Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

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1 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets SAP BusinessObjects Enterprise XI 3.1 Service Pack 3

2 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

3 Contents Chapter 1 Welcome to the BusinessObjects Enterprise XI Portal Integration Kit for BusinessObjects Portlets 5 About this guideonline help...6 Who should read this guideuse this online help...6 Chapter 2 Using the Document List Portlet 7 Overview...8 Portlet features...9 Toolbar...9 Header...11 Working with document lists...15 Navigation...16 Personalization...18 Accessing documents...19 Type...19 Availability...20 Configuring the Document List Portlet...22 Adding the portlet...22 Properties pane...23 Troubleshooting...34 Portlet help...35 Document list...35 Error messages...35 Chapter 3 Using the Document View Portlet 37 Overview...38 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 3

4 Contents Portlet features...38 Working with Document View portlets...38 Configuring the Document View portlet...39 Adding the portlet...39 Properties pane...40 Connecting Document List and Document View portlets...43 Troubleshooting...43 Portlet help...44 Appendix A More Information 45 Index 49 4 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

5 Welcome to the BusinessObjects Enterprise XI Portal Integration Kit for BusinessObjects Portlets 1

6 Welcome to the BusinessObjects Enterprise XI Portal Integration Kit for BusinessObjects Portlets 1 About this guideonline help About this guideonline help This guideonline help provides information about the portlets from the BusinessObjects Enterprise XI 3.1 Portal Integration Kit that let you access and view the documents from within your Portal Server system: the Document List and the Document View portlets. Who should read this guideuse this online help This guideonline help is intended for two audiences: Information Consumers and Web Site Creators. Information Consumers want to know how to organize their documents and view their reports by using the integrated portlets, and Web Site Creators want to know how to set up and customize the portlets for the Information Consumers. Familiarity with Portal Servers is beneficial, as is a working knowledge of both Crystal Reports and BusinessObjects Enterprise. For more information about the BusinessObjects Enterprise XI 3.1 Portal Integration Kit, consult the SAP BusinessObjects Enterprise XI 3.1 Portal Integration Kit Installation Guide and the SAP BusinessObjects Enterprise XI 3.1 Portal Integration Kit Administrator's Guide. 6 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

7 Using the Document List Portlet 2

8 2 Overview This section describes the features of the Document List portlet. It provides instructions on how to use the portlet to access your documents and explains how to create a personalized document list. The section covers the following topics: Overview Portlet features Toolbar Header Working with document lists Navigation Personalization Accessing documents Type Availability Configuring the Document List Portlet Adding the portlet Properties pane Troubleshooting Overview You can use the features of the Document List portlet to browse your list of documents, navigate to folders and categories, and access the content directly from your system. If you are enabled by your Web Site Creator, you can also create a personalized list that contains only the documents that you want to view. 8 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

9 Portlet features 2 Portlet features The Document List portlet comes with a viewer that displays your document lists in a tabular layout. The portlet can be configured to display or hide the following features: Toolbar The toolbar contains options that you can use to go to other locations within your system and specify the documents that you want to add to your personalized list. Header The header contains columns that display the information about the documents that are in a list. While the Document List portlet is typically deployed by the Web Site Creator, the features of the portlet depend on configurations that are set by both the Web Site Creator and the BusinessObjects Enterprise administrator. The BusinessObjects Enterprise administrator must enable certain options to allow the Web Site Creator to enable the features of the portlet. As well, the settings that are specified by the BusinessObjects Enterprise administrator override the settings that are specified by the Web Site Creator. For information about the availability of the features in the Document List portlet, contact both your Web Site Creator and your BusinessObjects Enterprise administrator. Toolbar The toolbar contains options that you can use to go to other locations within your system and specify the documents that you want to add to your personalized list. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 9

10 2 Portlet features Option Description Subscribe/Unsubscribe Select a document, and click the Subscribe button to add it to your personalized document list. To remove a document from your personalized document list, select the document, and click the Unsubscribe button. For more information about creating your own personalized document list, see Personalization. Page The Page feature displays the current page number and the total number of pages. You can select a page from the list, or in the go to page box, type a page number to jump directly to a page, or type a +n or a -n to advance n number of pages at a time. Search You can search for content by name in the current location and any sublocations. In the search field, type the text to search for and click the Search button. To refine your search, on the results page from the previous search, type new search criteria and click Search. 10 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

