BusinessObjects Enterprise XI InfoView

Customizing InfoView without Coding

Overview
Business Objects provides numerous ways to customize a Business Intelligence solution. Many of these customization solutions do not require any programming knowledge. The solutions discussed in this guide are with regards to InfoView. If deeper integration is required for the Business Intelligence (BI) portal or to integrate BI into the business workflow, please consult the developer library, as these solutions require coding: http://devlibrary.businessobjects.com/

Contents
INTRODUCTION ............................................................................................ 2 CUSTOMIZING INSIDE INFOVIEW USING PERSONAL PREFERENCES ................. 2 General preferences ......................................................................................2 Web Intelligence Document preferences ......................................................3 Crystal Reports Preferences.........................................................................7
Default fonts for Web Intelligence Reports ................................................. 6

MY INFOVIEW OPTION.................................................................................. 8 Customizing My InfoView ..........................................................................8 CENTRAL MANAGEMENT CONSOLE – INFOVIEW SETTINGS ............................ 8 InfoView Properties .....................................................................................8
Header and style ............................................................................................. 8 Display ........................................................................................................... 10 Object Listing................................................................................................. 11 Viewers........................................................................................................... 12

InfoView Rights.........................................................................................12

FINDING MORE INFORMATION ..................................................................... 13

9/26/2007 4:27:00 PM

Copyright © 2006 Business Objects. All rights reserved.

Page 1

setting this option to always ask before logging me off InfoView or always log me off InfoView releases resources when the user logs off. Some important settings include the Locale settings for Web Intelligence documents. My interface locale is equally important for multi-language environments. Personal settings are a quick and easy way to personalize InfoView.This setting can cause licensing issues. Additionally. some users will be denied access to InfoView because no licenses are available. it will use one license as long as the web application server session is alive. and Crystal Reports preferences will be described. By using the default setting User Browser locale it will automatically change the logon screen and InfoView to the language defined in the browser settings. users in each country would expect to see InfoView presented in their own language. This document lists many settings to make these changes and achieve desired goals quickly. this setting can be changed on an individual basis. • When I close my browser window… -. Only General.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding Introduction There are many reasons why users would like to change the interface or behavior of a product: corporate colors. Changes occur only to the user’s specific account. regardless of the licensing model. the report schedule will Page 2 • • Copyright © 2007 Business Objects. Web Intelligence. General preferences Settings in this category modify the presentation and functionality of InfoView. even if only a few users are viewing reports. For many this means getting a consultant or developer to develop something new to fit their needs even for small changes. When scheduling reports to run at a specific time. In case a single language needs to be used company wide. All rights reserved. If it is set to never log off InfoView in a concurrent users licensing model. This means if the local client location has a two-hour time difference from the web server location. The Preferences icon is in the upper right corner of the InfoView home page. if offices are located all over Europe. . Customizing inside InfoView using Personal Preferences Personal preferences are by default enabled for every user. the logo. the setting My current time-zone is … is crucial because the default setting is Local to webserver. If that occurs. setting the password and logging off automatically when the browser is closed. For example. By default. or formatting. InfoView is installed in 12 languages.

In case no actions are selected.not at the expected time reflected on the local computer. Figure 1 – General Preferences Copyright © 2007 Business Objects. click the grey arrow left of the title.This setting allows selection of the information required of each document when viewing a folder listing. and the actions will appear. The Type column is a global setting and can not be removed or added by individual users (Please see InfoView Application Settings). Page 3 . • For each document show me … -. All rights reserved.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding also run with a two-hour difference -.

• • Copyright © 2007 Business Objects. Page 4 . • The Select a Format locale and When viewing a document settings work together to allow the ability for overriding the locale used for the document and to format numbers and dates in the way required. All rights reserved. When creating a new Web Intelligence document. the user is taken immediately to Web Intelligence. Select Default Universe can save time when choosing the same universe every time a new report is created.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding Web Intelligence Document preferences The settings in this section will apply to Web Intelligence documents only. The Prioritize easy data processing in the Excel document setting in the Select MS Excel format section allows the user to further manipulate data in Excel by keeping only the essential data in the report and removing the formatting.

Page 5 .BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding Figure 2 – Web Intelligence Preferences Copyright © 2007 Business Objects. All rights reserved.

An example of defaultConfig. create a backup.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding Default fonts for Web Intelligence Reports As in previous versions it is still possible to modify the fonts and some other settings of the Web Intelligence Java Report Panel. The location of defaultConfig. Languages and fonts must be supported on the client computer in order to be displayed correctly. by opening the XML file in Internet Explorer after it is modified will parse the document and check for errors in the markup (for example. Page 6 . The location of defaultConfig. In addition.xml is as follows: Before modifying the file.xml for JSP is: <installation_directory>\Business Objects\Tomcat\webapps\businessobjects\enterprise115\desktoplaunc h\webiApplet\AppletConfig.NET is: <installation_directory>\Business Objects\BusinessObjects Enterprise 11. Copyright © 2007 Business Objects.5\Web Content\Enterprise115\webiApplet\AppletConfig.xml file (for the Java Report Panel) and the config. Different <KEY> groups are used for different parts of the report. all fonts must be defined in the fontalias. It is specified in the defaultConfig. The default font is Arial. a tag that was not closed properly). Also.js (for the HTML Report Panel). All rights reserved.xml in .xml file.

that produces only a single page of the report. Also. Using the Acrobat Reader printing control option requires the additional step of first viewing the report in PDF format. Page 7 . The Rendering resolution (DHTML viewers) increases the DPI resolution to 120 DPI for reports with images. keeping a higher resolution of the picture. However. Clicking the ActiveX Printing Control option immediately prints the report. Printing from the DHMTL viewer can be done by clicking Print in Internet Explorer.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding Crystal Reports Preferences Using the Advanced DHTML Viewer will require the Report Application Server to be started and enabled. The other viewers will use the Crystal Reports Page/Cache Server. using the ActiveX Printing Control will retain the original Crystal Reports format and not the “exported” DHTML or PDF view. To have a professional printout as well as access to all pages. All rights reserved. Figure 3 – Crystal Reports Preferences Copyright © 2007 Business Objects. the user has the option to print using the ActiveX Printing Control or Acrobat Reader. This improves the quality when using DHTML Viewers.

