Manual Sap Mobile 4x

SAP BusinessObjects Mobile User Guide
SAP BusinessObjects Mobile 4.0.3
2012-03-23
Copyright
2011 SAP AG. All rights reserved.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP
BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as
well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and
other countries.Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports,
Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services
mentioned herein as well as their respective logos are trademarks or registered trademarks of Business
Objects Software Ltd. Business Objects is an SAP company.Sybase and Adaptive Server, iAnywhere,
Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as
their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP
company. All other product and service names mentioned are the trademarks of their respective
companies. Data contained in this document serves informational purposes only. National product
specifications may vary.These materials are subject to change without notice. These materials are
provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only,
without representation or warranty of any kind, and SAP Group shall not be liable for errors or
omissions with respect to the materials. The only warranties for SAP Group products and services
are those that are set forth in the express warranty statements accompanying such products and
services, if any. Nothing herein should be construed as constituting an additional warranty.
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Contents
Chapter 1
About this Guide.....................................................................................................................5
1.1
1.2
Overview..................................................................................................................................5
Chapter 2
Introducing SAP BusinessObjects Mobile Solution................................................................7
2.1
2.1.1
2.1.2
2.1.3
2.2
2.2.1
Solution Overview....................................................................................................................7
Chapter 3
Downloading the Application to your Mobile........................................................................11
3.1
3.2
3.2.1
3.2.2
3.3
Prerequisites and Supported Devices....................................................................................11
Chapter 4
Accessing SAP BusinessObjects Mobile..............................................................................15
4.1
4.2
Launching SAP BusinessObjects Mobile................................................................................15
4.3
4.3.1
4.3.2
4.4
4.5
Logging into SAP BusinessObjects Mobile Client Application................................................17
Chapter 5
Interacting with Business Intelligence Documents...............................................................23
5.1
5.2
Searching Documents............................................................................................................23
Target Audience.......................................................................................................................5
The SAP BusinessObjects Mobile Client..................................................................................7

The SAP BusinessObjects Mobile Server................................................................................8
The SAP BusinessObjects Business Intelligence (BI) Platform.................................................8
Supported Features and Functions...........................................................................................9
Document Design Recommendations......................................................................................9
Downloading the SAP BusinessObjects Mobile Client Application.........................................11

Over-The-Air (OTA) via Secure Website.................................................................................11
Using the BlackBerry Desktop Software................................................................................12
Restrictions and Recommendations for Specific Mobile Devices...........................................12
Configuring your Device to Access the SAP BusinessObjects Business Intelligence Platform
Server....................................................................................................................................15
Accessing SAP BusinessObjects Mobile Home Page............................................................18
Connecting Automatically.......................................................................................................20
Running SAP BusinessObjects Mobile in the Background......................................................21
Exiting the SAP BusinessObjects Mobile Application.............................................................22
Viewing Options.....................................................................................................................23
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Contents
5.2.1
5.2.2
5.3
5.3.1
5.4
5.5
5.5.1
5.5.2
5.6
5.6.1
5.7
5.7.1
5.7.2
5.7.3
5.8
5.8.1
5.8.2
5.8.3
5.8.4
5.9
5.10
5.10.1
5.10.2
5.10.3
5.11
5.11.1
5.11.2
5.11.3
5.11.4
5.11.5
5.12
5.13
5.13.1
5.13.2
5.13.3
5.13.4
Index
Setting Your Viewing Options................................................................................................23

