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InfoView User's Guide

1. nG GO Banis Oagcrs uns ynia Otea Map pa Personal Documents 4 Personai Cateocoes gt AM Documents Advanced 10 Document s me Dette Add to My toyiga List refreshed 01 1 4 2004 05 55 39 PM From Date Size Pl spespen NAPANOOD 04 809 PM UTOS ET agespen ORNS 04 3743 PM 6K greys MALNOE NA 3730 PM sK sepa DAMADOO 05 51 38 PM 3k sgespen DAMEDIDA 05 51 53 PM wer sgespan MALOS 043624 PM aK grape MOADE 045327 PM 100K 7 Sill DIM 4 2008 04 36 55 PM KC sgespen NA NPA wK m sgespen VLNE 15 56 39 PM ELSE 3 Click the title of the document you want to view The document either opens directly or if the document contains prompts you are prompted to enter values before you can view the contents For information about filling in prompt values before displaying documents refer to Viewing documents with prompts on page 110 Accessing documents InfoView User s Guide gt Accessing new documents in your inbox To access the documents other users have sent you 1 From the Home page click Personal Documents Your InfoView Personal Documents page appears If you have documents waiting in your Inbox the Inbox link changes to an open envelope with a yellow arrow as shown here on the left 2 Click the Inbox link If then the link looks like this you have no new mail waiting you have new mail waiting Ya Inbox The list of documents in your Inbox appears The envelope does not chan
2. File path Browse EJ Close 2 Click Browse to search for the document or enter the file name with its path Adding a document to InfoView _ InfoView User s Guide in the File Path text box 3 Click OK The document opens in InfoView BUSINESS OBJECTS Home My InfoView Options Send Add to My InfoView Kn ANALYST FIRM RECOGNIZES BUSINESS OBJECTS AS STRONG REPORTING TOOL FOR SAP BARC Institute Gives Business Objects High Marks in Data Connection Portal Integration and Overall Product Functionality SAN JOSE Calif Sept 16 2002 Business Objects Nasdaq BOB the world s leading provider of business intelligence BI solutions today announced that it has been ranked by BARC Institute as one of the top reporting tools forSAP BARC Institute an independent German analyst firm evaluated 13 reporting and analysis tools with a certified interface to SAP on their functionality and integration According to BARC Business Objects showed very good integration with SAP and scored high marks in reporting A summary of this study may be found at www businessobjects com produets olap sap barc htm 4 Click Save A Save page appears Revenue Template To save this document select one of the actions below Save as a corporate document Save this document to corporate documents a Save as a personal document EI Save this document to InfoView for your personal
3. Normal Size Displays the document in the display window Fit to Window Fits the document to the size of the display window Fit Width to Window Widens the document to the width of the window Panning Enables you to move the document up or down on screen using a hand shaped cursor Zooming Enables you to zoom in or out by clicking the document Page Setup Enables you to select margin size paper size and document orientation Print Enables you to set print options and print the document Begin Displays the first page of the document Previous Displays the previous page in the document L Viewing and Refreshing Documents InfoView User s Guide Feature Description Go To Page Lets you specify the page you want you view Next Displays the next page in the document End Displays the last page of the document Viewing BusinessObjects documents in BusinessObjects format If your user rights allow it you can also view BusinessObjects documents in BusinessObjects format using either of the following methods e Opening and viewing a document from its current location this allows you to view the contents of the file e Saving the file to disk this allows you to save the file to your computer To view a BusinessObjects document in InfoView 1 Ensure that BusinessObjects is selected as your editor in the Options page 2 Click the name of the document If instal
4. Add Portlet Web Page Type Web Page pd Portlet Name Enter a URL http indicates a required field Create Cancel 5 Enter a name for the portlet in the Portlet Name text box By default the portlet name is Web Page Portlet names do not have to be L Customizing InfoView InfoView User s Guide unique Enter the full URL for the web page in the Enter a URL text box An example of a full URL is http www businessobjects com Click Create My InfoView opens with the web page showing To return to the Display tab without adding the portlet click Cancel Working with portlets InfoView User s Guide Moving portlets in My InfoView Each portlet has a toolbar with one or more of the buttons shown below L Customizing InfoView Move the portlet in the direction of the arrow Delete the portlet 0000 AR Maximize the portlet in the page The up arrow moves the portlet so it is displayed further up in the pane The down arrow moves the portlet so it is displayed further down in the pane The right arrow moves the portlet so it is displayed in the pane on the right The left arrow moves the portlet so it is displayed in the pane on the left of the screen The maximize button either expands the portlet to its largest possible size or opens it in a new web browser depending on the portlet type The delete button removes the portlet from My InfoView To move a portl
5. Chapter 6 Chapter 7 Chapter 8 Customizing InfoView Changing the appearance of InfoView annaa Specifying your document list settings AAAA Specifying your document viewing format sanaaa Specifying your user settings AA Changing your password 0c eee eee eee eee eee Customizing My InfoView cee eee eee eee Working with portlets 0 0 0 2c ee Adding documents to My InfoView eee eee Adding document lists to My InfoView 2 200 005 Viewing and Refreshing Documents Viewing WebIntelligence documents 00 0 eee eee ee eee Viewing BusinessObjects documents 200 000005 Viewing non Business Objects documents 2 55 Refreshing documents 00 eee cece eee eee eee PFOMpIS 4 o c056 dae bedi d ded AE Creating and Editing Documents Creating new Webintelligence documents Creating new Webilntelligence OLAP documents Editing WebIntelligence documents a Creating new BusinessObjects documents 2 55 Editing BusinessObjects documents aea Managing Documents Document types v sranani unar niri ee wade wide we ke whee wae wale was Adding a document to InfoView 00200 eee eee eee Deleting documents 0 00 eee eee ete Viewing document properties 0 00 cee ee eee 67
6. Introduction and overview 2 what s new in InfoView 2 what s new in Weblntelligence 2 InfoView Quick Tour Using IntoView Using Weblnteligence Online Guides Eror Messages Explained Supported Browsers set For more information refer to Getting help on page 36 The InfoView toolbar InfoView User s Guide The Logout icon You can also log out of InfoView anytime you like by clicking the Logout icon in the InfoView toolbar For more information refer to Logging out of InfoView on page 34 L InfoView Page Layout InfoView User s Guide The page contents The page contents occupy the largest frame in the browser window The contents change as you navigate from page to page The Home page is the main page of your portal and gives you direct access to the main areas of InfoView The following section describes the contents of the Home page gt Corporate Documents The Corporate Documents page is a catalog of all the documents to which you are allowed access in the corporate repository the centralized BusinessObjects storage and distribution mechanism that manages universes user information and document exchange As long as you have the right to view a single corporate document InfoView contains a Corporate Documents page To access the Corporate Documents page click either the Corporate Documents title or its icon Corporate Documents icon Corporate Documents title Corporate
7. Packed with in depth technical information business examples and advice on troubleshooting and best practices this comprehensive documentation set provides concrete solutions to your business problems Business Objects also offers a complete range of support and services to help maximize the return on your business intelligence investment See in the following sections how Business Objects can help you plan for and successfully meet your specific technical support education and consulting requirements L Maximizing Your Information Resources InfoView User s Guide Information resources Whatever your Business Objects profile we can help you quickly access the documentation and other information you need Where do start Below are a few suggested starting points there is a summary of useful web addresses on page 12 gt Documentation Roadmap The Documentation Roadmap references all Business Objects guides and multimedia and lets you see at a glance what information is available from where and in what format View or download the Business Objects Documentation Roadmap at www businessobjects com services documentation htm gt Documentation from the products You can access electronic documentation at any time from the product you are using Online help multimedia and guides in Adobe PDF format are available from the product Help menus gt Documentation on the web The full electronic documentation set is availa
8. e1rror Messages Explained i 9 Supported Browsers 4 The navigation frame is resizable and consists of e an expandable and collapsible table of contents e a multi level index with keyword search functionality e a search facility InfoView and Weblntelligence Online Help When you launch the help it displays the content of individual help topics that relate to the actions you are performing Where relevant it also contains links to related help topics to online guides in PDF format or to multimedia demonstrations L Getting Up and Running InfoView Page Layout chapter InfoView User s Guide Overview This chapter provides an introduction to the new InfoView page layout It gives a brief description of each area of InfoView with links to other chapters where the features are explained in more detail and instructions given on how to use them InfoView pages have two parts e The InfoView toolbar with links to other pages and the online help e The page contents with links to document lists and the navigation bar with links to the other principle pages in InfoView The page contents The InfoView toolbar a Coa Home My InfoWew Options Help Logout BUSINESS OBJECTS Corporate Documents Personal Documents Access documents available to you and other users D Access the documents you saved for your personal use 3 search ey as well as the documents other user
9. 18 675 Samples 537 729 z L Saving Sending and Scheduling Documents InfoView User s Guide 2 Click Save The save options page appears sa BUSINESS OBJECTS 3 Home My InfoView Options Help Logout Report Filters and Average Sales Calc To save this document select one of the actions below Save as a corporate document Save this document to corporate documents Save as a personal document Save this document to InfoView for your personal use Save to my computer Save this document to your local drive as Microsoft Excel format xls PDF format 3 Click Save as a corporate document The Save as a corporate document page displays the Main and Categories tabs Report Filters and Average Sales Calc Save this document as a corporate documents to make it available to other users GT cateuories Document Name Report Filters and Average Sales Ca Domain Document Description Groups Categories Click the Categories tab to add or remove categories Sales Overwrite C Yes No Refresh Manually C When opened Scheduled Refresh indicates a required field Saving documents InfoView User s Guide 7 In the Main tab complete the following essential information Document name By default the document s current name appears as the document s name If you want to change it do so in the text box Select a documen
10. However you may select one and then the other before sending your document 6 Click OK A confirmation message appears when the document has been successfully sent Sending documents InfoView User s Guide gt Refreshing When you send a document you also define how you want the document to be refreshed If your system administrator has given you the right you can schedule documents to be automatically refreshed and re sent to other users through Broadcast Agent If you do not have the right to schedule documents or access Broadcast Agent this option is hidden For more detailed information about Broadcast Agent please refer to the Broadcast Agent Administrator s Guide L Saving Sending and Scheduling Documents InfoView User s Guide Scheduling documents If you have the rights you can schedule a document when you choose one of the save or send options When you schedule a document means you specify a time and date to refresh it and send it using Broadcast Agent You can also specify whether a certain file must be present for a task to begin Broadcast Agent automatically refreshes documents at specific times or intervals and re saves them to the repository Broadcast Agent is a powerful BusinessObjects server product that allows InfoView and BusinessObjects users to refresh then send documents via the repository an intranet or the World Wide Web With InfoView you can use Broadcast Agent to sch
11. If your rights allow it you can edit the cell contents of the spreadsheet However you can save the changes only to your local machine not to the repository gt Portable Document Format PDF files When you view a PDF file in InfoView the standard Acrobat Viewer window and toolbar allows you to navigate and zoom on the document Viewing non Business Objects documents _ InfoView User s Guide Refreshing documents When you refresh a document WebIntelligence or BusinessObjects retrieves the data defined in the document from the database and returns the updated values to the report s in the document You can update the data in a document while keeping the same presentation and formatting You can update the data displayed in a document if you have a connection to the data source You can refresh documents in the following ways manually whenever you choose e by scheduling with Broadcast Agent e every time you open a document Webintelligence documents display the last time they were refreshed Last refresh date 3 12 2003 1 42 17 PM For information about refreshing document lists refer to Specifying document list refresh options on page 73 You can cancel the opening or refreshing of a Webintelligence document by clicking Cancel Refreshing a document manually You can refresh any open document or document list manually as long as you have refresh rights to the universe used to create the document To refresh a do
12. accessing 50 definition of 17 deleting documents from 62 example 58 new mail 62 refreshing 62 setting refresh options 74 index online 36 Index _ InfoView User s Guide InfoView customizing 68 Home page 39 introduction 16 what s new 22 InfoView toolbar 38 contents and explanation 39 installed products 47 interactive report viewing 23 interface new look 22 J JavaScript enabling your browser 27 K keyboard navigation options 186 keywords 65 Knowledge Base 12 L language in enhanced document viewer 103 left pane resizing 71 list of values 111 list options 44 72 logging Application Foundation 176 logging in 31 multilingual 32 logging out 34 login requirements 31 Logout icon 48 manual refresh 108 Microsoft Excel example icon 126 Microsoft Excel documents Viewing 107 L Index Microsoft PowerPoint example icon 126 Microsoft Word example icon 126 Viewing documents 107 multilingual login 32 multimedia quick tours 10 My InfoView 41 adding a web page to 88 adding document lists to 93 adding documents to 92 customizing 83 definition of 83 example 86 91 example layout 41 pane sizes 85 possible page contents 83 N navigation bar 52 navigation keys applet frame 189 New Content 177 New Document option 51 new features 22 non Business Objects documents Viewing 107 O OLAP documents creating 81 117 Online Customer Support 11 options View 45 Optio
13. and have not saved them a Keep my Settings option appears Logout Are you sure you want to log out Your settings have been modified during this session Do you want to save your new settings ves C No 3 By default your settings are retained To revert to your previous settings select No 4 Click Logout The Login page appears You have logged out If you decide not to log out click Cancel You are returned to the last page you visited but any changes you made to your settings are not saved Logging out of InfoView InfoView User s Guide Getting help The context sensitive InfoView online help provides you with a detailed description of both InfoView and the concepts behind it as well as complete instructions for using the product every step of the way To access the InfoView and Webilntelligence online help e From the InfoView Login page click the Online Help link e From the Home page click the Online Help link e From anywhere within the product click the Help icon on the InfoView toolbar The InfoView and Webintelligence Online Help page is displayed The InfoView Help window has two frames making navigation easy no matter where you are QyInfoView and WebIntelligence Online Help Using Online Help 2 lntroduction and overview 2 What s new in InfoView 2 What s new in Weblntelligence 2 InfoView Quick Tour using InfoView Using Weblntelligence f o 0rline Guides
14. which may cover products that are offered and sold by Business Objects 5 555 403 6 247 008 B1 6 578 027 B2 6 490 593 and 6 289 352 384 50 650 01 Contents Preface Chapter 1 Chapter 2 Chapter 3 Chapter 4 Contents Maximizing Your Information Resources Information resources Services eee eee Useful addresses at a glance About this guide 0 Introduction to InfoView What is InfoView a What can you do with InfoView How are documents created What is new in InfoView Getting Up and Running Checking your browser configuration Logging into InfoView Logging out of InfoView Getting help 2 InfoView Page Layout The InfoView toolbar The page contents Getting to the Documents You Need Navigating in InfoView Accessing documents Searching for documents Broadcast Agent Administrator s Guide 15 Taha te hb Bb hh hanap hat 17 be ee Gite ENGE eae DBA 19 Sea athe a kaaga Nag ete Ena a 21 AA 22 25 bith dati tye hbng akaohd kad 27 AP eee a 31 AKNG Aa BO tence iodo Sree 34 SM tom aos ee Rh ce ae dS 36 37 ee Kang ang 39 kabibe tat Ka inah dake 49 Contents Broadcast Agent Administrator s Guide L Contents Chapter 5
15. 147 renaming a personal category 150 repository accessing documents in 56 resizing the left pane 71 Index _ InfoView User s Guide S saving as corporate 156 as personal 160 documents 23 formats available 162 to my computer 162 scheduled documents 168 Scheduled Documents option 51 scheduling 167 169 using Broadcast Agent 167 search advanced 50 64 by name 50 documentation 9 for documents 63 in Corporate Documents 59 list of values 111 multiple criteria 64 name based 63 tips 66 using keywords 65 semantic layer definition of 21 sending documents 23 164 setting a default start page 69 setting default categories 72 settings saving 34 skins 22 definition of 70 sorting in HTML format 76 start page Application Foundation 178 setting 69 subcategories definition of 143 support customer 11 supported browsers finding information about 30 L Index T task status 168 text document example icon 126 Tips amp Tricks 10 training on Business Objects products 11 U uncategorized documents viewing 132 universe classes 21 definition of 21 designer 21 objects 21 selecting 115 setting a default 116 universe list setting refresh options 75 user rights 20 40 V View all documents 131 View details deleting from 134 View format choosing 100 View options 45 76 BusinessObjects documents 79 Webilntelligence documents 76 Viewing in multiple browsers 32 viewing document details 119 121 Viewing docu
16. 2 L Getting Up and Running BusiNESSOBJECTS IN BUSINESS OBJECTS Welcome to InfoView the personal gateway to your enterprise information capital InfoView lets you access and distribute documents from home the office or around the world New Users Click here to check your current browser configuration and to optimize it for use with InfoView International Users Click here to change your language Name Password fox To log in to InfoView using your language of choice Start your Internet browser Point your browser to InfoView using either the bookmark or the URL your system administrator has given you The InfoView login page opens InfoView User s Guide 3 In the International Users section click the link The following page appears Ig BUSINESS OBJECTS Welcome to InfoView the personal gateway to your enterprise information capital BusiNESSOBJECTS SS INE VIEW InfoView lets you access and distribute documents from home the office or around the world New Users Click here to check your current browser configuration and to optimize it for use with InfoView International Users Click here to change your language Name Password Jo 4 Select the language from the list and click on it 5 InfoView automatically returns to the login page displayed in the desired language Only languages that are currently supported localized langu
17. 2 Pocket shirts 50 999 R 76 473 37 Belts bags walle 66 063 150 224 99 024 73 Bermudas 5 290 57 545 3 245 360 23 a Boatwear 10 974 6 256 537 239 18 156 2 Casual dresses 11 240 29 683 ab 21 743 03 Hair accessories 12 436 21 193 11 939 15 189 07 Jackets 20 675 531 snl 26 176 15 Average 425 382 26 30 035 07 _ 62 045 15 38 009 61 e From the document list containing the document click View Details to view the document details without opening the document then click Edit next to the document you want Sales Reports 5 gt Sales Reports Search 6 Document s in Salas Reports ymw Lut Aih My nioi Ust refteshed 01 1 6 2004 04 00 37 PM h Fashion Margins 2003 oF ashion Margins 2003 2 LLJ From sgiespen lt lt Frome sgiespen Data 01 14 2004 0551 36 PM Date 0111 4 2004 05 51 53 PM Do sates by week LL Hom sywapo en 2004 04 26 24 PM ma VarinJoin wa VarinWhere From sglespen Pal Frome sglespen Date 01 16 2004 07 59 20 PM Date 01 1 6 2004 04 00 31 PM Size 50 K Size 50 Eat Delite Properties Lat Deiete Properties Click here to edit this document Both these actions have the same result the document opens in the Weblntelligence report panel selected on the Create Edit options page For information on editing documents using the WebIntelligence report panels refer to the Getting Started with Webintelligence Guide Editing Weblntell
18. Close to exit the Options pages and cancel your changes as long as you have not already clicked Apply L Customizing InfoView InfoView User s Guide Changing the appearance of InfoView The Display tab lets you e select your default start page e select your default skin e specify the width of the left column of My InfoView e add a portlet to My InfoView For more information refer to Customizing My InfoView on page 83 Selecting your default start page You can set any of the following pages as your default start page e Home e My InfoView e Corporate Documents e Personal Documents e Inbox Documents To select your default start page 1 Click the Options icon on the InfoView toolbar The Options page appears 2 Click the Display tab The Display tab appears 3 Select your default start page from the options Default Start Page Select your default start page Home z Layout My Personalized Page Select your default skin Corporate Documents Personal Documents Inbox ag ij Another page 4 Click Apply Changing the appearance of InfoView _ InfoView User s Guide Selecting your default skin InfoView comes with a set of skins that enable you to change the look and feel of your portal without any programming Skins are sets of images and styles that alter the interface s colors fonts graphics icons and the toolbars that determine the interface s functionality
