Intellicus Enterprise Reporting and Business Insights 18.1

Integration Appendix – 1

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Integration Flow

Integrated Deployment Scenario

Integrating Intellicus
Figure 6: Integrating Intellicus

Single Sign-on

To achieve Single Sign-on, the following need to be considered:

Synchronizing users
  • Intellicus provides JAVA/HTTP APIs to manage users from a host application
  • You can choose to:
    • Create/Edit users in Intellicus when users are created/ edited in host application OR
    • Check and Create/Edit users in Intellicus whenever a user logs in to host application
  • User Mapping
    • The users in Intellicus shall be shadow users (without storing their passwords in Intellicus system)
    • Each user will map one-to-one with host application user
Passing Credentials when navigating to Reports

When user navigates from host application to Intellicus the credentials can be passed as:

  • Hidden HTTP Parameter

    HTTP Parameter

  • Session Variables (Only in case of same web server)
    season variables
Authentication
  • Following mechanisms can be used to verify passed credentials again in Intellicus
  • Call Back
    • You can Plug-in your custom code to authenticate passed Userid (loginname), Password (password), Orgid(Customerid) from your database.
  • External authenticators
    • You can configure external authenticators such as LDAP
Data Filtering
  • UserId and CustomerId are now available with Intellicus as passed from host application
  • Data filtering at User level or Customer level can be achieved by:
    • Each Report SQL will be designed using parameters (place holders) in the WHERE clause to filter dataExample: (Select … where Tab1.CustomerID=<%CustomerId%>
  • Intellicus Report Server will replace the parameter values just before SQL execution

    report server

Intellicus Repository

Intellicus repository is a set of few tables in database that stores:

  • Report Categories and Reports
  • Users and Roles
  • Schedules
  • Access Rights of users on reports
  • Intellicus repository also uses file system to store generated report output, which are saved for future use
Access Rights
  • Intellicus manages Users and Roles under Organizations
    • An Organization logically maps to a Customer of yours
  • Roles can be granted to users
  • Access Rights can be assigned to Users and Roles for
    • Listing and Running Reports in selected Report Categories
Embedding Report Screens
  • Each Intellicus screen is an embeddable web page
    • Any screen can be embedded into your web application seamlessly using URLs in iFrames
    • You can also choose to call complete Intellicus portal in new window (bypass login screen)
    • Intellicus screens can be customized using style sheets to match your web application’s UI standards
  • It is also possible to navigate back to your application’s screens from reports by designing report drill downs accordingly
Embedding Report List Screen

Advanced Report
Figure 7: Advanced Report List

Embedded Report Screen

Embedded Report Screen
Figure 8: Embedded Report Screen

Reporting Flow

Host application can call URL to list report categories

Intellicus will list categories accessible to logged in user

User selects a report category to list reports and gets options to

  • Run a report
  • Schedule a report
  • Email a Report
  • View saved reports instance
Prompt Report Parameters Screen

Report Parameters
Figure 9: Report Parameters Screen

Report Output Screen

Different operations that can be performed from report output (save, email, export in different formats etc.)

: Report Output
Figure 10: Report Output Screen

Report Scheduling Screen

Report Scheduling
Figure 11: Report Scheduling Screen

Saving Report Output Screen

Save Report Output
Figure 12: Save Report Output Screen

Report Emailing Screen

Email Report Output
Figure 13: Email Report Output Screen