SAP BusinessObjects Mobile User Guide
■ SAP BusinessObjects Mobile XI 4.0
2010-11-05
Copyright
© 2010 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP
Business ByDesign, and other SAP products and services mentioned herein as well as their respective
logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business
Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web
Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well
as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the
United States and in other countries. Business Objects is an SAP company.All other product and
service names mentioned are the trademarks of their respective companies. Data contained in this
document serves informational purposes only. National product specifications may vary.These materials
are subject to change without notice. These materials are provided by SAP AG and its affiliated
companies ("SAP Group") for informational purposes only, without representation or warranty of any
kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The
only warranties for SAP Group products and services are those that are set forth in the express
warranty statements accompanying such products and services, if any. Nothing herein should be
construed as constituting an additional warranty.
2010-11-05
Contents
About the SAP BusinessObjects Mobile User Guide.............................................................5Chapter 1
1.1
1.2
2.1
2.2
2.2.1
2.2.2
3.1
3.1.1
3.1.2
3.2
4.1
4.2
4.3
4.3.1
4.3.2
4.3.3
4.4
4.5
The information in the SAP BusinessObjects Mobile user guide...............................................5
Target audience for the SAP BusinessObjects Mobile user guide............................................5
Introducing SAP BusinessObjects Mobile..............................................................................7Chapter 2
SAP BusinessObjects Mobile overview....................................................................................7
SAP BusinessObjects Mobile business intelligence features....................................................8
Supported documents..............................................................................................................8
Supported business intelligence functionality...........................................................................9
Downloading the Application to your Mobile........................................................................11Chapter 3
Installing the SAP BusinessObjects Mobile application...........................................................11
Device prerequisites and device type support........................................................................11
Downloading the SAP BusinessObjects Mobile client application from a web site..................12
Restrictions and recommendations for specific mobile devices..............................................12
Accessing SAP BusinessObjects Mobile..............................................................................15Chapter 4
Launching SAP BusinessObjects Mobile................................................................................15
Configuring your device to access the SAP BusinessObjects Enterprise server.....................15
Logging into SAP BusinessObjects Mobile............................................................................16
Accessing SAP BusinessObjects Mobile home page.............................................................17
Accessing local and server documents...................................................................................18
Connecting automatically.......................................................................................................19
Running SAP BusinessObjects Mobile in the background......................................................20
Exiting the SAP BusinessObjects Mobile application..............................................................20
5.1
5.2
5.2.1
5.2.2
Interacting with Business Intelligence Documents...............................................................23Chapter 5
Searching documents.............................................................................................................23
Viewing options and defaults..................................................................................................23
Setting your viewing options..................................................................................................24
Viewing documents in panoramic mode.................................................................................25
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Contents
5.2.3
5.2.4
5.2.5
5.3
5.4
5.4.1
5.4.2
5.4.3
5.5
5.5.1
5.6
5.6.1
5.6.2
5.6.3
5.7
5.7.1
5.7.2
5.7.3
5.7.4
5.8
5.9
5.9.1
5.9.2
5.9.3
5.10
5.10.1
5.10.2
5.10.3
5.10.4
5.10.5
5.11
5.11.1
5.11.2
5.11.3
Setting a default folder...........................................................................................................26
Setting a default document....................................................................................................26
Unselecting a default document or folder...............................................................................27
Language support for document viewing................................................................................28
Accessing documents............................................................................................................28
Opening documents...............................................................................................................28
Supported features in Mobile documents...............................................................................29
Viewing document properties.................................................................................................31
Navigation menus and shortcuts............................................................................................32
Quick reference to keypad shortcuts......................................................................................32
Drilling on data to gain insight on results................................................................................34
Drilling on a report..................................................................................................................34
Drilling on a graph or chart.....................................................................................................34
Drilling across to related reports............................................................................................35
Performing follow-up actions..................................................................................................35
Displaying contact details using elookup/plookup..................................................................36
Sending an SMS....................................................................................................................37
Making a call..........................................................................................................................37
Sending an e-mail...................................................................................................................37
Sending the URL of the BI document by e-mail......................................................................38
Refreshing results and synchronizing documents...................................................................38
Synchronizing documents......................................................................................................39
Refreshing reports with the latest data...................................................................................39
Using prompts and parameters..............................................................................................40
Subscribing to alerts..............................................................................................................42
Quick reference to alerts........................................................................................................42
Subscribing to an alert...........................................................................................................43
Viewing alert properties.........................................................................................................45
Managing Alerts.....................................................................................................................45
Managing Alert Subscriptions.................................................................................................46
Working with documents stored locally on your device..........................................................46
Working with local documents................................................................................................47
Saving documents locally on your device...............................................................................47
Deleting local documents.......................................................................................................48
More Information...................................................................................................................49Appendix A
Index 51
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About the SAP BusinessObjects Mobile User Guide
About the SAP BusinessObjects Mobile User Guide
1.1 The information in the SAP BusinessObjects Mobile user guide
This guide explains how to:
• install SAP BusinessObjects Mobile onto a mobile device, such as a Smartphone or PDA.
• use the SAP BusinessObjects Mobile features to interact remotely with business intelligence
information located on a SAP BusinessObjects Enterprise server.
Note:
The workflows described here are generic and do not take into account the differences between
supported mobile devices or their operating systems. Your mobile device, or the operating system it
uses, can propose additional menu options at various stages of the workflows.
1.2 Target audience for the SAP BusinessObjects Mobile user guide
This guide is aimed at business professionals on the move who use SAP BusinessObjects Mobile to
interact with business intelligence data via a mobile phone or PDA.
Related Topics
• Document design recommendations
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About the SAP BusinessObjects Mobile User Guide
2010-11-056
Introducing SAP BusinessObjects Mobile
Introducing SAP BusinessObjects Mobile
2.1 SAP BusinessObjects Mobile overview
SAP BusinessObjects Mobile consists of a client-side application for mobile devices and a Mobile server
component that communicates with the SAP BusinessObjects Enterprise server. Using SAP
BusinessObjects Mobile, professionals on the move can access business intelligence information from
a mobile device, such as a Smartphone or PDA.
The application is designed specifically to meet the screen size and interactivity constraints of mobile
devices. Business intelligence documents and reports are displayed on supported mobile devices with
native rendering, single-click access and device-appropriate user interactivity.
The SAP BusinessObjects Mobile client-side application needs to be downloaded to each mobile device.
This application exists in different versions for the following device types:
• BlackBerry
• Symbian series-60
• Windows Mobile
Although SAP BusinessObjects Mobile can work on data infrastructures like GPRS, the best performance
is experienced on 3G, 3G+ or EDGE networks.
Related Topics
• SAP BusinessObjects Mobile business intelligence features
• Device prerequisites and device type support
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Introducing SAP BusinessObjects Mobile
2.2 SAP BusinessObjects Mobile business intelligence features
Using SAP BusinessObjects Mobile, professionals on the move can analyze, interact with, and be
alerted about changes to critical data related to their business interest easily at any time.
Related Topics
• Supported documents
• Supported business intelligence functionality
2.2.1 Supported documents
SAP BusinessObjects Mobile provides users of a mobile device with remote access to the following
types of business intelligence document:
• Interactive Analysis documents
• Crystal Reports documents
Note:
SAP BusinessObjects Mobile supports viewing Crystal reports and interactive analysis documents
created by using SAP BW.
Depending on the document type, you can view, analyze and interact with the data it contains in a
variety of ways. Detailed information on the supported document features that can be leveraged using
SAP BusinessObjects Mobile is provided in the
practices for mobile document design
Related Topics
• Supported business intelligence functionality
section available at: http://help.sap.com
Designing BI documents for mobile users guide: Best
2.2.1.1 Document design recommendations
The amount of memory available on your mobile device determines the size of reports you can view
using SAP BusinessObjects Mobile. However, it is recommended that both the size and the complexity
of reports designed for Mobile users conform to SAP BusinessObjects best practice information available
in the
Designing BI Documents for Mobile Users
guide.
