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EPM Add-in for Microsoft Office Installation Guide■ SAP BusinessObjects EPM solutions, add-in for Microsoft Office 10.0

2013-12-06

© 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may bereproduced or transmitted in any form or for any purpose without the express permission of SAP AG.

Copyright

The information contained herein may be changed without prior notice. Some software productsmarketed by SAP AG and its distributors contain proprietary software components of other softwarevendors. National product specifications may vary. These materials are provided by SAP AG and itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warrantyof 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 expresswarranty statements accompanying such products and services, if any. Nothing herein should beconstrued as constituting an additional warranty. SAP and other SAP products and services mentionedherein as well as their respective logos are trademarks or registered trademarks of SAP AG inGermany and other countries. Please seehttp://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademarkinformation and notices.

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Contents

What's New in the EPM Add-in for Microsoft Office Installation Guide.................................7Chapter 1

Architecture.............................................................................................................................9Chapter 2

Architecture Overview..............................................................................................................92.1Software Units.......................................................................................................................112.2Protocols Used in the EPM Add-in for Microsoft Office Software Architecture.......................122.3Hardware and Software Recommendations............................................................................132.4

Installing the EPM Add-in for Microsoft Office.....................................................................17Chapter 3

Installation Prerequisites for EPM Add-in, .Net Framework 3.5 SP1 Version..........................173.1Installation Prerequisites for EPM Add-in, .Net Framework 4.0 (Version for Large Volume DataSources and for Microsoft Office 64-bit)................................................................................18

3.2

Installing EPM add-in for Microsoft Office in Silent Mode.......................................................193.3Installing EPM add-in for Microsoft Office from the BI launch pad...........................................203.4Prerequisites for Installing EPM Add-in for Microsoft Office from SAP BusinessObjects Planningand Consolidation, version for SAP NetWeaver.....................................................................22

3.5

Installing EPM Add-in for Microsoft Office from SAP BusinessObjects Planning andConsolidation.........................................................................................................................25

3.6

Installing EPM add-in for Microsoft Office (standalone)..........................................................263.7Configuring the BOE for using the EPM Add-in from the BI launch pad...................................283.8

Installing the EPM Connector...............................................................................................29Chapter 4

Components Prerequisites.....................................................................................................294.1To install the EPM Connector add-on.....................................................................................294.2

Creating and Configuring Connections................................................................................31Chapter 5

Creating Local Connections...................................................................................................315.1Configuration Prerequisites for creating Local Connections...................................................315.1.1Creating a Local Connection for Financial Consolidation with SSAS Cubes using XMLA or OLEDBProviders ..............................................................................................................................32

5.1.2

Creating a Local Connection for Financial Consolidation with NetWeaver BW Cubes............355.1.3Creating a Local Connection for Profitability and Cost Management......................................375.1.4

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Creating a Local Connection for Planning and Consolidation for Microsoft.............................405.1.5Prerequisites for creating a local connection for Planning and Consolidation version for SAPNetWeaver............................................................................................................................43

5.1.6

Creating a Local Connection for Planning and Consolidation version for SAP NetWeaver......455.1.7Creating a Local Connection for the SAP HANA Platform......................................................475.1.8Creating Planning and Consolidation Connections.................................................................505.2Creating a Planning and Consolidation Connection for the Microsoft Platform.......................505.2.1Creating a Planning and Consolidation Connection for SAP NetWeaver................................515.2.2Creating SAP BusinessObjects Enterprise Connections........................................................525.3Creating an EPM Connection for Financial Consolidation with SSAS Cubes in the CentralManagement Console ...........................................................................................................53

5.3.1

Creating an EPM Connection for Financial Consolidation with NetWeaver BW Cubes in theCentral Management Console................................................................................................55

5.3.2

Creating an EPM Connection for Profitability and Cost Management in the Central ManagementConsole ................................................................................................................................56

5.3.3

Creating an EPM Connection for Planning and Consolidation version for SAP NetWeaver in theCentral Management Console ...............................................................................................57

5.3.4

Creating an EPM Connection for Planning and Consolidation version for Microsoft in the CentralManagement Console............................................................................................................59

5.3.5

Creating an SAP BusinessObjects Enterprise Connection.....................................................605.3.6Creating the SAP BW (INA Provider) Connection..................................................................615.4Creating the SAP HANA (INA Provider) Connection..............................................................625.5User Preferences Configuration.............................................................................................645.6

Configuring the EPM Connector...........................................................................................65Chapter 6

To configure the EPM Connector for Microsoft-based Solutions............................................656.1Defining HTTP headers of the crossdomain.xml file under Windows 2003 .............................666.1.1Defining HTTP headers of the crossdomain.xml file under Windows 2008..............................676.1.2Alternative configuration.........................................................................................................706.1.3To configure the EPM Connector for SAP NetWeaver-based Solutions.................................706.2Creating a Class on the SAP NetWeaver Server...................................................................716.2.1Implementing the Interface on the BW Server........................................................................726.2.2Creating the crossdomain Service..........................................................................................746.2.3

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Contents

Deploying the Same Options for Several Users...................................................................81Chapter 7

EPM Add-in for Microsoft Office Technical Log Configuration ............................................95Chapter 8

EPM Add-in Report Size Limitations.....................................................................................99Chapter 9

Disabling EPM Add-in for Faster Microsoft Office Applications Load Time.......................101Chapter 10

Troubleshooting..................................................................................................................103Chapter 11

More Information.................................................................................................................105Appendix A

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Contents

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Contents

What's New in the EPM Add-in for Microsoft OfficeInstallation Guide

Links to information about the new features and documentation changes for the EPMAdd-in for MicrosoftOffice.

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What's New in the EPM Add-in for Microsoft Office Installation Guide

What's New in Support Package 16 Documentation

Link to more informationWhat's new

Creating the SAP BW(INAProvider) Connection

New chapter regarding the new connection for SAP BW (INA Provider)

Creating the SAP HANA(INAProvider) Connection

New chapter regarding the new connection for SAP HANA (INA Provider)


Link to more informa-tionWhat's new

Creating a LocalConnection for theSAP HANA Platform

New chapter regarding the new local connection for the SAP HANA Platform

Deploying the SameOptions for SeveralUsers

New option in the xml file: DeferLayoutUpdate

Deploying the SameOptions for SeveralUsers

The already existing option MemberSelectorPagingSize: his equivalent optionin the user interface is no more Members per page in Member Selector (thatdoes not exist anymore) but Members Displayed on Node Expansion in MemberSelector



Hardware and SoftwareRecommendations

Microsoft Windows 8 and Microsoft Office 2013 are now supported

What's New in Support Package 13 Patch 02 Documentation


Creating a Local Connection forFinancial Consolidation withNetWeaver BW Cubes

Added information about the new BAPI connection type

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What's New in the EPM Add-in for Microsoft Office Installation Guide

Architecture

2.1 Architecture Overview

SAP BusinessObjects EPM Solutions, add-in for Microsoft Office provides business users the capabilityto analyze data from within supported SAP BusinessObjects EPM applications using Microsoft Officetools: Excel, Word or PowerPoint.

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Architecture

If you are using Dashboard Design, you can also convert EPM Add-in workbooks into DashboardDesign dashboards.

Note:Dashboard Design dashboards are flash files.

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Architecture

2.2 Software Units

FunctionThe EPM Add-in for Microsoft Office:• creates the reports that will be published on the SAP BusinessObjects Enterprise BI launch pad

portal.• allows OLAP analysis of cubes (drill-down, pivot axis, etc.).

Supported data sourcesEPM Add-in for Microsoft Office creates the reports on and analyzes the data from the following cubes:• SAP BusinessObjects Financial Consolidation 10:

• Financial Consolidation Microsoft SSAS cubes through the datapump component• Financial Consolidation NetWeaver BW cubes

• SAP NetWeaver Business Warehouse (SAP NetWeaver BW)• SAP BusinessObjects Planning and Consolidation 10, version for the Microsoft platform

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Architecture

• SAP BusinessObjects Planning and Consolidation 10 and 10.1, version for SAP NetWeaver• SAP BusinessObjects Profitability and Cost Management 10• SAP BusinessObjects Strategy Management 10• SAP HANA• SAP Performance Management, powered by HANA

Note:In replacement of Extended Analytics Analyzer 7.5, you can use the EPM add-in 10.0 to retrieve andanalyze data that comes from the following 7.5 data sources:• SSAS cubes created with SAP BusinessObjects Financial Consolidation, cube designer• SAP NetWeaver BW InfoCubes created with SAP BusinessObjects Financial Consolidation, cube

designer• SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver, models• SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform, models

You can connect to the EPM Add-in for Microsoft Office through:• the SAP BusinessObjects Enterprise BI launch pad portal• the SAP BusinessObjects Planning and Consolidation web portal• the administration console of SAP BusinessObjects Planning and Consolidation, version for the

Microsoft platform• a local mode using Microsoft Office Excel, Word or PowerPoint

Required components• Microsoft components:

• Microsoft .NET Framework 3.5 SP1• or Microsoft .NET Framework 4.0 for Version for Large Volume Data Sources and for Microsoft

Office 64-bit• Microsoft Office 2007 or 2010• XMLParser 6.0 SP1• Microsoft SQL Server 2005 or 2008 Analysis Services OLEDB Provider

Required components for the EPM Connector• Dashboard Design 4.0• Adobe Flash Player 10.1

2.3 Protocols Used in the EPM Add-in for Microsoft Office Software Architecture

XMLAXML for Analysis Services is the Microsoft standard protocol for accessing SSAS.

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Architecture

ODBOODBO (OLE DB for OLAP) extends the ability of OLE DB to access multi-dimensional (OLAP) datastores.

2.4 Hardware and Software Recommendations

For hardware and software recommendations on BusinessObjects Enterprise XI 4.0 platform and SAPNetWeaver Business Warehouse platform, refer to their respective guides, which are available on theSAP Help Portal.

Recommended configurationSupported configurationCategory

Intel Pentium processor 1,5 GHz or a Pen-tium compatible processor

Processor

1 GBAt least 512 MB (depending on the operatingsystem)

RAM

1 GBDiskspace

1024 X 768Screenresolution

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Architecture


All of the following Operating System servicepacks available on January 1, 2013:

Microsoft Windows XP SP3, 32-bit edition

Microsoft Windows Vista SP1 or higher, 32or 64-bit editions

Microsoft Windows 7, 32 or 64-bit editions

Microsoft Windows 8, 32 or 64-bit editions

Microsoft Windows Server 2003 and 2008R2 Terminal Services, 32 or 64-bit editions

Note:EPM add-in supports Citrix XenApp 6.5 andOffice 2007 and Office 2010 (32 bits version)in both desktop and streaming to servermodes.