Viewing Documents in Panoramic Mode................................................................................26
Setting Default Folder or Document.......................................................................................27
Deselecting a Default Document or Folder.............................................................................27
Language Support for Document Viewing..............................................................................28
Accessing Documents...........................................................................................................28
Opening Documents..............................................................................................................28
Supported Features in Mobile Documents.............................................................................29
Navigation Menus and Shortcuts...........................................................................................32
Quick Reference to Keypad Shortcuts...................................................................................32
Drilling Data for More Detailed Results..................................................................................34
Drilling on a Report................................................................................................................34
Drilling on a Graph or Chart....................................................................................................35
Drilling Across to Related Reports.........................................................................................35
Performing Follow-Up Actions................................................................................................36
Displaying Contact Details Using elookup/plookup................................................................36
Sending an SMS....................................................................................................................37
Making a Call.........................................................................................................................37
Sending an E-Mail..................................................................................................................37
Sending the URL of the BI Document by E-Mail.....................................................................38
Refreshing results and synchronizing documents...................................................................38
Synchronizing Documents......................................................................................................39
Refreshing Reports with the Latest Data................................................................................39
Using Prompts and Parameters..............................................................................................40
Subscribing to Alerts..............................................................................................................42
Quick Reference to Alerts......................................................................................................42
Subscribing to an Alert...........................................................................................................43
Viewing Alert Properties.........................................................................................................45
Managing Alerts.....................................................................................................................45
Managing Alert Subscriptions.................................................................................................46
Saving the Enterprise Documents Locally on your BlackBerry Mobile Device........................46
Working with Documents Stored Locally on your Device.......................................................47
Working with Local Documents..............................................................................................47
Saving Documents Locally on your Device.............................................................................48
Deleting Local Documents.....................................................................................................48
Viewing Document Properties................................................................................................49
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About this Guide
About this Guide
1.1 Overview
This guide explains how to:
Install SAP BusinessObjects Mobile client application on your mobile device.
Use the SAP BusinessObjects Mobile features to interact remotely with business intelligence
information located on a SAP BusinessObjects Business Intelligence platform server.
Note:
The workflows described here are generic and do not take into account the differences between
supported mobile devices or their operating systems. Your mobile device (or the operating system it
uses) can offer additional menu options at various stages of the workflows.
1.2 Target Audience

This guide is aimed at business professionals on the move, who use SAP BusinessObjects Mobile to
interact with business intelligence data on a mobile device.
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About this Guide
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Introducing SAP BusinessObjects Mobile Solution
2.1 Solution Overview

The SAP BusinessObjects Mobile solution allows users on the move, to access and analyse business
intelligence data using a mobile device such as BlackBerry, Symbian or Windows mobile; to take
analytical decisions.
This solution comprises of the following three major components:
The SAP BusinessObjects Mobile Client

The SAP BusinessObjects Mobile Server
The SAP BusinessObjects Business Intelligence (BI) platform
Note:
The above components are part of the SAP BusinessObjects BI platform installer.
Related Topics
The SAP BusinessObjects Mobile Server
The SAP BusinessObjects Business Intelligence (BI) Platform
2.1.1 The SAP BusinessObjects Mobile Client
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The SAP BusinessObjects Mobile Client is an application that needs to be downloaded to each
mobile device. A specific version of the client application is delivered for each of the following mobile
operating platforms:
BlackBerry
Symbian
Windows mobile
This application is designed specifically to optimize the display of Business Intelligence (BI) content
using the device appropriate features such as native rendering, single click access and user interactivity.
Using this application end users can access and interact with the following type of BI documents:
Web Intelligence documents

Crystal report documents
SAP BusinessObjects Mobile works on data infrastructures such as Edge, Wi-Fi and 3G networks.
Note:
SAP BusinessObjects Mobile supports BI reports created using SAP Business Warehouse. Depending
on the document type, you can view, analyze, and interact with the data contained in the documents.
2.1.2 The SAP BusinessObjects Mobile Server

