IT Executive Scorecard Installation and Configuration Guide

About this Guide

Welcome to the Executive Scorecard Installation and Configuration guide. This guide enables you to select options that describe your configuration of Executive Scorecard, and then to view or print a customized guide that includes only the requirements and tasks that apply to you. You can re-specify your options by clicking Change in the Checking Your Selections section of the customized guide.

Executive Scorecard includes the following selectable components that must be installed in the following order:

  1. SAP BusinessObjects Enterprise for IT Executive Scorecard - SAP BusinessObjects Enterprise for IT Executive Scorecard, is a solution that provides reporting, analysis, and information delivery via web applications.
  2. Data Warehouse - During the installation, you can build a data warehouse, using your external Relational Database Management System (DRABS). The data warehouse is a repository for key business data that is cleansed, consolidated, and organized to support efficient queries, reports, and to populate a variety of business analytics.
  3. Executive Scorecard - Executive Scorecard provides means to define IT goals and objectives, to measure performance, and provides actionable insights into performance improvement plans.
  4. Financial Planning and Analysis - Allows you to better manage your IT costs by integrating your Asset manager, Service manager and HP Project and Portfolio Management systems with a dashboard tool that gives you the ability to filter by dimensions and a drill down capability for full costing analysis.

Getting Started When Working with IT Executive Scorecard and Financial Planning and Analysis

Use the following instructions if you plan to install both Executive Scorecard and Financial Planning and Analysis.

Important note:

  • SAP BusinessObjects Enterprise for IT Executive Scorecard and Data Warehouse can be used by both Executive Scorecard and Financial Planning and Analysis
  • The Executive Scorecard Application and the Financial Planning and Analysis Web Tier cannot be installed on the same server.

To install Financial Planning and Analysis after you have installed Executive Scorecard (including the Data Warehouse)

If you install Financial Planning and Analysis after you have installed Executive Scorecard (including the Data Warehouse), you must install (and configure) the FPA Content Pack on the Data Warehouse Machine and then install the Financial Planning and Analysis Application and make sure that you are pointing to the same Management database as Executive Scorecard. This step is described as a separate step after the end of the installation of Executive Scorecard described in this document when you select Financial Planning and Analysis in the "What components do you wish to install?" section below.

To install Executive Scorecard after you have installed Financial Planning and Analysis (including the Data Warehouse)

If you install Executive Scorecard after you have installed Financial Planning and Analysis: install the Executive Scorecard Application and make sure that you are pointing to the same Management database as the Financial Planning and Analysis. For details, see the "IT Executive Scorecard Installation and Configuration Guide".


IT Executive Scorecard Installation and Configuration Guide

The sections that follow describe how to install Executive Scorecard.

Do you plan to use a distributed environment or single server environment?

Deploy in a distributed environment
Deploy in a single server environment
Executive Scorecard components can be deployed in a distributed or single-server environment.
In a distributed environment, each component is installed on a separate server. This is the recommended production environment.
In a single-server environment, all components installed by the HP IT Executive Scorecard installer are installed on a single server. This environment means that the Data Warehouse components are installed on the same server as the Executive Scorecard application and the SAP BusinessObjects application but the Relational Database Management System (RDBMS) could reside on a separate server. This environment can be useful in test and POC deployments.

Note:

What components do you wish to install?

SAP BusinessObjects Enterprise for IT Executive Scorecard
Data Warehouse
Executive Scorecard
Financial Planning and Analysis
If you already have an installation of SAP BusinessObjects Enterprise for IT Executive Scorecard with SP3, you do not have to install a second instance that is dedicated to Executive Scorecard, and you can connect to your existing SAP BusinessObjects Enterprise for IT Executive Scorecard with SP3 server. Financial Planning and Analysis
Before you select Financial Planning and Analysis in this list make sure you have read "Getting Started When Working with IT Executive Scorecard and Financial Planning and Analysis"

View or print

Click View to view the installation and configuration guide online, or click Print to send the guide to a printer for printing.

Check your selections

The following steps are customized according to your selections. Check that your selections are correct.

 

If any selections are not correct, click Change.

Getting Started

Plan the Installation

Before you begin your deployment of Executive Scorecard, you should:

  • Decide whether your deployment will be distributed or single server.

    For more information, see "Distributed or Single Server Environment?"

  • Decide which components to deploy, and if you have any existing components that can be integrated.

    For more information, see "HP IT Executive Scorecard Components"

  • Ensure that your hardware and software meet the system requirements.

    Note: The environments supported by Executive Scorecard are described in the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

  • Decide which type of Executive Scorecard licensing you are implementing, and if necessary purchase the relevant license key file.

    For more information, see "HP Licensing "

  • Ensure that you have reviewed the Installation checklists.

    For more information, see "Database Naming Conventions and Installation Checklists ".

  • Ensure that you have an Microsoft SQL Server 2008 Enterprise Edition with SP 2 RDBMS installed and suitably configured.

    For more information, see RDBMS Requirements in "RDBMS".

Distributed or Single Server Environment?

A Executive Scorecard deployment is made up of various components, such as SAP BusinessObjects Enterprise for IT Executive Scorecard, Data Warehouse, and Executive Scorecard.

You can deploy components as follows:

Note:  To modify your selection, click the Change button at the top of the page.

HP IT Executive Scorecard Components

Executive Scorecard includes the following components that can be installed in a distributed server, or a consolidated server environment:

  • Common components - The foundations on which the Executive Scorecard deployment is built. Common components are automatically installed on servers when you install the SAP BusinessObjects Enterprise for IT Executive Scorecard, Data Warehouse, or Executive Scorecard components.
  • SAP BusinessObjects Enterprise for IT Executive Scorecard - SAP BusinessObjects Enterprise for IT Executive Scorecard is a solution that provides reporting , analysis and information delivery via Web applications.

    This is a required components in an IT Executive Scorecard deployment. An existing installation of SAP BusinessObjects Enterprise for IT Executive Scorecard with SP3, can be used in an Executive Scorecard deployment.

  • Data Warehouse - The Data Warehouse is a repository for key business data that is cleansed, consolidated, and organized to support efficient queries, reports, and to populate a variety of business analytics. The contents of the data warehouse depend on the external HP applications that generate business data. For example, the data may originate from external applications such as Asset Manager, or HP Project and Portfolio Management.

