Customizing BusinessObjects Enterprise XI 3.0
filed in Administration and Security on Aug.06, 2008
I’ve had the privilege of working with a client that is currently using Crystal Reports and Crystal Enterprise 10 but wants executive dashboards. Because of the desired feature set, the client has adopted BusinessObjects Enterprise XI 3.0, Xcelsius 2008, and Query as a Web Service (QaaWS). This will also be my first experience with Business Objects on 64-bit Windows, so I’m excited.
I’m doing a bit of minor customization. I’m pleased to report that although the file locations have changed, many of the tricks in XI Release 2 still apply.
Changing the Default Logo
I discovered the secret location by clearing the “Display Business Objects logo” box in the CMC’s InfoView Properties, then checking the radio button for “Display custom logo”. By leaving the default value of “logo.jpg”, I was able to log into InfoView and display the properties of the broken image link. The default image still goes in the schema.blue folder like XI R2, but the path is now C:\Program Files\Business Objects\Tomcat55\webapps\InfoViewApp\res\schema.blue.
Customizing the InfoView Login Page
The procedure for customizing the InfoView Login page is also very similar to XI Release 2, other than the web.xml file now lives at C:\Program Files\Business Objects\Tomcat55\webapps\InfoViewApp\WEB-INF\web.xml. As before, you’ll want to restart Apache Tomcat to see your changes in effect. Curiously, Business Objects XI 3.0 hides the CMS/cluster name and authentication type out-of-the box (frequent customization requests).
For example, the app.name parameter controls some text on the login screen as well as the HTML TITLE tag throughout the user’s session. The TITLE tag trick is pretty cool, as the text that you choose will always be what users see when their browser window is minimized. So you may want to change the value from InfoView to CompanyName InfoView. And the app.name.greeting, which by default is BusinessObjects, can be modified so users are greeted by Welcome to Our BI Portal instead of Welcome to BusinessObjects.
Changing the Default Web Intelligence Paper Size
When Business Objects Enterprise is initially installed, the default page size is European A4, not the American standard Letter. In XI R2, this situation is easily corrected by modifying the defaultconfig.xml file. The Java and .NET versions of Web Intelligence each have their own defaultconfig.xml file.
NOTE: Existing reports will still have the page size set when the document was saved; however, this modification will change the default setting for all new documents.
If you are using the included Tomcat web application server, the defaultconfig.xml file for XI R2 is located at C:\Program Files\Business Objects\Tomcat\webapps\businessobjects\enterprise115\desktoplaunch\webiApplet\AppletConfig\. The defaultconfig.xml file for Business Objects Enterprise XI 3.0/XI 3.1 is located in a slightly different location at C:\Program Files\Business Objects\Tomcat55\webapps\AnalyticalReporting\webiApplet\AppletConfig.
Conclusion
That’s all I have for now. There’s no customer requirement to customize the style sheet, and the client hasn’t used their new environment long enough to want any features disabled (discussions, information on demand) by tweaking additional XML files. But stay tuned…
It’s nice to know that it’s still possible to tailor the InfoView user experience. However, the drawback to the current approach is that you’re always in danger of a service pack or fix pack overwriting these files. Perhaps a future release will add common customizations as parameters that can be controlled via the InfoView application configuration in the CMC.
Do you have a favorite customization for XI 3.0? Feel free to post a comment to this post.
August 7th, 2008 on 1:47 AM
Nice post. I’ve hardly ever done any customisation of the Java portal, only the .NET one.
I once tried to change the default search from Content to Title, and InfoView stopped working altogether.
Not too fun! :)
- Josh
August 12th, 2008 on 1:59 AM
Well, I retract my previous comment as I’m now customising XI 3.0 Edge for a client.
Just wondering if you’ve had these issues too:
- CAL licensing being taken up by multiple Administrator and QaaWSServicePrincipal users
- No option for ‘Always log off InfoView’ in Preferences
- Josh
August 12th, 2008 on 2:03 PM
Josh, regarding Administrator and QaaWSServicePrincipal on Edge Series, the best option is probably to purchase a few named user licenses.
I didn’t notice the “Always log off” was missing until you pointed it out. I wonder what the rationale is.
August 22nd, 2008 on 5:12 PM
Nice write up. I am curious if there is way to change the “My Favorites” folder back to the user name of the person it belongs to. Our users have always used their personal folder as their private work space. “My Favorites” doesn’t quite sync with them
August 27th, 2008 on 4:49 PM
I’m currently doing a migration for a client of mine and, them being in the fashion industry, their corporate identity is really important to them. Hence I’ve been customizing InfoView quite extensively for them. Not so much fun with cross browser incompatibilities and all that jazz. I am actually hoping that Business Objects will make customizing somewhat easier in future versions, because it is somewhat of nightmare to do so – iframes and what have you not – if you’re looking to go further than the basics.
January 8th, 2009 on 12:27 AM
So can you change the style sheets for InfoView in XI 3.1?
If a client wanted to brand the InfoView portal to mathc thier corporate identity – colors, logo’s etc.
February 23rd, 2009 on 12:20 PM
Hi,
You have others configs for TOMCAT
CSS : Webapps\Infoview\res\schema.blue\default.css
Web.XML : Timeout for session (20 minutes)
In Webi
Fonts (exemple : Windings for the arrows or smileys)in the Bo folder install (BO12\win32x86\fonts\fontalias.xml)
Logo enterprise in Webi :
BO12\Images + defaultconfig.xml (webi)
Fredy
March 2nd, 2009 on 8:17 PM
What stylesheet is implemented for the document listing? For example, if I want to change each report name to bold in the document list, what section would I need to modify in Webapps\Infoview\res\schema.blue\default.css or is this from another stylesheet?
Thanks.
March 3rd, 2009 on 11:45 AM
Hi, you’ll want to post technical questions such as your stylesheet query to the Business Objects Board, http://www.forumtopics.com/busobj/
August 24th, 2009 on 9:46 AM
Hi,
Has anyone tried to redirect users to another webpage when they log off?
Thanks,
Kristi
February 24th, 2010 on 1:23 AM
Hi,
The Customization piece was really helpful to me. This is the best article I could find that addresses it. Thanks for your help. I was stuck here is there anyway we can change the text that appears before InfoView from say Log on to InfoView to just say my company name and not the text Log on to before it.
Regards
Saam
March 1st, 2010 on 12:40 AM
[...] in Administration and Security on Mar.01, 2010 In a previous post, I explained how to perform some basic customizations of InfoView and Web Intelligence for [...]