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Introducing SAP BusinessObjects Mobile
Following some simple design guidelines ensures that reports displayed on small mobile devices meet
the usability requirements expected by users.
2.2.2 Supported business intelligence functionality
Using SAP BusinessObjects Mobile, you can leverage a wide range of features and functionality to
manage your Business Intelligence (BI) documents and data. Key features include the ability to:
• set up a default document or folder that opens automatically whenever you log into the application
• refresh reports to retrieve the most up-to-date data
• view results using keypad shortcuts
• navigate to related documents by using hyperlinks on reports
• view filtered results by modifying prompt values
• receive alerts when a specific document is modified, a condition is met, or a schedule is run
• take follow-up actions by clicking on report cells to launch an SMS, phone call or e-mail
• save documents locally and consult them offline, to mitigate network interruptions and minimize
communication costs
• send a link of BI documents by e-mail
• search BI documents in the Mobile category.
When viewing interactive analysis reports, you can also:
• drill on results to analyze detailed or summary data.
• track data changes through customizable highlighting set up by the document creator.
2.2.2.1 Functional limitations
SAP BusinessObjects Mobile presents some functional limitations due to the technical and design
constraints of mobile devices.
Device types
SAP BusinessObjects Mobile is not guaranteed to work on all mobile devices and operating systems.
For the list of supported devices and operating systems, see: http://service.sap.com/bosap-support
Report sizing
Documents containing large data sets can saturate available memory on the mobile device. This issue
can be mitigated by designing smaller reports.
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Introducing SAP BusinessObjects Mobile
Interactive analysis document features
Dynamic or cascading prompts in interactive analysis documents are not supported for viewing with
SAP BusinessObjects Mobile.
Crystal Reports features
The following features are not supported in Crystal Reports:
• Active-X content
• suppression at view time
• changing filters
• dynamic and cascading parameters
• prompting for database logons
• crosstabs (used to report on data from OLAP data sources)
Note:
The structure of Crystal reports means that when you navigate reports cell-by-cell via your device, you
skip adjacent cells. We recommended that you view Crystal reports in Panoramic mode, so you can
easily scroll to specific columns and rows. With a Crystal report open on the device, launch the device
menu and select Enter panoramic mode.
Related Topics
• Device prerequisites and device type support
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Downloading the Application to your Mobile
Downloading the Application to your Mobile
3.1 Installing the SAP BusinessObjects Mobile application
Before you proceed to download the SAP BusinessObjects Mobile client application to your mobile
phone or PDA, verify that the brand and model is listed among the supported mobile devices. You can
either contact the appropriate IT administrator at your organization or consult: http://ser
vice.sap.com/bosap-support
There are three download methods:
• Download the client application from a web site using standard OTA (Over-The-Air) protocol for the
transmission and reception of application-related information in a wireless communications system.
Contact your IT administrator to obtain the web site URL.
• If you want to download the Mobile client application to a BlackBerry device registered on your
corporate BlackBerry Enterprise Server (BES), your IT administrator can push the SAP
BusinessObjects Mobile client application to your BlackBerry, so that the application is downloaded
automatically.
• Download the client application from your desktop computer using another data transmission method,
like the data cable supplied with your device or Bluetooth technology, using the Desktop Manager
software supplied by your device manufacturer.
It is recommended that only IT and technical specialists use this method to download the application.
This download option is of interest if administrators or power users want to test the application on
a single device.
Related Topics
• Downloading the SAP BusinessObjects Mobile client application from a web site
• Launching SAP BusinessObjects Mobile
3.1.1 Device prerequisites and device type support
For complete list of supported devices, databases, and operating systems, see Products Availability
Report (PAR) document available at: http://service.sap.com/bosap-support
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Downloading the Application to your Mobile
3.1.2 Downloading the SAP BusinessObjects Mobile client application from a web
site
Before you proceed to download the SAP BusinessObjects Mobile application to your device:
• verify that your mobile device model is listed among the supported mobile Smartphones or devices
You can either consult your IT administrator for this information or visit the SAP BusinessObjects
supported platforms web site page at: http://service.sap.com/bosap-support
• obtain the application download web site URL from your IT administrator
To download the SAP BusinessObjects Mobile client application using OTA (Over-The-Air) protocol:
1.
Navigate to the download website in one of the following ways:
• Launch the web browser option on your device, and then type in the URL of the SAP
BusinessObjects Mobile client application download page provided to you by your IT administrator.
• If your IT administrator sends you the link to the server directly via email or SMS, click the link
in the message to go directly to the download website.
The website automatically detects your device type and selects the appropriate version of the client
application for you to download.
2.
If the automatic selection is disabled, you can manually select the appropriate version from a list.
3.
Click Download.
The SAP BusinessObjects Mobile application is downloaded to your device. The SAP BusinessObjects
Mobile icon appears with the other applications icons.
Related Topics
• Configuring your device to access the SAP BusinessObjects Enterprise server
3.2 Restrictions and recommendations for specific mobile devices
Due to design differences between mobile devices and the operating systems they use, your experience
of SAP BusinessObjects Mobile can vary depending on the phone or device you use.
Menu options and workflows
Most SAP BusinessObjects Mobile menu options and workflows are the same regardless of which
mobile device you use. However, some device-specific menus and options can alter the display of the
SAP BusinessObjects Mobile menus.
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Downloading the Application to your Mobile
Installation folder name
The installation folder in which the SAP BusinessObjects Mobile application is installed can differ
depending on your phone and mobile operator.
Related Topics
• Device prerequisites and device type support
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Downloading the Application to your Mobile
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Accessing SAP BusinessObjects Mobile
Accessing SAP BusinessObjects Mobile
4.1 Launching SAP BusinessObjects Mobile
The SAP BusinessObjects Mobile icon appears with the icons for the other applications on your mobile
device.
• To launch SAP BusinessObjects Mobile, select the SAP BusinessObjects Mobile application icon,
and depending on the type of device you are using:
• Double-click the wheel.
• Click the center button.
• Select the application icon on the device touch screen with a stylus.
The SAP BusinessObjects Mobile splash screen displays for a few seconds. You are ready to log
into the SAP BusinessObjects Enterprise server.
Related Topics
• Logging into SAP BusinessObjects Mobile
• Running SAP BusinessObjects Mobile in the background
4.2 Configuring your device to access the SAP BusinessObjects Enterprise server
Before you configure your device to connect to the SAP BusinessObjects Enterprise server, obtain the
following details:
• the SAP BusinessObjects Mobile server name
• the proxy server port
• the CMS name
• the server authentication type
These details can be obtained from your IT administrator.
If your IT administrator pre-configures the SAP BusinessObjects Mobile application before it is
downloaded to your device, connection to the SAP BusinessObjects Enterprise server is automatic and
configuration is not necessary. However, if the application was not pre-configured, then the first time
2010-11-0515
Accessing SAP BusinessObjects Mobile
you connect to the SAP BusinessObjects Enterprise server, you must enter the connection and
authentication information manually.
To enter the connection and authentication information:
1.
Launch the SAP BusinessObjects Mobile application on your mobile device.
The Login screen appears.
2.
Launch the device menu, and then select Connection settings.
3.
On the "Connection Settings" screen, specify the following:
a. In the Mobile Server field, enter the Mobile server name provided to you by your IT administrator.
If you are connecting to a BlackBerry Internet Server (BIS), type "!" at the end of the server name.
If you are connecting to the Mobile server via a Direct TCP connection, type "*" at the end of the
server name.
b. In the Port nbr field, enter the proxy server port provided to you by your IT administrator.
c. In the CMS name field, enter the SAP BusinessObjects Enterprise server name provided to you
by your IT administrator.
d. In the Auth. Method field, select the authentication method set up for you by your IT administrator.
