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    2005 Wellesley Information Services. All rights reserved.

    Distributing Reports With SAPInformation Broadcaster: Dos,Donts, and Real-world Lessons

    Dr. Bjarne BergComerit Inc.

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    What Is BEx Information Broadcasting?

    Its a standard part of SAP BW 3.5 and higher

    It lets you send reports, i.e., Bex Queries

    Workbooks

    Web Applications

    To...

    Email addresses, BW users, BW roles

    SAP Enterprise Portal Knowledge Management folders

    SAP Enterprise Portal Collaboration Rooms

    You can define and deploy iViews based on the resulting KM /

    Collaboration documents, if you wish!Note

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    Why Is Broadcasting So Valuable?

    It...

    Reduces the time users spend looking for information Improves the like likelihood that users will use your BI data

    Expands the reach of BI data to non-BW users as well!

    Particularly, non-BW users

    Makes BW data available for users on the go

    Lets you link your BW and Portal systems together!

    Users can collaborate, integrate BW content with other

    enterprise and Web content, etc.!

    Casual users, non-BW users, travelling users,

    and executives are all prime candidates for

    broadcasted reports!Note

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    Different Needs and Tools

    Flat Reporting Formatted

    Print

    Form based

    Static

    Predictable access

    OLAP ReportingDrill Down Slice and Dice

    Analyse

    Data Mining

    Search and discover

    KPI & ScorecardFormatted

    Simple

    Easy to view

    Limited nav Aggregates

    The information needs of the user communi ties are diff erent

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    What Well Cover

    Overview

    The Broadcast Wizard

    Scheduling by PowerUsers via BEx Broadcaster

    Broadcasting to the Portal

    Broadcaster Advanced Options

    How to make it work in practice

    Wrap up

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    The Broadcast Wizard - ad hoc scheduling

    You can access the Broadcast Wizard from the context menu in a query

    The Broadcast wizard is a

    tool for end users to

    distribute queries, andworkbooks to single

    individuals or larger

    audiences through email

    or the enterprise portal

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    Step 1 Choose an Output Format

    Independent HTML file

    We can use this option to send a single HTML file (standard static web page).This is an easy way to send webpages that can be used by handheld devices

    (i.e. Blackberry or PocketPCs), and also by custom web applications.

    The report is a snapshot vs. "live" data

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    Step 1 Choose an Output Format (cont.)

    HTML as Separate MIME Files

    This option results in a set of individual files

    for each web item in your report.

    The benefit of this standard web format

    option is that it optimizes reuse of objects,

    as images are cached in the browser after

    being accessed for the first time.

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    Step 1 Choose an Output Format (cont.)

    Online links back to current Data

    The link back to the on-line source (requires recipients to log on with a username and

    a password to see the content, but can see the latest data). This is the most securemethod for protecting the access to your date. However, the recipient must have on-

    line access back to your system, have a username and password.

    The recipient may not see the same as what you believe you sent him,

    since the data may have been refreshed since you sent the broadcast.

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    Step 1 Choose an Output Format (cont.)

    Depending on how

    your mail system is

    setup, this is what

    a recipient of an

    on-line web linkmight see.

    Text can also be

    added by the

    sender

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    Step 2 Identify Recipients and Enter a Message

    Enter one or more email

    addresses, a subject, and

    body.

    The 'importance' level

    will flag the email for

    delivery to your recipient.

    Click Cont inueto save

    and schedule the

    broadcast to execute

    laterOR

    Click Scheduleto executethe broadcast once only,

    during the next available

    processing window and

    exit...Adding comments in the 'contents' area wil l make the

    query much more understandable to your recipient

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    Step 4 Tell the System When to Schedule the Broadcast

    We can schedule the job

    to run every time the

    infocube is changed (the

    process chain has run)

    We can limit the users to

    when they can schedule

    jobs to avoid stress on the

    system. We can providemultiple pre-defined times

    when they can schedule the

    reports.

