BOPE 53 Architecture Guide En

8/6/2019 BOPE 53 Architecture Guide En

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Architecture Guide

BusinessObjects Planning 5.2


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Copyright Copyright 2007 Business Objects. All rights reserved. Business Objects owns the followingU.S. patents, which may cover products that are offered and licensed by Business Objects:5,555,403; 6,247,008; 6,289,352; 6,490,593; 6,578,027; 6,768,986; 6,772,409; 6,831,668;6,882,998; 7,139,766; 7,181,435; 7,181,440 and 7,194,465. Business Objects and theBusiness Objects logo, BusinessObjects, Crystal Reports, Crystal Xcelsius, Crystal

Decisions, Intelligent Question, Desktop Intelligence, Crystal Enterprise, Crystal Analysis,Web Intelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarksof Business Objects in the United States and/or other countries. All other names mentionedherein may be trademarks of their respective owners.

Third-partycontributors

Business Objects products in this release may contain redistributions of software licensedfrom third-party contributors. Some of these individual components may also be availableunder alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at:

http://www.businessobjects.com/thirdparty


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BusinessObjects Planning Architecture Guide 3

ContentsChapter 1 Architecture 5

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Product description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

About the site components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

File server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8About the client applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

BusinessObjects Planning Administrator . . . . . . . . . . . . . . . . . . . . 8

BusinessObjects Planning Analyst Pro . . . . . . . . . . . . . . . . . . . . . . 8

About the Web applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

BusinessObjects Planning Analyst . . . . . . . . . . . . . . . . . . . . . . . . . 9

BusinessObjects Planning Workflow Console . . . . . . . . . . . . . . . . 9

BusinessObjects Planning Excel Analyst . . . . . . . . . . . . . . . . . . . . 9

About the server components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Web server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10BusinessObjects Planning Gateway . . . . . . . . . . . . . . . . . . . . . . 10

BusinessObjects Planning Application Server . . . . . . . . . . . . . . . 10

BusinessObjects Planning Scheduler . . . . . . . . . . . . . . . . . . . . . . 11

BusinessObjects Planning Web Redirector . . . . . . . . . . . . . . . . . 11

BusinessObjects Planning configurations . . . . . . . . . . . . . . . . . . . . . . . . . 12

Local configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Intranet configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Scalability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Integration with BusinessObjects Finance . . . . . . . . . . . . . . . . . . . . . . . . . 17

Product security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Object Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20


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Contents

4 BusinessObjects Planning Architecture Guide

Audit Trails . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Site hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Web clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Workstation clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

BusinessObjects Planning Administrator and BusinessObjectsPlanning Analyst Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

BusinessObjects Planning Excel Analyst . . . . . . . . . . . . . . . . . . . . 24

Server components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Web Gateway Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Index 29


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Architecture


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ArchitectureOverview 1


OverviewThe BusinessObjects Planning product suite provides an integrated, Web-

enabled analytics software solution that helps companies measure, analyze,and predict business performance and profitability. Organizations use thesuite for real-time business planning and forecasting, accelerating mergersand acquisitions, understanding business performance by customer segment,product, channel and business line, and delivering performance informationacross the company.

BusinessObjects Planning works locally or worldwide, in-house or through theweb; the choices are yours. This document presents an overview of theBusinessObjects Planning architecture. Specifically, this document providesthe following information:

Product description on page 7 BusinessObjects Planning configurations on page 12 Integration with BusinessObjects Finance on page 17 Product security on page 19 Audit Trails on page 21 Hardware and software requirements on page 22


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ArchitectureProduct description 1


Product descriptionBusinessObjects Plannings new breed of enterprise analytic software allows

Global 2000 companies to deploy an enhanced corporate information supplychain, improving the ability to recognize and exploit emerging opportunities ina rapidly changing and competitive environment.

BusinessObjects Planning provides a holistic view of an enterprisescorporate performance. It delivers line of business, product, channel,customer, shareholder, and statutory reporting with unrivalled flexibility,timeliness, and precision. The actionable insight derived from these multipleperspectives generates better corporate strategy. This strategy in turn canthen be realized through BusinessObjects Plannings global performancemanagement framework, which includes distributed planning, forecasting,and reporting.

