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Business Intelligence Launch Pad User Guide

1. In publications that contain multiple documents and objects each document can have its own recipient delivery rule The following options are available for processing and delivery e Ifadocument in a publication fails to meet its recipient delivery rule for a recipient the entire publication is not delivered for that recipient e Ifadocument in the publication fails to meet its recipient delivery rule for a recipient that document is not delivered but all other documents in the publication are delivered for that recipient Delivery rules are useful because they more efficiently process and distribute publications intended for many recipients For example a publisher at an insurance company creates a publication for its clients that contains the following objects An insurance bill personalized Crystal report A monthly statement personalized Crystal report A payment methods brochure PDF file In the insurance bill there is an Amount Due alert for values greater than zero The publisher creates an Amount Due recipient delivery rule for the insurance bill that publishes and distributes the insurance bill only when a client owes a payment The publisher also specifies that the entire publication should not publish when the insurance bill fails to meet the delivery rule he does not want clients to receive a monthly statement and a brochure when they do not owe a payment When the publication runs the publication is processed
2. SAP BusinessObjects Business Intelligence Platform Document Version 4 1 Support Package 5 2014 11 06 Table of Contents 27 2 2 2 3 2 4 25 2 6 2 7 3 1 3 2 3 3 41 42 43 44 45 46 4 7 5 1 5 2 Document history 0 A See EDE a eee Se eee kee 7 Getting started with the Bl launch pad 00 0 e eee eee 10 Whorshould use this documentationiwn at A Ba ee edita RA wy 10 Whatis the Blilauneh p del la Ree A ele neat eee a le 10 What s new in the Bl launch pad 2 ee ee 11 Licensing nera ir A A AA OS Reel A es a A A Sewn awa Pe A A 12 KEYCONCEPES 2 A A ee y A it 12 Key LaS Kcal in A di A ee agen ey edited thot ea hae 13 Logging onto thelB lauren pals tecsen at E AI A ye LBs IATA IA ae 13 Userinterfacei n iirc sere Get kf a a CE Scena a Aeris 15 FIGACSri Dail arta naaa cda a a a e a ea NOA la fdo 15 A ale am Finan esa ee eRe WEE a alae eet weve sa ete ee ene ee oe le gr me Bae wee 15 Docuimentsitabs 3 7335 de ed a da 16 33 TODA ties seek AAA A el A gt o a di 16 3 3 2 Navig atico panel a ia E AAA A 17 3 33 A A AA 17 3 3 4 Bist panela deca dt a a ties led 18 3 3 5 Details Panels ia asye RAR 18 Personal Preferentes sore sena eale a iD Rete eee Gale Bate 20 Setting general preferentes cu wk dates id a a aatete Eye da heed 20 Changing Our password nassar tig Ben ant DD A Gon ewe eden ache a ive win ee 21 Preferred viewing locales sa com a RE ee ea Oe ee a ee 21 4 3 1 Setting locale and time zone
3. Set Column Width e To define column widths relative to objects in a re port select Column width based on objects in the and select an option in the list Whole report Report Header Page Header Group Header Details Group Footer Page Footer or Report Footer e To define a constant width for all report columns select Constant column width in points and enter a number in the box Export object formatting Select this check box to preserve object formatting in a report Export images Select this check box to publish report images in Excel files Use worksheet functions for summaries Select this check box to use report summaries to cre ate worksheet functions for Excel files Maintain relative object position Select this check box to preserve the relative position of report objects Maintain column alignment Select this check box to preserve the column alignment from a report Export page header and page footer Select this check box to choose how frequently head ers and footers appear in Excel files and select an op tion in the list None Once Per Report or On Each Page Simplify page headers Select this check box to simplify page headers in a re port Show group outlines Select this check box to show group outlines from a re port Business Intelligence Launch Pad User Guide 130 O 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications M
4. Under BI workspaces in the Default style sheet to use when creating a new workspace list select a page format to apply to new Bl workspaces Under Backgrounds for style sheets in the Select a style sheet list select a style sheet to apply to new BI workspaces To select a background image select the Image check box click Change Image and locate and select the image Image files must be smaller than 2 MB Image formats can be JPG GIF or PNG To select a background color select the Color check box and enter the color information Repeat steps 3 to 6 for each style sheet that will be used to create new Bl workspaces Click Save amp Close Before you can edit a Bl workspace you must open the workspace on a tab in the Bl launch pad 28 Business Intelligence Launch Pad User Guide O 2014 SAP SE or an SAP affiliate company All rights reserved Personal preferences 5 Viewing objects Use the Documents tab in the BI launch pad to view and edit objects When you double click an object it opens on a new tab From there you can open the document in a new window if necessary When you view a Crystal report or a Web Intelligence document your access rights and the default settings configured by your administrator determine which data you see You can view report data from the source in the latest instance of an object or in a report s saved data Depending on your access rights you may be able to refresh a report or a d
5. 3 3 5 2 Resizing the details panel You can resize the details panel from anywhere in the BI launch pad When the launch pad is configured for SAP Jam or for SAP StreamWork this panel is called the feed panel Click the left edge of the panel and drag it to the width you want 3 3 5 3 Closing the details panel You can close the details panel from anywhere in the BI launch pad and when viewing a document via an OpenDocument link Click gt on the left edge of the details panel You can also click Details on the toolbar Business Intelligence Launch Pad User Guide User interface 2014 SAP SE or an SAP affiliate company All rights reserved 19 4 Personal preferences Your personal preferences determine how you log on to the BI launch pad which views appear and which settings apply to viewed objects The access rights assigned by your system administrator determine whether you can set your own preferences Before you start using the launch pad check whether your preferences have been set and configure them if needed 1 Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 4 1 Setting general preferences Bl launch pad general preferences determine what appears in the default view of the
6. Directory Enter the path to a local hard disk location or mapped location or a UNC path to the di rectory where you want to send the instance If you are scheduling a Web Intelligence document and want to create folders based on variables such as the title of the instance owner date and time or user names use a placeholder The placeholder is inserted after the text in the box File Name e Touseasystem generated file name for the instance select Use Automatically Generated Name e Tochoose the file name for the instance select Use Specific Name and enter a name or select variables for the file name from the Add placeholder list The available varia bles are Title ID Owner DateTime your Email Address your User Full Name Document Name and File Extension Select the Add File Extension check box to automatically add the file extension to the instance file name If you do not add a file extension you may be unable to open the document SAP StreamWork options The SAP StreamWork destination is available if collaboration is enabled and configured in the BI platform Use the SAP StreamWork destination for both SAP Jam and SAP StreamWork Business Intelligence Launch Pad User Guide 78 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects Option Destination Description SAP StreamWork Keep an instance in Select this check box to retain a copy of this instance in the
7. 4 Click Save amp Close 4 6 Setting Analysis edition for OLAP preferences i Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 1 Logon tothe BI launch pad 2 Onthe header panel click Preferences Business Intelligence Launch Pad User Guide Personal preferences 2014 SAP SE or an SAP affiliate company All rights reserved 27 6 In the Preferences dialog box click Analysis edition for OLAP in the navigation list Select the Accessibility Mode check box to use a screen reader with the OLAP edition of the SAP BusinessObjects Analysis software Click Save amp Close The Preferences Changed dialog box appears indicating that some changes will take place after the page reloads Click OK The next time you use Analysis edition for OLAP it will use a screen reader 4 7 Setting Bl workspaces preferences 1 Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the Bl platform To request access contact your system administrator On the header panel click Preferences In the Preferences dialog box click BI workspaces
8. Role Publisher Task Create a publication Rights required Add right on the folder where the publication is saved View right on the users and the user groups intended as recipi ents View right on the profile that will be used for personalization View right on documents in the publication Schedule right on documents in the publication Schedule right on Enterprise re cipients 88 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide About publishing Role Publisher Task Schedule a publication Rights required Only the publisher should have the Schedule a publication right View right Schedule right Add right and Modify Security right on the publication Delete Instance right on the publication View right on the users and the user groups intended as recipi ents View right on the profile that will be used for personalization View right and Schedule right on documents in the publication View right and Refresh right on the dynamic recipient source View right and Refresh right on the document that the delivery rule is set for Data Access right on universes used by publication objects Data Access right on universe connections used When scheduling to a BI Inbox Add right and View right on each recipient s Bl Inbox Modify the right users have to objects right on the folder con taining the publication Subscribe ri
9. That is you cannot run multiple sessions of the launch pad in separate browser tabs or windows Your administrator may deploy different types of objects such as Crystal reports and Web Intelligence documents that are created from platform plug in components You use the launch pad to view organize and work with the objects Because the appearance and functionality of the launch pad can be customized your user interface may be different from images shown in this documentation Depending on your configuration you can usually apply the information to your user interface 2 1 Who should use this documentation This documentation is intended for users who work with objects over the web in the BI platform and the BI launch pad For more information about the platform see the SAP BusinessObjects Business Intelligence Platform User Guide and the SAP BusinessObjects Business Intelligence Platform Administrator Guide on the SAP Help Portal at http help sap com 2 2 What is the BI launch pad The BI launch pad is a web application that acts as a window to business information about your company You use the launch pad to perform the following tasks e Access and organize Crystal reports Web Intelligence documents and other objects e View information in a web browser export it to other business applications such as Microsoft Excel or SAP Jam and save it to a specified location e Use analytic tools to explore business information in
10. 2014 SAP SE or an SAP affiliate company All rights reserved Alerting 3 To specify a parameter for the alert under Parameters click Edit and modify the parameter value If a document is personalized personalization details appear when you hover the mouse over an alert check box 4 If multiple documents are listed under Alert select the check box beside each alert you want to receive Depending on the alert source you may need to configure additional settings 5 Click OK The next time the alert is triggered a notification will be sent to the destination you selected Notifications are sent using the destination defaults for alerting in the CMC unless you specify custom settings for an alert source To change which destinations an alert notification will be sent to on the Documents tab expand the My Documents drawer and click Subscribed Alerts Right click an alert source and select Modify Subscription You can also select More Actions gt Modify Subscription Ato modify your subscription to multiple Crystal report alerts from the same report or to edit parameters for EDBI alerts 13 2 1 Unsubscribing from an alert 1 On the Documents tab expand the My Documents drawer and click Subscribed Alerts 2 Right click the alert from which to unsubscribe and select Unsubscribe 3 When prompted for confirmation click OK 13 3 Subscribing other users to an alert 1 Right click the alert source and select Manage Subscribers
11. A directory on a file system e Use the default settings forthe e Output File Repository Server destination e Selected file location You must enter the directory for the publication e Enter a user name and pass word to access the file location e Deliver objects to individual users e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box e Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file SAP StreamWork This destination is available if collaboration is configured and enabled in the BI platform Business Intelligence Launch Pad User Guide 120 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications Publication destination Actions you can perform on the Instance is saved to publication Sent for collaboration with other e Send or schedule Crystal re One of the following collaboration users ports and Web Intelligence applications documents to collaboration ac e SAD jam tivities e SAP StreamWork e Monitor feeds e Follow documents and instan ces to track comments and dis cussions e Post comments on documents and instances and view com
12. At run time the placeholder is replaced by the personalized value used to filter the report This placeholder is unique for each recipient e Field Query 1 NAME At run time the placeholder is replaced by the name of the field This placeholder is the same for all recipients Before you can use personalized placeholders in the Subject or Message box all source documents for the publication must be personalized on the same field If a publication contains several source documents the Add placeholder list for the Subject and Message boxes displays personalization parameters only when all source documents are filtered on the same field s 10 3 7 Publication extensions A publication extension is a library of code that applies business logic to publications Use a publication extension to automatically customize publications after processing or delivery You can use publication extensions to perform the following tasks e Merge documents of the same type for example merge multiple Excel spreadsheets into a single Excel workbook e Add password protection to or encrypt a document e Convert a document to a different format e Create custom log files for a publication job You add publication extensions to publications in the Central Management Console CMC of the Bl platform You cannot use publication extensions when designing a publication in the Bl launch pad However before you can add a publication extension the extension must
13. Depending on your role in the alerting workflow and your responsibilities the access rights you need may vary Table 11 Document alert rights Role Task Rights required User Subscribe to a document alert e View rights on the document e View rights on the corresponding event e Subscribe rights on the user s own account To view an instance via a document link in an alert no tification you must also have View Instance rights on the document User Unsubscribe from a document View rights on the corresponding event alert e Subscribe rights on the user s own account User Receive notification about a e View rights on the corresponding event document alert e View rights on the document Content administra tor Manage destination and param eter settings for a document alert e Edit rights on the document e Edit rights on the event Content administra tor Manage alerting settings for a document e View rights and Edit rights on the document e View rights and Edit rights on the corresponding event e View rights and Subscribe rights on the users or groups to add as subscribers To add a user group to the list of subscribers you must also have View rights and Subscribe rights on the user group object Having View rights and Sub scribe rights on individual users in a group is not suffi cient Content administra tor Unsubscribe a user from a document alert e View rights on the document e View
14. In the Manage Subscribers dialog box click Subscriber List in the navigation panel To add new subscribers a Click Add b Inthe Add dialog box move users and user groups from the Available list to the Subscribed list c Click Add Default Subscription s d Inthe Edit Subscriptions dialog box configure the alert and destination options as needed For example you can modify which alerts to subscribe to if the alert source contains multiple alerts Depending on the alert source other settings may be available 4 To edit settings for a subscriber a Select auser in the Subscriber column and click Edit b To edit which alerts the user will receive in the Edit Subscriptions dialog box click Alerts in the navigation panel and select the check box for each alert you want to subscribe the user to If the alert source contains multiple alerts each alert is listed Otherwise only one alert appears c To edit which destinations an alert will be sent to click Destinations in the navigation panel and select the check box for each destination you want to sent the alert to Only email destinations that are enabled and configured on the Adaptive Job Server are available If no email destination is configured only the My Alerts check box appears Business Intelligence Launch Pad User Guide Alerting 2014 SAP SE or an SAP affiliate company All rights reserved 167 5 d If available configure other alerting options as needed Depend
15. The comment appears on the feed panel and m appears in the Collaboration column to indicate this feed has a comment 12 5 6 Stopping following a feed When you no longer want to follow comments for a document or instance you can stop following its feed On the Documents tab right click a document or instance and select Unfollow You no longer receive updates on the document or its instances and no longer appears in the Collaboration column 12 5 6 1 Stopping following a feed from an OpenDocument link While viewing a document or instance via an OpenDocument link click o at the top of the feed panel You no longer receive updates on the document or its instances and amp no longer appears in the Collaboration column on the Documents tab 12 6 Scheduling content to SAP StreamWork You can schedule Crystal reports Web Intelligence documents and PDF files to SAP StreamWork 1 On the Documents tab right click the document or the instance that you want to schedule and select Schedule Business Intelligence Launch Pad User Guide 158 O 2014 SAP SE or an SAP affiliate company All rights reserved Collaboration 9 The Schedule dialog box appears Click Destinations and then select Collaboration in the Destination list The file name appears in the File box To save this instance in the History dialog box select the Keep an instance in the history check box In the Select Worklist list enter the name of the worklist to s
16. four page report your report prints pages one two three and four of the first copy and then prints pages one two three and four of the second copy 5 Web viewer and web ActiveX viewer Under Printer Paper select the paper size and the paper source options 6 Web viewer and web ActiveX viewer Under Options if a Crystal report is wide but should print on one page click Fit Horizontal Pages to One Page To print Flash objects embedded in a Crystal report select Print Flash Objects for Current Page Click OK 5 5 7 Exporting Crystal reports You can export successful instances of Crystal reports and of reports viewed on demand to multiple formats For reports that you can drill down on export the drilled down view For example you can export data that predicts sales trends to an Excel spreadsheet and then email it to the sales team 1 Open the Crystal report to view On the viewer toolbar click A E In the Export dialog box in the File Format list select a file format to export the Crystal report to Under Page Range select All Pages or enter the range of pages to export Click Export ao fF Wh Business Intelligence Launch Pad User Guide Viewing objects 2014 SAP SE or an SAP affiliate company All rights reserved 39 5 5 7 1 Export format options You can export Crystal reports to these file formats When you export a Crystal report to a file format other than rpt the report may lose some or all of its
17. publication shortcut to a Bl In box select both BI Inbox and Default Enterprise Location as the destination e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file Email Before you can schedule or send a report instance to this destination you must enable and configure the email SMTP destination on the Adaptive Job Server Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 117 Publication destination Actions you can perform on the Instance is saved to publication Each recipient via email e Use the default settings forthe Output File Repository Server destination e Specified email recipients e Deliver objects to individual users e Required Enter your email ad dress in the From box If you do not enter your email address the Bl platform uses the email address associated with the publisher s account If the publisher s account has no email address the platform uses the email address for the Adaptive Job Server If there is no email address in the From box the publisher s account or the Adaptive Job Server the publication will fail e Enter recipient email addresses or add the Email Address place holder to the To box e Enter recipient email addresses or add the Email Address place holder to the Cc box e Enter recipient email addresses or add the Em
18. ra TE Option Description Monthly Runs the object on the specified date at the specified start time and at the specified monthly intervals The first instance will be created at the specified start time and instances will be created in monthly intervals at that time until the object stops running at the specified end time Choose the month in which to run the object in the Month N box choose when to start and to stop run ning the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times Nth Day of Month Creates an instance each month on the specified day at the specified start time The first instance will be cre ated at the specified start time and instances will be created on the specified day of each month at that time until the object stops running at the specified end time Enter the time to start and to stop running the object and the day of the month on which to run the object 1st Monday of Month Creates an instance on the first Monday of each month at the specified start time Enter the time to start and to stop running the object Last Day of Month Creates an instance on the last day of each month at the specified start time Enter the time to start and to stop running the object X Day of Nth Week of the Month Creates an instance each month on the specified day and week at the specified start time Enter the time to start and
19. telligence Platform 4 1 Support Package 2 November 2013 Information about subscribing to scheduled publications and publica tion instances was added Business Intelligence Launch Pad User Guide Document history O 2014 SAP SE or an SAP affiliate company All rights reserved N Version SAP BusinessObjects Business In telligence Platform 4 1 Support Package 3 Date March 2014 Description A Folder Link option was added to the context menu for public folders and categories It gener ates a URL link for the folder or category that you can send to recipients Information was added about using the DHTML web viewer for online access to Crystal re ports via the Central Manage ment Console CMC in the BI platform Instructions were added about designing publications for dy namic recipients and for Enter prise recipients A reminder was added that the Bl launch pad displays preferen ces configured for only one user group regardless of the num ber of user groups a user be longs to in the platform SAP BusinessObjects Business lIn telligence Platform 4 1 Support Package 4 May 2014 The Opening a report in a larger viewing area topic was removed from this guide Web Intelligence documents based on BEx queries can con tain mandatory variables in SAP Business Warehouse SAP BW data sources The Scheduling an object with parameters prompts topic was revised to
20. the default or Legacy Mode In standard mode you can control how report pages and group headers and footers appear in CSV output Report and page sections e To export report and page sections select Export e If you do not want to export report or page sec tions select Do not export e To isolate report and page sections select the Isolate report page sections check box Group sections e To export group sections select Export e If you do not want to export group sections select Do not export e To isolate group sections select the Isolate report page sections check box XML Option Description If you clear the Use the export options defined in the report check box the following option is available XML Exporting Formats To specify the XML format select an option in the list 11 6 9 3 Optional Selecting print options for a Crystal report in a publication You select print options for a Crystal report in the Schedule dialog box Before you can set print options for the default printer e The printer must be installed and configured properly e The Crystal Reports Job Server must be running on an account that has sufficient privileges to access the printer you specify Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 133 For more information see the SAP BusinessObjects Business Intelligence Platform
21. 5 4 1 Following a feed from an OpenDocument link When you follow a feed you automatically follow all related instances of the document When you follow a recurring instance you follow each instance that results from the original instance While viewing a document or instance via an OpenDocument link click o at the top of the feed panel The feed appears in the feed panel you receive updates on the document or instance and appears in the Collaboration column on the Documents tab in the Bl launch pad Business Intelligence Launch Pad User Guide Collaboration O 2014 SAP SE or an SAP affiliate company All rights reserved 157 12 5 5 Posting a comment to a feed You can post comments to a feed about a document or an instance and view the discussion on the feed panel Before you can comment on a document or instance you must have the following rights for it e Comment on documents e Comment on documents the user owns When you comment on an instance of a report the comment is posted only for the instance not the entire report and a new discussion is started for that instance Comments and replies are not private Any BI launch pad user with the appropriate view rights to a document or instance can see your comments and any user who with appropriate comment rights can reply to your comments 1 Inthe Collaboration drawer on the feed panel select an instance in the list 2 Enter a comment in the Say something box and click Post
22. Administrator Guide You can print instances in Crystal reports format each time a publication runs using the Crystal Reports Job Server s default printer or a different printer The BI platform prints instances after the publication is personalized but before delivery 1 Right click the Crystal report to set print options for and select Schedule 2 Inthe Schedule dialog box click Print Settings in the navigation list 3 Under Documents select the Crystal report that you want to print when the publication runs 4 Select the Print Crystal reports when scheduling check box The Crystal report print options appear 5 Select Default printer to print to the Job Server s default printer or select Specify the printer and select the printer s path and name o Ifthe job server runs on Windows in the Specify the printer box enter lt PrintServer gt lt PrinterName gt Replace lt PrintServer gt with the name of your printer server and lt PrinterName gt with the name of your printer o Ifthe job server runs on Unix confirm that the Unix is shown not hidden and enter the print command that you usually use in the Specify a printer box For example enter 1p d lt PrinterName gt 6 Inthe Number of Copies box enter the number of copies to print 7 Under Page Range select All to print all pages in the publication or Pages and enter the page range to print 8 Optional In the Set collate option to list select Collate Do not c
23. Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file Business Intelligence Launch Pad User Guide 72 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects File System If you are sending the publication to the File System destination and some recipients share identical personalization values you can clear the Deliver objects to each user check box to decrease overall processing time When you clear Deliver objects to each user placeholders used when configuring destinations will contain the publisher s not the recipient s information Publication destination Actions you can perform on the Instance is saved to publication A directory on a file system e Use the default settings forthe e Output File Repository Server destination e Selected file location e Enter a user name and pass word to access the file location You must enter the directory for the publication e Deliver objects to individual users e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box e Automatically add the extension to file name If you do not add a file extension to a file name
24. Full Name Document Name and File Extension Select the Add File Extension check box to automatically add the file extension to the instance file name If you do not add a file extension you may be unable to open the document Business Intelligence Launch Pad User Guide Scheduling objects O 2014 SAP SE or an SAP affiliate company All rights reserved 77 File System options Option Description Destination File System Keep an instance in Select this check box to retain a copy of this instance in the object s history This check the history box is selected by default Clear this check box if you want the BI platform to automatically delete the instance from the Output FRS to minimize the number of instances on the server Instances are required for auditing events This check box is overruled if auditing is ena bled for a scheduled object Use default settings Select this check box to use the default Adaptive Job Server values for the file system If you do not want to use the default Adaptive Job Server values clear this check box and set the destination recipient options that appear User Name Enter a user name with access rights to save files to the destination directory You can specify a user name and password only for servers on Windows Password Enter the user password that is required to access the destination directory You can specify a user name and password only for servers on Windows
25. Instance Time column you can click a link to a publication instance to view instances generated for all recipients when the publication ran Viewing log files for publication jobs Log files are useful for troubleshooting a publication and for identifying which recipients did not receive a publication instance The Bl platform logs publication job information as each batch of personalized publication instances is processed and then consolidates the details into one or more log files The maximum log file size is 10 MB and is non configurable If you run a high volume publication with many details the publication instance may have several log files You can view log files for a publication instance in the following ways in the History dialog box e To view the last log file in a series in the Status column click the status Success Failed or Running and click View Log File at the bottom of the Instance Details dialog box You can view the last log file while a publication is running e Toview all log files in the Instance Time column click the link for a publication instance Log files are listed after the personalized instances Log files are updated with new information every two minutes If a publication job has been running less than two minutes the log file may have a status of Pending Viewing results as a recipient The following table summarizes the ways you can view a publication Business Intelligence Launch Pad User Gui
26. Name per Document b For each document title select a placeholder from the Add placeholder list The placeholders you select appear in the Specific Name box for each document title 5 Click OK After personalization is set up for a publication personalized placeholders appear in the Add placeholder list in the Destinations dialog box 11 6 7 Selecting personalized placeholders for email fields You select personalized placeholders for a publication in the Schedule dialog box You can combine text and placeholders and use multiple placeholders in any email field When scheduling a publication to an email destination you can use placeholders in the From To Cc Bcc Subject Message and Use Specific Name fields Right click the publication to select placeholders for and select Schedule In the Schedule dialog box click Destinations in the navigation list In the Destination list select Email Set the destination options including placeholders as needed Click OK oe wn A Business Intelligence Launch Pad User Guide 124 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 11 6 8 Embedding content from a dynamic source document in an email You embed content from a source document for a publication in the Schedule dialog box You can embed content from dynamic content documents in the body of an email For Crystal reports you can embed content from a report For Web Intelligence do
27. Service Line Revenue Business Intelligence Launch Pad User Guide Personal preferences 2014 SAP SE or an SAP affiliate company All rights reserved 25 In the second example Synchronize drill on report blocks is not selected The drill is performed only on the selected block and only the table displays the drilled values Service Line J Revenue Revenue Accommodation 673 564 00 Food amp Drinks 169 680 00 1 200 000 128 100 00 _ 400 000 0 Bahamas Beach Revenue Resort You must have the necessary access permissions to drill out of the scope of analysis in a drill session For example when you drill on results in a document you may want to drill to higher level or lower level information than is included in the scope of the document This requires a new query to retrieve additional data from the data source and you will be prompted to decide whether to run the additional query For example if you drill on year 2001 the results on the drilled table are for Q1 Q2 Q3 and Q4 of 2001 This means the quarterly values that you drilled to are filtered by 2001 The drill toolbar displays 2001 the value that filters the drilled results You can use the drill toolbar to select other values and filter the results differently For example if you use the drill toolbar to select 2002 the results on the drilled table will be for Q1 Q2 Q3 and Q4 of year 2002 If a drilled report includes dimensions fro
28. Sharing content objects with recipients 6 11 1 Sending a content object or an instance to a destination You can send an object or instance to a destination without running the object to create new instances or refreshing data for a report instance You can send instances with a status of Success or Failed Instances with a status of Recurring or Pending are scheduled but do not contain data You can send a copy of or a shortcut to the object or instance and you can Business Intelligence Launch Pad User Guide 50 2014 SAP SE or an SAP affiliate company All rights reserved Working with content objects select the destination for example an FTP server or a BI Inbox Not all types of objects can be sent to all destinations If you are viewing an object or an instance on a tab you can send the object or instance from that tab 1 On the Documents tab locate the object or the instance to send 2 Select the object or instance o Tosend an object right click the object and select Send click a destination location and set the destination options o Tosend an instance select the object that contains the instance right click the object and select History select one or more instances in the History dialog box and click Send Press sHIFT click Or CTRL click to select multiple objects 3 Click Send 6 11 2 Creating an OpenDocument link to a content object OpenDocument links provide a di
29. The maximum length of the message is 1000 characters Optional Click fv to flag the note as very important or 3 to flag the note as less important Click Post Business Intelligence Launch Pad User Guide 172 2014 SAP SE or an SAP affiliate company All rights reserved Working with discussions 15 3 Editing a note You can edit the notes that you create However you cannot edit notes created by other users or that have replies in a discussion thread unless you have administrative rights Open discussions Locate and select the note to edit In the Subject box edit the subject line of the note as needed In the Message box edit the body text of the note as needed Click Post oR wn 15 4 Replying to a note You can post a reply to an entire group or to the user who posted the note Notes that you have not read appear in bold Before you can reply to a note you must have the appropriate access rights for the object Open discussions 2 Locate and select the note to reply to Click the plus sign to view additional levels of the note s discussion 3 Click amp to post a reply that is visible to all users with access rights to view notes associated with the object or click amp to post a reply to the user who posted the note In the Subject box edit the subject line of the note as needed 5 Inthe Message box edit the body text of the note as needed Click Post 15 5 Deleting a note You cannot delete note
30. Use custom layout settings Ifyou chose Use custom layout settings select Portrait or Landscape orientation and select the paper size in the Paper Size list 6 Click Schedule Business Intelligence Launch Pad User Guide 82 O 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects 7 1 12 Selecting a language for Crystal report instances You can schedule a Crystal report to create instances in the default language set by the preferred viewing locale PVL or in multiple languages 1 On the Documents tab right click the object for which to select a language for report instances and select Schedule In the Schedule dialog box click Languages Perform one of the following actions o Toschedule the report according to the PVL set in your preferences and create instances using only that locale select Schedule the report in Preferred Viewing Locale o To schedule the report in multiple languages select Schedule the report in Multiple Locales select one or more locales in the All Locales list and click gt to move the locale s to the Selected Instance Locales list 4 Click Schedule Business Intelligence Launch Pad User Guide Scheduling objects O 2014 SAP SE or an SAP affiliate company All rights reserved 83 8 Scheduling object packages An object package is an object that acts as a container for other objects also called components You can put any object type that can be scheduled in an object pa
