The SAP BusinessObjects EPM Connector add-on file is included in the SAP BusinessObjects EPM Add-in for. Microsoft Office setup. The setup installs and ...
INSTALLATION GUIDE | CUSTOMER SAP EPM solutions, add-in for Microsoft Office Document Version: 10.0 Support Package 36 November 2019 EPM Add-in for Microsoft Office Installation Guide THE BEST RUN © 2019 SAP SE or an SAP affiliate company. All rights reserved. Content 1 What's New in the EPM Add-in for Microsoft Office Installation Guide. . . . . . . . . . . . . . . . . . . . 4 2 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 2.1 Architecture Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 2.2 Software Units. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 2.3 Protocols Used in the EPM Add-in for Microsoft Office Software Architecture. . . . . . . . . . . . . . . . . . 13 2.4 Hardware and Software Recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 3 Installing the EPM Add-in for Microsoft Office. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 3.1 For which EPM solution installing the EPM add-in. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 3.2 Installation Prerequisites for EPM Add-in. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 3.3 Installing EPM Add-in for Microsoft Office in Silent Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 3.4 Prerequisites for Installing EPM Add-in for Microsoft Office from SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 3.5 Installing EPM Add-in for Microsoft Office from SAP BusinessObjects Planning and Consolidation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 3.6 Installing EPM Add-in for Microsoft Office (standalone). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 3.7 Configuring the BOE for using the EPM Add-in from the BI launch pad. . . . . . . . . . . . . . . . . . . . . . . 26 3.8 PDF Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 4 Installing the EPM Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 4.1 Components Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 4.2 To install the EPM Connector add-on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 5 Creating and Configuring Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30 5.1 Creating Local Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Configuration Prerequisites for Creating Local Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . .30 Creating a Local Connection for Financial Consolidation with SSAS Cubes using XMLA or OLEDB Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Creating a Local Connection for Financial Consolidation with NetWeaver BW Cubes. . . . . . . . . . . 35 Creating a Local Connection for Profitability and Cost Management. . . . . . . . . . . . . . . . . . . . . . 38 Creating a Local Connection for Planning and Consolidation for Microsoft. . . . . . . . . . . . . . . . . . 41 Prerequisites for creating a local connection for Planning and Consolidation version for SAP NetWeaver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Creating a Local Connection for Planning and Consolidation version for SAP NetWeaver. . . . . . . .48 Creating a Local Connection for the SAP HANA Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 5.2 Creating Planning and Consolidation Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Creating a Planning and Consolidation Connection for the Microsoft Platform. . . . . . . . . . . . . . . 54 Creating a Planning and Consolidation Connection for SAP NetWeaver. . . . . . . . . . . . . . . . . . . . 55 2 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Content 5.3 Creating SAP BusinessObjects Enterprise Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Creating an EPM Connection for Financial Consolidation with SSAS Cubes in the Central Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Creating an EPM Connection for Financial Consolidation with NetWeaver BW Cubes in the Central Management Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Creating an EPM Connection for Profitability and Cost Management in the Central Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Creating an EPM Connection for Planning and Consolidation version for SAP NetWeaver in the Central Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61 Creating an EPM Connection for Planning and Consolidation version for Microsoft in the Central Management Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Creating an SAP BusinessObjects Enterprise Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 5.4 Creating the SAP BW (INA Provider) Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 5.5 User Preferences Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 6 Configuring the EPM Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 6.1 To configure the EPM Connector for Microsoft-based Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . .67 Defining HTTP headers of the crossdomain.xml file under Windows 2003 . . . . . . . . . . . . . . . . . 68 Defining HTTP headers of the crossdomain.xml file under Windows 2008. . . . . . . . . . . . . . . . . . 70 Alternative configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 6.2 To configure the EPM Connector for SAP NetWeaver-based Solutions. . . . . . . . . . . . . . . . . . . . . . . 75 Creating a Class on the SAP NetWeaver Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Implementing the Interface on the BW Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Creating the crossdomain Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 7 Deploying the Same Options for Several Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 8 EPM Add-in for Microsoft Office Technical Log Configuration . . . . . . . . . . . . . . . . . . . . . . . . . 97 9 EPM Add-in Report Size Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 10 General Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 11 Disabling EPM Add-in for Faster Microsoft Office Applications Load Time. . . . . . . . . . . . . . . 102 12 Connecting to Untrusted Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 13 Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 EPM Add-in for Microsoft Office Installation Guide Content CUSTOMER 3 1 What's New in the EPM Add-in for Microsoft Office Installation Guide Links to information about the new features and documentation changes for the EPM Add-in for Microsoft Office. What's New in Support Package 36 Documentation What's new Link to more information As of SAP Analysis for Microsoft Office 2.8, the name changes as the EPM add-in replaces the EPM plug-in. Consequenlty, this Installation Guide is the official guide for the EPM add-in as of SAP Analysis for Microsoft Office version 2.8. Microsoft Office 2019 Professional is now supported. An new option enables you to ask that the EPM add-in is not Installing EPM Add-in for Microsoft Office (standalone) loaded when Office starts, which reduces the Office loading [page 24] time. What's New in Support Package 34 Documentation What's new Link to more information Due to legal reasons, the following are no more embedded in the setup of the EPM add-in: Microsoft .Net framework, Microsoft Visual C++ Redistributable Packages, Microsoft XML parser Microsoft .Net framework: version 4.5 is no more supported; version 4.7.2 is now supported. See Installation Prerequisites for EPM Add-in [page 16] Microsoft Visual C++ Redistributable Package (x86 for See Installation Prerequisites for EPM Add-in [page 16] Microsoft Office 32-bit version): versions 2010, 2012 and 2013 no more supported; version 2015 and higher are now supported Microsoft Visual C++ Redistributable Package (x64 for Microsoft Office 64-bit version): versions 2010, 2012 and 2013 no more supported; version 2015 and higher are now supported Internet Explorer: version 10 is no more supported; version See Hardware and Software Recommendations [page 13] 11 only is supported. 4 CUSTOMER EPM Add-in for Microsoft Office Installation Guide What's New in the EPM Add-in for Microsoft Office Installation Guide What's new Versions of Microsoft Windows supported: Microsoft Windows 7 Service Pack 1 Microsoft Windows 8.1 Microsoft Windows 10 Anniversary Update (version 1607) Microsoft Windows Server 2008 R2 Service Pack 1 Microsoft Windows Server 2012 R2 Microsoft Windows Server 2016 (version 1709) Link to more information See Hardware and Software Recommendations [page 13] What's New in Support Package 32 Documentation What's new Link to more information Single Sign-On deactivation for Planning and Consolidation See Creating a Planning and Consolidation Connection for for the Microsoft Platform, connections the Microsoft Platform [page 54] What's New in Support Package 31 Documentation What's new Google Chrome and Microsoft Edge are now supported Link to more information See Hardware and Software Recommendations [page 13] What's New in Support Package 30 Documentation What's new Link to more information Connecting to any server - even the ones that are defined in See Connecting to Untrusted Servers [page 104] the untrusted zone, is now possible, by using the new configuration key TrustUntrustedServerCertificates What's New in Support Package 29 Documentation What's new Link to more information Web authentication protocol of type saml 2 now supported for connections to Planning and Consolidation SAP NetWeaver See Creating a Planning and Consolidation Connection for SAP NetWeaver [page 55] EPM Add-in for Microsoft Office Installation Guide What's New in the EPM Add-in for Microsoft Office Installation Guide CUSTOMER 5 What's New in Support Package 28 Patch 01 Documentation What's new Amyuni PDF Converter 5.5 is provided in the setup of the EPM add-in as of Support Package 28 Patch 01. Link to more information See PDF Conversion [page 27] What's New in Support Package 28 Documentation What's new Secure Login solution for SAP Single Sign-On 3.0 is now supported. When creating a Planning and Consolidation connection, you can now choose to authenticate via a Secure Login profile, which generates a short-lived certificate. TLS 1.1 and TLS 1.2 versions for HTTPS connections are now supported. By default, TLS 1.0 is used. Link to more information See Creating a Planning and Consolidation Connection for the Microsoft Platform [page 54] and Creating a Planning and Consolidation Connection for SAP NetWeaver [page 55] To use TLS 1.1 or TLS 1.2, see the procedure described in SAP note 2415155. What's New in Support Package 27 Documentation What's new New setups: one for the 32-bit version of Microsoft Office one for the 64-bit version of Microsoft Office Setups are full installers, no more .msp files to upgrade Now embedded in the setups: Microsoft .Net framework 4.5 Microsoft Visual C++ 2010, 2012 and 2013 Redistributable Package Microsoft XML parser 6.0 SP1 Microsoft Windows XP is no longer supported Link to more information Installing EPM Add-in for Microsoft Office (standalone) [page 24] Installation Prerequisites for EPM Add-in [page 16] 6 CUSTOMER EPM Add-in for Microsoft Office Installation Guide What's New in the EPM Add-in for Microsoft Office Installation Guide What's New in Support Package 25 Documentation What's new Microsoft Windows 10 and Microsoft Office 2016 are now supported Link to more information Hardware and Software Recommendations [page 13] What's New in Support Package 22 Documentation What's new Microsoft Windows Server 2012 R2 is supported Link to more information Hardware and Software Recommendations [page 13] What's New in Support Package 19 Documentation What's new Internet Explorer 11 is supported Microsoft Windows 8.1 is supported Link to more information Hardware and Software Recommendations [page 13] Hardware and Software Recommendations [page 13] What's New in Support Package 18 Documentation What's new Microsoft Office 365 is supported Link to more information Hardware and Software Recommendations [page 13] What's New in Support Package 16 Documentation What's new New chapter regarding the new connection for SAP BW (INA Provider) Link to more information Creating the SAP BW (INA Provider) Connection [page 64] EPM Add-in for Microsoft Office Installation Guide What's New in the EPM Add-in for Microsoft Office Installation Guide CUSTOMER 7 What's New in Support Package 15 Documentation What's new Link to more information New chapter regarding the new local connection for the SAP Creating a Local Connection for the SAP HANA Platform HANA Platform [page 50] New option in the xml file: DeferLayoutUpdate Deploying the Same Options for Several Users [page 86] The already existing option MemberSelectorPagingSize: his equivalent option in the user interface is no more Members per page in Member Selector (that does not exist anymore) but Members Displayed on Node Expansion in Member Selector Deploying the Same Options for Several Users [page 86] What's New in Support Package 14 Documentation What's new Microsoft Windows 8 and Microsoft Office 2013 are now supported Link to more information Hardware and Software Recommendations [page 13] What's New in Support Package 13 Patch 02 Documentation What's new Added information about the new BAPI connection type Link to more information Creating a Local Connection for Financial Consolidation with NetWeaver BW Cubes [page 35] 8 CUSTOMER EPM Add-in for Microsoft Office Installation Guide What's New in the EPM Add-in for Microsoft Office Installation Guide 2 Architecture 2.1 Architecture Overview SAP BusinessObjects EPM Solutions, add-in for Microsoft Office provides business users the capability to analyze data from within supported SAP BusinessObjects EPM applications using Microsoft Office tools: Excel, Word or PowerPoint. EPM Add-in for Microsoft Office Installation Guide Architecture CUSTOMER 9 If you are using Dashboard Design, you can also convert EPM Add-in workbooks into Dashboard Design dashboards. Note Dashboard Design dashboards are flash files. 