81
© 2012 Wellesley Information Services. All rights reserved. Tips and Tricks for Deploying BI Web Services Within Your Web Intelligence Environment Chris Greer EV Technologies

Tips and Tricks for Deploying BI Web Services Within Your Web Intelligence Environment67.222.27.119/wp-content/uploads/2012/10/BOBJ2012_… ·  · 2012-10-25Services Within Your

  • Upload
    doannhi

  • View
    214

  • Download
    2

Embed Size (px)

Citation preview

© 2012 Wellesley Information Services. All rights reserved.

Tips and Tricks for Deploying BI Web Services Within Your Web Intelligence Environment

Chris Greer EV Technologies

1

In This Session …

•  Demonstrate creating Web Services with Business Objects s  BI Web Service

�  How to create �  Advanced techniques

•  Introduction to SAP BusinessObjects 4.0 s  Navigation s  Scheduling basics

•  SAP BusinessObjects Dashboards (formerly Xcelsius®) s  Using Web Services as connections s  Relative URLs

2

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

3

Defining Web Service

•  Wikipedia definition (http://en.wikipedia.org/wiki/Web_service) s  The W3C defines a “Web service” as “a software system designed to

support interoperable machine-to-machine interaction over a network.” It has an interface described in a machine-processable format (specifically Web Services Description Language, known by the acronym WSDL). Other systems interact with the Web service in a manner prescribed by its description using SOAP messages, typically conveyed using HTTP with an XML serialization in conjunction with other Web-related standards.

My Web Service Definition

•  Web Services allow companies to leverage XML and other industry standards to share data s  Allows you to leverage vendor products (i.e., Business Objects)

for creating and consuming Web Services s  Industry standard interface for transmitting data between

systems internally or to external business partners s  Not for every situation

�  Security concerns �  Performance (XML tags)

4

5

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

6

SAP BusinessObjects BI 4.0 Log On

Notice the new URL with SAP BusinessObjects BI 4.0

7

SAP BusinessObjects BI 4.0 Launch Pad

The New Default Home Page

8

SAP BusinessObjects BI 4.0 Documents

Change to the Documents tab

9

SAP BusinessObjects BI 4.0 Applications

Use the Application dropdown to create a new Web Intelligence document instead of the New dropdown

10

SAP BusinessObjects BI 4.0 — Web Intelligence (WebI)

Now that you have the Web Intelligence application open you can create a new document

11

SAP BusinessObjects BI 4.0 — WebI Data Source

Any data source should work but we will use a universe

12

SAP BusinessObjects BI 4.0 — WebI Universe Selection

Select a Universe

13

SAP BusinessObjects BI 4.0 — Web Intelligence Query Panel

Build the results and filters using universe objects

14

SAP BusinessObjects BI 4.0 — Web Intelligence Report

Now we can review the resulting report

15

SAP BusinessObjects BI 4.0 Demo

16

SAP BusinessObjects BI 4.0 Summary

•  The same but different from XI 3.1 InfoView s  New landing page when you first log in s  Introduces Applications separate from the navigation

�  This makes creating a new Web Intelligence document different than the way it was in XI 3.x InfoView

s  Web Intelligence now uses Ribbons to organize features �  More intuitive for new users �  For XI 3.1 users, all the functionality is still there, but some

of it is hard to find at first s  Better access to SAP data sources

17

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

18

Business Objects Web Service History

•  BI Web Service s  Introduce in XI 3.1 SP2

�  Now you build a Web Service against any block inside a Web Intelligence report

�  Only available with the Web Intelligence Rich Client s  SAP BusinessObjects BI 4.0

�  Still available in Rich Client, but no longer required

19

Publish the BI Web Server

Right-click the edge of the report block

20

BI Web Service Error?

Error caused by not saving the report before trying to publish the Web Service

21

SAP BusinessObjects BI 4.0 — Save the Web Intelligence Report

Save the Web Intelligence report, remember that the dashboard user will need to have access to the location were the BI Web Service-based Web Intelligence report is saved

22

BI Web Service Wizard

Now that the report is saved, this time when we select publish as a Web Service the wizard opens

23

BI Web Service Duplicate Check

The wizard will perform a duplicate content check

24

BI Web Service Publish Content

From here we can set the filters and manage the host

25

BI Web Service Default Filters

By default all objects that are included in the report block will be included as filters

26

BI Web Service Select Filters

We will need to update the selection to only include the filters we want

27

BI Web Service Hosts

You can set up a host name in case you want to use something besides the default. You might want to do this if you have a URL alias.

