Web Intelligence Report Conversion

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Web Intelligence Report Conversion

Purpose of this Training Guide ... 2

Exporting Reports to the Repository ... 2

Opening a Remote Desktop Session ... 5

Opening the Report Conversion Tool ... 7

Converting Reports ... 8

Editing and Saving Web Intelligence Reports ... 12

Viewing Conversion Results Report ... 16

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Purpose of this Training Guide

The purpose of the document is to provide users with a step by step guide on how to convert their existing Desktop Intelligence (.rep) reports into Web Intelligence (.wid) reports.

This Training Guide will prepare Business Objects users to:

1. Export locally stored reports to the Business Objects Repository. 2. Access the Report Conversion tool.

3. Run the Report Conversion tool.

4. Access the Report Conversion Results report.

5. Understand common errors that may be encountered when converting reports.

Exporting Reports to the Repository

Before any Desktop Intelligence reports that you have saved locally can be converted to Web Intelligence, they must be exported to the Business Objects repository (InfoView). We suggest that you move all reports that you plan to convert to a single folder in your Favorites folder.

1. Open Desktop Intelligence

2. Enter your User Name and Password

3. Click OK

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3 4. Click Cancel

5. Select File  Export to Repository The Export window is displayed:

6. In the Send To box, expand Eddie Favorites 7. Create a new folder by clicking the New button 8. Enter Webi Conversion in the Folder Name box

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10. Select the Webi Conversion folder

11. In the Document(s) to Send box, click Browse

12. Select all the reports to convert. Hold the Ctrl key to select multiple documents

13. Click Add

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Note: You may need to select reports from various locations, depending on where you

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14. Click OK to begin export The Export was Successful message is displayed when export is complete:

15. Click OK

16. Close Desktop Intelligence.

Opening a Remote Desktop Session

The Report Conversion Tool is available for use by connecting to a Remote Desktop session. 1. Click on the Start Menu.

2. In the Search Programs and Files box, type Remote Desktop

3. Select Remote Desktop Connection from the list of programs in your search results.

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Note: To speed up processing time in the Report Conversion Tool, select Categories to

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6 The Remote Desktop Connection window is displayed:

4. Click the Show Options drop-down menu In the Computer Name field, enter:

UIC, UIUC, and UIS: desktop.uillinois.edu University Administration: uadesktop.uillinois.edu

5. In the User Name field, enter your domain name\netid:

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7 6. Click Connect

The Windows Security window is displayed.

7. Enter your Windows password and click OK. The Remote Desktop connection is started.

Opening the Report Conversion Tool

1. From your remote desktop session, click on the Start Menu.

2. Select All Programs  Business Objects XI 3.1  Report Conversion Tool 3.1

The Business Objects login window is displayed

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4. Enter your Business Objects User Name and Password. 5. Click OK

The Report Conversion Tool window is displayed:

Converting Reports

1. Expand the folders to locate the reports to convert:

User Folders My Folders Favorites Webi Conversion

2. Select the reports to convert

3. Click to add them to the list on the right.

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Note: You may experience a delay when expanding the User Folders. This issue has

been reported to SAP and we hope to have this resolved soon. Assigning categories to your reports and using the Category view can speed up this processing time.

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9 4. Click

The Conversion Status window displays the current status of each report being converted. While reports are being converted, the status will show Converting. Once each report has gone through the conversion process, the status will show Fully Converted, Partially Converted, or Not Converted.

5. Click

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6. If you have any partially converted or not converted reports, check the Save conversion results to audit

database checkbox.

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Note: The audit table report will give you more information on what caused a report to not fully

convert. The report will show each report converted by your user id. You can enter a comment in the comment field if you want to distinguish multiple attempts to convert the same report.

7. Click

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11 The Publish Documents window is displayed:

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Note: Disregard the Open Audit Report option at this point. We have created a more

useful report for you to see your result details. See View Conversion Results section for view this report.

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Note: By default, all Fully Converted and Partially Converted documents will be checked

to be published to Web Intelligence. The Target Folder column shows the location that the reports will be published to, and it defaults to the Web Conversion folder you created in your favorites in EDDIE/InfoView.

