SAP BusinessObjects Web Intelligence Rich Client Users Guide SAP BusinessObjects Business Intelligence Suite 4.0 Feature Pack 3

Transcription

1 SAP BusinessObjects Web Intelligence Rich Client Users Guide SAP BusinessObjects Business Intelligence Suite 4.0 Feature Pack 3

2 Copyright 2011 SAP AG. All rights reserved.sap, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.sybase and Adaptive Server, ianywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.these materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

3 Contents Chapter 1 About this users guide...19 Chapter 2 About Web Intelligence...21 Chapter 3 Application structure...23 Chapter Setting up and using Web Intelligence Rich Client...27 Installing the desktop interface...27 To install the desktop interface from the BI launch pad...27 To install Web Intelligence Rich Client from the SAP BusinessObjects Enterprise CD...27 Availability of online help...28 Quick Launch button...28 Connection modes...28 About connection security rights and working locally...29 Connected mode...29 Offline mode...32 Standalone mode...33 Defining the Proxy Settings...34 Setting the interface and document locales...34 The Product locale...35 The Document locale...35 The Preferred Viewing locale...36 To associate a locale with a document permanently...36 To set viewing preferences...37 To change your password...37 Working with universes in the Rich Client interface...37 Universe security in Web Intelligence Rich Client...37 Working with universes in Connected mode...38 Working with universes in Offline mode...38 Working with universes in Standalone mode...39 To select a default universe

4 Contents Chapter Working with documents on the desktop...41 To select default folders for local documents and universes...41 To create a document by building a query...41 To create a blank document...41 To open a document from the repository...42 Sending documents...42 To send a document by mail...42 To send a document to another user...42 To send a document by FTP...43 Saving documents...43 To save a document in the corporate repository (with the Java interface or Rich Client)...43 To save a document as an Excel spreadsheet (with the Java interface or Rich Client )...44 To save a document as PDF (with the Java interface or Rich Client)...45 To save document data as CSV (with the Java interface or Rich Client)...45 Setting document properties...46 To display and set document properties...48 Chapter Returning data using queries...49 Queries defined...49 Queries defined...49 Classes and subclasses...50 Analysis dimension...50 Dimension...50 Attribute...50 Hierarchy...51 Level object...51 Member...52 Named set...52 Calculated member...52 Measure...53 Building and working with queries...53 Hierarchical and non-hierarchical queries...53 Building queries on universes...56 Building queries based on BEx queries...75 Building queries on local data sources...87 Building queries on web services...89 Building queries on Advanced Analysis views...95 Working with multiple queries...96 Managing queries

5 Contents To sort query results To preview query results Displaying data from an added query To interrupt a query To remove a query To duplicate a query Changing the data source of a query Chapter Refreshing Web Intelligence documents based on PDP / CDP data sources from the BI launch pad Points to consider before refreshing a document from BI launch pad Chapter Filtering data using query filters Query filters defined Query filters and report filters compared Structure of query filters Query filter and prompt operators Types of query filter Predefined query filters Quick filters Custom query filters Combining query filters Filtering hierarchical queries How levels filter hierarchical queries How measures filter hierarchical queries Chapter Filtering data using prompts Prompts defined Merged prompts Hierarchical prompts Query filter and prompt operators List of operators Restrictions on filter operators To build a new prompt To select an existing prompt To remove a prompt Defining how prompts display Combining prompts Combining prompts with query filters To change the order of prompts

6 Contents Chapter Using combined queries Combined queries defined Uses of combined queries How combined queries are generated To build a combined query Combined query structure To return a list of years and reservation years based on the number of guests Combined query precedence Nesting combined queries To set the order of precedence of combined queries Chapter Filtering data using subqueries Subqueries defined To build a subquery To find out which customers bought a service that had previously been reserved in Q1 of 2003, and how much revenue have they generated Subquery parameters Chapter Ranking data using database ranking Database ranking defined Database ranking parameters To create a database ranking To rank the top 10 employees by salary in each department Chapter Working with reports Hierarchical and non-hierarchical data Working with non-hierarchical data Working with hierarchical data Finding text To find text in a report Viewing modes Viewing modes defined To switch between viewing modes Folding and unfolding report data To fold and unfold report data To redisplay all hidden content in a report Printing reports To print reports

7 Contents Chapter Displaying data in tables Overview of tables Table types Vertical table Horizontal table Cross tables Forms Creating and editing tables To create a table by dragging objects onto a report To create a table by selecting a template To apply a different template to a table with Turn Into To add table rows or columns To remove table rows or columns To move a row or column To swap a row or column To clear cell contents from a table To remove a table To copy a table Formatting tables and table cells To select a background color for the table or cells To define alternate row and column colors for a table To insert an image or skin in a table To format table or cell borders To format text in table cells To set cell height and width To copy formatting using the Format Painter To set the position of a table or chart on the report page To layer tables and cells To merge table cells Controlling the display of tables To show or hide tables, rows or columns To redisplay hidden tables, cells or sections To hide dimensions in tables To redisplay hidden dimensions To avoid duplicate row aggregation To show or hide table headers and footers To start tables on a new report page To display object names in headers on cross tables To avoid page breaks in tables To repeat table headers or footers on report pages

8 Contents Chapter Displaying data in free-standing cells Free-standing cells defined To insert a free-standing cell in a report To hide free-standing cells To redisplay hidden tables, cells or sections To copy a free-standing cell Chapter Organizing data with sections, breaks and sorts Using sections to group data Grouping information with sections Applying filters to sections To create a section from a column To create a section from a dimension Creating sections from a hierarchy Creating subsections To remove a section cell or section To set the page layout of a section To hide sections To redisplay hidden tables, cells or sections To define colors and images in a section Using breaks Breaks defined Breaks compared to sections Applying breaks to hierarchies Default sort order in breaks To insert a break To remove a break To manage breaks Break properties Using sorts to organize data Sorting the results displayed on reports Sorting hierarchical data To insert a sort To remove a sort To manage sorts Chapter Formatting numbers and dates Predefined and custom formats Predefined formats

9 Contents Custom formats To format a number as a currency Chapter Displaying data in charts Creating charts Opening charts created with Web Intelligence 3.x Chart types Bar charts Box plot charts Column charts Line charts Area charts Tree map charts Pie charts Heat map charts Point charts Radar charts Tag cloud charts Waterfall charts Adding, copying and removing charts To add a chart to a report Chart feeding: Binding objects to a chart To apply a chart style To copy a chart To remove a chart Changing the chart type To change the chart type by using Turn Into Turning Hierarchical queries into charts To switch between bars, lines and surfaces Positioning and sizing charts To set the position of a table or chart on the report page To position a chart in relation to another chart or table To resize a chart Formatting charts Formatting chart areas To format a chart Formulas in chart elements Warning icons in charts To insert and format a chart title To display a chart with a 3D look Assigning colors to charts

10 Contents To add background colors to a chart To modify chart borders To format the Plot Area background To hide the floor of a 3D chart To show and format chart legend To avoid page breaks in charts To manage stacking options To assign axis labels in data values To format axis label text, borders, and background To format the axis grid To format axis values, numbers and text To show a specific range of axis values Linear and logarithmic axis scales Displaying and formatting chart data Chapter Filtering report data Report filters defined Query filters and report filters compared Report filter operators Equal To operator Not Equal To operator Different From operator Greater Than operator Greater Than Or Equal To operator Less Than operator Less Than Or Equal To operator Between operator Not Between operator In List operator Not In List operator Is Null operator Is Not Null operator Types of report filter To create, edit and delete standard report filters To select values from a list To create simple report filters Chapter Filtering data with prompts To supply values for prompts To select values from a list

11 Contents Chapter Filtering data using input controls Input controls defined Using input controls with hierarchical data To add an input control To edit an input control To highlight input control dependencies To organize input controls To view the input controls map Using tables and charts as input controls To define a table or chart as an input control To filter data using input controls Chapter Enhancing reports with calculations, formulas and variables Calculations, formulas and variables Working with standard calculations To insert a standard calculation in a table or cross table To remove a standard calculation Working with formulas To enter a formula by typing To build a formula using the Formula Editor Working with variables To create a variable To edit a variable To delete a variable To rename a variable Chapter Drilling on report data Drill defined Scope of analysis To set the scope of analysis Drill paths and hierarchies Setting drill options To set drill options in the BI launch pad To set drill options in Web Intelligence Rich Client Drill options explained Prompt when drill requires additional data option Synchronize drill on report blocks option Hide drill toolbar option Start drill session on existing report option

