User manual | 50 mobiBB user en

SAP BusinessObjects Mobile for BlackBerry
Document Version: 5.0 - 2013-07-14
BlackBerry User Guide
Table of Contents
1
Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.1
Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.2
Product Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.3
Related Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2
Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.1
Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.2
Downloading the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.2.1
Over-The-Air (OTA) via Secure Website. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
2.2.2
Using the BlackBerry Desktop Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.3
Launching the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.4
Configuring the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.5
Logging Into the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2.5.1
Accessing the Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
2.5.2
Connecting Automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.6
Running the Application in Background. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.7
Exiting the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
3
Navigation Menus and shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.1
Application Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.2
The Preferences Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.3
Quick Reference to Keypad Shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
4
Using the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.1
Searching Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.2
Viewing Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.3
4.2.1
Setting your Viewing Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.2.2
Viewing Documents in Panoramic Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Setting a Default Folder or Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.3.1
Deselecting a Default Document or Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.4
Language Support for Document Viewing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4.5
Accessing Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4.6
2
4.5.1
Opening Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4.5.2
Supported Features in Mobile Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
4.5.3
Drilling Data for More Detailed Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Performing Follow-up Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
4.6.1
Displaying Contact Details Using elookup/plookup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
4.6.2
Sending an SMS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
4.6.3
Making a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
4.6.4
Sending an E-Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
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Table of Contents
4.7
Sending the URL of the BI Document by E-Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
4.8
Refreshing Results and Synchronizing Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
4.9
4.8.1
Synchronizing Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
4.8.2
Refreshing Reports with the Latest Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.8.3
Using Prompts and Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Subscribing to Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
4.9.1
Quick Reference to Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
4.9.2
Subscribing to an Alert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
4.9.3
Viewing Alert Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
4.9.4
Managing Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
4.9.5
Managing Alert Subscriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.10
Saving the Documents Locally on your Mobile Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.11
Working with Documents Stored Locally on your Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.11.1
Working with Local Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
4.11.2
Saving Documents Locally on Your Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
4.11.3
Deleting Local Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4.11.4
Viewing Document Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
BlackBerry User Guide
Table of Contents
© 2013 SAP AG or an SAP affiliate company. All rights reserved.
3
1
Preface
This guide provides information on how to use SAP BusinessObjects Mobile application to access and manage
SAP BusinessObjects Web intelligence documents and Crystal Reports using BlackBerry smartphone.
1.1
Audience
This guide aims to assist the business professionals on the move, who use the SAP BusinessObjects Mobile
application on their Blackberry device for ad hoc query reporting and analysis of Business Intelligence
information.
1.2
Product Overview
Use SAP BusinessObjects Mobile solution to access, analyze and manage your critical business information before
making analytical decisions.
SAP BusinessObjects Mobile is a data analysis application that lets you explore business data in reports, graphs,
and charts on your BlackBerry smartphone, any place and any time.
You can use this application to connect to your Mobile Server to access interactive SAP BusinessObjects Web
Intelligence documents and Crystal Reports. This application is designed specifically to provide you with a simple
yet rich intuitive user interface to support chart-rendering and single-click access features on the BlackBerry
smartphone.
The application provides you with extensive options such as filtering and drilling on information, thus helping you
to interpret the analytical data from different perspectives for a deeper analysis. You can select from a variety of
data interpretation features to view data measures in a format of your choice.
This guide will allow you to learn how to use all the features that this application offers.
1.3
Related Documents
For more information, see the following guides:
●
SAP BusinessObjects Mobile (for BlackBerry) 5.0- Administrator and Report Designer’s Guide
●
SAP BusinessObjects Mobile (for BlackBerry) 5.0- Release Notes Guide
●
SAP BusinessObjects Mobile- Security Guide
●
SAP BusinessObjects Mobile Server Deployment and Configuration Guide
●
SAP BusinessObjects Business Intelligence Suite 4.0 Support Package 4- SAP BusinessObjects Web
Intelligence Users Guide
4
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BlackBerry User Guide
Preface
2
Getting Started
With SAP BusinessObjects Mobile client application, you can manage your Business Intelligence (BI) documents
and data, using a wide range of features and functionality.
●
Set up a default document or folder that opens automatically whenever you log into the application
●
Refresh reports to retrieve the latest data
●
View results using keypad shortcuts
●
Navigate to related documents using hyperlinks in 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.
●
Perform follow-up actions by clicking report cells to launch SMS, phone calls or e-mail.
●
Save documents locally and view them offline, to mitigate network interruptions and minimize communication
costs.
●
Send links of BI documents by e-mail.
●
Search BI documents in the Mobile category.
●
Extend the usability for existing groups of mobile users that have secure access to BI content. This supports
the mobile device form factor. This includes re-using universes, queries, variables, and report parts.
