BusinessObjects Planning
Documentation Roadmap
Copyright
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Third-party
Contributors
Business Objects products in this release may contain redistributions of software
licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty
BusinessObjects Planning Documentation Roadmap
Overview
Overview
This roadmap provides you with starting points for approaching your Business
Objects documentation so that you can quickly find out how to install,
configure, and use your BusinessObjects™ Planning solution.
Document locations
These abbreviations are used in the tables to describe the location of the
various documents:
Formats
CD
This document is available on your product CD or
product distribution (usually in the \Documents
directory).
H
This document is available as Help installed with
your product.
S
This document is available on the support site at:
http://www.businessobjects.com/support.
Languages
The core documentation for BusinessObjects Planning is generally available
in the following languages:
Language
DE
German
EN
English
ES
Spanish
FR
French
BusinessObjects Planning Documentation Roadmap
3
BusinessObjects Planning Documentation Roadmap
Installation and configuration of BusinessObjects Planning
Language
IT
Italian
SW
Swedish (limited to Planning Web Online Help and
Distributed Workbooks Online Help)
Check your product distribution and the support site for information on the
availability of documents in languages other than English. Some documents
may be released in later versions of the software.
Installation and configuration of
BusinessObjects Planning
Task
Information
Documentation
Locations
Understand key
issues before
installation
Limitations and issues in this
release
Release Notes
CD, S
What's New
S
See the new features New BusinessObjects Planning
available with this
features introduced with this
release
release
Understand the issues Contact your BusinessObjects Planning representative for information
involved in upgrading on upgrading
from version 10.x
Understand the
•
technical requirements
•
Server requirements
•
International support
Configure Microsoft
•
SQL Server for use
with BusinessObjects
•
Planning (all
supported SQL Server
versions)
4
Client requirements
SQL Server configuration
requirements
Restoring the
BusinessObjects Planning
database
BusinessObjects Planning Documentation Roadmap
S
BusinessObjects
Planning Technical
Requirements
SQL Server Setup CD, S
Guide for
BusinessObjects
Planning
BusinessObjects Planning Documentation Roadmap
Professional Edition documentation
Task
Information
Configure Oracle
Server for use with
BusinessObjects
Planning (all
supported Oracle
versions)
•
Oracle Server configuration
requirements
•
Restoring the
BusinessObjects Planning
database
Install and configure
BusinessObjects
Planning
•
Architecture overview and
server configurations
•
Installation prerequisites
•
Installation procedures for
both server and client
•
Configuration of
BusinessObjects Planning
using the Configuration
Manager
•
Web deployment issues
Configure security
•
options, integrate with
Active Directory
•
Primary Authentication
System
Security integration options
•
Active Directory integration
•
Other IT-related security
administration features
Documentation
Locations
Oracle Server
Setup Guide for
BusinessObjects
Planning
CD, S
BusinessObjects
Planning
Installation Guide
CD, S, H
Planning
Configuration
Manager Online
Help
BusinessObjects
Planning Security
Administrator's
Guide
CD, S
Professional Edition documentation
This section details the documentation available for the Planning Professional
Edition.
BusinessObjects Planning Documentation Roadmap
5
BusinessObjects Planning Documentation Roadmap
Professional Edition documentation
Task
Information
Perform general
system setup and
administration
•
Data structures, dimensions, Planning
Professional
and other setup areas
•
Security settings and security Administrator's
features
Guide
•
Database utilities and job
scheduler
•
Overview information on
system processes
•
Customizing the home page
and publishing dashboards
6
Location
CD, S, H
Edition
Create and use plan •
workbooks, and
manage the planning •
process
Create and use
reports, define
delivery settings,
perform production
reporting
Documentation
Planning
Professional
Edition Online Help
Planning
Professional
Templates, Standard
Edition Plan
Planning Methodologies and Administrator's
Interfaces
Guide
Plan workbook features
•
Global Assumptions
•
Process Control
•
Plan Administration utilities
•
Understanding fixed and
variable reports
•
Report creation (manually
and using the New Report
Wizard)
•
Report delivery and
production reporting
•
Drilling reports
•
Defining alerts
BusinessObjects Planning Documentation Roadmap
CD, S, H
Planning
Professional
Edition Online Help
Planning
Professional
Edition Report
Designer's Guide
Planning
Professional
Edition Online Help
CD, S, H
BusinessObjects Planning Documentation Roadmap
Web access documentation
Task
Information
Use PLN functions in •
plan workbooks and
reports
Documentation
Location
Reference information for all BusinessObjects
Planning PLN
PLN functions
CD, S, H
Functions
Reference Guide
Planning
Professional
Edition Online Help
Web access documentation
This section details the documentation available for the Planning web access
options: Enterprise Desktop, Web Checkout, Web Forms, Web Interactive,
and Web Reports.
Task
Information
Perform setup tasks
for web access of
BusinessObjects
Planning
•
Overview of web access
options
•
Customizing the Enterprise
Desktop splash screens
•
Design considerations for
plan workbooks and reports
•
Enable plan workbooks for
web access
•
Enable reports for web
access
Access plan
•
workbooks and
reports using the web •
Documentation
Location
Planning Web
Access
Administrator's
Guide
CD, S
Enterprise Desktop features Planning Web
Web Checkout features
•
Web Forms features
•
Web Interactive features
•
Web Reports features
H
Online Help
BusinessObjects Planning Documentation Roadmap
7
BusinessObjects Planning Documentation Roadmap
Additional BusinessObjects Planning documentation
Additional BusinessObjects Planning
documentation
This section details additional documentation available for BusinessObjects
Planning.
Task
Information
Enable and use the
BusinessObjects
integration features
•
Overview of BusinessObjects BusinessObjects CD, S
Planning Guide to
integration features
•
Enabling BusinessObjects
integration
•
Importing users from
BusinessObjects Enterprise
•
Creating universes based on
the BusinessObjects
Planning database
•
Requirements of Scheduler
CLI
•
Commands and parameters
Schedule jobs
remotely using the
Scheduler
Command-Line
interface tool
Documentation
Location
Integration with
BusinessObjects XI
Scheduler
Command-Line
Interface Guide
CD, S
Planning applications documentation
This section details the documentation available for certain Planning
applications.
Application
Information
Strategic Planning
•
Setup considerations
•
Creating initiatives
•
Managing scenarios
8
BusinessObjects Planning Documentation Roadmap
Documentation
Location
CD, S
BusinessObjects
Strategic Planning
Administrator's
Guide
BusinessObjects Planning Documentation Roadmap
Planning applications documentation
Application
Information
Cash Flow Analyzer
•
Setup considerations
•
The Cash Flow Analyzer
workbook
•
Processing cash flows
•
Setup considerations
•
The Reimbursement
Modeling workbook
•
Editing and saving
reimbursement modeling
data
Reimbursement
Modeling
Documentation
Location
BusinessObjects
Cash Flow
Analyzer
Administrator's
Guide
CD, S
BusinessObjects
Reimbursement
Modeling
Administrator's
Guide
CD, S
BusinessObjects Planning Documentation Roadmap
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BusinessObjects Planning Documentation Roadmap
Planning applications documentation
10
BusinessObjects Planning Documentation Roadmap