The SAP BusinessObjects Mobile server is a Web application server. It performs the following functions:
Receiving the requests that are sent by the SAP BusinessObjects Mobile client and passing it to
the SAP BusinessObjects Business Intelligence (BI) platform server.
Receiving the response (for example, a Web Intelligence document or a Crystal report document)
from the SAP BusinessObjects Business Intelligence (BI) platform server and sending it to the SAP
BusinessObjects Mobile client.
Note:
The Mobile server can communicate with multiple SAP BusinessObjects BusinessIntelligence platform
Central Management Servers (CMS). You specify the CMS name in the "Connection Settings" screen
of the Mobile Client application on each device. This means that different devices can connect to different
CMS servers on your deployment. The Mobile server forwards the connection request to the CMS as
specified on the device.
2.1.3 The SAP BusinessObjects Business Intelligence (BI) Platform
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The SAP BusinessObjects BI platform server projects the data captured from corporate databases and
data warehouses as business intelligence documents or reports. It handles all aspects of the document
lifecycle, including creation, catalog, refresh, content delivery, and report interactivity.
The SAP BusinessObjects BI platform server processes requests sent by SAP BusinessObjects Mobile
client through the SAP BusinessObjects Mobile server, and sends back responses (for example, a Web
Intelligence document or a Crystal report document).
Note:
For users accessing the portal through a desktop computer, the portal is referred to as the BI launch
pad.
For Mobile users, accessing the portal through a device, the portal is referred to as the SAP
BusinessObjects Business Intelligence Platform server.
2.2 Supported Features and Functions

With SAP BusinessObjects Mobile, you can manage your Business Intelligence (BI) documents and
data, using a wide range of features and functions:
Set up a default document or folder that opens automatically whenever you log into the application.
Refresh reports to retrieve the most up-to-date data.
View results using keypad shortcuts.
Navigate to related documents by using hyperlinks 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 on report cells to launch SMS, phone calls or e-mails.
Save documents locally and view them offline, to mitigate network interruptions and minimize
communication costs.
Sync all the document in the local store to get the latest copy of document to the local store.
Send a link of BI documents by e-mail.
Search BI documents in the Mobile category.
When viewing Web Intelligence reports, you can also:

Drill down results to analyze detailed or summary data.
Track data changes through customizable highlighting (set up by the document creator).
2.2.1 Document Design Recommendations

The amount of memory available on your mobile device defines the size of the reports that you can
view using SAP BusinessObjects Mobile. However, it is recommended that both the size and the
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complexity of reports designed for Mobile users conform to the SAP BusinessObjects best practices.
This information is available in the Designing BI Documents for Mobile Users guide.
By following some simple design guidelines, you can ensure that all reports displayed on mobile devices
meet the usability requirements expected by users.
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Downloading the Application to your Mobile
3.1 Prerequisites and Supported Devices

Before you download the SAP BusinessObjects Mobile application to your device:
Verify that your mobile device model is listed 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 you IT administrator for URL of the application download website.
3.2 Downloading the SAP BusinessObjects Mobile Client Application

There are two methods for downloading:
You can download the client application from a web site using 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 web site URL.
You can download the client application from your desktop computer, using another data transmission
method, like the data cable supplied with your device or Bluetooth technology. Using the Desktop
Manager software supplied by your device manufacturer.
It is recommended that only IT and technical specialists use this method to download the application.
This download option is useful for administrators or power users who want to test the application on
a single device.
Related Topics
Over-The-Air (OTA) via Secure Website
Using the BlackBerry Desktop Software
Configuring your Device to Access the SAP BusinessObjects Business Intelligence Platform Server
3.2.1 Over-The-Air (OTA) via Secure Website
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The OTA download web application package is delivered as a standard SUN war file MobileOTA14.war.
It includes:
a Web application
a Java servlet to enable device detection on the web page
SAP BusinessObjects Mobile client application (one application version per device type)
To deploy the client application on your device using OTA, perform the following steps:
1. On your mobile device, select the browser icon.
2. Download the client application from the standard OTA (Over-The-Air) protocol. Default Url: http://IP
Address:Port/MobileOTA14
3. Select Click here to download SAP BusinessObjects Mobile for Blackberry .
4. On the Download SAP BusinessObjects screen, select Set Application Permission.
5. Select Download.
6. A pop-up window appears with the message "This application was successfully installed", select
OK.
3.2.2 Using the BlackBerry Desktop Software

