SAP BusinessObjects Mobile XI 4.0 User Manual

SAP BusinessObjects Mobile User Guide

■ SAP BusinessObjects Mobile XI 4.0

2010-11-05

© 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

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

2010-11-053

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

2010-11-054

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

2010-11-055

About the SAP BusinessObjects Mobile User Guide

2010-11-056

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

2010-11-057

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.

2010-11-058

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.

2010-11-059

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

2010-11-0510

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

2010-11-0511

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:

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.

If the automatic selection is disabled, you can manually select the appropriate version from a list.

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.

2010-11-0512

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

2010-11-0513

Downloading the Application to your Mobile

2010-11-0514

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:

Launch the SAP BusinessObjects Mobile application on your mobile device.

The Login screen appears.

Launch the device menu, and then select Connection settings.

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

Launch the menu and select one of the following:

• Select Save to save your changes.

• Select Back to cancel your changes.

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:

2010-11-0516

+ 36 hidden pages