Intellicus Enterprise Reporting and Business Insights 18.1

Getting started with Evaluation

0 views June 28, 2020 0

This chapter has information and steps to get you started with installing and evaluating Intellicus in the quickest way.

Downloading Intellicus

To acquire Intellicus setup, you can either contact our support team (support@intellicus.com) or download evaluation version from the web site: www.intellicus.com

Before you install

Here are a few points to be noted before starting the Installation:

Operating System

Intellicus server and portal can be deployed on most of the popular Operating Systems. Instructions provided in this manual are for Windows platform.

Server Port

By default, Intellicus report server listens at port 45450. If this port is busy on the machine where Intellicus is being installed for evaluation, you can specify a different server port at the time of Installation.

Intellicus Portal

By default, Intellicus runs on Jakarta tomcat web server at port 80. If this port is already used by another application, you can specify a different portal port for Intellicus at the time of installation.

Note: You will receive “HTTP 404 error: Page not found” message in the browser;
when Intellicus portal does not start up because port 80 (or the one allocated to web server) was used by another application.

Installing Intellicus

Intellicus setup for Windows is made available as ‘Intellicus_win.exe’ file. To start installation, you need to double-click this file.

welcome screen
Figure 1: Welcome screen displayed upon running setup.exe

Click Next on screens to install Intellicus with default configuration:

  • Installation folder: C:/Program Files/
  • Server port: 45450
  • Web Server: Jakarta tomcat
  • Portal port: 80
  • Timeouts: 600 seconds

Note: As part of installation steps, you will be allowed to change above information.

In the last step of Installation, setup asks if it should start Intellicus Service and Launch Portal.

Installation Complete screen
Figure 2: “Installation Complete” screen

Launching Intellicus Portal

Intellicus provides browser based user interface. Specify following in your browser’s address bar to launch Intellicus when it is running on local machine:

http://localhost/intellicus

When Intellicus is running on a remote machine (in the same network as the local host), the URL will be:

http://(ip of the machine)/intellicus

Below are the default credentials provided by Intellicus:

  • User Name: Admin
  • Password: Admin
  • Organization Name: Intellica(Click “More Option” if you wish to select any organization other than the default.)

Intellicus’ demo setup has three pre-defined user roles:

  • Administrator: Super admin user will be able to carry out all configuration and administrative activities of the application across all organizations
  • Designer: User who can design standard, ad hoc and smart reports on permitted databases/ data sources
  • End User: Business user who can view the already designed and saved reports to which he/she has been allowed access permissions

To explore and evaluate all the features of Intellicus, login using Admin / Admin user name and password combination. The below screen enables you to login to the application.

login page
Figure 3: Intellicus login page

Changing the port number

Below is the information on how to change the port number when Jakarta Web Server is used.
The port number information is stored in server.xml file.

Location of server.xml
Figure 4: Location of server.xml

To change the port number:

  • Open server.xml in a text editor.
  • Change the value of Connector port to a number that is free.
  • Save the changes.

change the port number
Figure 5: Changing the port number

After successful login, the following Home Page appears:

Homepage
Figure 6: Homepage for the Admin user

What to do next

Intellicus demo installation includes a limited demo data which you can use to get a feel of Intellicus features.

Explore what you can do on portal

Listed below are some of the portal pages you may wish to explore.

menu
Figure 7: Intellicus Menu

Query Objects /Data Sources: Navigate > Design > Query Object

Query Objects form the business meta-layer for end user reporting. Query Objects hide the physical database details, SQL complexities, table names etc. from the end user.

A query object contains details to fetch desired data from a data connection.  A query object acts as a data source to reports, parameter and analytical objects.

(For details, refer workingwithqueryobject)

Smart Report: Navigate > Analytics > Smart View

A self-service tool to design reports with drag and drop actions for performing on-the-fly operations.

Get contemporary style of web controls like dynamic data grids and various charting options for data depiction.

(For details, refer ConfiguringAdhocReporting, WorkingwithSmartView))

High Speed Report (OLAP Reports): Navigate > Analytics > High Speed View

Intellicus’ evolved multi-dimensional analytics to let you explore your data from all dimensions in a single screen to get a panoramic view of your business at the speed of your thought.

(For details, refer WorkingwithHighSpeedView)

Ad hoc Reports –customization and report design: Navigate > Administration > Configure > Ad hoc Wizard, Navigate > Design > Ad hoc Template, Navigate > Design > Ad hoc Report, Navigate > Analytics > Smart View

Ad hoc reporting feature brings report design functionalities from designers to the users. Users can not only view report output, but also study and analyze the output by carrying out many analysis activities like sorting, grouping and filtering the output without returning to the designer screen.

(For details, refer ConfiguringAdhocReporting, DesigningAdhocReports)

Running Reports: Explorer > expand category > right click the report > select the Run Report option

Intellicus provide facility to run a report in different formats. Apart from this you can also schedule (using Quick Schedule and Batch Scheduling option) and view results later.

(For details, refer RunningReportsInIntellicus, BatchScheduler)

Dashboards: Navigate > Design > Dashboard Widget, Navigate > Analytics > Dashboard

To visualize your business data at a glance, monitor overall performance and make informed business decisions.

(For details, refer CreatingDashboardWidgets, WorkingwithDashboards)

Batch Scheduler: Navigate > Schedule > Jobs

Scheduling of reports is very helpful for better utilization of server and printer resources.

(For details, refer BatchScheduler)

Configurations: Navigate > Administration > Configure

You can configure properties related to Report Server and Client (portal) as well as configure email templates and customize configuration files.

(For details, refer ConfiguringIntellicus)

Favorites: Explorer > expand category > right click the object > select the Add to Favorites option.

Standard Reports: Intellicus standard reporting enables you to create pixel-perfect, form style and printable format reports to support your organization’s operational tasks. An enterprise-grade scheduler and dispatcher of Intellicus helps you distribute the soft copies to thousands of users without manual intervention.

You need to use Intellicus Studio to design and deploy standard reports.  In Windows, click Windows Start > All apps > Intellicus > Studio to start the Studio application.

(For details, refer DesktopStudio-ATour)