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How - to Gu ide

How to Add a

Rep or t t o Du etVers ion 1 .50 December 2008

Appl icab le Rele ase: Duet v1 .5 SP1

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Copyright 2008 SAP AG. All rights reserved.

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1 Adding a Report in the Duet Reporting Scenario.................................................................... 12 The Step By Step Solution .................................................................................................... 2

2.1 Determine the Master System for Report Configuration ................................................. 22.2 Configure the SAP Backend System(s) to be used for Reporting ................................... 32.3 Create a Report Catalog in the Duet IMG ...................................................................... 6

2.4 Create a Report Template in the Duet IMG ................................................................... 82.5 Configure Parameter Options for a Report Template ................................................... 182.6 Assigning Roles to a Report Template ........................................................................ 202.7 Restrict Delivery Types for a Duet Template ............................................................... 212.8 Configuring Timepoints for a Duet Template ............................................................... 222.9 Creating Related Reports for a Report Template ......................................................... 22

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1 Adding a Report in the Duet Reporting Scenario

Using the Duet IMG, customers can customize which reports they would like to see in Outlook and the details onhow they get scheduled, what parameters are available and which formats are available for delivery.

This configuration is done within the Duet IMG and is delivered to Outlook in the form of a Report Template.Reports can come from multiple SAP Backend System as desired by the customer.

This How-to Guide explains how to configure a report template in Duet. It assumes there is a functioning Duetenvironment with the Duet Reporting Scenario and the administrator has the authorization to perform thesesteps.

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2 The Step By Step Solution

The following steps explain how to add reporting systems and reports for those systems to be available forscheduling by Duet.

2.1 Determine the Master System for Report Configuration

Duet Reporting Configuration takes place in the master SAP system. Even though there may be multiplebackend systems in the Duet landscape, only one SAP Backend System is designated as a master system. Ifthe master system is unknown, follow these steps to find out where to do the Reporting Configuration.

In the Duet Administration Tool, SAP Systems should have already been configured as part of the Duetinstallation tasks for the Duet Scenarios.

Go to the Duet Administration Toolon the Duet Server.

In you Web browser enter the following URL : http://:/duet

Log in using an Administrator ID

Click on the System Environment Tab, then the Landscape Tab and click on the SAP Systems folder in theSAP Components tree

The SAP system with the Master SAP Systemflag selected is the system where the Reporting configurationshould take place.

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2.2 Configure the SAP Backend System(s) to be used for Reporting

For Duet to understand where a report needs to be scheduled, SAP Backend systems details must beconfigured in the Master System Duet IMG in the SAP Backend System. Extra configuration may also berequired in the Duet Administration Tool on the Duet Server.

Step 1 Create the Logical RFC destinations in the Master System Duet IMG

In the Master Reporting System, a Duet Logical RFC Destination must be created for each SAP Backendsystem that will be used as a source of Duet Reports. For example, if you have an ERP system using 2different clients as well as a separate BI system, 3 Logical RFC Destinations will need to be created (one perSystem/Client combination).

Each Logical RFC destination will use a System RFC Destination that must exist as an ABAP RFC intransaction SM59 in the SAP Backend master system.

The logon user configured in the System RFC must have the authorizations to display the reportsthat will be configured for Duet otherwise the reports will not be available for configuration.

1. Go to the Duet IMG in the mastersystem using transaction SIMGH.Choose Duet Implementation Guide

2. In the IMG, choose DuetReportAdministration Create Logical RFCDestination

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3. To create a new Logical RFCDestination, click on the New EntriesButton. Enter in a Duet Logical RFCDestination name and description. Enterthe corresponding System ABAP RFCDestination that already exists intransaction SM59 in the master system

or use the drop down functionalityavailable to choose. Save the new entry.

Step 2 Update the SAP System Alias in the Duet Administration Tool

This step is only required if the Logical RFC destination name that was created in step 1 is NOTusing the format _. If it is any other name than this format, then the Logical RFCDestination must be added to the alias of the SAP System in the Duet Administration Tool.

1. Go to the SAP Systems section of theDuet Administration Toolon the DuetServer as shown in Section 3.1:

http://:/duet

2. Choose the related SAP System Nameby clicking on the name.

3. In the bottom right part of the screen,click on the hyperlink Alias.

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4. Click on the Add Button and in thespace provided under the Alias Name,enter the Duet Logical RFC Destinationyou created in the Duet IMG in Step 1.Click OK.

5. Save the configuration.

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2.3 Create a Report Catalog in the Duet IMG

A Report catalog is a folder that groups reports together in the Duet client. Report Catalogs are not RFCdestination specific. Before adding a report, a report catalog must be exist.

