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For assistance with accessing Business Objects XI, please call x1222 or email [email protected]

1 MSU038.53.1 - BusinessObjects XI - General Instructions.doc

Management Services Unit

BusinessObjects XI – General Instructions

General Instructions

July 2006







1. INTRODUCTION ...........................................................................................................3

2. Operating Systems and Web Browsers Supported ....................................................... 3

3. Accessing BusinessObjects XI......................................................................................3

4. BusinessObjects XI - Infoview Home Page .................................................................. 8

5. Features of InfoView ....................................................................................................8

5.1 Opening a Report .......................................................................................................8

5.2 Refreshing a Report .................................................................................................10

5.3 Printing a Report ......................................................................................................11

5.4 Saving a report to Excel or PDF format ...................................................................12

5.5 Logging out of InfoView ...........................................................................................14







1. Introduction

BusinessObjects is the standard University reporting tool for Administrative systems, implemented in 1999. Itis used to deliver reports based on:

Banner (Student Information System) CMIS (Timetabling & Room Scheduling System) CoreHR (HR/Payroll System) eFinancials (Finance System)

The reports are written by reporters with knowledge of the data structures of these systems and these reportsare refreshed by the 500 readers campus-wide. BusinessObjects applications in the past have been accessedthrough NAL and required an installation on the user’s PC. With the new version (XI) users will access theapplication through a standard web browser eliminating the need for a client install.

What is InfoView? This is the web desktop that acts as a window to your reports. It is here you access & organise your reports to suit your preferences. In InfoView, you can open, refresh, & print your reports as wellas save them in Excel, CSV & PDF format.

2. Operating Systems and Web Browsers Supported

The following operating systems and web browsers are supported for BusinessObjects XI:

Operating System Browser

Windows 2000/XP Internet Explorer 6.0 SP1/SP2Firefox 1.04

Mac OS X Safari 1.3

Note: Adobe Acrobat Reader V6 or above must be installed in order to be able to print from BusinessObjects XI

3. Accessing BusinessObjects XI

BusinessObjects XI will now be accessed via the web using your standard local web browser. All users willconnect to the system through the Administrative Services Tab of UCD Connect. A valid username andpassword is required to access UCDConnect, which is your standard network username and password. Anadditional valid username and password is required to access the BusinessObjects reporting tool.

To Connect to BusinessObjects XI:

Open up a Web Browser (e.g. Internet Explorer) Open the UCD home page at http://www.ucd.ie Enter your UCD Connect username and password (see fig. 1)

Note: If you need assistance with login to UCD Connect, please contact Computing Services Helpdesk at x2700.

http://www.ucd.ie/

http://www.ucd.ie/







Fig. 1 – UCD Connect Login

1. Click on the Administrative Services tab2. In the Applications Channel, click on the BusinessObjects link. This will launch the BusinessObjects XI

Info Page.3. Click on the ‘BusinessObjects XI’ button on the XI Info Page to launch the application.

UCD

Connect

Username

UCD

Connect

Password







Fig. 2 – Administrative Services/BusinessObjects XI

4. To log into BusinessObjects you will be required to enter your username and your password.

5. On first login, you will be forced to change your password. Passwords must be alpha-numeric – i.e.must contain a combination of numbers and letters and be at least 6 characters long.

6. You are required to enter your original password, your new password and to confirm the newpassword. Then click Submit. (See fig. 3)

7. The Authentication field should be set to ‘Enterprise’

8. Your username not case sensitive

9. Your password is case sensitive

1. TheAdministrativeServices tab

2. TheBusinessObjects link







Fig. 3 – Changing Password on Initial Login

9 .You can change your password at any point in time by clicking on the Preferences button on the topleft hand side (See fig.4).

The username andpassword login area







Fig. 4 – The Preferences button

1. ThePreferencesbutton







4. BusinessObjects XI - Infoview Home Page

Fig. 5 – InfoView Home Page

1. All BusinessObjects reports are stored in the folders in the left-hand panel.

a. My Folders contains reports that only the user can see.b. Public Folders contain all other reports. Access to specific Public Folders is determined by

your account security.

2. The main viewing panel will contain lists of reports, when a folder in the left panel has been selectedor a specific report once it has been open.

3. Using the search facility it is possible to search for a specific report using the name or part of.

4. Logout using the lock icon in the top right.

5. Features of InfoView

5.1 Opening a Report

In InfoView it is possible to view, refresh & print your reports as well as save them in Excel, CSV (commaseparated values) & PDF format.

1. Reportstoragearea

2. Mainviewingpanel

3. Searchingfacility

4. Logouthere







Fig. 6 – Opening a report

1. To open a report click on the name of the folder where the report resides, a listing of the reportscontained in that folder will appear in the main viewing pane

2. Click on a report title & this will open the report.

3. Alternatively search for the report using the ‘Search Title’ facility using a full or part of name of thereport.

1. Click on the folderwhich contains thereport to view thecontents in the mainviewing panel

2. Click thetitle to openreport

3. Searchfor reporttitle here







5.2 Refreshing a Report

Fig. 7 – Refreshing a report

1. To run the report click the ‘Refresh Data’ button

2. If the report contains prompts the prompt dialog box will appear allowing you to enter parameters

3. When you click on the individual prompt in the top section the list of values available to you appear inthe bottom left box. You can select a value from here (double click & it will appear in the bottom rightbox) alternatively you can manually type a value into this box.

4. Once a parameter has been entered for each prompt, click the ‘Run Query’ button

1. Click theRefreshData button

3. Manually enterparameters for theprompts here

2. Thepromptdialog box

4. Clickhere to runthe query







5.3 Printing a Report

Fig. 8 – Opening the report in Adobe Reader

1. Printing in BusinessObjects is now done through Adobe Acrobat Reader, which must be installed onyour PC.

2. Go to View|PDF mode to view the report in Adobe Reader

3. Use the print button from the Adobe toolbar (see fig. 9)

4. The print dialog box will appear allowing you to change the print settings as normal

2. Go to View|PDF mode for aprintable version of the report







Fig. 9 – Printing

5.4 Saving a report to Excel or PDF format

Fig. 10 – Saving reports in different formats

3. TheAdobe printbutton

4. The printdialog box

1. Click here to saveas Excel / PDF / CSV / CSV (withoptions)







1. Click on the Document button and select Save to my computer as|Excel/PDF/CSV

2. A dialog box appears allowing you to Open, Save or Cancel

3. Open will open the report in the format you have chosen, i.e. Excel, PDF or CSV

4. Save will allow you navigate to a location to place the report & save it in your chosen format

5. Cancel will clear the dialog box.

Fig. 11 – Saving reports in PDF format

2. The Open / Save / Canceldialog box







5.5 Logging out of InfoView

Fig. 12 – Logging out

1. To log out click the lock button in the top right hand corner

1. Click the lockbutton to log out

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