Integration Option for Microsoft SharePoint Software Getting Started Guide SAP BusinessObjects 4.0 Support Package 4

Integration Option for Microsoft SharePoint Software Getting Started Guide SAP BusinessObjects 4.0 Support Package 4

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.

Contents Chapter 1 1.1 1.2 1.2.1 1.3 Introduction to the Integration Option for Microsoft SharePoint...7 What is the Integration Option for Microsoft SharePoint Software?...7 What Does This Guide Contain?...8 History of this Document...8 Who Should Use This Guide?...8 Chapter 2 The SAP BusinessObjects Site Definition Template...11 Chapter 3 Overview of Product Capabilities...15 Chapter 4 4.1 4.2 4.3 4.4 Planning Your Installation...17 Installation Overview...17 Prerequisites for Installing the Integration Option...18 System Requirements...19 Running a Silent Installation...19 Chapter 5 Logging in to the Integration Option for Microsoft SharePoint Software...21 Chapter 6 Logging off from the Business Intelligence Platform Content...23 Chapter 7 7.1 7.2 7.2.1 7.2.2 7.2.3 7.2.4 7.2.5 7.2.6 7.2.7 7.2.8 The Web Parts...25 Overview...25 Web Parts in the Integration Option for Microsoft SharePoint software...25 IOMS-Advertisement Web Part...26 IOMS-Content Explorer Web Part...26 IOMS-Crystal Report Viewer Web Part...30 IOMS-Analytical Report Viewer Web Part...31 IOMS-Document Viewer Web Part...31 IOMS-Xcelsius Viewer Web Part...31 IOMS-Display Search Results Web Part...32 IOMS-Recently Viewed Web Part...34 3

Contents 7.2.9 IOMS-Recent Searches Web Part...35 Chapter 8 8.1 8.2 Understanding Breadcrumb Behavior...37 Breadcrumb Behavior on Site Pages Having IOMS-Content Explorer...38 The Global Breadcrumb in SharePoint 2010...40 Chapter 9 9.1 9.2 9.3 9.3.1 9.3.2 9.3.3 9.3.4 9.4 9.4.1 9.4.2 9.5 Setting Preferences...43 Overview...43 Setting the General Preferences...43 Setting the Web Intelligence Preferences...44 Selecting a Default View Format...45 Setting the Drill Options...45 Selecting a Formatting Locale for Web Intelligence Documents...47 Selecting an MS Excel Format for the Document...48 Setting the Crystal Reports Preferences...48 Selecting a Crystal Report Viewer...49 Crystal Report Viewers...50 Changing Your Password...53 Chapter 10 10.1 10.1.1 10.2 Setting Web Part Properties...55 IOMS-Content Explorer Web Part Properties...55 Setting the Start Folder Property...57 IOMS-Display Search Results Web Part Properties...58 Chapter 11 11.1 11.2 11.3 11.3.1 11.3.2 11.3.3 11.3.4 11.3.5 11.3.6 11.3.7 11.3.8 11.4 11.5 11.5.1 11.5.2 Working with Objects...59 Understanding Objects...59 Accessing Objects by Their Type...60 Organizing Objects...60 Creating a Folder or a Category...61 Editing the Properties of an Object...61 Sorting Objects...61 Deleting an Object...62 Copying an Object...62 Moving an Object...63 Creating a Shortcut to an Object...64 Assigning a Category to an Object...64 Setting Object Properties...65 Creating Objects...65 Creating Hyperlinks...66 Creating Publications...67 4

Contents 11.5.3 11.5.4 11.6 11.6.1 11.7 11.7.1 11.7.2 11.7.3 11.7.4 11.7.5 11.7.6 11.7.7 11.7.8 11.7.9 11.7.10 11.7.11 11.7.12 11.7.13 11.7.14 11.7.15 11.7.16 11.7.17 11.7.18 11.7.19 11.8 11.9 11.10 11.11 Creating Folders...68 Creating Web Intelligence Documents...68 Adding Objects...69 Adding Local Documents...70 Scheduling Objects...70 Scheduling an object...71 Setting the Instance Title...72 Selecting a Recurrence Pattern...72 Scheduling an Object with Database Logon Information...73 Available Instance Formats...74 Specifying an Instance Destination...80 Applying a Record Selection Formula...85 Specifying Print Settings for a Crystal Report...86 Scheduling an Object with Events...86 Specifying the Settings of the Scheduling Server Group...87 Scheduling an Object with Parameters...88 Selecting a Cache Format for Web Intelligence Documents...89 Viewing the History of an Object...89 Viewing the Latest Instance of an Object...90 Pausing and Resuming an Instance...91 Object Packages...92 Rescheduling an Instance...93 Replacing an Instance...93 Deleting an Instance...94 Sending Objects or Instances...94 Retrieving the Link to an object...95 Discussing Objects...96 Sticking Reports...97 Appendix A More Information...99 Index 101 5

Contents 6

Introduction to the Integration Option for Microsoft SharePoint Introduction to the Integration Option for Microsoft SharePoint 1.1 What is the Integration Option for Microsoft SharePoint Software? The integration option for Microsoft SharePoint software provides state-of-the-art integration of Business Intelligence content with Microsoft SharePoint portal. This software runs in your Web Browser and allows you to access the SAP BusinessObjects BI Platform content through the Microsoft SharePoint environment. The main objective of this software is to eliminate the need for a separate platform or portal for accessing Business Intelligence data, for users of Microsoft SharePoint. The software accomplishes the above objective in the following ways: It provides you with an out-of-the-box site template having the look,feel and behavior similar to that of Microsoft SharePoint. After deploying the software on your system, if you have the administrative rights, you can readily use this template to create a dedicated site for accessing the SAP BusinessObjects Business Intelligence(BI) platform content from within the Microsoft SharePoint environment. It gives you access to a Web Part gallery consisting of modular units of functionality called Web Parts. As a user holding administrative rights, you can configure these SAP BusinessObjects Web Parts to any site created within Microsoft SharePoint. This way, a SharePoint site can also be enabled for accessing or managing the SAP Businessobjects BI platform content based on the extent of requirements. It provides you with end-to-end capabilities such that you can perform all actions required to interact with the BI platform content conveniently and exhaustively while remaining within the SharePoint environment. The different types of Business Intelligence objects include Crystal Reports documents, Web Intelligence documents, Publications, Xcelsius reports, Advanced Analysis Documents, Portable Data Format documents, Microsoft Excel spreadsheets, Microsoft Word files, program files, object packages and other reports. For more information about SAP BusinessObjects Business Intelligence (BI) Platform, refer to the SAP BusinessObjects Business Intelligence Platform Administrator Guide, which is included with the BI platform. For more information about Crystal Reports, see the Crystal Reports User' Guide, which is included with Crystal Reports. 7

Introduction to the Integration Option for Microsoft SharePoint 1.2 What Does This Guide Contain? This guide contains information about how to use the integration option for Microsoft SharePoint software. It includes: 1. Description of the out-of-the-box SAP BusinessObjects Site Definition template and various Web Parts provided by the integration option for Microsoft SharePoint software. 2. Description of how to access, organize, and work with business intelligence objects using the integration option for Microsoft SharePoint software. 3. Description of general features, capabilities and customization options provided by the software. 1.2.1 History of this Document The following table provides an overview of the recent history of this document: Version Date Description SAP BusinessObjects integration option for Microsoft SharePoint software 4.0, Service Pack 2 3rd August, 2011 First release of this document after XI 3.1 SP4 SAP BusinessObjects integration option for Microsoft SharePoint software 4.0, Feature Pack 3 16th March, 2012 New browser versions are supported in this release of the software. You find this information in the following topic: Logging in to the Integration Option for Microsoft SharePoint Software BI workspace and Information Space are supported for viewing in this release of the software: Understanding Objects 1.3 Who Should Use This Guide? 8

Introduction to the Integration Option for Microsoft SharePoint This guide is intended for enterprise professionals who work with business intelligence (BI) objects by using the integrated web parts of the integration option for Microsoft SharePoint software. 9

Introduction to the Integration Option for Microsoft SharePoint 10

The SAP BusinessObjects Site Definition Template The SAP BusinessObjects Site Definition Template The integration option for Microsoft SharePoint software provides an out-of-the-box site template named as SAP BusinessObjects Site Definition. Your administrator can readily use this template to create a dedicated BusinessObjects site for you without needing to perform basic configuration settings since these are already done. The structure and capabilities of this template are such that you can carry out all basic activities required for viewing, managing, and interacting with the BI platform content conveniently from within the SharePoint environment. The site template provides the following Web pages: Home Inbox Report Repository Help User Preferences View Search Results User Actions The first four pages in the above list can be directly accessed through a Quick Launch Menu aligned to the left of the site definition template.the rest of the pages are invoked by performing a specific action. 11

The SAP BusinessObjects Site Definition Template The following table mentions the functionality of each of the above mentioned Web-pages provided to you by the SAP BusinessObjects Site Definition template: Web page provided by template Home Inbox Report Repository Help User Preferences View Search Results User Actions Functionality This is the default landing page that appears after logging onto the site. It displays the product advertisement, your personalized list of reports and helpful units for accessing recently searched or viewed documents. Displays the reports shared with you by other users. Displays all the reports to which you have access. This is the online help page for the integration option for Microsoft SharePoint. You can use this page to access and personalize the BusinessObjects' settings of the site created by the template. You can perform search and view results of your search on this page. It is at times also referred to as the "Site Search" page. On this page, you can carry out all basic actions for interacting with the Business Intelligence content residing in Central Management Server repository. For example: sending files to other users, scheduling an object or viewing object history, setting object properties, discussing the object with other users, uploading a new document, creating hyperlinks, publications, and Web Intelligence documents. Each Web page is essentially made of modular units of information called as Web Parts. The integration option for Microsoft SharePoint software provides nine Web Parts. Out of these, the SAP BusinessObjects Site Definition template provides five essential Web Parts. These are: IOMS-Advertisement Web Part It is a product advertisement that appears on the "Home" page of the site template. IOMS-Recently Viewed Web Part It appears on the "Home" page of the site template and helps you to access your recently viewed documents directly. IOMS-Recent Searches Web Part It appears on the "Home" page of the site template and helps you to access your recently performed searches for faster retrieval of information. IOMS-Content Explorer Web Part It appears as "My Favorites" on the "Home" page, as "Inbox" in the Inbox page and as "Reports Repository" on the "Reports Repository" page of the site template. It is fundamentally for exploring and accessing the BI platform content. IOMS-Display Search Results Web Part 12

The SAP BusinessObjects Site Definition Template It appears on the "View Search Results" page of the site template. It allows you to view and perform various actions on the results of your search. The SAP BusinessObjects Site Definition template also provides a breadcrumb so that you can keep track of your navigation path within the site while browsing. It appears on top section of each Web page. Except the Login and Help page, the breadcrumb shows on all pages. 1. You must not use the Back button of your Web browser to navigate within the sites created using the integration option for Microsoft SharePoint software or on the BI platform. 2. SAP BusinessObjects Site Definition template does not provide the Viewer Web Parts required for viewing various documents. This includes the "Crystal Report Viewer" for Crystal reports, the "Analytical Report Viewer" for Web Intelligence reports, the "Xcelsius Viewer" for Xcelsius reports and the "Document Viewer" for BI workspace, Information Space and pdf. If you have the administrative rights, based on your requirements you can add these Web Parts to your BusinessObjects site by using the Web Part gallery provided by integration option. For information on how to create a site in SharePoint by using the SAP BusinessObjects Site Definition or to configure the Web Parts provided by integration option in a SharePoint site, refer to the SAP BusinessObjects Integration Option for Microsoft SharePoint software Administrator Guide. Related Topics Understanding Breadcrumb Behavior Web Parts in the Integration Option for Microsoft SharePoint software 13

The SAP BusinessObjects Site Definition Template 14

Overview of Product Capabilities Overview of Product Capabilities The integration option software provides you with end-to-end capabilities for interacting with and managing the Business Intelligence content through the SharePoint environment. On a granular level, these capabilities can be listed as follows: Document Navigation You can navigate the BI platform content by using the "IOMS-Content Explorer" Web Part. This Web Part allows you to navigate through the folder hierarchy and access BI reports residing in the Central Management Server repository. If the software administrator has created your site using the "SAP BusinessObjects Site Definition" template, the IOMS-Content Explorer Web Part appears as "My Favorites" (on Home page), "Inbox" (on Inbox page) and "Reports Repository" (on Reports Repository page) in the site. Document Viewing You can view a report by navigating to the folder in which the report is located and clicking the report name. The software displays the selected object in the appropriate viewer Web Part. You can view the following BusinessObjects content types: Web Intelligence documents Crystal reports Xcelsius documents Object Packages Advanced Analysis View documents(earlier known as Voyager) BI workspace Information Space Third party documents such as Microsoft Word, Microsoft Excel, PDF and so on Document Search You can search within the content of objects managed by the Business Intelligence Platform.The search feature provides you with a single point to search for any object, whether it resides in the SharePoint repository or the BOE repository. If the search criteria are met, the search result displays the documents from both the repositories. Content Search also enables you to take advantage of features such as matched word or hit highlighting, suggested searches and search techniques. You can also perform actions, such as viewing, scheduling and so on, that are applicable to the object type that you select from the search results. Scheduling 15

Overview of Product Capabilities Scheduling an object enables you to run it automatically at specified times. Every time the object runs, an instance is created reflecting the data retrieved from the Universe at that point in time. An instance can be called as an occurrence of the report or Object which runs at specified times. By scheduling and viewing instances, you can ensure that the objects display the most up to date information for viewing, printing and distributing. You can also view the history of a scheduled Object which would give you a list of all the instances which exist so far. Preference Management The integration option for Microsoft SharePoint software enables you to set preferences for displaying the BI reports and for viewing different object types. You can determine the language settings for the Web page and the formatting conventions for date, time, and numbers. You can also set the time zone for your Web page. Setting the time zone is very important because activities such as scheduling depends on the time zone that you select. Publishing The publishing feature enables you to make documents such as Crystal reports and Web Intelligence documents, available to all users. You can also publish documents to multiple formats and destinations. In addition, this feature supports customized processing extensions, dynamic recipients and delivery rules. You can tailor the documents for different users or recipients. For example, you can schedule a publication to run at specified intervals and send it to a number of destinations, including the recipients' BusinessObjects Inbox-es and email addresses. Information Sharing You can share reports with other Business users by emailing the report or sending it's Document Link to an FTP, the BI platform Inbox or a file location. Collaboration with other Business Users The integration option also provides you with the feature to discuss a report with other BI users through notes.you can post your thoughts and ideas regarding a report or object, as a note associated with the object. Other Business users can view and reply back to your note, thus participating in a mutual discussion. Related Topics Web Parts in the Integration Option for Microsoft SharePoint software Scheduling Objects Setting Web Part Properties Creating Publications Sending Objects or Instances Discussing Objects 16

Planning Your Installation Planning Your Installation 4.1 Installation Overview Setting up and installing the integration option for Microsoft SharePoint software involves the following activities: Installing the Web Part Package The software includes an installation program that adds the Web Part Package to the SharePoint system. The Web Part Package that is installed with the integration option is a part of the Intelligence Tier in the SAP BusinessObjects Business Intelligence(BI) platform framework. The Web Parts provide you with all capabilities to conveniently access and manage the BOE content through the Central Management server. For more information about the BI platform architecture, see the SAP BusinessObjects Business Intelligence Platform Administrator Guide. Configuring the deployment After installing the software, you can configure additional options that are specific to your deployment. For information about advanced configuration options, see Integration Option for Microsoft SharePoint software Administrator' Guide. After you install the software, no icons or shortcuts are added to the Start menu. The installation program installs the following Web Parts on the SharePoint deployment: IOMS-Content Explorer IOMS-Crystal Report Viewer IOMS-Document Viewer IOMS-Analytical Report Viewer IOMS-Xcelsius Viewer IOMS-Advertisement IOMS-Recently Viewed IOMS-Recent Searches IOMS-Display Search Results These Web Parts are located in the Home Gallery folder in the SharePoint system. 17

Planning Your Installation 4.2 Prerequisites for Installing the Integration Option The integration option for Microsoft SharePoint software is provided both as a full build software and a patch build software. Before installing the full build software or the patch build software, ensure that no higher version of integration option for Microsoft SharePoint software is installed in your machine. If you already have the integration option for Microsoft SharePoint software 4.0 Service Pack 2 installed on your machine, you can upgrade the installation to 4.0 Feature Pack 3 by installing the patch build of the software. While installing the integration option for Microsoft SharePoint software 4.0 Feature Pack 3 patch on integration option for Microsoft SharePoint software 4.0 Service Pack 2, ensure that you do not change the port number of the Microsoft SharePoint software. For example: If the integration option for Microsoft SharePoint software 4.0 Service Pack 2 is installed on the Microsoft SharePoint website at port 80, then the integration option for Microsoft SharePoint software 4.0 Feature Pack 3 patch should be installed on the Microsoft SharePoint website at port 80. Before installing the full build of software, you must ensure that one of the following software applications is installed on the system: Microsoft SharePoint Server 2010 Microsoft SharePoint Foundation 2010 Microsoft Office SharePoint Server 2007 Windows SharePoint Services 3.0 You must also ensure that the following conditions are taken care of: Administrative rights are granted. You are able to access the Microsoft SharePoint site, on which you deploy the integration option for Microsoft SharePoint software. Microsoft.NET 3.5 or higher is installed on the system. There is no suppressed reboot. Suppress reboot is a Windows installer reboot property. It suppresses the reboot prompt that appears at the end of certain third party software installations. Most of the third party software installations require a reboot for a complete installation. It is advisable to reboot your system before you start the installation of integration option for Microsoft SharePoint software. This avoids the supress reboot state error while installing the software. The platform architecture is 64 bit. If the above conditions are not met, and you attempt to install the integration option, you will be prompted with a "Prerequisite check" dialog box indicating the missing softwares or pre-requisites. You need to connect to the BI platform through CMS to be able to work with the integration option. 18

Planning Your Installation Service Packs for Microsoft Office SharePoint Server 2010, Microsoft SharePoint Foundation 2010 and Windows SharePoint Services 3.0 are supported for integration option for Microsoft SharePoint software. 4.3 System Requirements For a list of system requirements, see the Supported Platforms document at http://service.sap.com/bosap-support. For additional information pertaining to the deployment, see the Integration Option for Microsoft SharePoint software Release Notes included with the product distribution. The following table lists the hardware requirements for installing the integration option for Microsoft SharePoint software: Requirement Operating System Processor RAM Minimum disk space Free Space required for installation with all Language Packs For SharePoint server 2007 64 bit operating systems supported Two dual core 2.8 GHz Minimum 3GB ;Recommended 4GB 1.3 GB 1.4 GB For SharePoint Server 2010 Windows 2008 Two dual core 2.8 GHz 8 GB 1.3 GB 1.4 GB The detailed requirements for SAP BusinessObjects BI platform and Microsoft Office SharePoint Server 2010, Microsoft Office SharePoint Foundation 2010, Microsoft Office SharePoint Server 2007 or Windows SharePoint Services 3.0 are not part of this document. For a detailed list of supported Operating systems and hardware requirements, see the SAP BusinessObjects Enterprise XI 4.0 Platform Availability Matrix document. 4.4 Running a Silent Installation A silent installation is one that you run from the command line to install the integration option for Microsoft SharePoint software on any machine in your system. When you run a silent installation, you can: 19

Planning Your Installation Specify all the parameters to be used for the installation at the same time in the command line or using a response file, rather than several at a time on each of the different installation screens. Specify other options that control the prompt level you want for the installation. 20

Logging in to the Integration Option for Microsoft SharePoint Software Logging in to the Integration Option for Microsoft SharePoint Software To use the integration option for Microsoft SharePoint software, one of the following Web browsers must be installed on your machine: Microsoft Internet Explorer, version 7, version 8 and version 9 Mozilla Firefox, version 3.5 and version 4.0 The software supports all browsers and Operating System combinations as the BusinessObjects Business Intelligence (BI) platform except the Safari browser. To log onto the integration option for Microsoft SharePoint, complete the following steps: 1. Open your Web browser. 2. Enter the appropriate URL. You can take the URL from your administrator after he or she has created the BusinessObjects site for you within SharePoint. The "SAP Business Log On" page appears: 3. Enter your login credentials in the User name and Password fields. 4. In the System field, enter the IP address and port of your Central Management Server(CMS) which runs the BI platform. For example, 10.193.4.165:6400. 21

Logging in to the Integration Option for Microsoft SharePoint Software 5. In the Show Settings for Authentication list, select the appropriate authentication type. The following authentication types are supported: Enterprise - Enterprise authentication requires a user name and a password that are recognized by SAP BusinessObjects Business Intelligence(BI) platform. LDAP- LDAP authentication requires a user name and a password that are recognized by an LDAP directory server. Windows AD - Windows AD authentication requires a user name and a password that are recognized by Windows AD. If your administrator has not done any explicit updates to logon page parameters in the Web.config file after installing the software, by default only the System, the User name and the Password appear on "Log On" page. The Authentication field appears on the "Logon" page only when your system administrator has set the value of Boolean variable authenticate.visible as true in the Web.config file that resides in the path <Install dir>\sap BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\Web Content\SharepointApp\InfoViewApp. The default authentication for business users is considered as Enterprise. LDAP, Windows AD and other third-party authentication types require a special setup. If your administrator has configured the CMS name in Web.config, it will appear by default in the System field on the "Logon" page. You can edit this field with a different CMS (IP address and port) based on your requirements. For more information, see the SAP BusinessObjects Business Intelligence Platform Administrator Guide. 6. Click Log On. The "Home" page of the SAP BusinessObjects Site Definition template appears displaying the various embedded Web-parts. As a user holding administrative rights, if you are accessing a SharePoint site and you add a BusinessObjects Web Part to your site, you are redirected to the "Logon" page. Here you need to enter the above mentioned logon parameters to connect to the CMS repository and access the BI content. The software does not permit you to add more than one BusinessObjects Web Part to a SharePoint site page unless you are logged in to the CMS. Once you are connected to the CMS, you can add any number of Web Parts. If Single Sign On (SSO) is configured in your deployment, on accessing the SharePoint site URL, the "Logon" page does not appear. Instead, you are directly routed to the "Home" page of your SAP BusinessObjects site. The SAP BusinessObjects site created by the administrator should be added to the Trusted sites in Internet Explorer. 22

Logging off from the Business Intelligence Platform Content Logging off from the Business Intelligence Platform Content After you finish working with the SAP BusinessObjects Business Intelligence (BI) Platform content, you can end the session by logging off. To log off, click <Your login name> which you see at the top of the page, and select My SAP BusinessObjects Log Off. You are disconnected from the CMS and directed to the "Logon" page. 23

Logging off from the Business Intelligence Platform Content 24

The Web Parts The Web Parts 7.1 Overview A Web Part, is a modular unit of information, enables you to view content in one or more Web pages. It also enables you to modify the content, appearance, and behavior of Web pages, directly from a browser. By using Web Parts, you can customize a SharePoint site by setting properties, store and keep track of documents, view content from many sources, view business data, and share reports of business processes, and so on. You can also use a Web Part to view information contained in existing lists and libraries in the SharePoint site. The Web Parts in the integration option for Microsoft SharePoint software enable you to access, view, organize, and work with Business Intelligence (BI) objects from within your SharePoint system. The "SAP BusinessObjects Site Definition" provides the following Web Parts: IOMS-Content Explorer Web Part IOMS-Advertisement Web Part IOMS-Display Search Results Web Part IOMS-Recently Viewed Web Part IOMS-Recent Searches Web Part IOMS-Document Viewer Web Part IOMS-Xcelsius Viewer Web Part IOMS-Crystal Report Viewer Web Part IOMS-Analytical Report Viewer Web Part 7.2 Web Parts in the Integration Option for Microsoft SharePoint software This section discusses the various web parts provided by the integration option for Microsoft SharePoint software. 25

The Web Parts 7.2.1 IOMS-Advertisement Web Part This Web Part displays the product advertisement. The purpose of this Web Part is to showcase the main highlight and the high level capability of the integration option for Microsoft SharePoint software. "IOMS-Advertisement" is simply a banner consisting of a corporate image with textual information and useful links beside it. This Web Part is an integral part of the SAP BusinessObjects Site Definition template. If you wish to add this SAP BusinessObjects Web Part to any of the SharePoint sites, and if you have the administrative rights, you can do so by accessing the web-part gallery within SharePoint and selecting the IOMS-Advertisement from the gallery. For more information, refer to the SAP BusinessObjects Integration Option for Microsoft SharePoint Administrator Guide. 7.2.2 IOMS-Content Explorer Web Part The IOMS-Content Explorer Web Part enables you to browse the list of documents, navigate to folders and categories, and access the content directly from the server. You can perform various actions on these objects or documents using their context menu or toolbar of IOMS-Content Explorer. This Web Part is mandatory to work with the SAP BusinessObjects BI platform content. The IOMS-Content Explorer Web Part appears as "My Favorites" (on Home page), "Inbox" (on Inbox page) and "Reports Repository" (on Reports Repository page) of the site, if the site has been created using the out-of-the-box (SAP BusinessObjects Site Definition) template. 7.2.2.1 The Toolbar The following table lists the options that are available in the "IOMS-Content Explorer Web Part" toolbar: 26

The Web Parts Option New Upload Actions Show Description This tab provides you with options to create new objects such as a Hyperlink, Publication, Web Intelligence document or Folder using the integration option software. This tab provides you with the option to upload a new file such as a Local Document at any location within the directory structure. This tab allows you to perform various actions such as Organize (Cut, Copy, Paste, Delete, Create ShortCut etc.), Send, View Properties, Assign Categories, Schedule, Discuss an Object file. This tab provides you with two different views for displaying files in the IOMS- Content Explorer. You can toggle between the following views through the menu that appears on clicking this tab: Folder View (default) Category View 7.2.2.2 The Ribbon Menu (in SharePoint 2010) If you are using Microsoft SharePoint 2010 as the platform, the integration option for Microsoft SharePoint software also provides you with a ribbon menu for performing all the actions that you perform using the toolbar of "IOMS-Content Explorer". The ribbon menu appears on top of the page, above the IOMS-Content Explorer Web Part. The toolbar of the IOMS-Content Explorer does not appear on the SharePoint 2010 platform when you are in the SAP BusinessObjects(default) view of the site pages. However, if required you can add it by setting the Web Part "Properties" of IOMS-Content Explorer. The actions that can be perfomed using the ribbon menu are the same as discussed in thethe Toolbar section of this document. 27

The Web Parts The ribbon menu feature is not applicable for Microsoft SharePoint 2007 platform. There, only the toolbar appears in the IOMS-Content Explorer Web Part using which all actions can be performed on the objects. Related Topics The Toolbar IOMS-Content Explorer Web Part Properties 7.2.2.3 The List Panel The list panel is the body of IOMS-Content Explorer beneath the toolbar and displays all the objects in a list format. Each object or report in this list has some properties associated with it that are displayed as specific columns within the IOMS-Content Explorer. These are: Column title in default view of List-panel Type Title Last Run Owner Instances Type Description Indicates The icon image of the document type. The name of the file or document. If the object is a schedulable object, this object will show the timestamp of when it was last run. Displays the owner of the document. The schedulable objects will have instances when they are scheduled or run. This represents the number of times the object was scheduled irrespective of its success or failure. Document type in text format such as PDF, Word etc. The above columns for objects in the "IOMS-Content Explorer" list panel, appear by default when you use the out-of-the-box site template. However, you can customize the "List panel" to suit your requirements, by accessing the Web Part properties of IOMS-Content Explorer as well. The first column from the left within the panel is untitled and consists of a checkbox that appears against each object. This is for selecting the object to perform various actions from the toolbar of IOMS-Content Explorer. Related Topics Setting Web Part Properties 28

The Web Parts 7.2.2.4 Views and Object Organization The integration option provides you with the capability to change views in IOMS-Content Explorer Web Part based on your requirements. The following figure depicts the organization of the objects residing in the CMS repository: The root folder at the topmost level of hierarchy contains all the Business Intelligence content residing in the CMS repository. It has two discreet views: Folder View and Category View. The root appears as All in the breadcrumb. The Folder View contains the following three basic folders by default My Favorites - This consists of your personalized list of objects. Inbox- This contains the objects sent to you by other Business users and your sent or shared objects. Reports Repository - Contains all those objects in the BI repository to which you have access. To add objects to the Reports Repository folder, you need to create sub-folders within the folder. Objects can be added only to a sub-folder of the Reports Repository. The Category View contains the following two categories by default: 29

The Web Parts Personal - Assign this category or its sub-category to objects that contain personal or confidential information. Once you assign the Personal category or its sub-category to a report, it is added to this view. Corporate - Assign a sub-category of this category to objects which contain information that can be accessed publicly by all corporate business users. To associate the Corporate category with an object, you need to create sub-categories. Once you assign a sub-category of the Corporate category to a report, it is added to the Corporate view. The Inbox does not have categories and folders. The Folder View and Category View are mutually discreet and so files belonging to one may or may not exist in the other view. For example, in the above figure, the Obj X and Obj Y in the "Reports Repository" of Folder view have sub-categories of the Corporate category assigned to them. Hence, they also appear in the Category View. However, the Obj Z in "Reports Repository" does not have a category assigned to it and so, it does not appear in the Category View. Related Topics Understanding Objects Organizing Objects Understanding Breadcrumb Behavior Assigning a Category to an Object 7.2.3 IOMS-Crystal Report Viewer Web Part The "IOMS-Crystal Report Viewer" Web Part enables you to view Crystal reports that are available in the SharePoint site. This Web Part includes a viewer and a built-in toolbar that you can use to perform activities such as navigating pages, drilling down on charts and summarized data, selecting parameter values, sticking reports and so on. If your software administrator has configured the IOMS-Crystal Report Viewer Web Part to the site page, then for all Crystal reports that you access, IOMS-Crystal Report Viewer is the primary Web Part and when you click on the report, it opens in the primary Web Part by default. If however, it is not configured, but the "IOMS-Document Viewer " Web Part has been added to the page, then the report opens in IOMS-Document Viewer that is the secondary viewer Web Part for the report. If the secondary Web Part is also not configured, then the documents you select open in a new browser window. In the "IOMS-Crystal Report Viewer ", the documents appear in the Crystal report (.rpt) format. 30