11 Portlet features 2 Option Description Show The Show list displays the name of the folder that you are currently viewing. Your Web Site Creator can configure the list to display the toplevel folders in your system, as well as the path to your current location. For more information about how to use the Show list to access folders in your system, see Navigation. These options depend on the configurations that are set by both the Web Site Creator and the BusinessObjects Enterprise administrator. For information about the availability of these options, contact both your Web Site Creator and your BusinessObjects Enterprise administrator. Header The header columns display the information about the documents that are in a list. Not all header columns are available for all views. Column Description Select (check box) The "Select" column allows you to select the documents in the list. To select all of the documents, click the check box on the header. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 11

12 2 Portlet features Column Description Unread (icon) The "Unread" column displays an unopened envelope icon for unread mail, and an open envelope icon for read mail. This option is available in the My Inbox view only. Alert (icon) The "Alert" column displays a flag icon when a scheduled Crystal Report has a valid alert. The "Type" column icons identify the format of the documents that are in the list. Type For more information about the different types of documents that you can access from the Document List portlet, see Type. Name The "Name" column displays the names of the objects that are in the list. Move your mouse over the name of an object to view a description of the object. 12 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

13 Portlet features 2 Column Description Sent The "Sent" column displays the date an object was sent. This option is available in the My Inbox view only. From This option displays the name of the person who sent the document. This option is available in the My Inbox view only. Updated The "Updated" column displays the dates and times the documents in the list were last updated and saved. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 13

14 2 Portlet features Column Description The "Availability" column contains information about how regularly the documents in the list are updated. The column is empty for object types that cannot be scheduled. For types that can be scheduled, the column displays one of the following values: Unavailable Always Daily Availability Hourly Weekly Monthly Custom time plan (displays the name of the custom calendar) This column applies only to documents that can be scheduled (updated) on a regular, recurring basis. For more information about these types of documents, see Availability. Keyword The "Keyword" column contains additional classification for the object. Author The "Author" column displays the name of the person who created the document, not the BusinessObjects Enterprise XI Administrator. 14 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

15 Working with document lists 2 Column Description The "Folder" column displays the folder that the object belongs to. Folder The Folder is available in My Inbox, Personal and Corporate categories, and Search results views. The "Category" column displays the categories that the object belongs to. Category The "Category" column is not available in the Personal or Corporate categories views. These columns depend on the configurations that are set by both the Web Site Creator and the BusinessObjects Enterprise administrator. For information about the availability of these columns, contact both your Web Site Creator and your BusinessObjects Enterprise administrator. Working with document lists When you access a web page that contains the Document List portlet, the portlet loads a default location, which is set by your Web Site Creator. The default location may be one of the following locations: Public Folders Public Folders contains a list of all the documents that are available to you. (Some of these documents may be located within sub-locations.) Select documents from the public folders and subscribe to them to add the documents to your personalized list. The documents that appear in the Public Folders folder depend on your access rights. As a result, you may find that other people in your Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 15

16 2 Working with document lists organization have a different set of documents in their Public Folders folder. For more information about your access rights, contact your BusinessObjects Enterprise administrator. My Favorites My Favorites contains your personalized list of documents. Any documents and/or sub-locations to which you subscribe are added to this folder. My Inbox My Inbox contains documents that are sent to you by other BI Portal users. There are no sub-locations or categories in My Inbox; all the documents are listed on one level. When a document is marked as read in My Inbox, it will also be marked read in the inbox in BusinessObjects Enterprise InfoView. Personal Categories and Corporate Categories Personal Categories contains the personal categories that you set up in InfoView, and Corporate Categories contains the categories that have been set up by your BusinessObjects Enterprise Administrator. For more information on creating personal categories, talk to your BusinessObjects Enterprise Administrator or see the SAP BusinessObjects Enterprise XI InfoView User's Guide. Custom sub-location The Web Site Creator may also choose a specific sub-location within Shared documents to be the default location that displays on the portlet. Navigation Use folders and subfolders to organize the documents in your system. Navigate between top-level locations By default, the Document List portlet allows you to access the following top-level locations: 16 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

