what is a profile?
The profile is an object that links users and groups to the information used to personalize the data within a publication.
Procedure:
1. Create a Universe say "Profiles and Publications Test"
2. Save the Universe and Export it to the Repository.
3. Create a Desktop Intelligence report based on this universe.
4. Save the Report and Export it to the Repository (In the My Publications folder)
5. GO to CMC and Create 2 new Group say: a) Houston b) New York
6. Create 2 Users: a) Houston01 b) New York01
7. Add user "Houston01" to group "Houston" and user New York01 to New York.
8. Go to #Profiles | New Profile## and give the profile a name, "Sales Test Profile" and Click OK.
9. Click on the #Profile Targets# tab and select #New#. Click the drop-down list for the
Universe Name = Profiles and Publications Test
Class Name = Outlet Lookup
Variable Name = City
10. Select the #Profile Values# tab
Click on #New#
Select the two groups we created
Add them then click OK
11. Add the following values that each group can see then click Update.
12. Go to Objects | New Object | Publications
Name the Title #Profiles and Publications Test#.
In the text box scroll down and select #My Publications# folder then click #Submit# in the lower right hand corner.
13. Click on the #Source# tab, click Add.
14. Select #Profiles and Publications Test# document and select Update.
15. Click on #Profiles# and make sure the profile we created is enabled with a check mark. Then click #Update#.
16. Click on Targets then Add# make sure our #Sales Test Profile# is listed.
17. Go to the Schedule tab, select Recipient, and click Add# for the Subscribed section.
18. Add the two groups : a)Houston b) New York
19. Click Update and you should see your two groups
20. Select Destination, enable Inbox, and click Update.
21. You should be able to schedule the report now. When you log into the InfoView as
Houston01 or Newyork01, each user should be able to see their own data.
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When creating a Publication in Business Objects Enterprise XI3.0 and XI3.1 what is the difference between a global and a local profile?
Reproducing the Issue
1. Log into the CMC to create the Publication.
2. Select Personalization tab.
3. In the "Enterprise Recipient Mapping" field specify
Resolution
Global Profile means you will specify the Profile Target and Profile Value.
Local Profile means you will specify only Profile Values only.
For example if you want to filter on Country for user-A such that he should get data related to US only. This can be achieved using 2 workflows;
Workflow 1 will create a profile in CMC with profile Target as Country and Profile Value as User-A Equal to "US" and use this Profile under Global Profile under "Enterprise Recipient Mapping" for publication under Personalization.
Workflow 2 will create a profile in CMC with Profile Value as User-A Equal to "US" and does not specify any thing for the profile target and use this profile under local profile under "Enterprise Recipient Mapping" and specify the Report Field as Country which is nothing but specifying the target at publication level.
The profile is an object that links users and groups to the information used to personalize the data within a publication.
Procedure:
1. Create a Universe say "Profiles and Publications Test"
2. Save the Universe and Export it to the Repository.
3. Create a Desktop Intelligence report based on this universe.
4. Save the Report and Export it to the Repository (In the My Publications folder)
5. GO to CMC and Create 2 new Group say: a) Houston b) New York
6. Create 2 Users: a) Houston01 b) New York01
7. Add user "Houston01" to group "Houston" and user New York01 to New York.
8. Go to #Profiles | New Profile## and give the profile a name, "Sales Test Profile" and Click OK.
9. Click on the #Profile Targets# tab and select #New#. Click the drop-down list for the
Universe Name = Profiles and Publications Test
Class Name = Outlet Lookup
Variable Name = City
10. Select the #Profile Values# tab
Click on #New#
Select the two groups we created
Add them then click OK
11. Add the following values that each group can see then click Update.
12. Go to Objects | New Object | Publications
Name the Title #Profiles and Publications Test#.
In the text box scroll down and select #My Publications# folder then click #Submit# in the lower right hand corner.
13. Click on the #Source# tab, click Add.
14. Select #Profiles and Publications Test# document and select Update.
15. Click on #Profiles# and make sure the profile we created is enabled with a check mark. Then click #Update#.
16. Click on Targets then Add# make sure our #Sales Test Profile# is listed.
17. Go to the Schedule tab, select Recipient, and click Add# for the Subscribed section.
18. Add the two groups : a)Houston b) New York
19. Click Update and you should see your two groups
20. Select Destination, enable Inbox, and click Update.
21. You should be able to schedule the report now. When you log into the InfoView as
Houston01 or Newyork01, each user should be able to see their own data.
************************************************************************************************************************************************
When creating a Publication in Business Objects Enterprise XI3.0 and XI3.1 what is the difference between a global and a local profile?
Reproducing the Issue
1. Log into the CMC to create the Publication.
2. Select Personalization tab.
3. In the "Enterprise Recipient Mapping" field specify
Resolution
Global Profile means you will specify the Profile Target and Profile Value.
Local Profile means you will specify only Profile Values only.
For example if you want to filter on Country for user-A such that he should get data related to US only. This can be achieved using 2 workflows;
Workflow 1 will create a profile in CMC with profile Target as Country and Profile Value as User-A Equal to "US" and use this Profile under Global Profile under "Enterprise Recipient Mapping" for publication under Personalization.
Workflow 2 will create a profile in CMC with Profile Value as User-A Equal to "US" and does not specify any thing for the profile target and use this profile under local profile under "Enterprise Recipient Mapping" and specify the Report Field as Country which is nothing but specifying the target at publication level.
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