BusinessObjects Planning seamlessly automates critical analytic processes,and permits an organization to quickly and accurately capture, analyze, andshare a broad spectrum of information across its global operations. Byimproving the timeliness, accuracy, and consistency of key decision-supportinformation, the solution significantly tightens reporting, forecasting, andanalysis cycles.

BusinessObjects Planning can be rapidly deployed, deliveringcomprehensive enterprise analytics and automating critical decision-processing and information dissemination all while leveraging existinginfrastructure and legacy systems.

The BusinessObjects Planning suite is comprised of the following types of products:

Site components Client applications Web applications Server components

About the site components

The site components are the heart of BusinessObjects Planning. They storeall shared files and data, and distribute information between sites. All other BusinessObjects Planning applications require a site to be installed beforethey can run. The site components include:

Database File server


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ArchitectureProduct description1


DatabaseThe database contains all the data for the site. This data includes user information, group information, permissions, scenario information, transaction

logs, and other information. BusinessObjects Planning supports bothMicrosoft SQL Server and Oracle for its database.

File server The file server contains all the shared files for a site. Shared files include suchinformation as: configuration information, server logs, model information,scripts, and reports.

About the client applicationsThe BusinessObjects Planning client applications, BusinessObjects PlanningAdministrator and BusinessObjects Planning Analyst Pro, provide users witha feature-rich interface to the BusinessObjects Planning site.

BusinessObjects Planning Administrator BusinessObjects Planning Administrator is a powerful and comprehensivetool through which non-technical users can rapidly and easily configure,deploy, and administer the BusinessObjects Planning system across multiplesites. From a central location, users can install and synchronizegeographically dispersed sites, build and manage multiple business models,and assign user access rights. Users can also use BusinessObjects Planning

Administrator to create and maintain reports, and to quickly build, manage,and execute scripts that automate complex tasks such as report productionand distribution. All this functionality leverages an intuitive graphical interface,a drag-and-drop system, an extensive range of formatting features, andadvanced automation capabilities.

BusinessObjects Planning Analyst ProBusinessObjects Planning Analyst Pro is designed for nontechnical userswho have sophisticated information requirements. A comprehensive range of formatting features, and drag-and-drop functions allow users to easily create

and maintain reports. In addition, users can quickly build, manage, andexecute scripts that automate complex tasks such as scheduled reportproduction and distribution.


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ArchitectureProduct description1


BusinessObjects Planning Scheduler BusinessObjects Planning Web Redirector

Web server The web server is a Microsoft Internet Information Server (IIS) machine thathosts the BusinessObjects Planning Analyst site. The Web Servers role isthreefold:

It authenticates the BusinessObjects Planning web application user It provides the web site content or framework that users see when they

run a BusinessObjects Planning web application

It forwards requests it receives from the BusinessObjects Planning webapplication users to the BusinessObjects Planning Gateway and returnsany responses received from the BusinessObjects Planning Gateway to

web application users

BusinessObjects Planning GatewayThe BusinessObjects Planning Gateway decodes requests for BusinessObjects Planning Application Server services (such as openingreports and scenarios) that it receives from BusinessObjects Planning webapplication users via the web server. BusinessObjects Planning webapplications use Simple Object Access Protocol (SOAP) to make requests for BusinessObjects Planning Application Server services. When a user makes arequest, the web application sends the request to the web server, which thenroutes it to the gateway. The BusinessObjects Planning Gateway decodes theSOAP requests and maps those requests to the BusinessObjects PlanningApplication Server.

Once the BusinessObjects Planning Application Server processes therequest, a response is sent back to the BusinessObjects Planning Gateway.The gateway encodes the response using SOAP and transmits it back to theweb server, which forwards the response to the user.

Typically, the BusinessObjects Planning Gateway and the web server are onthe same machine.

BusinessObjects Planning Application Server The BusinessObjects Planning Application Server manages all businessmodel and calculation engine operations. It performs all analytical processingon requests received via the BusinessObjects Planning Gateway, such asbuilding and delivering reports, and consolidating data. If required, theBusinessObjects Planning Application Server also retrieves up-to-date data


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ArchitectureProduct description 1


from the database, and sends the data and any responses back to theBusinessObjects Planning Gateway, which routes the responses back to theuser via the web server.

BusinessObjects Planning Application Servers can be grouped together in aserver cluster to support many concurrent users and increase reliability. Loadbalancing within the server cluster ensures that client processing isdistributed across servers.