While viewing Web Intelligence reports, you can also:
●
Drill down through results to analyze detailed or summary data.
●
Track data changes using customizable highlighting (this feature is set up by the document creator).
2.1
Prerequisites
Before you download the SAP BusinessObjects Mobile application to your device:
●
Verify that your mobile device model is available in the supported mobile devices. You can either consult your
IT administrator for this information or read the Products Availability Report (PAR) document available at:
http://service.sap.com/bosap-support
●
Ask your IT administrator for the URL of the application's download website.
2.2
Downloading the Application
There are two methods for downloading:
●
You can download the application from a website using the standard OTA (Over-The-Air) protocol for
transmitting and receiving application-related information in a wireless communications system. Contact
your IT administrator to obtain the website URL.
●
You can download the application from your desktop computer using another data transmission method, like
the data cable supplied with your device or Bluetooth technology or by using the Desktop Manager software
supplied by your device manufacturer.
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5
It is recommended that only IT and technical specialists use this method to download the application. This
download option is useful for administrators or power users who want to test the application on a single
device.
2.2.1
Over-The-Air (OTA) via Secure Website
To deploy the client application on your device using OTA, perform the following steps:
1.
On your mobile device, choose the browser icon.
2.
Download the client application from the standard OTA (Over-The-Air) protocol. Default URL: http://IP
Address:Port/ota
3.
Choose Click here to download SAP BusinessObjects Mobile for BlackBerry.
4.
On the Download SAP BusinessObjects screen, choose Set Application Permission.
5.
Choose Download. A popup window appears with the message "This application was successfully installed"
6.
Choose OK.
2.2.2
Using the BlackBerry Desktop Software
Alternatively, you can download the application on your BlackBerry device using the BlackBerry desktop software.
To download the application to your BlackBerry mobile device, perform the following steps:
1.
Download the SAP_BI-5.0.0-smp.zip file from the Service Market Place (SMP).
2.
Extract the folder from SAP_BI-5.0.0-smp.zip.
3.
Open the SAP_BI/desktop folder on the local drive.
4.
Launch BlackBerry desktop software on your desktop.
5.
Connect your BlackBerry device to the desktop using a data cable or a Bluetooth connection.
6.
In the BlackBerry desktop software, choose Applications.
7.
Choose Import file.
8.
Open SAP BI.alx.
9.
Choose Apply.
10. Disconnect your BlackBerry device.
The SAP BusinessObjects icon is now available on your BlackBerry device
6
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.
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Getting Started
2.3
Launching the Application
The SAP BusinessObjects Mobile icon is displayed with the other application icons on your mobile device.
To launch SAP BusinessObjects Mobile, select the SAP BusinessObjects Mobile application icon, and then
perform the relevant action for your device:
●
Double-click the wheel or
●
Click the center button or
●
Select the application icon on the device touch screen with a stylus.
The SAP BusinessObjects Mobile flash screen.
Note
A welcome screen is displayed after the splash screen.
2.4
Configuring the Application
Before you configure your device to connect to the SAP BusinessObjects Business Intelligence platform server,
make sure you have the following details:
●
SAP BusinessObjects Mobile server URL
Example: http://<IPAddress>:Port
●
Connection preference
●
CMS name
●
Server authentication type
These details can be obtained from your IT administrator.
Note
If your IT administrator has pre-configured the SAP BusinessObjects Mobile application before it is downloaded
to your device, a connection is automatically made to the SAP BusinessObjects Business Intelligence platform
server and no configuration is required. However, if the application was not pre-configured, you must enter the
connection and authentication information manually when you connect to the SAP BusinessObjects
BusinessIntelligence platform server for the first time.
To enter the connection and authentication information:
1.
Launch the SAP BusinessObjects Mobile application on your mobile device.
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A welcome screen appears after the splash screen.
On the Welcome screen:
○
Select View Sample Report to access the sample reports stored locally on your mobile device.
○
Select Connect to Server to connect to your secure enterprise server. On selecting this option the login
screen appears.
○
If you do not want to see the Welcome screen on launching the application, check the option Do not show
this screen again on the Welcome screen.
Note
To uncheck this option, go to Application Preferences and check Show Welcome screen option.
2.
Launch the device menu.
3.
Select Connection settings.
8
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Getting Started
4.
To access the pre-defined connection settings screen, perform the following sub steps:
a) On the Connection Setting screen, launch the device menu.
b) Select Get Connections.
c) On the Configuration server screen, enter the URL where the MOBIserver.war file is deployed.
d) Open the device menu and select Get List.
e) On the Connections screen, select the connection that you want to use.
f)
5.