You can also download the client application on your BlackBerry device using the BlackBerry desktop
software. To download the client application on to your BlackBerry mobile device, perform the following
steps:
1. Open the client\blackberry folder on the local drive of your desktop.
2. Launch BlackBerry desktop software on your desktop.
3. Connect your BlackBerry device using a data cable or a Bluetooth connection to your desktop.
4. In the BlackBerry desktop software, select Applications.
5. Select Import file.
6. Open Mobi.alx.
7. Select Apply.
8. Disconnect your BlackBerry device.
The SAP BusinessObjects icon is now available on your BlackBerry device.
3.3 Restrictions and Recommendations for Specific Mobile Devices

Due to design differences between mobile devices and the operating systems they use, your experience
of SAP BusinessObjects Mobile can vary depending on the phone or device you use.
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Menu options and workflows

Most SAP BusinessObjects Mobile menu options and workflows are the same regardless of which
mobile device you use. However, some device-specific menus and options can alter the display of the
SAP BusinessObjects Mobile menus.
Installation folder name
The folder where the SAP BusinessObjects Mobile application is installed can vary, depending on your
phone and mobile operator.
Related Topics
Prerequisites and Supported Devices
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Accessing SAP BusinessObjects Mobile
4.1 Launching SAP BusinessObjects Mobile

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 splash screen.
Note:
A welcome screen is displayed after the splash screen.
Related Topics
Logging into SAP BusinessObjects Mobile Client Application
Running SAP BusinessObjects Mobile in the Background
4.2 Configuring your Device to Access the SAP BusinessObjects Business Intelligence
Platform Server
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
Ex: "http://<IPAddress>:Port "
Connection preference
CMS name
Server authentication type
These details can be obtained from your IT administrator.
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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.
A welcome screen is displayed 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 then, 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.
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 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. Open the device menu, and select OK.
5. If you want to manually set the Connection Settings screen, perform the following sub steps:
a.
b.
c.
d.
In the Server URL field, enter the server URL provided to you by your IT administrator.
In the CMS name field, enter the SAP BusinessObjects Enterprise server name.
In the Auth. Method field, select the authentication method set up for you by your IT administrator.
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.
7. Return to the Login screen.
Related Topics
Connecting Automatically
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4.3 Logging into SAP BusinessObjects Mobile Client 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 you the appropriate rights for you to access and interact with documents
via SAP BusinessObjects Mobile.
To log into SAP BusinessObjects Mobile:
1. On the Login page, enter the required information into the following mandatory fields:
a. Username - the SAP BusinessObjects user name assigned to you by your IT administrator.
b. Password - the password that you or your administrator define in 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.
Note:
To view this option on login screen,perform the following substeps:
a. On your device, go to Preferences.
b. Select Allow Password UnMasking.
c. Relaunch the application.
3. 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:
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
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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.
6. Open the menu and select Login to access SAP BusinessObjects Mobile.
Related Topics
Working with Documents Stored Locally on your Device
4.3.1 Accessing SAP BusinessObjects Mobile Home Page

The application home page contain 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 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 > Select Open.
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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. For information
about setting a default folder or document, refer to the Related links.
Related Topics
Setting Default Folder or Document
4.3.1.1 Application Menu

This menu is available once you have logged in to the SAP BusinessObjects Mobile session homepage
screen.
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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
Set the selected document or the folder as the default. The default set document
or folder opens automatically when the application user logs into the application.
Search
Find documents and folders in the Mobile-ready documents.
Alert management
Views and manages the incoming alerts.
Preferences
Configure application preferences. For more information, refer to The Preferences

Menu.
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Option
Description
Hide
Run the application in the background.
Exit
Exit or log out of the SAP BusinessObjects Mobile application

Note:
A confirmation messgae appears.
Select Yes to exit the application.
Select No to return to the previous displayed page.
Copy
Copy the name of the document and paste it into any text editor.
Note:
This is a standard feature supported by BlackBerry devices.
4.3.2 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. 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.
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4.3.2.1 Removing Automatic Connection