Multiple business models can be loaded into the BusinessObjects PlanningApplication Server simultaneously, allowing shared access to information.Each application server on a network communicates with the other servers tocreate a distributed data repository. Notification exchange ensures that clientsare notified of any changes to data, and that all servers are synchronized.

BusinessObjects Planning Application Servers streamline client requests andprovide data integrity to prevent data conflicts. In addition, the serversallocate available resources such as memory and network bandwidtheffectively among multiple users.

In addition, BusinessObjects Planning Servers also act as schedulers,enabling you to schedule scripts for execution at set intervals.

BusinessObjects Planning Scheduler All BusinessObjects Planning application events can be batched using scriptswritten with the powerful BusinessObjects Planning scripting language - alanguage compatible with Visual Basic for Applications. BusinessObjectsPlanning Scheduler is used to execute scripts that have been scheduled for execution by BusinessObjects Planning users.BusinessObjects Planning Scheduler can be installed on any computer on thenetwork that has been registered in BusinessObjects Planning Administrator or BusinessObjects Planning Analyst Pro. Registering a server adds theserver to the Script Servers folder. Any user with creation rights for a reportserver can register a script server.

For those users who dont want to use BusinessObjects Planning Scheduler,BusinessObjects Planning also provides the ability to schedule scripts usingthird-party schedulers.

BusinessObjects Planning Web Redirector BusinessObjects Planning Web Redirector is a component that is installed ontop of a local BusinessObjects Planning web site that handles all appletaccess locally, but redirects all authentication and business traffic to a centralBusinessObjects Planning web site.

BusinessObjects Planning Web Redirector is ideal for distributed locales that:


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ArchitectureBusinessObjects Planning configurations1


Have a slow internet connection to the central site and dont want theconnection to be used up downloading applets or images.

Dont want a BusinessObjects Planning Gateway at their local site.

Want authentication to be performed using the central web site, therebyreducing additional administration and policy maintenance. Want a local web site with minimal processing and maintenance

requirements.

BusinessObjects Planning configurationsIn a minimal sense, a BusinessObjects Planning site is merely a file server and a database server (SQL Server or Oracle) that users connect to with anyof the BusinessObjects Planning applications. After installing a site, it is the

organizations responsibility to decide what sort of configuration to implementfor their users. The main criteria for deciding on how to install and configurethe BusinessObjects Planning environment are: the number of users that willbe accessing the application, and where they are dispersed. For this reason,BusinessObjects Planning supports three main configurations of BusinessObjects Planning applications:

Local Intranet Global

Local configurationLocal configurations are useful in small environments, where all users areconnected directly to the site through a local network. In a local configuration,the file server and the database server can be on the same machine.

The following diagram depicts a small local configuration. The file server andthe database server are on the same machine and there is one administrator and several local users connected.


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ArchitectureBusinessObjects Planning configurations 1


In a local configuration, the following BusinessObjects Planning productsmust be installed:

BusinessObjects Planning site BusinessObjects Planning Administrator or BusinessObjects Planning

Analyst Pro for site administration

BusinessObjects Planning Administrator or BusinessObjects PlanningAnalyst Pro for regular users

Instructions for installing a BusinessObjects Planning site can be found in theBusinessObjects Planning Installation Guide.

Instructions for installing BusinessObjects Planning Administrator andBusinessObjects Planning Analyst Pro can be found in the BusinessObjectsPlanning Installation Guide.

Intranet configurationYou may want to consider using your corporate intranet to connect your usersto BusinessObjects Planning. An intranet configuration uses theBusinessObjects Planning web components to connect users to theBusinessObjects Planning site.

The BusinessObjects Planning web components consist of the followingapplications:

BusinessObjects Planning Analyst site BusinessObjects Planning Gatewaysends user requests to the

BusinessObjects Planning Application Server and returns the response

BusinessObjects Planning Application Serverprocesses user requestsThe intranet configuration employs a three-tier architectural model. From apurely functional perspective, the three components of the model are:

Database Server and

File Server

Cartesis PlanningAnalyst Pro

Cartesis PlanningAdministrator




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Presentation tierconsisting of the BusinessObjects Planning Web sites,BusinessObjects Planning Login Servers, and BusinessObjects PlanningGateway servers. The Presentation tier provides users with graphicalinterfaces, thereby allowing them to interact with the application byinputting data or manipulating/formatting reports that arrive at their workstation. Within the Presentation tier are the Gateway servers thatinteract with the BusinessObjects Planning Application Servers thoughthe Load Balancing system thus ensuring efficient processing andperformance.