Open the device menu, and select OK.
If you want to manually set the Connection Settings screen, perform the following sub steps:
a) In the Server URL field, enter the server URL provided by your IT administrator.
b) In the CMS name field, enter the SAP BusinessObjects Enterprise server name.
c) In the Auth. Method field, select the authentication method set up for you by your IT administrator.
d) In the Connection Preferences field, select the connection preference.
6.
Open the menu:
○
Select Save to save your changes.
○
Select Back to cancel your changes.
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9
7.
Return to the Login screen.
2.5
Logging Into the Application
Once you have launched the SAP BusinessObjects Mobile application on your mobile device, enter your valid login
credentials. You can then access your local documents and SAP BusinessObjects Business Intelligence platform
server documents.
Note
Your IT administrator must grant the appropriate rights for you to access and interact with documents using
SAP BusinessObjects Mobile.
To log into SAP BusinessObjects Mobile:
1.
10
On the Login page, enter the required information into the following mandatory fields:
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BlackBerry User Guide
Getting Started
a) Username - the SAP BusinessObjects user name assigned to you by your IT administrator.
b) Password - the password that you or your administrator defined in the SAP BusinessObjects BI launch
pad.
2.
If you want to view the password characters while entering the password instead of the asterisks (*)on your
device, unselect the Mask password entry option.
Note
To view this option on the login screen, perform the following substeps:
3.
1.
On your device, go to Preferences.
2.
Select Allow Password UnMasking.
3.
Relaunch the application.
If you want to start SAP BusinessObjects Mobile automatically each time you launch the application 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 want to avoid entering your user name and password each time you log into SAP BusinessObjects
Mobile, select Save password.
Note
You can configure your login options so that each time you launch the SAP BusinessObjects Mobile
application, you are logged into BusinesssObjects Mobile automatically. This saves 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.
5.
If you only want to access documents stored locally on your device and you do not want to access the SAP
BusinessObjects Business Intelligence platform server online, select Work offline.
Note
6.
○
After your first login, you can work with documents stored locally on your device without being
connected to the SAP BusinessObjects Business Intelligence platform server. This is useful if you are
experiencing wireless network issues or you simply want to work on business intelligence data while on
the move without incurring communication costs.
○
Your first login must be on the SAP BusinessObjects Business Intelligence platform server.
○
Ensure that you can retrieve server documents and store them locally on your device. With subsequent
logins, select this option to choose not to connect to the server and work with previously saved
documents.
Open the menu and select Login to access SAP BusinessObjects Mobile.
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11
2.5.1
Accessing the Home Page
The application home page contains links to view the following types of documents:
●
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 Business Intelligence
platform server.
Note
When you synchronize your mobile device with the SAP BusinessObjects Business Intelligence platform
server, any local documents that no longer exist on the server are automatically deleted from your device
(for example, you save a copy of a server document 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 Business Intelligence platform server and are
therefore only accessible in online mode when you are connected to the server.
●
Mobile-ready documents
Users are allowed to view the documents that are available under the Mobile category in the Business
Enterprise repository. If your Mobile-ready documents link does not display any documents, this indicates
that your administrator has either not set up the Mobile category or the document list is empty.
●
Search
SAP BusinessObjects Mobile searches the documents that are categorized as Mobile-ready and retrieves the
list of documents that matches the specified search string
●
Recently viewed documents
A list of the documents that you recently viewed is displayed. Select a document to open it, open the device
menu and choose Open.
Note
●
To navigate to the home page from anywhere within the application, select the Go to home page option
from the menu.
●
You can override the home page behavior by setting a default folder or document.
2.5.2
Connecting Automatically
You can log into SAP BusinessObjects automatically when you launch the application, by selecting Auto-Connect
in the login options. This helps you 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.
12
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Getting Started
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 configure automatic connection to the application homepage, perform the following steps:
1.
On 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.
Select Login.
You are logged into the application and your automatic login preferences are saved.
2.6
Running the Application in Background
If you want to work with other tools or applications on your mobile device and remain in contact with the SAP
BusinessObjects Business Intelligence platform server, you can opt to login 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 on to SAP BusinessObjects Mobile.
2.
Open 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.
2.7
Exiting the Application
Closing the SAP BusinessObjects Mobile application ends your connection to the SAP BusinessObjects Business
Intelligence platform server.
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13
To log out of the SAP BusinessObjects Business Intelligence platform server:
1.
Open the application menu on the device.
2.
Select Exit.
Note
If you have subscribed to any alerts, SAP BusinessObjects Mobile displays a message informing 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.
14
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Getting Started
3
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 Web Intelligence document that contains multiple reports, you can use 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.