Caution:IA 64-bit (Itanium) versions are not supported

Operatingsystem

Internet Explorer 8

Caution:You cannot run Internet Explorer 64-bit witha 32-bit edition of Microsoft Office.

Microsoft Office 2007 SP2

Softwarecompo-nents

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Architecture


Internet Explorer 7, 8, 9 and 10

Mozilla Firefox 8.0.1

Microsoft Office Excel, Word or PowerPoint2003

Caution:you cannot open “xlsx” files with Office 2003even if the compatibility pack is installed

Caution:if you want to generate PDF files with Mi-crosoft Excel 2003 through the EPM Add-inbook publication and distribution, you mustinstall the Amyuni PDF Converter DeveloperPro 4.5. To find out more, see:http://www.amyuni.com/en/developer/pdfconverter/.

Microsoft Office Excel, Word or PowerPoint2007 SP2, 32-bit edition with the Microsoft.NET Framework 3.5 SP1

Microsoft Office Excel, Word or PowerPoint2010, 32-bit edition with the Microsoft .NETFramework 3.5 SP1

Microsoft Office Excel, Word or PowerPoint2013, 32-bit edition with the Microsoft .NETFramework 3.5 SP1

OR

Microsoft Office Excel, Word or PowerPoint2010, 64-bit edition with the Microsoft .NETFramework 4.0

Microsoft Office Excel, Word or PowerPoint2013, 64-bit edition with the Microsoft .NETFramework 4.0

Windows Installer 3.1

Microsoft SQL Server OLEDB Provider 2005or 2008

Adobe Flashplayer 10.1 or higher

EPM Add-in + EPM Connector up to version10.0 SP13 Patch 03 supports Dashboard

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Architecture

http://www.amyuni.com/en/developer/pdfconverter/

http://www.amyuni.com/en/developer/pdfconverter/


Designer 4.0

EPM Add-in + EPM Connector from version10.0 SP13 Patch 04 supports DashboardDesigner 4.0 SP05

Caution:Dashboard Design only supports MicrosoftOffice 2007

An ADSL connection or equivalent can im-prove performance

128 Kbps connection or higher dedicated todaily operations

By default, the HTTP flow is compressed

Networkconnec-tion

Caution:In the case of complex configurations, the client computer's performance (available RAM and processorperformance) can have a significant impact on the application's performance.

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Architecture

Installing the EPM Add-in for Microsoft Office

3.1 Installation Prerequisites for EPM Add-in, .Net Framework 3.5 SP1 Version

Before installing the EPM add-in, you must ensure the following:• The user session has administrator rights.• The following redistributable components are already installed:

• Microsoft .NET 3.5 SP1• Microsoft XML parser 6.0 SP1

Additional other ODBO or OleDB provider from the following list may have to be installed to connect toforeign cubes, or to SAP NetWeaver BW cubes:• XMLA provider• Microsoft OLEDB Provider for Analysis Services 10.0• Microsoft OLEDB Provider for Analysis Services 9• SAP BusinessObjects Planning and Consolidation• SAP BW OLEDB Provider• Profitablity and Cost Management Core Components and Connectivity Pack

Depending on the Microsoft Office versions you are using:• If you are using Microsoft Office 2007, you must download and install Microsoft Office 2007 SP2

and install the Office-kb970942-fullfile-x86-glb.exe hotfix from the Microsoft web site.• If you are using Microsoft Office 2003, you must download and install the

office2003-kb907417sfxcab-ENU.exe and ExtensibilityMSM.msi hotfixes from the Microsoft website. (ExtensibilityMSM.msi is delivered with VS2005-KB908002-ENU-x86.exe (KB908002).

Restriction:You can not open “xlsx” files with Microsoft Office Excel 2003 even if the compatibility pack isinstalled.

If you are using the BOE platform (BusinessObjects Enteprise XI 4), you must install the Microsoft WebServices Enhancement 3.0 (WSE 3.0) component, in the following cases:• When opening Microsoft Excel from the BOE• When using local connections and when a value has been entered in the SAP BusinessObjects

Enterprise Server field in the User Options dialog box of the EPM Add-in.

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3.2 Installation Prerequisites for EPM Add-in, .Net Framework 4.0 (Version for LargeVolume Data Sources and for Microsoft Office 64-bit)

If you want to install the EPM Add-in version for Large Volume Data Sources or for Microsoft Office64-bit edition, you must ensure that the following prerequisites are installed, before running the setup:• Microsoft .NET framework 4.0 (for Microsoft Office 32 and 64-bit versions)

http://www.microsoft.com/download/en/details.aspx?id=17851

Caution:If you want to install the EPM Add-in standard version on a Microsoft .NET framework 4.0, you mustfirst ensure that the Microsoft .NET 3.5 SP1 is installed. Otherwise, the application will not functionproperly.

• Microsoft Visual C++ 2010 Redistributable Package (x86) for Microsoft Office 32-bit version)


• Microsoft Visual C++ 2010 Redistributable Package (x64) for Microsoft Office 64-bit version)


• Microsoft XML parser 6.0 SP1

http://www.microsoft.com/en-us/download/details.aspx?id=6276

Additional other ODBO or OleDB provider from the following list may have to be installed to connect toforeign cubes, or to SAP NetWeaver BW cubes:• XMLA provider• Microsoft OLEDB Provider for Analysis Services 10.0• Microsoft OLEDB Provider for Analysis Services 9• SAP BusinessObjects Planning and Consolidation• SAP BW OLEDB Provider• Profitablity and Cost Management Core Components and Connectivity Pack

If you are using Microsoft Office 2007, you must install Microsoft Office 2007 SP2.

If you are using Microsoft OfficeWord 2007, you must download and install the Office-kb970942-fullfile-x86-glb.exe hotfix from the Microsoft web site.

If you are using the BOE platform (BusinessObjects Enteprise XI 4), you must install the Microsoft WebServices Enhancement 3.0 (WSE 3.0) component, in the following cases:• When opening Microsoft Excel from the BOE.• When using local connections and when a value has been entered in the SAP BusinessObjects

Enterprise Server field in the User Options dialog box of the EPM Add-in.

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http://www.microsoft.com/en-us/download/details.aspx?id=6276

Tip:To improve performance when you launch the EPMAdd-in, it is recommended that you run the installationin Administrator mode. You can disregard the command-line window that appears with warningmessages.

3.3 Installing EPM add-in for Microsoft Office in Silent Mode

You can install the EPM add-in in silent mode by entering the following command line:

Caution:\" escaping characters are mandatory when using an argument containing spaces (for example:'C:\Program Files')."EPM Add-in.exe" /S/v"INSTALLDIR=\"[install path]\" SETUPPHASE=Install CT_PROFILE=[application name]CT_LANGUAGES=\"[language]\" /qn"

You must specify the following parameters (between [ ] above):• install path: path to the folder in which you want to install the EPM add-in.• application name: the EPM Solution you require. Enter one of the following applications:

• FINANCE• BPCMS• BPCNW

• language: the default application language. Enter one of the following languages:• Danish• German• English• Spanish• French• Italian• Japanese• Korean• Norwegian• Dutch• Polish• Portuguese• Russian• Swedish• Thai• Chinese (Simplified)• Chinese (traditional)

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Example:"EPM Add-in.exe" /S /v"INSTALLDIR=\"C:\Program files\SAPBOBJ\PC\"SETUPPHASE=Install CT_PROFILE=FINANCE CT_LANGUAGES=\"Chinese (Simplified)\" /qn"

If you want to install the EPM Add-in version for Large Volume Data Sources or for Microsoft Office64-bit edition in silent mode, you can also install the following prerequisites silently:• Microsoft .NET framework 4.0 (for Microsoft Office 32 and 64-bit versions)

(dotNetFx40_Full_x86_x64.exe)


can be silently installed using the /q /norestart option.

• Microsoft Visual C++ 2010 Redistributable Package (x86) http://www.microsoft.com/download/en/details.aspx?id=5555 (vcredist_x86.exe) or Microsoft Visual C++ 2010 Redistributable Package (x64)http://www.microsoft.com/download/en/details.aspx?id=14632 (vcredist_x64.exe) can be silentlyinstalled with the /q option.

To verify that the add-in has been installed, open Microsoft Office Excel, Microsoft Office Word orMicrosoft Office PowerPoint. The EPM tab should appear in the ribbon.

3.4 Installing EPM add-in for Microsoft Office from the BI launch pad

You must perform the following procedure before installing EPM add-in for Microsoft Office from the BILaunch Pad:1. Open the Central Management Console.2. Click Users and Groups.3. Click Manage > User Security.4. Select the user or the group you want to use to install the EPM Add-in for Microsoft Office.5. Select the user or the group and click Assign Security.6. In the Advanced tab, click Add / Remove rights.7. In the rights list, click System > User and enable the following right: Change Preferences.8. Click Save and Close.

At least one of the following applications must be installed on your machine: Microsoft Office Excel,Microsoft Office Word or Microsoft Office PowerPoint.

If you are using the BOE platform (BusinessObjects Enteprise XI 4.0), you can download SAPBusinessObjects EPM solutions, add-in for Microsoft Office from the BI launch pad. Once you arelogged on to the BI launch pad, you can execute the installation from the Preferences area. If the EPMadd-in is not installed and you try to open an existing EPM workbook or to create a new one, a popupappears, indicating that EPM add-in is not installed. When you click OK, another dialog box opens,prompting you to install the application by clicking Install EPM add-in for Microsoft Office.

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Note:To find out more about the SAP BusinessObjects EPM solutions, add-in for Microsoft Office component,see the help and user guide of the EPM Add-in for Microsoft Office.

1. Log in to the BI launch pad.2. In the upper part of the window, click the Preferences link.3. On the Preferences page, in the left pane, expand the Preferences area by clicking the arrow.4. Click EPM Connection Manager.

The following page opens.

5. Click Install the EPM add-in for Microsoft Office.A download dialog box appears.

6. Click Run, then Next.The License agreement dialog box opens.

7. Click I accept the terms in the license agreement and click Next.Once all of the requirements are installed, the Welcome dialog box opens.

