4. portal integration

Integration Option for Microsoft SharePoint

Slide 1

Integration Option for Microsoft SharePointSAP Crystal Server 2011

SAP BusinessObjects Edge Business Intelligence (BI)

SAP BusinessObjects Business Intelligence (BI) Solutions

Welcome to this introduction to the Integration Option for Microsoft SharePoint.

© 2011 SAP AG. All rights reserved. 2

At the end of this course, you will be able to:

Describe the Integration Option for Microsoft SharePoint (IOMS)

Demonstrate common BI platform tasks using IOMS

Integration Option for Microsoft SharePoint : Objectives

At the end of this course, you will be able to: Describe the Integration Option for Microsoft SharePoint (or IOMS) And demonstrate common BI platform tasks using IOMS


Agenda

Introduction to the Integration Option for Microsoft SharePoint

Product Tutorials

This course includes an introduction the Integration Option for Microsoft SharePoint and includes product tutorials for Presales and Solution Consultants.


IOMS Interface

The Integration Option for Microsoft SharePoint (or IOMS) provides a Microsoft SharePoint interface to the SAP BusinessObjects BI platform repository. IOMS is the successor to the SharePoint integration kit that shipped with previous versions of the BI platform. IOMS can be quickly deployed as a SharePoint site template, providing immediate access to business intelligence content and functionality. In addition, IOMS includes web parts that can be used to extend existing SharePoint sites with business intelligence. Both of these deployment options provide tight integration into the SharePoint user experience. Both the IOMS template and web parts allow users to search, manage, view, and interact with BI content using the familiar Microsoft SharePoint interface. The IOMS template, shown here, includes a Site Actions menu and 3 tabs in the top left corner. Only the 64 but version of SharePoint is supported


Site Actions

The Site Actions menu allows administrators to perform tasks such as creating and editing SharePoint sites and pages, creating document libraries, assigning site permissions, and modifying site options for all users.


SAP BusinessObjects Ribbon

In the SAP BusinessObjects tab, users will find a ribbon style toolbar that they can use to manage their business intelligence content. In this tab users can create content, upload and organize documents, and share BI content with others.


Browse BI Content

Shortcut menus

Integrated Search

BI Platform permissions

and rights enforced

The Browse tab is the default. It allows users to access their home page, personal BI platform inbox, and interact with content in the report repository. Users can manage BI content via SharePoint as they would using similar functionality via the BI Launch pad. Users with the required permissions can perform tasks such as scheduling reports, managing report history, or viewing and sharing documents. Users can also upload content via SharePoint. They can open, view, and interact with content via SharePoint. Depending on the type of content, it may be displayed inside the web browser, or in an application such as Microsoft Excel. Common tasks such as scheduling reports, discussing content, or viewing documents can be performed by right clicking objects. In addition, a lot of work has been done to improve the search capabilities in IOMS, by leveraging the new search engine built into the 4.0 BI platform. Permissions and rights are enforced by IOMS, the same way they are enforced on the BI platform. Users can only access content they are authorized to access. Administration for tasks such as search and content management is done via the Central Management Console. This allows the IOMS to leverage new auditing and monitoring functionality for BI administration.


Page

The Page tab contains another toolbar that allows users with the required permissions to edit the current page.


IOMS Web Parts

Viewers for:

Crystal Reports

Dashboards

Web Intelligence

Analysis Workspaces

Explorer Information Spaces

Microsoft Office documents

PDF documents

Repository Browsing

Searching and displaying BI

Scheduling, history, and report properties

The IOMS includes SharePoint Web parts, which allow customers to extend existing SharePoint sites with BI content such as reports and dashboards. IOMS Web parts can be integrated into SharePoint pages. IOMS Web parts include viewers for: - Crystal reports, Dashboards, Web Intelligence documents, Analysis Workspaces, Explorer Information Spaces, Microsoft Office and PDF documents Web Parts also allow - Browsing the BI platform repository - Searching and displaying BI - Scheduling, history, and report properties Web parts allow users to embed a report or dashboard into a page on a new or existing SharePoint site. The content, such as a dashboard can be refreshed when users visit the page.

Tutorials

This section of the course includes click-through tutorials required for presales consultants. These tutorials show how to install IOMS, navigate the IOMS interface, and perform common BI platform tasks such as uploading, scheduling and sharing documents.


Overview

To use a SharePoint site to access your business intelligence content,

you must first install SAP BusinessObjects integration option for

Microsoft SharePoint software (IOMS).