3.1
Application Menu
This menu is available once you have logged in to the SAP BusinessObjects Mobile session homepage screen.
Option
Description
Open
Opens the document that is selected by the user.
Remove from Homepage
Deletes the most recently viewed document from the
homepage.
Refresh list
Refreshes the current document list within the application.
Set as default
Sets the selected document or the folder as the default. The
document or folder set as default opens automatically when
the application user logs into the application.
Search
Finds documents and folders in the Mobile-ready documents.
Alert management
Views and manages the incoming alerts.
Preferences
Configures application preferences. For more information,
refer to The Preferences menu.
Hide
Run the application in the background.
Exit
Exit or log out of the SAP BusinessObjects Mobile application
Note
A confirmation message appears.
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Option
Description
Copy
●
Select Yes to exit the application.
●
Select No to return to the previous displayed page.
Copy the name of the document and paste it into any text
editor.
Note
This is a standard feature supported by BlackBerry
devices.
3.2
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.
Option
Description
Zoom fit to screen
Automatically resizes the currently selected block of data to
fit the mobile device screen.
Zoom (<n>%)
You can set the zoom percentage to a value between 30 and
150 for graphs and charts. This enables you to view the
report conveniently on your device.
Scroll step (screen <n>%)
Specifies the percentage of the screen used to scroll the
display in Panoramic view mode.
Alert time
Time interval that elapses before a request is sent from the
client application to the server to check for new alerts. This
value is set in minutes and the minimum value should be
greater than or equal to five minutes.
Recover Local Store
Retrieves all the locally saved documents from the server.
Note
This option is ONLY available to you once you login to a
Mobile Server.
Show status bar
Displays the value of the selected cell and current zoom
percentage in a status bar at the bottom of the screen.
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Option
Description
Show title
Displays the title of the report when opened for viewing.
Save local copy on view
Saves a document copy in the local store whenever a
document is viewed.
Auto-connect
Saves your login options so that you are connected
automatically when you turn on your device. Deselect this
option to display the manual login screen the next time you
turn on your device.
Allow Password UnMasking
This option enables the user to view characters while
entering the password instead of asterisks (*).
Note
●
By default this option is not available on your device.
To enable this option, refer to Preconfiguring the
Mobile Client Application with Connection Setting
Details section in Installation and deployment guide
4.0 SP6.
Show Welcome screen
Set as default
A welcome screen displays after the splash screen on the
launch of the application:
●
Select View Sample Report to access the sample reports
stored locally on your mobile device.
●
Select Connect to Server to connect to your secure
enterprise server. When you select this option, the login
screen appears.
●
If you do not want to see the welcome screen again, go
to Preferences. Select the Do not show this screen again
check box and save this setting. You are redirected to
the login screen after launching the application.
Set a default folder/document. Each time you log into SAP
BusinessObjects Mobile server, you immediately see the
default folder/ document .
Note
This option only appears in the Preferences menu if you
have specified a default folder.
Open first report
Displays the first report of a Web Intelligence document when
you open a document with multiple reports.
Show Report List
Displays the report list when you open a Web Intelligence
document with multiple reports.
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Option
Description
Open the last saved report
Displays the last saved report when you open a Web
Intelligence document with multiple reports.
Open report name with - String: mobile
Opens the report containing the specified search string as
the report name. By default, "mobile" is specified as the
search string.
3.3
Quick Reference to Keypad Shortcuts
Using keypad shortcuts saves you time when you want to navigate through reports or set viewing options quickly.
Key
Command
Description
1
Toggle status bar
Toggles the Show Current Cell Value
display line on or off at the bottom of
the screen in the status bar.
2
Toggle title bar
Toggles the Report Name display line on
or off at the top of the screen in the title
bar
3
Show table headers
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]
4
Previous page
Opens the previous report page.
Note
This only works if there is a next or
previous page.
5
100% Rendering
Sets the zoom to 100%, which means
that one pixel rendered on the mobile
device represents one pixel in the
original document.
6
Next page
Opens the next report page.
Note
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Key
Command
Description
This only works if there is a next or
previous page.
7
Zoom out
Incrementally zooms out from the
current view. minimum zoom=30%,
maximum zoom=150%,
increments=10%.
8
Fit to screen
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.
9
Zoom in
Incrementally zooms in from the current
view. minimum zoom=30%, maximum
zoom=150%, increments=10%.
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4
Using the Application
On launching the application, you are directed to the Home screen.
4.1
Searching Documents
SAP BusinessObjects Mobile enables you to search BI documents in the Mobile Ready Documents. It provides
easy and quick access to BI documents.
