SAP Lumira, server for BI Platform User Guide · SAP Lumira, server for BI Platform User Guide Using SAP Lumira, server for BI Platform PUBLIC 9. Note If you have view rights, and

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SAP Lumira, server for BI PlatformDocument Version: 1.31 – 2017-01-11

SAP Lumira, server for BI Platform User Guide

Content

1 About This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.1 What This Guide Contains. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2 Who should read this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

2 SAP Lumira, server for BI Platform Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

3 Using SAP Lumira, server for BI Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63.1 Creating an SAP HANA Online Document from a Browser in Lumira, server for BI Platform. . . . . . . . . 63.2 Saving Documents from SAP Lumira Desktop to SAP Lumira, server for BI Platform. . . . . . . . . . . . . 73.3 Opening Lumira documents from SAP Lumira, server for BI Platform to SAP Lumira desktop

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83.4 Viewing and Editing Documents in SAP Lumira, server for BI Platform. . . . . . . . . . . . . . . . . . . . . . . .9

Viewing a Document Containing Esri Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103.5 Viewing SAP HANA Online Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123.6 Refreshing Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Refreshing Documents Based on Enhanced FHSQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Refreshing Documents Based on XLS/CSV/TXT Data Sources. . . . . . . . . . . . . . . . . . . . . . . . . 14Refreshing a Document Based on SAP Business Warehouse Data Source. . . . . . . . . . . . . . . . . . 15Refreshing Documents Based on a Universe Data Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Refreshing Documents Based on SAP HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

3.7 Saving Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203.8 Scheduling Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213.9 Exporting a Story to Portable Document Format (PDF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223.10 Purging Lumira documents while saving it to SAP Lumira, server for BI Platform. . . . . . . . . . . . . . . 23

Purging and Saving Lumira documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Scheduling Purged Lumira Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

3.11 Configuring OpenDocument Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Parameters used for creating an OpenDocument URL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Sharing an OpenDocument URL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Viewing OpenDocument URL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

3.12 Configuring Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Creating a Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Setting a Bookmark as Default. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Switching from View mode to Edit mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Changing Filters for Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Deleting a Bookmark. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Changing a Bookmark type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

2 P U B L I CSAP Lumira, server for BI Platform User Guide

Content

Sharing a Bookmark through OpenDocument URL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373.13 Behavior of Sample Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

SAP Lumira, server for BI Platform User GuideContent P U B L I C 3

1 About This Guide

1.1 What This Guide Contains

This guide provides:

● An overview of SAP Lumira, server for BI Platform.● Information on how to view, edit, refresh, and schedule SAP Lumira documents.

1.2 Who should read this guide

This guide is intended for the following target audiences:

● Business users, who want to view and refresh SAP Lumira documents created using SAP Lumira Desktop.● Analysts, who want to upload and analyze documents from SAP Lumira Desktop to SAP Lumira, server for

BI platform.


About This Guide

2 SAP Lumira, server for BI Platform Overview

SAP Lumira, server for BI Platform brings your SAP Lumira content into your SAP BusinessObjects BI platform deployment, thus allowing you to utilize the security, scalability, and ease of use the BI platform provides.

The SAP Lumira viewer is integrated into the SAP BusinessObjects BI platform as a web application, enabling users to have the same experience viewing and exploring stories in the BI Launchpad as they do in SAP Lumira. The SAP BusinessObjects BI platform enforces security on Lumira documents, and allows access and categorization in the same manner as other BI platform content, allowing you to seamlessly adopt SAP Lumira within your organization.

SAP Lumira, server for BI Platform User GuideSAP Lumira, server for BI Platform Overview P U B L I C 5

3 Using SAP Lumira, server for BI Platform

3.1 Creating an SAP HANA Online Document from a Browser in Lumira, server for BI Platform

While connected to SAP HANA, you can create visualizations from an SAP HANA view.

Context

To connect to a prompt managed connections, you need to know your SAP HANA user name and password.

Procedure

1. Log on to SAP BusinessObjects BI Launchpad.2. Enter the User Name and Password.3. Go to Applications in the top right corner of the launchpad and choose Lumira.

The Add new dataset dialog box appears.4. Choose Connect to SAP HANA.5. Choose Next.6. Select an OLAP connection and choose Next.

The following OLAP connections are supported:○ Single Sign-On (SSO): System establishes connections via single sign-on.○ Prompt: System prompts you to enter your SAP HANA user name and password.○ Predefined credentials: System fetches the saved SAP HANA credentials to connect to the database.

7. Choose a SAP HANA view that contains the data to view, and choose the cube that contains the data.

NoteAnalytical views and calculation views with variables and input parameters are supported.

8. Choose Next.9. Choose the measures and dimensions you want to download.10. Choose Create.

Note○ You can apply a filter search for dimensions. To do this, choose the filter icon and select the specific

dimensions you want to search and create.


Using SAP Lumira, server for BI Platform

○ You can also see the sample values of dimensions in the Values Preview section.

11. You can now choose the Save or Save As option to save your document.

Results

SAP HANA online document is now created.You can view these documents in SAP Lumira Desktop as well.