8. Specify a User Name and yourOrganization and check the Anyone who uses this computer (allusers) option.

Caution:If you install the EPM Add-in on Windows Vista or Windows 7 and you select the Only for meinstallation option, do not execute Microsoft Office Excel, Microsoft Office Word or Microsoft OfficePowerPoint with the "Run as admin" option enabled; otherwise these applications will not function.

9. Click Next.The following dialog box opens.

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Note:

• The EPM Add-in installed is the same regardless of the solution you select. However, yourselection determines the pre-configuration of the EPM Add-in.

• When opening the EPM add-in, the EPM tab in the ribbon displays only the commands that arerelevant for the application(s) you have specified. You can change the display afterwards byselecting EPM > Options > Command Display Options.

10. Select the EPM Solution you require and click Next.11. Select the application language and click Next.12. Select the Destination folder of the application and click OK.13. Click Install to begin installing the EPM add-in.14. Once the installation is complete, click Finish.


3.5 Prerequisites for Installing EPM Add-in for Microsoft Office from SAPBusinessObjects Planning and Consolidation, version for SAP NetWeaver

Note:The following procedure applies only to SAP BusinessObjects Planning and Consolidation, version forSAP NetWeaver.

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Before installing the EPM add-in for Microsoft Office from SAP BusinessObjects Planning andConsolidation, version for SAP NetWeaver, you must perform the following procedure to upload thesetup files on the NetWeaver server.

Caution:If you do not perform this procedure, the EPM add-in for Microsoft Office setup files will not be availableon the NetWeaver server and will therefore not be executable through the Planning and ConsolidationAdministration.

1. If your version of SAP NetWeaver BW is prior to the SAP_BWRelease 730 SP3, you must implementthe following SAP Notes: 1558149, 1553052, 1578760 and 1547050.

2. Log on to SAP NetWeaver and execute the SE38 transaction.3. In the Program field, enter UJ0_FILE_UPLOAD and click Execute (F8).

The FILE UPLOAD window opens.

4. In the Option and version section, select Force update.5. In the File version field, enter the EPM Add-in version number (for example: 10.0.0.5054).6. Select the Full Installer type.7. In the Upload section, click Browse to select the EPM Add-in.exe file and then click Upload.

The Enter Transport Request dialog box opens.

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8. Click the New icon.The Select Request Type dialog box opens.

9. Select Customizing Request and validate.The Create Request dialog box opens.

10. Enter a short description text and click the Save icon.11. In the Enter Transport Request dialog box, click the Validate icon.12. Once the transport has been created, open the Transport Management System.

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13. In the Import Queue of your system, select the transport you created and click Import.

3.6 Installing EPM Add-in for Microsoft Office from SAP BusinessObjects Planningand Consolidation

The procedure to install EPM Add-in for Microsoft Office from Planning and Consolidation is the samefor both versions of SAP BusinessObjects Planning and Consolidation: version for SAP NetWeaver orMicrosoft.1. Log in to Planning and Consolidation.

2. In the Launch pane of the window, click Install EPM Add-in for Microsoft Office.A download dialog box opens.

3. Click Run then Next.The License agreement dialog box opens.

4. Click I accept the terms in the license agreement and click Next.Once all of the requirements are installed, the Welcome dialog box opens.

5. Specify a User Name and yourOrganization and check the Anyone who uses this computer (allusers) option.


6. Click Next.The following dialog box opens.

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Note:



7. Select the EPM Solution you require and click Next.8. Select the application language and click Next.9. Select the Destination folder of the application and click OK.10. Click Install to begin installing the EPM add-in.11. Once the installation is complete, click Finish.


3.7 Installing EPM add-in for Microsoft Office (standalone)

At least one of the following applications must be installed on your machine: Microsoft Office Excel,Microsoft Office Word or Microsoft Office PowerPoint.

If you are using SAP BusinessObjects EPM solutions, add-in for Microsoft Office with the SAPBusinessObjects Information Platform Services, you can install the add-in directly from the installationfolder.

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Note:To improve performance when you launch the EPMAdd-in, it is recommended that you run the installationin Administrator mode. You can disregard the command-line window that appears with warningmessages.

1. Execute EPM Add-in.exe located in the EPMADDIN installation folder.

Note:If you want to install the EPM Add-in, .Net Framework 4.0 (Version for Large Volume Data Sourcesand for Microsoft Office 64-bit), you must execute the EPM Add-in_NET40.exe file.

2. Click Next.3. Click I accept the terms in the license agreement and click Next.4. Specify a User Name and yourOrganization and check the Anyone who uses this computer (all

users) box.


5. Click Next.6. Specify the application(s) you use.

Note:



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7. Select the application language you require. You can change the language afterwards by selectingEPM > Options > User Options.

8. Click Next.9. Select the folder in which you want to install the application and click Next.10. Click Install to begin installing the EPM add-in.

Note:If you have executed the EPM Add-in_NET40.exe file, a DOS prompt may open during theinstallation, containing error messages. However, this will not affect the installation process.

11. Once the installation is completed, click Finish.


3.8 Configuring the BOE for using the EPM Add-in from the BI launch pad

If you want to publish EPM Add-in work books from the BI launch pad, you need to activate the followingservices from the BOE platform.1. Connect to the Central Management Console.2. In the Organize section, click Servers.3. Expand the Service Categories node.

The following window opens.

4. Select Core Services.5. In the right pane, select the following services:

• InputFileRepository• OutputFileRepository

6. Right-click on them and select Enable Server.

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Installing the EPM Connector

4.1 Components Prerequisites

If you want to use the EPM Connector, you need to install on your local machine the followingcomponents:

• Dashboard Design 4.0• Adobe Flash Player 10.1

The SAP BusinessObjects EPM Connector add-on file is included in the SAP BusinessObjects EPMAdd-in for Microsoft Office setup. The setup installs and copies the EPMConnector.xlx file in theEPMConnector sub-folder of the EPM Add-in installation folder (C:\Program Files\SAPBusinessObjects\EPM Add-In\EPMConnector).

If you want to connect to SAP BusinessObjects Financial Consolidation SSAS cubes, you do not needto install anything, as you connect through the XMLA provider.

If you want to connect to SAP BusinessObjects Financial Consolidation NetWeaver cubes, you needto install the SAP BW OLEDB Provider.

4.2 To install the EPM Connector add-on

You can perform the following procedure once you have installed the appropriate components.1. Open 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.

Note:

• The EPMConnector.xlx file is located in the EPM Connector sub-folder of the EPM Add-ininstallation folder. For example, in C:\Program Files\SAP BusinessObjects\EPMAdd-In\EPMConnector.xlx.

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• If you installed the EPMAdd-in with theOnly for me option, the installation path may be different.For example, C:\Users\<PROFILE>\AppData\Local\Programs\SAPBusinessObjects\EPM Add-In\EPMConnector.

5. Select Open.6. In the Add-On Manager dialog box, select Close.

The Dashboard Design Needs to Restart dialog box opens.

7. Click Exit.8. Re-open Dashboard Design.

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Creating and Configuring Connections

This section explains how you create connections in the EPM Add-in for Microsoft Office. You cancreate three types of connections:• Local connections• Planning and Consolidation connections• SAP BusinessObjects Enterprise connections

Caution:You cannot create two connections with the same name.

5.1 Creating Local Connections

Creating a Local connection enables you to analyze the data of the following OLAP data sources:• SSAS cubes created with SAP BusinessObjects Financial Consolidation, cube designer• SAP NetWeaver BW InfoCubes created with SAP BusinessObjects Financial Consolidation, cube

designer• SAP BusinessObjects Profitability and Cost Management• SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver• SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform• SSAS cubes• SAP NetWeaver Cubes• SAP HANA MDX Provider

5.1.1 Configuration Prerequisites for creating Local Connections

The connections you create are OQY queries, stored in .oqy files on your local disc.

When creating these connections, you must indicate in which folder these files will be stored.1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint.2. Select the EPM tab.3. Click the Log On button.

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The EPM - Logon dialog box opens.

4. Click the browse button next to the Connection area.The Connection Manager opens.

5. Click the Display Local Connections option.6. Click the Local Connection Folder button.

The Local Connection Folder dialog box opens.

7. Make sure that:• the folders listed in this dialog box exist in your Windows Explorer,• you have Write permission on these folders.

Note:If you run Windows Terminal Services or Citrix and you want all users to see connections, you mustput the .oqy files in a folder every user can read, like C:\Program Files (x86)\CommonFiles\ODBC\data source one. Alternatively, you can add another folder.

5.1.2 Creating a Local Connection for Financial Consolidation with SSAS Cubes usingXMLA or OLEDB Providers

1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint.2. Select the EPM tab.3. Select Options > User Options.

The EPM - User Options dialog box opens.

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4. Select the Server Configuration tab.5. In the SAP BusinessObjects Enterprise Server, enter the address of the SAP BusinessObjects

Enterprise platform and click Check Server.

Note:The correct syntax is the following: http://<server_name><port_number>. Youmust not enter/BOE/CMC at the end of the URL.

6. If you have access to a dedicated SAP Portal, enter the address of the SAP Portal and click CheckServer in the SAP Portal area. A message pops up, indicating if the server has responded.

7. Click Options and enter the two parameters (User Name and Password). Make sure thoseparameters are written in the exact same way the SAP Portal parameters are.The SAP Portal credentials can now be used to connect to your local connections.

8. Click OK.9. Then select the EPM tab and click the Log On button.

Note:If a connection is already used on the file, select the EPM tab and then Report Actions > ManageConnections. The Connection Manager opens.


10. Click the browse button next to the Connection area.

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The EPM - Connection Manager opens.

11. Click the Create button.The Create Connection dialog box opens.

12. In the Connection Type list, select the Local option.13. In the Local Connection area, select one of the following providers and click the Connect button.

• Use XMLA to connect to a Microsoft Analysis Source• Microsoft OLEDB Provider for Analysis Services 10.0• Microsoft OLEDB Provider for Analysis Services 9The Create New OLEDB Data Source dialog box opens.

14. In the Application Server area, enter the URL to the datapump.For example: http://pmw2008r2.dhcp.pgdev.sap.corp/datapump/msmdpump.dll.

15. In the XMLA SSAS Authentication Method dropdown list, select the authentication method yourequire (for example, Enterprise BOE Authentication for FC).

16. Click Next.The EPM - Logon dialog box opens.

17. Enter the user name and password for the SAP BusinessObjects Enterprise platform and click Logon.

18. Back in the Create Connection dialog box, select an SSAS cube.

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19. Enter a name for the connection.The name appears in the Connection Manager list of connections.

