Reports and Folder Structures

This article contains the following topics:
casm171
This article contains the following topics:
Included with the CA BI installation are several Crystal Report XI and WebI report objects. The reports are contained in the following CA SDM folder: CA Reports\CA SDM.
Do not modify the CA SDM universe and report objects contained in the CA SDM folder structure.
Consider the following information about reports and the folder structures:
  • The steps for creating a framework explain how to add a folder in the Business Intelligence Launch Pad public section, which is specific to the end user. Within this folder, a user can create additional subfolders and report objects.
  • In an implementation where each user is authorized access to CA BI by their unique CA SDM login ID, users can save reports for personal use within the My Folders section. BusinessObjects enforces security on this folder by showing these objects only to the logged in user.
  • In an implementation where all users have a single reporting user ID for accessing CA BI, the My Folders section is available to all users.
Create a Web Intelligence Report
Use CA Business Intelligence to create a Web Intelligence report.
Follow these steps:
  1. From the CA SDM Reports tab, click the Business Intelligence Launch Pad button.
    The Business Intelligence Launch Pad home page appears.
  2. Click New, Web Intelligence Document from the menu bar.
  3. Select the derived universe that you created when you defined your development framework.
    The Web Intelligence report creation tool appears.
    Save your document at regular intervals. If the connection session times out, your report modifications will be lost. For information on how to increase the Web Intelligence connection session time-out value, see Change the Web Intelligence Session Time-Out.
  4. From the Web Intelligence toolbar, select Save, Save as.
    The Save Document dialog appears.
  5. In the General section, specify a meaningful name for this report in the Title field.
  6. In the Location section, select the appropriate folder.
  7. (Optional) modify the properties as desired.
  8. Click OK to save the report.
    The report appears in the specified folder and is available to all report users.
Modify a Web Intelligence Report
Use CA Business Intelligence to modify a report that was delivered in the CA Reports\CA Service Desk folder structure.
Follow these steps:
  1. From the CA SDM Reports tab, click the Business Intelligence Launch Pad button.
    The Business Intelligence Launch Pad home page appears.
  2. In the left pane, navigate the CA Reports folder structure, and open the desired Web Intelligence report.
  3. Click the name of the report so that the report runs and displays a result.
  4. From the Web Intelligence toolbar, select Document, Save as.
    The Save Document window appears.
  5. In the Location section, select the appropriate folder.
  6. Click OK to save the report in the new location.
  7. Select Document, Edit.
  8. Click Edit Query (the name of the universe CA SDM appears on the Data tab).
  9. Click the Properties tab. If necessary, click the down-facing arrows next to the Universe, so that the CA SDM text is displayed with an ellipse (…).
  10. Click the ellipse (...) button to display the Universe dialog.
    The Other Available Universes window appears.
  11. Select the name of your universe and click OK.
    Web Intelligence will automatically map all known fields from the CA SDM universe to your universe and display the Change Source dialog. Green check boxes appear next to each mapped field. If all fields are mapped correctly, click OK to confirm the change. If any fields are displayed with a red "X", click the ellipse (...) button next to the field name, and select the appropriate field.
  12. From the Web Intelligence toobar, click Edit Report, and select the Properties tab.
  13. Expand the General node.
  14. Click the ellipse (...) button next to the Document Properties value.
    The Document Properties dialog appears.
  15. In the Document Options section, select the Refresh on Open check box.
  16. Click Save and then close Web Intelligence.
    The report is associated with the appropriate universe and can be modified as needed.
Create a Crystal Report
Use Crystal Reports to save a report in the CA Business Intelligence Universe.
Follow these steps:
  1. Launch Crystal Reports XI.
  2. Select File, New, Blank Report.
    The Database Expert dialog appears.
  3. Expand the Create new Connection node and click Universes.
    The Business Objects Enterprise dialog appears.
  4. Log on to BusinessObjects Enterprise using your administrator credentials.
  5. Navigate to the folder containing the derived universe.
  6. Select the derived universe and click Open.
    The Business Objects Query Panel dialog appears.
  7. In the Universe tree structure, drag and drop the appropriate attributes into the Select and Filter sections of the Query panel.
  8. When the query building process is complete, the standard Crystal Reports designer tool is presented.
  9. Build and run the report.
    For more information about building and running reports, see Crystal Reports documentation.
  10. Save the report in the Business Objects Enterprise repository as follows:
    1. Select File, Save as.
    2. In the Save As dialog, select Enterprise.
    3. Navigate to the folder created when you defined your development framework, and save the new report in BusinessObjects Enterprise.
    The new report is now available in the enterprise, and can be modified as needed.
Modify a Crystal Report
Use Crystal Reports to modify a report in the CA Business Intelligence Universe.
Follow these steps:
  1. Open Crystal Reports XI.
  2. Select File, New, Blank Report.
    The database expert dialog displays.
  3. Click to expand Create new Connection.
    Click Universes.
    The Business Objects Enterprise dialog displays.
  4. Log on to Business Objects Enterprise as administrator.
  5. Click to navigate the folder housing the derived universe and click to select the derived universe.
    Click Open.
    The Business Objects Query Panel dialog displays.
  6. Navigate the universe tree structure to find, drag, and drop attributes to the select and filter portions of the query panel.
    When the query building process is complete, the report writer is presented with the standard Crystal Reports designer tool.
  7. Build and run the report as per Crystal Reports instructions.
  8. When ready, save the report to the Business Objects Enterprise repository.
    1. Choose File, Save as
      The Save as dialog displays.
    2. On the left side of the save as dialog, click the Enterprise icon.
    3. Navigate the folder structure starting with the customer-specific folder created earlier in this document and click Save to save this report in Business Objects Enterprise.
  9. The new report is now available in the enterprise, and can be modified as needed.