The Web Parts 7.2.4 IOMS-Analytical Report Viewer Web Part The "IOMS-Analytical Report Viewer" enables you to create and view Web Intelligence documents available in your SharePoint environment. This Web Part also enables you to edit these documents. If your software administrator has configured the IOMS-Analytical Report Viewer Web Part to the site page, then all Web Intelligence reports which you click on, open by default in the primary Web Part which is IOMS-Analytical Report Viewer. If, however, it is not configured, then the report opens in the secondary viewer Web Part which is the "IOMS-Document Viewer " provided that it is configured on the page as well. If neither the primary nor secondary Web Parts are available on the page, then the report opens in a new browser window. 7.2.5 IOMS-Document Viewer Web Part The "IOMS-Document Viewer " enables you to view the document types such as BI workspace, Information Space, and Adobe Portable Document Format (PDF). If this Web Part is not configured as the primary Web Part on the site page by the administrator, then the documents you select open in a new window. When you select a document, the Web Part uses the default viewer that is appropriate for the document type to display it. For example, when you open a PDF file, the Acrobat Reader launches in the "IOMS-Document Viewer " Web Part. The "IOMS-Document Viewer " also displays the content of Web Intelligence, Crystal Report and Xcelsius documents when the respective viewers of these document types are not configured on the web page. It behaves as the secondary Viewer Web Part for these documents. For example, if the user clicks a Web Intelligence Report on a site page that does not have the "IOMS-Analytical Report Viewer" (primary Viewer Web Part) configured on it, the report opens in the "IOMS-Document Viewer " Web Part in which he/she can view the report content. The objects such as Microsoft Word, Microsoft Excel, and Microsoft PowerPoint do not have a default viewer web part. Hence, these objects open in a new window. 7.2.6 IOMS-Xcelsius Viewer Web Part 31

The Web Parts The "IOMS-Xcelsius Viewer " Web Part enables you to view Xcelsius documents that are available in your SharePoint environment. If your software administrator has configured the IOMS-Xcelsius Report Viewer Web Part to the site page, then all Xcelsius reports which you click on, open by default in the primary Web Part which is IOMS-Xcelsius Viewer. If however, it is not configured, then the report opens in the secondary viewer Web Part which is the "IOMS-Document Viewer " provided that it is configured on the page as well. If neither the primary nor secondary Web Parts are available on the page, then the report opens in a new browser window. 7.2.7 IOMS-Display Search Results Web Part The integration option provides you the capability to search for documents and reports. This facilitates the process of accessing a specific report or data that you are looking for in the CMS repository. The "IOMS-Display Search Results" Web Part appears on the search results page to which you are routed whenever you perform search using the search section on any page of your site. The search section can be found in the header of the SAP BusinessObjects site which appears across the pages. It consists of: 1. <A Scope Selector> This is a drop down field for defining the scope of your search. It shows two options: This site: This is the default setting and is chosen if you do not modify the scope. All sites: Search happens across all the sites to which you access within SharePoint, such that both the BI platform repository and SharePoint content are accessed. 2. <Search text box > For entering the keyword of your search or your query term. 3. The <Search button > This button shows a search symbol. When you press this button, you are routed to the search results page where the results are displayed based on the query term. The "Search" section on the search results page appears in the body of the page and not in the site header as in the case of all other pages of the site template. The behavior of the IOMS-Search Web Part can be categorized into the following scenarios: 1. When your site is created using the SAP BusinessObjects Site definition template and the <search scope> is limited to This site When you carry out search on any Web page of the site, you are routed to the search results page by default. The query string you submitted in the search section hits the server, and the 32

The Web Parts "IOMS-Display Search Results" Web Part loads to display all the search results while your query term also shows in the search section of this page. When you re-submit your search criteria without changing the search scope, the search results page is refreshed to show you the new set of results. The search results display the reports retrieved from the CMS repository of the BI platform and also the SharePoint metadata based on your query term. The BI data reports show up in the IOMS-Display Search Results Web Part and the SharePoint data shows up in the Microsoft Search Core Results Web Part. 2. When your site is a combination of SharePoint Web Parts and BusinessObjects Web Parts or the Search scope chosen is All sites Your administrator could have configured the BusinessObjects Web Parts to a SharePoint site or configured SharePoint Web Parts such as a document library etc. to the SAP BusinessObjects Site Definition template. In the above case, or when you have selected the Search scope as All sites in any site, the behavior is as follows: Search happens across all the SharePoint sites to which you have access, such that both the BI platform repository and SharePoint content are accessed, before returning the search results. The BusinessObjects search results are displayed along with the SharePoint results on the search results page. The BI data reports are displayed in the IOMS-Display Search Results Web Part and the SharePoint reports are displayed in the Microsoft Search Core Results Web Part below the former. The BusinessObjects content search results in both the above scenarios have certain typical characteristics which are explained in the next section of this document.the SharePoint search results that are displayed in "Search Core Results" Web Part have a different set of features that are as provided by the Microsoft SharePoint platform. 7.2.7.1 Features of Search Results in "IOMS-Display Search Results" Web Part On performing search in an SAP BusinessObjects site within SharePoint, the search engine of integration option for Microsoft SharePoint returns the results retrieved from the BI platform repository. These search results are displayed in the "IOMS-Display Search Results" Web Part and are characterized by the following features: The results display hit highlighting based on the query term entered by you. So, if for example, your query term includes the word Sales, then all reports in the Search results will have Sales highlighted in yellow. The file path for the search result is displayed against each search result on the site search page that displays the hierarchy of folders starting from the root folder. On clicking the parent folder of any search result or report, the "Report Repository" Page of the site is opened where you can access all the files and folders. 33

The Web Parts The search results are displayed in a paginated manner. The pagination control shall appear at the top of every page in the following format. Page x of n where x is the current page being displayed and n is the total number of pages of results. Shortcut controls for first page, previous page, next page and last page are included. You can jump directly to another page as well. For example, if the results are in form of Page 1 of 10, you can directly enter page 5 in the text field. The "IOMS-Display Search Results" Web Part properties control the number of results to be displayed. When you click the contextual menu of a search result object, the menu options appear listing the actions that you can perform on the object (report). When you click on the report file name in any of the Search results (or click the View in the contextual menu of the file), you observe the following: The report opens in a new browser window. You can open and view the report in the corresponding Viewer Web Part such as the Crystal Report Viewer, Xcelsius viewer, Document Viewer or the Analytical Report Viewer, through the dialogue box in your Web browser. The page of the report containing the first occurrence of the query term opens directly in the Viewer Web Part. For example, suppose you enter the query "XYZ company". The search engine returns a list of results on the search results page. The first result is a Crystal Report (.rpt) file. You click on this file and (assuming the Crystal Report Viewer is configured on your site) the report opens in the viewer Web Part. The search engine knows that an instance of "XYZ company" exists on page 8 of 15 in the report. So, page 8 of the report directly opens by default in the Crystal Report Viewer rather than the first page. The search engine used by the integration option software also makes a Query term suggestion. It is of the following format: Did you mean #suggestion#. When you click the query suggestion, the search phrase shall be resubmitted to the engine and the search results shall be updated. If there are no results for the search term entered by you, but there are results for the query term suggestion coming from the engine, then the query term suggestion shall be automatically used and the format shall appear as follows Did you mean #suggestion#. Top X of n results shown. Related Topics Setting Web Part Properties 7.2.8 IOMS-Recently Viewed Web Part The integration option for Microsoft SharePoint software also provides with the IOMS-Recently Viewed Web Part that shows a listing of documents that you have viewed most recently from any section of the SAP BusinessObjects site. 34

The Web Parts The purpose of this Web Part is to provide you easy access to the frequently viewed reports, without needing to search for them or to navigate through the entire folder hierarchy for accessing them. By default the IOMS-Recently Viewed Web Part shows up on the upper-right side of the "Home" page of SAP BusinessObjects Site Definition template. Besides, if you have the administrative rights, you can also add this Web Part to a SharePoint site by accessing the Web Part gallery. Each listed item in this Web Part shows the following information: 1. The icon of the document type. 2. The title of the document. 3. The date and timestamp when the document was last viewed. When you click on any document title listed in this Web Part, then based on its type, the document opens in the default or primary viewer Web Part, provided that the viewer is configured on the site page by your administrator. Otherwise, the report opens in the secondary Web Part or a new browser window. 1. If you have not viewed any reports on the SAP BusinessObjects site till date, then this Web Part remains empty and displays a message telling you that there are no items in this view. 2. The number of items listed in this Web Part range from zero to five. If you have viewed more than five documents up to now, then IOMS-Recently Viewed will list the last five documents that you viewed. 3. For more information about configuring or adding an SAP BusinessObjects Web Part to a SharePoint site, refer to the SAP BusinessObjects Integration Option for Microsoft SharePoint Administrator Guide. 7.2.9 IOMS-Recent Searches Web Part The integration option for Microsoft SharePoint software provides with the IOMS-Recent Searches Web Part that shows a listing of the most recent searches you have performed through the SAP BusinessObjects site. The purpose of this Web Part is to provide you quick access to the search results of your recently carried out searches. By default the IOMS-Recent Searches Web Part shows up on the right side of the "Home" page of the SAP BusinessObjects Site Definition template. Besides, if you have the administrative rights, you can also add this Web Part to a SharePoint site by accessing the Web Part gallery. Each listed item in this Web Part shows the following: 1. A search icon 2. The keyword or the query term that you submitted for searching the report 3. The date and timestamp of the most recent search of that particular item When you click on any query term listed in this Web Part, the following actions take place 35

The Web Parts You are routed to the IOMS-Site Search page. The query term gets added to the text box in the search section of page. The query term hits the engine and all corresponding search results are displayed on the page that you can access. You can then view or perform actions on any of the search results based on your requirements. 1. If you have not carried out any searches on the SAP BusinessObjects site till date, then this Web Part remains empty and displays a message telling you that there are no items in this view. 2. The number of items listed in this Web Part range from zero to five. If you have carried out more than five searches up to now, then IOMS-Recent Searches will list the last five searches that you performed. 3. For more information about configuring or adding an SAP BusinessObjects Web Part to a SharePoint site, refer to the SAP BusinessObjects Integration Option for Microsoft SharePoint Administrator Guide. The IOMS-Recently Viewed and IOMS-Recent Searches Web Parts are also referred to as helpful units. Related Topics IOMS-Display Search Results Web Part 36

Understanding Breadcrumb Behavior Understanding Breadcrumb Behavior The integration option for Microsoft SharePoint software provides you with a breadcrumb that appears on top of every page of your BusinessObjects site and displays your navigation path as you browse through the site. The breadcrumb gives you the following advantages: You can keep track of your navigation path and stay aware of where you are within the site, as you browse and perform various actions on files and folders. You can jump to any level in the hierarchy of folders and categories that you access through the IOMS-Content Explorer. For example, you are accessing a report in PizzaHut folder on the Report Repository page for which the breadcrumb displays the navigation path as : <Sitename> -> All -> Report Repository -> Revenues -> California -> LA-> PizzaHut. Suppose you wish to directly move up to the folder Revenues, then you can just click Revenues (that appears as hyperlink on hover) in the breadcrumb and the view will refresh to show you the contents of the Revenues folder in the IOMS-Content Explorer. The behavior of the breadcrumb varies on the different pages of the SAP BusinessObjects Site Definition Template. It can be classified in the following three categories: 1. Behavior in the Web pages having IOMS-Content Explorer Web Part When you click on any file or folder in the List panel of IOMS-Content Explorer, the breadcrumb on top of page is refreshed and displays your navigation path as: <YourSiteName> -> <Folder/Category Hierarchy> For examples on the above based on the folder and Category structure of BI platform content, refer to the sub section of this topic. 2. Behavior in the User Actions Page The User Actions page is invoked whenever you perform any of the following actions on a report or Object: Schedule an object View history of an object Set properties of an object Assign a category to an object Add a new category or folder Send it to FTP or file location or email or the BusinessObjects Inbox In all of the above scenarios, the behavior of the breadcrumb remains the same as in the case of IOMS-Content Explorer, but additionally the name of the file on which you are performing the action and your action also get appended in the navigation path displayed in the breadcrumb. 37

Understanding Breadcrumb Behavior For example, you schedule a report named Profits_Q1.Webi in the Statistics folder within Report Repository of your site named My BusinessObjects. The breadcrumb would show you the path as: My BusinessObjects -> All -> Report Repository -> Statistics -> Profits_Q1-> Schedule 3. Behavior when a user action is performed on a report or object on the search results page When you perform an action on any of the search results, you are routed to the User actions page. The breadcrumb displays the navigation path in the format: <Your site name> -> Search Results -> <file-name> -> <the action> For example, you search for the item: Sales_Q4_2010, and one of the results which are displayed is Sales_2010.WebI. You perform Schedule on this report and get routed to the User actions Page. Name of your site is "My Business portal". The breadcrumb will display: My Business Portal -> Search Results- > Sales_2010 -> Schedule 1. In the examples given above, the platform is assumed to be Microsoft Office SharePoint Server 2010. If however, you are using Microsoft Office SharePoint 2007, then the root of breadcrumb would show as 'Home' which is the home page of SharePoint Web portal, such that the breadcrumb shows the format: Home-> <YourSiteName> -> <Folder/Category Hierarchy> for IOMS-Content Explorer Home-> <YourSiteName> -> <Folder/Category Hierarchy> -> <FileName> -> <Action> for User Actions Web-page Home-> <YourSiteName> -> Search Results -> <File_name> -> <Action> for User Actions Web page when you perform an action over a search result. 2. The integration option provides you with the breadcrumb feature not only within the out-of-the-box site template, but also when you create a site using SharePoint template and add the BusinessObjects Web Parts to it. For information on adding and configuring the BusinessObjects Web Parts to a SharePoint site, refer to the SAP BusinessObjects Integration Option for Microsoft SharePoint software Administrator Guide. 8.1 Breadcrumb Behavior on Site Pages Having IOMS-Content Explorer The following table explains the breadcrumb behavior for the Folder View of IOMS-Content-Explorer as displayed on the SAP BusinessObjects site. 38

Understanding Breadcrumb Behavior Parent or the Root Folder All Child Folder My Favorites Content of Child Folder is displayed directly on "Home" page of out-of-thebox site template Breadcrumb example You click on the folder Profits_FY2010 in "My Favorites" section on "Home" page of your site named "My BusinessSite". The breadcrumb displays your navigation path as: My BusinessSite > All > My Favorites > Profits_FY2010 All Inbox "Inbox" page of out-of-thebox site template You select any file on the "Inbox" page of your site named "My BusinessSite". Since there are no categories or folders in the Inbox, irrespective of the chosen file, the breadcrumb displays: My BusinessSite > All > Inbox All Report Repository "Report Repository" page of out-of-the-box site template You click on the folder Sales_2011_Forecast in IOMS-Content explorer on the "Reports Repository" page of your site named "My BusinessSite". The breadcrumb displays: My BusinessSite > All > Report Repository > Sales_2011_Forecast The following table explains the breadcrumb behavior for the Category View of IOMS-Content Explorer as displayed on the SAP BusinessObjects site. 39

Understanding Breadcrumb Behavior Parent or the Root Category Child Category Content of Child Category is displayed directly on Breadcrumb example All Person al "Home" page ("My Favorites" section) of the out-of-the-box site template You click on the category My Data in IOMS-Content explorer on "Home" page of your site named "My BusinessSite". The breadcrumb displays: My BusinessSite > All > Personal Category> My data All Corpo rate "Report Repository" page of the out-of-the-box site template You click on the category Sales_2011_Forecast in IOMS-Content explorer on the "Reports Repository "page of your site named "My BusinessSite". The breadcrumb displays: My BusinessSite > All > Corporate Category > Sales_2011_Forecast You can jump to any level in the file directory from your current view, with the help of breadcrumb. The breadcrumb behavior in case of the Folder View of file organization is of the format:(yoursitename) > Root Folder(All) > Child Folder > (Subfolders displayed in their hierarchy) The breadcrumb behavior in case of Category View of file organisation is of the format: (YourSiteName) > Root Category(All) > Corporate Category / Personal Category > Child Category > (Subcategory displayed in their hierarchy) When you click the All link of breadcrumb in the "Folder View" of IOMS-Content Explorer, the software gives you access to all the three folders: Inbox, My Favorites and Reports Repository. Similarly, when you click the All link of the breadcrumb in the "Category View" of IOMS-Content Explorer, the software gives you access to both the categories: Personal and Corporate. Related Topics IOMS-Content Explorer Web Part Views and Object Organization 8.2 The Global Breadcrumb in SharePoint 2010 40