The options are:
• Enterprise
• LDAP
• Windows AD
• SAP R3
4.
Launch the menu and select one of the following:
• Select Save to save your changes.
• Select Back to cancel your changes.
5.
Return to the "Login" screen.
Related Topics
• Logging into SAP BusinessObjects Mobile
• Connecting automatically
4.3 Logging into SAP BusinessObjects Mobile
Once you have launched the SAP BusinessObjects Mobile application on your mobile device, enter
valid login credentials to access your local documents and SAP BusinessObjects Enterprise server
documents.
Note:
The IT administrator must grant you the appropriate rights for you to access and interact with documents
via SAP BusinessObjects Mobile.
To log into SAP BusinessObjects Mobile:
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Accessing SAP BusinessObjects Mobile
1.
On the Login page, enter the appropriate information into the following mandatory fields:
a. User - the SAP BusinessObjects user name assigned to you by your IT administrator
b. Password - the password you or your administrator define in SAP BusinessObjects BI launch
pad
2.
If you want to avoid entering your user name and password each time you log into SAP
BusinessObjects Mobile, select Save password.
Note:
You can set your login options so that each time you launch the SAP BusinessObjects Mobile
application, you are logged into BusinesssObjects Mobile automatically. This saves you time when
you want to consult data quickly without spending time on the login procedure. Your connection to
your live data on the server is automatic which can pose a security threat if your device is lost or
stolen.
3.
If you want to start SAP BusinessObjects Mobile automatically each time you switch on the device,
select Auto-connect.
Note:
If you select this option, the Save password option is automatically selected and the Work offline
option is disabled. Both options are hidden until you deselect Auto-connect.
4.
If you only want to access documents stored locally on your device and not to access the SAP
BusinessObjects Enterprise server online, select Work offline.
Note:
After your first login, you can work with documents stored locally on your device without being
connected to the SAP BusinessObjects Enterprise server. This is useful if you are experiencing
wireless network issues or simply want to work on business intelligence data while on the move
without communication cost. Your first login must be to the SAP BusinessObjects Enterprise server
so that you can retrieve server documents and store them locally on your device. On subsequent
logins, select this option to choose not to connect to the server and work with previously saved
documents.
5.
Launch the menu and select Login to access SAP BusinessObjects Mobile.
Related Topics
• Connecting automatically
• Working with documents stored locally on your device
• Setting a default folder
• Setting a default document
4.3.1 Accessing SAP BusinessObjects Mobile home page
When you connect to the SAP BusinessObjects Mobile application, the application displays the home
page containing links to view local documents, server documents, Mobile-ready documents, most
recently viewed documents, and a option to search mobile-ready documents.
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Accessing SAP BusinessObjects Mobile
Note:
• If your Mobile-ready documents link does not display any documents, then it signifies that your
administrator has either not set up the Mobile category, or the document list is empty.
• You can override the home page behaviour by setting up a default folder or document. For information
about setting a default folder or document, refer to the topics in the Related links.
To navigate to the home page from anywhere within the application, select the Go to home page option
from the menu.
Related Topics
• Setting a default document
• Setting a default folder
4.3.2 Accessing local and server documents
Once you have logged into the SAP BusinessObjects Mobile application on your mobile device, you
can choose whether you want to view:
• Local documents
These documents are stored locally on your device. You can synchronize local documents with the
online versions of the same documents as currently published on the SAP BusinessObjects Enterprise
server.
Note:
When you synchronize your mobile device with the SAP BusinessObjects Enterprise server, any
local documents that no longer exist on the server are automatically deleted from your device. For
example, if you save a copy of a server document called LocDoc1 to your device and the server
version is deleted later, the next time you save a different server document to your device, LocDoc1
is deleted.
• Server documents
These documents are stored on the SAP BusinessObjects Enterprise server and are therefore only
accessible in online mode when you are connected to the server.
Related Topics
• Logging into SAP BusinessObjects Mobile
• Working with documents stored locally on your device
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Accessing SAP BusinessObjects Mobile
4.3.3 Connecting automatically
You can set your login options to Auto-connect, so that each time you turn on your device, you are
logged into the SAP BusinesssObjects Enterprise server automatically. This means you can consult BI
data quickly without spending time on the login procedure.
Note:
The duration of a session, as defined by your IT administrator, ensures that SAP BusinessObjects
Mobile disconnects from the SAP BusinessObjects server when the application is not used on the
device after a specified time. However, when a mobile device has Auto-connect as its default, your
password is saved so that your device connects automatically to the server and logs back in automatically
whenever your session expires. This means that setting your login to Auto-connect and saving your
password on the device can pose a security issue, if you lose your device.
To set automatic start:
1.
From the "Login" screen, select Auto-connect.
Note:
If you select this option, the Save password option is automatically selected and the Work offline
option is disabled. Both options are hidden until you deselect Auto-connect.
2.
Click Login.
You are logged into the application and your automatic login preferences are saved.
Related Topics
• Removing automatic connection
4.3.3.1 Removing automatic connection
Your device is set to launch SAP BusinessObjects Mobile automatically each time you turn on the
device.
When Auto-connect is set on your device, you are connected to the SAP BusinessObjects Enterprise
server automatically as soon as you turn on the device. You can remove the automatic connection
option if you want to launch the application and/or log in manually. Manual login allows you to modify
your login information, such as the server name or your password, if necessary.
To deselect automatic connection:
1.
After login, from the SAP BusinessObjects Mobile application menu, open the "Preferences" menu.
2.
Deselect the Auto-connect checkbox.
2010-11-0519
Accessing SAP BusinessObjects Mobile
3.
Click Save.
The next time you switch on your device, the "Login" screen will prompt you to log in manually.
Related Topics
• Connecting automatically
• Logging into SAP BusinessObjects Mobile
4.4 Running SAP BusinessObjects Mobile in the background
If you want to work with other tools or applications on your mobile device and remain in contact with
the SAP BusinessObjects Enterprise server, you can opt to log in to SAP BusinessObjects Mobile and
run the application in the background. When you run the SAP BusinessObjects Mobile application in
the background, you are free to interact with other applications and still receive business intelligence
documents and alerts; they are pushed from the server to your device as long as you are logged in to
the server.
You can also run SAP BusinessObjects Mobile in the background without logging into the server. In
this case, however, you do not receive alerts on your device until you log in.
To run SAP BusinessObjects Mobile in the background while you work in another application on your
device:
1.
Log in to SAP BusinessObjects Mobile.
2.
Launch the device menu from any screen within the Mobile application.
3.
Select Hide.
SAP BusinessObjects Mobile is sent to the background so you can continue to work with other
applications on your device.
Note:
If the login session times out while the Mobile client is in the background, the application automatically
initiates the session. If the session cannot be reinitiated due to an authentication problem, an error
message appears. Exit the application and login again.
Related Topics
• Subscribing to alerts
4.5 Exiting the SAP BusinessObjects Mobile application
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Accessing SAP BusinessObjects Mobile
Closing the SAP BusinessObjects Mobile application ends your connection with the SAP BusinessObjects
Enterprise server.
To log out of the SAP BusinessObjects Enterprise server:
1.
Display the application menu on the device.
2.
Select Exit.
Note:
If you are subscribed to any alerts, SAP BusinessObjects Mobile displays a message that informs
you that if you exit the application, you cannot receive alerts until you next log in. If you want to
continue receiving alerts while using different features or applications on your device, you can opt
to run SAP BusinessObjects Mobile in the background. In this case the application is no longer
visible, but it continues to run behind your other applications. If you confirm you want to exit the
application, SAP BusinessObjects Mobile closes and logs you out of the SAP BusinessObjects
Enterprise server.
