How to setup the email service & report template with BO XI3

Question

Hi,
I'm new to BOBJ. Can anyone share your experience and guidelines on setting up the email server? I tried to do it in CMC, yet it doesn't works.
My requirement is that :
1. I need to send the WebI report to a group of users in a specific datetime(scheduler). Can BO XI3 works in this way?If yes,then how?
2. Is there a way to configure the WebI report with Company Logo and Company Name? Maybe we can called it as a report template, so the Company Logo and Company Name will appear whenever the user create any new report. How should I handle this?
Please advise.
Much appreciation for your help!
Best regards,
Tee

Answer 1

1. There are a few steps to set up an email server. The best guide to this is the BOE administrators guide, which you can access at help.sap.com or try this link http://help.sap.com/businessobject/product_guides/boexir31/en/xi3-1_bip_admin_en.pdf
You will want to go the section on Email destination properties.
Basically you will need the details of your SMTP server, and enter details for the appropriate job server(s).
2. To setup a Webi template you create a report off of a Universe, format it so it displays your company logo in your header (look at the properties tab), and hard-code your company name, or use a dimension object with your company name in the query.
Do your formatting on this simple report how you want it, i.e. fonts, borders, shading, page margins etc. Then in your query strip out all query objects apart from at least one, which is common between all your universes (i..e you could define a dummy variable like Today's date in all your universes).
Save this report as 'Template Report' or similar, and ask all your users to use that as the starting point. So they would edit the template report, re-point the report to whatever universe they wanted then save it as a different name. Make sure they don't overwrite the template report.
Good luck!