HP Storage Essentials Storage Resource Management Report Optimizer Software 6.
Legal and notice information © Copyright 2002-2008 Hewlett-Packard Development Company, L.P. Hewlett-Packard Company makes no warranty of any kind with regard to this material, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. Hewlett-Packard shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material.
Contents 1 Getting Started . . . . . . . . . . . . . . Contents .................................. 5 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . Logging on to InfoView . . . . . . . . . . . . . . . . . . . InfoView home page. . . . . . . . . . . . . . . . . . . . . Header panel . . . . . . . . . . . . . . . . . . . . . . . Navigation panel . . . . . . . . . . . . . . . . . . . . Workspace panel . . . . . . . . . . . . . . . . . . . . Recommended reading . . . . . . . . . . . . . . . . .
Searching for objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Opening objects for viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Changing viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizing objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Business questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating a question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Associating questions with an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing a question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting a question . . . .
Logging on to SRM Report Optimizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating and selecting a folder on the CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Moving objects between folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Duplicating the folder structure .
1 Getting Started Overview HP Storage Essentials Storage Resource Management Report Optimizer software comes with InfoView, a web desktop that acts as a window to a broad range of useful business information around your company. From InfoView, you can access Crystal reports, OLAP Intelligence reports, Web Intelligence documents, Desktop Intelligence documents, and other objects, and organize them to suit your preferences.
Logging on to InfoView To use InfoView, you must have one of the following web browsers installed on your machine: • Microsoft Internet Explorer • Safari (for Macintosh users) Note: To use the advanced features of SRM Report Optimizer and InfoView, it is recommended that you use Internet Explorer. To log on to InfoView 1. Open your web browser. 2. Go to http://webserver/businessobjects/enterprise115/desktoplaunch/InfoView/logon/logon.
The InfoView home page appears. InfoView home page If you successfully logged on, the InfoView home page appears in your web browser. The folders and objects that you can see in InfoView, the rights that you have to schedule, the viewer that you see, and so on, are dependent on the account with which you log on, the rights that are granted to you by your SRM Report Optimizer administrator, and the settings that both you and your administrator enable. The InfoView home page is divided into several panels.
Option Description Search Allows you to search for objects. Preferences Allows you to set how information is displayed. Log off Logs the user off. Help Displays the online help for InfoView. Navigation panel The Navigation panel displays a tree that shows your place in the structure of folders or categories in InfoView. It has a toolbar that you can use to perform the following actions: Option Description Show folders Displays the available folders.
Workspace panel The Workspace panel displays the objects that are located in a folder or assigned to a specific category. It is in this panel that you do activities such as viewing, scheduling, and modifying objects, setting your InfoView preferences, and so on. It has a toolbar that you can use to perform the following actions: Option Description Organize Allows you to organize the selected object. Delete Deletes the selected object. Filter Filters the types of objects that are displayed.
Related documentation SRM Report Optimizer ships with the following additional documentation: Table 1 Additional Documentation Document Description HP Storage Essentials Storage Resource Management Report Optimizer Quick Start Guide Provides a basic overview of several common SRM Report Optimizer tasks, and provides references to other documents for more detailed information. HP Storage Essentials Storage Resource Management Report Optimizer InfoView User’s Guide.
• Subscribing to this service provides you with e-mail updates on the latest product enhancements, newest versions of drivers, and firmware documentation updates as well as instant access to numerous other product resources. • After signing up, you can quickly locate your products by selecting Business support and then Storage under Product Category. HP-authorized reseller For the name of your nearest HP-authorized reseller: • In the United States, call 1-800-345-1518.
12 Getting Started
2 Setting Preferences Overview Preferences determine how you log on to InfoView and what view is displayed when you do. They also determine specific settings for the various objects that you view, such as viewers for Crystal reports and OLAP Intelligence reports and view formats for Web Intelligence and Desktop Intelligence documents.
The Preferences appears. 3. In the “My initial view is” area, select the option that you want to set as your initial view. For example, if you choose Favorites, then the Favorites folder is automatically displayed on the Workspace panel the next time you log on. NOTE: You can also customize a dashboard to be your initial view. For details, see ”Creating a dashboard” on page 47. 4. In the “My default navigation view is” area, select Folder or Category.
7. In the “View my documents” area, select how you want to view your documents. 8. In the “When I close my browser window” area, choose whether or not you want InfoView to log you off automatically when you close the web browser. 9. In the “My interface locale is” area, select your current location. This setting determines the language set and date format that is used by InfoView. 10.In the “My current time-zone is” area, select the appropriate time zone.
4. In the “View my OLAP Intelligence reports using the” area, select the viewer that you want to use when you view your OLAP Intelligence reports: • If you want to use ActiveX features and functionality to view your reports, then choose ActiveX Viewer. The necessary ActiveX controls are automatically installed on your computer when you click to view an OLAP Intelligence report for the first time. Typically, the ActiveX viewer is faster than the DHTML viewer.
The Java viewer is designed for web browsers that support the Java Virtual Machine. For more information, see ”Java viewer” on page 21. 5. If you selected the DHTML/Advanced DHTML viewer, in the “DHTML Viewer printing uses the” area, choose Acrobat Reader printing control or ActiveX printing control (One click printing). If you choose Acrobat Reader printing control, the viewer exports the report to PDF format when you click Print. You can then print the PDF.
Note: Some features of the Crystal report viewers may be disabled by your SRM Report Optimizer administrator. Contact your administrator for more information. ActiveX viewer The ActiveX viewer can be accessed by using Microsoft Internet Explorer versions that support ActiveX controls. You can view, refresh, and print your reports and export them to a variety of formats.
DHTML viewer The DHTML viewer can be accessed by using a web browser that supports Dynamic HTML. You can view, refresh, and print your reports and export them to a variety of formats.
Wizard, which enables you to perform a search on your report data by using Boolean operators.
• Depending on how your SRM Report Optimizer administrator has set up the reports in the system, in some cases, you may not have the Advanced Search Wizard available in your viewer. Java viewer The Java viewer can be accessed by using a web browser that supports the Java Virtual Machine. You can view, refresh, and print your reports and export them to a variety of formats.
Note: You may experience minor problems when you scroll through reports in the Java viewer. These problems are the result of the implementation of the Java Virtual Machine in certain web browsers. If you experience such problems, click repeatedly on the scroll buttons to scroll. Do not hold the scroll buttons down.
NOTE: • This option is available only if you have Web Intelligence deployed in JSP mode. • To be able to use the Web Intelligence HTML Query panel to create documents and/or edit queries, it is recommended that you select this option. If you do not select the Interactive view format, you can still use the HTML Query panel to define your documents, but you will not be able to format them. • If you want to be able to view and print the documents, then choose Portable Document Format (Adobe Reader required).
Selecting your Drill options Before you begin a drill session, you must specify how your Web Intelligence documents change when you perform a drill. To set your drill options 1. In the “Select a view format” area, ensure that either HTML or Interactive is selected. 2.
In the first example, Synchronize drill on report blocks is selected, so both the table and the chart display the drilled values: In the second example, Synchronize drill on report blocks is not selected, so only the table displays the drilled values: • If you want Web Intelligence to hide the Drill toolbar when you switch to drill mode, then select Hide drill toolbar. When you start drill mode, the Drill toolbar automatically appears at the top of the drilled report.
Selecting MS Excel formats This option determines the appearance of the data in instances of Web Intelligence documents if you schedule the documents to run in MS Excel format. To select an MS Excel format 1. In the “Select MS Excel format” area, select the Excel format that you want to use: • If you want to display the data in a format that is similar to working in Excel, then choose “Prioritize the format of reports in the Excel document”.
To change your password 1. Log on to InfoView. 2. On the Header panel toolbar, click Preferences. 3. Click the Password tab. The Password page appears. 4. Type your old password. 5. Type your new password, confirm it, and then click Submit. You must use the new password the next time that you log on to InfoView.
28 Setting Preferences
3 Working with Objects Overview This chapter describes how to access, organize, and work with objects in InfoView. Navigating through folders or categories Folders and categories are used to organize objects in InfoView. To navigate through folders or categories 1. In the Navigation panel, click Show Folders or Show Categories to view the folders/categories that are available to you in InfoView. 2. Expand a folder/category to view any subfolders/subcategories.
