Intellicus Enterprise Reporting and Business Insights 19.0

Customizing Configuration Files

0 views June 28, 2020 0

Intellicus stores several application configurations as files on report server and web portal.

Many of the configuration changes like server properties and Ad hoc Wizard customizations can be made through corresponding portal pages.  For changes in other files like mail messages and templates, you need to navigate to Config Files page where you can select a file, make changes and save it.

To edit text-based files, you can use the text editor provided on the page.  The files that need specialized software, you can download the files, edit and upload them back to the server.

To open Config Files page, click Navigate > Administration > Configure > Config Files.

Config Files
Figure 4: Config Files page

From this screen, you can also select one or multiple files and download it on a local machine, as well as upload file(s) back to the server.

To work with the files at Report Server, make sure Report Server link is selected.  To work with files at Web Portal, click Web Portal link.

Options in File Type dropdown will display file types available at selected location (Report Server or Web Portal).  If you see a file node grayed, it means that the file does not exist at the location and so, can’t be downloaded.

To select a folder or a file, you need to expand the parent folder and navigate in its hierarchy by clicking + sign on the left side of the folder.  Filename will be displayed as a leaf node.  To collapse the folder hierarchy, click – sign on left of the folder name.

When you select a file type from the dropdown, the folder in which files of that type are located will be displayed as checkbox.  Description of the selected file type will be displayed on the right of the dropdown.

Edit

Small changes are easy to be made on application UI itself.  Click the name of the file you want to edit.  File name will be highlighted and Edit button will be enabled.  Click Edit button to open the selected file in the editor.

Edit ReportEngine.properties
Figure 5: ReportEngine.properties file being edited on portal

Editor has functionalities like Undo, Redo, Search and Go to line number, which you can access from the toolbar.  You can also maximize or minimize the editor.

Click Save button to save the changes.

Download

You can download one file or multiple files at a time.

Check the checkbox on the left of the file name to select that file for download.  To select all the files within a folder for download, check the checkbox on the left of the folder in which files are present.  Number of selected files is displayed on the left side of Zipped checkbox.

Downloading files
Figure 6: Downloading files

When you download one file, you can download it in its original format or in zipped format.  To download the file in its original format, uncheck Zipped checkbox.  When you download multiple files, they will be downloaded as a zip file only.

To start the download process, click Download link.  When you download-

  • Single file in its original format, it will download as it is.
  • Single file in zipped format, the file name will be <filename>_<yyyy_MM_dd_HH_mm_ss>.zip.
  • Multiple files, they are downloaded in zipped format only. Name of file will be <File type name>_<yyyy_MM_dd_HH_mm_ss>.zip.

yyyy_MM_dd_HH_mm_ss is the date and time when download has started.

Upload

Use the upload functionality on this screen to upload one or multiple files (as a zipped file) to Report Server or Web Portal.  While uploading, if you have-

  • Not selected any folder in the tree, then the default upload location is /ReportEngine for Report Server and /intellicus for Web Portal. This is displayed in Upload to: when you open this page.
  • Upon selecting a folder in the tree, the selected folder will be the upload path.
  • Upon selecting a file, the parent folder of that file will be the upload path.
  • The folder structure inside the zipped file will be uploaded as it is in the upload path that you have selected. An unzipped file will be uploaded as it is (with its name) in the upload path.

Uploading
Figure 7: Uploading a file to Report Server

Before uploading a file, make sure you have selected the File Type and folder where the file should be uploaded.  Selected path will be displayed in Upload to:  Click Browse button to navigate to the folder where the file is placed and select the file.  If the file(s) being uploaded already exist at the location, they will not be overwritten.  To overwrite existing files, check Overwrite checkbox.

To start the upload process, click Upload link.  After successful upload, success message will be displayed on the top left of the screen.

Using Script files as script function libraries

Designer can now re-use the java scripts created by them. If the designers have some common JavaScript methods which they plan to reuse in other queries, then this version will allow them to do so. Designer needs to keep the entire Java script code (Methods) in a file with extension ‘.js’ and then upload that file into Intellicus as shown in the figure below:

Script files
Figure 8: Using Script files as script function libraries

The code in the .js file can look something like this:

function TestParam(value)
{
    if (value=="abc")
        {
            if (params("ParamTest") != null)
                {
                    return "where JOB in (<%ParamTest%>)"; 
                }
            else
                {
                    return "where JOB not in (<%ParamTest%>)";
                }
        }
    else
        {
            return "where JOB in (<%ParamTest%>)";
        }
}

Now after uploading the ‘.js’ file, if designer wants to use that script in the query object then designer needs to write a code like the one shown below to use the methods.

select   empno,empname from Employee
<@%
#include TestParam.js;
%@>
 
<@%
return TestParam("abc");
%@>