjects Analysis, edition for OLAP, is a query and analysis tool for working with multidimensional datain the BusinessObjects BI platform BI Launch Pad.

You can allow users of Analysis to access Planning and Consolidation data for analysis in their application. Forexample, with the Planning and Consolidation application, you can:

● Develop timely and accurate plans and budgets that are aligned with strategic goals

● Seamlessly integrate corporate and departmental planning

● Quickly model business scenarios

● Reforecast to meet rapidly changing business conditions

However, you may need to extend this analysis to provide power users with the ability to perform queries and analysisof Planning and Consolidation information. By accessing Planning and Consolidation data in Analysis, users ofAnalysis can gain deeper insight and understanding about the way in which Planning and Consolidation is beingexecuted.

6.1 Providing Planning and Consolidation Data

This section describes the overall process for making Planning and Consolidation data available in SAPBusinessObjects Analysis, edition for OLAP.

Prerequisites

Ensure that your SAP BusinessObjects Business Intelligence Platform installation conforms to the following:

● SAP BusinessObjects Business Intelligence Platform 4.0 SP03 or higher is installed. The server can be installedon either the same machine with Planning and Consolidation or a separate machine (recommended).

● The SAP BusinessObjects Analysis server is installed and configured on the SAP BusinessObjects BusinessIntelligence Platform server.

For more information on installing SAP BusinessObjects components, see service.sap.com/bosap-instguides.

Features

The process of making Planning and Consolidation data available for analysis by SAP BusinessObjects Analysis,edition for OLAP, involves the following sequence of steps.

1. Create a SAP BusinessObjects Analysis, edition for OLAP, Connection. See Creating aConnection [page 23].

22


SAP Business Planning and Consolidation 10.0Using SAP BusinessObjects Analysis, Edition for OLAP, with Planning and Consolidation


2. Create a SAP BusinessObjects Analysis, edition for OLAP, Workspace for the Planning and Consolidationapplication. See Creating a Workspace [page 23].

6.2 Creating a Connection

Procedure

1. Start the SAP BusinessObjects Enterprise Central Management Console and log on.

2. Stop services in the SAP BusinessObjects BI Platform Central Configuration Manager.

The CMS server and multidimensional analysis service should be enabled, but all others can be disabled. Thisreduces the memory footprint by a considerable amount.

3. Choose the Connections tab.

4. Enter a description for this connection in the Description field.

5. Select SAP BusinessObjects Planning and Consolidation for the Microsoft Platform 10 in the Provider field.

6. Enter the full address of the XMLA web service of Planning and Consolidation in the Server Information field.For example, http://<servername>:<port>/sap/bpc/app/xmla/xmlawebservice.asmx.

7. Choose Connect, then log into the Planning and Consolidation application as an administrator.

8. In the Environment folder (catalog), select a model to associate with the connection, and choose Select.

9. Select an authentication method: Prompt, SSO, or Pre-defined.

10. Choose Save.

More Information

For more information, see SAP note 1654565.

6.3 Creating a Workspace

Prerequisites

You have added a users area to the Planning and Consolidation group in the SAP BusinessObjects CentralManagement Console to identify them as Planning and Consolidation users.

Procedure

1. Start SAP BusinessObjects Business Intelligence (BI) Platform BI Launch Pad and log in with the appropriateusername and password.

2. From the Home tab select My Applications Analysis edition for OLAP .

3. Connections are listed in a Choose Connection window. Select the connection you just created, then click OK.

4. Drag the metadata on the left side to the appropriate positions of Crosstab.





You can also use other data view types such as 3D Clustered Columns, Stacked Bar, and so on.

Result

You are now ready to work with Planning and Consolidation data in BusinessOblects Analysis. For more information,see the BusinessObjects Analysis, Edition for OLAP User’s Guide in the SAP Help Portal at help.sap.com.