SAP BusinessObjects Mobile searches the documents that are available within the "Mobile" Category in the
Enterprise Repository and retrieves the list of documents that matches the specified search string.
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 select Search from the menu.
3.
Enter the search string.
4.
From the menu, select Search.
The list of documents matching the specified search string is displayed in the Search Results page.
4.2
Viewing Options
You can use a range of viewing and navigation options to customize the way you want to view your business
intelligence reports and graphical elements (such as graphs).
4.2.1
Setting your Viewing Options
You can use the viewing options to customize the display of reports and charts and choose how you want to
navigate documents.
4.2.2
Viewing Documents in Panoramic Mode
You can pan horizontally through wide reports or graphs, by viewing them in panoramic mode.
Note
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●
Due to the structure of Crystal reports, when you navigate reports cell-by-cell on a device, it is difficult to
navigate to adjacent cells. When you view Crystal reports in panoramic mode, however, you can easily
scroll to specific columns and rows.
●
When you are in panoramic mode, you cannot activate cell contents. For example, you cannot drill down on
values or use embedded actions, such as sending SMS.
To enter or leave panoramic mode:
1.
Open a document on your device and open the device menu.
2.
Select Enter Panoramic mode or Leave Panoramic mode.
4.3
Setting a Default Folder or Document
You can define a default folder or a document as a default. Each time you log on to SAP BusinessObjects Mobile,
your home page automatically lists the default folders or documents that you have selected.
To change your preferences so that the application opens to the folder or document of your choice:
1.
Navigate to the desired folder or document.
2.
Launch the device menu.
3.
Select Set as default.
If you have set a 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
●
To view the list of documents, open the menu and then select Go to doc list.
●
You can browse the folder hierarchy from the document display screen by selecting Go to top folder from
the menu.
●
If you delete your default document, which was stored locally on your mobile device as an offline
document, SAP BusinessObjects Mobile cannot open this document by default when you log on to the
application.
4.3.1
Deselecting a Default Document or Folder
You have a document set to open by default each time you log into the SAP BusinessObjects Business Intelligence
platform server. If you no longer want this specific document to open automatically, deselect it.
To deselect your default document or folder:
1.
From within a document or from the Login screen, open the menu and then select Preferences.
2.
To deselect a default document, click Keep report default or to deselect a default folder, click Keep folder
default.
These options only appear in the menu if you have previously set a default document or folder.
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The next time you log into SAP BusinessObjects Mobile, the home page with mobile related documents appears, if
your administrator has grouped mobile documents into a category. Otherwise the list of documents in the toplevel folder on the SAP BusinessObjects Business Intelligence platform server appears.
4.4
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, a Web Intelligence report with Korean text characters is displayed correctly on a device, on which
the Korean language character set is installed.
4.5
Accessing Documents
There are various ways of accessing the documents on the SAP BusinessObjects Business Intelligence platform
server:
●
the home page, which contains documents that can be viewed on mobile devices.
●
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, which opens automatically when you log in to the server.
4.5.1
Opening Documents
SAP BusinessObjects Mobile supports the following types of business intelligence documents:
●
Web Intelligence 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 Business Intelligence platform server. Your IT or business intelligence administrator can
provide more information on the location of mobile documents, if necessary. You can also access other
documents. However, depending on the document size and format, the display is limited by the size of your
mobile device.
To open a document, perform the following steps:
1.
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After logging into the SAP BusinessObjects Business Intelligence platform server, select the type of
documents you want to access:
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○
Local documents
○
Server documents
○
Mobile-ready documents
○
Search
Note
You can also access the most recently viewed documents from the home page.
2.
Navigate to the document you want to open and select its title.
Note
With touchscreen smartphones, you can open the document/folder/report with a single tap on its title.
3.
Open the device menu and select 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 authorization to refresh documents, a message appears informing you that the document
cannot be opened.
4.
Select Next or Back to navigate between pages.
5.
Use the navigation features available on your device to navigate between document cells.
4.5.2
Supported Features in Mobile Documents
Depending on the type of document you are viewing on your mobile device, specific features may present some
functional limitations.
4.5.2.1
Web Intelligence Document Features
As a SAP BusinessObjects Mobile user, you can analyze and interact with business intelligence information
contained in Web Intelligence documents in different ways.
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 a document link allows you to view more information on the data in the initial
report.
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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 predefined recipient. For example, a report row containing results for a specific geographical region can include a cell,
which allows you to send comments on the results as an SMS to the sales manager for this region.
Using prompts to filter the values displayed on reports
Use prompts with filters so that when you refresh a Web Intelligence document, only the results relevant to your
analysis are retrieved.
Navigating documents containing multiple reports
Web Intelligence documents 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 Open report or OK.