17 Working with document lists 2 My Inbox My Favorites Public Folders Personal Categories Corporate Categories To navigate between the top-level locations 1. On the portlet toolbar, expand the Show list. 2. Select the top-level location that you want to view. The contents of the top-level location are displayed. If your BusinessObjects Enterprise administrator disabled My Favorites or My Inbox, it will not be present in the Show list. If the Show list is not present in your deployment, you may navigate only to the sub-locations within your current location. For information on how to navigate within a location, see Navigate within a location. Navigate within a location The location that is displayed may contain sub-locations that you also want to view. To navigate to sub-locations 1. In the document list, move your mouse over a sub-location. The row and hyperlink of the sub-location change color as the mouse passes over them. 2. Click the link for the sub-location. The contents of the sub-location are displayed. When you navigate to a sub-location, the Show list displays the name of the sub-location that you are viewing. (This situation applies only if the Show list is present in your deployment.) Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 17

18 2 Working with document lists For example, if you are currently viewing a folder called General Business, the Show list displays General Business. If you expand the list, you may see a broken line, and below the broken line a list of names. The last item in the list will be the name of the folder you are currently viewing, and the names above it will be the parent folders of that folder. For example, Report Samples is the parent folder for General Business. Accessible top-level locations are displayed above the broken line. Use the Show list to access any of the locations that are on the list. If the default location is a custom location and the top-level location has been turned off in edit mode, you will not see the path to the top level. Also, the top-level location will not be present in the list. Personalization The toolbar may include the Subscribe feature, which allows you to create a customized document list. When you subscribe to a document, you add it to the document list in the My Favorites location, which eliminates the need to navigate to various folders and categories to access your documents. To add documents to the My Favorites folder 1. Use the Show list to go to one of the top-level locations such as Public Folders or Corporate Categories. 2. Select the check boxes of the documents, folders, or categories that you want to add to your personalized list. 3. On the portlet toolbar, click Subscribe. 18 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

19 Accessing documents 2 The portlet displays the My Favorites folder and arranges the items in the list by name in alphabetical order. If you attempt to subscribe to a document that is already in your personalized list, the portlet remains in the current location and a message appears that states you have already subscribed to that document. To remove documents from the My Favorites folder 1. Use the Show list to go to the My Favorites folder. 2. Select the check boxes of the document that you want to remove from your personalized list. 3. On the portlet toolbar, click Unsubscribe. The portlet reloads the My Favorites folder and arranges the items in the list by name in alphabetical order. Accessing documents To view a document, click the link of the document that you want to view. Typically, when you click the link, the document opens in the program that corresponds to its format. (For example, a.xls file opens in Microsoft Excel.) However, if you choose to view any document type, the document will open in one of the following places: The main window of your web browser. A new browser window. Where the report opens depends on how your Web Site Creator configured the Document List portlet. Contact your Web Site Creator or your Portal Server administrator for more information. Type The Document List portlet allows you to access the documents that BusinessObjects Enterprise supports including Crystal reports, Adobe Acrobat Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 19

20 2 Accessing documents PDFs, Microsoft Excel files, and so on. The portlet also supports other object types such as hyperlinks, programs, and object packages (which consist of Crystal reports and/or programs). By default, programs, object packages, and AFDashboardPage are not set to display on the portlet list. Contact your BusinessObjects Enterprise administrator or your Portal Server administrator for more information about these object types. To determine the type of an object in your list, click the link for the object. (The object opens in the program that corresponds to its format.) Alternatively, if your Web Site Creator enabled the Type column, you will see icons and tooltips that identify the types of objects in the list Availability The Availability column in the Document List portlet displays the schedule for the documents that are updated (or can be updated) on a regular, recurring basis. These documents are typically Crystal reports or OLAP Intelligence reports. Programs and object packages are object types that can also be updated on a set schedule. However, these objects are available only if the Portal Server administrator has enabled them to be visible in the Document List portlet. For more information, see Type. By default, when you view a report, the most recently saved version of the report is displayed. If a saved version of the report is unavailable, then the portlet attempts to retrieve and display the most current information from the data source for the report. (You need to have the necessary access rights to obtain up-to-date information from the data source for the report. For information about your access rights, contact your BusinessObjects Enterprise administrator.) To determine whether the information is from a previously saved version of the report or from a live version of the report, look at the information in the Availability column. For every document on the list, the Availability column can have one of the following values: 20 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