31. a tab When pinned the icon on the toolbar button points down To unpina tab click in the upper right corner of the tab When unpinned the icon on the toolbar button points sideways 5 5 Viewing Crystal reports When you click a Crystal report the report appears in a viewer The type of viewer you have determines which tasks you can perform Business Intelligence Launch Pad User Guide 30 O 2014 SAP SE or an SAP affiliate company All rights reserved Viewing objects 5 5 1 Crystal report viewers Use Crystal report viewers to view reports navigate multiple pages refresh data drill down to details behind charts and summarized data select parameters print and export data Crystal report viewers support ActiveX Java and web only viewing formats Typically your system administrator selects the viewer type that is best suited to your company s needs However you can manually select a viewer in the BI launch pad preferences Some features of Crystal report viewers may be disabled by your administrator For more information contact your administrator You can use Crystal report viewers to display reports even when you are not logged on to the BI platform For online access to Crystal reports through the Central Management Console CMC use the default DHTML web viewer Do not use the legacy Java viewer which does not provide the same functionality as the DHTML viewer 5 5 1 1 Web viewer Use this viewer to view refresh
32. an SAP affiliate company All rights reserved 147 SSS SSS SSS Area Consideration Publications with many recipients Publishing cleanup option Vertically scale the Adaptive Processing Server on ma chines with more CPUs and RAM to concurrently proc ess more recipients and to generate more jobs on the Adaptive Processing Server You may need to scale the Adaptive Job Server and re port processing servers accordingly to increase throughput You may need to increase the Adaptive Processing Server s heap size that is set Xmx to 2 GB or more when the server runs on a machine with more than eight CPU cores The larger number of CPU cores ena bles the Adaptive Processing Server to spawn more threads and increase throughput Note that more threads require more RAM For a large publication that does not need redistribu tion or to view artifacts in the report do not select the default destination Crystal report publications If you do not need to apply unique security for each re cipient select One database fetch for each batch of recipients Database access will be batched in multiple smaller concurrent queries Web Intelligence publications Select One database fetch for all recipients or One database fetch per recipient When you select One database fetch for all recipients for a large publication to break the database query into multiple smaller queries add the following command line option to speed disk
33. and preserves as much of the original formatting as possible Publish a Crystal report as an Excel x1 s file that con tains only data XML Publishes a Crystal report in XML xm1 format Crystal Reports Publishes a Crystal report in its original rpt format Crystal Reports RPTR Publishes a Crystal report in read only rptr format Microsoft Word 97 2003 Publishes a Crystal report as a Microsoft Word doc file and preserves the original formatting of the Crystal report Use this option when you expect recipients to view a publi cation without making changes to it Microsoft Word Editable RTF Publishes a Crystal report as a Word rt file that recipi ents can edit Use this option when you expect recipients to view a publication and edit its content Rich Text Format RTF Publishes a Crystal report in Rich Text Format rt Plain Text Publishes a Crystal report in plain text txt format 102 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide About publishing Document type Format Description Paginated Text Publishes a Crystal report in plain text txt format and paginates the content of the publication Tab Separated Text TTX Publishes a Crystal report in plain text ttx format and separates the content in columns with tabs Separated Values CSV Publishes a Crystal report as a ch
34. and the source document data can be refreshed when the publication is scheduled If you cannot view and schedule dynamic content documents confirm that the data source connection settings are correct The following table summarizes how to check the settings Document type How to check data source connection settings Crystal report In the CMC select the Crystal report and select I gt Manage gt Default Settings 1 In the Default Settings dialog box click Database Configuration on the navigation panel Web Intelligence document In the CMC select the Web Intelligence document and select I gt Manage gt Default Settings J In the Default Settings dialog box click Report Universes on the navigation panel In some cases you may have to open a dynamic content document in the designer to configure the data source connection and to re export the file to the CMS repository and overwrite the previous copy For more information about configuring data source connections for dynamic content documents see the designer documentation Avoid unnecessary data refreshes If a data refresh is unnecessary for a dynamic content document in the Source Documents section clear the Refresh At Runtime check box for that document to improve overall publication performance 11 8 2 Recommendations for using dynamic recipient sources Sort dynamic recipient sources according to the recipient ID column In general you should sort dynamic recipien
35. be deployed on machines that run the Adaptive Processing Server The location of the server varies depending on the operating system e On Windows the location is lt InstallDir gt 1SAP BusinessObjects SAP BusinessObjects Enterprise XI 4 0 java lib e On Unix the location is lt InstallDir gt sap bobj enterprise xi40 java lib Once an extension is deployed you must restart the Adaptive Processing Server and any other servers that host a Publishing Service For more information about publication extensions see the SAP BusinessObjects Business Intelligence Platform Java SDK Developer Guide Business Intelligence Launch Pad User Guide About publishing 2014 SAP SE or an SAP affiliate company All rights reserved 105 Related Information Adding a publication extension in the CMC page 140 A publication extension is a library of code that applies business logic to publications You must add a publication extension before you can use the extension in a publication 10 3 8 Subscriptions A subscription enables users who are not publication recipients to view the latest instance Enterprise recipients can unsubscribe from a publication at any time Dynamic recipients can neither subscribe to or unsubscribe from a publication Users with the appropriate access rights can subscribe and unsubscribe other users To subscribe to or unsubscribe from a publication the following items are required e ABI platform account e Access to t
36. by other personalization methods 11 6 9 1 1 Personalizing a Crystal report using parameter values You personalize a Crystal report in the Schedule dialog box e Before you can use profiles to personalize data for Enterprise recipients the profiles must be configured in the BI platform Before you can perform this task the Crystal report must contain parameters Right click the Crystal report to personalize and select Schedule In the Schedule dialog box click Personalization in the navigation list Review the parameter values under Parameters and note any values that need to be changed AUNE To change a default value click the Edit Values button beside the default parameter value select or enter the parameter value and click OK 5 Perform one of the following actions o To override the default parameter personalization with Enterprise recipient profile values in the Enterprise Recipient Mapping column select a profile in the list If this profile is not configured in the BI platform personalization will fail If you need profiles added to the BI platform contact your system administrator o Ifyou are using only default parameter values to personalize a report select Default value for all recipients in the Enterprise Recipient Mapping column The Enterprise Recipient Mapping column appears only if the publication is intended for Enterprise recipients 6 To override the default parameter personalization with dynamic recip
37. column select the check box beside it and click Edit The local profile is derived from the source file and the global profile comes from the universe b Select Filter Expression and click Edit A dialog box appears displaying the profile options c Inthe User Group column locate the user or the user group to define profile targets for and select the check box beside it Prompts are defined You can create the publication in BI launch pad 8 Inthe BI launch pad on the Documents tab expand the Folders drawer and locate the folder to create the publication in Business Intelligence Launch Pad User Guide 110 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 10 11 12 13 14 15 16 17 a Right click the folder and select lp New gt Publication 2 b In the New Publication dialog box enter the title of the publication in the Title box c Click Source Documents in the navigation list and click the Add button d Inthe Select Source Documents dialog box select the source file s for the publication and click OK Click Enterprise Recipients in the navigation list For each user or group who should receive the publication under Available select the user or user group and click gt to move the user or group to the Selected area Click Personalization in the navigation list Under Global Profiles for each source document for the publication select the profile
38. detail Features of the launch pad vary by content type and the applications available in the launch pad depend on your access rights For information about the features of your BI platform deployment contact your system administrator Business Intelligence Launch Pad User Guide 10 2014 SAP SE or an SAP affiliate company All rights reserved Getting started with the BI launch pad 2 3 What s new in the BI launch pad SAP Jam SAP Jam was added as a collaboration option for the BI launch pad When integrated SAP Jam adds social media and collaboration features to the launch pad Collaboration improvements With the addition of SAP Jam the BI launch pad supports two collaboration options Your administrator must configure your collaboration application in the Central Management Console CMC in the BI platform before you can use it The following enhancements are supported by both collaboration applications e New viewer options e Improved integration with the BI launch pad e New access rights e Add comments to a feed when opening a document or instance via an OpenDocument link Open the details panel in any viewer You can open the details panel from anywhere in the BI launch pad and in a viewer when using an OpenDocument link Automatically add file extensions when scheduling When scheduling reports and publications the Add File Extension check box in the Destinations dialog box automatically adds the file extension t
39. downloaded o Select Desktop Rich Client Windows only installation required installation required to create and modify documents with a desktop application that must be downloaded Select this option if you plan to work offline occasionally 4 Click Save amp Close 4 5 3 Selecting a default universe for Web Intelligence documents Select a universe as the default data source for creating Web Intelligence documents i Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator On the header panel click Preferences In the Preferences dialog box click Web Intelligence Under Select a default Universe click Browse and select a universe Click OK and click Save amp Close pon Business Intelligence Launch Pad User Guide 24 O 2014 SAP SE or an SAP affiliate company All rights reserved Personal preferences 4 5 4 Selecting a formatting locale for Web Intelligence documents The preferring viewing locale PVL determines how dates times and numbers are formatted in Web Intelligence documents i Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Manageme
40. enter a return email address or select variables for the email address from the Add placeholder list b Inthe To box enter each email address that you want to send alert notifications to or select variables for the email address from the Add placeholder list c Inthe Cc box enter each email address that you want to send alert notifications to or select variables for the email address from the Add placeholder list d Inthe Bcc box enter the email address of each undisclosed recipient that you want to send alert notifications to or select variables for the email address from the Add placeholder list e Inthe Subject box enter the subject of the alert notification or select variables for the subject from the Add placeholder list f Inthe Message box enter the message for the body of the alert notification or select variables for the message from the Add placeholder list Business Intelligence Launch Pad User Guide O 2014 SAP SE or an SAP affiliate company All rights reserved Alerting g h Select the Add Attachment check box to add an attachment to the alert notification Under File Name select Use Automatically Generated Name or Use Specific Name If you select Use Specific Name enter a file name or select a placeholder in the list Select the Add File Extension check box to automatically a file extension to file names If you do not add a file extension to a file name the document cannot be opened 5 Click Save am
41. following options are available Set Column Width e To define column widths relative to objects in a re port select Column width based on objects in the and select an option in the list Whole report Report Header Page Header Group Header Details Group Footer Page Footer or Report Footer e To define a constant width for all report columns select Constant column width in points and enter a number in the box Export page header and page footer Select this check box to choose how frequently head ers and footers appear in Excel files and select an op tion in the list None Once Per Report or On Each Page Create page breaks for each page Select this check box to create page breaks that reflect the page breaks in a report Convert date values to strings Select this check box to convert date values to text strings Show gridlines Select this check box to include grid lines in Excel files Business Intelligence Launch Pad User Guide 128 O 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications Microsoft Excel 97 2003 Data Only Option Description If you clear the Use the export options defined in the report check box the following options are available Set Column Width e To define column widths relative to objects in a re port select Column width based on objects in the and select an option in the list Whole report Report Header Page H
42. formatting The Bl launch pad attempts to preserve as much formatting as each export format allows Flash objects only appear if you export to a Crystal report format rot or rptr orto paf Fallback images appear when exporting to all other formats For information about scheduling a Crystal report to a specific format see exporting information in the SAP Crystal Reports 2011 User Guide File format Description Crystal Reports rpt format You cannot export to this file format from a drilled down view Crystal Reports RPTR rptr format This read only file format attempts to preserve the appearance of the original Crystal report Microsoft Excel 97 2003 x1s format Microsoft Excel 97 2003 Data Only x1s format This file format is data only Microsoft Word 97 2003 doc format PDF paf format Rich Text Format RTF ctf This file format can be displayed only in the web viewer Microsoft Word Editable RTF doc format This file format preserves less formatting than the Microsoft Word 97 2003 format Text ap pears in lines and images are placed inline with text Separated Values CSV csv format XML xml format 5 5 8 Interactively sorting data in a Crystal report 1 Open a Crystal report that uses interactive sorting 2 Select the value to sort on Click an arrow to sort data in the report o To sort data in ascending order click o Tosort data in descending
43. g Toallow recipients to modify annotations in the PDF file select the Allow Modification of Annotations check box 6 Click OK 11 6 9 7 Optional Configuring database logon information for a Crystal report You can configure the database logon information that recipients use to log on to the database and refresh the data in the Crystal report You configure database logon information in the Schedule dialog box Confirm that database settings for the Crystal report are correct In the CMC select Folders select the Crystal report and select I gt Manage Default Settings Database Configuration Ato check the database information or to enter new information You may need to modify data source information that a Crystal report references in the report itself Open the Crystal report in SAP Crystal Reports select lp Database gt Set Datasource Location 1 and select a connection or create a new connection in the Set Datasource Location dialog box 1 Right click the Crystal report to configure database logon information for and select Schedule 2 Inthe Schedule dialog box click Database Logon in the navigation list 3 Inthe Title list select a Crystal report The database information for the Crystal report appears below the Title list 4 Confirm that the information in the Database Server box and the Database box is correct In the User box enter the user name that recipients must use to log on In the Password box enter a passwo
44. include information about Web Intelligence documents based on BEx queries The Scheduling an object topic was revised to include in formation about contexts in Web Intelligence documents SAP Design Studio content ob jects open on a tab in the same window as the Bl launch pad O 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide Document history Version telligence Platform 4 1 Support Package 5 SAP BusinessObjects Business lIn Date October 2014 Description In Output file formats for in stances section for Web Intel ligence file formats table up dated the Format and Notes Columns Added a Note in Searching for content objects section Added Analysis Office and Lumira document as new ob ject types in What the search looks for per content object section Added new information about Lumira documents in Viewing Objects section Business Intelligence Launch Pad User Guide Document history O 2014 SAP SE or an SAP affiliate company All rights reserved 2 Getting started with the Bl launch pad This documentation provides information about and instructions for using the SAP BusinessObjects Business Intelligence Bl platform and the BI launch pad The BI launch pad runs in a web browser and is the main interface for working with objects in the BI platform You can log on to one session of the launch pad at a time
45. ments posted by other users about public documents 11 6 5 Selecting a recurrence pattern The recurrence pattern determines how often a publication runs You select a recurrence patttern for a publication in the Schedule dialog box 1 Right click the publication to set a recurrence pattern for and select Schedule 2 Inthe Schedule dialog box click Recurrence 3 Inthe Run object list select a recurrence pattern 4 Inthe Number of retries allowed box enter the number of times the server should attempt to rerun a failed job 5 Inthe Retry interval in seconds box enter how long the server should wait before attempting to rerun a job 6 Click Schedule The publication runs at the scheduled times 11 6 5 1 Recurrence pattern options Description Now Runs the object one time starting immediately Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 121 E i Option Description Once Runs the object once at the specified start time If you schedule an object with events the object will run once if the event is triggered between the start and end times Choose when to start and to stop running the object in the Start Date Time and End Date Time lists and en ter the date of the start and the stop times Hourly Creates an instance every hour at the specified time The first instance will be created at the s
46. month to run the object 62 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide Scheduling objects re aE Option Description Calendar Creates an instance on each calendar date you specify at the specified start time Enter the time to start and to stop running the object and select the calendar dates when you want to run the object 7 13 Specifying database logon information Before you can specify database logon information you must have access rights to an object s data source 1 On the Documents tab right click the object to specify database logon information for and select Schedule 2 Inthe Schedule dialog box click Database Logon 3 Change the logon information for the object s data source as needed and click Schedule 7 1 4 Selecting an instance format Depending on the type of object you are scheduling you can select the format to save the object instance in after the BI platform generates it 1 On the Documents tab right click the object to select an instance format for and select Schedule 2 Inthe Schedule dialog box click Formats and perform one of the following actions to select an output format o For a Crystal report instance select a format in the Output Format list o For a Web Intelligence document instance select a format in the Format Options for Selected Document list 3 Set the remaining formatting options as need
47. must install a small ActiveX component 5 Ifyou selected the Web no downloading required viewer under Select a rendering resolution for Web choose a viewing resolution Under Select a default measuring unit select Inches or Millimeters 7 Select the Show SAP Variable Technical Name SAP Crystal Reports 2011 only check box to display the technical names of SAP variables when working with reports in SAP Crystal Reports 2011 format 8 Click Save amp Close 4 5 Web Intelligence preferences 4 5 1 Selecting a reading interface for Web Intelligence documents All reading interfaces except PDF have view and design modes Use the view mode to perform basic viewing tasks and the design mode to modify a document All reading interfaces have similar features and capabilities The only difference is that some of them require a downloaded component 1 Note If the Preferences menu is not available on the header panel in the Bl launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the Bl platform To request access contact your system administrator 1 On the header panel click Preferences In the Preferences dialog box click Web Intelligence 3 Under View choose a reading interface o Select HTML no download required to view documents over the Internet without downloading components o Select Applet download required to view documents wi
48. on your user license and access rights you can perform the following tasks in the Bl launch pad e View objects Add objects Modify and manage the objects you add Distribute content to users Collaborate on content with SAP Jam or SAP StreamWork Set personal preferences for the launch pad user interface 2 7 Logging on to the BI launch pad You can log on to only one session of the BI launch pad It is not possible to run multiple sessions of the launch pad in separate browser tabs or windows Before you can log on to the launch pad you must have Microsoft Internet Explorer Firefox or Safari for Macintosh users installed on your computer 1 Inaweb browser enter the URL for the launch pad The URL should be http lt WebServer gt lt PortNumber gt BOE BI where lt WebServer gt is the name of the web server for the BI platform and lt PortNumber gt is the port number for the platform If your system administrator has configured a custom URL for the launch pad you may need to ask the administrator for the name of the web server the port number or the URL to enter Business Intelligence Launch Pad User Guide Getting started with the Bl launch pad O 2014 SAP SE or an SAP affiliate company All rights reserved 13 5 If you have BI platform client tools installed on a Windows operating system select I gt Start gt Programs gt SAP Business Intelligence gt SAP BusinessObjects BI platform 4 SAP BusinessObjects Bl p
49. opens in the BI launch pad and displays your recent activities If necessary log on to SAP StreamWork Your account is authenticated In the Select Worklist list enter the name of the worklist to send or select a name in the list In the Select Activity list enter the name of the activity to send or select a name in the list As you type the list of available activities is sorted by your entry The activity appears in the Activity Name box and the activity objectives if defined appear in the Activity Objectives box Optional In the tem Description box enter a description of the content you are sending Optional In the Select Activity Type box select the enter of activity you are sending Optional In the Add Participants box enter each email address that you want to invite to the activity separating the email addresses with a comma SAP StreamWork sends an invitation to each email address you enter Click Send A summary dialog box appears showing which activity was created which file was included which participants were invited to join and a link to the activity in SAP StreamWork Business Intelligence Launch Pad User Guide Collaboration O 2014 SAP SE or an SAP affiliate company All rights reserved 159 9 Click the link to go to the activity SAP StreamWork opens in a new browser window New activities may take several minutes to appear depending on the server load The window displays a document icon for the a
50. platform Central Management Console 1 o Inaweb browser enter http lt ServerName gt lt ConnectionPort gt CMC replacing lt ServerName gt with your CMS name and lt ConnectionPort gt with your connection port number specified during installation The default connection port number is 8080 2 Enter your logon credentials a Inthe System box confirm that the CMS name and CMS port are correct b Enter your user name and password c Inthe Authentication list select the authentication type Click Log On Under Folders right click the publication and select History In the History dialog box click the link in the Instance Time column DIA Double click the instance to view 11 7 5 Viewing publications sent to a Bl Inbox Dynamic recipients can view publications sent to a Bl Inbox They cannot log on to the Bl launch pad to view publication results 1 Perform either of the following actions to start the BI launch pad o In Windows select Start gt Programs gt SAP Business Intelligence gt SAP BusinessObjects Bl platform 4 gt SAP BusinessObjects Bl platform Java Bl Launch Pad 1 o Inaweb browser enter http lt ServerName gt lt ConnectionPort gt BOE BI replacing lt ServerName gt with your CMS name and lt ConnectionPort gt with your connection port number specified during installation The default connection port number is 8080 2 Enter your logon credentials a Inthe System box confirm that the CM
51. preferences o o oooocoocooocor eee 22 Setting Crystal report viewing preferences saaana sanaa aaura ee 22 Web Intelligence preferences 2 0 eee 23 4 5 1 Selecting a reading interface for Web Intelligence documents 0 00 0000s 23 4 5 2 Selecting a modification interface for Web Intelligence documents 000 24 4 5 3 Selecting a default universe for Web Intelligence documents 00000000 aa 24 4 5 4 Selecting a formatting locale for Web Intelligence documents 0 0000 eee 25 4 5 5 Drill options for data in Web Intelligence documents ooo 25 4 5 6 Selecting an Excel format for Web Intelligence documents 0000000 o 27 Setting Analysis edition for OLAP preferences 0 0 0 eee 27 Setting Bl workspaces preferences nnee a a i E AE Ea eee 28 Viewing Objects e cers a N aE eea aAA AAEE R aaa 29 Viewing Am objeCt senne etang siue Aa eA ra ES ele Dae a e lala une ais 29 Refreshing AN OBJECT ts taie ara eie d I A A A Aadatan oaae e aeia da Se be eaae area at tae tad de bt 29 Business Intelligence Launch Pad User Guide 2014 SAP SE or an SAP affiliate company All rights reserved Table of Contents 5 3 5 4 5 5 5 6 6 2 6 3 6 4 6 5 6 6 6 7 6 8 6 9 6 10 6 11 6 12 Viewing anhistoricaliinstance ss s os essay Boe mwas eee Ee Ga ee ee eda A A age 30 Pinning a tab for future VIEWING 9 j 4400 cutee Gee Ba Pow a See Se BOLERO a ae ee 30 5 4 1 Un
52. recipient sources decrease administrative costs because you do not have to create Bl platform user accounts for dynamic recipients before distributing publications to them For example when a billing company distributes bills to customers who are not BI platform users the customer information exists in an external database The publisher creates a document based on the external database and uses the document as a dynamic recipient source for a publication Customers receive the billing publication and the dynamic recipient source allows the publisher and the system administrator to maintain up to date contact information You can perform the following actions with a dynamic recipient source e Simultaneously deliver a single publication to dynamic recipients and to BI platform users Dynamic recipients cannot unsubscribe themselves automatically from a publication e Preview dynamic recipients list when you create a publication e Specify whether to deliver a publication to all dynamic recipients or to exclude some dynamic recipients e Deliver publications to external destinations such as email or an FTP server BI Inbox is not a valid destination for dynamic recipients because they do not have a user account in the Bl platform To use a dynamic recipient source specify a column for each of the following values e Recipient ID required e Fullname of recipient e Email address The Recipient ID column determines the number of dynamic recip
53. recipients and you want to embed a link to the Enterprise location in the email body select both Email and Default Enterprise Location as destinations The destination you chose appears in the Show options for selected destinations list If you selected multiple destinations options appear for the last check box you selected If necessary select a destination to configure in the Show options for selected destinations list Options for the destination appear Optional To choose a name for the publication select Use Specific Name and enter a name or select a placeholder in the Add placeholder list If you do not choose a name a system generated name is assigned to a publication When the publication runs a value will be inserted in each placeholder Optional If you selected Use Specific Name and the publication contains multiple documents that you want to assign individual names to select the Specific Name per Document check box and enter a name or select a placeholder in the Add placeholder list for each document If you do not choose a name the same system generated name is assigned to each document Email only To embed a link to the Enterprise location in the email body position the cursor in the Message box and select Viewer in the Add placeholder list under the box The placeholder S I_VIEWER_URL is inserted in the email body It will be replaced by a link when the publication runs If you are unable to embed a link confirm
54. setting determines how text files appear and are formatted Table 9 Separated Values CSV format Option Description Use the export options defined in the report Select this check box to use the export options defined in a report You cannot set any other formatting options Delimiter Enter the character to use as the delimiter Separator Tab check box Enter the character to use to separate values or select the Business Intelligence Launch Pad User Guide Scheduling objects 2014 SAP SE or an SAP affiliate company All rights reserved 67 AAN Option Description Mode Select Standard Mode or Legacy Mode When you select Standard Mode you can choose report page and group sections to include in an instance When you select Legacy Mode mode you cannot choose report page or group section options Report and page If you chose Standard Mode select Export or Do not export to indicate whether to ex sections port report and page sections If you selected Export select the Isolate report page sections check box if you want to isolate the report and page sections Group sections If you chose Standard Mode select Export or Do not export to indicate whether to ex port group sections If you selected Export select the Isolate group sections check box if you want to isolate the group sections Table 10 XML Description Use the export options Select
55. software Your administrator configures default values for preferences in the Central Management Console CMC in the BI platform You can optionally modify some preferences in the BI launch pad However if the administrator updates the default preferences for your user group in the CMC the launch pad reverts to those preferences 1 Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 1 On the header panel click Preferences The Preferences dialog box appears showing general preference options In the Preferences dialog box click General Clear the Use Default Settings Administrator defined check box To restore the default Bl launch pad preferences set in the CMC by your administrator and apply any updates implemented after you customized Bl launch pad preferences select Use Default Settings Administrator defined The options in the Preferences dialog box revert to their default values and are read only 4 Choose the view to display when the launch pad starts a Todisplay the Home tab select Home tab and choose one of the following options o Tochoose the default view that your administrator configured select Default Home tab If your administrator did not configure a default Bl launch pad view th
56. support in a business As an employee with access authorization you can use BEx web applications to evaluate historical or current data at various levels of detail and from different perspectives on the web and in Microsoft Excel You can access data from the SAP Enterprise portal or from the BI launch pad in the BI platform Before you can open BEx web applications in the launch pad your system administrator must configure a platform server and a connection to a BW system Authors of BEx web applications format data from SAP BW in the BEx Web Application Designer using web items analysis filter pane chart map document and so on Once the platform server and connection to a BW system are configured you can open BEx web applications in the launch pad navigate the data and save the navigational state of BEx web applications as bookmarks in your browser favorites Business Intelligence Launch Pad User Guide 170 O 2014 SAP SE or an SAP affiliate company All rights reserved Applications and the BI launch pad For information about BEx web application features go to the SAP Help Portal at http help sap com and select lp SAP NetWeaver gt SAP NetWeaver 1 14 3 1 Accessing BEx web applications in the BI launch pad i Note You can use information broadcasting only in BEx web applications that run in a SAP NetWeaver landscape not in BI launch pad or BI platform Information broadcasting requires SAP NetWeaver components such as the E
57. the font font size in points and font color for items in the table of contents 4 Set the page number format for the merged PDF file a Select the Apply Running Page Numbers check box The format options for page numbers appear b Inthe Number Format box enter a format for page numbers By default the format is set to Page amp p of amp P You can change the format but you must use sp as a placeholder for the current page number and P as a placeholder for the total number of pages c Inthe Number Location list select the page number orientation for the merged PDF file d Inthe Number Font list select the font font size in points and font color for the page numbers e Ifyou want the table of contents to have page numbers select the Apply page numbers to Table of Contents pages check box 5 Set recipient logon credentials and permissions for recipient actions a Select the Set Restrictions check box b Inthe User Password box enter the password that recipients must enter to view the merged PDF file c Inthe Owner Password box enter the password that recipients must enter to edit the merged PDF file d To allow recipients to print the PDF file select the Allow Printing check box e Toallowrecipients to modify the PDF file select the Allow Modification of Contents check box f Toallow recipients to copy and paste PDF contents select the Allow Copy and Paste Required for Embedded Flash Objects to Run check box
58. the only user with access to your My Favorites folders in the launch pad although ad ministrators can manage them Corporate categories are typically created by the administrator or by users who have appropriate ac cess rights If you have the appropriate rights you can create corporate cate gories To view corporate categories expand the Categories drawer You can create any num ber of personal categories to organize your objects The categories you create are available when you ex pand the My Documents drawer and click Personal Categories 6 1 1 Creating a folder or category 1 On the Documents tab go to the location where you want to create a folder or category o To create a personal folder expand the My Documents drawer and click My Favorites o Tocreate a public folder expand the Folders drawer o To create a personal category expand the My Documents drawer and click Personal Categories o Tocreate a corporate category expand the Categories drawer 2 Select New gt Folder Jor New gt Category 1 3 When prompted enter a name for the new folder or category 4 Click OK After the folder or category is created you can add objects to it if you have appropriate access rights to the object s Business Intelligence Launch Pad User Guide Working with content objects 2014 SAP SE or an SAP affiliate company All rights reserved 45 6 12 Setting the properties o
59. the platform displays the name and description in the same language as the product locale 3 If option 1 or 2 is not feasible the platform displays the name and description in the object s source language 4 3 1 Setting locale and time zone preferences Select the locale and PVL to ensure that scheduled objects are processed in the time zone you are working in Before scheduling objects check the time zone selected for the BI launch pad The default time zone is local to the web server that is running the BI platform not to the Central Management Server CMS computer that your machine connect to i Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 1 On the header panel click Preferences In the Preferences dialog box click Locales and Time Zone In the Product Locale list select a language for the launch pad user interface This option determines in which language the names and descriptions of multilingual objects will appear when viewing objects 4 Inthe Preferred Viewing Locale list select a locale This option determines the formatting convention used for dates numbers and time when viewing objects In the Current Time Zone list select your time zone Click Save amp Close 4 4 Setting Crys
60. this check box to use the export options defined in a report You cannot set any defined in the report other formatting options XML Exporting Formats Choose an XML export format such as Crystal Reports XML 7 15 Selecting a destination You can schedule an object instance to be sent to a destination on your computer on a network at a default file location in email on a FTP server orin SAP Jam or SAP StreamWork if available The destinations available depend on which destinations your system administrator enabled and on your access rights If your administrator specified a destination for an object that destination option is listed in the Schedule dialog box You may be able to set options for the destination or to select a different destination For most destinations you must provide additional information 1 On the Documents tab right click the object to select a destination for and select Schedule 2 Inthe Schedule dialog box click Destinations The Destinations dialog box appears The options available depend on which destination you chose Select a destination in the Destination list To save a copy of the instance select the Keep an instance in the history check box To use the default settings for the destination select the Use default settings check box Set the remaining destination options as needed Click Schedule NOS w Business Intelligence Launch Pad User Guide 68 2014 SAP SE or an SAP affiliate c
61. to modify the design of a Web Intelligence document Select With Data to modify data in the document or Structure only to modify the document structure 5 6 2 Opening the navigation map in a Web Intelligence document Use the navigation map to locate reports in a Web Intelligence document 1 Open the Web Intelligence document that contains the reports the locate 2 On the viewer toolbar select Web Intelligence gt Side Panel Normal 3 On the side panel click E The navigation map appears on the side panel 5 6 3 Showing user prompts in a Web Intelligence document Click the user prompt input icon to gather user information in a Web Intelligence document The information that prompts gather from users may determine which data appears in a Web Intelligence document For example in a document used by sales a prompt may ask users to choose a region When a user chooses a region the document includes results for that region instead of results for all regions in the document 1 Open the Web Intelligence document that contains user prompts 2 On the viewer toolbar click Web Intelligence gt Side Panel Normal 1 3 On the side panel click E The User Prompt Input pane appears on the side panel Business Intelligence Launch Pad User Guide 42 O 2014 SAP SE or an SAP affiliate company All rights reserved Viewing objects 5 6 4 Finding text in a Web Intelligence document Open the Web Intelligence docume