12 Contents Start drill session on a duplicate report option To switch to drill mode Retrieving more levels of data to the report To drill out of the scope of analysis To choose a drill path when more than one is available To take a drill snapshot Drilling on dimensions in tables and sections Drilling down Drilling up Drilling by Drilling on measures in tables and sections To drill down on a measure value To drill up on a measure value Synchronizing drill across multiple tables and charts Drilling on charts Drilling on dimensions via chart axes Drilling on measures in charts Drilling on axis legends Using filters when you drill To change a filter value on the Drill toolbar To add or remove a drill filter Saving reports with drill filters Refreshing data in a drilled report with prompts Drilling with query drill Query drill defined Chapter Merging data from dimensions and hierarchies Merging defined Merging data providers based on keys Choosing which data to merge Merged dimension example Merging hierarchies Merging different types of object Forcing merged calculations with the ForceMerge function Creating, editing and deleting merged objects To merge details, dimensions, or hierarchies To merge dimensions automatically To edit merged objects To delete merged objects Understanding the effects of merged data Synchronizing data providers with different aggregation levels

13 Contents Attributes and merged dimensions Incompatible objects and merged dimensions Filtering merged dimensions Drilling on merged dimensions Extending the values returned by merged dimensions Chapter Ranking report data Ranking data Rankings and sorts Tied rankings Ranking parameters Example of a ranking Ranking and data order Ranking workflows To create a ranking Ranking examples Chapter Highlighting data using conditional formatting Conditions in conditional formatting To build a conditional formatting rule To set the format displayed by a conditional formatting rule To apply conditional formatting To manage conditional formatting rules Using formulas to create advanced conditional formatting rules Chapter Tracking changes in data Tracking changes in your data Types of data change Data tracking modes Automatic data tracking mode Manual data tracking mode To activate data tracking Displaying changed data To display changed data Configuring the appearance of changed data How changed data is displayed in blocks How changed data is displayed in reports with merged dimensions How changed data is displayed in sections How changed data is displayed in blocks with breaks How changed data is displayed in charts

14 Contents Data tracking restrictions Data tracking and drill Data tracking and Refresh on Open Using the formula language to track changed data The RefValue function The RefValueDate function The RefValueUserResponse function Building formulas using the RefValue function Changed data and the calculation context Chapter Sharing content with other applications Publishing content as web services To publish a report block as a web service To identify duplicate content To publish prompts To define the web service To save and publish a web service Viewing and managing published content To view and manage published content To test published content Importing and converting QaaWS (Query as a Web Service) queries To publish a QaaWS query BI service structure GetReportBlock_blockname Drill_blockname BI Services output parameters Sample BI service return data BI service WSDL definition Chapter Linking to other documents Linking to other documents Cell text defined as a hyperlink A hyperlink associated with a cell A link to another document in the CMS Working with hyperlinks To link to another document from a hyperlink To edit a hyperlink To delete a hyperlink Formatting hyperlink colors Linking report elements in a document

15 Contents Chapter Formatting your reports using Cascading Style Sheets Style sheets explained Using the style in documents Modifying the document default style Modifying and using the standard default style Web Intelligence CSS syntax Elements Properties Units Style and 3.x documents Web Intelligence CSS restrictions Chapter Creating a corporate palette for charts About corporate palettes Corporate palette configuration file syntax To define a corporate palette for charts Chapter Web Intelligence Error Messages Web Intelligence (WIJ) Error Messages You need to use the Formula Editor to create a formula. (Error: WIJ 10000) You cannot create a variable that has the same name as an existing document object. Give the new variable a different name. (Error: WIJ 10001) You cannot position this report component in relation to a block, cell, or section that is positioned relative to this report component. Select a different block, cell or section in the dropdown list or unselect the Relative To option. (WIJ 10500) Web Intelligence requires the Java Runtime Environment (JRE) 1.4.2_01. The currently installed JRE is {0}. Contact your administrator to upgrade to 1.4.2_01 or select the [default VM] entry in the [Java Plug-in Control Panel], if you already have the required version installed. (WIJ 11111) An error occurred while the document was being decoded. Try to open the document in the BI Launch Pad, or contact your administrator for further information. ( WIJ 20000) An unexpected problem occurred when during document refresh and open. The data source has been modified or deleted, or a prompt on the document has no value selected. (WIJ 20001).385 Unexpected error. If you cannot reconnect to the server, close your session and start again. (WIJ 20002) Unable to get the first page of the current report.\ncheck the validity of your report. (ERR WIJ 20003) The current query contains unresolvable objects. The query will be updated (WIJ 20004) The current request has returned corrupted data. Contact your administrator for further information ( WIJ 20005)