10 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Architecture 2.2 Software Units Function The EPM Add-in for Microsoft Office: creates the reports that will be published on the SAP BusinessObjects Enterprise BI launch pad portal. allows OLAP analysis of cubes (drill-down, pivot axis, etc.). Supported data sources EPM Add-in for Microsoft Office creates the reports on and analyzes the data from the following cubes: SAP BusinessObjects Financial Consolidation 10 and 10.1: EPM Add-in for Microsoft Office Installation Guide Architecture CUSTOMER 11 Financial Consolidation Microsoft SSAS cubes through the datapump component Financial Consolidation NetWeaver BW cubes SAP NetWeaver Business Warehouse (SAP NetWeaver BW) (Integrated Planning supported, from SAP NetWeaver BW 7.4 SP6) SAP BusinessObjects Planning and Consolidation 10 and 10.1, version for the Microsoft platform SAP BusinessObjects Planning and Consolidation 10 and 10.1, version for SAP NetWeaver SAP BusinessObjects Profitability and Cost Management 10 SAP BusinessObjects Strategy Management 10 and 10.1 SAP HANA Oracle Essbase 11.1.2.3 (load-balancing configurations are not supported) Note In replacement of Extended Analytics Analyzer 7.5, you can use the EPM add-in 10.0 to retrieve and analyze data that comes from the following 7.5 data sources: SSAS cubes created with SAP BusinessObjects Financial Consolidation, cube designer SAP NetWeaver BW InfoCubes created with SAP BusinessObjects Financial Consolidation, cube designer SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver, models SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform, models You can connect to the EPM Add-in for Microsoft Office through: the SAP BusinessObjects Enterprise BI launch pad portal the SAP BusinessObjects Planning and Consolidation web portal the administration console of SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform a local mode using Microsoft Office Excel, Word or PowerPoint Coexistence with other add-ins The EPM add-in can coexist with all other Microsoft Office add-ins, even non-SAP ones. Related Information Installation Prerequisites for EPM Add-in [page 16] 12 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Architecture 2.3 Protocols Used in the EPM Add-in for Microsoft Office Software Architecture XMLA XML for Analysis Services is the Microsoft standard protocol for accessing SSAS. ODBO ODBO (OLE DB for OLAP) extends the ability of OLE DB to access multi-dimensional (OLAP) data stores. 2.4 Hardware and Software Recommendations For hardware and software recommendations on BusinessObjects Enterprise XI 4.0 or 4.1 platform and SAP NetWeaver Business Warehouse platform, refer to their respective guides, which are available on the SAP Help Portal. Category Processor RAM Disk space Screen resolution Operating system Supported configuration Intel Pentium processor 1,5 GHz or a Pentium compatible processor At least 512 MB (depending on the operating system) 1 GB 1024 X 768 Microsoft Windows 7 Service Pack 1 Microsoft Windows 8.1 Microsoft Windows 10 Anniversary Update (version 1607) Recommended configuration 2 GB Note Windows 10 provides various maintenance options. As a rule, all of these maintenance options are supported by the EPM add-in as long as they are supported by Microsoft. However, the maintenance option "Current EPM Add-in for Microsoft Office Installation Guide Architecture CUSTOMER 13 Category Software components 14 CUSTOMER Supported configuration Recommended configuration Branch" is supplied with corrections and further developments by Microsoft at a high frequency. There is no option for checking updates individually before they are applied. SAP does not check these corrections and enhancements, either. For this reason, the use of "Current Branch" poses a certain risk for the operation (in the case of errors or incompatibilities in a new version). We therefore explicitly recommend the use of one of the other two maintenance options. Microsoft Windows Server 2008 R2 Service Pack 1 Microsoft Windows Server 2012 R2 Microsoft Windows Server 2016 (version 1709) Note EPM add-in supports Citrix XenApp 6.5 and higher versions in both desktop and streaming to server modes. Caution IA 64-bit (Itanium) versions are not supported. Internet Explorer 11 Internet Explorer 11 Mozilla Firefox version 57 Google Chrome version 63 Microsoft Edge version 38 Supported versions of Microsoft Office Excel, Word or PowerPoint: Caution You cannot run Internet Explorer 64-bit with a 32-bit edition of Microsoft Office. Microsoft Office 2010 Professional Microsoft Office 2013 Professional Microsoft Office 2016 Professional EPM Add-in for Microsoft Office Installation Guide Architecture Category Supported configuration Recommended configuration Microsoft Office 365 Desktop Business Microsoft Office 2019 Professional Restriction Please note that Microsoft Office editions that contain the term Home, Personal, Student and University are not supported. Network connection Windows Installer 3.1 (installed with the EPM add-in setup) Microsoft SQL Server OLEDB Provider 2005, 2008 or higher Adobe Flashplayer 10.1 or higher EPM Add-in + EPM Connector up to version 10.0 SP13 Patch 03 supports Dashboard Designer 4.0 EPM Add-in + EPM Connector from version 10.0 SP13 Patch 04 supports Dashboard Designer 4.0 SP05 128 Kbps connection or higher dedicated to daily operations By default, the HTTP flow is compressed An ADSL connection or equivalent can improve performance Caution In the case of complex configurations, the client computer's performance (available RAM and processor performance) can have a significant impact on the application's performance. EPM Add-in for Microsoft Office Installation Guide Architecture CUSTOMER 15 3 Installing the EPM Add-in for Microsoft Office 3.1 For which EPM solution installing the EPM add-in Installing the EPM add-in is mandatory for the following applications: Planning and Consolidation for the Microsoft Platform Planning and Consolidation for SAP NetWeaver Note When using SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver, models version 10.1 with SAP BW (INA Provider) connections, it is recommended to use EPM add-in Support Package 26 with SAP BW 7.4 SP11. However, if you use a version lower than SAP BW 7.4 SP08 with EPM Add-in Support Package 20 and higher, then you must add the following key and set it to True, in the FPMXLClient.dll.config: UseOldMasterDataServiceForPAK key= True. Installing the EPM add-in is optional for the following applications: SAP BusinessObjects Financial Consolidation SAP Profitability and Cost Management SAP Strategy Management 3.2 Installation Prerequisites for EPM Add-in Required Components The following must be already installed on your machine before you install the EPM add-in, so that the EPM add-in can function properly: Microsoft .Net framework 4.7.2 Microsoft XML parser 6.0 SP1 Microsoft Office, 2010, 2013, 2016, 2019 or Microsoft Office 365 Desktop Business If you install the EPM_Add-in_x32.exe file: Microsoft Visual C++ Redistributable Package (x86 for Microsoft Office 32-bit version) 2015 or higher If you install the EPM_Add-in_x64.exe file: Microsoft Visual C++ Redistributable Package (x64 for Microsoft Office 64-bit version) 2015 or higher 16 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office Required components for the EPM Connector Dashboard Design 4.0 Adobe Flash Player 10.1 Optional Components Certain components need to be installed so that the EPM add-in functions properly, depending on your use case. To connect to SAP HANA via ODBO, install the SAP HANA MDX provider. To connect via XMLA to SAP HANA, Microsoft SSAS, or any other data source that is XMLA-compatible, install the XMLA provider. To connect to SAP Planning and Consolidation for Microsoft Office via ODBO, install the SAP BusinessObjects Planning and Consolidation provider. To connect to BW cubes via ODBO, install the SAP BW OLEDB Provider. To connect to SAP Profitability and Cost Management via ODBO, install Profitablity and Cost Management Core Components and Connectivity Pack. To connect to Microsoft SSAS via ODBO, install the Microsoft OLEDB Provider for Analysis Services. If you are using the BOE platform (SAP BusinessObjects Enterprise XI 4), you must install the Microsoft Web Services Enhancement 3.0 (WSE 3.0) component, in one of the following cases: When opening Microsoft Excel from the BOE. When using local connections and when a value has been entered in the SAP BusinessObjects Enterprise Server field in the User Options dialog box of the EPM Add-in. 3.3 Installing EPM Add-in for Microsoft Office in Silent Mode You can install the EPM add-in in silent mode by entering the following command line: Caution \" escaping characters are mandatory when using an argument containing spaces (for example: C: \Program Files). "[EPM add-in .exe file name]" /S/v"INSTALLDIR=\"[install path]\" SETUPPHASE=Install CT_PROFILE=[application name] CT_LANGUAGES=\"[language]\" /l*v [log file path] MSIINSTALLPERUSER=[installation scope] EPMLAUNCHER_ENABLE_REGISTRATION_OPTION=[set as default launcher] EPMLAUNCHER_INSTALL_SHORTCUT_EXCEL=[create excel shortcut] EPMLAUNCHER_INSTALL_SHORTCUT_PPT=[create powerpoint shortcut] EPMLAUNCHER_INSTALL_SHORTCUT_WORD=[create word shortcut] /qn" You must specify the following parameters (between [ ] above): EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office CUSTOMER 17 install path: path to the folder in which you want to install the EPM add-in. application name: the EPM Solution you require. Enter one of the following applications: FINANCE BPCMS BPCNW language: the default application language. Enter one of the following languages: Danish German English Spanish French Italian Japanese Korean Norwegian Dutch Polish Portuguese Russian Swedish Thai Chinese (Simplified) Chinese (traditional) log file path: path to the folder in which you want the installer to write the setup logs. installation scope: specifies whether the EPM add-in will be installed for the current user only or for all users. Enter one of the following options: 0: for all users, meaning anyone who uses the computer (this is the default value if the parameter is not specified). 1: for the current user only. set as default launcher: sets the EPM Launcher as the default launcher. Enter one of the following options: False (this is the default value if the parameter is not specified) True create shortcuts: creates an EPM add-in shortcut in the Windows Start Menu for each Office Application. Enter one of the following options for each Office application: EPMLAUNCHER_INSTALL_SHORTCUT_EXCEL False (this is the default value if the parameter is not specified) True EPMLAUNCHER_INSTALL_SHORTCUT_PPT False (this is the default value if the parameter is not specified) True EPMLAUNCHER_INSTALL_SHORTCUT_WORD False (this is the default value if the parameter is not specified) True 18 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office Example "[EPM add-in .exe file name]" /S /v"INSTALLDIR=\"C:\Program files\SAPBOBJ\PC\" SETUPPHASE=Install CT_PROFILE=FINANCE CT_LANGUAGES=\"Chinese (Simplified)\" / l*v \" c:\epmAddin_Install.log\" MSIINSTALLPERUSER=1 EPMLAUNCHER_ENABLE_REGISTRATION_OPTION=True EPMLAUNCHER_INSTALL_SHORTCUT_EXCEL=True /qn" To verify that the add-in has been installed, open your Microsoft Office application. The EPM tab should appear in the ribbon. 3.4 Prerequisites for Installing EPM Add-in for Microsoft Office from SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver Prerequisites Note The following procedure applies only to SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver. Before installing the EPM add-in for Microsoft Office from SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver, you must perform the following procedure to upload the setup files on the NetWeaver server. Caution If you do not perform this procedure, the EPM add-in for Microsoft Office setup files will not be available on the NetWeaver server and will therefore not be executable through the Planning and Consolidation Administration. Procedure 1. Do one of the following: If your version of SAP NetWeaver BW is prior to the SAP_BW Release 730 SP3, you must implement the following SAP Notes: 1558149, 1553052, 1578760 and 1547050. If your version of SAP NetWeaver BW is 740, 750, 800, 801 or 810, you must implement the following SAP Note: 2369339. If you need to install EPM add-in Support Package 27 or upper versions for the x64 edition, from the Planning and Consolidation web client, please upgrade Planning and Consolidation accordingly. See SAP note 2403723. EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office CUSTOMER 19 2. Log on to SAP NetWeaver and execute the RSBPCLD transaction. 3. In the Program field, enter UJ0_FILE_UPLOAD and click Execute (F8). The Upload window opens. 