62. to the daily Claim Number alert and chooses to receive her alert notification by email After a week the number of auto insurance claims reaches 10 000 meeting the alert s condition and triggering the alert Julie receives an email notification and realizes that auto insurance claims have increased dramatically She informs her manager and recommends launching a campaign to promote safer driving habits Business Intelligence Launch Pad User Guide Alerting 2014 SAP SE or an SAP affiliate company All rights reserved 161 13 1 1 Alert sources Monitoring uses alerting to notify system administrators of changes in the overall health of the Bl platform Alerts based on monitoring probes are located in the Monitoring Events folder in the Events area of the CMC For more information about monitoring see the SAP BusinessObjects Business Intelligence Platform Administrator Guide Objects created in applications such as Information Steward and Event Insight also use alerting For more information see the application s documentation Object that supports alerting Description Crystal reports Crystal reports can contain multiple alerts When you add a report containing alerts to the repository the Bl platform automatically creates event objects that correspond to each alert in the report Event objects are located inthe Crystal Reports Events folder under Events in the Central Management Console CMC You can search for alerts using Content
63. under Source Documents the Crystal reports and PDF files that you want to merge must appear in the correct order e Inthe launch pad in the Schedule dialog box under Formats the PDF check box must be selected as a format for each Crystal report that you want to include in the merged PDF file e Inthe launch pad in the Schedule dialog box under Destinations the Merge Exported PDF check box must be selected for each destination that you want to send the merged PDF file to To ensure that Crystal reports will appear in the table of contents of the merged PDF file for each Crystal report listed select the report in the Documents list in the Formats area clear the Use the export options defined in the report check box and select the Create bookmarks from group tree check box 1 Right click a Crystal report to format a merged PDF file for and select Schedule 2 Inthe Schedule dialog box click Merged PDF Options in the navigation list 3 Create a table of contents for the merged PDF file a Select the Create Table of Contents check box The format options for the table of contents appear b Inthe Title box enter a title for the table of contents c Inthe Title Font list select the font font size in points and font color for the title of the table of contents Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 135 d Inthe tem Font list select
64. 8 12 12 1 Publication results Now to VIEW gt pu vicaag bis det eaa hese eae A diapa Gai e 107 Working with publications 0 06 0c eee 109 Creating a publication in the Bl launch pad 2 ee 109 Creating a publicationiin the CMC s itre aopean baer Re ee ee Hl aa pace eRe WR eS 109 Publications for Enterprise or dynamic recipients 00 0 0 ee 110 11 3 1 Creating a publication for Enterprise recipients aoaaa aaa ee 110 11 3 2 Creating a publication for dynamic recipients 2 0 ee 111 Publications for SAP recipients suecos ls da eae bats a o bag pa 112 Publications for Live Office 24 nt ce ac SANSA APA SR AOR A EME Oe AAR BAS nas 113 D signing publications esos teeters koe ele Se a ee eel a we ee a ee a 113 11 6 1 Opening a publications vay 2i a 2 acne Mie a hack a eine eed tale t 113 11 6 2 Defining general properties for a publication 2 00 00 ee 114 11 6 3 Adding source documents lt cared daw ene EA ae Re eee a AS ae Re 114 11 6 4 Selecting a destination for a publication 00 0 ce ee 114 116 5 Selecting a recurrence pattern 2 0 0 ee ee 121 11 6 6 Selecting personalized placeholders for publication source documents 124 11 6 7 Selecting personalized placeholders for email fields 2 0 0 0 00 eee ee 124 116 8 Embedding content from a dynamic source document in an email 125 116 9 Designing Crystal r ports c25 204 oie ra oe b
65. As far as possible SAP documentation is gender neutral Depending on the context the reader is addressed directly with you or a gender neutral noun such as sales person or working days is used If when referring to members of both sexes however the third person singular cannot be avoided or a gender neutral noun does not exist SAP reserves the right to use the masculine form of the noun and pronoun This is to ensure that the documentation remains comprehensible Internet Hyperlinks The SAP documentation may contain hyperlinks to the Internet These hyperlinks are intended to serve as a hint about where to find related information SAP does not warrant the availability and correctness of this related information or the ability of this information to serve a particular purpose SAP shall not be liable for any damages caused by the use of related information unless damages have been caused by SAP s gross negligence or willful misconduct All links are categorized for transparency see http help sap com disclaimer Business Intelligence Launch Pad User Guide 174 2014 SAP SE or an SAP affiliate company All rights reserved Important Disclaimers and Legal Information Business Intelligence Launch Pad User Guide Important Disclaimers and Legal Information 2014 SAP SE or an SAP affiliate company All rights reserved 175 www sap com contactsap contain pro These mate for informa of any kind warranties should be c SAP and
66. E AOA EENE E AS E EEE at es db dl 173 Business Intelligence Launch Pad User Guide 2014 SAP SE or an SAP affiliate company All rights reserved Table of Contents 1 Document history Version SAP BusinessObjects Business In telligence Platform 4 1 Date May 2013 Description e Support for SAP Jam was added When integrated SAP Jam adds social media and col laboration features to the Bl launch pad e Additional collaboration access rights were added for users and groups The collaboration feed panel includes a drop down list of instances and times and a button for following or unfollow ing a feed Automatically follow all related instances when you follow a template document in SAP Jam or SAP StreamWork Comments on instances are posted only for the instance e You can open OpenDocument links to documents and instan ces on a tab or via the link When viewing a document or in stance via an OpenDocument link open the SAP StreamWork feed panel to monitor or reply to a document feed e An Add File Extension check box was added to the Destinations dialog box SAP BusinessObjects Business In telligence Platform 4 1 Support Package 1 August 2013 This guide was updated to include the following information You can run one session of the Bl launch pad at a time Use tabs or windows depending on your config uration to view multiple objects and applications SAP BusinessObjects Business In
67. E or an SAP affiliate company All rights reserved 35 eT Toolbar option Description Click a button to go to a page in a Crystal report e Click to go to the first page e Click to go to the previous page e Click to go to the next page e Click to go to the last page ln 11 Displays the number of pages in a Crystal report To go to a particular page in a report enter the page number in the box A Click to search for text in a Crystal report e Select a percentage in the list to zoom or reduce text in a Crystal report by that percentage 5 5 14 Crystal Reports viewer 2011 Use SAP Crystal Reports viewer 2011 to view downloaded Crystal reports without connecting to the Bl platform SAP Crystal Reports viewer 2011 is installed on your computer automatically Use it to perform the following tasks e Print or export reports e Save reports e Select data to view e Drill down on data in reports e View multiple reports SAP Crystal Reports viewer 2011 functions the same as Crystal report viewers in the Bl launch pad For more information about SAP Crystal Reports viewer 2011 see the SAP Crystal Reports Viewer 2011 Help 5 5 1 4 1 Installing Crystal Reports viewer 2011 When you install the Crystal Reports viewer 2011 it resides as a client software viewer on your computer This task applies only to the English language version of the www sap com web site 1 Ina browser goto http www sap com so
68. E or an SAP affiliate company All rights reserved About publishing Publication destination Actions you can perform on the Instance is saved to publication Sent for collaboration with other e Send or schedule Crystal re One of the following collaboration users ports and Web Intelligence applications documents to collaboration ac e SAD jam tivities e SAP StreamWork e Monitor feeds e Follow documents and instan ces to track comments and dis cussions e Post comments on documents and instances and view com ments posted by other users about public documents 10 3 5 Publication formats A format defines the file type for a document in a publication You can publish a single document in multiple formats each format you choose will result in an instance of the document Each instance can be delivered to multiple destinations For publications with multiple documents you can specify a different format for each document For publications that contain Web Intelligence documents you can publish a whole document or a report tab in a document to multiple formats The formats you choose for a document apply to all recipients of the publication For example you cannot publish a document as a Microsoft Excel file for one recipient and a PDF file for another recipient If you want recipients to receive instances in both formats each recipient must receive an Excel file and a PDF file Related Information Selecting the
69. Example finance report Description Separating search terms with a space im plies an AND separation This technique produ ces results when all words in the search text are found in a docu ment Use an asterisk or a question mark as a wild card character sales 199 L st sales 199 1 st Do not use a mix of lowercase and uppercase letters in search text The first example produces results that contain the word sales and any year from 1990 to 1999 The second ex ample produces results that con tain the words last list or lost Put search text in quotation marks 56 2014 SAP SE or an SAP affiliate company All rights reserved total sales growth total sales growth This technique produces results when the exact search text is found in a docu ment Business Intelligence Launch Pad User Guide Working with content objects Technique Precede search terms with a plus sign Example episode I Example episode I Description This technique produces results when all words in the search text are foundina document Precede search terms with a plus sign to search for words that are typically fil tered out during a search for ex ample a for by is the Precede search sign terms with a minus Europe sales revenu Europe sales revenue This technique produces
70. Historical instances are saved to the default Enterprise server but not to any other destination Bl Inbox options Description Destination Bl Inbox Business Intelligence Launch Pad User Guide 74 O 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects AAA Option Description Keep an instance in Select this check box to retain a copy of this instance in the object s history This check the history box is selected by default Clear this check box if you want the BI platform to automatically delete the instance from the Output FRS to minimize the number of instances on the server Use default settings Select this check box to use the default Adaptive Job Server values for Bl Inboxes If you do not want to use the default Adaptive Job Server values clear this check box and set the destination recipient options that appear Available Recipients and Selected Recipients In the Available Recipients list select users or user groups to send the instance to and click gt to add the users or groups to the Selected Recipients list Find title if available Enter a recipient s user name full name or email address in the Find title box to quickly locate the user in the Available Recipients list Target Name e Touseasystem generated file name for the instance select Use Automatically Generated Name e Tochoose a file name for the instance se
71. If a publication contains more than one source document the Add placeholder list for Use Specific Name contains personalized placeholders only if all source documents were filtered on the same field The following personalized placeholders are available for reports e fieldname_VALUE For example when you select the Email Address placeholder S _EMAIL_ADDRESS appears in the Use Specific Name box At run time the placeholder is replaced by the value of the field used to filter the report This placeholder is unique for each recipient e fieldname_NAME For example when you select the Title placeholder S _Name appears in the Use Specific Name box At run time the placeholder is replaced by the actual name of the field This placeholder is the same for all recipients Related Information Selecting personalized placeholders for publication source documents page 124 Business Intelligence Launch Pad User Guide 104 2014 SAP SE oran SAP affiliate company All rights reserved About publishing You select personalized placeholders for a publication in the Schedule dialog box 10 3 6 2 Personalized placeholders for email fields A placeholder is a container for variable data You can use personalized placeholders in the Subject box and the Message box when sending a publication via email For each filter used in a report during personalization the following placeholders appear in the Add placeholder list e Field Query 1 VALUE
72. Notification Not in use 4 For successful publication jobs to receive email notification at default recipient email addresses select the A job ran successfully check box and select Use the Job Server s defaults to use the default addresses on the Adaptive Job Server 5 For successful publication jobs to receive email notification at specified recipient mail addresses select the A job ran successfully check box select Set the values to be used here and perform the following actions a Inthe From box enter the email address or a name to send the notification from b Inthe To box enter the email address of each recipient who should receive the notification c Inthe Cc box enter the email address of each additional recipient who should be copied on the notification d Inthe Subject box enter the subject of the notification e Inthe Message box enter a message to accompany the notification 6 For failed publication jobs to receive email notification at default recipient email addresses select the A job failed to run check box and select Use the Job Server s defaults to use the default addresses on the Adaptive Job Server 7 For failed publication jobs to receive email notification at specified recipient mail addresses select the A job failed to run check box select Set the values to be used here and perform the following actions a Inthe From box enter the email address or a name to send the notification from b Inthe
73. OK For example if your view is filtered by object type click Y onthe Type column select the All Types check box and click OK 6 7 Copying a content object You can copy content objects and save the copies in folders that you have access rights to This enables you to edit a new object while keeping the original version of the object The Copy command copies objects to a clipboard it does not create a copy of the object in the same folder 1 On the Documents tab expand the Folders drawer and select the content object to copy To simultaneously copy multiple objects hold down the CTRL or su1FT key and click objects to select them 2 Select Organize gt Copy 1 The object is copied to a clipboard Locate and select the folder where you want to put the copy 4 Select Organize gt Paste 1 6 8 Moving a content object 1 On the Documents tab expand the Folders drawer and select the content object to move 2 Select Organize gt Cut 1 The object is copied to the clipboard 3 Locate and select the folder where you want to put the object 4 Select Organize gt Paste 1 The content object exists only in the folder where you pasted it Shortcuts to the object continue to function properly 6 9 Deleting a content object You must have appropriate access rights before you can delete objects 1 On the Documents tab select the content object to delete 2 Select Organize gt Dele
74. P SE or an SAP affiliate company All rights reserved 99 File System If you are sending the publication to the File System destination and some recipients share identical personalization values you can clear the Deliver objects to each user check box to decrease overall processing time When you clear Deliver objects to each user placeholders used when configuring destinations will contain the publisher s not the recipient s information Publication destination Actions you can perform on the Instance is saved to publication A directory on a file system e Use the default settings forthe e Output File Repository Server destination e Selected file location You must enter the directory for the publication e Enter a user name and pass word to access the file location e Deliver objects to individual users e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box e Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file SAP StreamWork This destination is available if collaboration is configured and enabled in the BI platform Business Intelligence Launch Pad User Guide 100 2014 SAP S
75. S name is correct b Enter your user name and password c Inthe Authentication list select the authentication type 3 Click Log On Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 145 4 Click My Inbox 5 Double click the instance to view 11 7 6 Redistributing a publication instance When you want to resend an instance to a recipient but do not want to rerun an entire publication you can redistribute successful publication instances to all or some of the original recipients Only recipients specified when the publication was originally run can receive redistributed instances 1 Perform one of the following actions o Inthe Bl launch pad right click a publication and select History o Inthe Central Management Console CMC right click a publication and select Ip Actions gt History 1 2 Inthe History dialog box select a successful publication instance Perform one of the following actions o Inthe launch pad select Ip More Actions Reschedule o Inthe CMC select Actions Reschedule J 4 Choose which recipients will receive redistributed instances o Toredistribute an instance to Enterprise recipients click Enterprise Recipients and click the gt button to move recipients from the Available list to the Selected list o Toredistribute an instance to dynamic recipients a Click Dynamic Recipients and confirm that columns map
76. Search Only reports created in the platform support alerting and allow users to subscribe to alert notifications when the reports are added To subscribe locate the report and perform the subscription task on the report object Events file based schedule based and custom You can enable alerting for any event 13 1 2 Differences between alerting and Crystal report alert notifications In earlier versions of the BI platform you could configure Crystal report alert notifications when you scheduled reports The platform still supports this functionality for reports created in SAP Crystal Reports Key difference Alert notifications in Crystal reports Alerting in BI launch pad Supported objects Reports created in Crystal Reports e Reports created only in Crystal Reports e Events e Monitoring probes e Information Steward alerts e Event Insight alerts Supported destinations Email e My Alerts in Bl launch pad e Email Business Intelligence Launch Pad User Guide 162 O 2014 SAP SE or an SAP affiliate company All rights reserved Alerting Key difference Alert notifications in Crystal reports Alerting in BI launch pad Usage You configure alerts when you sched You subscribe to alert notifications from the ule a Crystal report alert source and can change a subscription as needed Recipients can include Enterprise users or dynamic users You must Recipients can be Enterprise users or dy manually en
77. Testing a publication Use test mode in the Bl launch pad to send a publication to yourself before sending it to recipients You receive the same information that recipients will receive Destinations are automatically updated so that your BI Inbox or your email address is used instead of publication recipients Bl Inbox or email address If necessary you can exclude selected recipients from the original group of recipients in test mode 1 Right click the publication to test and select Test Mode 2 Optional In the Test Mode dialog box modify the list of Enterprise recipients a Click Enterprise Recipients b Under Available select users or groups and click the gt button to move the users or groups to the Selected list or the Excluded list 3 Optional Modify the list of dynamic recipients a Click Dynamic Recipients b Under Choose the source for the dynamic recipients select Web Intelligence Report Dynamic Recipient Provider or Crystal Reports Dynamic Recipient Provider in the list 4 Click Test The publication runs in test mode and once done is sent to intended test recipients 11 7 2 Scheduling a publication to run When scheduling a publication you can use the default recurrence pattern or enter new values and you can change the recipients each time you schedule a publication A publication must be designed and saved before it can be scheduled to run Business Intelligence Launch Pad User Guide Working wit
78. To box enter the email address of each recipient who should receive the notification c Inthe Cc box enter the email address of each additional recipient who should be copied on the notification d Inthe Subject box enter the subject of the notification e Inthe Message box enter a message to accompany the notification 8 Click Schedule 11 6 11 6 Enabling auditing notification for a publication job in the CMC Enable audition notification when you want to audit successful or failed publication jobs You can enable auditing notification only in the Central Management Console CMC You cannot enable it when designing a publication in the Bl launch pad For more information about auditing see the SAP BusinessObjects Business Intelligence Platform Administrator Guide Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 141 1 Inthe CMC go to the Folders management area and locate the publication job to enable auditing notification for 2 Right click the publication job and select Schedule In the Schedule dialog box expand Additional Options click Notification and expand Audit Notification Not in use 4 To audit successful publication jobs select A job ran successfully To audit failed publication jobs select A job failed to run Click Schedule 11 6 11 7 Selecting a profile resolution method in the CMC Select a profile resolution
79. a report as text strings strings Show gridlines Select this check box to view grid lines in exported documents Business Intelligence Launch Pad User Guide Scheduling objects O 2014 SAP SE or an SAP affiliate company All rights reserved 65 Table 2 Microsoft Excel 97 2003 Data Only and Microsoft Excel Workbook Data only formats Option Description Use the export options defined in the report Set Column Width Select this check box to use the export options defined in a report You cannot set any other formatting options e To set the width of Excel columns based on objects in a report select Column width based on objects in the and choose a report area from which to take the col umn width in the list e Toseta constant column width select Constant column width in points and en ter the width in the box Export object formatting Select this check box to preserve the object formatting Export images Select this check box to export the images in a report Use worksheet functions for summaries Select this check box to use summaries in a report to create worksheet functions in Excel Maintain relative object position Select this check box to maintain the position of objects relative to one another Maintain column alignment Select this check box to preserve the alignment of text in columns in a report Export page header and page footer Select this check box to inc
80. a server group option and click Schedule 11 6 11 4 Adding a publication extension in the CMC A publication extension is a library of code that applies business logic to publications You must add a publication extension before you can use the extension in a publication Before you can use a publication extension deploy the extension on all computers that run the Adaptive Processing Server and then restart the Adaptive Processing Server and other servers that host a Publishing Service The location of the server varies depending on the operating system e n Windows the server is located at lt InstallDir gt SAP BusinessObjects SAP BusinessObjects Enterprise XI 4 0 java lib e n Unix the server is located at lt InstallDir gt sap bobj enterprise xi40 java lib You can add publication extensions only in the Central Management Console CMC You cannot add them when designing a publication in the BI launch pad To define the order in which to execute publication extensions click Move Up or Move Down under the Before Publication Delivery list or the After Publication Delivery list For more information about publication extensions see the SAP BusinessObjects Business Intelligence Platform Java SDK Developer Guide In the CMC go to the Folders management area and locate the publication to add a publication extension to Right click the publication and select Properties In the Properties dialog box expand Additional Options in the
81. ail Address place holder to the Bcc box e Enter a subject or add place holders to the Subject box e Enter information to deliver with the publication or add place holders and embed a dynamic content document in the body of the email in the Message box e Attach source document in stances to an email e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box Business Intelligence Launch Pad User Guide 118 O 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications Publication destination Actions you can perform on the Instance is saved to publication e Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file FTP Server If you are sending the publication to the FTP Server destination and some recipients share identical personalization values you can clear the Deliver objects to each user check box to decrease overall processing time When you clear Deliver objects to each user placeholders used when configuring destinations will contain the publisher s not the recipient s information Publication destination Actions you can perform on the Insta
82. ain mandatory variables in SAP BW data sources 1 On the Documents tab right click the object to edit parameter prompt values for and select Schedule 2 Inthe Schedule dialog box click Prompts in the navigation list The way that parameter prompt options appear may differ from object to object depending on how your system administrator has configured the parameter or prompt For example program objects may appear in an Argument box If the Prompts button is not available the content object does not contain parameters or prompts 3 Crystal reports only In the Prompts dialog box click Edit Values and edit a parameter value Web Intelligence documents based on SAP BEx queries only In the Prompts dialog box click Modify to edit a prompt value or Clear to remove the value The SAP BW data source must be able to process the value provided for a prompt If the data source cannot process a value document execution will fail For example SAP BW exit or customer exit variables are often used as dynamic variables in prompts If the Clear button is not available your administrator can enable it by setting bex dynamic variable schedule true in the lt Instal1Dir gt lt WebAppServer gt webapps boe web inf config custom AnalyticalReporting properties file For instructions see the Business Intelligence Platform Administrator Guide 5 Click Schedule 11 6 11 2 Selecting events to trigger a publication Event based scheduli
83. ain mandatory variables in SAP BW data sources 1 On the Documents tab right click the object to schedule parameters prompts for and select Schedule 2 Inthe Schedule dialog box click Prompts The way that parameter prompt options appear may differ from object to object depending on how your system administrator has configured the parameter For example program objects may appear in an Argument box If the Prompts button is not available the object to schedule does not contain parameters prompts 3 Crystal reports only In the Prompts dialog box click Edit Values to edit a parameter value Web Intelligence documents based on SAP BEx queries only In the Prompts dialog box click Modify to edit a prompt value or Clear to remove the mandatory variable value for a prompt The SAP BW data source must be able to process the value provided for a prompt If the data source cannot process a value document execution will fail For example SAP BW exit or customer exit variables are often used as dynamic variables in prompts If the Clear button is not available your administrator can enable it by setting bex dynamic variable schedule true in the lt Instal1Dir gt lt WebAppServer gt webapps boe web inf config custom AnalyticalReporting properties file For instructions see the Business Intelligence Platform Administrator Guide 5 Click Schedule 7 18 Scheduling an object with events When you schedule an object with
84. an eu tera dsaa due ade adee eee ayaddawea ta ee oles 153 12 21 Collaboration drawers cicada Soe A A et hea hak A a db dice ae 154 Business Intelligence Launch Pad User Guide Table of Contents 2014 SAP SE or an SAP affiliate company All rights reserved 5 12 3 12 4 12 5 12 6 12 7 13 13 1 13 2 13 3 13 4 13 5 14 14 1 14 2 14 3 15 15 1 15 2 15 3 15 4 15 5 12 22 Opening thefeed panels r s i c005 45 248 a Babee Rete PR ea 154 12 2 3 Resizing the feedpanel 2 eee 155 Access rights for collaboration applications oooooooocoooooo ee 155 Displaying an SAP StreamWork custom home Page oocoocococooco 155 Document feeds ra id A a A DA ee Rd AA 156 12 5 1 Refreshinga feeds rusa ia o rt tap de id tees bed o ib 156 12942 HENO WINS AECA a IAE AA ead FP snd ad IEA awed 156 125 3 Viewing collaboration comments for an instance 0nanewtabD o oooococooccocoo eee 156 125 4 Viewing collaboration comments via an OpenDocument lidk oo oooo ooo ooo 157 125 5 Posting acommentto ae arma cs a dd A a wee ceda 158 125 6 Stopping following afeed siatie dea M a aaan aariate ee 158 Scheduling content to SAR StreamWork sasi E unsa a wie ohne ed Pade aa bee 158 sending content to SAP StreamWork ir E RRE 159 Alerting eia a ne cose a in ane eee ales w Spa aE E E a a ao a ee 161 Alert CONCEDES or 4 1 E AAA ATA 161 13 1 1 Alert Soule Sasra ta oe ets SAT aes pce ed AY a A ey ee N 162 13 1 2 D
85. and distributed only to clients who owe payments If a Crystal reports publication is scheduled to print when the publication runs the print job occurs regardless of whether a document in the publication fails to meet a delivery rule and is not delivered to a recipient This is because print jobs are processed during personalization and delivery rules are applied to publications after personalization Business Intelligence Launch Pad User Guide 94 O 2014 SAP SE or an SAP affiliate company All rights reserved About publishing Related Information Optional Selecting a global delivery rule for a Crystal report page 135 You select a global delivery rule for a Crystal report in the Schedule dialog box Optional Selecting a recipient delivery rule for a Crystal report page 134 You select a recipient delivery rule for a Crystal report in the Schedule dialog box 10 3 3 Dynamic recipients Dynamic recipients are publication recipients who do not have user accounts in the BI platform but do have user information in an external data source such as a database or an LDAP or AD directory To distribute a publication to dynamic recipients use a dynamic recipient source a document or custom data provider that provides information about publication recipients outside of the platform You can use one dynamic recipient source per publication to link directly to an external data source and retrieve the latest data for dynamic recipients Dynamic
86. and print reports edit parameters and export reports to a variety of formats You can access the web viewer in a browser without downloading a plug in It is the only Crystal report viewer that can access the parameter panel or that displays SAP Crystal Reports for Enterprise reports For online access to Crystal reports through the Central Management Console CMC use the default DHTML web viewer Do not use the legacy Java viewer which does not provide the same functionality as the DHTML viewer 5 5 1 1 1 Web viewer toolbar Toolbar option Description File menu Use this menu to open a Crystal report from the BI repository send a report to a recipient create a shortcut inthe My Favorites folder schedule a re port and view report history 9 and Y Click 9 to go to the previous page in a Crystal report or o to go to the next page 3 Click to print a Crystal report Click to refresh a Crystal report to the most current data from the report s data source E Click to export a Crystal report to your computer or to a location on a net work Business Intelligence Launch Pad User Guide Viewing objects 2014 SAP SE or an SAP affiliate company All rights reserved 31 Toolbar option Description RTM E Click to go to the previous page in a Crystal report or ito go to the next page select Go to First Page and Go to Last Page in the list to go to the first or last page in a report or enter a page num
87. any All rights reserved 103 To view a list of recipients who will receive unpersonalized publication instances after personalization select Ip Additional Options gt Advanced Jin the New Publication dialog box and select the Display users who have no personalization applied check box Related Information Personalizing a Crystal report using parameter values page 126 You personalize a Crystal report in the Schedule dialog box Personalizing a Crystal report by filtering fields page 126 You personalize a Crystal report in the Schedule dialog box Personalizing a Web Intelligence document with a global profile target page 137 You can personalize a Web Intelligence document for Enterprise recipients by filtering with a global profile target Personalizing a Web Intelligence document by filtering fields page 138 Personalized placeholders for publication source document names page 104 A placeholder is a container for variable data Adding personalized placeholders to source file names can help recipients identify filtered data 10 3 6 1 Personalized placeholders for publication source document names A placeholder is a container for variable data Adding personalized placeholders to source file names can help recipients identify filtered data Recipients who belong to multiple user groups with different personalization values can distinguish between multiple versions of the same source document without viewing its contents
88. aracter separated values csv file Web Intelligence docu Web Intelligence Publishes a Web Intelligence document in its original ments wid format 10 3 6 Personalization Personalization is the process of filtering data in source documents so that only relevant data appears to publication recipients Personalization alters the view of data but does not change or secure the data being queried from the data source The following diagram illustrates how personalization works For example an unpersonalized report contains data types 1 2 and 3 When personalization is applied to the report users receive only data that is relevant to them User 2 receives only data type 2 User 1 receives only data type 1 and User 3 receives only data type 3 QIS To personalize source documents e For Enterprise recipients you must apply a profile when you design a publication Before you can use profiles to personalize data for Enterprise recipients the profiles must be configured in the BI platform If you need profiles added to the platform contact your system administrator e For dynamic recipients you can map a data field or column in the source document to data in the dynamic recipient source For example you can map a Customer ID field in a source document to the Recipient ID field in the dynamic recipient source Business Intelligence Launch Pad User Guide About publishing 2014 SAP SE or an SAP affiliate comp
89. are personalized processed and delivered in a publication 10 3 2 Delivery rules Delivery rules affect how documents in publications are processed and distributed When you set delivery rules on documents the publication is delivered to recipients only if the content in the documents meets certain conditions 1 Note This feature is not available for Web Intelligence documents There are two types of delivery rules Business Intelligence Launch Pad User Guide 92 2014 SAP SE or an SAP affiliate company All rights reserved About publishing ez Delivery rule Description Global delivery rule If the data in a designated document meets the deliv ery rule the publication is delivered to all recipients The designated document for a global delivery rule can be different from the document or documents used ina publication For example you can set a global delivery rule on a document that is used as a dynamic recipient source instead of on a document in the publication Recipient delivery rule If the data in the recipient s instance meets the delivery rule the instance is delivered to all recipients If a publication has both a global delivery rule and recipient delivery rules the global delivery rule is evaluated first to determine whether the publication will be processed If the publication meets the global delivery rule the Bl platform evaluates the recipient delivery rules to determine which instances to pr
90. ation destination Actions you can perform on the Instance is saved to publication Each recipient via email e Use the default settings forthe e Output File Repository Server destination e Specified email recipients e Deliver objects to individual users e Required Enter your email ad dress in the From box If you do not enter your email address the Bl platform uses the email address associated with the publisher s account If the publisher s account has no email address the platform uses the email address for the Adaptive Job Server If there is no email address in the From box the publisher s account or the Adaptive Job Server the publication will fail e Enter recipient email addresses or add the Email Address place holder to the To box e Enter recipient email addresses or add the Email Address place holder to the Cc box e Enter recipient email addresses or add the Email Address place holder to the Bcc box e Enter a subject or add place holders to the Subject box e Enter information to deliver with the publication or add place holders and embed a dynamic content document in the body of the email in the Message box e Attach source document in stances to an email e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box Business Intelligence Launch Pad User Guide Scheduling obj
91. b Intelligence wid format Microsoft Excel xlsx format Adobe Acrobat paf format Comma Separated Values CSV csv format Plain Text txt format 7 1 4 2 Crystal report instance formatting options When you schedule a Crystal report instance to some output formats you may need to set additional options Table 1 Microsoft Excel 97 2003 format Option Description Page Range e Toinclude all pages in a report select All e Toinclude a page range select Pages from enter the first page number to include and enter the last page number to include in the to box Use the export options Select this check box to use the export options defined in a report You cannot set any defined in the report other formatting options Set Column Width e Tosetthe width of Excel columns based on objects in a report select Column width based on objects in the and choose a report area from which to take the col umn width in the list e Toseta constant column width select Constant column width in points and en ter the width in the box Export page header and To choose when to export page headers and footers in an instance select Once page footer Per Report or On Each Page e To exclude page headers and footers from an instance select None Create page breaks for Select this check box to create a page break after each page in a report each page Convert date values to Select this check box to export date values in