21 Accessing documents 2 Value Description (Blank) This document type cannot be scheduled (updated) on a regular, recurring basis; therefore, the document does not have Availability information. Always This document can be viewed at any time, because it has an available saved version, or you have the necessary rights to obtain information directly from the document's data source. Hourly This document updates every sixty minutes. Daily This document updates every twentyfour hours Weekly This document updates once every seven days. Monthly This document updates once every thirty-one days. Custom Time Plan This document updates on a customized schedule, which is set according to the calendars in the Central Management Console by your BusinessObjects Enterprise administrator. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 21

22 2 Configuring the Document List Portlet Value Description Unavailable This document is inaccessible because a saved version is unavailable, and you do not have the necessary rights to retrieve information on demand. After you identify the availability of the report, you can compare the schedule to the information in the Updated column to determine how current the information is, and when the information will next be updated. Configuring the Document List Portlet The Document List portlet lets Information Consumers view the lists of documents that are available to them. If the portlet is enabled, it may also let Information Consumers create and manage their own personalized document list. When you define the properties of the portlet, you need to consider a few things: The number and type(s) of documents that Information Consumers will access through the portlet. The level of technical knowledge that the Information Consumers possess. The functionality that you need to make available for the Information Consumers. To make changes to the appearance or functionality of the portlet, see Properties pane. Adding the portlet If you want to provide Information Consumers with access to their shared documents in BusinessObjects Enterprise, you need to add the Document List portlet to a shared page in the portal server. For more information on 22 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

23 Configuring the Document List Portlet 2 how to add a portlet, please refer to the Portal Integration Kit Installation Guide for your portal server as well as your portal server documentation. Properties pane The Properties pane allows you to customize the features of the Document List portlet. The settings that you specify in this pane determine what Information Consumers can see and do when they use the portlet. To access the Properties pane 1. Enter the EDIT mode of the portlet. 2. Expand the various nodes and specify the properties of the portlet. For specific information about the properties that you can modify, see Document List properties. 3. After you have made all of the changes, click OK. Document List properties The Document List portlets have the following categories of properties: Custom Appearance Columns Navigation Custom Appearance Custom Appearance contains the properties that determine how a document list is displayed to the Information Consumers. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 23

24 2 Configuring the Document List Portlet Option Description Allow Subscription This option shows/hides the Subscribe option, which allows Information Consumers to add documents to their personalized document list. If you disable the Subscribe option, the check boxes on the document list disappear as well. Allow Delete This option shows/hides the Delete option. This option is available in the Inbox view only. 24 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

25 Configuring the Document List Portlet 2 Option Description This option shows/hides the number of pages as well as the go to page box and button. If the total number of pages is unknown, a plus sign displays beside the total page count. Allow Paging The go to page box allows the Information Consumers to specify which page to display. When Allow Paging is turned off, all documents in the current location will be displayed, no matter what value is set in the Page Size box. For example, the Page Size value is 50, but there are 1000 documents. All 1000 documents will be displayed. Allow Search This option shows/hides the search box and button. Show Navigation List This option shows/hides the Show list, which displays the current folder that the Information Consumers are viewing. The list may also display the top-level folders that they can access and the path of folders that lead from the top-level folder to the current folder. For more information about the Show list, see Navigation. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 25

26 2 Configuring the Document List Portlet Option Description This option lets Information Consumers see the documents that they are not able to access. Show Unavailable Documents A document is inaccessible in one of the following situations: No previously saved versions of the document are available and if the Information Consumer does not have the rights to view the document on demand. The processing server is down. The document link is an orphaned shortcut. For more information, see Avail ability or contact your BusinessObjects Enterprise administrator. Show Footer Toolbar This option shows/hides the toolbar in the Document List portlet footer. Page Size This option allows you to specify how many records to show per page. 26 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

