Session ID: BW254 Information Broadcasting & SAP Enterprise Portal Integration with SAP BW 3.

Contributing Speakers
Bernd Krannich
SAP NetWeaver BI Development, SAP AG

Eric Schemer
SAP NetWeaver BI Product Management, SAP AG

Oliver Mayer
SAP NetWeaver RIG - BI, SAP Labs LLC

Amelia Lo
SAP NetWeaver RIG, SAP Labs LLC

SAP AG 2004, SAP TechEd / BW254 / 2

Learning Objectives

As a result of this workshop, you will be able to:

Explain Information Broadcasting Configure SAP BW to enable scheduling Configure KM in the Enterprise Portal Enable precalculation of Excel workbooks

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Overview BEx Broadcaster & Wizard Events, Time-points, Authorizations Enterprise Portal Broadcasting Setting up BEx Portfolios in EP 6.0 Workbook Precalculation

Overview Bex Broadcaster & Wizard Events, Time points, Authorizations Enterprise Portal Broadcasting Setting up Bex Portfolios in EP 6.0 Workbook Precalculation

BI Suite: Business Explorer (BEx) 3.5

Portal Integration

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User-Type Specific Information Broadcasting

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Key Functions: Information Broadcasting (I)

Information Broadcasting allows the distribution of BI information
... via different channels ... ( ) E-Mail (works independently of an EP installation, available with NW Ramp Up) ( ) Enterprise Portal ... in different formats ... ( ) HTML, MHTML ( ) BEx Analyzer Workbooks ( ) ZIP Files of different sources ( ) BI Web Applications - Dashboards, cockpits ( ) BEx Analyzer Workbooks ( ) Queries in different modes ( ) Online & pre-calculated
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Key Functions: Information Broadcasting (II)

Information Broadcasting supports different business scenarios
( ) Event based (Intelligent push) Integration into process chains
E.g. If new data is loaded into the data container (InfoCube)

( ) Ad hoc BEx Broadcasting Wizard for one-step distribution

( ) Scheduled
BEx Broadcaster
Guided scheduling times (for end users / information consumers)
Ensures system performance because of better load balancing

Scheduling at any time (for power users / administrators)

Create scheduling slots for specific user groups No time restriction and no target restriction Create pre-calculations based on the data authorizations of the target user

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Key Functions: Information Broadcasting BEx Portfolio Queries, Workbooks, BI Applications as KM Documents
KM Document: Pre-calculated query, workbook or application KM Link: Online BW report Use KM Services for:
Subscription Feedback Discussion Collaboration Rating TREX search Notes Download

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Information Broadcasting Target: Collaboration Rooms

Queries, Web Applications & Workbooks can be broadcasted into Collaboration Rooms Collaboration Rooms Services
Chat Application Sharing Notes Meeting Pad Discussion Forums

Instant Messaging My Portal Contacts

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Overview BEx Broadcaster & Wizard Events, Time points, Authorizations Enterprise Portal Broadcasting Setting up BEx Portfolios in EP 6.0 Workbook Precalculation

Launching the Broadcaster Wizard

The BEx Broadcaster Wizard can be conveniently launched from the context menu
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BEx Broadcaster Wizard Step 1

Choose distribution format.

ZIP option

The Broadcaster Wizard allows you to send queries, workbooks and web applications as e-mails or to broadcast them into the EP It contains of 4 possible steps

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BEx Broadcaster Wizard Step 2

Continue
If you choose to continue you will be able to create a new persistent broadcasting setting

Execute
If you choose execute the query will be sent immediately via E-mail or published into to the Enterprise Portal

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BEx Broadcaster Wizard Step 3

You can save a new broadcasting setting for re-use

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BEx Broadcaster Wizard Step 4

Determine the Scheduling:
Based on a data change event triggered by a process chain Based on a pre-defined time point Freely definable scheduling

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Access to BEx Broadcaster

The BEx Broadcaster is available via:
BEx Query Designer BEx Analyzer BEx Web Analyzer

As a Web Item in the Web Application Designer.

The context menu in any BEx Web Query, Workbook and Web Application
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BEx Broadcaster Settings & Immediate Broadcast

Via the Broadcaster you can create, delete and change your Broadcasting settings for BEx Web Applications, Queries and Workbooks

Change existing settings

You can also create new settings via Create New Setting or Create New Setting with the Wizard. You can also broadcast immediately from here without creating a setting.