16 Contents Unable to contact the application server. Contact your administrator for further information (WIJ 20010) The {0,number} MB report element you want to copy is too large to be exported to an external application.\nthe maximum allowed size is {1,number} MB. (Error: WIJ 30004) Your user profile does not give you access to a document domain to save corporate documents. Save this document as a personal document or contact your administrator (ERR WIJ 40000)..387 The query in this document is empty. Check that the Result Objects pane on the query tab includes objects before running the query (ERR WIJ 30000) At least one query in this document is empty. Check that the Result Objects pane on each query tab includes objects before running the queries (ERR WIJ 30001) Out of memory. Reduce the browser window size or re-launch the report panel. (WIJ 30003)..388 Your user profile does not allow you to save personal or corporate documents. Contact your administrator for further details. (WIJ 40001) Your version of Web Intelligence Rich Client is not up-to-date to connect to this system (ERR WIJ 50003).You must upgrade your Web Intelligence Rich Client by clicking <a href="{0}">here</a> The information sent to the server contains invalid character(s). Use the Undo button to cancel the latest changes to the document and then retry. (Error: WIJ 55555) The session timed out. The document {document_name}.wid has been autosaved in the Favorites\~InteractiveAnalysis folder. Click Restore to retrieve it. (WIJ 60001) The session timed out, but the document could not be autosaved because the following security rights are not assigned (WIJ 60002): {list_of_rights} The document cannot be retrieved due to a server problem (WIJ 77777) The Central Management System is not functioning. Contact your administrator for further information. (WIJ 77779) Your session timed out. Please close the Java interface and log on again. (WIJ 77778) Web Intelligence Desktop (WIO) Error Messages Web Intelligence Desktop cannot log in. (WIO 00001) Cannot open the hyperlink (WIO 00002) There is no more memory available. (WIS 30280) (WIO 30280) Cannot continue because memory is low. Please close documents to free memory. (WIO 30284) Web Intelligence Server (WIS) Error Messages The query in this document is empty. (WIS 30000) At least one query in the document is empty. (WIS 30001) Your security profile does not include permission to edit queries. (WIS 30251) Your security profile does not include permission to edit documents. (WIS 30252) Your security profile does not include permission to refresh documents. (WIS 30253) Your security profile does not include permission to refresh lists of values. (WIS 30254) Your security profile does not include permission to use lists of values. (WIS 30255) Your security profile does not include permission to view the script generated by the query. (WIS 30256) Your security profile does not include permission to use the formula language. (WIS 30257)

17 Contents Your security profile does not include permission to perform drill analysis. (WIS 30258) Your security profile does not include permission to extend the scope of analysis. (WIS 30259) An internal error occurred while calling the {api_name} API. (WIS 30270) The document is too large to be processed by the server. (WIS 30271) The document is too large to be processed by the server. (WIS 30272) The query or report could not be generated.(wis 30351) A query with this name already exists. (WIS 30371) The Web Intelligence server memory is full. Log off and try to connect later. If the problem persists, contact your administrator. (Error: ERR_WIS_30280) (WIS 30280) The Web Intelligence server is busy. Save any pending change and try again later. If the problem persists, contact your administrator. (Error: ERR_WIS_30284) (WIS 30284) The Web Intelligence server is running out of memory, your document has been closed. If the problem persists, contact your administrator. (Error: ERR_WIS_30285) (WIS 30285) You cannot edit this document because the query property option "Allow other users to edit the query" was not enabled when the document was created. (WIS 30381) An internal error has been generated by the WIQT. (WIS 30551) Your WIQT session has reached timeout. Log out and log in again to the BI launch pad. (WIS 30553) No more WIQT servers are available. The maximum number of concurrent users is already logged in. (WIS 30554) Your security profile does not include permission to save documents as corporate documents or to send documents using the BI launch pad. (WIS 30555) A corporate document with this name already exists. Your security profile does not include permission to delete corporate documents created by other users. (WIS 30556) There is no document with this name in the repository. Specify a different document name. (WIS 30557) Cannot perform the intended action on this document. (WIS 30650) The server failed to load the XML document. (WIS 30751) The XML file for this document cannot be opened. Contact your administrator. (WIS 30752) An error occurred while parsing the XML document. Contact your administrator. (WIS 30753) The Web Intelligence 2.x document could not be migrated. (WIS 30761) This document cannot be migrated. The query and report of the original Web Intelligence 2.x document are not synchronized. Try to refresh and save the original document; then attempt migration again. (WIS 30762) The Web Intelligence 2.x document could not be migrated, because the WIQT module returned an error. Contact your administrator. (WIS 30763) Your user profile does not provide you with access to a document domain to save corporate documents. Save this document as a personal document or contact your administrator. (WIS 40000) Web Intelligence Desktop HTML Interface (WIH) Error Messages The document could not be saved. (WIH 00014)