Understanding Breadcrumb Behavior If you have configured and deployed the integration option on the Microsoft SharePoint 2010 platform, then besides the normal straight line breadcrumb, you also get access to a global breadcrumb on top of your SAP BusinessObjects site that displays your navigation path in a top-down hierarchical manner. The "SAP BusinessObjects"(default) tab of your site page displays a ribbon menu on the top of IOMS-Content Explorer Web Part such that the straight line breadcrumb is suppressed and your navigation path cannot be seen. The global breadcrumb is particularly useful in this scenario. On any site page, you can readily access the global breadcrumb by clicking on the before the tabs of your SAP BusinessObjects site: (icon) that appears The global breadcrumb does not appear when the platform is Microsoft SharePoint 2007. Related Topics The Ribbon Menu (in SharePoint 2010) 41

Understanding Breadcrumb Behavior 42

Setting Preferences Setting Preferences 9.1 Overview The Preferences option enables you to customize the appearance of the main page of the application that is displayed after you log into the integration option for Microsoft SharePoint. This option also enables you to configure the specific settings of the various objects that you view, such as viewers for Crystal reports, and view formats for Web Intelligence documents. We recommend that you set your preferences before you begin to work with objects in the integration option for Microsoft SharePoint. However, depending on the deployment, your Business Intelligence(BI) platform administrator may configure your system to use the predetermined settings. Related Topics Setting the Web Intelligence Preferences Setting the Crystal Reports Preferences 9.2 Setting the General Preferences To set the general preferences, complete the following steps: 1. Log onto the integration option for Microsoft SharePoint. 2. At the top of the page, click<your login name>, and select the My SAP BusinessObjects Settings option from the menu that appears. The "General" section of the "Preferences" page appears in a new window. 43

Setting Preferences 3. In the "Product Locale" area of the "General Preferences" section, select your current language. This setting determines the language that is used by the software. 4. In the "Current Time Zone" area of the "General Preferences" section, select the appropriate time zone. You must configure the time zone before you schedule any objects. The default time zone is local to the Web server that is running the SAP BusinessObjects Business Intelligence (BI) platform, not the Central Management Server (CMS) machine to which each user connects. By setting your time zone properly, you ensure that your scheduled objects are processed in accordance with the time zone in which you are working. 5. In the "Preferred Viewing Locale" area of the "General Preferences" section, select the locale to define the formatting conventions for the date, time, and numbers. 6. Click OK. 9.3 Setting the Web Intelligence Preferences Before you access the Web Intelligence documents through the integration option for Microsoft SharePoint software, you must set the Web Intelligence preferences to suit your query and reporting needs. The following screenshot displays the settings of the Web Intelligence area on the User "Preferences" page of an SAP BusinessObjects site. 44

Setting Preferences You can set the preferences for Web Intelligence documents only if you have the necessary Web Intelligence license. For information about licensing, consult your sales representative. 9.3.1 Selecting a Default View Format Through the preference settings, you can specify the format in which you want Web Intelligence documents to appear in their default view. For this, perform the following steps: 1. Log onto the integration option for Microsoft SharePoint through the "Log on" page of your SAP BusinessObjects site. 2. At the top of the page, click<your login name>, and select the My SAP BusinessObjects Settings option from the menu that appears. You are routed to the preference settings' web page. 3. In the "Select a default view format" area of the Web Intelligence section on the preference settings page, you can select one of the following radio-button options based on your requirements: Rich Internet Application PDF 4. Click OK. 9.3.2 Setting the Drill Options Drilling a report typically involves navigating up and down the levels in the report hierarchy. When selecting data, you can expand or collapse a hierarchy by drilling down or drilling up. For example, you can drill down on data grouped by country to view it grouped by region, or drill up data grouped by city to view it grouped by country. 45

Setting Preferences Before you begin a drill session, you must specify how your Web Intelligence documents must change when you perform a drill operation. To set the drill options, perform the following steps: 1. Log onto the integration option for Microsoft SharePoint. 2. At the top of the page, click<your login name>, and select the My SAP BusinessObjects Settings option from the menu that appears. You are routed to the preference settings' web page. 3. In the "Drill options" area of the Web Intelligence section on the preference settings' web page, select the general options that you want to apply to your drill sessions. You can select any of the following options: Prompt when drill requires additional data - Select this option if you want Web Intelligence to prompt you whenever a drill action requires a new query to fetch more data from the data source. For example, when you drill the results that are displayed in a Web Intelligence document, you may want to drill to a higher level or a lower level of information that is not included in the scope of analysis. In such a scenario, Web Intelligence needs to run a new query to retrieve additional data from the data source. You can set the drill option in such a way that you are prompted with an alert whenever a new query is required. The application prompts you to specify whether you want to run the additional query. The prompt may also allow you to apply filters on the extra dimensions that you want to include in the new query. You can use these filters to restrict the scope of the query to fetch the data that is necessary for your analysis. You need the administrative privileges to apply filters during a drill session. Synchronize drill on report blocks - Select this option if you want Web Intelligence to synchronize drilling on all report blocks. When you enable this preference setting for Web Intelligence, then if you drill a given block in the report, all blocks in the reports will be drilled simultaneously to the same level. For example, you want that a drill from California to Los Angeles carried out on a block of Sales.webI report, brings all blocks in the report to the same level. For this, you just need to enable drill synchronization through this preference setting. Each table, chart, or free-standing cell in a report represents a specific block of data. Hide Report Filter toolbar on start - Select this option if you want Web Intelligence to hide the report filter toolbar when you switch to the drill mode. When you start the drill mode, by default, the report filter toolbar automatically appears at the top of the drilled report. The toolbar displays the values on which the report is drilled. These values filter the results that are displayed in the drilled report. For example, if you drill on the report for the year 2001, the results are displayed for Q1, Q2, Q3, and Q4 of the year 2001. This means that the quarterly values that you drilled to are filtered by 46

Setting Preferences the value 2001. The Report Filter displays 2001 which is the value that was used to drill the report. The Report Filter toolbar also enables you to select other values to filter the results differently. For example, if you use the Report Filter toolbar to select 2002, the results are displayed for Q1, Q2, Q3, and Q4 of for the year 2002. If the drilled report includes dimensions from multiple queries, then a tooltip appears when you rest your cursor on the value that is displayed on the filter. The tooltip displays the name of the query and the dimension for the value. You can choose to hide the Report Filter toolbar when you start drill mode. This is useful if you do not want to select filters during the drill operation. For more business examples of drill options and detailed understanding of drill on Web Intelligence reports, refer to the SAP BusinessObjects Web Intelligence User Guide. 4. In the "Start drill session" area of the Web Intelligence section, select the option that you want to apply to the drill sessions. You can select any of the following options: On duplicate report - Select this option to retain a copy of the original document. This enables you to compare the drilled results with the data in the original document. Web Intelligence creates a duplicate of the original report. When you end the drill mode, both the original report and the drilled report are available for you to view. On existing report - Select this option to view the results of the drill operation on the original report. After the drill operation is complete, the report displays the drilled values. If no settings are explicitly done, then by default the drill happens on current or original report. 5. Click OK. 9.3.3 Selecting a Formatting Locale for Web Intelligence Documents To select a formatting locale for Web Intelligence documents, perform the following steps: 1. Log onto the integration option for Microsoft SharePoint through the "Log on" page of your SAP BusinessObjects site. 2. At the top of the page, click<your login name>, and select the My SAP BusinessObjects Settings option from the menu that appears. You are routed to the preference settings' web page. 47

Setting Preferences 3. In the "When viewing a document" area of the Web Intelligence section, select the locale you want to use. The locale that you select determines the format in which the date, time, and numbers are displayed in the Web Intelligence documents. You can select any of the following options: Use the document locale to format the data - Select this option to retain the locale that you used to format the data while creating the document. Use my Preferred Viewing Locale to format the data - Select this option to format the data with the locale that you selected in the "General Preferences" section of the "Preferences" page. 4. Click OK. 9.3.4 Selecting an MS Excel Format for the Document When you schedule or export documents to MS Excel format, you can specify how the data must appear in the instances of the Web Intelligence documents. To select an MS Excel format, perform the following steps: 1. Log onto the integration option for Microsoft SharePoint through the "Log on" page of your SAP BusinessObjects site. 2. At the top of the page, click<your login name>, and select the My SAP BusinessObjects Settings option from the menu that appears. You are routed to the preference settings' web page. 3. Click the Web Intelligence section. 4. In the "Select the priority option for saving a MS Excel:" area of the Web Intelligence section on the preference settings' page, select the option that suits your requirements: Prioritize the format of reports - Select this option to view the data in a format that is similar to viewing the report in Web Intelligence. Prioritize easy data processing in Excel - Select this option to view the data in a text format. 5. Click OK. 9.4 Setting the Crystal Reports Preferences Before you start working with Crystal reports through the integration option software, you must set the Crystal Reports preferences to suit your reporting needs. 48

Setting Preferences 9.4.1 Selecting a Crystal Report Viewer To select a Crystal report viewer, complete the following steps: 1. Log on to your SAP BusinessObjects site. 2. At the top of the page, click<your login name>, and select the My SAP BusinessObjects Settings option from the menu that appears. You are routed to the preference settings' web page. 3. Click the Crystal Reports section. 4. In the "Select a default view format" area of the Crystal Reports section, select the format in which you want to view the Crystal reports. You can select any of the following options: Web - The Web viewer does not require you to download any application. It can work without Java or ActiveX. a. If you select Web as the view format, you must also select the printing option in the "Select printing control (for Web):" area of the Crystal Reports section. You can select any of the following print options: PDF - If you select this option, the viewer exports the report to PDF format. You can then print the report. We recommend that you select the PDF option to include the Flash objects in the printed copy of the report. ActiveX one click printing - If you select ActiveX one-click printing, then you can print the report directly from the Crystal report viewer. The ActiveX option requires the installation of the ActiveX component. b. In the "Select a rendering resolution" area of the Crystal Reports section, specify the appropriate resolution. You can select any of the following options: 96 DPI 120 DPI Web ActiveX - The ActiveX viewer is enabled if you use a version of Microsoft Internet Explorer that supports ActiveX controls. Web Java - The Java viewer is designed for Web browsers that support the Java Virtual Machine. 5. In the "Select a default measuring unit:" area of the Crystal Reports section, select the appropriate paper size for printing the Crystal reports. The size that you select is used as the default unit when you schedule a Crystal report. The following options are supported: Inches Millimeters 49

Setting Preferences 6. You also see a checkbox field Show SAP Variable Technical Name(SAP Crystal Reports 2011 only) in the Crystal Reports section. You can select this setting for a report with SAP data sources. If this option is enabled, then during prompting in the report, the technical name of product will be shown for the values available to choose from, instead of it's description. 7. Click Ok to save your settings. 9.4.2 Crystal Report Viewers The Crystal report viewers enable you to view reports, navigate through multiple pages, refresh data, drill down to view details behind charts and summarized data, select parameters, and so on. These viewers also provide powerful printing and exporting capabilities. The online Crystal report viewers support ActiveX, Java, and a no-downloading web alternative. Typically, your SAP BusinessObjects Business Intelligence(BI) platform administrator selects the viewer type that is best suited to your company's needs. However, you can also manually select your preferred viewer type from the Crystal Reports preferences page. For more information, see Setting the Crystal Reports Preferences. Some features of the Crystal report viewers may be disabled by your BI Platform administrator. For more information, contact your BI Platform administrator. 50

Setting Preferences 9.4.2.1 Web ActiveX Viewer The Web ActiveX Viewer enables you to view, refresh, and print your reports, and export them to a variety of formats. You can use the Web ActiveX Viewer with versions of Microsoft Internet Explorer that supports ActiveX controls. However, you must download and install an ActiveX component. In addition to the functions that are provided on the browser's standard toolbar, the Web ActiveX Viewer offers the following extra functions on its custom toolbar: Export report Print report Toggle group tree Go to first page Go to previous page Go to next page Go to last page Go to page Stop loading Refresh Search text Zoom Close current view 9.4.2.2 Web Viewer The Web Viewer enables you to view, refresh, and print your reports, edit parameters, and export reports to a variety of formats. You can access the Web Viewer by using your browser. You do not need to download a plug-in to use Web Viewer. In addition to the functions that are provided on the browser's standard toolbar, the Web Viewer offers the following extra functions in its custom toolbar: Export report Print report Show/Hide parameter panel 51

Setting Preferences Show/Hide group tree Go to first page Go to previous page Go to page Go to next page Go to last page Refresh page Zoom Search for text The Web Viewer is the only Crystal report viewer that enables you to access the Parameter panel. 9.4.2.3 Web Java Viewer The Web Java Viewer enables you to view, refresh, print and export your reports to a variety of formats. You can access the Web Java Viewer by using a Web browser that supports Java Virtual Machine. In addition to the functions that are provided on the browser's standard toolbar, the Web Java Viewer offers the following extra functions in its custom toolbar: Export report Print report Show/Hide group tree Stop Refresh data Go to first page Go to previous page Go to next page Go to last page Current and last page numbers Search for text Magnification factor 52

Setting Preferences When you place the mouse pointer over a button on the custom toolbar, the associated description appears in the bottom left hand side of the browser's status bar. You may experience minor problems when you scroll through reports in the Java viewer. These problems occur because of the implementation of Java Virtual Machine in certain Web browsers. If you experience such problems, click repeatedly on the scroll buttons to scroll. Do not hold down the scroll buttons. 9.5 Changing Your Password You can change the password that you use to log on to the integration option for Microsoft SharePoint. To change your password, complete the following steps: 1. Log on to your SAP BusinessObjects site with the help of CMS credentials. 2. At the top of the page, click <Your logon name>, and select My SAP BusinessObjects Settings. The "Preferences" page appears in a new window. 3. Click the Change Password section. 4. Enter your old password in the Old Password field. 5. Enter your new password in the New Password field. 6. Re-enter the new password in the Confirm New Password field. 7. Click OK. You must use the new password the next time you log on to the software. 53

Setting Preferences 54

Setting Web Part Properties Setting Web Part Properties The integration option for Microsoft SharePoint software provides the capability to set properties of the following Web Parts: IOMS-Content Explorer Web Part IOMS- Display Search Results Web Part By editing Web Part properties, you can customize their behavior based on your choice. 10.1 IOMS-Content Explorer Web Part Properties The integration option for Microsoft SharePoint software provides access to IOMS-Content Explorer Web Part properties.they can be set on each page of an SAP Business Objects site having IOMS-Content Explorer. To access or edit the properties of this Web Part, perform the following steps: 1. Hover the mouse cursor on the right section just above the IOMS-Content Explorer toolbar. A show setting list is displayed. 2. In the show setting list, select the Edit Web Part option. On Microsoft SharePoint 2007 platform, this option shows as Modify Shared Web Part. The "Properties" panel is loaded on the right side of page. Apart from the regular Web Part properties (Appearance,Layout and Advanced) provided by Microsoft SharePoint, the integration option provides another group of properties which can be seen within the section titled "SAP BusinessObjects" in the "Properties" panel. This section contains the following settings Display Columns- Through this, you can define the columns to be displayed in the Content Explorer.You just need to make selections from a group of check-boxes. Document Navigation Preference- This setting is used to control the presence or absence of the Show drop-down option which appears in toolbar of IOMS-Content Explorer and allows you to toggle between the folder and category views of the list panel. This preference setting has two radio button options - Show(Select View) and Do not show. Number of Rows per page shown by default- This setting defines the number of rows/ reports to be displayed by the Content Explorer. Specify this parameter if the number of rows displayed in the default view of Content Explorer Web Part do not meet your requirements. 55