Your device is configured to launch SAP BusinessObjects Mobile automatically each time you launch
the application on your device.
When Auto-connect is set on your device, you are connected to the SAP BusinessObjects Business
Intelligence platform server automatically. You can remove the automatic connection option if you want
to launch the application and/or log in manually. Manual login allows you to modify your login information,
such as the server name and your password.
To deselect automatic connection:
1. After logging, open the SAP BusinessObjects Mobile application menu and then open the Preferences
menu.
2. Deselect the Auto-connect checkbox.
3. Click Save.
The next time you launch the application on your device, the "Login" screen will prompt you to log in
manually.
Related Topics
4.4 Running SAP BusinessObjects Mobile in the 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.
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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.
Related Topics
Subscribing to an Alert
4.5 Exiting the SAP BusinessObjects Mobile Application

Closing the SAP BusinessObjects Mobile application ends your connection to the SAP BusinessObjects
Business Intelligence platform server.
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 that informs
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. In this case, the application is no longer
visible, but continues to run behind your other applications. If you confirm that you want to exit the
application, SAP BusinessObjects Mobile closes and logs you out of the SAP BusinessObjects
Business Intelligence platform server.
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Interacting with Business Intelligence Documents
5.1 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 "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 from the menu, select Search.
3. Enter the search string.
4. From the menu, select Search.
The list of documents matching images the specified search string is displayed in the Search Results
page.
5.2 Viewing Options

You can use a range of viewing and navigation options, to customize the display of how you want to
view your business intelligence reports and graphical elements (such as graphs).
Related Topics
The Preferences Menu
5.2.1 Setting Your Viewing Options
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Using the viewing options to customize the display of reports and charts, and choose how you want to
navigate documents.
Related Topics
5.2.1.1 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.
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Option
Description
Zoom fit to screen
Automatically resizes the current 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 of 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 5
minutes.
Recover Local Store
Retrieves all the locally saved documents from the 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.
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.
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Option
Description
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:
Show Welcome screen
By default this option is not available on your device. To enable

this, refer to: Preconfiguring the Mobile Client Application with
Connection Setting Details section in Installation and deployment
guide 4.0 fp 03.
A welcome screen displays 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. 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 as default
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
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Displays the first report of a Web Intelligence document when you open
a document with multiple reports.
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Option
Description
Show Report List
Displays the report list when you open a Web Intelligence document
with multiple reports.
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.
Related Topics
Setting Your Viewing Options
5.2.2 Viewing Documents in Panoramic Mode

You can pan horizontally through wide reports or graphs, by viewing them in panoramic mode.
Note:
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. However, but when you view Crystal reports in Panoramic mode, 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 send SMS.
To enter or leave panoramic mode:

1. Open a document open on your device and, open the device menu.
2. Select Enter Panoramic mode or Leave Panoramic mode.
Related Topics
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5.3 Setting Default Folder or Document

You can define a default folder or a document as 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.
Related Topics
Deselecting a Default Document or Folder
5.3.1 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.
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
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documents in the top-level folder on the SAP BusinessObjects Business Intelligence platform server
appears.
Related Topics
5.4 Language Support for Document Viewing

Using SAP BusinessObjects Mobile, you can display documents containing foreign language characters,
provided that 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.
5.5 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.
Related Topics
5.5.1 Opening Documents

SAP BusinessObjects Mobile supports the following types of business intelligence documents:
Web Intelligence Documents
Crystal reports
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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. After logging into the SAP BusinessObjects Business Intelligence platform server, select the type
of documents you want to access:
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.
Related Topics
Web Intelligence Document Features
Crystal Reports Features
5.5.2 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.
Related Topics
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5.5.2.1 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.
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 pre-defined 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 document 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 the Open report or select 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.
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Note:
While creating reports, if you use 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.
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.
Related Topics
Drilling Data for More Detailed Results
Using Prompts and Parameters
Drilling Across to Related Reports
5.5.2.2 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.
You cannot perform drill actions on Crystal reports by using SAP BusinessObjects Mobile.
Viewing charts on reports