18 Contents The session timed out. The document {document_name}.wid has been autosaved in the Favorites\~WebIntelligence folder. Click Restore to retrieve it. (WIH 00015) The session timed out, but the document could not be autosaved because the following security rights are not assigned (WIH 00016): {list_of_rights} ReportEngine Web Intelligence (RWI) Error Messages RWI RWI RWI RWI RWI RWI Custom Data Source (CDS) Framework Error Messages Custom Data Source User Interface Framework error messages Web Services Custom Data Source Plugin error messages Custom Data Source Framework error messages Appendix A More Information Index

19 About this users guide About this users guide This user guide describes the Web Intelligence Rich Client application. The Web Intelligence Java and HTML applications are described in the SAP BusinessObjects Web Intelligence Users Guide. 19

20 About this users guide 20

21 About Web Intelligence About Web Intelligence You perform data analysis with SAP BusinessObjects Web Intelligence by creating reports based on data you want to analyze, or by opening pre-existing documents. Depending on your license and security rights, you can then analyze the data in your reports by, for example, filtering, drilling down to reveal more details, merging data from different data sources, displaying data in charts, or adding formulas. Data comes from universes, which organize data from relational or OLAP databases into objects or hierarchies, from personal data providers such as Microsoft Excel or CSV files, from BEx queries based on SAP Info Cubes, from web services, or from Advanced Analysis workspaces. You build data providers to retrieve data from these data sources and you create reports from the data in data providers. You can also connect to the HANA (SAP High-Performance Analytical Appliance) data source to take advantage of the benefits of in-memory computing. You can use the Java or HTML interface of SAP BusinessObjects Web Intelligence to perform data analysis from the BI launch pad. Which interface is launched depends on your Preferences settings in the BI launch pad. You can also use Web Intelligence Rich Client to perform data analysis. Web Intelligence Rich Client allows you to work locally without a connection to a repository. Additional information is available in the SAP BusinessObjects Web Intelligence Rich Client User's Guide. Note: When you have launched the desktop tool once and closed it, the quick start icon is available in the toolbar. This quick start icon allows you to launch the desktop tool rapidly. About the three Web Intelligence interfaces There are three different interfaces available for creating and editing queries, and creating and editing documents, and creating, editing, and refreshing reports: 21

22 About Web Intelligence Table 2-1: The three Web Intelligence interfaces Interface Web Rich Internet Application Web Intelligence Rich Client Description Also referred to as the DHTML interface. You launch this via the BI launch pad. Depending in your rights, you can do the following: Create and edit queries based on 'no data source',.unx, and.unv universes (but not on BEx queries). Create, edit and refresh all types of reports. Note: In 4.0 SP02, it was not possible to create queries. It was only possible to work with documents and reports. Also referred to as the Java applet. You launch this via the BI launch pad. Depending on your permissions, you can do the following: Create and edit queries based on 'no data source',.unx and.unv universes, BEx queries, Analysis views (Advanced Analysis workspaces), and Text sources. Create, edit and refresh all types of reports. You download and install this via the BI launch pad. Depending on your permissions, you can do the following: Create queries based on 'no data source',.unx and.unv universes, BEx queries, Analysis Views (Advanced Analysis workspaces), and Text sources. Create, edit and refresh all types of reports. 22