92. be sent to a destination in the BI launch pad or to a subscriber email address You can view alert notifications in two ways in the launch pad e Onthe Home tab click Unread Alerts to display a list of your last 10 unread alert notifications e Onthe Documents tab click the My Documents drawer and click My Alerts to display alert notifications The Alert Information dialog box displays the alert message and the date and time when the alert was triggered To display alert information perform any of the following actions e Onthe Home tab click a notification under Unread Alerts e In My Alerts double click an alert title e In My Alerts right click an alert title and select See More 13 2 Subscribing to an alert 1 Right click the alert source in the public folder and select Subscribe 2 Inthe Subscribe to Publication dialog box under Destinations o Tosend the alert notification to a destination in the Business Intelligence Bl system such as the Bl launch pad select the InfoView Inbox check box o Tosend the alert notification to the email address specified for your user account in the BI platform select the Email check box and confirm that your email address is entered correctly This destination is available if an email address is specified for your user account If your email address is specified but is incorrect or not entered you will not receive the alert notification Business Intelligence Launch Pad User Guide 166
93. ber in the box to go to that page Select a percentage in the list to zoom or reduce text in a Crystal report by 100 that percentage 2 Click to display the group tree which you use to navigate through data ina Crystal report Click to show or hide the parameter panel which you use it to change data in areport and to configure how data is displayed You can access the parame ter panel only in the web viewer 5 5 1 2 Web ActiveX viewer Use this viewer to view refresh and print reports and to export reports to various formats The web ActiveX viewer can be used with Microsoft Internet Explorer versions that support ActiveX controls You must download and install the ActiveX component If ActiveX is not installed you cannot use this viewer For assistance download ActiveX or contact your system administrator Business Intelligence Launch Pad User Guide 32 2014 SAP SE or an SAP affiliate company All rights reserved Viewing objects D SAP BusinessObjects Home Documents World Sales Report 2 Welcome Administrator Applications Preferences Help Y Log Off po EM 1 643 fer gt Preview USA Germany England Switzerland u World Sales Report Others CROCAR E EE Top 5 Countries Sales Percent of Total Sales Total Switzerland Italy 5 5 1 2 1 Web ActiveX viewer toolbar Toolbar option Description amp Click to export a Crystal report to you
94. ber to include in the to box Table 6 Microsoft Word Editable RTF format Option Description Page Range e To include all pages in a report select All e Toinclude a page range select from enter the first page you want to include and enter the last page you want to include in the to box Use the export options defined in the report Select this check box to use the export options defined in a report You cannot set any other formatting options Insert page break after each report page Select this check box to insert page breaks after each page in a report Table 7 Plain Text format Option Description Use the export options defined in the report Select this check box to use the export options defined in a report You cannot set any other formatting options Number of Characters per Inch Enter a value between 8 and 16 to indicate the number of characters to include per inch This setting determines how text files appear and are formatted Table 8 Paginated Text format Option Use the export options defined in the report Number of Lines per Page Description Select this check box to use the export options defined in a report You cannot set any other formatting options Enter the number of lines of text to include between page breaks Number of Characters per Inch Enter a value between 8 and 16 to indicate the number of characters to include per inch This
95. cation has been scheduled Enterprise recipients can subscribe to its first recurring instance For example when a publication is scheduled to run twice a week you can subscribe to the first publication instance but not the second one You must have appropriate access rights to a publication before you can subscribe to its instances Only Enterprise recipients can subscribe to or unsubscribe from a publication instance Dynamic recipients cannot subscribe to or from publication instances 1 Perform one of the following actions o Inthe Bl launch pad right click a publication and select History o Inthe Central Management Console CMC select I gt Actions gt History 1 Business Intelligence Launch Pad User Guide 144 2014 SAP SE oran SAP affiliate company All rights reserved Working with publications 2 Inthe History dialog box perform one of the following actions o Inthe launch pad right click the instance and select Subscribe or Unsubscribe o Inthe CMC right click the instance and select Ip Actions Subscribe Jor Unsubscribe 11 7 4 Viewing publications sent to the Default Enterprise Location As a recipient you can view only your own personalized publication instances in the BI platform 1 Perform either of the following actions to start the Central Management Console CMC o In Windows select P Start gt Programs gt SAP Business Intelligence gt SAP BusinessObjects Bl platform 4 gt SAP BusinessObjects Bl
96. ce document instances bh G S E Use this menu to export a Web Intelligence document the current report or data to your computer in the format you choose You can export a document or the current report to PDF Excel Excel 2007 or text format or export data to CSV format Business Intelligence Launch Pad User Guide Viewing objects pm Use this menu to send a Web Intelligence document to an email address to a particular user or via an FTP server The available destinations vary depending on how the BI launch pad is configured Click to undo the previous action Gi Click to redo the previous action O 2014 SAP SE or an SAP affiliate company All rights reserved 41 OEE Toolbar option Description CPE Use this menu to refresh either the current tab in a Web Intelligence document or the entire document Track menu Use this menu to track changes in a document Drill menu Use this menu to drill up or down on Web Intelligence document data and to take a snapshot of the level of analysis revealed during drilling a copy of the report is created and opened on a new tab The options available depend on whether drilling is in progress Filter Bar Click to show or hide the Report Filter toolbar Outline Click to show or hide an outline of the Web Intelligence document Reading menu Use this menu to display a Web Intelligence document in PDF or HTML format Design menu Use this menu
97. ce of an object o ooooo oooooocono eee 85 Fausing Or resuming aninStanGe A at A get adore ee a tok wie pda ee I ee eee 86 9 31 PausINE AN INSTANCS pad e A A e E IA e oe Ree ee 86 9 3 2 Resuming a pausednstance celica a gob bedi A desd nes 86 Deleting instances from your BI Inbox nananana nanana aaea ee 86 About p blishing sse occ E Oe etree ee ot RE ome Poe eke wes 87 Whatis a publicitar Pe ei ae eb has Vata eae tie ek 87 Access rights required for Publishing os sini ia bamnewe eed oc telsned hada nda awe at oe hae 87 10 2 1 Publishers and recipients Who has rights to view what 2 00 00 ee 91 PUBLISHING Concepts Vicker daw io Che be eee ee ed hae eM eae ee ke 91 IU HREPORPDUESHAS art anon ve rsh ERA das aI We A IRALA ade 91 10 93 25 Delivery rules aoii ata tet Aah ed Beda oie Date lel ee BOR SES Sa Aen 92 10337 DYnamMicrecipients ye a o ei Madore A a eel ee Mad are oy fa Wall 95 10 3 4 Publication delivery destinations 2 aasa aa aaaeeeaa 96 10 35 Publication tonmMatsy ii ir ara 101 10 36 bPersonalizatione s a e e A NO eed Bt 103 103 7 PlblicationiextensionS vicio a a eee ahs oe A We ac RS 105 10 3 8 gt SUBSEAPION Sessa mir ala da a ad e ae ees 106 10 3 9 PDF file merging for Crystal reports 0 0 e 106 Business Intelligence Launch Pad User Guide O 2014 SAP SE or an SAP affiliate company All rights reserved Table of Contents 10 4 11 11 1 11 2 11 3 11 4 11 5 11 6 11 7 11
98. chedule or select a name in the list In the Select Activity list enter the name of the activity to schedule or select a name in the list As you type the list of available activities is sorted by your entry The activity you selected appears in the Activity Name box and the activity objectives if defined appear in the Activity Objectives box Optional In the tem Description box enter a description of the content you are scheduling Optional In the Select Activity Type box select the type of activity you are scheduling Optional In the Add Participants box enter each email address to invite to the activity separating the email addresses with a comma SAP StreamWork sends an invitation to each email address you enter Click Schedule The History dialog box appears displaying the scheduled job as an instance with a status of Running 12 7 Sending content to SAP StreamWork You can send Crystal reports Web Intelligence documents and PDF files to SAP StreamWork where you can choose an existing activity or create one The activity determines where a document appears in SAP StreamWork To save the instance in the History dialog box select Keep an instance in the history 1 On the Documents tab right click the document or the instance that you want to send and select Ip Send gt Collaboration 1 The first time you choose this option the SAP StreamWork logon window appears The next time you choose it SAP StreamWork
99. choose a folder that is accessible to all recipients Publication destination Actions you can perform on the Instance is saved to publication The folder it was created in e Merge all exported PDF docu Output File Repository Server ments Crystal reports only e Package the publication as a compressed zip file Historical instances are saved to the default Enterprise server but not to any other destination Business Intelligence Launch Pad User Guide 116 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications BI Inbox Publication destination Actions you can perform on the Instance is saved to publication Each recipient s BI Inbox e Use the default settings forthe e Output File Repository Server destination e Specified BI Inboxes e Deliver objects to individual users To quickly locate a user you can search for a recipient s user name full name or email ad dress in the Find title box e Use the default file name enter a file name or add placeholders If you select Use Specific Name enter a file extension or add the File Extension placeholder in the box e Automatically add the extension to a file name Ifyou do not add a file extension to a file name you may be un able to open the document e Send the publication as a short cut or a copy If you send a publication to a re cipient s Bl Inbox shortcut choose a folder that is accessi ble to all recipients To send a
100. ckage You create and edit object packages in the Central Management Console CMC in the BI platform To add objects to an object package in the CMC a user with appropriate access rights copies the object and pastes it in the object package Components of an object package are separate from the object they were copied from the objects are now components of the object package When you schedule an object package instances are created for each component so that you can simultaneously schedule several objects You cannot schedule one component in an object package without scheduling all components in the package Scheduling an object package is slightly different from scheduling an individual object You set the following scheduling options at an object package level e Recurrence e Destinations e Events e Server group settings You set the following scheduling options for each component in the object package e Notification e Database logon settings e Filters if applicable e Format e Print settings e Parameters or prompts e Arguments if applicable 8 1 Scheduling an object package Locate and select the object package to schedule On the toolbar click Actions and select Schedule in the list that appears In the Schedule dialog box in the Instance Title box enter a name for the instance Click Recurrence and select a recurrence pattern in the Run object list for the object package Click Events and select one or more e
101. ctivity To open the document you may need a viewer To return to the launch pad click the OpenDocument link Business Intelligence Launch Pad User Guide 160 2014 SAP SE or an SAP affiliate company All rights reserved Collaboration 13 Alerting 13 1 Alerting concepts Alerts notify you about changes and notify users and administrators when events are triggered Use alerting to manage objects and events on the basis of exception Subscribing to alerts In the BI platform users and administrators can subscribe to alerts in the BI launch pad or in the Central Management Console CMC Enabling alerts When new reports are created report designers enable alerts As events are triggered notifications are sent to subscriber email addresses or to a Bl system destination for example a launch pad account Viewing alert notifications In the platform users and administrators view notifications in the launch pad or in an email Right click an alert and select See More to display alert information including the alert s title message and trigger time Managing alerts Content administrators and power users manage alerts in the launch pad or in the CMC System administrators manage alerts in the CMC and control user access by assigning access rights Example Alerting and Crystal reports For example Julie works at an auto insurance company and tracks the number of claims filed using a Crystal report Julie subscribes
102. cuments you can embed an entire document or a single report tab 1 Right click the publication to take the content from and select Schedule 2 Inthe Schedule dialog box click Formats in the navigation list 3 Crystal reports only Under Format Options for Selected Document select the mHTML check box 4 Web Intelligence documents only Choose whether to publish the entire document or one report tab a Under Output Format select the mHTML check box b Under Output Format Details select All reports to publish the entire document or Select one report and choose a report tab in the list Click Destinations in the navigation list In the Destinations dialog box under Select Destinations select the Email check box The email configuration options appear 7 Inthe From box enter a name or email address or select Email Address in the Add placeholder list For example you can enter Robert Publisher or publisher sap com If you enter a name the name is appended to your email server for example Publisher lt EmailServer gt 8 Inthe Subject box enter a subject or select a placeholder If you personalized the report personalized placeholders are available in the Add placeholder list 9 Inthe Message box enter the message that you want to appear in the body of the mail 10 To embed dynamic content in the Message box position the cursor in the Message box where you want to embed content and select Report HTML Content in the Add placeho
103. date at the specified start time and at the specified monthly intervals The first instance will be created at the specified start time and instances will be created in monthly intervals at that time until the object stops running at the specified end time Choose the month in which to run the object in the Month N box choose when to start and to stop run ning the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times Nth Day of Month Creates an instance each month on the specified day at the specified start time The first instance will be cre ated at the specified start time and instances will be created on the specified day of each month at that time until the object stops running at the specified end time Enter the time to start and to stop running the object and the day of the month on which to run the object 1st Monday of Month Creates an instance on the first Monday of each month at the specified start time Enter the time to start and to stop running the object Last Day of Month Creates an instance on the last day of each month at the specified start time Enter the time to start and to stop running the object X Day of Nth Week of the Month Creates an instance each month on the specified day and week at the specified start time Enter the time to start and to stop running the object the day of the week and the week in the
104. ddress the Bl platform uses the email address associated with the publisher s account If the publisher s account has no email address the platform uses the email address for the Adaptive Job Server If there is no email address in the From box the publisher s account or the Adaptive Job Server the publication will fail e Enter recipient email addresses or add the Email Address place holder to the To box e Enter recipient email addresses or add the Email Address place holder to the Cc box e Enter recipient email addresses or add the Email Address place holder to the Bcc box e Enter a subject or add place holders to the Subject box e Enter information to deliver with the publication or add place holders and embed a dynamic content document in the body of the email in the Message box e Attach source document in stances to an email e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box Business Intelligence Launch Pad User Guide 98 O 2014 SAP SE or an SAP affiliate company All rights reserved About publishing Publication destination Actions you can perform on the Instance is saved to publication e Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ment
105. de About publishing O 2014 SAP SE or an SAP affiliate company All rights reserved 107 Destination Default Enterprise Location How to view the publication result Dynamic recipients cannot log on to the BI platform to view publication results As arecipient you can view only your own personalized publication instances in the platform You cannot view publication instances that are personalized for other recipients BI Inbox Dynamic recipients cannot log on to the BI launch pad to view publication results Email Log on to your email to view embedded publication content or to download the attachment or attach ments FTP server Log on to your FTP host Local disk Go to the location specified when the publication was designed 108 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide About publishing 11 Working with publications 11 1 Creating a publication in the BI launch pad N NOS w 8 9 On the Documents tab expand the Folders drawer and locate the folder to create a publication in Right click the folder and select I gt New gt Publication The New Publication dialog box appears with general property options displayed Required In the Title box enter the title of the publication Optional In the Description box enter a description of the publication Optional In the Keywords box enter keywords that are assoc
106. delivery to all Adaptive Proc essing Servers that host the Publishing Service Dcom businessobjects publisher scopebat ch max recipients lt integer gt Large publications with slow disk delivery to a single folder on Windows Search for disable short file name generation article ID 210638 or for NtfsDisable8dot3NameCreation on Microsoft TechNet at http technet microsoft com ad and follow the instructions Large publications with slow disk delivery to a single folder that contains more than 300 000 files on Win dows Search for how NTFS works at http technet micro P soft com and follow the instructions 148 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide Working with publications Publishing Post Processing Service The Publishing Post Processing Service is called when the Package as ZIP File check box in the Schedule dialog box and or the Merge Exported PDF check box in the Destinations dialog box is selected or when custom post processing plugins are enabled on a publication Consideration Publications with both Package as ZIP File and Merge Horizontally scale out the Publishing Post Processing Exported PDF selected Service to spread the ZIP and PDF merging workloads across multiple Publishing Post Processing Services hosted on different Adaptive Processing Servers 11 8 1 Recommendations for adding source docume
107. e Bl platform Home tab is used o Tochoose a custom view select Select Home tab click Browse Home tab choose a tab in the Select a Custom Home tab dialog box and click Open Ifa Bl workspaces view was created for SAP Jam or SAP StreamWork it is listed in the Select a Custom Home tab dialog box b To display the Documents tab select Documents tab and select the drawer and folder to open by default Business Intelligence Launch Pad User Guide 20 2014 SAP SE or an SAP affiliate company All rights reserved Personal preferences You can select the My Documents Folders or Categories drawer For example if you want the My Documents drawer to open to your BI Inbox when you log on select My Documents and My Inbox 5 Under Choose columns displayed in Documents tab select which column headings to display in the summary information for each object For example to display a column for SAP Jam or SAP StreamWork collaboration select the Collaboration Discussion Status check box 6 Under Set document viewing location choose whether to open documents on a new browser tab or in anew browser window 7 Inthe Set the maximum number of items per page box enter the maximum number of objects to display per page when viewing a list of objects 8 Click Save amp Close 4 2 Changing your password You must have appropriate access rights to change passwords If you have access rights but cannot change your password contact your sys
108. e check box is selected by default for each source document It refreshes the document against its data source when the publication runs If you do not want to refresh a source document when the publication runs clear the Refresh At Runtime check box for the document Click Save amp Close Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 109 11 3 Publications for Enterprise or dynamic recipients You can send publications to Enterprise recipients via a BI Inbox email FTP the file system or collaboration or to dynamic recipients via email Enterprise recipients are users who are part of the BI platform system You can send reports for these users to their BI Inbox or via email FTP the file system or collaboration Dynamic recipients are non Enterprise users either outside of your network or not configured with users groups profiles security and so on For example dynamic recipients might be suppliers of your company s monthly office supplies and inventory A BI Inbox is not a valid destination for dynamic recipients because they do not have a BusinessObjects Enterprise user account Dynamic recipients are different from Enterprise recipients in the following ways e Publications can be sent to dynamic recipients only via email e Dynamic recipients can be used only with local profiles To create publications you create a source file and a r
109. e formatting properties for the re port Microsoft Excel 97 2003 Data Only This x1s format saves only data and each cell represents a field Microsoft Excel Workbook Data only Microsoft Word 97 2003 This doc format preserves as much formatting as possible including graphics Each object appears in an individual text field PDF pdf format Rich Text Format RTF This rt format preserves as much formatting as possible including graphics Each object appears in an individual text field This option is available only from a web viewer Microsoft Word Editable RTF This doc format preserves less formatting than the Microsoft Word 97 2003 option Text appears in lines and images are placed inline with text Plain Text Paginated Text You must specify some formatting properties for the report Tab Separated Text TTX This format places a tab character between values You must specify some formatting properties for the report Separated Values CSV This csv format places a specified character between val ues You must specify some formatting properties for the re port For example if you select this option you must enter characters for the separator and delimiter XML xml format Business Intelligence Launch Pad User Guide 64 O 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects Web Intelligence file formats Format Notes We
110. e objects for example messages and to replace static documents for example Microsoft Word Adobe PDF and Microsoft Excel files with a new version of the document Business Intelligence Launch Pad User Guide 16 O 2014 SAP SE or an SAP affiliate company All rights reserved User interface Ass Option Description Send menu Use this menu to send a document or instance to a destination The available destinations depend on your Bl launch pad configuration More Actions menu Use this menu to perform the following tasks e Schedule objects e View the history of an object e Add objects to categories e View categories that objects belong to e Create OpenDocument links to objects e Follow documents if collaboration is enabled in the Central Management Console in the BI platform The available actions vary depending on the object type and on your access rights Details button Click this button to show or to hide the details panel for a document Alternately you can click lt on the left edge of the details panel to expand it The button changes to gt when the panel is expanded Click gt to minimize the details panel When the BI launch pad is integrated with SAP Jam or with SAP StreamWork the panel is called the feed panel 3 3 2 Navigation panel The navigation panel provides a top level view of folders and categories in the BI platform 3 3 3 Drawers Drawers are expandable pan
111. e on behalf of other users right on Enterprise recipients 90 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide About publishing Role Task Rights required Publisher Redistribute a publication instance e View right Schedule right Add right and Modify Security right on the publication e When scheduling to a Bl Inbox Add right and View right on each recipient s Bl Inbox e View Instance right and Edit right on the publication instance Recipient View a publication Rights that enable you to see a pub lication object in the Bl platform e View right on the publication e View Instance right on the publi cation You do not need these rights to see content sent to a Bl Inbox Recipient Subscribe to or unsubscribe froma e View right on the publication publication e Subscribe right on Enterprise recipients 10 2 1 Publishers and recipients Who has rights to view what A publisher the person who owns and schedules a publication can view all publication instances for all recipients Recipients can view only their own personalized publication instances These viewing rights ensure maximum security for publication data because only the publisher has rights to schedule publications and to view all publication instances If you are a publisher and want to add yourself to a publication as a recipient create two user accounts for yourself a Publis
112. eader Group Header Details Group Footer Page Footer or Report Footer e To define a constant width for all report columns select Constant column width in points and enter a number in the box Export object formatting Select this check box to preserve object formatting from a report Export images Select this check box to publish report images in Excel files Use worksheet functions for summaries Select this check box to use report summaries to cre ate worksheet functions for Excel files Maintain relative object position Select this check box to preserve the relative position of report objects Maintain column alignment Select this check box to preserve the column alignment from a report Export page header and page footer Select this check box to choose how frequently head ers and footers appear in Excel files and select an op tion in the list None Once Per Report or On Each Page Simplify page headers Show group outlines port Select this check box to simplify page headers in a re Select this check box to show group outlines from a re port Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 129 Microsoft Excel Workbook Data only Option Description If you clear the Use the export options defined in the report check box the following options are available
113. ecipient file set up the publication in the BI launch pad and then schedule the publication The source file contains raw data for the publication a publication can include more than one source file For example for a monthly report on suppliers the source file might list inventory SKU numbers and categories and include a unique ID supplier defined in a Supplier ID field The recipient file must contain the same unique ID supplier as the source file as well as recipient email addresses to map to the source file In the example the recipient file should include the same ID in a Supplier ID field supplier names and supplier email addresses 11 3 1 Creating a publication for Enterprise recipients Enterprise recipients are users who are part of the BI platform system For Enterprise recipients you must create prompts to define filtering in the source file In the Central Management Console CMC in the BI platform click Profiles Create users and add them to user groups as needed 1 2 3 Select Manage New New Profile 1 4 Inthe Create New Profile dialog box enter a title and description for the profile and click OK 5 Double click the profile you created to configure its properties 6 Click User Security in the navigation list and assign access rights to users or user groups 7 Click Profile Targets in the navigation list and define targets to filter source files a Locate the profile target to use in the Object
114. ect View Latest Instance The instance opens on a new tab in the default viewer 3 Inthe viewer click lt on the left side of the details panel to open the panel Click the Collaboration drawer to open it 12 5 3 1 Following a feed for an instance on a tab When you follow a feed you automatically follow all related instances of the document When you follow a recurring instance you follow each instance that results from the original instance While viewing a document or instance on a tab click at the top of the feed panel The feed appears in the feed panel you receive updates on the instance and appears in the Collaboration column on the Documents tab in the BI launch pad 12 5 4 Viewing collaboration comments via an OpenDocument link Once a document or instance is open you can view comments for the document or instance by expanding the Collaboration drawer on the feed panel You can view an OpenDocument link on a tab or by clicking the link For example it can be helpful when you need to open several instances at the same time 1 Right click an OpenDocument link and select Open in a new tab The document or instance opens on a new tab in the browser 2 Ifthe feed panel is closed click lt on the left side of the panel to open it The feed panel opens on the tab beside the document or instance 3 Click the Collaboration drawer to open it The drawer opens showing comments for the document or instance 12
115. ect a Crystal report field in the list The list of available fields includes all database fields and recurring formulas in the main report and in not on demand subreports In the Enterprise Recipient Mapping column select a profile in the list This profile maps the report to profile values defined for Enterprise recipients If the profile is not configured in the BI platform personalization will fail If you need profiles added contact your system administrator The Enterprise Recipient Mapping column appears only for publications intended for Enterprise recipients In the Dynamic Recipient Mapping column select a dynamic recipient source in the list The report field is mapped to a column in the dynamic recipient source that contains corresponding values The Dynamic Recipient Mapping column appears only for publications intended for dynamic recipients Repeat steps 2 to 5 for each report field you want to filter Click OK 11 6 9 2 Selecting the publication format s for a Crystal report You select the publication format for a Crystal report in the Schedule dialog box You can select and configure more than one publication format for a Crystal report When you select a format the available formatting options appear For some options such as Crystal Reports and Crystal Reports RPTR no formatting options appear and the default source document formatting is applied 1 2 3 Right click the Crystal report to select a publ
116. ection of documents intended for distribution to a mass audience Before the documents are distributed the publisher defines the publication using a collection of metadata The metadata includes the publication source its recipients and the personalization applied Publications can help send information through your organization more efficiently For example e They enable you to easily distribute information to users or groups of users and to personalize the information each user or group receives e They deliver targeted business information to users or groups of users through a password protected portal or across an intranet an extranet or the Internet e They minimize database access by eliminating the need for users to send process requests You can create different types of publications based on Crystal reports or Web Intelligence documents 10 2 Access rights required for publishing Role Task Rights required Document designer Create a document to base a publi None cation on Document designer Add a document to the BI platform View right and Add right on the folder or category that the docu ment will be added to Document designer Create a document to use as a dy View right and Add right on the namic recipient source folder or category that the docu ment will be added to Business Intelligence Launch Pad User Guide About publishing O 2014 SAP SE or an SAP affiliate company All rights reserved 87
117. ects O 2014 SAP SE or an SAP affiliate company All rights reserved 71 Publication destination Actions you can perform on the Instance is saved to publication e Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file FTP Server If you are sending the publication to the FTP Server destination and some recipients share identical personalization values you can clear the Deliver objects to each user check box to decrease overall processing time When you clear Deliver objects to each user placeholders used when configuring destinations will contain the publisher s not the recipient s information Publication destination Actions you can perform on the Instance is saved to publication An FTP server e Usethe default settings forthe e Output File Repository Server destination e Selected FTP server You must enter the FTP server lo cation in the Host box If you do not the platform uses the FTP server configured for the Adaptive Job Server e Enter the port number user name and password and ac count e Enter a directory name e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box e
118. ed You may need to specify additional options for some Crystal report instance formats 4 Set the remaining scheduling options as needed and click Schedule 7 1 4 1 Output file formats for instances You can send or schedule objects to different formats for each type of instance Crystal report file formats The Crystal Reports option preserves more formatting than other file formats When you select other file formats the BI platform preserves as much formatting as the format allows However reports may lose some or all Business Intelligence Launch Pad User Guide Scheduling objects 2014 SAP SE or an SAP affiliate company All rights reserved 63 formatting If you choose to print a report when it is scheduled the report instance is automatically sent to the printer in Crystal Reports format This file format does not conflict with the file format you select when scheduling the report For information about scheduling a Crystal report to a specific format see exporting information in the SAP Crystal Reports 2011 User s Guide Format Description Crystal Reports This rpt format preserves the most formatting of all output format options It produces a normal editable report Crystal Reports RPTR This rptr format produces a read only Crystal report Microsoft Excel 97 2003 This x1s format attempts to preserve the look and feel of the original report It preserves data and does not merge cells You must specify som
119. ed log on to SAP StreamWork After you are logged on comments on documents and instances appear in the feed panel in the launch pad To be notified about new comments on the document you must follow the feed Business Intelligence Launch Pad User Guide 154 2014 SAP SE oran SAP affiliate company All rights reserved Collaboration 12 2 3 Resizing the feed panel Resize the feed panel when you need more reading space Click the left edge of the feed panel and drag it to the width you want 12 3 Access rights for collaboration applications To perform this task You need this access right Comment on a document or an instance Comment on documents Comment on a document or an instance that you own Comment on documents owned by the user See a document or an instance View comments on documents See comments on a document or an instance that you View comments on documents owned by the user own 12 4 Displaying an SAP StreamWork custom home page You can monitor updates to the feeds you follow on an SAP StreamWork custom home page in the Bl launch pad Before you can display an SAP StreamWork custom home page you must have the appropriate access rights When you add a module to a Bl workspace in the launch pad and select the SAP StreamWork workspace an SAP StreamWork custom home page appears by default beside the Home and Documents pages 1 Select Applications gt Bl workspace 1 2 Click Module Library to di
120. ed as the output format for the object If a different output format is selected cache options will have no effect If you do not select a cache format the platform will not cache the document 1 On the Documents tab right click the object to select a cache format for and select Schedule 2 Inthe Schedule dialog box click Caching 3 Under Select the formats to pre load the cache with when scheduling select one or more check boxes You can select more than one format to cache Business Intelligence Launch Pad User Guide Scheduling objects 2014 SAP SE or an SAP affiliate company All rights reserved 81 4 Under Available locales select one or more locales for the cache and click gt to move the locale s to the Selected locales list When you schedule the document the platform preloads the format and locales you selected and generates cached versions of the document in the locale s you specified 5 Click Schedule 7 1 11 Selecting print settings for a Crystal report When you schedule a Crystal report you can print the object instance after it is generated 1 On the Documents tab right click the Crystal report object to select print settings for and select Schedule In the Schedule dialog box click Print Settings Select a print mode for the web viewer o Ifyou want to print the report in PDF select Always print to PDF Preview o Ifyou want to use the report s default print settings select Follow Crystal Repo
121. ed for Enterprise recipients 5 Inthe Dynamic Recipient Mapping column select a profile in the list The field in the source document is mapped to the column that contains corresponding values in the dynamic recipient source Repeat steps 3 to 5 for each field to filter Click OK 11 6 11 Optional publication tasks The tasks in this section are optional not required to design and schedule a publication but can improve publication performance Business Intelligence Launch Pad User Guide 138 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 11 6 11 1 Editing parameter prompt values for an object If you don t want to use the default parameter prompt values in a content object you can edit the values Before editing parameter prompt values confirm that the content object contains parameters or prompts Parameters prompts ask you to enter information In report objects the information you enter may determine which data appears in a report For example in a report used by sales a parameter may ask users to choose a region When a user chooses a region the report displays only results for that region In Web Intelligence documents parameters are called prompts In Web Intelligence documents based on SAP Business Explorer SAP BEx queries a prompt s value can be fixed or obtained by a SAP Business Warehouse SAP BW data source variable when a scheduled document runs Prompts can cont