Selecting which objects to display By default, when you click to view the contents of a folder or category, InfoView shows you all of the objects that you have the rights to see. If you want to limit the type of objects that are displayed to make a search easier, then you can choose to display only objects of a specific type. Object types include Crystal reports, Web Intelligence documents, Excel spreadsheets, PowerPoint presentations, program objects, text files, and many others.
2. To view the latest instance of an object, click the View Latest Instance link under the object’s name. To view an older instance, click the History link, and then click the instance that you want to view. NOTE: If these links are not visible, click the arrow beside the object’s title to show all of the actions that are available for it. For more information about viewing objects and object instances, see ”Scheduling objects” on page 33 and ”Viewing object history” on page 41.
Adding objects to a folder You can add objects to a folder by adding new objects to InfoView or, if you have the necessary rights, publishing objects to SRM Report Optimizer. For details, see ”Adding new objects to InfoView” on page 44 and ”Publishing Objects to SRM Report Optimizer” on page 77. To add an object to a folder, you must have access rights to the folder. Assigning objects to a category Like folders, categories can be used to organize objects.
Scheduling objects Scheduling an object allows you to run it automatically at specified times. When a scheduled object runs successfully, an instance is created. An instance is a version of the object that contains data from the time that the object was run. You can see a list of instances by looking at an object’s history, and you can view any of the instances. If you have the rights to view objects on demand, you can view and refresh any instance to retrieve the latest data from the object’s data source.
• ”Database logon information” on page 35 • ”Filters” on page 35 • ”Destination locations” on page 35 • ”Formats” on page 37 • ”Print settings” on page 38 • ”Server group settings” on page 39 • ”Parameters” on page 39 • ”Events” on page 40 NOTE: For some scheduling options, the settings that the administrator has specified for the object are already selected when you choose that option. You can schedule an object with these options or choose your own options. 3. Click Schedule.
This option requires a start date and time, along with a recurrence interval in months. The object runs on the specified date and time every N months. • Nth Day of Month This option requires a day of the month on which the object is run. Instances are created regularly each month on the day that you enter at the start time that you specify. • 1st Monday of Month This option requires a start time parameter. An instance is created on the first Monday of each month at the time that you specify.
particular destination for the object, this destination option is displayed. You may be able to update the fields for this destination, or select a different destination. For many of these destinations, you must provide additional information. • Default Enterprise location If you select this option, the instance is saved to the default SRM Report Optimizer location (the Output File Repository Server).
1. On the Schedule page, expand the Destination option. 2. In the Destination list, select the destination of your choice. 3. If you do not select the Use the Job Server’s defaults option, enter the necessary information for the destination that you chose. For example, if you do not select the Use the Job Server’s defaults option for Inbox, then you have to specify the user or user group to whom you want to send the instance of the object that you are scheduling. 4.
• Web Intelligence • Microsoft Excel • Adobe Acrobat Desktop Intelligence document formats For Desktop Intelligence documents, you can select from the following formats: • Default Publication Format • Adobe Acrobat • HTML • Microsoft Excel • Rich Text • Text Publications formats For Publications, you can select from the following formats: • Desktop Intelligence • Microsoft Excel • Adobe Acrobat To specify an instance format 1. On the Schedule page, expand the Format option. 2.
To set the print settings for a Desktop Intelligence document 1. On the Schedule page, expand the Print Settings option. 2. Select the Enabled option if you want to enable the settings that you specify (in step 3). 3. Select the Default Printer option to specify your system’s default printer, or select Specify the Printer and provide the appropriate printer information accordingly.
NOTE: The appearance of the parameter prompts on the Schedule page may differ from object to object, depending on how the parameter field was created. Program objects may provide an Argument field instead. 2. Set scheduling parameters as required, and then click Schedule. Events Event-based scheduling provides you with additional control when you schedule objects: you can configure the system so that objects are run only after a specified event occurs.
2. Select the check box for the scheduled instance you want to pause. 3. Click Pause. To resume an instance after pausing it 1. Go to the folder that contains the object, and click the object’s History link. 2. Select the check box for the paused instance you want to resume. 3. Click Resume.
• Format • Status • Reschedule Note: The information that is available depends on the type of object that you are viewing. For example, the history page for Desktop Intelligence documents includes Arguments instead of Parameters, and the history page for object packages includes fewer columns. To view the history of an object 1. Go to the folder that contains the object, and click the object’s History link.
