1445293 - Steps to create a Profile using variables in Business Objects Enterprise XI 3.x

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1445293 - Steps to create a Profile using variables in Business Objects Enterprise XI 3.x

Symptom

Steps to create a Publication using variables in Business Objects Enterprise XI 3.x

Environment

  • Business Objects Enterprise XI 3.x
  • All Operating Systems

Resolution

In this scenario you need to create a group for some of the company store managers: Anderson, Barrett, and Larry. First create three new users: Anderson, Barrett and Larry. Enter the each user's username in the Full Name: field. Then create a new group called Managers and add the three new users to the Managers group.
You will use our demo universe eFashion.

You will create a profile for the Manager group using a variable in the Profile Value so they can each receive a report with their own store details.

  1. Go to the Profiles management area of the Central Management Console
  2. Click Manage > NewNew Profile.
    The Create New Profiles dialog box appears
  3. Name the profile 'Manager Profile' in the Title field
  4. Click OK
    You can now use the profile to perform the following tasks:
    - Use global profile targets to personalize the data on the universe and class level
    - Use profile values to personalize the data on the user and group level
    - Ser rights on profiles
  5. Click Manager Profile
  6. Click Actions > Profile Targets
  7. Click Add
  8. Select the webi universes\ from the Universe Name list
    Caution: There may be two eFashion universes in a default BusinessObjects Enterprise XI 3.0/3.1 installation. Make sure you select the one under "webi universes".
  9. Click Show Subfolder
  10. Select eFashion universe from the Universe Name list
  11. Click Select object from the universe to select a class
  12. Select ..Store\Store details\Name of Manager as the variable and click OK
  13. Click OK
  14. Click Profile Values
  15. Click Add
  16. Click Choose
  17. Select the Managers group, click > to move them into the list on the right side, and click OK
    Note: all the members of the Managers group (Anderson, Barrett and Larry) will be used in the bursting process
  18. Select the User full name placeholder from the Add placeholder list.
    A user can have multiple profile values. If you want to add a static profile value, you can type the value directly in the new value field. Alternatively, you can add a variable value, such as User full name. However, be aware that for this feature to work, the user must have their account name entered in the Full Name field in the user properties.
  19. Click Add
  20. Click OK
  21. Click Close

Now that you have created the profile, specified the profile value and target, you are ready to create a publication to burst a report to the recipients.

Keywords

CMC, BOXI, BO CMC, BO Infoview , KBA , BI-BIP-PUB , Publishing and scheduling in InfoView/BI launch pad , How To

Product

SAP BusinessObjects Xcelsius Enterprise 2008