BSM FOUNDATION BOOTCAMP

BMC Analytics

Using and Installing BMC

Analytics

Lab

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Table of Contents Part I: Simple Report Creation Part II: Converting table to chart; switching the dimension. Part III: How to Change the Report Header Footer. Part IV: Universe Customization

• Part IV(a): Add a new table

• Part IV(b): Join with Existing Table

• Part IV(c): Create Classes/Objects

• Part IV(d): Create Condition and Add All in Prompt Part V: Installing BMC Analytics

• Part V(a): Create the Database

• Part V(b): Installing Business Objects XI R2 SP2

• Part V(c): Installing BMC Analytics Universe and Reports

• Part V(d): Post-installation instructions

• Part V(e): Loading the ANA_FISCAL_CALENDAR table

Revised March 7, 2008

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Part I: Simple Report Creation

1. Provision the GSS image –

{Training} - BSM Foundation Workshop - Analytics (Post-Installation)

2. On the desktop, open the web browser

3. From Favorites, choose the link for Info View

4. Login into BusinessObjects (Username: tadler; Password: tadler)

5. Click on New in the top menu bar (next to Send and below the BusinessObjects icon)

6. Choose Webintelligence document

7. Choose ITSM – Currently Active Incidents Universe. (now it will take a few minutes for the BusinessObjects interface to get started)

8. Once the Query Panel has come up, you may close a few things to reduce clutter on the screen. The Folders navigation bar can be closed by clicking on the arrow icon next to the Folders icon. There is an extra toolbar on the query panel that can be closed also – right click on the toolbars in the Query panel and select Query. This will remove the Query toolbar.

9. Open the Service Desk\Incident Management\Incident folder by clicking on the sign next to it.

10. Drag and drop Incident ID to the right, to the Result Objects window. Do the same for Status

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11. Now open the Folder (under the incident folder) Assignment Details/Assignee. Drag and Drop Assignee to the Results Object Window.

12. From further down the data element list, drag and drop the condition with the name Open Incidents from the Incident class into the Query Filters window below. (If Query Filter window is not completely visible, double click on Query Filter at the bottom). This will create a filter on the report.

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13. Click Run Query at the top.

14. At this point, click on the assignee column values on the table and drag and drop the column from the table to the top of the table when a tool tip called drop here to create a section shows up. This will create a section.

15. Now click on the Incident ID column, select the calculation (∑) menu option at the top of the query panel next to the sort icon and select count as the calculation.

16. Click the to save.

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Part II: Converting table to chart & switching the dimension.

1. Login into BusinessObjects Infoview (Username: tadler; Password: tadler)

2. Click on New in the top menu bar (next to Send and below the BusinessObjects icon)

3. Choose Webintelligence document

4. Choose ITSM Universe. (now it will take a few minutes for the BusinessObjects interface to get started)

5. Once the Query Panel has come up, open the Service Desk\Incident Management\Incident folder by clicking on the sign next to it.

6. Drag and drop Incident ID to the right, to the Result Objects window. Do the same for Status.

7. Now open the Folder (under the incident folder) Assignment Details/Assignee. Drag and Drop Assignee to the right.

8. From further down the data element list, drag and drop the condition with the name Open Incidents from the Incident class into the Query Filters window below. (If Query Filter window is not completely visible, double click on Query Filter at the bottom). This will create a filter on the report.

9. Click Run Query at the top.

10. Click View Structure. This is an alternate way to see the page layout.

11. At this point, click on the Assignee column values on the table and drag and drop the column from the table to the top of the table when a tool tip called drop here to create a section shows up. This will create a section.

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12. Click View Results

13. Now click on the Status column, right click and choose insert column after.

14. Click on to expose the Formula Bar.

15. Click on the first row in the new column, that was created and in the formula bar at the top, enter

the formula =count([Incident ID]) and hit enter. Notice the Status totals appear.

16. Click on the Incident ID column, right click and select Remove. This will delete the column, at this point the table will roll up to have summarized value for number of incident for each status.

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17. Point the cursor to the upper left edge of the table and when the table is selected right click and from the pop up menu choose Turn to option.

