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Agenda:Agenda:• Operational Data Store ( ODS ) Operational Data Store ( ODS )

• What is it? What is it? • How is it loaded?How is it loaded?• How does the WRL work with the ODS?How does the WRL work with the ODS?

• Logging On Logging On • WRL Home Page WRL Home Page

• Learn about the general layout Learn about the general layout • Learn where to go to accomplish common tasks Learn where to go to accomplish common tasks

• Changing your preferences Changing your preferences • Which preferences are worth changing Which preferences are worth changing

• Organizing folders Organizing folders • Accessing/Navigating your folders or Inbox Accessing/Navigating your folders or Inbox • Creating personal folders Creating personal folders

• Organizing Objects Organizing Objects • Selecting which objects are displayed Selecting which objects are displayed • Sorting Sorting • Searching Searching

• Viewing, Printing and Exporting Viewing, Printing and Exporting

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Operational Data Store ( ODS ) Operational Data Store ( ODS ) • What is it? What is it? • How is it loaded? How is it loaded? • How does the WRL work with the ODS?How does the WRL work with the ODS?

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Operational Data Store ( ODS ) Operational Data Store ( ODS ) • What is it? What is it?

ODS

1.1. The ODS is an Oracle Database.The ODS is an Oracle Database.2.2. The ODS stores Banner data, that is sorted into The ODS stores Banner data, that is sorted into

predefined views for easier reporting and data predefined views for easier reporting and data retrieval.retrieval.

3.3. The ODS is the data source for 98% of WRL The ODS is the data source for 98% of WRL Reporting.Reporting.

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Operational Data Store ( ODS ) Operational Data Store ( ODS ) • How is it loaded? How is it loaded?

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Operational Data Store ( ODS ) Operational Data Store ( ODS )

Banner ODS

BannerTables

Triggers

ChangeTables

CompositeViews

PL/SQLETL and

Delete

ODSTables

BaseViews

ObjectAccessViews

ReportingViews

2 – 6 am2 – 6 am

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Operational Data Store ( ODS ) Operational Data Store ( ODS ) • How does the WRL work with the ODS?How does the WRL work with the ODS?

ODSODS

ODSTable

BaseView

ObjectAccessView

ReportingView

WRLWRL

http://reports.utoledo.eduhttp://reports.utoledo.edu

UsersUsers

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Operational Data Store ( ODS ) Operational Data Store ( ODS ) • How does the WRL work with the ODS?How does the WRL work with the ODS?

ODSODS

ODSTable

BaseView

ObjectAccessView

ReportingView

WRLWRL

http://reports.utoledo.eduhttp://reports.utoledo.edu

UsersUsers

Web Report Library

Agenda:Agenda:• Operational Data Store ( ODS ) Operational Data Store ( ODS )

• What is it? What is it? • How is it loaded?How is it loaded?• How does the WRL work with the ODS?How does the WRL work with the ODS?

• Logging On Logging On • WRL Home Page WRL Home Page

• Learn about the general layout Learn about the general layout • Learn where to go to accomplish common tasks Learn where to go to accomplish common tasks

• Changing your preferences Changing your preferences • Which preferences are worth changing Which preferences are worth changing

• Organizing folders Organizing folders • Accessing/Navigating your folders or Inbox Accessing/Navigating your folders or Inbox • Creating personal folders Creating personal folders

• Organizing Objects Organizing Objects • Selecting which objects are displayed Selecting which objects are displayed • Sorting Sorting • Searching Searching

• Viewing, Printing and Exporting Viewing, Printing and Exporting

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Logging On Logging On

To access the web report library ( WRL ), type this URL for it in your web browserTo access the web report library ( WRL ), type this URL for it in your web browser.

  Http://reports.utoledo.eduHttp://reports.utoledo.edu

 

Type in your user name and password.Make sure your Authentication is set to Windows AD. Click Log On. The home page appears 

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The Home Page The Home Page

Object AreaObject Area

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Title AreaTitle Area

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The Home Page The Home Page ( Main Tool Bar )( Main Tool Bar )

• Main Tool Bar

Displays the InfoView home page.

Hides or displays the navigation panel on the leftof the window.

Select the option you want, to create a new folder or category, or to add an object to a folder.

Refreshes the screen.

Allows you to send an object or instance to a destination. Such as email, BO Inbox, FTP Location, File Location

Allows you to create custom dashboards

Allows you to search for specific objects. Such as all fields, title, keyword and advanced search...

Allows you to set your preferences for how information is displayed in the WRL.

Click to log off.

Displays the online help for InfoView.

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The Home Page The Home Page ( Navigation Panel )( Navigation Panel )

Navigation panelThis area displays a tree representing your place in the structure of folders or categories, and it has its own toolbar.

