Administration Tutorial

Administrator Login

• Login to Administration – enter required password

Administration Options

• Link to administration pages for: Mappings & Templates Users & Groups User Favorites System Settings Look & Feel

• Link to Report Generation

• Link to Administration online Help & IR web page

• Link to SQL Tools

Mapping Maintenance

• Mappings – connection between User’s data (source) and an IR Template (destination) Template associated with Mapping Data Source associated with Mapping Clone a Mapping to create new copy Export Mapping as XML file Delete Mapping

• Mapping Tasks Create New Mapping Import Existing Mapping Validate Mappings

Mapping Editor – Master Screen

• Information associated with specific Mapping Database Preferences Mapped fields – lookups & attributes Links to Mapping Tasks

Database Preferences

• Provide Name & Description

• Select IR Template to be used

• Select database type – SQL Server, Oracle etc

• Provide Database Connection – DSN details or DB string

Set Datasource

• Select table or specify SQL statement to collect required field from mapped data source

Map Transaction Fields

• Source: fields from transaction table - Destination: fields from IR template – muneric elements, textual

elements (Lookups)

Highlight source & destination fields click Connect

• List of mapped fields Set Properties Select Filter Type Delete Mapped Field

Mapping Preferences - System

• Set Currency for reports

• Overwrite System Preferences Default Dates for financial year GUI options Report table data layout options

• Select IR features to use in reports

Mapping Preferences - Report

• Overwrite default Security settings

Mapping Preferences - Security

Mapping Security

• View list of users that have access to mapping

• Modify Security settings for mapping

Template Maintenance

• Templates – access database information without the need to deal directly with tables & forms Mappings based on Templates Clone a Template to create new copy Export Template as XML file Delete Template

• Template Tasks Create New Template Import Existing Template

Template Editor – Master Screen

• Information associated with specific Template Template Preferences Variables – numeric or currency qtys to appear in Mapping

Destination list – components of Calculated Variables Calculated Variables – numeric fields to appear in reports Lookups – textual or date fields to appear in Mapping

Destination list Reports – list of fields to appear in each type of Report, ie,

Analyze, Comparison, Pivot etc

Template Preferences

• Provide Name & Description

• Set Number of Default Dropdowns on Report Setup Pages

• Set Default Analyze by value for Full/Restricted access

• Set Security Fields

Variables

• Provide Name for Variable

• Select Type of Variable – numeric / currency

• Provide Default value if required

• Specify if Variable is mandatory in mapping

Calculated Variables

• Provide Name for Calculated Variable

• Set Type of field – number / currency / percentage / date

• Construct expression to evaluate Calculated Variable

• Select to which reports the Calculated Variable should appear

• Determine position of field in report table data

• Format Calculated Variable

Lookups

• Provide Internal Name and Label of lookup to be used when mapped

• Select Data Type – text (no additional fields) / text with Lookup (additional fields: key, description, attributes) / date

• Select position of mapped lookup in report setup pages

• Specify key, description, attributes as required

Report Configuration

• Select fields to appear to each type of report

• Adjust order of fields in report table data

User & Group Maintenance

• IR Users information Login Name, Full Name Current Login acccounts users currently logged in Num of Logins accounts how many times a users

has logged in over period of time Delete User

• Groups Name & Delete option• User Tasks

Add New User / Group Reset Counters

Edit User Details

• Set Login Name & Password

• Restrict User to IP address if required

• Allow User to access favorites

• Set Default Page for User after login

• Add User to Group

• Set Access to Mappings – Full Access / Restrict / No Access

Edit Group Details

• Provide the Group Name

• Select Users to the Group

User Favorites

• List of Favorites organised by User• Information about Mapping, Scheduled Emails• Option to Copy an Existing Favorite• Export / Import Favorites• Edit Favorite’s options• Delete Favorite• Ability to view a Favorite once logged in

Modify User Favorite

• Option to change Owner

• Modify Favorite’s Title

• Schedule Email

• Share Favorite with other Users / Groups

Favorite Categories

• Create Cateogies to group Favorites

Import

• Import Mapping from Source file Click Browse to select XML mapping file Select file Click Import to add in mappings list

• Similar Import option for Template & Favorites

System Settings - General

• Set Administration Password

• Set the time for users to remain idle before logged out

• Set Character Set for IR reports

• Set Default Dates for financial year

• Update License details

• Locate Intranet files

• Select User Authentication Method for IR login

• Set Windows domain, user names & passwords

• Set Password Update Interval if required

System Settings – User Security

• Set Email Source for reports

• Set SMTP options

• Enable Excel attachements if required (Excel must be installed on server)

System Settings – Email

• Select Default GUI & Advanced Page type

• Set default options for some of the report methods

• Set options for report table data – width, rows & columns

• Set Font Options & Colors

System Settings – Preferences

Look & Feel

• Design custom appearance for IR reports Build-in IR Look & Feel Style Design your own – specify pages style, own

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