Note:If the data source for which you are creating or editing the local connection is a large volume datasource, select the Do not Load Members at Connection option.

5.1.3 Creating a Local Connection for Financial Consolidation with NetWeaver BWCubes

1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint.2. Select the EPM tab.3. Click Log On.

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4. Click the browse button next to the Connection area.The EPM - Connection Manager opens.

5. Click Create.The Create Connection dialog box opens.

6. In the Connection Type list, select the Local option.7. In the Local Connection area, select one of the following provider:

• the SAP BW OLEDB Provider.• or the BAPI provider for BW NW if you want to connect to a large volume data source. In that

case, you can click the Use Navigation Attribute option if you want to retrieve navigationattributes from your SAP NetWeaver environment.

The Create New OLEDB Data Source dialog box opens.

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8. Click Connect.9. In the Application Server field, enter the name of the BW server.10. Depending on the provider you selected at step 7, select the appropriate authentication method in

theMDrmSap.2 Authentication Method orBAPI_Generic Authentication Method dropdown list.11. If you selected a BAPI provider, select one of the following authentication method:

• SAP BW Authentication Basic• SAP Enterprise Authentication Basic: use this option if you have access to a dedicated SAP

Portal.

Note:You must enter the address of the SAP Portal in the SAP Portal area of the EPM - User Optionsdialog box.

12. In the System Number field, enter the system number of your SAP NetWeaver server.13. In the Client field, enter your client number.14. In the Language field, enter the language of your BW system.15. Click Next.

The Logon dialog box opens.

16. Enter the user name and password and click Log on.17. In the Create Connection dialog box, select the model you want to use.18. Enter a name for the connection.

The name appears in the Connection Manager list of connections.

19. Click OK.

5.1.4 Creating a Local Connection for Profitability and Cost Management

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When installing the SAP Profitability and Cost Management appplication, you must install the followingcomponents:• Core Components• Connectivity Pack1. ui,2. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint.3. Select the EPM tab.4. Select Options > User Options.

The User Options dialog box opens.

5. In theSAPBusinessObjects Enterprise Server field, enter the address of the SAP BusinessObjectsEnterprise platform and click Check Server.

Note:You must enter the SAP BusinessObjects Enterprise platform server adress only if you want toauthenticate through the BOE platform.

Note:The correct syntax is the following: http://<server_name><port_number>. Do not enter/BOE/CMC at the end of the URL.

A message pops up, indicating if the server has responded.

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6. In the SAP Portal field, enter the address of the SAP Portal and click Check Portal.7. Click Options XXXXXXXXXXXXXXX8. Click OK.9. Select the EPM tab and click the Log On button.

Note:If a connection is already used on the file, select the EPM tab and then Report Actions > ManageConnections and the Connection Manager opens.


10. Click the browse button next to the Connection area.The Connection Manager opens.


12. Select the Local option.13. Select the Profitability and Cost Management provider from the drop-down menu and click

Connect.The Create New OLEDB Data Source dialog box opens.

14. In the Application Server field, enter the name of your Profitability and Cost Management server.15. In the EPMMDX.4 Authentication Method dropdown list, select the appropriate authentication

method.16. Click Next.

The Log on dialog box opens.

17. Enter the user name and password and click Logon.18. Back in the Create Connection dialog box, select the model you want to use.19. Specify a connection name and click OK.

Note:If the data source for which you are creating or editing the local connection is a large volume datasource, select the Do not Load Members at Connection option.

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5.1.5 Creating a Local Connection for Planning and Consolidation for Microsoft

1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint.2. Select the EPM tab.3. Select Options > User Options.

The User Options dialog box opens.

4. In the SAP BusinessObjects Enterprise Server, enter the address of the SAP BusinessObjectsEnterprise platform and click Check Server.

Note:

• You must enter the SAP BusinessObjects Enterprise platform server adress only if you want toauthenticate through the BOE platform.

• The correct syntax is the following: http://<server_name><port_number>. Do not enter/BOE/CMC at the end of the URL.

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A message pops up, indicating if the server has responded.

5. Click OK.6. Then select the EPM tab and click Log On.

Note:If a connection is already used on the file, select the EPM tab and then Report Actions > ManageConnections. The Connection Manager opens.




9. In the Connection Type area, select the Local option.10. In the Local Connection area, select the SAP BusinessObjects Planning and Consolidation

option and click Connect.The Create New OLEDB Data Source dialog box opens.

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11. In the Application Server field, enter the name of the BW server.12. In the BPCMDX.4 Authentication Method dropdown list, select the appropriate authentication

method.13. Click Next.

The following dialog box opens.

14. Select the data source that you require.15. Click Finish.16. In the Create Connection dialog box, select the model you require.

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17. Enter a name for the connection.The name appears in the Connection Manager list of connections.

18. Click OK.

5.1.6 Prerequisites for creating a local connection for Planning and Consolidationversion for SAP NetWeaver

Once the BW cube has been generated and before creating a local connection for Planning andConsolidation, version for SAP NetWeaver, from the EPM Add-in, the following procedure is required.1. Log in to Planning and Consolidation.

2. In the Launch pane of the window, click Planning and Consolidation Administration.

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The Planning and Consolidation Administration opens.

3. In the left pane, select Dimensions and Models > Models.4. Select the model for which you want to create a connection.


5. In the Features Used with the Model section, select the Use as Source of Data for ExternalApplications option.

Note:Selecting this option is creating a virtual provider in the SAP NetWeaver application.

6. Click Save and Close.

Note:The next steps are not mandatory. They are intended only if you want to verify the creation of thevirtual provider in the SAP NetWeaver application.

7. Open the SAP NetWeaver application.8. Execute the RSA1 transaction.

The DataWarehousing Workbench opens.

9. In the left pane, expand the environment and click InfoProvider.10. Under this section, you will find the virtual provider that was created during step 5.

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Note:The virtual provider name is suffixed by the letter B. In this example: Consolidation_B, as the provideritself has no suffix.

11. You can now exit the NetWeaver application.

5.1.7 Creating a Local Connection for Planning and Consolidation version for SAPNetWeaver





6. In the Connection Type area, select the Local option.7. In the Local Connection area, select the SAP BW OLEDB Provider option and click Connect.


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8. In the Application Server field, enter the name of the BW server.9. In the MDrmSAP.2 Authentication Method dropdown list, select the appropriate authentication

method.10. In the System Number field, enter the system number of your SAP NetWeaver server.11. In the Client field, enter your client number.12. In the Language field, enter the language of your BW system.13. Click Next.


14. Enter the user name and password and click Log on.15. Click Next.

The following dialog box opens.

You can see the list of all the virtual providers that have been created on the SAP NetWeaver server.

16. Select the $INFOCUBE data source and click Finish.

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17. In the Create Connection dialog box, select a cube that contains TQ2_.18. Enter a name for the connection.


19. Click OK.

5.1.8 Creating a Local Connection for the SAP HANA Platform

Before creating a local connection for the SAP HANA Platform, you must have installed the MDXProvider for SAP HANA.1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint.2. Select the EPM tab.3. Click Log On.




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6. In the Connection Type list, select the Local option.7. In the Local connection area, select the SAP HANA MDX Provider and click Connect.


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8. In the Application Server field, enter the name of the SAP HANA server.9. In the SAPNewsDBMDXProvider Authentication Method, select the Other Basic method.10. In the System Number field, enter the system number of your SAP HANA server.11. Click Next.


12. Enter the user name and password and click Log on.13. In the Create Connection dialog box, select the model you want to use.14. Enter a name for the connection.


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5.2 Creating Planning and Consolidation Connections

Creating a Planning and Consolidation connection enables you to enter data on the following modelsof:• SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform• SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver

5.2.1 Creating a Planning and Consolidation Connection for the Microsoft Platform

1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint.2. Select the EPM tab.

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3. Click Log On.The EPM - Logon dialog box opens.

4. Click the browse button next to the Connection area.5. Click Create.

The Create Connection dialog box opens.

6. In the Connection Type area, select the Planning and Consolidation option.The EPM - Connection Manager opens.

7. In the Planning and Consolidation Connection area, enter the Planning and Consolidation ServerURL. For example: https://vmw3443:8443/sap/bpc/.

8. From the Type menu, select the Version for the Microsoft platform connection type.9. Click Connect.10. Enter your User Name and Password and click Logon.11. Select a Core Model and a Model.12. Click Generate Connection Name or enter manually a connection name.

5.2.2 Creating a Planning and Consolidation Connection for SAP NetWeaver




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6. In the Connection Type area, select the Planning and Consolidation option.7. In the Planning and Consolidation Connection area, enter the Planning and Consolidation Server

URL. For example: http://ldcie2f.wdf.sap.corp:50015/sap/bpc/.8. From the Type menu, select the Version for SAP NetWeaver connection type.

Note:If you select the Client Certificate option, you can select a certificate (the private key is installedon the client, the public key on the BW server) so you can connect without entering the user nameand password. This is not valid if you connect through a BusinessObjects Enterprise XI platform.

Note:If you use the SAP Portal credentials to create your Planning and Consolidation Connection for SAPNetWeaver connection, the authentication is performed directly at the SAP Portal level and not atthe Planning and Consolidation server level. Beforehand, you must enter the SAP Portal parametersin the Server Configuration tab of the EPM - User Options dialog box.

9. Click Connect.10. Enter your User Name and Password and click Log on.11. Select an Environment and a Model.12. Click Generate Connection Name or manually enter a connection name.

5.3 Creating SAP BusinessObjects Enterprise Connections

Creating an SAP BusinessObjects Enterprise connection enables you to analyze the data of the OLAPdata sources below:

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• SSAS cubes created with SAP BusinessObjects Financial Consolidation, cube designer• SAP NetWeaver BW InfoCubes created with SAP BusinessObjects Financial Consolidation, cube

designer• SAP BusinessObjects Profitability and Cost Management models• SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver• SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform• SSAS Cubes• SAP NetWeaver BW Cubes

To create SAP BusinessObjects Enterprise connections, you must:• Create an EPM Connection in the EPM Connection Manager in the Central Management Console,• Create a BOE connection in the EPM Add-in.

5.3.1 Creating an EPM Connection for Financial Consolidation with SSAS Cubes inthe Central Management Console

• You must install the EPM Connection Manager on the BusinessObjects Enteprise platform beforecreating an EPM connection.

• Install the Web services. To find out more about the installation procedure, see the SAPBusinessObjects Financial Consolidation Installation documentation.

