A Blog post by Guru Prasadh Jeevan Rao, HP SHR R&D
An enterprise using HP SHR may have hundreds of Report Users, each requiring their own set of report viewing preferences. Practically, any user would like to customize their viewing preference. Users would prefer to have the SHR reporting home page “InfoView Start Page” content set with their desired folder/category/dashboard …the “Preferences” option in InfoView provides them a way to achieve this.
However, the Administrator managing the enterprise would also need to exercise control over the InfoView preferences of the Users on the environment. Let’s remember that there are a myriad set of users belonging to different domains such as “System Management”, “Exchange”, “Oracle”, etc. in varying capacities as operators, administrators, DBAs …
So as an Administrator it is certainly a Herculean task to login to individual accounts to set desired preferences. It would’ve been great if there is a much simpler way to have the InfoView preferences set globally for all users and that’s exactly what this blog post intends to bring out.
By following the few steps listed in this blog article, administrators of an enterprise can achieve this in a jiffy for 100s of users!!! Isn’t that fascinating?
The simple idea of this blog is to set a InfoView preference for ONE and propagate the same to ALL who need!!! One to Many (We are not talking cardinalities hereJ)
So I would walk you through the simple list of steps to set “Global InfoView Preference” for all users of the BObj environment.
Wait!!! There is a backup process to be done before your proceed further.
Backup the SAP BObj Database and File store as specified in the Disaster Recovery documentation.
Let’s take an example of SHR enterprise where 3 users are present. The Administrator could choose to copy the InfoView preference of UserPref1 onto UserPref2 and UserPref3. Again, the number is not limited to 3 - it is chosen for illustrative purpose only.
1. Create 3 Users (UserPre1, UserPref2, UserPref3). Let’s assume that all of them have “Administrator” rights. The user may be given any specific rights as desired.
In this case, we associate all the users to “Administrator” group. All three users are associated. They may be associated with any group as well.
We have now set the InfoView preference to “UserPref1” user and would apply the same to all users of the same group. i.e. “UserPref2” & “UserPref3” along with “Administrator” shall have the same preference set.
Do note that the InfoView preference setting is not restricted to “Folder” alone but also to other Categories, Dashboards etc…
The InfoView preference in this illustration is now set to “Business Service Management” folder for “UserPref1”. Now we do want all of them to be copied over to “UserPref2” and “UserPref3”. Before we proceed, let’s take a look the preferences set for the three users.
UserPref1 (Manually set Preference)
UserPref2 (Before auto preference set – pointing to home page by default)
UserPref3 (Before auto preference set – pointing to home page by default)
Now all the users under “Administrators” group would have got set with the same preference as that of “UserPref1”.
So “UserPref2”, “UserPref3” and other users who are part of “Administrators” group are set with the desired InfoView preference.
Verification post changes
UserPref2 (InfoView preference set as that of UserPref1)
UserPref3 (InfoView preference set as that of UserPref1)
Now that we have successfully set InfoView Start Page Preference for “Folders”, we will also take a look at how an “InfoView Page Layout” can be created. Remember that this also a “Preference” and an Administrator could use the afore-mentioned approach to have the same applied across all users.
Creating a New “InfoView Page Layout”
An “InfoView Page Layout” is an excellent preference to have as this can be set as the landing page for a user.
This is an example illustrating how content can be defined in this page - a template to define more than one content is chosen in this illustration.
You can click on “Define Content” and choose the Report that needs to be added to the Page layout.
In the image below, I have illustrated how to create an “InfoView Page Layout” (Availability Layout).
This layout can now be set as the “InfoView Start Page” for a user ...
You may save the same preference set to a larger set of users as well using the afore-mentioned “Pref.jsp” based illustration.
Well the steps are certainly simple to follow isn’t it? I hope the steps mentioned above serve as a handy one especially for Administrators of large enterprises while configuring users and their preferences…