SAP BusinessObjects 4.2 Upgrade

Frequently Asked Questions (FAQ’s)

Version 1.2

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Purpose

This guide is aimed at educating existing users of Business Objects 3.1 to the new features of SAP Business Objects 4.2 platofrm. The main areas covered in this document are:

BI Launchpad (InfoView) navigation features like tool bar options, folder options, logon/log off etc.

Reporting new features like header freeze, document pin,export,save,print,etc.

User Management tasks like password reset, session timeout,etc.

For a User convenience, the information is presented in ‘Questions and Answers’ format. Please note that this document only covers important product features which users might be inclined to use on daily basis.

NOTE The following will apply in the use of this manual:

(i) SAP Business Objects 4.2 will be referred to as ‘BO 4.2’ from this point onwards.

(ii) This manual should not be considered as a comprehensive step-by-step guide

to the use of BO 4.2 as an application however we will cover a high level overview of BO

4.2 Platform features.

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1. Questions related to BO 4.2 BI Launchpad

Q. What is the new Business Objects platform we are going to use?

We are upgrading to SAP Business Objects 4.2 SP2 from existing 3.1 version. The first new upgraded

platform version that SAP Introduced was 4.0 followed by 4.1, while 4.2 is latest version available with

additional features.

Q. How BO 4.2 platform is different from existing 3.1?

64-bit architecture (from 32-bit) providing more resources and faster performance.

Enhanced usability and productivity through a harmonized user experience, advanced analytical

insight, and powerful new search capability.

Improved Report performance.

Q. What are the benefits of BO 4.2 platform for ‘User Community’?

Report execution time is faster.

Ability to simultaneously view multiple reports.

Ability to freeze specific columns of a report.

User friendly GUI, look and feel.

Enhanced Chart options.

Q. What is BI launchpad?

BI launchpad (formerly known as InfoView) is the standard web portal for users of the BO 4.2 platform.

It provides an improved user interface and additional options for interface customization.

Q. Is there a new web URL to access BO 4.2 BI Launchpad?

No. User’s can login to BI Launchpad using the same existing URL.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. How do I login in BI Launchpad?

1. Go to https://specialtyhealthreporting.mckesson.com

2. Enter your McKesson username and password and click on ‘Log On’ button.

Q. How do I log out from BI Launchpad?

Use the Log Off option on the header panel in the BI Launchpad

Q. Do I need to obtain separate user credentials to login to BI Launchpad?

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No. For logging in to BI Launchpad, users are required to use their existing 3.1 user credentials (User ID

and Password).

Q. What are the Main options available under BI Launchpad toolbar?

Users will see the menu below after Login :

The header panel displays your username and provides you with access to the following menus:

Applications

You can access other plugins for Business Objects. The applications that you can use depends on

your permissions and license. Some applications such as InfoView are available as standard.

Help Menu

You can access the Business Objects help and the About page, containing more information about

Business Objects

Log Off

You should use this option to log off when you have finished using Business Objects

Search

Choose this option to search for a report. This is one of the many ways you can search using

Business Objects

* Note: Please note that Users may not be in a position to view certain options from above list based on

their user rights as defined by an Administrator.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. What options are the displayed under ‘Home Tab’?

The Home and Documents tabs are always displayed by default.

The Home tab contains the following default modules, which you will use to manage documents and

other features:

My Recently Viewed Documents

My Recently Run Documents

My Inbox

Unread Alerts

** Note: Please note that these are the default options visible under ‘Home Tab’. However Users can

see any of the above options based on their user rights and default settings as configured by an BO

Adminisrtaor.

My Recently Viewed Documents

My Recently Viewed Documents lists the last 10 documents that you viewed. A document is another

name for a report. These documents will be sorted by view date, with the most recently viewed

report/document at the top.

If you click onto a report/document from this list it will open in a new tab.

These will be documents/reports that you have only viewed and did not refresh to see uptodate data.

My Recently Run Documents

My Recently Run Documents lists the last 10 documents in the repository that you refreshed (ran) to

see the latest data.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

My Inbox

This is your Business Objects Inbox. Here you may receive messages

regarding system updates from IT Services

new reports from the report writers

Unread Messages in My Inbox lists the 10 most recent unread messages in your Business Objects Inbox.

If you wanted to view all your messages:

1. Click See More in the lower-right corner of the module.

Unread Alerts

An alert can be setup within a report to inform you when certain details within a report have changed,

such as levels falling below a specified value. However alerts are not currently used.

Q. What options are the displayed under ‘Documents Tab’?

The Home and Documents tabs are always displayed by default.

You use the Documents tab to search, view and manage reports using the following objects:

My Documents

Folders

Search

* Note: Please note that these are the default options available for users from BI Launchpad. However

McKesson external users can see only ‘Categories’ option.