1. Log on to the Central Management Console.2. In the Organize section, click EPM Connections.3. Click New Connection.


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4. Enter a name for the connection.5. In the Source Application field, select the SAP BusinessObjects Financial Consolidation

application.6. In the Provider field, select Microsoft Analysis Services 2005 or Microsoft Analysis Services

2008.7. In the Server address field, enter the URL of the datapump located on the SSAS Server.8. In the Server Name field, enter the name of the SSAS server. If you installed it with a named instance,

do not forget to indicate the name of the instance.9. In the Catalog field, select the SSAS database you are going to use.

Caution:You must select a catalog (an SSAS database) that is only created and used by Cube Designer.

Note:When creating the EPM connection, a message appears "database not found". This is normal asthe database is only created after the first solution is deployed.

10. In theWeb services URL field, enter the URL of the SAP BusinessObjects Financial ConsolidationWeb Services.

11. Click Save.

Once the connection is created, you must define the appropriate security in the Central ManagementConsole.

The user must be granted the following rights:• View right on connections,

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• Publish right, if you want the user to publish workbooks in the BI launch pad.

5.3.2 Creating an EPM Connection for Financial Consolidation with NetWeaver BWCubes in the Central Management Console

• You must install the EPM Connection Manager on the BusinessObjects Enteprise platform beforecreating an EPM connection.

• Install the Web services. To find out more about the installation procedure, see the SAPBusinessObjects Financial Consolidation Installation documentation.

1. Log on to the Central Management Console.2. In the Organize section, click EPM Connections.3. Click New Connection.


4. Enter a name for the connection.5. In the Source Application field, select the SAP BusinessObjects Financial Consolidation

application.

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6. In the Provider field, select ODBO Provider for NetWeaver BW.7. In the Application Server field, enter the URL of the SAP NetWeaver server.8. In the System Number field, enter the system number of your SAP NetWeaver server.9. In the Client field, enter your client number.10. In theWeb services URL field, enter the URL of the SAP BusinessObjects Financial Consolidation

Web Services.11. Click Save.


The user must be granted the following rights:• View right on connections,• Publish right, if you want the user to publish workbooks in the BI launch pad.

5.3.3 Creating an EPM Connection for Profitability and Cost Management in theCentral Management Console

You must install the EPM Connection Manager on the BusinessObjects Enteprise platform beforecreating an EPM connection.1. Log on to the Central Management Console.2. In the Organize section, click EPM Connections.3. Click New Connection.


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4. Enter a name for the connection.5. In the Source Application field, select the SAP BusinessObjects Profitability and Cost

Management application.6. In the Provider field, select ODBO Provider for PCM.7. In the Server address field, enter the URL of the Profitability and Cost Management application

server.8. In the Catalog field, enter EPM.9. Click Save.



5.3.4 Creating an EPM Connection for Planning and Consolidation version for SAPNetWeaver in the Central Management Console


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4. Enter a name for the connection.5. In the Source Application field, select the SAP BusinessObjects Planning and Consolidation

for SAP NetWeaver application.6. In the Provider field, select ODBO Provider for NetWeaver BW.7. In the Server address field, enter the URL of the SAP NetWeaver server.8. In the System Number field, enter the system number of your SAP NetWeaver server.9. In the Client field, enter your client number.10. Click Save.



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5.3.5 Creating an EPM Connection for Planning and Consolidation version forMicrosoft in the Central Management Console



4. Enter a name for the connection.5. In the Source Application field, select the SAP BusinessObjects Planning and Consolidation

for Microsoft application.6. In the Provider field, select ODBO Provider for BPC MS.7. In the Server address field, enter the URL of the Planning and Consolidation application server.8. In the Catalog field, enter the environment you are going to use.9. Click Save.


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5.3.6 Creating an SAP BusinessObjects Enterprise Connection

1. Open the BI launch pad.2. Click the Documents tab.3. Click New > EPM Workbook (or EPM Document or EPM Presentation)

The corresponding Microsoft Office application opens.

4. In the EPM - Logon dialog box, click the browse button next to the Connection area.The EPM - Connection Manager opens.

5. Click Create and in the Connection type area, select SAP BusinessObjects Enterprise.6. Select the EPM Connection you want to use. To find out more about the EPM Connection creation,

see the Creating an EPM Connection in the Central Management Console sections of thisdocumentation.The list of Available Cubes/Models opens.

7. Select the cube or model you want to use.

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8. Enter a Connection Name and click OK.

5.4 Creating the SAP BW (INA Provider) Connection

Caution:You can create a SAP BW (INA Provider) connection only if you installed the EPM Add-in, .NetFramework 4.0 (Version for Large Volume Data Sources and for Microsoft Office 64-bit) (EPMAdd-in_NET40.exe setup file).





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6. In the Connection Type area, select the SAP BW (INA Provider) option.7. In the Custom System area, enter a System Name and a Server Name.8. Select the BASIC Authentication Method.9. Select the protocol you want to use, enter a Port Number and a Client Number.10. Click Generate Connection Name.11. If you work with SAP Business Planning and Consolidation 10.1, version for SAP NetWeaver or

higher, and you want to make the work status feature available, click Connect, then select anEnvironment and a Model.

12. Click OK.

5.5 Creating the SAP HANA (INA Provider) Connection

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Caution:You can create a SAP HANA (INA Provider) connection only if you installed the EPM Add-in, .NetFramework 4.0 (Version for Large Volume Data Sources and for Microsoft Office 64-bit) (EPMAdd-in_NET40.exe setup file).





6. In the Connection Type area, select the SAP HANA (INA Provider) option.7. In the Custom System area, enter a System Name and a Server Name.8. Select the BASIC Authentication Method.9. Select the protocol you want to use and enter a Port Number.

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10. Click Connect.11. Enter the Login and Password to the HANA Server you selected at step 7 and click Log On.12. Click Generate Connection Name or enter the connection name you want to use.13. Click OK.

5.6 User Preferences Configuration

Information about connections and user preferences is stored in different files, which are located in\%userprofile%\AppData\Local\EPMOfficeClient\.

Note:These files are not deleted when upgrading your version with a patch or support package, or installinga new version.

These files are:• Connections.xml: contains the list of all the Planning and Consolidation and SAP BusinessObjects

Enterprise connections.• EPMXLClientPreference.XML: contains the user preferences (options and context values).

Note:By default, the EPMXLClientPreference.xml and Connections.xml files are stored inC:\Users\<user>\AppData\Local\EPMOfficeClient. However, you can now add the key"ConnectionDefinitionInRoamingUserProfiles" in the FPMXLClient.config file and set the key to"true": the EPMXLClientPreference.XML and Connections.xml files will be stored inC:\Users\<user>\AppData\Roaming\EPMOfficeClient

• .oqy files: contain all the local connections you have created in the EPM add-in and are stored inthe Local Connections folder.

Tip:The content of the files can be exported to other machines if you want to deploy the same connectionsand user preferences for several users.

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Configuring the EPM Connector

6.1 To configure the EPM Connector for Microsoft-based Solutions

Dashboard Design is a Flash application and by default, Flash does not allow you to retrieve data fromURLs that are not from the same DNS domain. To find out more, consult the following URL:http://www.senocular.com/pub/adobe/crossdomain/policyfiles.html.

To authorize access to URLs, you need to create crossdomain.xml files and add them to each XMLAprovider.1. Create one file named crossdomain.xml in each XMLA provider folder, with the following content:

• For HTTPS:<?xml version="1.0"?><!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/cross-domain-policy.dtd"><cross-domain-policy><allow-http-request-headers-from domain="*.mydomain.com" headers="*"/><allow-access-from domain="*.mydomain.com" to-ports="443"/></cross-domain-policy>

• For HTTP:<?xml version="1.0"?><!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/cross-domain-policy.dtd"><cross-domain-policy><allow-http-request-headers-from domain="*.mydomain.com" headers="*" secure="false"/><allow-access-from domain="*.mydomain.com" to-ports="80" secure="false"/></cross-domain-policy>

2. Modify the domain parameter depending on the initial domain of the Financial Consolidation orPlanning and Consolidation server or the local machine where the EPM Add-in is installed. Forexample: *.sap.corp.

For example, your environment is composed of the following:• one FC XMLA provider (http://FCserver-domain.com/datapump) or• one PC XMLA provider (http://PCserver-domain.com:[port]/sap/bpc/• all users are in the DNS domain named client-domain.com.

For each XMLA provider, you must create a crossdomain.xml file like the following:

For FC<?xml version="1.0"?><!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/cross-domain-policy.dtd"><cross-domain-policy><allow-http-request-headers-from domain="FCsever-domain.com" headers="*"secure="false"/><allow-access-from domain="FCserver-domain.com" to-ports="80"secure="false"/><allow-http-request-headers-from domain="*.client-domain.com" headers="*"secure="false"/>

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http://www.senocular.com/pub/adobe/crossdomain/policyfiles.html

http://www.senocular.com/pub/adobe/crossdomain/policyfiles.html

http://www.adobe.com/xml/dtds/cross-domain-policy.dtd



<allow-access-from domain="*.client-domain.com" to-ports="80"secure="false"/></cross-domain-policy>

For PC<?xml version="1.0"?><!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/cross-domain-policy.dtd"><cross-domain-policy><allow-http-request-headers-from domain="PC.sever-domain.com" headers="*"secure="false"/><allow-access-from domain="PCserver-domain.com" to-ports="80"secure="false"/><allow-http-request-headers-from domain="*.client-domain.com" headers="*"secure="false"/><allow-access-from domain="*.client-domain.com" to-ports="80"secure="false"/></cross-domain-policy>

6.1.1 Defining HTTP headers of the crossdomain.xml file under Windows 2003

1. Open the IIS server administration console.2. Right-click on the crossdomain.xml file and select Properties3. In the HTTP Headers tab, click Add.4. In the Custom Header Name area, enter X-Permitted-Cross-Domain-Policies.5. In the Custom Header Value area, enter by-content-type.

6. Cick OK.7. Click Add again.8. In the Custom Header Name area, enter Content-Type.9. In the Custom Header Value area, enter x-cross-domain-policy.

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10. Click OK.

6.1.2 Defining HTTP headers of the crossdomain.xml file under Windows 2008

1. Open the IIS Manager.2. Select the site of your XMLA provider and in the right pane, click Content View.

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3. In the Content View list, select the crossdomain.xml file and in the Actions pane, click Switch toFeatures View.

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4. In the Features View, double-click the HTTP Response Header icon.The Add Custom HTTP Response Header dialog box opens.