Business Logic tierconsisting of the BusinessObjects PlanningApplication Servers. The Business Logic tier receives the requests fromthe web applications and processes the rules that governBusinessObjects Planning applications, such as the business logic andcalculation engine operations.

Data Services tierconsisting of the BusinessObjects Planning site. TheData Services tier is a relational database for persistent data storage, anda file server for file storage.

This architecture allows for the isolation of all major functions. Reportpresentation is independent of the business rules and logic that are, in turn,isolated from the data services that manipulate the information. Although thismodel requires more up-front analysis and design, the result is decreasedmaintenance cost, increased function flexibility, and ease of scalability.

In a small-scale intranet configuration, like the one depicted in the followingdiagram, the Web server (that hosts the BusinessObjects Planning Web sites)and the BusinessObjects Planning Gateway can be on one machine, thedatabase server and the file server on another machine, and theBusinessObjects Planning Application Server on another.


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In an intranet configuration, the following BusinessObjects Planning productsmust be installed:

BusinessObjects Planning site BusinessObjects Planning Administrator or BusinessObjects Planning

Analyst Pro for site administration BusinessObjects Planning Application Server, as the processing engine

for Web users

BusinessObjects Planning Gateway, to process user requests and theBusinessObjects Planning Application Servers responses

BusinessObjects Planning Excel Analyst or BusinessObjects PlanningAnalyst, to provide Internet users with a presentation framework

Instructions for installing a BusinessObjects Planning site can be found in theBusinessObjects Planning Installation Guide.

Instructions for installing BusinessObjects Planning Administrator,BusinessObjects Planning Analyst Pro, and BusinessObjects Planning ExcelAnalyst can be found in the BusinessObjects Planning Installation Guide.

Instructions for installing BusinessObjects Planning Application Server,BusinessObjects Planning Gateway, and BusinessObjects Planning Analystcan be found in the BusinessObjects Planning Installation Guide.

Internet/Intranet

Firewall Cartesis PlanningApplication Servers

Process requests receivedfrom the Cartesis Planning

Gateway to build anddeliver reports.

Web servers/Cartesis Planning Gateways

The web servers host Cartesis Planning web sites,authenticates users, and forward user requests to Cartesis

Planning Gateway. The Cartesis Planning Gateways decode user requests received from the web servers and map requests to

Cartesis Planning Application Servers.

Large-scale int ranetCartesis Planning Site

configuration

Cartesis PlanningExcel Analyst

Cartesis PlanningAnalyst

DatabaseServer

FileServer

Cartesis Planning Administrator


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ArchitectureIntegration with BusinessObjects Finance 1


ScalabilityThe BusinessObjects Planning architecture design is highly scalable.Capacity can be increased either through upgrades to the server hardware or through the addition of more Web servers, BusinessObjects PlanningGateway servers, or BusinessObjects Planning Application Servers.

Multiple Web servers must be load balanced using third-party load balancingtools; the load-balanced requests are then sent to the specificBusinessObjects Planning Gateway servers that are designated to handle theWeb server requests. Multiple BusinessObjects Planning Application Serversare load balanced using BusinessObjects Plannings propriety load-balancingsystem. This highly-customizable system allows you to configure your BusinessObjects Planning Application Servers to efficiently manage highvolumes of client requests. As requirements grow, the various server farms

can be expanded, without the loss of throughput, because of the loadbalancing systems ability to maintain efficiency.

Integration with BusinessObjects FinanceBusinessObjects Finance, the Business Objects financial consolidation andmanagement reporting solution, can be seamlessly integrated with theplanning and forecasting power of BusinessObjects Planning, providingorganizations with a unified and comprehensive business performancemanagement suite that can take advantage of single sources of data and

business values.The following diagram depicts an example of an integrated BusinessObjectsPlanningBusinessObjects Finance configuration:


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ArchitectureIntegration with BusinessObjects Finance1


Once BusinessObjects Planning and BusinessObjects Finance areintegrated, their databases are linked, allowing for:

the sharing of BusinessObjects Finance metadata with BusinessObjectsPlanning applications

the exchange of financial data between BusinessObjects Planning andBusinessObjects Finance

An integrated Business Objects EPM suite enables organizations to createand manipulate single core sets of data and business objects for use in both

actual and plan/forecast reporting cycles. This type of single sourcing canpotentially save an organization significant amounts of administration timeand resources by eliminating the need for duplicate model building and datacreation in different applications. It also ensures that a single, true,consistently updated data source is used for all related consolidation, budget,planning, and forecasting reporting, by all applications.

