Using the QIQ Related Document Properties Frame

  To use the related documents function:

1. In Interactive Reporting Studio, navigate to QIQ Related Document Properties.

   To access the configuration frame, use Sections or the Configuration drop-down list found in Dashboard Studio.

2. In Display Name, enter a title for the related document.

   The name that is displayed in the Related Documents drop-down list when is clicked on the dashboard top panel.

3. In Document Path, enter the file path, folder location, URL, or e-mail address to associate with the specified title.

   These syntax rules apply.

   File or Folder—A universal naming convention (UNC) shared file or folder location can be entered to bring up a file or folder from a shared location. It is recommended that folders are accessed through Network Neighborhood or My Network Places as these systems generate UNC names that work from a computer on a LAN.

   URL—Text beginning with a standard Internet protocol prefix (http://, ftp://, www, and so on), opens the default Web browser. For example, if www.hyperion.com is entered, clicking (Related Document) on the dashboard launches the Oracle Web site. This functionality can also be used to link to Interactive Reporting documents available through Oracle Hyperion Enterprise Performance Management System On-Demand Server.

   E-mail—Text that is prefixed with mailto: brings up the registered e-mail client. For example, if mailto:support@company.com is entered, clicking on the dashboard launches the e-mail client and creates an e-mail pre-filled with the specified e-mail address on the To: line. The syntax for the mailto: URL conforms to rfc2368. Search for rfc2368 in a Web search engine for all syntax rules and information about how to pre-fill the subject line or the body of the e-mail.

   The ability to activate folders, URLs, or e-mail clients works only if the dashboard is viewed in Windows. Non-Windows users are able only to specify a file as the related document, so the path to the handler must be entered explicitly, because Dashboard Studio works exclusively in Windows.

4. Click Browse (next to Document Path) and locate a file or folder to be a related document.

   As a result of necessary components, such as Visual Studio or Visual Basic, not being installed correctly on the computer, Browse may not be visible on the frame. If Dashboard Studio detects that Browse may not work properly, it hides it from view.

5. Optional: To use another program other than the default to open the related document, in Document Handler, enter the path of the application.

   For example, to open the document in Word, locate Winword.exe.

   If a document handler is explicitly set, to view the related document, a user must have the handler installed in the set location.

   Some document handlers (such as Interactive Reporting Studio brioqry.exe) do not recognize the file:/// document path format. To specify a document handler that does not recognize the document path, change the document path to a standard Windows path.

   For example, change file:///C:/Related Document.bqy to read C:\Related Document.bqy.

   The file:/// item enables the related document to be launched when the dashboard is imported into EPM Workspace. However, changing to a standard Windows path may prevent the document opening in EPM Workspace.

6. After the related document is configured, click Test to launch the document and check the settings.

7. Click Add to insert the configured related document.

8. Optional: Reorder Related Documents List items, by selecting an item and clicking or .

9. Optional: To delete the document from the list, select it, and click Remove.