19. Documents page a storage area e Save a document to your Personal Documents page Save a document to the file system on your computer outside of InfoView This option allows you to save the document in formats such as Microsofte Excel For more information refer to Saving documents on page 155 Interactive report viewing InfoView now provides for the interactive viewing of Webintelligence reports Users with no knowledge of how to build or modify a report can now change the structure and properties of a report without having to use a document editor When this feature is enabled you can filter and sort the data in a report You enable and disable this feature in the InfoView Options page The availability of this feature depends on how InfoView was installed and what user rights you have Ask your administrator if you have the rights to this feature What is new in InfoView InfoView User s Guide What has changed What it is now Corporate hierarchical In previous versions of InfoView users could categories associate documents in the Corporate Documents page with one or more categories With this version you can create subcategories within categories and so create hierarchical categories You can then associate a document with one or more of these categories or subcategories In InfoView these categories can be displayed either as links at the top of the page or as a standard collaps
20. For example if your business is a national retailer then a universe on your corporate data typically includes indicators such as lt Region gt lt Product Line gt and lt Revenue gt L Creating and Editing Documents InfoView User s Guide Creating new WebIntelligence documents You create Weblntelligence documents by selecting a universe in InfoView This section tells you how to e select a universe e select a universe as your default universe for all new documents Selecting a universe To select a universe 1 Ensure that you have selected Weblntelligence as your document type in the Create Edit Options page For more information about these settings refer to Specifying your user settings on page 80 1 From the InfoView Home page click either New Document or Universe A list of available universes appears Universe List Select the source of information you want to use to create a document 2 universe s View Details List refreshed 03 07 2003 01 17 38 PM Domain Date Universe 10 09 2002 09 17 05 AM Universe 10 09 2002 09 17 05 AM 2 The next step depends on whether or not you use the same universe by default each time you create a new document If you have then a default universe the Weblntelligence report panel opens directly no default universe the list of universes appears Select the universe on which you want to create a document The WeblIntelligenc
21. If you want to use the File Watcher feature enter the name of the file to watch for For more information refer to the Broadcast Agent Administrator s Guide 11 If you choose to use the File Watcher indicate whether or not to delete the file that was watched for each time a refresh starts 12 Click OK Scheduling documents _ InfoView User s Guide gt Scheduling documents with prompts To schedule documents with prompts 1 2 OOA w Schedule your document as described above On the Scheduled Refresh page click Set BCA prompt The prompts page appears Specify the value s you want to use for the prompt s Click Run Query The Scheduled Refresh page appears again Click OK For more information refer to the Broadcast Agent Administrator s Guide L Saving Sending and Scheduling Documents Using Dashboards dq InfoView User s Guide Overview This chapter explains how Application Foundation can now be used with InfoView to view dashboards within My InfoView Introduction to Application Foundation Application Foundation comes with powerful analytic engines that help customers equip their business users with advanced analytics to make proactive decisions based on constantly evolving business information Application Foundation includes ready to use dashboard components that allow easy development and deployment of management dashboards Users of these applications can add ana
22. Introduction to InfoView What is InfoView InfoView User s Guide InfoView is your personal gateway to your corporate information capital It allows you to access documents generated from your corporate data storage from your office home or around the world using your corporate intranet extranet or the World Wide Web To use InfoView you do not need to install any additional software on your computer All you need is a standard Internet browser At the core of InfoView are the document lists that give you an instant overview of all the documents available to you in the corporate database BUSINESS OBJECTS Corporate Documents ka Access documents available to you and other users Documentation Examples Human Resources Products Head New faces Sales Top Management Q1 02 03 Quotas EO COO VP Tutorial All Documents Uncategorized Documents O Home My InfoWew Options Help Logout Personal Documents Access the documents you saved for your personal use as well as the documents other users have sent to you inbox Expenses Sales Reports New Document Create a new document using Business0 You can also Add document to InfoView from your computer Scheduled Documents View the scheduled list of documents and check their status Corporate Documents Personal Documents New Document Scheduled Documents InfoView includes two document areas The Corporate
23. McBee MK My Sook Corporate Dashboards New document Access dashboards by application J 1 Create a new document trom a Ubivarse or trom OLAP or trom Demo Application ee tomar Product sito Mara You can also Add 9 docueen lo hloView fram your computer Create nna drpley never Dashboard Publications t Manage pubicakons and subscriptions using Brosdcest Agent Punisher You cen also view the sehaska Sat of documents and check how atatua L Using Dashboards InfoView User s Guide When deployed with Application Foundation the Corporate Dashboards section appears underneath the Corporate Documents section Corporate dashboards appear underneath the Corporate Documents section In the right pane Personal Dashboards is added to the standard InfoView sections New Documents is modified to include Analytic templates The InfoView toolbar remains the same gt Corporate Dashboards The Corporate Dashboards page is a catalog of all the dashboards that you are allowed to access in the corporate repository the centralized BusinessObjects storage and distribution mechanism that manages universes user information and document exchange gt Personal Dashboards The Personal Dashboards page lists the dashboards you have saved for your own personal use gt New Document The New Document page allows you to create a new document based on a template Universe OLAP or Analytic You can also create and deploy new dashboards
24. Supply Store 9 documents accessing 55 accessing from the Corporate Documents page 59 accessing from the Personal Documents page 60 accessing from your inbox 62 adding to InfoView 127 adding to My InfoView 92 Categories tab information 159 deleting 133 deleting from a list 133 deleting from the details view 134 formats when saving 162 Main tab information 158 160 165 printing 129 refresh options 158 161 165 refreshing 108 saving 155 saving as corporate 156 saving as personal 160 saving to my computer 162 scheduled list 168 scheduling 167 169 searching for 63 sending 164 sorting 141 uncategorized 132 view all 131 Viewing and refreshing 96 download new terminology for 23 drill analysis in HTML Interactive 97 drill options Webilntelligence documents 76 drilling in HTML format 76 E editing BusinessObjects documents 121 editing Weblntelligence documents 119 education see training enhanced document format 103 Viewing features 104 InfoView User s Guide enhanced document viewer changing the language 103 printing from 129 F feedback on documentation 10 File Watcher 171 filtering in HTML format 76 G getting help 36 47 H help online 36 hierarchical categories 24 definition of 143 properties of 144 Home page 39 49 54 Application Foundation 176 example 40 HTML for BusinessObjects documents 101 for WebIntelligence documents 97 HTML Interactive 97 HTML format drilling 76 l inbox
25. These lists not only keep you up to date with all the documents likely to impact your work but provide you with the means to view update and manage those documents You can save documents for your personal use send them to other users and save them to the corporate repository for broader circulation Getting started with Application Foundation InfoView User s Guide The Options page L Using Dashboards When Application Foundation is deployed the Display and About tabs in the Options page in InfoView are slightly different Display List View Create Edit Password About Default Start Page Select your default start page Home Layout Select your default skin Modem Classic Select a default style to use when creating a new page Windows hd Define Grid Properties show grid I Snap to grid Gridline Small C Medium Large Language Selectyour preferred language log in again for this change to take effect Defaut Gere x R Personalized page s Select which module to use for your personalized version of InfoView My InfoView z Specify the width of the left column Small 25 of the total space available Medium 30 of the total space available Large the maximum space possible Add a portlet to My Intoview The other tabs do not change when Application Foundation is deployed For more information on the standard InfoView Options page re
26. Type the InfoView URL into the browser address bar Your BusinessObjects administrator can provide you with the correct URL 2 Press Enter The InfoView log in page appears gt Shortcuts to log in 1 Press the Tab key until you reach the Login button 2 Press Enter Your cursor moves to the Name text box 3 Type your user name 4 Press the Tab key once Your cursor moves to the Password text box 5 Type your InfoView password Your BusinessObjects administrator can provide you with the correct password 6 Press Enter The InfoView home page opens You are ready to select the Weblntelligence HTML Report Panel as your document editor L Keyboard Shortcuts for Accessibility InfoView User s Guide Logging out of InfoView Once you have finished using Webintelligence or InfoView you need to end your user session by logging out gt Log out of InfoView 1 Press the Tab key until you reach the Logout button on the InfoView toolbar 2 Press Enter The InfoView Logout page appears 3 Press the Tab key until you reach the second Logout button near the end of the page 4 Press Enter 5 You are logged out of InfoView Navigation Options in InfoView 188 InfoView User s Guide Navigating from frame to frame The following table tells you how to navigate between the frames on the browser window and how to select each option within a frame If you want to use the following shortcut move to the
27. account the pages giving you access to InfoView may not resemble the pages displayed below You may not even be prompted for a user name and password If you need help launching InfoView contact your system administrator To log in 1 Start your Internet browser 2 Point your browser to InfoView using either the bookmark or the URL your system administrator has given you The InfoView login page opens 3 Click Log In The Name and Password fields appear BUsINESSOBJECTS Q F BUSINESS OBJECTS We INE VIEW J Welcome to InfoView the personal gateway to your enterprise information capital InfoView lets you access and distribute documents from home the office or around the world New Users Click here to check your current browser configuration and to optimize it for use with InfoView International Users Click here to change your language Name Password fox Logging into InfoView InfoView User s Guide 4 Enter your user name and password 5 Click OK Your InfoView start page appears and you can begin working in InfoView To work in multiple windows at the same time log into InfoView again in a separate browser window Using the multilingual feature InfoView now lets you log into InfoView using your preferred language of choice International users wishing to use a language other than the default language browser or cluster locale may now do so at the login level 1
28. addition to individual documents you can also add lists of documents to My InfoView In the Corporate Documents Personal Documents and Inbox pages the Add to My InfoView option adds the current category to My InfoView To add a document list to My InfoView 1 Open a document list 2 Click Add to My InfoView BUSINESS OBJECTS Geography 2 Corporate Categories gt Geography Categories North America 1 Oceania 1 South America 3 19 Document s in Geography View Details Add to My InfoView D name 4 From t Bar Mixed chart without legend from the applet mmaillar Mi Complex structure document mmaillar FA Dimension is duplicated on the same axis mmailar fe Document mmaillar Mi Document for Full edition in dHTML Client mmaillar The document list is displayed in My InfoView Welcome to My InfoView EJ Geography a Welcome Comorate Categories Geography To My Document s available 26 ry InfoView From 4 mmaillar Register mmaillar yourself for the mmsillar chance to win a a Dimension is dupli Igargoum gift Registered E Eexnenols cade a bla usec wrath Dimension is duplicated on the same axis 3 lgargoum Adding document lists to My InfoView _ InfoView User s Guide L Customizing InfoView Viewing and Refreshing lt Documents InfoView User s Guide Overview This chapter describes how to view and refresh different document types in Info
29. documents All the corporate or personal documents including uncategorized ones are shown in one list When you view documents in this way subcategories are not shown Adding a document to InfoView InfoView User s Guide Viewing uncategorized documents In both the Corporate Documents page and your Personal Documents page you can create categories to make it easier to find your documents For more information refer to Managing Categories on page 139 You can also view a list of all the documents that have not been assigned to any categories To do this 1 Navigate to either the Corporate Documents Home page or your Personal Documents Home page 2 Click Uncategorized Documents Corporate Documents 2 Access documents available to you and other users Pe Search my Human Resources Tutorial Lesson1 Lesson Lesson3 All Documents Uncategorized Documents Corporate Documents Personal Documents New Document Scheduled Documents Click this link to view all uncategorized documents All uncategorized documents are shown L Managing Documents InfoView User s Guide Deleting documents You can delete e any document from your Personal Documents and Inbox pages any corporate document you created e other corporate documents if you have the necessary rights When you have the right to delete a corporate document a check box is displayed next to the document name w
30. list containing the document click View Details to view the document details without opening the document then click Edit next to the document you want Sales Reports 2 etc Cataoorag gt Salae Report Search 6 Document s in Sales Reports View Lot Saito Mo kiiin Lt retrecmied ONINENO04 04 02 32 PM ins 2003 2 BY VarinWhere LI frome Date 0 See click here to edit Both these actions have the same result the document opens in BusinessObjects For more information on editing BusinessObjects documents refer to the BusinessObjects User s Guide Reporting Techniques and Formatting Editing BusinessObjects documents InfoView User s Guide L Creating and Editing Documents Managing Documents lt InfoView User s Guide Overview This chapter explains the types of documents you can work with in InfoView and describes how you can e add documents e delete documents e print documents e View all documents e view uncategorized documents e View document properties e choose data providers For information on refer to Viewing and Refreshing Documents on page 95 L Managing Documents InfoView User s Guide Document types The table below lists the different document types that are available to you through InfoView Each document type can be identified by its icon and by a tooltip that appears when you point to the icon The table below lists the document types you can se
31. mara at bn For more information refer to Selecting your default start page on page 69 L InfoView Page Layout InfoView User s Guide My InfoView My InfoView can display data from a variety of sources in a single web page You can set up InfoView to display the information most important to you by adding portlets A portlet is a part of a browser page each one can display different content In this way you can view information from different sources at the same time in your browser window You can add as many portlets as you like to My InfoView The image below shows My InfoView set up with four portlets with the left column as medium size eaae pal e tna My bio Coste lagaa 22 Welcome to My IntoView 999090 1 Welcome To My InfoView God 0G Register yournett tor the chance to win a gift Registered users are the frat in ine to receive inlanmabon on Busness hapag ekapirarts Haring Cow bes ang user Corterences direct N ther mailbox Yow can reasitar now pay teoview aspiy ata trom a variety of sources IN a tingle wed page You can set up My Intolview to mistanty Show you the Nlarmaban you need by Gamsg na nrowenr window rto Giferert portets You can dapiay atterert pordele ak once cach Gaglaying GMerert Miormabon You Can alto Move or delete the portets r a Named help getting started Go to the Ondine User Heip fron here E decries baluMiew and Watibetntigence teat ans ard Wob Page s0 an D sectecan sco provides conyo
32. of your deployment We operate three global customer support centers e Americas San Jose California and Atlanta Georgia e Europe Maidenhead United Kingdom e Asia Tokyo Japan and Sydney Australia gt Online Customer Support Our Customer Support website is open to all direct customers with a current maintenance agreement and provides the most up to date Business Objects product and technical information You can log update and track cases from this site using the Business Objects Knowledge Base Having an issue with the product Have you exhausted the troubleshooting resources at your disposal and still not found a solution to a specific issue For support in deploying Business Objects products contact Worldwide Customer Support at www businessobjects com services support htm Looking for the best deployment solution for your company Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project Expertise is available in relational and multidimensional databases in connectivities database design tools customized embedding technology and more For more information contact your local sales office or contact us at www businessobjects com services consulting htm Looking for training options From traditional classroom learning to targeted e learning seminars we can offer a training package to suit your learning needs and preferred learning style Find
33. page that you have the rights to view e Corporate documents lets you choose specific documents to display from the Corporate Documents list Customizing My InfoView _ InfoView User s Guide Your Personal Documents page displays the documents in your Personal Documents page Personal documents lets you choose specific documents to display from your Personal Documents page A web page lets you select a website to display gt What I can do with My InfoView With My InfoView you can L Customizing InfoView choose My InfoView as your default start page For more information refer to Selecting your default start page on page 69 resize the left pane in My InfoView For more information refer to Resizing the left pane of My InfoView on page 71 add portlets to My InfoView For more information refer to Working with portlets on page 85 add documents to My InfoView For more information refer to Adding documents to My InfoView on page 92 add document lists to My InfoView For more information refer to Adding document lists to My InfoView on page 93 InfoView User s Guide Working with portlets A portlet is a part of the browser page In My InfoView you can set aside a section of the browser page to display a portlet of your choice To do so you add a web page to My InfoView This section explains how e panes are displayed to add a new portlet e to move portlets e to delete portlets How p
34. section Inbox Document List Specify how you want to refresh your Inbox List At login only C Every visit to Inbox L Customizing InfoView InfoView User s Guide 5 To specify a refresh option for your universe list select either At login only or Every visit to inbox in the Universe List section Universe List Specify how you want to refresh your Universe List At login only C Every visit to Universe List 6 Click Apply Specifying your document list settings InfoView User s Guide Specifying your document viewing format The View tab lets you choose the format in which to view your documents Setting WebIntelligence view and drill options For Weblntelligence documents you can specify e the view format e drill options To specify these 1 Click the Options icon in the InfoView toolbar The Options page appears 2 Click the View tab The View tab appears Weblntelligence Documents Select a View format HTML HTML Interactive C Portable Document Format Adobe Acrobat Reader required Drill Options For each new drill session Start drill on a duplicate report C Start drill on the existing report General Drill Options M Prompt if drill requires additional data T7 Synchronize drill on report blocks T7 Hide drill toolbar 3 Select the format in which you want to view your documents HTML HTML Interactive or PDF For more information about these
35. the following essential information Document name By default the document s current name appears as the document s name If you want to change it do so in the text box A description of the document One or more keywords to serve as search criteria 4 Choose when to refresh the document using the Refresh options Option Description Manually The document will be refreshed only when a user refreshes it manually When opened Whenever a user opens the document InfoView automatically runs the document s query again formats the document and displays the document with the most up to date data using the user s security profile Scheduled Refresh Broadcast Agent automatically refreshes the document at specific times or intervals then sends it to the users in your distribution list For more information refer to Refreshing documents on page 108 5 In the Users tab complete the following essential information Select a document domain in the corporate repository where you will send the document A search feature is now available to select a group or groups Enter one or more letters and click Search to find users You may use the wildcard and return the entire list of available users and groups Select the group or groups to which you want to make this document accessible Users and groups cannot be viewed at the same time As a result you cannot select both users and groups in the same action