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12 The publish status window is displayed:

9. Click

10. To exit the Conversion Tool, click 11. Click Yes to exit.

12. Log off Remote Desktop by clicking the Start button and then click

Editing and Saving Web Intelligence Reports

If you want to make changes to your Web Intelligence reports, or want to save them locally to your computer, you can import them from InfoView to the Web Intelligence Rich Client.

1. Start Web Intelligence Rich Client.

Start  All Programs  Business Objects XI3.1  Business Objects Enterprise Client Tools  Web Intelligence Rich Client

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13 The Web Intelligence home page is displayed:

3. Select Import a document from the repository

4. Expand My Favorites folder 5. Select the Webi Conversion folder 6. Select the document(s) to import.

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Note: It is best to import your documents one at a time, or in small batches (less than 10).

The reason for this is that all documents will be opened in Web Intelligence at the end of the import so they can be saved locally. Importing a large number of documents at once may cause delays in the import process.

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14 8. Click Import

The Import Successful message is displayed:

9. Click Click to Continue link 10. Click the Open All button

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15 12. Select the location to save document to.

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Note: If you want other users to be able to view this report, check the Save for all users

and Remove document security checkboxes.

13. Click the Save button.

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Viewing the Conversion Results Report

If you have reports that failed to convert or were only partially converted, the Conversion Results report will provide you with information regarding the conversion failure. This report can be found in the public folders in InfoView.

1. Go to the EDDIE webpage: https://eddie.ds.uillinois.edu/

2. Click Log in to EDDIE

3. Enter your business objects user name and password and click Log On 4. Select Document List

5. Select Folder View (If not already selected)

6. Locate the report by expanding these folders:

Public Folders Report Conversion Tool Report Conversion Tool Documents  Report Conversion Audit Documents

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8. Click the Input Control icon located at the bottom of the left report panel.

9. To view the results for a specific document, select the document from the Document Name drop-down list.

10. To filter the results by Conversion Status, check the desired status box(es).

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Note: For more information on Error Messages, see Appendix A: Report Conversion

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Appendix A: Report Conversion Error Messages

Not all the Desktop Intelligence documents can be converted with the Report Conversion Tool (RCT). The level of conversion depends on the features that are used in the original report. Desktop Intelligence features that are not yet available in Web Intelligence are not converted which can lead to error messages. Below are some of the error messages you may receive while running the conversion tool. If you are not able to convert the report using the conversion tool, please contact DS and we will help you get the report converted. The other option is to recreate the report manually in Web Intelligence.

Status

Message

Next Steps

Fully Converted

Report Converted Successfully - Please check formatting and verify contents Not Converted .wid document

could not be generated due to unknown reason

Possible permission issue

Not Converted null, Universe not found

Make sure the conversion is not running on your desktop. The report should be migrated to a folder within Business Objects.

Not Converted Unsupported Data Provider

Not Converted Unsupported

user object Partially Converted A formula from a Desktop Intelligence block filter cannot be migrated into a Web Intelligence block filter

In DeskI, on the "Format filters" panel, you can drag and drop filters among multiple blocks or make it as global filter.

In WebI, during the conversion, complex block and global filter could be removed in some cases. Regarding the usability, in WebI, you cannot drag and drop filters among multiple blocks and global, you need to recreate filter for different blocks manually. Another approach is to use input control, which provides flexibility to choose the range of filter.

http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Across options for crosstabs are not available in Web Intelligence

1) This may be happening because of a footer across the page. Try removing the page footer on the Format -> Table dialog.

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Converted

Block filters on measures do not have the same behavior in Web

Intelligence

DeskI can filter a measure in a block.

In WebI: During conversion the filter is removed. You may add the filter after conversion, or use input control to apply the filter in a different way.

Http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Blocks cannot be folded in Web Intelligence

In DeskI: You may fold/unfold tables, sections and breaks.

In WebI: To fold/unfold vertically is delivered starting from XI3.1 SP2. After conversion, all the report elements are unfolded.

In BI4.0, the feature has been enhanced to fold horizontally as well as vertically on Sections, Table and Breaks.

Furthermore, you can fold/unfold over the web which is not possible in DeskI.

http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Breaks cannot be folded in Web Intelligence

In DeskI: You may fold/unfold tables, sections and breaks.