23 Application structure Application structure The application has the following components: Component Description The main toolbar You use the main toolbar to open, save and print documents, track data changes and display the report outline. The main toolbar appears in the File tab when the application is in Design mode. Toolboxes You work with data providers and perform report design and analysis tasks using the toolboxes. Toolboxes appear at the top of the application in Data and Design mode only. In Data mode, only those toolboxes related to working with data providers are active. 23

24 Application structure Component Description The Left Panel groups several panes that provide different views of the current document. Refer to the table below to see which panes are available in the different modes. The Document Summary provides an overview of the document properties. The Available Objects pane lists the data providers and objects available for inclusion in reports. Note: The Web interface (DHTML mode) does not display formulas in this panel. Left Panel The Input Controls pane allows you to add and edit input controls applied to the document. User Prompt Input The Document Structure and Filters pane displays the structure of the document in a tree view, and displays filters applied to different report elements. Note: The Web interface (DHTML mode) does not display filters in this pane. If you want to use filters, use the Rich Internet Application (Java applet). (Rich Internet Application mode only) The Navigation Map pane lists all the reports in a document. This pane is the same as the Report Map in HTML mode. (Web mode only) The Report Map pane lists all the reports in a document. This pane is the same as the Navigation Map in Rich Internet Application mode. The Web Services Publisher pane lists the BI Services published from the document. The Data pane appears in Data mode only and allows you to navigate the data providers in a document. File and Properties tabs Report Panel Status Bar The FIle and Properties tabs are available in Design and Data mode only. The File tab contains the main file menu tools. The Properties tab allows you to set View, Document, and Application properties. The "Report Panel" displays the report. The "Status Bar" appears beneath the repory and allows you to perform actions such as activating data tracking or changing the display mode. It can be activated and deactivated in the View menu of the Properties tab. 24

25 Application structure The tabs available in the left panel depend on your choice of interface: Rich Internet Application (the Java applet mode), Web (HTML mode), or Desktop (Web Intelligence Rich Client): Rich Rich Rich Pane RIA Data RIA Design RIA Reading Web Design Web Reading Client Data Client Design Client Reading Document Summary No Yes Yes Yes Yes Yes Yes Navigation Map Yes Yes Report Map Yes Yes Yes Yes Input Controls Yes Yes Yes Yes Yes Yes User Prompt Input Yes Yes Available Objects Yes Yes Yes Document Structure and Filters Yes Yes Yes Web Service Publisher Yes Yes Data pane Yes Yes 25

26 Application structure 26

27 Setting up and using Web Intelligence Rich Client Setting up and using Web Intelligence Rich Client 4.1 Installing the desktop interface To install the desktop interface from the BI launch pad 1. Log into the BI launch pad. 2. Click Preferences. 3. Click Web Intelligence. 4. Click Desktop (installation required) in the Modify section. 5. Click Save and Close. Web Intelligence Rich Client is downloaded to your computer and launched when you launch the application from the BI launch pad. Due to the file size, this process might take a few minutes. Note: If you install Web Intelligence Rich Client from the BI launch pad, the online help system is not installed to your local computer. If you work in Connected mode, Web Intelligence Rich Client displays help pages stored on the server. If you work in Offline or Standalone mode, help pages are not available. Related Topics Connection modes To install Web Intelligence Rich Client from the SAP BusinessObjects Enterprise CD See the SAP BusinessObjects Business Intelligence platform 4.0 Installation Guide for full installation instructions. 27

28 Setting up and using Web Intelligence Rich Client Availability of online help If you install Web Intelligence Rich Client from the BI launch pad, the online help system is not installed to your local computer. This has the following effect on the avaliability of the online help: If you work in Connected mode, Web Intelligence Rich Client displays help pages stored on the server. If you work in Standalone mode, help pages are not diplayed if the BI launch pad is running. If you work in Offline mode, help pages are not available. You can make help available by specifying a local folder or a URL where Web Intelligence Rich Client can access the help To specify the folder or URL for online help 1. Select Options from the main menu to display the "User Preferences" dialog box. 2. Select the General tab. 3. Click Browse next to Help and select a folder. You can also type a URL as the location of the online help Quick Launch button The first time you open and close a.wid document, the quick launch function becomes available. The Quick Launch button is visible in the lower right of the main pane. When you use this button to launch the application, rapidly. 4.2 Connection modes You can use Web Intelligence Rich Client in three connection modes: Connected, Offline, or Standalone. 28

