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SAP BUSINESSOBJECTS PLANNING AND CONSOLIDATION 10.

0, VERSION FOR MICROSOFT STARTER KIT FOR IFRS


Installation Guide

Copyright

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Contents of the Starter Kit

Contents
Chapter 1 Chapter 2 Contents of the Starter Kit ..................................................................................................... 4 Preparing to install the Starter Kit ........................................................................................ 5 Software Prerequisites .............................................................................................................. 5 SAP BusinessObjects Planning and Consolidation .......................................................... 5 EPM Add-in Excel Client ................................................................................................... 5 Microsoft Office ................................................................................................................. 5 SQL Server ....................................................................................................................... 5 Starter Kit Prerequisites ............................................................................................................ 5 Using the System Admin User .......................................................................................... 5 Chapter 3 Installing the Starter Kit ......................................................................................................... 6 Restoring the Starter Kit for IFRS ............................................................................................. 6 Restoration steps .............................................................................................................. 6 Connecting to the environment in BPC ............................................................................ 7 Granting access rights to the local administrator.............................................................. 8 Chapter 4 Appendix: Checking the Current Version of BPC ............................................................... 9

Contents of the Starter Kit

Contents of the Starter Kit


The starter kit is a comprehensive set of software configuration objects and samples of consolidated data shipped in an archive file of the type .ZIP. It is available in the SAP Support Portal.
http://www.service.sap.com/support

After navigating to the section Release and upgrade info / Installation and upgrade guides, select in the left navigation pane SAP BusinessObjects / SAP BusinesObjects Enterprise Performance Management (EPM)/ Planning and consolidation/ 10.0, version for the Microsoft platform. The starter kit can be downloaded with the related documentation:

This installation guide A simplified description of the software configuration which gives a brief overview of all categories of objects included in the starter kit. A full description of the design principles which were taken into account to fulfill the consolidation business requirements. A data entry guide explaining how to collect data from reporting units to be consolidated. An operating guide which specifies how to complete a consolidation cycle using the starter kit.

Preparing to install the Starter Kit

Preparing to install the Starter Kit


Software Prerequisites
SAP BusinessObjects Planning and Consolidation
The starter kit requires SAP Planning and Consolidation 10.0 Support Package 4 (10.0.4.0), version for the Microsoft platform, or any higher version to be restored and operated.

EPM Add-in Excel Client


The starter kit is shipped with Excel reports leveraging the SAP BusinessObjects EPM Excel add-in. The starter kit requires SBOP EPM Excel Client 10.0 with Support Package 7 and patch level 3 or any higher version to be restored and operated

Microsoft Office
Most of the reports use the latest specific Microsoft Excel 2007 features in terms of calculation formulas, themes for cell formats and conditional formatting. Therefore, only Microsoft Office 2007 (or higher) is compatible with the schedules and reports of the starter kit.

SQL Server
The database server must run SQL Server 2008 or higher service packs of this product supported by BPC. Prior to the installation of the Starter Kit, please check that the environment is properly working by connecting to the default environmentshell and process any dimension in the administration console with no error in the process log.

Starter Kit Prerequisites


Using the System Admin User
The SAP_IFRS environment is restored on the Microsoft system using the standard Planning and Consolidation Server Manager Software feature. Only the System Admin user is allowed to access the Server Manager. If a security message informs you that your user does not have Admin Privileges, please login in a new MS Windows session with the credentials of the initial BPC installation user. In order to unzip the SK_for_IFRS.zip file please check that an extraction tool supporting the .zip or the .rar file format is installed on the server. As per the restoration of any environment, please ensure that enough storage space is available on the server.

Installing the Starter Kit

Installing the Starter Kit


Restoring the Starter Kit for IFRS
1. Extract the content of the starter kit archive file to a folder located on the user machine. For example C:\Starter Kit.

2. Checking the extracted files The starter kit is an environment like the sample environmentshell. It contains the same package of three components: - The Database folder (SQL) - The Web folder (Webfolder) - The Files system folder (FileDB) Please check these three folders are correctly unzipped in the destination folder you selected. Do not unzip their subfolders that should remain as archived.

Restoration steps
1. In the Windows taskbar, click on Start/Programs/SAP BusinessObjects/Planning and Consolidation and select Planning and Consolidation Server Manager 2. Select Environment > Restore Environment 3. In the Step 1, for the environment folder field, browse to the SAP_IFRS folder that contains the three BPC folders (c:\SAP_IFRS in the example). The Server manager should automatically detect the WebFolder, the FileDB and the SQL Database files 4. Click on Next 5. In the Step 2, keep the local server as default and click Next 6. In the Step 3, keep the SQL data directory as default and click Next 7. Once the restore is completed, verify that no error occurred. 8. Depending on the installed Support Package version of BPC10, you might have to migrate this SAP_IFRS once it is restored.

Installing the Starter Kit

Connecting to the environment in BPC


1. In the Windows taskbar, click on Start/Programs/SAP BusinessObjects/Planning and Consolidation and select Planning and Consolidation Administration Client 2. When The Connection windows appears, click on the Connection Wizard icon 3. Click on Next until you have to select the Default environment 4. Select SAP_IFRS 5. Click on Next and then Finish 6. Click on Ok to launch the connection to SAP_IFRS

Saving models in the new environment


1. In the SAP_IFRS hierarchy in the left pane, select Model. 2. Select Modify from the Action pane with Reassign SQL Index and Process Model options ticked. 3. Repeat tasks 1 and 2 for all the models in the environment

Installing the Starter Kit

Granting access rights to the local administrator


By default, the System Admin User that has been used for the restoration has no read access to the models in the EPM Add-in as well as any other local user. In order to access the models of the Starter Kit for IFRS, please assign the System Admin User to the Team Admin.

1. From the SAP_IFRS hierarchy in the left pane, select Security 2. In the node Teams select the Admin Team 3. In the Action Pane on the right of the screen click on Modify Team 4. In the Team window, click on 2. Users on the top of the window 5. Select the System Admin user on the left pane and move it to the right pane 6. Click twice on Next and then Apply 7. Launch BPC for Excel from the Action Pane in the Launch menu 8. Test the access to SAP_IFRS models.

Appendix: Checking the Current Version of BPC

Appendix: Checking the Current

Version of BPC
1. In the In the Windows Taskbar, click on Start/Programs/SAP BusinessObjects/Planning and Consolidation and select Planning and Consolidation Administration Client 2. The following connection windows displays the current release version.