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Click&DECiDE Business Application Intelligence

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1. lt Back 7 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 AD CIDE 130 rue du Bapistou www clickndecide com Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIiDE partner click here ly Clickhk amp DEL DE Business Application Intelligence Manual Note you can select either Windows Authentication or Click and DECIDE Authentication for the Web Portal when installing the software however this choice has no relation to the way the Click and DECIDE Administration Manager opens 2 Using the Data Sources Tab Professional or Enterprise Editions You must start by defining the data source you want to access The Administration Manager allows you to add and setup a new configuration for each data source you need to access manage Users and User Groups manage the Security for the data sources that must be accessible depending on the User Group and give access to User Groups to predefined Web Menus EJ Click and DECIDE Administration Manager File Edit View Tools Help Data Sources sid Data Source SQL Server LG 1 Name Secured SOL Server oe Local SQL Eat MyAS400 Gerver He How Should Click and DECIDE Client Connect To SQL Server Using Windows Authentication T Identification Data Source Secured by Click and DECIDE Click and DECIDE Security Locked Access mje Pa
2. AREA PARAM AREA and _e 0 with _e 1 ZI C Program Files x86 Click and DECIDE BAI DemoWeb Click and Decide Web Demonstrati Properties HATE ii Data or Formula Data General Format Data All b Report Header Name Data Page Header Description Area Hyperlink OE ra Bookmark Highlight ShowParameters aspx will display the parameters and output formats Display aspx will not display the parameters and output formats _ma My Menu is the Menu name _mi 21 is the Menu ID for the called report AREA PARAM AREA means that the parameter AREA_PARAM will take the content of the AREA field _e 1 means that the execution of the called report will be performed immediately without offering the Cancel button _e 0 means that the execution of the called report will be performed showing the Run and Cancel buttons Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 67 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DEG DE Business Application Intelligence Manual _f PDF means that the output format for the called report will be Acrobat Reader it could be modified to _f HTML for example The URL can contain the following items Menu Items __mnu alias __mnu_itemid Shared Folder Items Menu name Example
3. ma My Menu Menu ID number example amp __mi 28 __relative path type __item_type __item name Parameters Relative path to a Builder Project inside a Shared Folder Example amp _ rp Click and Decide Web Demonstration wfv File type in a Shared Folder Example amp _ t vision for a Builder Project file If this parameter is missing the Builder Project File will be considered as a standard file a File Download dialog box will be displayed Project Item Type in a Shared Folder 1 query 2 report 4 cube Example amp _ it 2 Project Item Name in a Shared Folder Example amp __in Demo Multicriteria lt Parameter Name gt Output Format amp paramatername Value amp if the value fixed amp parametername ColumnName alphanumeric query column if the value is returned by an amp parametername Str ColumnName numeric query column if the value is returned by a amp parametername FormatDateTime yyyy mm dd ColumnName if the value is returned by a Date or DateTime query column amp parametername ParamAsString ParamDateName x if the value is returned by a Date or DateTime Parameter x is optional and can take values from 0 to 3 Refer to Click amp DECIDE Report Manual Output format PDF HTML or a C amp D Builder output format Execution 32 Save the Sales by Area report 33 Close the report 34 G
4. 980 617 40 l bl 117 395 96 fa 702 O36 66 974 400 00 260 713 50 9329 203 00 9317 937 r9 f 465 565 04 bbb 119 35 65 860 OO 7013 506 901 50 p066 456 45 be 057 604 94 1 O56 467 55 bof 679 15 256 606 40 bl 145 43 10 F0 54 50 pab 12 04 Grand Total 2 106 866 20 2 792 881 15 7 706 376 01 3 019 050 40 1 947 845 90 325 283 80 971 756 29 4 696 769 64 796 902 48 791 636 21 703 335 65 PivotTable Field List T X F Choose Fields to add to report Fe a E Yalues TOTAL a H AREA 4 AREA a DATE 4 VIDATE by Month a SALNAME 4 V SALNAME Drag fields between areas below Report Filter Column Labels 114 746 00 455 960 15 132 729 50 16 CURU 5251261581 346029559 2670 371 44 EAA 17 Robert Saita 302 905 50 160138154 9533007450 MAT a 18 Renters 5421 54469 6158251728 5454 850 26 asses EH Row Labels E Values 13 Tim Rosenberg bia 173 00 p240 S90 24 bio 634 00 392 397 29 S ALHAlAIE TOTAL hese 46329050 657 42015 601 604 30 MTL _ mu ES 10 788 147 45 18 777 074 36 11 544 750 75 41 109 972 56 22 M 4 H Sheeti 9 CE o om o For Excel 2007 Roambi format the options are the following fi Browse My Menu Cubes Sales by Year and by Salesman al E Defer Layout Update Update Administrator Logout O Area Salesman Name Date Use key words or a calendar date IGNORE imej IGNORE m IGNO
5. Help 9 Clear the Visible in browser check box if you want to hide this item in the Web Portal In this example we are going to select the Visible in browser check box 10 Click the Format tab to specify the authorized output formats Note only the selected formats will be proposed to end users in the Web Portal More information about the output formats is given in the Menu Web Output Format section 11 Click OK 7 4 3 Inserting a Click amp DECiIDE Dynamic Report To insert a dynamic report please follow the steps below 1 Select the Reports folder 2 Click the Dynamic Report icon icon rook Se Queries 4 Invoices GC Reports LA Sub Reports fey Dynamic Report 3 Rename the default folder name Dynamic Report to the report name you want For example Sales by Area beg Gk Invoices ELA Reports a Sub Reports Bersales by Area Ff Queries 4 Double click the new Dynamic Report branch or click the F icon to open the Click and DECIDE Report property sheet 43 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DECI DE Business Application Intelligence Manual Click the Browse button Select the Click and Decide Web Demonstration wfv project file located by defau
6. amp Enrique ai a i WebUsers LA Fiere di D Robert ii Guest SB Lei per Didier Eee Robert 6 LA Data Sources Access E Menu Access si Model Parameter ES 1 t g ser GI aurc k Users F Menu tathan I Data Sources amp CAPS NUM SCRL 2 Select the User in the list 3 Press Del 4 Click File gt Update Security to update the Administration Manager s configuration Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 28 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Click DECIDE Business Application Intelligence Manual 3 5 Adding a Menu to a User Group To add an existing Menu to a User Group please perform the following steps 1 Click the Menu Access branch for a User Group A Click and DECIDE Administration Manager File Edit View Tools Help Menu Path a 2 oe BA Demonstration DATASET DEMO D emo eb Demovweb wm aS Data oe BAI Tools SUATASET _DEMO2DemoWweb Demol ools wmu H S Menu Access web Portal Statistics DATASSET DEMO Demowebseb Server Statistics i Data Sources Access BAI Demonstration Web Portal Statistics Eh Model Parameter a Domain Users 4 Th H J Data Sources y User Groups Users 5J Menu CAPS NUM SCRL 2 Select the Menu in the All Menus right pane 3
7. root in the central pane is not visible in the Web Portal however you can modify it replacing root by the name of the menu that you specified in the Administration Manager Menu tab The toolbar includes the following icons inserts a New Folder allowing you to create branches and sub levels if necessary _ inserts a Click amp DECiDE Dynamic Query HE inserts a Click amp DECIDE Dynamic Report fil inserts a Click amp DECIDE Dynamic Cube _ inserts a Click amp DECIDE Static Query a query that is already published in HTML format inserts a ClickK amp DECIDE Static Report a report that is already published in HTML format Gi inserts a ClickK amp DECIDE Static Cube a cube that is already published in HTML format inserts a Click amp DECIDE Dashboard inserts a link to a file Excel PDF Word and so on 2 inserts a URL TN inserts a link to Click amp DECiDE Builder running on a specified Secured Data Source inserts a Shared Folder 7 4 1 Inserting a New Folder To insert a new folder please follow the steps below 1 Click the New Folder icon to insert a static branch whose name can be modified Note if a branch already exists make sure the mouse cursor is on the correct location before adding a new folder 2 Create a sub folder in the folder you want Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 41 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du
8. COneMenuURLIkemCata text U54 Geo Chart 3 Enter a valid new ID in the New ID box Change Id Demo MultiCrikeria Current ID 1 Mew ID 9 4 Click OK 7 6 5 Checking Menu Integrity To contact your nearest Click amp DECIDE partner click here 72 www clickndecide com ON Clickh amp DECIDE Business Application Intelligence Manual To check a menu s integrity please follow the steps below 1 Select Edit gt Special gt Check menu integrity 2 Note the success message appears if no problems are found Click and DECIDE Web Menu A The current menu is OK 3 Click OK 7 6 6 Minimizing the Next ID Value Each time you delete an item in a Menu or a Branch the ID used is lost If the highest menu Id was 32 and you remove the items with the ID numbers 29 to 32 the next time you add a new item the ID number will be 33 because 32 was the last used To minimize the next ID value please follow the steps below 1 Remove the item ID you want in this example 33 2 Select Edit gt Special gt Minimize Next Id Value if you wish to reset the next ID value to the lowest possible 3 Note the confirmation for the next ID value this will be the first available number not already used Click and DECIDE Web Menu A Next Id value unchanged 76 Click and DECIDE Web Menu A Next Id minimized From 26 to 21 If there is no item using the IDs 22 to 25 4 Click OK 73
9. Google Chart User Manual for more information Note also that this lt USER gt can be used when defining a Task in the Destination Directory Path Destination Output Format PDF HTML Others XLS poe a L Destination EAI Demonstration Shared Folder By User Directory Jire ees m Curr Destination File South Result For Last Quarter pdf x Refer to the Web Portal User Manual for more information 7 5 Saving and applying a Menu To save and apply a menu please follow the steps below 1 Select File gt Save As or File gt Save or click the i Save icon to save your menu with the file extension wmu Note each time you save a menu it is not necessary to update the security via the Click amp DECIDE Administration Manager as this menu file is a separate file You only need to update the security if you modify the Menu list or Menu assigned to one or several User Groups 2 Enter the menu name as appropriate for example My Menu wmu Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 59 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q ec q e CO M To contact your nearest Click amp DECIDE partner click here ly Click DECIDE Business Application Intelligence Manual PR A My Menu wmu Click and DECIDE Web Menu x Oa Al ABER Alf alsaRSBSielnaairiale File Edit Insert View Help us cae Queries E Invoices Customer Li
