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Report Bursting in HP Service Health Reporter

Guest Blogger (HPE-SW-Guest) on ‎05-16-2014 05:26 PM ‎03-10-2015 06:04 PM Warren_Admin

 

Blog by Krishna Rao, HP Service Health Reporter R&D

 

HP Service Health Reporter offers report users the capability to publish and schedule reports according to one’s profile - this feature termed as Report Bursting is an important one. You can use the bursting technique to make the task of generating multiple personalized report instances easier and scheduling them much simpler. For example, if you have a single report that you need to provide in a personalized format to different departments or regions, it would be very beneficial if the report consumers can receive reports in their inbox daily that only contains results relevant for them.  This would save the hassle of manually running a report each day and manually entering in parameters, which is quite cumbersome.

 

Using a feature called Publications in Business Objects we can distribute the reports to mass audience through Email, ftp location, BUSINESS OBJECTS inbox and shared drive as per user access.

 

What is a Publication?

A “publication” is a collection of documents intended for distribution to a mass audience. Before the documents are distributed, the publisher defines the publication using a collection of metadata. This metadata includes the publication source, its recipients, and the personalization applied.

Publications can help you send information through your organization more efficiently:

 

  1. They allow you to easily distribute information to individuals or groups of users and personalize the information each user or group receive
  2. They minimize database access by eliminating the need for users to send process requests themselves.  

You can create different types of publications based on Web Intelligence documents.

 

Report Bursting via Publications

 

During Publishing, the data in documents is refreshed against data sources and personalized before the publication is delivered to recipients. This combined process is referred to as “report bursting”.

 

The ability to publish and schedule reports according to one’s profile is an important feature that we have in Business Objects.  For example, if I am a Location manager for the Bangalore region and want to receive a daily report on inventory, it would be very beneficial if I can receive a report in my inbox daily that only contains results for the Bangalore Region.

 

 

What are the pre-requisites for Publishing?

 

  1. E-mail configuration should be enabled in Business Objects
  2. Data should be available in the SHR database

 

In this blog, we will have a step by step walkthrough on scheduling and bursting Web Intelligence reports as well as creating user/group profiles.

 

  1. Creating a sample report

Let us take an example of a custom report created off the out-of-the-box System Management universe of SHR.

  1. i) Login to InfoView (http://<SHRservername>:8080/InfoViewApp) as the admin user
  2. ii) Click on Document List.Click on New. Select Web Intelligence Document. Select Universe.(Here we selected the SHR universe ‘SystemManagement universe-Model Generator’)

Drag  Location name, Queue Length Exceptions(tct Run Queue), CPU utilization (tct CPU Util), Memory Utilization (tct Mem Util), Swap utilization (tct Swap Util) objects  from the  NodeResource  cube and put condition for Location Name object and set the prompt type. See below image :

 

 

Refresh the report, provide all location names when prompt asks for (enter Values(s) for Location.

 

Save the report with appropriate name and folder. ( Note: we will refer this report name later in  below sections )

 

We can observe here that this report shows Queue Length Exceptions, CPU utilization, Memory Utilization, Swap utilization by each location.

Now we need to distribute the report based on data belonging to different users. For example, Bangalore region users should see only the data that belongs to Bangalore region and Chennai users should see only the data that belongs to Chennai Region.

 

  1.   Setting up profiles and creating users and groups

This stage involves setting up the profiles that we will use in a publication. Also, it involves creating users and groups from the Business Objects Central Management Console (CMC) .  

 

2.1 Create Users and Groups

Log in to CMC (http://<SHRservername>:8080/CmcApp) with Admin credentials. Click on “Users and Groups”. Click on “Create user” and provide the details of the user and click on create and close button. Similarly perform the steps for creating a 2nd user. See screen shot for the same as shown below and provide the email-address also ( in case you require to send the report by email). 

 

 

For example we have created 2 users named SMUser1 and SMUser2. We can also create groups and assign the users to these groups.

 

 

We would like to remind you that we do have a detailed technical whitepaper on “Managing Users and Groups in SHR” posted at https://hpln.hp.com/node/19476/attachment on these Community pages - do check it out!

