4.1 Installing the desktop interface
4.1.1 To install the desktop interface from the BI launch pad
1. Log into the BI launch pad.
2. Click Preferences.
3. Click Web Intelligence.
4. Click Desktop (installation required) in the Modify section.
5. Click Save and Close.
Web Intelligence Rich Client is downloaded to your computer and launched when you launch the application from the BI launch pad. Due to the file size, this process might take a few minutes.
Note:
If you install Web Intelligence Rich Client from the BI launch pad, the online help system is not installed to your local computer. If you work in Connected mode, Web Intelligence Rich Client displays help pages stored on the server. If you work in Offline or Standalone mode, help pages are not available.
Related Topics
•Connection modes
4.1.2 To install Web Intelligence Rich Client from the SAP BusinessObjects Enterprise CD
• See the SAP BusinessObjects Business Intelligence platform 4.0 Installation Guide for full installation instructions.
4.1.3 Availability of online help
If you install Web Intelligence Rich Client from the BI launch pad, the online help system is not installed to your local computer. This has the following effect on the avaliability of the online help:
• If you work in Connected mode, Web Intelligence Rich Client displays help pages stored on the server.
• If you work in Standalone mode, help pages are not diplayed if the BI launch pad is running.
• If you work in Offline mode, help pages are not available.
You can make help available by specifying a local folder or a URL where Web Intelligence Rich Client can access the help.
4.1.3.1 To specify the folder or URL for online help
1. Select Options from the main menu to display the "User Preferences" dialog box.
2. Select the General tab.
3. Click Browse next to Help and select a folder.
You can also type a URL as the location of the online help.
4.1.4 Quick Launch button
The first time you open and close a .wid document, the quick launch function becomes available. The Quick Launch button is visible in the lower right of the main pane. When you use this button to launch the application, rapidly.
4.2 Connection modes
You can use Web Intelligence Rich Client in three connection modes: Connected, Offline, or Standalone.
4.2.1 About connection security rights and working locally
Connection objects have an additional security right called "Download connection locally".
When the "Download connection locally" security right is granted to connection objects: Local refresh is performed locally if the middleware is correctly installed and set up. When the security right is denied : No local refresh is executed. The Refresh is delegated to server side. Query creation & modification is possible only for queries not using secured connection.
When working with a document from XI4.0 or earlier, save the document and reopen it: the security right will be correctly applied.
Note:
The administrator must define the security associated with the Connection, e.g. define who can download locally the (sensitive) connection information.
This security option has the following effects:
• No connection information transit to the client side (extra secure mode).
• Limited Offline mode: It is not possible to refresh locally.
• In Offline mode: You can open, view and modify a report, but you cannot refresh a report offline, or modify or edit the query.
Note:
When working with multiple queries in a document: The refresh action works for the non-secured connection(s) only. A warning is displayed when at least one query is using a secured connection.
4.2.2 Connected mode
In Connected mode, you work while connected to a CMS. You can work with documents on the CMS or with local secured or unsecured documents. According to your security rights in the CMS, you can do the following:
• import documents from the CMS
• import universes from the CMS
• open local documents
• create documents
• edit documents
• refresh documents
• save documents locally
• export documents to the CMS
Security in Connected mode
When you work with documents in Connected mode, the security rights of your user account are applied by the CMS.
Connecting to the CMS in Connected mode
There are two ways of launching Web Intelligence Rich Client, and each connects to the CMS differently:
• When you launch from the BI launch pad, Web Intelligence Rich Client connects to the CMS within the same BI launch pad session, so no login is required. Communication with the CMS goes through HTTP to an application server, which reroutes the calls to the CMS and repository. No local middleware is required.
• When you launch locally, by logging in to Web Intelligence Rich Client through the Windows Start menu or by double-clicking WID document, Web Intelligence Rich Client connects to the CMS in client-server mode using the OCA/CORBA framework of the Enterprise SDK. You need the appropriate database middleware on your local machine.
Note:
In order to connect to an Essbase OLAP data source from SAP BusinessObjects OLAP products including universe design tool, Web Intelligence Rich Client and Web Intelligence, ensure that Essbase Client middleware is properly installed and configured on machines hosting those SAP BusinessObjects OLAP products. Specifically, ensure that Essbase Client environment variables ARBORPATH and ESSBASEPATH are created and set as Windows system environment variables (as opposed to Windows user environment variables).
Related Topics
•To work in Connected mode locally
•To work in Connected mode from the BI launch pad
4.2.2.1 To work in Connected mode from the BI launch pad
In Connected mode, security is handled by the CMS. You work with reports as you do when working in the BI launch pad. You do not need database middleware on your local machine when you launch in Connected mode from the BI launch pad.
1. Log into the BI launch pad.
2. Click Preferences at the top of the BI portal to display the "Preferences" dialog box.
3. Select "Web Intelligence" in the dialog box.
4. In the Modify section, select Desktop.
5. Click Save and Close.
6. Click the Documents tab.
7. Right-click a document and select Modify.
Web Intelligence Rich Client is launched on your computer in Connected mode. If it is not yet installed on your computer, it is installed from the BI launch pad.
