BOXI r3 Basic User Guide

Business Systems Business Objects User Guide

Document Name BOXI 3 New Starter.doc

Version 0.01

Date of Issue

Author Liza Layne

BOXI r3 Basic User Guide.docx

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Version Control

Date Version Author Comment


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Table of Contents

1 INTRODUCTION ................................................................................. 5

1.1 BACKGROUND ................................................................................... 5 1.2 INTENDED AUDIENCE .......................................................................... 5 1.3 PURPOSE ........................................................................................ 5 1.4 SCOPE ........................................................................................... 5

2 LOGGING IN AND LOG OUT ................................................................ 6

2.1 GETTING ON TO BOXI 3 ...................................................................... 6 2.2 LOGGING OFF ................................................................................... 7

3 OVERVIEW OF BUSINESS OBJECTS INFOVIEW .................................. 8

3.1 GETTING STARTED ............................................................................. 8 3.2 KEY TOOLBAR OPTIONS ........................................................................ 9 3.3 NAVIGATING TO A DOCUMENT .............................................................. 10 3.4 REFRESH DOCUMENT ......................................................................... 12 3.5 PRINT A DOCUMENT .......................................................................... 13 3.6 SAVE AN INSTANCE OF THE REPORT ....................................................... 14 3.7 REFRESH A REPORT WITH PROMPTS ........................................................ 16


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1 Introduction

1.1 Background Business Objects XI 3 is the standard reporting tool within LNE. This document is designed to allow new starters get up and running quickly without the need for further involvement from the Business Systems team.

1.2 Intended Audience This document is aimed at new members of LNE who have not used our reporting system before but who have access to refresh reports.

1.3 Purpose The purpose of this document is to provide a set of basic instructions to get the new starter up and running.

1.4 Scope The document will explain how to log on to BOXI 3, navigate to a document, refresh, print or save a copy of the document.


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2 Logging in and Log out

2.1 Getting on to BOXI 3 Open a blank windows internet explorer and in the address bar enter http://uklhcbob02:8080/InfoViewApp/logon.jsp

Either click on the green arrow to right of the address bar or press the Enter on the keyboard.

The following screen should appear:

Enter the password into the password box that you use to log on to Windows with. Please note that you may have to change the user name to your username, but it will be in the same format as the one above. If your login is unsuccessful, you will get the following message:

Account Information Not Recognized: Active Directory Authentication failed to log you on. Please contact your system administrator to make sure you are a member of a valid mapped group and try again. If you are not a member of the default domain, enter your user name as UserName@DNS_DomainName, and then try again. (FWM 00006)

This means that you have either: Entered an incorrect user name

Entered an incorrect password

http://uklhcbob02:8080/InfoViewApp/logon.jsp


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Not been set up on Business Objects yet The last one is not likely because part of the process of setting a user up is to send this document out to them. Please email the email group “UK IT UKD

Admin” for assistance.

2.2 Logging off

Click Log Out

Click ok.

You will be logged out of Info View and login page is redisplayed.


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3 Overview of Business Objects Infoview

3.1 Getting Started Once you‟re logged on, you will be greeted with the following screen:

InfoView is divided into two panels:

Header Panel The Header panel displays the logo and the user name of the account that you used to log on to InfoView. Workspace Panel The Workspace panel displays InfoView content. This is where you can view, schedule, and modify objects, set your InfoView preferences, browse the

Document List, and so on. The toolbars and other features of the Workspace panel change according to your current task.


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3.2 Key Toolbar options

The key toolbar options are illustrated below, they will covered further in this document.

Close document.


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3.3 Navigating to a document

The panels within infoview offer you two ways to view documents. In the Header Panel, document list can be selected to list all available documents. In the workspace panel, document list will display a list of available documents.

By default Business Objects will open to show 3 folders My Favourites, Inbox and Public Folders.

In this example we will be viewing a document within Public Folders, however if you had documents in either your inbox or my favourites folders‟ you would simply double click on their icons.

Simply click on the „+’ next Public Folders, to view the contents of this folder.


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This will show which folders are available, in this example the user has access to the folder Test.

Click on the folder Test to display a list on reports available within this folder.

There are two sample reports visible. Double click on Sample Report, which will open the report.


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3.4 Refresh document

On opening a report, it will need to be refreshed.

To refresh the report, click on the icon Refresh Data.

This report consists of 4 pages, to view the next page click or to view the last

page click


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3.5 Print a Document

Documents are not sent directly to the printer; Business Objects generates an adobe acrobat document which can then be sent to the printer.

On clicking the print button , Business Objects automatically creates a PDF document which be reviewed before sending to the printer.


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Clicking Open will open up the document within adobe reader, it now can be

printed by clicking on the print button.

3.6 Save an instance of the Report An instance or copy the report which has been run can be saved to your computer

formatted as an excel document or a PDF file. Click on the down arrow next to the document and click on the option “Save report to my computer as”.

For example, to save as an excel.


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The file will be downloaded and offer you the option to open immediately or to save to a location of your choice.


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3.7 Refresh a report with prompts

In the folder Test, open Sample Report 2 and click refresh.

This report allows for the report to select only employees in a specific department

or departments. The top box displays the prompt description, Enter value(s) for Department:

The last time this report was run the values visible „E-Commerce; Finance; Human Resources; IT’ were selected. Firstly to select a department, the values need to be cleared.

Highlight the values

and then click on to remove from the box.


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To select all employees in Legal, Logistics and Management, highlight and then click on the > to finalise selection.

The Run Query button is now no longer greyed out, . Click on this to refresh the document.