NOTE: If the History link is not visible, click the arrow beside the object’s title to show all of the actions that are available for the item. The History page appears. 2. Select the check boxes of the instances that you want to delete. 3. Click Delete. Sending objects or instances You can use the Send feature to send existing objects or instances of objects to different locations. You can also send copies of the object/instance or shortcuts to the object/instance.
Note: When you use the Send feature, the system does not refresh the data in the reports. Instead, it sends the existing object, for example, a Word file, or the existing report instance to the destination. Adding new objects to InfoView In addition to working with the objects that your administrator and/or other authorized users have added to InfoView, if you have the necessary rights, you can also create your own objects to add to InfoView.
2. Change the title, description, or keywords for the object as needed. 3. In the Categories area, select any categories to which you want the object to be assigned. 4. Click OK.
46 Working with Objects
4 Working with Dashboards Overview In InfoView, you can access My InfoView, a feature that allows you to create dashboards. A dashboard is a customized view that contains the objects (for example, reports, documents, and web sites) that a user views on a regular basis. These objects are displayed according to settings that are defined by the user. By using My InfoView, you can create a dashboard to personalize and enhance the way you view your objects in InfoView.
The dashboard properties dialog box appears. 5. Select the objects that you want to include in the dashboard. For example, you can include a web address or an object. You can also specify a header and footer for each box. 6. Click Save. The system saves the dashboard as My InfoView. The default location of My InfoView is your Favorites folder. Editing the dashboard To edit the dashboard 1. On the Header panel toolbar, click My InfoView.
5 Using Discussions Overview The Discussions feature enables you to create notes for reports, hyperlinks, programs, and other objects in InfoView. SRM Report Optimizer users who have the appropriate rights can view the notes or add their own comments to a discussion thread, which is a series of related notes in a hierarchical format. You can create a discussion thread or add notes to a discussion thread for any object to which you have access.
Accessing the Discussions panel Click Show/Hide the Discussions Panel to expand/collapse the Discussions panel in InfoView. Creating a note You can add notes to any object to which you have viewing rights. To add a note 1. Log on to InfoView. 2. Go to the folder that contains the object to which you want to add a note, and click its title to open it. 3. Click Show the Discussions Panel to expand the Discussions panel. 4. Click New Message. 5. In the Subject field, type a heading for your note.
To edit a note 1. In the Discussions panel, select the note that you want to edit. 2. Edit the contents of the Subject field and/or the Message field. 3. Click Post. Note: You cannot edit notes that were created by other users or notes that have replies in a discussion thread unless you have administrative rights. Deleting a note You can delete the notes that you have created. To delete a note 1. In the Discussions panel, select the note that you want to delete. 2. Click Delete.
52 Using Discussions
6 Using Encyclopedia BusinessObjects Enterprise XI Release 2 InfoView User’s Guide Overview Encyclopedia provides business intelligence users with essential information about their reports.
Encyclopedia appears on the right side of the screen. Note: If the Prompts panel or Search panel appears instead of the Encyclopedia panel, click the panel arrow and select Encyclopedia. Creating and maintaining Encyclopedia information If you have the necessary rights in SRM Report Optimizer, you can make changes to the information in any of the four main parts of Encyclopedia.
Overview tab The Overview tab is the first thing that is displayed on your screen when you open Encyclopedia. The Overview tab contains the following information: • Title The title of the object. • Description A brief summary of the object. Users can read the description to determine whether or not the object is useful to them. • Purpose A more detailed description of the object and its purpose. • Usage An explanation of how to use the object.
NOTE: Encyclopedia obtains the information about an object’s title and description from the object itself, as defined in the Central Management Server. As a result, you cannot edit the title and description in the panel. 4. Click OK. Business questions A business question is a business-oriented query that is answered by one or more objects in InfoView. Business questions are linked to relevant objects; by selecting a question, users are given the choice of one or more objects that help answer the question.
Encyclopedia adds the question to the Available area. NOTE: For this question to be useful to Encyclopedia users, you must associate it with one or more objects. See ”Associating questions with an object” on page 57 for more information. 4. Click OK. Associating questions with an object To associate a business question with an object 1. In InfoView, open the object to which you want to associate a question. 2. In Encyclopedia, click Edit. The Edit page appears. 3. Click the Business Questions tab.
