Intellicus Enterprise Reporting and Business Insights 18.1

Adding objects to the Configuration file

0 views June 28, 2020 0

Information can be added in an open configuration file in the following way.

Under Entity Type, expand Repository, Users and Configuration upon clicking the adjacent arrow keys. You can now click the sub-items like Reports, Query Objects, Parameter Objects, Analytical Objects, Dashboards, Dashboard Widgets, etc. to view the list of objects in the Select Entities pane.

You also have the option of selecting the existing Schedules for Query Objects, Parameter Value Groups for Parameter Objects, Build Options for Analytical Objects etc. by clicking their respective check-boxes. These would be fetched from the Report Server while building the cab file.

Adding objects configuration
Figure 3: Adding objects to configuration file

Under Select entities, you can then either select the parent (say Category) to select all objects under it or individually select the objects you wish to add to the configuration file.

The Selection Summary pane enables you to view the number of all the selected objects.

Clicking “Select All Data From Report Server” would enable to select all the objects from Intellicus repository.

Click “Include Dependent Objects” checkbox to package referenced/dependent objects at the time of creating a cab file. For example, for a selected Dashboard object, you can build a cab using all the objects associated to that dashboard.

For each of the selected items, you can select all or specific sub-items:

  • Reports
  • Query Objects
  • Parameter Objects
  • Analytical Objects
  • Dashboards
  • Dashboard Widgets
  • Approval Processes
  • Report Schedules
  • User Roles and Access Rights
  • Connections
  • Printer settings
  • Web Client Properties
  • Report Server Properties
  • License File
  • Templates

To modify entity properties

For entities, you can change Deployment Type and Deployment Options on the Properties pop-up that appears on right clicking the entity.

Deployment Type can either be of the following types:

  • Editable: The editable entities can be modified by the users having required access rights post deployment.
  • Read Only: The entities with Read Only option cannot be modified post deployment of the cab.

Note: In case of ‘Read Only’, a user (having administrative privilege) can change the entity’s Deployment Type to “Custom” to enable the ‘Save’ button on the portal. This can be specified on right-clicking the report under Explorer after deploying the Cab file.

Deployment Options can be of the following:

  • if Exists: If the entity is found in the repository, Overwrite would replace the entity in repository with the one in bundle.
    Delete: If the entity is found in the repository, selecting Delete would delete it. In case of category, click Cascade Delete to delete the folder (category) even if it contains sub-folders.
  • if Not Exists: Add would add the entity to the repository.

report properties
Figure 4: Report Properties

In addition to the above, you can also change:

  • Category name
  • Report name and Deployment Type
  • Query Object name
  • Parameter Object name
  • Cube Object name

No property of Printer Settings, Web Client Properties, Report Server Properties and License File can be changed.