18. A pop up window will appear with options to choose a graph type, choose 3D Bar

19. Click OK.

20. You will see that the information displayed is now converted to a 3D Bar Graph.

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21. Now, click on the edit query button

22. From the query panel, select the object ITSM\BMC Analytics\Service Desk\Incident Management\Incident\Priority and double click on it.

23. Click on the Run Query button at the top of the query panel.

24. In the results window, you will see a new data element called Priority

25. Click on View Structure option at the top of the window, drag and drop the Priority data element on top of the Status data element to replace it.

26. Click on the View Results from the top menu, you will see that the graph has now changed to have the Priority data element on the X-Axis.

Part III: How to Change the Report Header Footer.

1. Copy the Report Header and Footer Images to the Images folder where you installed Business Objects (for example, C:\Program Files\Business Objects\BusinessObjects Enterprise11.5\Images).

2. Login into BusinessObjects Infoview (Username: tadler; Password: tadler)

3. Navigate to the Report Folder of the report on which you want to Change\add the Header Footer Image. Click Modify

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4. Click Edit Report

5. Click On View Page Layout button

6. Select the Page Header by clicking far to the right as shown by the X.

7. Select Properties tab. To view the properties of the Page Header

8. Click on … (Browse Button) next to Background Image tab of the Appearance Property.

9. Choose the Custom option.

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10. Specify the Location of the Header Image in Image(URL): in custom option.

11. Since the images are copied in the Images folder of the Business Objects. We will specify the location like boimg:// <Image Name> (For example, boimg://Header_Portrait.gif).

12. Set the Display: and Position:: properties within custom option.

13. Click OK

14. Save the Report

15. Do the similar steps for Report Footer.

Part IV: Universe Customization

Part IV(a): Add a new table 1. Launch Designer

2. Select File > Open. Browse to select ITSM.unv.

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3. Click Open

4. Double-click the background area of the Structure Pane

5. Click on HPD_Help_Desk_SLA table and click the Insert button.

Part IV(b): Join with Existing Table

1. Select Insert>Join or click the Insert join button. The Edit Join dialog box appears.

2. Select the HPD_Help_Desk_SLA table from the Table1 drop-down list. The columns for the HPD_Help_Desk_SLA table appear in the list under the table name.

3. Click Incident_Number, the column you want to join..

Hint – Click in the column, enter “I” repeatedly until you get to the Incident_Number field.

4. Select the HPD_Help_Desk table from the Table2 drop-down list. The columns for the HPD_Help_Desk table appear in the list under the table name.

5. Click Incident_Number, the column you want to join. The join expression is dynamically built and can be modified as necessary.

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6. Click OK. The new join appears in the schema, linking the two tables and columns that you specified in the Edit Join dialog box.

Part IV(c): Create Classes/Objects

1. Drag HPD_Help_Desk_SLA table from the Universe Pane into the table schema column on the left.

2. For each column in the table, a new object is automatically created within the class

3. Rename the Class to Incident SLA

4. Drag the class under the Incident Management Class

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Part IV(d): Create Condition and Add All in Prompt

1. Select the Status object from the Incident SLA class of ITSM Universe.

2. Double-Click this object to edit the Object Properties.

3. Click on the Properties tab.

4. Click the Edit button.

5. Click on the button.

6. First click on the Do not generate SQL before running check-box in the lower-left corner (This will prevent BusinessObjects from undoing our changes to the SQL).

7. In the SQL Viewer, replace the SQL that exists in this window: SELECT 'ALL' UNION ALL SELECT DISTINCT SLM_STATUS.SLM_Status FROM ( SELECT DISTINCT FIELD_ENUM_VALUES.ENUMID, FIELD_ENUM_VALUES.VALUE AS SLM_STATUS FROM FIELD_ENUM_VALUES WHERE FIELD_ENUM_VALUES.FIELDID = 1000003009 AND FIELD_ENUM_VALUES.SCHEMAID = (SELECT SCHEMAID FROM ARSCHEMA WHERE NAME = 'HPD:Help Desk') ) SLM_STATUS

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NOTE – This is done to convert an enumerated field to show the values for ease of reading and to add the option to select ALL.

8. Click on the OK button to close the SQL Viewer.

9. Click on the OK button to close the Query Panel.

10. Check the Export with universe checkbox in Properties tab.

11. Click the Display… button

12. Note the inclusion of our ‘ALL’ value at the top of this list.

13. Click OK and OK at the Edit Properties tab to close this object

14. Jump over to the Condition Objects by clicking on the icon at the bottom of the Class and Objects pane on the left.

15. Select the Incident class and Click the Insert Condition icon .

16. Give the Condition a name ( Select Status )

17. Click on the >> to enter the Editor.

18. Under the Classes and Objects double click the Incident SLA\Status object to grab the select clause from this object (i.e. @Select(Incident SLA\Status)).

19. Double click the IN operand under the Operators.

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20. Double click the @Prompt(…) function from the functions pane. Your string will look like this : @Select(Incident SLA\Status) IN @Prompt(,,,,)

21. Edit the @Prompt to look like this : @Prompt('Enter/Select Status',,'Incident SLA\Status',MULTI,FREE)

22. At the end of the line add : Or ‘ALL’ in

23. Copy and Paste the section : @Prompt('Enter/Select Status',,'Incident SLA\Status',MULTI,FREE)

24. Your final prompt should resemble the following: @Select(Incident SLA\Status) IN @Prompt('Enter/Select Status',,'Incident SLA\Status',MULTI,FREE) OR 'ALL' IN @Prompt('Enter/Select Status',,'Incident SLA\Status',MULTI,FREE)

25. Click on the Parse button.

26. Click OK

27. Save this Universe.

28. Export the Universe. File > Export

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Part V: Installing BMC Analytics

This session will cover the process of installing BMC Analytics which includes:

• Creating the Business Objects database

• Installing Business Objects XI R2 SP2

• BMC Analytics Universe and Reports

• Post-installation instructions

• Loading the ANA_FISCAL_CALENDAR table

Before you begin:

• Provision the GSS Image – {Training} - BSM Foundation Workshop - Analytics (Pre-Installation)

• Acquire a product key if you are not using the GSS image.

Part V(a): Creating the Business Objects Database For this exercise we are going to use the SQL Database on the GSS environment.

1. Start > Programs > Microsoft SQL Server > Enterprise Manager

2. Browse to Databases. Select New Database

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3. Fill in the Name of your choice ( BSMAnalytics )

4. Click OK

Part V(b): Installing Business Objects XI R2 SP2 1. Browse to D:\BOEXIR2_SP2_Full\cd. Run setup.exe

Alternate if not using GSS - Run setup.exe from the root directory of your product distribution. If Autoplay is enabled for your CD-ROM drive, the setup program will start automatically. Click “Install” to continue.

2. Select which language to install from the list, and then click OK. 3. Click Next >. 4. Click I accept the License Agreement, and then click Next >.

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5. Choose Perform Server Installation, and then click Next >.

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6. Fill out the Full Name and Organization fields.

7. Enter your product key code(s)

⌧ The key is located in the file D:\BOEXIR@_SP2_Full\license.txt.

o NOTE – This key is only to be used for this exercise, not for any other purpose

⌧ To install BusinessObjects Enterprise, but not Performance Management:

a. Enter your product code in the first Product Keycode field.

b. Leave the check box beside Install Performance Management empty

c. Click Next >.

8. Specify the directory where you want to install, or accept the default location, and then click Next >.

9. Choose how you want to use a database. For this exercise you will use the database created in part a.

10. Select New

11. Select Use an existing database server.

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12. Click Next >.

13. Specify the configuration for the CMS database and the Auditing database, if you will be using one

Note: This must be a new DSN or database specifically created for Business Objects Enterprise XI Release 2. Do not specify the name of an existing DSN or database from a previous deployment.

14. Select SQL Server, and then click Browse.

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15. The Select Data Source dialog box appears. Click the Machine Data Source tab.

