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SIEBEL ANALYTICS WEB
ADMINISTRATION GUIDE
VERSION 7.5, REV. B
12-F26S9L
MARCH 2003Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404
Copyright 2003 Siebel Systems, Inc. ©
All rights reserved.
Printed in the United States of America
No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including
but not limited to photocopy, photographic, magnetic, or other record, without the prior agreement and written
permission of Siebel Systems, Inc.
Siebel, the Siebel logo, TrickleSync, TSQ, Universal Agent, and other Siebel product names referenced herein
are trademarks of Siebel Systems, Inc., and may be registered in certain jurisdictions.
Other product names, designations, logos, and symbols may be trademarks or registered trademarks of their
respective owners.
U.S. GOVERNMENT RESTRICTED RIGHTS. Programs, Ancillary Programs and Documentation, delivered
subject to the Department of Defense Federal Acquisition Regulation Supplement, are “commercial computer
software” as set forth in DFARS 227.7202, Commercial Computer Software and Commercial Computer Software
Documentation, and as such, any use, duplication and disclosure of the Programs, Ancillary Programs and
Documentation shall be subject to the restrictions contained in the applicable Siebel license agreement. All
other use, duplication and disclosure of the Programs, Ancillary Programs and Documentation by the U.S.
Government shall be subject to the applicable Siebel license agreement and the restrictions contained in
subsection (c) of FAR 52.227-19, Commercial Computer Software - Restricted Rights (June 1987), or
FAR 52.227-14, Rights in Data—General, including Alternate III (June 1987), as applicable. Contractor/licensor
is Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404.
Proprietary Information
Siebel Systems, Inc. considers information included in this documentation and
in Siebel eBusiness Applications Online Help to be Confidential Information.
Your access to and use of this Confidential Information are subject to the terms
and conditions of: (1) the applicable Siebel Systems software license
agreement, which has been executed and with which you agree to comply; and
(2) the proprietary and restricted rights notices included in this documentation.Contents
Introduction
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Chapter 1. Administering Siebel Analytics Web
About Working in the Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Changing the Siebel Analytics Web ODBC DSN . . . . . . . . . . . . . . . . . . . 19
Managing the Charting Settings for Siebel Analytics Web . . . . . . . . . . . . 19
Setting the Configuration File Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Disabling the Feature to Remember Users’ Names and Passwords . . . . . . 21
Setting the Time to Expire for Client Connections . . . . . . . . . . . . . . . . . 22
Administering Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Setting the Time to Keep an Unsaved Request . . . . . . . . . . . . . . . . . . . . 27
Setting the Time to Cancel an Unattended Request . . . . . . . . . . . . . . . . 27
Setting the Time to Log Users Off Automatically . . . . . . . . . . . . . . . . . . 28
Managing the Query Cache Settings for Siebel Analytics Web . . . . . . . . . 28
Settings for the Chart Image Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Configuring the Cookie Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Managing URL Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Chapter 2. Administering Siebel Answers
Configuring Pivot Table Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Configuring the Maximum Number of Rows in Table View . . . . . . . . . . . 39
Changing the Default Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Version 7.5, Rev. B Siebel Analytics Web Administration Guide 3Contents
Chapter 3. Administering Siebel Delivers
iBots and AntiVirus Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Disabling Siebel Delivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Changing the Directory in Which iBot Deliveries Are Stored . . . . . . . . . . 46
Chapter 4. Administering Siebel Intelligence Dashboards
Creating and Deleting Shared Dashboards . . . . . . . . . . . . . . . . . . . . . . 48
Changing Dashboard Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Creating Action Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Integrating Siebel Answers Into Other Portals or Intranets . . . . . . . . . . . 54
Chapter 5. Administering the Siebel Analytics Web Catalog
Changing the Name and Location of the Siebel Analytics Web Catalog . . 58
About Automatic Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Setting the Number of Automatic Backups of the Web Catalog . . . . . . . . .61
Setting the Number of Minutes Between Backups of the Web Catalog . . . .61
Creating a New Web Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Recovering From a Failure to Load the Web Catalog . . . . . . . . . . . . . . . 63
Moving a Web Catalog to Another System . . . . . . . . . . . . . . . . . . . . . . 64
Migrating Changes to Requests and Filters . . . . . . . . . . . . . . . . . . . . . . 66
About Analytics Catalog Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Opening Analytics Catalog Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
About the Analytics Catalog Manager Workspace . . . . . . . . . . . . . . . . . 69
Working With Catalog Manager Properties . . . . . . . . . . . . . . . . . . . . . . .71
Copying and Pasting Content Between Web Catalogs . . . . . . . . . . . . . . . 74
Updating the Web Catalog to a Newer Version . . . . . . . . . . . . . . . . . . . 75
Localizing Web Catalog Text Strings . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Recommendations For Working with the Web Catalog . . . . . . . . . . . . . . 80
4 Siebel Analytics Web Administration Guide Version 7.5, Rev. BContents
Viewing Information About Dashboard Reports . . . . . . . . . . . . . . . . . . . 81
Administering Catalog Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Chapter 6. Analytics Web Security
Overview of Siebel Analytics Web Security . . . . . . . . . . . . . . . . . . . . . . 88
About Web Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Web Group Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Administering Web Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Web Groups and Session Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Inheritance of Permissions and Privileges . . . . . . . . . . . . . . . . . . . . . . .101
About Setting Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Setting Permissions Through the Administration Page . . . . . . . . . . . . . .106
Setting Permissions Through the Catalog . . . . . . . . . . . . . . . . . . . . . . .109
About Setting Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112
Setting Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
Default Privilege Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115
Guidelines for Setting Up Security in the Web Catalog and Dashboards . .118
Chapter 7. Customizing the User Interface
Modifying UI Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Customizing Non-Dashboard Components . . . . . . . . . . . . . . . . . . . . . .131
Customizing the User Interface Using XML Message Files . . . . . . . . . . . .131
Frequently Customized User Interface Messages . . . . . . . . . . . . . . . . . 138
Customizing the Appearance of the Logon Pages . . . . . . . . . . . . . . . . . 140
Chapter 8. Siebel Analytics Integration API
Go and Dashboard URLs for Siebel Analytics Integration . . . . . . . . . . . 142
Version 7.5, Rev. B Siebel Analytics Web Administration Guide 5Contents
Using the Go URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142
Using the Dashboard URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146
Using the Go Command To Issue SQL and Pass Filters . . . . . . . . . . . . . .148
Chapter 9. Siebel Analytics Third-Party SQL Tool Integration
Example
Example of a Siebel Analytics Third-Party SQL Tool Integration . . . . . . .154
Index
6 Siebel Analytics Web Administration Guide Version 7.5, Rev. BIntroduction
This guide will help you to configure and administer the Siebel Analytics Web
components of Siebel Analytics Stand-Alone and Siebel Analytics applications.
Read this chapter to decide whether this guide is appropriate fo