Note that, prior to installing IOMS, you must install Microsoft Office

SharePoint Server 2007 on a Windows Server 2003 operating system,

or install SharePoint 2010 on a Windows Server 2008 operating system.

In this tutorial, you will install the SAP BusinessObjects integration

option for Microsoft SharePoint software in an environment running

SharePoint 2010.

Tutorial: Install IOMS

To use a SharePoint site to access your business intelligence content, you must first install SAP BusinessObjects integration option for Microsoft SharePoint software (IOMS). Note that, prior to installing IOMS, you must install Microsoft Office SharePoint Server 2007 on a Windows Server 2003 operating system, or install SharePoint 2010 on a Windows Server 2008 operating system. In this tutorial, you will install the SAP BusinessObjects integration option for Microsoft SharePoint software in an environment running SharePoint 2010. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/a072cc1d-a480-2e10-2d90-f4d2afbf5cf7&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/a072cc1d-a480-2e10-2d90-f4d2afbf5cf7


OverviewAfter installing the integration option for Microsoft SharePoint software,

you must create a site within SharePoint based on the site definition

template that is loaded as part of the installation. This new site then acts

as the interface for users to access content stored in the SAP

BusinessObjects Business Intelligence platform repository, replacing the

standard BI launch pad.

In this tutorial, you will create a new SharePoint site based on the SAP

Business Objects template.

Tutorial: Create a Site Based on the

SAP BusinessObjects Site Definition

After installing the integration option for Microsoft SharePoint software, you must create a site within SharePoint based on the site definition template that is loaded as part of the installation. This new site then acts as the interface for users to access content stored in the SAP BusinessObjects Business Intelligence platform repository, replacing the standard BI launch pad. In this tutorial, you will create a new SharePoint site based on the SAP Business Objects template. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/e0fcfa1c-a375-2e10-98a4-86d6b3a4c61e&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/e0fcfa1c-a375-2e10-98a4-86d6b3a4c61e


OverviewCreating a site based on the SAP BusinessObjects site definition

template results in a site that includes a number of pre-defined web

parts. However, if additional features are desired, you can edit the

individual pages on the site to add other web parts and adjust the

settings for those features.

In this tutorial, you will edit the Home page to add the Document Viewer

web part and change the settings so that the web part retains a view of

the last document opened.

.

Tutorial: Edit a Page on an IOMS Site

Creating a site based on the SAP BusinessObjects site definition template results in a site that includes a number of pre-defined web parts. However, if additional features are desired, you can edit the individual pages on the site to add other web parts and adjust the settings for those features. In this tutorial, you will edit the Home page to add the Document Viewer web part and change the settings so that the web part retains a view of the last document opened. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/60dfdf30-a275-2e10-679c-e6f21b3e864f&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/60dfdf30-a275-2e10-679c-e6f21b3e864f


Overview

Integration option for Microsoft SharePoint software, or IOMS, provides

a SharePoint interface to the SAP BusinessObjects Business

Intelligence platform repository that enables you to navigate to, view,

and manage your business intelligence documents.

In this tutorial, you will review the elements that make up the interface

for IOMS.

Concept: Navigate the Interface

Integration option for Microsoft SharePoint software, or IOMS, provides a SharePoint interface to the SAP BusinessObjects Business Intelligence platform repository that enables you to navigate to, view, and manage your business intelligence documents. In this tutorial, you will review the elements that make up the interface for IOMS. View Tutorial http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/f025385d-fd78-2e10-5aaa-adb7e8c793a4&overridelayout=true Feedback: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/f025385d-fd78-2e10-5aaa-adb7e8c793a4


Overview

Once a site has been created using the SAP BusinessObjects site

definition, you can log into the site to access the business intelligence

content.

In this tutorial, you will log on to the BI Suite site as the administrator,

review the Home page, and then log out.

Tutorial: Log on to and Out of an IOMS site

Once a site has been created using the SAP BusinessObjects site definition, you can log into the site to access the business intelligence content. In this tutorial, you will log on to the BI Suite site as the administrator, review the Home page, and then log out. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/10022018-4074-2e10-5482-b5bd6c395a52&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/10022018-4074-2e10-5482-b5bd6c395a52


Overview

You can create additional folders in the existing repository structure to

customize how your SAP BusinessObjects Business Intelligence

documents are stored.

In this tutorial, you will create a new folder in the My Favorites area, and

then change the name of the folder.

