Download Admin Tutorial - Interactive Reporting Ltd

Administration Tutorial
Administrator Login
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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
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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
Mapping Preferences - Report
• Select IR features to use in reports
Mapping Preferences - Security
• Overwrite default Security settings
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
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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
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Provide Name for Variable
Select Type of Variable – numeric / currency
Provide Default value if required
Specify if Variable is mandatory in mapping
Calculated Variables
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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
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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
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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
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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
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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
System Settings – User Security
• Select User Authentication Method for IR login
• Set Windows domain, user names & passwords
• Set Password Update Interval if required
System Settings – Email
• Set Email Source for reports
• Set SMTP options
• Enable Excel attachements if required (Excel must be
installed on server)
System Settings – Preferences
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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
Look & Feel
• Design custom appearance for IR reports
 Build-in IR Look & Feel Style
 Design your own – specify pages style, own
header and footer