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BEx Broadcaster - Scheduling

An existing setting can be scheduled easily via the context menu

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BEx Broadcaster - Setting Maintenance

Via Create New Setting you get to the settings properties screen You can maintain the setting properties Via Execute you can broadcast immediately Via Schedule you can determine a broadcasting schedule

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BEx Broadcaster Detailed Setting Properties

ZIP Option

Under the Recipients tab you can select the Output Format
MHTML (MIME Encapsulation of Aggregate HTML Documents ) HTML Excel in MS Office XML- Format Online Link

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BEx Broadcaster - Settings under the Receiver Tab

You can select from the list of BW Users You can select from Users within a certain Role You can type in e-mail addresses You can broadcast with authorizations of another user (if you have according authorizations) You can determine a language You can broadcast user-specific
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BEx Broadcaster Detailed Setting Properties

You can also select the Distribution Type:

Send as E-Mail Export into Enterprise Portal

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Distribution Type: Export to Enterprise Portal

You can select different text variables that will be automatically filled by the system

You have access to the EP KM Repository and can choose a KM Folder

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BEx Broadcaster Pre-calculation Tab

Pre-calculation Tab
If you have exceptions defined in the underlying queries the different defined exception levels will be displayed You can determine if the Broadcasting should only be triggered if a certain alert level has been reached

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BEx Broadcaster Filternavigation Tab

Filternavigation Tab
If you precalculate queries you can automatically generate filter navigation by choosing the corresponding characteristics In order to use this function for web templates, a navigation block item has to be included in the template If you precalculate a web template you can optionally specifiy a control query to precalculate filter navigation
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Important Backend Settings

Pre-Requisites for Broadcasting:

Internet Mail Gateway has to be customized (transaction SCOT) User e-mail addresses have to be maintained in via transaction SU01

Transaction SCOT
Here you can check the system status for currently queued outgoing e-mails

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Overview BEx Broadcaster & Wizard Events, Time points, Authorizations Enterprise Portal Broadcasting Setting up BEx Portfolios in EP 6.0 Workbook Precalculation

BEx Broadcaster - Scheduling

Depending on authorizations, end-users can schedule their Broadcasting Settings

Based on Process Chain Events Pre-Defined Time Points At any time

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Setting Up Events via Process Chains

This topic explains how administrators can create process chains that trigger Broadcasting events Setting up a process chain: Go to the menu Process chain maintenance planning view (Transaction RSPC). Press the Create button

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Setting Up Events via Process Chains I

Create a Start Process: Enter a name and a description in the appearing

Create a Variant for the Start Process

Enter a name and a description and press the Continue-button

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Setting Up Events via Process Chains II

Maintain the Scheduling for the variant press the Change selectionsbutton

Press the Date/Timebutton, enter a date and a time Press the Check and afterwards the Savebutton

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Setting Up Events via Process Chains III

Finish Start-Process Definition: Back in the Insert Start Process popup press the Choose-button Press the Process typesbutton

Select the process type Trigger Event Data Change (for Broadcaster) by dragging it to the right.

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Setting Up Events via Process Chains - IV

Maintain Process Variant:
In the process variant, define the InfoCubes/ ODS Objects for which the Broadcaster is to be started. You have the following two options:
Specify InfoCubes/ ODS Objects indirectly, using a selection of other process variants in the chain. Specify specific InfoCubes/ODS Objects

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Setting Up Events via Process Chains - V

This is an example for the first option (selection via a variant) All InfoCubes/ ODS Objects within the variants are selected

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Setting Up Events via Process Chains - VI

Connect the Start Process with the Broadcasting Process Activate & Schedule the Process Chain

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Setting Up Events via Process Chains - VII

BEx Broadcaster Scheduling:
If you start the Broadcaster for a query (or template or workbook) that gets data from an InfoProvider that has been selected in the process chain before, you can select this InfoProvider for Scheduling As soon as that InfoProvider is affected by a Process Chain, the Broadcasting can be triggered

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Setting up pre-defined time points - I

Creating Broadcasting Timepoints:
Go to the menu Define background job (transaction SM36). You can create "Broadcasting Timepoints" by scheduling jobs starting with the prefix TP_BROADCASTING_

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Setting up pre-defined time points - II

Step-by-Step:
Press the Start condition button Press the Date/Time button in the Start time screen Enter a date and a time in the respective fields, Set the flag on Periodic job and press the button Period values

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Setting up pre-defined time points - III

Set Time Period:
Choose a period based on days, weeks or months and press the Save button Back in the start time screen, once again press the Save button and press the Step button there

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Setting up pre-defined time points - IV

Press the ABAP program- button and enter the following ABAP Report RSRD_BROADCAST_ FOR_TIMEPOINT. Press the Save button Back in the Define job screen once again press the Save- button

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Setting Up pre-defined time points - V

BEx Broadcaster Scheduling:
If you start the Broadcaster for a query (or template or workbook) you will be able to select from pre-defined time points The scheduling options available to you depend on your authorizations.