You can view all chart types available with Crystal Reports.
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Related Topics
Viewing Documents in Panoramic Mode
5.6 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.
Related Topics
Quick Reference to Keypad Shortcuts
5.6.1 Quick Reference to Keypad Shortcuts

Using keypad shortcuts saves you time when you want to navigate through reports or set viewing
options quickly.
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Key
Command
Description
Toggle status
bar
Toggles the Show Current Cell Value display line on or off at the
bottom of the screen in the status bar.
Toggle title
bar
Toggles the Report Name display line on or off at the top of the
screen in the title bar
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]
Previous page Opens the previous report page.

Note:
This only works if there is a next or previous page.
100% Render- Sets the zoom to be 100%, which means that one pixel rendered
on the mobile device represents one pixel in the original document.
ing
Next page
Opens the next report page.

Note:
This only works if there is a next or previous page.
Zoom out
Incrementally zooms out from the current view. Minimum zoom=30%,

Maximum zoom=150%, Increments=10%.
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.
Zoom in
Incrementally zooms in from the current view. Minimum zoom=30%,

Maximum zoom=150%, Increments=10%.
Related Topics
Setting Your Viewing Options
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5.7 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.
Related Topics
Drilling on a Report
Drilling on a Graph or Chart
5.7.1 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 drill capability, open
the application menu from the document and select Leave panoramic mode.
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.
Related Topics
Drilling on a Graph or Chart
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5.7.2 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 drill capability,
open a document and from the application menu, then 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:
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.
Related Topics
5.7.3 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.
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 then 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.
Related Topics
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5.8 Performing Follow-Up Actions

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 via 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.
Related Topics
Displaying Contact Details Using elookup/plookup
Sending an SMS
Making a Call
Sending an E-Mail
5.8.1 Displaying Contact Details Using elookup/plookup

Actions are embedded into reports as hyperlinks by the document creator at design time.
Note:
The lookup action is obselete in SAP BusinessObjects Mobile 4.0 fp 3, and has been replaced by
elookup and plookup local actions. However, documents designed in earlier releases using lookup
action still works in SAP BusinessObjects Mobile 4.0 fp 3.
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 e-mail 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.
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Related Topics
Performing Follow-Up Actions
5.8.2 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:
2. Open the device menu, and select Sms.
The SMS message field appears. Here you can type your message.
Related Topics
5.8.3 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:
2. Open the device menu, and select Call to execute the phoneto action for the number you selected.
Related Topics
Displaying Contact Details Using elookup/plookup
5.8.4 Sending an E-Mail
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The mailto action enables you to send an e-mail message to a predefined recipient.
To send an email using the mailto action:
2. Open the device menu, and select Send mail.
The E-mail message field appears. Here you can type your message.
Related Topics
5.9 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, then select the recipients 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 receipentor
can be manually entered by the user. The recipient can also be identified either by the name (with
elookup/plookup) local actions, or by an e-mail address with a "mailto" local action in the document.
3. From the menu, select Send report.
4. From the menu, select Send.
The subject of the e-mail that has been 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.
5.10 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.
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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
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When you synchronize an offline document, the new version is saved back to the offline document
store on your mobile device.
Related Topics
Synchronizing Documents
Refreshing Reports with the Latest Data
5.10.1 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 retrieves 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.
The Mobile client only updates the information that has changed since the last synchronization. Therefore,
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 returning to connected mode.
4. Select Yes to switch to connected mode and login to the SAP BusinessObjects server to synchronize
the local documents.
Related Topics
5.10.2 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.
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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 into 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.
Related Topics
Modifying Prompts to Change Report Filters
5.10.3 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.
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.
Note:
SAP BusinessObjects Mobile does not support
Cascading and hierarchical prompts in Web Intelligence documents.
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Cascading, hierarchical and dynamic parameters in Crystal report documents.
Related Topics
Modifying Prompts to Change Report Filters
5.10.3.1 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 altogether 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.
Related Topics
Refreshing results and synchronizing documents
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5.11 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.
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) and deactivate (unsubscribe) 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 Topics
Quick Reference to Alerts
Viewing Alert Properties
Running SAP BusinessObjects Mobile in the Background
5.11.1 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:
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This alert
type...
Document
alert
is useful when you want to be alerted... For example...

