5x mobios user en

SAP BusinessObjects Mobile for iOSDocument Version: 5.x - 2013-07-13

Mobile Application User guide

Table of Contents1 Target Readership. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

2 About the Application and the Supported BI Content Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3 What's New in the 5.x Version?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

4 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184.1 Installing the SAP BusinessObjects Mobile Application For iOS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184.2 Configuring Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

4.2.1 Creating Connections to the Business Intelligence (BI) Platform Servers. . . . . . . . . . . . . . . . .184.2.2 Configuring a BI OnDemand Connection on the Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204.2.3 Creating Connections to the Sybase Unwired Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234.2.4 Importing Connections From the Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254.2.5 Sharing Configured Connections with Other Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

4.3 Working with the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274.4 Interacting with Web Intelligence Reports on iOS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344.5 Interacting with the SAP BusinessObjects Explorer content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

4.5.1 Exploring your data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

2 © 2013 SAP AG or an SAP affiliate company. All rights reserved.Mobile Application User guide

Table of Contents

1 Target ReadershipThis document is intended for consumers of the Mobile for iOS (SAP BI) application who install and use the application features on their iPhone or iPad devices.

From the perspective of end-users, the scope of this document includes:

● "Getting started" information● What's new in the app?

Mobile Application User guideTarget Readership © 2013 SAP AG or an SAP affiliate company. All rights reserved. 3

2 About the Application and the Supported BI Content TypesThe SAP BusinessObjects Mobile application for iOS provides access to multiple SAP BusinessObjects Business Intelligence (BI) content types to users of the iPhone and iPad devices through a single mobile app.

The SAP BusinessObjects Business Intelligence (BI) content supported by the app includes Web Intelligence, Crystal Reports, hyperlinks, Dashboards, Analysis applications, Explorer information spaces/exploration views, and BI HANA based visualizations (based on the Lumira server and Lumira cloud).

Using the SAP BusinessObjects Mobile application for iOS, users can:

1. Create connections to the SAP BusinessObjects BI platform server and access the various BI documents and analytics content available on the server.

2. Search, view and download documents on their iPhone and iPad devices.3. Access notifications, refresh documents, book-mark documents, filter document data, drill on document

data, view document information in sections, and effectively collaborate with other business users for informed decision-making.

SAP BusinessObjects Web Intelligence

Following are some of the key features of SAP BusinessObjects Web Intelligence reports:

1. Web Intelligence reports offer capabilities such as filtering, drilling down, displaying data in charts, and displaying data based on formulas.

2. Data of Web Intelligence reports comes from a variety of data sources including:

Universes (which organize data from relational and OLAP databases into objects)Personal data providers (such as CSV files or Microsoft Excel)Bex queries (based on SAP Info Cubes)Web servicesAdvanced analysis workspacesSAP HANA

SAP Crystal Reports

Following are some of the key features of Crystal Reports:

1. Crystal Reports can be based on virtually any data source.2. Formulas, cross-tabs, subreports, conditional formatting, geographic maps and graphs in Crystal Reports

communicate information visually and effectively.


About the Application and the Supported BI Content Types

SAP BusinessObjects Analysis Applications

Analysis applications are Web applications that allow users to analyze data from SAP NetWeaver Business Warehouse (BW) and SAP HANA. They are created using the SAP BusinessObjects Design Studio.

The design studio uses latest technologies including HTML 5 rendering and the Eclipse plug-in for designers.

SAP BusinessObjects Dashboards

SAP BusinessObjects Dashboards (created with a Dashboard Builder) are corporate dashboards with analytics based on Universe queries . They are rich in look and feel, and provide support for the following features on Mobile:

● Query pane based data connectivity● Hierarchies in tables● Add-on components● Maps, radar, bubble charts, waterfall charts, menus (such as Picture Menu, Accordion menu), list-builder

selectors, and check-box tickers.● The Nova style theme

Hyperlink objects

Hyperlink objects can be created in the BI LaunchPad. A hyperlink object has a name and a URL. On tapping a hyperlink document in the app, it opens a Web view within the application to render the URL contents (the hyperlink does not open the browser on device).

Visualizations (Based on the SAP Lumira Server and SAP Lumira Cloud Application)

The SAP Lumira Cloud application allows users to explore datasets and create visualizations that are stored on the cloud. It also allows you to upload, share, and delete SAP Lumira documents (.svid), SAP Crystal Reports documents, Design Studio files, Microsoft PowerPoint, Microsoft Excel worksheets, and CSV files. It also allows you to share visualizations with other individual users.