Organizations who choose to integrate BusinessObjects Planning andBusinessObjects Finance do not need to define their business models twicein order to carry out actual and plan/forecast reporting activities. Thanks tothe direct flow of BusinessObjects Finance metadata to BusinessObjectsPlanning, much of the BusinessObjects Planning business model can beconstructed from existing BusinessObjects Finance dimensions, hierarchies,and custom properties once these elements are properly mapped betweenapplications. The mapping of metadata is a simple, point-and-click processthat users can carry out in the familiar environment of BusinessObjectsPlanning Administrator.

Internet/Intranet

Firewall Cartesis PlanningApplication ServersWeb servers/CartesisPlanning Gateways

Integrated configuration:Ccartesis Planning - Cartesis Finance

Cartesis PlanningAnalyst

DatabaseServer

FileServer

Cartesis Planning Administrator

Cartesis PlanningExcel Analyst

Cartesis Finance

SOAPConnection


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ArchitectureProduct security 1


Once the mapping of metadata between BusinessObjects Finance andBusinessObjects Planning is complete, BusinessObjects Planning canaccess BusinessObjects Finance data (such as actuals) in real time, allowingBusinessObjects Planning users to quickly retrieve numbers that are accurateand up-to-date for use in their reports. Conversely, BusinessObjects Financeusers have direct access to current budget data (such as monthly plan or forecast data) from BusinessObjects Planning, allowing them to view andmanipulate that data to meet their reporting needs.

Product securityBusinessObjects Planning security functions at two levels authenticationand authorization.

AuthenticationAuthentication asks the questions Who are you? and Are you who you sayyou are?. BusinessObjects Planning does not maintain a separate set of passwords, since your enterprise already has a strong, well-understood, andwell-resourced directory of users and passwords, with a carefully thought-outset of policies. Instead, BusinessObjects Planning integrates with it, ensuringconsistency of user IDs, password policies, and password strengths.

Authentication in BusinessObjects Planning is performed by the network/operating system using integrated Windows authentication, or by a custom

authentication component, such as an LDAP plug-in, Novell, third-party, or custom authentication.

Once a user is authenticated, their information is passed to BusinessObjectsPlanning security that uses the authenticated information to determine thesecurity setting for that user. This security setting determines the level of authorization the user has within BusinessObjects Planning.

AuthorizationAuthorization asks the question: What are you allowed to see or do? AllBusinessObjects Planning objects and high-level operations are subject toauthorization controls that limit which users may view, execute, modify,annotate, create, or delete objects.

To simplify administration, privileges may be granted to object hierarchies thatwill be inherited by all members of the hierarchies. Also, administrators maydefine user groups and grant privileges to groups rather than to individualusers.


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ArchitectureProduct security 1


BusinessObjects Planning supports controls on the granting of privileges.Users may only grant privileges that they have, and have been entitled togrant.

User impersonation is also supported. Users who are entitled to grantimpersonation rights may allow other users to impersonate them. Duringimpersonation, the user will have the same access as the user beingimpersonated, but the audit trail shows both the real user and the user beingimpersonated.

When a BusinessObjects Planning site is installed, the login domain andname of the Core user must be supplied. This user has full privileges to theBusinessObjects Planning site. The site installation also defines the systemuser group, Site Administrators, with a single member, the Core user. SiteAdministrators and the Core user have virtually the same, universal access.Site Administrators have less control only on areas concerning remote sites.

Beyond these two system-defined roles, BusinessObjects Planning roles arefully user-defined. The Core user grants selective privileges and delegationprivileges to other users or user groups.

The Core user login may be disabled after the initial configuration anddelegation. Impersonation privileges for the Core user may be selectivelygranted if desired.

BusinessObjects Planning supports user-defined groups of users and nestedgroups. There are also system-defined groups such as Everyone, Users atSite , and groups built for specific functions, such as report creators.These groups may also be included in user-defined groups. A user can be

part of multiple groups as required.