36. vations ter etre fee les you can piion 4 Baroti 990 20 CNN co e F3 gt gt Contact Us Publications Site Map Support brawa N NEWS BUSINESS OBJECTS pean WITH AAROJ r 4 sparen cmd The SET in Business Intelligence poo is Now Clear The default My InfoView page welcomes you to the product and gives you a quick introduction to InfoView The InfoView toolbar _ InfoView User s Guide It also contains links to the online help where you are introduced to the basic concepts of InfoView Welcome to My InfoView Ka CA 1 Welcome To My InfoView Register yourself for the chance to win a gift Registered users are the first in line to receive information on Business Objects product developments training courses and user conferences direct in their mailbox You can register now 4 On our web site My InfoView displays data from a variety of sources in a single web page You can set up My Infoview to instantly show you the information you need by dividing the browser window into different portlets You can display different portlets at once each displaying different information You can also move or delete the portlets DN Need help getting started Go to the Online User Help from here t describes InfoView and Webintelligence features and interfaces It also provides complete instructions for all the InfoView tasks you can perform For more information about My InfoView and how to customize it refer to Adding documents to My
37. 69 72 76 80 82 83 85 92 93 95 97 100 107 108 110 113 115 117 119 120 121 Chapter 9 Chapter 10 Chapter 11 Appendix A Broadcast Agent Administrator s Guide Managing Categories What are categories 200000 2c eee eee Managing corporate categories Managing personal categories A A Saving Sending and Scheduling Documents Saving documents eee ee ee eeee Sending documents eee eeeeee Scheduling documents eee Using Dashboards Getting started with Application Foundation Using Application Foundation with InfoView Keyboard Shortcuts for Accessibility General Information ee eeeeee Navigation Options in InfoView Navigating from frame to frame 2 0 Configuring JAWS 2 Third Party Shortcuts eee eeee Index 139 141 143 149 153 155 164 167 173 176 182 183 185 186 188 189 190 191 Contents Broadcast Agent Administrator s Guide L Contents Maximizing Your Information Resources lt preface InfoView User s Guide Overview Information services and solutions The Business Objects business intelligence solution is supported by thousands of pages of documentation available from the products on the Internet on CD and by extensive online help systems and multimedia
38. Documents Access documents available to you and other users For more information refer to Accessing documents on page 59 and Document types on page 125 The page contents InfoView User s Guide Search InfoView manages a large number of documents To make it easy to find the document you need you can search for documents by name For more information refer to Searching for documents on page 63 Advanced Search The advanced search allows you to search using the document name sender publisher name keywords date of last modification and document location Corporate Documents Personal Documents and your Inbox You can even combine two or more of these search criteria to fine tune your search and return a more accurate set of search results For more information refer to Searching for documents on page 63 gt Personal Documents The Personal Documents page lists the documents you have saved for your own personal use To access the Personal Documents page from the Home page click either the Personal Documents title or its icon Personal Documents icon lr Personal Documents title Personal Documents al Access the documents you saved for your personal use as well as the documents other users have sent to you For more information refer to Accessing documents on page 59 and Document types on page 125 gt Inbox The Inbox page contains the documents that other users have sent you Unread Fa do
39. Documents page is a catalog of all the documents that you are allowed to access in the corporate repository the centralized BusinessObjects storage and distribution mechanism that manages universes user information and document exchange e The Personal Documents page lists the documents you have saved for your own personal use Within this page the Inbox stores the documents that other users have sent you What is InfoView InfoView User s Guide These lists not only keep you up to date with all the documents likely to impact your work but provide you with the means to view update and manage those documents You can save documents for your personal use send them to other users and save them to the corporate repository for broader circulation L Introduction to InfoView InfoView User s Guide What can you do with InfoView You can use InfoView as your common entry point for viewing managing distributing and downloading documents in your corporate repository InfoView allows you to access documents that have been created using either WeblIntelligence or BusinessObjects and any other documents that are uploaded to the repository such as Word documents Excel spreadsheets and PDF files For information about how Weblntelligence and BusinessObjects documents are created refer to Creating and Editing Documents on page 113 The documents you view may be simple ones containing tables or charts or more c
40. EN Z2 UEDA NG 113 084 i a2 as Get Up To 10 Quotes Naga Ceanes NA 1 D Maree From Date Size 7 oa D awan MNENE TAK 18IC Wekkome to My InfoWkow veut m TA Ta n GG AA ff Welcome To My InfoView Regter yourset for the chance to win a gift Registered users are the frst in ine to receive information on 4 Business Otexts product developments Irainng Courses ang user conferences direct thew MAOI You can LaeQuotes Loan tres Trosi Li teamater now on cur web ate jian nie Powerview Loan Inal Otter Mo Fees ae My indoView displays dete trom o variety of sources in a sirge web page You can set up My InfoView to natarby show you Pe Information you need by dividing the browser window into diferert portets You can y diy Aitaren porints af once mach dpimyng Merari morran Vou Can mito mere Cr caite the portets Company Search sponsored by nai m Microsoft Business Solutions D Need help geting started Go to the Online Yser Help trom here K descries InfoView and Wabintallipanca features and terfaces also provides compiete instructors for al tre infeView tasks you can perform 4 a Working with portlets InfoView User s Guide Adding documents to My InfoView If you can view a document in InfoView you can also add it to My InfoView and view it in your personalized portal You can add documents from the Corporate Documents and Personal Documents pages including non Business Objects documents The Add to My InfoVie
41. East Germany 59 240 00 France East Japan 289 175 00 France Md West 141 300 00 France South 51 340 00 France West 105 095 00 us Bavaria 604 250 00 us East Coast 19 124 00 us East Germany 190 512 00 us East Japan 723 552 00 us Md West 300 294 00 us Ruhr 10 976 00 us South 349 559 00 us hest 219 546 00 us West Japan 33 292 00 You see the same formatting as in BusinessObjects including page headers and footers which you do not see in HTML documents You can also take advantage of BusinessObjects navigation and zooming features Viewing BusinessObjects documents InfoView User s Guide Fonts that are unavailable with HTML are perfectly rendered in this format When you view documents in enhanced format the viewer toolbar provides additional features for viewing browsing and printing document This image shows additional toolbar features for viewing browsing and printing documents in enhanced format explained below Show Hide Sections Tree Panning Begin Go To Page Fit To Window Page Setup End CBO 9 08 amp pw Normal Size Fit Width To Window Zooming Print Previous Next These features are explained in the table below Feature Description Show Hide Sections Lets you show or hide the navigation window on the left Tree of the document The navigation window allows you to jump from section to section within the document
42. InfoView User s Guide InfoView 6 5 Windows and UNIX InfoView User s Guide Copyright Trademarks Use restrictions Patents Part Number Copyright 2004 Business Objects All rights reserved If you find any problems with this documentation please report them to Business Objects in writing at documentation businessobjects com Business Objects the Business Objects logo Crystal Reports and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries All other names mentioned herein may be trademarks of their respective owners Contains IBM Runtime Environment for AIX R Java TM 2 Technology Edition Runtime Modules c Copyright IBM Corporation 1999 2000 All Rights Reserved This product includes code licensed from RSA Security Inc Some portions licensed from IBM are available at http oss software ibm com icu4j This software and documentation is commercial computer software under Federal Acquisition regulations and is provided only under the Restricted Rights of the Federal Acquisition Regulations applicable to commercial computer software provided at private expense The use duplication or disclosure by the U S Government is subject to restrictions set forth in subdivision c 1 ii of the Rights in Technical Data and Computer Software clause at 252 227 7013 Business Objects owns the following U S patents
43. InfoView on page 92 The Options page The Options page is where you define all your InfoView settings The available tabs are e Display e List e View e Create Edit e Password e About L InfoView Page Layout InfoView User s Guide gt Display The Display tab options enable you to e Select your default start page e Select the default skin you want to use e Select the language you want to use e Specify the width of the left column in My InfoView e Adda portlet to My InfoView BUSINESS Omics Options Pages Use these papes lo customuze your user senings ust View Creataean Password About Default Start Page Select your detautt start page Hore 5 Default Select your default skin Se i Modem Classic Design Lanquage Solest your preferred language op in again tor mis change to take etech Detauk Boma 2 My Infoview Specity the width of me lett column Srrall 25 of the total space avaitable Medium 20 of te total space avatable Large he maximum space possible Acid n Portit to My into view a For more information refer to Customizing InfoView on page 67 The InfoView toolbar _ InfoView User s Guide gt List The List tab options enable you to e Specify how you want to refresh your document lists e Choose a default category for your Corporate Documents and Personal Documents lists Options Pages Use these pages to customize your user set
44. No symbol means that the category does not have ie any subcategories x A indicates that the category contains subcategories that are currently hidden from view Tutorial If you do not have access to any of the documents in a particular category the category is not displayed gt Displaying hierarchical categories By default the category tree is hidden When it is a left arrow is displayed in the upper left corner of the page above the name of the current category m Click here to display the category tree 4 Corporate Documents 4 Access documents available to you and other users e To display the category tree click this arrow L Managing Categories InfoView User s Guide gt Hiding hierarchical categories When the category tree is displayed the arrow above the tree points right Click here to hide the category tree Categories e To hide the category tree click this arrow Creating a corporate category You can create categories either directly in the Corporate Documents page or within an existing category To create a corporate category 1 From the Home page click Corporate Documents The Corporate Document page opens 2 Select the category under which you want to create a new category a subcategory This can be the Corporate Documents Home page or one of its subcategories Managing corporate categories _ InfoView User s Guide L Managing Categories 3 Click
45. OK Select a report panel to use Click Apply InfoView User s Guide gt Creating a Webintelligence OLAP document You build reports on multidimensional data sources using WeblIntelligence for OLAP Data Sources To select the report panel from InfoView 1 Click the Options icon in the InfoView toolbar The Options page appears 2 Click the Create Edit tab The Create Edit tab appears 3 Select Webintelligence OLAP 4 Click Apply For more information refer to the Webintelligence for OLAP User s Guide gt Creating a BusinessObjects document To select BusinessObjects as your default report editor from InfoView 1 Click the Options icon in the InfoView toolbar The Options page appears 2 Click the Create Edit tab The Create Edit tab appears 3 Select BusinessObjects 4 If you do not have BusinessObjects installed you can install it now If you choose not to do so the installation process launches automatically the first you need BusinessObjects for viewing a document For more information refer to Installing BusinessObjects when viewing a document on page 105 5 Click Apply Specifying your user settings InfoView User s Guide Changing your password Your initial InfoView password is created by the system administrator who defined your user profile Once you have logged into InfoView you can change your password to one of your choice if you have the rights to do so If your system administrato
46. View The Home page gives you direct access to the document viewing areas of the InfoView portal It provides links to the pages where the different groups of document lists are stored Depending on your user rights the following may be available e Corporate Documents e Personal Documents e Inbox Documents e Scheduled Documents To view an existing Weblntelligence or BusinessObjects document or a non Business Objects document just click the document s name If the document was created in WebIntelligence or BusinessObjects it may contain a user prompt To open more than one window simultaneously to view more than one document launch a second browser and log in for a second time L Viewing and Refreshing Documents InfoView User s Guide Viewing WebIntelligence documents You can view Weblntelligence documents in the following formats e HTML e HTML Interactive e PDF Viewing Weblntelligence documents in HTML format Depending on whether you want to simply view results or interact with the results you View you can select one of two HTML options e HTML use if you simply want to navigate reports to view results and refresh the report data to see the latest figures The values displayed in the report tables and charts are static but can be refreshed e HTML Interactive use if you want to filter or sort the values displayed in the reports or perform drill analysis When you rest your mouse pointer on a repo
47. View User s Guide General Information e InfoView and Weblntelligence have keyboard replacement of mouse actions screen reader accessibility high contrast colors alternative descriptions for images e Windows client and Internet Explorer Browser accessibility is supported e Charts are not available to screen readers This includes bar line pie volume doughnut polar and simple scatter charts The keyboard options for creating and editing reports are located in Appendix B of the Getting Started with WebIntelligence Guide Supported readers Business Objects currently supports the following readers for 508 compliant InfoView e JAWS 4 5 e Adobe Acrobat 5 0 or later General Information InfoView User s Guide Navigation Options in InfoView e When following instructions using keyboard commands replace the mouse actions by using the tab key to navigate to the correct HTML link then pressing Enter e The skip link option can be activated on any InfoView page e In data tables the row and column headers are tagged so that they can be identified by assistive technology Tables are read from left to right top to bottom For more information on navigation options please see the Building Reports Using the WebIntelligence HTML Report Panel guide Logging into InfoView Before logging into InfoView you need to launch your web browser and open the InfoView login page gt Launching the log in page 1
48. Your company administrator can also create a custom company skin to make InfoView appear to be designed specifically for your company For more information refer to the Customizing Enterprise 6 without Programming guide To select the skin for your default start page 1 L Customizing InfoView Click the Options icon on the InfoView toolbar The Options page appears Click the Display tab The Display tab appears Select the skin you want from the list of options Default Select your default skin C Modern Classic Design Click Apply to confirm your choice and stay on the Options page to make more changes InfoView User s Guide Resizing the left pane of My InfoView You can specify the width of the left pane in My InfoView To do this 1 Click the Options icon on the InfoView toolbar The Options page appears 2 Click the Display tab The Display tab appears 3 Select the width of the pane you want from the list of options My InfoView Specify the width of the left column Small 25 ofthe total space available Medium 30 of the total space available Large the maximum space possible 4 Click Apply 5 For more information about how this changes the look of InfoView refer to Working with portlets on page 85 Changing the appearance of InfoView _ InfoView User s Guide Specifying your document list settings The List tab lets you e set the default categor
49. a A a Page Setup button H Adding a document to InfoView InfoView User s Guide If you click Print from your browser s File menu the document will not print correctly gt Printing from PDF format Open your document in PDF format or click View in PDF Format link if this is not the default View format Your document will open in your InfoView window with the Adobe Reader toolbar To print your document in PDF format simply click the Print button in the toolbar For a PDF file the toolbar looks like this Click here to print the open document AS o 4 g BOBB If you click Print from your browser s File menu the document will not print correctly L Managing Documents InfoView User s Guide Viewing all documents You can choose to view all the documents in both the Corporate Documents page and your Personal Documents page You may want to do this if you do not know where a specific document has been stored for example To view all the documents in an area 1 Navigate to either the Corporate Documents Home page or your Personal Documents Home page 2 Click All Documents Corporate Documents Access documents available to you and other users LE Human Resources Sales 90 99 Tutorial Lesson Lesson2 Lesson3 All Documents Uncategorized Documents Corporate Documents Personal Documents New Document Scheduled Documents Click this link to view all the
50. ages and are installed are available To return to the original user locale language select Automatic from the list of languages The user preferred language can still be set in the Options page For more information on this feature please see The Options page on page 42 Logging into InfoView InfoView User s Guide Logging out of InfoView You log out of InfoView by clicking the Logout button in the InfoView toolbar O Oa O Q Home My Infoview Options Help Logout If you leave InfoView inactive longer than the maximum time period defined by your system administrator your session is closed automatically and you must log in again When you have finished using InfoView log out of the product instead of just closing your browser This enables you to save any settings you may have changed and it helps InfoView system administrators keep track of which users are logged into the system and active at any given time This allows them to configure the system to handle transaction loads more efficiently To log out 1 Click the Logout button in the InfoView toolbar A confirmation window appears BUSINESS OBJECTS Home Logout Are you sure you want to log out Ifthe Weblntelligence Report Panel is open in another browser window please save your work there before logging out of InfoView L Getting Up and Running InfoView User s Guide 2 Click Logout If you have made any changes to your user options
51. an also add documents to InfoView from your own computer or launch Weblntelligence or BusinessObjects to create new reports Personalization using With this release InfoView comes with a set of skins skins to let you customize InfoView s look and feel without any programming Skins are sets of images and styles that alter the interface s colors fonts graphics icons and toolbars You can use any of the sample skins provided by Business Objects simply by choosing one in the Options page A company administrator can go one step further by creating a custom company skin to make InfoView adhere to a company s corporate standards For more information refer to Selecting your default skin on page 70 My InfoView You can now move and delete portlets directly in personalization using in My InfoView instead of having to go through line editing wizards It s faster and more straightforward to use For more information refer to Working with portlets on page 85 L Introduction to InfoView InfoView User s Guide What has changed What it is now Streamlined document Working with documents has never been easier actions Document exchange has been streamlined into two actions Save and Send Send still transmits documents to one or more other InfoView users Publish Save and Download have been grouped together as Save meaning that you now respectively e Save a document to the Corporate
52. anes are displayed My InfoView can display up to three vertical panes You can specify the size of the left pane in the Options pages The choices are e Small 25 of the available display space e Medium 30 of the available display space e Large as much space as possible The center pane is the main pane and is always the largest By default the left pane is set to small You can show and hide portlets as follows To Click show a portlet that is not currently on display hide a portlet that is currently on display Working with portlets InfoView User s Guide If a pane does not contain a portlet the arrow is not displayed and this option is unavailable If this is the case you can move or add a portlet to the hidden pane When you do so the pane is displayed ee Home My hfoMew Options Help Logout BUSINESS OBJECTS a enn 22 DE Welcome toMy Infoview 999 E H Welcome To My InfoView ENN co ter Youre tor he chance to win a gi Registered users are the frst h Ine to receive infomation on Business Objects aroduct develpmeris trairing courses and user conferences direct in ther mailbox You can register now 4 NEWS sneer ab att W T H A A R 0 My InfoView displays data rom a variety of sources ina singe web page fou cen set up My InfoView to instantly show you the information you need by dividing the browser window into diffarent portlets You can display
53. ar document or document type depend on your user rights If you can see a document area in your interface such as the Corporate Documents area in the Home page you have the rights to view these documents You may also have editing rights If you have a question regarding your user rights ask your system administrator or Business Objects supervisor New look InfoView If your InfoView pages do not look like the images in this guide your system administrator may have chosen a different skin or customized the interface for use in your company or organization For more information refer to Selecting your default skin on page 70 L Introduction to InfoView InfoView User s Guide How are documents created Weblntelligence and BusinessObjects users use the same BusinessObjects technology to query a database or data warehouse for the purpose of generating documents The two basic mechanisms in this technology are e Universes used to build queries e Queries used to retrieve information from data storage gt Universes A universe is the business intelligent semantic layer that isolates users from the technical aspects of the database Universes are made up of objects and classes e Objects are elements that map to a set of data from a relational database in terms that pertain to your business situation For example the objects in a human resources universe might include Names Addresses and Salaries e Classes