Editing a question To edit a question 1. In the Available area, select the question you want to modify. The question is displayed in the Business Question text field. 2. Make your changes to the question. 3. Click Update. NOTE: You cannot update a question that is in the Selected area. Deleting a question To delete a question 1.
• Create a new glossary term • Associate a particular glossary term with an object in InfoView • Modify an existing glossary term • Delete an existing glossary term Creating a term To create a glossary term 1. In the Encyclopedia panel, click the Glossary Terms tab. 2. At the bottom of the panel, type a new term in the Glossary Term field. 3. In the Description field, type a description for the term. 4. Click New. Encyclopedia adds the term to the Available area.
• Type text in the text box above the Available area, and click Search. Encyclopedia displays a list of all the terms that contain the text that you entered. • Click Search without entering any text to display a list of all available terms. 5. You can add or remove questions associated with the object: • To associate a question with the object, click the question in the Available pane, and then click >. • To associate all available questions with the object, click >>.
An examples of a storylines in the Guided Analysis tab is shown below: From the Guided Analysis tab, you can do the following tasks: • Follow existing storylines • Create a new storyline • Modify an existing storyline • Delete a storyline Following a storyline To follow a storyline 1. In the Encyclopedia panel, click the Guided Analysis tab. 2. Select the storyline you want to follow from the list.
The Edit page appears. 3. In the Storyline Name field, type a title for the storyline. 4. Click New. Encyclopedia adds the storyline to the list. 5. Search for the objects that you want to add to the storyline by performing one of the following actions: • Type text in the field above the Available area, and click Search. Encyclopedia displays a list of all the objects that contain the text that you entered in their title.
Editing a storyline To edit a storyline 1. In the Available area, select the storyline you want to update. The storyline’s name is displayed in the Storyline Name field and the objects that are associated with the storyline are displayed in the Selected areas. 2. Make your changes to the storyline name. 3. Click Update. 4. Change the objects that are associated with the storyline if required, as described in ”Creating a storyline” on page 61. 5. Click OK. Deleting a storyline To delete a storyline 1.
64 Using Encyclopedia
7 Working with Crystal Reports Overview When you work with Crystal reports, you can use all of the InfoView features that are described in ”Working with Objects” on page 29. This chapter describes additional features that are unique to working with Crystal reports, such as drilling, viewing alerts, and distributing reports. It also describes the Crystal Reports Offline Viewer. Viewing Crystal reports When you click to view a Crystal report, the report is displayed in a viewer.
Note: For information about the specific functions that are available in each viewer, see ”Description of the Crystal report viewers” on page 17. Crystal Reports viewer toolbar Option Description Export this report Exports the Crystal report to your local machine or to a location on a network. Print this report Prints the report. Show/Hide Group Tree Shows/hides the group tree. When the group tree is displayed, you can use it to navigate through the data in your report.
Drilling reports You can drill down on report data to show the data beneath charts and summarized groups. Click the chart or summarized data to see a drilled down view. To drill down Crystal reports 1. Open the report that you want to view. 2. In the Crystal report viewer, click links in the report to drill down to more information. NOTE: You can also use the group tree and/or toolbar to navigate to different areas of the report.
Note: If you have the rights to schedule reports, you can also distribute reports by scheduling them directly to a disk location, an email, FTP, or a printer. For details, see ”Destination locations” on page 35. Printing reports You can print successful instances of reports or reports that you view on demand. Note: • Depending on the Crystal report viewer that you use, the steps that are detailed below may be different; however, the general principles for printing reports remain the same.
Format types SRM Report Optimizer provides you with several export format types: • Crystal Reports • Microsoft Excel • Microsoft Excel (Data only) • Microsoft Word • Rich Text Format • Adobe Acrobat Note: • When you export a report to a file format other than Crystal Reports format (.rpt), you may lose some or all of the formatting that appears in your report. However, the program attempts to preserve as much formatting as the export format allows.
Crystal Reports Offline Viewer The Crystal Reports Offline Viewer is a report viewer that is installed locally on your computer. You can use this viewer to look at the Crystal reports that you have downloaded without being connected to SRM Report Optimizer. The Crystal Reports Offline Viewer allows you to do the following tasks: • Print or export your report. • Select the data that you want to view. • Drill down for more detail in the report. • Sort the data in the report you want to view.