Setting Web Part Properties Start Folder- Use this field if you want the content of a particular folder to be directly displayed in the IOMS-Content Explorer list panel once you log on to the site or navigate to that page. This means that other folders and files apart from your chosen folder will not be displayed by default when you navigate to that particular page. For a better understanding, refer to the sub-section of this topic. Show Toolbar- This property appears as a checkbox and appears only when you are using Microsoft SharePoint 2010 as the platform. When you select this checkbox, then besides the ribbon menu which appears on the top of the page, you also get the toolbar of IOMS-Content Explorer Web Part, which means that then you can perform all actions on the reports through the toolbar as well. a. The set of display columns which are actually configured by the software once you apply your selections through the "Properties" panel, would depend on the page or view in which you are located. Other columns, even if selected will be ignored if not applicable to the view. The table below, lists the display columns which apply to each page of the site definition template. View My Favorites Report Repository Inbox Configurable display columns File Description, Instances, Last Run,Owner, Type Description File Description, Instances, Last Run,Owner, Type Description File Description, From, Last Run,Owner, Sent,Type Description b. The Show(Select View) is the default document navigation preference setting and the View Mode drop-down option always shows up in IOMS-Content Explorer toolbar unless toggled through this property. c. Document Navigation Preference property is not applicable for "Inbox". Irrespective of the preference setting which you specify in Properties panel for IOMS-Content Explorer in Inbox page, it will not be picked by the software, as "Inbox" does not have the folder,category toggle option. d. Number of items or rows per page takes the range of one to fifteen. If the number specified by you is out of this range, it is ignored by the software. e. Show Toolbar property does not show up if the platform is Microsoft SharePoint 2007 as there is no ribbon feature in this case and toolbar is default feature of IOMS-Content Explorer Web Part. 3. Apply your selections made to the IOMS-Content Explorer properties of the site page. To apply the settings on the Web Part without exiting from the properties panel, click the Apply button. To apply the settings and close the properties panel click the OK button.this refreshes the page and displays the IOMS-Content Explorer on your particular site page to reflect the new settings. To get back to the page without making any changes to the Content Explorer properties, click the Cancel button. The properties of IOMS-Content Explorer would apply to the particular page on which it is set and would not be common across pages. 56

Setting Web Part Properties So if, for example you have set the display columns and document navigation preference of IOMS-Content Explorer on the Home Page, it would not apply automatically to other pages.these will retain the default settings as per the out-of-the-box site template. Related Topics The Ribbon Menu (in SharePoint 2010) 10.1.1 Setting the Start Folder Property The start folder property is used when you want the content of a particular folder to get displayed directly in the IOMS-Content Explorer Web Part once you log on to the site and navigate to that page. This means that apart from the content of your chosen folder, other files and folders will not be displayed by default when you navigate to that particular page. For example, your My Favorites folder in the CMS has folders organized as,my Favorites->Reports- >Sales->Profits_2010->California and the folder California has numerous reports such as Q1.rpt, Q2.rpt, SanDiegoQ3.WebI, LA_Q4.xls and a few sub-folders as well.you want to access all the content of California on the "Home" page of your site, rather than navigating to the same in the IOMS-Content Explorer. To achieve that, you can specify California as the Start Folder in the IOMS-Content Explorer "Properties" of the "Home" Page. Similarly, you can set an important or frequently-accessed folder as the start folder on any page of your site having the IOMS-Content Explorer Web Part. Even after specifying the start folder for a view, if you want to access the files and folders residing at the upper levels in the file hierarchy, you can do so with the help of the breadcrumb that appears on top of every view of your SAP BusinessObjects site. To set your chosen folder as the start folder, perform the following steps: 1. Retrieve the CUID of the folder. a. In the IOMS-Content Explorer Web Part of any site page, click the context menu of the folder which you want as the start folder for that particular page or view. Select the Properties option in the menu. The "User Actions" Web page opens displaying the properties of the chosen folder. b. One of the folder properties displays the ID,CUID of the folder. Copy this CUID value that you see after the delimiter. 2. Hover the cursor over the top right of the IOMS-Content Explorer and click on the drop-down arrow symbol that appears. Select Edit Web Part option from the menu. The"Properties" panel of IOMS-Content Explorer Web Part opens up on the right side of the page. 3. In the start folder text field of the"properties" panel, paste the CUID that was retrieved in step one,. 4. Click OK. The "Properties" panel is closed and you return to the normal view of the site-page. 57

Setting Web Part Properties The contents of the folder specified as the start folder can now directly be seen whenever you navigate to this particular page of your SAP BusinessObjects site. 10.2 IOMS-Display Search Results Web Part Properties The integration option provides you the capability to access and edit the properties of IOMS-Display Search Results Web Part. You can define the number of search results per page which you want to see on the search results page of your SAP BusinessObjects site. To set the IOMS-Search Web Part properties, perform the following steps: 1. Hover the mouse over the right section just above the IOMS-Display Search Results Web Part on the search results page. A drop-down list is displayed. 2. Click the drop-down list and select the Edit Web Part option. On Microsoft SharePoint 2007 platform, this option is displayed as Modify Shared Web Part. The "Properties" panel is loaded on the right side of page. Apart from the regular Web Part properties (Appearance,Layout and Advanced) provided by Microsoft SharePoint, the integration option provides another group of properties which can be seen within the section titled "SAP BusinessObjects" in the "Properties" panel. You find a text field Number of Results per Page in this section. 3. Based on the number of search results you want to view on one page of the site, enter a value in the Number of Results per Page field. 4. Click OK. 58

Working with Objects Working with Objects 11.1 Understanding Objects The documents and files residing in your SAP BusinessObjects Business Intelligence(BI) Platform repository are referred to as objects. The following table displays all the possible types of objects which reside in the CMS repository and to which the Integration Option software provides access. Object Icon Type Description Program(.exe) Publication Hyperlink Shortcut Xcelsius document Web Intelligence document (.webi) Crystal report (.rpt) Advanced Analysis View document Object Package Rich Text Format (.rtf) Adobe Reader Document (.pdf) Microsoft Word Document (.doc) Microsoft Excel Document (.xls) Microsoft PowerPoint Document (.ppt) Text file (.txt) 59

Working with Objects Object Icon Type Description Agnostic Object (of unknown type) BI workspace Document Information Space Document Advanced Analysis View was earlier called as Voyager. This chapter exhaustively describes all aspects of working with objects including how to access, organize and perform various actions on objects through the integration option for Microsoft SharePoint software. 11.2 Accessing Objects by Their Type When you select a folder or a category in IOMS-Content Explorer, the integration option for Microsoft SharePoint software displays all the objects for which you have the required permissions. For quick or easy access, you can choose to display only objects of a specific type such as Crystal reports, Web Intelligence documents, Excel spreadsheets and so on. For retrieving objects of a specific type or a set of types in any view, perform the following steps: 1. In the list panel of the IOMS-Content Explorer, click the Type or Type Description column title or the drop-down menu which appears next to the title when you hover the mouse over it. All the object types appear in the drop-down menu. The types are displayed as icon images in the Type column and as text in the Type Description. 2. Click the object type which you want to access from the menu. The list panel refreshes to show objects of only the type selected by you. 11.3 Organizing Objects This section describes how to organize objects in folders and categories through the "IOMS-Content Explorer Web Part" of the integration option for Microsoft SharePoint. It also describes how to create folders and categories, set properties of folders and categories, add objects to folders and categories, and how to sort objects. Typically, the Business Intelligence Platform administrator creates the folders and categories that are accessible to all users. However, if you have the required permissions, you can also create folders and categories. 60

Working with Objects Related Topics IOMS-Content Explorer Web Part 11.3.1 Creating a Folder or a Category To create a folder or a category, complete the following steps: 1. Navigate to the folder, category or the view where you want to add a new folder or category. 2. Click New in the IOMS-Content Explorer toolbar, and select Folder or Category. You are prompted to type a name for the new folder or category. 3. Specify a name for the folder or category. 4. Click OK. The new folder or category is created at the chosen location. 11.3.2 Editing the Properties of an Object If you have the required permissions, you can change the following properties of an object: Title Description Keyword To edit the properties of an object, complete the following steps: 1. In the "IOMS-Content Explorer Web Part" toolbar, navigate to the folder that contains the object, click on the file context menu, and select Properties from the menu.the "User Actions Web page" opens with the "General Properties" displayed.. 2. Change the title, description, or keywords for the object based on your requirements. 3. Click OK. The properties of the objects are updated. 11.3.3 Sorting Objects By default, the Integration option software sorts objects in alphabetical order. However, you can reverse this order, or you can sort the objects by Last Run, Type, Owner etc. 61

Working with Objects To sort objects, click the title of the column by which you want to sort the object. For example, to sort the objects by owner, click the Owner column heading. When you click the column title or the on-hover drop-down menu next to it, the menu displays two options: Sort Ascending Sort Descending Choose either of them based on your choice and the objects will be sorted in the corresponding order. 11.3.4 Deleting an Object If you have the required permissions, you can delete objects using the integration option software. To delete an object, complete the following steps: 1. In the "IOMS-Content Explorer Web Part", navigate to the object that you want to delete, and select it. 2. Click Actions in the explorer's toolbar, and select Organize > Delete from the drop-down menu. Alternatively, perform the same operation by clicking the file context menu of the object (Actions > Organize > Delete).The system prompts for confirmation. 3. Click OK to confirm. You cannot follow shortcuts to a deleted object. Related Topics IOMS-Content Explorer Web Part 11.3.5 Copying an Object The integration option also enables you to create copies of objects and save them in folders for which you have the required permissions. By creating a copy of an existing object, you can edit the new object without changing the original version. The Copy command copies the objects to a clipboard. It does not create a copy in the same folder. You must select the Paste command to place your copied object. To copy an object, complete the following steps : 1. In the "IOMS-Content Explorer Web Part", navigate to the object that you want to copy, and select it. 62

Working with Objects 2. Click Actions in the "IOMS-Content Explorer Web Part" toolbar, and select Organize > Copy from the drop-down list. (You can perform the same action using the file context menu as well. Just selectactions > Organize > Copy from the menu.) Your object is copied to the clipboard. 3. Navigate to the folder in which you want to save the copy. 4. Click Actions in the "IOMS-Content Explorer Web Part" toolbar, and select Organize > Paste from the drop down list. (Alternatively, select Actions > Organize > Paste from the File Contextual Menu.) Your object is saved in the selected folder. To perform the Copy action on multiple objects, select them using the checkbox column which appears in the list panel, and select Actions > Organize > Copy from the toolbar of IOMS-Content Explorer. Related Topics IOMS-Content Explorer Web Part 11.3.6 Moving an Object You can reorganize objects by using the Cut command to move them from their current location. The Cut command deletes the object from its current location and copies it to a clipboard. You must then use the Paste command to save your change. For example, consider a company that recently opened a second location. They want to organize employee reports by location. Folders already exist for each location. Now, they want to move reports about employees who work at the second location to the appropriate folder. They can move the reports by using the Cut and Paste commands. To move an object, complete the following steps: 1. In the "IOMS-Content Explorer Web Part", navigate to the object that you want to move, click Actions in the Web Part toolbar, and select Cut from the drop down list. (Alternatively, click file context menu and select Actions > Cut). Your object is copied as soon as you click Cut. However, it is not deleted until you paste it in a new location. 2. Navigate to the folder to which you want to save the object. 3. Click Actions and select Paste from the drop down list. (Alternatively, click file context menu and select Actions > Cut). The object now exists only in the folder you pasted it into. Shortcuts to an object remain operational after you move it. 63

Working with Objects If you use the Cut command to remove an object and then use the Cut or Copy command on a second object, only the second action takes effect. You do not lose the first object on which you had used the Cut command. Related Topics IOMS-Content Explorer Web Part 11.3.7 Creating a Shortcut to an Object The integration option also enables you to create shortcuts to objects. Shortcuts enable easy access to the objects from more convenient locations. The shortcut appears in the List panel of the "IOMS-Content Explorer Web Part", and takes you to the most recent version of the object. For example, Human Resources personnel need to refer to a report about employee vacation time on a daily basis. They may have to navigate using several folders to access this report. Instead, they can create a shortcut to the report in their My Favorites folder for easy access. Shortcuts are objects. All actions that are available for an object are also applicable to a shortcut, including the option to set properties. To create a shortcut to an object, complete the following steps: 1. In the "IOMS-Content Explorer Web Part", navigate to the object you want to create a shortcut to, click Actions in the Web Part toolbar, and select Organize > Copy Shortcut from the drop-down list.(alternatively, select Actions > Organize > Copy Shortcut using the context menu next to the object). 2. Navigate to the folder in which you want to create the shortcut. 3. Click Actions in the "Content Explorer Web Part", and select Organize > Paste Shortcut from the drop-down list. (Alternatively, select Actions > Organize > Paste using the context menu next to the object). Related Topics IOMS-Content Explorer Web Part 11.3.8 Assigning a Category to an Object By assigning a category, you can retrieve the object easily through it's respective category in the Category View of IOMS-Content Explorer. 64

Working with Objects To assign a category to an object, perform the following steps: 1. Click the file context menu of your object, and select Categories option. The User Actions Web page loads and displays the "Add Categories" dialog. 2. Select the category to which you want to assign the object. 3. Click OK. 11.4 Setting Object Properties If you have the required permissions, you can change the following properties of an object: Title Description Keywords Categories Setting object properties makes it easier to search and access them. To set the properties of an object, complete the following steps: 1. In the "IOMS-Content Explorer Web Part", navigate to the folder that contains the object, click Actions in the Web Part toolbar, and select Properties from the drop down list. The "General Properties" section appears on the "User Actions" Web page. 2. Change the title, description, or keywords for the object based on your requirements. 3. Click OK. Related Topics IOMS-Content Explorer Web Part 11.5 Creating Objects In addition to working with objects that your administrator and other authorized users have added to the CMS repository using the integration option for Microsoft SharePoint software, if you have the required permissions, you can also create objects using the Integration option for Microsoft SharePoint software. To create an object, click New in the toolbar of the "IOMS-Content Explorer" web part and select the type of object that you want to create. Besides hyperlinks, folders, and categories, you can also create Web Intelligence documents. 65

Working with Objects As discussed in another section of this guide, you can also upload objects from your local system to any location in the file structure. For more information, see the SAP BusinessObjects Business Intelligence Platform Administrator Guide, the Crystal Reports User Guide, the Building Reports with the Web Intelligence Report Panel help, which is available when you view a Web Intelligence document, and the SAP BusinessObjectsVoyager User' Guide. Related Topics Creating Hyperlinks Adding Objects 11.5.1 Creating Hyperlinks If you have the required permissions, you can create hyperlinks to Web pages of your site created using the integration option software. The hyperlinks enable you to redirect users to a relevant Web site outside of the application. Hyperlinks also enable you to retain a link to an important site that is easily available.you can also have an Open Document link as the URL for the hyperlinks. For example, assume that an article about current spending trends in several key demographics is available online. You can create a hyperlink to this article to share with everyone. To create a hyperlink, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder in which you want to create the hyperlink, click New in the Web Part toolbar, and select Hyperlink from the drop down list. If your platform is Microsoft SharePoint 2010, you can also perform this step by accessing the New tab in the ribbon menu that appears at the top of your SAP BusinessObjects site. The "User Actions Web Page" opens with the Add Hyperlink section. 2. In the "General Properties" section of the page, enter the title, description, and keywords for your hyperlink. 3. In the URL section, enter the complete URL, including http:// of the Website. 4. In the Categories section, select the category you want to assign the hyperlink to. 5. Click OK. Related Topics IOMS-Content Explorer Web Part 66