3.2 Saving Documents from SAP Lumira Desktop to SAP Lumira, server for BI Platform

Procedure

1. Launch SAP Lumira Desktop 1.31.

2. Choose File Preferences Network .3. Enter the SAP Lumira, server for BI Platform URL.

To find the URL, launch SAP Lumira, server for BI Platform from the CMC/BI Launchpad from the start menu and copy the system name or IP address and the port number that appears.

Examplehttp://<hostname or IP Address: port/biprws> or http://11.111.1.111:6405/biprws.

NotePort is the RESTful port here (i.e.6405). If IT has changed the default REST port, you may need to get the PORT from the BI platform administrator.

4. Choose Done.5. Restart the SAP Lumira Desktop to reflect your changes.6. Open a SAP Lumira document that you want to export.

You can also export sample documents from SAP Lumira Desktop to SAP Lumira, server for BI Platform.

NoteIf you save a SAP Lumira document with SAP Predictive Analysis content, opening this document is not supported in SAP Lumira, server for BI Platform.

7. Choose File Save As .

SAP Lumira, server for BI Platform User GuideUsing SAP Lumira, server for BI Platform P U B L I C 7

8. In the SAVE AS section, select SAP BI Platform.

You have to log on to SAP Lumira, server for BI Platform connection before you can save to this location.9. Enter your user name and password in the SAP Lumira, server for BI Platform log on window.

NoteIn this release, you can publish a document or log onto SAP Lumira, server for BI platform from Lumira desktop using operating system SSO. However, ensure that you have configured the SSO on Lumira server for BI Platform environment and Both Lumira Desktop and SAP Lumira server for BI Platform reside on the same machine.

10. Choose Connect.

The connection is now added to the Save As section.11. Select a folder where you want to place the SAP Lumira document.12. Enter the name of the SAP Lumira document.13. Choose Save.

You have exported the SAP Lumira document to SAP BusinessObjects BI Platform.

NoteIf you have not changed your document name it prompts you that the file already exists in your local documents. Do you want to replace it? here you can choose Yes/No.

.

3.3 Opening Lumira documents from SAP Lumira, server for BI Platform to SAP Lumira desktop

Context

To open Lumira documents from SAP Lumira, server for BI Platform to SAP Lumira desktop, perform the following steps:

Procedure

1. Navigate to the SAP BI Platform location in the left pane.2. Log on to SAP Lumira, server for BI Platform from SAP Lumira desktop.3. Enter your credentials.



4. Choose Connect.

Once the connection has been established, a list of folders appears. You can view the required document by choosing the relevant folder.

NoteSaving a Lumira document in this mode saves the document in the BI repository, not on the Lumira desktop.

3.4 Viewing and Editing Documents in SAP Lumira, server for BI Platform

Context

You can view and edit SAP Lumira documents that have been exported from the SAP Lumira desktop to SAP Lumira, server for BI Platform. You can view or edit documents depending on the rights assigned to you.

If you have edit rights, and there are no stories available, you are directed to the Visualize room to create a new story using related templates. You can perform the following actions in the SAP Lumira document with edit rights:

● View a document.● Make modifications in the document.● Add visualizations and story boards in the document.● Save your modifications by choosing Save or Save as.● Refresh a document.

For more information on user rights, see http://help.sap.com Navigate to SAP Lumira, server for BI Platform Administrator Guide User Management Setting User Rights .

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Choose the document that you want to view or edit.4. If you want to view the document, right click on the document and choose View or simply double click on

the document.

When you open a document, by default you can view the first story in the Lumira story viewer.5. If you want to view other stories, select the required story from the Story Name drop-down list in the left

pane.


http://help.sap.com

NoteIf you have view rights, and no stories are available, Lumira story viewer displays the following message: No stories available.

3.4.1 Viewing a Document Containing Esri Maps

To view the Lumira documents containing Esri maps, you need to have an ESRI ArcGIS account. In SAP Lumira Desktop, you can connect to Esri ArcGIS server directly or using On Premise server connection to connect to the locally deployed Esri ArcGIS server.

3.4.1.1 Viewing a document with Esri maps while connecting to Esri ArcGIS server

In SAP Lumira, server for BI Platform, you can view and edit a document created in SAP Lumira Desktop using Esri maps with the ArcGIS Esri server connections.

Prerequisites

● You have a valid ArcGIS account.● You have made sure that the proxy setting for the browser allows you to access the following URL before

opening a document containing Esri maps:○ https://www.arcgis.com/sharing○ http://js.arcgis.com/3.8/○ http://ajax.googleapis.com/ajax/libs○ http://services.arcgisonline.com/ArcGIS/rest/services○ http://static.arcgis.com/attribution/○ http://server.arcgisonline.com/ArcGIS/rest/services

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Choose the document that you want to view or edit.4. Right-click on the document and choose View.5. Choose Geo Maps.



http://help.sap.com/disclaimer?site=https://www.arcgis.com/sharing

http://help.sap.com/disclaimer?site=http://js.arcgis.com/3.8/

http://help.sap.com/disclaimer?site=http://ajax.googleapis.com/ajax/libs

http://help.sap.com/disclaimer?site=http://services.arcgisonline.com/ArcGIS/rest/services

http://help.sap.com/disclaimer?site=http://static.arcgis.com/attribution/

http://help.sap.com/disclaimer?site=http://server.arcgisonline.com/ArcGIS/rest/services

6. Choose Esri Custom Service.7. Choose Esri ArcGIS Online.8. Enter the User Name and Password for your Esri ArcGIS server account.9. Choose Apply.