NoteFiles can only be shared with individuals using the iPad app, and not teams. For more information on the SAP Lumira server, refer to the SAP Lumira Cloud User guide available at http://help.sap.com/boall_en

Note

Mobile Application User guideAbout the Application and the Supported BI Content Types © 2013 SAP AG or an SAP affiliate company. All rights reserved. 5

http://help.sap.com/boall_en

For more information on the above BI content types, refer to the documentation available on the SAP Help portal-> http://help.sap.com/boall_en


About the Application and the Supported BI Content Types

http://help.sap.com/boall_en

3 What's New in the 5.x Version?Following are the new features and enhancements in the SAP BusinessObjects Mobile application for iOS:

One Application for all BI content types

SAP BusinessObjects Mobile is now integrated with the SAP BusinessObjects Explorer, the SAP Lumira server and Lumira cloud applications. This means that besides Web Intelligence, Crystal Reports, Dashboards and Analysis applications, SAP BusinessObjects Mobile now supports the following additional BI content types:

● Information Spaces and Exploration View-sets (created using the SAP BusinessObjects Explorer )● Visualizations (accessed using the Lumira server connections)

Screen and tool-bar enhancements

The application's tool-bar and Home screen is revamped with some significant UI changes:

● The user license agreement screen that appeared after launching the app on device, is eliminated.● The application tool-bar is simplified to include only the following icons on the top-right of the tool-bar:

(Live search)

(Sort)

(List view)

(Grid View)

Mobile Application User guideWhat's New in the 5.x Version? © 2013 SAP AG or an SAP affiliate company. All rights reserved. 7

● The dedicated Refresh icon is removed from the tool-bar. To refresh the screen, a pull-down on the screen is sufficient.

● On tapping Browse, the application displays a left navigation panel on the screen where you can view the current connection status, and find options to access the BI Inbox, notifications, favorites and the server documents (grouped categorically).


What's New in the 5.x Version?

NoteBeneath the Server header in above snapshot, the categories of Mobile documents are displayed. On tapping a specific category, the server documents belonging to the category appear on the screen. On tapping All, all the mobile enabled server documents appear on the screen.

● The tool-bar of all report viewers is better harmonized to include the same icons across all report types. However, the number of icons that appear on a BI report type is specific to the type of report and may vary in number.

NoteDepending on whether the report has prompts or not, the appropriate Refresh icon appears in the tool-bar.

( Normal Refresh or the Prompt based Refresh).

● For advanced report specific user-actions, you can access the secondary tool-bar that appears on tapping the Settings icon in the tool-bar of the report:


BI Inbox support

● The Mobile ready documents in BI Inbox on the server (BI launchPad) are accessible to users in the application. BI Inbox can be accessed from in the left navigation panel that appears on tapping Browse on Home screen of the application.

NoteBI documents assigned to the "Mobile" category on the server are known as "mobile ready".

● The BI Inbox label in the left navigation panel displays the number of unread BI documents that are available currently. If new BI documents are available in the BI Inbox on the server, and you refresh the Home screen, the number next to the BI Inbox label is updated accordingly.

● The BI Inbox on the device screen and on the server are always synchronized with each other. If you delete a downloaded BI Inbox document, the document is deleted from the BI Inbox on server as well.

● BI Inbox documents from BI LaunchPad may be automatically downloaded to the device based on the settings on the server.

Note● The BI Inbox appears in the application only if the Mobile BI platform server version you are using is 4.0,

Fix Pack 6.1 or BI 4.1.● Each server connection has a unique set of documents in the BI Inbox, so the documents displayed on

device screen will be specific to the server to which the user is connected.



Additional Collaboration Options

● Besides SAP StreamWorks, the application now supports SAP JAM as a collaboration tool for BI platform connections. Following are the features:

○ SAP JAM is the default collaboration tool, although StreamWorks continues to be supported.○ The administrator has the option of defining SAP JAM, SAP Streamworks or 'none' as the collaboration

tool in the client settings on the Mobile server.○ At a time, only one collaboration tool can be enabled in the application; both cannot be used

simultaneously.

● Ability to record voice using (Record) while annotating the report for collaboration. A pop up appears for letting you record your voice:

NoteA report annotated with a voice memo can be shared only using the Email option, and not by using Collaborate option.

Right to Left (RTL) language support

The application supports Arabic language (based on the RTL pattern) in Web Intelligence reports. The layout of report-parts designed with the Arabic language on the BI LaunchPad, is retained as it is when the report is displayed on device.


