This document discusses report bursting and publications. It begins with an introduction to the topic and overview of the presentation. It then provides details on common terminology like source documents, dynamic recipients, personalization and destinations. The document outlines the workflow for publications including the roles of document designers, publishers and administrators. It provides guidance on best practices and concludes with an offer to demonstrate the concepts.

1. Publications and Report Bursting
September 2011

2. Presentation Description
If your organization wanted to mass distribute
reports; personalized documents to your customers,
this presentation is for you. This presentation will
cover common terminology and best practices.
Maybe you thought report bursting too complicated
to build or maintain. Well no need to worry
anymore!

3. About Steve Gray
 Steven is an SAP certified architect in both SAP
Business Objects Enterprise XIr2 and XI 3.1
Steven is a certified SAP trainer for SAP Business
Objects Administration and Security
Steven has implemented solutions in a number of
industries, including government, both national and
local, financial, retail, healthcare, and insurance
Steven is a seasoned consultant with over 9 years
experience in engineering, project management, and
consulting services.

4. Agenda
Introduction
What is a Publication and Report Bursting
Common Terms
Publication Work Flow
Best Practices
Demonstration
Questions

5. Distinguish the terms
• Publication
Is a collection of documents intended for distribution
to a mass audience
• Report bursting
This is a concept of publication where the data is
refreshed and personalized

6. What is a Publication
• Publication
– Mass audience
– Easily distributed
– Minimize database traffic
• Report bursting
– Slice and Dice
– Methods for database fetching
• One for all recipients, minimize impact to database - Webi, Deski
• One for each recipients, maximize security
• One for batch of recipients, good for high volume ~>400 – Crystal

7. Some Common Terms
• Source document
– Can’t mix and match dynamic content
– Depending on source document your further options will
vary
• Dynamic recipients – “Driver File”
• Personalization
• Destinations
• Delivery Rules
• Print Settings

8. Publication Workflow
• The multiple roles for publication creation are
– Document designer
– Publishers
– Administrators
– Recipients

9. Workflow – Document Designer
• Document Designer
– Builds Report
• Crystal, Web Intelligence, Desktop Intelligence
– Design document for Dynamic Recipients
• Doesn’t have to be the same type as Source document
– Add documents to the Enterprise

10. Workflow – Publisher
• Publisher
– Create Publication
– Select recipients
– Apply Profiles*
– Test Publication
– Schedule Publication
* - if applicable

11. Workflow – Administrator
• Administrator
– Builds Profiles – Configure external
– Manage server destinations as
configurations necessary
• Default enterprise Location
• Adaptive processing
• Inbox
server
• FTP
• Publication Job server • File System
• Destination Job server • Email
– Configure email
settings

12. Workflow – Recipients
• Recipients
– Receive Publications
– Subscribe and Unsubscribe*
• Only for enterprise users with
appropriate rights

13. Best Practices
• View dynamic content first
• Use Dynamic Recipients over Profiles
• Only use profiles for hierarchical reports
• Don’t forget to Configure servers
• Try to utilize multiple reports in your publications
– think user guide, glossary
• The Corporate Culture will dictate Delivery rules

14. Demonstration

15. Lets turn this Lets turn this

16. Into this – one pageLets turn this our information
report with

26. That’s all she wrote

27. Questions or comments
Steve Gray
Kalvin Consulting
steve@kalvinsoft.com
815-714-9073
http://www.linkedin.com/in/stevengray22
Learn more about Kalvin Consulting at http://kalvinsoft.com

28. Thank you!
Appreciate your time and
participation