10. Move the Menu to the Menu Access branch in the User Groups pane using a drag and drop operation 4 Select File gt Update Security to update the Administration Manager s configuration Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 29 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DECIDE Business Application Intelligence Manual 3 6 Removing a Menu from a User Group To remove an existing Menu from a User Group please perform the following steps 1 Click the Menu Access branch for a User Group E Click and DECIDE Administration Manager 5 iol 2s File Edit View Tools Help Admin d e Users E Hame Eal Tools H E Data Sources Access Path SDATASET DEMOZ DemowebtDemoToolswm Edit E Menu Access Web Portal Statistics ER Model Parameter fH Users a i WebUsers SEs Users Guest Didier 3 Robert H E Data Sources Access m E Menu Access BAI Demonstration Web Portal Statistics His EF Model Parameter bs I Data Sources M User Groups Users S Menu i CAPS NUM SCRL 2 Select the Menu in the list 3 Press Del 4 Click File gt Update Security to update the Administration Manager s configuration 3 7 Modifying a Parameter Value for a Model Please r
11. i y Excel LS Excel Lx a Excel s5 Big Data Google Data Table a ee ET x Template File Sheet Mame C Program Files x860 Click and D CIDE BAT Demowebi Mode Write Mode or Cell Mode A7 REPLACE OK Cancel ren ey Help 7 Click OK 77 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DEC DE Business Application Intelligence Manual 8 Select File gt Save to save the menu to apply the changes Note when the end user runs this query later and selects Excel as the output format the data will be sent using a copy of the Excel template loaded in memory and using the specified Sheet Name Cell and write mode 7 7 3 2 Excel XLSX The same can be performed with Excel XLSX Excel 2007 Excel 2010 or greater Repeat the steps described for Excel in the section directly above Select the ModelExcel xlsx file instead of the ModelExcel xls Click and DECIDE Report General Format Icon cs Cs Unicode Excel L5 _ af Excel L5 Excel L5 Big Data El male Time Tele Template File Sheet Mame x86 Click and DECIDEVBAT Demo ebi ModelExcel xlsx Jderna Browse Write Mode or Cell Mode A7 REPLACE Cancel ream Help Note the syn
12. in this example Click amp DECiDE Web Site or click the icon to display the URL Properties property sheet 7 Enter the URL you need for example http www clickndecide com URL properties General Icon URL http ann clickndecide com M Visible in browser Cancel Copal Help 8 Click OK 7 4 11 Inserting a link to Click amp DECiDE Builder If your license certificate located in the Server machine authorizes you to use Clik amp DECIDE Builder via the Web Portal using a secured data source specified by your Administrator of the Administration Manager you 53 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m BDECIDE 130 rue du Bapistou www clickndecide com Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here ly Click DECIDE Business Application Intelligence Manual can add a link to use this application for those authorized users To insert a link to ClickK amp DECIDE Builder in the Web Portal please follow the steps below 1 Select the root folder Click the LA New Folder icon to insert a new folder Right click the new folder Select Rename Rename the new folder with the name you want for example Click amp DECiDE Builder Select the new folder in this example the Click amp DECIDE Builder folder Click the Insert Dynamic Link to Click amp DECiDE Builder icon
13. optional you can enter here a text to remember the purpose of the property Value if empty nothing will be applied for the Group and User group whose Property value is empty If not empty you can enter a single value or several values with a semicolon separator if Multi values type has been chosen Validate with OK Pope PILIES Prope Value Type Description Ctrl Value ARES SOUTH CENTARAL Multi value test demo database SOUTH CENTARAL Click the Update Security icon to validate the changes 6 2 The second button allows to edit an existing Property Click this icon to edit and modify an existing property Example with the Click and DECIDE Web Demonstration wfv project file all queries inside have a parameter calling the property named AREA You can thus enter the following values to test this feature with the demo database Name AREA gt Description test demo database Value WEST NORTH WEST Values separated by a semicolon with multi values type int All available values for AREA are ATLANTIC CENTRAL NORTH WEST SOUTH WEST Click the Update Security icon to validate any changes 6 3 The third button x allows to remove partially or totally an existing Property Click this icon if you wish to clear the values for a Group or User Group or if you wish to remove this property for all Groups and User Groups The following choice will be prompt 37 Contact us E mail support clickndecide com Tel 33 0 4 6