Enhanced Device support

● Analysis applications were earlier not supported on iPhones, but are now supported on both iPhone and iPad devices.

● Geo-analysis was earlier not supported on iPhones, but is now supported on both iPhone and iPad devices.

Web Intelligence Enhancements

a. Chart enhancements

● Reverse bullet charts and negative bullet charts are now supported.● Custom axes scaling support: If the report designer customizes the X-axis and Y-axis of charts (by specifying

custom Min and Max values for the axes); the customized axes are displayed in the application.● Bar microcharts are supported.

NoteMicrocharts are used in scorecards and until the previous release, the application supported only line and area microcharts.

● Color customization is supported in the following micro-charts:

○ Area micro-chart○ Line micro-chart○ Bar micro-chart○ Bullet micro-chart



b. Table enhancements

● The application now supports font styling (e.g bold, italics) which the report designer applies to the table cells and headers.

● Default Sort and Sort Descending/Sort Ascending are available as separate options in table columns.

c. Support for Web Intelligence as PDFs

● Interactivity:

Only page swipe gestureIt is a continuous document containing all reports, so there is no explicit navigation between reports.

● Document refresh and prompts are supported.● Latest instance is supported.● If the report has sections, the sections are a part of the report itself and there is no section navigation panel.● Email, annotation and collaboration with document snapshot is possible.● The PDF can be accessed offline.● Filtering, drilling and hierarchical actions (expand/collapse nodes) are not supported in the Web Intelligence

PDF.

d. Open Document (OpenDoc) enhancements

● In OpenDoc URLs, the sInstance parameter is used in conjunction with the iDocID, and it specifies the scheduled instance of the target document to open. The application now supports the following values for the sInstance parameter in OpenDoc URLs:

○ 'User'○ 'Param'

Note'Param' is the newly supported value for sInstance in 5.x.

● If you have linked documents using the open document URL, you can now go back to the parent document from the child document by tapping the Back button on the tool bar.

NoteThis works across content types. The source and target documents need not necessarily be Web Intelligence.


e. Enhancements to the Report Element Linking support

Report element linking is supported on the following additional chart types:

● Waterfall chart● Bubble chart● Horizontal bar chart

f. Geo- analysis enhancements

● The sequence of dimensions and measures that appears in geo-analysis on device is the same as their sequence in the Web Intelligence table on BI LaunchPad.Sequence of measures in Web Intelligence:

Sequence of measures in geo-analysis on device:

● Users can select multiple dimension values in geo-analysis on the device. After the user makes value selections, the application displays filtered results for the points of interest (POIs) in the map.



● If geo-analysis does not have multiple dimensions or multiple measures, the respective UI elements displaying drop-down options for them do not appear in the application.

● Users can now define a specific geographic region of interest for viewing geo-analysis on the device. This includes a starting location {latitude, longitude}and an ending location that the designer can define while configuring the Web Intelligence table on the server. Once specified in Web Intelligence, whenever the report loads on device, only the specific map region appears on the screen (and not the entire map) for easier analysis.


For more information, see the Administrator and Report Designer's guide available at http://help.sap.com/bomobileios

Dashboards enhancements

● Charts have been renamed in Mobile Dashboards



http://help.sap.com/bomobileios


Old Name New Name

Combination Chart Column Line Chart

Bubble Chart Bubble Plot

XY Chart Scatter Plot

● Mobile Dashboards support new chart types (Waterfall Chart and Bubble Plot Chart).● Mobile Dashboards support data labels in all charts:● Connectivity enhancements are introduced:

Mobile Dashboards support flash variables in multiple formats.Mobile Dashboards support Web Service Query (Query As a Web Service) in both online and offline modes.

● Couple of Mobile Add-ons are added to the Dashboards SDK.

NoteFor more information on the Dashboards and Dashboard SDK enhancements, see the Administrator and Report Designer's guide available at http://help.sap.com/bomobileios

Design Studio enhancements

● You can view the Design Studio content (Analysis applications) on iPhone devices.● You can lock the device orientation (landscape/portrait) of Analysis applications on device.● You can view analysis applications in the full screen mode of device.● Design Studio now supports the Open Document functionality. The document linked to an Analysis

application report opens in a Mobile BI container.