3. When the installation is done, click Finish. Launching the Crystal Reports Offline Viewer The Crystal Reports Offline Viewer is launched when you select a Crystal report (.rpt) file from your machine and double-click it. Note: If Crystal Reports is installed on your computer, it takes precedence over the Crystal Reports Offline Viewer and displays your reports by default.
72 Working with Crystal Reports
8 Working with Web Intelligence Documents Overview When you work with Web Intelligence documents, you can use all of the InfoView features that are described in ”Working with Objects” on page 29. This chapter describes additional features that are unique to working with Web Intelligence documents, such as drilling, responding to prompts, and editing queries. Viewing Web Intelligence documents When you click to view a Web Intelligence document, the document appears in a viewer.
Option Description Redo Reverses the undo action. Zoom Allows you to zoom in or out on the document. Navigation Allows you to move through the pages of a document. Go to Next Page, Go to Previous Page, Go to First Page, and Go to Last Page are available options. Refresh Obtains the most up-to-date data from the document’s data source. You must have the necessary rights, and the document must contain the necessary data source information before you can refresh the document.
chooses a region, the document displays the results for that specific region instead of displaying the results for all of the regions in the document. To display user prompts 1. Open the document that you want to view. 2. Click View, and select Left panel. 3. From the left panel list, select User Prompt Input. Finding text in documents You can search for text in your documents. To find text 1. Open the document that you want to view. 2. Click Find. The Find options appear in the left panel. 3.
Intelligence Document preferences page in InfoView. For more information about the Web Intelligence Document preferences page, see ”Setting Preferences” on page 13. Selecting a universe for a new document To select a universe for a new document 1. In InfoView, click New, and select Web Intelligence Document. The New Web Intelligence Document page appears. 2. Click the universe that you want to use as the data source for your document.
9 Publishing Objects to SRM Report Optimizer Overview Publishing is the process of adding objects to the SRM Report Optimizer environment and making them available to authorized users.
is published, it appears in the folder that you specified in InfoView (or your customized web desktop) and in the Objects management area of the Central Management Console (CMC). Note: Depending on the rights that are assigned by your SRM Report Optimizer administrator, you may not be able to publish objects by using the Publishing Wizard. Contact your SRM Report Optimizer administrator for more information. Publishing options During the publishing process, you specify how often an object is run.
The Welcome to the Publishing Wizard dialog box appears. 2. Click Next. The Log On to SRM Report Optimizer dialog box appears. 3. In the System field, type the name of the CMS where you want to publish objects. 4. In the User Name and Password fields, type your SRM Report Optimizer logon credentials. 5. From the Authentication list, select the appropriate authentication type. 6. Click Next. The Select Files dialog box appears. Adding objects 7.
NOTE: • Ensure that the appropriate file type is listed in the Files of Type field; by default this value is set to Report (*.rpt). • If you are publishing a folder, you can also publish its subfolders by selecting the Include Subfolders option. 9. Repeat steps 1 and 2 for each of the files/folders that you want to publish. 10.Click Next. 11.If the Specify Object Type dialog box appears, choose a file type for each unrecognized object, and then click Next. The Specify Location dialog box appears.
NOTE: From the wizard, you can delete only new folders and object packages. (New folders are green; existing folders are yellow.) If you are publishing multiple objects, and you want to place them in separate directories, see ”Duplicating the folder structure” on page 81. 2. Click Next. The Confirm Location dialog box appears. Moving objects between folders 3. In the Confirm Location dialog box, you can move objects to folders by selecting each object, and then clicking Move Up or Move Down.
• To recreate all of the folders and subfolders on the CMS as they appear on your hard drive, select Duplicate the folder hierarchy. Choose the topmost folder that you want to include in the folder hierarchy. 2. Click Next. The Confirm Location dialog box appears. Adding objects to a category If you want to add the selected objects to a category, you can create or select a category on the host CMS. You can add objects to more than one category. 1.
• at the specified date and time This option runs the object once at a date and time you specify. The object is not run again until you reschedule it. • Let users update the object This option does not schedule the object. Instead, it leaves the task of scheduling up to the user. • Run on a recurring schedule Once you have selected this option, click the Set Recurrence button to set the scheduling options. The “Pick a recurrence schedule” dialog box appears.