Related Topics
• Logging into SAP BusinessObjects Mobile
• Accessing documents
• Running SAP BusinessObjects Mobile in the background
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Accessing SAP BusinessObjects Mobile
2010-11-0522
Interacting with Business Intelligence Documents
Interacting with Business Intelligence Documents
5.1 Searching documents
SAP BusinessObjects Mobile enables you to search BI documents in the Enterprise repository. It
provides easy and quick access to BI documents.
SAP BusinessObjects Mobile searches the documents that are categorized as "Mobile" and retrieves
the list of documents that matches the specified search string.
Note:
The search feature functions only if your administrator has set up default documents for Mobile.
To search BI documents, perform the following steps:
1.
Log on to SAP BusinessObjects Mobile on your mobile device.
2.
Click the Search option in the home page, or from the menu, select Search.
3.
Enter the search string.
4.
From the menu, select Search.
The list of documents that matches the specified search string are displayed in the "Search Results"
page.
5.2 Viewing options and defaults
You can select from a range of viewing and navigation options to best suit how you want to interact
with business intelligence reports and graphical elements, such as graphs.
You can also define a default folder, so that each time you log into SAP BusinessObjects Mobile your
home page lists the folder that you select as default. Alternatively, if you need to consult the same
document repeatedly, you can define that document as your default document so that it opens
automatically each time you log in.
Related Topics
• The Preferences menu
• Accessing documents
• Setting a default document
2010-11-0523
Interacting with Business Intelligence Documents
• Viewing documents in panoramic mode
5.2.1 Setting your viewing options
You can set viewing options to suit the way you want to view reports and charts, and your preferred
way to navigate documents.
Related Topics
• The Preferences menu
• Setting a default folder
• Setting a default document
5.2.1.1 The Preferences menu
You can set general application options in the "Preferences" menu. You can access the "Preferences"
menu from any menu that is displayed during your SAP BusinessObjects Mobile session.
DescriptionOption
Zoom fit to screen
Zoom (n%)
Scroll step (screen n%)
Remember default folder
Automatically resizes the current selected block of data to fit the mobile
device screen.
You can set the zoom percentage to a value from 30 through 150 for
graphs and charts.
Specifies the percentage of the screen used as the increment by which
to scroll the display in Panoramic view mode.
Stores a default folder, so that each time you log into SAP BusinessObjects Mobile server your welcome page lists the folder you selected as
default.
Note:
This option only appears on the Preferences menu if you have a default
folder specified.
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Interacting with Business Intelligence Documents
DescriptionOption
Remember default document
Show status bar
Auto-connect
Show Report List
Open the last saved report
Open report name with String: mobile
Stores a default document (local or server) that opens automatically
each time you log in.
Note:
This option only appears on the Preferences menu if you have a default
document specified.
Displays the value of the selected cell and current zoom percentage
in a status bar at the bottom of the screen.
Saves your login options so that you are connected automatically when
you turn on your device. Uncheck this option to display the manual login
screen the next time you turn on your device.
Displays the report list when you open an interactive analysis document
having multiple reports.
Displays the last saved report when you open an interactive analysis
document having multiple reports.
Opens the report which contains the specified search string as the report name.
By default, "mobile" is specified as the search string.
Related Topics
• Setting your viewing options
• Setting a default document
• Setting a default folder
• Connecting automatically
5.2.2 Viewing documents in panoramic mode
You can pan horizontally through wide reports or graphs, by viewing them in panoramic mode.
Note:
The structure of Crystal reports means that when you navigate reports cell-by-cell via a device, it is
difficult to navigate to adjacent cells, but when you view Crystal reports in Panoramic mode, you can
easily scroll to specific columns and rows.
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Interacting with Business Intelligence Documents
Note:
When you are in panoramic mode, you cannot activate cell contents. For example, you cannot drill on
values or use embedded actions, such as send SMS.
To enter or leave panoramic mode:
1.
With a document open on your device, launch the device menu.
2.
Select Enter Panoramic mode or Leave Panoramic mode.
Related Topics
• The Preferences menu
• Setting a default folder
• Setting a default document
5.2.3 Setting a default folder
When you connect to SAP BusinessObjects Mobile, the application opens the default folder and displays
the list of supported documents it contains.
To change your preferences so that the application opens to the folder of your choice:
1.
Navigate to the desired folder.
2.
Open the menu.
3.
Select Set as default.
Once you have set the default folder, SAP BusinessObjects Mobile jumps straight to this folder at
startup. However if you have defined a default document, SAP BusinessObjects Mobile displays the
default document instead.
Note:
You can return to and browse the folder hierarchy from the document display screen by selecting Go
to top folder from the menu.
Related Topics
• Setting a default document
• Unselecting a default document or folder
5.2.4 Setting a default document
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If you want to view the same document each time you use SAP BusinessObjects Mobile, then set that
document as your default document. Each time you log into SAP BusinessObjects Mobile, your default
document opens automatically. This saves your time in accessing the document.
Note:
If the default document is stored locally on your mobile device as an offline document, and you delete
that document, SAP BusinessObjects Mobile no longer opens that document by default when you log
into the application.
To set a document as your default document:
1.
Open the document you want to set as your default.
2.
Select the menu, then select Set as default.
Once you have set a default document, SAP BusinessObjects Mobile automatically displays that
document whenever you log into the SAP BusinessObjects Enterprise server. To view the list of
documents, launch the menu and then select Go to doc list.
Related Topics
• Setting a default folder
• Unselecting a default document or folder
5.2.5 Unselecting a default document or folder
If you have a document set to open by default each time you log into the SAP BusinessObjects Enterprise
server and you no longer want that specific document to open automatically, unselect it.
To unselect your default document or folder:
1.
From within a document or from the "Login" screen, launch the menu and then select Preferences.
2.
To unselect a default document, click Keep report default or to unselect a default folder, click Keep
folder default.
These options only appear in the menu if you have previously set a default document or folder.
The next time you log into SAP BusinessObjects Mobile, the home page with mobile related documents
appears if your administrator has grouped mobile documents to a category; otherwise the list of
documents in the top-level folder on the SAP BusinessObjects Enterprise server appears.
Related Topics
• Setting a default folder
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5.3 Language support for document viewing
Using SAP BusinessObjects Mobile, you can display documents containing foreign language characters
provided you have the related language fonts installed on your device.
For example, an interactive analysis report with Korean text characters displays correctly on a device
on which the Korean language character set is installed.
5.4 Accessing documents
There are various starting points for accessing the documents available to you on the SAP
BusinessObjects Enterprise server:
• the home page which contains documents that can be viewed on mobile
• the Mobile folder under Public Folders or the root folder specified by your IT administrator
• a folder you set as your default folder
• a document you set as your default document that opens automatically when you log in to the server
Related Topics
• Setting a default folder
• Setting a default document
5.4.1 Opening documents
SAP BusinessObjects Mobile supports the following types of business intelligence documents:
• Interactive analysis Documents
• Crystal reports
Note:
It is recommended that you only use your mobile device to interact with documents designed specifically
for mobile users. In most cases, these documents are grouped within a folder called Mobile on the
SAP BusinessObjects Enterprise server. Your IT or business intelligence administrator can provide
more information on the location of mobile documents, if necessary. You can access other documents;
however, depending on their size and format, their appearance is limited by the size of your mobile
device.
To open a document:
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1.
After logging into the SAP BusinessObjects Enterprise server, select the type of documents you
want to access:
• Local documents
• Server documents
• Mobile-ready documents
Note:
You can also access the most recently viewed documents from the home page.
2.
Navigate to the document you want to open and click its title.
Note:
With touchscreen smartphones, you can open the document/folder/report with a single click on its
title.
3.
Click Open.
The document is opened from the server. If the document you want to open is set to Refresh on
open, but you do not have the security right to refresh documents, a message appears indicating
that the document cannot be opened.
4.
Click Next or Back to navigate between pages.
5.
Use the navigation features available on your device to navigate between document cells.
Related Topics
• Interactive analysis document features
• Crystal reports features
5.4.2 Supported features in Mobile documents
Depending on the type of document you are viewing via your mobile device, specific features may
present some functional limitations.
