Introduction to the Integration Option for Microsoft SharePoint...7 Chapter 1
What is the Integration Option for Microsoft SharePoint Software?...7
1.1
What Does This Guide Contain?...8
1.2
History of this Document...8
1.2.1
Who Should Use This Guide?...8
1.3
The SAP BusinessObjects Site Definition Template...11 Chapter 2
Overview of Product Capabilities...15 Chapter 3
Planning Your Installation...17 Chapter 4
Installation Overview...17
4.1
Prerequisites for Installing the Integration Option...18
4.2
System Requirements...19
4.3
Running a Silent Installation...19
4.4
Logging in to the Integration Option for Microsoft SharePoint Software...21 Chapter 5
Logging off from the Business Intelligence Platform Content...23 Chapter 6
The Web Parts...25 Chapter 7
Overview...25
7.1
Web Parts in the Integration Option for Microsoft SharePoint software...25
7.2
IOMS-Advertisement Web Part...26
7.2.1
IOMS-Content Explorer Web Part...26
7.2.2
IOMS-Crystal Report Viewer Web Part...30
7.2.3
IOMS-Analytical Report Viewer Web Part...31
7.2.4
IOMS-Document Viewer Web Part...31
7.2.5
IOMS-Xcelsius Viewer Web Part...31
7.2.6
IOMS-Display Search Results Web Part...32
IOMS-Recent Searches Web Part...35
7.2.9
Understanding Breadcrumb Behavior...37 Chapter 8
Breadcrumb Behavior on Site Pages Having IOMS-Content Explorer...38
8.1
The Global Breadcrumb in SharePoint 2010...40
8.2
Setting Preferences...43 Chapter 9
Overview...43
9.1
Setting the General Preferences...43
9.2
Setting the Web Intelligence Preferences...44
9.3
Selecting a Default View Format...45
9.3.1
Setting the Drill Options...45
9.3.2
Selecting a Formatting Locale for Web Intelligence Documents...47
9.3.3
Selecting an MS Excel Format for the Document...48
9.3.4
Setting the Crystal Reports Preferences...48
9.4
Selecting a Crystal Report Viewer...49
9.4.1
Crystal Report Viewers...50
9.4.2
Changing Your Password...53
9.5
Setting Web Part Properties...55 Chapter 10
IOMS-Content Explorer Web Part Properties...55
10.1
Setting the Start Folder Property...57
10.1.1
IOMS-Display Search Results Web Part Properties...58
10.2
Working with Objects...59 Chapter 11
Understanding Objects...59
11.1
Accessing Objects by Their Type...60
11.2
Organizing Objects...60
11.3
Creating a Folder or a Category...61
11.3.1
Editing the Properties of an Object...61
11.3.2 Sorting Objects...61 11.3.3 Deleting an Object...62 11.3.4 Copying an Object...62 11.3.5 Moving an Object...63 11.3.6
Creating a Shortcut to an Object...64
11.3.7
Assigning a Category to an Object...64
11.3.8
Setting Object Properties ...65
Creating Folders...68
11.5.3
Creating Web Intelligence Documents...68
11.5.4
Adding Objects...69
11.6
Adding Local Documents ...70
11.6.1
Scheduling Objects...70
11.7
Scheduling an object...71
11.7.1
Setting the Instance Title...72
11.7.2
Selecting a Recurrence Pattern...72
11.7.3
Scheduling an Object with Database Logon Information...73
11.7.4
Available Instance Formats...74
11.7.5
Specifying an Instance Destination...80
11.7.6
Applying a Record Selection Formula...85
11.7.7
Specifying Print Settings for a Crystal Report...86
11.7.8
Scheduling an Object with Events...86
11.7.9
Specifying the Settings of the Scheduling Server Group...87
11.7.10
Scheduling an Object with Parameters...88
11.7.11
Selecting a Cache Format for Web Intelligence Documents...89
11.7.12
Viewing the History of an Object...89
11.7.13
Viewing the Latest Instance of an Object...90
11.7.14
Pausing and Resuming an Instance...91
11.7.15 Object Packages ...92 11.7.16 Rescheduling an Instance...93 11.7.17 Replacing an Instance...93 11.7.18 Deleting an Instance...94 11.7.19
Sending Objects or Instances...94
11.8
Retrieving the Link to an object...95
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.