14. ren pis Help 18 Click OK 7 4 13 Inserting a Shared Folder by Group Under Windows Authentication you can insert a Shared Folder that will create automatically a sub directory for each recognized Windows User Groups such as Administrators Users Domains Users etc To do so create a shared folder as describe in the previous paragraph but change the target path adding lt GROUP in Uppercase characters in the path DATASET DEMO DemoWeb Shared Folder lt GROUP gt If you are a User belonging to the User Group whose name in Windows is Users then when accessing this Shared Folder you automatically will see the list of the Group s you belong to f Browse BAI Demonstration Shared FolderBy Group Didier Logout Modification Creation 0 12 08 2013 15 58 25 12 08 2013 15 58 25 And when you click on one of these Groups you see the content authorized of this Group 57 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DEC DE Business Application Intelligence Manual fi Browse BAI Demonstration Shared FolderBy Group USERS Didier Logout Modification Creation 2 232 428 08 08 2013 20 51 54 12 08 2013 15 11 05 393 611 08 08 2013 20 51 54 12 08 2013 15 11 05 Daily Report 130812 pdf 53 070 12
15. 08 2013 15 28 20 12 08 2013 15 28 19 CV first google chart xqc 1161 12 08 2013 15 18 54 12 08 2013 15 18 54 Note this lt GROUP gt also will be used by the File gt Open and the File gt Save As commands from the Create main command in the Web Portal used to manage the Google Charts Applications Refer to the Google Chart User Manual for more information Note also that this lt GROUP gt can be used when defining a Task in the Destination Directory Path Output Format PDF HTML Others 1 a alo meals BAI Demonstration Lg Dashboards re ah p lt gt Syniax in the Ga Shared Folder destination directory laa Shared Folder By Group automatically display the 82 USERS eee Windows User Groups defined Gj Shared Folder By User in C amp D Administration Manager vou belong to SBAI Tools S Web Portal Statistics Refer to the Web Portal User Manual for more information 7 4 14 Inserting a Shared Folder by User Under Windows Authentication you can insert a Shared Folder that will create automatically a sub directory for each recognized Windows User such as Administrator Georges Mary Alicia John etc To do so create a shared folder as describe in the previous paragraph but change the target path adding lt USER gt in Uppercase characters in the path DATASET DEMO DemoWeb Shared Folder lt USER gt If you are a Windows User then when accessing this Shared Folde
16. 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here Click amp DEC DE Business Application Intelligence Manual 4 Activate Click and DECIDE Authentication in the Click and DECIDE Configuration Wizard if necessary To do so close all Click and DECIDE programs and run the Click and DECIDE Configuration Wizard then change the Web Portal Authentication Mode when the following screen appears Click and DECIDE Configuration Web Portal and Mail Configuration Select the authentication mode for the Web Portal and enter the SMTP GN server name used to send e mail messages Click DECIDE Web Portal 4uthentication Mode Windows Authentication 5 Note that once the new configuration is finished the ALIASES INI file contains the following Web UseNT UserForWebLogin 0 DataSourceForWebLogin iSeries 6 Click File gt Update Security to update the Administration Manager s configuration 23 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DECIDE Business Application Intelligence Manual 3 Working with the User Groups Tab 3 1 Working with User Group Definitions
17. Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here 9 10 11 root H 0 Queries H O Reports Ei Cubes ON Click DECIDE Business Application Intelligence Manual Double click the new Dynamic Cube or click the icon to open the Click and DECIDE Cube property sheet Click the Browse button Select the Click and Decide Web Demonsitration wfv project file located by default in the C Program Files Click and DECIDE BAI DemoWeb directory Select the Cube 1 Sales by Year and by Salesman cube Replace the beginning of the path with an environment variable if necessary Click and DECIDE Cube General Format Icon Click and DECIDE project file name DATASET DEMO DenoWebl Click and Decide Web Demonstration Browse Cube 1 Sales by Year and by Salesman M Visible in browser Cancel ren Help Select the Visible in browser check box if you want the cube to be visible in the Web Portal Clear the check box if you want to hide the check box in the Web Portal Click the Format tab to specify the authorized output formats A cube is mainly exported to HTML format This allows the user to manipulate the dimensions and measures in the dynamic cube Note that exporting the cube to PDF format will generate a static PDF file with the cube inside but it will not be possible to use the condensed or detail
18. Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here A Clickhk amp DEL DE Business Application Intelligence Manual 7 Defining Web Menu Output Formats Each time you create a branch running a Click amp DECIDE item Query Report or Cube you can specify the authorized output formats For example if you want a report to only be exported to PDF format or a Cube to only be exported to HTML format or to Excel 2007 Pivot Table or a query to be exported to several formats such as PDF HTML and Excel and so on To define Web Menu output formats please follow the steps below 1 Click the Item Properties icon to define the item properties property sheet for example the Click and DECIDE Query property sheet 2 Select the Format tab to specify the authorized output formats Click and DECIDE Query ag HTML report ag PDF report Note the output format list is the one that was installed with the Click amp DECiDE Builder on the Server machine and if the list has been customized the modified formats or new available output formats will appear in this list 3 Click OK 4 Select File gt Save 7 7 1 Working with Output Formats without Options Select HTML and or PDF in the item properties Format tab if you wish the ite
19. Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual root 7 4 2 Inserting a Click amp DECiDE Dynamic Query To insert a dynamic query please follow the steps below 1 Select the Queries folder 2 Click the H Dynamic Query icon in the toolbar to add a dynamic query Lal root i D 4 Double click the new Dynamic Query branch or click the icon to open Click and DECIDE Query property sheet Click the Browse button Select the required ClickK amp DECIDE project file wfv Select the Invoices query in the proposed item list This example uses the Click and Decide Web Demonstration wfv project file located by default in the C Program Files Click and DECIDE BAI DemoWeb directory 8 Replace the beginning of the path with an environment variable if necessary Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 42 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual Click and DECIDE Query General Format Icon Click and DECIDE project file name DATASET DEMO DenoWwebl Click and Decide Web Demonstration Browse Invoices M Visible in browser Cancel ren
20. KARRAR 4 Double click the new static report or click the icon to open the Click and DECIDE Static Report Properties property sheet Click the Browse button Select the Sales by category_pge1 xml file located in the C Program Files Click and DECIDE BAIl web publication Click and DECiDE Report Sales by category directory 47 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl a e com To contact your nearest Click amp DECIiDE partner click here ON Click amp DECI DE Business Application Intelligence Manual Click and DECIDE static Report properties General Icon Static Report Path Click and DECIDE ReportSales by Category Sales by category pgel xri M Visible in browser Z DK Cancel ren Help 7 Select the Visible in browser check box if you want the static report to be visible in the Web Portal Clear the check box if you want to hide this item in the Web Portal if necessary 8 Click OK 7 4 7 Inserting a Click amp DECiDE Static Cube To insert a static cube please follow the steps below 1 Select the Cubes folder 2 Click the Static Cube ai icon to add a static cube root H Queries H CM Reports Static Cube 3 Launch Click amp DECIDE Builder select Start gt All Programs gt Click amp DECiDE gt Builder in the Start menu 4 Open the Click
21. NORTH WEST areas When you select a Group or a User Group you can see on the right pane a Properties frame with 3 buttons a Click and DECIDE Administration Manager _ Y File Edit View Tools Help a am v0 EAR GEME User Groups User Group ce Mame Admin Gala Domain Users D iptior a ge NSI Guest escription H dois Task Administrator H Users m i Utilisa du domaine Enable HAA WebUsers Peper PACE Property Value Type Description Ctrl Value T Data Sources a User Groups z Users Menu rs Ready CAPS NUM SCRL 6 1 The first button allows to create a new Property NC POP Name Mew User or User Group Property Type Description Value Values separated by a semicolon with multi values type Name enter a name for the Property this name will be used later in a Click amp DECIDE Builder parameter Refer to the Click amp DECIDE Builder Query User Guide Type select the required type for single values among String Numeric Date Time or Timestamp Note that for multiple values you must select the Multi values Type whatever will be the field type 36 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clickhk amp DEL DVE Business Application Intelligence Manual Description
22. The User Group tab enables you to add remove or modify the User Groups definition 7 Data Sources Access a Admin 1 Menu Access LE Model Parameter Description pas Task Administrator H A WebUsers H Domain Users Enable Note if you are under Windows Authentication the Setup will automatically have inserted the Windows Group you belong to For example the Users Group named Domain Users in English or Utilisa du Domaine in French When selecting a User Group you can see the following options in the right pane Task Administrator allows all users from the Group to access the following parts of the Web Portal Scheduled Tasks Web Parts Configuration Content Builder and the Web Server Administration For more information please refer to the ClickK amp DECiIDE Web Portal Manual ON Clicka DECIDE se Authentication ial View Se Authentication Connected Users i h Eavorites Favorites se Connected Users Onky Task Administrator Groups can access to t Schedule these commands in the Web Portal Publish Enable allows you to disable or enable all users belonging to a User Group at the same time For example the Administrator can forbid a User Group to have direct access to any database or Web Portal access during a certain period Note a User Group branch always displays four branches 24 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquart
23. User ID 5 mith E Guest S Didier Name James Smith E D Pascal Password LLLI E Enrique E Pierre Confirmation IILI H S Robert H A Leif Enable E CAL User Groups litt Model Parameter Data Source UserID Password Data Sources t User Groups l j Users Menu 3 Enter the following details in the right pane for each user User ID this is mandatory Name this is Optional Password this is optional depending on the Authentication mode used Enable allows the Administrator to disable or enable a specific user without disabling the whole User Group For example the Administrator can forbid a user to have direct access to any database or to the Web Portal for a certain period 4 Add this user to the required User Group for example WebUsers 32 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clic k amp DECI DE Business Application Intelligence Manual 5 Click the User Groups tab 6 Select the WebUsers group 7 Select the Users branch File Edit View Tools Help A Es COR LA Guest jii 2 Didier vs amp Pascal a a z Enrique a oe J Data Sources Access A Pierre b Menu Access LA Robert A o 2 Leif i amp Smith James Smith 9 p M 5 Menu CAPS NUM SCRL 8 Se
24. and Decide Web Demonstration wfv project file located by default in the C Program Files Click and DECIDE BAI DemoWeb directory Open the following cube Cube 5 Products Salesmen and Customers Hierarchies Select File gt HTML gt Publish to Web Portal to export the cube Select the target directory in C Program Files Click and DECiIDE BAIl web publication Click and DECiDE Cube create the last directory Cube The following cube name will be proposed Cube 5 Products Salesmen and Customers Hierarchies html 8 Click OK 9 Click Yes at the base of the Do you want to refresh data Message 10 Right click the Static Cube 11 Select Rename and rename the default Static Cube name to the name you want for example Products Salesmen and Customers Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 48 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Click amp DEC DE Business Application Intelligence Manual 12 Double click the new static cube or click the L icon to open the Click and DECIDE static Cube Properties property sheet 13 Click the Browse button 14 Select the Cube 5 Products Salesmen and Customers Hierarchies cndc file located in the C Program Files Click and DECiIDE BAI web publication Click and DECIiDE Cube directory Click and DECIDE static Cube prope
25. directory Open for example the demo multicriteria query Click Query gt Parameter to open the Parameter Dialog Box Select the parameter named PropertyArea As you can see in the next picture this parameter is updated by a User Property is optional and the name of the UserPropety is AREA defined in Administration Manager as described previously as an example When a User Property is optional the value IGNORE will be used in the query 38 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl a e com To contact your nearest Click amp DECIiDE partner click here M Click amp DECIDE YA param area YA param salesman YA param date Parameter Properties Name Propertyarea Type String Status Enable Update Method User Property Mandatory Mo Parameter AREA Business Application Intelligence Manual For more information please refer to the Click amp DECIDE Builder Query User Guide Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here 39 www clickndecide com ON Click amp DEC DE Business Application Intelligence Manual 7 Working with the Menu Tab The Menu tab allows the Administrator to add or remove Me
26. mail support clickndecide com Tel 33 0 4 67 84 48 00 85 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Clichk amp D EL DE Business Application Intelligence Manual Apply then to any required User Group the data sources they can access to the menu they will be able to see through the Web Portal etc Always finish using the command File gt Update Database Security to be sure to generate again the working internal files 8 6 Expand or Reduce all Levels with one click When being in the User Groups Tab or in the Users Tab you can expand all levels using one click on the plus icon User ID lA dmir 4 User Groups oe Model Parameter Mame AdminDB Password LITT l User Groups i fe Model Parameter Click this icon to Confirmation LITT L Administrator expand all user levels 2 a User Groups Enable P H A Users CAL Elid Administrators o H A Data Sources Access DataSource UserID Password oe Eh Model Parameter mme om mm When being in the User Groups Tab or in the Users Tab you can reduce all levels using one click on the minus icon F Users AdminDB User ID Admin i Administrator Mame ae a Password ss Lt GXTET H A Davis Sandra Click this icon to reduce Cat RE H A Didier all User
