Performance Management Setup and Administration

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Nov 20, 2013 (3 years and 6 months ago)

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Performance Management Setup and
Administration
BusinessObjects Enterprise XI Release 2
Windows and UNIX
setup.book Page 1 Thursday, October 20, 2005 3:54 PM
Patents Business Objects owns the following U.S. patents, which may cover products that are offered
and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and
6,289,352.
Trademarks Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are
trademarks or registered trademarks of Business Objects SA or its affiliated companies in the
United States and other countries. All other names mentioned herein may be trademarks of
their respective owners.
Copyright Copyright © 2005 Business Objects. All rights reserved.
Third-party
contributors
Business Objects products in this release may contain redistributions of software licensed
from third-party contributors. Some of these individual components may also be available
under 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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Peformance Management Setup and Administration 3
Contents
Chapter 1 Peformance Management Setup and Administration 7
About this online help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
About performance management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Troubleshooting starting performance management . . . . . . . . . . . . . . . . . . 9
Performance management servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Deploying performance management tools to your organization . . . . . . . . 12
Chapter 2 Connecting to the Performance Management Repository 15
Understanding the performance management repository . . . . . . . . . . . . . 17
Creating the performance management repository . . . . . . . . . . . . . . . . . . 19
Verifying the CMS authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Migrating a performance management repository . . . . . . . . . . . . . . . . . . . 23
Verifying the connection to the performance management repository . . . . 24
Chapter 3 Defining System Users 25
Defining the system user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Defining the Set analysis guest user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Defining the Initialization user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Chapter 4 Connecting to Universes 31
About metric universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Building metric universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Making metric universes available to users . . . . . . . . . . . . . . . . . . . . . . . . 34
Defining connections for universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Adding and updating universes for performance management . . . . . . . . . 35
Removing universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Viewing the metadata in universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
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Contents
4 Peformance Management Setup and Administration
Chapter 5 Managing Dimensions for Sliced Metrics 41
What are dimensions and sliced metrics? . . . . . . . . . . . . . . . . . . . . . . . . . .43
Where are dimensions defined? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Creating dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Editing dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Removing dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Defining individual security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Creating a sliced metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Chapter 6 Setting up Calendars 53
Viewing and modifying Calendar Properties . . . . . . . . . . . . . . . . . . . . . . . .55
Adding or editing calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Removing a calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Chapter 7 Applying Moving Averages 63
Index to the moving average calculations . . . . . . . . . . . . . . . . . . . . . . . . . .65
Associating moving averages to calendars . . . . . . . . . . . . . . . . . . . . . . . . .68
Removing moving averages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Chapter 8 Applying Difference Calculations 71
Index to the difference calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73
Associating differencing to calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Removing differencing transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Chapter 9 Applying Rollup 77
Index to the available rollup calculations . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Applying Rollup calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Removing rollup calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Chapter 10 Setting Options for the performance management server 83
Setting mail parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Specifying web parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86
Specifying General parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87
Specifying Scheduler parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
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Contents
Peformance Management Setup and Administration 5
Specifying Database parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Chapter 11 Customizing Templates for Rules 93
About rules and rule templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Creating and editing rules templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Duplicating rules templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Deleting rules templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Chapter 12 Defining templates for list generation 103
Defining list templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Duplicating list templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Deleting list templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Chapter 13 Activating Traces 111
Activating traces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Chapter 14 Setting Properties for Individual Profiler 115
Defining the Individual Profiler view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Chapter 15 Setting Caching Parameters 119
Specifying cache refresh and clean-up settings . . . . . . . . . . . . . . . . . . . . 121
Chapter 16 Checking Integrity and Cleanup 123
Checking system universe integrity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Checking the integrity of rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Checking the integrity of metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Checking the integrity of alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Checking the integrity of users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Checking the integrity of predictive analysis . . . . . . . . . . . . . . . . . . . . . . 130
Checking the integrity of scheduled programs . . . . . . . . . . . . . . . . . . . . . 130
Chapter 17 Setting Control Chart Sampling Parameters 133
Specifying samplings for control charts . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Editing samplings for control charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Removing a sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
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Contents
6 Peformance Management Setup and Administration
Chapter 18 Setting Control Chart Filter Parameters 139
Adding filters for control charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141
Editing filters for control charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142
Removing filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142
Chapter 19 Setting Control Chart Alarm Parameters 143
Adding alarms for control charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
Editing alarms for control charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
Removing alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146
Appendix A Terms and Concepts 149
Appendix B Business Objects Information Resources 197
Documentation and information services . . . . . . . . . . . . . . . . . . . . . . . . .198
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198
Customer support, consulting and training . . . . . . . . . . . . . . . . . . . . . . . .199
Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201
Index 203
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chapter
Performance Management Setup and Administration Online Help
Peformance Management
Setup and Administration
1
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Peformance Management Setup and Administration
About this online help
1
8 Peformance Management Setup and Administration
About this online help
This online help provides information on how to setup the deployment of
performance management products so that users across your deployment
can analyze and track key business indicators using dashboards, analytics,
and alerts.
Who should use this online help
This online help is designed for administrators who set up and administer
performance management. It tells you how to deploy performance
management tools and corporate data sources, and how to track usage of the
performance management system
Other Business Objects information resources
Business Objects offers a full documentation set covering its products and
their deployment. Support, training, and consulting services are also available
to help maximize the return on your business intelligence investment.
To access the Business Objects online documentation and find out about
customer support, our training offerings, and consulting services, go to
Business Objects Information Resources.
Acknowledgements
Patents
Business Objects owns the following U.S. patents, which may cover products
that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1,
6,578,027 B2, 6,490,593 and 6,289,352.
Trademarks
Business Objects, the Business Objects logo, Crystal Reports, and Crystal
Enterprise are trademarks or registered trademarks of Business Objects SA
or its affiliated companies in the United States and other countries. All other
names mentioned herein may be trademarks of their respective owners.
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Peformance Management Setup and Administration
About performance management
1
Peformance Management Setup and Administration 9
Copyright
Copyright © 2005 Business Objects. All rights reserved.
About performance management
BusinessObjects Enterprise performance management helps organizations
align with strategy by tracking and analyzing key business metrics and goals
via management dashboards, scorecards, and alerting.
Performance management lets you set goals around metrics and assign
those goals to users or groups of users. Groups across the organization can
analyze the information relevant to their business objectives, collaborate with
other stakeholders, and take recommended actions.
Troubleshooting starting performance
management
If, when you launch performance management, you receive an error message
saying that you cannot connect to performance management, this may mean
one of the following:

some of the performance management servers are stopped or disabled

the Initialization User that creates the performance management server
proxies may be defined inconsistently in the CMS, InfoView, and the
InitConfig.properties
file.
X To verify performance management servers
1.Log into the Central Management Console (CMC), and then click
Servers.
2.Verify that all the performance management servers are started.
3.If a server is not running, select the check box next to the server name,
and then click Start.
For a list of the performance management servers, refer to Performance
management servers.
4.Make sure that all servers are enabled.
If a server is not enabled, select the check box next to the server name,
and then click Enable.
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Peformance Management Setup and Administration
Troubleshooting starting performance management
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10 Peformance Management Setup and Administration
X To verify the Initialization User
1.On your performance management server, open the
InitConfig.properties
file and verify that the Initialization user name
and password match those in the CMS.
This file is at:
<InstallDir>\Program Files\Business Objects\performance
management 11.5
The strings to search for are:

initialization.User=

initialization.Password=
2.Log into InfoView, and then click the Preferences button on the InfoView
toolbar.
3.Click the Performance Management tab, and then check the name of
the initialization logon user in the Change initialization logon user
section is the same as the user name specified in the
InitConfig.properties
file.
4.Log into the Log into the Central Management Console (CMC), and then
click Users.
5.Check that the user defined in the
InitConfig.properties
is listed
among the users.
6.From the CMC home page, click Settings > Rights and check that the
initialization user has the appropriate rights.
Note: For security reasons, it is recommended that you do not provide a
real user ID for the initialization user. The default user ID is PMUser.
You need to restart the performance management servers.
7.On the server machine click Start > Programs > BusinessObjects XI
Release 2 > BusinessObjects Enterprise > Central Configuration
Manager, and then restart all servers.
Note: If you are using performance management from a client machine
(that is, a different desktop computer than where the performance
management server is installed), you need to restart your computer.
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Peformance Management Setup and Administration
Performance management servers
1
Peformance Management Setup and Administration 11
Performance management servers
The following table provides a description of each performance management
server:
Server name
Service
Description
AADashboard Dashboard engine Renders the performance
management Corporate Tiered
Dashboards that users create
using Dashboard Manager
AAAnalytics Analytics server Renders the performance
management analytics by
querying the metrics metadata
and then generating the
desired visualization in the
format of the selected analytic.
AAMetrics Metrics engine Works like an ETL tool to
extract each metric value,
aggregate it, and then load it
into the metadata layer on the
performance management
repository.
AAIProfiler Individual Profiler
engine
Used by Individual Profiler.
For more information, go to
Setup > Parameters >
Individual Profiler and then
click Help on the Services bar.
AARepomgt Repository manager Manages the performance
management repository –
including user security and
privileges, updates to the
system parameters, and
writing new metrics and rules
back to the repository.
AARules Rules engine Evaluates conditions placed
against metrics, goals, sets
and then outputs sending
events to other components
AAQueryManager Set Analysis query
manager
Performs Set Analysis queries
and builds and processes sets.
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Peformance Management Setup and Administration
Deploying performance management tools to your organization
1
12 Peformance Management Setup and Administration
Deploying performance management tools to
your organization
Before users in your organization can start working with performance
management, you need to do the following tasks:
Mandatory tasks

Create the performance management repository – the performance
management repository stores the metrics, goals, and calendars
leveraged across your deployment.
Go to: Connecting to the Performance Management Repository.

Define the system users – these user accounts initialize the performance
management servers and enable the performance management
application engines.
Go to: Defining System Users.

Connect to a universe – universes provide the semantic layer that maps
familiar business terms to your corporate data sources.
Go to: Connecting to Universes
Note: Users can also define metrics manually. To find out how to do this,
click Dashboard Manager > Metrics then click the Help button on the
Services bar.
Go to: Connecting to Universes.
AASPC SPC engine Used by Process Analysis.
Note: The SPC alerts are
actioned upon and handled by
AARules
PAServer Predictive Analysis
mining engine
Used by Predictive Analysis.
For more information, go to
Performance Management >
Predictive Analysis and then
click Help on the Services bar
Server name
Service
Description
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Peformance Management Setup and Administration
Deploying performance management tools to your organization
1
Peformance Management Setup and Administration 13

Define calendars – the calendar time periods you define are used to build
the aggregated measure results for metrics over time. This allows users
to perform time-series analysis on KPIs. You can create standard
calendars or import custom calendars adapted to your business
processes.
Go to: Setting up Calendars.
Optional tasks
For more powerful analysis, you can also:

Associate users to dimensions – this lets users analyze sliced metrics,
where the value for the metric is broken down by the values on a
dimension, and lets you secure dimensions by granting access to slices
to users, so that specific users can only see results for certain slices.
For example, you could select the [Sales] metric and slice it by the
[Region] dimension in order to analyze sales per region. You could then
secure the [Region] dimension so that users working in a specific
regional sales office could only see sales results for their region.
Go to: Managing Dimensions for Sliced Metrics.

Apply statistical calculations such as moving average, difference, or
rollup to selected calendars – this can be used for smoothing and
aggregating time-series.
Go to: Applying Moving Averages, Applying Difference Calculations,
Applying Rollup.
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Peformance Management Setup and Administration
Deploying performance management tools to your organization
1
14 Peformance Management Setup and Administration
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chapter
Performance Management Setup and Administration Online Help
Connecting to the
Performance Management
Repository
2
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Connecting to the Performance Management Repository
2
16 Peformance Management Setup and Administration
The performance management repository is organized as follows:

Dashboard Manager and Performance Manager tables – store the
metrics, rules, calendars used by Dashboard Manager and the goals and
target values used by Performance Manager.

Set Analysis tables – store the sets for the segmentation engine used by
Set Analysis.
Note: If this is the first time you have installed performance management,
you need to create the performance management repository before users can
start to work with performance management products.
Related topics:

Understanding the performance management repository

Creating the performance management repository

Migrating a performance management repository
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Connecting to the Performance Management Repository
Understanding the performance management repository
2
Peformance Management Setup and Administration 17
Understanding the performance
management repository
A performance management deployment includes two repositories:

The CMS database – stores user security information, documents, and
the semantic layer that maps to your corporate data sources (such as,
metrics universes and business views).

The performance management repository – stores the metrics,
calendars, goals, and sets specific to performance management.
Note: In previous performance management versions, the performance
management repository was called the Application Foundation repository (or
AF Repo). In Application Foundation 6.x versions and earlier, the equivalent
to the CMS was the BusinessObjects repository.
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Connecting to the Performance Management Repository
Understanding the performance management repository
2
18 Peformance Management Setup and Administration
The system tables stored in the repository
The performance management repository stores information used in various
groups of tables used by different performance management applications:

Tables with the
ci_
prefix store the metrics, rules, calendars used by
Dashboard Manager.
For example:
ci_probe_value
Note: Each time users refresh a metric in Dashboard Manager,
performance management retrieves the data from the universe or manual
metrics data source, calculates the values according to the calendar
period you defined, and writes those values to the performance
management repository.