 

2.2 Create Profiles

 

Go to the “Profiles” section in CMC and click on the “Create new profile” button.  Name the profile “Location Profile” as shown in below screen shot.

 

 

2.3 Set the Profile Targets

 

Right click on your newly created profile. Select Profile Targets.

 

Click the Add… button.

Click on Universe Name drop down.

Select the folder name (which is same as content pack name). Click on Show Subfolder button. 

Now select appropriate universe name.

Click on Select Object from the universe button.

Select the dimension object, this object should be on which we want to distribute data. [Here for example we selected “System Management Universe” and the Location object.]

 

 

Click on OK and also Click on OK button for Profile Targets.

 

2.4 Set the Profile Values

 

Click on Profile Values and then click on the Add… button as shown in below image.

 

 

Next click on the Choose button beside the User/Group to select the appropriate user group.

 

 

On the Group selection screen, select “SMUser1” followed by the “>” button.  Then press the “OK” button.

 

 

Assign Location Values which belongs to SMUser1.  To do this, Under “New Value” type the Location name  which  SM user1  interested  to see data (exactly same as how it is stored in the database) and press the Add button, one at a time until you have the list of all SMUser1 Locations built. When you are finished, press the OK button.

 

 

Now, we need to build a profile for SMUser2.  Click on the Add button and follow similar steps as we did for the SMUser1 as mentioned above.  When we are done adding SMUser2 Profile values, it should look like the image below.

 

 

Click on the “Close” button.

 

  1.     Setting Up Publications

You can either create a publication either in CMC or InfoView.  In this example we’ll create it in InfoView as follows:

 

  • Login to InfoView (as http://<SHRservername>:8080/InfoViewApp) and Click on Document List followed by Public Folder
  • Navigate to the folder where we are going to create the publication.  It is best practice to come up with an organized publication structure if you have many different types of publications.
  • Right click on the folder where you want to create the publication. Select New Publication.
  • Name your publication and provide the Description.

 

 

Click on Source Documents and the Add button. Select the WebI Report that we had created (as per steps detailed formerly under the section of Create a Sample report) - click on OK button.

 

 

Click on Enterprise Recipients and add users SMUser1 and SMUser2. Select the users and then press the > button

 

 

 

A Note on Enterprise Vs Dynamic Recipients

 Dynamic Recipient: - Primarily is aimed at sending to someone outside of your network or if you dont want to have maintenance headaches for users/groups/profiles/security and so forth.

Enterprise Recipient: - From the name itself it can be understood that this capability is specifically targeted for Enterprise Users wherein all the information regarding them are present in the system while creating the users. Reports for these kind of users can be sent to Business Objects Inboxes, File System, Email ID and so forth.

 

We can skip the Dynamic Recipients section as this is used mainly for Crystal Reports. 

In the Personalization section we have to add the profiles that we created in the Step “Setting up Profiles and create users and Groups

 

Note: We don’t use Local Profiles here, however if we do want to use Local Profiles, you can setup a profile that only has Profile Values and no Profile Target, and use those values here instead.

Also Note: Important reminder that profiles can only filter on dimensions existing in the report and not the Location query filter prompt that we created!

 

 

In the Format section we can select the type of format we want to distribute the report in.  In our example we will distribute the report to users which we selected (SM User1, SM User2) in PDF format as well Web Intelligence format.

 

Note: There are a variety of destinations that we can burst the report to.  The most popular options are Business Objects Inbox and Email.  In our example we will burst to the Business Objects Inbox as well as Email.

 

Select the destination. For example we have specified “Email” in the below image. (In the “To” Field  select Email_address from “Add Placeholder” combo box; this email address value will be picked up from each user which we created (email address also).

 

 

Now we can setup the scheduling portion by going to the “Additional Options” section. On the Prompts section we will select all Location values for the location Name irrespective of each user locations.  Note that this can only be a static value unfortunately.

 

 

Click on “Recurrence” and select the frequency at which you want to get the data; here in the below example we will set our report to burst daily at 6am.

 

 

Now click on “Save & Close” button.

 

We can now schedule this publication job !

 

 

Thus, we can burst the report we had created for each user as per their data restrictions. The same procedure can be adopted for relevant out-of-the-box reports as well.

 

Hope this helps you achieve your report bursting goals !

 

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