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Publish a SAP BI Report in Portal

Applies to:
SAP BI 7.0 developers and support Users. For more information, visit the Business Objects homepage.

Summary
This document aims to explain about various methods used to publish SAP BI queries and web templates in SAP Portal. This article will discuss about implementing the SAP BI reports in portal via 3 methods which is generally used in all the implementation projects. Publish SAP BI reports via Portal Content Studio Publish SAP BI reports via Query Designer Publish SAP BI reports via BEx Web Application Designer

These methods are equally beneficial and convenient for report publishing. This article can be used as guide in implementing the BI reports in Portal which are designed via Query Designer and Web Application designer. Author: Dinesh V

Company: IGate Global Solutions Limited Created on: 18 April 2011

Author Bio
Dinesh is working as a SAP BW/BI Consultant in IGate Global Solutions Limited. His expertise include SAP BW 3.5, SAP BI 7.0 and ABAP developments.

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Publish a SAP BI Report in Portal

Table of Contents
Introduction ......................................................................................................................................................... 3 Publish SAP BI reports via Portal Content Studio .............................................................................................. 4 Step 1: Navigate to the Portal Folder .............................................................................................................. 4 Step 2: Create a new portal IView .................................................................................................................. 4 Step 3: Use BEx Web Application IView (SAP NetWeaver 7.0 Format) ........................................................ 5 Step 4: Maintain iView Properties ................................................................................................................... 5 Step 5: Assign the iView to the role ................................................................................................................ 6 Publish SAP BI reports via Query Designer ....................................................................................................... 6 Using To Portal ............................................................................................................................................. 7
Step 1: Publish SAP BI Query to Portal ....................................................................................................................... 7 Step 2: Assign the folder from PCD ............................................................................................................................. 7 Step 3: Create the iView in the Portal .......................................................................................................................... 8

Using To Role ............................................................................................................................................... 9


Step 1: Publish SAP BI Query to Role ......................................................................................................................... 9 Step 2: Select the role to publish the query ............................................................................................................... 10

Using BEx Broadcaster............................................................................................................................... 10


Step 1: Publish SAP BI Query using BEx Broadcaster .............................................................................................. 11 Step 2: Create New setting to publish to portal .......................................................................................................... 11

Publish SAP BI reports via BEx Web Application Designer ............................................................................. 12 Summary........................................................................................................................................................... 13 Related Content ................................................................................................................................................ 14 Disclaimer and Liability Notice .......................................................................................................................... 15

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Publish a SAP BI Report in Portal

Introduction
You can integrate content from SAP BI reports into the portal using various tools. You can publish queries from BEx Query Designer; Web applications designed using BEx Web Application Designer and reports from BEx Report Designer as iViews in Portal Content Directory (PCD). Publishing the BI reports in portal will provide role based access, web and remote access for the business users. The Web templates executed in the Web browser are called BEx Web Applications. With Web applications, you define and save them in the BEx Web Application Designer as Web Templates. If you publish the Web templates in the PCD, they are available as BEx Web Application iViews in the PCD. The recommended tools used to publish sap BI reports in portal are listed below: Portal Content Studio BEx Query Designer BEx Web Application Designer (WAD) BEx Report Designer

Figure 1:- SAP BI Reports in Portal

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Publish a SAP BI Report in Portal

Publish SAP BI reports via Portal Content Studio


The Portal Content Studio is a tool within the portal that allows you to manually include content from BI and set specific properties (for example, for the portal cache). You can edit portal objects created in the Business Explorer with the Portal Content Studio When iViews are created, they are assigned an iView ID. This iView ID has to be unique within a folder in the Portal Catalog. All the SAP BI 7.0 queries and web applications are published using the iView template BEx Web Application iView (SAP NetWeaver 7.0 Format). You should be having the below portal roles to get the required folder access to create SAP BI iViews. Content Admin - pcd:portal_content/administrator/content_admin/content_admin_role Super Administration - pcd:portal_content/administrator/super_admin/super_admin_role Step 1: Navigate to the Portal Folder Navigate to the portal role Content Administration Portal Content Folder via the portal.