Related Topics
• Interactive analysis document features
• Crystal reports features
5.4.2.1 Interactive analysis document features
As a SAP BusinessObjects Mobile user, you can analyze and interact with business intelligence
information contained in interactive analysis documents in some ways.
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Note:
There are some navigation, display, and functional differences between interactive analysis documents
viewed via a mobile device and a desktop computer. These differences are indicated in the description
of each feature.
Drilling to details, aggregate data, and related documents
Values in drillable report cells appear with a drill up or drill down arrow next to them or as a hyperlink.
Depending on how the report designer has set up the drill hierarchy, you can drill up or down to view
details, aggregates or alternative dimensions. If the report designer has included links to related
documents, the name of that document appears in a tooltip. Clicking on document link allows you to
view more information related to the data in the initial report.
Using embedded SMS, Phone and e-mail commands
Report cells can contain embedded actions that allow you to send an SMS or e-mail or to make a call
to a pre-defined recipient. For example, a report row containing results for a specific geographical region
can include a cell that allows you to send an SMS to the Sales Manager for that region that comments
on the results.
Using prompts to filter the values displayed on reports
You use prompts with filters so that when you refresh a interactive analysis document, only the results
relevant to your analysis are retrieved.
Navigating documents containing multiple reports
An interactive analysis document can contain one or more reports. If the document contains more than
one report, the list of available reports appears.
To navigate to the various reports:
• Display the menu on your device, then select Reports to display the list of reports contained in the
document.
• Select a report from the list, then select the Open report or click OK.
Note:
Each report within a interactive analysis document is displayed as specified by the pagination options
set up by the creator of the document. One document page corresponds to one screen on your device,
to make navigating between pages more efficient.
Tracking data changes
When Track Data changes is activated in a report, you can see how the data in the current version of
the report has changed since the previous version.
Refreshing reports to see the latest results on the database
When you refresh an interactive analysis document, the latest data is retrieved from the data source
and returned to the reports the document contains. Refreshing documents means you can see up to
the minute results, however, depending on the size of the document the refresh operation can be time
consuming. One possible workaround to lengthy refreshes is for the report creator or administrator to
schedule a refresh of the document. Scheduling report refreshes ensures that an updated version is
always available for viewing on a mobile device.
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Note:
It is recommended that interactive analysis documents intended for mobile users be created and edited
using the Java interface for SAP BusinessObjects BI, because formatting can be tightly controlled using
this editor for optimum results on mobile devices.
Related Topics
• Drilling on data to gain insight on results
• Using prompts and parameters
• Drilling across to related reports
• Crystal reports features
5.4.2.2 Crystal reports features
As a SAP BusinessObjects Mobile user, you can interact with business intelligence information contained
in Crystal reports in some ways. There are, however, some navigation, display, and functional differences
between Crystal reports viewed via a mobile device and a desktop computer.
Viewing reports
You can view reports containing simple sections and details.
Note:
• The structure of Crystal reports means that when you navigate reports cell-by-cell via your device,
you skip adjacent cells. It is recommended that you view Crystal reports in Panoramic mode, so you
can easily scroll to specific columns and rows.
• You cannot perform drill actions on Crystal reports by using SAP BusinessObjects Mobile.
Viewing charts on reports
You can view all chart types available with Crystal Reports.
Related Topics
• Interactive analysis document features
• Viewing documents in panoramic mode
5.4.3 Viewing document properties
You can only view document properties for documents stored locally on the mobile device. By default,
locally stored documents are stored in the "Local documents" folder.
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The "Document properties" screen provides the following information for the selected document:
• the name of the document
• the date when the document was last saved on your mobile
• the estimated size of the document
To view the properties of a local document:
1.
Without opening the document, select the document title.
2.
Launch the device menu, and then select Document properties.
The "Document properties" screen appears with the properties information for the selected document.
5.5 Navigation menus and shortcuts
You can access the viewing options in the Preferences menu from the "Login" menu or from any menu
that you can display on the device while viewing a document. Viewing options allow you to flip quickly
through the pages in a report or document using the following commands:
• Next page
• Previous page
• First page
• Last page
If you are viewing a interactive analysis document that contains multiple reports, you can select the
Reports menu to view the list of reports, and then select the report that interests you.
For fast navigation, you can use keypad shortcuts.
Related Topics
• Quick reference to keypad shortcuts
• The Preferences menu
5.5.1 Quick reference to keypad shortcuts
Using keypad shortcuts saves you time when you want to navigate through reports or set viewing
options quickly.
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DescriptionCommandKey
1
Toggle status
bar
3
Show table
headers
Toggles on or off the Show Current Cell Value display line at the
bottom of the screen in the status bar.
Displays row and/or column headers of the table in the report title.
The row and/or column headers are displayed in the following format:
[row header].[column header]
Previous page4
Opens the previous report page.
Note:
The key only functions if there is a next or previous page.
5
100% Rendering
Next page6
Sets the zoom to be 100%, which means that one pixel rendered
on the mobile device represents one pixel in the original document.
Opens the next report page.
Note:
The key only functions if there is a next or previous page.
Zoom out7
Incrementally zooms out from the current view. Minimum zoom=30%,
Maximum zoom=150%, Increments=10%.
Fit to screen8
Zoom in9
Related Topics
• Setting your viewing options
Sets the zoom view so that the currently selected block fits entirely
within the mobile device screen.
Note:
Reports not designed for mobile devices can appear too small when
viewed using Fit to screen and cells that contain numeric data can
be replaced by '###'. To view the cell values in the display line at
the bottom of the screen, press key 1.
Incrementally zooms in from the current view. Minimum zoom=30%,
Maximum zoom=150%, Increments=10%.
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5.6 Drilling on data to gain insight on results
Using drill analysis, you can drill down to a detailed breakdown of values that makes up the summary
result displayed in a cell or drill up to see how the value in a cell aggregates up. The levels you can drill
to depend on how the report designer has set up the drill hierarchy.
Related Topics
• Drilling on a report
• Drilling on a graph or chart
• Drilling on a report
5.6.1 Drilling on a report
Interactive analysis reports can be made drillable by the report creator at design time.
Note:
• When you view a report in Panoramic mode drill is not activated. To activate drill capability, launch
the application menu from the document and select Leave panoramic mode.
• You cannot drill on Crystal reports using SAP BusinessObjects Mobile.
When you select the cell, an arrow indicates whether you can drill on the cell. To drill on a cell value:
• Browse to the cell and do one of the following:
• to see aggregated values, select Drill Up to.
• to see a more detailed breakdown of values, select Drill Down to.
Related Topics
• Drilling on a graph or chart
• Drilling across to related reports
5.6.2 Drilling on a graph or chart
Graphs and charts are made drillable by the report creator at design time.
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Note:
When you view a graph or chart in Panoramic mode, drill is not activated. To activate drill capability,
open a document and from the application menu, then select Leave panoramic mode.
Drilling on graphs or charts gives you a quick, graphical representation of how summary results relate
to detailed values. To drill on a graph or chart:
1.
Select and open the graph or chart from the list of available documents.
2.
Scroll or navigate within the graph or chart to the drillable area.
3.
From the device menu, select one of the following:
• to see aggregated values, select Drill Up to.
• to see a more detailed breakdown of values, select Drill Down to.
Related Topics
• Drilling on a report
• Drilling across to related reports
5.6.3 Drilling across to related reports
Links from report cells to other documents are set up by the report creator at design time.
Note:
• SAP BusinessObjects Mobile does not support links to other documents included in Crystal reports.
• When you view a report in Panoramic mode, links to other documents are not activated. To activate
this capability, select the Preferences menu on your device menu, and then select Leave panoramic
mode.
To drill to a related document from a cell value hyperlink:
1.
With a cell selected that contains a hyperlink, launch the device menu.