The Import Esri Custom Service dialog appears.10. Select the required feature service you have in your Esri ArcGIS account and choose Next.11. Enter the following credentials in the Import Esri Custom Service dialog:

1. The data set type in the Select data set field.2. The start value in the Start field.3. The end value in the End field.

12. Choose Confirm.

3.4.1.2 Viewing a document with Esri maps while connecting to Esri ArcGIS On Premise Server

In SAP Lumira, server for BI Platform, you can view and edit a document created in SAP Lumira desktop using Esri maps with the ArcGIS Esri On Premise server connections.

Prerequisites

● You have a valid On Premise Esri ArcGIS account.● You have a valid Portal URL● You have made sure that the proxy setting for the browser allows you to access the following URL before

opening a document containing Esri maps:○ https://www.arcgis.com/sharing○ http://js.arcgis.com/3.8/○ http://ajax.googleapis.com/ajax/libs○ http://services.arcgisonline.com/ArcGIS/rest/services○ http://static.arcgis.com/attribution/○ http://server.arcgisonline.com/ArcGIS/rest/services

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Choose the document you want to view or edit.4. Right-click on the document and choose View.


http://help.sap.com/disclaimer?site=https://www.arcgis.com/sharing

http://help.sap.com/disclaimer?site=http://js.arcgis.com/3.8/

http://help.sap.com/disclaimer?site=http://ajax.googleapis.com/ajax/libs

http://help.sap.com/disclaimer?site=http://services.arcgisonline.com/ArcGIS/rest/services

http://help.sap.com/disclaimer?site=http://static.arcgis.com/attribution/

http://help.sap.com/disclaimer?site=http://server.arcgisonline.com/ArcGIS/rest/services

5. Choose Geo Maps.6. Choose Esri Custom Service.7. Choose Esri On Premise.8. Enter the User Name and Password of your Esri ArcGIS server account.9. Enter the Portal URL of your Esri ArcGIS server account.10. Choose Apply.

The Import Esri Custom Service dialog appears.11. Select the required feature service you have in your Esri ArcGIS account and choose Next.

NoteThe feature services that are supported in Esri server connections are also supported in Esri On Premise server connections.

12. Enter the following credentials in Import Esri Custom Service dialog:1. The data set type in Select data set field.2. The start value in Start field.3. The end value in End field.

13. Choose Confirm.

3.5 Viewing SAP HANA Online Documents

Prerequisites

You have refresh rights.

Context

SAP Lumira, server for BI Platform supports viewing of documents based on SAP HANA online data sources. Depending on the rights provided, you can perform the following operations on Lumira documents based on SAP HANA online data sources:

● Edit● Save/Save As● Schedule● Export to PDF

The values that you provide while creating Lumira document are used to view the data. You are therefore not prompted to enter the variable/input parameter values.



NoteWhen you open the Lumira documents based on SAP HANA online data sources, you can see the latest data. The Refresh icon is therefore disabled.

Procedure

1. In BI Launch pad, right-click and open an SAP HANA Online document.2. If you have not logged on to the SAP HANA system, and there is no SAML SSO, you are propmted to enter

the following:a. Enter your usernameb. Enter your password

Note

If you have already logged on to the SAP HANA system by navigating to CMC ApplicationsHana Authentication , you can use Security Assertion Markup Language (SAML) SSO to the SAP HANA system. In case of SAML SSO, you have to log on to SAP BusinessObjects BI Platform using any of the authentication types. The SAP BusinessObjects BI Platform then generates an SAML assertion ticket for you and SSO to the SAP HANA database.

3.6 Refreshing Documents

You can refresh a document to see the latest information in it. You can refresh documents only if the BI platform administrator has assigned refresh rights to you.

Viewing and editing of Lumira documents based on following offline data sources are supported in SAP Lumira, server for BI Platform:

● SAP BW● Query with SQL● SAP HANA (offline)

3.6.1 Refreshing Documents Based on Enhanced FHSQL

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.


3. Open the required document and choose Refresh.

If the driver is not installed, you obtain the following error message: Drivers for the data source are not configured. Configure to refresh data. You need to contact your system administrator to install the drivers and to proceed with the refresh process.

4. Enter your user name and password.5. Choose OK.

You can now view the refreshed data.

NoteFree hand SQL supports the following data sources:○ sqlsrv/sqlsrv2008/sqlsrv2012○ Oracle 11,12○ Generic JDBC○ Teradata 14.1,15○ MySQL 5.x

3.6.2 Refreshing Documents Based on XLS/CSV/TXT Data Sources

Prerequisites

You have placed the Lumira desktop's .xls/.csv/.txt file in the shared location and used UNC path while creating a connection to source file

.

NoteUsers refreshing a document based on xls/.csv/.txt data sources should have access to the shared location.

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Open the document that you want to refresh.4. Choose Refresh.

You can now view the refreshed document.