If Web Intelligence Rich Client was already running on your computer, launching from the BI launch pad opens a new instance of the application. The document is not opened in the application instance that was already open.
Related Topics
•Connection modes
4.2.2.2 To work in Connected mode locally
To launch the desktop interface in Connected mode locally, the desktop interface must be installed on your computer. You must have already connected at least once to the CMS you want to work with using the desktop interface from the BI launch pad.
You need to have the middleware required to connect to the CMS installed on your computer.
In Connected mode, security is handled by the CMS. You work with reports in the desktop interface as you do from with the BI launch pad.
1. Launch the desktop interface.
2. Click Web Intelligence > Login as
An icon shows what kind of connection was used for the last connection with the CMS:
• An icon of a desktop computer means the desktop interface last connected to this CMS in client-server mode (local launch from the client computer). The name of the CMS is the server name.
• An icon of a globe means the desktop interface last connected to this CMS in HTTP mode from the BI launch pad. The name of the CMS is the full name of the connected cluster.
3. Enter a valid user name and password.
4. Select an authentication mode from the list.
Do not choose Standalone if you want to work in Connected mode. When you choose Standalone authentication you work in Standalone mode, with no CMS connection.
5. Make sure the Use in Offline Mode option is not selected.
6. Click Log In.
The desktop interface is launched in Connected mode. If the desktop interface was already running on your computer, launching it again opens a new instance of the application.
Related Topics
•Connection modes
4.2.3 Offline mode
In Offline mode, you are not connected to a CMS but CMS security still applies. You can work with local documents and universes that are secured by the CMS you select at login, or with unsecured local documents and universes. You can do the following:
• open local documents
• create documents (requires local universe and local connection server)
• edit documents
• refresh documents (requires local universe and local connection server)
• save documents locally
In Offline mode, you cannot import documents from or export documents to a CMS.
Security in Offline mode
When you connect to a CMS in Connected mode, your security rights in that CMS are downloaded to your computer. Each document and universe downloaded from a CMS contains within it an access control list identifying groups and users that have access rights to the document. In Offline mode, CMS security rights are applied by matching the access rights for the document or universe against the locally stored security file. For example, if a document was downloaded from a CMS to your local machine, and you do not have the right to open the document in the CMS from which it was downloaded, you cannot open the document on your local machine. If the security settings on objects do not allow working in offline mode, those objects cannot be included when the document is used later.
Before you can work in Offline mode with documents or universes secured by a CMS, you must first have connected to that CMS at least once in Connected mode. This allows downloading of the CMS security information to your local machine, and the display of the CMS as a choice in the System list on the login page. You can then log in in Offline mode and work with no CMS connection because the CMS security information is readable from the local file.
When working in Offline mode, you must have the appropriate universes and database middleware installed on your machine to be able to create or refresh documents. If you do not, you can still open, edit, and save documents locally as long as you have the appropriate security rights.
The security information for a CMS is stored in a local security information file with the LSI extension.
One computer can store LSI files for multiple CMSs.
4.2.3.1 To work in Offline mode
You must have already connected at least once to the CMS from which the document you want to work was exported, by launching the desktop interface from within the BI launch pad and opening the document in it.
1. Launch the desktop interface.
2. Select Open on the menu and select a document exported from the CMS whose security details are stored on your local machine.
The "User Identification" dialog box appears.
3. Select the CMS from the System list.
4. Type your username and password.
5. Select the authentification method from the Authentification list.
6. Select Use in Offline mode.
7. Click Log On.
4.2.3.2 To select default folders for local documents and universes
You can select a folder where local documents and universes are stored by default on your local machine.
1. In Design mode, click Application in the Properties tab.
2. Select the General tab.
3. Click Browse next to User documents and select the folder for documents.
4. Click Browse next to Universes and select the folder for universes.
4.2.4 Standalone mode
In Standalone mode, you are not connected to a CMS and no security is enforced. You can work with local, unsecured documents and universes only. You can do the following:
• open documents
• create documents
• edit documents
• refresh documents
• save documents locally
You cannot import documents from or export documents to a CMS.
The middleware required to create and refresh local, unsecured documents with local, unsecured universes must be installed on the computer on which you run Web Intelligence Rich Client.
4.2.4.1 To work in Standalone mode
Any middleware required to work with unsecured documents and universes must be installed on your computer.
1. Launch the desktop interface.
2. Select Open from the menu, navigate to and double-click the Web Intelligence (WID) document you want to open in Standalone mode.
3. In the User Identification dialog box that appears, select Standalone from the Authentification list.
4.2.5 Defining the Proxy Settings
You define the proxy settings when you use an internet proxy server to access any URLs or images in your reports. You do not need to define these settings for images that are embedded in a report. Check the settings on your internet browser to obtain the information required to define your proxy settings.