27 Configuring the Document List Portlet 2 Option Description Alternating Row Style This option shows/hides the lines that visually separate the documents on the list. The row style options are as follows: None Lines Alternating Separator Foreground color Use hexadecimal values to set the text color for the row. Separator Background color Use hexadecimal values to set the background color for the row. Selected Row color Use hexadecimal values to set the color for a selected row. The portlet toolbar disappears when you disable all of the following options: Allow Subscription Allow paging Allow search Show navigation list Columns Columns lists the properties that determine which columns of data are displayed for the Information Consumers. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 27

28 2 Configuring the Document List Portlet Option Description Show Read This option displays an open envelope icon when the item is read. This option is available in the Inbox view only. Show Type This option displays the icon that represents the type of document. Show Updated This option displays the date and time the document was last updated. Show Sent This option displays the date and time the document was sent. This option is available in the Inbox view only. 28 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

29 Configuring the Document List Portlet 2 Option Description Show From This option displays the name of the person who sent the document. This option is available in the Inbox view only. Show Availability This option displays the document schedule plan and availability. Show Alert This option displays an alert if a Crystal Report that is scheduled on a recurring basis has generated an alert. Show Keyword This option displays keywords Show Author This option displays the name of the person who created the document, not the BusinessObjects Enterprise Administrator. Show Folder This option displays the folder that the object belongs to. Show Folder is available from only the Inbox and the Search results locations. Show Category This option displays the category that the object belongs to. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 29

30 2 Configuring the Document List Portlet Navigation Navigation properties affect which locations the Information Consumers can access through the portlet. Option Description Show My Inbox This option determines if the Inbox entry should appear in the Show list. Show My Favorites This option determines if the My Favorites entry should appear in the Show list. Show Public Folders This option determines if the Public Folders entry should appear in the Show list. 30 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

31 Configuring the Document List Portlet 2 Option Description Show Personal Categories This option determines if the Personal Categories entry should appear in the Show list. Show Corporate Categories This option determines if the Corporate Categories entry should appear in the Show list. This option sets the initial folder that the portlet displays when Information Consumers access the web page. Default Location The list provides the option to choose a customized sub-location instead of the typical locations such as Public Folders, Inbox, and so on. Select Custom Sub-location from the list, and in the Custom sub-location box, type the default location for the portlet. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 31

32 2 Configuring the Document List Portlet Option Description This option allows you to specify a sub-location as the initial location that the portlet displays when Information Consumers access the web page. Custom sub-location Select Custom sub-location in the Default Location property before you specify a sub-location in this box. You can type the full name or partial name of a sub-location. If you type a partial name, the portlet specifies the closest available match that it can find. (For example, if you type Business, and the only location in Shared Documents with the word Business in its name is General Business, then the portlet specifies General Business as the default custom sub-location.) Remember Active Location This option shows the last visited location when the Information Consumer returns for a subsequent session. Open Document in New Window This option opens a document in a new browser window instead of replacing the current web page with the document. 32 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

33 Configuring the Document List Portlet 2 Option Description Communication Types This option enables the BusinessObjects listing portlet to share a list of objects with other BusinessObjects portlets. Multiple object names must be separated by commas. When the box is empty, the regular viewer is used to display objects. Communication Keyword This option establishes a connection between two BusinessObjects portlets: the Document List and the Document View portlets. You must use the same keyword in both portlets for the Document View portlet to access the objects in the Document List portlet. Communication Types The following table lists the supported object types and the values to use in the Communication Types text box. Object Type Communication Type value Analysis (OLAP) Analysis Analytic (EPM) Analytic Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 33

34 2 Troubleshooting Object Type Communication Type value Crystal Report CrystalReport DesktopIntelligence FullClient Excel Excel MyInfoview Dashboard MyInfoview PDF PDF Powerpoint Powerpoint RTF RTF Txt Txt Webi Webi Troubleshooting This section provides information about specific issues that may occur when you configure the Document List portlet. 34 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

