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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Applies to:
SAP Enterprise Portal 7.0, SAP Business Intelligence 7.0. For more information, visit the Business Intelligence homepage.

Summary
This document explains how we can broadcast a BI Object (queries, query views, Web templates, reports, or workbooks) to a directory on the file system of the Enterprise Portal server. Author: Ankur Garg

Company: Wipro Technologies Created on: 03 October 2008

Author Bio
Ankur Garg is working in Wipro Technologies as an SAP Enterprise Portal Consultant.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Table of Contents
Introduction .........................................................................................................................................................3 Preconditions ......................................................................................................................................................3 The Step By Step Solution..................................................................................................................................4 Configure a File System Repository Manager ................................................................................................4 Create an Entry Point from the File System Repository .................................................................................7 Broadcast a BI Report using the BEx Broadcaster.......................................................................................10 Related Content................................................................................................................................................14 Disclaimer and Liability Notice..........................................................................................................................15

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Introduction
Using the BEx Broadcaster, we can precalculate and distribute BI Web templates, queries, query views, reports and workbooks. We can broadcast BI objects either as precalculated documents (in various formats like HTML, MHTML, MS Excel, ZIP and PDF) or online links. The distribution options include broadcasting by e-mail or broadcasting to the portal. In this article, I will explain how to broadcast BI reports to a directory on the file system of the Portal server. We will achieve this by first configuring a KM (Knowledge Management) folder on the Enterprise Portal as a File System Repository (which would in turn be pointing to the desired directory on the Portal file system). We will then broadcast the BI report to this KM folder. Other BI objects can be broadcasted to file system directory in a similar way.

Preconditions
The following are the preconditions that need to be fulfilled: Setting up SSO between EP and BI You should have the super_admin_role portal role

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

The Step By Step Solution


Configure a File System Repository Manager We will first configure a File System Repository Manager in KM on the Enterprise Portal. A file system repository manager is used to access a directory hierarchy in a file system and make its contents available for read and write access. For more information, see File System Repository Manager. Login to the portal: e.g. http://localhost:port/irj/portal Open System Administration System Configuration Knowledge Management Content Management

Choose Repository Managers

Now choose File System Repository

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

You will be able to see the already existing File System Repositories. Click on the New button.

Enter the following information: Name BI_Repository (or any name of your choice) Prefix /BI_Repository Root Directory This denotes the path to the root directory in the file system to which the repository manager is assigned. If you want to integrate documents from a Windows system, this can be a drive letter (followed by a colon) or directory path on the local server or a remote server share. If you are running your portal on UNIX, then this can be path on any directory mounted on the portal server. Since our portal is running on UNIX, I have set the Root Directory to /usr/sap/BJQ/SYS/src Leave all the other fields as they are. Click on the OK button.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Your File System Repository is ready for use.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Create an Entry Point from the File System Repository Entry points allow us to navigate to various KM folders that may be located in several repositories. They basically provide central access to multiple repositories. For more information, see Entry Points. We will now create an Entry Point in KM from the File System Repository configured above.

Open System Administration System Configuration Knowledge Management Content Management

Choose Repository Manager

Now choose Entry Point Providers (under Related Areas)

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Now choose Entry Point Provider for Static Folders

Click on the New button

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Enter the following information: Name BI_Entry_Point (or any name of your choice) Targets /BI_Repository (This should be same as what you filled for the Prefix while configuring the File System Repository) Leave all the other fields as they are. Click on the OK button.

Our File System Repository has now been configured as an Entry Point in the KM.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Broadcast a BI Report using the BEx Broadcaster Using the BEx Broadcaster, we can precalculate and distribute BI Web templates, queries, query views, reports and workbooks. We can broadcast BI objects either as precalculated documents (in various formats like HTML, MHTML, MS Excel, ZIP and PDF) or online links. The distribution options include broadcasting by e-mail or broadcasting to the portal. We can call the BEx Broadcaster from various areas of the Business Explorer to distribute BI objects. For more information, see Calling the BEx Broadcaster.

Here I will call the BEx Broadcaster from an executed BI Report as shown.

Right click on the report and choose Broadcast and Export Broadcast to Portal

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

The Broadcasting Wizard opens in a new window. Click on here to open the BEx Broadcaster.

The BEx Broadcaster opens up.

The Distribution Type dropdown can be used to select whether you wish to broadcast to E-Mail or to Portal (and various other options depending on your authorizations). For our requirement, let the Broadcast to Portal option remain selected.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

The Output Format dropdown can be used to select the type of format you wish the BI object to be broadcasted in. Set the dropdown to XML (MS Excel) option. This will generate the BI Report in MS Excel format.

By default, the Target in Portal radio button is set to Export Document to My Portfolio. Change it to Export Document to Other Folder. Using the Export Document to My Portfolio option, we can store the document in the personal portfolio of the selected users. Using the Export Document to Other Folder option, we can store the document in any other KM folder.

Click on

to choose the KM folder.

A new window to Select a folder opens up. Navigate to CM Repository View and click on BI_Repository. With CM Repository View, the system generates a link in the KM folder of your choice. Under Collaboration Room, the rooms assigned to the user are displayed. The system generates a link in Knowledge Management under the selected collaboration room. Click on the Transfer button.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Now click on the Execute button to broadcast the BI Report in MS Excel format to the directory /usr/sap/BJQ /SYS/src on the Portal server.

The Schedule button can be used to schedule broadcast settings for the BI objects. Broadcasting by e-mail or to the portal takes place at a specific date and time that you specify. For more information, see Scheduling Broadcasting Settings. Now you can check in the Portal server for the MS Excel file generated from the BI Report.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

Related Content
Information Broadcasting Broadcast to the Portal SAP BI/EP Integration: Information Broadcasting

For more information, visit the Business Intelligence homepage.

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How to Broadcast a BI Report to a Directory on the Enterprise Portal Server

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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