Object SecuritySecurity rights are assigned by granting access rights to view and modify datafor certain business model components. Assigning user rights to scenariosmakes it very easy and flexible to control the data a user can view and/or modify. For example, a user can be granted rights to view only the scenariosthat contain official actuals for a given year while granting other users rights toview and modify scenarios that contain versions of the business plan.

Access to reports can be assigned on an individual basis or to a group of reports, by granting rights on reporting folders. If rights are assigned on afolder, all reports in that folder will inherit the same rights.

Within BusinessObjects Planning security, including data editing capabilities,the following activities can be administered:

Data Set (such as, Plan but not Actuals, read/write, consolidation, and soforth)


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Architecture Audit Trails 1


Reports (control, modify, run) Business Model (view, control, modify) Scripts (control, modify, run)

Spreadsheets (control, modify) Rates (modify, view) Business Unit Dimension (view, control, modify)

Audit TrailsBusinessObjects Planning delivers a number of controls that allowadministrators to view variances between business unit and corporatenumbers and determine areas in need of investigation. The applicationprovides facilities to compare corporate numbers to divisional numbers andsurface exceptions based on a user-defined threshold. These Exceptionreports enable administrators to quickly identify and determine solutions tointegrity issues with the bank-wide model.

BusinessObjects Planning can deliver numerous audit reports that can, for example, provide detailed audits of all changes made to the system,reconciliation reports, and audit reports that can compare any two sets of data(target versus consolidated, plans consolidated one way versus another) andcalculate the difference between them. Additionally, reconciling andadjustment items can be created as adjustments without overwriting thesource data.

The applications transaction log keeps a record of all high-level user activity,including login, logout, object-creation, modification, deletion, and privilegemodification. The audit trail covers all information stored withinBusinessObjects Planning and can be configured to run at a specific time,allowing the administrator to use the audit trail at the appropriate, critical

junctures.

The transaction log can optionally keep track of detailed data changes.BusinessObjects Planning supports checked-out and active states of dataautomatically, providing two versions that users can compare. It also supportsreplicated data copying, which can be used to construct an arbitrary number

of named versions. The audit trail captures original data and new data. Thisinformation can be viewed using BusinessObjects Planning audit reports or loaded back into a view using the BusinessObjects Planning standard reportsuite.

Audit trails are physically stored in the database in separate tables. Thesetables can be queried using user-supplied reports or by reports supplied withthe product (Crystal Reports).


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ArchitectureHardware and software requirements 1


Workstation clientsWorkstation clients (sometimes referred to as fat, full, or thick clients) arethose that support the full BusinessObjects Planning Administrator and

BusinessObjects Planning Analyst Pro modules and the BusinessObjectsPlanning Excel Analyst.

BusinessObjects Planning Administrator and BusinessObjects PlanningAnalyst Pro

Client workstations that will be running BusinessObjects PlanningAdministrator or BusinessObjects Planning Analyst Pro require the followingminimum specifications:

Requirement Web/Workflow/Workforce Planning

CPU Pentium III-500 MHz (1 GHz or higher is recommended.)

RAM 128 MB(256 MB recommended)

Available Hard DriveSpace

20 MB

Display 1024 x 768 or higher

Operating System Windows 2000 or Windows XP (32 or 64-bit edition)Note: To access the Web application, the Windows XPInternet Connection Firewall must be turned off.

Other Adobe Reader Version 7 or higher

Microsoft Internet Explorer Version 5.5 or 6.0Sun JRE 5.0 Update 9(The Sun JRE is shipped on the BusinessObjects Planninginstallation CD in the Redistribute->JRE folder.)

Network Capacity Web client to Web server 28.8 KB/sec

Requirement Administrator/ Professional

CPU Pentium III 600 MHz (1 GHz or higher is recommended.)RAM 256 MB (1 GB or more is recommended.)

Available Hard Drive Space 100 MB


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ArchitectureHardware and software requirements1


Note: BusinessObjects Planning Administrator and BusinessObjectsPlanning Analyst Pro can be installed on a Citrix server (over Windows 2000Terminal Services or Windows Server 2003 Terminal Services) and can bespecifically configured for this environment.

BusinessObjects Planning Excel AnalystUsers wanting access to the grid-based and function-based BusinessObjectsPlanning Excel Analyst require a minimum of:

Note: The BusinessObjects Planning Excel Analyst can be installed on a

Citrix server (over Windows 2000 Terminal Services or Windows Server 2003Terminal Services) and can be specifically configured for this environment.