2.
Select Open doc
The target document opens on the device screen. To return to the original document, use the Back
command on the device.
Related Topics
• Drilling on a report
5.7 Performing follow-up actions
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Actions enable you to leverage the context and data displayed on reports to make better and timelier
business decisions. SAP BusinessObjects Mobile actions are triggered via hyperlinks embedded within
document cells by the report creator at design time.
Note:
• If the mobile device you are using does not support the actions present in a report, those actions
cannot be used.
• When you view a report in Panoramic mode, embedded actions are not activated. To activate actions,
select Leave panoramic mode from the application menu.
Related Topics
• Displaying contact details using elookup/plookup
• Sending an SMS
• Making a call
• Sending an e-mail
5.7.1 Displaying contact details using elookup/plookup
Actions are embedded into reports as hyperlinks by the document creator at design time.
Note:
The lookup action is deprecated in XI 4.0, and is substituted with elookup and plookup local actions.
However, documents designed in earlier releases using lookup action still works in XI 4.0.
The plookup action allows you to retrieve a phone number from your device's address book, and then
either call or send an SMS to that contact.
The elookup action allows you to retrieve an e-mail address from your device's address book, and then
send an e-mail to that contact.
To find an address book entry via the embedded lookup action:
1.
Select the hyperlinked cell on the document.
2.
Launch the device menu, and click the required action.
For more information about how to embed actions into the document, refer
for Mobile users
Related Topics
• Performing follow-up actions
guide.
Designing BI documents
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5.7.2 Sending an SMS
Actions are embedded into reports by the document creator at design time.
The smsto action enables you to send a text message by SMS to a predefined recipient.
To send an SMS via the embedded smsto action:
1.
Select the hyperlinked cell on the document.
2.
Launch the device menu, and then click Sms.
The SMS message field appears on the device for you to type your message.
Related Topics
• Performing follow-up actions
5.7.3 Making a call
Actions are embedded into reports by the document creator at design time.
The phoneto action enables you to phone to a predefined recipient. The phoneto action is typically
combined with the lookup action. When this is the case, the Mobile application locates the appropriate
phone number in the address book stored on the device.
To make a call via the embedded phoneto action:
1.
Select the hyperlinked cell on the document.
2.
Launch the device menu, and then click Call to execute the phoneto action on the number you
selected.
Related Topics
• Performing follow-up actions
• Displaying contact details using elookup/plookup
5.7.4 Sending an e-mail
The mailto action enables you to send an e-mail message to a predefined recipient.
To send an email via the embedded mailto action:
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1.
Select the hyperlinked cell on the document.
2.
Launch the device menu, and then click Send mail.
The E-mail message field appears on the device for you to type your message.
Related Topics
• Performing follow-up actions
5.8 Sending the URL of the BI document by e-mail
You use this procedure to send a BI document to a recipient by e-mail.
To send the URL of BI document by e-mail, perform the following steps:
1.
Open the BI document.
2.
If you have local actions embedded in the report, then select the recipient’s name or e-mail address
in the report.
The recipient of the document can either be specified in the document (with local actions), or chosen
by the user from their mobile's local phonebook or corporate address book, or can be manually
entered by the user. The recipient can be identified either by the name with elookup/plookup local
actions, or by an e-mail address with a "mailto" local action in the document.
3.
From the menu, select Send report.
4.
From the menu, select Send.
The subject of the e-mail that has been sent to the recipient contains the BI document name. The
recipient can open the BI document on his or her desktop browser by clicking the openDocument URL
in the e-mail body.
5.9 Refreshing results and synchronizing documents
If you have the appropriate security profile allocated to you by your IT Administrator, you can:
• Refresh online documents, when you are logged into the SAP BusinessObjects Enterprise server,
to retrieve the latest values from the databases.
• Synchronize offline documents, stored locally on your mobile device, with the online versions of the
same documents as currently published on the SAP BusinessObjects Enterprise server.
When you synchronize an offline document, the new version is saved back to the offline document
store on your mobile device.
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Related Topics
• Synchronizing documents
• Refreshing reports with the latest data
• Working with documents stored locally on your device
5.9.1 Synchronizing documents
You can store copies of documents available on the server on your local device. You can synchronize
these local copies, called offline documents, with their online counterparts published on the SAP
BusinessObjects server. Synchronizing a document lets you retrieve the latest available document
version onto your device.
When you synchronize a document, a message appears requesting you to confirm that you want to
save the more recent version from the server onto your device memory and overwrite the previous
version.
Because the Mobile client only updates the information that has changed since the last synchronization,
the duration of the synchronization process depends on network availability and the number of updates
to be downloaded from the server to replace the older version on the device.
To synchronize an offline document:
1.
Navigate to your list of offline documents stored locally on the device.
2.
Without opening the document you want to synchronize, select it and activate the menu.
3.
From the menu, select Sync Doc to synchronize the selected document, or Sync All to synchronize
all documents in the local storage.
A message is displayed warning you that synchronization requires returning to connected mode.
4.
Click Yes to switch to connected mode and login to the SAP BusinessObjects server to synchronize
the local documents.
You can also synchronize a document directly from the document viewing menu. While viewing a
document, select Refresh from the menu to synchronize the document with its server version.
Related Topics
• Working with documents stored locally on your device
• Refreshing reports with the latest data
5.9.2 Refreshing reports with the latest data
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To refresh a document, the Refresh a report's data security right must be set to "Granted" in your
SAP BusinessObjects Enterprise security profile. Contact your IT or BI administrator for more information.
Note:
You can only refresh documents when you are connected to the SAP BusinessObjects Enterprise
server. Documents stored locally on your device, which no longer exist on the server, cannot be
refreshed.
Refreshing a document allows you to query the databases behind the document and retrieve the latest
values for its data set. After your refresh action, the reports in the document display the most up-to-date
results.
To refresh a document:
1.
While logged into the SAP BusinessObjects Enterprise server, navigate to the document you want
to refresh.
2.
Open the document.
3.
Launch the device menu, and select Refresh.
A message is displayed indicating that the document is being refreshed. If the document contains
prompts, you are asked to fill in the prompts before the document is retrieved from the server.
Related Topics
• Modifying prompts to change report filters
5.9.3 Using prompts and parameters
Using SAP BusinessObjects Mobile, you can leverage the prompts in interactive analysis documents
and the parameters in Crystal reports to restrict the values included in the reports you view to those
values that interest you.
Prompts or parameters are dynamic filters that allow you to specify the data retrieved in a document
each time you refresh the document. The document creator usually specifies default values, so that
users do not have to select values for each prompt before refreshing and viewing the report. For example,
a report creator including a prompt for 'Year' would probably select the current year as the default value.
If you have the appropriate security rights, you can change the values for the prompts when you refresh
the document.
When you refresh a document that contains prompts, SAP BusinessObjects Mobile displays a prompt
screen containing the list of prompts and their current values. By default, the values are the same as
those that you selected when you last refreshed the document from your mobile device.
To change the values for the prompts you have two options:
• revert to the default values specified by the document creator.
• enter or select different values from among the available values on the database.
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Note:
SAP BusinessObjects Mobile does not support cascading prompts in interactive analysis documents
or cascading and dynamic parameters in Crystal reports.
Related Topics
• Modifying prompts to change report filters
• Refreshing reports with the latest data
5.9.3.1 Modifying prompts to change report filters
Prompts and parameters are defined for interactive analysis documents and Crystal reports by the
document creator at design time.
To modify the values currently specified for prompts:
1.
From within a document, launch the menu and then click Refresh.
The list of prompts appears.
2.
Select the prompt for which you want to specify a different value.
3.
You have the following options:
• To reset the prompt value to the default value specified by the report creator, launch the device
menu, and select Apply default value.
• To reset all the prompt values to the default values specified by the report creator, launch the
device menu, and select Set all to default.