54. are logical groupings of objects For example the objects listed above might belong to a class called Employees In your company or organization universes are created by a universe designer using BusinessObjects Designer WebIntelligence and BusinessObjects users then use these universes to access the data they need from the database through an intuitive user friendly interface gt Queries If you have the right to create documents you can build queries by adding objects from a universe to a document editor and organizing the objects so that the data is clearly displayed When the users run the query the data mapped to the objects in the query is retrieved from the database A document is then generated using the data and formatting defined by the designer For information refer to Creating and Editing Documents on page 113 How are documents created InfoView User s Guide What is new in InfoView If you have used a previous version of InfoView the table below gives you an overview of the changes made in this release What has changed What it is now New interface InfoView has a new streamlined web interface that provides easy navigation and quick access to Weblntelligence BusinessObjects and other documents The redesigned InfoView Home page provides an overview of all the documents to which you have access in the corporate repository and in your personal document storage areas From the Home page you c
55. ble to customers with a valid maintenance agreement on the Online Customer Support OCS website at www businessobjects com services support htm gt Buy printed documentation You can order printed documentation through your local sales office or from the online Business Objects Documentation Supply Store at www businessobjects com services documentation htm gt Search the Documentation CD Search across the entire documentation set on the Business Objects Documentation CD shipped with our products This CD brings together the full set of documentation plus tips tricks multimedia tutorials and demo materials Order the Documentation CD online from the Business Objects Documentation Supply Store or from your local sales office Information resources InfoView User s Guide gt Multimedia Are you new to Business Objects Are you upgrading from a previous release or expanding for example from our desktop to our web solution Try one of our multimedia quick tours or Getting Started tutorials All are available via the Online Customer Support OCS website or on the Documentation CD How can get the most recent documentation You can get our most up to date documentation via the web Regularly check the sites listed below for the latest documentation samples and tips gt Tips 8 Tricks Open to everyone this is a regularly updated source of creative solutions to any number of business questions You can even contrib
56. blocks check box By default InfoView drills only on the current table or chart hide the Drill toolbar when you switch to drill mode select the Hide drill bar check box By default InfoView displays the Drill toolbar when you switch to drill mode 6 Click Apply L Customizing InfoView InfoView User s Guide Specifying how to view BusinessObjects documents You can view BusinessObjects documents either with BusinessObjects or in a browser with InfoView To select a view format 1 Click the Options icon in the InfoView toolbar The Options page appears 2 Click the View tab The View tab appears BusinessObjects Documents You can view BusinessObjects documents either with BusinessObjects or in a browser with InfoView Select a view format HTML format PDF in InfoView Acrobat Reader required Enhanced Document Format BusinessObjects format Windows only Download BusinessObjects 3 Select a view format HTML PDF in InfoView Enhanced Document Format or BusinessObjects format For more information about these formats refer to Viewing WeblIntelligence documents on page 97 4 If you do not have BusinessObjects installed you can install it now 5 For more information refer to Installing BusinessObjects when viewing a document on page 105 6 Click Apply Specifying your document viewing format _ InfoView User s Guide Specifying your user settings The C
57. cessing documents InfoView User s Guide If you clicked a category name the documents in that category are listed GC QO Listrebesned 0171672004 125401 N K For each document the list displays the document title the name of the document s sender publisher the date on which the document was created the document size 3 Click the title of the document you want to view The document either opens directly or if the document contains prompts you are prompted to enter values before you can view the contents For information on prompts and information on filling in prompt values refer to Prompts on page 110 Accessing documents from your Personal Documents page Your Personal Documents page is your personal storage space in InfoView Only you can access documents stored here You can access documents in two places on your Personal Documents page e Personal Documents your personal file storage space e Inbox the documents other users have sent you The following section tells you how to access both gt Opening a document in your Personal Documents page To open a document in your Personal Documents page 1 From the Home page click Personal Documents Your InfoView Personal Documents page appears L Getting to the Documents You Need InfoView User s Guide 2 Click the name of the category in which the document is stored or All Documents Your personal documents are listed
58. ck Close Deleting a personal category To delete a personal category From the Home page click Personal Documents The Personal Document page opens Click the Manage Categories icon next to the heading Personal Categories Personal Categories 2 The list of categories appears Select the category you want to delete you cannot delete the home page The categories list appears Select the check boxes next to the name of the category or categories you InfoView User s Guide want to delete 5 Click the Delete Selected Categories icon shown above The following confirmation messages appears Delete Categories 2 categories to delete Expenses Timesheets 6 Click OK InfoView deletes the category Managing personal categories _ InfoView User s Guide L Managing Categories Saving Sending and Scheduling Documents chapter InfoView User s Guide Overview This chapter explains how to save send and schedule documents The Save section tells you how to save a new document to Corporate Documents e save anew document to Personal Documents e save a document to My Computer The Send section tells you how to send documents to other users The Schedule section tells you how to specify a time and date to refresh and send documents using the Broadcast Agent L Saving Sending and Scheduling Documents InfoView User s Guide Saving documents You save documents to InfoView by
59. cument click the document name L Getting to the Documents You Need InfoView User s Guide Accessing documents This section describes how you access documents from e the Corporate Documents page e your Personal Documents page e your inbox For information on viewing scheduled documents refer to Scheduling documents on page 167 Accessing documents from the Corporate Documents page Corporate documents are stored in InfoView and are accessible to groups of users across your enterprise Before you select a document check that your viewing options are set to the format you want For more information refer to Specifying your document viewing format on page 76 To open a document from Corporate Documents 1 From the Home page click Corporate Documents The InfoView Corporate Documents page appears 2 The next step depends on whether you want to select a document from the list of documents in Corporate Documents or whether you want to search for the document using a particular word If you want to then select a document from click the name of the category in which the the list of documents in document is stored or All Documents Corporate Documents search for a document in type the name of the document or part of the name Corporate Documents in the Search box then click Search For information about advanced search options refer to Searching for documents on page 63 Ac
60. cument manually simply click Refresh Document When you do this S InfoView submits the document to the server for refreshing then displays the new anil results If the document contains a user prompt however a dialog box appears instead prompting you for information For information about filling in prompt values refer to Viewing documents with prompts on page 110 Refreshing a document with Broadcast Agent For more information refer to Scheduling documents on page 167 L Viewing and Refreshing Documents InfoView User s Guide Refreshing a document when you open it When you save a document you can specify whether or not a document refreshes when opened For BusinessObjects documents you do this using BusinessObjects for WebIntelligence documents you can do this using either Weblntelligence or InfoView Refreshing documents InfoView User s Guide Prompts Prompts display a question or a list of values each time you refresh the report data in a document You answer the prompt by typing or selecting specific values Only the data that corresponds to those values is returned Using prompts means that you can view data specific to a time period product line geography or customer account in the same document each time you refresh it A single document can contain one or more prompts Viewing documents with prompts Prompts are dynamic filters that allow you to specify the values you want WeblIntelligence
61. cuments are marked with a closed envelope Click the envelope or the document name to open the document For more information refer to Document types on page 125 L InfoView Page Layout InfoView User s Guide gt New Document The New Document option enables you to e create documents directly from a universe for BusinessObjects and Webintelligence documents or from an OLAP data source for Webintelligence OLAP documents For more information refer to Creating and Editing Documents on page 113 e Add documents other than Webintelligence or BusinessObjects documents to your portal from your computer For more information refer to Adding a document to InfoView on page 127 To access these options click the appropriate link in the New Documents section New Document Create a new document from a Universe or from OLAP You can also Add a document to Infoview from your computer gt Scheduled Documents From the Scheduled Documents option you can view the list of documents that you have scheduled in Broadcast Agent and check their status To access this list click either the Scheduled Documents title or its icon Scheduled Documents icon EP Documents title Scheduled Documents View the scheduled list of documents and check their status For more information refer to Scheduling documents on page 167 The page contents InfoView User s Guide Navigation bar The navigation bar at
62. cuments in PDF format is useful if you want to print documents or if you want to send documents to business contacts who do not have access to BusinessObjects L Viewing and Refreshing Documents InfoView User s Guide Viewing BusinessObjects documents in enhanced document format gt The enhanced document viewer The Active X document viewer lets you view BusinessObjects documents as they appear in BusinessObjects You can navigate through the document by sections and zoom into the document The Active X document viewer reads the documents in enhanced document format Changing the language of the viewer Even if your administrator has switched InfoView to a different language the language of the document viewer remains the same because it resides on your desktop not on the server To change the language of the viewer you can Ask your administrator to change the language on the server side e Delete the file corresponding to the document viewer that you are currently using e View a document in the new language Doing this means the viewer is automatically downloaded the in the new language to your desktop from the server When you open a document in enhanced format it looks as if it has been opened in BusinessObjects The following image shows an example of a document opened in enhanced format Edit Save Send Add to My InfoView FEHB s2 04 amp Report venue ia 179 270 00 France
63. d time Monthly Refreshes the document on selected day of the month at a specified time Monthly Interval Refreshes the document on selected day of the month at a specified time at the monthly interval that you specify such as every three months User Defined Refreshes the document as and when you determine When you select a refresh frequency the Scheduled Refresh page displays the appropriate fields for you to enter the schedule details L Saving Sending and Scheduling Documents InfoView User s Guide 6 For most of the refresh options you must also specify the start date and expiration date The page also displays some or all of the following fields depending on the type of document you have chosen to schedule Refresh Options 7 Overwrite with each refresh T Refresh according to profile of each recipient Broadcast Agent BCA Offline 7 Refresh List File Watcher Name I Delete this file each time a refresh starts indicates a required field Please note that with the exception of User defined you cannot set an expiration time By default InfoView sets this at 12 00 AM 7 Indicate whether or not to overwrite the existing file each time you refresh the document You cannot use this option if you choose to refresh with each recipient s profile 8 Indicate whether or not to refresh the document with each recipient s profile 9 Select the Broadcast Agent to use to schedule the document 10
64. der publisher size and creation date e Via the Properties page this provides more details including data provider and category information Viewing document properties via a document list To view a document s properties 1 Open the document list BUSINESS OBJECTS Geography 2 Corporate Categories gt Geography Categories North America 1 Oceania 1 South America 3 19 Document s in Geography View Details Add to My Intoview a O Home My InfoWew Options Hep CEERI a Advanced List refreshed 01 21 2004 03 49 59PM L Managing Documents D name 4 From Date Size Wu Bar Mixed chart without legend from the applet mmaiilar 1119 2002 03 23 47 PM 22K Yi Complex structure document mmaillar 12 26 2002 11 21 09 AM 18K Yh Dimension is duplicated on the same axis mmaillar 11 20 2002 05 44 24 PM K w Document mmaillar 01 16 2003 05 13 36 PM 14K Yh Document for Full edition in cHTML Client mmaillar 01103 2003 01 03 21 PM 411K fh Document for Interactive Viewing demo mmaillar 08 1 8 2003 12 46 52 PM 79K InfoView User s Guide 2 Click View Details The document list is displayed in detailed view Geography Comsorate Documents gt Geography m Categories North America 1 Oceania 1 South America 8 Advanced 31 Document s in Geography List Add to My InfoView List refreshed 07 30 2003 05 02 31 PM Bar Mixed chart without l
65. difterent portlets at nnre Rach displaying different infarmatinn You ran alan mwe nr delete he portlets O m DN Need help getting started Go to the Online User Help fron here tt describes InfoView and Webintelligence teatures and google 29 PO intertaces t also srovides complete instructions tor all the IntoWiew tasks youcan pertorm o al Or busotj goo an a Ed gt gt Contact Us Publications Site Map Support Search BUSINESS OBJECTS my profile IG cute UU The Standard in Rahe Intelligence NAMANA Alaaa l a Adding a new portlet to My InfoView In addition to the documents and document lists described earlier in this chapter you can add the following pages to My InfoView e My InfoView Welcome page Aweb page L Customizing InfoView gt Adding a portlet to My InfoView To do this 1 Click the Options icon The Options page opens 2 Click the Display tab The Display tab appears K IYAN BUSINESS OBJECTS KTA List view CreaelEdit Password InfoView User s Guide B8 O ee Home My InfoWew Options Help Logout About Default Start Page Select your default start page Home uw Default Select your default skin Classic Moderr C Design Language Select your preferred language ilog in again for this change to take effect Default Server My InfoView Specifythe wid
66. documents 1 Click the Home icon The Home page appears 2 From your InfoView Home page click Scheduled Documents Your list of scheduled documents appears with their status Scheduled Documents List Pending Jobs Scheduier 2 Online z 1jobis View Broadcast Agent List refreshed 03 11 2003 12 08 45 PM a Heme A Status Frequency Next date Size Error Resort Revenue Waiting Weekly 38 2003 12 08 00 PM 13 5 K im Corporate Documents Personal Documents New Document Scheduled Documents Tasks in the Pending Jobs list can have the following status running retrying delayed suspended L Saving Sending and Scheduling Documents InfoView User s Guide From here you can e Filter the documents on display to view all jobs pending jobs or failed jobs e View the documents scheduled using a different Broadcast Agent if you have more than one e Delete scheduled documents from the list Scheduling documents To schedule a document 1 Follow the steps for either saving or sending a document as described earlier in this chapter 2 On the document s Main tab select Scheduled Refresh 3 The Scheduled Refresh tab appears The Scheduled Refresh tab Revenue for Non Accessories Corporate Standard Save this document as a corporate documents to make it available to other users Main Categories Scheduled Refresh Document Name Revenue for Non Accessories Ct Domain D
67. e database using InfoView This means you cannot refresh their data To display up to date data in Excel format refresh the document and then save as a new Excel file When you save a document to your computer your browser may display an unknown file message and ask you if you want to open the file or save it to disk Once you have made your selection you are prompted to select the program to use to open the document L Saving Sending and Scheduling Documents InfoView User s Guide To save a document 1 Open the document you want to save The save option appears above the open document 2 Click Save The save options page appears Revenue for last quarter To save this document select one of the actions below Save as a corporate document Save this document to corporate documents Save this document to InfoView for your personal use Save to my computer Save this document to your local drive as Microsoft Excel format ds C PDF format BusinessObjects document rep kag a 9 Save as a personal document 3 Under the Save to my computer section select a format The options to save as Microsoft Excel and PDF are always shown The option to save as a BusinessObjects document is shown only if the document you have selected is a BusinessObjects document 4 Click Save to my computer The File Download dialog box appears File Download Tig x C You are downloading the file Reven
68. e in InfoView Document types appear also as tooltips on the document icons Document type Icon BusinessObjects rep T BusinessObjects Add In wpy Bb BusinessQuery bqy Webintelligence wid Webilntelligence OLAP Weblntelligence version 2 x documents wqy Document types InfoView User s Guide Document type Icon Archive document zip Microsoft Word doc ec B Microsoft Excel xIs ki Microsoft PowerPoint ppt 8 PDF pdf Text document txt Any document not listed above L Managing Documents InfoView User s Guide Adding a document to InfoView Adding a document involves taking a non Business Objects document from your computer or system and adding it to InfoView For example you can add a Microsoft Excel document by saving it to the Corporate Documents page or to your Personal Documents page You can also make a document available to other users by sending it to them This allows you to use InfoView to distribute documents within your company You cannot add a document that has no file extension Adding a non Business Objects document to InfoView To add a non Business Objects document and make it available to other users 1 In the New Document section of the Home page click Add a document The Add Document window appears Add Document Select a document and add it to InfoView
69. e report panel opens 3 You can define the data and report properties for the new document For more information on creating WebIntelligence documents refer to the Getting Started with WebIntelligence Guide Creating new Webilntelligence documents InfoView User s Guide Setting a default universe To set a default universe 1 Click the Options icon in the InfoView toolbar The Options page appears 2 Click the Create Edit tab The Create Edit page appears Options Pages Use these pages to customize your user settings Display List View Create Edit Password About Document Type Select the type of document you want to create Weblntelligence Select default Universe BusinessObjects Download and Install BusinessObjects Weblntelligence OLAP 3 Select Weblntelligence Webilntelligence section The list of universes appears Default Universe Setting Select the default source of information you want to use to create a document 2 universe s View O name 4 TA efashion ta Island Resorts Marketing ails Domain Universe Universe List refreshed 03 07 2003 01 17 38 PM 4 Under the Document Type section click Select default Universe in the O Date 10 09 2002 10 17 05 AM 10 09 2002 10 17 05 AM C No default universe documents 6 Click OK Started with WebIntelligence Guide L Creating and Editing Documents 5 Select the universe y
70. edule any BusinessObjects or WebIntelligence document to be automatically refreshed at specific times dates or intervals then sent to users of your choice or the corporate repository To make sure you get the latest information you can even send yourself the documents then schedule automatic refreshes for them Each time the documents are refreshed they will automatically be sent to your inbox You can schedule document refreshes for off peak times for example at night to reduce daytime network traffic This section describes how to e View the list of documents you have scheduled e schedule a document For more information about scheduling documents refer to the Broadcast Agent Administrator s Guide Scheduling documents _ InfoView User s Guide Viewing your list of scheduled documents If you have the appropriate rights a Scheduled Documents link appears in the Home page Corporate Documents Personal Documents P3 A Access documents available to you and other users BI Access the documents you saved for od sy a your personal use as well as the search documents other users have sent to you Advanced Ya inbox Category 1 Category 2 Category 3 New Document K t Create a new document from a Universe or from OLAP You can also Add a document to Infoview from your computer Scheduled Documents N N View the scheduled list of documents and check their status Click here to view your list of scheduled
71. egend from the applet Complex structure document LLJ Domain Document Domain Document From msullivan From msullivan Date 03 17 2003 12 10 04 PM Date 0317 2003 12 10 04 PM Size 50K Size 50K Edit Delete Properties Edit Delete Properties Dimension is duplicated on the same axis Mm Dimension is duplicated on the same axis 2 Domain Document Domain Document From msullivan From msullivan Date 03 17 2003 12 10 04 PM Date 03 17 2003 12 10 04 PM Size 50 K Size 50 K Edit Delete Properties Edit Delete Properties Click here to view this document s properties The detailed view displays the following information The document name A description of the document if the sender publisher entered one Document keywords f the sender publisher entered any The document s domain if the document list you are viewing is either Corporate Documents or your inbox The sender publisher of the document The date the document was created The document size Viewing document properties InfoView User s Guide Viewing document properties via the Properties page To view more information from the details view shown above click Properties for the appropriate document The Document Properties page appears Document Properties Categories Document Name Document for Full edition in dHTML Client Description Keywords Domain Document Document ID 161 Categories Click the Categories tab to add