122. edule The History dialog box appears displaying your scheduled job as an instance with a status of Running 7 1 1 Labeling a scheduled instance 1 On the Documents tab right click the object for which to assign a name to a scheduled instance and select Schedule 2 Inthe Schedule dialog box click Instance Title Business Intelligence Launch Pad User Guide 60 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects 3 Entera name for the instance in the Instance Title box and click Schedule 7 1 2 Selecting a recurrence pattern The recurrence pattern you choose determines when the BI platform runs an object 1 Right click an object and select Schedule In the Schedule dialog box click Recurrence 2 3 Inthe Run object list select a recurrence pattern 4 Click Schedule 7 1 2 1 Recurrence pattern options Option Description Now Runs the object one time starting immediately Once Runs the object once at the specified start time If you schedule an object with events the object will run once if the event is triggered between the start and end times Choose when to start and to stop running the object in the Start Date Time and End Date Time lists and en ter the date of the start and the stop times Hourly Creates an instance every hour at the specified time The first instance will be created at the specified start time and instances will be created hourly at that
123. elled words and provides a suggestion of Europe sales trend Business Intelligence Launch Pad User Guide 52 2014 SAP SE or an SAP affiliate company All rights reserved Working with content objects This functionality does not apply to text in Chinese Japanese or Korean Suggested query The BI platform automatically suggests documents based on your search text When running a search if no documents contain the search text or no results were found the platform suggests documents that may meet your search criteria Suggested documents are in the format of an Web Intelligence document only The platform selects documents to suggest by interpreting your search input and comparing it to the structure of universes and data in existing documents For example if you search for Mexico sales 2006 the search may see that sales is a measure in a universe that houses sales data for your company that the field country is equal to Mexico in another document or that 2006 is a predefined filter and use the information to filter data Bl platform then creates a document using data from the universe and filters it identified You can then view and edit the new document Click Run Query to view and save the generated document or click Edit Query to open the document and further refine the query Matched word highlighting When the search text matches words in an object s title or description matched words appear in bold type Facets a
124. ent data from the re port s data source f Enter text in the box and click de to search for the text in a Crystal report ss Select a percentage in the list to zoom or reduce text in a Crystal re port by that percentage 5 5 2 Opening the group tree in a Crystal report viewer Use the group tree to navigate through data in a Crystal report Click E on the left side of the web viewer Business Intelligence Launch Pad User Guide Viewing objects 2014 SAP SE or an SAP affiliate company All rights reserved 37 5 5 3 Drilling on data in a Crystal report You can drill on a Crystal report to see the data under charts and summarized groups In a Crystal report viewer double click a link in a report 5 5 4 Viewing and editing parameters of Crystal reports in a web viewer You must use a web viewer to view and edit parameters in Crystal reports 1 Locate and select the Crystal report to view 2 Select gt View gt View J If prompted to enter report values enter the values You must enter report values before you can view the report 4 Select the data to view and click OK 5 Toselect the parameters to access in the report click The parameter panel displays the report parameters Select a parameter To edit the parameter value perform either of the following actions o Onthe parameter panel enter a new value o Click gt to open an editing dialog box enter a new value and click OK 8 Edit the remai
125. erved 69 BI Inbox Publication destination Actions you can perform on the Instance is saved to publication Each recipient s BI Inbox e Use the default settings forthe Output File Repository Server destination e Specified Bl Inboxes e Deliver objects to individual users To quickly locate a user you can search for a recipient s user name full name or email ad dress in the Find title box e Use the default file name enter a file name or add placeholders If you select Use Specific Name enter a file extension or add the File Extension placeholder in the box e Automatically add the extension to a file name If you do not add a file extension to a file name you may be un able to open the document e Send the publication as a short cut or a copy If you send a publication to a re cipient s Bl Inbox shortcut choose a folder that is accessi ble to all recipients To send a publication shortcut to a Bl In box select both BI Inbox and Default Enterprise Location as the destination e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file Email Before you can schedule or send a report instance to this destination you must enable and configure the email SMTP destination on the Adaptive Job Server Business Intelligence Launch Pad User Guide 70 O 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects Public
126. erver to a faster ma chine that has more available CPUs and BI platform Feature Pack 3 or later installed The server will auto matically scale to use more CPUs Isolate the Publishing Service and the Publication Post Processing Service on dedicated Adaptive Processing Servers and remove unused services hosted on those servers Each service will consume more shared re sources requests to thread pool memory and CPU consumption on an Adaptive Processing Server and publishing performance may improve Publishing Service Because publishing is a hard drive intensive process the Publishing Service should be installed on a machine with fast I O or SAN disks for the FRS Area Consideration Many publication instances that execute concurrently If the underlying CMS FRS Adaptive Job Server and report processing servers have been scaled appropri ately horizontally scale out the Publishing Service across multiple Adaptive Processing Servers on one or more machines to concurrently process more publica tion instances A single publication job for example with one million recipients is not shared across Publishing Services hosted on different Adaptive Processing Servers Hori zontally scaling out the Publishing Service will not im prove processing time for a single publication regard less of the number of recipients Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or
127. es you must set the properties before sending the document to a BI Inbox 1 On the Documents tab expand the Folders drawer and locate the object for which to set mobile properties 2 Right click the object and select Ip Mobile Properties 1 3 Optional In the Mobile Properties dialog box perform any of following actions o Oo 46 To view the object on mobile devices select the Display on mobile check box To view the object while you are connected to Mobile server select theDisable saving on mobile check box You cannot save a local copy of a document To view Web Intelligence documents in page layout mode on mobile devices select the Designed for mobile check box Business Intelligence Launch Pad User Guide O 2014 SAP SE or an SAP affiliate company All rights reserved Working with content objects 4 Optional To view the object in PDF on mobile devices select the Display document as a PDF on the supported mobile devices check box 5 Inthe Time to Live box enter the number of days the object should be available on mobile devices before it expires 6 Click Save amp Close 6 3 Adding a document from your machine to the Bl launch pad You must have appropriate access rights before you can add objects to the BI launch pad For example a business analyst creates a report on how a recent merger affected sales and needs to share it with the rest of the company The business analyst can add the report to the
128. es from the recipient file to the publication You can select the User entire list check box to send the publication to all recipients defined in the dynamic recipient file 10 Click Personalization in the navigation list and configure personalization for recipients a Under Parameters select a report field to personalize b Inthe Dynamic Recipient Mapping column select a field in the recipient file to map to the report field you selected c Repeat steps 10a and 10b for each field that should be sent to specific recipients 11 Click Formats in the navigation list and select a delivery format for the publication 12 Click Destinations in the navigation list and select a destination a Under Select Destinations select the Email check box b Optional Select the Package as ZIP File check box c Select the Deliver objects to each user check box d Inthe From box enter the sender s email address or select a placeholder in the list e Inthe To box select S _EMAIL_ADDRESS in the list f Inthe Subject box enter the subject or select a placeholder g Optional In the Message box enter a message to recipients about the publication or select a placeholder 13 Click Save amp Close Schedule the publication to run 11 4 Publications for SAP recipients A publication intended for SAP recipients works the same way as a publication intended for Enterprise or dynamic recipients However SAP recipients have the following differe
129. es on the navigation panel and on the details panel Click a drawer to expand or to minimize it Depending on your access rights you may be unable to view some objects in drawers The following drawers are available on the navigation panel e The My Documents drawer contains the user s My Favorites folder Bl Inbox My Alerts folder Subscribed Alerts folder and personal categories e The Folders drawer displays a folder view of the repository e The Categories drawer displays a category view of the repository e The Search drawer displays search options and results The following drawers are available on the details panel Business Intelligence Launch Pad User Guide User interface 2014 SAP SE or an SAP affiliate company All rights reserved 17 e The Summary drawer displays information about the selected object owner description document type number of instances and when the last instance ran e The Collaboration drawer if the BI launch pad is configured for collaboration with SAP Jam or SAP StreamWork e The Discussions drawer if discussions are enabled for the launch pad 3 3 4 List panel The list panel displays a list view of the objects in a folder or a category 3 3 5 Details panel The details panel contains drawers that display summary information about an object You click a drawer to access the information in the drawer The Summary drawer on the details panel displays the following information about an objec
130. events the object runs after the specified event occurs in the BI platform Working with events consists of two steps creating an event and scheduling an object After you create an event you can select it as a dependency when yo schedule an object The scheduled job is then processed when that event occurs You create events in the Central Management Console CMC and then select the events in the BI launch pad when you schedule objects For more information about scheduling objects with events see the SAP BusinessObjects Business Intelligence Platform User Guide 1 On the Documents tab right click the object to schedule events for and select Schedule Business Intelligence Launch Pad User Guide 80 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects In the Schedule dialog box click Events To specify an event that will trigger the scheduled object select the event in the Available Events list and click gt to move the event to the Events to wait for list 4 Tospecify an event that will be triggered by the completion of the scheduling job select the scheduled event in the Available Schedule Events list and click gt to move the event to the Events to trigger on completion list 5 Click Schedule 7 1 9 Selecting the scheduling server group for an object 1 On the Documents tab right click the object to select a server group for and select Schedule In the Schedule dialog box click Schedulin
131. ew rights on the corresponding event User Mark an alert notification as e View rights on the alert notification read or unread e Subscribe rights on the user account User Reread an alert notification View rights on the alert notification User Delete an alert notification in Bl e View rights on the alert notification launch pad e Subscribe rights on the user account 13 15 Alert source objects The way that you view alert sources depends on the object type of the alert source The following table summarizes where alert sources are located Business Intelligence Launch Pad User Guide Alerting O 2014 SAP SE or an SAP affiliate company All rights reserved 165 E i Object type alert source How to locate the object Crystal report Crystal reports can be stored in personal folders or in public folders e To view a Crystal report in a personal folder on the Documents tab click the My Documents drawer and click the Favorites node The Crystal report ap pears e To view a Crystal report in a public folder on the Documents tab click the Browse Folders drawer and locate the folder containing the report Event file based schedule based and custom Search for the name of an alerting enabled event If you subscribe to an alert you can quickly view it On the Documents tab expand the My Documents drawer and click Subscribed Alerts 13 1 6 Alert notifications Alert notifications can
132. f a folder or category You can edit the properties of folders and categories that you created or for which you have access rights You can change the folder or category name description and keyword properties You use keywords to search for folders and categories 1 On the Documents tab locate the folder or category to set properties for o o Oo O To edit the properties of a personal folder expand the My Documents drawer and click My Favorites To edit the properties of a public folder expand the Folders drawer To edit the properties of a personal category expand the My Documents drawer and click Personal Categories To edit the properties of a corporate category expand the Categories drawer Select the folder or category and select lp View gt Properties 1 Optional In the Properties dialog box edit the folder name description and keywords 4 Click OK 6 13 Assigning a content object to a category 1 Goto the folder that contains the content object to assign to a category 2 Select the object and select Ip More Actions gt Categories gt In the Categories dialog box choose categories to assign the object to To expand a category click the plus sign beside the category name 4 Click OK 6 2 Setting mobile properties for an object You must have appropriate access rights to an object before you can change the mobile properties for the object To view a BI Inbox document on mobile devic
133. f the module e My Applications provides quick access to the applications in the BI launch pad Your document viewing preferences may be set to open objects in windows instead of on tabs Business Intelligence Launch Pad User Guide User interface 2014 SAP SE or an SAP affiliate company All rights reserved 15 Custom home tabs System administrators can create custom home tabs for users and groups that include objects such as a customized dashboard a frequently used Crystal report a web site or the SAP Jam module If you have the appropriate access rights you can select a custom home tab in your BI launch pad preferences SAP Jam or SAP StreamWork custom home tab If you have the appropriate access rights you can select a SAP Jam or SAP StreamWork custom home tab in your Bl launch pad preferences 3 3 Documents tab Use the Documents tab to view and to manage objects in the Bl repository Your document viewing preferences may be set to open objects in windows instead of on tabs 3 3 1 Toolbar Use the toolbar buttons to view and to manage objects Option Description View menu Use this menu to view objects the latest instance of an object and object properties New menu Use this menu to upload documents and create the following types of new objects e Local documents e Publications e Hyperlinks e Folders e Categories Organize menu Use this menu to manage object shortcuts to cut copy paste and delet
134. fresh data in an object you must have refresh rights for the object and the server must contain the data source information As arule refresh objects only when data has changed Business Intelligence Launch Pad User Guide Viewing objects 2014 SAP SE or an SAP affiliate company All rights reserved 29 Click on the toolbar in the object viewer 5 3 Viewing an historical instance Historical instances open on a new tab 1 Right click the object to view an instance for and select History 2 Inthe History dialog box double click the instance 5 4 Pinning a tab for future viewing You can pin a document or instance that you frequently view to a tab Before pinning a tab BI launch pad preferences must be configured to enable tabbed document viewing 1 Perform one of the following actions to open an object or instance o To open an object right click the object or instance and select View o To open the latest instance of an object right click the object or instance and select View Latest Instance o To open an older instance of an object right click the object and select History and then select the instance in the History dialog box The object or instance opens on a new tab 2 Click inthe upper right corner of the tab to pin it The icononthe button points down indicating that the tab is pinned The document or instance automatically opens on a tab the next time you log on to the launch pad 5 4 1 Unpinning
135. g Server Group Perform one of the following actions o Default Select Use the first available server to run the object on the server with the most resources free at the time of scheduling o Select Give preference to servers belonging to the selected group to attempt to run the object on servers in a particular server group and then select the server group in the list If no servers in the selected server group are available the object is run on the next available server o Select Only use servers belonging to the selected group to run the object only on servers in a particular server group and then select the server group in the list If no servers in the selected server group are available the object is not processed 4 If your deployment of the BI platform uses federation and you want to run the object at the site where it is located select the Run at origin site check box 5 Click Schedule 7 110 Selecting a cache format for a Web Intelligence document When the BI platform runs a scheduled Web Intelligence document an instance is generated and stored on the Output File Repository Server You can select the format used to cache the document Before selecting a cache format e Confirm that a context is set in the Web Intelligence document If there are multiple contexts refresh the document with the correct context before scheduling it Documents without a context cannot be scheduled e Confirm that Web Intelligence is select
136. ght on recipients When a publisher wants to print publication instances Print right on Crystal report source documents If you selected One database fetch per recipient Schedule on behalf of other users right on Enterprise recipients Business Intelligence Launch Pad User Guide About publishing 2014 SAP SE or an SAP affiliate company All rights reserved 89 Role Publisher Task Retry a failed publication instance Rights required Edit right on the publication in stance View right Subscribe right Add right and Modify Security right on the publication Delete Instance right on the publication View right on the users and the user groups intended as recipi ents View right on the profile that will be used for personalization View right and Schedule right on documents in the publication View right and Refresh right on the dynamic recipient source View right and Refresh right on the document for which the de livery rule is set Data Access right on universes used by publication objects Data Access right on universe connections used When scheduling to a BI Inbox Add right and View right on each recipient s Bl Inbox Modify the right users have to objects right on the folder con taining the publication Subscribe right on recipients When a publisher wants to print publication instances Print right on Crystal report source documents If you selected One database fetch per recipient Schedul
137. h publications O 2014 SAP SE or an SAP affiliate company All rights reserved 143 1 Right click the publication to schedule and select Schedule 2 Inthe Schedule dialog box click Recurrence and confirm that the option selected in the Run object list is correct 3 Click Schedule 11 7 2 1 Viewing the progress or history of a publication job 1 Right click the publication job and select History The History dialog box appears and shows the status Success Failed or Running of the job in the Status column 2 Toview the log file for the job click View Log File at the bottom of the dialog box 11 7 3 Subscribing to or unsubscribing from a publication To subscribe to a publication after it is scheduled subscribe to its recurring instance or reschedule the publication You must have appropriate access rights to a publication before you can subscribe to it Only Enterprise recipients can subscribe to or unsubscribe from a publication Dynamic recipients cannot subscribe to or from publications 1 Inthe Folders drawer on the Documents tab locate and select the publication to subscribe to or unsubscribe from 2 Perform one of the following actions o Inthe Bl launch pad right click the publication and select Subscribe or Unsubscribe o Inthe Central Management Console CMC select Ip Actions gt Subscribe J or Unsubscribe 11 7 3 1 Subscribing to or unsubscribing from a publication instance After a recurring publi
138. he BI launch pad or to the Central Management Console CMC in the platform e View rights to see the publication e Subscriber rights for the user account Enterprise recipients Related Information Subscribing to or unsubscribing from a publication page 144 To subscribe to a publication after it is scheduled subscribe to its recurring instance or reschedule the publication 10 3 9 PDF file merging for Crystal reports You can merge PDF instances of Crystal reports and static PDF documents into a single PDF file and then perform the following tasks on the merged PDF file e Add and format a table of contents e Insert running page numbers e Add user and owner passwords to view and edit the PDF file e Setrestrictions on what recipients can do with the PDF file All static PDF source documents are included in the merged PDF file Static source documents that are not PDF files are excluded Business Intelligence Launch Pad User Guide 106 O 2014 SAP SE or an SAP affiliate company All rights reserved About publishing 10 4 Publication results how to view Publication results can be viewed by the publisher by recipients or in a log file for the publication job Viewing results as a publisher You can view the results of a publication in various ways After a publication runs the publication history appears listing publication instances the times when the publication ran and whether the publication succeeded or failed In the
139. he activity Separate email addresses with a comma 7 1 6 Applying a record selection formula Selection formulas help determine which data appears in a report and may improve performance by eliminating unwanted records If an object includes a record or group selection formula you can modify the formula before scheduling the object For more information about record selection formulas see the SAP Crystal Reports User Guide 1 On the Documents tab right click the object to apply a record or group selection formula to and select Schedule In the Schedule dialog box click Filters Change the record or group selection formula as needed Business Intelligence Launch Pad User Guide Scheduling objects 2014 SAP SE or an SAP affiliate company All rights reserved 79 4 Click Schedule 7 1 7 Scheduling an object with parameters prompts Parameters prompts ask you to enter information In report objects the information you enter may determine which data appears in a report For example in a report used by sales a parameter may ask users to choose a region When a user chooses a region the report displays only results for that region In Web Intelligence documents parameters are called prompts In Web Intelligence documents based on SAP Business Explorer SAP BEx queries a prompt s value can be fixed or obtained by a SAP Business Warehouse SAP BW data source variable when a scheduled document runs Prompts can cont
140. her account and a Recipient account The Publisher account grants you access rights to design and to schedule publications and the Recipient account grants you the access rights of a typical recipient 10 3 Publishing concepts 10 3 1 Report bursting During publishing data in documents is refreshed against data sources and personalized before a publication is delivered to recipients this combined process is known as report bursting Depending on the size of a publication and how many recipients it is intended for you can use the following report bursting methods Business Intelligence Launch Pad User Guide About publishing O 2014 SAP SE or an SAP affiliate company All rights reserved 91 e One database fetch for all recipients All documents in a publication are refreshed once personalized and delivered to each recipient This report bursting method uses the data source logon credentials of the publisher to refresh data This is the default option for Web Intelligence document publications and the recommended option to minimize the impact of publishing on your database The performance of this option depends on the number of recipients This option is secure only when source documents are delivered as static documents For example a recipient who receives a Web Intelligence document in its original format can modify the document and view data associated with other recipients However if the document is delivered as a PDF file data is
141. iated with the publication s content Click Source Documents in the navigation list and click the Add button In the Select Source Documents dialog box select one or more source documents to add to the publication and click OK The Refresh At Runtime check box is selected by default for each source document It refreshes the document against its data source when the publication runs If you do not want to refresh source documents at runtime clear the Refresh At Runtime check box Click Save amp Close You must specify other information required for the publication recipients delivery formats and destinations and how documents are personalized 11 2 Creating a publication in the CMC NO OF W Under Folders in the Central Management Console CMC in the BI platform click the group tree and locate the folder to create a publication in Right click the folder and select lp New gt Publication A The New Publication dialog box appears with general property options displayed Required In the Title box enter the title of the publication Optional In the Description box enter a description of the publication Optional In the Keywords box enter keywords that are associated with the publication s content Click Source Documents in the navigation list and then click the Add button In the Select Source Documents dialog box select one or more source documents to add to the publication and click OK The Refresh At Runtim
142. ic recipients are non Enterprise users either outside of your network or not configured with users groups profiles security and so on The source file and dynamic recipient file must be created 1 On the Documents tab in the Bl launch pad expand the Folders drawer and locate the folder to create a publication in Right click the folder and select lp New gt Publication A In the New Publication dialog box enter the title of the publication in the Title box Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 111 Click Source Documents in the navigation list and click the Add button In the Select Source Documents dialog box select the source file s for the publication and click OK Click Dynamic Recipients in the navigation list So Pr e In the Choose the Source for Dynamic Recipients list select Web Intelligence Report Dynamic Recipient Provider or Crystal Reports Dynamic Recipient Provider Under Choose the Source for Dynamic Recipients click Browse and locate and select the recipient file 9 Map fields from the recipient file that is the source document to the publication a Inthe Recipient Identifier required list select a field from the recipient file to map to the publication b Inthe Full name list select a field from the recipient file to map to the recipient c Inthe Email list select Email ID to map email address
143. ication format for and select Schedule In the Schedule dialog box click Formats in the navigation list Under Format Options for Selected Document select a format to publish the Crystal report in The options for the selected format appear Configure the formatting options as needed When the Use the export options defined in the report check box is available perform one of the following actions o Select the check box to use the default export options defined in the source document o Clear the check box to configure export options for the format you selected and then configure the options that appear Repeat steps 3 to 5 for each format in which you want to publish this Crystal report Click OK Repeat this task for each Crystal report in the publication Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 127 11 6 9 2 1 Crystal report formatting options No additional options appear when you choose Tab Separated Text TTX as the formatting option PDF options apply to source documents published as PDF files Microsoft Excel 97 2003 Option Description Page Range e To publish an entire report as an Excel file select All e To publish specific report pages select Pages en ter the first page number in the from box and enter the last page in the to box If you clear the Use the export options defined in the report check box the
144. icrosoft Word 97 2003 Description e To publish an entire report as a Word file select All Page Range e To publish specific report pages select Pages en ter the first page number in the from box and enter the last page in the to box PDF Option Description e To publish an entire report as a PDF file select All e To publish specific report pages select Pages en ter the first page number in the from box and enter the last page in the to box Page Range If you clear the Use the export options defined in the report check box the following option is available Create bookmarks from group tree Select this check box to publish a Crystal report publi cation as a merged PDF file with a table of contents Rich Text Format RTF Description e To publish an entire report as an RTF file select All e To publish specific report pages select Pages en ter the first page number in the from box and enter the last page in the to box Page Range Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 131 Microsoft Word Editable RTF Option Description Page Range e To publish an entire report as a Word file select All e To publish specific report pages select Pages en ter the first page number in the from box and enter the last page in the to box If you clear the Use the export options defi
145. ient personalization values in the Dynamic Recipient Mapping column select a dynamic recipient source in the list The Dynamic Recipient Mapping column appears only if the publication is intended for dynamic recipients If you are using default parameter values to personalize a report select Not Specified in the Dynamic Recipient Mapping column 7 Click OK 11 6 9 1 2 Personalizing a Crystal report by filtering fields You personalize a Crystal report in the Schedule dialog box Before you can use profiles to personalize data for Enterprise recipients the profiles must be configured in the Bl platform When you use filters a ViewTime selection formula is added to a report to filter data The formula is applied when the publication runs and is not saved in the report You can filter multiple fields in Crystal reports Static value Business Intelligence Launch Pad User Guide 126 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications profiles can filter only string fields in Crystal reports To filter other types of fields use expression profile values If you map the incorrect type of field to the profile personalization will fail This feature is not available for Crystal reports in rptr format 1 Right click the Crystal report to personalize and select Schedule In the Schedule dialog box click Personalization in the navigation list Under Local Profiles in the Report Field column sel
146. ients who will receive the publication Sort dynamic recipient sources by recipient ID For general information about creating reports see the SAP Crystal Reports User Guide For information about creating a custom coded dynamic recipient source see the SAP BusinessObjects Business Intelligence Platform Java SDK Developer Guide Business Intelligence Launch Pad User Guide About publishing 2014 SAP SE or an SAP affiliate company All rights reserved 95 10 3 4 Publication delivery destinations A destination is the location that a publication is delivered to You can deliver a publication to multiple destinations A destination can be the BI platform location where a publication in stored a BI Inbox an email address an FTP server or a directory in the file system You can specify multiple destinations for a publication If you publish multiple Crystal reports you can merge them on a per destination basis into a single PDF file If you publish a publication as a compressed zip file you can compress or extract instances on a per destination basis For example you can compress instances for email recipients and extract instances for BI Inboxes 10 3 4 1 Publication destinations These destinations are available for scheduled publications e Default Enterprise Location e BI Inbox e Email e FTP Server e File System e SAP StreamWork if enabled and configured The Deliver objects to each user check box is selected by defau
147. iew embedded content email publication instances in Outlook 2003 View embedded content in email publication instances in Outlook 2003 whenever possible Embedded content in email publication instances may have formatting issues when viewed in Outlook 2007 or in web email accounts such as Hotmail or Gmail Contact your administrator to confirm that the email settings are configured properly for the Destination Job Server You must ensure that email settings are properly configured for the Destination Job Server Publications intended for email destinations may fail because email has not been configured properly as a destination for the Adaptive Job Server For more information see the SAP BusinessObjects Business Intelligence Platform Administrator Guide Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 151 12 Collaboration Hosted on the web SAP Jam or SAP StreamWork adds collaborative decision making and social media to the Bl launch pad Before you can use collaboration the Bl platform must be configured for it If no collaboration application is available in the launch pad contact your system administrator You can use collaboration to perform the following tasks e Send or schedule Crystal reports and Web Intelligence documents to SAP StreamWork activities e Monitor SAP StreamWork feeds e Follow documents and instances to track comments and di
148. ifferences between alerting and Crystal report alert notifications 000 162 13 13 Alerting worktlows 20 20 ver eee rad hard wha teeth a aa aah eee arene E RSG 163 13 1 4 Access rights required for alerting 2 0 0 ce ee 164 13 157 AlerkSource Obj6Cts aori amis es d cule lee a a nis dh 165 13 16 Alert Notifications neras her nvadate eee ieee dae ae af isi oe nd E 166 SUBSCHDING toanalert y roeien Hao BOR CES Gee de ee Hed BE VR o Rae ee ds 166 13 2 1 UnsubscribinetromianalSE ia ai LLG aang ase abe arna ten AA gee 167 Subscribing other users to an alee a ad e tt Ave a acuta Bye eee aaa cet Aviat a 167 Excluding users tromianralert siria fa Poe Badd eee Lag ew hes a g 168 Managing custom alerting settings for an alert Source 2 ee 168 Applications and the Bl launch pad ooooooooocooo eee eee 170 Working with applications in the Bl launch pad 2 2 ee 170 Starting an application inthe Bl launchpad 2 0 00 0 ee 170 BEx web applications inthe Bl launch pad 1 2 eee 170 1431 Accessing BEx web applications inthe Bl launch pad 2 0 0 0 0 eee 171 14 3 2 Saving BEx web applications as bookmarks 0 0 0 aaua ee 171 Working with discussions 02 0 0 eee ee 172 Opening the DISCUSSIONS drawni arenan eiei A ee nae ete eae ae 172 Addinganote see bi Se Ae he iy a ao ey eo ae Sed ew as ae ie a Ae a a io 172 Editie Anote ia o Sti A ada 173 ReplyintO ANO ri A EE A AA eres aie ed 173 PA
149. ile is not configured in the platform personalization will fail Static value profiles can filter only string fields in source documents To filter other types of fields use expression profile values If you map an incorrect type of field to the profile personalization will fail If you need profiles added to the platform contact your system administrator Scheduling and publishing a Web Intelligence document to wid format generates a widfile Filters in wid files can be removed by any recipient with appropriate security rights When the wid file will be sent to recipients or destinations use filters carefully For example if you filter a Web Intelligence document to limit the information that recipients can see and then send the published wid file to recipients any recipient with security rights to edit the document can remove or update the filter and access data that should not be visible 1 Right click the Web Intelligence document to personalize and select Schedule 2 Inthe Schedule dialog box click Personalization in the navigation list 3 Under Local Profiles for each profile listed in the Title column select a profile from the list in the Report Field column This profile maps the report field to profile values for Enterprise recipients 4 Under Local Profiles in the Enterprise Recipient Mapping column select a profile the list This profile maps the document to the universe field global profile target that is filter
150. ing on the alert source additional options may be available e Click Save amp Close Click Save amp Close 13 4 Excluding users from an alert You can exclude users from an alert when you want to subscribe most but not all users in a group to the alert First you subscribe the entire group and then you exclude users who do not need to receive alert notifications The Excluded list overrides all other subscription settings for a user 1 2 3 4 Right click the alert source and select Manage Subscribers In the Manage Subscribers dialog box click Excluded List in the navigation panel Move users from the Available list to the Excluded list Click Save amp Close 13 5 Managing custom alerting settings for an alert source Notifications are typically sent using the default destination settings for alerting 1 2 168 Right click the alert source and select Manage Alerting Settings In the Manage Alerting Settings dialog box select the Enable My Alerts check box to choose the Bl launch pad as a destination Alert notifications will be sent to the subscriber s Bl launch pad accounts In the launch pad subscribers can view alerts in My Alerts on the Documents tab To choose email as a destination select the Enable Email check box Select Use default email settings to use the default alerting settings for email or select Use custom email settings and perform the following actions as needed a Inthe From box