    We can also allow the

    users to create their ownscheduling times (Only

    authorized users see this)

    Setting up pre-defined

    'windows' of time is a

    developer's job.

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    Broadcast Wizard Demo

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    What Well Cover

    Overview

    The Broadcast Wizard

    Scheduling by PowerUsers via BEx Broadcaster

    Broadcasting to the Portal

    Broadcaster Advanced Options

    How to make it work in practice

    Wrap up

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    The BEx Broadcaster

    BEx Broadcaster is another way you can access tools to broadcast queries,

    workbooks and web apps. It is typically given to the powerusers or developers,

    since it have more options and requires slightly more skills.

    You can get to the BEx Broadcaster through:

    The Query Designer

    The Web Application Designer

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    Regular Scheduling by PowerUsers using BEx Broadcaster

    Through the regular BEx Broadcaster more advanced users or developers can

    broadcast content to specific BW users, roles, email addresses or email groups andset language. You can also make the broadcast user specific.

    Another feature is that you can authorize access through another user (if permitted).

    The output formats are the same as in the broadcast wizard.

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    BEx Broadcaster - Exception Reporting

    First you have to definethe exceptions for the

    query and make the

    exception 'active'.

    If a certain exception has

    occurred, or if a certain level hasbeen reached, you can make the

    broadcaster send you an

    exception report.

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    BEx Broadcaster - Exception Reporting

    In BEx Broadcaster we can select the pre-calculation tab and ask to be alerted onlywhen we reach a certain minimum level of the exception.

    Key concepts: Don' t spend time moni tor ing 'business as usual'

    activi ties, only get alerted when exceptions occur And don' t

    search for exceptions, send them automati call y to you.

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    BEx Broadcaster - Filters

    If you pre-calculate the queries, you can allow the recipient to navigate the reports by the

    characteristics you select. When doing so, you have to include a navigation block in the

    web template so that user can actually use the navigation features you have enabled

    The more items you include, the larger the size of the broadcast

    items. Thi s is not a 'big-deal' if you are mail ing to a few of users, but

    for thousands of users dail y, you should select these items carefu lly.

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    BEx Broadcaster - Filters

    If you pre-calculating a web template, you have the ability to specify a control query to

    be used in the pre-calculation of the navigation filters. This is a great feature, when

    you have specific queries that contains the navigation filers that you want tobroadcast.

    The benef i t of the Fi lter Navigation tab is that you can select which

    items you want to enable, without having to create new quer ies.

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    BEx Broadcaster - Web Application Designer and Portal

    You can also use the web application designer to pick up queries and publish the

    applications to the portal or the BEx Broadcaster

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    What Well Cover

    Overview

    The Broadcast Wizard

    Scheduling by PowerUsers via BEx Broadcaster

    Broadcasting to the Portal

    Broadcaster Advanced Options

    How to make it work in practice

    Wrap up

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    Why Broadcast to the Portal vs. Email?

    More powerful

    Users can comment, rate, and discuss the broadcasted assets You can place the assets in iViews on cockpits/dashboards

    You can integrate the assets with other Portal content!

    Portal users without a BW user id can now access BW content

    Broadcasted assets are included in TREX searches More user friendly

    Users can subscribe/unsubscribe themselves!

    Easier, more flexible administration

    You can leverage the Portals access control lists/capabilities

    No email address lists to maintain - users sub/unsubscribe

    Avoids the email glut, and the BW/network performance hit!

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    Broadcasting to the Portal

    The Broadcast options are similar to the email distribution. You have several choices:

    1 - Deploy via KM Favorites 4 - Deploy via the BW Showcase role

    2 - Deploy via a KM Folder 5 - Deploy via a custom iViews that you define

    3 - Deploy Via Collaboration

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    Using BEx Broadcaster to send items to the Portal

    You can broadcast the content to the portal at fixed intervals and have the contentinstantly available through independent web pages. You can also broadcast to the

    portal through links back to your system

    There is a demo role available in SAP Enterprise Portal version 6.0. You can use

    thi s role for your publi shing to the portal or enhance it anyway you like.