    During the installation of Data Warehouse, SAP BusinessObjects Data Services for IT Executive Scorecard, the access mechanism that performs physical data extraction from the source repositories to the target database, is also installed on the Data Warehouse server.

  • Executive Scorecard Application - Executive Scorecard provides means to define IT goals and objectives, to measure performance, and provides actionable insights into performance improvement plans.

Other critical external components include:

  • A Relational Database Management System (RDBMS) Server - A Microsoft SQL Server 2008 Enterprise Edition with SP 2 server that hosts the various SAP BusinessObjects Enterprise for IT Executive Scorecard, Data Warehouse and Executive Scorecard databases.
  • Source Application Servers - Source data originates in external application repositories. Data Warehouse consolidates the data from one or more of these external application repositories, and makes it available for analysis by Executive Scorecard

HP Licensing

The HP License Key Delivery Service web site (webware.hp.com) manages HP software licensing for the Executive Scorecard application. You can view or download the latest version of the ESD and Webware License Management Guide from this site. The guide describes the current process to obtain your entitlement certificate, which contains the HP order number that you need to generate your permanent license keys.

Follow the steps in the ESD and Webware License Management Guide to present your HP order number, select the products that need licenses, and provide other required information.

If you are a first time visitor to the web site, you will be asked to create an account with an email address and password. Most requests to generate permanent license keys require the following:

  • Executive Scorecard product name and number shown on the product receipt or in the email sent by HP to acknowledge the order.
  • The order number from the entitlement certificate.
  • A target server name and IP address.
  • Contact information, such as company name, your name, fax and phone numbers, and license ownership details.

If necessary, you can return to the HP License Key Delivery Service web site and retrieve the permanent, or temporary license keys again by selecting Manage Licenses on the web site home page and logging into your account.

If you have an existing SAP BusinessObjects Enterprise for IT Executive Scorecard installation, you can use that instance. If you purchase SAP BusinessObjects Enterprise for IT Executive Scorecard with the HP Executive Scorecard, the purchase includes the required licenses.

Other applications that generate or use data, require separate licenses.

Prerequisites

Install and Configure HP Executive Scorecard Using the Configuration and Installation Wizard

The HP Executive Scorecard Installation and Configuration Wizard is self-directing with embedded instructions and default values. You can change these values to suit your local environment. The Wizard consists of the following:

  • The Installer builds the directory structure and prepares the files for configuration.
  • The Configuration Wizard runs automatically on completion of the installer, collects relevant information and installs the selected components.

Order of Installation

The installation of a component often depends on the successful installation of other components.

Components must be installed in the following order:

  1. SAP BusinessObjects Enterprise for IT Executive Scorecard

    If you already use BusinessObjects Enterprise XI 3.1 with SP3 for other applications, you do not have to install a second instance that is dedicated to Executive Scorecard. You can use an existing SAP BusinessObjects Enterprise installation on a separate server, but it must be BusinessObjects Enterprise XI 3.1 with SP3 installed.

  2. HP Data Warehouse

    It is recommended that you install Data Warehouse.

    For more information on Data Warehouse, see the Data Warehouse Admin Guide.

  3. Executive Scorecard

Install Executive Scorecard - Single Server

  1. Close all Windows before you start the installation process.
  2. Insert the XS media into the CD/DVD drive. The installation wizard opens.

    Caution: The CD/DVD must remain in the drive until you complete the Executive Scorecard Configuration Wizard.

    Note: If the installation wizard does not start automatically, run the file: <DVD_ROOT>\Windows_Setup\HPXS_9.00_setup.exe

  3. Installation Section of Wizard

    Follow the prompts until you get to the Select Group page.

  4. On the Select Group page, select HP Executive Scorecard - Single Server Installation, and then click Next.
  5. On the Choose the folders page, click Next to accept the default application folder, or Browse to navigate to and then select a new application folder location.

    Note: If you enter a new application folder name, it cannot contain embedded spaces. For example a folder with a name HP XS is invalid.

    The wizard then runs a series of checks to validate system requirements.

  6. On the Install Checks page, ensure that all the installation checks are successful, and click Next.

    If an installation check failed, you might be required to perform corrective action before you can run the installer. Certain checks can be corrected after a component has been installed.

    Note: Checks not relevant to this server are passed automatically.

  7. On the Pre-Install Summary page, verify that the components you wish to install are listed, and then click Install.

    The file copying process starts. On completion, the Configuration Wizard begins.

    Note: If the server is not compliant with certain minimum system requirements such as free disk space, the install process does not begin.

  8. Management Database Section of Wizard

    On the Configure Management Database Settings page, Create a new database, or Connect to an existing one, and then click Next.

  9. On the Configure Management Database Connectivity Settings page, enter the following, and then click Next.

    Enter connectivity and authentication parameters for the MS SQL Server database:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the MS SQL Server hosting the Management database.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Management database.

    It is recommended that you use the following database naming convention:
    databasename_mng

    SQL Server authentication:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  10. On the Management Database Configuration Status page, verify that the Management database configuration was completed successfully, and then click Next.
  11. License Management Section of Wizard

    On the Load a License page, select one of the following, and then click Next.

    UI Element

    Description

    Load a permanent or temporary license

    Select to load one of the following license types:

    • Permanent - Has no expiry date and is loaded once during the post-install.
    • Temporary - Has an expiry date. On expiration, a new license must be loaded.

    To load a license, select Load a permanent or temporary license, click Load, Navigate to the license file provided by your supplier, and then click Load License.

    Get an evaluation license

    Select to load a one-off 60 day evaluation license. The remaining valid period of the license is displayed.

    Once the evaluation license terminates, you must load a temporary or permanent license.

  12. SAP BusinessObjects Enterprise for HP XS Section of Wizard

    On the SAP BusinessObjects Enterprise - Installation Directory page, click Next to accept the default installation directory, or Browse to navigate to and then select a new installation directory, and then click Next.

  13. On the SAP BusinessObjects Enterprise - Configure Server Connectivity page, enter the following, and then click Next.

    UI Element

    Description
    CMS port The port number of the CMS listener. The default value is 6400. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Administrator password

    The SAP BusinessObjects Enterprise for IT Executive Scorecard Administrator password.

    Note: This password is used in conjunction with the administrator user for the first time logon to the Executive Scorecard application.