72. er 6 5 000 Broadcast Agent 6 5 000 Dashboard Manager 6 5 0 069 U S Patent numbers 5 555 403 and 6 247 008 Initial author of BusinessObjects Jean Michel Cambot Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law Copyright 2003 Business Objects S A All rights reserved You can now select the Set my options as server defaults in addition to Load server defaults Getting started with Application Foundation InfoView User s Guide Using Application Foundation with InfoView L Using Dashboards An extensive body of Application Foundation and Dashboard Manager document is currently available Business Objects recommends that you consult the following guides to help you use the InfoView with Application Foundation deployment Dashboard Manager User s Guide This guide will help you understand the various concepts tasks and procedures required to use the Dashboard Manager Set Analysis User s Guide This guide will help you perform simple to complex customer related segment analysis from any Java enabled Web browser that is connected to the Internet or a corporate intranet Predictive Analysis User s Guide This guide will help you perform simple to complex custo
73. escription Report showing eFashion store revenue for lines other than accessories for the current year Groups Keywords store revenue current year efashion non accessories y Hl Categories Click the Categories tab to add or remove categories Tutorial Tutorial gt Lesson 6 Overwrite C yes No Refresh C Manually When opened Scheduled Refresh Schedule Click on the Schedule Refresh tab to change your scheduling options None No Scheduling Options are currently selected indicates a required field Scheduling documents _ InfoView User s Guide 4 Click this tab The following page appears Revenue for Non Accessories Corporate Standard Save this document as a corporate documents to make it available to other users Main Categories Scheduled Refresh romney Please select a frequency for the scheduled refresh in the list above Set BCA Prompt indicates a required field 5 Choose the refresh frequency for the document as described in the table below Frequency Description Once Refreshes the document once only on the specified date and at the specified time Hourly Refreshes the document once an hour for the specified period of time Daily Refreshes the document on one or more specified days of the week at a specified time at weekly intervals Weekly Refreshes the document on one day of week at a specifie
74. et to another place in your My InfoView page In the toolbar that belongs to the portlet you want to move click the arrow that corresponds to the direction you want to move it If a portlet cannot be moved in a specific direction the corresponding arrow does not appear To delete a portlet from My InfoView Click the Delete Portlet button You are asked to confirm that you want to delete the portlet Click OK The portlet disappears If you delete the last portlet or if there was only one the background becomes blank To maximize the portlet size To maximize a portlet click the Maximize this page button You can maximize any portlet except the My InfoView welcome page EXAMPLE Customizing your My InfoView page InfoView User s Guide If your job centers around sales strategy analysis of the latest sales figures from your company s branches throughout the country is crucial to your work You may want to set My InfoView to display a web page showing you how your company is doing in the stock market a particular document from the Corporate Documents list showing the sales figures that are updated daily your Inbox Documents list so you can quickly access the documents sent to you by other people in your company BUSNISSOMACTS so Cc ce o e 4 Web Page O DE mbor Documents 220 55 Al Documents avaisi 4 D 3 nme ham Duo Y saro i 1 nrasy IONS 100647 AM 2212K Q1 02 03 9999 20 PAK TORII9 AT 20M 1 05 MIK
75. ew page is a welcome page This page gives a brief overview of My InfoView plus links to the rest of the portal and the online help However your company administrator can customize this page 6G O ee BUSINESS OBJECTS Home My InfoMew Options Help Logout Weluunie tu My lufuView 990 E pap Welcome To My InfoView Register yourself for the chance to win a gift Registered users are the first in line to receivs information on Dusiress Objects produc developments raining courses anduser conferences direct in heir mailbox You can register now on our web site LS 4 My InfoView displays data from a variety of sources ina singe web page You can set up My In oViewta instantly show you the irformation you need ay dividing the browser window into different portlets You can display different portlets at once each displaying different information You zan also move or delete the portlets 2 Nosd hole getting started Co to the Online User Help from hore It describes InfoView and Webintelligenec featurcs and intorfaces It alsa provides complete instructions for all the InfoView taske you can perform From the My InfoView welcome page you can divide your browser window into several panes You can display up to three panes at once to include e Your Inbox documents list displays the documents you have received from other users in your Inbox Your Corporate Documents page displays the documents in the Corporate Documents
76. fer to The Options page on page 42 These new features are not available when InfoView is used in a standard deployment without Application Foundation gt Default start page The default start page down appears as a drop down box instead of a radio button list InfoView User s Guide The options are e Default lt Home e My Personalized Page e Corporate Documents e Personal Documents e Inbox e Another page The Default page is the same as is available for Application Foundation Dashboard Manager My Personalized Page can be either My InfoView or the Default page of My Dashboards For the Another page option you can select a page from the Corporate Dashboard pages gt Layout The Layout section contains the same three skins that are available in standard InfoView deployment There are three options that are available only when InfoView is deployed with Application Foundation e Select your default style sheet to use when creating new dashboards e Define grid properties when building dashboards Size The default style sheet option lets you select one of six different style sheets By default Windows is selected The grid properties option lets you define whether or not the grid will be displayed in your analytic The size option lets you define the size of the gridline gt Language The Language section allows you to select any available installed language This feature is the same in the sta
77. foView toolbar _ InfoView User s Guide An example Home page is shown below m3 BUSINESS OBJECTS BI Corporate Documents Access documents available to you and other users Bi Advanced Documentation Examples Human Resources Head count New faces S Geography North America Oceania South America Products Top Management z 90 VPs Tutorial All Documents Uncategorized Documents a a O ee Home My Info lew Options Help Logout Personal Documents Access the documents you saved for your personal use as well as the documents other users have sent to you inbox New Document Create a new document from a Universe or from OLAP You can also Add a document to Info view from your computer Scheduled Documents View the scheduled list of documents and check their status Corporate Documents Personal Documents New Document Scheduled Documents You only see the document areas you have rights to access and manage If you have a question regarding your user rights ask your system administrator You can define a different start page by simply selecting the default page you want from the list in the Options page Options Pages Use these pages to customize your user setings osm us vew Cresetot Passwced mm Default Start Page Select your detai stat page Were z Defoe My soview Corporate Documents Select your cetati shin Personal Documents
78. formats refer to Viewing Weblntelligence documents on page 97 If you want to use the drilling options you must select either HTML or HTML Interactive 4 Specify the drill options you want to use Drilling enables you to view additional data that is not initially displayed when L Customizing InfoView InfoView User s Guide you view a document it takes you to the next level of information The table below explains the difference between the viewing options If you select in drill mode you can in view mode you can HTML drill N A HTML Interactive drill and sort filter and sort NOTE These viewing options do not apply for WebIntelligence 2 x documents You view these in HTML Specifying your document viewing format _ InfoView User s Guide 5 Select the appropriate drill options as explained in the following table If you want Webintelligence to then make a copy of an existing report and then drill on the duplicate click Start drill on duplicate report drill on the existing report without making a copy click Start drill on existing report prompt you if a drill action requires a new query to extend the scope of analysis select the Prompt if drill requires additional data check box By default InfoView does not prompt you when running a new query synchronize drilling on all report blocks select the Synchronize drill on report
79. ge Defaut Catagory a To specify a default category for your Personal Documents page select the category you want from the Change Default Category drop down list in the Corporate Documents List section Personal Document List You currently have no default category Change Default Category 7 6 Click Apply Specifying document list refresh options Each document list displays the last time it was refreshed List refreshed 03 07 2003 01 00 04 PM e You can define when you want to refresh the Corporate Documents page your Inbox your universe list To define your refresh options 1 Click the Options icon in the InfoView toolbar The Options page appears Click the List tab The List tab appears Use the Every visit to Corporate Documents option to indicate how to refresh Specifying your document list settings _ InfoView User s Guide the Corporate Documents page Display Ea View Create Edit Corporate Documents List Specify how you want to refresh the Corporate Documents list T Every visit to Corporate Documents aan akala gaan ee ee By default this option is not selected which means that the Corporate Documents page is refreshed with the same frequency as the InfoView server The login process is generally faster if you keep the default setting 4 To specify a refresh option for your inbox select either At login only or Every visit to inbox in the Inbox Document List
80. ge to indicate that you have received a new document in your Inbox while you are logged in To see any documents that you receive while you are logged in you must refresh the Inbox list InfoView does not automatically delete inbox documents once you have read them To prevent this page from becoming difficult to manage save documents you have read to your Personal Documents page and delete the documents that you do not need TIP You can also access your inbox direct from the InfoView Home page by clicking the Inbox link in the Personal Documents area of the page L Getting to the Documents You Need InfoView User s Guide Searching for documents InfoView manages a large number of documents To make it easy to find the information you need you can search for documents in two ways e based on a document s name e using advanced search criteria such as sender publisher name keywords and date of last modification You cannot search more than one storage area at a time That is you cannot search through the corporate documents in the repository and your personal documents stored on the InfoView server at the same time Name based search If you know at least part of the document s name you can use the Search feature This feature allows you to search for document names To use the search 1 Select the area in which you want to search Corporate Documents Personal Documents or Inbox 2 The search option
81. hen you view the document list in compact mode You can select and delete multiple documents at once You can delete documents in two ways e from a document list from the document details view gt Deleting documents from a list To do this 1 From the Home page go to the location where the documents are saved 2 Select the check boxes of the documents you want to delete Personal Documents 2 Personal Documents gt All Documents CU Advanced 2 Document s View Details Add to My InfoView List refreshed 03 10 2003 02 13 25 PM From Date Size f supervisor 03 10 2003 02 12 30 PM 50K IT supervisor 03 10 2003 02 13 16 PM 62K M t Scheduled Doc The check indicates that you want to delete this document Click this icon to delete the documents you selected Deleting documents InfoView User s Guide 3 Click the Delete Selected Document s icon shown above The following confirmation message appears Delete Document s 4 document s to delete bel Salesperson per city per year Eg Close 4 Click OK A message tells you when InfoView has successfully deleted the documents 5 Click OK to return to the documents list L Managing Documents The deleted documents no longer appear in the list Personal Documents 7 Personal Documents All Documents 5 Document s View List Add to My Infoview gt Deleting documents from the document details view If you have
82. ible tree in a navigational panel to the left of the page To see the documents associated with a given category simply click the category s name If you want you can save documents to one or more categories simultaneously For more information refer to Introducing hierarchical categories on page 143 L Introduction to InfoView Getting Up and Running 4 InfoView User s Guide Overview This chapter explains how to e check your browser settings e log into InfoView e log out of InfoView e get help L Getting Up and Running InfoView User s Guide Checking your browser configuration For InfoView to run correctly you need to make sure your browser configuration is adapted to InfoView use Before you log into InfoView for the first time you should run an automatic check for any potential configuration problems To do this ensure that your browser is e enabled for JavaScript e enabled for cookies e supported by Business Objects The following sections explain how to do this Is your browser JavaScript enabled If your browser is not JavaScript enabled it cannot run the Check Browser feature and an error message appears Click Online Help for instructions on where to find a list of supported browsers The Browser Check cannot work without JavaScript You must Java enable your browser before checking your browser settings gt To enable an Internet Explorer browser for JavaScri
83. ies or subcategories These categories can be displayed either as links at the top of the page or as a standard collapsible tree in a navigational panel called Corporate Home to the left of the page BUSINESS OBJECTS Home My InfoMew Options Categories Blitz1 2 Corporate Categories gt Blitz 4 6 Document s in Blitz 4 view Details Add to My InfoView List refreshed 04 22 2004 0 From Date mmaillar 02 16 2004 05 mmaillar 02 16 2004 05 mimnaillar 02 16 2004 06 mmaillar 02 16 2004 05 mmmaillar 02 16 2004 06 mmaillar 02 16 2004 06 Tutorial Hierarchical corporate categories displayed in the navigation panel To see the documents assigned to a given category simply click the category s name If you want you can save documents to one or more categories simultaneously Managing corporate categories _ InfoView User s Guide Hierarchical categories have the following properties e Adocument can belong to several categories e Every category can have zero one or several subcategories All categories can contain documents e The hierarchy of categories constitutes a simple tree You can construct the categories with several levels and a top level category can have subcategories Corporate categories are organized into a tree menu and can be expanded and collapsed Categories Geography A indicates that all of the category s subcategories are shown
84. igence documents InfoView User s Guide Creating new BusinessObjects documents To create a new BusinessObjects document 1 Ensure that you have selected BusinessObjects as your document type in your Create Edit Options page For more information about these settings refer to Specifying your user settings on page 80 2 In the New Document section click either New Document or BusinessObjects BusinessObjects starts Depending on your settings the New Report Wizard may appear in a new window If so follow the steps in this wizard If not click File gt New For more information refer to the BusinessObjects User s Guide Reporting Techniques and Formatting L Creating and Editing Documents InfoView User s Guide Editing BusinessObjects documents If you have the rights you can edit BusinessObjects documents from within InfoView You can open a BusinessObjects document for editing in two ways e Click the document name to open the document then click Edit E Click here to edit the document Edt Save Send Add to My InfoView ee aj France Bavaria 179 270 00 France East Germany 69 240 00 France East Japan 289 175 00 France Mid West 141 300 00 France South 51 340 00 France est 105 095 00 US Bavaria 604 250 00 US East Coast 19 124 00 US East Germany 190 512 00 US East Japan 723 552 00 US Mid West 300 294 00 US Ruhr 10 976 00 e From the document
85. ing your browser configuration InfoView User s Guide 4 Click Check Browser After a few seconds InfoView displays information about the browser you are currently using in the Client Configuration Details section of the page 5 L Getting Up and Running BUSINESSOBJECTS To make sure that your system runs properly this check page page evaluates your browser configuration and suggests how to make any needed adjustments To start click the Check Browser button below Then compare your configuration to the List of Supported Browsers available in the Online Help Client Configuration Details Browser microsoft Browser Version 6 0 Browser Language en gb Browser Platform Win32 Script Engine JScript Script Engine Version 5 6 6626 Java Virtual Machine Microsoft Corp 1 1 4 5 0 3805 Cookies Enabled yes Java Enabled yes However you are not told if this browser is supported For information on supported browsers refer to the Online Help Click Back to Login to return to the InfoView login page InfoView User s Guide Logging into InfoView To log into InfoView you need the following from your InfoView system administrator e Your user name and password If you are already a BusinessObjects user you can use your BusinessObjects user ID and password to log into InfoView e The URL or a bookmark which allows you to access InfoView Depending on how your system administrator has set up your
86. is displayed CO Advanced 3 Type the name or part of the name of the document you want to search for 4 Click Search InfoView returns a list of documents whose names contains the text you searched for Searching for documents InfoView User s Guide Advanced search based on multiple criteria The advanced search allows you to search using the document name sender publisher name keywords date of last modification and document location To use the advanced search 1 Select the area in which you want to search Corporate Documents Personal Documents or Inbox 2 Click the Advanced link under the Search box The Search Documents page appears Select a place to search Where Corporate Documents Personal Documents Inbox Documents Which Document s Document name carton Jara coun an Sender Pater Noe cata 7 ET an Komori cotanes ET In addition Sort results by Document Name SenderPublisher Name C Document Size C Document Type tema anto ibm Gr E T E E sa an HE Boon indicates a require 3 Select the area in which you want to search Corporate Documents Personal Documents or Inbox Documents L Getting to the Documents You Need InfoView User s Guide 4 Enter values for one or all of the fields as described in the table below Field name Description Document name When searching you do not need to enter the entire contains document name For exa
87. is setup now 2 Click the installation link to install BusinessObjects An Installing BusinessObjects message appears while BusinessObjects is being installed 3 When the installation finishes click Close For more information about BusinessObjects refer to the BusinessObjects User s Guide Accessing Data and Data Analysis and the BusinessObjects User s Guide Reporting Techniques and Formatting L Viewing and Refreshing Documents InfoView User s Guide Viewing non Business Objects documents Your document lists may contain documents created in applications other than BusinessObjects and WeblIntelligence You can view send and save any of these documents if your user rights allow you to do so To view a non BusinessObjects document you must have an application that can display the document installed on your computer For example if you want to view a Microsoft Word document in InfoView you must have Word or another suitable document viewer installed Some examples of the types of documents you can view in InfoView are gt Microsoft Word documents When you open a Microsoft Word document in InfoView the document opens in Microsoft Word format with the standard formatting toolbar gt Microsoft Excel spreadsheets When you open an Excel spreadsheet the document appears in an Excel page in the InfoView window The way the Excel document appears in your InfoView window depends on the browser you use
88. led BusinessObjects automatically launches each time you open a BusinessObjects document If BusinessObjects is not installed on your computer the BusinessObjects installer is launched If InfoView detects that there is a more recent version of BusinessObjects available it prompts you to update the version of BusinessObjects installed on your computer gt Installing BusinessObjects when viewing a document To do this 1 Log into your Windows machine with installation rights 2 Click a BusinessObjects document in any InfoView document list to open it If you do not already have BusinessObjects installed the BusinessObjects installation wizard appears 3 Click Next 4 Select a location for the BusinessObjects program files By default the files are installed to C Program Files Business Objects 5 To install the files to another location select Install to folder 6 Enter a new path in the text box and click Next The BusinessObjects setup window appears 7 Follow the steps to install BusinessObjects Viewing BusinessObjects documents InfoView User s Guide gt Installing BusinessObjects from the Options page 1 From View tab click Download BusinessObjects The BusinessObjects Setup window appears 3 Infoview Installing BusinessObjects Microsoft BusinessObjects Setup Te Install BusinessObjects Total size 106 K 19 seconds on a 56K modem 2 seconds on DSL cable modem Click nstatito start th