28

BI Web Service (BIWS) Folders

Web Services have their own folder structure, which is shared between BIWS and QaaWS

29

BI Web Service Naming

Now we need to name our BI Web Service

30

BI Web Service Is Successfully Created

Once we get the successfully created message we are done

31

SAP BusinessObjects BI 4.0 — Web Intelligence Web Services

Now we can see our Web Service in the Web Service Publisher

Notice the WSDL URL, you will need this later

32

BIWS Basics Demo

33

BI Web Services Basics Summary

•  SAP BusinessObjects BI 4.0 — Web Intelligence BI Web Services s  No longer required to use the Rich Client like you had to with

Web Intelligence XI 3.1 s  Web Services are tied to a report block not the whole tab

or document s  You have to save the document before you can create a BI Web

Service against it s  You can manage your Web Service through the Web Service

Publisher within Web intelligence �  This is also a place where you can get the WSDL URL

34

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

35

Adding Columns

Unlike QaaWS you can add columns that are not defined in the universe to your Web Intelligence report block

36

Creating Formulas

You can also add formulas and variables to your report blocks

All Web Intelligence functions are supported

37

User — Full Name

Here we can see a simple formula added to a new column in the report block

38

Vertical Table

Here we have a vertical table block that would be better represented in a cross tab

39

Turn Into Wizard

We can use the Turn Into wizard to convert the vertical table into a cross table

40

Cross-Tab Table

The updated report cross table report block is much easier to interpret and formatted in the way we need for display in the dashboard we are going to build

41

Calculated Headers

In a different report block, we add an extra row to the header so we can include some calculations

42

BIWS Advanced Demo

43

BI Web Services Advanced Summary

•  You can add extra columns to a report block •  You can build complex formulas and variables for use in your

report block •  You can convert your published block to a cross tab •  You can leverage the header and footer of your report block in

your BIWS s  There is a bug with footers in SAP BusinessObjects 4.0 s  Footers work fine with XI 3.1

BI Web Services Advanced Summary (cont.)

•  You can leverage existing reports to build BI Web Services, but I recommend creating a separate report for each Web Service you create s  Prevents BIWS changes from impacting your existing report s  Prevents changes to the report from impacting your BIWS s  Makes it easier to organize and maintain your BIWS s  Purge data from the report to make it smaller

•  Consider creating a separate universe to support your BIWS s  A smaller universe can improve performance s  Prevents other report changes from inadvertently impacting

your BIWS

44

45

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

46

Schedule Report

We schedule a Web Intelligence report with BIWS the same way we would any other report

47

Schedule Recurrence

This will be determined by the frequency with which the source data is updated — daily, weekly, monthly, etc.

48

Schedule Instances

We can see when the scheduled report last successfully ran and the number of instances

49

BIWS Scheduling Demo

50

Scheduling Summary

•  You should purge the results in the base reports s  It is more efficient s  Helps avoid people mistakenly looking at stale data

•  You schedule your reports with BIWS the same way you would any other Web Intelligence report s  Consider leveraging event triggers; they can be set up to trigger

the report to run based on data being loaded in the database

51

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

52

Import the WSDL URL

The Web Service Definition Language (WSDL) URL can be found in the Web Intelligence Web Service Publisher or in the Query as a Web Service Designer tool

53

Input Values

Once imported, the rest of the screen will be populated

54

Input Filter Values

Prompt Filter Operators EQUAL (default)¦ GREATER ¦

GREATER_OR_EQUAL ¦ LESS ¦ LESS_OR_EQUAL ¦

NOT_EQUAL ¦ INLIST ¦ NOT_INLIST

Map the filter input value to a cell

55

Output Values

Set the input value for getFromLatestDocumentInstance to 1 to make sure we pull the last successful scheduled instances data

Map the output values cell to get the data from the report block

56

Output Headers and Footers

You can also map the output headers and footers

57

Other Output

Map the output value for lastrefreshdate, which will provide us the timestamp for when the Web Intelligence report was last scheduled successfully

58

Connection Usage

The connection’s Usage tab controls when the Web Service runs. In this case we will use a trigger value change.

59

Cross Table

Cross Table Data from the BIWS

Last time the scheduled Web Intelligence ran successfully

Cross Table Header from the BIWS

60

Triggered Updates

Selecting a row from the scorecard on top passes its system ID and triggers the BIWS associated with the second scorecard

61

SAP BusinessObjects Dashboards with BIWS Demo

62

SAP BusinessObjects Dashboards with BIWS Summary

•  Both QaaWS and BIWS use the Web Service Query (Query as a Web Service) connection type

•  Running against a scheduled instance of a report can greatly improve your dashboard performance

•  Filters can also improve performance and let you restrict a large amount of data from a scheduled instance

•  Leverage the BIWS headers and footers in your dashboards •  There are several useful items in the output values besides the

report block itself

63

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

64

Web Service URL

Start with the Web Service URL from an existing connection

65

Creating a Base URL

•  Now we create the Base URL, which we will use for testing and previewing

•  Take that Web Service URL and call it our Original URL s  http://kweb9vm:8080/dswsbobje/qaawsservices/queryasaservice?