Note
Each report within a Web Intelligence document is displayed according to the pagination options configured by
the creator of the document. One document page corresponds to one screen on your device. This makes
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.
Note
While creating reports, if you use the Strike through formatting option under Track Data changes, the strike
through in the data will not be displayed on your BlackBerry device. This is a technology limitation in BlackBerry
devices.
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Refreshing reports to see the latest data on the database
When you refresh a Web Intelligence document, the latest data is retrieved from the data source and returned to
the reports the document contains. Refreshing documents means you can see fully up to date results. However,
depending on the size of the document the refresh operation can be time consuming. One possible workaround 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.
Note
It is recommended that Web Intelligence documents intended for mobile users are created and edited using the
Java interface for SAP BusinessObjects BI. This is, because the formatting can be tightly controlled using this
editor for optimal results on mobile devices.
4.5.2.2
Crystal Reports Features
As a SAP BusinessObjects Mobile user, you can interact with business intelligence information contained in
Crystal reports in limited ways. However, there are some navigation, display, and functional differences between
Crystal reports viewed on a mobile device and on 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 on 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.
Note
You cannot perform drill actions on Crystal reports using SAP BusinessObjects Mobile.
Viewing charts on reports
You can view all chart types available with Crystal Reports.
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4.5.3
Drilling Data for More Detailed Results
Using drill analysis, you can drill down to a detailed breakdown of the values that make up the summary result
displayed in a cell. you can also drill up to see how the value in a cell aggregates up. The exact levels where you can
drill the data, depends on how the report designer has set up the drill hierarchy.
Note
●
You can only drill on a report if your document is saved in drill mode in the enterprise repository.
●
On touch-screen devices, to perform any action on the cell (such as opening a link or drilling down to
details), you need to touch and hold the relevant cell. Tapping the cell would only select or highlight the
particular cell.
4.5.3.1
Drilling on a Report
Web Intelligence 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 the drill capability, open the
application menu from the document and select Leave panoramic mode.
Note
●
You cannot drill on Crystal reports using SAP BusinessObjects Mobile.
●
You cannot drill on Web Intelligence reports created on hierarchical data on BEx queries.
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:
○
Select Drill Up to to see aggregated values.
○
Select Drill Down to to see a more detailed breakdown of values.
4.5.3.2
Drilling on a Graph or Chart
Graphs and charts are made drillable by the report creator at design time.
Note
When you view a graph or chart in Panoramic mode, drill is not activated. To activate the drill capability, open a
document and, from the application menu, 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:
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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.
In the device menu, select:
○
Drill Up to to see aggregated values.
○
Drill Down to to see a more detailed breakdown of values.
4.5.3.3
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.
Note
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 open Leave panoramic mode.
To drill to a related document from a cell value hyperlink:
1.
Select the hyperlinked cell to open the device menu.
2.
Select Open doc.
The target document opens on the device screen. To return to the original document, select Back on the device.
4.6
Performing Follow-up Actions
These actions enable you to leverage the context and data displayed on reports to make better and timely
business decisions. SAP BusinessObjects Mobile actions are triggered using 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 in a report, the 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.
4.6.1
Displaying Contact Details Using elookup/plookup
Actions are embedded into reports as hyperlinks by the document creator at design time.
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Note
The lookup action is obsolete in SAP BusinessObjects Mobile 4.0 SP6, and has been replaced by local elookup
and plookup actions. However, documents designed in earlier releases using the lookup action still work in SAP
BusinessObjects Mobile 4.0 SP6.
The plookup action allows you to retrieve a phone number from your device 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 address book and then send an email to that contact.
To find an address book entry using the embedded lookup action:
1.
Select the hyperlinked cell on the document.
2.
Open the device menu, and select the required action.
For more information about how to embed actions into the document, see the Designing BI documents for Mobile
users guide.
4.6.2
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 using the smsto action:
1.
Select the hyperlinked cell on the document.
2.
Open the device menu, and select Sms.
The SMS message field appears. Here you can type your message.
4.6.3
Making a Call
Actions are embedded into reports by the document creator at design time.
The phoneto action enables you to call a predefined recipient. The phoneto action is typically combined with the
lookup action. In is case, the Mobile application locates the appropriate phone number in the address book stored
on the device.
To make a call using the embedded phoneto action:
1.
Select the hyperlinked cell on the document.
2.
Open the device menu, and select Call to execute the phoneto action for the number you selected.
4.6.4
Sending an E-Mail
The mailto action enables you to send an e-mail message to a predefined recipient.
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To send an email using the mailto action:
1.
Select the hyperlinked cell on the document.
2.
Open the device menu, and select Send mail.
3.
In the E-mail message field, type your message.
