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Roambi Publisher - Frequently Asked Questions
What is the Roambi Publisher?
What is an RBI file?
Can I share Roambi files with other people?
How do I email reports to my friends? What if they don't have Roambi?
What languages are supported for Roambi for iPhone and Roambi Publisher?
What file types can I import to create my Roambi file?
Can I use a file hosted on the web as a source in Roambi?
What are the requirements for running Roambi Publisher?
What operating systems are supported for running Roambi Publisher?
What browsers can I use to run Roambi Publisher?
How do I make changes to an existing RBI?
I imported my source file, but I would like to make some customizations or add charts. How do I do it?
I'm using the PieView, but I don't see any data rendered?
I am having trouble setting up my Excel Spreadsheet in Roambi Publisher. What are the best practices for using Excel files?
Where do I save my Salesforce Roambi files?
What versions of Salesforce.com are supported?
I'm being asked for a Salesforce.com security token. How do I get one?
What types of Salesforce.com reports are supported?
My Salesforce data has changed. How can the Roambi be updated with the new data?
What versions of BusinessObjects Enterprise are supported?
What versions of Crystal Reports are supported?
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What is the Roambi Publisher?
The Roambi Publisher is the online application that allows you to publish Roambi files that contain your own data. To access the Roambi Publisher, sign up for a free account and start sharing your own Roambi files today.
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What is a RBI file?
RBI is the file extension for all Roambi documents. This is the file type that is created using the Roambi Publisher. RBI files are displayed on your iPhone with the free Roambi App downloaded from the Apple iTunes App Store.
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Can I share Roambi files with other people?
Yes, in fact, you are encouraged to do so. Send them an email directly from Roambi for iPhone or from Roambi Publisher.
REMEMBER: You can only share Roambi files for non-commercial purposes - so you cannot charge for distributing them. If you are interested in charging for the Roambi content you distribute, please contact us for more information.
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How do I email reports to my friends? What if they don't have Roambi?
You can send your friends an email from the Roambi Publisher or directly from your iPhone. The Publisher will provide the email option during the final publishing step. From the iPhone, you can tap "Email Roambi" from the Roambi info page inside of the Roambi Library. If your friends don't have Roambi, the email link will redirect them to the Apple iPhone App Store where they can download Roambi.
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What languages are supported for Roambi for iPhone and Roambi Publisher?
Both Roambi for iPhone and Roambi Publisher are in English. However, the Roambi files will display any of the languages supported by the Flash Player and the iPhone.
You can find more information at: http://www.apple.com/iphone/specs.html
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What file types can I import to create my Roambi file?
Roambi supports the following file types: HTML (local), CSV (local), XLS, XLSX, SAP BusinessObjects Crystal Report (RPT)*, SAP BusinessObjects Web Intelligence* and Salesforce reports. The list is growing fast. Check our site frequently. *Requires Roambi Enterprise.
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Can I use a file hosted on the web as a source in Roambi?
Roambi.com users may import source files from their desktops or from Salesforce CRM. Note, the Salesforce integration requires a Salesforce CRM account. With Roambi for the Enterprise, users may browse and select files that are stored on their Enterprise portals, such as SAP BusinessObjects Infoview.
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What are the requirements for running Roambi Publisher?
Roambi Publisher requires a computer with a minimum of 2GB RAM, an Internet connection, a Roambi.com account, and Flash Player 10. If you don't have Flash Player 10, you can download it from here: http://get.adobe.com/flashplayer/
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What operating systems are supported for running Roambi Publisher?
We support all Windows XP, Vista, and Mac.
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What browsers can I use to run Roambi Publisher?
Roambi Publisher will run on Internet Explorer 6 and up, Firefox, and Safari 3 and below.
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How do I make changes to an existing RBI?
Navigate to the Roambi Publisher and select "Open an Existing Roambi" from the carousel.
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I imported my source file, but I would like to make some customizations or add charts. How do I do it?
Our back-end logic is constantly evolving to give you the best "one click" experience possible. In case you need to make changes, you can use to the Refine option in the Roambi Publisher to organize columns, add charts, create groups, etc.
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I'm using the PieView, but I don't see any data rendered?
Look at the selection of data you are trying to chart and be sure there is only numeric data in this selection. Roambi PieView cannot chart the information when numeric formatting is not consistent for the entire selection. For example, if you are using Excel as a data source, you will need to select a region of rows and columns. One column has your titles and the next column has your pie chart data. The column with your pie chart data MUST have only numeric data.
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I am having trouble setting up my Excel Spreadsheet in Roambi Publisher. What are the best practices for using Excel files?
The best results are achieved by using our Roambi templates.
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Where do I save my Salesforce Roambi files?
You may only save Salesforce Roambi files within the "Documents" folder of his/her Salesforce account.
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What versions of Salesforce.com are supported?
Roambi for Salesforce.com supports Enterprise Edition, Unlimited Edition, or Developer Edition.
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I'm being asked for a Salesforce.com security token. How do I get one?
Login to your Salesforce.com account and go to the "Set Up" page, or search the Salesforce.com online help. After you request a Salesforce.com security token, Salesforce.com will send you the security token by email. Copy and paste the security token on the Roambi login screen.
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What types of Salesforce.com reports are supported?
Roambi supports all standard and custom reports that are saved in the Salesforce.com public folders. We do not support reports saved in "My Personal Folder" or the "Unfiled Public Folder."
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My Salesforce data has change. How can the Roambi be updated with the new data?
Yes. If the Roambi was created with this in mind, tap on the Refresh icon inside of the Roambi View's toolbar on your iPhone. You must enable the Refresh feature during design time before publishing your Roambi. Once your new data is ready, you will receive an alert to download the file on your iPhone.
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What versions of BusinessObjects Enterprise are supported?
Roambi for the Enterprise supports BusinessObjects Enterprise XI 3.0 and 3.1.
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What versions of Crystal Reports are supported?
Roambi for the Enterprise supports RPT files created with Crystal Reports 2008 and earlier.