My Documents

When you select My Documents you will display your personal folder called My Favorites. You will also

be able to view your Inbox and Alerts.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Folders

When you select the Folders option you will be able to access the LOB specific published reports . This

folder list will only contain reports that you have permission to view.

Search

When you select the Search option you will be able to search for a particular report.

Q. Which is the recommended browser to work in BI Launchpad?

As per SAP Supported platforms document for BO 4.2, any 32 bit browser should be compatible when

viewing BI Launch pad (the only exception is Safari which is 64 bit by default)

Safari 6

Firefox ESR 17

IE 6.0 SP3

IE 7.0

IE 8.0

IE 9.0

IE 10 for Desktop (1)

IE 11 for Desktop (1)

Note: 64-bit versions of Firefox and IE 6-9 are not supported. In the case of IE 10/11, Enhanced

Protected Mode (64-bit content processes) is not supported.

Q. What is default session timeout in BO 4.2?

THE APPLICATIONS ARE SET TO TIME OUT AFTER 60 MINUTES OF INACTIVITY for security and server

performance reasons. This timing is based on the entire session, not the timing for individual open

reports.

After 60 minutes of inactivity, user would get an error :

“Error Message: Your Web Intelligence session has reached timeout. Log out and log in again to BI

Launchpad (Error : WIS 30553)”

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. What common messages I could see while working in BI Launchpad?

There are a number of messages that may appear while you are using Business Objects.

Timeout

If you leave your BO 4.2 session inactive for 55 minutes then it will timeout and you will be required to

login again. The message below will appear as a reminder when you leave the session inactive for 55

minutes.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

2. Questions related to Reports

Q. How can I view the Report?

Users can view report either by Right Click / View or by simple ‘Double Click’ on the document.

Please note that on ‘Double click’, most recent instance of the report is displayed.

Q. Can I open / work in multiple documents at the same time?

Yes. One of the best’s futures of Business Objects 4.2 is that users can now open multiple reports from

BI Launchpad at a time. This allows more flexibility to compare reports.

To open multiple reports, just double click on other report and it should open second report as a

separate tab

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. How can I search for a specific report in the repository?

1. Login to Business Objects.

2. Use the Search function in the main toolbar or the Search pane in the left panels. (You

can search by title, keywords, all fields, etc.).

o Do not use wildcard characters in your search string! The “wildcard” search using %

does not work in this kind of searching. (e.g., a search for “fundsummary%” will not find

anything).

o Note that you can refine your search results further by Type, Location, etc. in the left

panel.

o You can also view, schedule, or perform other tasks by right-clicking on a title in

the Search Results directly.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. What are major options available for user under ‘Reading Mode’ ?

When a Web Intelligence type report is opened it launches the Web Intelligence application and the

Web Intelligence toolbar is displayed towards the top of the screen.

New

This button is only available if you are a report writer. It will allow you to start designing a new

report.

Open

This is another route to open a report without going back to the Home tab. You can open your

personal area (Documents) or the Folders area using this button.

Save

This button is only available if you are a report writer. It will allow you to save changes to the

design of a report.

Print

You can use this button to print your report.

Search

You can use this search button to enable you to search within your current results (e.g. Sarah

Smith).

History

This button is currently not being used.

Export

You can use this button to Export and Save your report.

Send to

This button is only available to report writers so that they can email a copy of the report to

someone.

Undo/Redo

This button is only available to report writers.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Refresh

This button will allow you to re-run a report.

Data Tracking

Data Tracking mode allows you to track and display changes to data in the report when a report

is refreshed.

Freeze

This button will allow you to freeze headers and left columns whilst reading a report inquick

display mode

Q.How can I Export and Save report ?

Saving a report essentially requires you to export the report to another program e.g. Excel, Word or PDF

and then to save the file from there.

1. Select the Export button, on the Web Intelligence toolbar. You can choose to export the whole

document, or just the current document tab.

2. Choose Export to Excel or PDF

3. Select to Open or to Save the file

Q.How can I change report display ?

ou can change the page display and zoom level to help you view a report. These controls can be found in

the bottom right of the screen (next to the last refresh button).

3. Page mode

Page mode allows you to view the report in a print preview

4. Quick display mode

Quick display mode allows you to view long reports easily

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

5. Zoom Level

You can change the zoom level of the page display to help you to view the report.

The zoom controls can be found in the bottom

Q. How users can Freeze report headers ?

When reading a report in quick display mode, you can freeze headers and left columns while scrolling

through the report on screen.

Select the Freeze button on the Web Intelligence Toolbar

Q. How can I print just one report when I have multiple report tabs in a document?

Before printing, you will want to check your formatting in the Page mode so that you make sure all of

your data will be showing the way that you need it to. For help, see Format a Report for Printing (fit to a

page) (PDF).

