Broadcast to the Portal 

Use

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 precalculated documents or online links in a collaboration room or in a KM folder.

The Personal Documents and Public Documents KM folders are particularly useful. 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. For more information, see Functions for Objects in Folders.

If you use the collaboration functions, you can hold discussions with colleagues or work together in collaboration rooms on the basis of the precalculated documents or online links. Using subscriptions, you can be automatically notified of any changes to a document. For more information, see Collaboration with Other Users and Working with Virtual Rooms.

Prerequisites

You selected Broadcast to Portal as the distribution type when you created the broadcast setting.

Features

For the export to the portal, you make settings on the following tab pages:

Target in Portal

You can choose from the following setting options:

●      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). For more information, see Use of Text Variables.

●      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.

If you want to distribute the broadcast setting immediately, the system generates the document using the authorizations and settings of the current user who is logged on to the system and who defined the broadcast setting.

●      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.

If you want to distribute the broadcast setting immediately, the system generates the document using the logon language of the current user who is logged on to the system and who defined the broadcast setting.

●      Export Document to: You can store the document in the personal portfolio of selected users or in any other KM folder.

○       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.

If you schedule the broadcast setting for background processing (for example, for a specific time), you can generate the document as user-specific. The system generates the document for each of the specified recipients using their personal settings (date format, language) and data authorizations.

If you want to distribute the broadcast setting immediately, the system generates the document using the settings of the current user.

○       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.

The input help is an iView that displays the My Portfolio, CM Repository View, and Collaboration Room views.

With My Portfolio, the system generates a link in Knowledge Management under the user’s personal folder (/~alias~/userhome/<user.id>).

With CM Repository View, the system generates a link in the KM folder of your choice.

The rooms assigned to a user are displayed under Collaboration Room. The system generates a link in Knowledge Management under the selected collaboration room.

Your system administrator must set up KM folders and collaboration rooms in the portal so that you can choose these from the input help as the target. A KM folder can also be a directory in the file system. For more information, see Setting Up Broadcasting to the Portal.

Texts

You can specify values for the following:

●      Display Name: Enter the name manually or using a text variable (by choosing  with the quick info text Attach Text Variable). The document is displayed under this name in the portal, for example in the BEx Portfolio.

●      Importance: Choose the importance (low, medium, high) that is to be stored as a property of the document and then displayed in the portal, for example in the BEx Portfolio.

●      Description: Enter a short content-based description of the document or select a text variable (by choosing  with the quick info text Attach Text Variable). This description is stored with the document and displayed in the portal, for example in the BEx Portfolio.

More information: Use of Text Variables

 

You can also make settings on the Filter Navigation, General Precalculation, General Link Generation, Layout, and Header/Footer tab pages. The tab pages are context-sensitive and are displayed depending on the selected output format. For more information, see Filter Navigation, General Settings for Precalculation and the Creation of Links, and Creation of Print Versions of BI Applications (with the PDF output format for the Layout and Header/Footer tab pages).