Figure 1: - Portal Content Administration Step 2: Create a new portal IView Select a suitable folder (or create your own folder) and right click and select New iView

Figure 2: - Create new iView

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Publish a SAP BI Report in Portal

Step 3: Use BEx Web Application IView (SAP NetWeaver 7.0 Format) Select the iView template BEx Web Application iView (SAP NetWeaver 7.0 Format) and type the iView name (generally the Report Name) and iView ID (usually query or template ID).

Figure 3: - Select the BEx Web Application iView template Step 4: Maintain iView Properties You must maintain the following properties in order to display a BEx Web application in the portal as an iView: System - Enter the system alias for the desired SAP BW System here. The recommended system for all BI IViews is SAP_LocalSystem. BEx Web Application Query String - Field BEx Web Application Query String must contain the following values for BEx Web applications, BW queries and BW bookmarks: o BEx Web application: template_id=<TEMPLATE_ID> o o BW query: query=<QUERY_ID> BW bookmark: bookmark_id=<BOOKMARK_ID>

Figure 4: - Maintain iView properties

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Publish a SAP BI Report in Portal

Step 5: Assign the iView to the role Assign the created iView and add the role to the business user for access to the BI reports.

Figure 5: - Assign iView to the Role

Publish SAP BI reports via Query Designer


The queries created using BEx Query Designer can be made available as an iView in Portal Content Directory (PCD).In the publish dialog, the system automatically proposes the technical name and description of the BI object (query, Web template, report). You can change this default name. Portal content administrators (users with the portal role content_admin_role) are able to see the contents of the Portal Content Directory in the portal under Content Administration Portal Content. Access can be restricted to certain folders in the Portal Content Directory using authorizations. To make the iView visible to users in the portal, the iView has to be assigned to a portal role or a portal page that is included in a portal role. This takes place in the Portal Content Studio. The portal cache is not automatically activated for the iView. Activation of the portal cache is done using the Portal Content Studio.

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Publish a SAP BI Report in Portal

Using To Portal You can use this option to publish the SAP Query directly to portal in Portal Content Directory as an iView. The below steps will explain the process to update the technical details of the iView and PCD to create the iView. Once created, assign the iView to the role as per the method in the above Portal Content Studio. Step 1: Publish SAP BI Query to Portal In the menu bar, choose Query Publish To the Portal. The query export is opened in the browser to select the folder from PCD and create an iView.

Figure 6: - Publish SAP BI Query to Portal Step 2: Assign the folder from PCD Use Selection to open the dialog (which opens in a new window and Transfer the selected folder structure) for selecting the folder in PCD. Expand the PCD root folder and select the required folder in which the iView is to be stored.

Figure 7: - Assign the folder from PCD

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Publish a SAP BI Report in Portal

Figure 8: - Navigate to the folder and assign from PCD Step 3: Create the iView in the Portal Once the folder and technical details of the iView are confirmed, click on the execute button to create the iView in the selected folder of Portal Content Directory (PCD).

Figure 9: - Confirm and create the iView in PCD

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Publish a SAP BI Report in Portal

Using To Role You can integrate BI content into the portal using the role upload function. Role upload is a function that you can use for the following scenarios: You want to continue to use existing role definitions for a BI system in the portal. You want to use objects from a BI system (for example, Web applications) as content objects to build your roles in the portal. This means these objects have to be available in the portal.

Initially, you upload all relevant roles and objects from the BI system into the portal. In the future you want to create and maintain your content objects only in the portal. You upload newly created role definitions from the back end system into the portal at regular intervals. You do this when you use the BI system as the leading system. In this case, you continue to create your roles in the BI system and only use the portal as a medium for display and navigation.

