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How to Integrate CA APM and CA Business Intelligence

Important! You must install CA Business Intelligence before you install CA APM.

CA APM supplies the required data to get started with BusinessObjects Enterprise reports. After you install BusinessObjects Enterprise and CA APM, you perform required setup tasks before using reports. To integrate CA APM with BusinessObjects Enterprise, complete the following steps:

1. Become familiar with BusinessObjects Enterprise, including the documentation, so that you can administer and use the product. You must be able to perform at least the following functions:
   • Install CA Business Intelligence, which installs BusinessObjects Enterprise.
   • Use predefined reports in BusinessObjects Enterprise.
2. Install CA Business Intelligence BusinessObjects Enterprise and make a note of the following login credentials and connection information, which you will be asked to enter during the CA APM installation:
   • BusinessObjects Enterprise administrator ID
   • BusinessObjects Enterprise administrator password
   • BusinessObjects Enterprise Central Management Server (CMS) port. The CMS maintains a database of information about your BusinessObjects that you use with CA Business Intelligence. The default CMS port is 6400.
3. If you are using Oracle as the CA MDB, define an Oracle Net Service Name (NSN) on the server where CA Business Intelligence is installed. Make a note of the NSN, which you will be asked to enter during the CA APM installation.
4. Verify that BusinessObjects Enterprise is installed by starting BusinessObjects Enterprise.
5. Install CA APM. The CA APM installation installs and configures the BIAR file for both the Oracle and the SQL Server databases. The BIAR file includes the CA Business Intelligence universe, predefined reports, and the CA APM default administrative user (uapmadmin).

   Note: When you install CA APM, you enter the BusinessObjects Enterprise login credentials, BusinessObjects Enterprise CMS port, and the Oracle NSN that you recorded. If .NET Framework is not installed on the CA Business Intelligence server, enter 6400 when prompted for the CMS port.

6. Become familiar with and use the predefined reports. For more information about the predefined CA APM reports, see the User Guide.
7. Follow these best practices when maintaining and using BusinessObjects Enterprise:
   • Install and maintain one universe for each CA product.
   • Do not modify the default universe. Instead, copy the universe and modify the copy. Otherwise, any custom changes you make may not be retained when you apply service packs, patches, and other updates.
   • Back up your changes before you apply service packs, patches, and other updates to your custom universe.
   • If reports do not work correctly, verify that the CMS is operating.
   • Do not overwrite predefined reports.
   • Always use a predefined report as a base to build a custom report, which helps maintain consistent formatting in all reports.
   • Remember that administrators can modify all the reports and create new reports based on the existing universe. However, administrators cannot add any reports to the existing CA APM folder.
   • Administrators and end users should not change predefined reports because any changes to those reports are applied to all other users using the same CA Business Intelligence instance. Instead, create custom folders, copy the reports to the custom folders, rename and customize the reports.
   • Both administrators and users must add new reports that they create to their custom folders.