Step by Step for creating an iView on SAP Netweaver Portal
Creating an iView for SAP BO Dashboard on SAP Netweaver Portal
This document on the creation of iView ‘s relates to one straight forward question, which is “I have created an SAP Dashboard. I want to publish that dashboard onto SAP Netweaver Portal. How do I do that?”.
Before getting into the steps of creating iView’s, we have to look at the process flow/creation flow & the page structure.
- Role –> Workset –>Page –> iView or iView –> Page –> Workset –> Role
Role is top most node and iView is lowest node.
We can start either from creating a role till iView or from creating an iView till creating a role. In this tutorial we will start from creating an iView. The steps for creation are
- 1.) Create an iView.
- 2.) Create a Page.
- 3.) Assign the iView to Page.
- 4.) Create a Workset.
- 5.) Assign the Page to Workset.
- 6.) Create a Role.
- 7.) Assign the Workset to the Role.
- 8.) Assign groups or users to the Role.
- I.) Create an iView:
- Content Administration à Portal Content Management à Portal Content à “create a folder” à Right click on the folder à Choose New à iView à iView from Template
Once the URL is entered, the iDocID/CUID get’s populated automatically. If not the iDocID/CUID can be obtained from the properties of the dashboard from CMS.
- II.) Create Page:
Once the iView is created, the next step is to create a Page where this iView has to be loaded.
- III.) Create Workset:
Now link the “Page” to the “Workset”. Open the “workset” and then right click on the “Page”. You would get the options as shown in the picture below. Choose “Delta Link” to link the “Page” with “Workset”.
Once the “page” is assigned to the “workset”, it will get aligned as shown below.
- IV.) Create a Role:
Now the 4th step is to create a “role” and assign the “workset” to the “role”.
You can choose
- a.) to assign it to standard roles to publish on the portal or
- b.) Create a role directly linking to the backend or workcenter or package or
- c.) Create a free role or new role and publish on the portal.
Here I have created a simple role and have assigned users to it and also assigned this role to already available role on the portal.
Once the role is created, the next step is to assign the workset we have created earlier to the newly created role.
Note: To assign the workset, you have to be in the “role” page and then right click on the “workset”, only then you would get the option of delta linking the workset to the role.
The final Data flow is the one below
- Role à Workset à Page à iView
- V.) Assign Users to Role:
Next step is to assign the users to the role which we have created. Once you have assigned the users to the role, you would be seeing your role on the role ribbon in the portal.
Here I already had a role by the name “Dashboard” created and I have linked the role “Usage Stats Role” I have created to the “Dashboard” role using “Merge ID” option in the properties of my role “Usage Stats Role”.
ID of role “Dashboard” here is “id_role_dash1”. Type in this role ID into the “Merge ID” of “Usage Stats Role” role. If the merge Id is not given, your role would show up in the “Role Ribbon” (as in the above picture).
Go to “User Administration” and search for the role we have created.
The “**_APPS_USRS” group was already created by the Basis team. This group consists of user’s with rights to view these dashboards. We can also choose individual users to give rights to view the dashboards. Search for the groups or user id’s and click on “Add”. It’ll get added to the “Assigned Groups”.
Once done, save and refresh.
Note: When you want to see the changes, logout of the portal and re-login. Below are the changes you would see…..