To access your folders or your InboxIn the navigation panel, click the Show Folder on the toolbar. The folders

are displayed in the navigation panel. By default, My Folders and Public Folders are displayed.

To access categories1. In the navigation panel, click Show Categories. My Categories andCorporate Categories appear in the navigation panel.2. Expand either category by clicking the plus icon beside its name.To see the sub-categories, click the plus sign beside a category name.3. Click the category name. The objects that have been assigned to thatcategory appear in the objects area.

Refreshes just the Navigation Panel

Display Properties

Move, copy and delete objects

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The Home Page The Home Page ( Navigating ) ( Navigating )

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Agenda:Agenda:• Operational Data Store ( ODS ) Operational Data Store ( ODS )

• What is it? What is it? • How is it loaded?How is it loaded?• How does the WRL work with the ODS?How does the WRL work with the ODS?

• Logging On Logging On • WRL Home Page WRL Home Page

• Learn about the general layout Learn about the general layout • Learn where to go to accomplish common tasks Learn where to go to accomplish common tasks

• Changing your preferences Changing your preferences • Which preferences are worth changing Which preferences are worth changing

• Organizing folders Organizing folders • Accessing/Navigating your folders or Inbox Accessing/Navigating your folders or Inbox • Creating personal folders Creating personal folders

• Organizing Objects Organizing Objects • Selecting which objects are displayed Selecting which objects are displayed • Sorting Sorting • Searching Searching

• Viewing, Printing and ExportingViewing, Printing and Exporting

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Changing Your PreferencesChanging Your Preferences

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Changing Your PreferencesChanging Your Preferences

If the number of objects is If the number of objects is too small your object panel too small your object panel with paginate.with paginate.

If you add items to your If you add items to your favorites folder you may favorites folder you may wish to default your view to wish to default your view to that folder. You can also that folder. You can also select specific folders not select specific folders not listed here.listed here.

Select the summary infoSelect the summary infoyou want your objects to you want your objects to showshow

Great for multiple Great for multiple monitors or large monitorsmonitors or large monitors

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Changing Your PreferencesChanging Your Preferences

Only pertains to the Only pertains to the DHTML ViewerDHTML Viewer

DHTML is the default DHTML is the default and works best with and works best with most browsers.most browsers.

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Agenda:Agenda:• Operational Data Store ( ODS ) Operational Data Store ( ODS )

• What is it? What is it? • How is it loaded?How is it loaded?• How does the WRL work with the ODS?How does the WRL work with the ODS?

• Logging On Logging On • WRL Home Page WRL Home Page

• Learn about the general layout Learn about the general layout • Learn where to go to accomplish common tasks Learn where to go to accomplish common tasks

• Changing your preferences Changing your preferences • Which preferences are worth changing Which preferences are worth changing

• Organizing folders Organizing folders • Accessing/Navigating your folders or Inbox Accessing/Navigating your folders or Inbox • Creating personal folders Creating personal folders

• Organizing Objects Organizing Objects • Selecting which objects are displayed Selecting which objects are displayed • Sorting Sorting • Searching Searching

• Viewing, Printing and ExportingViewing, Printing and Exporting

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Organizing Folders Organizing Folders

The Favorites folder contains the folders (those you selected or created) and objects you selected The Favorites folder contains the folders (those you selected or created) and objects you selected on the Organize Folders page. The Inbox is your personal inbox. You can schedule objects to your on the Organize Folders page. The Inbox is your personal inbox. You can schedule objects to your

inbox, or send object or instances directly to your own inbox, or the inboxes of other users.inbox, or send object or instances directly to your own inbox, or the inboxes of other users. 

To access your folders or your Inbox To access your folders or your Inbox

Go to the navigation panel, and click the Show Folder icon on the Go to the navigation panel, and click the Show Folder icon on the toolbar. The folders are displayed in the navigation panel. By default, toolbar. The folders are displayed in the navigation panel. By default, My Folders and Public Folders are displayed.My Folders and Public Folders are displayed.

Expand Expand My FoldersMy Folders..

Click Click Favorites Favorites or or InboxInbox, or click the plus sign beside the name to , or click the plus sign beside the name to expand them. To see the sub-folders for a folder, click the plus sign expand them. To see the sub-folders for a folder, click the plus sign beside the folder or inbox name.beside the folder or inbox name.

Accessing/Navigating your foldersAccessing/Navigating your folders

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Creating Personal FoldersCreating Personal Folders

Folders and subfolders, are created for you by your WRL administrator, but you can also create Folders and subfolders, are created for you by your WRL administrator, but you can also create folders in your Favorites folder folders in your Favorites folder as long as you have the necessary rights.as long as you have the necessary rights.   

Organizing Folders Organizing Folders

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Agenda:Agenda:• Operational Data Store ( ODS ) Operational Data Store ( ODS )

• What is it? What is it? • How is it loaded?How is it loaded?• How does the WRL work with the ODS?How does the WRL work with the ODS?