151. ing with content objects T Object type Searchable content e Data in record set e Static text in cells Microsoft Excel file e Data e Document properties title subject author company category keywords and comments e Header and footer text e Calculation or formula values e Number and date time values Microsoft Word document e Text e Document properties title subject author company category keywords and comments e Header and footer text e Numerical values e RTFfile Text e PDF file e Microsoft PowerPoint file e TXT file e Agnostic object Metadata E ADAMS An agnostic object is a non BusinessObjects object that the e Analysis Office launch pad can access The data in an agnostic object does e Lumira not change and the object cannot be scheduled e Bl workspaces e Dashboard and Xcelsius object e Discussion e Event e Flash object e Hyperlink e Lifecycle management console job e Metadata from Information Designer e Module e Object package e Profile e Program object e Publication e Query from Query As a Web Service e Universe e Widget e Workspace created in SAP BusinessObjects Analysis edition for OLAP Business Intelligence Launch Pad User Guide Working with content objects 2014 SAP SE or an SAP affiliate company All rights reserved 55 6 12 2 Search techniques Technique Separate search terms with spaces Example finance report
152. ining facets Facet grouping by object type may include objects of other types For example if you view search results under the Crystal report facet the results may show a Crystal report a PDF document and a Word document of the same name This behavior occurs because the other objects are instances of the same Crystal report 1 Note When working in Hebrew or Arabic locale if you search for content objects in BI launch pad the search result does not display facets Search string recognition as you type You can search for a user or user group by typing part or all of a user name full name or email address As you type the search looks for results that match words in the search text Matches to search text are based on an object s keyword title description owner information and content Search results appear in the Search drawer and you can view them at any time For example when scheduling to the BI Inbox destination you can enter a user s full name in the Find title box to quickly locate the user in the Available Recipients list Suggestions for alternate spelling The BI platform suggests an alternate spelling for search text when the text was misspelled or produced no results and a suggested search term will provide successful matches The alternate spelling is determined by substituting search words with similarly spelled words in the platform For example if you search for Euroe sales trent the platform recognizes the missp
153. ipient option uses a query filter Each filter type supports a different set of operators If a filter expression uses an operator that the report bursting method does not support the publication may fail You can select a report bursting method only in the Central Management Console CMC You cannot select it when designing a publication in the Bl launch pad 1 Inthe CMC go to the Folders management area and locate the publication to select a report bursting method for 2 Right click the publication job and select Schedule Business Intelligence Launch Pad User Guide 142 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 3 Inthe Schedule dialog box expand Additional Options and click Advanced 4 Under Report Bursting Method select a report bursting method 5 Click Schedule 11 7 Running publications and working with published instances At any point during or after publication design you can view a publication s properties in the Summary dialog box including the publication s title location description source documents the number of recipients who will receive the publication sorted by recipient type Enterprise or dynamic how the publication is personalized the distribution format and the destination Click Summary to open the Summary dialog box You can use other options on the navigation panel to change the properties of and to save or schedule a publication 11 7 1
154. it multiple profile values from group membership may receive multiple instances To avoid sending multiple instances assign only necessary profile values to recipients Related Information Personalization page 103 Personalization is the process of filtering data in source documents so that only relevant data appears to publication recipients 11 6 Designing publications To design a new publication use the publishing feature in the BI platform You can access publishing in the Central Management Console CMC in the platform or in the BI launch pad depending on your access rights and on your access to BI platform web based applications At any point during publication design you can save changes made to a publication close it reopen it and make further changes 11 6 1 Opening a publication 1 Locate the publication o Inthe BI launch pad on the Documents tab expand the Folders drawer o Inthe Central Management Console CMC in the BI platform go to the Folders management area 2 Right click the publication and select View The publication opens in a new window Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 113 11 6 2 Defining general properties for a publication You define properties for a publication in the Properties dialog box 1 Right click the publication to enter general properties for and select Properties The Proper
155. laceholder list The available variables are Title ID Owner DateTime your Email Address and your User Full Name Click a variable to add it Separate email ad dresses with a semicolon This option may be unavailable depending on your system configuration Enter each email address that you want to send the instance to or select variables for the email address from the Add placeholder list The available variables are Title ID Owner DateTime your Email Address and your User Full Name Click a varia ble to add it Separate email addresses with a semicolon Enter each email address that you want to send a copy of the email and instance to or select variables for the email address from the Add placeholder list The available variables are Title ID Owner DateTime your Email Address and your User Full Name Click a variable to add it Separate email addresses with a semicolon Enter the email address of each undisclosed recipient or select variables for the email address from the Add placeholder list The available variables are Title ID Owner DateTime your Email Address and your User Full Name Click a variable to add it Separate email addresses with a semicolon Subject Enter the subject of the email or select variables for the subject from the Add placeholder list The available variables are Title ID Owner DateTime your Email Address and your User Full Name Click a va
156. latform Java BI Launch Pad J By default you do not need to enter a system name However some Enterprise systems may require it If prompted in the System box enter the name of your Central Management Server CMS In the User name box and the Password box enter your logon credentials By default you are not prompted to choose an authentication type However some Enterprise systems may require it If prompted in the Authentication list select an authentication type Enterprise authentication is the default authentication method LDAP Windows AD Windows NT and other third party authentication types require a special configuration If you are unsure of which authentication type to use contact your system administrator For information about authentication types see the SAP BusinessObjects Business Intelligence Platform Administrator Guide Click Log On The launch opens with the default Home tab displayed 14 Business Intelligence Launch Pad User Guide 2014 SAP SE or an SAP affiliate company All rights reserved Getting started with the BI launch pad 3 User interface When you open an object or an application it appears on a tab Multiple tabs that is multiple objects and applications can be open at one time in the BI launch pad 3 1 Header panel The header panel displays the name of the user account that is logged on to the Bl launch pad and contains system menus The header panel contains the following
157. lder list SI_DOCUMENT_HTML_CONTENTO appears in the Message box When the publication runs the placeholder is replaced by personalized content from the dynamic content document 11 If the publication contains other source documents select the Add Attachment check box Other source documents in the publication will be added to the email as attachments when the publication runs 12 Click OK 11 6 9 Designing Crystal reports 11 6 9 1 Personalization in Crystal reports You can personalize a Crystal report for recipients with parameters or by filtering fields Personalize Crystal reports with local profile targets when possible Parameter based personalization requires one database fetch per recipient when the parameter is used in a record selection formula command table or stored procedure which can increase publication processing time Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 125 For example if a profile is mapped to a parameter and the profile value for an Enterprise recipient conflicts with the parameter value the profile value will override the parameter value when the publication runs Similarly if a personalization value in the dynamic recipient source conflicts with a parameter value for a dynamic recipient the parameter value will be overridden when the publication runs Personalization that is based on parameters is overridden
158. lect Use Specific Name and enter a name or select variables for the file name from the Add placeholder list The available varia bles are Title ID Owner DateTime your Email Address and your User Full Name and File Extension Select the Add File Extension check box to automatically add the file extension to the instance file name If you do not add a file extension you may be unable to open the document Send As e Tosenda shortcut to the instance to recipients select Shortcut e Tosendacopy of the instance to recipients select Copy Email options Option Description Destination Email Keep an instance in the history Select this check box to retain a copy of this instance in the object s history This check box is selected by default Clear this check box if you want the Bl platform to automatically delete the instance from the Output FRS to minimize the number of instances on the server Business Intelligence Launch Pad User Guide Scheduling objects O 2014 SAP SE or an SAP affiliate company All rights reserved 75 E Option Description Use default settings Select this check box to use the default Adaptive Job Server values for email If you do not want to use the default Adaptive Job Server values clear this check box and set the destination recipient options that appear From Enter a return email address or select variables for the email address from the Add p
159. livery rule for a Crystal report You select a global delivery rule for a Crystal report in the Schedule dialog box The Crystal report must contain an alert before you can set a global delivery rule Global delivery rules determine whether a publication will be processed and delivered to all recipients You can set a global delivery rule on any Crystal report in the BI platform 1 Right click the Crystal report to select a global delivery rule for and select Schedule 2 Inthe Schedule dialog box click Delivery Rules in the navigation list 3 Under Global Delivery Rule click Browse The Select a report that contains an alert window appears where you can select the Crystal report on which to set the global delivery rule Locate and select the Crystal report and click OK In the Condition list select the alert value that the report must include in order to meet the global delivery rule Click Schedule 11 6 9 6 Optional Formatting a merged PDF file from Crystal reports You format a merged PDF file from Crystal report in the Schedule dialog box Before you can format a merged PDF file e Crystal reports must have titles in order to be included in a merged PDF file To set the title for a report open the report in SAP Crystal Reports select lp File gt Summary Info J and enter a title for the report in the Title box on the Summary tab Save the report and re export it to the repository e Inthe BI launch pad in the Schedule dialog box
160. lt for all destinations However in some cases you may not want to deliver objects to each user For example three recipients have identical personalization values so they receive the same data in publication instances If you clear the Deliver objects to each user check box one publication instance is generated and delivered to all three recipients If you select the Deliver objects to each user check box the same publication instance is delivered three times once for each recipient Default Enterprise Location If you send a publication to this location choose a folder that is accessible to all recipients Publication destination Actions you can perform on the Instance is saved to publication The folder it was created in e Merge all exported PDF docu Output File Repository Server ments Crystal reports onl ory P y Historical instances are saved to the default Enterprise server but not to any other destination e Package the publication as a compressed zip file Business Intelligence Launch Pad User Guide 96 O 2014 SAP SE or an SAP affiliate company All rights reserved About publishing BI Inbox Publication destination Actions you can perform on the Instance is saved to publication Each recipient s BI Inbox e Use the default settings forthe e Output File Repository Server destination e Specified BI Inboxes e Deliver objects to individual users To quickly locate a user you can search for a recipient s
161. lude the header and footer in an instance Simplify page headers Select this check box to use simple page headers Show group outlines Select this check box to show group outlines Table 3 Microsoft Word 97 2003 format Option Page Range Table 4 PDF format Description e To include all pages in a report select All e To include a page range select Pages from enter the first page number to include and enter the last page number to include in the to box Option Page Range Description e To include all pages in a report select All e To include a page range select Pages from enter the first page number to include and enter the last page number to include in the to box Use the export options defined in the report Select this check box to use the export options defined in a report You cannot set any other formatting options Create bookmarks from group tree Select this check box to create bookmarks in a PDF file based on the tree structure of a report This makes reports easier to navigate 66 O 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide Scheduling objects Table 5 Rich Text Format RTF format Description Page Range e To include all pages in a report select All e To include a page range select Pages from enter the first page number to include and enter the last page num
162. lutions 2 Inthe Search box on the web page search for Crystal Reports Viewer Business Intelligence Launch Pad User Guide 36 2014 SAP SE or an SAP affiliate company All rights reserved Viewing objects 3 Inthe search results double click the first result called SAP Crystal Reports Viewer The SAP Crystal Reports viewer web page appears with a Download Now link on the right side of the page 4 Download and run the SAP Crystal Reports Viewer 2011 installation program 5 Follow the on screen instructions accepting the default values 6 Click Finish SAP Crystal Reports viewer 2011 opens when you double click a Crystal report rpt file on your computer However if SAP Crystal Reports is installed on your computer it takes precedence over SAP Crystal Reports viewer 2011 and displays reports by default 5 5 1 4 2 Crystal Reports viewer 2011 toolbar Toolbar option Description E Click to export a Crystal report to your local computer or to a location on anetwork 3 Click to print a Crystal report a Click to show or hide the group tree which you use to navigate through data in a Crystal report ETS hannan Click to go to the previous page in a Crystal report or tito goto the next page select Go to First Page and Go to Last Page in the list to go to the first or last page in a report or enter a page number in the box to go to that page a Click to refresh a Crystal report to the most curr
163. m multiple queries when you point the cursor at a value on the filter a tooltip indicates the name of the query and the dimension for the value 4 5 5 1 Setting drill options for Web Intelligence documents 1 Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 1 On the header panel click Preferences 2 Inthe Preferences dialog box click Web Intelligence Under View select either HTML no download required or Desktop Rich Internet Windows only installation required installation required 4 Under Drill options choose general options for drilling on data a Tobe prompted when a drill action requires a new query to add data to a document select Prompt when drill requires additional data When prompted you may be able to apply filters to the extra dimensions in the new query The filters restrict the size of a query to the data necessary for your analysis b To synchronize drilling on all report blocks select Synchronize drill on report blocks Business Intelligence Launch Pad User Guide 26 O 2014 SAP SE or an SAP affiliate company All rights reserved Personal preferences c To hide the drill toolbar when you switch to drill mode select Hide Drill toolbar on startup Select this option when fil
164. ment with a more recent version of it This enables you to view the latest source information in documents that originate outside of the launch pad Business Intelligence Launch Pad User Guide Working with content objects 2014 SAP SE or an SAP affiliate company All rights reserved 47 1 Right click a third party document and select I gt Organize Replace File 1 If the Replace File menu option is unavailable for a third party document you do not have Edit rights for the document 2 Inthe Replace File dialog box click Browse and select a more recent version of the source document file on your computer If a message appears stating that the file does not match the source document s file format you have chosen a file in a different format than the original source document Click OK to close the message and then click Browse and select the correct source document 3 Click Replace In the confirmation message click OK to update the third party document 6 5 Sorting content objects in the Bl repository By default content objects are sorted alphabetically by title but you can sort the objects by other criteria To sort content objects in ascending order by a particular column click the column heading Click the column heading again to sort the objects in descending order 6 6 Filtering content objects in the Bl repository By default when you view the contents of a folder or a category the Bl launch pad displays all c
165. menus e The Applications menu provides access to plug in applications for the launch pad such as Bl workspaces The applications available depend on your access rights e The Preferences menu provides options for configuring how information appears in the launch pad These preferences override the default preferences set in the Central Management Console CMC until the BI platform is updated Updates to the platform reset all options to the default values e The Help Menu menu provides access to the Bl Launch Pad Help and the About dialog box that contains product information e ALog Off button that you click to quit the launch pad 3 2 Home tab You use the Home tab to manage documents and BI launch pad features The default Home tab includes the following areas e My Recently Viewed Documents lists the last 10 documents that you viewed sorted by view date with the most recently viewed document at the top e Unread Messages in My Inbox lists the 10 most recent unread messages in your BI Inbox To view all messages click See More in the lower right corner of the module e My Recently Run Documents lists the last 10 documents in the repository that you scheduled or ran with the status of each document instance To view successful instances or details of failed instances click an instance link e Unread Alerts shows the last 10 unread alert notifications To view all alert notifications click See More in the lower right corner o
166. method so that when a profile conflict occurs the profile resolution determines whether instances will be merged or delivered as separate documents in a publication You can select a profile resolution method only in the Central Management Console CMC You cannot select it when designing a publication in the BI launch pad 1 Inthe CMC go to the Folders management area and locate the publication to select a profile resolution method for Right click the publication job and select Schedule In the Schedule dialog box expand Additional Options and click Advanced 4 Under Profile Resolution Method perform either of the following actions o Select Do not merge if you want profiles from multiple user groups to result in separate documents o Select Merge if you want to apply profiles from multiple user groups to the same document 5 Click Schedule 11 6 11 8 Selecting a report bursting method in the CMC Select a report bursting method to determine how source documents are personalized processed and delivered in a publication Before selecting a report bursting method ensure that the publication contains Web Intelligence documents intended for Enterprise recipients and that profiles used for personalization have filter expressions Report bursting methods use different filter types to personalize and process documents For example the One database fetch for all recipients option uses a report filter and the One database fetch per rec
167. navigation list and select Publication Extension In the Publication Extension Name box enter a name for the extension In the Class Name box enter the fully qualified class name for the extension Optional In the Parameter box enter a parameter name NOOR WNDE To use the extension after processing but before delivery above the Before Publication Delivery list click the Add button The extension is added to the Before Publication Delivery list 8 Touse the extension after delivery above the After Publication Delivery list click the Add button The extension is added to the After Publication Delivery list 9 Click Save Business Intelligence Launch Pad User Guide 140 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 11 6 11 5 Enabling email notification for a publication job in the CMC Enable email notification when you want to receive an email message after a publication job runs Before enabling email notification confirm that the Adaptive Job Server is properly configured You can enable email notification only in the Central Management Console CMC You cannot enable it when designing a publication in the BI launch pad 1 Inthe CMC go to the Folders management area and locate the publication job to enable email notification for 2 Right click the publication job and select Schedule 3 Inthe Schedule dialog box click Notification in the navigation list and expand Email
168. nce is saved to publication An FTP server e Use the default settings forthe e Output File Repository Server destination e Selected FTP server You must enter the FTP server lo cation in the Host box If you do not the platform uses the FTP server configured for the Adaptive Job Server e Enter the port number user name and password and ac count e Enter a directory name e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box e Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 119 File System If you are sending the publication to the File System destination and some recipients share identical personalization values you can clear the Deliver objects to each user check box to decrease overall processing time When you clear Deliver objects to each user placeholders used when configuring destinations will contain the publisher s not the recipient s information Publication destination Actions you can perform on the Instance is saved to publication
169. nce to retrieve the latest data from the data source Scheduling and viewing instances ensures that objects have the most up to date information available for viewing printing and distributing The default time zone is local to the web server that runs the BI platform not to the Central Management Server CMS that your machine connects to Before scheduling objects confirm that your local time zone is selected in the BI launch pad preferences If you do not have access rights to view or to set your preferences contact your system administrator Related Information Personal preferences page 20 Your personal preferences determine how you log on to the BI launch pad which views appear and which settings apply to viewed objects 7 1 Scheduling an object For object options with a default setting you can keep the default or change the setting when scheduling an object Before scheduling a Web Intelligence document confirm that a context is set in the document If there are multiple contexts in the Web Intelligence document refresh the document with the correct context before scheduling it Documents without a context cannot be scheduled 1 On the Documents tab right click the object to schedule and select Schedule 2 Inthe Schedule dialog box click a category in the navigation list and then set options in that category for the object Repeat this step for each category that you want to set scheduling options for 3 Click Sch
170. nces in a publishing workflow e You do not use personalization to design source documents for SAP recipients Each SAP recipient has a profile value mapped to a user account outside of the Bl platform and the profile value serves as built in personalization You do not need to create profiles and profile values for SAP recipients in the platform or to map profiles to source document fields e The only report bursting method that works for a publication intended for SAP recipients is One database fetch per recipient It maximizes security and individually processes the database logon credentials of each publication recipient Business Intelligence Launch Pad User Guide 112 O 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications For information about single sign on configuration and authentication see the SAP BusinessObjects Business Intelligence Platform Administrator Guide 11 5 Publications for Live Office When you design publications for use with SAP BusinessObjects Live Office consider this information e Dynamic content documents can consist only of Crystal reports or Web Intelligence documents in the original format e Dynamic recipients are not supported e The only destination option available is Default Enterprise Location e If recipients receive multiple publication instances after personalization they can view only the first publication instance in the Live Office Client Recipients who inher
171. nd search result grouping Facet grouping by report field is available only for Crystal reports and Web Intelligence documents When a search produces many results the BI platform classifies the result information in facets that is groups You can select a facet and view search results for it Search results are classified in the following facets e Document type e Public category e Data in reports e Aspects of the report content Each facet is assigned objects that appear in search results For example the public category facet might include three objects HR reports legal documents and sales reports You can search for 2006 sales by employee and then click the sales reports object in the search results to see only results for sales reports in the public category facet Facets are generated from metadata and document content Content based facets are based on fields or variables in documents For example if the product variable is used in many sale reports the search creates a facet for it You can refine the search by product name to see only results related to that product After refining a search you can view the results or further refine the results by selecting options from other facets The current refinements appear at the top of the search refinement panel Business Intelligence Launch Pad User Guide Working with content objects 2014 SAP SE or an SAP affiliate company All rights reserved 53 Facet grouping by object
172. ned in the report check box the following option is available Insert page break after each report page Select this check box to create page breaks that reflect the page breaks in a report Plain Text Option Description If you clear the Use the export options defined in the report check box the following option is available Number of Characters per Inch Enter the number of characters that should appear per inch in a plain text file The recommended range is be tween 8 and 16 Paginated Text Option Description If you clear the Use the export options defined in the report check box the following options are available Number of Lines per Page Enter the number of lines that should appear on each page of a paginated text file Number of Characters per Inch Enter the number of characters that should appear per inch in a paginated text file The recommended range is between 8 and 16 Business Intelligence Launch Pad User Guide 132 O 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications Separated Values CSV Option Description If you clear the Use the export options defined in the report check box the following options are available Delimiter Enter the character to use as a delimiter Separator Enter the character to use to separate values or select the Tab check box to separate values with tabs Mode Select Standard Mode
173. ng gives you additional control over when a publication runs Use events to trigger a publication to run or use a publication job to trigger an event For information about events see the SAP BusinessObjects Business Intelligence Platform User Guide 1 Right click the publication to select events for and select Schedule 2 Inthe Schedule dialog box click Events in the navigation list 3 To specify file based and custom events for a publication click the gt button to move events from the Available Events list to the Events to wait for list The events trigger the publication job to run 4 Tospecify schedule events for a publication click the gt button to move events from the Available Schedule Events list to the Events to trigger on completion list Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 139 The events occur after the publication job runs 5 Click Schedule 11 6 11 3 Selecting a server group for a publication You cannot schedule publications across sites in a federation For information about server groups see the SAP BusinessObjects Business Intelligence Platform Administrator Guide Right click the publication to select a server group for and select Schedule In the Schedule dialog box click Scheduling Server Group To run the publication job at its site of origin select the Run at origin site check box eU NEP Select
174. ning parameters as needed 9 To view the report with the new parameter values click Apply 5 5 5 Viewing alerts in a Crystal report You can view alerts for a Crystal report in the Central Management Console CMC 1 Goto the Folders management area of the CMC 2 Locate the folder or category that contains the Crystal report to view and select the report 3 Select More Actions gt Alerts J The Alerts dialog box appears displaying the instances that triggered the alert 4 Double click an instance title to open an instance Business Intelligence Launch Pad User Guide 38 O 2014 SAP SE or an SAP affiliate company All rights reserved Viewing objects 5 5 6 Printing Crystal reports You can print successful instances of Crystal reports and of reports viewed on demand Depending on the Crystal report viewer you use the steps in this task may vary However the general instructions for printing reports are the same If on screen instructions are provided follow them instead of performing this task 1 Note The person who designs a report chooses the page orientation You cannot change it in the Print dialog box 1 Open the document to print On the viewer toolbar click So In the Print dialog box under Print range select All or enter the page range to print Under Copies enter the number of copies to print Select the Collate check box to print pages in numerical order For example if you are printing two copies of a
175. nitor comments about the feeds you follow e Reply to posted comments e Post news or start a discussion thread When a document has multiple instances the feed panel lists the instance names and run times You select an instance in the list to display its feed If the feed has comments the comments appear on the feed panel 12 2 1 Collaboration drawer Option Description Drop down list of instance names and run times Chronologically lists instance names and run times with the most recent instance at the top Select an in stance to view its feed Say something box Enter a comment about a feed s Click to refresh a feed to view the latest comments button Post button After entering a comment in the Say something box click this button to add the comment to the feed Click to follow a feed button S Click to stop following a feed button 12 2 2 Opening the feed panel You can open the feed panel from anywhere in the Bl launch pad for example on a new tab or when viewing a document via an OpenDocument link 1 Select a document and click lt on the details panel The details panel opens with the Summary drawer open 2 Click the Collaboration drawer at the bottom of the panel The Collaboration drawer opens showing the feed panel If you are using SAP Jam you are automatically logged on to it 3 If you are using SAP StreamWork and this is the first time you are accessing the fe
176. ns For online access to Crystal reports through the Central Management Console CMC use the default DHTML web viewer Do not use the legacy Java viewer which does not provide the same functionality as the DHTML viewer 34 O 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide Viewing objects o SAP BusinessObjects Welcome Administrator Applications y Preferences Help Y Log Off Pp Home Documents World Sales Report 2 f PS afa 1 M a SAP CRYSTAL REPORTS Main Report Busa E Germany E England El Switzerland Bitaty E others Country Total Sales USA 57 573832 Germany 15077 710 England 13073229 Switzerland 11228000 Italy 11 042200 Others 51 239 713 World Sales Report Top 5 Countries Sales Percent of Total 352 95 82 71 69 322 Oth ers 5 5 1 3 1 Web Java viewer toolbar Toolbar option Description amp Click to print a Crystal report Click to refresh a Crystal report to the most current data from the report s data source ih Click to export a Crystal report to your computer or to a location on a network Click to stop loading a Crystal report 3 E Click to show or hide the group tree which you use to navigate through data in a Crystal report Business Intelligence Launch Pad User Guide Viewing objects O 2014 SAP S
177. nt Console CMC in the BI platform To request access contact your system administrator 1 On the header panel click Preferences In the Preferences dialog box click Web Intelligence 3 Under When viewing a document choose a locale o Select Use the document locale to format the data to retain the locale used when a document was created o Select Use my preferred viewing locale to format the data to use your PVL 4 Click Save amp Close 4 5 5 Drill options for data in Web Intelligence documents Drilling on a document filters which data appears in it You can specify how Web Intelligence documents behave when you drill up or drill down on data When you start the drill mode the drill toolbar appears at the top of a document and displays the value s that you drill on Each table chart or free standing cell in a document represents a specific block of data When a document has multiple blocks of data you can drill on a single block or on all of the blocks at the same time The following examples drill on a table to analyze detailed results per service line and to show how each drilling option affects the document In the first example Synchronize drill on report blocks is selected Both the table and the chart display the drilled values Service Line J Revenue Revenue Accommodation 673 664 00 Food amp Drinks 169 680 00 800 000 128 100 00 600 000 400 000 200 000 0 Accommodation Food amp Drinks Recreation
178. nt object in the Bl repository When a search produces many results the BI platform groups the results into facets categories 1 On the Documents tab enter the search text in the search box If you pause while typing the launch pad s quick search functionality displays the top six matches based on the text entered If matches do not appear immediately continue entering the search text Business Intelligence Launch Pad User Guide 58 2014 SAP SE or an SAP affiliate company All rights reserved Working with content objects 2 Click 4 on the toolbar Search results appear on the list panel 3 Double click an object link to view search results or click a facet in the Search drawer to refine the results and then double click an object link In an HTML viewer when you double click a Web Intelligence document or a Crystal report a viewer opens and displays the first match of the search text in the report Business Intelligence Launch Pad User Guide Working with content objects O 2014 SAP SE or an SAP affiliate company All rights reserved 59 7 Scheduling objects You can schedule an object to automatically run at specified times When a scheduled object runs successfully an instance is created An instance is a version of the object that contains data from the time the object ran You can view a list of instances in an object s history If you have access rights to view objects on demand you can view and refresh any insta
179. nt that contains the text to locate On the viewer toolbar click ah i The Search Bar panel appears under the document In the search box enter the text to locate Click the arrow on the icon and select Ignore case or Match case Click M gt beside the search box Optional Click Find Previous to search for the previous occurrence or Find Next to search for the next occurrence 5 6 5 Drilling on data in a Web Intelligence document You can drill on data to see the information beneath charts and summarized groups in Web Intelligence documents 1 Open the Web Intelligence document that contains the data to drill on 2 On the viewer toolbar select Drill Start Drill Mode J and click the link to drill on 3 Once the viewer is in drill mode select Drill gt Snapshot Jto takea photograph of the drilled view and open it on a new tab 4 To apply filters to your view of the document click Filter Bar on the viewer toolbar and set the filters 5 Select Drill gt End Drill Mode 1 Business Intelligence Launch Pad User Guide Viewing objects O 2014 SAP SE or an SAP affiliate company All rights reserved 43 6 Working with content objects All documents and files in the BI platform hyperlinks shortcuts Crystal reports and Web Intelligence documents are considered objects The platform uses folders and categories to organize objects Objects must belong to one folder but they can be assigned to no or seve
180. nterprise Portal and Knowledge Management 1 Logontothe Bl launch pad 2 Perform one of the following actions o On the Home tab click BEx Web Applications in the My Applications module o o Onthe header panel click I gt Applications BEx Web Applications 1 3 Logontothe NetWeaver Business Warehouse BW system In the Open dialog box select a BEx web template You can select only BEx web templates with data sources that are stored in the BW master system Your system administrator defines which BW system is configured as the BW master system in Bl platform The BEx Web application opens and you can navigate data in it 14 3 2 Saving BEx web applications as bookmarks Before creating a bookmark choose which BEx navigational state to bookmark for later use To decide on a BEx tab in the BI launch pad navigate to the data and select a navigational state 1 Inthe context menu for the BEx web application select lp Distribute and Export gt Bookmark 1 Depending on the BEx configuration the Bookmark option may be available on the context menu or as a button 2 Save the BEx web application in a favorites folder in your browser After logging on to the BW system you can access the BEx bookmark in your favorites or send it as a link to other users For information about BEx Web Application Designer web items and web design API commands go to the SAP Help Portal at http help sap com and click SAP NetWeaver Busines