5. In the Actions pane, click Add.6. In the Name field, enter Content-Type.7. In the Value field, enter x-cross-domain-policy.8. Click OK.9. Click Add again.10. In the Name field, enter X-Permitted-Cross-Domain-Policies.11. In the Value field, enter by-content-type.12. Click OK.

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6.1.3 Alternative configuration

Note:Alternatively, you can also configure the meta-policy in a different way if you create the crossdomain.xmlfile in the web server root folder (wwwroot in IIS). In this case, the file must contain the following:<?xml version="1.0"?><!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/cross-domain-policy.dtd"><cross-domain-policy><site-control permitted-cross-domain-policies=" all "/></cross-domain-policy>

Caution:This configuration could be helpful if you put all the XMLA provider on the same machine. However,note that this configuration will apply to all applications deployed on this server. This method isrecommended only for testing and development environments ; as such, there are less restrictions.

6.2 To configure the EPM Connector for SAP NetWeaver-based Solutions

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Configuring the EPM Connector for SAP NetWeaver-based solutions consists of the following threesteps:• Creating a class• Implementing the interface• Creating the crossdomain service

6.2.1 Creating a Class on the SAP NetWeaver Server

1. Log on to SAP NetWeaver and execute the SE80 transaction to open the ABAP editor.2. Open the Repository Browser.3. Select the Class / Interface repository and enter a class name (in this example:

Z_EPM_CROSSDOMAIN).

A confirmation message opens (Create Object).

4. Click Yes.5. In the Object type dialog box, select the Class type and validate.

The Create Class dialog box opens.

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6. Enter a description and click Save.The Create Object Directory Entry dialog box opens.

7. Select the options corresponding to your environment and click Save.

8. Open the new class you just created; in this example: Z_EPM_CROSSDOMAIN.

6.2.2 Implementing the Interface on the BW Server

1. Open the new class you just created: in this example, Z_EPM_CROSSDOMAIN.2. Select the Interface tab.3. Click Display Change (Ctrl F1) to edit the interface.

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4. In the Method field, enter IF_HTTP_EXTENSION and press [enter] to search for the method.5. Select the Method tab.6. Double-click the IF_HTTP_EXTENSION~HANDLE_REQUEST method to open it.7. Paste into this method the following code lines:

* <SIGNATURE>---------------------------------------------------------------------------------------+* | Instance Public Method Z_EPM_XC_XD->IF_HTTP_EXTENSION~HANDLE_REQUEST* +-------------------------------------------------------------------------------------------------+* | [--->] SERVER TYPE REF TO IF_HTTP_SERVER* +--------------------------------------------------------------------------------------</SIGNATURE>method IF_HTTP_EXTENSION~HANDLE_REQUEST.DATA: l_crossdomain_xml TYPE string,

l_crossdomain_xml_x TYPE xstring,l_string_length TYPE i,lo_conv TYPE REF TO CL_ABAP_CONV_OUT_CE.

server->response->set_header_field(EXPORTINGname = 'X-Permitted-Cross-Domain-Policies' " Name of the header fieldvalue = 'by-content-type' " HTTP header field value

).server->response->set_header_field(EXPORTINGname = 'Content-Type' " Name of the header fieldvalue = 'text/x-cross-domain-policy' " HTTP header field value

).l_crossdomain_xml = '<?xml version="1.0"?>'.CONCATENATE l_crossdomain_xml '<!DOCTYPE cross-domain-policy SYSTEM "http://www.macrome

dia.com/xml/dtds/cross-domain-policy.dtd">' INTO l_crossdomain_xml.CONCATENATE l_crossdomain_xml '<cross-domain-policy>' INTO l_crossdomain_xml.CONCATENATE l_crossdomain_xml '<allow-http-request-headers-from domain="*.mydomain.com" headers="*"

secure="false" />' INTO l_crossdomain_xml.CONCATENATE l_crossdomain_xml '<allow-access-from domain="*.mydomain.com" secure="false"/>' INTO

l_crossdomain_xml.CONCATENATE l_crossdomain_xml '</cross-domain-policy>' INTO l_crossdomain_xml.lo_conv = CL_ABAP_CONV_OUT_CE=>create( ).

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call method lo_conv->convertexportingdata = l_crossdomain_xml

importingbuffer = l_crossdomain_xml_xlen = l_string_length.

server->response->set_data(EXPORTINGdata = l_crossdomain_xml_x " Binary Data * offset = 0 " Offset into binary datalength = l_string_length " Length of binary data

).endmethod.ENDCLASS.

Note:Do not forget to enter the domain name in the "*.mydomain.com" parameter.

8. Save the method.A message appears indicating that the IF_HTTP_EXTENSION~HANDLE_REQUEST method hasbeen saved.

9. Exit and return to the main screen.

6.2.3 Creating the crossdomain Service

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1. In the SAP NetWeaver main screen, execute the SICF transaction.The Maintain Services window opens.

2. In the Hierarchy Type field, enter SERVICE and click Execute (F8).The Create Host/Service window opens.

3. In the Virtual hosts/Services zone, expand the services list under default_host.4. Right-click sap and select New Sub-Element.

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The Create a Service Element opens.

5. In the Name of service Element to Be Created, enter saisir crossdomain and leave the defaultother options.

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Caution:You must enter crossdomain as the service name, otherwise it will not function.

6. Click Validate.The Create/Change Service dialog box opens.

7. In the Description field, enter EPM crossdomain.

8. Select the Handler List tab.9. In the Handler List zone, enter the class name you created in the first step of this procedure; in this

example: Z_EPM_CROSSDOMAIN. (see Creating a Class on the SAP NetWeaver Server)

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10. Click Save and exit.The Create Object Directory Entry dialog box opens.

11. Click Local Object.12. Back in the Create / Change a Service dialog box, click Save.13. Click Back (F3) to go back to the Maintain Service window.

You can see that the crossdomain service has been created but not yet activated.

14. Right-click crossdomain and click Activate Service.A confirmation message opens.

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15. Click Yes.The crossdomain service is now activated.

16. To restart the service, right-click Deactivate Virtual Host and then Activate Virtual Host.17. If you want to test that the service has been correctly created, open a browser and enter the following

URL:http://<your_netweaver_server.domain.corp:<port_number>/sap/crossdomain.The following XML file opens:<?xml version="1.0"?><!DOCTYPE cross-domain-policy SYSTEM "http://www.macromedia.com/xml/dtds/cross-domain-policy.dtd"><cross-domain-policy><allow-http-request-headers-from domain="*.mydomain.com" headers="*" secure="false" /><allow-access-from domain="*.mydomain.com" secure="false"/></cross-domain-policy>

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Deploying the Same Options for Several Users

If you want to deploy the same options for several users, you can export the content of theEPMXLClientPreference.xml to several machines.

The table below lists the options contained in the EPMXLClientPreference.xml file and the correspondingoptions in the user interface:• The user options that are in Options > User Options.• The sheet options that are saved as default options when clicking Save as Default in Options >

Sheet Options.• The command display options that are in Options > Command Display Options.

Note:Some options are no longer used and are noted as "deprecated".

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whereon the interfacein .xml

(no equivalent option in the EPMadd-in interface)Restriction:

This option applies to BPCNetWeaver connections only

ActivateMemberSetMode

Values: True or False (False isthe default value)

When set to True, and providedthat the server recognizes therelationship, the server performsthe member expansion, not theclient. If the server does not rec-ognize the relationship (for exam-ple, the Offset relationship), theclient performs the expansion.

Setting this option to True im-proves performance.

Caution:We recommend not to set thisoption to True before you installPlanning and Consolidation forNetWeaver 10.0 Support Pack-age 10.

(no equivalent option in the EPMadd-in interface)

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Restriction:This option applies to BPCNetWeaver connections only

ActivateMemberSetModeFor-BaseLevel

Values: True or False (False isthe default value)

When set to True, and when theBase Level relationship is used,the server performs the expan-sion of the base level members,not the client.

Setting this option to True im-proves performance.

Caution:We recommend not to set thisoption to True before you installPlanning and Consolidation forNetWeaver 10.0 Support Pack-age 10.

User Options > NavigationRefresh Charts AutomaticallyAlwaysAutoUpdateCharts

Values: True or False

Sheet Options > FormattingAuto Fit Column WidthAutoFitColumns


(deprecated)AutoFitRefresh (deprecated)

User Options > NavigationAutomatic Refresh on ContextChanges

AutomaticRefresh


User Options > OthersNotify me when updates areavailable

AutoUpdateWarning


User Options >Server Configu-ration

SAP BusinessObjects Enter-prise Server

BOEServer

Values: server

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User Options > NavigationClearMetadataCache Frequen-cy data entry field

CacheValidityDuration

Values: integer

Default value: 0

Enter a number to specify thenumber of days

Sheet Options > RefreshCalculate Parents in Hierar-chies

CalculateParentsInHierarchy


Sheet Options > RefreshClear Data in the Whole Filewhen Saving it

ClearDataOnSave


Sheet Options > FormattingClear Report Format beforeApplying Dynamic Formatting

ClearFormattingBeforeApplyDyn-Formatting


(deprecated)ColumnAxisTotalsRefresh (dep-recated)

Sheet Options > GeneralCustom ExpandCustomExpand/Apply


Sheet Options > GeneralButton Define Custom Expand• Down to Level• From Level to Level• Only Level• Only Base Level

CustomExpand/ExpansionType

Values:• UntilLevel• LevelsRange• OneLevel• BaseLevel

Sheet Options > GeneralInclude MemberCustomExpand/IncludeMember


User Options > OthersData Link Symbol Color buttonDataLinkColor

Values: integer

Default value: 0

Use ARGB color values

(deprecated)DeactivateSumbitAndRefresh(deprecated)


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User Options > OthersEmpty CommentDefaultForEmptyComment

Values: string

Default Value: ...

Enter the characters that youwant to be saved for empty com-ments.