Tutorial: Create or Modify a Folder

You can create additional folders in the existing repository structure to customize how your SAP BusinessObjects Business Intelligence documents are stored. In this tutorial, you will create a new folder in the My Favorites area, and then change the name of the folder. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/202640aa-a375-2e10-fe80-e2b850fce7f9&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/202640aa-a375-2e10-fe80-e2b850fce7f9


Overview

You can upload documents from your local drive to the SAP

BusinessObjects Business Intelligence platform repository for your own

use or to share with other users.

In this tutorial, you will upload the Survey spreadsheet to the My

Favorites section.

Tutorial: Upload a Document

You can upload documents from your local drive to the SAP BusinessObjects Business Intelligence platform repository for your own use or to share with other users. In this tutorial, you will upload the Survey spreadsheet to the My Favorites section. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/a0e9f8ed-0678-2e10-4791-f9308956060d&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/a0e9f8ed-0678-2e10-4791-f9308956060d


Overview

You can move or copy existing documents, folders, and shortcuts if you

need to adjust how your business intelligence content is organized.

In this tutorial, you will move the Survey spreadsheet from the My

Favorites section to the Features Samples public folders, and then

create a copy of it to add to the Report Samples folder.

Tutorial: Move or Copy a Document

You can move or copy existing documents, folders, and shortcuts if you need to adjust how your business intelligence content is organized. In this tutorial, you will move the Survey spreadsheet from the My Favorites section to the Features Samples public folders, and then create a copy of it to add to the Report Samples folder. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/d0e38761-0778-2e10-f0b2-f2b65a783cd4&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/d0e38761-0778-2e10-f0b2-f2b65a783cd4


OverviewDocuments can be organized both by folder and by category. You can

create your own personal or corporate categories.

In this tutorial, you will create a corporate category for Customer

Feedback.

Tutorial: Create a Category

Documents can be organized both by folder and by category. You can create your own personal or corporate categories. In this tutorial, you will create a corporate category for Customer Feedback. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/501ee7f1-0778-2e10-0b84-9f96a6faf6c2&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/501ee7f1-0778-2e10-0b84-9f96a6faf6c2


Overview

You can assign documents to one or more categories to help users find

what they are looking for.

In this tutorial, you will assign the Survey spreadsheet to the Customer

Feedback category.

Tutorial: Assign a Document to a Category

You can assign documents to one or more categories to help users find what they are looking for. In this tutorial, you will assign the Survey spreadsheet to the Customer Feedback category. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/40699963-0878-2e10-3d89-d7c46661ae62&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/40699963-0878-2e10-3d89-d7c46661ae62


Overview

If you no longer want to share a document, you can delete it from the

repository.

In this tutorial, you will delete a duplicate version of the Survey

spreadsheet.

Tutorial: Delete a Document, Folder, or Category

If you no longer want to share a document, you can delete it from the repository. In this tutorial, you will delete a duplicate version of the Survey spreadsheet. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/a063c2c5-0978-2e10-4895-e52ea179ab39&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/a063c2c5-0978-2e10-4895-e52ea179ab39


Overview

If you want to make a document available in multiple folders but do not

want to maintain duplicates, you can create a shortcut to the document

in other folders.

In this tutorial, you will create a shortcut to the Survey spreadsheet in the

Report Samples folder.

Tutorial: Create a Shortcut to a Document

Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/904e36cd-0878-2e10-b098-fadfef704f5b&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/904e36cd-0878-2e10-b098-fadfef704f5b


Overview

If you want to make a public document easy to access for your personal

use, you can create a shortcut to the document in the My Favorites

section on your Home page.

In this tutorial, you will create a My Favorites shortcut to the Survey

spreadsheet.

Tutorial: Create a Shortcut to a Document in My Favorites

If you want to make a public document easy to access for your personal use, you can create a shortcut to the document in the My Favorites section on your Home page. In this tutorial, you will create a My Favorites shortcut to the Survey spreadsheet. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/e06fe731-0978-2e10-c785-bf4417a5b84e&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/e06fe731-0978-2e10-c785-bf4417a5b84e&overridelayout=true


OverviewWithin your IOMS site, you can search for documents that contain

specific words in their titles. Once you have executed the search, you

can view, schedule, and perform other tasks for the documents returned

directly from the search results.

In this tutorial, you will search for documents with income in the title, and

then view one of the documents returned by the search.

Tutorial: Search for a Document

Within your IOMS site, you can search for documents that contain specific words in their titles. Once you have executed the search, you can view, schedule, and perform other tasks for the documents returned directly from the search results. In this tutorial, you will search for documents with income in the title, and then view one of the documents returned by the search. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/80ae8c0d-fe78-2e10-c1b0-b2fb042928e0&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/80ae8c0d-fe78-2e10-c1b0-b2fb042928e0


OverviewYou can view multiple types of documents from within an IOMS site,

such as Microsoft Office documents, Adobe PDFs, and the output from

any SAP BusinessObjects products. Each document opens in its native

viewer or application.