181. nts This section contains recommendations for adding dynamic content documents to publications Use publication log files to troubleshoot errors in failed publications When you schedule publications to run log files are generated to record errors that may occur when the publications are processed To view all log files for a publication instance select I gt More Actions gt History Jin the History dialog box click the link for the instance in the Instance Time column The instance details appear in a new window If using parameter based personalization for Crystal reports set parameters to default Parameter based personalization may lead to slower publication performance To significantly speed performance personalize Crystal report publications by mapping fields to Enterprise recipient profiles or to dynamic recipient personalization values If you must personalize Crystal reports using parameters in the Personalization section set parameters to their default value i Note Before you can use Enterprise recipient profiles in publications the profiles must be configured in Bl platform Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 149 View and schedule individual dynamic content documents before adding them to a publication If you can view and schedule dynamic content documents successfully the data source connection is working properly
182. o a file name The check box is selected by default to ensure that each file name has a file extension If a file name does not have a file extension you may be unable to open the document You can also add a file extension placeholder when scheduling to the following destination locations e BI Inbox e Email e FTP server e File system Business Intelligence Launch Pad User Guide Getting started with the BI launch pad 2014 SAP SE or an SAP affiliate company All rights reserved 11 2 4 Licensing Each type of user license in the BI platform grants or restricts access to particular tasks and applications Depending on which license you have you may be unable to access some applications or to perform some tasks in the BI repository The platform supports the following types of user licenses e BI Viewer e Bl Analyst e Concurrent user e Named user To determine which license you have contact your system administrator For more information about licensing see the SAP BusinessObjects Business Intelligence Platform Administrator Guide on the SAP Help Portal at http help sap com 2 5 Key concepts Familiarize yourself with key concepts in the BI launch pad Depending on which tasks you perform some concepts may not apply to you Term Definition Objects An object is a document or file created in the BI plat form or other software that is stored and managed in the platform repository Categories A category is an o
183. o see the latest comments on a document or instance without refreshing the entire document For example this is helpful when a report is pinned to a tab in the Bl launch pad and you want to refresh feeds for the report without refreshing the report Click beside the Post button at the top of the feed panel 12 5 2 Following a feed If you want to be notified about new comments on the document you must follow the feed Before you can follow a feed you must have the following rights for the document or instance e View comments on documents e View comments on documents owned by the user Existing comments on a document appear the first time you view the feed for a document or an instance When you follow a feed on the feed panel you automatically follow all related instances of the document When you follow a recurring instance you follow each instance that results from the original instance On the Documents tab right click a document or instance and select Follow Comments for the feed appear on the feed panel and the Collaboration column displays the amp icon for the document or instance 12 5 3 Viewing collaboration comments for an instance on a new tab 1 On the Documents tab right click an instance in a folder and select History Business Intelligence Launch Pad User Guide 156 O 2014 SAP SE or an SAP affiliate company All rights reserved Collaboration 2 Inthe History dialog box right click the instance and sel
184. ob server is running again you can resume the scheduled instance 9 3 1 Pausing an instance 1 Right click the object instance and select History 2 Inthe History dialog box select the scheduled instance to pause 3 Click Pause 9 3 2 Resuming a paused instance 1 Right click the object instance and select History 2 Inthe History dialog box select the paused instance that you want to resume 3 Click Resume 9 4 Deleting instances from your BI Inbox You can delete all instances from your BI Inbox 1 On the Documents tab expand the My Documents drawer and click Inbox The contents of your BI Inbox appear 2 Click gt Organize gt Delete All Messages 1 3 When prompted click OK to confirm the deletion Business Intelligence Launch Pad User Guide 86 2014 SAP SE or an SAP affiliate company All rights reserved Working with instances 10 About publishing Publishing makes documents such as Crystal reports and Web Intelligence documents automatically available via email or FTP server saved to disk and managed through the BI platform for web viewing archiving retrieval and scheduling In the BI launch pad or in the Central Management Console CMC in the platform you can tailor documents to different users or recipients schedule documents to run at intervals and send the documents to multiple destinations including BI Inboxes and email addresses 10 1 What is a publication A publication is a coll
185. object s history This check the history box is selected by default Clear this check box if you want the BI platform to automatically delete the instance from the Output FRS to minimize the number of instances on the server Use default settings Select this check box to use the default Adaptive Job Server values for the collaboration application SAP Jam or SAP StreamWork If you do not want to use the default Adaptive Job Server values clear this check box and set the destination options that appear File This box displays the file name You cannot change the name here Select Destination Select an existing or new activity as the destination of the report Use the first list to fil ter activities by worklist Select Worklist Enter the name of the worklist or select it in the list Select Activity Enter the name of the activity or select it in the list Activity Name If the object will publish to a new activity this box displays the name of the activity Activity Objectives This box displays the activity s objectives if available Item Description Optional Enter a description of the object s content to help participants understand what the object is and how to use it Select Activity Type Optional Select the type of activity you are scheduling Add Participants Optional If you are creating a new collaboration activity enter the email address of each participant user to invite to t
186. ocess and distribute for each recipient How you set delivery rules depends on the document type that you want to publish For Crystal reports you specify a delivery rule based on a named alert that the report designer creates in the Crystal report You can also set a delivery rule based on whether a personalized publication contains any data The following diagram illustrates how an alert based global delivery rule works The global delivery rule is set ona document in the publication The Crystal report has a Revenue alert for values greater than 100 000 The publisher creates a global delivery rule based on the Revenue alert The Crystal report will be delivered to recipients only if revenue exceeds 100 000 In this case the delivery rule is met so the Crystal report is delivered Figure 1 Global delivery rule is met The following diagram illustrates how a recipient delivery rule works The publisher creates a recipient delivery rule by which a Crystal report will be delivered only to recipients for whom the report contains data When the report is personalized for each recipient Green Recipient has no data in the Crystal report and does not receive the publication Blue Recipient and Orange Recipient have data in the report and therefore receive the publication Figure 2 Recipient delivery rule is not met Business Intelligence Launch Pad User Guide About publishing 2014 SAP SE or an SAP affiliate company All rights reserved 93
187. ocument with new data from its source The way that you view an object determines which information you see For example e When you double click an object to view dynamic content for example a Crystal report or a Web Intelligence document the latest instance of the document opens If the latest instance is unavailable the object itself opens e When you select lp View gt View J the object opens e When you select lp View gt View Latest Instance 1 the latest object instance opens e When you view a publication or a program object the launch pad displays the object properties if the latest instance is unavailable e You can access Lumira documents lums in Bl launch pad However to view these Lumira documents you need to have SAP Lumira Desktop 1 21 installed If an option is not available you do not have access rights to that option 5 1 Viewing an object If an object has dynamic content for example a Crystal report or a Web Intelligence document the latest instance of the document opens when you view an object If the latest instance is unavailable the object itself opens If the latest instance of a publication or program object is unavailable the object properties open On the Documents tab locate and double click the object to view 5 2 Refreshing an object Refreshing an object enables you to view data on demand However refreshing may use a considerable amount of system resources Before you can re
188. ollate or Use printer defaults 9 Optional In the Page Scaling list select Scale to fit Only shrink to fit or Do not scale 10 Optional To center report content on the page select the Center the page check box 11 Optional If the Crystal report is wide and you want it to print on one page select the Fit horizontal pages into one page check box 12 Click Schedule 11 6 9 4 Optional Selecting a recipient delivery rule for a Crystal report You select a recipient delivery rule for a Crystal report in the Schedule dialog box Recipient delivery rules determine whether a publication is delivered to a particular recipient after processing and personalization After creating a publication you can open the publication and change the delivery rules for it 1 Right click the Crystal report to set a recipient delivery rule for and select Schedule 2 Inthe Schedule dialog box expand Additional Options and click Delivery Rules in the navigation list 3 Under Recipient Delivery Rule select Deliver individual document when condition is met or Deliver all documents only when all conditions are met 4 Inthe Condition column beside each document select the condition that must be met before the publication will be delivered 5 Click Save amp Close Business Intelligence Launch Pad User Guide 134 2014 SAP SE oran SAP affiliate company All rights reserved Working with publications 11 6 9 5 Optional Selecting a global de
189. ompany All rights reserved Scheduling objects 7 1 5 1 Publication destinations These destinations are available for scheduled publications e Default Enterprise Location e BI Inbox e Email e FTP Server e File System e SAP StreamWork if enabled and configured The Deliver objects to each user check box is selected by default for all destinations However in some cases you may not want to deliver objects to each user For example three recipients have identical personalization values so they receive the same data in publication instances If you clear the Deliver objects to each user check box one publication instance is generated and delivered to all three recipients If you select the Deliver objects to each user check box the same publication instance is delivered three times once for each recipient Default Enterprise Location If you send a publication to this location choose a folder that is accessible to all recipients Publication destination Actions you can perform on the Instance is saved to publication The folder it was created in e Merge all exported PDF docu Output File Repository Server ments Crystal reports onl oy P y Historical instances are saved to the default Enterprise server but not to any other destination e Package the publication as a compressed zip file Business Intelligence Launch Pad User Guide Scheduling objects O 2014 SAP SE or an SAP affiliate company All rights res
190. ontent objects that you have access rights to view Content objects are sorted alphabetically by title but you can filter them by column heading To filter content objects by data you choose point to the column heading that you want to base the filter on A Y funnel icon appears in the column heading Click ie to configure the filter options which vary for each column 1 On the Documents tab point to the column heading to filter on and click Y inthe heading The filter options for that column appear 2 Configure filter options as needed o To filter by title in the Title column enter an object title in the text box and click OK o To filter by object type in the Type column select the check box for each object type s to view and click OK o Tofilter by the time when the object last ran in the Last Run column select the start time and the end time and click OK o Tofilter by the object creator in the Created By column select Everyone or Me and click OK o To filter by the time when the object was created in the Created On column select the start time and the end time and click OK Only filtered content objects in the folder or category appear Business Intelligence Launch Pad User Guide 48 2014 SAP SE or an SAP affiliate company All rights reserved Working with content objects 6 6 1 Removing a filter Click Y on the column heading that the view is filtered on select the Clear Filter check box and click
191. order click El Business Intelligence Launch Pad User Guide 40 O 2014 SAP SE or an SAP affiliate company All rights reserved Viewing objects 5 6 Viewing Web Intelligence documents When you open a Web Intelligence document the document appears in a viewer Depending on the type of viewer and the functions enabled by your system administrator you can perform different activities in the viewer The following sections provide information about the Web Intelligence toolbar and instructions for working with the navigation map displaying user prompts finding text and drilling down on data in documents For instructions on performing analysis on Web Intelligence documents see the Web Intelligence documentation 5 6 1 Web Intelligence viewer toolbar Toolbar option Description Web Intelligence menu Use this menu to show or hide parts of the Bl launch pad user interface You can select the Filter Bar Outline Side Panel Normal Minimized or Off Report Tabs and Status Bar launch pad options Click to create a new Web Intelligence document Click to open a Web Intelligence document for viewing i Y Use this menu to save changes to a Web Intelligence document to various file formats with a new name locally on your computer Click to create a PDF version of a Web Intelligence document for printing O ick to search for text in a Web Intelligence document Q ick to show the dates for Web Intelligen
192. ot as their res of SAP SE Please see are those that are set forth in accompanying such products and services if any Nothin ituting an additional warranty vendors National product specifica rials are provided and SAP or its aft errors or omissions with respect to or SAP or SAP af onstrued as cons her SAP products ional purposes only wit by SA iliated iliate c P SE or an SAP affilia hout representation o the ex 2014 SAP SE or an SAP affiliate company All rights reserved No part of this publication may be reproduced or transmi form or for any purpose without the express permission o or an SAP affiliate company The information contained herein may be changed without prior notice Some software products marketed rietary software components of other software y SAP SE and its distributors ions may vary companies shall not be liable for he materials The only ompany products and services ress warranty statements ted in any f SAP SE e company r warranty g herein and services mentioned herein as well pective logos are rademarks or registered trademarks or an SAP affiliate company in Germany and other countries All other product and service names mentioned are the trademarks of their respective companies http www sap com corporate en legal copyright index epx for additional trademark information and notices
193. p Close Business Intelligence Launch Pad User Guide Alerting 2014 SAP SE or an SAP affiliate company All rights reserved 169 14 Applications and the BI launch pad 14 1 Working with applications in the Bl launch pad The Bl launch pad is an integration point between the repository and these SAP BusinessObjects applications e Analysis edition for OLAP e BExWeb e Bl workspaces e Crystal Reports for Enterprise e Web Intelligence In the launch pad you can start an application and then create view and edit corresponding objects and save your changes or new objects directly to the repository The applications available and the tasks you can perform in them are determined by your access rights which your system administrator assigns 14 2 Starting an application in the BI launch pad There are two ways to start an application in the BI launch pad Perform either of the following actions o Onthe Home tab click the application in the My Applications module o Onthe header panel from the Applications menu select the application The application you selected opens in a new window 14 3 BEx web applications in the Bl launch pad You can use BEx web applications in the Business Explorer BEx of Business Warehouse BW for data analysis reporting and analytical tasks BEx is the SAP Business Intelligence suite It provides flexible reporting and query reporting and analysis tools for strategic decision making
194. pecified start time and instances will be created hourly at that time until the object stops running at the specified end time Choose the time to run the object in the Hour N and Minute X lists select when to start and to stop run ning the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times Daily Runs the object once daily at the specified start time The first instance will be created at the specified start time and instances will be created daily at that time until the object stops running at the specified end time Choose the day of the week to run the object in the Days N box select when to start and to stop running the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times Weekly Runs the object each week on the selected days at the specified start time The first instance will be created at the specified start time and instances will be created each week on those days at that time until the object stops running at the specified end time Select the check box for each day on which to run the object choose when to start and to stop running the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times 122 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide Working with publications
195. ped to recipient IDs full names and email addresses are correct b To redistribute the publication to all dynamic recipients select Use entire list c Toredistribute the publication to selected dynamic recipients click the gt button to move recipients from the Available list to the Selected list 5 Click Redistribute The publication history appears and the redistributed instance has a status of Running The date in the Instance Time column is updated to reflect the redistribution time 11 7 7 Retrying a failed publication Before retrying a failed publication view the log file for the publication instance address any errors and reschedule the publication 1 Select the failed publication instance 2 Perform either of the following actions o Inthe BI launch pad select More Actions gt History 1 o Inthe Central Management Console CMC select I gt Actions gt History 1 The instance status changes to Running If the publication fails again review the new log file and fix any errors that occurred Business Intelligence Launch Pad User Guide 146 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 11 8 Publication performance You can improve publication performance by modifying the Adaptive Processing Server the Publishing Service and the Publishing Post Processing Service Adaptive Processing Server Area Consideration CPU and memory Move the Adaptive Processing S
196. pinningsa taby testa aise fod tee ta Sa ee aor oi iat et ca as eh a ain ed te 30 Viewing CryStal reports 8 ein awk be RAS SAE Ra Cae a eA a Reta ea eed 30 55 1 Crystal reporte WES 2 avid sea Gee ets ie edie See ot ee ted ede aes 31 5 52 Opening the group tree in a Crystal report viewer annasaaa aaua ee 37 5 93 Drilling on data ina Crystal report iss dd td A daw ica 38 5 5 4 Viewing and editing parameters of Crystal reports ina web Viewer o ooo o cooo ooo 38 5 5 5 Viewing alerts ina Crystal report so era ssaa ep a r aui eee 38 5 5 6 Printing Crystal repris sinen Sas a ee eek hg RL a aA ice Se fe pede Sak ha ge Lil EA 39 5 5 7 Exporting Crystal reponse eaa EA A ase a t i ts aa EA e e A 39 5 5 8 Interactively sorting data in a Crystal report 2 ee 40 Viewing Web Intelligence documents aasan auaa aaua ee 41 5 6 1 Web Intelligence viewer toolbar 1 0 ee Al 5 62 Opening the navigation map in a Web Intelligence document 00 000 eee eee 42 5 6 3 Showing user prompts in a Web Intelligence document 1 2 0 0 0 00 a 42 5 6 4 Finding text in a Web Intelligence document 2 0 ee 43 5 6 5 Drilling on data in a Web Intelligence document 0 0 0 00 ee 43 Working with content objects 2 20 ee 44 Organizing content objects with folders and categories 1 2 ee 44 6 1 1 Creating atolder orcatecony ca oid ae ad a4 we a ody ee ce eee eee 45 6 1 2 Setting the properties of a folder or catego
197. platform so that everyone in the company with appropriate access rights can view it 1 On the Documents tab expand the Folders drawer and select the folder to add a document to The folder contents are displayed Select New gt Local Document 4 In the New Local Document in dialog box beside the File Name box click Browse to locate the document to add and select the document The file name of the document appears in the Title box Optional Enter a description and keywords for the document 5 Ifthe document is a Crystal report a Toretain the report summary information click Use description from report b Toretain the report s saved data click Keep saved data Optional In the MIME box enter the MIME type of the file 7 Optional Under Select one or more categories to add the object to choose a category to assign the document to You can add a document to more than one category or to no category at all Depending on your access rights you may be unable to add the document to some categories 8 Click Add 6 4 Replacing third party source documents A third party also called agnostic source document does not originate in the Bl launch pad For example it may be a Microsoft Word Adobe PDF or Microsoft Excel file Before you can replace a third party source document you must have Edit access rights for the document Although you cannot update the content of third party documents you can replace a third party docu
198. publication format s for a Crystal report page 127 You select the publication format for a Crystal report in the Schedule dialog box Selecting the publication format for a Web Intelligence document page 137 You must select a publication format for each dynamic content source Web Intelligence document in a publication Business Intelligence Launch Pad User Guide About publishing 2014 SAP SE or an SAP affiliate company All rights reserved 101 10 3 5 1 Publication formatting options Document type All document types Crystal reports Format mHTML Description Publishes a document in mHTML format which you can embed in an email For Crystal reports you can embed the content of one report in an email For Web Intelligence documents you can embed the content of one report tab in an email Documents are output in the order that source documents are listed in the New Publication dialog box For example documents at the top of the dialog box appear at the top of the email Publishes a document as a static PDF file When this option is used with PDF merging documents are output in the or der that source documents are listed in the New Publication dialog box For example documents at the top of the dialog box appear at the top of the merged PDF file Microsoft Excel 97 2003 Microsoft Excel 97 2003 Data Only Microsoft Excel Workbook Data only Publishes a document as a Microsoft Excel x1s file
199. r assigned to you you may be unable to access some folders and categories For example your administrator may disable categories if they are not used in your company 6 1 Organizing content objects with folders and categories The BI platform supports both public and personal folders and categories Public folders and categories accessible to all users are typically created by a system administrator Depending on your access rights you may be able to create personal folders and categories in the Bl launch pad You create personal folders under the My Favorites folder Business Intelligence Launch Pad User Guide 44 O 2014 SAP SE or an SAP affiliate company All rights reserved Working with content objects Public folders My Favorites personal folders Corporate categories Personal categories Public folders are created by the administrator or by users who have appropri ate access rights If you have the appropriate rights you can create pub lic folders that contain ob jects viewable by other users who have the appro priate rights To view public folders ex pand the Folders drawer You can create any num ber of folders under My Favorites to organize objects The folders you create are available when you expand the My Documents drawer and click My Favorites You can add objects to your My Favorites folders cre ate shortcuts to or copies of objects in public fold ers and create objects You are
200. r computer or to a location on a network amp Click to print a Crystal report a Business Intelligence Launch Pad User Guide Viewing objects Click to show or hide the group tree which you use to navigate through data in a Crystal report 2014 SAP SE or an SAP affiliate company All rights reserved 33 Toolbar option Description UA Click A to go to the previous page in a Crystal report or to go to the next page select Go to First Page and Go to Last Page in the list to go to the first or last page in a report or enter a page number in the box to go to that page Click to stop loading a Crystal report Click to refresh a Crystal report to the most current data from the report s data source Enter text in the box and click de to search for the text in a Crystal report 100 y Select a percentage in the list to zoom or reduce text in a Crystal report by that percentage 5 5 1 3 Web Java viewer Use this viewer to view refresh and print reports and to export reports to a variety of formats You can access the web Java viewer in any browser that supports Java Virtual Machine Some browsers may experience minor issues when scrolling through reports in the web Java viewer The issues are due to the implementation of Java Virtual Machine If your browser experiences problems repeatedly click the scroll buttons to scroll do not hold down the scroll butto
201. ral categories Folders and categories can be either public that is corporate or personal The BI launch pad users with appropriate access rights can view public folders and categories and add and edit objects in public folders and categories Personal categories and yourMy Favorites folders are for your use you can create new folders and categories and arrange objects in them as needed Personal categories and yourMy Favorites folders are private and cannot be viewed or altered by other BI launch pad users but your administrator can edit them The platform allows you to send objects and instances or shortcuts to objects and instances to other users via a BI Inbox an email address an FTP server an activity in SAP Jam or SAP StreamWork or a default file location Available locations may vary depending on what your system administrator has enabled You send objects from the Documents tab when you browse or view a document and you send instances from an object s history To view objects that have been sent to you on the Documents tab expand the My Documents drawer and click My Inbox Tip You can right click an object title to access all actions that you can perform on the object For example to view the history of an object right click the object and select History You must have appropriate access rights before you can create objects in and add objects to the Bl launch pad Depending on which access rights your system administrato
202. rd that recipients must use to log on Business Intelligence Launch Pad User Guide 136 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 7 Click OK 11 6 10 Designing Web Intelligence documents 11 6 10 1 Selecting the publication format for a Web Intelligence document You must select a publication format for each dynamic content source Web Intelligence document in a publication 1 Right click the Web Intelligence document to specify a publication format for and select Schedule 2 Inthe Schedule dialog box click Formats in the navigation list 3 Under Output Format select the check box beside the format to publish the Web Intelligence document in o Web Intelligence o Microsoft Excel o Adobe Acrobat o mHTML 4 Ifyou selected Comma Separated Values CSV under Format Options and Settings perform the following actions a Inthe Text qualifier list select a text qualifier b Inthe Column delimiter list select a column delimiter c Inthe Charset list select the character set d If you want to enter a new character set select the Enter a new charset check box and enter the character set in the box e If you want to use the settings configured as the default select the Set as default values check box f If you want to generate a comma separated value for each data source select the Generate separate CSV per Data Provider check box Repeat steps 3 to 4 for each format in
203. rect link to a content object so that recipients do not need to navigate folders or categories When a recipient clicks an OpenDocument link in a browser the Bl launch pad logon dialog box appears After the recipient enters valid logon credentials the document opens 1 On the Documents tab right click the document to send and select Document Link An OpenDocument link is generated and the Document Link dialog box appears The link that you created appears in the Link box 2 Copy the OpenDocument link and click OK to close the Document Link dialog box Paste the copied OpenDocument link in an email message to send to recipients 6 113 Creating a URL link to a public folder or a category URL links provide a direct link to a public folder or a category in the Bl launch pad URL links are not available for the My Favorites folder because it is a private folder Recipients must have access rights to a folder or category in order to open ts URL link When a recipient opens a URL link in a browser the Bl launch pad logon dialog box appears After entering valid logon credentials the recipient is directed to the folder or category If the Folders or Categories drawer is not available in the navigation list the recipient does not have access rights to the drawer By default a URL link to either drawer will go to My Favorites in the My Documents drawer When a URL link goes to Public Folders in the Folders drawer or to Corporate Catego
204. results when the word after the minus sign is not found and the re maining search text is found in a document Separate search terms with OR bug OR defect count report Business Intelligence Launch Pad User Guide Working with content objects bug OR defect count report O 2014 SAP SE or an SAP affiliate company All rights reserved This technique produces results when the word before or after OR is found and the remaining search text is found in a docu ment 57 Example Technique Example Description Search for attrib Type Crystal Reports Type Crystal Reports This technique utes searches for at Country USA Country USA tribute values in metadata or con tent To perform an attribute search type the attribute a colon and the value you want to search for Enclose at tribute values of more than one word in quotation marks The first example produces results with an object type value of Crystal Reports The second ex ample produces results with a country value of USA Combine search marketing OR sales finance marketing OR sales This example techniques increase OR decreas finance increase OR produces results trend decrease trend if a document contains either the word mar keting or sales and contains the phrase increase or decrease trend but does not contain the word finance 6 12 3 Finding a conte
205. rganizational alternative to a folder Use categories to label objects Scheduling Scheduling is the process of automatically running an object at a specified time Scheduling refreshes dy namic content or data in an object creates instances and distributes the instances to users or stores them locally Events An event is an object that represents an occurrence in the BI platform system Events can be used for the fol lowing purposes e As scheduling dependencies that trigger actions after a scheduled job runs e To trigger alert notifications e To monitor the performance of the platform Business Intelligence Launch Pad User Guide 12 2014 SAP SE or an SAP affiliate company All rights reserved Getting started with the BI launch pad ae Y Term Definition Calendars A calendar is a customized list of run dates for schedul ing jobs Instances An instance is a snapshot of an object that contains data from the time an object was run Publishing Publishing is the process of making personalized dy namic content publicly available for mass consump tion Profiles A profile is an object that associates users and groups with personalization values Profiles are used with pub lishing to create personalized content and distribute it to recipients Alerting Alerting is the process of notifying users and adminis trators when events occur in the Bl platform 2 6 Key tasks Depending
206. riable to add it Message Enter the message for the body of the email or select variables for the message from the Add placeholder list The available variables are Title ID Owner DateTime your Email Address your User Full Name Viewer and Document Name Click a variable to add it Add Attachment Select this check box if you want to add an attachment to the email message con taining the instance File Name e Touseasystem generated file name for the instance select Use Automatically Generated Name e Tochoose the file name for the instance select Use Specific Name and enter a name or select variables for the file name from the Add placeholder list The available variables are Title ID Owner DateTime your Email Address your User Full Name and File Extension Select the Add File Extension check box to automatically add the file extension to the instance file name If you do not add a file extension you may be unable to open the document Business Intelligence Launch Pad User Guide 76 O 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling objects FTP Server options Option Description Destination FTP Server Keep an instance in Select this check box to retain a copy of this instance in the object s history This check the history box is selected by default Clear this check box if you want the Bl platform to automatically dele
207. ries in the Categories drawer the recipient does not have access rights to a specific folder or category In both cases recipients should contact a system administrator When a URL link to a folder in Public Folders is created but the recipient doesn t have access rights to Public Folders an notification dialog box appears and the URL link defaults to the My Favorites folder 1 On the Documents tab expand the Folders or Categories drawer and locate the folder or category to create a URL link for Business Intelligence Launch Pad User Guide Working with content objects 2014 SAP SE or an SAP affiliate company All rights reserved 51 2 Right click the folder or category and select Folder Link A URL link is generated for the folder or category and the Folder Link dialog box appears The URL link that you created appears in the Link box 3 Copy the URL link and click OK to close the dialog box 4 You can share the copied URL link with recipients 6 12 Searching for content objects The search in the BI launch pad starts looking for matches as you enter search text suggests an alternate spelling for search text proposes documents when no results are found and groups long lists of results The following facets may appear in the Search drawer and provide filtered views of the search results e Location e Type e Refresh Time e Author e Data Source If a search generated more than five facets click More to view the rema
208. rights on the corresponding event e View rights and Subscribe rights on the user Content administra tor Trigger a document alert e View rights and Schedule rights on the document e View rights and Trigger rights on the correspond ing event 164 O 2014 SAP SE or an SAP affiliate company All rights reserved Business Intelligence Launch Pad User Guide Alerting Table 12 Event alert rights Role Task Rights required User Subscribe to an event alert e View rights on the event e Subscribe rights on the user s own account By default each user has Subscribe rights on her or his own account User Unsubscribe from an event alert e View rights on the event e Subscribe rights on the user s own account By default each user has Subscribe rights on her or his own account Content administra tor Manage alerting settings for an event e View rights and Edit rights on the event e View rights and Subscribe rights on users or groups to add as subscribers To add a user group to the list of subscribers you must also have View rights and Subscribe rights on the user group object Having View rights and Sub scribe rights on individual users in a group is not suffi cient Content administra tor Trigger an event View rights and Trigger rights on the event Table 13 Alert notification rights Role TASK Rights required User Receive an alert notification Vi
209. rights reserved 3 9 4 10 10 1 10 2 10 3 6122 Searchitechniques 5 2 5 456 Mie ee Eta ge hed tase ote Ebi d ede de aad oo 56 6 123 Finding a content object in the Bl repository 2 0 saana aa 58 scheduling objects lt sone oe A a Go Eee Pee eee ieee ee es 60 scheduling anobject itye e tates A eal adie oP ke a oe ee 60 7 11 Labeling a sch duledinstance ve cuca eaa ca was Ara D DEn nee 60 7 1 2 Selecting arecurrence pattern ne mr wieta vorei miea ee 61 FAS Specifying database logon information 0 0 0 0000 eee 63 714 oelecting an instance formati n eae en ea da nee ee ee 63 ALS Selecting a destination coronar Po iver at aT E a o 68 7 1 6 Applying a record selection tol Ao soy ek sande ha i eked E ak Oa ad dees 79 7 1 7 Scheduling an object with parameters prompts oaoa ee 80 7 1 8 Scheduling an object with events 0 0 0 0 ee eee 80 719 Selecting the scheduling server group for an object naasa aaaea a 81 7 1 10 Selecting a cache format for a Web Intelligence document a aana aaa a 81 TEIL Selecting print settings for a Crystalreport 0 0 ee 82 7 1 12 Selecting a language for Crystal report instances 0 0 0 cee 83 scheduling object Hackages orraa aaa a ae eee tae d ee bie ee eee 84 Scheduling an object packagee cio e ee Bree en Sead eb bee 84 Working with instances oooooooonor eee eee 85 Viewing the latest instance of an object 0 0 tees 85 Viewing an historical instan
210. rts preference setting 4 Ifyou want to print the report after it runs select the Print Crystal reports when scheduling check box and perform the following actions a Under You can use the default printer or specify a printer select Default printer to use your default printer or select Specify the printer and select a printer in the list b Inthe Number of Copies box enter the number of copies you want to print c Under Page Range select All if you want to print every page in the report or select Pages and enter the first page number to print in the from box and the last page number to print in the to box d Inthe Set collate option to list select Collate Do not collate or Use printer defaults to indicate whether to collate printed copies of the instance e Inthe Page Scaling list select Scale to fit Only shrink to fit or Do not scale f Tocenter each page select the Center the page check box g To force horizontal pages to fit the paper select the Fit horizontal pages into one page check box 5 Optional Under Specify page layout beside Set layout to choose the page layout o Touse the report s page layout select Report file default o Touse the printer s page layout select Specify printer settings and select Default printer or Specify the printer Ifyou chose Specify the printer select a printer in the list o Ifyou want to choose the page layout select Custom settings and select Use standard layout settings or