    Note: The password must be at least 6 characters in length, and must contain a combination of two of the following; upper case, lower case, numbers and punctuation, and cannot contain the user name.

    Confirm administrator password

    Confirm the Administrator password.

    Tomcat port

    The port number of the Tomcat listener. The default value is 8080. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

  14. On the SAP BusinessObjects Enterprise - Configure Central Management Server (CMS) Database page, select Create a new CMS database, or Connect to an existing CMS database, and then click Next.
  15. On the Configure Central Management Server (CMS) Database Connectivity Settings page, if required enter the following, and then click Next.

    Enter database configuration parameters area:

    UI Element

    Description
    Host name The fully qualified domain name (FQDN) or IP address of the MS SQL 2008 Server hosting the CMS database.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the CMS database.

    It is recommended that you use the following database naming convention:

    databasename_cms

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  16. On the CMS Database Configuration Status page, verify that the CMS database configuration was completed successfully, and then click Next.
  17. On the SAP BusinessObjects Enterprise - Configure Audit Database page, select one of the following, and then click Next.

    UI Element

    Description
    Install Audit schema in the CMS database

    Installs the Audit database schema as part of the CMS database previously created.

    Create a new Audit database

    Creates a new Audit database.

    Connect to an existing Audit database Connect to an existing Audit database.
  18. If you Create a new Audit database, or Connect to an existing database, on the Configure Audit Database page, if required enter the following, and then click Next.

    Enter database configuration parameters area:

    UI Element

    Description
    Host name The fully qualified domain name (FQDN) or IP address of the MS SQL 2008 Server hosting the Audit database.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Audit database.

    It is recommended that you use the following database naming convention:
    databasename_audit

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  19. On the Audit Database Configuration Status page, verify that the Audit database configuration was completed successfully, and then click Next to install SAP BusinessObjects Enterprise.

    This step can take up to two hours to complete.

    Note: Wait for this installation to complete before you configure any other Executive Scorecard components.

  20. On the Configuration Status page, verify that the SAP BusinessObjects Enterprise configuration was completed successfully, and then click Next.
  21. Application Configuration Section of Wizard

    On the Configure Web Server Infrastructure Connectivity page, enter the following, and then click Next.

    UI Element

    Description
    Time Zone The Data Warehouse time zone used when consolidating the data extracted from the data sources.
    HTTP port The port of the HTTP listener. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    HTTPS port

    The port of the HTTPS listener. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

    SSO shared secret

    The shared secret that is used to authenticate communications with the SAP BusinessObjects Enterprise server.

    A check is performed to verify if a shared secret exists. If a shared secret exists, the shared secret entered here is verified. If a shared secret does not exist, one is created for SAP BusinessObjects Enterprise. This might take a while.

  22. Data Warehouse Section of Wizard

    On the Configure the SAP BusinessObjects Data Services Database page enter the following, and then click Next:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the MS SQL Server hosting the SAP BusinessObjects Data Services for IT Executive Scorecard database.

    Note:

    • You must not use localhost as the host name.
    • The character length of the Host name FQDN + the SAP BusinessObjects Data Services for IT Executive Scorecard database name + the Login Name must not exceed 63 characters.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the SAP BusinessObjects Data Services for IT Executive Scorecard database.

    It is recommended that you use the following database naming convention:

    databasename_bods

    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password of the specified login.
    New Login name

    A new MS SQL login created for the SAP BusinessObjects Data Services for IT Executive Scorecard database.

    A SAP BusinessObjects Data Services for IT Executive Scorecard database user account with the same name is automatically created.

    Note: The Login Name can only comprise alphanumeric characters and if required an underscore.

    Password

    The password for the new login.

    The same password is also applied to the database user account.

    Note:

    • The password can comprise alphanumeric characters and an underscore.
    • It is important that you save the password in a safe place as it may be required in certain disaster recovery scenarios.
    Confirm Password Confirm the password for the new login.
    Installation directory

    The location where you want to install SAP BusinessObjects Data Services for IT Executive Scorecard.

    The maximum allowable path length is 69 characters. In addition, the Installation directory field does not support multi-byte characters. To install the software on a system with a multi-byte locale, you must specify the installation directory with single-byte characters or use the default location.

    Note: To run the Designer, a user requires both read and write access to the installation directory.

  23. On the Create Staging Database page, enter the following, and then click Next:

    Enter the details of the Staging database area:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN), or IP address of the server hosting the Staging database.

    Note: You must not use localhost as the host name.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The database name of the Staging database.

    It is recommended that you use the following database naming convention:

    databasename_stg

    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password

    The password for the specified login.

     

    Set common password for users: dwabc, dwmetadata, dws, dwst, xrefgen area:

    The wizard creates the Staging database with the following login names, and identical database user names; dwabc, dwmetadata, dws, dwst, xrefgen.

    Enter the common password for these users.

    UI Element

    Description
    Password

    The MS SQL login and database user password for the dwabc, dwmetadata, dws, dwst, xrefgen users.

    These users must always have the same password.

    Note:

    • The password can comprise alphanumeric characters and an underscore.
    • It is important that you save the password in a safe place as it may be required in certain disaster recovery scenarios.
    • This password must also be used when creating the dwt user on the Create Target Database page.
    Confirm Password Confirm the common password.
  24. On the Create Target Database page, enter the following, and then click Next.

    Enter the details of the Staging database area:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the server hosting the target database.

    Note: You must not use localhost as the host name.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the target database.

    It is recommended that you use the following database naming convention:

    databasename_trg

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified login that creates the Target database.

    Set common password for users: dwabc; dwmetadata;dws; dwst; xrefgen area

    The wizard creates the Target database, a dwt login name, and an identical database user name. Enter the common password for the dwt login name.

    UI Element

    Description
    Password

    The password for the dwt MS SQL login and database user name. The dwt login name is mapped to the dwt database user name.

    Note:

    • The password can comprise alphanumeric characters and an underscore.
    • It is important that you save the password in a safe place as it may be required in certain disaster recovery scenarios.
    • This password must be identical to the password used when creating the dwabc, dwmetadata, dws, dwst, xrefgen logins on the Create Staging Database page.
    Confirm Password Confirm the dwt user password.
  25. On the General Dimensions page, enter the following, and then click Next.

    Period Dimension area:

    UI Element

    Description
    First Year

    The first year in the period dimension is the first year used when automatically populating Data Warehouse tables with yearly, quarterly, monthly, weekly and daily records. The default is 2005. Change the First Year value by clicking the up or down arrows.

    Note: The First Year can be changed later on in the Executive Scorecard Admin application, followed by running the dw_period_dim_generator utility.

    For more information, see Change the Data Warehouse Period dimensions in the Data Warehouse Admin Guide.

    Last Year

    The last year in the period dimension is the last year used when automatically populating Data Warehouse tables with yearly, quarterly, monthly, weekly and daily records.The default is 2025. Change the Last Year value by clicking the up or down arrows.

    Note:

    • The Last Year must not be lower than the current year.
    • The Last Year can be changed later on in the Executive Scorecard Admin application, followed by running the dw_period_dim_generator utility.

    For more information see Change the Data Warehouse Period dimensions in the Data Warehouse Admin Guide.

    First fiscal month of the year

    The first fiscal month of the year in your organization.

    Currency area:

    UI Element

    Description
    Default Currency

    The currency to use as default. You can select $ as a default.

    Tip: If you are using the HP Project and Portfolio Management or the HP Asset Manager applications as data sources, make sure that you select the currency corresponding to the currency defined in these applications. For a list of currencies, see "IT Executive Scorecard Installation and Configuration Guide".

  26. On the Configure External Source File Location page, enter the following, and then click Next.

    UI Element

    Description
    Location

    The location of the external source files used by Data Warehouse.

    The default location is: <Installationdirectory>\agora\
    DataWarehouse\ExternalSources

  27. On the Configuration Summary page ensure that all the Data Warehouse components were successfully configured, and then click Next.
  28. Executive Scorecard Section of Wizard

    On the Configure Executive Scorecard database page, select whether you want to Create a new Executive Scorecard database or Connect to an existing Executive Scorecard database.

  29. On the Executive Scorecard Database Configuration page, enter the following, and then click Next.

    Enter the Executive Scorecard database configuration parameters:

    UI Element

    Description
    Host name The fully qualified domain name (FQDN) or IP address of the server hosting the Executive Scorecard database.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Executive Scorecard database.

    It is recommended that you use the following database naming convention:

    databasename_app

    SQL Server authentication:

    UI Element

    Description
    User Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified login.
  30. On the Executive Scorecard Database Configuration Status page, verify that the Executive Scorecard database was created successfully, and then click Next to install Executive Scorecard.
  31. On the Executive Scorecard Summary page, ensure that the Executive Scorecard configuration was completed successfully, and click Finish.
  32. Data sources and content packs require further configuration in the Executive Scorecard application. For more information on configuring Data Warehouse, refer to the Data Warehouse Admin Guide.

 

Install BusinessObjects Enterprise XI 3.1

SAP BusinessObjects Enterprise for IT Executive Scorecard must be the first component you install, and it consists of the foundation installation and SAP BusinessObjects Enterprise for IT Executive Scorecard installation.

  1. Ensure that you have the relevant installation settings required for the installation as described in the "Database Naming Conventions and Installation Checklists "
  2. Close all Windows before you start the installation process.
  3. Insert the XS media into the CD/DVD drive. The installation wizard opens.

    Caution: The CD/DVD must remain in the drive until you complete the Executive Scorecard Configuration Wizard.

    Note: If the installation wizard does not start automatically, run the file: <DVD_ROOT>\Windows_Setup\HPXS_9.00_setup.exe

  4. Installation Section of Wizard

    Follow the prompts until you get to the Select Group page.

  5. On the Select Group page, select HP Executive Scorecard - Distributed Installation, and then click Next.
  6. On the Select Features page, select the component you are installing on this server, and then click Next.

    Common Components are automatically selected and installed with each component.

  7. On the Choose the folders page, click Next to accept the default application folder, or Browse to navigate to and then select a new application folder location.

    Note: If you enter a new application folder, it cannot contain embedded spaces. For example a folder with a name HP XS is invalid.

    The wizard then runs a series of checks to validate system requirements.

  8. On the Install Checks page, ensure that all the installation checks are successful. If an installation check fails, you might be required to perform corrective action before you can run the installer. Certain checks can be corrected after a component has been installed.

    Note: Checks not relevant to this server are passed automatically.

  9. On the Pre-Install Summary page, verify that the components you wish to install are listed, and then click Install.

    The file copying process starts, and on completion, the Configuration Wizard begins.

    Note: If the server is not compliant with certain minimum system requirements such as free disk space, the install process does not begin.

  10. Management Database Section of Wizard

    On the Configure Management Database Settings page, Create a new database, or Connect to an existing one, and then click Next.

  11. On the Configure Management Database Connectivity Settings page, enter the following, and then click Next.

    Enter connectivity and authentication parameters for the MS SQL Server database:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the MS SQL Server hosting the Management database.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Management database.

    It is recommended that you use the following database naming convention:
    databasename_mng

    SQL Server authentication:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  12. On the Management Database Configuration Status page, verify that the Management database configuration was completed successfully, and then click Next.
  13. License Management Section of Wizard

    On the Load a License page, select one of the following, and then click Next.

    UI Element

    Description

    Load a permanent or temporary license

    Select to load one of the following license types:

    • Permanent - Has no expiry date and is loaded once during the post-install.
    • Temporary - Has an expiry date. On expiration, a new license must be loaded.

    To load a license, select Load a permanent or temporary license, click Load, Navigate to the license file provided by your supplier, and then click Load License.

    Get an evaluation license

    Select to load a one-off 60 day evaluation license. The remaining valid period of the license is displayed.

    Once the evaluation license terminates, you must load a temporary or permanent license.

  14. SAP BusinessObjects Enterprise Section of Wizard

    On the SAP BusinessObjects Enterprise - Installation Directory page, click Next to accept the default installation directory, or Browse to navigate to and then select a new installation directory.

  15. On the SAP BusinessObjects Enterprise - Configure Server Connectivity page, enter the following, and then click Next.

    UI Element

    Description
    CMS port The port number of the CMS listener. The default value is 6400. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Administrator password

    The SAP BusinessObjects Enterprise for IT Executive Scorecard Administrator password.

    Note: This password is used in conjunction with the administrator user for the first time logon to the Executive Scorecard application.

    Note: The password must be at least 6 characters in length, and must contain a combination of two of the following; upper case, lower case, numbers and punctuation, and cannot contain the user name.

    Confirm administrator password

    Confirm the Administrator password.

    Tomcat port

    The port number of the Tomcat listener. The default value is 8080. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

  16. On the SAP BusinessObjects Enterprise - Configure Central Management Server (CMS) Database page, Create a new CMS database, or Connect to an existing CMS database, and then click Next.

  17. On the Configure Central Management Server (CMS) Database Connectivity Settings page, if required enter the following, and then click Next.

    Enter database configuration parameters area:

    UI Element

    Description
    Host name The fully qualified domain name (FQDN) or IP address of the MS SQL 2008 Server hosting the CMS database.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the CMS database.

    It is recommended that you use the following database naming convention:

    databasename_cms

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  18. On the CMS Database Configuration page, verify that the CMS database configuration was completed successfully, and then click Next.
  19. On the SAP BusinessObjects Enterprise - Configure Audit Database page, select one of the following, and then click Next.

    UI Element

    Description
    Install Audit schema in the CMS database

    Installs the Audit database schema as part of the CMS database previously created.

    Create a new Audit database

    Creates a new Audit database.

    Connect to an existing Audit database Connect to an existing Audit database.
  20. If you Create a new Audit database, or Connect to an existing database, on the Configure Audit Database page, if required enter the following, and then click Next.

    Enter database configuration parameters area:

    UI Element

    Description
    Host name The fully qualified domain name (FQDN) or IP address of the MS SQL 2008 Server hosting the Audit database.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Audit database.

    It is recommended that you use the following database naming convention:
    databasename_audit

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  21. On the Audit Database Configuration Status page verify that the Audit database configuration was completed successfully.
  22. On the Audit Database Configuration Status page, verify that the Audit database configuration was completed successfully, and then click Next to install SAP BusinessObjects Enterprise.

    This step can take up to two hours to complete.

    Note: Wait for this installation to complete before you configure any other Executive Scorecard components.

  23. On the Configuration Status page, verify that SAP BusinessObjects Enterprise configuration was completed successfully, and then click Next.
  24. On the Summary page, verify that the Configuration Wizard completed successfully, and click Finish.

Install Data Warehouse

Data Warehouse must only be installed once you have a SAP BusinessObjects Enterprise for IT Executive Scorecard installation.

  1. Ensure that you have the relevant installation settings required for the installation as described in the "Database Naming Conventions and Installation Checklists "
  2. Close all Windows before you start the installation process.
  3. Insert the XS media into the CD/DVD drive. The installation wizard opens.

    Caution: The CD/DVD must remain in the drive until you complete the Executive Scorecard Configuration Wizard.

    Note: If the installation wizard does not start automatically, run the file: <DVD_ROOT>\Windows_Setup\HPXS_9.00_setup.exe

  4. Installation Section of Wizard

    Follow the prompts until you get to the Select Group page.

  5. On the Select Group page, select HP Executive Scorecard - Distributed Installation, and then click Next.
  6. On the Select Features page, select the component you are installing on this server, and then click Next.

    Common Components are automatically selected and installed with each component.

  7. On the Choose the folders page, click Next to accept the default application folder, or Browse to navigate to and then select a new application folder location.

    Note: If you enter a new application folder, it cannot contain embedded spaces. For example a folder with a name HP XS is invalid.

    The wizard then runs a series of checks to validate system requirements.

  8. On the Install Checks page, ensure that all the installation checks are successful. If an installation check fails, you might be required to perform corrective action before you can run the installer. Certain checks can be corrected after a component has been installed.

    Note: Checks not relevant to this server are passed automatically.

  9. On the Pre-Install Summary page, verify that the components you wish to install are listed, and then click Install.

    The file copying process starts, and on completion, the Configuration Wizard begins.

    Note: If the server is not compliant with certain minimum system requirements such as free disk space, the install process does not begin.

  10. Management Database Section of Wizard

    On the Configure Management Database Settings page, Create a new database, or Connect to an existing one, and then click Next.

  11. On the Configure Management Database Connectivity Settings page, enter the following, and then click Next.

    Enter connectivity and authentication parameters for the MS SQL Server database:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the MS SQL Server hosting the Management database.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Management database.

    It is recommended that you use the following database naming convention:
    databasename_mng

    SQL Server authentication:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  12. On the Management Database Configuration Status page, verify that the Management database configuration was completed successfully, and then click Next.
  13. License Management Section of Wizard

    On the Load a License page, select one of the following, and then click Next.

    UI Element

    Description

    Load a permanent or temporary license

    Select to load one of the following license types:

    • Permanent - Has no expiry date and is loaded once during the post-install.
    • Temporary - Has an expiry date. On expiration, a new license must be loaded.

    To load a license, select Load a permanent or temporary license, click Load, Navigate to the license file provided by your supplier, and then click Load License.

    Get an evaluation license

    Select to load a one-off 60 day evaluation license. The remaining valid period of the license is displayed.

    Once the evaluation license terminates, you must load a temporary or permanent license.

  14. Application Configuration Section of Wizard

    On the Configure Web Server Infrastructure Connectivity page, enter the following, and click Next.

    Data related configuration area:

    UI Element (A-Z)

    Description
    Time Zone The Data Warehouse time zone used when consolidating the data extracted from the data sources.

    Web Server Configuration area:

    UI Element (A-Z)

    Description
    HTTP port

    The port of the HTTP listener. The default port is 80. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

    Note: If you want to use the default HTTP port in the Executive Scorecard installation, you must ensure that port 80 is not in use by another process.

    HTTPS port

    The port of the HTTPS listener. The default port is 443. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

    Business Objects Enterprise area:

    UI Element (A-Z)

    Description
    Confirm SSO shared secret Confirmation of the SSO shared secret.
  15. If you are using an installation of SAP BusinessObjects Enteprise that was not installed as part of the Executive Scorecard deployment, on the Configure Infrastructure Connectivity Page, enter the following:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the SAP BusinessObjects Enterprise XI 3.1 server.

    CMS Port The port number used by the CMS listener. The default value when SAP BusinessObjects Enterprise for IT Executive Scorecard is installed as part of the Executive Scorecard installation, is 6400.
    Administrator User name

    The SAP BusinessObjects Enterprise XI 3.1 administrator user name.

    Note: This user name and the following password are used when logging in to the Executive Scorecard and Data Warehouse applications.

    Administrator password The SAP BusinessObjects Enterprise XI 3.1 administrator password.
    Confirm Administrator password Confirmation of the administrator password.
    SSO shared secret The shared secret that is used to authenticate communications with the SAP BusinessObjects Enterprise XI 3.1 server. If trusted authentication is configured, the shared secret entered is validated against the SAP BusinessObjects Enterprise XI 3.1 server. If trusted authentication is not configured, the entered shared secret is configured on the SAP BusinessObjects Enterprise XI 3.1 server.
    Confirm SSO shared secret Confirmation of the SSO shared secret.
    Authentication scheme

    Select one of the following SAP BusinessObjects Enterprise XI 3.1 authentication schemes that contains the administrator account:

    • secEnterprise - When the SAP BusinessObjects administrator account is a native Enterprise account.
    • secLDAP - When the SAP BusinessObjects administrator account originates from an LDAP user database.
    Tomcat Port The port used by the Tomcat listener. The default value is 8080. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
  16. Data Warehouse Section of Wizard

    On the Configure the SAP BusinessObjects Data Services Database page enter the following:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the MS SQL Server hosting the SAP BusinessObjects Data Services for IT Executive Scorecard database.

    Note:

    • You must not use localhost as the host name.
    • The character length of the Host name FQDN + the SAP BusinessObjects Data Services for IT Executive Scorecard database name + the Login Name must not exceed 63 characters.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the SAP BusinessObjects Data Services for IT Executive Scorecard database.

    It is recommended that you use the following database naming convention:

    databasename_bods

    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password of the specified login.
    New Login name

    A new MS SQL login created for the SAP BusinessObjects Data Services for IT Executive Scorecard database.

    A SAP BusinessObjects Data Services for IT Executive Scorecard database user account with the same name is automatically created.

    Note: The Login Name can only comprise alphanumeric characters and if required an underscore.

    Password

    The password for the new login.

    The same password is also applied to the database user account.

    Note:

    • The password can comprise alphanumeric characters and an underscore.
    • It is important that you save the password in a safe place as it may be required in certain disaster recovery scenarios.
    Confirm Password Confirm the password for the new login.
    Installation directory

    The location where you want to install SAP BusinessObjects Data Services for IT Executive Scorecard.

    The maximum allowable path length is 69 characters. In addition, the Installation directory field does not support multi-byte characters. To install the software on a system with a multi-byte locale, you must specify the installation directory with single-byte characters or use the default location.

    Note: To run the Designer, a user requires both read and write access to the installation directory.

  17. On the Configure External Source Archive File Location page enter the following:

    Specify the external source archiving folder:

    UI Element

    Description
    Enable external source archiving folder

    Select to start archiving external data source data files.

    Location

    Specify where you want to archive the external data source data files.

    Note: Because archiving data files can be memory intensive, it is recommended to archive to a dedicated separate logical drive.

  18. On the Create Staging Database page, enter the following:

    Enter the details of the Staging database area:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN), or IP address of the server hosting the Staging database.

    Note: You must not use localhost as the host name.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The database name of the Staging database.

    It is recommended that you use the following database naming convention:

    databasename_stg

    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password

    The password for the specified login.

     

    Set common password for users: dwabc, dwmetadata, dws, dwst, xrefgen area:

    The wizard creates the Staging database with the following login names, and identical database user names; dwabc, dwmetadata, dws, dwst, xrefgen.

    Enter the common password for these users.

    UI Element

    Description
    Password

    The MS SQL login and database user password for the dwabc, dwmetadata, dws, dwst, xrefgen users.

    These users must always have the same password.

    Note:

    • The password can comprise alphanumeric characters and an underscore.
    • It is important that you save the password in a safe place as it may be required in certain disaster recovery scenarios.
    • This password must also be used when creating the dwt user on the Create Target Database page.
    Confirm Password Confirm the common password.
  19. On the Create Target Database page, enter the following:

    Enter the details of the Staging database area:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the server hosting the target database.

    Note: You must not use localhost as the host name.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the target database.

    It is recommended that you use the following database naming convention:

    databasename_trg

    SQL Server authentication area:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified login that creates the Target database.

    Set common password for users: dwabc; dwmetadata;dws; dwst; xrefgen area

    The wizard creates the Target database, a dwt login name, and an identical database user name. Enter the common password for the dwt login name.

    UI Element

    Description
    Password

    The password for the dwt MS SQL login and database user name. The dwt login name is mapped to the dwt database user name.

    Note:

    • The password can comprise alphanumeric characters and an underscore.
    • It is important that you save the password in a safe place as it may be required in certain disaster recovery scenarios.
    • This password must be identical to the password used when creating the dwabc, dwmetadata, dws, dwst, xrefgen logins on the Create Staging Database page.
    Confirm Password Confirm the dwt user password.
  20. On the General Dimensions page, enter the following:

    Period Dimension area:

    UI Element

    Description
    First Year

    The first year in the period dimension is the first year used when automatically populating Data Warehouse tables with yearly, quarterly, monthly, weekly and daily records. The default is 2005. Change the First Year value by clicking the up or down arrows.

    Note: The First Year can be changed later on in the Executive Scorecard Admin application, followed by running the dw_period_dim_generator utility.

    For more information, see Change the Data Warehouse Period dimensions in the Data Warehouse Admin Guide.

    Last Year

    The last year in the period dimension is the last year used when automatically populating Data Warehouse tables with yearly, quarterly, monthly, weekly and daily records.The default is 2025. Change the Last Year value by clicking the up or down arrows.

    Note:

    • The Last Year must not be lower than the current year.
    • The Last Year can be changed later on in the Executive Scorecard Admin application, followed by running the dw_period_dim_generator utility.

    For more information see Change the Data Warehouse Period dimensions in the Data Warehouse Admin Guide.

    First fiscal month of the year

    The first fiscal month of the year in your organization.

    Currency area:

    UI Element

    Description
    Default Currency

    The currency to use as default. You can select $ as a default.

    Tip: If you are using the HP Project and Portfolio Management or the HP Asset Manager applications as data sources, make sure that you select the currency corresponding to the currency defined in these applications. For a list of currencies, see "IT Executive Scorecard Installation and Configuration Guide".

  21. On the Configure External Source File Location page, enter the following:

    UI Element

    Description
    Location

    The location of the external source files used by Data Warehouse.

    The default location is: <Installationdirectory>\agora\
    DataWarehouse\ExternalSources

  22. On the Configuration Summary page ensure that all the Data Warehouse components were successfully configured.
  23. On the Summary page, verify that the Configuration Wizard completed successfully,and then click Finish.
  24. Data sources and content packs require further configuration in the Executive Scorecard application. For more information on configuring Data Warehouse, refer to the Data Warehouse Admin Guide.

Install the Executive Scorecard Component

The Executive Scorecard component should be installed after the SAP BusinessObjects Enterprise for IT Executive Scorecard, and Data Warehouse components.

  1. Ensure that you have the relevant installation settings required for the installation as described in the "Database Naming Conventions and Installation Checklists "
  2. Close all Windows before you start the installation process.
  3. Insert the XS media into the CD/DVD drive. The installation wizard opens.

    Caution: The CD/DVD must remain in the drive until you complete the Executive Scorecard Configuration Wizard.

    Note: If the installation wizard does not start automatically, run the file: <DVD_ROOT>\Windows_Setup\HPXS_9.00_setup.exe

  4. Installation Section of Wizard

    Follow the prompts until you get to the Select Group page.

  5. On the Select Group page, select HP Executive Scorecard - Distributed Installation, and then click Next.
  6. On the Select Features page, select the component you are installing on this server, and then click Next.

    Common Components are automatically selected and installed with each component.

  7. On the Choose the folders page, click Next to accept the default application folder, or Browse to navigate to and then select a new application folder location.

    Note: If you enter a new application folder, it cannot contain embedded spaces. For example a folder with a name HP XS is invalid.

    The wizard then runs a series of checks to validate system requirements.

  8. On the Install Checks page, ensure that all the installation checks are successful. If an installation check fails, you might be required to perform corrective action before you can run the installer. Certain checks can be corrected after a component has been installed.

    Note: Checks not relevant to this server are passed automatically.

  9. On the Pre-Install Summary page, verify that the components you wish to install are listed, and then click Install.

    The file copying process starts, and on completion, the Configuration Wizard begins.

    Note: If the server is not compliant with certain minimum system requirements such as free disk space, the install process does not begin.

  10. Management Database Section of Wizard

    On the Configure Management Database Settings page, Create a new database, or Connect to an existing one, and then click Next.

  11. On the Configure Management Database Connectivity Settings page, enter the following, and then click Next.

    Enter connectivity and authentication parameters for the MS SQL Server database:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the MS SQL Server hosting the Management database.

    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Management database.

    It is recommended that you use the following database naming convention:
    databasename_mng

    SQL Server authentication:

    UI Element

    Description
    Login Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified user.
  12. On the Management Database Configuration Status page, verify that the Management database configuration was completed successfully, and then click Next.
  13. License Management Section of Wizard

    On the Load a License page, select one of the following, and then click Next.

    UI Element

    Description

    Load a permanent or temporary license

    Select to load one of the following license types:

    • Permanent - Has no expiry date and is loaded once during the post-install.
    • Temporary - Has an expiry date. On expiration, a new license must be loaded.

    To load a license, select Load a permanent or temporary license, click Load, Navigate to the license file provided by your supplier, and then click Load License.

    Get an evaluation license

    Select to load a one-off 60 day evaluation license. The remaining valid period of the license is displayed.

    Once the evaluation license terminates, you must load a temporary or permanent license.

  14. Application Configuration Section of Wizard

    On the Configure Web Server Infrastructure Connectivity page, enter the following:

    Data related configuration area:

    UI Element (A-Z)

    Description
    Time Zone The Data Warehouse time zone used when consolidating the data extracted from the data sources.

    Web Server Configuration area:

    UI Element (A-Z)

    Description
    HTTP port

    The port of the HTTP listener. The default port is 80. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

    Note: If you want to use the default HTTP port in the Executive Scorecard installation, you must ensure that port 80 is not in use by another process.

    HTTPS port

    The port of the HTTPS listener. The default port is 443. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).

    Business Objects Enterprise area:

    UI Element (A-Z)

    Description
    Confirm SSO shared secret Confirmation of the SSO shared secret.
  15. If you are using an installation of SAP BusinessObjects Enterprise that was not installed as part of the Executive Scorecard deployment, on the Configure Infrastructure Connectivity Page, enter the following:

    UI Element

    Description
    Host name

    The fully qualified domain name (FQDN) or IP address of the SAP BusinessObjects Enterprise XI 3.1 server.

    CMS Port The port number used by the CMS listener. The default value when SAP BusinessObjects Enterprise for IT Executive Scorecard is installed as part of the Executive Scorecard installation, is 6400.
    Administrator User name

    The SAP BusinessObjects Enterprise XI 3.1 administrator user name.

    Note: This user name and the following password are used when logging in to the Executive Scorecard and Data Warehouse applications.

    Administrator password The SAP BusinessObjects Enterprise XI 3.1 administrator password.
    Confirm Administrator password Confirmation of the administrator password.
    SSO shared secret The shared secret that is used to authenticate communications with the SAP BusinessObjects Enterprise XI 3.1 server. If trusted authentication is configured, the shared secret entered is validated against the SAP BusinessObjects Enterprise XI 3.1 server. If trusted authentication is not configured, the entered shared secret is configured on the SAP BusinessObjects Enterprise XI 3.1 server.
    Confirm SSO shared secret Confirmation of the SSO shared secret.
    Authentication scheme

    Select one of the following SAP BusinessObjects Enterprise XI 3.1 authentication schemes that contains the administrator account:

    • secEnterprise - When the SAP BusinessObjects administrator account is a native Enterprise account.
    • secLDAP - When the SAP BusinessObjects administrator account originates from an LDAP user database.
    Tomcat Port The port used by the Tomcat listener. The default value is 8080. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
  16. Executive Scorecard Section of Wizard

    On the Configure Executive Scorecard database page, select whether you want to connect to an existing database or create a new one.

  17. On the Executive Scorecard Database Configuration page, enter the following:

    Enter the Executive Scorecard database configuration parameters:

    UI Element

    Description
    Host name The fully qualified domain name (FQDN) or IP address of the server hosting the Executive Scorecard database.
    Port The port of the MS SQL server listener. The default port is 1433. For more information about ports, see the Support Matrix document available from the Support Site (http://h20230.www2.hp.com/selfsolve/manuals or from the Installation DVD).
    Database name

    The name of the Executive Scorecard database.