4. In the Option and version section, select the type of update you want to perform depending on whether or not the support package is mandatory. Option Description Force up When updates are defined as "force update", a message pops up on your local machine, prompting you to date install the update. If you do not install the update, you will not be able to use the EPM add-in. The version XXX of the EPM Add-in is now available. It must be installed before you can use the EPM Add-in Auto up date When updates are defined as "auto update", a message pops up every time an update is available, prompt ing you whether you want to install it now or later. "Version xxx of the EPM Add-in is now available. Do you want to install it? User up date When updates are defined as "user update", if you choose the Notify me when updates are available option, a message pops up every time an update is available, prompting you whether you want to install it now or later. "Version xxx of the EPM Add-in is now available. Do you want to install it? You can choose to select the Do not show this message again option. 5. In the File version field, enter the EPM Add-in version number (for example: 10.0.0.5054). 6. Select the Full Installer type. 7. In the Upload section, click Browse to select the EPM Add-in.exe file and then click Upload. The Enter Transport Request dialog box opens. 8. Click the New icon. The Select Request Type dialog box opens. 20 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office 9. Select Customizing Request and validate. The Create Request dialog box opens. 10. Enter a short description text and click the Save icon. 11. In the Enter Transport Request dialog box, click the Validate icon. 12. Once the transport has been created, open the Transport Management System. 13. In the Import Queue of your system, select the transport you created and click Import. Next Steps To perform an upgrade of the EPM add-in on the server, follow the same procedure. EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office CUSTOMER 21 3.5 Installing EPM Add-in for Microsoft Office from SAP BusinessObjects Planning and Consolidation Prerequisites The procedure to install EPM Add-in for Microsoft Office from Planning and Consolidation is the same for both versions of SAP BusinessObjects Planning and Consolidation: version for SAP NetWeaver or Microsoft. Procedure 1. Log in to Planning and Consolidation. 2. In the Launch pane of the window, click Install EPM Add-in for Microsoft Office. Two links are available, one for each version of Microsoft Office: 32-bit version or 64-bit version. A download dialog box opens. 3. Click Run then Next. The License agreement dialog box opens. 4. Click I accept the terms in the license agreement and click Next. Once all of the requirements are installed, the Welcome dialog box opens. 5. Specify a User Name and your Organization and check the Anyone who uses this computer (all users) option. Caution If you install the EPM Add-in on Windows 7 and you select the Only for me installation option, do not execute Microsoft Office Excel, Microsoft Office Word or Microsoft Office PowerPoint with the "Run as admin" option enabled; otherwise these applications will not function. 22 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office 6. Click Next. The following dialog box opens. Note The EPM Add-in installed is the same regardless of the solution you select. However, your selection determines the pre-configuration of the EPM Add-in. Note When opening the EPM add-in, the EPM tab in the ribbon displays only the commands that are relevant for the application(s) you have specified. You can change the display afterwards by selecting EPM Options Command Display Options . 7. Select the EPM Solution you require and click Next. 8. Select the application language and click Next. 9. Select the Destination folder of the application and click OK. 10. Click Install to begin installing the EPM add-in. 11. Once the installation is complete, click Finish. Next Steps To verify that the add-in has been installed, open Microsoft Office Excel, Microsoft Office Word or Microsoft Office PowerPoint. The EPM tab should appear in the ribbon. EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office CUSTOMER 23 3.6 Installing EPM Add-in for Microsoft Office (standalone) Prerequisites At least one of the following applications must be installed on your machine: Microsoft Office Excel, Microsoft Office Word or Microsoft Office PowerPoint. Context If you are using SAP BusinessObjects EPM solutions, add-in for Microsoft Office with the SAP BusinessObjects Information Platform Services, you can install the add-in directly from the installation folder. Note To improve performance when you launch the EPM Add-in, it is recommended that you run the installation in Administrator mode. Note If certain redistributables that need to be installed or updated are not, the installation of the EPM add-in may not be completed. A user with administrator privileges must perform the installation or update before launching the setup of the EPM add-in. Note The EPM add-in can also be installed as part of SAP Analysis for Microsoft Office. For more information on the installation of SAP Analysis for Microsoft Office, see the Administrator guide on the SAP Help Portal at https://help.sap.com/viewer/product/SAP_BUSINESSOBJECTS_ANALYSIS_OFFICE/latest/en-US Procedure 1. Execute the appropriate setup located in the SAP BusinessObjects\EPM Add-In installation folder. a. If your computer is running a 32-bit version of the Microsoft Office, execute the EPM_Add-in_x32.exe file. b. If your computer is running a 64-bit version of Microsoft Office, execute the EPM_Add-in_x64.exe file. 2. Click Next. 3. Click I accept the terms in the license agreement and click Next. 4. Specify a User Name and your Organization and check the Anyone who uses this computer (all users) box. 24 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office Caution If you install the EPM Add-in on Windows 7 and you select the Only for me installation option, do not execute Microsoft Office Excel, Microsoft Office Word or Microsoft Office PowerPoint with the "Run as admin" option enabled; otherwise these applications will not function. 5. Click Next. 6. Specify the application(s) you use. Note The EPM Add-in installed is the same regardless of the solution you select. However, your selection determines the pre-configuration of the EPM Add-in. Note When opening the EPM add-in, the EPM tab in the ribbon displays only the commands that are relevant for the application(s) you have specified. You can change the display afterwards by selecting EPM Options Command Display Options . 7. Select the application language you require. You can change the language afterwards by selecting EPM Options User Options . 8. Click Next. 9. By default, the EPM add-in is loaded when Office starts, which takes extra time for Office to start. If you want that the EPM add-in does not start when Office starts, select the option The EPM add-in starts only on demand (when you click the EPM tab in the Ribbon). The add-in will be loaded when you click the EPM tab in the Ribbon. EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office CUSTOMER 25 Note If you select this option, the options related to the Start menu in the next screen are selected and greyed out. 10. Specify if you want a shortcut to be created in the Windows Start menu so that you can launch the EPM add-in in each of the following: Microsoft Excel, Word, or PowerPoint. 11. If you use SAP BusinessObjects Planning and Consolidation and if you use a web browser that is not Microsoft Internet Explorer, please select Set the EPM add-in launcher as the default launcher. Note if you use a web browser that does not support ActiveX (such as Mozilla Firefox, Google Chrome and Microsoft Edge) and you do not select this option, you will not able to open a Business Process Flow in the EPM add-in from the Planning and Consolidation web client. If you use Internet Explorer, you do not need to select this option. 12. Select the folder in which you want to install the application and click Next. 13. Click Install to begin installing the EPM add-in. 14. Once the installation is completed, click Finish. Next Steps To verify that the add-in has been installed, open Microsoft Office Excel, Microsoft Office Word or Microsoft Office PowerPoint. The EPM tab should appear in the ribbon. 3.7 Configuring the BOE for using the EPM Add-in from the BI launch pad Context If you want to publish EPM Add-in work books from the BI launch pad, you need to activate the following services from the BOE platform. Procedure 1. Connect to the Central Management Console. 2. In the Organize section, click Servers. 3. Expand the Service Categories node. The following window opens. 26 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office 4. Select Core Services. 5. In the right pane, select the following services: InputFileRepository OutputFileRepository 6. Right-click on them and select Enable Server. 3.8 PDF Conversion The book publication functionality requires conversion of workbooks to PDF. By default, Microsoft Office Excel handles the PDF conversion. Alternatively, you can install Amyuni PDF Converter 5.5. Installing Amyuni PDF Converter 5.5 Amyuni PDF Converter 5.5 is provided in the setup of the EPM add-in as of Support Package 28 Patch 01. When you execute the EPM add-in setup, the file "PDF Converter Printer Driver.zip" is copied in your installation folder. If you want to install Amyuni PDF Converter 5.5, please do the following before launching the installation: Uninstall the version of Amyuni PDF Converter that is currently installed on your machine. In the FPMXLClient.dll.config file, set to "true" the key "UseAmyuni". To install Amyuni PDF Converter 5.5, unzip "PDF Converter Printer Driver.zip" and double-click the file "install.exe". Once installed, the virtual printer is called "SAP EPM Amyuni PDF Converter". EPM Add-in for Microsoft Office Installation Guide Installing the EPM Add-in for Microsoft Office CUSTOMER 27 4 Installing the EPM Connector 4.1 Components Prerequisites If you want to use the EPM Connector, you need to install on your local machine the following components: Dashboard Design 4.0 Adobe Flash Player 10.1 The SAP BusinessObjects EPM Connector add-on file is included in the SAP BusinessObjects EPM Add-in for Microsoft Office setup. The setup installs and copies the EPMConnector.xlx file in the EPMConnector subfolder of the EPM Add-in installation folder (C:\Program Files\SAP BusinessObjects\EPM Add-In \EPMConnector). If you want to connect to SAP BusinessObjects Financial Consolidation SSAS cubes, you do not need to install anything, as you connect through the XMLA provider. If you want to connect to SAP BusinessObjects Financial Consolidation NetWeaver cubes, you need to install the SAP BW OLEDB Provider. 4.2 To install the EPM Connector add-on Prerequisites You can perform the following procedure once you have installed the appropriate components. Procedure 1. Open Dashboard Design. 2. Select File Manage Add-Ons . The Add-On Manager dialog box opens. 3. Click Install Add-On. The Open dialog box opens. 4. Select the EPMConnector.xlx file. Note The EPMConnector.xlx file is located in the EPM Connector sub-folder of the EPM Add-in installation folder. For example, in C:\Program Files\SAP BusinessObjects\EPM Add-In \EPMConnector.xlx. 28 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Installing the EPM Connector Note If you installed the EPM Add-in with the Only for me option, the installation path may be different. For example, C:\Users\<PROFILE>\AppData\Local\Programs\SAP BusinessObjects\EPM AddIn\EPMConnector. 5. Select Open. 6. In the Add-On Manager dialog box, select Close. The Dashboard Design Needs to Restart dialog box opens. 7. Click Exit. 8. Re-open Dashboard Design. EPM Add-in for Microsoft Office Installation Guide Installing the EPM Connector CUSTOMER 29 5 Creating and Configuring Connections This section explains how to create connections in the EPM Add-in for Microsoft Office. You can create three types of connections: Local connections Planning and Consolidation connections SAP BusinessObjects Enterprise connections Caution You cannot create two connections with the same name. 5.1 Creating Local Connections Creating a Local connection enables you to analyze the data of the following OLAP data sources: SSAS cubes created with SAP BusinessObjects Financial Consolidation, cube designer SAP NetWeaver BW InfoCubes created with SAP BusinessObjects Financial Consolidation, cube designer SAP BusinessObjects Profitability and Cost Management SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform SSAS cubes SAP NetWeaver Cubes SAP HANA MDX Provider 5.1.1 Configuration Prerequisites for Creating Local Connections Prerequisites The connections you create are OQY queries, stored in .oqy files on your local disc. When creating these connections, you must indicate in which folder these files will be stored. 30 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Click the Log On button. The EPM - Logon dialog box opens. 4. Click the browse button next to the Connection area. The Connection Manager opens. 5. Click the Display Local Connections option. 6. Click the Local Connection Folder button. The Local Connection Folder dialog box opens. 7. Make sure that: the folders listed in this dialog box exist in your Windows Explorer, you have Write permission on these folders. Note If you run Windows Terminal Services or Citrix and you want all users to see connections, you must put the .oqy files in a folder every user can read, for example C:\Program Files (x86)\Common Files\ODBC\data source. Alternatively, you can add another folder. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 31 5.1.2 Creating a Local Connection for Financial Consolidation with SSAS Cubes using XMLA or OLEDB Providers Context You can also use the XMLA provider to connect to a SAP HANA database. To do so, you need to add the "REPOSITORY_REST" object privilege for each HANA user. Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Select Options User Options . The EPM - User Options dialog box opens. 4. Select the Server Configuration tab. 5. In the SAP BusinessObjects Enterprise Server, enter the address of the SAP BusinessObjects Enterprise platform and click Check Server. 32 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections Note The correct syntax is the following: http://<server_name><port_number>. You must not enter /BOE/CMC at the end of the URL. 6. Click OK. 7. Then select the EPM tab and click the Log On button. Note If a connection is already used on the file, select the EPM tab and then Report Actions Manage Connections . The Connection Manager opens. The EPM - Logon dialog box opens. 8. Click the browse button next to the Connection area. The EPM - Connection Manager opens. 9. Click the Create button. The Create Connection dialog box opens. 10. In the Connection Type list, select the Local option. 11. In the Local Connection area, select one of the following providers and click the Connect button. Use XMLA to connect to a Microsoft Analysis Source Microsoft OLEDB Provider for Analysis Services 10.0 Microsoft OLEDB Provider for Analysis Services 9 The Create New OLEDB Data Source dialog box opens. 12. In the Application Server area, enter the URL to the datapump. For example: http://pmw2008r2.dhcp.pgdev.sap.corp/datapump/msmdpump.dll. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 33 13. In the XMLA SSAS Authentication Method dropdown list, select the authentication method you require (for example, Enterprise BOE Authentication for FC). 14. Click Next. The EPM - Logon dialog box opens. 15. Enter the user name and password for the SAP BusinessObjects Enterprise platform and click Log on. 16. Back in the Create Connection dialog box, select an SSAS cube. 17. Enter a name for the connection. The name appears in the Connection Manager list of connections. Note If the data source for which you are creating or editing the local connection is a large volume data source, select the Do not Load Members at Connection option. 34 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 5.1.3 Creating a Local Connection for Financial Consolidation with NetWeaver BW Cubes Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Click Log On. The EPM - Logon dialog box opens. 4. Click the browse button next to the Connection area. The EPM - Connection Manager opens. 5. Click Create. The Create Connection dialog box opens. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 35 6. In the Connection Type list, select the Local option. 7. In the Local Connection area, select one of the following provider: the SAP BW OLEDB Provider. or the BAPI provider for BW NW if you want to connect to a large volume data source. In that case, you can click the Use Navigation Attribute option if you want to retrieve navigation attributes from your SAP NetWeaver environment. The Create New OLEDB Data Source dialog box opens. 36 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 8. Click Connect. 9. In the Application Server field, enter the name of the BW server. 10. Depending on the provider you selected at step 7, select the appropriate authentication method in the MDrmSap.2 Authentication Method or BAPI_Generic Authentication Method dropdown list. 11. If you selected a BAPI provider, select one of the following authentication method: SAP BW Authentication Basic SAP Enterprise Authentication Basic: use this option if you have access to a dedicated SAP Portal. Note You must enter the address of the SAP Portal in the SAP Portal area of the EPM - User Options dialog box. 12. In the System Number field, enter the system number of your SAP NetWeaver server. 13. In the Client field, enter your client number. 14. In the Language field, enter the language of your BW system. 15. Click Next. The Logon dialog box opens. 16. Enter the user name and password and click Log on. 17. In the Create Connection dialog box, select the model you want to use. 18. Enter a name for the connection. The name appears in the Connection Manager list of connections. 19. Click OK. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 37 5.1.4 Creating a Local Connection for Profitability and Cost Management Prerequisites When installing the SAP Profitability and Cost Management appplication, you must install the following components: Core Components Connectivity Pack Procedure 1. Open Microsft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Select Options User Options . The User Options dialog box opens. 38 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 4. In the SAP BusinessObjects Enterprise Server field, enter the address of the SAP BusinessObjects Enterprise platform and click Check Server. Note You must enter the SAP BusinessObjects Enterprise platform server adress only if you want to authenticate through the BOE platform. Note The correct syntax is the following: http://<server_name><port_number>. Do not enter /BOE/CMC at the end of the URL. A message pops up, indicating if the server has responded. 5. Click OK. 6. Select the EPM tab and click the Log On button. Note If a connection is already used on the file, select the EPM tab and then Report Actions Manage Connections and the Connection Manager opens. The EPM - Logon dialog box opens. 7. Click the browse button next to the Connection area. The Connection Manager opens. 8. Click Create. The Create Connection dialog box opens. 9. Select the Local option. 10. Select the Profitability and Cost Management provider from the drop-down menu and click Connect. The Create New OLEDB Data Source dialog box opens. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 39 11. In the Application Server field, enter the name of your Profitability and Cost Management server. 12. In the EPMMDX.4 Authentication Method dropdown list, select the appropriate authentication method. 13. Click Next. The Log on dialog box opens. 14. Enter the user name and password and click Logon. 15. Back in the Create Connection dialog box, select the model you want to use. 16. Specify a connection name and click OK. Note If the data source for which you are creating or editing the local connection is a large volume data source, select the Do not Load Members at Connection option. 40 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 5.1.5 Creating a Local Connection for Planning and Consolidation for Microsoft Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Select Options User Options . The User Options dialog box opens. 4. In the SAP BusinessObjects Enterprise Server, enter the address of the SAP BusinessObjects Enterprise platform and click Check Server. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 41 Note You must enter the SAP BusinessObjects Enterprise platform server adress only if you want to authenticate through the BOE platform. Note The correct syntax is the following: http://<server_name><port_number>. Do not enter /BOE/CMC at the end of the URL. A message pops up, indicating if the server has responded. 5. Click OK. 6. Then select the EPM tab and click Log On. Note If a connection is already used on the file, select the EPM tab and then Report Actions Manage Connections . The Connection Manager opens. The EPM - Logon dialog box opens. 7. Click the browse button next to the Connection area. The EPM - Connection Manager opens. 42 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 8. Click Create. The Create Connection dialog box opens. 9. In the Connection Type area, select the Local option. 10. In the Local Connection area, select the SAP BusinessObjects Planning and Consolidation option and click Connect. The Create New OLEDB Data Source dialog box opens. 11. In the Application Server field, enter the name of the BW server. 12. In the BPCMDX.4 Authentication Method dropdown list, select the appropriate authentication method. 13. Click Next. The following dialog box opens. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 43 14. Select the data source that you require. 15. Click Finish. 16. In the Create Connection dialog box, select the model you require. 44 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 17. Enter a name for the connection. The name appears in the Connection Manager list of connections. 18. Click OK. 5.1.6 Prerequisites for creating a local connection for Planning and Consolidation version for SAP NetWeaver Prerequisites Once the BW cube has been generated and before creating a local connection for Planning and Consolidation, version for SAP NetWeaver, from the EPM Add-in, the following procedure is required. Procedure 1. Log in to Planning and Consolidation. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 45 2. In the Launch pane of the window, click Planning and Consolidation Administration. The Planning and Consolidation Administration opens. 3. In the left pane, select Dimensions and Models > Models. 4. Select the model for which you want to create a connection. The following window opens. 46 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 5. In the Features Used with the Model section, select the Use as Source of Data for External Applications option. Note Selecting this option is creating a virtual provider in the SAP NetWeaver application. 6. Click Save and Close. Note The next steps are not mandatory. They are intended only if you want to verify the creation of the virtual provider in the SAP NetWeaver application. 7. Open the SAP NetWeaver application. 8. Execute the RSA1 transaction. The DataWarehousing Workbench opens. 9. In the left pane, expand the environment and click InfoProvider. 10. Under this section, you will find the virtual provider that was created during step 5. Note The virtual provider name is suffixed by the letter B. In this example: Consolidation_B, as the provider itself has no suffix. 11. You can now exit the NetWeaver application. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 47 5.1.7 Creating a Local Connection for Planning and Consolidation version for SAP NetWeaver Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Click Log On. The EPM - Logon dialog box opens. 4. Click the browse button next to the Connection area. The EPM - Connection Manager opens. 5. Click Create. The Create Connection dialog box opens. 6. In the Connection Type area, select the Local option. 7. In the Local Connection area, select the SAP BW OLEDB Provider option and click Connect. The Create New OLEDB Data Source dialog box opens. 8. In the Application Server field, enter the name of the BW server. 9. In the MDrmSAP.2 Authentication Method dropdown list, select the appropriate authentication method. 10. In the System Number field, enter the system number of your SAP NetWeaver server. 11. In the Client field, enter your client number. 12. In the Language field, enter the language of your BW system. 13. Click Next. The Logon dialog box opens. 48 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 14. Enter the user name and password and click Log on. 15. Click Next. The following dialog box opens. You can see the list of all the virtual providers that have been created on the SAP NetWeaver server. 16. Select the $INFOCUBE data source and click Finish. 17. In the Create Connection dialog box, select a cube that contains TQ2_. 18. Enter a name for the connection. The name appears in the Connection Manager list of connections. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 49 19. Click OK. 5.1.8 Creating a Local Connection for the SAP HANA Platform Context For better performances with the SAP HANA platform, we recommend that you use the XMLA SSAS Authentication Method provider. See Creating a Local Connection for Financial Consolidation with SSAS Cubes using XMLA or OLEDB Providers [page 32]. Prerequisites to the creation of a local connection for the SAP HANA Platform: before creating the connection as explained below, you must have installed the MDX Provider for SAP HANA. Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 50 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 3. Click Log On. The EPM - Logon dialog box opens. 4. Click the browse button next to the Connection area. The EPM - Connection Manager opens. 5. Click Create. The Create Connection dialog box opens. 6. In the Connection Type list, select the Local option. 7. In the Local connection area, select the SAP HANA MDX Provider and click Connect. The Create New OLEDB Data Source dialog box opens. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 51 8. In the Application Server field, enter the name of the SAP HANA server. 9. In the SAPNewsDBMDXProvider Authentication Method, select the Other Basic method. 10. In the System Number field, enter the system number of your SAP HANA server. 11. Click Next. The Logon dialog box opens. 12. Enter the user name and password and click Log on. 13. In the Create Connection dialog box, select the HANA view you want to use. 14. Enter a name for the connection. The name appears in the Connection Manager list of connections. 52 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 5.2 Creating Planning and Consolidation Connections Creating a Planning and Consolidation connection enables you to enter data on the following models of: SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 53 5.2.1 Creating a Planning and Consolidation Connection for the Microsoft Platform Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Click Log On. The EPM - Logon dialog box opens. 