SAP BO Business Intelligence Platform 4.0 BI LaunchPad Overview, User Features and Improved Usability Carmelo Riso Confidential Lesson Objectives After completing this lesson, you will be able to: © Describe changes to product names Describe the new features and capabilities in BI launch pad 4.0 Updated layout Repository browsing Viewing content New actions in 4.0 Search Explain which features are deprecated or no longer supported 2011 SAP AG. All rights reserved. Confidential 2 AGENDA 1. Introduction to BI launch pad 2. What is new in the 4.0 release 4. Updated Layout 5. Documents Tab 6. Viewing Content 7. New Actions 8. Search 9. Deprecated and unsupported features © 2011 SAP AG. All rights reserved. Confidential 3 Product Name Changes Dashboards, Data Exploration BI LAUNCH PAD Formerly known as InfoView Reporting, Analysis Other BI LAUNCH PAD Search and browse BI content Manage and share your documents, dashboards and BI workspaces Launch your BI tools (Web Intelligence, Analysis) BI WORKSPACES BI WORKSPACES Formerly known as Dashboard Builder Organize (content layout) Points to remember BI launch pad is the new name for InfoView. BI workspaces is the new name for Dashboard Builder. © 2011 SAP AG. All rights reserved. Confidential 4 What is new in BI 4.0 : End User Improvements Bringing important information forward New welcome page gives users easy access to the most common features. Quick access to BI applications and search. Recently viewed reports, alerts notifications, scheduled documents and more. © 2011 SAP AG. All rights reserved. Navigation improvements Tab-based interface allows several documents to be open at the same time. Pinning feature to keep document open as a permanent tab. Easier to manage scheduled reports New layout with more screen real estate and modal dialogs. Home tab shows you the list of documents you have scheduled and run (last run including status). Auto refresh of History page. Errors preview. Easier to find information New enhanced Search. Search by all document attributes including content search. Facetted navigation on search results makes it easier to filter and refine results. Confidential 5 What is new in BI 4.0 : Administration Improvements Role based personalization General preferences management from the CMC. Home page customization and assignment per user role. Application customization Customization can be done via properties file (these will not be overwritten). Simplified deployment One .war file only. Integration of add-ons and patches. Improved session management. Multilingual and auditing. © 2011 SAP AG. All rights reserved. Confidential 6 AGENDA 1. Introduction to BI launch pad 2. What is new in the 4.0 release 3. Updated Layout 4. Documents Tab 5. Viewing Content 6. New Actions 7. Search 8. Deprecated and unsupported features © 2011 SAP AG. All rights reserved. Confidential 7 Updated Layout Default Home tab provides relevant information to the user. © 2011 SAP AG. All rights reserved. Confidential 8 Updated Layout My Recently Viewed Documents lists the last 10 documents that you have viewed. © 2011 SAP AG. All rights reserved. Confidential 9 Updated Layout Unread Messages in My Inbox lists the last 10 unread objects in your BI Inbox. © 2011 SAP AG. All rights reserved. Confidential 10 Updated Layout My Recently Run Documents lists the status of your last 10 completed schedule jobs. © 2011 SAP AG. All rights reserved. Confidential 11 Updated Layout Unread Alerts lists the last 10 triggered alerts that you have subscribed to. © 2011 SAP AG. All rights reserved. Confidential 12 Updated Layout My Applications lists the applications that you have access to from within BI launch pad. © 2011 SAP AG. All rights reserved. Confidential 13 Documents Tab : Browsing the Repository Quickly switch between My Documents, My Documents, Folders, Categories Folders, Categories and Search and (results). Search. © 2011 SAP AG. All rights reserved. Confidential 14 Documents Tab : Filtering on Columns On mouse over of the column header the Filtering icon displays. Enter the criteria to filter the column. © 2011 SAP AG. All rights reserved. Confidential 15 Documents Tab : Filtering on Columns Onthe mouse After adding filterover of the column header the the icon is updated to Filtering reflect that a filter icon is displays. applied to the column. The listing is updated to reflect the filter applied. © 2011 SAP AG. All rights reserved. Enter the criteria to filter the column. Confidential 16 Documents Tab : Filtering on Columns Onthe mouse After adding filter over of the columntoheader the the icon is updated reflect thatFiltering a filter isicon displays. applied to the column. The listing is updated to reflect the filter applied. © 2011 SAP AG. All rights reserved. Select the Clear Filter checkbox to remove the column filtering. Enter the criteria to filter the column. Confidential 17 Viewing Content : Default Action (Double–Click Action) What is the default (double-click) action? This is the action that is launched by default when you select and double-click an object from the listing in the Documents tab. Why was this added? So users will always see an action displayed. To avoid confusion. © 2011 SAP AG. All rights reserved. Confidential 18 Viewing Content : Default Action (Double–Click Action) What is displayed when you use the default action? • Schedulable objects: Open in a new tab as follows : View – open the report in View mode View on demand if user has rights to view on demand Show saved data if no access to view on demand Display the report template Documents are opened for viewing in a new tab (by default) Date and timestamp is displayed © 2011 SAP AG. All rights reserved. Confidential 19 Viewing Content : Pinning Content in Tabs