SDK Enhancements

The SAP BusinessObjects Mobile application SDK has been enhanced to provide consumers the flexibility to customize and extend the application functionality based on their specific requirements. For more information, refer to the Developer's Guide available athttp://help.sap.com/bomobileios

NoteThe new features of the application listed above will be available to you based on the BI platform server version you are using. For more information, see the Administrator and Report Designer's guide available at http://help.sap.com/bomobileios






4 Getting Started

4.1 Installing the SAP BusinessObjects Mobile Application For iOS

You install the SAP BusinessObjects Mobile application on your iOS device by downloading the application directly from the iTunes app store to your device.

NoteIf you delete the existing app version from your device and install the latest version, you need to add new server connections, and all your downloaded documents and password information is lost. However, if you upgrade the application, your data and the server connections remain as they are.

4.2 Configuring Connections

4.2.1 Creating Connections to the Business Intelligence (BI) Platform Servers

Pre-requisites:

1. The required SAP BusinessObjects BI platform servers are installed and configured on your network.2. SAP Mobile server is installed and configured on your network .3. The SAP BusinessObjects Mobile application for iOS is installed on your iPhone or iPad device.

NoteContact your administrator to find how to meet the pre-requisites and obtain server information for creating connections.

You can create connections to the SAP BusinessObjects BI platform servers using one of the following methods :

● Using an SAP BI URL - You can ask your administrator to provide you with an SAP BI URL. This URL contains the input values for all the required parameters that are set by the administrator. When you access the URL (mostly received via an email), the Create new Connection screen appears with the connection details.The values of all parameters are pre-populated and you do not need to specify any variables. You can save this connection by choosing Done.

● Manually - You can create a connection and enter values of the connection parameters based on your specific requirements. Work with your administrator to ensure that your selected paramater values are valid.To create a connection manually, perform the following steps:

1. On the home screen toolbar of the application, tap Browse to open the left hand navigation panel. Select Settings(icon)->Application Settings to open the Settings page of the application.

2. On the Settings page, choose Create new connection.


Getting Started

The Create new Connection screen appears as shown below:

NoteOn the Create new Connection screen, by default the application displays the SAP BusinessObjects BI platform as the Connection Type. Since we are creating a BI platform connection, you don't need to change the connection type.

{The default connection type on an iPhone device is BusinessObjects Enterprise (BOE) instead of "SAP BusinessObjects BI platform".}

3. In the Connection Name field, enter a name for the connection.

NoteYou can use alphanumerics, hyphens ('-'), underscores ('_'), periods ('.'), circular brackets ('(', ')'), and spaces (' '); the maximum number of characters allowed is 20.

4. In the Server URL, enter the details of the mobile server to which you want to connect, in the format <hostname>:<port> or <IP>:<port>.

Mobile Application User guideGetting Started © 2013 SAP AG or an SAP affiliate company. All rights reserved. 19

Note○ You can use alphanumerics, hyphens, underscores, periods, colons, and forward slashes; the

maximum number of characters allowed is 281.○ If you want to connect to the mobile server in HTTPS mode, use HTTPS in the server URL. For

example, https://<hostname>:<port> or https://<IP>:<port>.○ If you want to connect to the mobile server with reverse proxy, add the proxy context path after the

port in the server URL. For example, http://<hostname>:<port>/<context path> or http://<IP>:<port>/<context path>.

5. In the CMS Name field, enter the CMS name and port.

NoteYou can use alphanumerics, hyphens, underscores, dots, and colons; the maximum number of characters allowed is 261.

6. Select the required Authentication.7. If you want the application to automatically use this connection as soon as it is launched, turn on the

Default option.8. Enter authentication details (User name and Password).

NoteThe maximum number of characters allowed for the user name is 100.

9. If you want the application to remember the password, turn on the Save Password option.10. Tap Done.

NoteIf this is the first connection you have created after installing the application on your device, the application forces you to create an application password to ensure security. (However, if the administrator has not enforced this "password policy after login" on the server, you may not get a prompt to create an application password.)

11. The application displays a prompt asking if you want to connect to the newly added server. Choose Yes to connect to the server immediately, else choose No to save the connection and access it from the Settings page at a later point in time.If you connect to the server, the left hand navigation panel (that appears on tapping Browse on Home screen of the application) displays the current connection name with a green status indicator.

4.2.2 Configuring a BI OnDemand Connection on the Device

SAP BusinessObjects Mobile application provides you with the option of connecting to the BI OnDemand server ( https://bi.ondemand.com).

If you do not have access to the required SAP Business Intelligence servers in your premise, you can gain remote access to the SAP BI platform content by connecting to the BI OnDemand server which runs on SAP's cloud technology.


