How-to Guide

How to Add a Report to Duet

Version 1.50 December 2008 Applicable Release: Duet v1.5 SP1

 Copyright 2008 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, OpenPower and PowerPC are trademarks or registered trademarks of IBM Corporation. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

1 2

Adding a Report in the Duet Reporting Scenario.................................................................... 1 The Step By Step Solution .................................................................................................... 2 2.1 Determine the Master System for Report Configuration ................................................. 2 2.2 Configure the SAP Backend System(s) to be used for Reporting ................................... 3 2.3 Create a Report Catalog in the Duet IMG ...................................................................... 6 2.4 Create a Report Template in the Duet IMG ................................................................... 8 2.5 Configure Parameter Options for a Report Template ................................................... 18 2.6 Assigning Roles to a Report Template ........................................................................ 20 2.7 Restrict Delivery Types for a Duet Template ............................................................... 21 2.8 Configuring Timepoints for a Duet Template ............................................................... 22 2.9 Creating Related Reports for a Report Template ......................................................... 22

1 Adding a Report in the Duet Reporting Scenario

Using the Duet IMG, customers can customize which reports they would like to see in Outlook and the details on how they get scheduled, what parameters are available and which formats are available for delivery. This configuration is done within the Duet IMG and is delivered to Outlook in the form of a Report Template. Reports can come from multiple SAP Backend System as desired by the customer. This How-to Guide explains how to configure a report template in Duet. It assumes there is a functioning Duet environment with the Duet Reporting Scenario and the administrator has the authorization to perform these steps.

-1-

2 The Step By Step Solution

The following steps explain how to add reporting systems and reports for those systems to be available for scheduling by Duet.

2.1 Determine the Master System for Report Configuration

Duet Reporting Configuration takes place in the master SAP system. Even though there may be multiple backend systems in the Duet landscape, only one SAP Backend System is designated as a master system. If the master system is unknown, follow these steps to find out where to do the Reporting Configuration. In the Duet Administration Tool, SAP Systems should have already been configured as part of the Duet installation tasks for the Duet Scenarios. Go to the Duet Administration Tool on the Duet Server. In you Web browser enter the following URL : http://<J2EE_Duet_Server_Host>:<J2EE_Port>/duet Log in using an Administrator ID Click on the System Environment Tab, then the Landscape Tab and click on the SAP Systems folder in the SAP Components tree The SAP system with the Master SAP System flag selected is the system where the Reporting configuration should take place.

-2-

2.2

Configure the SAP Backend System(s) to be used for Reporting

For Duet to understand where a report needs to be scheduled, SAP Backend systems details must be configured in the Master System Duet IMG in the SAP Backend System. Extra configuration may also be required in the Duet Administration Tool on the Duet Server. Step 1 Create the Logical RFC destinations in the Master System Duet IMG

In the Master Reporting System, a Duet Logical RFC Destination must be created for each SAP Backend system that will be used as a source of Duet Reports. For example, if you have an ERP system using 2 different clients as well as a separate BI system, 3 Logical RFC Destinations will need to be created (one per System/Client combination). Each Logical RFC destination will use a System RFC Destination that must exist as an ABAP RFC in transaction SM59 in the SAP Backend master system.

The logon user configured in the System RFC must have the authorizations to display the reports that will be configured for Duet otherwise the reports will not be available for configuration.

1. Go to the Duet IMG in the master system using transaction SIMGH. Choose Duet Implementation Guide

2. In the IMG, choose Duet Report Administration Create Logical RFC Destination

-3-

3. To create a new Logical RFC Destination, click on the New Entries Button. Enter in a Duet Logical RFC Destination name and description. Enter the corresponding System ABAP RFC Destination that already exists in transaction SM59 in the master system or use the drop down functionality available to choose. Save the new entry.

Step 2 Update the SAP System Alias in the Duet Administration Tool

This step is only required if the Logical RFC destination name that was created in step 1 is NOT using the format <System>_<Client>. If it is any other name than this format, then the Logical RFC Destination must be added to the alias of the SAP System in the Duet Administration Tool.

1. Go to the SAP Systems section of the Duet Administration Tool on the Duet Server as shown in Section 3.1: http://<J2EE_Duet_Server_Host>:<J2EE_P ort>/duet

2. Choose the related SAP System Name by clicking on the name.

3. In the bottom right part of the screen, click on the hyperlink Alias.

-4-

4. Click on the Add Button and in the space provided under the Alias Name, enter the Duet Logical RFC Destination you created in the Duet IMG in Step 1. Click OK.