29 Setting up and using Web Intelligence Rich Client About connection security rights and working locally Connection objects have an additional security right called "Download connection locally". When the "Download connection locally" security right is granted to connection objects: Local refresh is performed locally if the middleware is correctly installed and set up. When the security right is denied : No local refresh is executed. The Refresh is delegated to server side. Query creation & modification is possible only for queries not using secured connection. When working with a document from XI4.0 or earlier, save the document and reopen it: the security right will be correctly applied. Note: The administrator must define the security associated with the Connection, e.g. define who can download locally the (sensitive) connection information. This security option has the following effects: No connection information transit to the client side (extra secure mode). Limited Offline mode: It is not possible to refresh locally. In Offline mode: You can open, view and modify a report, but you cannot refresh a report offline, or modify or edit the query. Note: When working with multiple queries in a document: The refresh action works for the non-secured connection(s) only. A warning is displayed when at least one query is using a secured connection Connected mode In Connected mode, you work while connected to a CMS. You can work with documents on the CMS or with local secured or unsecured documents. According to your security rights in the CMS, you can do the following: import documents from the CMS import universes from the CMS open local documents create documents edit documents refresh documents save documents locally export documents to the CMS 29

30 Setting up and using Web Intelligence Rich Client Security in Connected mode When you work with documents in Connected mode, the security rights of your user account are applied by the CMS. Connecting to the CMS in Connected mode There are two ways of launching Web Intelligence Rich Client, and each connects to the CMS differently: When you launch from the BI launch pad, Web Intelligence Rich Client connects to the CMS within the same BI launch pad session, so no login is required. Communication with the CMS goes through HTTP to an application server, which reroutes the calls to the CMS and repository. No local middleware is required. When you launch locally, by logging in to Web Intelligence Rich Client through the Windows Start menu or by double-clicking WID document, Web Intelligence Rich Client connects to the CMS in client-server mode using the OCA/CORBA framework of the Enterprise SDK. You need the appropriate database middleware on your local machine. Note: In order to connect to an Essbase OLAP data source from SAP BusinessObjects OLAP products including universe design tool, Web Intelligence Rich Client and Web Intelligence, ensure that Essbase Client middleware is properly installed and configured on machines hosting those SAP BusinessObjects OLAP products. Specifically, ensure that Essbase Client environment variables ARBORPATH and ESSBASEPATH are created and set as Windows system environment variables (as opposed to Windows user environment variables). Related Topics To work in Connected mode locally To work in Connected mode from the BI launch pad To work in Connected mode from the BI launch pad In Connected mode, security is handled by the CMS. You work with reports as you do when working in the BI launch pad. You do not need database middleware on your local machine when you launch in Connected mode from the BI launch pad. 1. Log into the BI launch pad. 2. Click Preferences at the top of the BI portal to display the "Preferences" dialog box. 3. Select "Web Intelligence" in the dialog box. 4. In the Modify section, select Desktop. 5. Click Save and Close. 6. Click the Documents tab. 7. Right-click a document and select Modify. Web Intelligence Rich Client is launched on your computer in Connected mode. If it is not yet installed on your computer, it is installed from the BI launch pad. 30

31 Setting up and using Web Intelligence Rich Client If Web Intelligence Rich Client was already running on your computer, launching from the BI launch pad opens a new instance of the application. The document is not opened in the application instance that was already open. Related Topics Connection modes To work in Connected mode locally To launch the desktop interface in Connected mode locally, the desktop interface must be installed on your computer. You must have already connected at least once to the CMS you want to work with using the desktop interface from the BI launch pad. You need to have the middleware required to connect to the CMS installed on your computer. In Connected mode, security is handled by the CMS. You work with reports in the desktop interface as you do from with the BI launch pad. 1. Launch the desktop interface. 2. Click Web Intelligence > Login as An icon shows what kind of connection was used for the last connection with the CMS: An icon of a desktop computer means the desktop interface last connected to this CMS in client-server mode (local launch from the client computer). The name of the CMS is the server name. An icon of a globe means the desktop interface last connected to this CMS in HTTP mode from the BI launch pad. The name of the CMS is the full name of the connected cluster. 3. Enter a valid user name and password. 4. Select an authentication mode from the list. Do not choose Standalone if you want to work in Connected mode. When you choose Standalone authentication you work in Standalone mode, with no CMS connection. 5. Make sure the Use in Offline Mode option is not selected. 6. Click Log In. The desktop interface is launched in Connected mode. If the desktop interface was already running on your computer, launching it again opens a new instance of the application. Related Topics Connection modes 31