Getting Started

https://bi.ondemand.com

To configure a BI OnDemand connection on your device, perform the following steps:

1. On the home screen toolbar of the application, tap Browse to open the left hand navigation panel.2. Select Settings(icon)-> Application Settings to open the Settings page of the application.3. On the Settings page, choose Create new connection.4. On the Create new connection screen, choose Connection Type.5. On the Connection Type screen, select BI OnDemand from the list of connection types. The Create new

connection screen appears as shown below:

6. Enter your BI OnDemand account credentials in the User Name and Password fields.

Note


If you do not hold a BI OnDemand account, sign up for an account by tapping the URL that appears at the bottom of the BI OnDemand Connection screen. After signing up, you can perform this step.

7. Choose Done.

The BI OnDemand connection is saved and you can access this connection from the Settings screen of the application.

Note● You can also perform the following optional settings before performing the step 3 mentioned above:

If you do not want to be prompted for a password, every time you access your BI OnDemand connection on the Connections page, set the Save Password button state to ON.If you want to make the BI OnDemand connection your default connection, set the Default button state to ON.

● The BI OnDemand credentials that you enter while configuring the connection must be valid. If you specify invalid credentials, you get an error message when you access the BI OnDemand connection.

● You can access only Web Intelligence documents using a BI OnDemand connection. Other document types cannot be accessed using a BI OnDemand connection.

● For viewing the BI documents available in the BI OnDemand connection on your device, you need to make a setting in your account on the BI OnDemand Website. For more information, refer to the next topic in this document.

4.2.2.1 Enabling Mobile Access for the Web Intelligence Documents in Your BI OnDemand Account

SAP BI OnDemand supports the SAP BusinessObjects Mobile for iOS application. If you are a BI OnDemand personal or essential user, you can upload a Web Intelligence (.wid) document, and then view it in SAP Mobile applications. Additionally, if you are a BI OnDemand Advanced user, you are also able to create new Web Intelligence documents.

To enable a Web Intelligence document for mobile access, login to the BIOD Website (https://bi.ondemand.com ) and right-click on the required document in the "Reports" section of your account. Select Enable Mobile Access.

● If you enable mobile access for BI documents in the My Stuff category on the BIOD site, only you can access the documents on your iPad or iPhone device.

● If you enable this option for the BI documents in theShared With Me category on the BIOD site, the documents can be viewed on the iPad or iPhone device by you and the BIOD users who have shared the document with you.

If needed, you can disable mobile access by right-clicking the report and selecting Disable Mobile Access.


Getting Started

https://bi.ondemand.com

For more information on enabling BI documents for mobile access and on how to get started with a free OnDemand account, visit the following page of the BI OnDemand Website: http://www.ondemand.com/mobilebi

4.2.3 Creating Connections to the Sybase Unwired Platform

The application now allows you connect to the SAP Mobile server via the Sybase Unwired platform (SUP). SUP provides the mobile infrastructure with the following benefits:

● It readily connects to heterogeneous mobile devices (iOS, Blackberry, Android, Windows Mobile) and multiple data sources.

● It can support multiple applications and connections.● It integrates with the existing Mobile enterprise security.● It provides advanced security, messaging, workflow and synchronization benefits.

Pre-requisites:

Before creating an SUP connection using the SAP Mobile for iOS app on your device, make sure that your administrator has:

1. Installed and configured the SAP BI platform server.2. Installed and configured the SUP server for use by the SAP Mobile server.3. Installed and configured the SAP Mobile server for connecting to the SUP server.

You can create an SUP connection in one of the following two ways

1. Using the URL provided by the administrator:You can ask your administrator to provide you with a URL for readily adding an SUP connection. This URL contains the input values for all the required parameters that are set by the administrator. When you click the URL, the Connection details screen appears with the default connection details.The values of all parameters are pre-populated and you do not need to specify any variables. You can save this connection by tapping Done.


http://www.ondemand.com/mobilebi

2. Manually:

○ On the home screen toolbar of the application, tap Browse to open the left hand navigation panel.○ Select Settings(icon)-> Application Settings to open the Settings page of the application.○ On the Settings page, choose Create new connection.○ On the Create new connection screen, choose Connection Type.○ On the Connection Type screen, select Sybase Unwired Platform from the list of connection types. The

Create new connection screen appears as shown below:

○ Enter the IP address of the SUP server in the Server field. The port and Farm ID are pre-populated and you do not need to edit any values in these fields.