89. lytics and customize their views to provide personalized business insights A business rules engine provides automatic real time alerts and actions that operationalize analysis for closed loop optimization of any business process Application Foundation is tightly integrated with the BusinessObjects platform making it a natural part of customer BI strategy And applications built on BusinessObjects Application Foundation are automatically extranet as well as intranet ready Application Foundation enables you to rapidly build applications without programming It is very extensible and can be customized to suit your needs It also includes a catalog of predefined analytic techniques that you can adapt as required Application Foundation contains a set of powerful analytics which allows you to create your own dashboard or view It is part of your Business Intelligence strategy and gives one view across all data L Using Dashboards InfoView User s Guide Since it has a web interface it can be deployed enterprise wide over an intranet or extranet Using a standard Java compliant web browser from any internet connection you can e analyze customers behavior over time to determine their lifetime value This is often a better indicator of their value than just measuring the value at a given time respond in a very focused way to customer behavioral trends resulting in higher customer retention e distribute your analyses to those
90. ments 96 BusinessObjects 100 Webintelligence 97 with prompts 110 viewing multiple data sources 83 Viewing non Business Objects documents 107 W web customer support 11 getting documentation via 9 useful addresses 12 web page adding to My InfoView 88 Weblntelligence example icon 125 Weblntelligence 2 x example icon 125 Weblntelligence documents creating 80 115 editing 119 formats 97 in PDF 99 setting view and drill options 76 viewing 97 Weblntelligence OLAP example icon 125 wildcards 112 InfoView User s Guide Index _ InfoView User s Guide L Index
91. ments as they appear in BusinessObjects but do not have access to BusinessObjects yourself you can choose either Enhanced document format or PDF format Alternatively you can also choose to view BusinessObjects documents in standard HTML format L Viewing and Refreshing Documents InfoView User s Guide Viewing BusinessObjects document in HTML format When you open a BusinessObjects document in standard HTML format the BusinessObjects tabs are converted into hyperlink text and appear at the bottom of the screen You can use these to view individual reports within the document You can view documents easily and rapidly in HTML format However some browsers have printing restrictions that affect HTML which means that when you print the document you may find certain document elements missing from the printout When you open a BusinessObjects document in HTML format it looks like this France Bavaria 179 270 00 France East Germany 69 240 00 France East Japan 289 175 00 France Mid West 141 300 00 France South 51 340 00 France est 105 095 00 US Bavaria 604 250 00 US East Coast 19 124 00 US East Germany 190 512 00 US East Japan 723 552 00 US Mid West 300 294 00 US Ruhr 10 976 00 US South 349 559 00 US West 219 545 00 US est Japan 33 292 00 The values displayed in the report tables and charts are static Viewing documents in HTML format is useful if you si
92. ments other users have sent to you Advanced Expenses Sales Reports Time Sheets All Documents Uncategorized Documents inbox Corporece Documents Personal Documents New Document Scheduled Documerrs These can be documents you have created corporate documents of which you have saved a personal copy or documents sent to you by other users that you have saved As with the Corporate Documents page this page displays all the categories you have created and a link to the list of documents that you have not categorized From here you can view e individual categories that you have created e all the documents in your personal document list regardless of the categories to which you have assigned them e the documents in your inbox Navigating in InfoView InfoView User s Guide gt Inbox documents To access the list of documents in your inbox click the Inbox link CO ao ee BUSINESS OBJECTS Home My Info Mew Options Help Logout i Inbox Advanced 3 Document s in Inbox View Details D amp name Add to My InfoView List refreshed 03 06 2003 11 47 21AM From Date Y Size mf A amp Regional sales testuser 03 06 2003 11 47 02 AM sok M Lei Sales by Year testuser 03 06 2003 11 45 58 AM 50K T A emode e user 02 03 2003 02 07 30 PM KO Corporate Documents Personal Documents New Document Scheduled Documents Unread documents are indicated by a closed envelope To open a do
93. mer related segment analysis from any Java enabled Web browser that is connected to the Internet or a corporate intranet Performance Manager User s Guide This guide will help you Process Analysis User s Guide This guide will help you manage processes that influence the quality of your products and services from product manufacturing to call center responses to invoice generation Application Foundation Configuration amp Deployment Guide This guide will help you understand the various concepts tasks and procedures required to use Application Foundation Application Foundation Installation Guide This guide will help you install Application Foundation for deployment with InfoView It is typically for system administrators who will be able to understand the technical aspects of Application Foundation Keyboard Shortcuts for 4 Accessibility appendix InfoView User s Guide Overview This appendix describes the accessibility features for InfoView It also explains the keyboard access shortcuts using the tab key or a combination of keys to navigate through InfoView This appendix contains shortcuts for use with InfoView as well as for using JAWS or Adobe Reader with InfoView These shortcuts offer an alternative to using a mouse The keyboard options for creating and editing reports are located in Appendix B of the Getting Started with WebIntelligence Guide L Keyboard Shortcuts for Accessibility Info
94. more information on the Business Objects Education website www businessobjects com services education htm Services InfoView User s Guide Useful addresses at a glance Address Content Business Objects Documentation www businessobjects com services documentation htm Overview of Business Objects documentation Links to Online Customer Support Documentation Supply Store Documentation Roadmap Tips amp Tricks Documentation mailbox Business Objects Documentation mailbox documentation businessobjects com Feedback or questions about documentation Product documentation www businessobjects com services support htm The latest Business Objects product documentation to download or view online Business Objects product information www businessobjects com Information about the full range of Business Objects products Developer Suite Online www techsupport businessobjects com Available to customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support OCS website Provides all the documentation latest samples kits and tips Knowledge Base KB www techsupport businessobjects com Technical articles documents case resolutions Also use the Knowledge Exchange to learn what challenges other users both customers and employees face and what strategies they find to address complex issues From the Knowledge Base click the K
95. mple if you want to search for a document entitled Revenue by quarter and sales district just enter the word Revenue However if you use too common a word the search may take a long time or return too many document names to be useful Sender Publisher Name Enter some or all of the name you want to search for contains You can launch a search either by entering the entire name or a partial name Keywords contains Enter keywords that may be associated with the document that you are looking for Select how you want the results shown or sorted This can be by document name sender publisher name size or type 5 Indicate how you want to sort results 6 If you want you can also specify a range of dates for the search These dates relate to the last time the document was last modified If you enter start and end dates in the boxes Month Day Year only documents that were last modified on or between the dates you specify are returned as a result of the search A pop up calendar is now available to make date selection easier However when viewing a Webintelligence report if you choose a list of values with a date object a traditional down down box appears The pop up calendar appears if you uncheck this option 7 Click OK Once InfoView returns a list of matching documents you can view any of them by clicking the document s name in the list Searching for documents InfoView U
96. mply want to navigate reports on screen to view results and refresh the report data to see the latest figures Viewing BusinessObjects documents InfoView User s Guide Viewing Businessobjects documents in PDF format You must have Adobe Reader installed on your machine in order to view PDF documents in InfoView When you open a BusinessObjects document in PDF format Adobe Reader automatically launches and appears in the page contents area of your InfoView page To view another report click on the report titles that appear below the document as hyperlinks If the BusinessObjects report contains multiple sections these appear below the report title in the Bookmarks pane You can also print the PDF document When you open a BusinessObjects document in PDF format it looks like this asen JAg Hone gt ES eh ORE Dat S BD 4 540 aU e P Bookmark v 8 Country Region Revenue LiRepont 2 France Bavaria 179 270 00 3 France East Germany 69 240 00 France East Japan 289 175 00 2 France Mid West 141 300 00 5 France South 51 340 00 fe France West 105 095 00 b US Bavaria 604 250 00 us East Coast 19 124 00 US East Germany 190 512 00 US East Japan 723 552 00 US Mid West 300 294 00 US Ruhr 10 976 00 US South 349 559 00 US West 219 545 00 US West Japan 33 292 00 4 1of1 KM 827x11e9n O Viewing do
97. ndard InfoView deployment For more information on this option refer to Display on page 43 Getting started with Application Foundation InfoView User s Guide L Using Dashboards InfoView now features a multilingual InfoView option For more information refer to Using the multilingual feature on page 32 gt Personalized Pages The Personalized Pages section lets you customize both My InfoView and My Dashboards These two modules are available in InfoView with Application Foundation deployment In standard InfoView deployment only the My InfoView module is available For My InfoView this section is the same as in standard InfoView deployment For more information refer to View on page 45 For My Dashboards you can select your default start page for going to My Dashboards e Default page e My Dashboards page For My Dashboards page you can select any available dashboards By default My InfoView is selected unless you have previously installed Application Foundation Dashboard Manager and you have customized My Analytics InfoView User s Guide The About page A new option is available in the About page when InfoView is deployed with Application Foundation Display List View Create Edit Password Default Options Load server defaults Set my options as server defaults Ea Installed Products InfoView 6 5 000 0851 Weblntelligence Reporter 6 5 000 Weblntelligence Explor
98. next frame Ctrl Tab move to the previous frame Ctrl Shift Tab select the next element within a frame Tab For more information on navigation options please see the Building Reports Using the Weblntelligence HTML Report Panel guide L Keyboard Shortcuts for Accessibility InfoView User s Guide Configuring JAWS Screen reading software such as JAWS is used to read and navigate the InfoView interface as well as documentation To use assistive technology such as Jaws you need to contact your System Administrator to configure your computer system Installing JDK 1 4 will not be sufficient Reading links Business Objects uses tooltips in the HTML Report Panel to read crucial link descriptions In order to use these tooltips you will have to configure JAWS to read and navigate links For information on configuring JAWS please see http www freedomscientific com HTML_challenge files links_challenge html Configuring JAWS InfoView User s Guide Third Party Shortcuts The following section details information on the shortcuts available for third party applications used with Section 508 compliant InfoView JAWS Navigation Shortcuts JAWS shortcuts are available for navigating InfoView Please see http www freedomscientific com for specific shortcuts for using JAWS software on desktop or laptop machines with InfoView JAWS software is currently only available for windows Ad
99. nfoView displays category information such as e the category path user name of the owner of the category e when it was last updated e how many documents the category contains e how many subcategories it contains An example of category information is shown below Sales Corporate Categories Sales Rename From mmaillar Date 10 08 2002 05 19 30 PM Documents Count 28 Move 4 sub categories Hame Owner Creation Date 90 99 mmailtar 10 08 2002 05 38 04 PM mi E mmaillar 10 08 2002 05 38 04 PM r mmaillar 10 08 2002 05 38 04 PM r mmailtar 10 08 2002 05 38 04 PM cr Create Ea L Managing Categories InfoView User s Guide Managing corporate categories Corporate categories is the file system storage area in the Corporate Documents page In the Corporate Documents page you can sort documents by creating categories and assigning documents to them You can also create subcategories within these categories You can assign a document to one or more of these categories and subcategories This practice introduces the concept of hierarchical categories Introducing hierarchical categories In previous versions of InfoView users could associate documents in the Corporate Documents page with one or more categories With this version you can create subcategories within categories and so create hierarchical categories You can then associate a document with one or more of these categor
100. nowledge Exchange link Tips amp Tricks www businessobjects com forms tipsandtricks_login asp Practical business focused examples L Maximizing Your Information Resources InfoView User s Guide Address Content Online Customer Support www techsupport businessobjects com Starting point for answering questions resolving issues www businessobjects com services Information about registering with Worldwide Customer Support Business Objects Education Services The range of Business Objects training options and modules www businessobjects com services education htm Business Objects Consulting Services Information on how Business Objects can help maximize your business intelligence investment www businessobjects com services consulting htm Useful addresses at a glance InfoView User s Guide About this guide This guide describes InfoView the Business Objects product that provides an overview of all the documents that you can access in the corporate repository It also allows you to view manage and distribute these documents You use InfoView in a web browser Audience This guide is intended for users who want to view and distribute documents using InfoView Conventions used in this guide The conventions used in this guide are described in the table below Convention Indicates This font Code SQL syntax computer programs For example Select Country C
101. ns pages 42 About tab 47 Application Foundation 178 Create Edit tab 46 80 Display tab 43 69 List tab 44 72 Password tab 46 82 View tab 45 76 organizing documents 141 other document example icon 126 overwrite existing file 171 P page contents 38 49 page layout 38 password changing 82 options 46 PDF BusinessObjects documents in 102 example icon 126 installation requirements 99 printing 102 130 viewing 107 Weblntelligence documents in 99 personal categories creating 149 definition of 141 deleting 150 renaming 150 Personal Dashboards 177 Personal Documents setting a default category 73 personal documents categories 57 Personal Documents page accessing 50 definition of 17 example 57 personalization pages 180 portlets 22 skins 22 portal for business intelligence 16 InfoView User s Guide portlet adding to My InfoView 86 definition of 41 85 deleting 90 maximizing 90 moving 90 personalization 22 showing and hiding 85 toolbar 90 printing 129 from PDF 130 from the enhanced document viewer 129 prompts definition of 110 example 110 viewing documents with 60 61 110 wildcards 112 Properties page 138 publish new terminology for 23 Q queries building and running 21 R refresh frequency 170 refresh on open with prompts 110 refresh options setting 73 refresh with recipient s profile 171 refreshing documents 96 108 manually 108 on open 109 with prompts 110 renaming a corporate category
102. nt to print documents or if you want to send documents to business contacts who do not have access to Webilntelligence Edit Save Send View in HTML format Add to My Info view B6 5 5 4 5 BOB E 16 gt Mes lohe DOES a 0a B B 7 2 Bg o o GE o DU Year Store name Lines Sales revenue 2003 __Je FashionLosAngeles_ 53 320 60 city Skirts Oo aes po Sum 85 162 60 po Average 2 581 30 NOTE To open files in PDF you need Adobe Reader installed on your computer You can download this from http www adobe com Viewing WebIntelligence documents InfoView User s Guide Viewing BusinessObjects documents You can view BusinessObjects documents either with BusinessObjects or in a browser with InfoView The default format in which you view BusinessObjects documents depends on the browser and the operating system you use You must select the format in which you want to view your document You do this in the View tab of the Options page For more information refer to Specifying your document viewing format on page 76 There are four document formats to choose from HTML format PDF format e Enhanced document format e BusinessObjects for Windows only gt Choosing a view format The default format in which you view BusinessObjects documents depends on the browser and the operating system you use If you want to be able to view BusinessObjects docu
103. oView It does not indicate whether or not the browser you are using is one that is supported by Business Objects You must compare your configuration with the list of supported browsers that we provide InfoView User s Guide gt To check your browser settings 1 Start your Internet browser 2 Point your browser to InfoView using either the bookmark or the URL your InfoView system administrator has given you The InfoView login page appears BusINESSOBJECTS i Q pasan E i Ca g BUSINESS OBJECTS Ah Welcome to InfoView the personal gateway to your enterprise information capital InfoView lets you access and distribute documents from home the office or around the world New Users Click here to check your current browser configuration and to optimize it for use with InfoView a If your login page does not look like this your system administrator may have customized it for use in your company or organization 3 Click Click here to check your browser s configuration The Browser Check page opens International Users Click here to change your language BUSINESSOBJECTS I To make sure that your system runs properly this check page page evaluates your browser configuration and suggests how to make any needed adjustments To start click the Check Browser button below Then compare your configuration to the List of Supported Browsers available in the Online Help Back to Login Check
104. obe Navigation Shortcuts Adobe Acrobat 5 0 shortcuts are available for navigating InfoView Please see http www adobe com for specific shortcuts for using Adobe software with InfoView L Keyboard Shortcuts for Accessibility Index A accessibility options navigation 186 accessing documents 55 corporate 59 inbox 62 personal 60 adding a document to InfoView 127 adding portlets 86 advanced search 64 applet frame navigation keys 189 Application Foundation Home page 176 logging in 176 Options page 178 Start page 178 archive document example icon 126 B Broadcast Agent definition of 167 Browser Check option 29 browser configuration checking 27 browser settings checking 29 browsers viewing multiple 32 Business Objects consulting services 11 13 documentation 10 Documentation Supply Store 9 support services 11 training services 11 13 InfoView User s Guide BusinessObjects example icon 125 installing from the Options page 106 installing when viewing a document 105 New Report wizard 120 BusinessObjects Add in example icon 125 BusinessObjects documents creating 81 120 editing 121 formats 100 in BusinessObjects format 105 in enhanced document format 103 in HTML format 101 in PDF 102 setting view options 79 viewing 100 BusinessQuery example icon 125 C categories 54 accessing 142 definition of 141 in Corporate Documents 56 in Personal Documents 57 information about 142 setting default 72 category t
105. omplex ones containing hyperlinked indexes created in Weblntelligence which allow you to navigate instantly between sections O O BUSINESS OBJECTS Home My InfoView Options Help Logout Edit Save Send View in PDF Format Add to My InfoView Last refresh date 12 09 2002 02 49 29 PM z Document Map 9 Q Document for Full edition in dHTMLClient 1 ga a 2002 2002 a2 n a3 Boston Colorado Springs a Sales revenue 739 908 157 719 579 258 2003 Q2 Q3 a2 Q4 Report 2 Houston 303 848 Colorado 127 107 Accessories 166 560 City Skirts City Trousers Dresses Jackets Outerwear Shirt Waist 1 029 5588 196 6 002 2 853 3 152 56 076 57 226 557 1 501 9 967 47 285 15 459 16 408 69 674 1 950 149 502 2 874 Report1 Report 2 Because you are using a web browser you can also read documents containing hyperlinked images and sound or video objects For example by clicking the name of a model in an imported car catalog a document could launch a video showing a 360 view of the car as well as its interior features Depending on your user rights you can also install BusinessObjects from your browser to view create and edit documents What can you do with InfoView InfoView User s Guide User rights The actions you can perform on a particul
106. ompts quickly Very large databases can contain thousands of values for each table column or row Sometimes prompts are designed so that you can retrieve data for information that has a letter or number series in common For example you want to retrieve data for all customers whose family name begins with Mac or whose year of birth is sometime in the 1970s To retrieve data with a shared alphanumeric strings you can combine part of the string with wildcards For example you can combine the characters Mac with the wildcard character to find all the customers with Mac as part of their family name such as MacDermott MacPherson MacMillan To do this you type The wildcard character is generally supported by standard corporate databases Other specific wildcard characters are supported by specific databases L Viewing and Refreshing Documents Creating and Editing Documents 4 chapter InfoView User s Guide Overview This chapter briefly explains how to create and edit Weblntelligence and BusinessObjects documents For more information refer to the Getting Started with Webintelligence Guide and the BusinessObjects User s Guide Reporting Techniques and Formatting You create BusinessObjects and Weblntelligence reports on corporate data by selecting a data source called a universe The universe provides a link between your corporate databases and the indicators you use to analyze your business activities
107. opening the document then clicking Save You can save open documents to the following places in InfoView Corporate Documents to make documents accessible to other InfoView users For more information refer to Save as a corporate document on page 156 Personal Documents to store a document in your personal storage area in InfoView For more information refer to Save as a personal document on page 160 My Computer to copy a document to the computer you are currently working on For more information refer to Save to my computer on page 162 Saving documents _ InfoView User s Guide Save as a corporate document You can save any document type as a corporate document if you have the appropriate rights To save as a corporate document 1 Open the document you want to save The save option appears above the open document LO Click here to save the document dit Save Send View in PDF Format Add to My InfoView Last refresh date 12 03 2002 06 55 19 PM Q Report Filters and Average Sales Calc 1 bh pa Colorado Colorado Colorado Belts baqs wallets 6 954 Hair accessories 4 HE 51 362 Hats gloves scarves 51 039 579 51 361 Jewelry si 199 1 562 Lounge wear 51 089 1 421 57 340 Samples 5536 10 621 14 414 Belts bags wallets 513 221 Hair accessories 5 856 Hats qloves scarves 1 596 Jewelry 3 554 Lounge wear