NoteSAP Lumira, server for BI Platform does not support refresh of XLS/CSV/TXT with mapped drivers.

3.6.3 Refreshing a Document Based on SAP Business Warehouse Data Source

SAP Lumira, server for teams supports refreshing of documents based on SAP Business warehouse.

Context

You can create Lumira documents based on a direct connection to Local BW System, or log onto the SAP BusinessObjects BI Platform to access the managed OLAP connections to BW. For more information see, Downloading a BW dataset, in SAP Lumira, desktop edition User Guide available at https://help.sap.com/

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Open the document that you want to refresh4. Choose Refresh.

If you have not configured STS, you are prompted to enter your SAP BW credentials. After entering the credentials, the Variable dialog appears. This displays the list of prompts or variables that you have entered during acquisition of data.

NoteThe behavior of managed connection in SAP Lumira, server for BI Platform depends on authentication mode. The SAP BW refresh supports the authentication mode set in managed OLAP connections.

5. Select the required prompts or variables.6. Choose Ok.

NoteWhen you open an offline document, you don’t need to provide any credentials. However, if you refresh an offline document, then you need enter the credentials to refresh the document.

NoteWhen you refresh the Lumira document in SAP Lumira, server for BI Platform, you obtain the following error message: Result set too large (XXXXXX cells). Data retrieval restricted by configuration


https://help.sap.com/

(Maximum=XXXXXX cells). This is because the cell limit is restored to the initial size that is set for the BW dataset in SAP Lumira, server for BI Platform. To retain the cell limit that you have initially modified in the SAPLumira.ini file in SAP Lumira Desktop, perform the following in Central Management Console (CMC):1. Choose Servers.2. Choose LumiraServer Services.3. Choose the server.4. Choose Properties.5. In the Command Line Parameters, enter the following code snippet:

-DBICS_DA_RESULT_SET_LIMIT_DEF=500000 -DBICS_DA_RESULT_SET_LIMIT_MAX=1000000 The cell limit can be set to either the same size or higher to the size that is configured in the SAP Lumira.ini file in SAP Lumira Desktop based on your requirements.For example, if you have set the cell limit to Maximum value of 10,00,000 in the SAP Lumira Desktop, then you have to include the same cell limit size in the SAP Lumira, server for BI PlatformAlso note that for acquiring the data from BW dataset, the cell limit value you set in the Command Line parameters is applicable to both the SAP Lumira, server for BI Platform and SAP Lumira, server for Teams products.

6. Choose Save and Close.7. Restart the SAP Lumira, server for BI Platform.

3.6.4 Refreshing Documents Based on a Universe Data Source

Lumira server for BI Platform 1.28 supports refreshing of document based on UNX.

Prerequisites

Ensure that you have met the following prerequisites

● You have published the Universe on the same CMS as SAP Lumira, server for BI Platform.

Note● Universe is supported in the Universe Query panel only.

For more information, see Acquiring data from universes in SAP Lumira User Guide available at https://help.sap.com/.

● Refreshing a document for Universe connection can be done with the legacy Universe and Universe with Query Panel.




Procedure

1. Log on to BI Launch pad/CMC.2. Browse to the folder where document is saved.3. Open the document that you want to refresh.4. Choose Refresh.

Variable dialog appears. If you have entered variables or prompts during the acquisition of data, then system displays the prompts or variables.

5. Select the required variables or prompts.6. Choose OK.


3.6.5 Refreshing Documents Based on SAP HANA

3.6.5.1 Modifying Variables and Input Parameters for Lumira documents based on SAP HANA Offline

Context

SAP Lumira, server for BI Platform supports refreshing of Lumira documents based on SAP HANA Offline. Refreshing of a Lumira document based on SAP HANA fetches the latest data from SAP HANA database.

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Open the Lumira document based on SAP HANA offline that you want to refresh.4. If you have already configured single sign on via SAML for the SAP HANA system, then SAP Lumira, server

for BI platform logs you into SAP HANA and displays the Variable dialog.5. If you have not configured SAML SSO to SAP HANA system, then you need to provide the following

credentials in Connect to SAP HANA dialog:a. Serverb. Instance/Portc. Userd. Password

6. Choose Connect.


Variable dialog appears. The dialog box displays the list of variables and input parameters prefilled with values saved in Lumira document. You need to answer prompts by specifying the mandatory variables and input parameters. You can specify values by typing them, selecting them from the list of values, or searching the list for the values that you are interested in. The Lumira document then displays the specified variables and input parameters.

7. 8. Choose OK.

You can now view the data for specified variables and input parameters.

NoteWhen you open an offline document, you don’t need to provide any credentials. However, if you refresh an offline document, then you need enter the credentials to refresh the document.

3.6.5.2 Modifying Variables and Input Parameters for Lumira documents based on SAP HANA Online

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Open the Lumira document based on SAP HANA online that you want to refresh.4. If you have already configured single sign on via SAML for the SAP HANA system, then SAP Lumira, server

for BI platform logs you into SAP HANA and displays the Variable dialog.5. If you have not configured SAML SSO to SAP HANA system, then you need to provide the following

credentials in Connect to SAP HANA dialog:a. Serverb. Instance/Portc. Userd. Password

6. Choose Connect.

Variable dialog appears. The dialog box displays the list of variables and input parameters prefilled with values saved in Lumira document. You need to answer prompts by specifying the mandatory variables and input parameters. You can specify values by typing them, selecting them from the list of values, or searching the list for the values that you are interested in. The Lumira document then displays the specified variables and input parameters.