4.7
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 a BI document by e-mail, perform the following steps:
1.
Open the BI document.
2.
If you have local actions embedded in the report, 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 a local phonebook or corporate address book on a mobile device. The recipient can be manually
entered by the user. The recipient can also be identified either by the name local actions (with elookup/
plookup), or by an e-mail address with a local "mailto" action in the document.
3.
From the menu, select Send report.
4.
From the menu, select Send.
The subject of the e-mail sent to the recipient contains the BI document name. Recipients can open the BI
document on their desktop browser by clicking the openDocument URL in the e-mail body.
4.8
Refreshing Results and Synchronizing Documents
If you have the appropriate security profile (authorization) allocated to you by your IT Administrator, you can:
●
Refresh online documents, when you are logged into the SAP BusinessObjects Business Intelligence platform
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 Business Intelligence platform server.
When you synchronize an offline document, the new version is saved back to the offline document store on
your mobile device.
4.8.1
Synchronizing Documents
You can save copies of documents (available on the server) to your local device. You can synchronize these local
copies (offline documents) with their online counterparts published on the SAP BusinessObjects server. Sync all
lets you retrieve the latest document version for use on your device.
When you synchronize a document, a message appears asking you to confirm that you want to save the more
recent version from the server onto your device memory and overwrite the previous version.
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The Mobile client only updates the information that has changed since the last synchronization. This means 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 all the offline documents:
1.
Navigate to your list of offline documents (stored locally on your device).
2.
Select the document you want to synchronize (without opening it). Open the menu.
3.
From the menu, select Sync All to synchronize all documents in the local storage.
A message is displayed warning you that synchronization requires a return to connected mode.
4.
Select Yes to switch to connected mode and login to the SAP BusinessObjects server to synchronize the local
documents.
4.8.2
Refreshing Reports with the Latest Data
To refresh a document, your Refresh a report's data security authorization must be set to Granted in your SAP
BusinessObjects Business Intelligence platform 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 Business Intelligence
platform 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 the refresh action, the reports in the document display the most up-to-date results.
To refresh a document:
1.
Log in to the SAP BusinessObjects Business Intelligence platform server. Navigate to the document you want
to refresh.
2.
Open the document.
3.
Open the device menu, and select Refresh.
A message is displayed stating 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.
4.8.3
Using Prompts and Parameters
Using SAP BusinessObjects Mobile, you can use the prompts in Web Intelligence documents and the parameters
in Crystal reports to restrict the values (included in your reports) 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.
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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 the ones you
selected when you last refreshed the document from your mobile device.
To change the values for the prompts you can either :
Revert to the default values specified by the document creator.
Enter or select different values from the available values on the database.
4.8.3.1
Modifying Prompts to Change Report Filters
Prompts and parameters are defined for Web Intelligence documents and Crystal reports by the document
creator at design time.
To modify the values currently specified for prompts, perform the following steps:
1.
From within a document, launch the menu and then select 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, open the device menu, and
select Apply default value.
○
To reset all the prompt values to the default values specified by the report creator, open 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, open the device menu and select Set empty to default.
○
If you want to reset the values of all the prompts, open the device menu and select Delete all. This option
completely removes the values 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 and displayed in 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.
4.9
Subscribing to Alerts
If you subscribe to an alert, you are notified on your mobile device as soon as a specific modification to a specific
document has been made on the SAP BusinessObjects Business Intelligence platform 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.
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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 for a document that you receive on your device, 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 to ) and deactivate (unsubscribe from) alerts on your device.
Note
●
You can only receive alerts on online documents stored on the SAP BusinessObjects Business Intelligence
platform 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. Select View doc to view the latest instance of the document, or select Ignore, if
you want to view it later.
Related Links
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#unique_51
#unique_52
#unique_53
#unique_54
4.9.1
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:
This alert type...
is useful if you want to be
alerted...
For example...
Document alert
When a specific document is modified.
Another person has refreshed the
document.
Conditional data alert
When the current report values activate
The current report values meet at least
at least one of the specific alerters in a
one of the conditions defined on an
report.
alerter on a report, which triggers the
alert.
Scheduled document alert
32
When you want to be notified each time
A scheduled refresh or publish is
a scheduled execution is run.
executed on the document.
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BlackBerry User Guide
Using the Application
This alert type...
is useful if you want to be
alerted...
For example...
Scheduled conditional data alert
When the current report values during a
The current report values after a
scheduled refresh activate a specific
schedule refresh meet at least one of
alerter in a report.
the conditions defined on a report in the
alerter.
4.9.2
Subscribing to an Alert
You can subscribe to specific alerts yourself using the options in SAP BusinessObjects Mobile (from 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 Business Intelligence
platform server.