24



http://help.sap.com

A Appendix

A.1 List of Documents

The following table provides the location of all documents mentioned in this Master Guide:

Table 8

Title Location on SAP Service Marketplace

SBOP Plan & Consol 10.0 M MasterGuide

service.sap.com/instguidesEPM-BPC 10.0, version for the MicrosoftPlatform

SBOP Plan & Consol 10.0 M UpgradeGuide


SBOP Plan & Consol 10.0 M InstallationGuide


SAP Business Planning and Consolidation 10.0Appendix






B Reference

B.1 The Main SAP Documentation Types

The following is an overview of the most important documentation types that you need in the various phases in thelife cycle of SAP software.

Figure 1: Documentation Types in the Software Life Cycle

Cross-Phase Documentation

SAPterm is SAP’s terminology database. It contains SAP-specific vocabulary in over 30 languages, as well as manyglossary entries in English and German.

● The target group for this documentation is the following:

○ Relevant for all groups

● You can find the current version of this documentation at the following locations:

○ On SAP Help Portal at help.sap.com Additional Information Glossary (direct access) orTerminology (as terminology CD)

○ In the SAP system in transaction STERMSAP Library is a collection of documentation for SAP software covering functions and processes.


○ Consultants

○ System administrators

26


SAP Business Planning and Consolidation 10.0Reference

http://help.sap.com

○ Business users

○ Project teams for implementations or upgrades

● You can find the current version of the following documentation on SAP Help Portal at help.sap.com/epm.SAP Library — Application Help provides the following information:

○ Instructions for administrators about setting up and maintaining Planning and Consolidation applications.

○ Instructions for building, distributing, and publishing reports, and about collecting data and submitting it tothe database using input schedules and journals.

○ Instructions for publishing reports and unstructured documents, and about creating and analyzing live reports.

○ Instructions for moving data into and out of Planning and Consolidation, and about copying and moving datawithin and across applications.

○ Instructions about monitoring and maintaining a Planning and Consolidation server.

Implementation

The master guide is the starting point for implementing an SAP solution. It lists the required installable units foreach business or IT scenario. It provides scenario-specific descriptions of preparation, execution, and follow-up of animplementation. It also provides references to other documents, such as installation guides, the technical infrastructureguide, and SAP Notes.


○ Technology consultants


● You can find the current version of this documentation at the following location:

○ On SAP Service Marketplace at service.sap.com/instguidesEPM-BPC 10.0, version for the MicrosoftPlatform .

The installation guide describes the technical implementation of an installable unit, taking into account thecombinations of operating systems and databases. It does not describe any business-related configuration.






The configuration guide contains recommended Application server settings and table partitioning guidelines.




● There is no configuration guide available for this release.The security guide provides information about setting security for applications, dimensions, and users.




● You can find the current version of this documentation at the following location

○ On SAP Service Marketplace at service.sap.com/securityguide.




http://help.sap.com/epm



http://service.sap.com/securityguide

Production Operation

The operations guide is used for operating an SAP application, and it refers users to the tools and documentationthat are needed to carry out the various operations-related tasks.


○ Technical consultants


○ Solution consultants

○ Business process owners

○ Support specialists



Upgrade

The upgrade guide describes the technical upgrade of a Planning and Consolidation installation, taking into accountthe combinations of operating systems and databases. It does not describe any business-related configuration.






Release notes are documents that contain short descriptions of new features or changes in SAP BusinessObjectsPlanning and Consolidation since the previous release. Release notes about ABAP developments enable the SAP systemto generate delta and upgrade IMGs.


○ Consultants

○ Project teams for upgrades

● You can find the current version of this documentation at the following locations:

○ On SAP Service Marketplace at service.sap.com/releasenotes

○ In the SAP menu of the SAP system under Help Release Notes (only ABAP developments)

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http://service.sap.com/releasenotes

SAP Business Planning and Consolidation 10.0



www.sap.com

Material Number:

**

http://www.sap.com

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