(deprecated)DefaultLocalMemberRecogni-tionOn (deprecated)

(deprecated)DefaultMemberRecognitionOn(deprecated)

(deprecated)DefaultNotAnEPMSheet (depre-cated)

EPM tabDefer Layout UpdateDeferLayoutUpdate


Sheet Options > GeneralShow asMicrosoft Excel Com-ments

DisplayCommentsUsingExcel


User Options > OthersLoad EV FunctionsDisplayDeprecatedFunctions


User Options > FormattingDisplay Name optionsDisplayName

Values:• to display the member cap-

tions, enter SoDnCaption• to display the member cap-

tions, enter SoDnFullUniqueName

(deprecated)DisplayUnrecognizedMembers(deprecated)

User Options > NavigationWarn if Connection or Environ-ment in the Connection is notStored

DoNotStoreModelWarning


User Options > NavigationEnable Double-ClickDoubleClick


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Sheet Options > General >Columns

Remove Empty and Zero Val-ues

EliminateEmptyAndZeroColumns


Sheet Options > General >Rows

Remove Empty and Zero Val-ues

EliminateEmptyAndZeroRows



Remove EmptyEliminateEmptyColumns



Remove EmptyRemove EmptyEliminateEmptyRows


Sheet Options > FormattingEmpty Cell Default ValueEmptyValueReplacement

Values: integer or string

You can also leave a blank. Thecells that have no data will be leftblank.

User Options > NavigationExpand/Collapse on SingleMember

ExpandCollapse


Sheet Options > GeneralExpand OptionsExpandToLowerLevel

Values:• To expand Member and Chil-

dren, enter SoZiMemberChildren.

• To expand Children, enterSoZiChildren.

• To expand Member and De-scendants, enter SoZiMemberDescendants.

• To expand Descendants, en-ter SoZiDescendants.

Sheet Options > RefreshApply only Report Editor Defi-nition for Faster Refresh

ForceBasicWrite


User Options > OthersForce Symmetric Refresh forLarge Asymmetric Axis

ForceSymetricQueryWhenNeces-sary


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Hide Empty and Zero ValuesHideEmptyAndZeroColumns



Hide Empty and Zero ValuesHideEmptyAndZeroRows



Hide EmptyHideEmptyColumns



Hide EmptyHideEmptyRows



HideGhostConnect


HideLinks

User Options > OthersDisplay Matrix Security Warn-ing

Caution:

• When set to True, the optionis unchecked.

• When set to False, the optionis checked.

HideMatrixSecurityWarning


User Options > OthersDisplayWarningwhenProcessTakes Time

Caution:



HideRefreshWarning


User Options > OthersDisplay Warning when SavingData or Comment

Caution:



HideSubmitWarning


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Sheet Options > FormattingApply Dynamic FormattingIntelligentFormatting


Sheet Options > FormattingDefault Formatting SheetIntelligentFormattingSheet

Values: name of the worksheet

Default value: EPMFormatting-Sheet

Sheet Options > GeneralEPM Worksheet

Caution:



IsNotAnEPMSheet


User Options > NavigationKeep/Exclude on Single Mem-ber

KeepEliminate


Sheet Options > GeneralKeep Formula on DataKeepFormulaAfterRefresh


User Options > OthersApplication LanguageLanguageEdition

Values: ISO 639-1 languagecodes

For example, en stands for En-glish

User Options > NavigationData LanguageLanguageIsoCode

Values: ISO 639-1 languagecodes

For example, en stands for En-glish

User Options > OthersWorkbook Location optionsLinkIsLocal


Sheet Options > GeneralActivate Local Member Recog-nition

LocalAndCustomMemberRecog-nition


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Sheet Options > GeneralUse Position in AxisLocalMemberAsCellPosition


(deprecated)MeasureDisplayFormat (deprecat-ed)

User Options > NavigationMember Link Symbol Colorbutton

MemberLinkColor

Values: integer

Default value: 0

Use ARGB color values

User Options > NavigationMembers Displayed on NodeExpansion in Member Selector

MemberSelectorPagingSize

Values: integer

Default value: 1000

Enter the maximum number ofmembers to displaywhen expand-ing a node in the member selec-tor

Sheet Options > FormattingMember not Found DefaultValue

NoMatchInMasterAxisValueRe-placement

Values: text

Default value: #NOMEMBER-FOUND

Enter the text to be displayed inthe cells when a member is notfound for the following reason.

only in Microsoft PowerPoint andWord:Presentation Options >Formatting and Document Op-tions > Formatting

Number FormatNumberFormat

Values: number

Default value: 0.##

Sheet Options > GeneralActivate Member RecognitionOnTheFlyMemberRecognition


Sheet Options > FormattingSet Default Value in Empty CellOverrideEmptyValue


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Sheet Options > FormattingSet Default Value when Mem-ber not Found in Shared Axis

OverrideNoMatchInMasterAxis-Value


User Options > Otherscells entry areaOversizeQueryLimit

Values: integer

Default value: 0

User Options > NavigationFreeze Data RefreshPauseRefresh


Sheet Options > RefreshRefresh Data in the Whole Filewhen Opening it

RefreshOnOpen


User Options > OthersRefresh only Data on "Save &Refresh Data"

RefreshOnlyDataAfterSubmit


User Options > NavigationRefresh only Expanded andInserted Members

RefreshOnlyExpandedMembers


User Options > OthersRemove EPM Worksheets Be-fore Generation

RemoveWorksheetBeforeGener-ation


(deprecated)ReportLinkColor (deprecated)

Sheet Options > RefreshRestore Dynamic Selection onRefresh after Navigation

RestoreDynamicOnRefresh (inthe <DefaultSheetOptions> sec-tion)


Sheet Options > FormattingRepeat Columns HeadersRepeatColumnHeaders


Sheet Options > FormattingRepeat Row HeadersRepeatRowHeaders


RestoreDynamicOnRefresh (notin the <DefaultSheetOptions>section: deprecated)

(deprecated)RowAxisTotalRefresh

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Sheet Options > FormattingRowHeader Indentation optionsRowHeaderIndentation

Values:• To indent children, enter

SoRhiChildren• To indent parents, enter

SoRhiParents• To specify no indentation, en-

ter SoRhiNone

(do not use)SheetLocked (do not use)

(do not use)SheetPwd (do not use)

(do not use)SheetProtectionOptions (do notuse)

Sheet Options > RefreshShow Source Data in Com-ments

ShowDataComments


User Options > OthersDisplay EPM Context BarShowCurrentViewPane


User Options > OthersDisplay Context inside EPMPane

ShowCurrentViewVertical


User Options > OthersDisplay Local ConnectionsShowLocalConnections


User Options > OthersDisplay EPM PaneShowReportEditionPane


User Options > NavigationWarn if Rows and Columns ofUnrecognizedMembersWill beKept

ShowUnrecognizedMemberWarn-ing



Server AddressSmtpConfiguration/Address


Authentication TypeSmtpConfiguration/Authentication-Type

Values:• enter 0 for Anonymous• enter 1 for Basic• enter 2 for NTLM

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Enable SSLSmtpConfiguration/EnableSsl



Server PortSmtpConfiguration/Port


User NameSmtpConfiguration/User


TopMostDialog


If you enter True, any EPM add-in dialog box will be displayed ontop of any other application win-dow.

Sheet Options > General > To-tals Placement

Left and RightTotalsAtTheLeft


Sheet Options > General > To-tals Placement

Top and BottomTotalsAtTheTop


User Options > OthersUnauthorized Cell TextUnauthorizedCellsText

Values: text

Enter the text to display in cellscontaining data that you are notauthorized to view.

Default value: #Unauthorized

User Options > NavigationKeep Rows and Columns ofUnrecognized Members

UnrecognizedMemberManage-ment


Sheet Options > GeneralUse as Input FormUseAsInputForm


User Options > NavigationClearMetadataCache Frequen-cy

UseCacheValidityDuration


User Options > OthersData Link Symbol ColorUseCustomDataLinkColor


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User Options > OthersMember Link Symbol ColorUseCustomMemberLinkColor


(deprecated)UseCustomReportLinkColor(deprecated)

User Options > OthersUse EPMMemberID in EPMFormulas

UseEPMMemberIDInEVFomulas


User Options > NavigationActivate Metadata CacheUseMetaDataCache


Command Display Options >Collaboration Group

All ButtonsVisibilityCollaborationAll


Command Display Options >Data Analysis Group

All ButtonsVisibilityDataAnalysisAll


Command Display Options >Data Manager Group

All ButtonsVisibilityDataManager


Command Display Options >Reports Group

Open/SaveVisibilityReportAndAnalysisOpen-Save


Command Display Options >Data Input Group

All ButtonsVisibilitySubmitDataAll


Command Display Options >Tools Group

Custom MembersVisibilityToolsCustomMembers



Offline ModeVisibilityToolsOffLineMode



Quick LinksVisibilityToolsQuickLinks


Command Display Options >Undo Group

All ButtonsVisibilityUndo


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Sheet Options > RefreshShow Unauthorized Cell TextVisualizeUnauthorizedCells


User Options > NavigationWarn if Navigation Will BreakDynamic Selection

WarmDynamicRefresh


User Options > OthersWarn if Report ExceedsWarnIfQueryIsTooBig


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EPM Add-in for Microsoft Office Technical LogConfiguration

You configure the EPM Add-in technical log in the following files:• FPMXLClient.dll-ExcelLogConfig.xml for Microsoft Excel• FPMXLClient.dll-PowerPointLogConfig.xml for Microsoft PowerPoint• FPMXLClient.dll-WordLogConfig.xml for Microsoft Word

The log categories are listed below:

ExplainationLog Category

Default for the entry point of the productFPMXLClient.AnalyzerOne

"Regular" EPMAddIn automation operationsFPMXLClient.AnalyzerOne.Automation

DataManager EPMAddIn automation operationsFPMXLClient.AnalyzerOne.EPMExcelClient-DMAutomation

EPMAddIn automation operations displaying a UIFPMXLClient.AnalyzerOne.EPMExcelClien-tUIMacro

EPMAddIn Excel function operationsFPMXLClient.AnalyzerOne.EVFunctions

Excel event handling operationsFPMXLClient.AnalyzerOne.ExcelEvents

EPMAddIn AutoUpdate operationsFPMXLClient.AutoUpdate

BOE communication operationsFPMXLClient.BOEIntegration

BPC Publication operationsFPMXLClient.Books

Communication with BPC MS/NW default categoryFPMXLClient.BPCProxy

Communication with BPCMS/NWDatamanager opera-tions

FPMXLClient.BPCProxy.Datamanager

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EPM Add-in for Microsoft Office Technical Log Configuration


Communication with BPC MS/NW Dataservice opera-tions

FPMXLClient.BPCProxy.Dataservice

Communication with BPCMS/NWDrillthrough operationsFPMXLClient.BPCProxy.Drillthrough