7. 8. Choose OK.8. While viewing Lumira document based on SAP HANA online, if you want to change variables and input

parameters, then choose in the story viewer page.



9. Select the required variables and input parameters.10. Choose OK.

You can now view the data for specified variables and input parameters.

3.6.5.3 Refreshing a Lumira document based on SAP BusinessObjects BI Platform

SAP Lumira, server for BI Platform supports refreshing of documents based on SAP HANA.

Context

You can create Lumira documents based on local SAP HANA system, or log on to the SAP BusinessObjects BI Platform to access the managed OLAP connections to HANA. For more information, see Connecting to HANA in SAP Lumira, desktop edition User Guide at https://help.sap.com/

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Open the document that you want to refresh4. Choose Refresh.

NoteThe behavior of managed connection in SAP Lumira, server for BI Platform depends on the authentication mode. The SAP HANA refresh function supports the authentication mode set in managed OLAP connections.

5. Select the required prompts or variables.6. Choose Ok.




3.7 Saving Documents

You can only use the Save document function if you have edit rights for a document. The most recently saved version of the document is kept as the latest copy. If several members open and modify the same document, the version of the document saved by the last member is saved as the latest copy.

Procedure

1. Log on to BI Launch pad/CMC.2. Browse to the folder where the document is saved.3. Choose the document that you want to view.4. Right-click on the document and choose View.

The document opens.5. Choose the edit icon to edit the document.6. Save the document.

NoteIf you want to choose Save As the document, perform the following steps:1. Enter a name for the document2. Add a description (optional).3. Navigate to BOE directory and choose Save As to save the document to a selected directory.

Note○ You cannot save SAP Lumira documents to the root directory.○ The SAP Lumira document saved to SAP Lumira, server for BI platform from the desktop is

a Lumira (.lums) document.

After you have chosen Save/Save As the document, the document is available in the list of documents. Users with view and edit rights can access these documents.

Note. You can find the sample documents at the following location:1. Log on to Central Management Console (CMC)/BI Launchpad.2. Go to Folders area of CMC.3. Navigate to Lumira Samples.

Save is disabled and Save As is enabled for sample documents.



3.8 Scheduling Documents

Scheduling is a process which allows you to run an object automatically at specified times. When you schedule an object, you choose a recurrence pattern and specify additional parameters to define exactly when and how often the object has to run.

Prerequisites

Ensure that you have met the following prerequisites:

● You have schedule rights for the SAP Lumira document.● You have exported the documents based on Universe Query Panel data source from Lumira desktop to

SAP BI Platform.

Context

SAP Lumira, server for BI Platform supports scheduling of Lumira documents that are based on following data sources:

● .unx on Query Panel Extension (QPE)● SAP Business Warehouse● Excel, CSV and text

When scheduling Lumira documents based on Excel, CSV and text data sources, you should place the.xls/.csv/.txt file at a shared location and use UNC path while creating conection to source file.

Note● Scheduling a document for prompts in Universe is not supported in the SAP Lumira, server for BI

platform.

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Right-click on the document and choose Schedule.

○ If you want to view the latest instance of the object, navigate to the document history and view the latest instance.

○ If you want to view the last saved document, right-click on the document and choose View.4. Choose the most suitable Recurrence pattern.

You can select Daily or Weekly for example.


5. Select a Destination.6. Select a Scheduling Server Group7. Choose Schedule.

The system creates a scheduled instance and runs it according to the schedule information you specified. You can view the scheduled instance on the history page for SAP Lumira documents.

8. You can check the status of the document by choosing the status link for the document.

○ The default destination for the document is Default Enterprise Location. Adaptive Job Server retrieves the processed document from the Output FRS and delivers it to the specified destination.

○ The scheduling service locates a processing server based on the maximum connections value configured on each processing server.

NoteAfter you schedule the Universe based document, and check for the schedule instance, you can see that the chart in infographic is not updated in the schedule instance.

The following are the two ways to obtain the updated data in infographics:○ You need to manually refresh the data.○ You need to select the Refresh on Open option in the SAP Lumira Desktop before publishing the

document to SAP Lumira, server for teams.

3.9 Exporting a Story to Portable Document Format (PDF)

Converting stories to PDF helps you to send files to consultants, business partners, and clients. PDF files are used by companies to make sure that no changes are made to the original document.

Prerequisites

Make sure that you have met the following prerequisites:

● You have been granted the Export as File right.

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Open the document that you want to export.4. Right-click on the document and choose View.

The Lumira document opens in the Lumira story viewer.



5. Choose .6. In the Export as File dialog, perform the following:

a. Select Format as PDF.

