6 - BIlaunchpad-CustomizingTheInterfacereview1

7/28/2019 6 - BIlaunchpad-CustomizingTheInterfacereview1

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SAP AG 2011 SAP BusinessObjects / Page 1

Lab: Customizing BI launch pad for groups

ScenarioAdministrators can customize the interface for groups of users. This can help simplify theinterface for novice users while maintain the more advanced functionality for powerusers. Administrators can also personalize the home page to target content to groups ofusers.

Objectives

In this lab, you will:

Define a custom Home tab and other preferences for a group of users

Understand how a user can override administrator defined preferences

Understand how administrator defined preferences are inherited

Perform the following steps as described in order:

Pre conditons for this lab:

Launch IE 32 bits.

Logged onto BI launch pad (http://localhost:8080/BOE/BI) as user: train-xx,

password: train-xx

Where xx= 00 to 01
http://localhost:8080/BOE/BIhttp://localhost:8080/BOE/BIhttp://localhost:8080/BOE/BIhttp://localhost:8080/BOE/BI


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Administrator defined Home tab and Preferences

1. Select the User and Grou psarea of the CMC

2. Select the Users and GroupsListfrom in the left navigation

3. In the GP_training group

4. Select the GP_train-00group. Right-click and select BI launch pad Preferences

5. The BI lauch pad Preferences action is opened to allow you to define the preferences for theselected group (GP_Train-00)

This page looks much like the preferences page that users see within BI launch pad

6. Uncheck No Preferences Defined. This enables the rest of the page so that you can define thepreferences for the selected group.


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7. In the section Home Tab> Select Home Tabclick Brow se Home Tab

8. Navigate to Folders> Public Folders> Training_Webinar_Folderand selectDashboard_swf1, click Open

9. In the section; Choose columns displayed in Documents tab:

1. Uncheck Last Run

2. Uncheck Type

3. Check Descript ion

10. Select Save & Closeto save your settings for the GP_Train- 00group.

11. Logon to BI launch pad as user: 00, password: 00to see the changes.00is a member of the GP_train- 00group

12. Hometab displayed is Dashboard_swf1

13. Columns displayed inDocumentsare; Title, Instances and Description


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User override of adminstrator defined preferences

1. Logon to BI lauch pad as user: 00, password: 00.

00is a member of the GP_train- 00group so his preferences have been defined in theprevious section

2. Select Preferenceslink from the banner area to open the preferences page

3. Uncheck Use Default Sett ings (Adm inistrator defined). This enables the page so that youcan define your own user preferences.

4. When Use Default Sett ings (Adm inistrator defined)is unchecked the users preferences areconsidered to be custom. Administrator updates to the preferences of your group are notreflected for users with custom preferences

5. Select Home Tab> Select Home Taband click Brow se Home Tab

6. Navigate to Folders> Public Folders> Training_Webinar_Folderand selectDirect_Access_Devlopment.rpt_OK, click Open

6. Select Save & Closeto save your preference settings.

7. Select the Hometab to see that Direct_Access_Devlopment.rpt_OKreports is displayed

8. Remove your preference settings. To revert back to administrator defined preferences, selectPreferenceslink and check the option forUse Default Sett ings (Adm inistrator defined).

9. Now the user 00 use only the Default Sett ings (Administrator defined), so theDashboard_swf1


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Inheritance of administrator defined preferences

Logon to CMC as user: 00, password: 00 and go to the Users and Groups panel.

00 is a member of the GP_train- 00and GP_train-allgroup. So which administrator definedpreferences does 00see in BI launch pad (e.g. which home tab)?

Note: The Preferences on the GP_train-allgroup have not been updated from the defaultsettings (default home tab)

1. Logon to BI launch pad as user00. The display Home tab is Dashboard_swf1

As 00 is in 2 groups the system looks at the BI launch pad Preferences of both groups todetermine which preferences to use for00. The GP_train-allgroup does not have preferencesdefined and the GP_train- 00group does

The system will use the preferences of the group that has preferences defined.

2. Logon to CMC with train-00 to set BI launch pad Preferences for the group GP_train-all.

On the GP_train-all grou p, set the Home tab = serverStartup(acrobat), located in Folders>Public Folders> Training_Webinar_Folder


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Leave all other preferences as is and select Save & Close

Logon to BI launch pad as user: 00bak. , password:00bak.

3. 00bak. is a member ofGP_train-all.group so the Preferences (Home tab) displayed are forhis group (Home tab = serverStartup)

4. Logout 00bak

Logon to CMC as user: train-00, password: train-00.

5. Create a new user in the group GP_Train-00 called this user00GP00 with the password00GP00

6. Logon to BI launch pad as user: 00GP00, password:00GP00.

7. 00GP00 is a member ofGP_train-00group so the Preferences (Home tab) displayed are forhis group (Home tab = Dashboard_swf1)

8. Logout 00GP00


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Logon to BI launch pad as user: 00, password = 00

First check that your own Preferences are using the default settings

Now that Preferences have been defined on both groups what preferences does 00see as amember of both groups?

14. The preferences displayed are forGP_train-00group (Home tab = Dashboard_swf1)

When preferences have been defined for both groups that a user is a member of the systemdetermines the users preferences by the group with the lower ID. In this case the GP_train-00has the lower ID

Check the ID of each group in the CMC.

End of lab