108. or remove categories Geography Data Provider s Name Source Date Row Count Duration efashion 1 efashion 12 09 2002 02 49 29 PM 2 647 7 Ea In addition to the properties displayed in the document details view the Properties pages also show e the document s ID e the document s categories e the document s data providers You can change the document categories if you have the rights to do so details view L Managing Documents 3 Click OK to save any changes you make or Close to return to the document Managing Categories chapter InfoView User s Guide Overview This chapter defines what categories are describes the different types of categories that are available in InfoView and explains how to use them L Managing Categories InfoView User s Guide What are categories When the number of documents in your Corporate Documents and Personal Documents pages becomes too large to be easily manageable you can assign documents to categories to make them easier to find Categories are a way of organizing documents A category displays only the documents that have been assigned to it rather than the entire list of documents that are available to you This makes it easier to sort and find documents in document lists By creating categories that are appropriate to your business you create a filing system in which each category contains documents related to a certain aspect of your busines
109. ou want to set as your default universe for new From now on the default universe appears in the WebIntelligence Report Panel automatically when you click New Document on the InfoView Home page If you do not set a default universe or you select the No Default Universe setting you are prompted to select a universe each time you create a document For more information on creating WebIntelligence documents refer to the Getting InfoView User s Guide Creating new WebIntelligence OLAP documents You create WebIntelligence OLAP documents by selecting a OLAP data source You must have general supervisor rights to create or edit an OLAP data source To create a Weblntelligence OLAP document 1 Ensure that you have selected Weblntelligence OLAP as your document type in the Create Edit Options page For more information about these settings refer to Specifying your user settings on page 80 2 From your Home page in the New Documents area click OLAP New Document Create a new document from a Universe or from OLAP You can also Add a document to Infoview from your computer The Webilntelligence OLAP Report Panel appears Webintelligence OLAP Report Panel Data Source s 3available Q Name Type Server Date Creator O EMeAFinance Essbase Finance1 Friday March 07 2003 2 47 04 PM supervisor Essbase Finance Friday March 07 2003 2 47 22 PM supervisor DB20LAP Finance3 Friday March 07 2003 2 48 10 PM supe
110. ountry Id This font is also used for all paths directories scripts commands and files for UNIX Some code Placed at the end of a line of code the symbol 4 more code indicates that the next line should be entered continuously with no carriage return DIRECTORYPATHNAME The path to a directory in the Business Objects installation configuration directory structure For example e SINSTALLDIR refers to the Business Objects installation directory e SLOCDATADIR refers to a subdirectory of the BusinessObjects installation directory called locData L Maximizing Your Information Resources Introduction to InfoView 4 InfoView User s Guide Overview InfoView is a business intelligence portal that collects and consolidates your company s Business Intelligence information and presents it in a secure organized and personalized view to users inside and outside your organization With InfoView you can customize the look of your interface manage save distribute print and schedule documents for automated processing by Broadcast Agent You can do all this from your office home or around the world using your corporate intranet extranet or the World Wide Web It is both a stand alone business intelligence portal BIP and a Bl content provider for enterprise information portals EIPs InfoView enables you to access business information created using BusinessObjects and Webintelligence L
111. port General Drill Options I Prompt if drill requires additional data I Synchronize drill on report blocks T Hide drill toolbar BusinessObjects Documents You can view BusinessObjects documents either with BusinessObjects or in a browser with InfoView Select a view format HTML format PDF in InfoView Acrobat Reader required Enhanced Document Format BusinessObjects format Windows only Download BusinessObjects ee co For more information refer to Viewing and Refreshing Documents on page 95 The InfoView toolbar _ InfoView User s Guide gt Create Edit The Create Edit tab options are displayed if you have the rights to create and edit documents This tab enables you to e Select the default type of document you want to create e Select the report panel to use to create and edit your WebIntelligence documents Options Pages Use these pages to customize your user settings Display List View Create Edit Password About Document Type Select the type of document you want to create WebIntelligence Select default Universe C BusinessObjects Download and Install BusinessObjects WebIntelligence Documents Select a report panel Java Report Panel HTML Report Panel For more information refer to Creating and Editing Documents on page 113 gt Password The Password tab is displayed if you have the rights to change your password Options Page
112. pt 1 From the Tools menu select Internet Options The Internet Options dialog box appears 2 Click the Security tab Click Internet 4 Click Custom Level The Security Settings dialog box appears oO Checking your browser configuration InfoView User s Guide 8 Enabling your To 1 6 L Getting Up and Running Scroll down to the Microsoft VM Java permissions heading and select the safety level you want If Java permissions are not available as an option you must install a more recent version of the browser Click OK A confirmation window appears Click Yes Your browser is now JavaScript enabled Click OK to save your settings and close the Internet Options dialog box browser for cookies cookies enable a Microsoft Internet Explorer 5 5 browser On the browser window click Tools An Internet Options dialogue box appears Select the Security tab Click Custom Level A security Settings dialog box appears Scroll down to the section called Cookies Select one of the following options Prompt if you want a message to appear before each time it writes something to your environment Select Enable if you do not want to see a message appear each time cookies are about to be downloaded Go back to the Browser Check page and run the browser check again Checking your browser configuration The Browser Check option verifies whether your browser is correctly configured for Inf
113. r did not give you the rights to change your password the Password tab is not displayed in the Options page If you change your password in InfoView your BusinessObjects password is also changed To change your password 1 Click the Options icon in the InfoView toolbar The Options page appears 2 Click the Password tab The Password tab appears Options Pages Use these pages to customize your user settings Display List View Create Edit About Change Password Current Password New Password New Password Again 3 Type your current password in the Current Password box Type your new password in the New Password box This is case sensitive Confirm the new password by typing it again in the New Password again box Click Apply aa L Customizing InfoView InfoView User s Guide Customizing My InfoView This section describes My InfoView and how to use it My InfoView can display data from a variety of sources in a single page You can set up My InfoView to instantly show you the information you need by dividing the browser window into three panes each displaying different information This allows you to view information from different sources at the same time in your browser window You can access My InfoView by clicking the My InfoView button in InfoView toolbar or by selecting My InfoView as your default start page in your user options The Default My InfoView page The default My InfoVi
114. rate documents to make it available to other users Main Select one or more Categories T Geography I Asia M Europe T North America oceania T South America T Human Resources T Products M Sales 7 Top Management T Tutorial indicates a required field 9 Select the category or categories to which you want to save the document then click OK For more information refer to Managing Categories on page 139 Saving documents _ InfoView User s Guide Save as a personal document You can save any document type as a personal document When you save a personal document you make a copy of the document and store it in your Personal Documents page You can save any document that you have rights to read To save as a personal document 1 Open the document you want to save The save option appears above the open document 2 Click Save The save options page appears 3 Click Save as a personal document The Save as a personal document page displays the Main tab Revenue for Non Accessories Corporate Standard Save this document to InfoView for your personal use Document Name Revenue for Non Accessories Cd Description Report showing eFashion store revenue for lines other than accessories for the current year Keywords store revenue currentyear a efashion non accessories gt Categories Select one or more Categories T intertace T Portal Overwrite C yes No Refre
115. reate Edit page lets you define options for creating reports You can select the type of document you want to create Weblntelligence or BusinessObjects By default the document type is Weblntelligence and the report panel is Java Selecting the type of document you want to create You can choose to create a Weblntelligence Weblntelligence OLAP or a BusinessObjects document gt Creating a Webintelligence document You create and edit WebIntelligence documents by launching a WebIntelligence report panel from InfoView Each report panel is designed for different query and reporting needs To decide which panel to choose refer to the Getting Started with Webintelligence Guide L Customizing InfoView o N o MI To select the report panel from InfoView 1 Click the Options icon in the InfoView toolbar The Options page appears Click the Create Edit tab The Create Edit tab appears Select Webintelligence If you want to set a default universe click Select Default Universe The Default Universe Setting page appears Default Universe Setting Select the default source of information you want to use to create a document 2 universe s View Details List refreshed 03 06 2003 04 55 23 PM 49 OD mame 4 Domain Date ce TB efashion Universe 10 09 2002 09 17 05 AM Cc ka Island Resorts Marketing Universe 10 09 2002 09 17 05 AM No default universe EI EE Select the universe you want to set as your default Click
116. ree 143 displaying 144 hiding 145 checking browser configuration 27 consultants Business Objects 11 cookies enabling your browser 28 Index _ InfoView User s Guide corporate categories creating 145 definition of 141 deleting 148 managing 143 renaming 147 Corporate Dashboards 177 Corporate Documents setting a default category 72 setting refresh options 74 corporate documents categories 56 Corporate Documents page accessing 49 definition of 17 example 56 create and edit options 46 80 creating a corporate category 145 creating a personal category 149 creating BusinessObjects documents 120 creating documents 21 creating new documents 51 creating OLAP documents 117 creating WebIntelligence documents 115 customer support 11 customized interface 20 customizing InfoView 68 D data source OLAP 117 default skin setting 70 default universe 116 deleting a corporate category 148 deleting a personal category 150 deleting documents 133 demo materials 9 details view 119 121 Developer Suite 10 12 display options 43 69 document areas 17 L Index document formats BusinessObjects 100 Webintelligence 97 document information in document lists 55 document lists 55 60 adding to My InfoView 93 document properties 136 Viewing in the document list 136 Viewing in the Properties page 138 document types 125 documentation CD9 feedback on 10 on the web 9 printed ordering 9 roadmap 9 search 9 Documentation
117. rsonal categories You alone have the right to create rename delete and use these categories Creating a personal category You can create personal categories only in the Personal Documents Home page you cannot create subcategories To create a personal category 1 From the Home page click Personal Documents The Personal Documents page opens 2 Click Manage Categories The personal categories list opens Personal Categories Personal Categories Nie Cutegoy Type the name for the category here TU Joe then click Create EI 3 Type the name of the new category in the text field 4 Click Create InfoView creates the category and returns you to your personal categories list The new category is displayed 5 Click Close Managing personal categories InfoView User s Guide Renaming a personal category To create a personal category 1 1 L Managing Categories 5 From the Home page click Personal Documents The Personal Document page opens Select the category you want to rename you cannot rename the home page The categories list appears Type the new name for the category here then click Rename Expenses E Personal Categories Expenses Rename From sglespen Date 01 14 2004 04 36 55 PM Documents Count 1 Delete Type the new name for the category in the text field at the top of the page Click Rename InfoView renames the category Cli
118. rt value a contextual menu appears with the sort and filter options and or the drill button __ Drill button Filter and sort contextual menu Edit Sav Send View in PDF Format Add to My InfoView Q Revenue for Non Accessory Lines Lines Sales revenue e Fashion San Francisco e Fashion Los Angeles AJ Ascending Average Z Descending Year Store name Lines Sales revenue 2003 City Trousers po Sm 85 282 70 Average 2 641 35 Viewing Weblntelligence documents InfoView User s Guide The drill feature is available in both HTML Interactive and in static HTML When you view Webilntelligence documents in HTML Interactive format you can e filter report values e sort report values e drill report values to analyze the related detail and summary data Available actions vary according to the graphical element being clicked and its content Just click elsewhere in the document to make the menu disappear For more information refer to the Getting Started with WebIntelligence Guide You need the appropriate security profile to use the filter sort and drill features You can cancel the opening or refreshing of a Webintelligence document by clicking Cancel L Viewing and Refreshing Documents InfoView User s Guide Viewing Webilntelligence documents in PDF Viewing documents in PDF is useful if you wa
119. rvisor Creating new Webilntelligence OLAP documents _ InfoView User s Guide 3 Click New The following page appears Webintelligence OLAP Report Panel Add an OLAP DataSource OLAP Data Source name Server information OLAP Server Choose Provider z Server Name Description sare Ee pook Enter a name for the data source From the OLAP server drop down menu select the data provider to use Enter the name of the server on which the OLAP server resides Enter a description for this data source Click Save You are returned to the WebIntelligence report panel and the document you have created is displayed in the list of data sources For information on adding editing or deleting data sources refer to the Weblntelligence for OLAP User s Guide Depending on your rights may be asked for user ID and password while working with OLAP on oS AA Webilntelligence OLAP does not run on UNIX Do not select a UNIX only Broadcast Agent when creating a Weblntelligence OLAP task L Creating and Editing Documents InfoView User s Guide Editing WebIntelligence documents You can open a Webintelligence document for editing in two ways e Click the document name to open the document then click Edit Click here to edit the document end View in PDF Format Add to My InfoView Last refresh date 03 07 2003 03 40 25 Pm 9 a a Revenue per State 2002 q
120. s Takes you to a list of documents in the Corporate Documents page e Personal Documents Takes you to a list of documents in your Personal Documents page e New Documents Lets you create documents e Scheduled Documents Shows documents that have been sent to Broadcast Agent To access one of these lists click either the icon and title of the list you want L Getting to the Documents You Need InfoView User s Guide Navigating in InfoView You can access existing documents from document lists in the Corporate Documents page and Personal Documents page You can access your inbox documents from the Personal Documents page The documents in your inbox are the documents that other users have sent you All users have the rights to access their own Personal Corporate and Inbox Document pages this depends on whether you have been granted the rights by your system administrator Documentlists can include WebIntelligence and BusinessObjects documents as well as any other documents that have been saved to the system You can recognize each type of document by the icon preceding the document in the list You can sort the order in which document lists are displayed To find out how to do this refer to Managing Documents on page 123 Document lists display the following information e the document name and type e the name of the document sender publisher for corporate documents e the date the document was last updated e the file si
121. s Use these pages to customize your user settings Display List View Create Edit About Change Password Current Password New Password New Password Again BE For more information refer to Changing your password on page 82 L InfoView Page Layout InfoView User s Guide gt About The About tab shows you the products you have installed and their version numbers Options Pages Use these pages to customize your user settings Display List View Create Edit Password Default Options Load server defaults EG About Installed Products InfoView 6 0 0 5162 FCS Weblntelligence Reporter 6 0 0 Webintelligence Explorer 6 0 0 Broadcast Agent 6 0 0 U S Patent numbers 5 555 403 and 6 247 008 Initial author of BusinessObjects Jean Michel Cambot Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under aw x Copyright 2003 Business Objects S A All rights reserved The Help pages From anywhere within InfoView click the Help icon on the InfoView toolbar and the context sensitive InfoView and Webintelligence Online Help page is displayed AjinfaView and Webinteligence Online Heke InfoView and Webintelligence Online Help Help
122. s such as marketing or sales As a result your list of documents becomes more manageable because an individual document is easier to find TIP If you find yourself using the Search facility often it may be time to start assigning your documents to categories so that you can filter your document lists What kinds of categories are there InfoView has two kinds of categories e Corporate categories Corporate categories organize lists of corporate documents To create corporate categories you must be given the appropriate rights by your system administrator With these rights you can also update and delete any category that you have created If you have the appropriate rights you can also update and delete categories that other users have created For more information refer to Managing corporate categories on page 143 e Personal categories You use personal categories to organize your list of personal documents You alone can create update delete and use these categories For more information refer to Managing personal categories on page 149 What are categories InfoView User s Guide Accessing categories You access your categories from the Personal Documents and Corporate Documents pages by clicking the Manage Categories icon Corporate Documents Click here to manage your categories Access documents available to you and other users When you select one of the categories I
123. s have sent to you Search Advanced ambox Documentation Geography Examples North America South America New Document Hunanipassuicak Products Create a new document from a Universe or from OLAP Head count New faces You can also Add a document to InfoView from your computer Sales Top Management a uotas CEO COO VPs Tutorial Scheduled Documents N ii ji All Documents Uncategorized Documents as Hala scheduled list of documents and check their us Corporate Documents Personal Documents New Document Scheduled Documents L InfoView Page Layout InfoView User s Guide The InfoView toolbar The InfoView toolbar appears throughout the product It does not change as you navigate through different pages It includes links to the following pages e Home e My InfoView e Options Help e Logout The rest of this chapter provides a brief introduction to each of these pages and explains where you can find more information The Home page The Home page is the main page of InfoView It gives you direct access depending on your rights to Corporate Documents e Personal Documents e New Documents e Scheduled Documents Unless your system administrator has created a default page the Home page is the first page to open when you log into InfoView The Home page is your base for viewing managing and distributing the documents in your corporate database including Weblntelligence and BusinessObjects documents The In
124. ser s Guide gt Tips for using the advanced search e The keywords field in BusinessObjects documents is treated as one field which means that order in which the words are entered in this field and any punctuation you include in your search affect your search results However Business Objects recommends searching for one key word at a time The creation first publication and first saved dates are not taken into account in this search The only date that is matched is the date on which the document was last saved to the selected storage area L Getting to the Documents You Need Customizing InfoView chapter InfoView User s Guide Overview This chapter explains how to customize InfoView so that it is tailored to meet your needs You do this via the Options pages The options are divided into six tabs Display List View Create Edit Password About These tabs contain the settings that allow you define what InfoView looks like what type of documents you create and how you view documents The options available to you depend on the rights that your system administrator gives you You do not have to set your options each time you log into InfoView Your settings apply until you change them again For every change in the Options pages you can choose to Click Apply to confirm your choice and stay on the Options pages to make more changes Click OK to save your changes and exit the Options pages Click