1. Go to the Duet IMG in the master

system using transaction SIMGH.Choose Duet Implementation Guide

2. In the IMG, choose DuetReportAdministrationCreate ReportCatalogs

3. On the left window, choose the ReportCatalogfolder and click on the NewEntriesbutton.

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4. Enter a unique 4 digit Catalog IDandthe Short Textof the catalog. Savethenew report catalog entry.

Report Catalog View in Outlook

If a Duet user is eligible for a report in the report catalog, then thereport catalog folder will be displayed in Outlook. This is based onthe role assignment during the report template configuration.

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2.4 Create a Report Template in the Duet IMG

A report template represents a report that can be run in Duet for a particular SAP Backend System. Report Templatesare distributed to users based on the Duet Role assigned to the template. Multiple report templates can exist in areport catalog.

1. Go to the Duet IMG in the mastersystem using transaction SIMGH.Choose Duet Implementation Guide

2. In the IMG, choose DuetReportAdministrationCreate ReportCatalogs

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3. In the right window, highlight thedesired Report Catalogand in theleft window, double-click on ReportSelection.

4. Add a new report to this reportcatalog by clicking on the NewEntriesbutton.

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5. In the right window, enter in thesystem the report is to bescheduled in by choosing therelated Duet Logical RFCDestination.

In the Example shown, a new BIquery will be added for the BIsystem but configuration will takeplace in the Master system.

6. In the Report Typefield select thetype of report to add.

There are two types of sourcesystems, BW and ERP.

For BW, the Report Typeoptions are Web Templates(HT), Queries (QU) orWorkbooks (WB).

For ERP reports, the ReportTypeoptions are ALV (AL), non-ALV reports or SAP queries.

7. Choose the Report Nameby typingit in or select it from the drop-downlist. Skip this field if an ERP SAPQuery is being configured.

Reports displayed in the drop downlist are controlled by the Duet RFCused and the authorization of theuser configured in the related ABAPRFC used. If you cant find thereport you would like to configure,logon to the related source systemand check the authorizations of theRFC user.

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8. To configure an ERP SAP Query,enter the required Work Area, UserGroup and Query Name. Skip thisstep if not configuring an ERPSAP Query.

The Report namewill automaticallybe populated.

9. The Report Titlefield will bepopulated with the name of the

Report but can be modified. Forthe Long Description, type in text asyou want displayed in Duet.

10. Forwarding Options determines ifa report can be forwarded toanother party from Outlook.Reports can be forwarded as a file,a template or a report. A report canalso be restricted from beingforwarded.

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Forwarding Options in Outlook based on configuration

If forwarding has been enabled for a report template, this forwardingfunctionality will be available in the Duet Action Pane when you open adelivered report. This report can only be forwarded to users who alsohave Duet enabled on their client. If NOFO option is chosen, this linkwill not be displayed.

Forward as File: Only File option will be available

Forward as Template and/or File: Both options will be displayed

Forward as Report Template:Only Report Template option will bedisplayed.

11. Delivery Typeoptions are asfollows:

For BI Reports excluding workbooks

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For ERP Reports

For BI Workbooks

Delivery Type Options in Outlook

HTZIP (zip file), MHT (html), PDF (pdf) , XLS (Excel) deliver reports asan e-mail attachment

ONLY AVAILABLE FOR BI REPORTS

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MEND format reports are embedded in the email body

LINK format reports are delivered as a link in the email body. When auser clicks on the link, they will automatically navigate to the Duetreport. This is a recommended option for larger reports to control inboxsize.

ONLY AVAILABLE FOR BI REPORTS

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12. Configure the scheduling optionsfor this report

Make this report available to usersReport template is enabled to getsynchronized to Duet User clients. If thisflag is not selected, this template will notget synchronized to Duet clients.

Allow this report to run ad-hocDuet users can run the reportimmediately at their discretion.

Allow scheduling for this reportSchedules for future processing can becreated by Duet Users

Allow scheduling based on SystemTimepointsTimepoints configured in the backendcan be used for scheduling

Allow scheduling based on DataChange EventsSchedule for this report can be triggeredby a Data Change Event. A datachange event is triggered when changesto the data in a BI infoprovider occur.

Scheduling Options as displayed in Outlook

Scheduling Options can be displayed in the Duet Action Pane of theReport Template.

Run this report link will be available if the flag Allow this report to runad-hoc

Personalize or schedule a new template based on this template willbe displayed if any of the other scheduling options are enabled.

13. Configure Documentation for thisreport

To include documentation inthe report template, click on theDisplay documentation tousers.

For ERP reports ONLY,including ExistingDocumentation is possible.This documentation is theexisting ABAP programdocumentation available for a

report program. To view theexisting documentation, click onthe display button.

Custom Documentationcan beadded for any report bychoosing this radio button andentering the general text namein this field that exists intransaction SE61.