4. Click the browse button next to the Connection area. 5. Click Create. The Create Connection dialog box opens. 6. In the Connection Type area, select Planning and Consolidation, version for the Microsoft platform. 7. In the Server URL area, enter the Planning and Consolidation server URL. For example: https:// vmw3443:8443/sap/bpc/. 8. Choose one of the following options to connect to the Planning and Consolidation server: Connect directly by clicking Connect. In the login dialog box that opens, enter your User Name and Password and click Logon. Use a single sign-on client certificate. Select the option Client Certificate, then select a certificate that has been generated by your administrator. Note that this is not valid if you connect through a BusinessObjects Enterprise XI platform. Note If you encounter an issue with single sign-on, you can deactivate it by setting the key IgnoreWindowsAuthenticationInBPCMS to "true" in the file FPMXLClient.dll.config. For enhanced security, use a single sign-on short-lived certificate by clicking SAP Secure Login Profile. When you select this option, the authentication is managed by SAP Secure Login Client (as part of the SAP Single Sign-On solution). Then, select a client profile. A client profile consists of a user authentication scheme with one or more authentication mechanisms: Kerberos, ADS, LDAP, RSA SecurID, 2-factor authentication (with a password and a one-time password). Then, click connect and enter the user name, password (and one-time password if you are using a 2-factor authentication profile) in the SAP Secure Login Client login dialog box. A short-lived certificate is created on your local machine and as long as the certificate is valid, you can log off and log in again as many times as you want and you will not have to authenticate each time. For more information on SAP Secure Login, see the Secure Login for SAP Single Sign-On Implementation Guide. Note that you need to buy a license to use SAP Single Sign-On. 9. Select an Environment and a Model. 10. Click Generate Connection Name or manually enter a connection name. 54 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 5.2.2 Creating a Planning and Consolidation Connection for SAP NetWeaver Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 3. Click Log On. The EPM - Logon dialog box opens. 4. Click the browse button next to the Connection area. The EPM - Connection Manager opens. 5. Click Create. The Create Connection dialog box opens. 6. In the Connection Type area, select Planning and Consolidation, version for SAP NetWeaver. 7. In the Server URL area, enter the Planning and Consolidation server URL. For example: http:// serveur:port/sap/bpc/. 8. Choose one of the following options to connect to the Planning and Consolidation server: Connect directly by clicking Connect. In the login dialog box that opens, enter your User Name and Password and click Logon. Use a single sign-on client certificate. Select the option Client Certificate, then select a certificate that has been generated by your administrator. Note that this is not valid if you connect through a BusinessObjects Enterprise XI platform. If the server does not use any of the protocols that are natively supported by the EPM add-in (that is: Basic, Client Certificate and Windows), but use a protocol of type saml 2 (that is a protocol that requires html and javascript technologies), select the Web Authentication Protocol option. Note that the option is taken into account only for versions 10.1 and 11.0 of Planning and Consolidation SAP NetWeaver. For enhanced security, use a single sign-on short-lived certificate by clicking SAP Secure Login Profile. When you select this option, the authentication is managed by SAP Secure Login Client (as part of the SAP Single Sign-On solution). Then, select a client profile. A client profile consists of a user authentication scheme with one or more authentication mechanisms: Kerberos, ADS, LDAP, RSA SecurID, 2-factor authentication (with a password and a one-time password). Then, click connect and enter the user name, password (and one-time password if you are using a 2-factor authentication profile) in the SAP Secure Login Client login dialog box. A short-lived certificate is created on your local machine and as long as the certificate is valid, you can log off and log in again as many times as you want and you will not have to authenticate each time. For more information on SAP Secure Login, see the Secure Login for SAP Single Sign-On Implementation Guide. Note that you need to buy a license to use SAP Single Sign-On. Note If you use the SAP Portal credentials to create your Planning and Consolidation Connection for SAP NetWeaver connection, the authentication is performed directly at the SAP Portal level and not at the Planning and Consolidation server level. Beforehand, you must enter the SAP Portal parameters in the Server Configuration tab of the EPM - User Options dialog box. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 55 9. Select an Environment and a Model. 10. Click Generate Connection Name or manually enter a connection name. 5.3 Creating SAP BusinessObjects Enterprise Connections Creating an SAP BusinessObjects Enterprise connection enables you to analyze the data of the OLAP data sources below: SSAS cubes created with SAP BusinessObjects Financial Consolidation, cube designer SAP NetWeaver BW InfoCubes created with SAP BusinessObjects Financial Consolidation, cube designer SAP BusinessObjects Profitability and Cost Management models SAP BusinessObjects Planning and Consolidation, version for SAP NetWeaver SAP BusinessObjects Planning and Consolidation, version for the Microsoft platform SSAS Cubes SAP NetWeaver BW Cubes To create SAP BusinessObjects Enterprise connections, you must: Create an EPM Connection in the EPM Connection Manager in the Central Management Console, Create a BOE connection in the EPM Add-in. 5.3.1 Creating an EPM Connection for Financial Consolidation with SSAS Cubes in the Central Management Console Prerequisites You must install the EPM Connection Manager on the SAP BusinessObjects Enterprise platform before creating an EPM connection. Install the web services. To find out more about the installation procedure, see the SAP BusinessObjects Financial Consolidation Installation documentation. Procedure 1. Log on to the Central Management Console. 2. In the Organize section, click EPM Connections. 3. Click New Connection. The following window opens. 56 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 4. Enter a name for the connection. 5. In the Source Application field, select the SAP BusinessObjects Financial Consolidation application. 6. In the Provider field, select Microsoft Analysis Services 2005 or Microsoft Analysis Services 2008. 7. In the Server address field, enter the URL of the datapump located on the SSAS Server. 8. In the Server Name field, enter the name of the SSAS server. If you installed it with a named instance, do not forget to indicate the name of the instance. 9. In the Catalog field, select the SSAS database you are going to use. Caution You must select a catalog (an SSAS database) that is only created and used by Cube Designer. Note When creating the EPM connection, a message appears "database not found". This is normal as the database is only created after the first solution is deployed. 10. In the Web services URL field, enter the URL of the SAP BusinessObjects Financial Consolidation Web Services. 11. Click Save. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 57 Once the connection is created, you must define the appropriate security in the Central Management Console. The user must be granted the following rights: View right on connections, Publish right, if you want the user to publish workbooks in the BI launch pad. 5.3.2 Creating an EPM Connection for Financial Consolidation with NetWeaver BW Cubes in the Central Management Console Prerequisites You must install the EPM Connection Manager on the SAP BusinessObjects Enterprise platform before creating an EPM connection. Install the web services. To find out more about the installation procedure, see the SAP BusinessObjects Financial Consolidation Installation documentation. Procedure 1. Log on to the Central Management Console. 2. In the Organize section, click EPM Connections. 3. Click New Connection. The following window opens. 58 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 4. Enter a name for the connection. 5. In the Source Application field, select the SAP BusinessObjects Financial Consolidation application. 6. In the Provider field, select ODBO Provider for NetWeaver BW. 7. In the Application Server field, enter the URL of the SAP NetWeaver server. 8. In the System Number field, enter the system number of your SAP NetWeaver server. 9. In the Client field, enter your client number. 10. In the Web services URL field, enter the URL of the SAP BusinessObjects Financial Consolidation Web Services. 11. Click Save. Once the connection is created, you must define the appropriate security in the Central Management Console. The user must be granted the following rights: View right on connections, Publish right, if you want the user to publish workbooks in the BI launch pad. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 59 5.3.3 Creating an EPM Connection for Profitability and Cost Management in the Central Management Console Context You must install the EPM Connection Manager on the SAP BusinessObjects Enterprise platform before creating an EPM connection. Procedure 1. Log on to the Central Management Console. 2. In the Organize section, click EPM Connections. 3. Click New Connection. The following window opens. 4. Enter a name for the connection. 5. In the Source Application field, select the SAP BusinessObjects Profitability and Cost Management application. 6. In the Provider field, select ODBO Provider for PCM. 7. In the Server address field, enter the URL of the Profitability and Cost Management application server. 8. In the Catalog field, enter EPM. 9. Click Save. Once the connection is created, you must define the appropriate security in the Central Management Console. The user must be granted the following rights: 60 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections View right on connections, Publish right, if you want the user to publish workbooks in the BI launch pad. 5.3.4 Creating an EPM Connection for Planning and Consolidation version for SAP NetWeaver in the Central Management Console Prerequisites You must install the EPM Connection Manager on the SAP BusinessObjects Enterprise platform before creating an EPM connection. Procedure 1. Log on to the Central Management Console. 2. In the Organize section, click EPM Connections. 3. Click New Connection. The following window opens. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 61 4. Enter a name for the connection. 5. In the Source Application field, select the SAP BusinessObjects Planning and Consolidation for SAP NetWeaver application. 6. In the Provider field, select ODBO Provider for NetWeaver BW. 7. In the Server address field, enter the URL of the SAP NetWeaver server. 8. In the System Number field, enter the system number of your SAP NetWeaver server. 9. In the Client field, enter your client number. 10. Click Save. Once the connection is created, you must define the appropriate security in the Central Management Console. The user must be granted the following rights: View right on connections, Publish right, if you want the user to publish workbooks in the BI launch pad. 5.3.5 Creating an EPM Connection for Planning and Consolidation version for Microsoft in the Central Management Console Context You must install the EPM Connection Manager on the SAP BusinessObjects Enterprise platform before creating an EPM connection. Procedure 1. Log on to the Central Management Console. 2. In the Organize section, click EPM Connections. 3. Click New Connection. The following window opens. 62 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 4. Enter a name for the connection. 5. In the Source Application field, select the SAP BusinessObjects Planning and Consolidation for Microsoft application. 6. In the Provider field, select ODBO Provider for BPC MS. 7. In the Server address field, enter the URL of the Planning and Consolidation application server. 8. In the Catalog field, enter the environment you are going to use. 9. Click Save. Once the connection is created, you must define the appropriate security in the Central Management Console. The user must be granted the following rights: View right on connections, Publish right, if you want the user to publish workbooks in the BI launch pad. 5.3.6 Creating an SAP BusinessObjects Enterprise Connection Procedure 1. Open the BI launch pad. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 63 2. Click the Documents tab. 3. Click New > EPM Workbook (or EPM Document or EPM Presentation) The corresponding Microsoft Office application opens. 4. In the EPM - Logon dialog box, click the browse button next to the Connection area. The EPM - Connection Manager opens. 5. Click Create and in the Connection type area, select SAP BusinessObjects Enterprise. 6. Select the EPM Connection you want to use. To find out more about the EPM Connection creation, see the Creating an EPM Connection in the Central Management Console sections of this documentation. The list of Available Cubes/Models opens. 