Summary


This article describes the process for creating a Platform.


What Is A Platform?


A Platform represents the connection between the InfoBurst Platform and various Business Intelligence reporting platforms like SAP BusinessObjects and delivery destinations like SharePoint. Platform Configurations is located under Settings.


SAP BusinessObjects


Supported Versions


The current build supports the following BusienssObjects versions:

  • BI 4.2 (SP02 - SP05)
  • BI 4.1 (SP01 - SP10)
  • BI 4.0 (SP1 - SP9)
  • XI 3.1 (SP1 - SP7)

Add a Platform
  • Select New
  • Name: Enter a descriptive name
  • Version: Select a BusinessObjects version
  • CMS Name: Enter a CMS name
    • Use https://<CMS> where SSL is enabled for BusinessObjects/WACS
  • Select Add
  • Select the double key icon to set the Platform Logon (see Provider Logons) for requesting user
  • Select the page/lock icon to grant platform access (see below) by user group

Optional Settings

Connection
  • PassThru: Pass InfoBurst user credentials or InfoBurst user NTUser property for BusinessObjects authentication
  • Default Auth: Default BusinessObjects authentication type for users (default = Platform/Enterprise)
  • Connection Type: Default BusinessObjects connection type (default = Web Service)
  • Request Timeout: Idle timeout (minutes) for long-running platform requests
    • Tip: Adjust to match the refresh time of your longest running document
  • Temp Folder (XI 3.1 only): When an XI document is processed on behalf of InfoBurst using Server On Demand a temporary copy of the document is created for the job. By default, the temporary object is created in the XI folder where the document resides. The temporary object is removed when the job is complete. To specify a folder other than the parent to generate temporary objects, enter the XI folder path. Leave the field blank for default.

Application Server
  • Server: Enter the name of the XI 3.1 BusinessObjects web server (Tomcat) where the web server does not reside on the CMS server
    • Add HTTPS before the CMS Name if Tomcat uses SSL
    • Example: https://cms1
  • Port: Web server port

InfoView Server (XI 3.1 only)

Configure the InfoView address to be used when sending email notification of content delivery to XI Server (hyperlink to document). Used when the user-facing address (DNS) is different from CMS name.
  • Type: Select web server type
  • URL: Enter InfoView URL

Miscellaneous
  • Generate Report Icons: Enable document preview icons for any document from the platform
  • Support XI Categories: Determines whether categories are rendered for an XI Server delivery. Option should remain unchecked if categories are not used in BusinessObjects. Not supported in build 231 and later.
  • Synchronize Document Names: Keep document names in-sync with document names in BusinessObjects. Enabling this option disables ability to rename synced document objects.

SQL Server Reporting Services

Supported Versions

2005-2016

Add a Platform 

  • Select New
  • Name: Enter a descriptive name
  • Version: Select a SSRS version
  • SSRS URL: Enter SSRS address
    • URL available in Reporting Services Configuration Manager under Web Service URL > Report Server Web Service URL
  • Default Auth: Not configurable
  • Connection Type: Not configurable
  • Request Timeout: Idle timeout (minutes) for long-running platform requests
    • Tip: Adjust to match the refresh time of your longest running document
  • Select Add
  • Select the double key icon to set the Platform Logon (see Provider Logons) for requesting user
  • Select the page/lock icon to grant platform access (see below) by user group

SharePoint

Supported Versions


2007-2016


Add a Platform 

  • Select New
  • Name: Enter a descriptive name
  • Version: Select a SharePoint version
  • SP URL: Enter SharePoint site address
  • Use Forms Authentication: Select this option if SharePoint requires forms authentication
  • Use NTLMv2: Select this option if SharePoint requires NTLMv2 authentication
  • Default Auth: Not configurable
  • Connection Type: Not configurable
  • Request Timeout: Idle timeout (minutes) for long-running platform requests
  • Is Hosted by Office 365: Select this option when using SharePoint Online and SharePoint URL does not contain sharepoint.com
  • Single Sign-On: Select this option when SharePoint Online uses SSO
  • Connecting through a proxy: Select this option when use of a proxy is required for SharePoint connectivity
  • Select Add
  • Select the double key icon to set the Platform Logon (see Provider Logons) for requesting user
  • Select the page/lock icon to grant platform access (see below) by user group

Recommendations

A SharePoint platform must be configured for a specific SharePoint sub-site.

Example:

Do not attempt to create a platform for the SharePoint root as root access is highly restricted.

Access

The SharePoint user account used for the SharePoint Platform must have Designer access or better to permit listing of and delivery to sub-site libraries.


Tableau Server

Supported Versions


Tableau Server 10.3 - 2018.1


Add a Platform 

  • Select New
  • Name: Enter a descriptive name
  • Version: Select a Tableau Server version
  • URL: Enter Tableau server address
  • Site: Enter a site name
  • Select Add
  • Select the double key icon to set the Platform Logon (see Provider Logons) for requesting user
  • Select the page/lock icon to grant platform access (see below) by user group

Access

A Tableau user from have "Site Administrator" access to catalog a file from Tableau Server.


Platform Access


Select the page/lock icon to grant platform access by user group.


Grant Access

  • Select a group in the Can't Use column
  • Select the plus icon to add group to the Use column


By default, the Everyone group is granted access to every platform. This group must be removed from the Use column to restrict access to the platform.


See Also


Platform Management