Working with Objects 11.5.2 Creating Publications You can publish existing Business Intelligence documents to a chosen audience by creating a publication. Only Crystal Reports and Web Intelligence documents can be published. If your site is created using the SAP BusinessObjects Site Definition template, the document being published should exist within the "Reports Repository" or "My Favorites" view or folder. To create a publication, perform the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder in which you want to create the publication Click New in the Web Part toolbar and select Publication from the drop-down menu that appears. If your platform is Microsoft SharePoint 2010, you can also perform this step by accessing the New tab in the ribbon menu that appears at the top of your SAP BusinessObjects site. The "User Actions Web Page" opens and displays the Publication view. 2. The "General Properties" tab selected by default in the Publication view displays the input fields for the Title, Description, and Keywords of your publication. Specify a Title (mandatory) for your publication. Description and keywords are optional attributes and you can specify them based on your requirements. 3. Select the Source Documents tab and click the Add button. The "Select Source Documents" windows appears. 4. In the "Select Source Documents" window, locate and select the documents that you want to publish. You can locate documents through the folder structure or the Search field that appears in the window. (If required, you can select more than one document publishing). Click OK. You return to the "User actions "page and the Publication view now displays the documents that you have selected for publishing. Based on the type of documents selected for publishing, various new tabs are added in the "Publication" view. These tabs are for various scheduling parameters and other options that pertain to the documents selected for publishing. You can set these parameters based on your requirements. For example, if you have selected Crystal Reports for publishing, then you see additional tabs within the "Publication" view such as Enterpise recipients, Dynamic recipients, Personalization, Formats, Destinations and Additional Options. These parameters are optional and you can set and Save their respective values based on your specific requirements. 5. Once you have done all the parameter settings for your publication, click Save & Close on the "User Actions" web page. The publication is added to your chosen folder and can be seen in the "IOMS-Content Explorer" Web Part. 67

Working with Objects You can schedule the new publication, view its latest instance and perform various actions through the context menu that appears next to it on-hover. Related Topics IOMS-Content Explorer Web Part 11.5.3 Creating Folders To create a folder in your SAP BusinessObjects site, perform the following steps: 1. In the "IOMS-Content Explorer", navigate to the folder or view ("Reports Repository" or "My Favorites") where you want to create a new folder. Click New in the Web Part toolbar, and select Folder from the drop-down menu that appears. If your platform is Microsoft SharePoint 2010, you can also perform this step by accessing the New tab in the ribbon menu that appears at the top of your SAP BusinessObjects site. The "Create Folder" window appears. 2. Enter a name for the folder in the New folder name field of the window and click OK. The new folder is added to the view or the chosen location and can be seen in the "IOMS-Content Explorer" Web Part. Related Topics IOMS-Content Explorer Web Part 11.5.4 Creating Web Intelligence Documents To create a Web Intelligence document through your SAP BusinessObjects site, perform the following steps: 1. In the "IOMS-Content Explorer", navigate to the folder or view where you want to create a Web Intelligence document. Click New in the Web Part toolbar, and select Web Intelligence Document from the drop-down menu that appears. If your platform is Microsoft SharePoint 2010, you can also perform this step by accessing the New tab in the ribbon menu that appears at the top of your SAP BusinessObjects site. 68

Working with Objects 2. You are routed to the "User actions" Web page that displays an area titled "Web Intelligence Document". Click the (New) icon that appears in the "Web Intelligence Document" area of the Web page. The "Create a new Web Intelligence Document" window appears displaying the list of available data-sources. 3. Select Universe as the data-source and click the OK button. The" Universe" window appears displaying the available Universes. 4. Select and double-click the required Universe in the " Universe" window. The "Query Panel" window appears. 5. The "Universe Outline" section of the Query panel lists the various dimensions of your chosen Universe. Choose and drag the required dimensions to the "Result Objects" section. If you want to apply filters to the data-set, you can move the required filters from the "Universe Outline" to the "Query Filters" section in the panel. (Filters appear as icons.) 6. Choose the Run query button that appears at the top right of the "Query panel". The Web Intelligence report is generated based on the selected dimensions and filters. The report is displayed in the "Web Intelligence Document" area of the "User actions" Web page. 7. Click the Save icon that appears in the File (default) tab of the "Web Intelligence Document" area. The "Save Document" window appears. 8. Select a location for saving the document. (You can select any location within the folder or category hierarchy of the CMS or your local system.) Click Save. The new Web Intelligence document is saved at the specified location. If you have saved the new Web Intelligence document at a folder or category location within "My Favorites" or "Reports Repository" of your site, you see the document at its respective location in the IOMS-Content Explorer. 11.6 Adding Objects If you have the required permissions, you can add objects using the integration option for Microsoft SharePoint software from your local computer. The object can be a Crystal report or a third party document such as MS-Word, MS-Excel, PDF etc. For example, a business analyst has finished creating a report on how a recent merger has affected sales and needs to share it with the rest of the company. When the business analyst adds the report to the BI platform repository, everyone in the company with the required permissions can view it. For information about adding several objects at a time, see the section about the Publishing Wizard in the SAP BusinessObjects Business Intelligence platform Administrator' Guide. 69

Working with Objects 11.6.1 Adding Local Documents To add a document from your local system to a folder in the CMS, perform the following steps: 1. In the "IOMS-Content Explorer Web Part", navigate to the folder to which you want to add the local document and click Upload on the Content Explorer toolbar. You are routed to the "User Actions" Web page and the file explorer appears in the "Local document" section of the page. 2. Click Browse to select the required document from a location in your computer. 3. You can also set document properties such as the Title, Description, and Keywords in their respective text-fields that appear in the "Local document" section of the web page. 4. In the "Categories" section of the page, select a category (Personal or Corporate) to which you want to assign the document. 5. Click OK. Your local document is uploaded with all its properties to the selected folder in the IOMS-Content Explorer. 11.7 Scheduling Objects Scheduling an object enables you to run it automatically at specified times. When a scheduled object runs successfully, an instance is created. An instance is a version of the object that contains data from the time that the object was last run. You can view a list of instances by viewing an object's history. By scheduling and viewing instances, you can ensure that the objects have the most up-to-date information available for viewing, printing, and distributing. You can schedule the following object types: Crystal Reports Programs Object Packages Publications Web Intelligence documents Before you schedule objects, ensure that you have set your time zone setting on the "Preferences" page. The default time zone is local to the Web server that is running the SAP BusinessObjects Business Intelligence(BI) platform, not the CMS to which users connect. Set the time zone to ensure that your scheduled objects are processed in accordance with the time zone in which you are working. 70

Working with Objects 11.7.1 Scheduling an object To schedule an object, complete the following steps: 1. In the "IOMS-Content Explorer Web Part", navigate to the folder that contains the object that you want to schedule and click the file context menu next to it. Select the Schedule option from the menu. The "Schedule" section appears on the "User Actions" Web page to display all the scheduling options. The scheduling options that are displayed for an object depend on the object type and are not common to all of them. The following table illustrates the options which you would see on the User Actions page while scheduling an object type: object Type Web Intelligence Report Crystal Report Program object Package Publication Scheduling Options Instance Title, Recurrence, Formats, Caching, Events, Scheduling Server Group, Destination Instance Title, Recurrence, Database Logon,Prompts, Filters, Formats, Destinations, Print Settings, Events, Scheduling Server Group, Languages Instance Title, Recurrence, Program Parameters, Destination, Events, Scheduling Server Group Instance Title, Recurrence, Destination, Components, Events, Scheduling Server Group Recurrence, Enterprise Recipients, Dynamic Recipients, Events, Scheduling Server Group, Prompts, Format, Destinations 2. Specify the scheduling options that you want to use. For more information about each option, see the following sections: Instance title: Setting the Instance Title Recurrence: Selecting a Recurrence Pattern Database logon information: Scheduling an Object with Database Logon Information Formats: Specifying an Instance Format Destinations: Destination Locations Filters: Applying a Record Selection Formula Print: Specifying Print Settings for a Crystal Report Caching: Selecting a Cache Format for Web Intelligence Documents Events: Scheduling an Object with Events 71

Working with Objects Server group: Specifying the Settings of the Scheduling Server Group Parameters/Prompts: Scheduling an Object with Parameters In the case of some scheduling options, the settings that the administrator has already specified for the object are selected when you select these options. You can either schedule the objects with these options, or you can specify your own options. 3. Click Schedule. 11.7.2 Setting the Instance Title You can specify a name to be used for each scheduled instance. In the "Schedule" section that appears on the "User Actions" Web page, enter the name in the Instance Title field. By default, the title of the selected object is displayed in this field. 11.7.3 Selecting a Recurrence Pattern The recurrence pattern option specifies a schedule for running an object. Each parameter in the run object list has its own specific data entry requirements. The following parameters are supported: Now When you click Schedule, the object runs once (immediately). Once This option requires a start and end time parameter. The object runs once at the time that you specify. If you schedule the object with events, the object runs once if the event is triggered between the start and end times. Hourly This option requires information in hours and minutes for how frequently the object is run. Instances are created regularly to match the parameters that you enter. The first instance is created at the start time that you specify, and the object will cease to run on its hourly schedule at the end time that you specify. Daily This option requires a start and end time parameter. The object runs once every N days at the time that you specify. It stops after the end time that you specify. 72

Working with Objects Weekly This option requires a start and end time parameter. Each week, the object runs on the selected days at the time that you specify. An instance is not created after the end time that you specify. Monthly This option requires a start date and time, along with a recurrence interval in months. The object runs on the specified date and time every N months. An instance is not created after the end time that you specify. Nth Day of Month This option requires that you specify a day of the month on which the object is run. Instances are created regularly each month on the day that you enter at the start time that you specify. An instance is not created after the end time that you specify. 1st Monday of Month This option requires a start and end time parameter. An instance is created on the first Monday of each month at the time that you specify. An instance is not created after the end time that you specify. Last Day of Month This option requires a start and end time parameter. An instance is created on the last day of each month at the time that you specify. An instance is not created after the end time that you specify. X Day of Nth Week of the Month This option requires a start and end time parameter. An instance is created monthly on a day of a week that you specify. An instance is not created after the end time that you specify. Calendar This option enables you to select a calendar of dates. (Calendars are customized lists of schedule dates that are created by the BI platform administrator.) An instance is created on each day that is indicated in the calendar, beginning at the start time that you specify and continues until the end time that you specify. In the Number of retries allowed field, you can specify the number of times the server can attempt to run the job if the job fails. In the Retry interval in seconds field, you can set the time period the server must wait before retrying. 11.7.4 Scheduling an Object with Database Logon Information Some objects require you to log on to a database before you can successfully schedule them. You can do this on the "Schedule" section of the "User Actions" Web page if you have credentials for the object's data source. To schedule an object with database logon information, complete the following steps: 1. On the "Schedule" section that appears on the "User Actions" Web page, click Database Logon. 73

Working with Objects If necessary, change the logon information for the object's data source. 2. Set the scheduling parameters as required, and click Schedule. Related Topics Scheduling an object 11.7.5 Available Instance Formats Depending on the type of object that you schedule, you can select the format in which the object's instance must be saved when it is generated by the Business Intelligence platform You can send or schedule specific object types in the following formats: Crystal Report Formats For Crystal reports, the following formats are supported: Crystal Reports Microsoft Excel (97-2003) Microsoft Excel (97-2003) Microsoft Excel (97-2003) (Data Only) Microsoft Word (97-2003) PDF Rich Text Format (RTF) Microsoft Word (97-2003) Editable (RTF) Plain Text Paginated Text Tab Separated Text (TTX) Separated Values (CSV) XML When you select a file format other than Crystal Reports, the program preserves as much of the formatting as the export format allows. Therefore, you may lose some or all of the formatting that appears in the report. The difference between Excel and Excel (Data only) is that the Excel option preserves the look and feel of your original report, while the Excel (Data only) option focuses on preserving data and does not merge cells. 74

Working with Objects The Tab Separated Text format places a tab character between values and attempts to preserve the formatting of the report; the Separated Values format places a specified character between values and does not attempt to preserve the formatting. The Microsoft Word (97-2003) format maintains as much formatting as possible, including graphics. Each object appears in an individual text field. Microsoft Word (97-2003) Editable format does not preserve as much formatting; text is displayed in lines and images are placed in line with the text. Rich Text Format is similar to Microsoft Word (97-2003). For more information about the options you must set to schedule a Crystal report to a specific format, see Additional Formatting Options for Crystal Reports and the section on Exporting in the Crystal Reports User's Guide. Web Intelligence Document Formats For Web Intelligence documents, the following formats are supported: Web Intelligence Microsoft Excel PDF 11.7.5.1 Specifying an Instance Format To specify an instance format, complete the following steps: 1. On the "Schedule" section that appears on the "User Actions" Web page, click Formats. 2. From the Format Options drop-down list, select the format in which you want to schedule the report. 3. Select additional formatting options as required. Some Crystal Reports format options require you to specify additional formatting options. These options vary, depending on the format that you select. 4. Set other scheduling parameters as required, and click Schedule. Related Topics Additional Formatting Options for Crystal Reports Scheduling an object 11.7.5.2 Additional Formatting Options for Crystal Reports When you schedule a Crystal report to different formats, you may be required to set additional options. This section discusses the additional options for each format: 75

Working with Objects Table 11-1: Microsoft Excel (97-2003) Option Use the export options defined in the report Description Select this option to use the export options that are already defined in the report. If you select this option, you are not allowed to set any other additional formatting options. Set Column Width Select this option to set the width of individual columns in the Excel. The following options are supported: To set the width of the Excel columns based on the objects in the report, select Column width based on objects in the:. Then, select the area of the report whose width you want to apply to the Excel columns. For instance, if you select Whole Report, the value set as the width of the Excel columns is same as that of the area of the report with the maximum width. If the Page Header has the maximum width, then the width of the Page Header is applied to the Excel columns. This ensures that report data is not lost. To set the constant column width as a constant, select Constant column width (in points) and specify the width. Export page header and page footer To include the page headers and footers in your instance, select whether you want to export them Once Per Report, or On Each Page. To exclude the page headers and footers from your instance, select None. Create page breaks for each page Select this option to create page breaks. Convert date values to strings Select this option to export date values as text strings. Show gridlines Select this option to view gridlines in the exported document. To include all the pages of the report, select All. Page range To specify a page range, enter the page numbers that you want to include in the from: and to: fields. 76

Working with Objects Table 11-2: Microsoft Excel (97-2003) (Data Only) Option Description Use the export options defined in the report Set Column Width To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options. To set the width of Excel columns based on the objects in the report, select Column width based on objects in the:. Then, select the area of the report whose width you want to apply to the Excel columns. For instance, if you select Whole Report, the value set as the width of the Excel columns is same as that of the area of the report with the maximum width. If the Page Header has the maximum width, then the width of the Page Header is applied to the Excel columns. This ensures that report data is not lost. To set the column width as a constant, select Constant column width (in points) and specify the width. Export object formatting Select this option to preserve the object formatting. Export images Select this option to export the images in your report. Use worksheet functions for summaries Select this option to use summaries in the report to create worksheet functions in Excel. Maintain relative object position Select this option to maintain the positioning of objects relative to one another. Maintain column alignment Select this option to preserve the alignment of text within the columns of your report. Export page header and page footer Select this option to include the header and footer in your instance. Simplify page headers Select this option to simplify the page headers. Show group outlines Select this option to display the group outlines. 77