&cuid=AdKPB7nFBsROus9MVFIL_hw&authType=Enterprise&locale=en_US&timeout=60&ConvertAnyType=true

•  Move the &cuid=AdKPB7nFBsROus9MVFIL_hw to the end s  http://kweb9vm:8080/dswsbobje/qaawsservices/queryasaservice?

&authType=Enterprise&locale=en_US&timeout=60&ConvertAnyType=true&cuid=AdKPB7nFBsROus9MVFIL_hw

•  Then we drop the cuid value s  http://kweb9vm:8080/dswsbobje/qaawsservices/queryasaservice?

&authType=Enterprise&locale=en_US&timeout=60&ConvertAnyType=true&cuid=

66

URL Table

Build a table that lets you append the Connection CUID to the Base URL

67

Web Service URL Mapping

Map the Connection Web Service URL to the new URL you built

68

Creating a Relative URL

•  Now we create the relative URL, which we will use when we deploy our dashboard to the enterprise

•  Take the base URL we created s  http://kweb9vm:8080/dswsbobje/qaawsservices/queryasaservice?

&authType=Enterprise&locale=en_US&timeout=60&ConvertAnyType=true&cuid=

•  Remove the http and the server name to create the relative URL s  /dswsbobje/qaawsservices/queryasaservice?

&authType=Enterprise&locale=en_US&timeout=60&ConvertAnyType=true&cuid=

69

Relative URL Table

Add the relative URL to our table and then add a formula to make it easy to switch between relative and base

70

Preview Relative URL Table

The relative URL will fail if you try to preview the dashboard

71

Deploying Relative URL Dashboard

Save the dashboard to your Business Objects environment

72

Finding Your Relative URL Dashboard

Navigate to where the dashboard was deployed and then select View

73

Testing Your Relative URL Dashboard

74

Relative URL Demo

75

Relative URL Summary

•  Relative URLs allow you to migrate your dashboards between development, test, and production without changing your dashboard source XLF file

•  The CUID (Cluster Unique Identifier) stays the same when components are migrated to different environments

•  Relative URL will not work in preview mode, so keep the base URL around for when you are developing

•  Test your relative URL dashboard by deploying it

76

What We’ll Cover …

•  What is a Web Service? •  Introduction to SAP BusinessObjects 4.0 •  BI Web Service Introduction •  BI Web Service Advanced Techniques •  BI Web Service Scheduling •  SAP BusinessObjects Dashboards and BI Web Service •  BI Web Service — Building a Relative URL •  Wrap-up

77

Additional Resources

•  SAP BusinessObjects Web Intelligence User’s Guide – Chapter 27 “Sharing content with other web applications” s  http://help.sap.com/businessobject/product_guides/boexir4/en/

xi4_ia_en.pdf •  Dashboard Design and Presentation Design User’s Guide

s  http://help.sap.com/businessobject/product_guides/boexir4/en/xi4_dashD_user_en.pdf

•  Using Functions, Formulas and Calculations in Web Intelligence s  http://help.sap.com/businessobject/product_guides/boexir3/en/

xi3_web_intelligence_formulas_functions_calculations_en.pdf •  Ryan Goodman’s Blog (Xcelsius)

s  http://ryangoodman.net/blog/index.php/ •  EV Technologies Blog

s  http://evtechnologies.com/home/blog

78

7 Key Points to Take Home

•  BI Web Services allow you a simple way to build powerful Web Services •  SAP BusinessObjects 4.0 has an improved look and feel that will take

time to adjust to •  SAP BusinessObjects BI 4.0 allows you to create BIWS from Web

Intelligence without using the Rich Client •  BIWS allows you to use cross-tabs and report specific formula that are

more flexible than traditional QaaWS •  BIWS allows you to apply filters that can be used to get around the SAP

BusinessObjects Dashboards recommended 500 row limit •  BIWS created from Web Intelligence allows you to run against

scheduled instances of a report •  Relative URLs allow you to migrate BIWS between environments without

having to make code changes in your dashboards

79

Your Turn!

How to contact me: Chris Greer

[email protected]

80

Disclaimer SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Wellesley Information Services is neither owned nor controlled by SAP.