32 Setting up and using Web Intelligence Rich Client Offline mode In Offline mode, you are not connected to a CMS but CMS security still applies. You can work with local documents and universes that are secured by the CMS you select at login, or with unsecured local documents and universes. You can do the following: open local documents create documents (requires local universe and local connection server) edit documents refresh documents (requires local universe and local connection server) save documents locally In Offline mode, you cannot import documents from or export documents to a CMS. Security in Offline mode When you connect to a CMS in Connected mode, your security rights in that CMS are downloaded to your computer. Each document and universe downloaded from a CMS contains within it an access control list identifying groups and users that have access rights to the document. In Offline mode, CMS security rights are applied by matching the access rights for the document or universe against the locally stored security file. For example, if a document was downloaded from a CMS to your local machine, and you do not have the right to open the document in the CMS from which it was downloaded, you cannot open the document on your local machine. If the security settings on objects do not allow working in offline mode, those objects cannot be included when the document is used later. Before you can work in Offline mode with documents or universes secured by a CMS, you must first have connected to that CMS at least once in Connected mode. This allows downloading of the CMS security information to your local machine, and the display of the CMS as a choice in the System list on the login page. You can then log in in Offline mode and work with no CMS connection because the CMS security information is readable from the local file. When working in Offline mode, you must have the appropriate universes and database middleware installed on your machine to be able to create or refresh documents. If you do not, you can still open, edit, and save documents locally as long as you have the appropriate security rights. The security information for a CMS is stored in a local security information file with the LSI extension. One computer can store LSI files for multiple CMSs To work in Offline mode You must have already connected at least once to the CMS from which the document you want to work was exported, by launching the desktop interface from within the BI launch pad and opening the document in it. 32

33 Setting up and using Web Intelligence Rich Client 1. Launch the desktop interface. 2. Select Open on the menu and select a document exported from the CMS whose security details are stored on your local machine. The "User Identification" dialog box appears. 3. Select the CMS from the System list. 4. Type your username and password. 5. Select the authentification method from the Authentification list. 6. Select Use in Offline mode. 7. Click Log On To select default folders for local documents and universes You can select a folder where local documents and universes are stored by default on your local machine. 1. In Design mode, click Application in the Properties tab. 2. Select the General tab. 3. Click Browse next to User documents and select the folder for documents. 4. Click Browse next to Universes and select the folder for universes Standalone mode In Standalone mode, you are not connected to a CMS and no security is enforced. You can work with local, unsecured documents and universes only. You can do the following: open documents create documents edit documents refresh documents save documents locally You cannot import documents from or export documents to a CMS. The middleware required to create and refresh local, unsecured documents with local, unsecured universes must be installed on the computer on which you run Web Intelligence Rich Client. 33

34 Setting up and using Web Intelligence Rich Client To work in Standalone mode Any middleware required to work with unsecured documents and universes must be installed on your computer. 1. Launch the desktop interface. 2. Select Open from the menu, navigate to and double-click the Web Intelligence (WID) document you want to open in Standalone mode. 3. In the User Identification dialog box that appears, select Standalone from the Authentification list Defining the Proxy Settings You define the proxy settings when you use an internet proxy server to access any URLs or images in your reports. You do not need to define these settings for images that are embedded in a report. Check the settings on your internet browser to obtain the information required to define your proxy settings. To define the proxy settings, perform the steps below: 1. In the "User Preferences" dialog, click the "Proxy" tab. 2. Define your "Http Proxy Host". 3. Define the "Http Proxy Port". 4. Define your "Https Host and Port Settings", or select Same as Http Proxy. 5. Click OK to save the settings and close the dialog. 4.3 Setting the interface and document locales Locales determine the appearance of the application interface (for example, menu items and button text) and data (for example, date and number formatting). There are three locales: Locale Product Locale Document Locale Description The locale of the Web Intelligence interface The locale of the data currently contained in the document 34