Before you can upload objects from the BI system into the portal, you must carry out the following steps: Import the plug-in Now you have to import the SAP Basis Plug-In into every BI system from which you want to do an upload. Only then will the functions need for the upload be completely available. For more information, see the SAP Reference IMG SAP Customizing Implementation Guide SAP NetWeaver Business Intelligence Settings for Reporting and Analysis BEx Web Integration into the Portal Import SAP Basis Plug-In into the BI System. Authorizations in the BI System You need the authorization S_RFC in the BI system for the function group PWP2. Configuring the system landscape in the portal You need to create a system in the portal within the portal system landscape for every BI system from which you upload objects. For more information, see the SAP Reference IMG SAP NetWeaver Business Intelligence Settings for Reporting and Analysis BEx Web Integration into the Portal Create BI System in the Portal. Step 1: Publish SAP BI Query to Role In the menu bar, choose Query Publish To Role to open the folder with all the system roles available in the system.

Figure 10:- Publish the query to role in Query Designer

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Publish a SAP BI Report in Portal

Step 2: Select the role to publish the query Select the role or add folders (if required) and click on OK to publish the queries in the system role. Assign the users for this role from Transaction Code PFCG to access the assigned queries from portal.

Figure 11:- Select and confirm the role to publish the query Using BEx Broadcaster Broadcasting to the portal is one way in which you can distribute BI objects (queries, query views, Web templates, reports, or workbooks). You can put the pre calculated documents or online links in a collaboration room or in a KM folder. If you have the Business Explorer role assigned to you in the portal, you can access these folders from the My Portfolio and BEx Portfolio iViews. You can use various Knowledge Management functions when you work with documents in the portal. You can add ratings, evaluations, feedback, and personal notes to documents.

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Publish a SAP BI Report in Portal

Step 1: Publish SAP BI Query using BEx Broadcaster From the menu options of the query designer with the selected query, select Query Publish BEx Broadcaster.

Figure 12:- Publish using BEx Broadcaster Step 2: Create New setting to publish to portal In the broadcast setting, select the Broadcast to Portal as the distribution type. Choose the following setting options to create the settings. File Name: Enter the technical name under which the document is to be saved - either manually or using a text variable (by choosing with the quick info text Attach Text Variable) Authorization User: If you schedule the broadcast setting for background processing (for example, for a specific time), you can enter a BI user name manually or by choosing with the quick info text Selection. The system generates the document with the settings (for example, date format) and authorizations of the specified user. Language: If you schedule the broadcast setting for background processing (for example, for a specific time), you can select the language in which the document is to be generated. The system displays for selection the languages that are installed for the BI system. Export Document to: You can store the document in the personal portfolio of selected users or in any other KM folder.

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Publish a SAP BI Report in Portal

My Portfolio: Enter the BI user names of the recipients, separated with semicolons, by choosing with the quick info text Selection. The document is stored in the users personal portfolios. Other Folder: Enter the KM folder in which the document is to be stored in the portal by choosing with the quick info text Selection.

Figure 13:- Create new setting

Publish SAP BI reports via BEx Web Application Designer


The methods used to publish the web template to portal using Web Application Designer (WAD) are the same as we discussed via Query Designer. Instead of the query, the web template is been published into the portal as an iView. The iView is assigned to the required role to access these web templates. Similar to Query Designer Publishing, there are three ways to publish to portal via Web Application Designer which is listed below. Using To Role Using To Portal Using BEx Broadcaster

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Publish a SAP BI Report in Portal

Follow the similar steps as we have discussed in the Publish SAP BI reports via Query Designer to publish the web templates in the portal. The publish menu can be accessed via the menu tool bar of WAD as Web Template Publish.

Figure 14:- Publish to portal via BEx WAD

Summary
In this paper we learnt the recommended ways to publish the SAP BI applications to portal using various Business Explorer tools and tools on the portal. Also there are other tools available to publish the BI applications in the portal. However, the methods used in other tools are similar to the ones discussed in this paper. You can use any of the below listed tools available to publish the BI applications to portal. Tools in the Business Explorer o o o o o BEx Web Application Designer BEx Report Designer BEx Query Designer BEx Broadcaster BEx Analyzer

Tools on the Portal o o o o Portal Content Studio KM Content Role Upload Migration iView

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Publish a SAP BI Report in Portal

Related Content
Creating Content from BI for the Portal Integration Using Role Upload Broadcast to the Portal Publishing BEx Web Applications and Queries For more information, visit the Business Objects homepage

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Publish a SAP BI Report in Portal

Disclaimer and Liability Notice


This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

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