This page presents some miscellaneous IFS Business Analytics (BA) related configurations.
Use this page to learn more in detail about how to handle Business Intelligence related configurations of general nature.
This section describes necessary settings to enable access of IFS Business Analytics reports from IFS Document Management.
It is not necessary to have a separate Document Class for IFS Business Analytics reports but to avoid problems it is recommended that a separate class is used.
Add the Document Class in the Document Class tab in the Document Basic window.
Create a repository for the new class. This is done in the Repositories tab in the EDM Basic window.
| Attribute | Value |
|---|---|
| Repository ID | BAREP |
| Document Class | BAREP |
| Repository Type | Database |
| Status | Generating |
When an IFS Business Analytics report is opened from Document Management, no macros should be executed.
Open the Document Class Process Action window.
Create a new action for your Document Class.
| Attribute | Value |
|---|---|
| Document Class | BAREP |
| Document Process | VIEW |
| Macro Option | NoMacro |
| Name Files Using | Default Document Title and Name |
When a report with connection to Document Management is executed, the new version of the report will be saved and the status will be set to Released. However, this requires that no manual security check-points have been activated.
Open the Document Default Values tab in the Document Basic window.
Check the value of the DB Column SET_APPROVED_SEC_CHKPT.
If the default value is set to Y for this parameter, it means that a manual approval must be done and the document will not be set to status Released by default. However you can override this value for your document class.
Open the Document Class Management window and select your Document Class. Now examine the values in the Document Default Values tab.
If there are no values, you can use RMB Copy All Defaults.
Next make sure that that the value is N for DB Column SET_APPROVED_SEC_CHKPT and select Override Default for this value.
To be able to connect an IFS Business Analytics report to Document Management, it is required that a new document is created. This can be done in different ways. One possibility is to create a new document in the Document Titles overview window.
Enter the Document Class and a Title.
Note down the document number; you will need it when scheduling an IFS Business Analytics report.
This step is required if you want to change the default settings for the revision handling of the document. To access these settings, use RMB Change report archive settings… in the Document Titles window.
The Report Archive Settings dialog will appear. By default, a previous released revision will set to obsolete when a new released revision is created. It is recommended to always have this option enabled. In addition to this setting, you can also choose to delete an obsolete revision, using the Delete Obsolete Revision in the settings dialog.
This step is required only if the report should be accessible from the Document Management portlet.
Open the Document Folders window.
Create a new document folder and make sure that the Publish check box is selected.
Now use the RMB option Document Folder Navigator…
Add a new document for your document class and for the recently created document number.
Click on the document in the left hand navigator. The Document Details is now the active tab.
Use RMB Document Revision
Release the document by selecting the Release check box in On-Save Operations group box. Then Save.
A published IFS Business Analytics report can in Info Services be found in the Report to Schedule List of Values under BACLI component in the Create new Report schedule feature or in the Order Reports list.
Note: New published reports are not automatically available in the list of reports in Info Services. You might have to log off and then log on to IFS Applications to refresh the list of reports.
When scheduling an execution of an IFS Business Analytics report, there is one archive option available where a Document Number should be supplied. The document number is here the one described in the setup of Document Management section.
Fill necessary parameters in Report Settings\Parameters tab and in Report Settings\Settings tab, in Report Archive group box select the Archive the report as a document and supply the previously created document number.
Select scheduling option.
Save the schedule. Now in the List Scheduled Reports you will find the started schedule and the number of executions is also displayed.
When the job has executed, go to Document Management, Document Revisions window. The new revision of the document will be in Release state while the previous revision will be in Obsolete state.
In order to access an IFS Business Analytics report in a Document Management portlet follow the instructions below.
Start by logging on to your Personal Portal in the IFS Enterprise Explorer client.
Configure appropriate view by adding the portlet New Documents from the Portlet Library.
Configure the portlet by specifying the document folder previously defined for the document class.
Scheduled IFS Business Analytics reports defined according to previous instructions will now be available in the portlet.