• If some prompts have no values currently selected, and you want to set those prompts to their
default values, launch the device menu and select Set empty to default.
• If you want to reset the values of all the prompts, launch the device menu and select Delete all.
This option removes values altogether and leaves the prompts empty.
• If you know the exact syntax of the value you want to specify for the prompt, type the value into
the prompt field.
• If you prefer to view the available values and then select one, select the value you want from the
list.
If the List of values not refreshed message appears, press the Enter or OK key on your device
to refresh the list of values. When you refresh a list of values, all the values currently available
on the database for that selected dimension are retrieved to the list.
4.
On the device menu, select OK to return to the main Prompt screen.
5.
On the device menu, select Get report.
SAP BusinessObjects Mobile retrieves the data for the selected prompt values into the reports.
Related Topics
• Refreshing results and synchronizing documents
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5.10 Subscribing to alerts
Subscribing to alerts enables you to be notified on your mobile as soon as a specific modification to a
specific document has occurred on the SAP BusinessObjects Enterprise server. For example, a sales
report alerter is activated when the sales results for the current quarter fall under the tolerance level as
defined by the sales directorate. You receive the alert and can contact members of your team to
troubleshoot the problems.
Alert settings are available for documents that have been modified on the server or have been configured
with conditional alerters by the document creator.
If you want to activate alerts on the document that you receive on your device, you configure alerters
on the document when you create the document.
Document and data alerts can be triggered on both standard and scheduled documents. All document
and data alerts can push new document data into local device storage, therefore creating a new local
document on the device.
You can activate (subscribe) and deactivate (unsubscribe) alerts on your device.
Note:
• You can only receive alerts on online documents stored on the SAP BusinessObjects Enterprise
server. You have to connect to the server to receive alerts.
• If you want to use your phone for other tasks than those offered by the SAP BusinessObjects Mobile
application, and still receive alerts related to BI documents, you can run SAP BusinessObjects Mobile
in the background. If an alert is sent to your device while the application is running in the background,
the alert is displayed in the foreground. Click View doc to view the latest instance of the document,
or click Ignore, if you want to view it later.
Related Topics
• Quick reference to alerts
• Subscribing to an alert
• Viewing alert properties
• Working with documents stored locally on your device
• Running SAP BusinessObjects Mobile in the background
5.10.1 Quick reference to alerts
You can choose from several different alert types, depending on the type of report modification that
you want to be informed about:
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This alert
type...
For example...is useful when you want to be alerted...
when a specific document is modified.Document
alert
Conditional
data alert
Scheduled
document
when the current report values activate at
least one of the specific alerters in a report.
when you want to be notified each time a
scheduled execution is run.
alert
Scheduled
conditional
data alert
when the current report values during a
scheduled refresh activate a specific alerter
in a report.
Related Topics
• Subscribing to alerts
Another person has refreshed the document.
The current report values meet at least one
of the conditions defined on an alerter on a
report, which triggers the alert.
A scheduled refresh or publish is executed
on the document.
The current report values following a
schedule refresh meet at least one of the
conditions defined on a report in the alerter.
5.10.2 Subscribing to an alert
You can subscribe to specific alerts yourself using the options in SAP BusinessObjects Mobile via your
device. Alternatively, depending on your corporate IT policy, you can request that your IT or business
intelligence administrator subscribes you to one or more alerts.
Note:
To subscribe to an alert, select a server document available on the SAP BusinessObjects Enterprise
server.
How you subscribe to an alert via your device depends on the alert types available for the selected
document:
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Subscription methodAlert type
Document alert
Select the document title (without opening the document) and activate the
alert.
Select the document and on the Alert properties pane, activate alerts.Conditional data alert
Scheduled document
alert
Scheduled conditional
data alert
Select the document title, view the schedule properties to select the specific
schedule for which you want to receive an alert, then activate alerts.
Select the document and view the schedule properties, select the recurrence
on which you want to select an alerter, then activate alerts.
Note:
For information on how to schedule documents, refer to the
User's Guide
.
SAP BusinessObjects Enterprise InfoView
To subscribe to an alert:
1.
Navigate to and select a document with alert capabilities from the list of documents (do not open
the document).
2.
From the menu, select Doc alert settings.
The document name is displayed under " Alert Properties".
3.
Select Subscribe to activate the alert subscription.
Select the type of alert to which you want to subscribe from the list of alerts available for the selected
document:
• Document updated
• Conditional all alerters
4.
Select Store local copy to save the document associated with this alert on your device local storage.
5.
Launch the application menu and select Subscribe.
If you selected the Store local copy option, a message appears that indicates the alert is activated
and the updated document retrieved.
You are now subscribed to the alerts available for the selected document.
Related Topics
• Subscribing to alerts
• Quick reference to alerts
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5.10.3 Viewing alert properties
You can view the following properties of an alert:
• document name
• alert ID
• alert type
To view the properties of an alert:
1.
From the application menu, select Document Alert Properties.
The "Document Alert Properties" screen is displayed.
2.
Select the alert for whose properties you want to display.
The following properties are displayed:
• the document name
• the document ID
3.
To display information on the type of alert available for the selected document, select Subscribe to
activate the alert subscription.
The alert type available for the document is indicated:
• Document updated
• Conditional all alerters
Related Topics
• Subscribing to alerts
• Subscribing to an alert
• Quick reference to alerts
5.10.4 Managing Alerts
When you receive an alert, you can either view it immediately, or ignore it to view it later. If you ignore
an alert, then you can view it later using Alert Management option. Once you view the instance of the
document, then the alert is no longer stored on the device.
You can manage the document update and schedule alerts using "Alert Management" option of the
Mobile application.
To manage an alert, perform the following steps:
1.
Log on to SAP BusinessObjects Mobile application on your device.
2.
From the application menu, select Alert management.
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The "Current Alerts" screen is displayed with the list of alerts which you have ignored when you
received them.
3.
To view alert information, select the alert, and from the application menu, select View alert.
4.
To view the document instance, select the alert, and from the application menu, select Open
Document.
5.
To clear an alert, select the alert, and from the application menu, select Clear alert.
6.
To clear all alerts for the document, from the application menu, select Clear all for doc.
5.10.5 Managing Alert Subscriptions
When you subscribe to document update or document schedule alerts, you receive alerts when the
document is updated or scheduled. When you subscribe to alerts, by default, the state of your alert
subscription is enabled. If you do not want to receive alerts, then you can disable alert subscription
using Manage Subscriptions option.
To disable alert subscriptions, perform the following steps:
1.
Log on to SAP BusinessObjects Mobile application on your device.
2.
From the application menu, select Alert management.
3.
From the application menu, select Manage subscriptions.
The "Subscription Management" screen is displayed with the list of documents you have subscribed
for alerts.
4.
To disable subscriptions, unselect the subscription for the document.
5.
From the application menu, select Save.
6.
Select OK.
5.11 Working with documents stored locally on your device
Working with documents locally allows you to interact with business intelligence documents on the
move without connecting to the SAP BusinessObjects Enterprise server. You reduce your communication
costs and mitigate the issues you have with your wireless network connection in some locations.
When you save a local copy of a document, it is encrypted, compressed, and stored in the local memory
of your device. While devices have different storage capacities, as a general rule SAP BusinessObjects
recommends that you limit the number of large documents you store locally on your device for offline
use.
You can open and view local documents in the same way you open and view server documents. If you
want to see the latest version of the document on server, you can synchronize your local version with
the newer version on the server.
2010-11-0546
Interacting with Business Intelligence Documents
To receive timely information directly on your device, subscribe to alerts that trigger the server to send
documents to your device when the alert conditions, such as a document update or data modification,
are met.
Note:
If you set a local document as your default document and then delete that document from your offline
documents folder, SAP BusinessObjects Mobile no longer opens that document by default when you
log into the application.
Related Topics
• Working with local documents
• Saving documents locally on your device
5.11.1 Working with local documents
You can work in offline mode when you have saved documents locally to your device.