125. sh Manually When opened indicates a required field 4 Enter the document s name By default the document s current name appears as the document s name If you want to change it do so in the text box For best results limit the name of the document to 100 characters 5 You can also enter the following information if required Adescription of the document One or more keywords to serve as search criteria 6 Select the category or categories to which you want to save the document L Saving Sending and Scheduling Documents InfoView User s Guide You can make changes to your personal categories such as creating a new category to assign the document to To do so click Categories For more information refer to Managing Categories on page 139 7 Choose whether or not to overwrite documents of the same name when this document is saved using the Overwrite option If you choose not to overwrite and another document exists with the same name you must rename your document before you save it 8 Choose when to refresh the document using the Refresh options Option Description Manually The document will be refreshed only when a user refreshes it manually When opened Whenever a user opens the document InfoView automatically runs the document s query again formats the document and displays the document with the most up to date data using the user s security profile For more informa
126. st e You can be prompted to enter values For more information about viewing documents that contain prompts refer to the Getting Started with WebiIntelligence Guide and the BusinessObjects User s Guide Accessing Data and Data Analysis L Viewing and Refreshing Documents InfoView User s Guide Searching lists of values When viewing a WebiIntelligence document with prompts you can perform a search within the list of values To search a list of values 1 Open a Weblntelligence document in InfoView 2 Refresh the document The following screen appears Reply to prompts before running the query Country of origin In list Values Selected No selected value 3 Enter a keyword or sentence or simply a part of the word in the text box Reply to prompts before running the query Country of origin In list Values Selected Bea No selected value Please note that the search is case sensitive In the screen above if you enter fr instead of Fr no values are returned Prompts InfoView User s Guide 4 Click the binoculars icon Any matching values are returned Reply to prompt s before running the query Country of origin In list Values Selected Ea No selected value France Fr 5 Select the desired value This feature is only available once you refresh the Weblntelligence document Mac Using wildcards to answer pr
127. t domain in the corporate repository to send the document to Select the group or groups to which you want to make this document accessible Available groups are listed You can also enter the following information if required Adescription of the document One or more keywords to serve as search criteria Choose whether or not to overwrite documents of the same name and type when this document is saved using the Overwrite option If you choose not to overwrite and another document exists with the same name you must rename your document before you save it Choose when to refresh the document using the Refresh options Option Description Manually The document will be refreshed only when a user refreshes it manually When opened Whenever a user opens the document InfoView automatically runs the document s query again formats the document and displays the document with the most up to date data using the user s security profile Scheduled Refresh Broadcast Agent automatically refreshes the document at specific times or intervals then sends it to the users in your distribution list For more information refer to Refreshing documents on page 108 L Saving Sending and Scheduling Documents InfoView User s Guide 8 Click the Categories tab The category tab opens showing all the corporate categories available to you Report Filters and Average Sales Calc Save this document as a corpo
128. tegory in the text field at the top of the page Click Rename InfoView renames the category Click Close Managing corporate categories _ InfoView User s Guide Deleting a corporate category To delete a corporate category 1 From the Home page click Corporate Documents The Corporate Document page opens 2 Select the category you want to delete you cannot delete the home page The categories list appears Geography Corporate Categories Geography Rename Author mmaillar Date 10 08 2002 06 19 30 PM Documents Count 24 6 sub categories Name Owner Creation Date mi Asia msullivan 12 20M969 01 07 31 PM Oo meullivan 12 24 1969 10 46 30 AM Vv msullivan 12 20 1969 01 07 31 PM rT msullivan 12 20M969 01 07 31 PM msullivan 12 20 1969 01 07 31 PM m msullivan 12 20969 01 07 31 PM The check indicates that you want to delete this category Click this icon to delete the category you selected 3 Select the check boxes next to the name of the category or categories you want to delete 4 Click the Delete Selected Categories icon shown above The following confirmation message appears Delete Categories 2 categories to delete North America South America 5 Click OK InfoView deletes the category 6 Click OK again You cannot delete a category if it contains subcategories You must delete each subcategory first L Managing Categories InfoView User s Guide Managing pe
129. th ofthe let column Small 25 of the total space avai ablo C Medium 30 of the tctal space available Large the maxinum space possisle Arid a Portlet to My InfaiView m Add a Portlet to My InfoView 3 Click Add a Portlet to My InfoView The Add Portlet page appears Nel on cy UN BUSINESS O6JECTS 8a GO Home My Info ew Opticns Help Logout Adc Portlet Type Choose Portlet type bad indicetes a equired fie Working with portlets 88 InfoView User s Guide 4 Select Welcome to My InfoView from the drop down menu The following page appears Add Portlet Welcome to My InfoView Type welcome to My InfoView v Portlet Name Welcome to My InfoView The My Infoview Welcome Page is designed to guide you through your first use of My InfoView indicates a required field The portlet name appears automatically and is not editable 5 Click Create My InfoView opens with the Welcome to My InfoView Portlet showing To return to the Display tab without adding the portlet click Cancel gt Adding a web page as a portlet To add a web page as a portlet 1 Click the Options icon in the InfoView toolbar The Options page opens 2 Click the Display tab The Display tab appears 3 Click Add a Portlet to My InfoView as illustrated above The Add Portlet page appears 4 Select Web Page from the drop down menu The following page appears
130. that need it as trend reports or as a list of individual customers to target in a marketing campaign For more information on Application Foundation concepts please see the Dashboard Manager User Guide InfoView User s Guide Getting started with Application Foundation The InfoView with Application Foundation deployment is a new feature in this release Application Foundation is no longer available as a stand alone product and must be used in this deployment This guide assumes that you have already installed Application Foundation If this is not the case please refer to the Application Foundation Installation Guide Logging into Application Foundation InfoView features a single login Once you have logged into InfoView you do not need to log into Application Foundation For information on logging into InfoView refer to Logging into InfoView on page 31 The Home page The most noticeable change to InfoView when Application Foundation is deployed is in the InfoView Home page The InfoView Home page is shown below CG a GO O G e CumassOmos Mera Nay Intoden Saep ap Fountain Ope mp lapt Corporate Documents Personal Documents ma Access Gocumerts awakabie to you and other users Access the documents you saved for your personal use as P5 a wel as the Gocumerts cther users have sert to you y g Pata nom nox sales Personal Dashboards AI Document UVuseteuurized Documents W Access your personal dasmooards
131. the Manage Categories icon The corporate categories list appears Sales Corporate Categories Sales Rename From mmaillar Date 10 08 2002 05 19 30 PM Documents Count 28 Move 4 sub categories of the page 5 Click Create InfoView creates the category and adds it to the list Click Close Name Owner Creation Date g 9 mmaillar 10 08 2002 05 38 04 PM O mmaillar 10 08 2002 05 38 04 PM ka mmaillar 10 08 2002 05 38 04 PM o mmaillar 10 08 2002 05 38 04 PM Oo create Ea Type the name of the new category in here then click Create 4 Type the name of the category you want to create in the text field at the bottom Renaming a corporate category To rename a corporate category From the Home page click Corporate Documents 1 The Corporate Document page opens InfoView User s Guide Select the category you want to rename you cannot rename the home page The categories list appears then click Rename Type the new name for the category here Sales Corporate Categories Sales Rename From mmaillar Date 10 08 2002 05 19 30 PM Documents Count 28 Move 4 sub categories Name Owner Creation Date Create mmaillar mmaillar mmaillar mmaillar 10 08 2002 05 38 04 PM 10 08 2002 05 38 04 PM 10 08 2002 05 38 04 PM 10 08 2002 05 38 04 PM Type the new name for the ca
132. the bottom of the page allows quick and easy access to the different areas of the Home page while you are navigating in InfoView Corporate Documents Personal Documents New Document Scheduled Documents The navigation bar is available in the Home Page when viewing document lists in the Corporate Documents and Personal Documents pages in data source lists in the Scheduled Documents page The navigation bar is not available when using the Document Viewer in My InfoView when saving documents when sending documents in the Options pages when using the search page when adding documents when logging out If the page contains too much data you may need to scroll down to see the navigation bar L InfoView Page Layout Getting to the Documents You 4 Need InfoView User s Guide Overview This chapter explains how you can quickly navigate in InfoView to find the documents you need to work with It explains how to access other parts of InfoView from the Home page describes the different InfoView document types and introduces the concept of categories By default the Home page is the first page that opens when you open InfoView However you can change your default page to one of your choice as explained in Chapter 5 Customizing InfoView The Home page gives you direct access to the main areas of the InfoView portal It provides links to the different document lists These are e Corporate Document
133. the user rights you can also delete in the documents list To do this 1 Click View Details to display document details CO Advanced List refreshed 07 30 2003 04 57 09 PM wa acknowledged ERs J From msullivan Date 03 17 2003 12 10 04 PM Size 50 K Edit Delete Properties a New Document LLJ From msullivan Date 03 17 2003 12 10 04 PM Size 50K Edit Delete Properties A test doc LLJ From msullivan Date 03 17 2003 12 10 04 PM Size 50 K Edit Delete Properties PA Document LL From msullivan Date 03 17 2003 12 10 04 PM Size 50 K Edit Delete Properties New Document FD LLJ From msullivan Date 03 17 2003 12 10 04 PM Size 50 K Edit Delete Properties Click here to delete this document Click Delete for the appropriate document A confirmation message appears InfoView User s Guide 3 Click OK A message tells you when InfoView has successfully deleted the documents 4 Click OK to return to the documents list The deleted document no longer appears in the list Once you have deleted a document there is no way to retrieve it Deleting documents InfoView User s Guide Viewing document properties Every document that you can view in InfoView has certain properties such as its description the categories it belongs to and its keywords You can view document properties in two ways e Via the document list details view this provides basic information such as the sen
134. tings Display je sae View Create Edit Password About Corporate Documents List Specify how you want to refresh the Corporate Documents list I Every visit to Corporate Documents You currently have no default category Change Default Category z Personal Document List You currently have no default category Change Default Category z Inbox Document List Specify how you want to refresh your Inbox List At login only Every visit to Inbox Universe List Specify how you want to refresh your Universe List At login only Every visit to Universe List For more information refer to Refreshing documents on page 108 L InfoView Page Layout gt View InfoView User s Guide The View tab options enable you to select the format in which you want to view your Weblntelligence and BusinessObjects documents is not already installed on your local machine Options Pages Use these pages to customize your user settings Display List Create Edit Password About For WebIntelligence you can also choose your drill options For BusinessObjects you can also choose to download BusinessObjects if it Weblntelligence Documents Select a View format HTML HTML Interactive Portable Document Format Adobe Acrobat Reader required Drill Options For each new drill session Start drill on a duplicate report Start drill on the existing re
135. tion refer to Refreshing documents on page 108 9 Click OK Saving documents _ InfoView User s Guide Save to my computer You can save documents of all types to your local machine The formats available to you when you do so depend on your rights and the document type Available formats may include e The original document format such as rep for a BusinessObjects document Saving BusinessObjects documents in their original format means that you can easily view the data as it was created You can also edit the document if you have the right e PDF pdf Creating a copy of your documents as a PDF file is especially useful if you want to provide other users with the document information in a printable format The page layout and formatting of the document is retained in the PDF file e Microsoft Excel format xIs Creating a copy of your documents as a Microsoft Excel file is useful if you want to combine the information in your document with other data in an Excel spreadsheet and send it to non Business Objects users Each report within the document converts to a separate Excel worksheet within the Excel file e Comma Separated Values format csv Creating a copy of your documents in CSV format is useful for saving the information in your document in a generic format that can easily be imported into databases or spreadsheets Unlike BusinessObjects and WebIntelligence documents Excel files cannot retrieve data from th
136. to retrieve from the database and return to the document Prompts enable you to limit the document data to the information that corresponds to a specific business question For example if you want to view information for a specific account a prompt can enable you to enter the account number for which you want to retrieve information The way you are prompted depends on whether the document is set to refresh automatically or not each time you open it e Ifthe document is not set to refresh on opening the document opens and you can view the values filtered by the prompt and the last time the document was refreshed in the Prompts pane e f the document is set to refresh the data before you can open it you need to answer the prompts so that BusinessObjects or WebiIntelligence knows which values to return to the document Document creators can include condition prompts in documents which means that when you open or refresh the document you are asked to provide information that will restrict the amount of data returned For example you may be asked to enter the particular year for which you want financial information If you do not provide this information you cannot view the document The types of prompts you see may vary slightly according to whether the document was created using Webintelligence or BusinessObjects but in general you can be asked for information in two ways e You can be prompted to select values from a predefined li
137. ue for pdt from torce Would you like to open the file or save it to your computer Open _seve_ Cancel More Info IV Always ask before opening this type of file 5 Click Save 6 Select a file location on your computer then click Save A copy of your document is saved in your chosen format to the location you specified on your local machine 7 Click Close Saving documents _ InfoView User s Guide Sending documents You can send a document to individuals or to groups of users To send a document 1 Open the document 2 Click Send Click here to send the document to someone else NANESIOIKOIS Edit Save Send View in PDF Format Add to My InfoView Document Map O Q Document for Interactive Viewing demo Tr Revenue per State Accessories 25 245 32 894 19 997 City Skirts 2 375 54 927 0 City Trousers Discontinued 51 033 5303 Dresses 11 681 32 097 10 618 Jackets 2 368 3 429 5 001 Leather Discontinued 51 175 5163 Outerwear 5158 2 828 51 038 The Send page opens Document for Interactive Viewing demo Send this document to other users tan oo Users Document Name Document for Interactive Viewing Description a Keywords a Refresh manually C When opened Scheduled Refresh L Saving Sending and Scheduling Documents InfoView User s Guide 3 In the Main tab complete
138. use Save to my computer Save this document to your computer as Microsoft Excel format xls PDF format csv file Corporate Personal My Computer L Managing Documents 5 Select the document area where you want to save the document SC SE I a m joj 4 InfoView User s Guide Your choice here determines the page that appears next as each save action requires specific information For more information about the pages that follow and how to complete them refer to Saving documents on page 155 Printing documents from InfoView To print a document you must first open it in InfoView You can then print it in one of three ways e HTML e Enhanced viewer for BusinessObjects documents e PDF gt Printing from HTML Business Objects recommends printing your HTML documents in PDF format as this offers the highest quality printouts To view HTML in PDF format open your document and click View in PDF Format above the document Edit Save Send View in PDF Format Then click Print in the Adobe Reader toolbar B8 5 5 BOB E gt Printing from the enhanced document viewer for BusinessObjects documents The Page Setup button in the toolbar enables you to set margin size paper format and page orientation Click Print in the enhanced document viewer toolbar For the enhanced document viewer the toolbar looks like this Click here to print the open document 7 GEDA nla Dg
139. ute by sending us your own tips www businessobjects com forms tipsandtricks_login asp gt Product documentation We regularly update and expand our documentation and multimedia offerings With a valid maintenance agreement you can get the latest documentation in seven languages on the Online Customer Support OCS website gt Developer Suite Online Developer Suite Online provides documentation samples and tips to those customers with a valid maintenance agreement and a Developer Suite license via the Online Customer Support OCS website Send us your feedback Do you have a suggestion on how we can improve our documentation Is there something you particularly like or have found useful Drop us a line and we will do our best to ensure that your suggestion is included in the next release of our documentation documentation businessobjects com If your issue concerns a Business Objects product and not the documentation please contact our Customer Support experts For information about Customer Support visit www businessobjects com services support htm L Maximizing Your Information Resources InfoView User s Guide Services A global network of Business Objects technology experts provides customer support education and consulting to ensure maximum business intelligence benefit to your business How we can support you Business Objects offers customer support plans to best suit the size and requirements
140. w option is also available in any document viewed with the Enhanced Document Viewer To add a document to My InfoView 1 Open a document 2 Click Add to My InfoView a Click this link fiew in PDF Format Add to My InfoView Revenue per State 2002 50 999 566 063 5 290 10 974 11 240 145 319 150 224 3 245 537 239 24 306 2 Pocket shirts Belts bags walle Bermudas 580 787 57 546 6 256 Boatwear Casual dresses Hair accessories 512 436 521 193 11 939 15 189 07 Jackets 20 675 31 678 ald 26 176 15 25 382 26 530 035 07 562 045 15 38 009 61 The document is displayed in My InfoView Welcome to My InfoView EI Revenue per State Welcome Q Revenue per State L Customizing InfoView 3 To My A InfoView 2002 ge 2 Pocket shirts 33 103 145 319 76 473 37 4 Register Belts bags walle 80 787 150 224 99 024 73 yourself for the chance to win a gift Registered users are the first in line to receive information on Business Objects product developments Casual dresses Hair accessories Jackets Average 57 546 53 245 5 360 23 10 974 6 256 537 239 18 156 2 511 240 29 683 24 306 21 743 03 12 436 21 193 11 939 15 189 07 25 382 26 31 678 30 035 07 62 045 15 26 176 15 InfoView User s Guide Adding document lists to My InfoView In
141. y for the Corporate Documents and Personal Documents list e specify how you want to refresh the Corporate Documents page your Universe list and your Inbox For information about refreshing individual documents refer to Refreshing documents on page 108 Setting default categories You can specify default categories for both the Corporate Documents page and your Personal Documents page If you do so the category you choose is displayed instead of the list of all of the categories in the storage area To specify a default category 1 From your Home page under Corporate Documents click the category that you want to make your default category for example sales BUSINESS OBJECTS Corporate Documents A Access documents available to you and other users Advanced finance marketing saeg All DofUments Uncategorized Documents The page containing that category opens 2 With that page open click the Options icon in the InfoView toolbar The Options page appears 3 Click the List tab The List tab appears 4 To specify a default category for the Corporate Documents page select the L Customizing InfoView InfoView User s Guide category you want from the Change Default Category drop down list in the Corporate Documents List section You can select one of the following No Default Category The category corresponding to the open page in this case sales ft category Chan
142. ze Navigating in InfoView _ InfoView User s Guide The Corporate Documents page The Corporate Documents link takes you to the list of documents you are allowed to access in the corporate repository z BUSINESS OBJECTS Home My InfoWew Options Corporate Categories 7 Access documents available to you and oher users Advanced Documentation Examples Geography Nort Ameriza Human Resources Products Uleed court New faces Top Management CEQ COO VPs Tutorial All Documents Uncategorized Documents All categories are shown as well as alink to a list of all documents in the corporate repository regardless of the categories to which they have been assigned a link to the list of documents that have not been categorized If you have the rights you can rename add edit and delete documents in this category list For more information refer to The Corporate Documents page on page 56 You can search for documents in your Corporate Documents area Refer to Searching for documents on page 63 for more information L Getting to the Documents You Need InfoView User s Guide Your Personal Documents page The Personal Documents link takes you to the lists of documents you have saved for your personal use ee BUSINESS OBJECTS Home My IntoMew Options Help Logout Personal Categories 2 Access the documents you saved tor your perscnal use as well as the cocu

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