    The role is avai lable undercom.sap.ip.bi.business_explorer_showcase

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    Sending items to a KM folder, Content directory or iView in the Portal

    KM Folders and Portal roles appears as

    targets within the Broadcast Wizard and Bex

    Broadcaster...

    You broadcast the content to a personal

    portfolio of a user, or a portfolio shared by a

    set of users i.e. knowledge management

    folders.

    You can see all KM folders and broadcast

    directly to any of them.

    Users can subscribe to the broadcasts and be

    notified when the content is updated:

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    Deploy Via the BW Showcase Role

    You dont have to go

    through KM orCollaboration...

    Use the special SAP BW

    Showcase Role

    com.sap.ip.bi.business

    _explorer_showcase

    You can use this role for

    your publishing to theportal or enhance it

    anyway you like.

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    What Well Cover

    Overview

    The Broadcast Wizard

    Scheduling by PowerUsers via BEx Broadcaster

    Broadcasting to the Portal

    Broadcaster Advanced Options

    How to make it work in practice

    Wrap up

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    Why is Broadcasting so all encompassing?

    BW is an integrated

    decision support

    system with a high

    degree of flexibility.

    Therefore the

    broadcaster has to

    function for a varietyof purposes and for a

    diverse audience.

    Today, broadcaster

    supports everythingfor portals, PDAs,

    alerts and email to

    caching and

    Knowledge

    Management.

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    Bex Broadcaster

    Bex Broadcast

    Wizard

    Broadcast Process Flow Three Key Avenues

    Job added toSAP BW JobScheduling

    Broadcastsent immediately

    to the Portalor Email

    Broadcastregistered

    with BW Alerting

    Portal

    Collaboration RoomPortal KM Folder

    Email

    Recipients

    Broadcasttools

    Broadcastengine

    Broadcasttargets

    Event triggersfor broadcasts

    One-time, immediatebroadcasts

    ScheduledBroadcasts

    1 2 3

    S it d E ti

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    Security and Encryption

    Controlling who can schedule ad-hoc, or through the BEx Broadcaster is a

    critical maintenance issue. You can control the user's ability to schedule the

    reports, through the new authorization object S_RS_BCS (the administrator stilluses the standard S_RS_ADMWB object).

    You also have new broadcast settings for the RSADMWBOBJ field. These

    settings include: Maintain/Delete (23), Display (03) and Execute/Schedule (16).

    Activate Secured Socket Layer (SSL) 2.0 or

    higher in your browser and use HTTPS as a

    protocol for you browsers to encrypt and secure

    your web content. This is not an SAP function,

    but standard M icrosoft browser web options.

    P h i d Ti i t

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    Process chains and Timepoints

    You can also assign broadcast event to process chains. First you create a variantwith and assign it to the infocube. The event in the process chain will trigger the

    broadcast event.

    Creating timepointsBackground jobs can be created (transaction SM36) to schedule any jobs startingwith the text "TP_BROADCASTING_". This is to allow users to broadcast at certain

    time points. Under SM36 start the condition,select the date and time when the job starts,select the periodic flag and defineit as hourly, daily, weekly, monthlyor other.

    Timepoints contr ols when end users can

    schedule broadcasts. This is used to avoid heavy

    schedul ing dur ing data loads or times when

    many users are accessing the systems.

    C ti Ti i t

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    Creating Timepoints

    Creating timepointsBackground jobs can be created (transaction SM36) to schedule any jobs starting

    with the text "TP_BROADCASTING_".

    Creating Timepoints

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    Creating Timepoints

    Broadcasting using the Reporting Agent to external applications

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    Broadcasting using the Reporting Agent to external applications

    You can also use the traditional reporting agent to mail pre-calculated reports to avariety of targets including 3rd party portals such as Plumtree.