In this tutorial, you will view multiple documents.

Tutorial: View a Document

You can view multiple types of documents from within an IOMS site, such as Microsoft Office documents, Adobe PDFs, and the output from any SAP BusinessObjects products. Each document opens in its native viewer or application. In this tutorial, you will view multiple documents. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/408aeb3e-0a78-2e10-28ac-d39c9c4f2901&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/408aeb3e-0a78-2e10-28ac-d39c9c4f2901


Overview

For business intelligence content that is based on data sources that are

regularly updated, you can create a schedule for a document so that an

instance of it is generated on a one-time or recurring basis. You can also

define additional settings such as the output format and destination.

In this tutorial, you will schedule the Income Statement to run every hour,

generated as a PDF.

.

Tutorial: Schedule a Document

For business intelligence content that is based on data sources that are regularly updated, you can create a schedule for a document so that an instance of it is generated on a one-time or recurring basis. You can also define additional settings such as the output format and destination. In this tutorial, you will schedule the Income Statement to run every hour, generated as a PDF. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/d0b2539b-0a78-2e10-30a8-b7a41f7841e3&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/d0b2539b-0a78-2e10-30a8-b7a41f7841e3


Overview

Documents that have been scheduled have multiple instances, one for

each time the document was generated. You can review the history of a

document and open any of the instances to see a snapshot of the data

for that particular time.

In this tutorial, you will view the history for the SalesRevenue Web

Intelligence document.

Tutorial: View the History for a Document

Documents that have been scheduled have multiple instances, one for each time the document was generated. You can review the history of a document and open any of the instances to see a snapshot of the data for that particular time. In this tutorial, you will view the history for the SalesRevenue Web Intelligence document. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/d00088c9-fe78-2e10-ac80-cfcab3700e37&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/d00088c9-fe78-2e10-ac80-cfcab3700e37


Overview

The Discussion feature enables you to collaborate with your colleagues

by adding comments to documents in the report repository.

In this tutorial, you will create a new discussion for the SalesRevenue

Web Intelligence document that requests suggestions from your team on

how to improve the sales figures.

Tutorial: Participate in a Discussion about a Document

The Discussion feature enables you to collaborate with your colleagues by adding comments to documents in the report repository. In this tutorial, you will create a new discussion for the SalesRevenue Web Intelligence document that requests suggestions from your team on how to improve the sales figures. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/806ffdb3-fd78-2e10-249f-c4365e3bf9e6&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/806ffdb3-fd78-2e10-249f-c4365e3bf9e6


Overview

You can share documents with users by sending them to other locations,

such as file or FTP locations, email addresses, or the BI Inbox for the

IOMS site.

In this tutorial, you will send a copy of the SalesRevenue Web

Intelligence document to your own Inbox.

Tutorial: Share a Document

You can share documents with users by sending them to other locations, such as file or FTP locations, email addresses, or the BI Inbox for the IOMS site. In this tutorial, you will send a copy of the SalesRevenue Web Intelligence document to your own Inbox. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/f0b53c7c-fe78-2e10-6f9b-dce690b6f4f1&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/f0b53c7c-fe78-2e10-6f9b-dce690b6f4f1


Overview

You can export or save documents from the repository from within the

document's native viewer or application.

In this tutorial, you will save the SalesRevenue Web Intelligence

document to your local drive as an Excel spreadsheet.

Tutorial: Export and Save a Document

You can export or save documents from the repository from within the document's native viewer or application. In this tutorial, you will save the SalesRevenue Web Intelligence document to your local drive as an Excel spreadsheet. Tutorial: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/c0b334d6-fc78-2e10-6581-fb8e9d343dde&overridelayout=true Feedback http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/c0b334d6-fc78-2e10-6581-fb8e9d343dde


You should now be able to

Describe the Integration Option for Microsoft SharePoint (IOMS)

Demonstrate common BI platform tasks using IOMS

Lesson Summary

You should now be able to Describe the Integration Option for Microsoft SharePoint (IOMS) And demonstrate common BI platform tasks using IOMS

Thank You!


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4. portal integration

Documents

overridelayout true feedback http

defined web parts

customer feedback category

business intelligence content

existing repository structure

party web pages

site actions menu

microsoft sharepoint software