Communication with BPC MS/NW Dynamic hierarchyoperations

FPMXLClient.BPCProxy.DynamicHierarchy

Communication with BPC MS/NW Filter operationsFPMXLClient.BPCProxy.Filters

Communication with BPC MS/NWMetadata operationsFPMXLClient.BPCProxy.Metadata

Communication with BPC MS/NW Session operationsFPMXLClient.BPCProxy.Session

Communication with BPC MS/NW User operationsFPMXLClient.BPCProxy.User

Communication with BPCMS/NWWorkstatus operationsFPMXLClient.BPCProxy.Workstatus

BPF related operationsFPMXLClient.BPF

Connection mecanism common operationsFPMXLClient.Connection

Connection mecanism ADO.NET specific operationsFPMXLClient.Connection.ADONET_ODBO-Connection

Connection mecanism BPC10 operationsFPMXLClient.Connection.BPC10Connection

Connection mecanism ODBO operationsFPMXLClient.Connection.ODBOConnection

Connection mecanism XMLA operationsFPMXLClient.Connection.XMLAConnection

Document data handling operationsFPMXLClient.Datamanagement

BPC DataManager operationsFPMXLClient.DataManager

BPC DataManager Transformation/Conversion files op-erations

FPMXLClient.DataManager.Transformation-File

Charts related operationsFPMXLClient.DynamicCharts.ChartObject

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EVDRE default categoryFPMXLClient.EVDRE

EVDRE formatting related operationsFPMXLClient.EVDRE.Formatting

EVDRE suppress related operationsFPMXLClient.EVDRE.Suppress

Document / File management operationsFPMXLClient.FilesManagement

Flash related operationsFPMXLClient.Flash

Logon related operationsFPMXLClient.Logon

Migration default categoryFPMXLClient.Migration

Preference default categoryFPMXLClient.Persistence

Cache related operationFPMXLClient.Persistence.MetaDataPersis-tenceManager

Report management related operation default categoryFPMXLClient.ReportManagement

REST connection related operationsFPMXLClient.REST

Utilies EPM AddIn Office Ribbon related operationFPMXLClient.Ribbon

UI default categoryFPMXLClient.UILayer

UI DM related operationsFPMXLClient.UILayer.DataManager

Performance default categoryPerformance

2013-12-0697


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EPM Add-in Report Size Limitations

The following Report Size Limitations apply to the EPM Add-in:

• The maximummemory that can be allocated to the Microsoft Excel application is 1.2 GB. This meansthat the EPM Add-in report size is limited to:• 200,000 rows and two million cells,• For 32-bit operating systems, 2 million members for each data source: this amount of 2 million

= sum (for each dimension, number of dimension members * number of hierarchies).• When importing data with the data manager, you cannot import more than 30,000 members at the

same time.• An amount coming from BPC NetWeaver can have a maximum of 13 digits before the comma and

seven digits after.• You cannot have more than 20 EPM Add-in reports in a single Excel sheet.• Cell-based formula parameters cannot exceed 255 characters (this is a Microsoft Excel limitation).• In the Insert Member dialog box, the option at Selected Cell is not supported in a report axis

containing more than 150000 rows.• Performing a multi-selection when the Page-axis option is enabled increases the refresh time of the

EPM Add-in, especially for large reports (since this calculation is performed on the client side andnot on the server side.)

• Regarding asymmetric reports:• The number of dimension members in an axis before applying a remove empty or zero values

option cannot exceed 150,000 rows or columns.• When the Force Symmetric Refresh for Large Asymmetric Axis option is enabled, the number

of members in each nested dimension in a report axis, when multiplied by themselves and beforeapplying the remove empty or zero values option, cannot exceed 9,223,372,036,854,775,807.

2013-12-0699


2013-12-06100


Disabling EPM Add-in for Faster Microsoft OfficeApplications Load Time

You can disable the EPM Add-in for Microsoft Office so that the Microsoft Office applications Excel,Word or PowerPoint open faster.

This procedure contains two main steps:• Create a .bat file to remove two registry keys that are created by default by the setup.• Use the UnloadEPMAddin.reg or the LoadEPMAddin.reg files, depending on whether you want

to disable or enable the EPM Add-in.

Below is the detailed procedure:1. Close all Microsoft Office applications that might be open: Microsoft Excel, Word PowerPoint and

Outlook.2. Create and execute the following .bat file:

echo offREM All Usersset var=for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Microsoft\Office\Excel\AddIns\FPMXLClient.Connect"/v Description') do set var=%%iif not "%var%"=="" REG DELETE HKLM\SOFTWARE\Microsoft\Office\Excel\AddIns\FPMXLClient.Connect /fset var=for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Microsoft\Office\Word\AddIns\FPMXLClient.Connect" /vDescription') do set var=%%iif not "%var%"=="" REG DELETE HKLM\SOFTWARE\Microsoft\Office\Word\AddIns\FPMXLClient.Connect /fset var=for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Microsoft\Office\PowerPoint\AddIns\FPMXLClient.Connect"/v Description') do set var=%%iif not "%var%"=="" REG DELETE HKLM\SOFTWARE\Microsoft\Office\PowerPoint\AddIns\FPMXLClient.Connect /fset var=for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\Excel\AddIns\FPMXLClient.Connect" /v Description') do set var=%%iif not "%var%"=="" REG DELETE HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\Excel\AddIns\FPMXLClient.Connect/fset var=for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\Word\AddIns\FPMXLClient.Connect" /v Description') do set var=%%iif not "%var%"=="" REG DELETE HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\Word\AddIns\FPMXLClient.Connect/fset var=for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\PowerPoint\AddIns\FPMXLClient.Connect" /v Description') do set var=%%iif not "%var%"=="" REG DELETE HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\PowerPoint\AddIns\FPMXLClient.Connect /f

Note:These keys allow you to execute the EPM Add-in for Microsoft Office for all users on this machine.Once the keys are deleted, the EPM Add-in can no longer be executed on this machine.

3. To enable the EPM Add-in, execute the LoadEPMAddin.reg file.The EPM tab in the Excel, Word or PowerPoint application becomes available for the current useronly.

2013-12-06101

Disabling EPM Add-in for Faster Microsoft Office Applications Load Time

4. To disable the EPM Add-in, execute the UnLoadEPMAddin.reg file.This file is located in the EPM Add-in installation directory. For example, in C:\Program Files(x86)\SAP BusinessObjects\EPM Add-In.The EPM tab is no longer available for the current user only in the Microsoft Excel, Word orPowerPoint ribbon.

2013-12-06102

Disabling EPM Add-in for Faster Microsoft Office Applications Load Time

Troubleshooting

EPM Add-in installation fails to detect the Microsoft Office 2007 SP2 version and quitsMicrosoft Office 2007 is only supported starting with SP2. However, the EPM Add-in setup may notdetect the SP2 version, and will quit, even if SP2 is installed.

In this case, you must do the following:

• For a 64-bit version of Microsoft Office:1. Before installing EPM Add-in, go to

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\12.0\Registration\{90120000-0011-0000-0000-0000000FF1CE}2. Create a string value named SPLevel.3. Set the value to SP2.4. Remove the key after the EPM Add-in installation.

• For a 32-bit version of Microsoft Office:1. Before installing EPM Add-in, go to

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\12.0\Registration\{90120000-0011-0000-0000-0000000FF1CE}2. Create a string value named SPLevel.3. Set the value to SP2.4. Remove the key after the EPM Add-in installation.

EPM Add-in fails to uninstallIf your computer software security policy does not allow you to remove programs from the MicrosoftWindows Control Panel, you cannot uninstall the EPM add-in using the Control Panel. The followingmessage is displayed when trying to uninstall the EPM add-in: "The system administrator has set policiesto prevent this installation".

In order to uninstall the EPM add-in, the system administrator must set the computer software securitypolicy accordingly.

Otherwise, you must do the following:1. Run a windows command using "Run as administrator".2. Enter the following command line: msiexec.exe /x {2C342070-8569-41F7-9DB4-6FF7D63AACA2}

2013-12-06103

Troubleshooting

2013-12-06104

Troubleshooting

More Information

LocationInformation Resource

http://www.sap.comSAPBusinessObjects product infor-mation

Navigate to http://help.sap.com/businessobjects and on the "SAP Busi-nessObjects Overview" side panel click All Products.

You can access the most up-to-date documentation covering all SAPBusinessObjects 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 notavailable from the SAP Help Portal. These guides are listed on the HelpPortal accompanied by a link to the SAP Service Marketplace. Customerswith a maintenance agreement have an authorized user ID to accessthis site. To obtain an ID, contact your customer support representative.

SAP Help Portal

http://service.sap.com/bosap-support > Documentation• Installation guides: https://service.sap.com/bosap-instguides• Release notes: http://service.sap.com/releasenotes

The SAP Service Marketplace stores certain installation guides, upgradeand migration guides, deployment guides, release notes and SupportedPlatforms documents. Customers with a maintenance agreement havean authorized user ID to access this site. Contact your customer supportrepresentative to obtain an ID. If you are redirected to the SAP ServiceMarketplace from the SAP Help Portal, use the menu in the navigationpane on the left to locate the category containing the documentation youwant to access.

SAP Service Marketplace

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

Docupedia provides additional documentation resources, a collaborativeauthoring environment, and an interactive feedback channel.

Docupedia

https://boc.sdn.sap.com/

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

2013-12-06105

More Information

http://www.sap.com

http://help.sap.com/businessobjects

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

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

http://service.sap.com/releasenotes

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

https://boc.sdn.sap.com/

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

LocationInformation Resource

https://www.sdn.sap.com/irj/boc/businessobjects-articles

These articles were formerly known as technical papers.SAP BusinessObjects articles onthe SAP Community Network

https://service.sap.com/notes

These notes were formerly known as Knowledge Base articles.Notes

https://www.sdn.sap.com/irj/scn/forumsForums on the SAP CommunityNetwork

http://www.sap.com/services/education

From traditional classroom learning to targeted e-learning seminars, wecan offer a training package to suit your learning needs and preferredlearning style.

Training


The SAP Support Portal contains information about Customer Supportprograms and services. It also has links to a wide range of technical in-formation and downloads. Customers with a maintenance agreementhave an authorized user ID to access this site. To obtain an ID, contactyour customer support representative.

Online customer support

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

Consultants can accompany you from the initial analysis stage to thedelivery of your deployment project. Expertise is available in topics suchas relational and multidimensional databases, connectivity, databasedesign tools, and customized embedding technology.

Consulting

2013-12-06106

More Information

https://www.sdn.sap.com/irj/boc/businessobjects-articles

https://service.sap.com/notes

https://www.sdn.sap.com/irj/scn/forums

http://www.sap.com/services/education


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