○ Enter your User Name and Password provided for the CMS by your administrator.○ Choose Done.


Getting Started

The SUP connection is created and you can access it from the Settings page of the app. Once accessed, this connection behaves like any other connection and takes you to the Home screen of the application.

NoteThe address of the SUP server should be provided to you by the administrator who has configured Mobile server for the SUP connection.

4.2.4 Importing Connections From the Server

One of the ways to add connections is to directly import connections from a Configuration server or Sybase Afaria server.

Importing Corporate Connections from a Configuration server

Pre-requisites:

● SAP Business Intelligence (BI) platform server is installed and configured on your network● SAP Mobile server is installed and configured on your network● SAP Configuration server is installed and configured on your network● SAP BusinessObjects Mobile application is installed on the iPhone or iPad device on your network

NoteTo ensure that you meet the above pre-requisites, contact your administrator on your network

Perform the followings steps to import corporate connections from the Configuration server:

1. On the home screen toolbar of the application, tap Browse to open the left hand navigation panel. Select Settings(icon)-> Application Settings to open the Settings page of the application.

2. On the Settings page, choose Import existing connections. The Import Connection screen appears.Choose Configuration Server. The Import from Configuration Server screen appears.

3. Enter the IP address and port of the configuration server (provided by the administrator) in the Configuration Server URL text-field.Once you enter the URL, all the Corporate connections available on the server are listed in the view.

NoteContact your administrator to find out the IP address and port of the Configuration server on which the Corporate connections are configured.

4. To import a connection, select it and choose Import.All the connection details of the selected connection are displayed in a new screen.

5. Choose Done to add the connection on your device.


Importing connections from Sybase Afaria

If you have Sybase Afaria (client) installed on your device, you can import Sybase connections on your device in the following manner:

1. On the home screen toolbar of the application, tap Browse to open the left hand navigation panel. Select Settings (icon) -> Application Settings to open the Settings page of the application.

2. On the Settings page, choose Import existing connections. The Import Connection screen appears.Choose Sybase Afaria. The Import from Sybase Afaria screen appears as shown below:

3. A popup appears displaying the list of Sybase Afaria connections available on the server.4. Select the connection you want to import.

The connection details of the selected connection are displayed in a new screen.5. Choose Done to add the connection on your device.

4.2.5 Sharing Configured Connections with Other Users

You can share the connections configured on your device with other business users. This means that users can add the connections on their iPhone or iPad devices without the need for manual configuration.

To share a configured connection:

1. On the home screen toolbar of the application, tap Browse to open the left hand navigation panel.2. Select Settings(icon)-> Application Settings to open the Settings page of the application.3. Go to the Connection Details page of the particular connection that you want to share by choosing the arrow

symbol next to the connection name.4. Tap Share which appears on top of the Connection Details page.

The application generates an email draft with a URL for the connection and a pre-populated Subject.5. Send the email to the intended recipients.6. After receiving the email, when the recipients tap the URL on their devices, the Create new Connection page

appears on the device screen where all the connection parameter values are pre-populated. The user just


Getting Started

needs to specify his or her User name and Password, and choose Done to save the connection. Once saved, the connection is added to the list of Mobile server connections on the device.An example of a URL that is generated when a BI platform server connection is shared is given below: sapbi://addconnection?ConnectionType=BOEConnection&name=Results_Analysis&server_url=10.10.10.10:8080&cms=10.10.10.10&authType=Enterprise&default=no&user=administrator&save_password=yes

4.3 Working with the Application

NoteThe tasks provided in this topic apply to the overall application and are not specific to a particular BI content type.

Once you have established a server connection, the BI documents available on the server appear on the Home screen of the application.

NoteA BI document is a collection of Business Intelligence reports. You can swipe a BI document on device to view its reports. Each report has report parts such as table, charts, images and graphs. The look and feel of reports varies based on the type of BI document.

When you tap Browse at the top left of the tool-bar, a left navigation panel appears on the screen as shown below:


Your current server connection name appears at the top of the panel with a green status indicator (signifying that you are in online mode). The following sections explain how you can work with the application:

Configuring Additional Settings in the Application

On the Settings page of the application (Settings[icon] -> Application Settings) you find an option to access the Additional Settings of the application. Using the Additional Settings page, you can configure the following settings in the application:

● Choose to work offline (even if the network and servers are available) by enabling the Work Offline option.● Choose to auto-download the documents from the BI Inbox on the server to the BI Inbox page on your device,

so that you do not have to manually download the documents after connecting to any Mobile BI server. For this you can enable the BI Inbox Auto Download option.

