Business intelligence installation procedure

The Sage X3 version V11 Business Intelligence (BI) component is designed to work with SAP BusinessObjects BI Platform 4.1.

This document describes the different steps to install BI for Sage X3 version V11.

Introduction

The implementation of the Business Intelligence requires the installation of the following:
* A Business Objects server in which to install the "Business Objects XI 4.1 Service pack 3 Patch 1" application.
* OPTIONALLY for multi-tier architecture: a Sage X3 BI pseudo-solution database containing the Business Intelligence data (DataWareHouse) pseudo ‘folder’ and ‘runtime’ tree structure. In this case, make sure whether you have installed a Sage X3 BI pseudo-solution known as "Sage X3 Decisional Application" on the same server as the BO server or on a separate server.

Note : In a Single-tier architecture, the Sage X3 application database itself is used.

Verification before installation

In the process of implementing Business Intelligence with Sage X3 version V11, the installation takes place after having installed and configured several software components:
* A functional Sage X3 solution and optionally a Sage X3 Decisional Application.
* SAFE X3 ADXADMIN administration runtime.
* Java 1.7 software.
* Windows .NET Framework 3.5 Service Pack 1 and Windows Installer 4.5.
* IMPORTANT : If your Sage X3 Application server is NOT based on a SQL server database installation, you need to install the Oracle Client 11Gr2 64 bits software on the server. This layer is necessary for BO software to communicate with the Sage X3 Oracle database. It is also necessary to install the Oracle Client 11Gr2 32 bits software. This layer is necessary for BO client tools software to generate BO universes.

Installation steps

1. Connect to the Windows server that will receive BI. Make sure the installation user has Administrative rights.

2. Install BO XI 4.1 SP3 64 bits which is on a separate DVD with Sage X3 distribution. Then follow the setup instructions.

3. Install BO XI 4.1 SP3 64 bits Patch 1 which is on a separate DVD with Sage X3 distribution. Then follow the setup instructions.

4. Install BO XI 4.1 SP3 Client tools 32 bits which is on a separate DVD with Sage X3 distribution. Then follow the setup instructions.

5. Verify that Sage X3 ADXADMIN service installed on the BO server is started with a local machine administrator account. If not, you need to modify it.
   
   WARNING : By default, the ADXADMIN service is started as a "Local System", which is incorrect.

6. Install the Sage X3 BO component. To launch the installation, execute the '.jar' file located in the SafeX3BO folder.

7. Launch the Sage X3 Console and load the Sage X3 Solution in which the BO server will be published.
   
   OPTIONALLY : If you have chosen multi-tier architecture, you also have to load the Sage X3 Decisional Application in the Sage X3 console before continuing.

8. In the Sage X3 console, load the BO component you've just installed before and configure the component.

9. In the Sage X3 console, publish the BO component with the Sage X3 solution previously loaded.
   There, you'll have to choose if you will use a single-tier installation by answering 'No' to the question of using a Sage Decisional solution. If you answer 'Yes', the multi-tier installation will ask you to select the Sage X3 Decisional application to use.
   
   This step will finally import all the Sage X3 BI reports into the BO CMS of the server.You may check the success of the publication by verifying in the BO CMC WEB application that reports exist in the Sage folder.

10. From a Web "Syracuse" server connection (as an administrator):

    • Log on to the following URL "http://[ServerName:port]" (for example: http://aysyrqav7:8124), using an Internet browser, and the user/password: admin/admin.
    • Define the Business Objects server: Click the link “BO Servers” in the administration menus and then click “+New Business Objects server”. Enter Name e.g. BO, Host, Tomcat port e.g. 8080, Web services port e.g. 6405, Administrator's password. Click “Save”.
    • Associate the Business Objects server to an SAFE X3 server: Click the link “X3 server” in the administration menus and edit the SAFE X3 server you want to associate the Business Objects server with. Enter the Business Objects server Name in “BO server” field. Click “Save”.
    • Define a Business Objects profile: Click the link “BO profiles” in the administration menus and then click “+New Business Objects profile”. Enter Name e.g. BOProfile, User, Password and the BO server Name. Click “Save”.
    • Associate Business Objects server and profile to a Role: Click the link “Roles” in the administration menus and edit the role you want to associate the Business Objects profile with. Enter the Business Objects server Name and the Business Objects profile Name in the Business Objects profile list. Click “Save”.