27. partner click here ON Click amp DEC DE Business Application Intelligence Manual 1 1 2 Using the Start Menu s Tools Folder Dashboard click Dashboard to launch the Click and DECIDE Dashboard program This program enables you to easily create user friendly end user dashboards using Click amp DECIDE queries reports graphs and cubes without any previous programming experience Model click Model to launch the Click amp DECIDE Model program Enterprise Edition only This program allows the Administrator to create end user table views with hidden fields pre defined joins pre prepared calculated fields and hidden criteria Tables and columns can be renamed to make the names more user friendly to the end user A Click and DECIDE Model data source must be then created in the Administration Manager in order to make queries for a Model Web Menu click Web Menu to launch the Click and DECIDE Web Menu program Enterprise Edition only This program allows the Administrator to create the Menus they want to publish via the Web Portal according the User Groups defined in the Administration Manager 1 1 3 Using the Start Menu s iSeries Tools Folder iSeries Help click iSeries Help to open the Click and DECIDE iSeries Online Help iSeries Host Program Installation click iSeries Host Program Installation to run the tools required to upload to the AS 400 Host Program iSeries Interface Batch Setup click iSeries Interface Batch Setup to r
28. reasons a user from a client workstation cannot write inside a table which belongs to a data source secured by the Click amp DECiDE Administration Manager Data Source Secured by Click and DECIDE Click and DECIDE Security Locked Access o C1 Password Checked by the Data Source Mas number of simultaneous connection 2 4 Configuring Click and DECIDE Security Options Locked Access allows to disable or enable the access to this Data Source for all users Password Checked by the Data Source the password will be checked by the Data Source for a Click and DECIDE Connect data source If you want to make this feature work via the Web Portal for the login perform the following steps Note the Password Checked by the Data Source can only be used if you activated Click and DECIDE Authentication in the Click and DECIDE Configuration Wizard 1 Edit the ALIASES INI file located in the C Program Files Click and DECiIDE BAI directory 2 Go to the Web section or create this section if it does not exist 3 Add the following row Web DataSourceForWebLogin iSeries where iSeries is the data source name defined in Administration Manager Warning Web can already contain the following row UseNTUserForWebLogin 1 if you are under Windows Authentication The Password Checked by the Data Source can only be used if you are under Click and DECIDE Authentication is activated 22 Contact us E mail support clickndecide com Tel 33 0 4 67
29. the Server Computer does not belong to a Domain the Setup procedure will treat the Local Groups However if the Server Computer belongs to a Domain the Setup procedure will treat the Domain Groups Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 6 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DECIDE Business Application Intelligence Manual 1 3 Checking or Modifying the Administrator Group To check or modify the Group authorized to open this program please follow the steps below 1 Select Tools gt Set Administrator Group The Define Administrator Group dialog box appears Define Ac istrator Group Ea Select the Administrator Group authorized to open Click and DECIDE Administration Manager Domain Users 2 Select the Administrator Group authorized to open this program and if necessary create another specific Windows Administrator Group if necessary Important note the above feature does not depend on the Web Portal Authentication Mode chosen when installing ClickK amp DECIDE Professional or Enterprise Editions Web Portal and Mail Configuration Select the authentication mode for the Web Portal and enterthe SMTP server name used to send e mail messages f Click amp DECiIDE Click and DECIDE Authentication Mail Server SMTP Test
30. to add a link to start Click amp DECIDE Builder using a predefined secured data source such as the one installed with Click amp DECIDE BAI 8 Right click the default name Builder Link Select Rename 10 Rename the Builder Link with the name you want for example Click amp DECiDE Builder on SQL Server a 2 ee Sf 11 Double click the new Builder Link or click the LT icon to open the Query Builder Link properties property sheet Query Builder link properties General Icon Data Source Secured SOL Server M Visible in browser Cancel ren Help 12 Select the required Data Source from the Data Source drop down list Note the selected data source must be a secured data source in the Administration Manager 13 Click OK root Fl Queries ee Reports CN Cubes H O Dashboard Fy Other Fy Click DECIDE Builder il Click DECIDE Builder on SQL Server Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 54 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click DECIDE Business Application Intelligence Manual Note when the authorized end user clicks this link for the first time they will be prompted to install Click amp DECIDE Builder 7 4 12 Inserting a Shared Folder To insert a shared folder please follow the steps below
31. will be cndbck You have made a backup of Click and DECIDE Server LP To restore all settings just double click on backup file Warning the Click and DECIDE Model and Click and DECIDE Web Menu files are not included in that backup file Note also that the restore path must be the same as the backup path This backup file will contain all the data sources defined all the Users and User Groups defined all the Menu Names defined in this software and all the relation between each Tab New since Click amp DECiDE version 2012 this backup also contains now the Scheduled Tasks and the Output Formats defined in the Server machine and made with Click amp DECIDE Builder Warning this backup will not include the Menu files with extension wmu neither the Model files with extension mod or mox 8 2 Restore a Backup for Administration Manager Close Click amp DECiDE Administration Manager Search for your backup file with extension bck or cndbck and double click on this file You will get this window Click Yes to continue Click and DECIDE Administration Manager zE That will restore the backup file and open Click amp DECIDE Administration Manager Click now the command File gt Update Database Security to be sure to generate again the working internal files 8 3 Check Database Security Click the command File gt Check Database Security to get a windows displaying information about missing items such