Working with Objects Table 11-3: Microsoft Word (97-2003) Option Description To include all the pages of the report, select All. Page Range To specify a page range, enter the page numbers that you want to include in the from: and to: fields. Table 11-4: PDF Option Description Use the export options defined in the report To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options. To include all the pages of the report, select All. Page Range To specify a page range, enter the page numbers that you want to include in the from: and to: fields. Create bookmarks from group tree Select this option to create bookmarks in your PDF file based on the tree structure of the report. This enables you to navigate the report easily. Table 11-5: Rich Text Format (RTF) Option Description To include all the pages of the report, select All. Page Range To specify a page range, enter the page numbers that you want to include in the from: and to: fields. Table 11-6: Microsoft Word - Editable (RTF) Option Description Use the export options defined in the report To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options. 78

Working with Objects Option Description To include all the pages of the report, select All. Page Range To specify a page range, enter the page numbers that you want to include in the from: and to: fields. Insert page break after each report page Select this option to insert page breaks after each page of the report in the RTF file. Table 11-7: Plain Text Option Number of characters per inch Description Enter a value between 8 and 16 for the number of characters to include per inch. This setting controls the display and format of the text file. Table 11-8: Paginated Text Option Description Use the export options defined in the report To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options. Number of lines per page Enter the number of lines of text to be included between page breaks. Number of characters per inch Enter a value between 8 and 16 for the number of characters to include per inch. This setting controls the display and format of the text file. Table 11-9: Separated Values (CSV) Option Description Use the export options defined in the report To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options. 79

Working with Objects Option Description Delimiter Enter the character you want to use as the delimiter. Separator Enter a character to separate values, or select Tab. Mode Select either Standard or Legacy mode. In the Standard mode, you can include report, page, and group sections in your instance. In the Legacy mode, you cannot select these options. Report and page sections If you have selected the Standard mode, indicate whether you want to export report and page sections. If yes, specify whether or not you want to isolate them. Group sections If you have selected the Standard mode, indicate whether you want to export group sections. If yes, specify whether or not you want to isolate them. Table 11-10: XML Option Description XML Exporting formats Select the XML export format that you want to use. 11.7.6 Specifying an Instance Destination You can schedule an object instance to a specific destination on your computer, on a network, a default file location, email, or FTP. If your administrator has specified a particular destination for the object, the same is displayed. You can select a different destination if you have the required permissions. You must provide additional information for the destination that you select. To specify a destination, complete the following steps: 1. On the "Schedule" section that appears on the "User Actions" Web page, click Destinations or Destination. 2. In the Destination area, select the destination after you have selected the format in which you want to schedule. 80

Working with Objects If you are scheduling a Crystal report, do not select a format before you select a destination. If you want to use the default destination, leave the destination settings blank. Select Keep an instance in the history if you do not want to delete the instance from the server after it runs and is sent to a destination. 3. Set other scheduling parameters as required, and click Schedule. 11.7.6.1 Destination Options If you want to specify options for an object that you are scheduling to a destination (for example, the names of recipients of the instance, the e-mail addresses, or an FTP server to upload the instance), you must enter information about the chosen destination. These destinations must be configured on the servers that run the scheduled jobs. Consult your SAP BusinessObjects Business Intelligence(BI) platform administrator to ensure this. Table 11-11: Inbox Option Selected Recipients Description Select Users or Groups from the Choose list, and select the recipients to whom you want to send the instance from the list of "Available Recipients". Click > to add users or groups to the "Selected recipients" list. To allow the BI platform to generate a name for the instance, select Automatically generated. To use a specific file name, enter the name in the Specific name field. Target Name Send As To include variables in the subject, select the variables from the list beside the field. The variable is added at the end of the text in the box. The variables you can add include the object's title, ID, owner, the date and time, your e-mail address, and your name. To send a shortcut of the instance to your recipients, select Shortcut. To send a copy of the instance to your recipients, select Copy. 81

Working with Objects Table 11-12: File Location Option Directory Description Enter the path to the directory to which you want to send the instance. To allow the BI platform to generate a name for the instance, select Automatically generated. File Name To use a specific file name, enter the name in the Specific name field. To include the file extension, select Add file extension. To include variables in the subject, select the variables from the list beside the field. The variable is added at the end of the text in the box. The variables you can add include the object's title, ID, owner, the date and time, your e-mail address, and your name. User name Enter the user name required to access the file location. Password Enter the password required to access the file location. Table 11-13: FTP Server Option Host Description Enter the name of the FTP server. Port Enter the port number that is used to access FTP. The default port number is 21. User name Enter the name of the user who is required to access the FTP server. Password Enter the password required to access the FTP server. Account Enter the account required to access the FTP server, if applicable. Directory Enter the path of the directory you want to send the instance to. 82

Working with Objects Option Description To allow the BI platform to generate a name for the instance, select Automatically generated. File Name To use a specific file name, enter the name in the Specific name field. To include the file extension, select Add file extension. To include variables in the subject, select the variables from the list beside the field. The variable is added at the end of the text in the box. The variables you can add include the object's title, ID, owner, the date and time, your e-mail address, and your name. Table 11-14: e-mail Recipients Option From Description Enter a return e-mail address. To Enter the e-mail address of the recipients to whom you want to send the instance. Separate multiple e-mail addresses with semicolons. Cc Enter the e-mail addresses to which you want to send copies of the instance. Separate multiple e-mail addresses with semicolons. Enter the subject line of the e-mail. Subject To include variables in the subject, select the variables from the list beside the field. The variables you can add include the object's title, ID, owner, the date and time, your e-mail address, and your name. Add attachment Select this checkbox to add the instance as an attachment to the e-mail. 83

Working with Objects Option Description If you have selected Add attachment, then you can control the name of the attachment. To allow the BI platform to generate a name for the instance, select Automatically generated. Attachment To use a specific file name, enter the name in the Specific name field. To include the file extension, select Add file extension. To include variables in the subject, select the variables from the list beside the field. The variables you can add include the object's title, ID, owner, the date and time, your e-mail address, and your name. Enter the message that must appear in the body of the e-mail. Message To include variables in the subject, select the variables from the list beside the field. The variable is added at the end of the text in the box. The variables you can add include the object's title, ID, owner, the date and time, your e-mail address, and your name. 11.7.6.2 Destination Locations On the Business Intelligence(BI) platform, you can schedule, send, or publish objects to the following destination locations: Default Enterprise Location This option enables you to save the instance in the default BI platform location (the Output File Repository Server). Inbox This option enables you to save the instance to the Output File Repository Server and to inboxes as specified: If you select the Use the Job Server's Defaults option, copies of the instance are saved to the inboxes that are configured on the job server. If you do not select the Use the Job Server's Defaults option, specify the inboxes where you want to save the instance. File Location 84

Working with Objects This enables you to save the instance to the Output File Repository Server and to the specified file location: If you select the Use the Job Server's defaults option, copies of the instance are saved to the unmanaged disk location that is configured on the job server. If you do not select the Use the Job Server's defaults option, a copy of the instance is saved to the file location that you specify. FTP Server This option enables you to save the instance to the Output File Repository Server and to the specified FTP server: If you select the Use the Job Server's defaults option, a copy of the instance is saved to the FTP server that is configured on the job server. If you do not select the Use the Job Server's defaults option, specify the FTP server where you want to save the instance. e-mail Recipients This enables you to save the instance to the Output File Repository Server and to the specified e-mail recipients: If you select the Use the Job Server's defaults option, copies of the instance are e-mailed to the recipients whose names are configured on the job server. If you do not select the Use the Job Server's defaults option, specify the recipients to e-mail copies of the instance. If you select any option other than Default Enterprise Location and decide to use the job server's default option, you must ensure that the administrator has copied the location on the appropriate job server. For more information, see the SAP BusinessObjects Business Intelligence Platform Administrator Guide. 11.7.7 Applying a Record Selection Formula If an object includes a record or group selection formula, you can modify it before you schedule it. Selection formulas help determine the data that appears in a report and may improve performance by eliminating unwanted records. For more information about record selection formulas, see the Crystal Reports User's Guide. To apply a record selection formula, complete the following steps: 1. In the "Schedule" section that appears on the "User Actions" Web page, click Filters. 2. Change the record or group selection formula as necessary. 3. Set other scheduling parameters as required, and click Schedule. 85

Working with Objects Related Topics Scheduling an object 11.7.8 Specifying Print Settings for a Crystal Report When you schedule a Crystal report, you can print the object instance after it is generated. To specify the print settings for a Crystal Report, complete the following steps: 1. In the "Schedule" section that appears on the "User Actions" Web page, click Print Settings. 2. To print the report, select Print Crystal Reports when scheduling. 3. To use the default printer, from the Set layout to: drop-down list, select Specify printer settings, and select Default printer. To use another printer, provide the printer information in the Specify the printer field. 4. In the Number of Copies field, enter the number of copies you want to print. 5. Under Print Range, select All to print all pages of the report, or select Pages to print specific pages of the report and enter the page range in the from: and to: fields. 6. To collate the printed copies of the instance, select the appropriate option from the Set collate option to drop-down list. 7. In the Page Scaling list, specify your scaling preferences. 8. To center each page, select Center the page. 9. To enable horizontal pages to fit in a single page, select Fit horizontal pages into one page. 10. Under Set the report's page layout, indicate the layout you want to use. To indicate the printer settings, select Specify printer settings. If you select Custom settings, indicate whether you want to use the standard layout settings or the custom layout settings. If you have selected Use custom layout settings, indicate the orientation and paper size you want to use. 11. Set other scheduling parameters as required, and click Schedule. Related Topics Scheduling an object 11.7.9 Scheduling an Object with Events Event-based scheduling provides you with additional control to schedule objects: you can configure the system to run objects only after a specified event has occurred. Working with events consists of two 86

Working with Objects steps: creating an event and scheduling an object with the event. That is, once you create an event, you can select it as a dependency to schedule an object. The scheduled job is then processed only when the event occurs. You create events in Central Management Console (CMC), and then select the events when you schedule objects. For more information about creating events and the CMC, see the SAP BusinessObjects Business Intelligence Platform Administrator' Guide. To schedule an object with events, complete the following steps: 1. In the "Schedule" section that appears on the "User Actions" Web page, click Events. 2. To specify an event to trigger the scheduled object, select the event in the "Available Events" pane, and click >. The selected events move to the "Events to wait for:" pane. 3. To specify another event to be triggered on the completion of the scheduled job, select the event in the "Available Schedule Events" pane, and then click >. The selected events move to the "Events to trigger on completion:" pane. 4. Set other scheduling options as required, and click Schedule. For more information on scheduling an object with events, see the Scheduling Objects chapter in the SAP BusinessObjects Business Intelligence Platform Administrator Guide. Related Topics Scheduling an object 11.7.10 Specifying the Settings of the Scheduling Server Group When you schedule an object, you can select the server group that the system must use to run the object. To specify the settings of the scheduling server group, complete the following steps: 1. In the "Schedule" section that appears on the "User Actions" Web page, click Scheduling Server Group. 2. Select the scheduling server group option you want. The following options are supported: Use the first available server This is the default option. Business Intelligence platform uses the server that has the largest number of free resources at the time of scheduling. Give preference to servers belonging to the selected group Select a server group from the drop-down list. This option attempts to process the object from the servers that are found in your server group. If the specified servers are not available, the object is processed on the next available server. 87

Working with Objects Only use servers belonging to the selected group This option ensures that Business Intelligence platform uses only the specified servers that are found in the selected server group. If all the servers in the server group are unavailable, the object is not processed. 3. If your deployment of the BI platform uses federation and you want to run the object at the federation site on which the object is located, select Run at origin site. 4. Set other scheduling parameters as required, and click Schedule. Related Topics Scheduling an object 11.7.11 Scheduling an Object with Parameters Some objects make use of the parameters feature. Parameters prompt the user to enter information. For report objects, this information may determine the data that appears in the report. For example, in a report that is used by sales, there may be a parameter that asks the user to choose a region. When the user chooses a region, the report displays the results for the chosen region only. In Crystal Reports and Publications, parameters are called Prompts. You can set parameters in the "Schedule" section that appears on the "User Actions" Web page. The parameter option does not appear on the "Schedule" page if the object that you schedule does not contain parameters. To schedule an object with parameters, complete the following steps: 1. On the "Schedule" section that appears on the "User Actions" Web page, click Parameters or Prompts. The appearance of the parameter prompts in the "Schedule" section may differ from object to object, depending on how the parameter field was created. Program objects may provide Program Parameters field instead. 2. Click the value of a parameter to change it. If you are scheduling a Web Intelligence document, click Edit to edit the prompt values. 3. Set other scheduling parameters as required, and click Schedule. Related Topics Scheduling an object 88

Working with Objects 11.7.12 Selecting a Cache Format for Web Intelligence Documents When the system runs a scheduled Web Intelligence document, it stores the instance on the Output File Repository Server. You can also select a cache format for the document to enable the system to cache the report on the appropriate Report Server. The system does not cache the report unless you specify a caching format. To select a cache option, the output format you specified for the object must be only Web Intelligence. If you select a different format, the cache options that you specify have no effect. To select a cache format for documents, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to a folder or a category and select a Web Intelligence object. 2. Click the file context menu of the object, and select Schedule. 3. From the Available Formats to Cache, select the format you want to pre-load the cache with. Select the locales with which you want to pre-load the cache if you are scheduling a Web Intelligence document. When you schedule the Web Intelligence document, the BI platform generates cached versions of the document in the locales that you specify. 4. Click Schedule. Related Topics Scheduling an object 11.7.13 Viewing the History of an Object The BI platform saves the history of successful object instances. The history list is arranged chronologically (with the most recent instance listed first) and contains the following information: Instance Time Title Run By Parameters Format Status 89

Working with Objects To view the history of an object, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder that contains the object, click Actions, and select History from the drop down list. (Alternatively, select Actions > History in the context menu next to the object). The "History" section appears on the "User Actions" Web page. You can choose to display all the available instances or only the instances that you own by selecting the appropriate option. 2. Double click a link under the Instance Time column to view an object instance. Tip: To sort instances chronologically, click the Instance Time column heading. Click the column heading again to reverse the sort order. You can also sort the instances by owner and status. To do this, click the appropriate column heading. 3. Double click to view an object instance. The instance opens in a Web Part that corresponds to the object type. For example, if you want to view the instance of a Crystal Report, the report opens in the "IOMS-Crystal Report Viewer Web Part". The information that is available depends on the type of object that you are viewing. For example, the History page for object packages includes fewer columns and if the object is a publication, the page shows additional columns such as Enterprise and Dynamic recipients. 11.7.14 Viewing the Latest Instance of an Object You can view instances of objects such as Crystal reports, Web Intelligence documents, publications, and object packages. You can view the latest instance only if successful instances are available for an object. To view the latest instance of an object, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder that contains the object that you want to view. 2. Select the object, click Actions in the Web Part toolbar, and select View Latest Instance from the drop-down list. (Alternatively, click the file context menu of the object and select Actions > View Latest Instance). 3. Depending on the type of the selected object, the latest instance appears in the corresponding Web Part. For example, if you select a Crystal report, the latest instance of the report appears in the "Crystal Report Viewer" Web Part. If you have the required permissions in Business Intelligence Platform, click Refresh in the toolbar of Web page to refresh the report with the latest data from the report's data source. 90