Tables with the
ipm_
prefix store the metadata related to publishing, next
actions, and strategy builder used by Performance Manager.
For example:
ipm_analytic

Tables with the
set_
prefix store sets used in Set Analysis.
For example:
set_sig_field
Related topics:

Creating the performance management repository

Deploying the system tables
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Connecting to the Performance Management Repository
Creating the performance management repository
2
Peformance Management Setup and Administration 19
Creating the performance management
repository
When you install performance management, you need to:

create a connection to the target database you selected for the
performance management repository
Go to: Connecting the performance management repository

deploy the system tables to the performance management repository so
that users can start to use performance management products
Go to: Deploying the system tables
Note: The Total Electronics demo database is designed to accompany
the sample dashboards shipped with performance management. We
recommend that you do not use this demo database as the basis of your
corporate performance management repository.

verify the options, such as encoding, applied to the new performance
management repository
Go to: Verifying the performance management repository options
Note: To create the performance management repository, and to make any
modifications in performance management setup you need to be logged into
InfoView as Administrator.
Connecting the performance management repository
If this is the first time you have installed performance management, you need
to create a connection to the database on which you want to store the
performance management repository. You do this using BusinessObjects
Designer.
Note: If you are upgrading from a previous performance management
version, see Migrating a performance management repository.
X To create a connection for the performance management repository
1.From a desktop machine where BusinessObjects Designer is installed,
launch Designer.
2.From the Connections list, select Tools > Connections, then click Add.
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Connecting to the Performance Management Repository
Creating the performance management repository
2
20 Peformance Management Setup and Administration
3.Follow the instructions in the New Connection Wizard.
For full information, click the Help button in Designer and refer to the
online help section Working with Connections.
4.To verify the connection, see Verifying the connection to the performance
management repository.
Related topics:

Deploying the system tables
Deploying the system tables
You need to deploy the system tables to the target database you have chosen
for the performance management repository.
Note: You need to define a connection to the target database before you can
deploy the system tables. If you have not already done so, see Connecting
the performance management repository.
X To deploy the system tables using performance management setup
1.In performance management Setup, click System Setup > Repository.
2.In the Repository Information display section, click the drop-down
arrow next to Connection name.
3.Select the target database from the drop-down list.
The System Tables Management display section advises you whether
the system tables have been installed or not. If an earlier version of the
product has been installed, the module detects it and suggests an
upgrade. To upgrade the repository, click Upgrade.
4.The repository creation script runs.
5.The next steps depends on whether you want to deploy the system tables
via performance management or via an external application:

To deploy the tables now, click OK.

To deploy the system tables via an external application, click Select
All, and then copy and paste the script into the external application.
6.Log off InfoView, and then restart all servers using the Central
Configuration Manager (CCM).
Related topics:

Verifying the performance management repository options
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Connecting to the Performance Management Repository
Creating the performance management repository
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Peformance Management Setup and Administration 21
Verifying the performance management repository
options
The repository options let you specify settings optimized for the type of
database you are using for the performance management repository. You can
view the options applied to the repository and change the options if
necessary.
X To verify the options applied to the performance management
repository
1.Make sure you are on the Setup > Repository page.
2.Click View Options...
The selected encoding appears in the Encoding box.
Encoding can be set while defining the connection to the repository (see
Connecting the performance management repository) and also during
the repository creation (see Creating the performance management
repository).
Note: By default, the encoding for performance management is Unicode
(UTF-8). For encoding other than Unicode (UTF-8), the database and the
processes go through a convertor, so performance is slower.
3.To change the encoding, click the arrow next to the Encoding box, and
select the appropriate encoding from the list.
Note: For certain databases, the following Advanced Options are
activated. These options let you to customize your repository
environment:

Tablespace

Index Post Script

Numeric Keys Precision

Use Long Integer Fields
Related topics:

Verifying the connection to the performance management repository
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Connecting to the Performance Management Repository
Verifying the CMS authentication
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22 Peformance Management Setup and Administration
Verifying the CMS authentication
Access to the performance management setup features is authenticated
against the Central Management Server (CMS). The CMS controls security,
such as which users or groups have access to which dashboards.
There are several types of authentication for BusinessObjects Enterprise and
performance management:

Enterprise – the system default authentication. This is recommended if
you prefer to create distinct accounts and groups for use with
BusinessObjects Enterprise, or if you have not already set up a hierarchy
of users and groups in a Windows NT user database, an LDAP directory
server, or a Windows AD server.

LDAP – Lightweight Directory Access Protocol. This is recommended if
you want to integrate performance management authentication with a
single list of authorized users and passwords for your enterprise web,
email, and file-sharing servers.

Windows NT or Windows AD – You can also use Windows NT
authentication (for Microsoft Windows NT) or Windows AD authentication
(for Windows 2000).
You can verify the CMS authentication and change the authentication, if you
wish.
You can also point your performance management server to a different CMS.
This is particularly useful if your deployment includes multiple CMS
databases used for different environments. For example, you may have one
CMS for your development environment and another CMS for your production
environment.
Tip: For information on how to setup CMS authentication, refer to the
BusinessObjects EnterpriseXI Release 2Administrator's Guide available at:
http://support.businessobjects.com/documentation.
Note: To modify the performance management setup you need to be logged
into InfoView as Administrator.
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Migrating a performance management repository
2
Peformance Management Setup and Administration 23
X To verify or change the CMS authentication
1.Click Performance Management > Setup > Repository.
The name of the web server where the CMS is installed appears by
default in the CMS Name box.
2.If you want to redirect to another CMS, type the name of the CMS
<server_name>.<server_domain>
For example:
myserver.marketing.mycompany.com
The authentication appears in the Authentication box.
3.If you want to select a different authentication, click the arrow next to the
Authentication box and select the type of authentication you want from
the list.
Related topics:

Verifying the connection to the performance management repository
Migrating a performance management
repository
You can migrate the performance management repository from a different
environment or from a previous version. The following table tells you which
white paper or guide provides information on each of the possible migration
paths:
Tip: All documentation is in Adobe PDF format and available at: http://
support.businessobjects.com/documentation.
Related topics:

Verifying the connection to the performance management repository

Creating the performance management repository
Migration path
Documentation
a test environment to a production
environment
BusinessObjects Enterprise XI R2
Administrator’s Guide
Application Foundation 6.5.x to
Performance Management XI R2
BusinessObjects 6 to XI Release 2
Migration Guide
Performance Management XI to
Performance Management XI R2
BusinessObjects Enterprise XI R2
Installation Guide
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Connecting to the Performance Management Repository
Verifying the connection to the performance management repository
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24 Peformance Management Setup and Administration
Verifying the connection to the performance
management repository
You can verify the connection to the repository in the performance
management Setup pages.
Note: If this is the first time you have installed performance management, go
directly to Connecting the performance management repository.
X To verify the connection
1.Click Performance Management > Setup > Repository.
2.In the Repository Information display section, click Check.
If there is a problem with the connection, an error message provides
details.
Related topics:

Creating the performance management repository

Migrating a performance management repository

Verifying the CMS authentication
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Performance Management Setup and Administration Online Help
Defining System Users
3
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Defining System Users
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26 Peformance Management Setup and Administration
Before users in your organization can use performance management
products, you need to specify some system users on the performance
management Setup pages. These users initialize the performance
management servers and enable the engines for Performance Manager and
Set Analysis:

System user – enables the Performance Manager engine.

Set Analysis guest user – enables the Set Analysis engine.