35 Troubleshooting 2 Portlet help If you want to view the online help for the Document List portlet, click the help icon. The online help contains all of the information that is in this guide. Document list If the content of a folder updates while you are viewing the folder (for example, if your BusinessObjects Enterprise administrator adds new documents), the Document List portlet does not automatically refresh to display the new content. To view the updated document list, go to another folder, and then return to the folder that you were previously viewing. Error messages When you view a web page that contains the Document List portlet, you may encounter the following error messages: Message Description Unable to access the BusinessObjects Enterprise infrastructure at servername for username. Contact your reporting administrator for assistance. This message means that you are unable to access the BusinessObjects Enterprise CMS; as a result, the Document List portlet is unable to function properly. Contact your Portal Server administrator and your BusinessObjects Enterprise administrator to resolve the issue. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 35

36 2 Troubleshooting Message Description Unable to access the BusinessObjects Enterprise infrastructure at servername for username. The infrastructure may not be accessible, or you have not been granted access using automatic sign-on with authen tication. Contact your reporting administrator for further details on availability. This message means that the single sign-on feature has not been enabled for your account. Contact your Portal Server administrator and your BusinessObjects Enterprise administrator to resolve the issue. Unable to access the BusinessObjects Enterprise infrastructure at servername for username. The infrastructure may not be accessible, or you have not been granted access as username with authentica tion. Contact your reporting administrator for further details on availability. This message means that you do not have the necessary authentication/access rights (or the system does not recognize them). Contact your Portal Server administrator and your BusinessObjects Enterprise administrator to resolve the issue. To view documents in favorites, subscribe to shared documents. This message appears in the My Favorites folder if you have not subscribed to any documents (that is, the folder is empty). For information about subscribing to documents, see Personalization. No documents available. Contact your BusinessObjects Enterprise administrator for further details on availability. The message means that the folder that you are viewing does not contain any available documents. 36 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

37 Using the Document View Portlet 3

38 Using the Document View Portlet 3 Overview This section describes the features of the Document View portlet. It provides instructions on how to use the portlet to view your documents. Overview The Information Consumers can use the Document View portlet to view different types of documents, including Crystal reports, Word documents, and PDF files. The Document View portlet is used with the Document List portlet, which provides the list of documents and folders available for the Information Consumer to view. Portlet features While the Document View portlet is typically deployed by the Web Site Creator, the features of the portlet depend on configurations that are set by both the Web Site Creator and the BusinessObjects Enterprise administrator. The BusinessObjects Enterprise administrator must enable certain options to allow the Web Site Creator to enable the features of the portlet. As well, the settings that are specified by the BusinessObjects Enterprise administrator override the settings that are specified by the Web Site Creator. For information about the availability of the features in the Document View portlet, contact both your Web Site Creator and your BusinessObjects Enterprise administrator. Working with Document View portlets When you access a web page that contains the Document View portlet, the portlet loads a default document if one has been set. If a default document has not been set, use the edit features of the portlet to select a document to view. To view a document 1. Enter the EDIT mode of the portlet 2. Type the name of the document in the Default Document field. 38 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

39 Using the Document View Portlet Configuring the Document View portlet 3 You can type the full name or partial name of a document. If you type a partial name, the portlet specifies the closest available match that it can find. 3. Click OK. 4. Return to the display mode of the portlet. The document opens in the viewer area. To view a document with the Browse feature 1. Enter the EDIT mode of the portlet. 2. Click the Browse button. A list of folders appears in the viewer area. 3. Navigate to the document that you want to view and select it. The document opens in the viewer area. Configuring the Document View portlet As the Web Site Creator, you can also modify the features of the Document View portlet. To make changes to the appearance and/or functionality of the portlet, see Properties pane Adding the portlet If you want to provide Information Consumers with access to their shared documents in BusinessObjects Enterprise, you need to add the Document View portlet to a shared page in the portal server. For more information on how to add a portlet, please refer to the Portal Integration Kit Installation Guide for your portal server as well as your portal server documentation. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 39