Working with Objects 11.7.15 Pausing and Resuming an Instance You can pause and resume an object's instance if necessary. For example, if a Business Intelligence platform job server is down for maintenance reasons, you may want to pause a scheduled instance to prevent the system from running the object. You can pause an instance to prevent the scheduled jobs from failing when the job server is not running. When the job server is running again, you can resume the scheduled instance. You can pause or resume an instance only if it is scheduled; that is, the pause and resume operations can be performed only on object instances that have a Pending or Recurring status. 11.7.15.1 Pausing an Instance To pause an instance, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder that contains the object for the instance you want to pause, click the file context menu and select History. The "History" of instances is displayed on the "User Actions" Web page. 2. Select the scheduled instance that you want to pause. 3. In the "IOMS-Content Explorer" Web Part toolbar, click Actions, and select Pause from the drop-down list. 11.7.15.2 Resuming an Instance After Pausing It To resume an instance after pausing it, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder that contains the object for the instance you want to resume, click the file context menu of the object and select History. The "History" of instances appears on the "User Actions" Web page. 2. Select the instance that you want to resume. 3. In the "IOMS-Content Explorer" Web Part toolbar, click Actions, and select Resume from the drop-down list. 91

Working with Objects 11.7.16 Object Packages An object package is a type of object that acts as a container for subobjects or components. They can be created or edited only in the CMC, and can contain any object type that can be scheduled. To add objects to an object package, a user with the required permissions must copy the object and paste it into the object package in the CMC. When you schedule an object package, instances are created for each component, enabling you to schedule several objects simultaneously. You cannot schedule a component of an object package. Scheduling an object package is slightly different from scheduling an individual object, because some scheduling options must be set at an object package level. These scheduling options are recurrence, destinations, events, and server group settings. Other scheduling options are set for each component of the object package. These scheduling options include notification, database logon settings, filters (if applicable), format, print settings, and parameters, prompts, or arguments (if applicable). 11.7.16.1 Scheduling an Object Package To schedule an object package, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, select the object package that you want to schedule, click Actions in the toolbar, and choose Schedule from the drop-down list. (The same action can also be performed using the file context menu of the object :- select Actions > Schedule). 2. Set the instance title, recurrence, destination, events, and sever group settings. Follow the procedure that is applicable when you specify these settings for an object. For information about setting these options, see the following sections: Setting the Instance Title Selecting a Recurrence Pattern Destination Locations Scheduling an Object with Events Specifying the Settings of the Scheduling Server Group 3. Click Components. 4. Click the name of each component to set the notification, database logon, filters, format, print, cache, and parameters or prompts settings as applicable to each component. For more information about setting these options, see the following sections: Scheduling an Object with Database Logon Information Applying a Record Selection Formula Selecting a Cache Format for Web Intelligence Documents Scheduling an Object with Parameters 92

Working with Objects When you have finished setting the scheduling parameters for a component, click OK to return to the scheduling page for the object package, and set the remaining scheduling parameters. 5. Click Schedule. 11.7.17 Rescheduling an Instance The integration option enables you to reschedule an instance. The status of the instance that you want to reschedule can be Success, Recurring, or Failed. If you reschedule an instance, then a new instance is created. To reschedule an instance, complete the following steps: 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder that contains the object, and select it. 2. In the Web Part toolbar, click the file context menu of object and select History. The "History" appears on the "User Actions" Web page. This page displays all the available instances for the selected object. If an instance is not available, then the "History" page displays the following message: No items to display. 3. From the list of available instances, select the instance that you want to reschedule. 4. On the "User Actions" Web page, click Actions in the toolbar, and select Reschedule from the drop-down list. The "Reschedule" page appears. 5. Specify the rescheduling options that you want to use. 6. Click Schedule. The "History" section on the "User Actions" Web page, displays the details of the new instance. Related Topics Scheduling an object Viewing the Latest Instance of an Object 11.7.18 Replacing an Instance The integration option gives you the capability to replace an instance, or create a new instance by using the scheduling parameters that are defined for an existing instance. However, you can use this option only if the status of the existing instance is Recurring or Pending. To replace an instance, complete the following steps: 93

Working with Objects 1. In the "IOMS-Content Explorer" Web Part, navigate to the folder that contains the object, and select it. 2. In the Web Part toolbar, click Actions, and select History from the drop-down list. The "History" appears on the "User Actions" Web page. This page displays all the available instances for the selected object. If an instance is not available, then the "History" page displays the following message: No item to display. 3. From the list of available instances, select the instance that you want to reschedule. 4. On the "User Actions" Web page, click Actions in the toolbar, and select Reschedule from the drop-down list. The "Reschedule" page appears. 5. From the list of rescheduling options that are displayed on the "Reschedule" page, select Replace. 6. Depending on your requirements, select one of the following options: Replace existing schedule Create new schedule from existing schedule 7. Click Schedule. The "History" section on the "User Actions" Web page, now displays the details of the new instance. Related Topics Scheduling an object Rescheduling an Instance 11.7.19 Deleting an Instance You can delete instances of any object. To delete an instance, complete the following steps: 1. In the "IOMS-Content Explorer Web Part", select the parent object of the instance you want to delete, click Actions, and select History from the drop-down list. (Or in the file context menu of the object, select Actions > History). The "History" appears on the "User Actions" Web page. This page displays the successful instances of the selected parent object. 2. Select the instances that you want to delete. 3. Click Delete in the toolbar of the "User Actions" Web page toolbar. 11.8 Sending Objects or Instances 94

Working with Objects You can use the send feature to send existing objects or instances of objects to different locations. You can also send copies of the objects, instances or shortcuts. To send an object, take the following steps: 1. Navigate to the object, instance or shortcut which you want to send. 2. Click on Actions in the IOMS-Content Explorer toolbar and select Send option in the drop-down that appears. Alternatively select the Send option directly in the file context menu of the object. 3. Based on where you want to send the object, make your selection from the choices which appear in the navigation menu: Send > BusinessObjects Inbox Send > Email Send > FTP location Send > File location Once you make the selection, the "User Actions" Web page is loaded with the corresponding dialog box. 11.9 Retrieving the Link to an object For the purpose of sharing any of your reports or files with a colleague, you can retrieve the link to your file or object and send it across to them. The user who receives your file may not necessarily have the integration option or the BusinessObjects BI platform suite installed on his or her system, but can still view your document using this link. This link is essentially the OpenDoc URL, provided by the integration option for Microsoft SharePoint software for your object. Once the business user clicks the link, he or she is redirected to a logon page to provide his or her Business Intelligence platform credentials. Once submitted, the entries are validated and the user can view the report after a successful authentication. To get the link for your report or document, perform the following steps: 1. Navigate to the object and click on the file context menu next to it. The menu options are displayed. 2. Select Document Link from the options. A dialog box appears that displays the link to the object in a text field and prompts you to copy and paste it for sharing the document. 3. Click on the Copy Link button to copy the link. The document link is copied to the clipboard. You can paste this string directly in the e-mail or a desired location. Before doing so, you can also paste it to a text file to verify the retrieved link for your document. 4. Click on the Cancel button to close the window. 95

Working with Objects If your browser is Mozilla Firefox or Google Chrome, then the Copy Link button will not work for you. You will need to select the document URL from the text box in the dialog box and press Ctrl+C to copy the link. 11.10 Discussing Objects The integration option also provides you with a feature to discuss any object. Through discussion, you can share your thoughts regarding the object with other users and they in turn can post back their comments and ideas on the same. The object of discussion could be a publication, a Microsoft Word file, a text file and so on. To discuss an object, perform the following steps: 1. In the IOMS-Content Explorer Web Part, navigate to the object you want to discuss. 2. Click the file context menu and select the Discuss option. 3. The "User Actions" Web page opens and displays the discuss section. 4. If any user has already made a note on this report or object, then it will be displayed in blue within the left panel.the note and the replies to that note are displayed hierarchically. Click on the note to view it. To reply to the sender of note, click on Reply to sender from the toolbar. To reply to the group of people participating in the discussion, click on Reply to group The subject of the reply and a text area for composing the reply to the note appears in the right side panel of the "Discussion" section. The subject is populated with a default value which can be edited as needed. 5. Type your reply and click on the Post button at the bottom. If you do not plan to send your input, click the Cancel button next to it. Your reply is now added to the discussion notes in the left panel. 96

Working with Objects 6. If no user has made a note on the selected object, then the left panel will be empty and not have any discussion notes.to create a new note or to post a new message to another user, go to the Discussion toolbar and click on New Message. The subject of message and a text area for composing the note appears in the right side panel of the Discuss section. The subject is populated with a default value which can be edited as needed. 7. Type your note and click on the Post button at the bottom. If you do not plan to send your input, click the Cancel button next to it. Your posted message is now added to the discussion notes in the left panel. 11.11 Sticking Reports Sticking enables you to associate an object to a viewer Web Part in the integration option for Microsoft SharePoint software. Once you stick an object or report to a viewer, then everytime you log on to your SharePoint site and connect to the CMS, the report is automatically opened in its primary viewer and is displayed as the first thing in your site.this is particularly useful for BI reports of high or critical importance which you may need to view regularly. The primary viewer is an Analytical report Viewer for Web Intelligence documents, a Crystal Report Viewer for Crystal Reports, Xcelsius viewer for viewing Xcelsius reports and Document Viewer for BI workspace, Information Space and Adobe Portable Document Format (PDF). There are two ways by which you can stick a report : 1. Using Viewer Web Part properties a. Click the drop-down menu which appears when you hover the mouse above the Viewer Web Part and select the Edit Web Part option. The Web Part "Properties" panel appears displaying all the properties of the viewer. b. Scroll down to the section named SAP BusinessObjects. This set of properties is provided by the integration option and consists of the following fields: Preferred Report CUID If you have a specific report to stick, then enter the CUID of the report you want to stick, in this text field. You can retrieve the CUID by accessing the properties of the report on the User Actions Web page. (To access report properties, click the context menu of the object and select the Properties option.) Stick Last Viewed Report If you have just viewed a report and want to stick it, then checkmark this field which appears as checkbox, so that you can repeatedly view this particular report everytime you log on to your site. c. Click OK. The chosen report is stuck. 2. Using the viewer's toolbar 97

Working with Objects a. Goto the top right corner of a Web page on your BusinessObjects site, and click on <System/Site-name> drop-down menu. Select the Personalize this Page option. The page reloads and opens in personal mode. b. Open the report which you want to stick, so that it opens in the associated primary viewer Web Part. c. Click on the drop-down which appears in the toolbar of the primary viewer Web Part, and select the Stick This Report option. The chosen report is stuck and will be visible to you each time you log on to this SAP BusinessObjects site. 1. The primary viewer Web Part of the report should be configured on the page by the administrator. Otherwise, the report would open in the secondary viewer which is the IOMS-Document Viewer Web Part. 2. The Web Part properties of the viewer can be accessed (using the on-hover dropdown menu above the viewer Web Part) on both the shared or default view of the site page and also in the personal view (which is loaded when you use the Personalize this Page option). So you can stick a report using the viewer properties in both the modes. 98

More Information More Information Information Resource Location SAP product information http://www.sap.com http://help.sap.com/businessobjects SAP Help Portal Access the most up-to-date English documentation covering all SAP BusinessObjects products at the SAP Help Portal: http://help.sap.com/bobi (Business Intelligence) http://help.sap.com/boepm (Enterprise Performance Management) http://help.sap.com/boeim (Enterprise Information Management) Certain guides linked to from the SAP Help Portal are stored on the SAP Service Marketplace. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. To find a comprehensive list of product documentation in all supported languages, visit:http://help.sap.com/boall. http://service.sap.com/bosap-support SAP Support Portal The SAP Support Portal contains information about Customer Support programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement have an authorized user ID to access this site. To obtain an ID, contact your customer support representative. Developer resources http://www.sdn.sap.com/irj/sdn/bi-sdk-dev https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary SAP BusinessObjects articles on the SAP Community Network http://www.sdn.sap.com/irj/boc/articles These articles were formerly known as technical papers. 99

More Information Information Resource Location Notes Forums on the SAP Community Network https://service.sap.com/notes These notes were formerly known as Knowledge Base articles. https://www.sdn.sap.com/irj/scn/forums http://www.sap.com/services/education Training From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. http://www.sap.com/services/bysubject/businessobjectsconsulting Consulting Consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in topics such as relational and multidimensional databases, connectivity, database design tools, and customized embedding technology. 100

Index A account settings 43 formatting locale 43 general preferences 43 password 53 time zone 43 ActiveX viewer 51 adding objects 69 analytic tools 15 arranging objects 61 audience 8 Authentication 21 B breadcrumb 38 BusinessObjects Enterprise Web Tier 18 C Cache format 89 calendars 72 categories 60 Content Explorer Web Part 26 Copy objects 62 Create shortcuts 64 creating hyperlinks 66 Crystal Report Viewer 49 Crystal Report Viewer Web Part 30 Crystal reports instance formats 74 scheduling 70 scheduling format options 75 setting preferences 48 viewers 50 Crystal Reports print settings 86 Print Settings Crystal reports 86 CSV, scheduling format options 75 currency settings 43 D Database Logon Information 73 date settings 43 default settings 43 Delete 62 deployment 17 Destination 80 destinations destination options 81 locations, scheduling 84 Document locale 47 Document Navigation 15 Document Search 15 Document Viewer Web Part 30 Document Viewing 15 E Edit properties Category 61 Folder 61 editing object properties 65 Excel, scheduling format options 75 F file location, destination options 81 files 59 folder list 28 folders 60 formats for instances 74 formatting locale 43 H Helpful Units 34, 35 History 89 hyperlinks 66 I installer information 18 Instance destination 80 Instance Formats 75 instances 92 pausing 91 resuming 91 title 72 Integration option for Microsoft SharePoint software Features 15 Integration option for Microsoft SharePoint software (continued) pre-requisites installation 18 IOMS-Document Viewer 31 J Java viewer 52 K keywords 65 L Latest instance 90 Log Off 23 Login 21 M Microsoft Excel, scheduling format options 75 Microsoft Word, scheduling format options 75 modifying account settings 53 object properties 65 Move objects 63 N navigation view 43 O objects 59, 69 modifying description 65 keywords 65 properties 65 title 65 scheduling 70 sorting 61 options drill analysis 45 organize folders and categories 60 101

Index out-of-the-box solution 11 P password, changing 53 pausing instances 91 PDF, scheduling format options 75 plain text, scheduling format options 75 Preference Management 15 preferences 43 for Crystal Reports 48 for Web Intelligence 44 general 43 password 53 Preferred Viewing Locale 47 properties objects 65 publishing instance formats 74 Publishing 15 R Recent Searches 35 Recently Viewed 34 Record Selection Formula 85 recurrence 72 Replace 93 report viewers ActiveX 51 Java 52 Web 51 Reschedule 93 resuming instances 91 rich text, scheduling format options 75 S SAP BusinessObjects Site Definition template 11 Schedule 71 schedule objects parameters 88 prompts 88 Schedule Objects Events 86 scheduling 70 formats 75 parameters run time 72 Scheduling 15 Scheduling server group 87 Secondary Viewer Web Part 31 separated values, scheduling format options 75 SharePoint servers 19 silent installation 19 Integration option for Microsoft SharePoint software command line 19 silent install 19 sorting objects 61 Supported Platforms 19 T text, scheduling format options 75 time zone 43 Tree panel 28 U unmanaged disk destination options 81 V View history 89 viewing preferences 43 W Web ActiveX 49 Web Intelligence preferences 43 Web Intelligence documents drilling 45 instance formats 74 MS Excel formats 48 preferences 44 Report Filter toolbar 45 scheduling 70 Web Intelligence Preferences 47 Web Java 49 Web Part 25 Web Part Package 17 Web Part page 25 Web Part zone 25 Web Parts 8, 11 Web viewer 51 Word, scheduling format options 75 X XML, scheduling format options 75 102