How-To: Creating a Universe with the BO XI 4.

0 Information
Design Tool
The following describes the steps to create a universe with SAP BusinessObjects XI
4.0s new Information Design Tool.

We would like to start with a graphic displaying a systematic method to create

universes in the new tool.

Figure 1: Universe Creation Flowchart for the

Information Design Tool

There are a few new terms that may jump out as you are reading this, but in case
you have not noticed them, lets take a minute to list those terms out:

Connection define how a universe connects to a relational or OLAP

database. Local connections are stored as .CNX files, and secure connections
are stored as .CNS files.

Data Foundation a schema that defines the relevant tables and joins from
one or more relational databases. The designer enhances the data foundation

with contexts, prompts, calculated columns, and other SQL definitions. The data
foundation becomes the basis of one or more business layers.

Business Layer the universe under construction, and when the business
layer is complete, it is compiled with the connections or connection shortcuts and
data foundation, published, and deployed as a universe.

Universe the compiled file that includes all resources used in the definition
of the metadata objects built in the design of the business layer.

Each of the items above refers to a resource that can be stored in a Project when
developing in the Information Design Tool. A project is a named local workspace that
contains one or more resources used to build universes. Projects can be shared so
that multiple designers are able to work on the same resources.
Step 1: Open the Information Design Tool. The new interface screen will be displayed.
NOTE All created resources will be labeled as TestProject[resourceType], i.e.
TestProjectConn for Test Project Connection.

Figure 2: New Interface Screen

Step 2: Create a new Project by clicking on File->New->Project.

Figure 3: Create Project Option

A local project must exist to assign resources; otherwise an error message will be
given.

Figure 4: Sample Error if no local project exists

Figure 5: New Local Project Created

Step 3: Create a new Connection. Right-click on the project you just created, or use
File->New and choose the Relational Connection or OLAP Connection.
For the purpose of this entry, we will be creating a Relational Connection.

Figure 6: Choose a Connection

Figure 7: Define a name for Connection

Step 4: Select the proper Database Middleware driver and configure the connection.
The tool comes equipped with several DB driver connections with a default
installation.
Note You must have proper privilege to the schema you are accessing. Also, an
ODBC or OLE DB connection must already be established to function properly.

Figure 8: Choose the Middleware Driver

Figure 9: Connection Configuration 1

Figure 10: Connection Configuration 2

Figure 11: Connection Configuration 3

Figure 12: New Local Connection Created

A new connection should now be present and expanded in the project. This
connection remains local to the project. Connections to be used in published
universes will need to be published to the repository and saved as secure
connections.
Step 5: Publish the connection to the repository as a secure connection. Right-click
on the new local connection, or highlight the connection and choose the File>Publish->Publish Connection to a Repository option.

Figure 13: Publish the Connection to a Repository

Figure 14: Secure Connection Shortcut Established

Step 6: Create a new Data Foundation and configure the Data Foundation. Right-click
on the project you created, or use the File->New->Data Foundation option.

Figure 15: Data Foundation Configuration 1

Note there are two types of data foundations: Single-Source and MultisourceEnabled.
Single-Source
Support a single connection.

The connection can be local or secured, which means you can publish

universes based on the data foundation either locally or to a repository.

Recommended for the following situations: you want to work exclusively with

database-specific SQL syntax, or you want to publish the universe locally and
work outside of a repository.

Multisource-Enabled
Support one or more connections.

You can add connections when you create the data foundation and anytime
later.

Multisource-enabled data foundations only support secured connections, and

universes based on this type of data foundation can only be published to a
repository.

Required for the following situations: you want to insert tables and joins from
more than one relational data source, you want to insert tables and joins from
more than one relational data source, or you want to use SQL-92 syntax and SAP
BusinessObjects SQL functions.

Figure 16: Data Foundation Configuration 2

Step 7: Select the Connection to associate to the Data Foundation.

Figure 17: Data Foundation Configuration 3

Figure 18: Data Foundation Created

Step 8: Choose the Tables to Insert. You also have an option to insert Derived Tables
and Views as well.
Note Joins to objects in the Data Foundation can either be detected or manually
inserted.

Figure 19: Insert Tables for Data Foundation 1

Figure 20: Insert Tables for Data Foundation 2

Figure 21: Data Foundation Created

Step 9: Create a Business Layer. Right-click on the project you created, or use the
File->New and choose the Relational Business Layer or OLAP Business Layer. The
type of business layer depends upon the connection that you used for the Data
Foundation.

Figure 22: Business Layer Configuration 1

Step 10: Select the Data Foundation that you would like to use as the basis for the
business layer. The tool also provides the option to automatically create classes and
objects based on the Data Foundation Layer.

Figure 23: Business Layer Configuration 2

Figure 24: Business Layer Created

Step 11: Publish the Universe to the Repository. Right-click the Business Layer and
choose the Publish->To a Repository option. This will save the Universe as a .UNX
file.
Note Ensure the Connection for the corresponding Data Foundation is a Secure
Connection.

Figure 25: Publish Universe 1

Step 12: Execute a Universe Integrity Check and ensure critical errors are resolved.

Figure 26: Publish Universe 2

Step 13: Choose the Repository Folder to store the Universe.

Figure 27: Publish Universe 3

After clicking the Finish button, the Universe is successfully published and ready for
use by the users.

Figure 28: Universe Published

You can verify that the Universe is available by logging into Interactive Analysis and
creating a new document.

Figure 29: Universe Available for use in Interactive Analysis

This concludes the guide to create a Universe using the Information Design Tool. As
you can see, some new terminology has been added along with a different approach
to create an entire universe. We feel that the new layout and approach is tailored for
multiple information designers to work on specific resources. Even though no official
statement has been made by SAP BusinessObjects, we believe that the Information
Design Tool will become the eventual successor to the Universe Design Tool.