Framework

After the tools are available in your development environment, the next step is to create a framework that will allow schema changes to be preserved through product upgrades.
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After the tools are available in your development environment, the next step is to create a framework that will allow schema changes to be preserved through product upgrades.
Do not modify the default development CA SDM universe installed with CA Business Intelligence. Otherwise, your schema changes may be overwritten during patch and upgrade processes. Modifying the CA SDM universe will eventually result in lost schema changes within the CA Business Intelligence infrastructure.
The BusinessObjects universe is the metalayer that describes the schema within the CA Business Intelligence infrastructure. Instead of changing the CA supplied universe, you can create a customer-specific universe linked to the CA SDM universe. Using this approach, you can maintain local schema changes with minimal effort during the upgrade process, and CA SDM will be able to provide upgrades to the base universe.
CA SDM customers familiar with BusinessObjects universe documentation will be aware of other documented procedures available from BusinessObjects that allow tying universes together. The process discussed here, however, is the only process that is supported by CA for maintaining customer modifications.
The default universe is named "CA SDM" and it is stored in the "CA Universes" folder within the Central Management Console (CMC). This default universe is the "kernel" universe in a structure where universes are linked.
The CA SDM universe can be named anything you choose. The name will be displayed to report writers when they are building reports, so make sure the name is meaningful. The customer universe is the "derived" universe in a structure where universes are linked.
Within this framework, any number of derived universes can be maintained, but only one is required for maintaining schema changes. Multiple derived universes may be used for ease of maintenance or security requirements, but such decisions are solely at the discretion of your production support needs.
In any multiple derived universe environment, ensure that you do the following:
  • Maintain the z_ naming convention for the universe file name on all universes.
  • Use the CA SDM connection, then store the universe in the CA Customer Universe folder.
  • Do not delete the link to the kernel universe.
Create a Framework for Promoting Schema Changes to CA Business Intelligence
Use the Universe Design Tool to create a framework for promoting schema changes to CA Business Intelligence.
Follow these steps:
  1. Open the Universe Design Tool.
    Select File, New from the Universe Design Tool menu.
    The Universe Parameters window appears.
  2. Click the Definition tab and enter a meaningful name for this universe in the Name field.
  3. (Optional) Enter a description in the Description field.
  4. Select CA SDM from the Connection drop-down list.
  5. Click the Add Link button on the Links tab.
    The Universe to Link dialog appears.
  6. Expand the CA Universes folder and complete these tasks:
    1. Open the CA Service Desk.unv file. The Universe to Link dialog closes and the CA SDM universe appears on the Links tab.
    2. Click OK to close the Universe Parameters dialog.
    Universe Design Tool may take a few minutes to process the link and create the derived universe.
  7. After the derived universe is created, perform these tasks:
    1. Modify the following parameter(s) as appropriate.
      • Select Parameters from the File menu.
      • Click the Parameter Tab.
      • Specify ANSI92 = YES.
    2. Click the Controls tab and set the following fields to a value appropriate to your implementation, then click OK to save the values and close the parameter dialog:
      • Limit size of result set
      • Limit execution time
      • Limit size of long text objects (minimum of 4000).
    3. Define hierarchies. Note that customer hierarchies are not imported.
      • Select Tools, Hierarchies.
      • Multi-select all custom hierarchies, then click the Add arrow button. All hierarchies are moved to the right side.
  8. From the Universe Design Tool menu, click File, Save.
    The Save As dialog appears.
  9. In the File Name field, select any descriptive file name, and proceed the file name with "z_". For example, a universe named "ACME Anvil Co" might default to: "ACME_Anvil_Co.unv." Change this file name to "z_ACME_Anvil_Co.unv" before saving.
  10. Export the derived universe to the CMS as follows:
    1. Select File, Export from the Universe Design Tool menu.
    2. From Domain field drop-down list, select <Browse>, then locate and select CA Customer Universes.
    3. Click OK to export the universe to the local CMS
      The Universe Successfully Exported dialog appears.
    The framework now exists to promote custom schema changes throughout CA Business Intelligence.
  11. Log into Business Intelligence Launch Pad as an administrative user and do the following:
    1. Select Public Folders.
    2. From the Business Intelligence Launch Pad toolbar, click New, Folder.
    3. In the Folder Name field, provide a description meaningful to report users, such as "Organization Name Reports."
    4. Click OK to see the folder created under Public Folders.
    This creates the minimum framework to use and store reports by your organization. Any number of subfolders and objects can be added to this folder structure.