● Choose the background theme of the application (Graphite or Ivory).● Clear Data of the application including the options to clear your downloaded BI documents, to clear the logs

and to clear the downloaded security certificates.● Recommend the application to your colleagues via email by choosing the Recommend This Application option.

(When you choose this option, the application generates an email draft with a link to directly install the application, and a pre-populated subject. You can send the email to as many recipients as required.)


Getting Started

Accesing the BI Inbox

Tap BI Inbox in the left navigation panel to access the Mobile ready BI documents available in your BI Inbox on the server. BI Inbox is displayed in the figure below:

● The number next to the BI Inbox label displays the number of unread BI documents that are available currently. If new BI documents are available in the BI Inbox on the server, and you refresh the Home screen, the number next to the BI Inbox label is updated accordingly.

● The BI Inbox on the device screen and on the server are always synchronized with each other. If you delete a downloaded BI Inbox document, the document is deleted from the BI Inbox on server as well.

● BI Inbox documents from BI LaunchPad may be automatically downloaded to the device based on the settings on the server.

NoteThe BI Inbox appears in the application only if the BI platform server version that you are using is 4.0, Fix Pack 6.1 or BI 4.1.


Accessing Notifications For your Downloaded BI documents

Tap Notifications in the left navigation panel to view alerts. Notifications are alerts which appear in the following scenarios:

1. When a downloaded BI document has an update available on the server.2. When a downloaded BI document is either removed from the server or is no longer assigned to the ‘Mobile’

category on the BI platform.3. When a data refresh is performed on downloaded BI documents on the server in line with the alerters' critera

(leading to a change in the formatting of its tables). This applies only to Web Intelligence documents that:

○ Have conditional formatting (alerters) defined for them in Web Intelligence, and○ Are subscribed for alerts (using the Subscribe option in the secondary report tool-bar of the document.)

Accessing Your Favorite BI documents

Tap Favorites in the left navigation panel to access the downloaded BI documents which you have book-marked.

NoteTo add a downloaded BI document to your favorites, access the i (Information) icon that appears on the secondary report tool-bar of the document. See the section "Performing advanced actions in BI Reports" for more information.

Viewing and switching between the categories of BI documents available on the server

Tap All beneath the Server header in the left navigation panel to see all the BI documents which are available in your current server connection. (These documents are Mobile-enabled on the server and so they appear on your mobile device.)

To access BI documents based on the Corporate category to which they belong, tap the respective category name which appears beneath All in the navigation panel (for example Finance in the above screenshot).

At any time, while browsing documents on the Home screen of the application for a particular category, if you want to switch to another category, tap Browse in the tool-bar, and select the required category beneath the Server header in the left navigation panel.

Downloading BI Documents

To download a document from the Home screen, tap the + symbol that:


Getting Started

● Appears on the document tile in Grid view of the Home screen as shown in the below figure:

● Appears on the right in List view of the Home screen as shown in the below figure:

NoteWhen you download a document to your device, a check-mark appears on the document tile indicating that it is now downloaded. See the figure below:


Also, an All tab begins to appear beneath the My Items header in the left navigation panel. You can tap this to view your downloaded BI documents.

Opening and Refreshing BI Documents

Tap a document on the Home screen to open it. To refresh the document, tap the (normal Refresh) or (prompt based Refresh) icon that appears in the tool-bar of the open document.

Performing advanced actions in BI Reports

Once you open a BI document, the first report of the document appears on the screen. When you tap Settings in the report tool-bar, a secondary tool-bar appears beneath the tool-bar as shown in the figures below:

Secondary tool-bar of a Web Intelligence document:

Secondary tool-bar of an Explorer artifact:


Getting Started

NoteSome options in the secondary report tool-bar vary based on the type of BI report you have opened. For example, the Subscribe option appears only for Web Intelligence documents and the Explorer artifacts display a Save as option in the secondary tool-bar.

You can use the secondary report tool-bar to perform the below advanced actions:

1. Choose + (Add to Device) to download the document2. Choose Subscribe to subscribe the document for alerts. You need to do this only for the Web Intelligence

documents with conditional formatting.

Note○ You can also subscribe the document for alerts by using the Information screen that appears on

tapping i in the secondary report-toolbar.○ If you do not subscribe the document, the application will not display the update alerts for the

downloaded document.○ If the document is already subscribed for alerts, the secondary report tool-bar displays the

Unsubscribe option. Choose this if you no longer want to receive update alerts for the document.