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: Description
Date Version
First release of this document after XI 3.1 SP4
3rd Au-gust, 2011 SAP BusinessObjects integration option for
Microsoft SharePoint software 4.0, Service Pack 2
New browser versions are supported in this release of the software. You find this informa-tion in the following topic:
Logging in to the Integration Option for Mi-crosoft SharePoint Software
BI workspace and Information Space are supported for viewing in this release of the software:
Understanding Objects 16th
March, 2012 SAP BusinessObjects integration option for Microsoft SharePoint software 4.0, Feature Pack 3
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 following table mentions the functionality of each of the above mentioned Web-pages provided to you by the “SAP BusinessObjects Site Definition” template:
Functionality Web page provided by
template
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. Home
Displays the reports shared with you by other users. Inbox
Displays all the reports to which you have access. Report Repository
This is the online help page for the integration option for Microsoft SharePoint .
Help
You can use this page to access and personalize the BusinessObjects' set-tings of the site created by the template.
User Preferences
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.
View Search Results
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.
User Actions
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.
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.
Note:
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 theSAP BusinessObjects Integration Option for Microsoft SharePoint software Administrator Guide.
Related Topics
•Understanding Breadcrumb Behavior
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.
Note:
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 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
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 theSAP 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, seeIntegration Option for Microsoft SharePoint software Administrator' Guide.
Note:
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
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.
Note:
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.
Note:
• 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 theSupported 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:
For SharePoint Serv-er 2010
For SharePoint server 2007
Requirement
Windows 2008 64 bit operating systems
supported Operating System
Two dual core 2.8 GHz
Two dual core 2.8 GHz Processor 8 GB Minimum 3GB ;Recom-mended 4GB RAM 1.3 GB 1.3 GB
Minimum disk space
1.4 GB 1.4 GB
Free Space required for installation with all Lan-guage Packs
Note:
• 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 theSAP BusinessObjects Enterprise XI 4.0 Platform Availability Matrix document.
4.4 Running a Silent Installation
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
Note:
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.
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.
Note:
• If your administrator has not done any explicit updates to logon page parameters in the Web.configfile 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 theSAP 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.
Note:
• 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
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.
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
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.
Note:
• 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 theSAP 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.
Note:
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
Description Option
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.
New
This tab provides you with the option to upload a new file such as a Local
Docu-ment at any location within the directory structure. Upload
This tab allows you to perform various actions such as Organize (Cut, Copy,
Paste, Delete, Create ShortCut etc.) , Send , View Properties, Assign Cate-gories, Schedule, Discuss an Object file.
Actions
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 Show
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.
Note:
• 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:
Indicates Column title in default view of
List-panel
The icon image of the document type.
Type
The name of the file or document.
Title
If the object is a schedulable object, this object will show the time-stamp of when it was last run.
Last Run
Displays the owner of the document.
Owner
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.
Instances
Document type in text format such as PDF, Word etc.
Type Description
Note:
• 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
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”.
Note:
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.
Note:
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.
• 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.
Note:
• 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.
Note:
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.
Note:
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.
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.
Note:
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
"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.
Note:
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 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 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.
Note:
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 theSAP 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
• 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.
Note:
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 theSAP BusinessObjects Integration Option for Microsoft SharePoint Administrator Guide.
Note:
The “IOMS-Recently Viewed” and “IOMS-Recent Searches” Web Parts are also referred to as helpful units.
Related Topics
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
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
Note:
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 theSAP BusinessObjects Integration Option for Microsoft SharePoint software Administrator Guide.
8.1 Breadcrumb Behavior on Site Pages Having IOMS-Content Explorer
Breadcrumb example Content of Child Folder is
displayed directly on Child Fold-er Parent or the Root Folder
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
"Home" page of out-of-the-box site template
My
Favorites All
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 "Inbox" page of
out-of-the-box site template Inbox
All
You click on the folder Sales_2011_Forecast in IOMS-Content explorer on the "Reports Repository" page of your site named "My Busi-nessSite". The breadcrumb displays:
My BusinessSite > All > Report Repository > Sales_2011_Forecast "Report Repository" page of
out-of-the-box site template Report
Repository All
Breadcrumb example Content of Child Category is
displayed directly on Child
Cat-egory Parent or the
Root Category
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
"Home" page ("My Favorites" section) of the out-of-the-box site template
Person al All
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 "Report Repository" page of
the out-of-the-box site tem-plate
Corpo rate All
• 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
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 (icon) that appears before the tabs of your SAP BusinessObjects site:
Note:
The global breadcrumb does not appear when the platform is Microsoft SharePoint 2007.
Related Topics
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.
Note:
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.
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.
Note:
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.
Note:
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
4. Click OK.
9.3.2 Setting the Drill Options
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.
Note:
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.
Note:
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.
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.
Note:
For more business examples of drill options and detailed understanding of drill on Web Intelligence reports, refer to theSAP 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.
Note:
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.
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.