If you only need one report printed, and you have editing permission, make sure your Web

Intelligence Preferences for Viewing and Modifying reports is set to Applet.

1. With the report you want printed open, click the Print icon.

2. Note that in the Print Range area of the Print options, you can select Current Report or All.

(Figure 1)

3. Select Current Report, review the other options and then click Print.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Using this method, you avoid having to download and save the PDF with potentially sensitive data. It

also is a bit quicker.

If you need to print several of the tabs (reports) of your document but not all of them, and you do not

have access to the Applet mode, follow the method described below.

1. From the main document menu, click on the Print icon. You can then Open the document as

a PDF. (Figure 2)

2. Click the Pages icon (upper left) in your PDF viewer to shift your navigation away from the

defaulted Bookmarks to the Pages thumbnails. (Figure 3)

3. Right-click in the thumbnails area and enlarge the thumbnails so that you can see their content a

bit better.

o You can verify at this point the layout of your pages as well.

o If you need to do more formatting, click on the Page mode button in BI, do your

formatting, and then shift back to PDF mode.

4. Select the Pages that you need to print from the thumbnails and click Print.

o You can either hold down the shift key and select all within 2 clicks or use control-click

to select non-contiguous pages to print.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. How do I ‘Pin’ a frequently required report to a tab ?

If you view the same report on a regular basis, you might find it helpful if that report appears, by default,

alongside the Home and Documents tabs every time you open Business Objects. You can achieve this by

pinning the report to a tab .

1. Select the tab of the report you wish to pin

2. Click the Pin button

3. Once you have done this the pin will change angle and turn green

4. To unpin the report from the tab, Click the green pin,

Do not pin more than two reports, as these reports will be run everytime you open Business Objects.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. When I download reports (using 'Save to my computer as Excel') and attempt to enter formulas,

the formulas appear as text and don't compute. How can I fix this?

Before you start to work with the downloaded file, use the Excel cell formatting feature and change the

columns you want to work on to 'General' (the first option on the Number tab for Format cells). Then

you should be able to use your formulas with no problem.

Q. How can I add a Simple report filter?

Simple report filters can be added by clicking on ‘Filter Bar’ option and then selecting required column

on which filter has to be applied.

Q. Are there any changes for the report containing hyperlinks on columns / data values ?

Eventhough Opendocument syntax in Business Objects 4.2 is different, the setting has been already

taken care by Administrator during architecture setup.

So all theexisting report hyperlinks would continue to work without any issue.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

3 . Questions related to BI Launchpad

Q. I am unable to login to BI Launchpad with my existing credentials. How should I reset my

password?

Password recovery mechanism is same as 3.1. In case, if user credentials are not working, users can

easily reset their own credentials by following below steps:

1. Click on ‘Account Reset’ button

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2. Enter User Name and click on ‘Submit’ button

3. If entered ‘User Name’ is found, new auto-generated password would be mailed to

users McKesson Email ID.

4. If User Name is not found, user would see below message:

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

5. Users can expect a new ‘auto-generated’ password delivered to their McKesson Email

Inbox with below format:

6. User would now click on BI Launchpad link, enter User Name and new password and

click on Logon.

7. Please note that users are required to change their default generated password with

the password of their own choice.

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This document may contain confidential and proprietary information regarding products and services from McKesson Specialty Ar izona Inc., dba McKesson Specialty Health (“McKesson”), and is the property of McKesson and its affiliates. The recipient agrees that it will not divulge the information contained in this document to any third party, will not copy or otherwise reproduce the document and will return it to McKesson upon McKesson’s request. © McKesson Corporation 2015.

Q. Even after following above step, I am unable to login?

In the case, you are unable to login with new auto generated password or you are unable to get auto-

generated password, kindly reach out to support at : SpecialtyHealthReporting@McKesson.com

Q. What is default ‘User Retention’ policy in BO 4.2 ?

If any of the users has not logged in to Business Objects environment for past 3 months, his User

Account would be automatically ‘disabled’. However he can easily unable his Account and get a new

password by following the steps mentioned above.

If any of the users has not logged in to Business Objects environment for past 6 months, his /her User

account will be ‘Permentately Removed’ from Business Objects. Please note that the baseline for

calculating 6 months is the date on which users had successfully logged in to Business objects last time.

e.g Say User A had last time logged in to Business Objects on Jan 1,2016. On May 05 2016, User reset

his password and got new password in his email. However user has not yet logged in to the Business

Objects by using a new auto-genmerated password.

So on June 30, 2016, above User would be automatically removed from Business Objects as the last

successfully logon date for this User was Jan 1,2016.

In case, any of the users is removed from Business Objects after 6 months, he need to reach out to

Business Objects Support team for recreating user account.