Initialization user – initializes the performance management servers and
creates the server proxies that are cached in the Java application server.
Note: To modify these users defined in performance management Setup you
need to be logged into InfoView as Administrator.
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Defining System Users
Defining the system user
3
Peformance Management Setup and Administration 27
Defining the system user
Specifying a system user enables the Performance Manager engine, which is
necessary for end users to use goals.
Note: The System User must have Administrator rights specified in the
Central Management Console (CMC). For information on how to set security
rights for performance management, see the BusinessObjects Enterprise XI
Release 2 Administrator’s Guide.
X To define a system user
1.In performance management Setup, click System Setup > System
User.
2.In the System User display section, type Administrator in the User
Name box.
3.In the Password box, type the password.
By default, there is no password for Administrator. It is strongly
recommended that you define a password for the Administrator user. For
information on how to do this, see the BusinessObjects Enterprise XI
Release 2 Administrator’s Guide.
4.To verify that the user is recognized by the CMC as a user with
administrator rights, click Check.
Note: If an enterprise authentication error appears, this means that the
user name you entered does not have Administrator rights allocated to it
in the CMC (Central Management Console). If this is the case, you need
to either launch the CMC and modify the security profile of the user you
typed or you need to type in a different user name that already has
administrator rights in the CMC as the System User.
5.To save the new user, click Apply.
Related topics:

Defining the Set analysis guest user

Defining the Initialization user
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Defining the Set analysis guest user
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28 Peformance Management Setup and Administration
Defining the Set analysis guest user
Typically, only a small number of users in your deployment create sets. Most
users simply use existing sets to build metrics when they use Dashboard
Manager.
Specifying a Set Analysis guest user enables all valid performance
management users to use sets. End users who do not have a profile to create
sets automatically borrow the Set Analysis guest user profile when they log
into performance management, so that they can visualize sets for metric
creation and analysis.
Note: Before you can define the Set Analysis guest user, you need to create
a user in the CMS (Central Management Server) that has all of the Set
Analysis features enabled. You do this in the CMC (Central Management
Console). For information on how to do this, refer to the BusinessObjects
Enterprise XI Release 2 Administrator’s Guide. You need to then create the
same user in Set Architect (the Windows setup application designed for Set
Analysis.) For information on how to setup the Set Analysis guest user in
Architect, launch Architect and then refer to the online help.
X To define the Set Analysis guest user in performance management
setup
1.Verify that the Set Analysis guest user exists on the CMS and has all the
Set Analysis features enabled.
2.Verify that the same Set Analysis guest user is defined in Architect.
3.In performance management Setup, click System Setup > System
User.
4.In the Set Analyzer Guest User display section, type the guest user
name in the User Name box.
Note: The Set Analysis guest user you type here must also be setup as
a guest user in Architect.
5.To verify that the user is a known user, click Check.
Note: If an enterprise authentication error appears, this means that the
user name you entered is not registered as a guest user in Architect. If
this is the case, you need to launch Architect and create a guest user.
6.To save the new user, click Apply.
Related topics:

Defining the system user

Defining the Initialization user
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Defining System Users
Defining the Initialization user
3
Peformance Management Setup and Administration 29
Defining the Initialization user
Specifying the Initialization User allows performance management to initialize
the performance management servers and create the proxies in the server
cache.
Note: For security reasons, it is recommended that you do not allocate
Administrator rights to the Initialization user and that you do not re-use a real
user profile. The default user ID is PMUser, defined as a member of the
Everyone user group.
X To define an Initialization user
1.In performance management Setup, click System Setup > System
User.
2.In the Initialization User display section, type in a valid user in the User
Name box.
3.In the Password box, type the password.
4.To verify that the user is recognized by the CMS as a user with
performance management rights, click Check.
Note: If an enterprise authentication error appears, this means that the
user name you entered does not exist in the CMS (Central Management
Server). If this is the case, you need to launch the CMC (Central
Management Console), create the user, and assign that user Everyone
rights. You can then return to step 1, above.
5.To save the new user, click Apply.
Related topics:

Defining the system user

Defining the Set analysis guest user
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Defining the Initialization user
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30 Peformance Management Setup and Administration
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Performance Management Setup and Administration Online Help
Connecting to Universes
4
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Connecting to Universes
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32 Peformance Management Setup and Administration
The data for metrics can be supplied from metric universes built using
Designer or from data entered manually using Dashboard Manager.
This section of the online help gives you information on:

About metric universes

Making metric universes available to users
Tip: For information about entering metrics manually, click Performance
Management > Dashboard Manager and then click the Help button to
launch the Dashboard Manager online help.
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Connecting to Universes
About metric universes
4
Peformance Management Setup and Administration 33
About metric universes
Metric universes contain the metrics and goals used by performance
management users across your deployment. When you design universes for
use with performance management, you need to follow specific design
guidelines in order to generate metrics.
For example, metric universes include a time parameter that allows users to
associate values of a specific calendar to the metric they want to analyze. To
create this parameter, a query condition needs to be defined on a date object.
Each time a metric is refreshed, the metric values for the selected calendar
are stored in the performance management repository. This lets users
analyze metrics over time, and so perform time-series analysis on KPIs.
For more information about the performance management repository, see
Understanding the performance management repository.
Note: On metric universes, aggregates do not need to be defined for
measures at the universe level. This lets users apply different aggregate
calculations when they build metrics on those measures in Dashboard
Manager. However, if you select a metric universe to build an ad hoc query,
using Web Intelligence for example, measures will be aggregated at the
report level and thus slow down the query run time.
Related topics:

Building metric universes

Making metric universes available to users
Building metric universes
You build metric universes using Designer. For step-by-step information on
how to build universes and metrics universes see the Designer’s Guide.
Tip: Business Objects documentation, including this guide, is available at:
http://support.businessobjects.com/documentation.
Related topics:

About metric universes

Making metric universes available to users
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Making metric universes available to users
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34 Peformance Management Setup and Administration
Making metric universes available to users
Once you have a universe defined in Designer, you need to make the
universe available to performance management users by following these
steps:

export the universe to the CMS (Central Management Server)
For step-by-step information on how to export universes see the
Designer’s Guide at: http://support.businessobjects.com/documentation.

add the universe to the performance management repository
Got to: Adding and updating universes for performance management
Note: You build metric universes using Designer. For step-by-step
information on how to do this, see the Designer’s Guide. Business Objects
documentation, including this guide, is available at: http://
support.businessobjects.com/documentation.
Defining connections for universes
A universe is the semantic layer that maps familiar business terms to table
structures in a database. Universes are used by performance management
users to select source data for metrics and analytics.
In order for data to be retrieved for metrics and analytics, a connection to the
specific database upon which the universe is mapped needs to be defined.
This is done using Designer. For step-by-step information on how to specify
connections for universes see the Designer’s Guide.
Tip: Business Objects documentation, including this guide, is available at:
http://support.businessobjects.com/documentation.
Related topics:

About metric universes

Building metric universes

Making metric universes available to users
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Connecting to Universes
Adding and updating universes for performance management
4
Peformance Management Setup and Administration 35
Adding and updating universes for
performance management
Universes are used by performance management users to select source data
for metrics and analytics. To make a new universe available to end users, you
need to add the universe to the performance management repository.
When you add a universe, certain elements that performance management
products need on how to build the SQL for the metrics are pulled out of the
system database and stored on the performance management repository in
the following
ci_
system tables:

ci_source
– contains the reference to the universe name

ci_subject
– contains the class names

ci_variable
– contains the names of the objects

ci_condition
– contains the conditions (or query filters)
X To add a universe
1.In performance management Setup, click System Setup > Universes.
2.Click Add Universe...
3.To refresh the list of available universes, click the Refresh icon next to
the Measure Universe list box.
The name of the universe and the name of the folder where the universe
is located appear in the Name and Folder boxes.
4.Click the arrow next to the Connection box and select the connection for
the universe from the list.
For information on defining connections, see Defining connections for
universes.
5.Click OK.
A message appears confirming that the universe has been added
successfully.
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Connecting to Universes
Removing universes
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36 Peformance Management Setup and Administration
X To update a universe
1.In performance management Setup, click System Setup > Universes.
2.In the Universe Definition display section, select the universe you want
to update.
3.If there are analytics based on the metrics using the selected universe,
checking Update Metrics and Control Charts Definitions will force the
update of the SQL definitions of each metric according to the latest
universe definition. Not checking this option means that all metrics
properties will be updated except for the SQL definitions.
When this option is checked and you update a universe, all the analytical
and metrics based on the selected universe will be updated to reflect the
new definition of the universe.
4.Click Update
The information on the universe in the performance management
repository is updated.
Removing universes
You can remove universes from the performance management repository.
Note: If you have metrics or goals based on a universe you want to delete, a
message is displayed proposing to remove these metrics and goals along
with the universe itself.
X To remove a universe
1.In performance management Setup, click System Setup > Universes.
2.In the Universe Definition display section, select the universe you want
to remove.
3.Click Remove Universe...
4.The next step depends on whether there are any metrics on the
performance management deployment that reference the selected
universe. If your universe is referenced by metrics and goals, a message
is displayed proposing to remove these metrics and goals along with the
universe itself.
5.If no warning message appears, click OK.
The universe is removed from the performance management repository.
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Connecting to Universes
Viewing the metadata in universes
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Peformance Management Setup and Administration 37
Viewing the metadata in universes
You can view the objects, sets, and filters on metrics universes once you have
pushed the universe to the performance management repository. This is
useful to check that any changes you have made to a universe are reflected
in the version of the universe on the performance management repository.
You can:

view the measures and dimensions – to verify the SQL for the measures
on universes

view the conditions and subsets – to see the descriptions of conditions
(or query filters) and subsets
Note: If you notice anything incorrect, you can open the universe using
Designer, and then make the necessary corrections. Information on how to do
this is provided in the Designer’s Guide at http://
support.businessobjects.com/documentation.
X To view the measures and dimensions
1.In performance management Setup, click System Setup > Universes.
2.In the Universe Edit display section, select the universe you want to
verify.
3.The next step depends on what type of objects you want to view on the
universe:

If you want to view metadata for measures and dimensions, click the
Measures and Dimensions radio button.

If you want to view conditions (query filters) or subsets, click the
Conditions and Subsets radio button.
The objects on the selected universe appear in the Available objects
list.
4.To view details of an object, select the object in the Available objects
list.
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Viewing the metadata in universes
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38 Peformance Management Setup and Administration
The following information appears:
Field
Description
Temporal If the value here is “Yes” this means that the selected
dimension or measure is set-based. A temporal measure is
a measure that can be used against time based sets, as
well as static sets and enterprise calculations.
For example: to calculate average time in the set.
Appear in
list
If the value is “Yes” this means that the selected dimension
or measure is set-based and can be used in a list.
Note: In order for an object to be made available for a list,
the
LIST=N
tag needs to be typed into the Description
field of the object properties dialog box, using Designer.
Objects that have a lot of data associated with them may
not be suitable for use in lists, since lists can be very long
and take time to generate.
Note: For more information about designing universes,
see the Designer’s Guide at: http://
support.businessobjects.com/documentation.
Format Provides the number format for the metric as defined for
the measure at the universe level, using Designer
Aggregation Provides the aggregation function applied to the object at
the universe level, using Designer. For example: SUM,
MIN, and so on.
The aggregation functions applied to the selected object
depend on your source database. To see the aggregation
calculations applied, view the
ci_aggre
table on the
performance management repository. This table lists all the
aggregation functions you can use and gives their help
function.
For detailed information on each aggregation function,
click Performance Management > Dashboard Manager,
then click the Help button and refer to the section about
functions in the online help.
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Viewing the metadata in universes
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Peformance Management Setup and Administration 39
Related topics:

About metric universes

Building metric universes
Description When the selected measure or dimension has information
entered into the description field at the universe level, this
appears here.
When designing universes for performance
management, the object Description field can be used
to inform the performance management server that an
object has an aggregate function applied to it at the
universe level. This prevents users from being able to
select an additional aggregate function when they build
metrics on that object using Dashboard Manager. For
information about designing universes for performance
management, see the Designer’s Guide at: http://
support.businessobjects.com/documentation.
SQL The SQL select statement used to retrieve the data for the
measure from the database.
Field
Description
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40 Peformance Management Setup and Administration
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Performance Management Setup and Administration Online Help
Managing Dimensions for
Sliced Metrics
5
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Managing Dimensions for Sliced Metrics
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42 Peformance Management Setup and Administration
Dimensions enable you to create sliced, or dimensioned metrics. A metric is
sliced when it is divided into separate slices of data to enable a more detailed
analysis. For example, a Sales Revenue metric could be sliced by the
Country dimension, so that the revenue can be analyzed by individual
countries, allowing users to drill down and obtain additional information about
the country that pertains to their task.

What are dimensions and sliced metrics?

Where are dimensions defined?

Creating dimensions

Removing dimensions

Defining individual security

Creating a sliced metric
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Managing Dimensions for Sliced Metrics
What are dimensions and sliced metrics?
5
Peformance Management Setup and Administration 43
What are dimensions and sliced metrics?
A slice of data is obtained by applying a dimension to a metric. When you
refresh a sliced metric, a value is calculated for each distinct value of the
associated dimension. For example, when you refresh the Sales Revenue
sliced by the Country dimension, sales revenue is calculated and returned for
each country in the metric universe.
Metrics can be sliced on different dimensions for display or security reasons.
For example, a large organization may slice a metric and restrict access to
specific slices, so that employees can only view data related to their specific
activity. The organization may apply an additional slice to the metric for
geographical area, so that employees can only view data related to their
specific region. The result is a single metric with two slices, whose refresh
returns different data depending on the activity and geographical location of
the employee.
Sliced metrics allow users to drill down on individual segments of data,
providing them with a more detailed look at the data that interests them.
Related topics:

Where are dimensions defined?

Defining individual security

Creating a sliced metric
Access restrictions on sliced metrics
Dimensions can be associated with specific user profiles so that users can
only view certain slices of data. This could be useful in an extranet situation,
or when different departments in a company need to see different slices of a
specific metric by product line, or region, for example.
Refer to Editing a user association for details on defining access restrictions.
Related topics:

Where are dimensions defined?