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Information Broadcasting: Authorizations

New Authorization Object for Information Broadcasting S_RS_BCS. This object determines the users scheduling options
Fields:
ObjectType: Three instances: Query, Template & Workbook ObjectID: QueryID / TemplateID / WorkbookID EventType: DataChange or TimePoint EventID: DataChange - InfoProviderID TimePoint - Timepoint ID (as specified during timepoint definition)

Administrator Authorizations for Broadcasting are maintained via the existing authorization object S_RS_ADMWB The field RSADMWBOBJ has been enhanced with BR_Setting "Broadcasting Settings". The existing activities are:
03 (Display) 16 (Execute, for Broadcasting also schedule) 23 (Maintain, including delete)
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Information Broadcasting: Authorizations

This results in the following authorization checks:
Which Query / Web template / Workbook ("basis objects") can an end-user launch in the Broadcaster and maintain settings for?
Display Authorization for basis object needed

Which Broadcasting Settings of a basis object can be displayed, changed or deleted by an end-user?
Users without Admin Authorizations can do this only for their own Broadcasting Settings Users with Admin Authorizations ( S_RS_ADMWB with 'BR_Setting') can do this for all their settings (Activity for display/change will be checked)

When will an end-user be able to broadcast a setting directly? (i.e. "Execute" Button
Needs authorization to execute the basis object If he wants to pre-calculate with other users authorizations, he needs the authorization to do batch scheduling for others To run other users settings he needs admin authorization with activity execute

When can an end-user run broadcasting settings on data change events or pre-determined time points?
Corresponding authorizations in S_RS_BCS for object type and -ID of the basis object, event type & event ID are needed If he wants to pre-calculate under the name of other users he needs the authorization for batch scheduling for others
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Information Broadcasting: Authorizations

When can an end-user run Broadcasting Settings under a self determined time point?
Authorization to schedule a job If he wants to pre-calculate under the name of other users he needs the authorization for batch scheduling for others

Who can delete registrations on data change events or time points?

Every user for his settings Admin user (with activity 16) for all settings

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Overview BEx Broadcaster & Wizard Events, Time points, Authorizations Enterprise Portal Broadcasting Setting up BEx Portfolios in EP 6.0 Workbook Precalculation

Motivation for connecting SAP BW 3.5 and SAP EP 6.0 For Information Broadcasting with the Portal, BW and the Portal work together seamless as one single system
BW components are located on both the BW and the Portal server BW server components need to be able to call the Portal The Portal needs to be able to call the BW server
SAP NetWeaver
PEOPLE INTEGRATION
Multi channel access Composite Application Framework Portal Collaboration

This enables the following scenarios:

Calling of BEx Web Applications from SAP EP 6.0 BEx Information Broadcasting
via Web browser as batch job

INFORMATION INTEGRATION
Bus. Intelligence Knowledge Mgmt Master Data Mgmt Life Cycle Mgmt

PROCESS INTEGRATION
Integration Broker Business Process Mgmt

APPLICATION PLATFORM
J2EE ABAP DB and OS Abstraction

Publishing into SAP EP 6.0 from BEx Web Application Designer

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Details of SAP BW 3.5 and SAP EP 6.0

Bidirectional connection for seamless integration
From SAP BW to SAP EP
RFC Server on J2EE Engine of Portal which is callable by BW

From SAP EP to SAP BW

BW Portal components call BW via RFC BW Web Applications are called via Web Protocol (HTTP/HTTPS)

This also includes integrated security and authentication

SAP BW trusts tickets of SAP EP
Certificate of SAP EP is imported into SAP BW

SAP EP trusts tickets of SAP BW

Certificate of SAP BW is imported into SAP EP

User Mapping between BW and Portal user might be required

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Logon Method: User Mapping via Tickets

EP 6.0 / J2EE 6.40

Prerequisites
Portal and BW server must be in the same domain Certificates need to be exchanged User mapping must be maintained if Portal and BW user ids are not the same

1. Logon to Enterprise Portal

2. Portal Single Sign-On Session Cookie

User Management Engine (UME)

BW 3.5 / WebAS 6.40

3. Transfer of Single Sign-On Session Cookie No additional logon

ABAP User Management

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Step by Step: Connecting SAP BW 3.5 and SAP EP 6.0

