Configure Business Objects Universes Reports

HID_admin_configure_bus_objects
ccppmod142
HID_admin_configure_bus_objects
Contents
The 
CA PPM
report installation from Clarity System Administration creates a
CA PPM
-specific universe (CA_Clarity Universe) and pushes the stock 
CA PPM
reports to the universe. The report definitions reside in the universe, a semantic layer containing metadata that is required to run, manage, and maintain the reporting infrastructure and content.
Use the Business Objects universes for 
CA PPM
to create and customize reports without having to know the intricacies of the data model to report. You can run a query to display information from the following universes:
  • CA PPM Investments
  • CA PPM Investment Financials
  • CA PPM Investment Financials v13
  • CA PPM Resource
  • CA PPM Timesheet
The universes let you create ad-hoc documents and Crystal reports more easily. Each universe is designed to handle the reporting needs of the area it represents.
For more information about the universes, see
Business Objects Reporting
.
System Reports Versus User-Defined Reports
CA PPM
 reports are Crystal Reports objects that must be deployed on the Business Objects report server. A system report is any 
CA PPM
stock report. You can only reorder parameters in system reports. You cannot modify the properties of system reports but you can run the stock reports as designed.
A user-defined report is any report that is customized from a stock report, or created from scratch. You can modify the properties of user-defined reports. To create a new user-defined report, use the Business Objects Crystal Reports Designer client. A license from Business Objects is required to create new reports.
For more information about the steps to create new reports, see
Business Objects Reporting
.
Create a User-Defined Report
To store your custom reports and ensure that they do not get overwritten during an upgrade, create a subfolder for them under the CA Clarity folder located in the Business Objects folder. Standard reports in the CA Clarity folder are overwritten during an upgrade, but the contents of a subfolder you create and place under the CA Clarity folder are not overwritten.
If you need more than one subfolder for custom reports, you can create as many as you need and can name the subfolders to indicate the type of custom reports that are stored in them (for example, PMO Reports).
The following figure shows an example of a custom reports subfolder and demonstrates where to place it in the folder hierarchy.
This figure shows the folder structure in Business Objects Infoview, emphasizing where the folder for custom reports is placed.
You can name the folder to indicate what type of custom reports it contains (for example, PMO Reports).
The folder name with the report name becomes part of the executable name that is used in the report definition.
Follow these steps:
  1. Create the report using the Crystal Reports Designer client or Web Intelligence.
  2. Save the report to the BusinessObjects repository by selecting Enterprise and navigating to the CA Custom Reports subfolder.
  3. Create a 
    CA PPM
    report definition and in the Executable Name field, reference the report definition on the BusinessObjects server.
Create a User-Defined Report from a Stock Report
Follow these steps:
  1. Copy the stock report from the CA Clarity folder to the new CA Custom Reports subfolder.
  2. Open the report from Web Intelligence and make the required changes.
  3. Save the report to the Business Objects repository by selecting Enterprise and navigating to the CA Custom Reports subfolder.
  4. Create a 
    CA PPM
    report definition and in the Executable Name field, reference the report definition on the BusinessObjects server.
Set Up 
CA PPM
for Reports
Reports depend on other settings and jobs to generate data.
Follow these steps.
  1. Specify how to convert currencies when values are rolled up.
  2. Specify a range of dates to include in the report.
  3. Set up monthly time periods.
  4. Set up the work-in-progress (WIP) settings so that data displays in financial transactions reports.
  5. To run resource reports, post all time sheets before the Datamart starts to help ensure that all data is in the system.
  6. Set up the Datamart Extraction job to use the specified currency and the OBS to include in data extraction.
  7. Set up the job scheduler to run the Datamart Extraction job.
  8. Set up reporting permissions by associating users with 
    CA PPM
    Business Objects security groups.
  9. Run the Update Business Objects Reports Tables job to correctly populate the database tables for reports.
CA PPM
 Business Objects Security Groups
CA PPM
 provides basic Business Objects security groups. You can use the groups as is or can extend them by modifying their security permissions for your own requirements. These security groups provide various levels of security to verify that the users within the groups can run, create, or administer BO reports. Once you have defined and configured your security groups, add the users to these groups (that is, by having users join the groups).
If you upgrade 
CA PPM
or apply a patch, the groups are overridden.
As a
best practice
, create your own groups using the 
CA PPM
security groups as templates and change them to avoid losing your security permission settings.
Viewing the Security Groups
View or modify these groups from the Business Objects Central Management Console (CMC). Select Users and Groups, and navigate to the Groups Hierarchy list:
This illustrates the group hierarchy of the security groups
The 
CA PPM
security groups that are included in the Business Intelligence Archive Resource (BIAR) files that are released as part of the CA Business Intelligence™ share the same account privileges. Users included in these groups have access to the report or folder. The following security groups are included:
  • CA-PPM-Reporting-User
    This group provides the ability to run built-in reports. Users who are associated with this group can run Business Objects reports within 
    CA PPM
    and Business Objects InfoView. Users can view only the report history of their own executed report instances.
  • CA-PPM-Reporting-Designer-User
    This group lets users modify and build reports and allows access to the universe to create ad-hoc reports using Web Intelligence. This group includes all the access available to the CA-PPM-Reporting-User group. In addition, users can:
    • Create and update universe definitions using Business Objects Designer.
    • Create reports and publish reports using web intelligence.
    • Create Crystal report definitions using Business Objects Crystal Reports Designer client.
    • Upload Crystal report definitions from InfoView.
    • Run Import Wizard.
    • Access to the web intelligence (WEBI) rich client.
    Users who are associated with this group can view only the report history of their own executed report instances.
  • CA-PPM-Reporting-Admin-User
    This group provides the ability to perform administrative functions and all designer user rights. This group includes all access available to the CA-PPM-Reporting-User and CA-PPM-Reporting-Designer-User groups. In addition, users can:
    • Create, delete, and update Business Objects users.
    • Grant and remove access to the Business Objects folders, report definitions and instances, universes, and applications.
    • Access to the web intelligence (WEBI).
    • Modify the universe connection through Business Objects Designer.