PDF is the default formatb. In the Pages option, you can select one of the following:

○ All: Exports all the pages in the document.○ Range: Enter the range of pages that you want to export. The range entered should be in the

following format: <Start Page> - <End Page>.c. In the Dataset Filters option, select one of the following:

○ Do not display○ Display in appendix

7. Chose Export.

3.10 Purging Lumira documents while saving it to SAP Lumira, server for BI Platform

Purging Lumira documents while saving them allows you to save documents without any sensitive data in they contain. Purging is useful if Lumira documents connect to data sources that have row-level security. Purging data while saving is supported only for the following data sources:

● Universes

NoteOnly UNX is supported

● SAP BW Offline● SAP HANA Offline

Note● If you have purged a document while saving it, the system automatically refreshes it when it is opened

in Lumira server for BI Platform..● Lumira documents that connect to SAP HANA in online mode do not contain any data while saving.

They therefore do not require purging.

If you have purged a Lumira document while saving in Lumira desktop for example, the system automatically refreshes when you open the document in SAP Lumira,server for BI Platform. Once the refresh has been performed, the system loads the data into the Lumira document. .

Advantage

Prevent sharing of confidential or restricted data with unauthorized users. As a report designer for example, the data that you need in Lumira document is test data which makes no sense to business users. You would therefore like to save the document without data to SAP Lumira,server for BI Platform as a template. Business


users can then open the Lumira document and choose Save As in order to save the document with the data they require.

3.10.1 Purging and Saving Lumira documents

Prerequisites

You have required rights to save a document.

Procedure

1. Log on to BI Launch pad.2. Browse to the folder where the document is saved.3. Right click on the document and choose View.

The document opens. If this document is already purged while saving in Lumira desktop, the system automatically refreshes it. Once refreshed, the system loads the data into the Lumira document, and you can perform one of the following activities:

4. Choose the Save without Data option to purge all the data sets from the document.5. Choose the Save As option and perform the following:

a. Enter a name for the documentb. Add a description (optional).c. Choose the Save without Data option to purge all the data sets from the document.

NoteSave Without Dataoption is displayed for data sources in Lumira document that contain row-level security.

d. Navigate to BOE directory and choose Save As to save the document to a selected directory.

3.10.2 Scheduling Purged Lumira Documents

You can schedule the purged Lumira documents like other Lumira documents. However, you cannot purge an instance of a document. Therefore, instances can never be refreshed while opening a document.

You can view the scheduled instance on the History page for SAP Lumira documents.

NoteSave without Data and Save is disabled for an instance. However, if you want to Save As an instance of a document, then you need to perform the following:



1. Choose Save As.2. Choose Save without Data option.

For more information on scheduling a document, see Scheduling Documents [page 21].

3.11 Configuring OpenDocument Functionality

With OpenDocument functionality, you can generate direct links for opening Lumira documents and specific content within them. After creating a hyperlink with open document functionality, you can share it with other users. Users who access these hyperlinks can open the documents and content within them if they have the relevant authorizations.

Advantages

● Provide end users with hyperlinks to a document via e-mail or by other means.● Embed hyperlinks from one document to another.

3.11.1 Parameters used for creating an OpenDocument URL

Basic URL syntax

The basic syntax for an OpenDocument URL is as follows:

Sample Code

http://<servername>:<port>/BOE/OpenDocument/opendoc/openDocument.jsp ?<parameter1>&<parameter2>&... &<parameterN>

Serialized sessions

Table 1:

Syntax Description Value

serSes Specifies a valid serialized Enterprise session.

A serialized string representing the current Enterprise session.

serSes contains a serialized session of the current user session. This can be entered into an OpenDocument URL to allow users to access files without being prompted for credentials. Creating a serialized sessions does not use up an additional license. Serialized sessions expire if the original user's session times out or logs off.


For more information on SDK related to serSes, see Viewing Documents using OpenDocument Guide available at SAP Help Portal.

Logon tokens

Table 2:


token Specifies a valid logon token for the current Enterprise session

The logon token for the current Enterprise session.

Log on tokens are used in OpenDocument by inserting the token parameter into the OpenDocument URL. Logon tokens allow you to access files in the SAP Lumira, server for BI Platform without being prompted for credentials.

For more information on SDK related to token, see Viewing Documents using OpenDocument Guide available at SAP Help Portal.

User session

When a document is viewed using an OpenDocument URL, then you are prompted for credentials except in the following cases:

● The OpenDocument URL uses a serSes or a token parameter● The OpenDocument application has an existing user session for that browser session

Document Identifier Parameters

iDocID

Table 3:


iDocID Specifies the unique identifier of the viewable document in SAP Lumira, server for BI Platform.

A numerical identifier associated with the document in SAP Lumira, server for BI Platform.

SDocName



http://help.sap.com/

http://help.sap.com/

Table 4:


sDocName Specifies the name of the viewable document in SAP Lumira, server for BI Platform

The title of the document in SAP Lumira, server for BI Platform.

sStoryName

Table 5:


sStoryName Specifies the story name of the viewable document in SAP Lumira, server for BI platform

The story name of the document in SAP Lumira, server for BI Platfrom.

Refresh parameter

Table 6:


sRefresh Indicates whether a database refresh should be forced when the target document is opened.

● T● F

Page Number

Table 7:


sPageNumber Open the specified page number in the story.

A valid page number. It should work with storyName parameter.