Operating System Windows 2000 or Windows XP (32 or 64-bit edition)

Other Microsoft Office 2000, XP, or 2003 (if spreadsheet interface isneeded)Oracle: Oracle ODBC 9.2.0.5 or higher is recommended.(Microsoft ODBC for Oracle is not supported.)SQL Server: Microsoft ODBC Driver

Network Capacity Workstation client to database server 256 KB/sec (10 MB/secis recommended.)

Requirement Administrator/ Professional

Requirement Excel Add-in

CPU Pentium III-500 MHz or higher

RAM 128 MB (256 MB or higher is recommended.)

Available HardDrive Space

50 MB

Display 1024 x 768 or higher

Operating System Windows 2000 or Windows XP (32 or 64-bit edition)

Other Microsoft Excel 2000, Excel XP, or Excel 2003Adobe Reader Version 7 or higher Microsoft Internet Explorer Version 5.5 or 6.0 is recommended.

Network Capacity Web client to Web server 28.8 KB/sec


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Server componentsThe server components provide request handling and processing for Webapplications. Machines that will be running these applications require thefollowing minimum specifications.

Application Server The following table lists the minimum hardware and software requirements for the Application Server:

Scheduler

The following table lists the minimum hardware and software requirements for BusinessObjects Planning Scheduler:

Requirement Application Server (for each 50 concurrent Web client users)

CPU Four 2.0 GHz or two 2.4 GHz

RAM 4 GBAvailable HardDrive Space

200 MB

Operating System Windows 2000 (If you are using more than 2 CPUs, you mustuse the server and not the workstation operating system.)Windows 2000 Advanced Server (recommended for large-scaledeployments)Windows Server 2003 (32 or 64-bit edition)Windows Server 2003, Enterprise Edition (32 or 64-bit edition)(recommended for large-scale deployments)

Other Software Oracle ODBC 9.2.0.5 or higher is recommended.(Microsoft ODBC for Oracle is not supported.)If you are using an Oracle database, you will also need toinstall an Oracle client.Oracle driver version 9.2.0.5.4 or higher is recommended.

Network Capacity Server to server 100 MB/secWeb client to server 28.8 KB/sec


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Web Gateway Server The following table lists the minimum hardware and software requirements for the Web Gateway Server:

Requirement Scheduler

CPU Pentium III-1.0 GHz

RAM 256 MB or higher Available HardDrive Space

300 MB

Operating System Windows 2000Windows Server 2003 (32 or 64-bit edition)

Other Software Oracle ODBC 9.2.0.5 or higher recommended.(Microsoft ODBC for Oracle is not supported.)If you are using an Oracle database, you will also need toinstall an Oracle client.


Requirement Web Server/Gateway Server (for each 500 concurrent Web Client users)

CPU Four 2.0 GHz or two 2.4 GHz

RAM 1 GB

Available HardDrive Space

100 MB


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Operating System Windows 2000 for IE 5.5 (IIS 5)

Windows Server 2003 (32 or 64-bit edition) (IIS 6)It is recommended that the latest security patches and servicepacks be applied.

Other Software IE 5.5 or 6.0 or MS XML Parser version 2.0 or greater .NET Framework version 2.0SSLIf Windows 2000 is installed, Windows Integrated Authenticationmust be disabled on the Web server for Sun VM support. If Windows Integrated Authentication is required then Windows2003 must be installed.


Requirement Web Server/Gateway Server (for each 500 concurrent Web Client users)


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IndexAabout

BusinessObjects Planning Excel Add-in 9BusinessObjects Planning Gateway 10BusinessObjects Planning Scheduler 11BusinessObjects Planning Server 10BusinessObjects Planning Web 9

BusinessObjects Planning webapplications 8, 9

BusinessObjects Planning Web Redirector 11BusinessObjects Planning web server

components 7, 9web servers 10

BBusinessObjects Planning Excel Add-in, about 9BusinessObjects Planning Gateway

about 10BusinessObjects Planning Scheduler

about 11BusinessObjects Planning Server

about 10BusinessObjects Planning web applications

about 8, 9BusinessObjects Planning Web Redirector

about 11BusinessObjects Planning web server components,

about 7, 9BusinessObjects Planning Web, about 9

Wweb server, about 10


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Date post:	07-Apr-2018
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BOPE 53 Architecture Guide En

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