IFS BA Report Upgrade Utility

IFS Business Analytics client released with IFS Applications 8 targets technology newer than the previous client versions.

IFS Applications version	Targeted .NET Version	Targeted VSTO Runtime version
APP 7	.NET 2.0	Visual Studio Tools for Office Second Edition Runtime
APP 75	.NET 2.0	Visual Studio Tools for Office Second Edition Runtime
APP 8	.NET 4.0	Visual Studio 2010 Tools for Office Runtime

Because of this technology shift, the reports that were created using earlier versions should be upgraded, so that they can be used with the new IFS Business Analytics client. IFS BA Report Upgrade Utility provides the possibility to upgrade older reports to work with the new IFS Business Analytics version. The tool facilitates the upgrade of reports that are stored in the local machine or in a remote folder. Also you can use this tool to upgrade the reports that are already saved, published or archived in IFS Applications.

How to Install IFS BA Report Upgrade Utility
Upgrade IFS Business Analytics Reports

How to Install IFS BA Report Upgrade Utility

IFS BA Report Upgrade Utility is automatically installed when IFS Business Analytics client version 3.1.x is installed. After successful installation, BA Tools sub folder will be created under IFS Business Analytics 3.0 folder.

Upgrade IFS Business Analytics Reports

IFS BA Report Upgrade Utility enables you to upgrade reports that are saved in the local machine as well as reports that are stored in IFS Applications.

Upgrade Reports Saved in the Local Machine

Note: Before running this process, create backup copies of all the reports you are planning to upgrade.

Make sure all the reports are editable (check the Read-only attribute of the files).
Open IFS BA Report Upgrade Utility.
Select Upgrade reports saved on disk. Click Next to continue.
Click Add to select all the reports that you want to upgrade. Also you can drag and drop reports to the selection area. Click Next to start the upgrade process.
Processing all the reports may take long. You can cancel the operation by clicking Cancel if required.
When the operation is completed, the result for each processed report will be displayed as shown below.

Upgrade Reports Stored in IFS Applications

IFS BA Report Upgrade Utility tool can also be used to upgrade reports that are already saved, published or archived in IFS Applications, and related to the following functional areas.

Published/Saved BA Report Templates: These are the reports that are saved or published in the IFS database using Save Report or Publish Report functionality available in the IFS Business Analytics client.
Archived BA Reports in IFS Budgeting Process: When performing the writeback operation for Budget Template Transaction information source, the system stores related BA report instances in IFS Applications. You can upgrade previously stored reports using this utility.
Archived BA Reports in Info Services: Scheduled or ordered report instances are archived in IFS Reports Archive. Use this option to upgrade these archived reports.

Note: IFS BA Report Upgrade Utility does not provide direct functionality to upgrade reports that are attached in IFS Document Management. However, the following section describes how to upgrade reports connected to IFS Document Management using workarounds. >>

Open the IFS BA Report Upgrade Utility.
Select Upgrade reports saved in database. Select one or more options from the list below.
- Published/Saved BA Report templates
- Archived BA Reports in IFS Budgeting process
- Archived BA Reports in Info services
Click Next to continue.
When the Login dialog box for IFS Applications is shown, use it to log in to the required environment.
Select the reports that you want to upgrade from the populated list.
Click Next to continue.
Processing all the reports may take long. You can cancel the operation by clicking Cancel if required.
When the operation is completed the result for each processed report will be displayed as shown below.

Upgrade Reports Connected to IFS Document Management

Business Analytics reports that are connected to IFS Document Management cannot be upgraded directly using the IFS BA Report Upgrade Utility tool. Follow one of workarounds described below.

Workaround 1

Use this workaround If you have access to IFS/Asset Information Integration Manager™ tool provided by Asset Information Integration Manager and if you are familiar with that. If not, use Workaround 2. Use this tool to export IFS Business Analytics reports to a local folder, then upgrade them using the IFS BA Report Upgrade Utility. Next, upload all the reports back to IFS Document Management using the Import functionality provided by the IFS/Asset Information Integration Manager™.

Open the IFS/Asset Information Integration Manager™.
Define export parameters.
Click Export. You will get a log (informing you whether the export is successfully performed or detailing any errors that may have occured).
Find exported IFS Business Analytics report files. Upgrade them using IFS BA Report Upgrade Utility tool. Click here >> for more information.
Define import parameters and save.
Click Import to upload upgraded reports to the server. If the documents were in Released status in IFS Document Management, you will find new revisions created for those.

Workaround 2

Open IFS Enterprise Explorer, and navigate to Document Management -> Document Revisions window.
The documents that are in Released status cannot be edited. Select those documents, right-click and then click Create New Revision to create new revisions for them.
To temporarily change the file association of .xls and .xlsx files to IFS BA Report Upgrade Utility, follow the steps below.
1. Right-click on any .xls file and, depending on the programs installed on your computer and complete one of the following steps:
  - Click Open With to choose the program that you want.
  - Point to Open With, and then click Choose Default Program to choose the program that you want.
2. If you clicked Choose Default Program, the Open With dialog box will be displayed.
3. Click Browse, The file selection dialog will be displayed.
4. Navigate to the Business Analytics installation location (C:\Program Files (x86)\ IFS Applications\IFS Business Analytics by default) and select BAReportUpgradeUtilityLauncher.exe
5. Select the Always use the selected program to open this kind of file check box and click OK.
6. Repeat this operation for a .xlsx file also.
In Document Revisions window, select the revisions that should be upgraded. Right click and then click Edit Document under File Operations.
All the files will be checked out to Local Check-Out Path defined under User settings.
The files will be automatically upgraded during the check-out process.
Select all the revisions, right-click and then click Check In Document under File Operationsto check in upgraded reports.
Change the file association for .xls and .xlsx files back to Microsoft Excel.