In WebI: To fold/unfold vertically is delivered starting from XI3.1 SP2. After conversion, all the report elements are unfolded.

In BI4.0, the feature has been enhanced to fold horizontally as well as vertically on Sections, Table and Breaks.

Furthermore, you can fold/unfold over the web which is not possible in DeskI. http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Breaks in Web Intelligence can only be set on objects present in the block

In DeskI: You can break a block on a column which is not part of the block. In WebI: The break is removed during the conversion. In WebI, a workaround is to create a section with the column which is not part of the block, then remove the section label.

http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Breaks in Web Intelligence can only be set on one dimension

In DeskI: When defining a break, you can apply breaks of multiple columns within one single level.

In WebI: During conversion, the setting is removed. In WebI, this can be done by using formatting options. For examples, you can firstly add two breaks, in the "Manage breaks" window, enable the break header and foot for one break, and disable them for the other.

http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Conditional or permanent Hide Footer does not exist in Web Intelligence

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Conditional or Permanent Hide Block not available in Web Intelligence Partially Converted Conditional or Permanent Hide Cell does not exist in Web Intelligence

In DeskI: This enables hiding content based on thresholds.

In WebI: On XI3.1, there is workaround that columns can be hidden by using Alerters, when condition true (set always true) then apply formula to swap object in that same column. BI 4.0 release provides the conditional hiding functionality. http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Conditional or permanent Hide Header not available in Web Intelligence Partially Converted Detail variables have no associated dimension in Web Intelligence Partially Converted Function not available in Web Intelligence

DeskI has functions which are not corresponding to functions in WebI, including: ApplicationValue, BlockNumber, CurrentPage, GetProfileNumber, GetProfileString, Hyperlink, OLAPQueryDescription, PageInSection.

In WebI: During conversion, these functions are replaced with

RepFormula("original_syntax"). Besides, the function CountAll is changed to WebI syntex as Count([object_name]; IncludeEmpty; All); and the function "MultiCube" is renamed to "ForceMerge".

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21 Partially Converted Objects cannot be hidden in Web Intelligence documents

In DeskI: This enables hiding content based on thresholds.

In WebI: On XI3.1, there is workaround that columns can be hidden by using Alerters, when condition true (set always true) then apply formula to swap object in that same column. BI 4.0 release provides the conditional hiding functionality. http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Page break footer before page break does not exist in Web Intelligence

In DeskI: You can define the Page break header/footer. In WebI: During conversion, the setting is removed. http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Page break header after page break is not available in Web Intelligence

In DeskI: You can define the Page break header/footer. In WebI: During conversion, the setting is removed. http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Page setup options are not implemented in Web

Intelligence (First page number, page order, scale, Fit to N pages)

In DeskI: You may setup the page options for each document.

In WebI: During conversion, original page setup options are lost and default Web Intelligence page options are applied

http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence

Partially Converted

Sorts on query objects are not supported

In DeskI: You can apply sort at the query level.

WebI doesn't apply sort at the query level, during the conversion the sort on query is removed. Anyway, you can apply the sort at the report level.

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22 Partially Converted The formula of a global filter in Desktop Intelligence cannot be migrated into a Web Intelligence report filter

In DeskI: On the "Format filters" panel, you can drag and drop filters among multiple blocks or make it as global filter. During the conversion, complex block and global filter could be removed in some cases.

In WebI: You cannot drag and drop filters among multiple blocks and globale, you need to recreate filter for different blocks manually. Another approach is to use input control, which provides flexibility to choose the range of filter. http://wiki.sdn.sap.com/wiki/display/BOBJ/Conversion+from+Desktop+Intellig ence+to+Web+Intelligence Partially Converted Unsupported 'Do not regenerate SQL' option Partially Converted Unsupported 'Do not retrieve data' option

In DeskI: This helps you to build the report structure without retrieving the data. The option is lost during conversion.

In WebI: You can accomplish the behavior in a different approach. Beside the "Close" button on the Edit query panel, there is an arrow, click on the arrow, you will find two options: one is "Apply changes and close", the other is "Revert changes and close". If you choose the first one, you go to the edit report mode, and you can build the report structure without retrieving the data.

Web Intelligence Report Conversion