Secure Data Integration Between SAP BusinessObjects

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© 2011 SAP AG 1

Secure Data Integration betweenSAP BusinessObjects

Applies to:

SAP BusinessObjects Disclosure Management10.0 SP1. For more information, visit the EnterprisePerformance Management homepage.

Summary

This paper explains how to set up a connection to read report-data from BPC or FC. This approach uses thedistribute function of the EPM Excel Add-in to generate reports automatically and describes how DMconsumes the data.

The benefit is that data integration is secure and allows no manual modification of data before it is availablein the DM data cache.

Authors: Thorsten Jopp, Jason Reid, Caroline Stephens (Solution Management)

Company: SAG AG

Created on: 16 October 2011

Author Bio

Thorsten Jopp is part of SAP`s EPM Solution Management team and has been working on DM andSAP BusinessObjects Notes Management since 2006.

https://www.sdn.sap.com/irj/sdn/bpx-epmhttps://www.sdn.sap.com/irj/sdn/bpx-epmhttps://www.sdn.sap.com/irj/sdn/bpx-epmhttps://www.sdn.sap.com/irj/sdn/bpx-epmhttps://www.sdn.sap.com/irj/sdn/bpx-epmhttps://www.sdn.sap.com/irj/sdn/bpx-epm


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How-to connect BPC to Disclosure Management


© 2011 SAP AG 2

Table of Contents

Requirements ..................................................................................................................................................... 3

Landscape ....................................................................................................................................................... 3

Permissions ..................................................................................................................................................... 3

Step 1 – Create a shared folder ......................................................................................................................... 3

Step 2 – Choose a report .................................................................................................................................... 4

Step 3 – Create a distribution list ........................................................................................................................ 5

Step 4 – Schedule Distribution ........................................................................................................................... 7

In EPM10 Add-in ............................................................................................................................................. 7

In BPC7.5 ........................................................................................................................................................ 7

Step 5 – Configure Connection inside DM ......................................................................................................... 8

Step 6 – Connect to the DM Data Cache ......................................................................................................... 10

Check configuration .......................................................................................................................................... 11

Related Content ................................................................................................................................................ 12

Copyright........................................................................................................................................................... 13


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© 2011 SAP AG 3

Requirements

Before starting to set up the connection, you need to make sure that these requirements are fulfilled:

Landscape

This How 2 assumes the following landscape

SAP BusinessObjects Disclosure Management 10.0 SP1 or higher

o DM Client

o Microsoft Excel installed on DM Server

o EPM 10 Excel Add-in or BPC 7.5 Add-in

BPC or FC

Permissions

In order to be able to set up this connection you need to have Remote Desktop Connection with an Administrator user to the DM server.

You also need a user for BPC or FC with sufficient permissions to create a distribution list.

Step 1 –

Create a shared folderLog on over Remote Desktop Connection to the DM Server and create a Folder (for example c:\BPC-DM-data) on the hard disk. Make sure that the BPC-User and DM-User have read&write permission to thatfolder, while normal users can have only read access.

Figure 1: Create folder


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© 2011 SAP AG 4

Step 2 – Choose a report

DM can read data in report format - the advantages are that existing reports can be used and there is noneed to create specialized integration reports for DM. In addition, users are already familiar with the reportstructure.

As an example report you can use the Balance Sheet report from the IFRS-Starter Kit.

Figure 2: Balance Sheet Report

Open that report and select the corresponding dimension members so that you can see the values you wantto transfer to DM.

Note: In BPC 7.5 you need to have the report stored in the report library. Please note the URL of the report, as it isrequired later in the distribution list.


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© 2011 SAP AG 5

Step 3 – Create a distribution list

Create a new Distribution list in the EPM10 Add-in under “Distribution New Template”. Select the reportyou want use and define the dimension members.

Figure 3: EPM10 Add-on Distribution List

Make sure the user you define in this distribution list has the required permissions to read the data.


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© 2011 SAP AG 6

Figure 4: EPM10 Add-on Distribution List

Figure 5: BPC 7.5 Distribution List

Save your distribution list.

Note: In BPC 7.5 you can find an example distribution list template under:data\WebFolders\SAP_IFRS\Consolidation\EEXCEL\Z-APPSHELL\LEGACY\DISTRIBUTION TEMPLATE.xls


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© 2011 SAP AG 7

Step 4 – Schedule Distribution

In EPM10 Add-in

After you have saved your distribution list go to “Distribution Distribute”.

1. “Choose Lockdown and Save to folder” 2. Schedule3. Select your Distribution List4. Select the folder that was created in Step 1

5. Define the time and date when data should be refreshed (you can change this later inside WindowsTask Scheduler)

In BPC7.5

After you have saved your distribution list go to “ePublish Offline Distribution Wizard”.

1. “Choose Lockdown and Save to folder” 2. Schedule3. Select your Distribution List4. Select the folder that was created in Step 15. Define the time and date when data should be refreshed (you can change this later inside Windows

Task Scheduler)

Figure 6: BPC 7.5 Scheduling


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© 2011 SAP AG 8

Step 5 – Configure Connection inside DM

Make sure that generation of the report has run at least once, so that the report files are located in the folder.

1. Open Excel and start the DM Ribbon2. Click on Datasources3. New4. Excel File5. Give the new connection a name and a description6. Choose the report excel file that was created by the distribute-function

Figure 7: New DataSource based on report

To be able to let the server read later that data, you must add this new datasource to the Content Refreshconfiguration of the DM server.

1. Log in with an administrator to DM2. Administration3. Content Refresh4. Download the “config20.xml” file 5. Open Windows Explorer6. Go to “%APPDATA%/cundus AG/cundusBIPublisher ” and open the config20.xml file7. Copy the section of the new BPC data source


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© 2011 SAP AG 9

8. Edit the downloaded config20.xml from the DM Server and paste the text at the right before “”

9. Save the changes and upload the changed config20.xml file

Note: If users should later be able to refresh not only over the server content refresh, but also over the client refresh, youneed to set up the connection to the shared folder with the report-excel file manually on each client.


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© 2011 SAP AG 10

Step 6 – Connect to the DM Data Cache

Inside DM open a period and a report type data cache. Add a new chapter and click on edit. Start the DMribbon and:

1. Create datalink2. New3. Select your BPC Datasource

4. Press OK5. Press OK again

You have now created a data link that reads data into the datacache, based on the values from the reportthat was published by the distribution-function.

Apply your changes to check the data cache back into DM.


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© 2011 SAP AG 11

Check configuration

To see if your connection is working you should change some data in your BPC or FC datasource and waitfor the next scheduled distribution. Then log in to DM, open your data cache chapter, navigate to Contentrefresh and click on start refresh.

After a successful refresh you can view the differences to the version before by clicking on Show changes.


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Copyright

© Copyright 2011 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

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Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, andother Business Objects products and services mentioned herein as well as their respective logos are trademarks or registeredtrademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this documentserves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAPGroup") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors oromissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the

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Secure Data Integration Between SAP BusinessObjects

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