Note● If you have not specified this parameter, by default, you are taken to the default view, which is the first

page of the first story or the story specified in the URL.● If sPageNumber is invalid or does not exist in the story, by default you are taken to the default view.

● When you add both sPageNumber and sPageName in the OpenDocument URL, sPageNumber always takes a higher precedence.


ExampleThis example opens the story “Company Portfolio” and takes you to first page of company portfolio story.

Sample Code

http://<servername>:<port>/BOE/OpenDocument/opendoc/openDocument.jsp ?sIDType=CUID&iDocID=ASkYYVrvEBVEsRWUl_4BwL4&storyName=Company Portfolio

Page Name

Table 8:


sPageName Open the specified page name in the story.

A valid page name. It is case sensitive. It should work with storyName parameter.

Note● If you have not specified this parameter, by default, you are taken to the default view, which is usually

the first page of the first story in the document or the story specified in the URL.● If sPageName does not exist in the story, by default you are taken to the original view.● If more than a page have the same name, the smaller page number takes a higher precedence.● When you add sPageNumber and sPageName in the OpenDocument URL, sPageNumber always takes

a higher precedence.

ExampleThis example opens the story “Profit and Loss Report” and takes you to “Q3 Summary” page.

Sample Code

http://<servername>:<port>/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ASkYYVrvEBVEsRWUl_4BwL4&storyName=Profit and Loss Report&sPageNumber=3&sPageName=Q3 Summary



Input Identifier Parameters

lsI[NAME] – index

The lsI parameter specifies the use of an index or key value.

Table 9:

Syntax Description Values

lsI[NAME] Specifies index or key value. This parameter must be associated with one of the parameters lsS[NAME] - single prompt, lsM[NAME] - multiple value variables , or lsR[NAME] - range prompts.

Value can be simple [S], multiple [M] or a range [R] according prompt type [prompt name]=[caption]

lsM[NAME] - multiple value variables

The lsM parameter allows the use of multiple values in a hierarchy node.

Table 10:


lsM[NAME] Specifies multiple values for a prompt. [NAME] is the text of the prompt.

no_value (only for optional parameters)

NoteYou can remove an optional parameter from the prompt by setting it to no_value in the OpenDocument URL. If you leave an optional parameter out of the OpenDocument URL, a default parameter value is applied.

lsR[NAME] - range prompts

The lsR parameter allows a range to be specified.


Table 11:


lsR[NAME] Specifies a range of values for a prompt. [NAME] is the text of the prompt

A range of values for the prompt, separated by a double period (..). no_value (only for optional parameters).


lsS[NAME] - single prompt

Table 12:


lsS[NAME] Specifies a value for a single prompt. [NAME] is the text of the prompt.

A single prompt value. no_value (only for optional parameters)


sReportMode

Table 13:


sReportMode Indicates whether the link should open the full target Lumira document or just the document part (story or page or bookmark) specified.

● Full● Part

Full Mode: By Default you are taken to Full mode if no parameter is specified in OpenDocument URL. In Full mode:

● You can perform different actions on the document depending on the rights assigned to you.● You are taken story/page/bookmark when you open a document. However, you can navigate to any page

that you want.



Part Mode: In part mode, you are taken to that one story or page or bookmark defined in the OpenDocuemnt URL. Also, you have only view rights when you open a document in part mode.

ExampleIf you have specified a particular Bookmark in the Opendocument URL, then you are taken to that particular Bookmark and you see the Bookmark dropdown list disabled for you. Similarly, if you have defined a story in the OpenDocument URL, then you are taken to that particular story and you see the following options disabled: Edit, Save, Save As, and the Story dropdown list.

sWindow

Table 14:

Syntax Description

sWindow Indicates whether the target document opens in the current browser window or whether a new window is launched.

sInstance

Table 15:


sInstance Specifies the scheduled instance (created during scheduling) of the target document to open. Use in conjunction with sDocName or iDocID.

● User (Latest instance owned by current user)

● Last (Latest instance of the document)

sBookmark

Table 16:

Syntax Description

sBookmark Specifies the Bookmark name.


sBookmarkType

Table 17:

Syntax Description

sBookmarkType You can specify the Bookmark Type, i.e. Personal or Global. However, if you don’t specify the Bookmark Type parameter in OpenDoc URL and you have multiple bookmarks with the same name, then Personal Bookmark will be opened.

3.11.2 Sharing an OpenDocument URL

Procedure

1. Log on to BI launch pad.2. Browse to the folder where the document is saved.3. Right-click on the document and choose Document Link.

4. Choose .5. Copy the OpenDocument URL that you want to share.6. Choose Done.

Once you have copied the OpenDocument URL, it is saved in the clipboard. You can copy the URL from the clipboard and share it with other users, or use it to view documents and content within them.

NoteIn the OpenDocument URL, if you enter the date in regular format (Aug 6), which is different when compared to the date format in the database, then that format is not recognized by the database and refresh fails

3.11.3 Viewing OpenDocument URL

When you click the OpenDocument URL, it takes you to Lumira story viewer page by default. If you have defined any other parameters in the URL however, clicking the link will take you to the defined destination. Depending on the parameters that you have defined in the OpenDocument URL, you can:

● View a document● View a specific story in a document



● View a specific page of a story in a document

If you have specified a particular story in the URL for example, clicking the URL should open this story in the document.