• Logging On Logging On • WRL Home Page WRL Home Page

• Learn about the general layout Learn about the general layout • Learn where to go to accomplish common tasks Learn where to go to accomplish common tasks

• Changing your preferences Changing your preferences • Which preferences are worth changing Which preferences are worth changing

• Organizing folders Organizing folders • Accessing/Navigating your folders or Inbox Accessing/Navigating your folders or Inbox • Creating personal folders Creating personal folders

• Organizing Objects Organizing Objects • Selecting which objects are displayed Selecting which objects are displayed • Sorting Sorting • Searching Searching

• Viewing, Printing and ExportingViewing, Printing and Exporting

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Organizing Objects ( Filtering )Organizing Objects ( Filtering )By default, BusinessObjects Enterprise shows you all the objects you have the rights to see in your By default, BusinessObjects Enterprise shows you all the objects you have the rights to see in your view. If you want to temporarily limit the type to make searching easier, you can choose to display view. If you want to temporarily limit the type to make searching easier, you can choose to display objects of a specific type. Object types include Crystal reports, Web Intelligence documents, Excel,objects of a specific type. Object types include Crystal reports, Web Intelligence documents, Excel,PowerPoint, program objects, object packages, text files, and many others. PowerPoint, program objects, object packages, text files, and many others. 

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Organizing Objects ( Sorting )Organizing Objects ( Sorting )By default, objects are sorted alphabetically by title. To sort objects click the heading for the column that you By default, objects are sorted alphabetically by title. To sort objects click the heading for the column that you want to sort by. When you click the column heading, the system sorts the objects in ascending order. When want to sort by. When you click the column heading, the system sorts the objects in ascending order. When you click the column heading again, it sort the objects in descending order. you click the column heading again, it sort the objects in descending order. 

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Organizing Objects ( Searching )Organizing Objects ( Searching )You can do a structured search to find objects on BusinessObjects Enterprise. Type the exact phrase and You can do a structured search to find objects on BusinessObjects Enterprise. Type the exact phrase and select a search field, such as title or description. select a search field, such as title or description.   

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Organizing Objects ( Adding Objects )Organizing Objects ( Adding Objects )To add an object to a folder, you must have the right to access the folder. To add an object to a folder, you must have the right to access the folder.   

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Organizing Objects ( Adding Shortcuts )Organizing Objects ( Adding Shortcuts )To add an object to a folder, you must have the right to access the folder. To add an object to a folder, you must have the right to access the folder.   

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Agenda:Agenda:• Operational Data Store ( ODS ) Operational Data Store ( ODS )

• What is it? What is it? • How is it loaded?How is it loaded?• How does the WRL work with the ODS?How does the WRL work with the ODS?

• Logging On Logging On • WRL Home Page WRL Home Page

• Learn about the general layout Learn about the general layout • Learn where to go to accomplish common tasks Learn where to go to accomplish common tasks

• Changing your preferences Changing your preferences • Which preferences are worth changing Which preferences are worth changing

• Organizing folders Organizing folders • Accessing/Navigating your folders or Inbox Accessing/Navigating your folders or Inbox • Creating personal folders Creating personal folders

• Organizing Objects Organizing Objects • Selecting which objects are displayed Selecting which objects are displayed • Sorting Sorting • SearchingSearching

• Viewing, Printing and ExportingViewing, Printing and Exporting

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Viewing, Printing and ExportingViewing, Printing and ExportingDepending on which Crystal report viewer you are using, there are a number of activities you can Depending on which Crystal report viewer you are using, there are a number of activities you can carry out when reviewing a report.  carry out when reviewing a report.  

RefreshRefreshClick Refresh to obtain the most up-to-date report data from the report’s data source. You Click Refresh to obtain the most up-to-date report data from the report’s data source. You need to have the proper rights to run this report and the report must contain the necessary need to have the proper rights to run this report and the report must contain the necessary data source information before you can refresh the report.data source information before you can refresh the report.

FindFindClick Find to launch the Search dialog box. You can type the search criteria you want to Click Find to launch the Search dialog box. You can type the search criteria you want to find in the report.find in the report.

Show/Hide Group TreeShow/Hide Group TreeClick Show/Hide Group Tree to show or hide the report’s group tree. When the group tree Click Show/Hide Group Tree to show or hide the report’s group tree. When the group tree is displayed, you can use it to navigate through your report’s data.is displayed, you can use it to navigate through your report’s data.

Drill downDrill downYou can drill down on report data to show the data beneath charts and summarized You can drill down on report data to show the data beneath charts and summarized groups. Single-click the chart or summarized data to see a drilldown view.groups. Single-click the chart or summarized data to see a drilldown view.

