0513 make it look like your own customizing sap bi 41
TRANSCRIPT
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September 9 –11, 2013
Anaheim, California
0513 - Make It Look Like Your Own: Customizing SAP BI 4.1
Derrick Wan, BusinessObjects BI Platform, SAP
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Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed
without the permission of SAP. This presentation is not subject to your license agreement or any other
service or subscription agreement with SAP. SAP has no obligation to pursue any course of business
outlined in this document or any related presentation, or to develop or release any functionality
mentioned therein. This document, or any related presentation and SAP's strategy and possible future
developments, products and or platforms directions and functionality are all subject to change and may
be changed by SAP at any time for any reason without notice. The information in this document is not a
commitment, promise or legal obligation to deliver any material, code or functionality. This document
is provided without a warranty of any kind, either express or implied, including but not limited to, theimplied warranties of merchantability, fitness for a particular purpose, or non-infringement. This
document is for informational purposes and may not be incorporated into a contract. SAP assumes no
responsibility for errors or omissions in this document, except if such damages were caused by SAP´s
willful misconduct or gross negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual
results to differ materially from expectations. Readers are cautioned not to place undue reliance onthese forward-looking statements, which speak only as of their dates, and they should not be relied
upon in making purchasing decisions.
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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
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Agenda
Features Overview
BI launch pad In-Product Customization
Installer and Crystal Report 2011 Customization
Demo
Q&A
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Features Overview
BI launch pad / Open Document Customization
Business Intelligence Platform Installer Customization
SAP Crystal Reports 2011 Customization
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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
Web application deployment
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Customization Process for BI launch pad
Decide whatcustomizations
are required
Extract brandingbundles fromtemplate.zip
Create
Customizationfiles
Deploycustomization
files
Result:Customized BI
launch pad
NOTE: The process shown assumed you have SAP BusinessObjects Business Intelligence Platform installed
already
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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)
Documentation
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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 theywill be overridden during a patch or when re-deploying your web application.
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BI launch pad In-Product Customization
NOTE: not all components are customizable through
this process.
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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/) Not available for OpenDocument
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Example 1: How to change name of BI launch pad
1. Create BIlaunchpad.properties file in folder
SAP BusinessObjects\SAP BusinessObjects EnterpriseXI4.0\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
app.url.name= /myBI
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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
Does not include menu and button
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BI launch pad Theming (4.0 FP3)
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BI launch pad Theming (4.0 FP3)
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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
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Example 2: How to theme BI launch pad?
3. Drop bundle in folder
SAP BusinessObjects\SAP BusinessObjects Enterprise XI4.0\warfiles\webapps\BOE\WEB-INF\eclipse\plugins
4. Run Wdeploy
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What is in the customize.css?
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Customized BI launch pad Logon Page
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Documentation and Samples
The collaterals in template.zip contain a sample customization of
BI launch pad and OpenDocument containing a custom.css file aswell as all images that can be customized
SAP BusinessObjects BI Customization Guide contains detailed
documentation
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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
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Example 3: Customize BI launch pad Preferences
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Installer and Crystal Reports 2011 Customization
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How does it work?
SAP Release Customizations
S A P
C u s t o m i z a t i o n f o l d e r
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Planning Your Customization Process
Base BI Platformsetup.exe
Decide whatcustomizations
are required
Write theconfiguration file(oem.xml)
Run thecustomization
tool
(OEMtool.exe)
Customized BIPlatformsetup.exe
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XML input file and OEMTool
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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
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Decide What Customizations are Required
What can you customize?
Installer branding/graphics (e.g. change product name, changebillboard, graphics, start menu, directory, etc.)
Create custom installation and maintenance packages by
removing undesired features
Embed key code
Removal of language packs
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Swapping installer graphics using the customization tool
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Graphic Rebranding
Base BOE
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The product name and version appears on the top window banner
and in text throughout the setup UI
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Product Names Customization
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Creating Customized Installation Packages
The feature tree can be customized to include only the necessary
features
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Crystal Reports 2011 In Product Customization
What can you customize?
Splash screen
Product name and menu
Start page
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Demo
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Questions?
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Derrick Wan, Product Owner, BusinessObjects BI Platform, SAP
di
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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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