when a specific document is modified.
Another person has refreshed the document.
Conditional when the current report values activate at The current report values meet at least one
least one of the specific alerters in a report. of the conditions defined on an alerter on a
data alert
report, which triggers the alert.
Scheduled
document
alert
when you want to be notified each time a

scheduled execution is run.
A scheduled refresh or publish is executed

on the document.
Scheduled when the current report values during a

The current report values after a schedule
conditional scheduled refresh activate a specific alerter refresh meet at least one of the conditions
in a report.
defined on a report in the alerter.
data alert
Related Topics
Subscribing to Alerts
5.11.2 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:
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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 on the Alert properties pane, activate alerts.
Scheduled document Select the document title, view the schedule properties to select the specific
schedule for which you want to receive an alert, then activate alerts.
alert
Scheduled conditional Select the document and view the schedule properties, select the recurrence
for which you want to select an alerter, then activate alerts.
data alert
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).
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.
Related Topics
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5.11.3 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
Related Topics
5.11.4 Managing Alerts

When you receive an alert, you can either view it immediately, or ignore it. If you ignore an alert, then
you can view it later using Alert Management option. Once you view the instance of the document,
then 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:
1. Log on to SAP BusinessObjects Mobile application on your device.
2. From the application menu, select Alert management.
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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.
5.11.5 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 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.
5.12 Saving the Enterprise Documents Locally on your BlackBerry Mobile Device
If you are using a BlackBerry mobile device, you have the option to save a local copy of the enterprise
repository documents that you are viewing your BlackBerry mobile.
To activate the option to save documents locally, perform the following steps:
1. Go to Preferences.
2. Select the Save local copy on View.
Note:
The feature to save the documents locally is only supported for BlackBerry devices.
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5.13 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.
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 the delete that document from your offline
documents folder, SAP BusinessObjects Mobile cannot open this document by default when you log
into the application.
Related Topics
Working with Local Documents
Saving Documents Locally on your Device
5.13.1 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 a considerable 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:
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2012-03-23
1. From the login screen, select, or deselect Work offline.

2. Open the application menu and select Login. You can choose of accessing 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.
Related Topics
5.13.2 Saving Documents Locally on your Device

You can save documents from on 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:
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.
Related Topics
Working with Local Documents
5.13.3 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.
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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.
Related Topics
5.13.4 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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2012-03-23
50
2012-03-23
Index
A
actions
elookup 36
lookup 37
mailto 38
overview 36
phoneto 37
plookup 36
SMS 37
alerts
examples 42
overview 42
running in background 21
subscribing to 43
types of 42
viewing properties 45
analyzing reports 34
application
launching 15
logging out 22
authentication
configure connection 15
document
alerts 42
unsetting default 27
documents
accessing 28
design guidelines 9
drilling 35
linking to 35
local 48
opening 28
saving locally 48
supported features 29
synchronizing 38, 39
viewing properties 49
Web Intelligence 30
working locally 47
drill analysis
overview 34
E
email
sending via actions 38
BIS 15
BlackBerry Internet Server 15
folder
unsetting default 27
folders
default folder 28
start folder 28
C
charts
analyzing 35
drilling 35
CMS
configure connection 15
connection
automatic 20
configure manually 15
removing automatic 21
Crystal reports
reporting features 31
I
installation
folder name 12
K
keypad shortcuts 32
L
D
default document
unsetting 27
default folder
unsetting 27
design guidelines 9
51
languages
supported 28
local documents 47
deleting 48
saving 48
synchronizing 38, 39
login
automatic 20
configure manually 15
removing automatic 21
lookup
actions 36
M
manage
alerts 45
subscription 46
menu options 12
menus
navigation options 32
N
navigation menus 32
O
offline
overview of working 47
switching to 47
online
switching to 47
options
setting 23
viewing reports 23, 24
P
panoramic mode 26
actions 36
parameters 40
modifying values 41
phoneto
using actions 37
prompts 40
modifying values 41
properties
alerts 45
document 49
R
refreshing reports 39
reports
analyzing 34
2012-03-23
Index
reports (continued)
Crystal reports 31
drilling 34
parameters 40
prompts 40
refresh prompt 41
refreshing 38, 39
viewing options 32
session duration
automatic login 20
shortcuts 32
SMS
sending via actions 37
viewing options
reference 24
setting 23
Web Intelligence
document features 30
TCP connection 15
52
2012-03-23

