Customizing Your WebIntelligence Account

You can customize your WebIntelligence account to display the information that you access most.

All of the options for customizing InfoView and WebIntelligence are on the various sections of the Options page. There are five sections, which allow you to choose how you view and manage documents with the InfoView portal, and how you create and edit documents with WebIntelligence and BusinessObjects.

The sections that apply to how you create documents are:

• Universe

Lets you:

• Set whether the list of available universes is displayed in Compact or Expanded format
• Specify a default universe, which is automatically loaded whenever you open the Web Panel
• Specify when you want to refresh the list of available universes

• Password

Lets you change your WebIntelligence/InfoView/BusinessObjects password.

• Create and Edit Documents

Lets you choose what type of documents you want to create, WebIntelligence or BusinessObjects, and what form of the Web Panel you use to create and edit WebIntelligence documents.

The remaining sections of the options page apply to how you manage and view documents with the InfoView portal:

• Start Page

Lets you specify your InfoView start page and insert a picture at the top of the navigation bar.

• Document Lists lets you:
  • Set whether document lists are displayed in Compact or Expanded format.
  • Specify a document category to be used as default filtering criterion.
  • Specify when to refresh the list (Corporate and Inbox Documents lists only).
• View Documents

Lets you specify in which format you view BusinessObjects documents.

Tip: For information about InfoView options, see the  InfoView User's Guide.

Return to topic: Getting Up and Running

Setting Universe Options

You can set universe list display in the Available Universes page to Expanded or Compact form. The Expanded version of the list includes a brief description of the universe. You can also set when you want the list of available universes to be refreshed.

You can bypass the list of universes entirely by specifying a default universe. This is a great idea if you find you most often create documents using the same universe. Once you've defined a default universe, when you click Create Documents in the navigation bar, the Web Panel opens directly with the default universe's classes and objects loaded in it.

To set universe list display and/or define a default universe:

1. Click Options in the navigation bar to open the Options page.
2. Click Universe.

   

3. If you want a list of universes to open when you click Create Documents in the navigation bar, select whether you want to display that list in Compact or Expanded form.
   Now go to Step 5.
4. If you often use the same universe to create new reports, you can select it as your default universe, so that the Web Panel opens directly with this universe loaded in it. To set a default universe:
   • Select Default Universe.
   • Click the Select Universe button. The list of the universes available to you opens, in Expanded form to give you the most information possible.

     

   • Select the universe you want to use, then click the Apply button. Your choice is saved.
   • Click the Back to Options button.
     You return to the Options page. The name of the universe you just selected now appears in the Default Universe field.
   • Go to Step 6.
5. If you did not specify a default universe, indicate whether you want the universe list to be automatically updated once every user session, or manually only.
6. When you're done, click Apply All Changes.

Return to topic: Customizing Your WebIntelligence Account

Return to topic: Getting Up and Running

Selecting Your Document Editor

You can specify what tool you want to use to create and edit documents. You can choose between four Web Panel options for creating WebIntelligence documents.

• Full Java applet
• Light Java applet
• ActiveX control (for Microsoft Internet Explorer 5.0 and 4.0 browsers or higher)
• Optimized for my browser

If your user rights allow it, you may also have the option to create and edit documents in BusinessObjects. If you are not sure whether you have the right to do so, contact your system administrator. For information about installing BusinessObjects through the InfoView portal, refer to the InfoView User's Guide. For instructions on creating and editing documents in BusinessObjects, refer to the BusinessObjects User's Guide.

If you decide on a Java applet, the full applet is recommended. For a description of the differences between the Full and the Light versions, see How do the Full and Light Java Web Panel applets differ?.

If you're running WebIntelligence on a non-Windows client platform, you must choose a Java applet Web Panel. If you're using Microsoft Internet Explorer 4.0 or higher on a Windows platform, the following information will help you choose either the Java applet or the ActiveX control options.

Reasons to choose the Java applet	Reasons to choose the ActiveX control
Java is much more secure than ActiveX technology, which is more integrated with local devices and resources, such as printers and other applications.	ActiveX technology provides better integration with other local applications or printing in a standardized Microsoft environment.
	The ActiveX Web Panel opens much more quickly than the Java applet.

If you select the Optimized for my browser option:

WebIntelligence activates...	With the following browser on your machine...
ActiveX Web Panel	Microsoft Internet Explorer 5.0 or 4.0.1 SP2 or higher.
Full Java applet	All other supported browsers.

To select a document editor: