Make It Look Like Your Own: Customizing SAP BI 4.1

September 9–11, 2013 Anaheim, California

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Learning Points

 Learn what you can do with BI launch pad In-Product Customization

 Learn what you can do with the Install Customization Tool

Agenda

 Features Overview

 BI launch pad In-Product Customization

 Installer and Crystal Report 2011 Customization

 Demo

Features Overview

 BI launch pad / Open Document Customization

 Business Intelligence Platform Installer Customization

Key Concepts – Web Application Customization

 Installation package

 Customization template

 Template.zip file in the Collaterals\CustomizationTemplate

 BOE WAR file

 Branding bundles

 com.businessobjects.webpath.InfoViewBranding.jar

 com.businessobjects.webpath.OpenDocumentBranding.jar

Customization Process for BI launch pad

Decide what customizations are required Extract branding bundles from template.zip Create Customization files Deploy customization files Result: Customized BI launch pad

BI launch pad In-Product Customization

 What can you customize?

 Logo

 Branding (or “skinning”)

 Theming

 Easily customizable

 Ease of delivery to customers

 Changes persist throughout product lifecycle (maintenance)

Best Practices

 Test the customization first on a test installation before performing customizations on your production systems

 Never modify the properties file in the C:\Program Files (x86)\SAP

BusinessObjects\SAP BusinessObjects Enterprise XI

4.0\warfiles\webapps\BOE\WEB-INF\config\default directory as only changes

in the custom directory will be maintained over patches.

 Never modify the properties files directly in the tomcat work directory as they will be overridden during a patch or when re-deploying your web application.

BI launch pad In-Product Customization

NOTE: not all components are customizable through this process.

BI launch pad Branding (SAP BI 4.0 FP3)

 Supported Branding

 Logos

 On BI launch pad and OpenDocument logon pages, top right corner

 On BI launch pad application page, top-left corner

 Application title

 On BI launch pad and OpenDocument logon page

 URLs to access the application

 BI launch pad logon path (defaults to BI/)

Example 1: How to change name of BI launch pad

1. Create BIlaunchpad.properties file in folder

 SAP BusinessObjects\SAP BusinessObjects Enterprise XI4.0\warfiles\webapps\BOE\WEB-INF\config\custom

2. Add the following properties

 app.name=My BI launch pad

 app.name.greeting=BusinessObjects

 app.name.short=My BI launch pad

BI launch pad Theming (4.0 FP3)

 Supported Theming

 Colors

 Change colors defined in CSS

 Change colors defined by images

 Images and Icons

 All Images and icons used in the application

 Does not include document type/plugin icons

Example 2: How to theme BI launch pad?

1. Create BI launch pad and OpenDocument branding bundle  com.businessobjects.webpath.InfoViewBranding.jar

 com.businessobjects.webpath.OpenDocumentBranding.jar

2. Bundle contain

An image directory with all

images supported for customization The icon displayed

in the browser URL bar

Certain animated gifs (e.g. progress indicator) Custom css file which allows overriding of certain

background colors, patterns, css styles such as border, paddling, and margins

Example 2: How to theme BI launch pad?

3. Drop bundle in folder

 SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\warfiles\webapps\BOE\WEB-INF\eclipse\plugins

Documentation and Samples

 The collaterals in template.zip contain a sample customization of BI launch pad and OpenDocument containing a custom.css file as well as all images that can be customized

 SAP BusinessObjects BI Customization Guide contains detailed documentation

Example 3: Customize BI launch pad Preferences

 Customize BI launch pad starting page

 Home Tab  Default or custom BI workspace  Document Tab  My Documents  Folders  Categories

How does it work?

SAP Release Customizations

SAP Cu_sto miz atio n fo_lde r

Planning Your Customization Process

Base BI Platform setup.exe Decide what customizations are required Write the configuration file (oem.xml) Run the customization tool (OEMtool.exe) Customized BI Platform setup.exe

Best Practices for Creating Customized Install

 Validate the configuration file

 Reduce Product Size

 Apply customized names consistently

 Consider name change in all languages

 Modify patch installation programs to be consistent with the main installation program

 Test rollback, modify, and repair installations for Support Packages and patches

Decide What Customizations are Required

 What can you customize?

 Installer branding/graphics (e.g. change product name, change billboard, graphics, start menu, directory, etc.)

 Create custom installation and maintenance packages by removing undesired features

 Embed key code

 Swapping installer graphics using the customization tool

Graphic Rebranding

 The product name and version appears on the top window banner and in text throughout the setup UI

Creating Customized Installation Packages

 The feature tree can be customized to include only the necessary features

Crystal Reports 2011 In Product Customization

 What can you customize?

 Splash screen

 Product name and menu

Derrick Wan, Product Owner, BusinessObjects BI Platform, SAP

Appendix

 SAP BusinessObjects BI Customization Guide

 Tutorial: Branding and Theming of BI launch pad

 Tutorial: How to customize BI launch pad home page  Tutorial: Customizing BI launch pad name

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SESSION CODE: 0513