All rights reserved.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding My InfoView option The My InfoView editor allows the user to create a simple dashboard which can contain several portlets pointing to any document viewable in InfoView or an external web address (for example. Figure 4 – My InfoView When selecting a Crystal Reports document to be displayed.com InfoView Properties Header and style To display a custom logo. http://www. select the option Display custom logo at this URL. choose a template. the navigation panel can be hidden. for example: http://www. Central Management Console – InfoView settings Clicking the icon that looks like a window in the toolbar activates the My InfoView editor. This saves time to navigate to the folder and open the individual documents. and showing the latest instance or on-demand data. and then use the 2 split-buttons in the portlet itself to split it further. Customizing My InfoView To split the view into more than one portlet using the editor.com). such as viewer.businessobjects. Page 8 .businessobjects. Copyright © 2007 Business Objects. The editor allows users to create a simple dashboard which can contain several portlets pointing to any document available in InfoView or in an external web address. zoom level. My InfoView is particularly useful for users who only need to analyze a few crucial documents on a daily basis. there will be additional options available. logo. Place the file (for example. To have more space available.gif) in the same location where the style sheet can be found.

Page 9 .256) Figure 5 – Central Management Console settings Copyright © 2007 Business Objects. and many other design settings. Click the Use custom header colors option.blue. In JPS environments. the style sheet can be found in <installation_directory>:\Program Files\Business Objects\Tomcat\webapps\businessobjects\enterprise115\desktoplaunc h\InfoView\res\schema.5\Web Content\Enterprise115\InfoView for .NET environments. Viewers. All rights reserved. The default style sheet can be modified to choose colors. NOTE Discussions. Color-coding values are the standard HTML hexadecimal values (RGB=256. fonts. To edit Use custom header colors. and Dashboards use different style sheets in other directories. With around 700 lines of settings.256. choose an option other than Display Business Objects logo.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding The style sheet can be found in <installation_directory>:\Program Files\Business Objects\BusinessObjects Enterprise 11. the appearance of InfoView can be greatly modified.

For example. both Folder and Category views are now possible. Copyright © 2007 Business Objects. then five page links will appear at the bottom. Page 10 . Users can modify the number of objects per page in the General Settings of his personal preferences. as the Administrator by definition is able to see everything. Beginning with BusinessObjects Enterprise XI. Disabling Type simply drops the Type column from the InfoView listing. administrators may not want users to see the record selection formula. The maximum Number of pages of objects to show at a time affects the amount of direct links to pages viewed in the InfoView listing. Category View was the only type of view for BusinessObjects version 6. Also. deny the settings to them by disabling the Show Preferences button. The Show ‘Filters’ tab on the Schedule page option keeps the data limited to the report specifications since users are able to change the record selection (filter) and view data to which they are not allowed. as it will reveal in which database fields certain data is stored. If it is necessary for all users to have the same personal settings.x and earlier. users will not see the filters tab. if there are 50 objects in a folder and each page has a limit of 10 objects.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding Display The settings in this section will not affect the Administrators account. By disabling this option. All rights reserved.

If a recurring schedule is created to run the report overnight. when the database and the network are free. But in many customer environments we look at historical data. it would need to retrieve the data again. Once the data-cache has expired.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding Figure 6 – InfoView Properties Object Listing This option can dramatically improve the performance of the system. the user will Copyright © 2007 Business Objects. All rights reserved. If the default View the Object setting is kept. Page 11 . the report will retrieve all the data and save it. Take the example of “Yesterdays sales”. When selecting the other option View the latest successful instance of the object. it will retrieve the current data from the datasource and then view it using the viewer specified in the personal settings.

Page 12 . it will just render it and show it. Figure 7 – InfoView Rights Copyright © 2007 Business Objects. InfoView Rights Clicking the Rights tab will present the users and groups who have access to InfoView. Using the second dropdown. users can choose their default viewer for users. The first option is simply verifying Crystal Reports users will use the DHTML viewer instead of the Advanced DHTML Viewer. Clicking the Advanced link under the Net Access column presents additional rights to define for the user or group. Viewers These options are specific to Crystal Reports. This can be considered customization to some extent and needs to be mentioned since there can be different ways to achieve the same effect. All rights reserved.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding not need to wait to until the data is retrieved.

businessobjects. you do not have the right to use InfoView. Page 13 . If you require this right.BusinessObjects Enterprise XI R2 Customizing InfoView Without Coding NOTE For more information on rights. please check the Administrators guide chapter: “Controlling user access overview” page 286 Selecting “Explicitly Denied” will deny logging onto InfoView completely and display the following error: “Sorry.” Finding more information For more information and resources. All rights reserved. refer to the product documentation and visit the support area of the web site at: http://www. please see your system administrator.com/ Copyright © 2007 Business Objects.

Sign up to vote on this title
UsefulNot useful