How to creating a universe with the bo xi 4.0 information design tool
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How to creating a universe with the bo xi 4.0 information design tool Document Transcript

  • 1. How-To: Creating a Universe with the BO XI 4.0 InformationDesign ToolThe following describes the steps to create a universe with SAP BusinessObjects XI4.0′s new Information Design Tool.We would like to start with a graphic displaying a systematic method to createuniverses in the new tool. Figure 1: Universe Creation Flowchart for the Information Design ToolThere are a few new terms that may jump out as you are reading this, but in case youhave not noticed them, let’s take a minute to list those terms out:  Connection – define how a universe connects to a relational or OLAP database. Local connections are stored as .CNX files, and secure connections are stored as .CNS files. Data Foundation – a schema that defines the relevant tables and joins from one or more relational databases. The designer enhances the data foundation with
  • 2. contexts, prompts, calculated columns, and other SQL definitions. The data foundation becomes the basis of one or more business layers. Business Layer – the universe under construction, and when the business layer is complete, it is compiled with the connections or connection shortcuts and data foundation, published, and deployed as a universe. Universe – the compiled file that includes all resources used in the definition of the metadata objects built in the design of the business layer.Each of the items above refers to a resource that can be stored in a Project whendeveloping in the Information Design Tool. A project is a named local workspace thatcontains one or more resources used to build universes. Projects can be shared sothat multiple designers are able to work on the same resources.Step 1: Open the Information Design Tool. The new interface screen will bedisplayed.NOTE – All created resources will be labeled as “TestProject[resourceType]“, i.e.“TestProjectConn” for Test Project Connection. Figure 2: New Interface Screen
  • 3. Step 2: Create a new Project by clicking on File->New->Project. Figure 3: Create Project OptionA local project must exist to assign resources; otherwise an error message will begiven.
  • 4. Figure 4: Sample Error if no local project exists Figure 5: New Local Project CreatedStep 3: Create a new Connection. Right-click on the project you just created, or use“File->New” and choose the Relational Connection or OLAP Connection.For the purpose of this entry, we will be creating a Relational Connection.
  • 5. Figure 6: Choose a Connection Figure 7: Define a name for ConnectionStep 4: Select the proper Database Middleware driver and configure the connection.The tool comes equipped with several DB driver connections with a defaultinstallation.Note – You must have proper privilege to the schema you are accessing. Also, anODBC or OLE DB connection must already be established to function properly.
  • 6. Figure 8: Choose the Middleware Driver Figure 9: Connection Configuration 1
  • 7. Figure 10: Connection Configuration 2Figure 11: Connection Configuration 3
  • 8. Figure 12: New Local Connection CreatedA new connection should now be present and expanded in the project. Thisconnection remains local to the project. Connections to be used in publisheduniverses will need to be published to the repository and saved as secureconnections.Step 5: Publish the connection to the repository as a secure connection. Right-clickon the new local connection, or highlight the connection and choose the “File->Publish->Publish Connection to a Repository” option. Figure 13: Publish the Connection to a Repository Figure 14: Secure Connection Shortcut EstablishedStep 6: Create a new Data Foundation and configure the Data Foundation. Right-click on the project you created, or use the “File->New->Data Foundation” option.
  • 9. Figure 15: Data Foundation Configuration 1Note – there are two types of data foundations: Single-Source and Multisource-Enabled.Single-Source  Support a single connection. The connection can be local or secured, which means you can publish universes based on the data foundation either locally or to a repository. Recommended for the following situations: you want to work exclusively with database-specific SQL syntax, or you want to publish the universe locally and work outside of a repository.Multisource-Enabled  Support one or more connections. You can add connections when you create the data foundation and anytime later.
  • 10.  Multisource-enabled data foundations only support secured connections, and universes based on this type of data foundation can only be published to a repository. Required for the following situations: you want to insert tables and joins from more than one relational data source, you want to insert tables and joins from more than one relational data source, or you want to use SQL-92 syntax and SAP BusinessObjects SQL functions. Figure 16: Data Foundation Configuration 2Step 7: Select the Connection to associate to the Data Foundation.
  • 11. Figure 17: Data Foundation Configuration 3 Figure 18: Data Foundation CreatedStep 8: Choose the Tables to Insert. You also have an option to insert Derived Tablesand Views as well.Note – Joins to objects in the Data Foundation can either be detected or manuallyinserted. Figure 19: Insert Tables for Data Foundation 1
  • 12. Figure 20: Insert Tables for Data Foundation 2 Figure 21: Data Foundation CreatedStep 9: Create a Business Layer. Right-click on the project you created, or use the“File->New” and choose the Relational Business Layer or OLAP Business Layer. Thetype of business layer depends upon the connection that you used for the DataFoundation.
  • 13. Figure 22: Business Layer Configuration 1Step 10: Select the Data Foundation that you would like to use as the basis for thebusiness layer. The tool also provides the option to automatically create classes andobjects based on the Data Foundation Layer. Figure 23: Business Layer Configuration 2
  • 14. Figure 24: Business Layer CreatedStep 11: Publish the Universe to the Repository. Right-click the Business Layer andchoose the “Publish->To a Repository” option. This will save the Universe as a .UNXfile.Note – Ensure the Connection for the corresponding Data Foundation is a SecureConnection. Figure 25: Publish Universe 1
  • 15. Step 12: Execute a Universe Integrity Check and ensure critical errors are resolved. Figure 26: Publish Universe 2Step 13: Choose the Repository Folder to store the Universe. Figure 27: Publish Universe 3After clicking the “Finish” button, the Universe is successfully published and readyfor use by the users.
  • 16. Figure 28: Universe PublishedYou can verify that the Universe is available by logging into Interactive Analysis andcreating a new document. Figure 29: Universe Available for use in Interactive AnalysisThis concludes the guide to create a Universe using the Information Design Tool. Asyou can see, some new terminology has been added along with a different approachto create an entire universe. We feel that the new layout and approach is tailored formultiple information designers to work on specific resources. Even though no officialstatement has been made by SAP BusinessObjects, we believe that the InformationDesign Tool will become the eventual successor to the Universe Design Tool.