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SAP BusinessObjects Mobile User Guide

SAP BusinessObjects Mobile 4.0.3

About this Guide.....................................................................................................................5

Introducing SAP BusinessObjects Mobile Solution................................................................7

Downloading the Application to your Mobile........................................................................11

Prerequisites and Supported Devices....................................................................................11

Accessing SAP BusinessObjects Mobile..............................................................................15

Launching SAP BusinessObjects Mobile................................................................................15

Logging into SAP BusinessObjects Mobile Client Application................................................17

Interacting with Business Intelligence Documents...............................................................23

The SAP BusinessObjects Mobile Client..................................................................................7

Downloading the SAP BusinessObjects Mobile Client Application.........................................11

Setting Your Viewing Options................................................................................................23

About this Guide

About this Guide

1.2 Target Audience

About this Guide

Introducing SAP BusinessObjects Mobile Solution

Introducing SAP BusinessObjects Mobile Solution

2.1 Solution Overview

This solution comprises of the following three major components:

The SAP BusinessObjects Mobile Client

2.1.1 The SAP BusinessObjects Mobile Client

Introducing SAP BusinessObjects Mobile Solution

Web Intelligence documents

2.1.2 The SAP BusinessObjects Mobile Server

2.1.3 The SAP BusinessObjects Business Intelligence (BI) Platform

Introducing SAP BusinessObjects Mobile Solution

2.2 Supported Features and Functions

When viewing Web Intelligence reports, you can also:

2.2.1 Document Design Recommendations

Introducing SAP BusinessObjects Mobile Solution

Downloading the Application to your Mobile

Downloading the Application to your Mobile

3.1 Prerequisites and Supported Devices

3.2 Downloading the SAP BusinessObjects Mobile Client Application

3.2.1 Over-The-Air (OTA) via Secure Website

Downloading the Application to your Mobile

3.2.2 Using the BlackBerry Desktop Software

3.3 Restrictions and Recommendations for Specific Mobile Devices

Downloading the Application to your Mobile

Menu options and workflows

Downloading the Application to your Mobile

Accessing SAP BusinessObjects Mobile

Accessing SAP BusinessObjects Mobile

4.1 Launching SAP BusinessObjects Mobile

These details can be obtained from your IT administrator.

Accessing SAP BusinessObjects Mobile

6. Open the menu:

Accessing SAP BusinessObjects Mobile

4.3 Logging into SAP BusinessObjects Mobile Client Application

Accessing SAP BusinessObjects Mobile

4.3.1 Accessing SAP BusinessObjects Mobile Home Page

Recently viewed documents

Accessing SAP BusinessObjects Mobile

4.3.1.1 Application Menu

Opens the document that is selected by the user.

Deletes the most recently viewed document from the homepage.

Refreshes the current document list within the application.

Find documents and folders in the Mobile-ready documents.

Views and manages the incoming alerts.

Configure application preferences. For more information, refer to The Preferences

Accessing SAP BusinessObjects Mobile

Run the application in the background.