27
INTRODUCTION TO CUSTOMIZING INFOVIEW (XI R3.1) Adam Lange Lake Tahoe Community College

Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Embed Size (px)

Citation preview

Page 1: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

INTRODUCTION TO

CUSTOMIZING

INFOVIEW (XI R3.1) Adam Lange

Lake Tahoe Community College

Page 2: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Agenda

• Why Customize?

• Best Practices for Customization

• Modify Basic InfoView properties

• Modify Web Intelligence Default Settings

• Modify InfoView Title and Greeting

• Hide Unused Buttons on InfoView Toolbar

• Change Log On Page Instructions

• Add Dynamic Text to Log On Page

• Customizing Launchpad in 4.0

• Resources

Page 3: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Why Customize?

• Modify appearance to create seamlessness among other

internal systems/interfaces

• Modify functionality to align with practices and standards

specific to your organization

• Extend the delivered functionality of Business Objects to

meet unique requirements

• Bonus: It’s fun!

Page 4: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Best Practices for Customization

• Always make back-up of original system file

before customizing it

• Document all customizations

• Restart Apache Tomcat after making changes

• Make changes on Test server first – if possible

Page 5: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Modify Basic InfoView Properties • CMC > Applications > InfoView > Properties

Tomcat55\webapps\InfoViewApp\

res\schema.blue\default.css

Logo displayed on

InfoView log on page

Page 6: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Change InfoView Log On Page Logo 1) Copy logo file to Tomcat55\webapps\InfoViewApp\res\schema.blue

2) Enter custom logo file name under CMC > Applications > InfoView > Properties

3) Restart Tomcat

Page 7: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Change InfoView Log On Page Logo

Before

After

Page 8: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Modify WebI Default Settings • CMC > Applications > Web Intelligence > Properties

Page 9: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Modify InfoView Title & Greeting

• InfoView Title

• InfoView Greeting (log on page)

Page 10: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Modify InfoView Title & Greeting

• Text is defined within web.xml file

Tomcat55\webapps\InfoViewApp\WEB-INF

• Web.xml file contains mant system parameters. Modify

the app.name and app.name.short with desired text.

Page 11: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Modify InfoView Title & Greeting

• Edit web.xml file

• Save web.xml file

• Restart Tomcat

Page 12: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Hide Unused Buttons in InfoView

• Buttons and links for unused features in InfoView may

cause confusion among users.

LTCC does not use these features

Page 13: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Hide Unused Buttons in InfoView • Suppress buttons by modifying the headerPlus.jsp file:

• “Comment out” .add() functions

Page 14: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Hide Unused Buttons in InfoView

• After making change to headerPlus.jsp file:

Page 15: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Change Log On Page Instructions

• InfoView log on page displays generic instructions by default

Page 16: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Change Log On Page Instructions

• Instructions can be tailored to fit your organization

Page 17: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Change Log On Page Instructions • Tailor instructions by modifying

PlatformResources_en.properties within the

PlatformServices_en.jar file

(Tomcat55\webapps\PlatformServices\WEB-INF\lib)

Page 18: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Change Log On Page Instructions • Modify the logon.firstInstruction and/or

logon.secondInstruction parameters

logon.secondInstruction=For questions regarding account

information, contact Adam Lange at x756 or <a

href="mailto:[email protected]"

class="homepage">[email protected]</a>.<br><a

href="https://portal.ltcc.edu/facstaffresources/technology/Lists/

Report%20Requests/NewForm.aspx" class="homepage"

target="_blank">Click here</a> to request a new report.

Page 19: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Add Dynamic Text to Log On Page

• LTCC uses a reporting database (ODS) which is

refreshed daily from the ERP system

• Refreshes occur around 1:30AM every morning

• In the future, LTCC may establish an additional mid-day

refresh around noon

• A dynamic message was added to the InfoView log on

page to display the date/time when the reporting database

was last refreshed

Page 20: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Add Dynamic Text to Log On Page

Message is updated automatically

after the completion of daily refresh

Page 21: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Add Dynamic Text to Log On Page

Process to update message on log on page:

1) Refresh of reporting database is completed and then SQL

stored procedure is executed automatically.

2) Stored procedure writes the date/time of refresh to text file

under Tomcat55\webapps\InfoViewApp\WEB-INF

3) Java code snippet added to logon.jsp file (under

Tomcat55\webapps\InfoViewApp) to dynamically

read/display refresh date from text file.

Page 22: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Add Dynamic Text to Log On Page

Stored procedure to write refresh date/time to text file. Executed automatically after daily refresh of reporting database is completed.

CREATE PROCEDURE [dbo].[L56_WRITE_ODS_REFRESH_STATUS]

AS BEGIN

-- =============================================

-- Author: Adam Lange

-- Create date: 3/20/2013

-- Description: Writes to refresh data to ODSREFRESH.txt file on LTCC-BOAPP

-- =============================================

-- SET NOCOUNT ON added to prevent extra result sets from

-- interfering with SELECT statements.

SET NOCOUNT ON;

DECLARE @cmd VARCHAR(256)

DECLARE @result VARCHAR(100)

SET @result = 'ODS reporting database last updated ' + (SELECT LTRIM(RTRIM(REPLACE(CONVERT(VARCHAR(30), GETDATE()), ' ', ' '))))

SET @cmd= 'echo>\\LTCC-BOAPP\WEB-INF\ODSREFRESH.txt ' + @result

EXEC master..xp_cmdshell @cmd, no_output

END

Page 23: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Add Dynamic Text to Log On Page Java code in logon.jsp dynamically reads from ODSREFRESH.txt text file.

<%

String fileName = "/WEB-INF/ODSREFRESH.txt";

InputStream ins = application.getResourceAsStream(fileName);

try

{

if(ins == null)

{

response.setStatus(response.SC_NOT_FOUND);

}

else

{

BufferedReader br = new BufferedReader((new InputStreamReader(ins)));

String data;

while((data= br.readLine())!= null)

{out.println(data+"<br>");}

}

}

catch(IOException e)

{out.println(e.getMessage());}

%>

Page 24: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Add Dynamic Text to Log On Page

Page 25: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Customizing Launchpad in 4.0 Many similar customizations shown in this presentation are

also possible in 4.0/Launchpad. However, the actual processes

for implementation are quite different.

Helpful resources for customizing 4.0/Launchpad:

Business Intelligence Platform Administrator Guide

http://help.sap.com/businessobject/product_guides/boexir4/en/xi4_bip_admin_en.pdf

SAP BusinessObjects OEM Customization Guide

http://help.sap.com/businessobject/product_guides/boexir4/en/xi4_oem_customizati

on_en.pdf

Customizing SAP BusinessObjects BI 4.0

www.dallasmarks.org/blog/2011/09/customizing-sap-businessobjects-bi-4-0

Page 26: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects

Resources for Customizing InfoView

BusinessObjects Chop Shop (InfoView hacks)

www.dallasmarks.org/blog/2009/07/businessobjects-chop-shop-

infoview-hacks

Customizing SAP BusinessObjects Enterprise XI 3.1

www.dallasmarks.org/blog/2008/08/customizing-

businessobjects-enterprise-xi-3-0

Customizing InfoView without Coding (R2)

http://scn.sap.com/docs/DOC-20265

Page 27: Introduction to Customizing InfoView (XI r3.1) - AZBOCUGazbocug.com/.../2013/02/Introduction-to-Customizing-InfoView.pdf · INTRODUCTION TO CUSTOMIZING INFOVIEW ... SAP BusinessObjects