7. Select the cube or model you want to use. 8. Enter a Connection Name and click OK. 5.4 Creating the SAP BW (INA Provider) Connection Procedure 1. Open Microsoft Office Excel, Microsoft Office Word, or Microsoft Office PowerPoint. 2. Select the EPM tab. 64 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 3. Click Log On. The EPM - Logon dialog box opens. 4. Click the browse button next to the Connection area. The EPM - Connection Manager opens. 5. Click Create. The Create Connection dialog box opens. 6. In the Connection Type area, select the SAP BW (INA Provider) option. 7. In the Custom System area, enter a System Name and a Server Name. 8. Select the BASIC Authentication Method. 9. Select the protocol you want to use, enter a Port Number and a Client Number. 10. Click Generate Connection Name. 11. If you work with SAP Business Planning and Consolidation 10.1, version for SAP NetWeaver or higher, and you want to make the work status feature available, click Connect, then select an Environment and a Model. 12. Click OK. EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections CUSTOMER 65 5.5 User Preferences Configuration Information about connections and user preferences is stored in different files, which are located in \ %userprofile%\AppData\Local\EPMOfficeClient\. Note These files are not deleted when upgrading your version with a patch or support package, or installing a new version. These files are: Connections.xml: contains the list of all the Planning and Consolidation and SAP BusinessObjects Enterprise connections. EPMXLClientPreference.XML: contains the user preferences (options and context values). Note By default, the EPMXLClientPreference.xml and Connections.xml files are stored in C:\Users\<user> \AppData\Local\EPMOfficeClient. However, you can now add the key as follows in the FPMXLCLIENT.dll.config file and set the key to "true": "<add key="ConnectionDefinitionInRoamingUserProfiles" value="true"/>". The EPMXLClientPreference.XML and Connections.xml files will be stored in C:\Users\<user>\AppData\Roaming\EPMOfficeClient. .oqy files: contain all the local connections you have created in the EPM add-in and are stored in the Local Connections folder. Tip The content of the files can be exported to other machines if you want to deploy the same connections and user preferences for several users. 66 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Creating and Configuring Connections 6 Configuring the EPM Connector 6.1 To configure the EPM Connector for Microsoft-based Solutions Context Dashboard Design is a Flash application and by default, Flash does not allow you to retrieve data from URLs that are not from the same DNS domain. To find out more, consult the following URL: http:// www.senocular.com/pub/adobe/crossdomain/policyfiles.html . To authorize access to URLs, you need to create crossdomain.xml files and add them to each XMLA provider. Procedure 1. Create one file named crossdomain.xml in each XMLA provider folder, with the following content: For HTTPS: <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/crossdomain-policy.dtd "> <cross-domain-policy> <allow-http-request-headers-from domain="*.mydomain.com" headers="*"/> <allow-access-from domain="*.mydomain.com" to-ports="443"/> </cross-domain-policy> For HTTP: <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/crossdomain-policy.dtd "> <cross-domain-policy> <allow-http-request-headers-from domain="*.mydomain.com" headers="*" secure="false"/> <allow-access-from domain="*.mydomain.com" to-ports="80" secure="false"/> </cross-domain-policy> 2. Modify the domain parameter depending on the initial domain of the Financial Consolidation or Planning and Consolidation server or the local machine where the EPM Add-in is installed. For example: *.sap.corp. For example, your environment is composed of the following: one FC XMLA provider (http://FCserver-domain.com/datapump) or one PC XMLA provider (http://PCserver-domain.com:[port]/sap/bpc/ all users are in the DNS domain named client-domain.com. For each XMLA provider, you must create a crossdomain.xml file like the following: EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 67 For FC <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/crossdomain-policy.dtd "> <cross-domain-policy> <allow-http-request-headers-from domain="FCsever-domain.com" headers="*"secure="false"/> <allow-access-from domain="FCserver-domain.com" to-ports="80"secure="false"/> <allow-http-request-headers-from domain="*.client-domain.com" headers="*"secure="false"/> <allow-access-from domain="*.client-domain.com" to-ports="80"secure="false"/> </cross-domain-policy> For PC <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/crossdomain-policy.dtd "> <cross-domain-policy> <allow-http-request-headers-from domain="PC.sever-domain.com" headers="*"secure="false"/> <allow-access-from domain="PCserver-domain.com" to-ports="80"secure="false"/> <allow-http-request-headers-from domain="*.client-domain.com" headers="*"secure="false"/> <allow-access-from domain="*.client-domain.com" to-ports="80"secure="false"/> </cross-domain-policy> 6.1.1 Defining HTTP headers of the crossdomain.xml file under Windows 2003 Procedure 1. Open the IIS server administration console. 2. Right-click on the crossdomain.xml file and select Properties 3. In the HTTP Headers tab, click Add. 4. In the Custom Header Name area, enter X-Permitted-Cross-Domain-Policies. 5. In the Custom Header Value area, enter by-content-type. 68 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector 6. Cick OK. 7. Click Add again. 8. In the Custom Header Name area, enter Content-Type. 9. In the Custom Header Value area, enter x-cross-domain-policy. EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 69 10. Click OK. 6.1.2 Defining HTTP headers of the crossdomain.xml file under Windows 2008 Procedure 1. Open the IIS Manager. 2. Select the site of your XMLA provider and in the right pane, click Content View. 70 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector 3. In the Content View list, select the crossdomain.xml file and in the Actions pane, click Switch to Features View. EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 71 4. In the Features View, double-click the HTTP Response Header icon. 72 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector The Add Custom HTTP Response Header dialog box opens. 5. In the Actions pane, click Add. 6. In the Name field, enter Content-Type. 7. In the Value field, enter x-cross-domain-policy. 8. Click OK. 9. Click Add again. 10. In the Name field, enter X-Permitted-Cross-Domain-Policies. 11. In the Value field, enter by-content-type. 12. Click OK. EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 73 6.1.3 Alternative configuration Note Alternatively, you can also configure the meta-policy in a different way if you create the crossdomain.xml file in the web server root folder (wwwroot in IIS). In this case, the file must contain the following: <?xml version="1.0"?> <!DOCTYPE cross-domain-policy SYSTEM "http://www.adobe.com/xml/dtds/cross- domain-policy.dtd "> <cross-domain-policy> <site-control permitted-cross-domain-policies=" all "/> </cross-domain-policy> Caution This configuration could be helpful if you put all the XMLA provider on the same machine. However, note that this configuration will apply to all applications deployed on this server. This method is recommended only for testing and development environments ; as such, there are less restrictions. 74 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector 6.2 To configure the EPM Connector for SAP NetWeaverbased Solutions Context Configuring the EPM Connector for SAP NetWeaver-based solutions consists of the following three steps: Creating a class Implementing the interface Creating the crossdomain service 6.2.1 Creating a Class on the SAP NetWeaver Server Procedure 1. Log on to SAP NetWeaver and execute the SE80 transaction to open the ABAP editor. 2. Open the Repository Browser. 3. Select the Class / Interface repository and enter a class name (in this example: Z_EPM_CROSSDOMAIN). A confirmation message opens (Create Object). EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 75 4. Click Yes. 5. In the Object type dialog box, select the Class type and validate. The Create Class dialog box opens. 6. Enter a description and click Save. The Create Object Directory Entry dialog box opens. 7. Select the options corresponding to your environment and click Save. 8. Open the new class you just created; in this example: Z_EPM_CROSSDOMAIN. 76 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector 6.2.2 Implementing the Interface on the BW Server Procedure 1. Open the new class you just created: in this example, Z_EPM_CROSSDOMAIN. 2. Select the Interface tab. 3. Click Display Change (Ctrl F1) to edit the interface. 4. In the Method field, enter IF_HTTP_EXTENSION and press [enter] to search for the method. 5. Select the Method tab. 6. Double-click the IF_HTTP_EXTENSION~HANDLE_REQUEST method to open it. 7. Paste into this method the following code lines: * <SIGNATURE>------------------------------------------------------------------- --------------------+ * | Instance Public Method Z_EPM_XC_XD->IF_HTTP_EXTENSION~HANDLE_REQUEST * +----------------------------------------------------------------------------- --------------------+ * | [--->] SERVER TYPE REF TO IF_HTTP_SERVER * +----------------------------------------------------------------------------- ---------</SIGNATURE> method IF_HTTP_EXTENSION~HANDLE_REQUEST. DATA: l_crossdomain_xml TYPE string, EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 77 l_crossdomain_xml_x TYPE xstring, l_string_length TYPE i, lo_conv TYPE REF TO CL_ABAP_CONV_OUT_CE. server->response->set_header_field( EXPORTING name = 'X-Permitted-Cross-Domain-Policies' " Name of the header field value = 'by-content-type' " HTTP header field value ). server->response->set_header_field( EXPORTING name = 'Content-Type' " Name of the header field value = 'text/x-cross-domain-policy' " HTTP header field value ). l_crossdomain_xml = '<?xml version="1.0"?>'. CONCATENATE l_crossdomain_xml '<!DOCTYPE cross-domain-policy SYSTEM "http:// www.macromedia.com/xml/dtds/cross-domain-policy.dtd">' INTO l_crossdomain_xml. CONCATENATE l_crossdomain_xml '<cross-domain-policy>' INTO l_crossdomain_xml. CONCATENATE l_crossdomain_xml '<allow-http-request-headers-from domain="*.mydomain.com" headers="*" secure="false" />' INTO l_crossdomain_xml. CONCATENATE l_crossdomain_xml '<allow-access-from domain="*.mydomain.com" secure="false"/>' INTO l_crossdomain_xml. CONCATENATE l_crossdomain_xml '</cross-domain-policy>' INTO l_crossdomain_xml. lo_conv = CL_ABAP_CONV_OUT_CE=>create( ). call method lo_conv->convert exporting data = l_crossdomain_xml importing buffer = l_crossdomain_xml_x len = l_string_length. server->response->set_data( EXPORTING data = l_crossdomain_xml_x " Binary Data * offset = 0 " Offset into binary data length = l_string_length " Length of binary data ). endmethod. ENDCLASS. Note Do not forget to enter the domain name in the "*.mydomain.com" parameter. 78 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector 8. Save the method. A message appears indicating that the IF_HTTP_EXTENSION~HANDLE_REQUEST method has been saved. 9. Exit and return to the main screen. 6.2.3 Creating the crossdomain Service Procedure 1. In the SAP NetWeaver main screen, execute the SICF transaction. The Maintain Services window opens. EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 79 2. In the Hierarchy Type field, enter SERVICE and click Execute (F8). The Create Host/Service window opens. 3. In the Virtual hosts/Services zone, expand the services list under default_host. 4. Right-click sap and select New Sub-Element. 80 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector The Create a Service Element opens. EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 81 5. In the Name of service Element to Be Created, enter crossdomain and leave the default other options. Caution You must enter crossdomain as the service name, otherwise it will not function. 6. Click Validate. The Create/Change Service dialog box opens. 7. In the Description field, enter EPM crossdomain. 82 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector 8. Select the Handler List tab. 9. In the Handler List zone, enter the class name you created in the first step of this procedure; in this example: Z_EPM_CROSSDOMAIN. (see Creating a Class on the SAP NetWeaver Server [page 75]) EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 83 10. Click Save and exit. The Create Object Directory Entry dialog box opens. 84 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector 11. Click Local Object. 12. Back in the Create / Change a Service dialog box, click Save. 13. Click Back (F3) to go back to the Maintain Service window. You can see that the crossdomain service has been created but not yet activated. 14. Right-click crossdomain and click Activate Service. A confirmation message opens. 15. Click Yes. The crossdomain service is now activated. 16. To restart the service, right-click Deactivate Virtual Host and then Activate Virtual Host. 17. If you want to test that the service has been correctly created, open a browser and enter the following URL: http://<your_netweaver_server.domain.corp:<port_number>/sap/crossdomain. The following XML file opens: <?xml version="1.0"?