17. Click New

18. Select System Data Source

19. Click Next >

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20. Choose SQL Server

21. Click Next

22. Click Finish

23. Complete the data in the Create New Data Source window will open.

a. Enter the Name of the Database you created in part a. ( BSMAnalytics )

b. Enter a description

c. Enter the name of the database server ( itsm7rtm )

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24. Click Finish

25. A window to verify your settings will appear.

26. Click Test Data Source. If the test is successful, proceed. If not review your settings.

27. Your window should now show the new data source

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28. Choose the data source and click OK

29. The SQL Server Login window will appear.

a. Uncheck Use Trusted Connection.

b. Enter Login ID ( sa )

c. Enter Password ( password )

d. Click Options >>

e. Choose your Database ( BSMAnalytics )

f. Choose your Language ( English )

g. Verify Workstation ID ( ITSM7RTM )

30. Click OK.

31. You will be returned to the CMS Database Information Screen. If you were configuring an Audit database you would do it now. We are not. Click Next .

32. Choose a Web Component Adapter.

• For this exercise you want to use a Java WCA and have the installation install Tomcat: a. Select Java application server. b. Click the Install Tomcat application server button.

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Note: There is already one Tomcat Server running for Mid-Tier. We are intentially creating another instance to avoid conflict. Normally in production, this would be on a separate server.

c. Deselect IIS ASP.NET

Note: If you have published other web sites than the default web site with IIS, you can select it here.

33. Click Next 34. Configure Tomcat. Change the default location for the Tomcat installation and/or the following

ports • The Connection port ( 9090 ) • The Shutdown port ( 9005 ) • The Redirect port ( 9443 )

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40. Click Next to confirm.

41. Click Next to begin the installation. This phase will take 30 minutes at least.

42. A screen will ask if you would like to register. Choose Register Later.

43. Successful Installation Dialog will appear after Successful Installation.

44. Click Finish

45. The Business Object Administrator Console will appear to confirm your install

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46. Close and continue with the install

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Part V(c): Installing BMC Analytics Universe and Reports

To install Universe and Reports

IMPORTANT

Make sure that the administrator account you use to install BMC Analytics for BSM has a Business Objects authentication type of Enterprise or LDAP as appropriate. Any other authentication type will not work properly.

1. Browse to D:\BMC Analytics – RTM-Release. Launch bmcanalytics-win32.exe

2. The Welcome window appears.

3. Click Next. The License Agreement window appears.

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4. Review the license agreement, and select I accept the terms of the license agreement option.

5. Click Next. The Directory Name window appears.

6. Accept the default value, or click Browse to select another directory.

7. Click Next. The AR Server Administrative Logon Information window appears.

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8. Type the name of your AR Server in the Server Name field. ( itsm7rtm )

9. Type the port number assigned to your AR Server in the Server Port field. (Leave as 0)

10. Type the name of the administrator account for your AR Server in the User Name field. ( Demo )

11. Type the password assigned to the administrator account for your AR Server in the Password field. ( Null )

12. Click Next.

13. An error box will appear.

14. This error is due to different version of dll being used. It can be ignored. Click OK

15. The BusinessObjects SDK Directory window appears.

16. Click Browse, and navigate to where the BusinessObjects SDK is stored. For example, C:\Program Files\Business Objects\common\3.5 \java\lib.

17. Click Next. The CMS Server Information window appears.

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a. Type the name of your Business Objects server in the CMS Server Name field. ( itsm7rtm )

b. Type the port number assigned to your Business Objects server in the Port No field. (6400 )

c. Type the name of your Business Objects administrator account in the User Name field. ( Administrator )

d. Type the password of your Business Objects administrator account in the Password field. ( null )

NOTE: The Secure Connection field is read-only and has a value of secEnterprise. The administrator account you use to install BMC Analytics for BSM must have a Business Objects authentication type of Enterprise. If your authentication type is LDAP, and you do not want to create a new user type, you must import the BIAR file manually using the BusinessObjects Import Wizard.

18. Click Next. The Select Database window appears.

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19. Select the MSSQL option.

20. Click Next. The AR Server Database Information window appears.

a. Type the name of your database server in the Database Server field. ( itsm7rtm )

b. Type the name of your database in the Database Name field.

c. Type the port number assigned to your database in the Database Port field.

d. Type the name of the database user in the Database User field. ( ARAdmin )

e. Type the password associated with the database user in the Database Password field. ( AR#Admin# )

21. Click Next. The Summary Information window appears.

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22. Review the installation settings. If you want to change a setting, click Back to navigate to the appropriate window, change the value, and click Next to return to the Summary Information window.