5. Save the configuration.

-5-

2.3 Create a Report Catalog in the Duet IMG

A Report catalog is a folder that groups reports together in the Duet client. Report Catalogs are not RFC destination specific. Before adding a report, a report catalog must be exist.

1. Go to the Duet IMG in the master system using transaction SIMGH. Choose Duet Implementation Guide

2. In the IMG, choose Duet Report Administration Create Report Catalogs

3. On the left window, choose the Report Catalog folder and click on the New Entries button.

-6-

4. Enter a unique 4 digit Catalog ID and the Short Text of the catalog. Save the new report catalog entry.

Report Catalog View in Outlook If a Duet user is eligible for a report in the report catalog, then the report catalog folder will be displayed in Outlook. This is based on the role assignment during the report template configuration.

-7-

2.4 Create a Report Template in the Duet IMG

A report template represents a report that can be run in Duet for a particular SAP Backend System. Report Templates are distributed to users based on the Duet Role assigned to the template. Multiple report templates can exist in a report catalog.

1. Go to the Duet IMG in the master system using transaction SIMGH. Choose Duet Implementation Guide

2. In the IMG, choose Duet Report Administration Create Report Catalogs

-8-

3. In the right window, highlight the desired Report Catalog and in the left window, double-click on Report Selection.

4. Add a new report to this report catalog by clicking on the New Entries button.

-9-

5. In the right window, enter in the system the report is to be scheduled in by choosing the related Duet Logical RFC Destination. In the Example shown, a new BI query will be added for the BI system but configuration will take place in the Master system.

6. In the Report Type field select the type of report to add. There are two types of source systems, BW and ERP. For BW, the Report Type options are Web Templates (HT), Queries (QU) or Workbooks (WB). For ERP reports, the Report Type options are ALV (AL), nonALV reports or SAP queries.

7. Choose the Report Name by typing it in or select it from the drop-down list. Skip this field if an ERP SAP Query is being configured. Reports displayed in the drop down list are controlled by the Duet RFC used and the authorization of the user configured in the related ABAP RFC used. If you cant find the report you would like to configure, logon to the related source system and check the authorizations of the RFC user.

- 10 -

8. To configure an ERP SAP Query, enter the required Work Area, User Group and Query Name. Skip this step if not configuring an ERP SAP Query. The Report name will automatically be populated.

9. The Report Title field will be populated with the name of the Report but can be modified. For the Long Description, type in text as you want displayed in Duet.

10. Forwarding Options determines if a report can be forwarded to another party from Outlook. Reports can be forwarded as a file, a template or a report. A report can also be restricted from being forwarded.

- 11 -

Forwarding Options in Outlook based on configuration If forwarding has been enabled for a report template, this forwarding functionality will be available in the Duet Action Pane when you open a delivered report. This report can only be forwarded to users who also have Duet enabled on their client. If NOFO option is chosen, this link will not be displayed.

Forward as File : Only File option will be available Forward as Template and/or File: Both options will be displayed Forward as Report Template: Only Report Template option will be displayed.

11. Delivery Type options are as follows:

For BI Reports excluding workbooks

- 12 -

For ERP Reports

For BI Workbooks

Delivery Type Options in Outlook HTZIP (zip file), MHT (html), PDF (pdf) , XLS (Excel) deliver reports as an e-mail attachment ONLY AVAILABLE FOR BI REPORTS

- 13 -

MEND format reports are embedded in the email body

LINK format reports are delivered as a link in the email body. When a user clicks on the link, they will automatically navigate to the Duet report. This is a recommended option for larger reports to control inbox size.

ONLY AVAILABLE FOR BI REPORTS

- 14 -

12. Configure the scheduling options for this report Make this report available to users Report template is enabled to get synchronized to Duet User clients. If this flag is not selected, this template will not get synchronized to Duet clients. Scheduling Options as displayed in Outlook Allow this report to run ad-hoc Duet users can run the report immediately at their discretion. Allow scheduling for this report Schedules for future processing can be created by Duet Users Allow scheduling based on System Timepoints Timepoints configured in the backend can be used for scheduling Allow scheduling based on Data Change Events Schedule for this report can be triggered by a Data Change Event. A data change event is triggered when changes to the data in a BI infoprovider occur. Run this report link will be available if the flag Allow this report to run ad-hoc Personalize or schedule a new template based on this template will be displayed if any of the other scheduling options are enabled. 13. Configure Documentation for this report To include documentation in the report template, click on the Display documentation to users. For ERP reports ONLY, including Existing Documentation is possible. This documentation is the existing ABAP program documentation available for a report program. To view the existing documentation, click on the display button. Custom Documentation can be added for any report by choosing this radio button and entering the general text name in this field that exists in transaction SE61. Scheduling Options can be displayed in the Duet Action Pane of the Report Template.