><!DOCTYPE cross-domain-policy SYSTEM "http:// www.macromedia.com/xml/dtds/cross-domain-policy.dtd"> <cross-domain-policy> <allow-http-request-headers-from domain="*.mydomain.com" headers="*" secure="false" /> <allow-access-from domain="*.mydomain.com" secure="false"/></cross-domainpolicy> EPM Add-in for Microsoft Office Installation Guide Configuring the EPM Connector CUSTOMER 85 7 Deploying the Same Options for Several Users If you want to deploy the same options for several users, you can export the content of the EPMXLClientPreference.xml to several machines. The table below lists the options contained in the EPMXLClientPreference.xml file and the corresponding options in the user interface: The user options that are in Options User Options . The sheet options that are saved as default options when clicking Save as Default in Options . The command display options that are in Options Command Display Options . Options Sheet Note Some options are no longer used and are noted as "deprecated". in .xml Restriction This option applies to BPC NetWeaver connections only on the interface where (no equivalent option in the EPM add-in interface) ActivateMemberSetMode Values: True or False (False is the default value) When set to True, and provided that the server recognizes the relationship, the server performs the member expansion, not the client. If the server does not recognize the relationship (for example, the Offset relationship), the client performs the expansion. Setting this option to True improves performance. Caution We recommend not to set this option to True before you install Planning and Consolidation for NetWeaver 10.0 Support Package 10. 86 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users in .xml on the interface where AlwaysAutoUpdateCharts Values: True or False Refresh Charts Automatically User Options Navigation AutoFitColumns Values: True or False Auto Fit Column Width Sheet Options Formatting AutoFitRefresh (deprecated) AutomaticRefresh Values: True or False (deprecated) Automatic Refresh on Context Changes User Options Navigation AutoUpdateWarning Values: True or False Notify me when updates are available User Options Others BOEServer Values: server SAP BusinessObjects Enterprise Server User Options Server Configuration CacheValidityDuration Values: integer Clear Metadata Cache Frequency data entry field User Options Navigation Default value: 0 Enter a number to specify the number of days CalculateParentsInHierarchy Values: True or False Calculate Parents in Hierarchies Sheet Options Refresh ClearDataOnSave Values: True or False Clear Data in the Whole File when Saving it Sheet Options Refresh ClearFormattingBeforeApplyDynForma Clear Report Format before Applying tting Dynamic Formatting Values: True or False Sheet Options Formatting ColumnAxisTotalsRefresh (deprecated) (deprecated) CustomExpand/Apply Custom Expand Values: True or False Sheet Options General CustomExpand/ExpansionType Values: UntilLevel LevelsRange OneLevel BaseLevel Button Define Custom Expand Down to Level From Level to Level Only Level Only Base Level Sheet Options General CustomExpand/IncludeMember Values: True or False Include Member Sheet Options General EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users CUSTOMER 87 in .xml DataLinkColor Values: integer Default value: 0 Use ARGB color values on the interface Data Link Symbol Color button DeactivateSumbitAndRefresh (deprecated) Values: True or False (deprecated) DefaultForEmptyComment Values: string Default Value: ... Enter the characters that you want to be saved for empty comments. Empty Comment DefaultLocalMemberRecognitionOn (deprecated) (deprecated) DefaultMemberRecognitionOn (deprecated) (deprecated) DefaultNotAnEPMSheet (deprecated) (deprecated) DeferLayoutUpdate Defer Layout Update Values: True or False DisplayCommentsUsingExcel Values: True or False Show as Microsoft Excel Comments DisplayDeprecatedFunctions Values: True or False Load EV Functions DisplayName Values: to display the member captions, enter SoDnCaption to display the member captions, enter SoDnFullUniqueName Display Name options DisplayUnrecognizedMembers (deprecated) DoNotStoreModelWarning Values: True or False (deprecated) Warn if Connection or Environment in the Connection is not Stored DoubleClick Values: True or False Enable Double-Click where User Options Others User Options Others EPM tab Sheet Options General User Options Others User Options Formatting User Options Navigation User Options Navigation 88 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users in .xml EliminateEmptyAndZeroColumns Values: True or False on the interface Remove Empty and Zero Values where Sheet Options General Columns EliminateEmptyAndZeroRows Values: True or False Remove Empty and Zero Values Sheet Options General Rows EliminateEmptyColumns Values: True or False Remove Empty Sheet Options General Columns EliminateEmptyRows Values: True or False Remove EmptyRemove Empty Sheet Options General Rows EmptyValueReplacement Values: integer or string You can also leave a blank. The cells that have no data will be left blank. Empty Cell Default Value Sheet Options Formatting ExpandCollapse Values: True or False Expand/Collapse on Single Member User Options Navigation ExpandToLowerLevel Values: To expand Member and Children, enter SoZiMemberChildren. To expand Children, enter SoZiChildren. To expand Member and Descendants, enter SoZiMemberDescendants. To expand Descendants, enter SoZiDescendants. Expand Options Sheet Options General ForceBasicWrite Values: True or False Apply only Report Editor Definition for Faster Refresh Sheet Options Refresh ForceSymetricQueryWhenNecessary Values: True or False Force Symmetric Refresh for Large Asymmetric Axis User Options Others HideEmptyAndZeroColumns Values: True or False Hide Empty and Zero Values Sheet Options General Columns HideEmptyAndZeroRows Values: True or False Hide Empty and Zero Values Sheet Options General Rows HideEmptyColumns Hide Empty Sheet Options General Columns EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users CUSTOMER 89 in .xml Values: True or False HideEmptyRows Values: True or False HideGhostConnect HideLinks HideMatrixSecurityWarning Values: True or False on the interface where Hide Empty Sheet Options General Columns (no equivalent option in the EPM add-in interface) (no equivalent option in the EPM add-in interface) Display Matrix Security Warning Caution When set to True, the option is unchecked. When set to False, the option is checked. User Options Others HideRefreshWarning Values: True or False Display Warning when Process Takes Time Caution When set to True, the option is unchecked. When set to False, the option is checked. User Options Others HideSubmitWarning Values: True or False Display Warning when Saving Data or Comment Caution When set to True, the option is unchecked. When set to False, the option is checked. User Options Others IntelligentFormatting Values: True or False IntelligentFormattingSheet Values: name of the worksheet Default value: EPMFormattingSheet IsNotAnEPMSheet Values: True or False Apply Dynamic Formatting Default Formatting Sheet EPM Worksheet Sheet Options Formatting Sheet Options Formatting Sheet Options General 90 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users in .xml on the interface where Caution When set to True, the option is unchecked. When set to False, the option is checked. KeepEliminate Values: True or False Keep/Exclude on Single Member KeepFormulaAfterRefresh Values: True or False Keep Formula on Data LanguageEdition Values: ISO 639-1 language codes Application Language For example, en stands for English LanguageIsoCode Data Language Values: ISO 639-1 language codes For example, en stands for English LinkIsLocal Workbook Location options Values: True or False LocalAndCustomMemberRecognition Activate Local Member Recognition Values: True or False LocalMemberAsCellPosition Use Position in Axis Values: True or False MeasureDisplayFormat (deprecated) MemberLinkColor Values: integer (deprecated) Member Link Symbol Color button Default value: 0 Use ARGB color values MemberSelectorPagingSize Values: integer Members Displayed on Node Expansion in Member Selector Default value: 1000 Enter the maximum number of members to display when expanding a node in the member selector User Options Navigation Sheet Options General User Options Others User Options Navigation User Options Others Sheet Options General Sheet Options General User Options Navigation User Options Navigation EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users CUSTOMER 91 in .xml on the interface where NoMatchInMasterAxisValueReplaceme Member not Found Default Value nt Values: text Sheet Options Formatting Default value: #NOMEMBERFOUND Enter the text to be displayed in the cells when a member is not found for the following reason. NumberFormat Values: number Default value: 0.## OnTheFlyMemberRecognition Values: True or False Number Format Activate Member Recognition only in Microsoft PowerPoint and Word: Presentation Options Formatting and Document Options Formatting Sheet Options General OverrideEmptyValue Values: True or False Set Default Value in Empty Cell Sheet Options Formatting OverrideNoMatchInMasterAxisValue Values: True or False Set Default Value when Member not Found in Shared Axis Sheet Options Formatting OversizeQueryLimit Values: integer cells entry area User Options Others Default value: 0 PauseRefresh Values: True or False Freeze Data Refresh User Options Navigation RefreshOnOpen Values: True or False Refresh Data in the Whole File when Opening it Sheet Options Refresh RefreshOnlyDataAfterSubmit Values: True or False Refresh only Data on "Save & Refresh Data" User Options Others RefreshOnlyExpandedMembers Values: True or False Refresh only Expanded and Inserted Members User Options Navigation RemoveWorksheetBeforeGeneration Values: True or False Remove EPM Worksheets Before Generation User Options Others ReportLinkColor (deprecated) RestoreDynamicOnRefresh (in the <DefaultSheetOptions> section) Values: True or False (deprecated) Restore Dynamic Selection on Refresh after Navigation Sheet Options Refresh 92 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users in .xml RepeatColumnHeaders Values: True or False on the interface Repeat Columns Headers RepeatRowHeaders Values: True or False Repeat Row Headers RestoreDynamicOnRefresh (not in the <DefaultSheetOptions> section: deprecated) RowAxisTotalRefresh (deprecated) RowHeaderIndentation Row Header Indentation options Values: To indent children, enter SoRhiChildren To indent parents, enter SoRhiParents To specify no indentation, enter SoRhiNone SheetLocked (do not use) SheetPwd (do not use) SheetProtectionOptions (do not use) (do not use) (do not use) (do not use) ShowDataComments Values: True or False Show Source Data in Comments ShowCurrentViewPane Values: True or False Display EPM Context Bar ShowCurrentViewVertical Values: True or False Display Context inside EPM Pane ShowLocalConnections Values: True or False Display Local Connections ShowReportEditionPane Values: True or False Display EPM Pane ShowUnrecognizedMemberWarning Values: True or False Warn if Rows and Columns of Unrecognized Members Will be Kept SmtpConfiguration/Address Server Address where Sheet Options Formatting Sheet Options Formatting Sheet Options Formatting Sheet Options Refresh User Options Others User Options Others User Options Others User Options Others User Options Navigation User Options Server Configuration EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users CUSTOMER 93 in .xml SmtpConfiguration/ AuthenticationType Values: enter 0 for Anonymous enter 1 for Basic enter 2 for NTLM SmtpConfiguration/EnableSsl Values: True or False SmtpConfiguration/Port SmtpConfiguration/User TopMostDialog Values: True or False If you enter True, any EPM add-in dialog box will be displayed on top of any other application window. TotalsAtTheLeft Values: True or False TotalsAtTheTop Values: True or False UnauthorizedCellsText Values: text Enter the text to display in cells containing data that you are not authorized to view. Default value: #Unauthorized UnrecognizedMemberManagement Values: True or False UseAsInputForm Values: True or False UseCacheValidityDuration Values: True or False UseCustomDataLinkColor on the interface Authentication Type where User Options Server Configuration Enable SSL User Options Server Configuration Server Port User Options Server Configuration User Name User Options Server Configuration (no equivalent option in the EPM add-in interface) Left and Right Top and Bottom Unauthorized Cell Text Sheet Options General Totals Placement Sheet Options General Totals Placement User Options Others Keep Rows and Columns of Unrecognized Members Use as Input Form Clear Metadata Cache Frequency Data Link Symbol Color User Options Navigation Sheet Options General User Options Navigation User Options Others 94 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users in .xml on the interface where Values: True or False UseCustomMemberLinkColor Values: True or False Member Link Symbol Color User Options Others UseCustomReportLinkColor (deprecated) UseEPMMemberIDInEVFomulas Values: True or False (deprecated) Use EPMMemberID in EPM Formulas User Options Others UseMetaDataCache Values: True or False Activate Metadata Cache User Options Navigation VisibilityCollaborationAll Values: True or False All Buttons Command Display Options Collaboration Group VisibilityDataAnalysisAll Values: True or False All Buttons Command Display Options