3. Choose Help to access more information related to the application.

NoteThe application does not support Help on iPhone devices.

4. Choose Info to access the Information screen of the document that displays the document meta-data and provides you with the options to add the document to your favorites, and subscribe the document for alerts.

NoteThe Information icon (i) appears for each document on the Home screen of the application as well.


5. Choose Collaborate to share and discuss the report with other business colleagues using SAP JAM or SAP Streamwork.

Note○ SAP JAM is the default Web based collaboration tool in the application; however if you prefer to use

SAP StreamWork, you can ask your administrator to configure that as the collaboration option on the Mobile server

○ You should have signed up in SAP JAM or StreamWork on the Website, so that you hold a valid account for collaborating using the application.

○ The Collaborate option does not appear in the secondary report tool-bar on an iPhone.

6. Choose Annotate to go to the Annotate screen that lets you add effects to the report snapshot such as Draw, Erase, Add Text, Crop, (with Blur or Highlight) and Record voice.

NoteThe Annotate option does not appear in the secondary report tool-bar on an iPhone.

7. Choose Email to share the open document with other users.8. Choose Fullscreen to let the report view span the entire device screen area.

4.4 Interacting with Web Intelligence Reports on iOS

Besides the common report capabilities, Web Intelligence reports provide you with the following specific options to analyze information:

1. If you want to switch between reports in a Web Intelligence document, tap the ( View reports) option that appears in the report tool-bar.

2. If the report has filters defined for it, you see the Filter icon on the tool-bar. Tap it to specify values based on which the information will appear in the report.

NoteThere may be levels of hierarchy in the filter pop up based on the report configuration.

3. If the report has sections (defined by the designer on the server), a section header pops up on the screen. Tap it to view the information of report in sections.


Getting Started

4. If the charts and tables in reports have drill up or drill down options configured on the server, the relevant options appear on the screen:

4.5 Interacting with the SAP BusinessObjects Explorer contentWhen you open an Explorer document, you navigate through information spaces and exploration views. Both types of document allow to identify trends in your data and quickly retrieve answers to your business questions on


your iPad or iPhone. Exploration views and information spaces are created in the web version of SAP BusinessObjects Explorer and made available in SAP BusinessObjects Business Intelligence platform.

Select an Explorer document and then add dimensions and measures, edit filters and intuitively explore your data.

4.5.1 Exploring your data

Once you have opened an information space or an exploration view you use the same ways to explore the data in both data sets. There is no pre-defined way to explore. The data is already presented in a visual format that is easy to navigate, so you can start by tapping values in the tables and charts that interest you to get more details, or refining the exploration by adding dimensions to filter the data.

4.5.1.1 Facets

Facets are variables through which the data of a data set is presented for viewing, analysis and filtering. A facet is essentially a dimension of the data being explored. Factes are mainly used to filter data.

4.5.1.2 Measures

A measure is an object that represents calculations and aggregate functions that map to statistical and analytic data in the dataset. By default, one measure is already selected and used in the chart. This is the main measure. You can change the main measure and add more measures.

Measures represent the factual information.

4.5.1.3 Dimensions

A dimension is an object that maps to one or more table columns or a function in a database and represents an axis of analysis. For example, Product, Geography, Time, and Employee are common dimensions. By default, one dimensions is already selected and used in the chart. This is the main dimension. You can change the main dimension and add more dimensions.

Dimensions represent contextual information.

4.5.1.4 Visualizations

Data is presented in the chart type that is most suitable for the selected values, but you can choose from a wide variety of chart types to display your data. Comparison, Part of a whole, Geographic and Time and Series charts are available for you to choose from depending on the selected measures and dimensions.


Getting Started

To get more detailed information on a section of a chart, tap the data point that you want to examine. Since all the tables and graphs are interactive, when you tap one value, the same value is highlighted everywhere it appears in other visuals or tables. A pop up also appears showing more details on the selected value.

4.5.1.5 Augmented views

Augmented Explorer views allow you to analyze geo-localized data based on pre-defined points of interest (POI). These POI are defined by Explorer administrators on the Explorer server. When you add a dimension that is formatted to activate POI, the augmented views icon appears. Tap this icon to start the augmented view on a geo-map.

On the iPad

Tap the icon to start the augmented views.

On the iPhone

Tap the icon to start the augmented views.


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