NoteYou can perform different actions on OpenDocument URL based on the rights assigned to you.

3.12 Configuring Bookmark

SAP Lumira, server for BI Platform provides you with an option to make changes to the stories in a Lumira document in the story viewer and to store them as Bookmark. This Bookmark is available in the document once created. When you open a document in Lumira story viewer, you can filter data based on your requirement by applying filters. You can then save this state of the document as a Bookmark.

NoteBookmark consists of all the stories in the document and filters applied to the story by the users.

For example, you have a document which provides information on the populations of various cities around the world. You want to share this information with your colleagues located in various cities. They are only interested in viewing information related to their city particular city however. You can share this document with your colleagues, and they can filter the cities that interest them and save them as Bookmark. This helps your colleague to avoid creating multiple copies of the document or stories. It also allows them to switch between different Bookmark and to explore the data that is of interest to them.

You can create two kinds of Bookmarks:

● Personal Bookmark: This Bookmark is only visible to the user who created it.● Global Bookmark: This Bookmark is visible to all users who can access the document.

3.12.1 Creating a Bookmark

Context

Saving a Bookmark allows you to save any filter that you have applied to the story, without creating a copy of a document.

NoteYou can create and work on a Bookmark only in story viewer.


Procedure

1. Log on to BI launch pad.2. Browse to the folder where the document is saved.3. Right-click on the document and choose View.

The document opens in Lumira story viewer.4. Add input controls available on the story.

Or

Choose .5. Choose the required filter.

The Filter dialog appears. The dialog box displays the list of filters you entered during acquisition of data. You can filter the document by specifying the values that you want to view. You can specify values by typing them, selecting them from the list of values, or searching the list for the values that you are interested in

6. If you want to save a Bookmark, choose Bookmark.7. If you want to save a copy of a View, chooseBookmark As.

a. Enter a name for a Bookmark.b. If you want to create Personal Bookmark, select the Personal Bookmark button.c. If you want to create a Global Bookmark, select the Global Bookmark button.d. Choose Done.

The Save and Save As options are disabled for Bookmark. You therefore see this disabled when you try to save a Bookmark in Lumira story viewer. You can save changes that you make to the document

(both in Edit mode and Story Viewer mode) using .

3.12.2 Setting a Bookmark as Default

Procedure


The document opens in Lumira story viewer.4. To set a Bookmark as default, select the required Bookmark from the Bookmark dropdown list.5. Choose the Default Bookmark option to see that Bookmark every time you open a document.



3.12.3 Switching from View mode to Edit mode

Context

The only modifications that you can perform on a Bookmark are applying input controls and adding filters to it. If you want to make any modifications to a document however, you need to switch from View mode to Edit mode.

To switch from View mode to Edit mode, proceed as follows:

Procedure


The document opens in Lumira story viewer.

4. Choose .5. If you want to save a document ,choose Save.6. If you want to create a copy of a document, Choose Save As.

3.12.4 Changing Filters for Bookmark

Procedure

1. Log on to BI launch pad.2. Browse to the folder where the document is saved.3. Right-click on the document and choose View.4. If you want to make changes to a Bookmark, select it from the Bookmark dropdown list.

5. Choose , add the required filters.

or

Add input controls available in the story.


6. If you want to save a Bookmark, then choose Bookmark.7. If you want to create a copy of a Bookmark, then choose Bookmark As.

3.12.5 Deleting a Bookmark

Procedure


The document opens in Lumira story viewer.4. To delete a Bookmark, select it from the Bookmark dropdown list.5. Hover on the Bookmark that you want to delete and choose the cross mark.

The Delete View dialog appears.6. Choose Delete.

3.12.6 Changing a Bookmark type

Procedure

1. Log on to BI launch pad.2. Browse to the folder where the document is saved.3. Right click on the document and choose View.4. If you want change a Bookmark type, then, select it from the Bookmark dropdown list.5. Select Bookmark As.

a. Enter a name for a Bookmark.b. If you want to change the Bookmark type from Global to Personal, select the Personal button.c. If you want to change the Bookmark type from Personal to Global, select the Global buttond. Choose Done.

If you enter an existing name for the new Bookmark, the system informs you that the Bookmark already exists and asks you whether you want to overwrite it. You can choose Yes or No. Depending on your input, the system performs the required action.



3.12.7 Sharing a Bookmark through OpenDocument URL

You can share a Bookmark through Opendocument URL. To share OpenDocument URL, you need include the following parameters:

● Bookmark Name● (Optional) Bookmark Type: You need to include Bookmark Type only if there are multiple Bookmarks with

same name.

For more information, see Parameters used for creating OpenDocument URL [page 25]

3.13 Behavior of Sample Documents

Providing sample documents is an indirect method of proving a better explanation of the concept. You can perform the following actions on sample documents in SAP Lumira, server for BI Platform:

● Edit and Save As the document

NoteSave is disabled for sample documents.

● Export a story to PDF for sharing● Delete a document based on the required rights● Promotion of sample documents


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