23. Click Install.

24. The setup function begins copying files to the destination directory you specified. When the copy operation is complete, a dialog box appears saying that you must copy the header and footer graphics for the predefined reports from the installation CD to the Business Objects images folder.

25. Click OK.

26. The Successfully Installed window appears.

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27. Click Finish.

28. Navigate to the Header and Footer images directory on the BMC Analytics for BSM installation CD. ( D:\BMC Analytics – RTM-Release\Images )

29. Copy all graphic files to the Images folder where you installed Business Objects (C:\Program Files\Business Objects\BusinessObjects Enterprise11.5\Images).

The list of files to copy includes the following graphics:

• Header_Landscape.gif

• Footer_Landscape.gif

• Header_Portrait.gif

• Footer_Portrait.gif

Part V(d): Post-installation instructions

Follow these steps after you have completed the installation of BMC Analytics for BSM.

1. Launch the BusinessObjects Designer tool. ( Programs > Business Objext XI Release 2 > Business Objects Enterprise > Designer)

2. Log in

a. Enter System ( itsm7rtm ) – you can not select this from the dropdown yet.

b. Enter User Name ( Administrator )

c. Enter Password ( null )

d. Click OK

3. You will see a Wizard window. Click Cancel

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Import ITSM universe

You must import the BMC Analytics for BSM universe in the Business Objects

4. Select File > Import. The Import Universe window appears.

5. Select the Folder by clicking Browse at the top.

6. Select the ITSM universe from the Available Universes table

7. Click OK. The Universe will import.

8. When complete, click OK

9. You will now see the universe displayed

Configuring universe parameters

You must configure specific universe parameters so BMC Analytics for BSM can work correctly.

10. Select File > Parameters from the menu bar. The Universe Parameters window appears showing the Definition tab.

11. Click New

12. The New Connection Wizard will launch. Click Next

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13. Browse to Microsoft > MS SQL Server 2000 > OLE DB Providers

14. Click Next >

15. Enter Login Parameters

a. Enter Name of your choice ( BusObj )

b. Enter User name ( sa )

c. Enter Password ( password )

d. Enter Server name ( itsm7rtm )

e. Enter Database name ( BSMAnalytics )

16. Click Next >

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17. Click Test Connection.

18. If failed, go back and correct information. If you get a Server is Responding message, click Next.

19. The Advanced Parameters window will appear. Click Next to accept the defaults.

20. Click Next to accept the defaults.

21. Click Finish.

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22. You will be returned to the Universe Parameters window.

23. Select a value in the Connection field that points to the AR database instance that you want to use for creating reports. ( BusObj )

24. Click the Controls tab. The fields on the Control tab appear. Note the defaults.

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25. Click the SQL tab. The fields on the SQL tab appear.

26. Set Cartesian Products to Prevent.

27. Click the Parameter tab. The fields on the Parameter tab appear.

28. Ensure ANSI92 is set to Yes. This is so the BMC Remedy IT Service Management universe returns the correct query results.

29. Click OK.

30. Close the BusinessObjects Designer tool. Save your Universe Changes on exit.

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Part V(e): Loading the ANA_FISCAL_CALENDAR table

After you install BMC Analytics for BSM, you must manually load the ANA_FISCAL_CALENDAR table into the AR System database.

To load the ANA_FISCAL_CALENDAR table

1. Log in to BMC Remedy User tool. ( Demo, no password )

2. Choose File > Open > Object List. The Object List window appears.

3. Select the ANA:Fiscal_Calendar form.

4. Click New. The ANA:Fiscal_Calendar window appears.

5. In the Start Year field, type the year you want the fiscal calendar to start. ( 2008 )

6. In the End Year field, type the year you want the fiscal calendar to end. ( 2012 )

7. Click Load Calendar. The Populate_Fiscal_Calendar stored procedure runs, which updates the read only fiscal calendar fields at the bottom of the form and the underlying table in the AR System database.

8. Close BMC Remedy User Tool.