Data Analysis Group VisibilityDataManager Values: True or False All Buttons Command Display Options Data Manager Group VisibilityReportAndAnalysisOpenSave Open/Save Values: True or False Command Display Options Reports Group VisibilitySubmitDataAll Values: True or False All Buttons Command Display Options Data Input Group VisibilityToolsCustomMembers Values: True or False Custom Members Command Display Options Tools Group VisibilityToolsOffLineMode Values: True or False Offline Mode Command Display Options Tools Group VisibilityToolsQuickLinks Values: True or False Quick Links Command Display Options Tools Group VisibilityUndo Values: True or False All Buttons Command Display Options Undo Group VisualizeUnauthorizedCells Values: True or False Show Unauthorized Cell Text Sheet Options Refresh WarmDynamicRefresh Values: True or False Warn if Navigation Will Break Dynamic Selection User Options Navigation WarnIfQueryIsTooBig Warn if Report Exceeds User Options Others EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users CUSTOMER 95 in .xml Values: True or False on the interface where 96 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Deploying the Same Options for Several Users 8 EPM Add-in for Microsoft Office Technical Log Configuration You configure the EPM Add-in technical log in the following files: FPMXLClient.dll-ExcelLogConfig.xml for Microsoft Excel FPMXLClient.dll-PowerPointLogConfig.xml for Microsoft PowerPoint FPMXLClient.dll-WordLogConfig.xml for Microsoft Word The log categories are listed below: Log Category Explanation FPMXLClient.AnalyzerOne Default for the entry point of the product FPMXLClient.AnalyzerOne.Automation "Regular" EPMAddIn automation operations FPMXLClient.AnalyzerOne.EPMExcelClientDMAutomation DataManager EPMAddIn automation operations FPMXLClient.AnalyzerOne.EPMExcelClientUIMacro EPMAddIn automation operations displaying a UI FPMXLClient.AnalyzerOne.EVFunctions EPMAddIn Excel function operations FPMXLClient.AnalyzerOne.ExcelEvents Excel event handling operations FPMXLClient.AutoUpdate EPMAddIn AutoUpdate operations FPMXLClient.BOEIntegration BOE communication operations FPMXLClient.Books BPC Publication operations FPMXLClient.BPCProxy Communication with BPC MS/NW default category FPMXLClient.BPCProxy.Datamanager Communication with BPC MS/NW Datamanager operations FPMXLClient.BPCProxy.Dataservice Communication with BPC MS/NW Dataservice operations FPMXLClient.BPCProxy.Drillthrough Communication with BPC MS/NW Drillthrough operations FPMXLClient.BPCProxy.DynamicHierarchy Communication with BPC MS/NW Dynamic hierarchy operations FPMXLClient.BPCProxy.Filters Communication with BPC MS/NW Filter operations FPMXLClient.BPCProxy.Metadata Communication with BPC MS/NW Metadata operations FPMXLClient.BPCProxy.Session Communication with BPC MS/NW Session operations EPM Add-in for Microsoft Office Installation Guide EPM Add-in for Microsoft Office Technical Log Configuration CUSTOMER 97 Log Category FPMXLClient.BPCProxy.User FPMXLClient.BPCProxy.Workstatus FPMXLClient.BPF FPMXLClient.Connection FPMXLClient.Connection.ADONET_ODBOConnection FPMXLClient.Connection.BPC10Connection FPMXLClient.Connection.ODBOConnection FPMXLClient.Connection.XMLAConnection FPMXLClient.Datamanagement FPMXLClient.DataManager FPMXLClient.DataManager.TransformationFile FPMXLClient.DynamicCharts.ChartObject FPMXLClient.EVDRE FPMXLClient.EVDRE.Formatting FPMXLClient.EVDRE.Suppress FPMXLClient.FilesManagement FPMXLClient.Flash FPMXLClient.Logon FPMXLClient.Migration FPMXLClient.Persistence FPMXLClient.Persistence.MetaDataPersistenceManager FPMXLClient.ReportManagement FPMXLClient.REST FPMXLClient.Ribbon FPMXLClient.UILayer Explanation Communication with BPC MS/NW User operations Communication with BPC MS/NW Workstatus operations BPF related operations Connection mecanism common operations Connection mecanism ADO.NET specific operations Connection mecanism BPC10 operations Connection mecanism ODBO operations Connection mecanism XMLA operations Document data handling operations BPC DataManager operations BPC DataManager Transformation/Conversion files operations Charts related operations EVDRE default category EVDRE formatting related operations EVDRE suppress related operations Document / File management operations Flash related operations Logon related operations Migration default category Preference default category Cache related operation Report management related operation default category REST connection related operations Uses EPM Add-In Office Ribbon related operation UI default category 98 CUSTOMER EPM Add-in for Microsoft Office Installation Guide EPM Add-in for Microsoft Office Technical Log Configuration Log Category FPMXLClient.UILayer.DataManager Performance Explanation UI DM related operations Performance default category EPM Add-in for Microsoft Office Installation Guide EPM Add-in for Microsoft Office Technical Log Configuration CUSTOMER 99 9 EPM Add-in Report Size Limitations The following Report Size Limitations apply to the EPM Add-in: The maximum memory that can be allocated to the Microsoft Excel 32-bit application is 1.2 GB. This means that : The EPM Add-in report size is limited to 200,000 rows and two million cells Each data source is limited to 2 million members: this amount of 2 million = sum (for each dimension, number of dimension members * number of hierarchies). Note Both limits above do not apply for Microsoft Excel 64-bit application. The maximum memory that can be allocated to the Microsoft Excel application is 1.2 GB. This means that the EPM Add-in report size is limited to: 200,000 rows and two million cells, For 32-bit operating systems, 2 million members for each data source: this amount of 2 million = sum (for each dimension, number of dimension members * number of hierarchies). When importing data with the Data Manager, you cannot import more than 30,000 members at the same time. The maximum size of a file you can upload or download for the Data Manager is 800 MB. Beyond this size limit, we suggest that you upload or download files directly on the Planning and Consolidation server, that is without using the EPM add-in. An amount coming from BPC NetWeaver can have a maximum of 13 digits before the comma and seven digits after. You cannot have more than 20 EPM Add-in reports in a single Excel sheet. Cell-based formula parameters cannot exceed 255 characters (this is a Microsoft Excel limitation). In the Insert Member dialog box, the option at Selected Cell is not supported in a report axis containing more than 150000 rows. Performing a multi-selection when the Page-axis option is enabled increases the refresh time of the EPM Add-in, especially for large reports (since this calculation is performed on the client side and not on the server side.) Regarding asymmetric reports: The number of dimension members in an axis before applying a remove empty or zero values option cannot exceed 150,000 rows or columns. When the Force Symmetric Refresh for Large Asymmetric Axis option is enabled, the number of members in each nested dimension in a report axis, when multiplied by themselves and before applying the remove empty or zero values option, cannot exceed 9,223,372,036,854,775,807. If the excluded members feature is used in this report axis, the Force Symmetric Refresh for Large Asymmetric Axis option cannot be used and the limit of 150,000 rows or columns is applied. 100 CUSTOMER EPM Add-in for Microsoft Office Installation Guide EPM Add-in Report Size Limitations 10 General Limitations Cell Functions The following cell functions have to be used for ad hoc data. They must not be used instead of, or as, an EPM report. If a performance issue occurs when using the cell functions, please design an EPM report instead: EPMRetrieveData EPMScaleData EPMSaveData EPMSaveDataOnly EVGET EVGTS EVSND Calculation To ensure calculation accuracy in the EPM add-in, please do not use the Microsoft Excel "manual calculation" feature. If you use manual calculation, we cannot guarantee the data integrity. Microsoft Excel, Word and PowerPoint Embedded Mode The EPM add-in does not support Microsoft Excel, Word and PowerPoint in embedded mode. EPM Add-in for Microsoft Office Installation Guide General Limitations CUSTOMER 101 11 Disabling EPM Add-in for Faster Microsoft Office Applications Load Time Context You can disable the EPM Add-in for Microsoft Office so that the Microsoft Office applications Excel, Word or PowerPoint open faster. This procedure contains two main steps: Create a .bat file to remove two registry keys that are created by default by the setup. Use the UnloadEPMAddin.reg or the LoadEPMAddin.reg files, depending on whether you want to disable or enable the EPM Add-in. Below is the detailed procedure: Procedure 1. Close all Microsoft Office applications that might be open: Microsoft Excel, Word PowerPoint and Outlook. 2. Create and execute the following .bat file: echo off REM All Users set var= for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Microsoft\Office\Excel \AddIns\FPMXLClient.Connect" /v Description') do set var=%%i if not "%var%"=="" REG DELETE HKLM\SOFTWARE\Microsoft\Office\Excel\AddIns \FPMXLClient.Connect /f set var= for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Microsoft\Office\Word \AddIns\FPMXLClient.Connect" /v Description') do set var=%%i if not "%var%"=="" REG DELETE HKLM\SOFTWARE\Microsoft\Office\Word\AddIns \FPMXLClient.Connect /f set var= for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Microsoft\Office \PowerPoint\AddIns\FPMXLClient.Connect" /v Description') do set var=%%i if not "%var%"=="" REG DELETE HKLM\SOFTWARE\Microsoft\Office\PowerPoint\AddIns \FPMXLClient.Connect /f set var= for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Wow6432Node\Microsoft \Office\Excel\AddIns\FPMXLClient.Connect" /v Description') do set var=%%i if not "%var%"=="" REG DELETE HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\Excel \AddIns\FPMXLClient.Connect /f set var= for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Wow6432Node\Microsoft \Office\Word\AddIns\FPMXLClient.Connect" /v Description') do set var=%%i if not "%var%"=="" REG DELETE HKLM\SOFTWARE\Wow6432Node\Microsoft\Office\Word \AddIns\FPMXLClient.Connect /f set var= for /F "tokens=3" %%i in ('REG QUERY "HKLM\SOFTWARE\Wow6432Node\Microsoft \Office\PowerPoint\AddIns\FPMXLClient.Connect" /v Description') do set var=%%i if not "%var%"=="" REG DELETE HKLM\SOFTWARE\Wow6432Node\Microsoft\Office \PowerPoint\AddIns\FPMXLClient.Connect /f 102 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Disabling EPM Add-in for Faster Microsoft Office Applications Load Time Note These keys allow you to execute the EPM Add-in for Microsoft Office for all users on this machine. Once the keys are deleted, the EPM Add-in can no longer be executed on this machine. 3. To enable the EPM Add-in, execute the LoadEPMAddin.reg file. The EPM tab in the Excel, Word or PowerPoint application becomes available for the current user only. 4. To disable the EPM Add-in, execute the UnLoadEPMAddin.reg file. This file is located in the EPM Add-in installation directory. For example, in C:\Program Files (x86)\SAP BusinessObjects\EPM Add-In. The EPM tab is no longer available for the current user only in the Microsoft Excel, Word or PowerPoint ribbon. EPM Add-in for Microsoft Office Installation Guide Disabling EPM Add-in for Faster Microsoft Office Applications Load Time CUSTOMER 103 12 Connecting to Untrusted Servers For test or debug purposes, the administrator can specify that a client machine can access any server, even the ones that are defined in the untrusted zone. To enable a client machine to access any server, use the key "TrustUntrustedServerCertificates" located in the file FPMXLClient.dll.config and set it to "true". By default, the key is set to "false", meaning that the client machine can only access the servers that are defined in the trusted zone. This applies to all types of connection that include "https" in the server address. 104 CUSTOMER EPM Add-in for Microsoft Office Installation Guide Connecting to Untrusted Servers 13 Troubleshooting EPM Add-in fails to uninstall If your computer software security policy does not allow you to remove programs from the Microsoft Windows Control Panel, you cannot uninstall the EPM add-in using the Control Panel. The following message is displayed when trying to uninstall the EPM add-in: "The system administrator has set policies to prevent this installation". In order to uninstall the EPM add-in, the system administrator must set the computer software security policy accordingly. Otherwise, you must do the following: 1. Run a windows command using "Run as administrator". 2. Enter the following command line: msiexec.exe /x {2C342070-8569-41F7-9DB4-6FF7D63AACA2} EPM Add-in for Microsoft Office Installation Guide Troubleshooting CUSTOMER 105 Important Disclaimers and Legal Information Hyperlinks Some links are classified by an icon and/or a mouseover text. These links provide additional information. About the icons: Links with the icon : You are entering a Web site that is not hosted by SAP. By using such links, you agree (unless expressly stated otherwise in your agreements with SAP) to this: The content of the linked-to site is not SAP documentation. You may not infer any product claims against SAP based on this information. SAP does not agree or disagree with the content on the linked-to site, nor does SAP warrant the availability and correctness. 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