Defining individual security

Creating a sliced metric
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Managing Dimensions for Sliced Metrics
Where are dimensions defined?
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44 Peformance Management Setup and Administration
Where are dimensions defined?
Before you create a sliced metric, you must define dimensions in the metric
universe using Designer. When you create a sliced metric by applying a
dimension to a metric, the total value of the metric is calculated, plus an
individual value for each slice (for each dimension value).
Tip: For information on defining dimensions on universes see the Designer’s
Guide available at: http://support.businessobjects.com/documentation.
When a sliced metric is calculated, two SQL statements are executed: one for
the all value (the total value of all slices of the metric), and one that includes a
GROUP BY statement based on the dimension that returns a distinct result
for each slice (for each value of the dimension object).
For example, if you create a dimension object for product line on the Revenue
metric, refreshing the metric will execute one SQL statement to calculate total
revenue, and one SQL statement with a GROUP BY statement on the
product line object, which will return revenue for each product line.
The slice values are written to the Performance Management repository:
Note: Since values are returned for each slice and stored in the performance
management repository, Business Objects does not recommend creating a
sliced metric on a dimension that has a large number of distinct values.
Table in the Performance
Management repository
Information stored about sliced
dimensions
ci_probe_dim
stores the name and description of the sliced
dimension.
ci_probe_dim_value
stores the list of slices generated for the
dimension. Each row returned corresponds to
an individual slice and is allocated an ID. An
additional row is returned whose ID is 0 and
whose value corresponds to the all value of
the metric.
ci_probe_value
stores the actual value of the metric for each
distinct slice for the defined time period. Note
that no row is created for a slice that returns no
data.
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Managing Dimensions for Sliced Metrics
Creating dimensions
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Peformance Management Setup and Administration 45
A dimension for use on a metric is typically built using two dimensions defined
in the universe:

dimension code: a short name used for the GROUP BY clause and joins

dimension description: the long name used in displaying the slice
Related topics:

Creating dimensions

Removing dimensions

Defining individual security

Creating a sliced metric
Creating dimensions
Before you define a dimension on the Dimensions page of System Setup, you
must:

create a dimension object on the metric universe in Designer

save and export the metric universe

update the metric universe in the Setup > System Setup > Repository
page
Note: Since values are returned for each slice and stored in the performance
management repository, Business Objects does not recommend creating a
sliced metric on a dimension that has a large number of distinct values.
X To create a dimension
1.In performance management Setup, click System Setup > Dimensions.
2.Click Add.
The Create Dimension window appears.
3.Enter a name for the new dimension.
4.Optionally, click Yes, I want to create sliced metrics on this
dimension. to define the sliced metric for the new dimension. If you
select this option, define the following:

Subject Area: select a data source from the list.

Object for dimension name: select the universe object that will be
used to create the dimension name. This is typically a long name that
will help you identify the individual slices.
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Creating dimensions
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46 Peformance Management Setup and Administration

Object for dimension code: select the universe object that will be
used to create the dimension code. This is typically a numeric key or
shortened name used for the group by and joins.

Global slice name: create the name that will refer to the set of all
slices of the metric (for example, if you are slicing on regions, you
may name the global slice All Regions).
5.Click Next.
6.Click Refresh to list all the slices in your dimension.
The slice names and slice codes are listed.
7.Optionally, change the name of the dimension.
The name field is editable in this screen.
8.Click Next.
In the next screen, you have the option of creating an association for the
dimension. An association dictates which users can access which slices.
You can use an association to personalize the content of an analytic (to
show only the data that interests the user) or to secure sliced metrics (by
limiting the data that different users or groups of users can access). Refer
to Choosing an association option for details.
Choosing an association option
An association dictates which users can access which slices. You can use an
association to personalize the content of an analytic (to show only the data
that interests the user) or to secure sliced metrics (by limiting the data that
different users or groups of users can access). The available options for
choosing an association are:

None for now – allows you to create slices and associate them to users
at a later time.

Manually, by importing users from the Business Objects repository
– allows you to search for users in the repository
Go to: Securing dimensions by importing users from the Business
Objects repository

Read from a database – allows you to import users from a Business
Objects universe (a database).
Go to: Securing dimensions by importing users from a universe
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Creating dimensions
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Peformance Management Setup and Administration 47
Securing dimensions by importing users from the Business Objects
repository
X To import users manually from the Business Objects repository
1.Enter characters in the Search box and click Go.
2.From the list of Available Users resulting from the search, select the
users for which you want to create an association, and use the arrows to
enter them into the list of Select Users.
3.Repeat steps 1 and 2 until you have constructed a list of users.
4.Click Next.
5.One at a time, for each user in the list of Available Users (defined in the
previous screen), click the Visible box next to the slice name to select the
slices that will be visible to the user. Optionally, check Select All Values
to check the visible box for all slices. Note that the global slice counts as
a separate slice.
6.One at a time, for each user in the list of Available Users (defined in the
previous screen), click the Default button next to the slice that will be the
default slice for the user.
Related topics:

Choosing an association option

Securing dimensions by importing users from a universe
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Editing dimensions
5
48 Peformance Management Setup and Administration
Securing dimensions by importing users from a universe
X To import users from a universe
1.Select the universe containing user information from the list (click
Refresh to refresh the list of available databases).
2.In the Object for user name list, select the universe object (the database
column) that contains the user name.
3.In the Object for dimension name list, select the universe object that
will be used to define the dimension name.
4.In the Object for dimension code list, select the universe object that will
be used to define the dimension code.
5.Click End, or alternatively, click Previous to return to earlier screens or
Cancel to cancel the dimension creation.
Related topics:

Choosing an association option

Securing dimensions by importing users from the Business Objects
repository
Editing dimensions
You can edit the definition of a dimension, or simply edit the user association
of a dimension (refer to Editing a user association).
X To edit a dimension
1.In performance management Setup, click System Setup > Dimensions.
2.Select a dimension from the list and click Edit.
The Update Dimension window appears.
3.You may modify the dimension name and the global slice name. All other
boxes are grayed out.
4.Click Next.
5.You may click Refresh to list all the slices in your dimension, or change
the name of the dimension.
The slice name sand slice codes are listed.
6.Click Next.
In the next screen, you have the option of editing the association defined
for the dimension. An association dictates which users can access which
slices. You can use an association to personalize the content of an
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Editing dimensions
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Peformance Management Setup and Administration 49
analytic (to show only the data that interests the user) or to secure sliced
metrics (by limiting the data that different users or groups of users can
access).
7.Choose an association option.
An association dictates which users can access which slices. You can
use an association to personalize the content of an analytic (to show only
the data that interests the user) or to secure sliced metrics (by limiting the
data that different users or groups of users can access). Refer to
Choosing an association option for a description of the available options.
8.Click End, or alternatively, click Previous to return to earlier screens or
Cancel to cancel the dimension edit.
Editing a user association
An association dictates which users can access which slices. You can use an
association to personalize the content of an analytic (to show only the data
that interests the user) or to secure sliced metrics (by limiting the data that
different users or groups of users can access).
If you did not define an association when you created the dimension, you can
edit the association later.
X To edit a dimension’s user association
1.In performance management Setup, click System Setup > Dimensions.
2.Select the dimension from the list of available dimensions.
The dimension’s current associations are listed in the bottom pane (if you
did not define associations for the dimension, this pane is empty). The
pane displays the user associated to each slice, and the slice name and
slice code of the slice to which the user is associated.
3.Choose an association option:
An association dictates which users can access which slices. You can
use an association to personalize the content of an analytic (to show only
the data that interests the user) or to secure sliced metrics (by limiting the
data that different users or groups of users can access). Refer to
Choosing an association option for a description of the available options.
4.Click End, or alternatively, click Previous to return to earlier screens or
Cancel to cancel the dimension edit.
Related topics:

Removing dimensions
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Removing dimensions
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50 Peformance Management Setup and Administration
Removing dimensions
X To remove a dimension
1.In performance management Setup, click System Setup > Dimensions.
2.Select the dimension from the list.
3.Click Remove.
Defining individual security
For each data source (subject) you can choose a dimension that will be used
for individual security.
Individual security enables you to limit what users see based on a specific
dimension. Once you create dimensions, you may select a dimension for
each data source on which you want to apply Individual security. The
dimension you select, along with its associations, are applied as the secured
dimension of the data source, and will dictate which data individual users can
access.
X To apply a secured dimension to a data source
1.In performance management Setup, click System Setup > Dimensions.
2.Click Individual Security Setup at the bottom of the page.
The Individual Security window appears.
3.In the Subject pane, select the data source on which you want to apply a
secured dimension.
The available dimensions for the selected data source are listed in the
Secured Dimension pane.
4.Select the dimension with which you want to secure the data source.
5.Click OK.
Related topics:

Creating dimensions

Creating a sliced metric
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Peformance Management Setup and Administration 51
Creating a sliced metric
Once you have created dimensions, you may slice your metrics on these
dimensions. To create a sliced metric, click Dashboard Manager > Metrics.
Refer to the Dashboard Manager online help for details.
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Creating a sliced metric
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52 Peformance Management Setup and Administration
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chapter
Performance Management Setup and Administration Online Help
Setting up Calendars
6
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Setting up Calendars
6
54 Peformance Management Setup and Administration
Most metrics are measured against a timeline, so you must create calendars
against which you can calculate metric values. You can create the calendars
based on the following types of periods:

calendar periods

custom periods

imported periods
Calendars created on this page are used to create and calculate metrics, sets
and control charts. Calendars are stored in the performance management
repository. The calendar name is stored in the ci_series table and the
calendar’s definition (its dates and periods) are stored in the ci_period table.

Viewing and modifying Calendar Properties

Adding or editing calendars

Removing a calendar
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Setting up Calendars
Viewing and modifying Calendar Properties
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Peformance Management Setup and Administration 55
Viewing and modifying Calendar Properties
Calendar Properties enable you to define the first day of the week or year and
to specify whether or not weekend days are included in your calendar
definitions. Calendar Properties apply to all calendars you create.
Click Options to open the Calendar properties window.
The first time you access Calendar Properties, before you create any
calendars, all fields are blank.
Note: Once a calendar is created, these properties cannot be modified.
Define the following for your calendars:

the first day of the week
Select the day on which the period whose grain is weekly begins. For
example, if your review period is Wednesday to Wednesday, you may
define a week as beginning on Wednesday.

the first week of the year
Select the first week of the year. You may define the first week of the year
as the week in which January first falls, or the first week whose days are
all in January.

weekend days
Select the days that your calendar skips systematically as weekend days.
Note: Once you have defined calendars based on these Calendar
Properties, these options are grayed out. You may edit the Calendar
Properties if no calendars rely on them.
Related topics:

Adding or editing calendars
Granularity
A calendar’s granularity is the scale on which the periods are defined.
Granularity is said to be fine if the detail is low-level.
Daily is the lowest possible level of granularity, therefore the shortest time
span on which a calendar can be based.
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56 Peformance Management Setup and Administration
Adding or editing calendars
Before you create calendars, click Options to define the Calendar Properties
that apply to all your calendars. Refer to Viewing and modifying Calendar
Properties for details.
X To add a calendar
1.Click Add.
The Add a Calendar window appears. Refer to the following links for
information on each of the corresponding sections of this window:

Name

Type of periods

Period display

Calendar span
X To edit an existing calendar
1.Select the calendar you want to edit from the list.
2.Click Edit.
The Edit an existing calendar window appears. Refer to the following
link for information on each of the corresponding sections of this window:

Name

Type of periods

Period display

Calendar span
Name
When you create a new calendar, you must enter a name, and optionally, a
description of the calendar.
You may change the name and description if you are editing an existing
calendar.
The name of the calendar is stored in the performance management
repository in the
ci_series
table.
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Peformance Management Setup and Administration 57
Type of periods
Performance management calendars support calendar periods, custom
periods and imported periods.
Related topics:

Calendar periods

Custom periods

Imported periods
Calendar periods
Calendar periods are standard blocks of time.
X To define a standard calendar period
1.Select Calendar.
2.Select an interval from the list:

daily

weekly

monthly

quarterly

yearly
Custom periods
Custom periods are non-standard, but consistent blocks of time, like every
3.5 weeks, every 8 months, every 4 days.
X To create a custom period
1.Select Custom.
2.Enter a number corresponding to the size of the interval (1 for every day
or every month, 2 for every other week, 3 for every 3 weeks).
3.Select the interval type:

day(s)

week(s)

month(s)

quarter(s)

year(s)
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58 Peformance Management Setup and Administration
4.Optionally, check Skip weekend days if your custom calendar omits
Saturdays and Sundays.
5.Optionally, check Skip, then define your days off by clicking days off, if
your custom calendar omits specific days. If you click days off, the
Selected days off window appears. Select the days to omit from the
calendar and click Add to include them in the list of days off. The days off
you indicate are stored in the
ci_days_off
table in the performance
management repository.
Related topics:

Calendar periods

Imported periods
Imported periods
Imported periods can be non-standard and inconsistent blocks of time. You
can import a calendar stored in a .csv file. Only the following analytics support
custom calendars: speedometers, traffic lights and interactive metric trends.
X To import a calendar
1.Select Imported.
2.In the Document box, enter the path to the .csv file on which the
calendar will be based.
3.Select the format of the dates in the .csv file.
4.Optionally, check First row contains column header to indicate that the
first row of the .csv file you are importing contains column header text.
The .csv file format can be generated using a text editor or Microsoft Excel. To
create a .csv file for import, use the following guidelines:
* indicates mandatory columns
Name of entry in
file
Order
within the
file
Description
Data type
Period name* 1 Unique across all
existing time periods,
for example F2000-
Q1
Char(35)
Begin date* 2 Date when period
begins
date format
End date* 3 Date when period
ends
date format
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Peformance Management Setup and Administration 59
In addition to the mandatory columns, you may define the following
components of your dates using the following standard formats:
Note: You must use a carriage return (Enter) after the last line of data in the
.csv file.
Example: The following is an example of a Fiscal Months custom
calendar imported as a .csv file:
----------------------------------------
F2002-01,12/31/2001,2/3/2002,FY2002,Q1,1, ,F2002-Q1,F2002-01
F2002-02,2/4/2002,3/3/2002,FY2002,Q1,2, ,F2002-Q1,F2002-02
F2002-03,3/4/2002,3/31/2002,FY2002,Q1,3, ,F2002-Q1,F2002-03
F2002-04,4/1/2002,5/5/2002,FY2002,Q2,4, ,F2002-Q2,F2002-04
F2002-05,5/6/2002,6/30/2002,FY2002,Q2,5, ,F2002-Q2,F2002-05
----------------------------------------
Related topics:

Calendar periods

Custom periods
Name of entry in
file
Order
within the
file
Example
Data type
Year 4 FY1998 Char(35)
Quarter 5 Q2 Char(35)
Month 6 07 Char(35)
Week 7 FW05 Char(35)
Quarter and Year 8 F1998-Q2 Char(35)
Month and Year 9 F1998-07 Char(35)
Date Prior Year 10 (use this column for
year-to-year
comparison,
beginning on same
period last year)
date format
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60 Peformance Management Setup and Administration
Period display
In this section, you need to select your period display options.
X To select period display options
1.In the Show list, select the part of the period you want to display:

First Day of Period

Last Day of Period

Period name
2.If you selected First Day of Period or Last Day of Period, select the
display format from the Format list.
The list of formats includes standard date display formats and a custom
format that you can define in the box below the Format list.
Related topics:

Calendar span
Calendar span
This section is displayed if you chose Calendar or Imported periods in the
Type of Periods section.
The From period is the first period from which data is available. The To period
is typically set in the future. You may extend this period as needed depending
on the grain of your calendar (refer to Granularity for more information). For
example, if you have a three-year sales revenue goal you may want to extend
the calendar three years in the future, but if you have a finer-grain calendar
(daily, for example) you may only want to extend it one month at a time into
the future.
X To define the calendar span for a calendar based on Calendar periods
1.In the From section, select the first period of calendar.
2.In the To section, select the last period of the calendar.
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Peformance Management Setup and Administration 61
X To define the calendar span for a calendar based on Imported periods
1.In the From section, select the first period of calendar.
2.Select the number of periods for which the calendar will run.
Note: Business Objects does not recommend extending your calendars too
far into the future, since this results in adding data to the calendar table in the
performance management repository. Instead, revise your calendar if
necessary.
Related topics:

Granularity

Type of periods
Removing a calendar
You can remove a calendar at any time.
Note: Before you remove a calendar, you must first remove any metrics that
use the calendar in their definitions.
X To delete an existing calendar from the repository
1.Select the calendar you want to delete from the list.
2.Click Remove.
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Removing a calendar
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62 Peformance Management Setup and Administration
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chapter
Performance Management Setup and Administration Online Help
Applying Moving Averages
7
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Applying Moving Averages
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64 Peformance Management Setup and Administration
Moving average is a method of calculating the average value of an indicator,
over a period of time. In some time series, seasonal variation is so strong it
obscures any trends or cycles, which are very important for the understanding
of the process being observed. Moving average may be used as a smoothing
method that removes seasonality and makes long-term fluctuations in the
series stand out more clearly. It may also be used for forecasting purposes.
Like differencing and rollups, moving average is a packaged statistical
transformation that can be used for smoothing and aggregating time series
trends.

Index to the moving average calculations

Associating moving averages to calendars
Note: All the moving average methods are externalized in the
stats.ini

file, which can be customized if wished.
Related topics:

Applying Difference Calculations

Applying Rollup
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Applying Moving Averages
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Peformance Management Setup and Administration 65
Index to the moving average calculations
The following moving averages are available with performance management:
Moving
Average
Description/Application
Actual Data The default setting, which does not apply any moving
average to the data.
Moving Average The simple moving average calculation, where each point
is equally weighted.
MA Centered Calculated the same as a Simple Average except that the
first point is plotted. A Centered Average plots the first
point at the center bar of the specified PERIOD.
MA Linearly
Weighted
Used when you want to give more weight to current data.
Weights can be calculated automatically using a function.
The weight function for a Linearly weighted MA is defined
as:
W(p)=(2/n(n+1)) p
where p is the sequence of the data points in the moving
window ranging from 1 to n. The weights must sum to a
value of one.
The weight function for a exponentially weighted MA is
defined as:
W(p)=power(a,n-p)
where a is the smoothing constant and p is the sequence
of the data points in the moving window ranging from 1 to
n.
Smoothing constants less than 1 weights recent data
more heavily. A smoothing constant of 1 gives equal
weight to each point. If the smoothing constant exceeds 1,
older data is weighted more heavily than recent data.
MA Linearly
Weighted
Centered
Also known as a double moving average, this moving
average is calculated on a series of data that represents
the result of a moving average.
With a centered weighted moving average, the majority of
the weight is assigned to the middle portion of the data. A
centered weighted moving average is useful to de-
seasonalize the data.
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66 Peformance Management Setup and Administration
MA
Exponentially
Weighted
This transformation finds the number of points parameter
required. The smoothing constant parameter is required:

Less than 1 weights current data more heavily

Equal to 1 weights every points identically (same as
simple MA)

Greater than 1 weights old data more heavily
The Single Exponential Smoothing (SES) forecast can be
expressed as a weighted moving average that applies
exponentially decreasing weights to the data, as the
observations get older. Thus it is called exponential
smoothing.
The next period forecast is then:
Ft+1 = aYt+a(1 - a)Yt–1 + a(1 - a)²Yt–2 + a(1
- a)³Yt–3 + … + a(1 - a)^ t–1 Y1+a(1 - a)^
t F1
where
a
is a constant between 0 and 1, and
F1
is the initial
value that usually is given the value of
Y1
.
MA 2x12 If your time series is monthly, use the MA 2x12 to remove
the seasonality.
MA 2x24 If a stronger “seasonality filter” is required, use MA 2x24
for monthly series.
MA 2x36 If a stronger “seasonality filter” is required, use MA 2x36
for monthly series.
MA 3x3 Also known as a double moving average, this moving
average is calculated on a series of data that represents
the result of a moving average.
MA 3x5
Also known as a double moving average, this moving
average is calculated on a series of data that represents
the result of a moving average.
MA 3x9 Also known as a double moving average, this moving
average is calculated on a series of data that represents
the result of a moving average.
MA 5x5
Also known as a double moving average, this moving
average is calculated on a series of data that represents
the result of a moving average.
Moving
Average
Description/Application
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Peformance Management Setup and Administration 67
Related topics:

Associating moving averages to calendars

Removing moving averages
MA Spencer 15-
pt
An approach to computing a moving average that will
compensate for a cubic trend in the data. The 15-pt is
used for 15 periods. Spencer’s weights are centered and
symmetric.
MA Spencer 21-
pt
An approach to computing a moving average that will
compensate for a cubic trend in the data. The 21-pt is
used for 21 periods. Spencer’s weights are centered and
symmetric.
MA Henderson
5-pt
Another centered symmetric weighted moving average
method. The 5-point average is used for Quarterly series.
MA Henderson
7-pt
Another centered symmetric weighted moving average
method. The 7-point average is used for Quarterly series.
MA Henderson
9-pt
Another centered symmetric weighted moving average
method. The 9-point average is used for Monthly series.
MA Henderson
13-pt
Another centered symmetric weighted moving average
method. The 13-point average is used for Monthly series.
MA Henderson
23-pt
Another centered symmetric weighted moving average
method. The 23-point average is used for Monthly series.
MA Same
Months
Uses a fixed-interval time window but with non-continuous
data points. It is useful on seasonal data for smoothing or
forecasting purposes.
Moving
Average
Description/Application
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Associating moving averages to calendars
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68 Peformance Management Setup and Administration
Associating moving averages to calendars
You can apply moving averages to calendars. This means that when you
create a metric based on a calendar that has a moving average associated to
it, the data points will be smoothed according to the selected moving average
calculation.
X To apply a moving average transformation
1.In performance management Setup, click System Setup > Moving
Average.
The Moving Average Transformation page appears:
2.Select a calendar from the Calendar Name list.
The average calculation you select will be applied each time you select
this calendar for a metric.
Depending on whether you select a daily, weekly, or monthly calendar
different moving average transformations are listed in the Available