ZoomZoomSelect a magnification factor from the drop-down list to zoom in or out on a report.Select a magnification factor from the drop-down list to zoom in or out on a report.

Scroll through pagesScroll through pagesUse the scroll bars or the Go to Next Page/Go to Previous Page options to move through Use the scroll bars or the Go to Next Page/Go to Previous Page options to move through the pages of a report. Go to First Page and Go to Last Page options are also available.the pages of a report. Go to First Page and Go to Last Page options are also available.

Set parametersSet parametersWhen you launch a report that contains data selection parameters, or when you refresh its When you launch a report that contains data selection parameters, or when you refresh its data, you are prompted to select a value. The values and/or value ranges you can choose data, you are prompted to select a value. The values and/or value ranges you can choose differ from report to report, depending on how the parameter was created in Crystal differ from report to report, depending on how the parameter was created in Crystal Reports.Reports.

    

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ViewingViewingTo view the report in a Crystal report viewer, either click the To view the report in a Crystal report viewer, either click the report title or click "View Latest Instance."report title or click "View Latest Instance."

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Viewing ( Parameters )Viewing ( Parameters )In order to run a report that uses Parameters you must answer/fill In order to run a report that uses Parameters you must answer/fill in the parameter prior to running the report.in the parameter prior to running the report.

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Viewing ( Sizing )Viewing ( Sizing )Sometimes a report will be too large for you resolution. You need Sometimes a report will be too large for you resolution. You need to know how to resize your report for optimum viewing.to know how to resize your report for optimum viewing.

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ExportingExporting

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ExportingExporting

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PrintingPrinting

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Agenda:Agenda:• Operational Data Store ( ODS ) Operational Data Store ( ODS )

• What is it? What is it? • How is it loaded?How is it loaded?• How does the WRL work with the ODS?How does the WRL work with the ODS?

• Logging On Logging On • WRL Home Page WRL Home Page

• Learn about the general layout Learn about the general layout • Learn where to go to accomplish common tasks Learn where to go to accomplish common tasks

• Changing your preferences Changing your preferences • Which preferences are worth changing Which preferences are worth changing

• Organizing folders Organizing folders • Accessing/Navigating your folders or Inbox Accessing/Navigating your folders or Inbox • Creating personal folders Creating personal folders

• Organizing Objects Organizing Objects • Selecting which objects are displayed Selecting which objects are displayed • Sorting Sorting • Searching Searching

• Viewing, Printing and Exporting Viewing, Printing and Exporting

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FAQ:FAQ:Question: When does the ODS get loaded? Question: When does the ODS get loaded?

Answer: Somewhere between 2 and 6:00amAnswer: Somewhere between 2 and 6:00am

Question: How current is the ODS/Data in the WRL?Question: How current is the ODS/Data in the WRL?

Answer: The ODS gets loaded every morning. This means that the data is at least 1 day old. Answer: The ODS gets loaded every morning. This means that the data is at least 1 day old. However, there are some reports that run against production data for real time However, there are some reports that run against production data for real time processing. Though rare these reports should state this in their description.processing. Though rare these reports should state this in their description.

Question: How do I request a report be created and made available in the WRL?Question: How do I request a report be created and made available in the WRL?

Answer: You need to fill out the following form. Answer: You need to fill out the following form.

Question: Why does the WRL crash my Banner session?Question: Why does the WRL crash my Banner session?

Answer: The WRL does not crash Banner sessions. You need to make sure that when you Answer: The WRL does not crash Banner sessions. You need to make sure that when you start up the WRL that you open a new browser window first. Short cuts will open the URL start up the WRL that you open a new browser window first. Short cuts will open the URL in the short cut into the first browser window that was opened. Therefore, causing your in the short cut into the first browser window that was opened. Therefore, causing your banner session to close.banner session to close.

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FAQ:FAQ:Question: Where do I get Banner Training?Question: Where do I get Banner Training?

Answer: Banner is a system made up of multiple modules. You first need to identify which Answer: Banner is a system made up of multiple modules. You first need to identify which module you need training in. Once you have that please contact the following people for module you need training in. Once you have that please contact the following people for specific module training.specific module training.

Bursar/AR: Jeff BowmanBursar/AR: Jeff Bowman

Finance: Stephanie TinsleyFinance: Stephanie Tinsley

Financial Aid: Debra KnappFinancial Aid: Debra Knapp

HR: Alyson Walker, Kathy GeorgeHR: Alyson Walker, Kathy George

Student: Janine LosekStudent: Janine Losek

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Contacts:Contacts:

Please contact the following if:Please contact the following if:

Your login does not workYour login does not work Help DeskHelp Desk

Folder AccessFolder Access Data Custodian for the folderData Custodian for the folder

Report IssuesReport Issues Dominic D'EmilioDominic D'Emilio

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Thank You!Thank You!