Setting up Information Broadcasting Report RSPOR_SETUP
Central configuration tool Verification to ensure the correctness of settings Automated creation of settings for most of the steps Extensive documentation on each configuration detail

How to get there Transaction SPRO

SAP Customizing Implementation Guide SAP NetWeaver SAP Business Information Warehouse Reporting-relevant Settings BEx Web Integration in the Enterprise Portal

Procedure
Provide information on system landscape (e.g. Portal SID, Portal HTTP-Port, ) Guided setup for the different steps

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Step by Step: Connecting SAP BW 3.5 and SAP EP 6.0

Create RFC destination for SAP EP 6.0 in J2EE Engine of the Portal Create RFC destination for SAP EP 6.0 in BW system Maintain Portal server settings for SAP EP 6.0 in BW system Setup Single Sign-On in BW system Export BW certificate Import BW certificate into Portal Create BW system in Portal system landscape Configure User Management in Portal Export Portal certificate Import Portal certificate into BW Setup BW Repository Manager for documents and metadata Maintain User Mapping in Portal Apply SAP Portals Enterprise Portal Plug-In into BW system

connectivity

single sign-on connectivity single sign-on connectivity single sign-on

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Overview BEx Broadcaster & Wizard Events, Time points, Authorizations Enterprise Portal Broadcasting Setting up BEx Portfolios in EP 6.0 Workbook Precalculation

BI Broadcasting Services
Enterprise Portal 6.0
BI iViews Personal / BEx Portfolio

E-Mail
ZIP File Attachments HTML MHTML

Workbook Precalculation Services (Optional)

Windows based Service (could be an end user PC or company server)

Portal Content Catalog (PCD)

KM Content Repositories Collaboration Rooms Repository Services

Workbooks

BW 3.5 BEX Query Design, Reporting & Analysis BEx Web Application Designer BEx Broadcaster

OLAP/Metadata

BI Platform

Precalculation Services Queries & Web Templates

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KM Platform & Information Broadcasting

BEx Portfolio built with KM Flexible UI Repository Services
Search and Indexing Collaboration Subscription etc. BEx Portfolio with Flexible UI Repository Services
Collaboration Search & Indexing Discussionforums Subscription

Repository Framework
Repository Manager for CM Store precalculated web templates and workbooks Metadata Repository Manager for BI Online Queries BW Server
Access to Online BW Queries Web Applications Workbooks via URL links

Repository Framework
BW Document Repository Manager

Repository Manager CM Store

other RMs

CM Store saving precalculated web templates & workbooks

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Starting Information Broadcasting - The Role

With EP 6.0 a BW specific showcase role will be delivered to enable a quick start for Information Broadcasting com.sap.ip.bi.business_explorer_showcase You can use the delivered role & objects as they are or as a template for your own design

The portal role Business Explorer provides you with:

Business Intelligence content provided by SAP BW Various tools of the Business Explorer Suite Various possibilities to work with documents using Knowledge Management and Collaboration
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Starting Information Broadcasting - The Role The Portal Role Business Explorer contains the following elements:
My Portfolio - shows your KM-folder Personal BEx Documents (/~alias~/userhome/<user.id>/Personal BEx Documents) BEx Portfolio - shows your KM-folder Public Documents (/documents/Public Documents) BEx Web Analyzer - enables you to navigate in BEx Queries and analyze data BEx Broadcaster - enables you to precalculate and distribute BEx Queries, web templates and workbooks Collaborative BI - Contains various Knowledge Management iViews for discussions, collaboration rooms and notifications
Discussions: allow users to exchange thoughts on a particular subject or document. The basis for such a discussion can be documents and links that are provided by BEx Information Broadcasting Collaboration Rooms: enable groups of users to share information and applications. Contents of SAP BW can also be integrated Notifications: inform you about changes to a document you subscribed to (e.g. availability of a new precalculation)

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Defining iViews & Folders with the BW Layout Set

In order to visualize your KM Folders in the same design as delivered via the Showcase Role you have to create a KM Navigation iView for them and assign the delivered BW Layout Set:

Result:

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Defining iViews & Folders with the BW Layout Set

Step-by-Step Process
Create KM Navigation iView Got to Edit Layout Settings Broadcasting_prog Specify the Path to the Displayed Folder to be displayed initially /documents/Public documents Specify the Path to Root Folder (The Folder to which an enduser should be able to backstep)

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Defining iViews & Folders with the BW Layout Set

You can also set up your own iView to display a users personal BEx documents. Go through the same procedure as described on the previous slide
Create KM Navigation iView Edit Layout Settings As Path to Initially Displayed Folder specify /~alias~/userhome/<user id>/Personal BEx Documents

The Personal BEx Documents Folder is created automatically the first time a user logs on to the Portal or the first time a BW document is broadcast to the users favorites

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Overview BEx Broadcaster & Wizard Events, Time points, Authorizations Enterprise Portal Broadcasting Setting up BEx Portfolios in EP 6.0 Workbook Precalculation

BI Broadcasting Services
EP6.0 SP3 BI iViews BEx Portfolio E-Mail Attachments as .zip Files Portal Content Catalog (PCD) Portal KM Content Repositories Collaboration Rooms Repository Services HTML MHTML Workbooks

BW Server 3.5 BEX Query Design & Reporting & Analysis BEx WAD

BEx Broad caster

Workbook Precalculation Services (Optional)

Windows based Service (could be an end user PC or company server)

BI Platform
OLAP/Meta data
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Pre-calculation Services Queries & Web Templates

Workbook Pre-calculation Service

Pre-requisites:
Install Microsoft .Net Framework 1.1 (already part of Office XP) Install SAP GUI 6.20 with BEx Frontend or higher Install Microsoft Excel 2000 or higher The BW Workbook Pre-Calculation Service is delivered on the Server Components CD 6.40.
It can also be downloaded via the SAP Marketplace.

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Workbook Pre-calculation Service

Download .NET Framework
Downloadable from Microsoft http://www.microsoft.com/downloads/details.aspx?FamilyID=262d25e 3-f589-4842-8157-034d1e7cf3a3&displaylang=en

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Workbook Pre-calculation Service - Installation

Installation:
This procedure tells you how to install the SAP BW Workbook PreCalculation Service component on released Windows platforms Log on to your host with a user who has administration rights. Start the Setup Program

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Workbook Pre-calculation Service - Installation

Selecting the Installation Folder:

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Workbook Pre-calculation Service - Installation

and finish the installation

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Workbook Pre-calculation Service Service Setup

After Finishing the installation go to the Windows Services administration. Locate the Service called SAP BW PRECALCULATION Service. Double click on the service.

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Workbook Pre-calculation Service Service Settings

In the logon tab mark the checkbox Allow service to interact with desktop

Please Note:
If you try to re-start the service now, it will fail to start
You have no Systems defined yet!!

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Workbook Pre-calculation Service BW Settings

BW Settings
Now logon to the BW System that you wish to execute precalculation on. Important: You must logon from the Server/PC where you installed the software! Start Transaction RSPRECADMIN Optionally you can get there via the IMG (SPRO) Reporting Relevant Settings Press the Create button Type in a name for the server. The maximum length is 10 Chars. You can now start the Windows Precalculation Service. After starting you will see that the traffic lights will turn to green after a refresh.

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Workbook Pre-calculation Service - Broadcaster

The pre-calculation service will now be available via The BEx Broadcaster

Step 3 Step 2

Step 1

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Information Broadcasting

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Load Balancing options

Load balancing is available via Server selection options while defining a precalculation package
Load balancing is made available via the Select Automatic
During package execution BW selects the next free server, or waits until one is free.

Additionally there is the possibility to use one server for one or more BW Systems

SAP BW 3.5+: Server selections can be restricted by Security object

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In depth: Log files

Backend-Traces: TCODE SLG1 - Object BW_XLWB, sub-object PREC Frontend Traces displayed in LOG-Framework at Backend
Language-dependent, easy to use

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Plans for the future Implementation of Multi-Instance pre-calculation

more than one Excel-instance running at the same time

Enhanced Variable Handling (Select values for Variables)

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Summary Information Broadcasting is available to a wide range of users Information Broadcasting makes important business information readily available to the end user via the Enterprise Portal Information Broadcasting leverages existing KM and Portal functionality

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Further Information
Public Web:
www.sap.com SAP Developer Network: www.sdn.sap.com Business Information Warehouse SAP Customer Services Network: www.sap.com/services/

Related SAP Education Training Opportunities

http://www.sap.com/education/

Related Workshops/Lectures at SAP TechEd 2004

KM101, SAP Knowledge Management in SAP NetWeaver: An Overview, Lecture

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SAP Developer Network

Look for SAP TechEd 04 presentations and videos on the SAP Developer Network. Coming in December. http://www.sdn.sap.com/

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Questions?

Q&A
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Feedback
Please complete your session evaluation. Be courteous deposit your trash, and do not take the handouts for the following session.

Thank You !

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Copyright 2004 SAP AG. All Rights Reserved

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