Documentation as viewed in Outlook

Report documentation can be seen in Duet in the body of the reporttemplate e-mail under the Long description category.

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14. The ALV Layout Variantis anoptional field and is only applicableto an ALV report. This allows auser to enter an existing ALV layoutvariant to be used when the reportis scheduled.

15. In the Applicationfield, categorizethe Duet scenario that this reportbelongs to. These are pre-delivered applications.

16. The Report Owner Emailis anoptional field. If provided, it allowsrecipients to send emails to theowner of the report.

Report Owner Email as displayed in Outlook

The Report Owner Email option can be seen in the Duet Action Pane ofthe Report Template in the You can also section. If it is grayed out,then no owner has been assigned.

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17. Savethe Report Template.

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2.5 Configure Parameter Options for a Report Template

This section discusses how to customize the parameter options for a Duet report.

Even though you do not want to make changes to the parameter screen, you must navigate to theparameter behaviour and Parameter Default Values screens and save each screen so that the parameterdetails are saved with the report template. If you do not, then no parameters will be synchronized into Duetfor the report template.

1. Double-click the Parameter Behaviorfolder in the left window.

Parameter information for this reportautomatically gets populate them intothe parameter screen.

2. The following can be customized fora Duet selection screen.

Detailed Description: The parameterdescription can be altered.

Mandatory: Though these fields canbe changed, it is important that if afield is already mandatory, it shouldbe left mandatory as this is how it isset in SAP. Optional fields can bemade mandatory.

Display: A parameter can be made

editable, non-editable, hidden ordisabled. Hidden means that adefault value can be configured as aparameter and will be used when areport is run but will not show up inthe selection screen. Disabledmeans that the parameter value, evenif it has a default, will be ignored.

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3. Savethe values even if no changeshave been made.

4. Double-click the Parameter DefaultValuesin the left window.

Defaults values or ranges can beassigned to the parameters in thissection.

If the default is a number ofindividual values instead of a singlevalue or a range, use the ParameterMultiple Valuesoption.

Context variables can also beassigned in this screen where youcan create coding to customize howthe parameter is populated when thereport is run.

5. Savethe values even if no changeshave been made.

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2.6 Assigning Roles to a Report Template

This configuration is required for the synchronization process to the client. If no role is assigned, than no Duetusers will get this report template on their client.

You may only want a selected group of users to have access to run a report. In the Assign Multiple Rolesconfiguration, you can determine who will have access to this report based on the Duet role(s) you assign thereport to. For more details on Role synchronization, refer to the document How to Synchronize Roles andAZMAN.

1. Double-click the Assign MultipleRolesfolder in the left window andclick on the New Entriesbutton.

2. In the Role field, choose F4 to seethe available Duet Roles that can beassigned to this report and choosethe desired role.

You can also customize yourown role. For details, refer to theblog Extend Duet ReportingManagement with your ownRoles

3. Savethe values.

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2.7 Restrict Delivery Types for a Duet Template

This step is optional. You can restrict the Delivery Types for a report. This may be beneficial in the casewhere you want to minimize the size of emails that come into Outlook. For example, you can restrict thedelivery types to use LINK or zipped HTML only. If you leave this configuration blank, then all delivery typesassociated to the Report type will be available to the Duet user.

1. Double-click the Restrict DeliveryTypesfolder in the left window andclick on the New Entriesbutton.

2. In the Report Delivery Type, chooseF4 to see the available DeliveryTypes available for this report andchoose the desired types.

3. Savethe values.

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2.8 Configuring Timepoints for a Duet Template

This step is optional. Timepoints can be used in Duet to allow users to schedule jobs for a preconfigured timeperiod determined by an administrator. If desired, scheduling can be limited to use only timepoints based onthe flag selection in the first report template configuration screen, therefore preventing schedules in peek workprocess periods.

For further information on configuration of Duet and System Timepoints scheduling, refer to the document How-to Configuring Time Points for Duet Reporting.

2.9 Creating Related Reports for a Report Template

This step is optional. To ease navigation within Outlook, related reports can be added to a report template toallow users to navigate to another report template directly from the Duet Action Pane of the report template.This gives further functionality to group related reports within Duet

1. Double-click on the RelatedReportsfolder in the left windowand click the New Entriesbutton.

2. Drop down on the Catalog IDfield and a list of availablereports will be displayed. Onlyreports with the Make reportavailable to users flag will bedisplayed. Choose the desiredrelated report.

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3. Savethe related reportconfiguration.

Related Report as shown on the Duet Outlook client

When this report template is synchronized in Outlook, the related report willbe displayed under the Related Report section. If the Duet user clicks on thelink, they will navigate to the related report template on the Duet client.

Documents

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