Note: The Specify Keep Saved Data dialog box appears only when you publish report objects. 1. In the Specify Keep Saved Data dialog box, select a report, and then select the Keep saved data when publishing report check box if you want to keep the report’s saved data. NOTE: Click the Enable All button if you want to keep the saved data for all of the reports; click the Disable All button if you do not want to keep saved data for any of the reports. 2. Click Next.
Changing default values You can publish objects without changing any of the default properties. However, if you use the default values, your object may not schedule properly if the database logon information is incorrect or if the parameter values are invalid. 1. Select Publish without modifying properties. 2. Click Next through the wizard’s remaining dialog boxes. Alternatively, you can go through the remaining screens in the Publishing Wizard and make changes. 1. Select Review or modify properties. 2.
The Set Report Parameters dialog box appears if it is needed. Setting parameters Some objects contain parameters for data selection. Before these objects can be scheduled, you must set the parameters to determine the objects’ default prompts. 1. In the Set Report Parameters dialog box, select the object that includes the prompts that you want to change. The object’s prompts and default values appear in a list on the right-hand side of the screen. 2. Click Edit Prompt to change the value of a prompt.
Adding extra files for programs Some programs require access to other files in order to run. 1. Select a program. 2. Click Add to select the necessary file. 3. After you add all the necessary extra files for each program, click Next. The Command line for Program dialog box appears. Specifying command line arguments For each program, you can specify any command-line arguments that are supported by your program’s command-line interface. They are passed directly to the command-line interface without parsing.
The New Object page appears. 3. On the left side of the page, select the type of object that you want to publish. 4. Specify the properties of the object: NOTE: The properties that appear vary according to the type of object that you chose to publish. • File name Type the full path to the object, or click Browse to perform a search. • Title Type the name of the object. • Description Type a description for the object.
Select this option if you want to refresh the repository fields of a Crystal report against the repository every time the report runs. • Program type Select Executable, Java, or Script. NOTE: Select Java for Java programs, Script for JScript and VBScript programs, and Executable for all other program objects. • URL Type the URL of the page to which you want a hyperlink object to link. 5. If you want to assign the object to a category, select the category from the list. 6.
90 Publishing Objects to SRM Report Optimizer
Index A Offline Viewer installing 70 launching 71 offline viewer printing 68 scheduling 33 selecting a viewer 16 setting preferences 16 toolbar 66 viewers 17 viewing 65 account settings general preferences 13 password 26 ActiveX viewer 16, 18 Advanced DHTML viewer 19 Alerts 67 authorized reseller, HP 11 B business questions associating 57 creating 56 definition 56 deleting 58 editing 58 removing associations 57 searching for 57 C calendars 35 categories assigning objects to 32, 45 creating 31 navigating
E editing business questions 58 dashboards 48 glossary terms 60 notes 50 object properties 44 overviews 55 storylines 63 Encyclopedia accessing 53 business questions associating 57 creating 56 deleting 58 editing 58 glossary terms associating 59 creating 59 deleting 60 editing 60 guided analysis creating 61 deleting 63 editing 63 following 61 overview editing 55 information 55 exporting Crystal reports 68 F filtering objects 9 folders adding objects to 32 creating 31 navigating through 29 format Crystal re
editing 48 N navigating categories 29 folders 29 O object packages creating 80 moving 81 publishing objects to 87 objects 77 adding to InfoView 44 assigning to categories 32 to folders 32 discussing 49 filtering 30 history 41 modifying description 44 keywords 44 properties 44 title 44 navigating 29 opening 30 publishing 77 multiple 77 options 78 with CMC 87 saving to CMS 89 scheduling 33 searching for 30 sorting 32 viewing 29 OLAP Intelligence ActiveX viewer 15 DHTML viewer 15 preferences 15 options 78 dr
Q T queries 75 questions See business questions target objects 62 technical support, HP 10 terms See glossary terms toolbars Header panel 7 Navigation panel 8 Workspace panel 9 R related documentation 10 report viewers ActiveX 16, 18 Advanced DHTML 19 changing 31 Crystal Reports Offline Viewer 70 DHTML 16, 19 for Crystal Reports 16 for Desktop Intelligence documents 15 for OLAP Intelligence documents 15 Java 21 S scheduling database logon 35 destination locations 35 events 40 filters 35 formats 37 para