To define the proxy settings, perform the steps below:
1. In the "User Preferences" dialog, click the "Proxy" tab.
2. Define your "Http Proxy Host".
3. Define the "Http Proxy Port".
4. Define your "Https Host and Port Settings", or select Same as Http Proxy.
5. Click OK to save the settings and close the dialog.
4.3 Setting the interface and document locales
Locales determine the appearance of the application interface (for example, menu items and button text) and data (for example, date and number formatting).
There are three locales:
Description Locale
The locale of the Web Intelligence interface Product Locale
The locale of the data currently contained in the document
Document Locale
Description Locale
The preferred locale for displaying document data Preferred Viewing Locale
The locale settings determine how the locales interact to display document data.
4.3.1 The Product locale
The product locale is used to display the user interface (for example, menu items and button text).
Note:
The GetLocale function returns the Product Locale.
4.3.1.1 To set the Product locale in Web Intelligence Rich Client
1. Select Options from the main application menu to display the "User Preferences" dialog box.
2. Select the Locale tab.
3. Choose the Product locale from the Product locale list.
4.3.2 The Document locale
The Document locale formats the data in documents. For example, the Document locale determines the display of dates and numbers.
By default, the browser locale is used. A user can permanently associate the current Document locale with a document by saving the document with the Permanent Regional Formatting option selected.
Once a document has been saved with the option selected, the settings are ignored and the document data is always formatted using the saved Document Locale. This applies to all users, not just the user who selected the Permanent Regional Formatting option.
Note:
The GetContentLocale function returns the Document locale.
Related Topics
•To associate a locale with a document permanently
4.3.3 The Preferred Viewing locale
The Preferred Viewing locale is a user's preferred locale for displaying document data. The Document locale becomes the user's Preferred Viewing locale when the BI launch pad settings give the Preferred Viewing locale priority.
If the locale settings give the user's Preferred Viewing locale priority through the Use the Preferred Viewing Locale to format the data setting, the Document locale is set to the Preferred Viewing locale when the user opens a document. When the user saves the document, this Document locale is saved with the document.
If the settings do not give the user's Preferred Viewing locale priority, the data is formatted according to the Document locale saved with the document.
When a user creates a document, the user's Preferred Viewing locale is always assigned as the initial Document locale, whether or not the locale settings give the Preferred Viewing locale priority.
Note:
The GetPreferredViewingLocale function returns the Preferred Viewing locale. The GetLocalized function also uses the Preferred Viewing locale to display translated strings.
4.3.3.1 To set the Preferred Viewing locale
1. Select Options from the main application menu to display the "User Preferences" dialog box.
2. Select the Locale tab.
3. Select the Preferred Viewing locale from the Preferred viewing locale list.
4.3.4 To associate a locale with a document permanently
1. In Design mode, click Document on the Properties tab in the left panel to display the "Document Summary" dialog box.
2. Select Permanent regional formatting.
3. Click OK.
4. Save the document.
4.4 To set viewing preferences
1. In Design mode, click Application on the Properties tab to display the "User Preferences" dialog box.
2. Select the Viewing tab.
3. Select the measurement unit for report display in the Measurement unit section.
4. Select Show grid to display a grid for the alignment of report elements.
5. Select Snap to grid to align report elements to the grid automatically.
6. Set the value in Grid spacing to set the amount of space between the lines in the grid.
4.5 To change your password
You can only change your password if you are in client-server connection mode: you must have launched your Web Intelligence Rich Client session locally rather than from the BI launch pad.
1. Select Preferences from the BI launch pad toolbar.
2. Select Change Password.
3. Type your current password in the Old Password box.
4. Type your new password in the New Password box.
5. Type your new password again in the Confirm New Password box.
Your password is changed to the new password.
4.6 Working with universes in the Rich Client interface
4.6.1 Universe security in Web Intelligence Rich Client
Universe security in Connected mode
When you work with Web Intelligence Rich Client in Connected mode, you access CMS universes remotely. The CMS applies the security rights directly, in the same way as when you access universes from the BI launch pad.
In Connected mode, you cannot access local, CMS-secured universes. You must access the CMS universes remotely.
Universe security in Offline mode
To create or refresh a report in Offline mode, you must have first connected to the CMS in Connected mode. When you work in Connected mode with a CMS, a local security information (LSI) file is downloaded to your computer containing your security rights to the resources in the CMS.
When you try to create or refresh a report in Offline mode, you can use:
• locally installed universes that are not secured by the CMS
• locally installed universes which you are authorized to access, as verified by the LSI file
You cannot access universes on the CMS remotely, because in Offline mode you are working without a CMS connection.
Note that you need to have a Connection Server installed on the computer where you use Web Intelligence Rich Client in order to create or refresh documents in Offline mode.
Universe security in Standalone mode
In Standalone mode, you work with no security and no connection to the CMS. You can work with unsecured, locally installed universes only.
The middleware required to create and refresh local, unsecured documents with local, unsecured universes must be installed on the computer where you use Web Intelligence Rich Client.
4.6.2 Working with universes in Connected mode
When you perform desktop data analysis in Connected mode, you access CMS universes remotely.
The CMS applies the security rights directly, exactly as if you were performing data analysis from the
The CMS applies the security rights directly, exactly as if you were performing data analysis from the