211. ry 1 ee 46 6 1 3 Assigning a content object toacategory 0 0 0c ees 46 Setting mobile properties for an object 0 0 eee 46 Adding a document from your machine to the Bl launch pad 2 2 0 0 00 000 coo 47 Replacing third party source documents 0 00 000 e cee ee 47 Sorting content objects in the Bl repository esns te e d a EE a ee 48 Filtering content objects inthe Bl repository o ooocoocconooao o 48 6 6 1 Removing AMTES dg alt e a idad Cae ete 49 Copying a content ODJECE eric can EE O RE A Seo A A Rae ee ea 49 Moving a CONtent ODjeCtss A IA IAE A RL BUR Rak A A ne IRAE AA 49 Deleting a content object ocre daa bie 49 Quick access to content objects siuh d E goea a mate ed A a eee 50 6 10 1 Creating ashortcut toa contentobject oss ronseetcs dias Dra eee 50 6 10 2 Creating a hyperlink to a content object a saasa naa aaa eee 50 Sharing content objects with recipients usasa uaaa eaaa ee eaaa 50 6 11 1 Sending a content object or an instance to a destination saasaa ee 50 6 11 2 Creating an OpenDocument link to a content object a a 0 0 00 0 ee ee 51 6 113 Creating a URL link to a public folder or a category 2 0 ce ee 51 Searching for contentobjects ici dias da a nta rad 52 6 121 What the search looks for per content object o o oo ocococoooooooo 54 Business Intelligence Launch Pad User Guide Table of Contents O 2014 SAP SE or an SAP affiliate company All
212. s Crystal reports only e Package the publication as a compressed zip file FTP Server If you are sending the publication to the FTP Server destination and some recipients share identical personalization values you can clear the Deliver objects to each user check box to decrease overall processing time When you clear Deliver objects to each user placeholders used when configuring destinations will contain the publisher s not the recipient s information Publication destination Actions you can perform on the Instance is saved to publication An FTP server e Use the default settings forthe e Output File Repository Server destination e Selected FTP server You must enter the FTP server lo cation in the Host box If you do not the platform uses the FTP server configured for the Adaptive Job Server e Enter the port number user name and password and ac count e Enter a directory name e Accept the default file name enter a file name or add place holders If you select Use Specific Name enter a file extension or add the File Extension placeholder to the box e Automatically add the extension to file name If you do not add a file extension to a file name you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file Business Intelligence Launch Pad User Guide About publishing 2014 SA
213. s Intelligence Launch Pad User Guide Applications and the BI launch pad O 2014 SAP SE or an SAP affiliate company All rights reserved 171 15 Working with discussions You can use discussions to post notes to other BI platform users about reports hyperlinks programs and BI platform objects You can add notes or create a discussion thread for any object you can access Related notes are organized in a hierarchy Discussions are disabled by default Before you can use discussions your system administrator must enable discussions for the BI launch pad and assign view rights to objects and associated notes that you can view For more information contact your system administrator Users with appropriate access rights can view your notes and add comments to a discussion thread 15 1 Opening the Discussions drawer Discussions notes and threads for each object are located in the Discussions drawer on the details panel 1 On the Documents tab select an object and click lt on the details panel The details panel opens 2 Expand the Discussions drawer The drawer displays all notes and threads for the object you selected 15 2 Adding a note In order to add notes to an object you must have the appropriate access rights for the object 1 Open discussions 2 Click al In the Subject box type the subject of the note The maximum length of the subject is 255 characters 4 Inthe Message box type the body text of the note
214. s created by other users or notes containing replies to a discussion thread unless you have administrative rights 1 Open discussions 2 Locate and select the note to delete and click x Business Intelligence Launch Pad User Guide Working with discussions 2014 SAP SE or an SAP affiliate company All rights reserved 173 Important Disclaimers and Legal Information Coding Samples Any software coding and or code lines strings Code included in this documentation are only examples and are not intended to be used in a productive system environment The Code is only intended to better explain and visualize the syntax and phrasing rules of certain coding SAP does not warrant the correctness and completeness of the Code given herein and SAP shall not be liable for errors or damages caused by the usage of the Code unless damages were caused by SAP intentionally or by SAP s gross negligence Accessibility The information contained in the SAP documentation represents SAP s current view of accessibility criteria as of the date of publication it is inno way intended to bea binding guideline on how to ensure accessibility of software products SAP in particular disclaims any liability in relation to this document This disclaimer however does not apply in cases of wilful misconduct or gross negligence of SAP Furthermore this document does not result in any direct or indirect contractual obligations of SAP Gender Neutral Language
215. scussions e Post comments on documents and instances and view comments posted by other SAP Jam or SAP StreamWork users about public documents You view and post comments for feeds on the feed panel SAP Jam does not support Microsoft Internet Explorer 11 12 1 Collaboration column Collaboration options appear on the Documents tab in the Bl launch pad When someone makes a comment on a document or an instance tooltips in the Collaboration column on the tab describe the status of feeds and icons indicate whether a document has comments and whether you are following a feed Option Description feed panel Displays comments posted by other users for docu ments or instances that you have view or comment rights to This is where you participate in discussions Collaboration drawer Click this drawer to open or close the feed panel Collaboration column This column displays icons that indicate the status of feeds and of your participation in them Follow and Unfollow Select these menu options to follow or to stop following a feed For convenience you can also select the op tions on the More Actions menu Collaboration destination Choose this destination from the Send menu to send or from the Schedule menu to schedule documents for collaboration Business Intelligence Launch Pad User Guide 152 2014 SAP SE or an SAP affiliate company All rights reserved Collaboration 12 11 Icons in the Collaboration col
216. secure This option is secure for most Crystal reports regardless of whether reports are delivered in their original format e One database fetch for each batch of recipients A publication is refreshed personalized and delivered to recipients in batches based on the personalization values specified for the recipients The batch size depends on the specified personalization value and is non configurable This report bursting method uses the data source logon credentials of the publisher to refresh data This is the default option for Crystal report publications and the recommended option for high volume scenarios With this option you can process batches concurrently on different servers which can greatly decrease the processing load and time required for large publications This option is not available for Web Intelligence documents e One database fetch per recipient Data in a document is refreshed for every recipient This report bursting method uses the data source logon credentials of the recipient to refresh data For example if there are five recipients for a publication the publication is refreshed five times This option is recommended to maximize security for delivered publications For Crystal reports based on universes or on Business Views support select this option to maximize security Related Information Selecting a report bursting method in the CMC page 142 Select a report bursting method to determine how source documents
217. selected by default for the source document When this check box is selected the document is refreshed against its data source when the publication runs 4 Ifyou do not want to refresh a source document against its data source when the publication runs clear the check box for that document in the Refresh At Runtime column To improve system performance clear the check box in the Refresh At Runtime column for each document you do not need to refresh 5 Click Save amp Close 11 6 4 Selecting a destination for a publication You select a destination for a publication in the Schedule dialog box 1 Right click the publication to select a destination for and select Schedule 2 Inthe Schedule dialog box click Destinations 3 Optional To avoid storing publication instances on your system clear the Default Enterprise Location check box under Select Destinations Business Intelligence Launch Pad User Guide 114 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications 10 11 12 Set a low instance limit on the publication object For instructions see the SAP BusinessObjects Business Intelligence Platform User Guide Under Select Destinations select the check box beside each destination that you want to send the publication to If you want to create a shortcut to the publication select both BI Inbox and Default Enterprise Location as destinations Ifthe publication will be sent to email
218. splay all available modules and click the Bl launch pad modules icon to display a list of the modules you can add 3 Drag the SAP StreamWork Feed module to the main pane of the window An SAP StreamWork custom home page is added to the launch pad 4 Click Exit Edit Mode in the upper right corner and click Yes to exit The Save As dialog box appears 5 Inthe Filename box enter a title for the page This text appears as the label on the SAP StreamWork page 6 Beside Assign Category select Personal Categories or Corporate Categories 7 Click Save Business Intelligence Launch Pad User Guide Collaboration 2014 SAP SE or an SAP affiliate company All rights reserved 155 12 5 Document feeds Document feeds enable you to monitor comments posted by other users and to participate in discussions You can monitor feeds on the Documents tab on the feed panel or on an SAP StreamWork tab if available e For each document or instance for which you have the View comments on documents right and the View comments on documents owned by the user right you can view discussions on the feed panel e For each document or instance for which you have the Comment on documents right and the Comment on documents owned by the user right you can comment on discussions on the feed panel If you do not have the access right s needed for a document or an instance contact your system administrator 12 5 1 Refreshing a feed You can refresh a feed t
219. t e Owner e Description e Object type e Number of instances e Last run date for objects that can be scheduled If SAP Jam or SAP StreamWork is integrated with the BI launch pad the panel is called the feed panel and includes a Collaboration drawer Click the drawer to view feeds and to add comments for a document By default discussions are disabled in the launch pad However if discussions are enabled and view rights are assigned to objects and associated notes the Discussions drawer is available on the details panel Click the Discussions drawer to show posted comments about a document To enable discussions contact your system administrator 3 3 5 1 Opening the details panel You can open the details panel from anywhere in the Bl launch pad and when viewing a document via an OpenDocument link If collaboration with SAP Jam or SAP StreamWork is enabled for the launch pad the details panel is called the feed panel Click lt on the left edge of the details panel You can also click Details on the toolbar The details panel appears with the Summary drawer open You can click a document or instance to display its summary information If SAP Jam or SAP StreamWork is integrated with the launch pad a Collaboration drawer appears instead If discussions are enabled a Discussions drawer appears instead Business Intelligence Launch Pad User Guide 18 O 2014 SAP SE or an SAP affiliate company All rights reserved User interface
220. t sources by the Recipient ID column This is especially important when you are running a high volume publication or when you selected One database fetch for each batch of recipients because it can reduce the number of deliveries to recipients with multiple personalization values For Crystal report dynamic recipient sources confirm that database configuration information is correct In the CMC select the dynamic recipient source select I gt Manage gt Default Settings J and confirm the following settings Business Intelligence Launch Pad User Guide 150 2014 SAP SE or an SAP affiliate company All rights reserved Working with publications e Under Database Configuration confirm the database logon information is correct and Use same database logon as when report is run is selected e Under Parameters confirm that all parameters have values and all Prompt when viewing check boxes for parameters are cleared If using Crystal report dynamic recipient sources contact your administrator and confirm that the RAS is configured correctly The Report Application Server RAS must be configured to read at least the same number of database records as the number of recipients in the dynamic recipient source For example to process a dynamic recipient source with data for 100 000 recipients the RAS must be set to read more than 100 000 database records 11 8 3 Recommendations for sending and receiving email publication instances If possible v
221. tal report viewing preferences i Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 1 On the header panel click Preferences 2 Inthe Preferences dialog box click Crystal Reports in the navigation list Under Select a default view format select a viewer for displaying Crystal reports o Web no downloading required Use this viewer for reports created in Crystal Reports lt does not download files and will work without Java or Activex o Web ActiveX ActiveX required Business Intelligence Launch Pad User Guide 22 O 2014 SAP SE or an SAP affiliate company All rights reserved Personal preferences Use this viewer for versions of Microsoft Internet Explorer that support ActiveX controls o Web Java Java required Use this viewer for web browsers that support the Java Virtual Machine 4 Ifyou selected the Web no downloading required viewer under Select printing control for Web perform one of the following actions o Select PDF one click printing Adobe Acrobat required to export reports to PDF for printing If a report has Flash objects you must export the report to a PDF file before it can be printed o Select ActiveX one click printing ActiveX required to print reports from the viewer You
222. te 1 Business Intelligence Launch Pad User Guide Working with content objects 2014 SAP SE or an SAP affiliate company All rights reserved 49 3 When prompted for confirmation click OK 6 10 Quick access to content objects 6 10 1 Creating a shortcut to a content object To save navigation time create shortcuts to frequently viewed content objects For example to create a shortcut to a frequently viewed object in your My Favorites folder right click the object and select I gt Organize gt Create Shortcut In My Favorites 1 1 On the Documents tab expand the Folders drawer 2 Right click the object to create a shortcut to and select I gt Organize gt Copy Shortcut 1 3 Right click the folder where you want to put the shortcut and select I gt Organize gt Paste Shortcut 1 6 10 2 Creating a hyperlink to a content object To save time create hyperlinks to frequently viewed documents inthe My Favorites folder on the My Documents drawer 1 On the Documents tab expand the Folders drawer 2 Right click the folder to create a hyperlink to and select I gt New gt Hyperlink 1 3 Inthe Hyperlink dialog box click General Properties 4 Enter a title a description and keywords for the hyperlink 5 Click URL and enter the URL of the web page to create a hyperlink to For example enter http www sap com 6 Optional Click Categories and choose one or more categories to assign the hyperlink to 7 Click OK 6 11
223. te the instance from the Output FRS to minimize the number of instances on the server Use default settings Select this check box to use the default Adaptive Job Server values for FTP servers Ifyou do not want to use the default Adaptive Job Server values clear this check box and set the destination recipient options that appear You can change the values in the Servers area of the CMC For more information see the SAP BusinessObjects Business Intelligence Platform Administrator Guide Host Enter the IP address of the FTP server host computer where you want to send the in stance Port Enter the port of the FTP server where you want to send the instance The default is 21 User Name Enter a user name with access rights to upload the object to the FTP server Password Enter the password required to access the FTP server Account Enter the account required to access the FTP server The account is part of the standard FTP protocol but is rarely implemented Enter an ac count only if your FTP server requires it Directory Enter the path to the FTP directory where you want to send the instance File Name e Touseasystem generated file name for the instance select Use Automatically Generated Name e Tochoose the file name for the instance select Use Specific Name and enter a name or select variables for the file name from the Add placeholder list The available varia bles are Title ID Owner DateTime your Email Address your User
224. tem administrator i Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator On the header panel click Preferences In the Preferences dialog box click Change Password In the Old Password box enter your old password In the New Password box enter your new password In the Confirm New Password box enter your new password again Click Save amp Close Down 4 3 Preferred viewing locales The preferred viewing locale PVL determines how dates times and numbers are formatted in the BI launch pad For multilingual objects the PVL also sets the language used to display an object s name and description If an object has multiple translated names and descriptions the display language is determined as follows 1 The system displays the name and description that correspond to the user s PVL The BI platform may use a default fallback locale but it is typically a variation of the user s PVL For example if the PVL is French Canada and the object does not have a translated name and description in Canadian French the platform will use French France Business Intelligence Launch Pad User Guide Personal preferences 2014 SAP SE or an SAP affiliate company All rights reserved 21 2 IfnoPVLis set
225. ter all recipient email ad namic users You must manually enter email dresses addresses for dynamic recipients 13 1 3 Alerting workflow Alerting workflow for Crystal reports 1 The report creator designs a report that contains alerts in SAP Crystal Reports for Enterprise 2 The report creator or a content administrator adds the Crystal report to a folder in the Folders or Personal Folders area of the Central Management Console CMC When the report is added the BI platform automatically creates report event objects based on the alerts in the report 3 Auser logs onto the CMC or to the BI launch pad locates the Crystal report and subscribes to the alert 4 The report creator or a content administrator schedules the Crystal report to run If the alert condition is met the alert is triggered and the user receives notification according to the subscription settings Alerting workflow for events 1 The content administrator creates an event in the CMC and enables alerting on the new event 2 Theuser sees the alert in the Events area of the CMC or searches for the alert in the launch pad and subscribes to it 3 The event occurs triggering the alert 4 Theuser receives notification that the event occurred according to the subscription settings Business Intelligence Launch Pad User Guide Alerting 2014 SAP SE or an SAP affiliate company All rights reserved 163 13 1 4 Access rights required for alerting
226. ters are not needed 5 Under Start drill session choose an option to apply to drill sessions a Toretain a copy of the original document so that you can compare drilled results to the original data select On duplicate report A duplicate of the original report is created When you quit drill mode both the original report and the drilled report remain in the document for viewing b To drill on the current report so that it is modified by your drill actions select On existing report When you end drill mode the report displays the drilled values 6 Click Save amp Close 4 5 6 Selecting an Excel format for Web Intelligence documents The Microsoft Excel format determines the appearance of data in Web Intelligence document instances when scheduling and exporting the documents to Excel i Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 1 On the header panel click Preferences In the Preferences dialog box click Web Intelligence Under Select a priority for saving to MS Excel choose an option o To display data in a format that is similar to Web Intelligence select Prioritize the formatting of the documents o To display data in a text format select Prioritize easy data processing in Excel
227. th a Java applet that must be downloaded o Select Desktop Rich Client Windows only installation required installation required to view documents with a desktop application that must be downloaded Select this option if you plan to work offline occasionally o Select PDF to view documents in PDF Business Intelligence Launch Pad User Guide Personal preferences 2014 SAP SE or an SAP affiliate company All rights reserved 23 4 Click Save amp Close 4 5 2 Selecting a modification interface for Web Intelligence documents Use the modification interface to create and or edit Web Intelligence documents All modification interfaces have similar features and capabilities The only difference is that some of them require a downloaded component 1 Note If the Preferences menu is not available on the header panel in the BI launch pad you do not have the Change preferences for objects that the user owns right assigned in the Central Management Console CMC in the BI platform To request access contact your system administrator 1 On the header panel click Preferences 2 Inthe Preferences dialog box click Web Intelligence Under Modify creating editing and analyzing documents choose a modification interface o Select HTML no download required to create and modify documents over the Internet without downloading components o Select Applet download required to create and modify documents with a Java applet that must be
228. that you selected both Email and Default Enterprise Location as the destination BI Inbox only Under Send As click Shortcut to create a shortcut to the publication or Copy to create a copy of the publication If you are unable to create a shortcut confirm that you selected both BI Inbox and Default Enterprise Location as the destination If you selected multiple destinations repeat steps 5 to 10 for each destination to select and configure the destination Click OK 11 6 4 1 Publication destinations These destinations are available for scheduled publications Default Enterprise Location BI Inbox Email FTP Server File System SAP StreamWork if enabled and configured Business Intelligence Launch Pad User Guide Working with publications O 2014 SAP SE or an SAP affiliate company All rights reserved 115 The Deliver objects to each user check box is selected by default for all destinations However in some cases you may not want to deliver objects to each user For example three recipients have identical personalization values so they receive the same data in publication instances If you clear the Deliver objects to each user check box one publication instance is generated and delivered to all three recipients If you select the Deliver objects to each user check box the same publication instance is delivered three times once for each recipient Default Enterprise Location If you send a publication to this location
229. ties dialog box appears displaying the publication s general properties and title Optional In the Description box enter a description of the publication Optional In the Keywords box enter keywords that are associated with the publication s content 4 Click Save amp Close 11 6 3 Adding source documents You add source documents to a publication in the New Publication dialog box You can add source documents to a publication when you create the publication you cannot add them later When choosing source documents the dynamic content document type determines which options are available When sending source documents as an attachment or a merged PDF file you can set the order in which documents appear In the New Publication dialog box in the Source Documents area select a document in the Selected list and click Move Up or Move Down to move the document to a different place in the order 1 Inthe New Publication dialog box click Source Documents 2 Click Add 3 Inthe Select Source Documents dialog box locate and select dynamic content documents of the same document type to include in the publication and click OK Double click a source document to select it To simultaneously select several source documents hold down the sarrT or crr1 key and click each folder The source documents you selected appear in the Selected list in the New Publication dialog box The check box in the Refresh At Runtime column is
230. time until the object stops running at the specified end time Choose the time to run the object in the Hour N and Minute X lists select when to start and to stop run ning the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times Daily Runs the object once daily at the specified start time The first instance will be created at the specified start time and instances will be created daily at that time until the object stops running at the specified end time Choose the day of the week to run the object in the Days N box select when to start and to stop running the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times Business Intelligence Launch Pad User Guide Scheduling objects 2014 SAP SE or an SAP affiliate company All rights reserved 61 E i Option Description Weekly Runs the object each week on the selected days at the specified start time The first instance will be created at the specified start time and instances will be created each week on those days at that time until the object stops running at the specified end time Select the check box for each day on which to run the object choose when to start and to stop running the object in the Start Date Time and End Date Time lists and enter the date of the start and the stop times Monthly Runs the object on the specified
231. tive decision making and social media to the Bl launch pad 9 1 Viewing the latest instance of an object You can view the latest instance of objects such as Crystal reports Web Intelligence documents publications and object packages 1 Right click the object and select View The latest instance of the object appears in a viewer 2 Ifyou have the refresh rights on the object click 2 on the viewer toolbar to refresh the report or document with the latest information from the data source The latest instance of the object appears in the viewer 9 2 Viewing an historical instance of an object 1 Right click the object and select History Business Intelligence Launch Pad User Guide Working with instances 2014 SAP SE or an SAP affiliate company All rights reserved 85 2 Inthe History dialog box double click a link in the Instance Time column to view the historical instance Click T beside the Instance Time Title Status or Created By column heading to sort and display all instances by that column s information The hal icon appears when you point at a column heading 9 3 Pausing or resuming an instance For objects with a status of Pending or Recurring you can pause and then resume an object s scheduled instances For example if a job server is down for maintenance you can pause a scheduled instance to prevent the Bl platform from running the object Scheduled jobs fail when the job server is not running When the j
232. to stop running the object the day of the week and the week in the month to run the object Calendar Creates an instance on each calendar date you specify at the specified start time Enter the time to start and to stop running the object and select the calendar dates when you want to run the object Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 123 11 6 6 Selecting personalized placeholders for publication source documents You select personalized placeholders for a publication in the Schedule dialog box Before you can use personalized placeholders in publication instance names the publication s source documents must use personalization to filter data When scheduling a publication instance you can use placeholders in the Use Specific Name field for source documents and you can combine text and placeholders and use multiple placeholders in a publication name 1 Right click the publication to select placeholders for and select Schedule 2 Inthe Schedule dialog box click Destinations in the navigation list 3 Under Show options for selected destinations select Use Specific Name and choose a placeholder for the publication name from the Add placeholder list The placeholders you select appear in the Specific Name box for the document title 4 To add individual documents a Under Target Name select Specific
233. type may include objects of other types such as instances For example if you view search results under a Crystal report facet the results may show a Crystal report a PDF document and a Word document with the same name This behavior occurs because the other objects are instances of the same Crystal report Search result ranking Each object in the search results is assigned a score ranging from one to five bars based on its relevance to the search text A score of five bars indicates an object is a strong match and a score of one bar indicates a weak match Related Information What the search looks for per content object page 54 The BI launch pad search looks for particular object types and for particular content within those object types Search techniques page 56 6 12 1 What the search looks for per content object The BI launch pad search looks for particular object types and for particular content within those object types Object type Searchable content Crystal report e Titles e Descriptions e Selection formulas e Saved data e Textfields e Parameter values e Subreports Web Intelligence document e Titles e Descriptions e Universe filter names e Saved data e Constants in filter conditions that are defined in a document e Universe measure names e Universe object names Business Intelligence Launch Pad User Guide 54 2014 SAP SE or an SAP affiliate company All rights reserved Work
234. umn Icon Indicates 8 You are following the feed for this document or instance om Comments are posted for this document or its instances No comments are posted for this document or its instances 12 1 2 Showing the Collaboration column The Collaboration column appears by default if you administrator enabled it in the Central Management Console CMC in the BI platform If it is not enabled you can display the column On the header panel click Preferences In the Preferences dialog box click General Under Choose columns displayed in Documents tab select the Collaboration Discussion Status check box Click Save amp Close pwne The Collaboration column appears on the Documents tab 12 1 3 Hiding the Collaboration column On the header panel click Preferences In the Preferences dialog box click General Under Choose columns displayed in Documents tab clear the Collaboration Discussion Status check box Click Save amp Close Rw PB The Collaboration column no longer appears on the Documents tab 12 2 Feed panel The Collaboration drawer provides access to the feed panel where you can see and post comments about documents that you have view or comment access rights to You can perform the following tasks in the feed panel e Follow or unfollow a feed Business Intelligence Launch Pad User Guide Collaboration 2014 SAP SE or an SAP affiliate company All rights reserved 153 e Mo
235. user name full name or email ad dress in the Find title box e Use the default file name enter a file name or add placeholders If you select Use Specific Name enter a file extension or add the File Extension placeholder in the box e Automatically add the extension to a file name Ifyou do not add a file extension to a file name you may be un able to open the document e Send the publication as a short cut or a copy If you send a publication to a re cipient s Bl Inbox shortcut choose a folder that is accessi ble to all recipients To send a publication shortcut to a Bl In box select both BI Inbox and Default Enterprise Location as the destination e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file Email Before you can schedule or send a report instance to this destination you must enable and configure the email SMTP destination on the Adaptive Job Server Business Intelligence Launch Pad User Guide About publishing 2014 SAP SE or an SAP affiliate company All rights reserved 97 Publication destination Actions you can perform on the Instance is saved to publication Each recipient via email e Use the default settings forthe Output File Repository Server destination e Specified email recipients e Deliver objects to individual users e Required Enter your email ad dress in the From box If you do not enter your email a
236. vents for the object package Click Scheduling Server Group and select a server group option for the object package Click Destinations and select a destination for the object package Oo NOOR WNP Click Components click the name of a component set the notification database logon filter format print cache and parameters or prompts for the component and click OK 9 Repeat step 8 for each component in the object package 10 Click Schedule The object package will run at the scheduled time Business Intelligence Launch Pad User Guide 84 2014 SAP SE or an SAP affiliate company All rights reserved Scheduling object packages 9 Working with instances An instance is a single publication of a report For each scheduled object that runs the Bl platform saves a history of its instances to the default Enterprise server The History dialog box chronologically lists the instances for an object with the most recent instances at the top of the list Depending on the type of object you are viewing the following historical information may be available e Instance time e Title e Status e Created by e Type e Locale e Parameters You can view discussions for an instance in the History dialog box or in the Collaboration drawer of the feed panel if the BI launch pad is integrated with SAP Jam or SAP StreamWork Related Information Collaboration page 152 Hosted on the web SAP Jam or SAP StreamWork adds collabora
237. w eer ead wee eee ee aw Pa ea ta ed 125 11 6 10 Designing Web Intelligence documents 0 0 000 cee eee 137 16 11 Optional publication tasks 2 h Apo A AR lg dudo la dd 138 Running publications and working with published instances 0 2 0 0 cee 143 11 7 1 Testing a publicat v5 32 5 282 a ara eee sae glad wang a taa 143 11 7 2 Scheduling a publication tO rUn 2 ee 143 11 7 3 Subscribing to or unsubscribing from a publication a saasaa aa aaa 144 117 4 Viewing publications sent to the Default Enterprise Location 0 0005 145 11 7 5 Viewing publications sent toa Bl Inbox 2 ee 145 11 7 6 Redistributing a publication instance 1 e a e a a A eee 146 11 7 7 Retrying a tailed publication 00 door sess ee ea vied da ele anole ea He ale De oa 146 Publication performances At ed ia dd de detec at 147 11 8 1 Recommendations for adding source documents o 149 11 8 2 Recommendations for using dynamic recipient Sources 0 2 0 0 ce ee 150 11 8 3 Recommendations for sending and receiving email publication instances 151 Collaboration 2 ire weeks eed oe DRE era ee ee eee eh eee Aerts o 152 Collaboration Columns ons a ee Ye ee i ee ee ph Ge ei Lae ed 152 12 1 1 lcons in the Collaboration columns sts s shen 3 ad oe Seek eae ee Pre d ele ee 153 12 1 2 Showing the Collaboration column 0 0 ee 153 121 3 Hiding the Collaboration colUMMy aa o atA e AI a ee ea 153 Feed panelos ey stess 4 ae sade S
238. which to publish the document Click OK 11 6 10 2 Personalizing a Web Intelligence document with a global profile target You can personalize a Web Intelligence document for Enterprise recipients by filtering with a global profile target e Before you can use a profile to personalize data for Enterprise recipients the profile must be configured in the BI platform If a profile is not configured in the platform personalization will fail e Before personalizing a Web Intelligence document ensure that the profile has a global profile target When you define personalization under Global Profiles you do not need to set personalization options under Filters lf you need profiles added to the BI platform contact your system administrator 1 Right click the Web Intelligence document to personalize and select Schedule Business Intelligence Launch Pad User Guide Working with publications 2014 SAP SE or an SAP affiliate company All rights reserved 137 2 Inthe Schedule dialog box click Personalization in the navigation list Under Global Profiles in the Enterprise Recipient Mapping column select a profile in the list This profile maps the document to the universe field global profile target that is filtered for Enterprise recipients 4 Click OK 11 6 10 3 Personalizing a Web Intelligence document by filtering fields Before you can use a profile to personalize data the profile must be configured in the BI platform If a prof
239. you created from the list in the Enterprise Recipient Mapping column Click Formats in the navigation list and perform the following actions a Under Documents select a report b Under Format Options for Selected Document select the check box beside the delivery format required for the publication c Under Output Format Details select All reports to use the same format for all reports in the publication or choose Select one report and choose a report in the list Click Destinations in the navigation list and select a destination a Under Select Destinations select the Email check box b Optional Select the Package As ZIP File check box c Select the Deliver objects to each user check box d Inthe From box enter the sender s email address or select a placeholder in the list e Inthe To box select S _EMAIL_ADDRESS in the list f Inthe Subject box enter the subject or select a placeholder g Optional Inthe Message box enter a message to recipients about the publication or select a placeholder Click Prompts in the navigation list and click Modify The users or user groups you defined are listed in the User Group column and the prompt values you defined in steps 1 6 are listed in the Profile Value s column Select the check box beside each user or group who should receive the publication Click Save amp Close Schedule the publication to run 11 3 2 Creating a publication for dynamic recipients Dynam
240. you may be un able to open the document e Merge all exported PDF docu ments Crystal reports only e Package the publication as a compressed zip file SAP StreamWork This destination is available if collaboration is configured and enabled in the BI platform Business Intelligence Launch Pad User Guide Scheduling objects 2014 SAP SE or an SAP affiliate company All rights reserved 73 Publication destination Actions you can perform on the Instance is saved to publication Sent for collaboration with other e Send or schedule Crystal re One of the following collaboration users ports and Web Intelligence applications documents to collaboration ac SAP Jam tivities f e SAP StreamWork e Monitor feeds e Follow documents and instan ces to track comments and dis cussions e Post comments on documents and instances and view com ments posted by other users about public documents 7 1 5 2 Options per destination You can change options for the default Adaptive Job Server in the Servers area of the Central Management Console CMC in the BI platform For more information see the SAP BusinessObjects Business Intelligence Platform Administrator Guide Default Enterprise Location options Option Description Destination Default Enterprise Location The scheduled job will run on the Output File Reposi tory Server FRS You do not need to set additional op tions for this destination

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