    It is recommended that you use the following database naming convention:

    databasename_app

    SQL Server authentication:

    UI Element

    Description
    User Name

    The MS SQL login name used to create or connect to the database.

    The user must have the administrator permissions.

    Note: Do not use XS as a new database user name because the XS user name is already used internally.

    Password The password for the specified login.
  18. On the Executive Scorecard Database Configuration Status page, verify that the Executive Scorecard database was created successfully, and then click Next to install Executive Scorecard.
  19. On the Executive Scorecard Summary page, ensure that the Executive Scorecard configuration was completed successfully, and then click Next.
  20. On the Summary page, verify that the Configuration Wizard completed successfully, and then click Finish.

Note: The post-install wizard should start automatically at this stage.

Database Naming Conventions and Installation Checklists

Database Naming Conventions

It is recommended that you use the following database naming conventions when configuring databases in the Executive Scorecard Configuration Wizard:

 
Database Type Naming convention
Management databasename_mng
SAP BusinessObjects CMS databasename_cms
SAP BusinessObjects Audit databasename_audit
SAP BusinessObjectsData Services databasename_bods
Data Warehouse Staging databasename_stg
Data Warehouse Target databasename_trg
Executive Scorecard Application databasename_app

Installation Checklists

The following checklists help you prepare for the steps that you complete to install and configure a working Executive Scorecard environment. In each checklist gather the relevant configuration information before you begin your installation.

Install FPA alongside Executive Scorecard

The Financial Planning and Analysis component must be installed only after the Executive Scorecard SAP BusinessObjects Enterprise for IT Executive Scorecard, and Data Warehouse components are installed with this software.

Important note:

  • SAP BusinessObjects Enterprise for IT Executive Scorecard and Data Warehouse can be used by both Executive Scorecard and Financial Planning and Analysis
  • The Executive Scorecard Application and the Financial Planning and Analysis Web Tier cannot be installed on the same server.

Caution: Financial Planning and Analysis must be installed on a separate server, as part of a production system in a distributed server environment.
Do not install Financial Planning and Analysis on the same server as any Executive Scorecard component.

  1. Pre-requisite: You must have performed the previous installation steps of the Executive Scorecard SAP BusinessObjects Enterprise for IT Executive Scorecard, and Data Warehouse components"Database Naming Conventions and Installation Checklists "
  2. Close all Windows before you start the installation process.
  3. On the Data Warehouse server: 
    1. Insert the Financial Planning and Analysis Content Pack media into the CD/DVD drive on the Data Warehouse server. The installation wizard opens.

      You must install the Financial Planning and Analysis Content Pack manually because it has not been automatically installed with the Data Warehouse for Executive Scorecard Content Packs.

      Caution: The CD/DVD must remain in the drive until you complete the Executive Scorecard Configuration Wizard.

      Note: If the installation wizard does not start automatically, run the file: <DVD_ROOT>\Windows_Setup\HPXS_9.00_setup.exe.

    2. Installation Section of Wizard

      Follow the prompts until you get to the Select Group page.

    3. On the Select Group page, select HP FPA - Distributed Installation, and then click Next.
    4. On the Select Features page, select FPA Data Warehouse Content (Install on DWH Server Only), and then click Next.

      Common Components are automatically selected and installed with each component.

    5. On the Choose the folders page, click Next to accept the default application folder, or Browse to navigate to and then select a new application folder location.

      Note: You must select a folder that is different from the folder where the Data Warehouse is installed.

      Note that the name of the application folder should not contain embedded spaces. For example a folder with a name HP FPA is invalid.

      The wizard then runs a series of checks to validate system requirements.

    6. On the Install Checks page, ensure that all the installation checks are successful. If an installation check fails, you might be required to perform corrective action before you can run the installer. Certain checks can be corrected after a component has been installed.

      Note: Checks not relevant to this server are passed automatically.

    7. On the Pre-Install Summary page, verify that the components you wish to install are listed, and then click Install.

      The file copying process starts, and on completion, the Configuration Wizard begins.

      Note: If the server is not compliant with certain minimum system requirements such as free disk space, the install process does not begin.

    8. Click Next in the Introduction page.
    9. Management Database Section of Wizard

      On the Management Database - Configure Management Database Settings page, select Connect to an existing one, and then click Next.

    10. On the Management Database - Configure Management Database Connectivity Settings page, the data is automatically entered. Do not change it. Click Next.

    11. On the Management Database - Management Database Configuration Status page, verify that the Management database configuration was completed successfully, and then click Next.
    12. License Management Section of Wizard

      On the License Management - Load a License page, the data is automatically entered. Do not change it. Click Next.

    13. Application Configuration Section of Wizard
    14. On the Application Configuration - Configure Web Server Infrastructure Connectivity page, the data is automatically entered. Do not change it. Click Next.
    15. On the Data Warehouse - Configure Data Warehouse page, select Skip the Data Warehouse configuration, and click Next. A confirmation page appears. Click Next.
    16. On the HP FPA Content Pack - Configuration Completed page, verify that the Configuration Wizard completed successfully, and then click Next.
    17. On the Summary page, verify that the Configuration Wizard completed successfully, and then click Finish.
    18. On the Installation Complete page, click Done. The FPA Content Pack is now installed on the Data Warehouse Server.
  4. Install the Financial Planning and Analysis Application on a separate server.Install the Financial Planning and Analysis Application. Note that you should select a distributed installation and only the FPA Web Tier component, and make sure that you are pointing to the same Management database as Executive Scorecard. For details, see the Financial Planning and Analysis Installation and Configuration Guide.

Uninstall IT Executive Scorecard Components

Uninstall Executive Scorecard components as follows:

  1. On the taskbar of each server with an Executive Scorecard component, click Start > All Programs > HP Executive Scorecard > Administration > Uninstall HP Executive Scorecard.

    This uninstalls:

    1. The installed component and all patches and content packs.
    2. The Web Server service on the Data Warehouse and Executive Scorecard servers.
    3. All files created in the installation process.
    4. SAP BusinessObjects Enterprise for IT Executive Scorecard, and SAP BusinessObjects Data Services for IT Executive Scorecard.