Documentation as viewed in Outlook Report documentation can be seen in Duet in the body of the report template e-mail under the Long description category.

- 15 -

14. The ALV Layout Variant is an optional field and is only applicable to an ALV report. This allows a user to enter an existing ALV layout variant to be used when the report is scheduled.

15. In the Application field, categorize the Duet scenario that this report belongs to. These are predelivered applications.

16. The Report Owner Email is an optional field. If provided, it allows recipients to send emails to the owner of the report.

Report Owner Email as displayed in Outlook The Report Owner Email option can be seen in the Duet Action Pane of the Report Template in the You can also section. If it is grayed out, then no owner has been assigned.

- 16 -

17. Save the Report Template.

- 17 -

2.5

Configure Parameter Options for a Report Template

This section discusses how to customize the parameter options for a Duet report.

Even though you do not want to make changes to the parameter screen, you must navigate to the parameter behaviour and Parameter Default Values screens and save each screen so that the parameter details are saved with the report template. If you do not, then no parameters will be synchronized into Duet for the report template. 1. Double-click the Parameter Behavior folder in the left window. Parameter information for this report automatically gets populate them into the parameter screen.

2. The following can be customized for a Duet selection screen. Detailed Description: The parameter description can be altered. Mandatory: Though these fields can be changed, it is important that if a field is already mandatory, it should be left mandatory as this is how it is set in SAP. Optional fields can be made mandatory. Display: A parameter can be made editable, non-editable, hidden or disabled. Hidden means that a default value can be configured as a parameter and will be used when a report is run but will not show up in the selection screen. Disabled means that the parameter value, even if it has a default, will be ignored.

- 18 -

3. Save the values even if no changes have been made.

4. Double-click the Parameter Default Values in the left window. Defaults values or ranges can be assigned to the parameters in this section. If the default is a number of individual values instead of a single value or a range, use the Parameter Multiple Values option. Context variables can also be assigned in this screen where you can create coding to customize how the parameter is populated when the report is run.

5. Save the values even if no changes have been made.

- 19 -

2.6 Assigning Roles to a Report Template

This configuration is required for the synchronization process to the client. If no role is assigned, than no Duet users will get this report template on their client. You may only want a selected group of users to have access to run a report. In the Assign Multiple Roles configuration, you can determine who will have access to this report based on the Duet role(s) you assign the report to. For more details on Role synchronization, refer to the document How to Synchronize Roles and AZMAN. 1. Double-click the Assign Multiple Roles folder in the left window and click on the New Entries button.

2. In the Role field, choose F4 to see the available Duet Roles that can be assigned to this report and choose the desired role. You can also customize your own role. For details, refer to the blog Extend Duet Reporting Management with your own Roles

3. Save the values.

- 20 -

2.7 Restrict Delivery Types for a Duet Template

This step is optional. You can restrict the Delivery Types for a report. This may be beneficial in the case where you want to minimize the size of emails that come into Outlook. For example, you can restrict the delivery types to use LINK or zipped HTML only. If you leave this configuration blank, then all delivery types associated to the Report type will be available to the Duet user. 1. Double-click the Restrict Delivery Types folder in the left window and click on the New Entries button.

2. In the Report Delivery Type, choose F4 to see the available Delivery Types available for this report and choose the desired types.

3. Save the values.

- 21 -

2.8

Configuring Timepoints for a Duet Template

This step is optional. Timepoints can be used in Duet to allow users to schedule jobs for a preconfigured time period determined by an administrator. If desired, scheduling can be limited to use only timepoints based on the flag selection in the first report template configuration screen, therefore preventing schedules in peek work process periods. For further information on configuration of Duet and System Timepoints scheduling, refer to the document Howto Configuring Time Points for Duet Reporting.

2.9 Creating Related Reports for a Report Template

This step is optional. To ease navigation within Outlook, related reports can be added to a report template to allow users to navigate to another report template directly from the Duet Action Pane of the report template. This gives further functionality to group related reports within Duet 1. Double-click on the Related Reports folder in the left window and click the New Entries button.

2. Drop down on the Catalog ID field and a list of available reports will be displayed. Only reports with the Make report available to users flag will be displayed. Choose the desired related report.

- 22 -

3. Save the related report configuration.

Related Report as shown on the Duet Outlook client When this report template is synchronized in Outlook, the related report will be displayed under the Related Report section. If the Duet user clicks on the link, they will navigate to the related report template on the Duet client.

- 23 -