Pin tabs so that they remain open during next session © 2011 SAP AG. All rights reserved. Confidential 20 Viewing Content : Open in a new window To provide a bigger viewing area, content in the tab can be opened for viewing in a separate browser window. © 2011 SAP AG. All rights reserved. Confidential 21 AGENDA 1. Updated Layout 2. Documents Tab 3. Viewing Content 4. New Actions 5. Search © 2011 SAP AG. All rights reserved. Confidential 22 New Actions in 4.0 : Execute Actions While Viewing While you are viewing a report ,other actions are available such as Open, Send To, Schedule * , History and Create Shortcut in My Favorites © 2011 SAP AG. All rights reserved. Confidential 23 New Actions in 4.0 : Document Link Action The new Document Link action allows you to quickly generate a link for the current document to share with others. © 2011 SAP AG. All rights reserved. Confidential 24 New Actions in 4.0 : Add to Favorites Action Create a shortcut in your Favorites folder for any object © 2011 SAP AG. All rights reserved. Confidential 25 New Actions in 4.0 : Delete All Messages (BI Inbox) Quickly delete all messages in your BI Inbox © 2011 SAP AG. All rights reserved. Confidential 26 New Actions in 4.0 : History Page Enhancements Auto refresh to update the job status Improved tooltips display on the History page Right-click menu is available to you in the History page © 2011 SAP AG. All rights reserved. Confidential 27 AGENDA 1. Introduction to BI launch pad 2. What is new in the 4.0 release 3. Updated Layout 4. Documents Tab 5. Viewing Content 6. New Actions 7. Search 8. Deprecated and unsupported features © 2011 SAP AG. All rights reserved. Confidential 28 Search Improvements : Quick Search Start typing text in the search box and the top 6 matches are quickly displayed. © 2011 SAP AG. All rights reserved. Confidential 29 Search Improvements : Refining Results Using Facets Facets and filters related to your search results display in the Search drawer in the left navigation pane. © 2011 SAP AG. All rights reserved. Confidential 30 Search Improvements : Refining Results Using Facets Facets that you have applied appear in the Current Filters list. © 2011 SAP AG. All rights reserved. Confidential 31 Search Improvements : Refining Results Using Facets The number displayed beside a facet indicates the number of matches © 2011 SAP AG. All rights reserved. Confidential 32 Deprecated Feature vs. Unsupported Feature DEFINITION A deprecated feature is a feature that is included in the product but is planned to be retired (removed) in the next major release. An unsupported feature is a feature that was included in previous versions of the product but have been removed from this release and are no longer supported. © 2011 SAP AG. All rights reserved. Confidential 33 List of Deprecated Features DEFINITION A deprecated feature is a feature that is included in the product but is planned to be retired (removed) in the next major release. Feature Name Recommended Alternative Discussion Threads No replacement available within BI launch pad. The feature appears as disabled by default. Opendocument parameters: © sIDType = GUID and sIDType = RUID Use sIDType=ID or sIDType=CUID. sKind No replacement available sType Use sIDType=ID or sIDType=CUID 2011 SAP AG. All rights reserved. Confidential 34 List of Unsupported Features DEFINITION An unsupported feature is a feature that was included in previous versions of the product but have been removed from this release and are no longer supported. Feature Name Encyclopedia Recommended Alternative Use SAP BusinessObjects Metapedia. MyInfoView and InfoView Page Layout Use BI workspaces (formerly known as Dashboard Builder) Use Save As function to save instance as a new report and then Edit report. 4.0 Search There is no longer need to specify which attribute to search by. 4.0 search integrates all of these into a single search. Editing of Web Intelligence report instances (wrong workflow anyway) Advanced Search Search by: • keywords • title • description • all fields Content Search Contextual Search by Default © 2011 SAP AG. All rights reserved. Integrated into the 4.0 search. 4.0 Search performs a global search at all times. Confidential 35 List of Unsupported Features © Feature Name User interface customization via the InfoView Applications area of SAP BusinessObjects BI suite Central Management Console. Customization in the web.xml file Recommended Alternative Use a custom stylesheet to change visual styles. Use object rights to change or disable user interface features. sWindow parameter in Opendocument Use the HTML target attribute instead. 2011 SAP AG. All rights reserved. The modification of parameters contained in the web.xml file is not supported. Customizable parameters have been moved to the external.properties file. Customization done in the external.properties file will not be overwritten when patches are applied to the SAP BusinessObjects Enterprise server. Confidential 36 Appendix BI Launch Pad Logs How to turn on/off traces for the BI launch pad: In the CMC, go to Applications > BI LaunchPad > Properties > Trace Logs Settings You can choose the log level (unspecified, none, …, high) Log files are generated in the following directory: %HOMEDRIVE%/BOBJWebapp_InfoView_<IP address>_<WebApp port>/ © 2011 SAP AG. All rights reserved. Confidential 38 Overview: Lesson Summary After completing this lesson, you are now able to: © Describe changes to product names Describe the new features and capabilities in BI launch pad 4.0 Use the updated layout Use the repository browsing Viewing content New actions in 4.0 Know the new Search Explain which features are deprecated or no longer supported 2011 SAP AG. All rights reserved. Confidential 39 Thank You!