40 Using the Document View Portlet 3 Configuring the Document View portlet Properties pane The Properties pane allows you to customize the features of the Document View portlet. The settings that you specify in this pane determine what Information Consumers can see and do when they use the portlet. To access the Properties pane 1. Enter the EDIT mode of the portlet. 2. Specify the properties of the portlet. For specific information about the properties that you can modify, see Document View properties. 3. After you have made all of the changes, click OK. Document View properties Custom Appearance The Document View portlets have the following categories of properties: Custom Appearance General Behavior Custom Appearance contains the properties that determine how a document is displayed. 40 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

41 Using the Document View Portlet Configuring the Document View portlet 3 Option Description Viewer Width This option allows you to set the width of the portlet viewer area. Viewer Height This option allows you to set the height of the portlet viewer area. This option appends the document name to the Document View portlet title. Show Document Name The document name will be appended to the portlet title if the portal server supports dynamic changes to the portlet title. General Behavior General Behavior contains the properties that determine which document is displayed. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 41

42 Using the Document View Portlet 3 Configuring the Document View portlet Option Description The document that you specify in this field is automatically displayed in the Document View portlet when Information Consumers access the web page. Default Document You can click the Use Current button to set the current document as the default document, or click the Browse button to search for a document. You can type the full name, ID, or CUID of a document in this field. If you type the partial name of a document, the portlet displays the closest available match in your system. This option establishes a connection between the Document List and the Document View portlets. Communication Keyword You must use the same keyword in both portlets for the Document View portlet to access the objects in the Document List portlet. 42 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

43 Using the Document View Portlet Troubleshooting 3 Connecting Document List and Document View portlets If the Communication Type and Communication Keyword are set, you can select an object from the Document List portlet to display in the Document View portlet. To connect the Document List portlet and the Document View portlet 1. Enter the EDIT mode of the Document List portlet. 2. Type a keyword into the Communication Types text box. For example, type CrystalReport. 3. Type any keyword into the Communication Keyword text box. For example, type Communication1. 4. Click OK. 5. Return to view mode. 6. Enter the EDIT mode of the Document View portlet. 7. Type the same keyword (Communication1) into the Communication Keyword text box. 8. Click OK. 9. Return to view mode. 10. In the Document List portlet, select a report. The report is displayed in the Document View portlet. If there is no value in the Communication Types text box, objects from the Document List portlet will be displayed in a new browser window. Troubleshooting This section provides information about specific issues that may occur when you use the Document View portlet. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 43

44 Using the Document View Portlet 3 Troubleshooting Portlet help If you want to view the online help for the Document List portlet, click the help icon. The online help contains all of the information that is in this guide. 44 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

45 More Information A

46 A More Information Information Resource SAP BusinessObjects product information Location Select > SAP BusinessObjects. SAP Help Portal 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. SAP Service Marketplace > Documentation Installation guides: guides Release notes: 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. Developer resources Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

47 More Information A Information Resource Location SAP BusinessObjects articles on the SAP Community Network These articles were formerly known as technical papers. Notes These notes were formerly known as Knowledge Base articles. Forums on the SAP Community Network Training From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Online customer 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. sulting Consulting 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 cus tomized embedding technology. Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 47

48 A More Information 48 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

49 Index A adding portlets 22 availability 20 B Business Intelligence Documents portlets 8, 38 features 9, 38 C Central Management Console 9, 38 CMC 9, 38 column Alert 6 Author 6 Availability 6 Category 6 Folder 6 From 6 Keyword 6 mail notification 6 Name 6 Select 6 Sent 6 Type 6 Updated 6 Custom Appearance 23, 40 D document lists 15 F features 9, 38 folder 15 Custom subfolder 15 My Favorites 15 Public Folders 15 G General Behavior 41 H header 9 O object type 19 P Personalization 18 portlet 8, 38 Properties pane 23, 40 R reports 19 accessing 19 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets 49

50 Index S Select column 6 Show list 6 Subscribe 6 T troubleshooting 34, 43 type 19 U Unsubscribe 6 Toolbar 9 Business Intelligence Documents portlet 9 50 Portal Integration Kit User's Guide for SAP BusinessObjects Portlets

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