    Workbook pre calculation what do you need?

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    Workbook pre-calculation - what do you need?

    Use transaction RSPRECADMIN in the BW administrator workbench to

    get to the pre-calculation settings. You also need one server with:

    1. MS-Office XP (or .net framework version 1.1 or higher)

    2. MS-Excel-2000 (or higher)

    3. SAP BW workbook pre-calculation services (on standard BW install

    CDs). Note: servers with this installed will be visible under the transaction 'RSPRECADMIN' andyou can also perform server load balancing.

    4. GUI v. 6.20 with BEx (or higher)

    This is not needed for standard

    broadcasting of web queries or web

    appli cations, only for workbooks.

    Cool programs for Managing Broadcaster

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    Cool programs for Managing Broadcaster

    There are some programs that can help you manage the SAP BEx

    Broadcaster :

    RSRD_BOOKMARK_REORGANISATION is a program which can be used

    for reorganizing and deleting bookmark IDs and view IDs that werecreated for Information Broadcasting by the system and are no longer

    needed.

    RSBCSRE03 - Deleting email logs created by broadcaster.

    I n large BW systems with many users and frequent

    broadcasts, the logs can be really big and should be

    deleted per iodical ly

    Transaction codes for Managing Broadcaster

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    Transaction codes for Managing Broadcaster

    You also have transaction codes for helping you debug and monitor the

    logs in SAP BEx Broadcaster:

    Transaction Codes

    RSRD_LOG - This displays all logs for BEx Broadcaster settings. Logs

    are only written for scheduled settings and not for settings executed

    directly.

    RSRD_START - Using transaction RSRD_START, you can execute (and

    therefore debug for test purposes) any settings. Make sure that the

    indicator for executing settings online is activated.

    P t l I t ti I

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    Portal Integration - Issues

    If you broadcast to your own web "report center" that users can acess form the portal, the

    portal takes control of the pages hosted by BW. This prohibits interaction between

    pages contained within the frameset by changing the document.domain property of thelaunched page

    Understanding Try/Catch :

    http://www.devguru.com/Technologies/ecmascript/quickref/try...catch.html

    More on Cross Frame Scripting With IE :http://msdn.microsoft.com/workshop/author/om/xframe_scripting_security.asp

    The SolutionMust be addressed on the

    frameset page

    Place this function in theframeset ONLOAD event

    Soultion by David Cole

    Wh t W ll C

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    What Well Cover

    Overview

    The Broadcast Wizard

    Scheduling by PowerUsers via BEx Broadcaster

    Broadcasting to the Portal

    Broadcaster Advanced Options

    How to make it work in practice

    Wrap up

    D idi Wh Sh ld B All d t D Wh t G i C il

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    Deciding Who Should Be Allowed to Do What - Governing Council

    Powerusers

    Regularusers

    Authors DevelopersBW

    Admins

    PortalEmail

    Process Chains

    Schedule usingpre-set timepoints

    Free schedule

    One-time

    Bex BroadcasterBex Wizard

    Scheduling

    Tools

    Target

    - /

    - /

    -

    -

    - - -

    -

    - /

    There are many options and decisions to be made on who should be able to access

    all the Broadcast features. A good approach to decide how gets access and also

    when to create any timepoints is to create a Governing Council of a few managersand developers

    Spam filters and server blockers

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    Spam filters and server blockers

    Users that create a high volume of emails may be automatically blocked by spam filters inthe browsers and mail servers. You will have to make sure that the internal email systemhave flagged you as a valid email broadcaster.

    Review regularly that mai l systems such as Yahoo, Google, AOL,

    M icrosoft and others have not f lagged al l your emails as spam.

    Management of Timepoints

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    Management of Timepoints

    Be careful to not add all your broadcasts

    to the end of process chains. Large

    systems with hundreds of infocubes maybe 'bogged down' with lengthy process

    chains that slows down the whole load

    processing.

    Good timepoints may be 6-8 am when

    the load jobs are finished and before a

    large numbers of users accesses the

    system.

    The key is to balance the times when jobs can be executed. If this is not carefully,

    all users tends to schedule their broadcast between 7 and 9 am each morning.

    Another good time may be at the end of weekly, or monthly loads on theweekend (i.e. Saturday or Sunday mornings).

    Avoiding Volumes of Junk

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    Avoiding Volumes of Junk

    Users have a tendency to schedule queries for distribution and never disable the

    schedule after it has started to run. This creates mountains of junk that few actually

    use.

    Users who don't want a broadcast tends to simply

    delete it, or create a program/agent that automatically

    removes the email.

    So, how do you know if anyone reads the broadcasts?

    A process to review and control internal "spam-kings'

    have to be established. Hint: use the transaction codes

    'SCOT' and 'SOST' to monitored SMTP mails.

    A periodic review of scheduled broadcasts

    should be performed by the developers to see

    if there are any candidates for deletion.

    Push Vs Pull - Change in Mentality

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    Push Vs. Pull - Change in Mentality

    Users have a to change their mentality to stop reviewing everything that is

    'business as usual'. The Push mentality requires that users plan for what is

    important to them and set up fixed sets of reports that are used to manage thebusiness.

    In general the push approach reduces the time users spend looking for

    information and provides them with more time to examine data that really

    matter to them.

    You should carefully consider using the BEx Broadcaster for the core reporting

    that is done through any handheld computer devise. This will simplify the

    security setup and also increase the speed of any report (will be viewed on thedevice instead of accessing back to the source system through limited

    bandwidth).

    Casual users and executives are prime

    candidates for broadcasted reports

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    Exception Reporting Demo

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    Exception Reporting Demo

    What Well Cover

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    What We ll Cover

    Overview

    The Broadcast Wizard

    Scheduling by PowerUsers via BEx Broadcaster

    Broadcasting to the Portal

    Broadcaster Advanced Options

    How to make it work in practice

    Wrap up

    "Sneak peek" at Broadcaster in BI 7 0

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    Sneak peek at Broadcaster in BI 7.0

    New Object Types Query Views

    Formatted Reports

    New Distribution Types Master Data based broadcasting- Broadcast

    to recipients derived from BW master data

    and optionally adapt the output format foreach recipient

    Exception broadcasting - Create Alertsettings based on defined exceptions

    Integration into SAP Alert Framework & UWL

    New Output Options Printers PDF Files Cache

    Source: SAP AG

    7 points to take home

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    7 points to take home

    1. Do not schedule all your broadcasts after a process chain has completed. Itis tempting but may slow down nightly data loads.

    2. Control the times users can run reports to avoid too high stress on thesystem.

    3. Segment the broadcast tools based on the user roles and level of training.

    4. Monitor the logs carefully and make sure that "spam-kings" are controlled.

    5. Do not give free scheduling to a high number of users.

    6. Be aware that spam filters may catch many of your broadcasts.

    7. Broadcasting to a portal simplifies the distribution, but be careful with linksto workbooks.

    Resources

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    Resources

    SAP Developer Network

    "New BI Capabilities in SAP NetWeaver" Version 2.0, June 30, 2005

    Broadcasting with SAP NetWeaver '04, Eric Schemer, Glenn Leslie

    and Oliver Mayer -- TechEd 2004.

    Information Broadcaster with SAP BW, Katie Beavers,https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/com.sap.km.cm.docs/library/events/asug-biti-

    03/Information%20Broadcasting%20with%20SAP%20BW

    BW Expert (bwexpertonline.com)BEx Information Broadcasting in SAP BW 3.5 Puts Users Front

    and Center, Glenn Leslie, August 2005

    Your Turn!

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    Your Turn!

    Dr. Bjarne [email protected]

    Questions?