You can opt to work online (by connecting to the SAP BusinessObjects Enterprise server) or offline (by
working only with documents stored locally on your device) each time you log in to SAP BusinessObjects
Mobile.
Work with local documents when you want to spend a considerable time analyzing a document without
the cost of remaining connected to the SAP BusinessObjects Enterprise server. Working online is useful
when you want to view new documents that have been published to the server or view the latest version
of results.
To switch between online and offline modes:
1.
From the login screen, select, or unselect Work offline.
2.
Launch the application menu and select Login. You are presented with the choice of accessing
local or server documents. If you select server documents, a message appears warning you that
you have to connect to the server to access server documents:
a. Select No to continue working with local documents only.
b. Select Yes to connect to the SAP BusinessObjects Enterprise server to access server documents.
You can only access local documents if you have saved them to your device in a previous session.
Related Topics
• Saving documents locally on your device
5.11.2 Saving documents locally on your device
2010-11-0547
Interacting with Business Intelligence Documents
You can save documents available on the SAP BusinessObjects Enterprise server onto the local
document store on your device. This reduces communication time and cost, because you can save a
document from the server before opening it, and then disconnect from the server before you view and
analyze the document's contents.
To save a server document to your local document store:
1.
Navigate to the document you want to save.
2.
Select it from the list of available documents.
3.
From the menu, select Save doc.
A message appears, warning you that a copy of the document will be stored locally on your device.
4.
Select one of the following:
• Back to cancel the operation and return to the list of available documents.
• Yes to proceed and save the document locally.
Related Topics
• Working with documents stored locally on your device
• Working with local documents
5.11.3 Deleting local documents
You can easily delete offline documents from your local device to ensure maximum local memory
capacity.
Note:
If you set a local document as your default document and then delete that document from your "Local
documents" folder, SAP BusinessObjects Mobile no longer opens that document by default when you
log into the application.
To delete a local document:
1.
Navigate to the list of local documents stored on your device.
2.
Select, but do not open the document you want to delete from local storage.
3.
Launch the menu and select Delete.
A warning appears, warning that the local document will be deleted.
4.
Click OK to confirm the deletion.
The document is removed from the device memory, but the instances of the document on the server
are not affected.
Related Topics
• Saving documents locally on your device
2010-11-0548
More Information
More Information
LocationInformation Resource
SAP BusinessObjects product information
SAP Help Portal
SAP Service Marketplace
http://www.sap.com
Navigate to http://help.sap.com/businessobjects and on the "SAP BusinessObjects Overview" side panel click All Products.
You can access the most up-to-date documentation covering all SAP
BusinessObjects products and their deployment at the SAP Help Portal.
You can download PDF versions or installable HTML libraries.
Certain guides are stored on the SAP Service Marketplace and are not
available from the SAP Help Portal. These guides are listed on the Help
Portal accompanied by a link to the SAP Service Marketplace. Customers
with a maintenance agreement have an authorized user ID to access
this site. To obtain an ID, contact your customer support representative.
http://service.sap.com/bosap-support > Documentation
• Installation guides: https://service.sap.com/bosap-instguides
• Release notes: http://service.sap.com/releasenotes
The SAP Service Marketplace stores certain installation guides, upgrade
and migration guides, deployment guides, release notes and Supported
Platforms documents. Customers with a maintenance agreement have
an authorized user ID to access this site. Contact your customer support
representative to obtain an ID. If you are redirected to the SAP Service
Marketplace from the SAP Help Portal, use the menu in the navigation
pane on the left to locate the category containing the documentation you
want to access.
Docupedia
Developer resources
https://cw.sdn.sap.com/cw/community/docupedia
Docupedia provides additional documentation resources, a collaborative
authoring environment, and an interactive feedback channel.
https://boc.sdn.sap.com/
https://www.sdn.sap.com/irj/sdn/businessobjects-sdklibrary
2010-11-0549
More Information
LocationInformation Resource
SAP BusinessObjects articles on
the SAP Community Network
Notes
Forums on the SAP Community
Network
Training
Online customer support
https://www.sdn.sap.com/irj/boc/businessobjects-articles
These articles were formerly known as technical papers.
https://service.sap.com/notes
These notes were formerly known as Knowledge Base articles.
https://www.sdn.sap.com/irj/scn/forums
http://www.sap.com/services/education
From traditional classroom learning to targeted e-learning seminars, we
can offer a training package to suit your learning needs and preferred
learning style.
http://service.sap.com/bosap-support
The SAP Support Portal contains information about Customer Support
programs and services. It also has links to a wide range of technical information and downloads. Customers with a maintenance agreement
have an authorized user ID to access this site. To obtain an ID, contact
your customer support representative.
Consulting
http://www.sap.com/services/bysubject/businessobjectsconsulting
Consultants can accompany you from the initial analysis stage to the
delivery of your deployment project. Expertise is available in topics such
as relational and multidimensional databases, connectivity, database
design tools, and customized embedding technology.
2010-11-0550
Index
3G 7
3G+ 7
A
actions 9
elookup 36
email 9
lookup 37
mailto 37
overview 36
phoneto 9, 37
plookup 36
SMS 9, 37
Active-X 9
alerts 9
examples 42
overview 42
running in background 20
subscribing to 43
types of 42
viewing properties 45
analyzing reports 34
application
launching 15
logging out 20
authentication
configure connection 15
B
BES 11
BES server 7
BIS 15
BlackBerry
devices 7
Enterprise Server 7
BlackBerry Internet Server 15
BlackBerry version 11
C
charts
analyzing 34
drilling 34
CMS
configure connection 15
CMS name 16
connection
automatic 19
connection
configure manually 15
removing automatic 19
crosstabs 9
Crystal reports
reporting features 31
Crystal Reports 8
(continued)
D
database logon 9
default document 9, 26
unsetting 27
default folder 9, 26
unsetting 27
design guidelines 8
document
alerts 42
unsetting default 27
documents
accessing 28
default 9
default document 26
design guidelines 8
drilling 35
interactive analysis 8, 29
linking to 35
local 9, 48
opening 28
saving locally 48
start document 26
stored on the device 18
supported features 29
synchronizing 38, 39
viewing properties 31
working locally 46, 47
drill analysis 9
overview 34
E
EDGE 7
email 9
sending via actions 37
F
filters 9
firewall 7
folder
unsetting default 27
folders
default folder 26, 28
set default 9
start folder 26, 28
G
GPRS 7
GSM 7
I
installation
client application 12
download client application 11
folder name 12
interactive analysis
document features 29
documents 8
K
keypad shortcuts 32
L
languages
supported 28
local documents 9, 18, 47
deleting 48
saving 48
synchronizing 38, 39
login 16
automatic 19
configure manually 15
removing automatic 19
Login page 16
lookup
actions 36
M
manage
alerts 45
subscription 46
MDS 7
menu options 12
2010-11-0551
Index
menus
navigation options 32
N
navigation menus 32
O
offline
overview of working 46
switching to 47
OLAP 9
online
switching to 47
options
setting 24
viewing reports 23, 24
OTA 11
install Mobile client 12
P
panoramic mode 25
actions 36
parameters 9, 40
modifying values 41
password
entering 16
PDA 7
phoneto
using actions 37
prompts 9, 40
modifying values 41
properties
alerts 45
document 31
proxy server 7
R
refreshing reports 39
reports
analyzing 34
Crystal reports 31
Crystal Reports 8
drilling 34
parameters 40
prompts 40
refresh 9
refresh prompt 41
refreshing 38, 39
viewing options 32
S
server documents 18
session duration
automatic login 19
shortcuts 32
smartphone 7
SMS 9
sending via actions 37
Symbian series-60 7
T
TCP connection 15
V
viewing options 23
reference 24
setting 24
W
Windows Mobile 7
2010-11-0552
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