The way you subscribe to an alert using- your device depends on the alert types available for the selected
document:
Alert Type
Subscription Method
Document alert
Select the document title (without opening the document)
and activate the alert.
Conditional data alert
Select the document and activate alerts on the Alert
properties pane.
Scheduled document alert
Select the document title and view the schedule properties to
select the specific schedule for which you want to receive an
alert. Then activate alerts.
Scheduled conditional data alert
Select the document and view the schedule properties.
Select the recurrence for which you want to select an
alerter.Then activate alerts.
Note
For information on how to schedule documents, refer to the SAP BusinessObjects Business Intelligence
Platform InfoView User's Guide.
To subscribe to an alert, perform the following steps:
1.
Navigate to and select a document with alert capabilities from the list of documents (do not open the
document).
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33
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.
Open the application menu and select Subscribe.
If you selected the Store local copy option, a message appears to inform you that the alert is activated and the
updated document has been retrieved.
You are now subscribed to the alerts available for the selected document.
4.9.3
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, perform the following steps:
1.
From the application menu, select Document Alert Settings.
The Document Alert Properties screen is displayed.
2.
Select the alert with the 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
4.9.4
Managing Alerts
When you receive an alert, you can either view it immediately, or ignore it. If you ignore an alert, you can view it
later using the Alert Management option. Once you view the instance of the document, the alert is no longer stored
on the device.
You can manage the document update and schedule alerts using the Alert Management option in the Mobile
application.
To manage an alert, perform the following steps:
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© 2013 SAP AG or an SAP affiliate company. All rights reserved.
BlackBerry User Guide
Using the Application
1.
Log on to the SAP BusinessObjects Mobile application on your device.
2.
From the application menu, select Alert management.
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.
4.9.5
Managing Alert Subscriptions
When you subscribe to a document update or document schedule alerts, you receive alerts when the document is
updated or scheduled. When you subscribe to alerts, the state of your alert subscription is enabled by default. If
you do not want to receive alerts, then you can disable alert subscription using the Manage Subscriptions option.
To disable alert subscriptions, perform the following steps:
1.
Log on to the 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, deselect the subscription for the document.
5.
From the application menu, select Save.
6.
Select OK.
4.10 Saving the Documents Locally on your Mobile Device
You can save a local copy of the enterprise documents that you are viewing on your BlackBerry mobile.
To activate the option of saving documents locally, perform the following steps:
1.
Go to Preferences.
2.
Select the Save local copy on View.
4.11 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 Business Intelligence platform server. You reduce your communication
costs and avoid the issues you have with your wireless network connection in certain locations.
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When you save a local copy of a document, it is encrypted, compressed, and stored in the local memory of your
device. Since devices have different storage capacities, SAP BusinessObjects recommends as a general rule 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.
To receive up-to-date information directly on your device, subscribe to alerts that trigger the server to send
documents to your device if 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 delete that document from your offline documents
folder, SAP BusinessObjects Mobile cannot open this document by default when you log into the application.
4.11.1
Working with Local Documents
You can work in offline mode if you have saved documents locally to your device.
You can opt to work online (by connecting to the SAP BusinessObjects Business Intelligence platform 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 more time analyzing a document without the cost of
remaining connected to the SAP BusinessObjects Business Intelligence platform 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, perform the following steps:
1.
From the login screen, select, or deselect Work offline.
2.
Open the application menu and select Login. You can choose to access 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 Business Intelligence platform server and access
server documents.
You can only access local documents if you have saved them to your device in a previous session.
4.11.2
Saving Documents Locally on Your Device
You can save documents from the SAP BusinessObjects Business Intelligence platform server to the local
document store on your device. This reduces communication time and costs, you save a document from the
server before opening it, then disconnect from the server before you viewing and analyzing the document's
contents.
To save a server document to your local document store, perform the following steps:
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© 2013 SAP AG or an SAP affiliate company. All rights reserved.
BlackBerry User Guide
Using the Application
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.
4.11.3
Deleting Local Documents
You can delete offline documents from your local device in a quick and easy way. Deleting documents ensures
maximum local memory capacity.
Note
If you set a local document as your default document and then delete the document from your Local
documents folder, SAP BusinessObjects Mobile cannot open this document by default when you log into the
application.
To delete a local document, perform the following steps:
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.
Open the menu and select Delete.
A warning appears, warning that the local document will be deleted.
4.
Select 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.
4.11.4 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.
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, perform the following steps:
1.
Without opening the document, select the document title.
2.
Open the device menu, and then select Document properties.
The Document properties screen appears with the properties information for the selected document.
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Using the Application
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37
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