32. 028 75 0 00 666119 23 13 Karen Walker 791636 21 349603 38 6586000 376172 84 144067 18 0 00 205536 20 0 00 0 00 13 Kim Johnson 703335 65 114746 00 455960 15 132729 50 35610 50 0 00 0 00 79135 50 24793415 14 Ric Smith 535050761 1111277 23 3046227 40 1193002 99 41526725 29338473 402625 25 0 00 1461495 73 15 Robert Salta 2234361 54 30290550 1601381 54 33007450 302905 50 0 00 0 00 0 00 962678 69 16 Sandra Davis 245891423 42154469 1582517 28 454850 26 0 00 0 00 13727119 284273 50 1170657 33 17 Tim Rosenberg 392297 29 7317300 24059029 78634 00 0 00 0 00 0 00 73173 00 240590 29 18 Wanda Sanders 152231495 463290 50 55742015 50160430 0 00 201401 50 261989 00 0 00 208749 15 13 Grand Total 41109972 56 10788147 45 18777074 36 11544750 75 3097725 95 1422165 91 3476121 68 2792133 91 11059271 13 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here 81 www clickndecide com ON Clickhk amp DEL DE Business Application Intelligence Manual 8 Other commands 8 1 Backup Database Security Use the command File gt Backup Database Security to save your entire Administration Manager configuration A default name such as 2010 03 17 122424 cndbck will be proposed YYYY MM DD_hhmmss cndbck Note that the previous extension was bck can still be used but since version 10 1 the extension
33. 1 Select the root folder 2 Click the G Insert Shared Folder icon root Ca Queries eee Reports H E Cubes H D Dashboard H Other Fy Click amp DECIDE Builder Shared Folder Right click the new Shared Folder Select Rename Rename the default name Shared Folder with the name you want for example My Shared Folder oo oO a Double click the new Shared Folder in this example My Shared Folder or click the icon to open the Shared Folder Properties property sheet 7 Select the General tab Shared folder properties General Click and DECIDE Format icon Folder path Z0ATASET_DE MO Demow eb Shared Folder M Display sub Folders F Hide Empty Directories Files to display Show Files Hide Files Hide extension M Visible in browser Cancel ren Help Click Browse Select the Folder Path corresponding to the directory you want to be used as a Shared Folder example C Program Files Click and DECiIDE BAI DemoWeb Shared Folder or using the Environment variable DATASET_DEMO DemoWeb Shared Folder 10 Click Display sub folders if you want to see all the sub folders 11 Click Hide Empty Directories if you want to hide them 55 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner cli
34. 7 6 1 Working with the Options Dialog BOX ccccccccsssecccceseccccesececeusececeenececsesecessunecessuecesseaeeeeseuecetseneses 63 702 IG Ae ENG SNOW ID Command aee nn un 63 7 6 3 Building a Report URL for a Drill Down to Another Report ss 64 7202 Che A WS atc ee D de do 72 7 05 Chen Me ASIE ea ea a a a ee 72 3 www clickndecide com To contact your nearest Click amp DECIDE partner click here ON Clickhk amp DEL DE Business Application Intelligence Manual OO Minimizing the Ne D NOR mene en ee 73 7 7 Defining Web Menu Output FOrmats ccccccssseccccsscccceseccccesecccceseceesesececeueceesausecessuneceseeeeceeseuecetseneceesees 74 7 7 1 Working with Output Formats without Options c cccccccceescccssccceeececeecseeeceeeneeeeeeseeeueceseueceteneeeeensess 74 7 7 2 Working with ASCII Output Formats with Options ccccccesecccessccesececeececeneceeenseseenceseueceeeueseneneseneness 74 7 7 3 Working with Excel Output Formats with Options cccccceccccssscceeececeececenecseeneeseeeceseueceseecseeueeeeensess 76 PT ER ee ee 76 Teho EXC 2007 PO a de D sn rt 78 7 7 4 Excel 2007 2010 Pivot TaDIl dative pacteindredvivicasnccdecacducwnepascelcbriiveasonaneeienastuiseres bea des edrrsnti ete teiceiei Pat tele 78 SOLS COMMING NOS a en ae De 0 ange 0 a a D ne anne 0 a de ee ne a 82 2 1 Backup DA DS SSSR a de ee ee 82 8 2 Restore a Backup for Administration Manager cccccsssecccceseccccee
35. 7 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DEL DVE Business Application Intelligence Manual am i Do you also want to delete this property for All Users and All User Groups Yes will delete this property for All Users and All User Groups No will only remove the property value for the selected Users or User Group To avoid this dialog box you can Hold Ctrl key and click the Delete button to do the Yes action Hold Shift key and click the Delete button to do the No action 6 3 1 Remove partially a Property for a Group or User Group Click No to only clear the value s for the selected Group or User Group Click the Update Security icon fi to validate any changes 6 3 2 Remove totally a Property for all Groups and User groups Click Yes to delete this property for all Groups and User Groups Make sure that no query is still using this Property in your Click amp DECIDE or Dashboard applications Click the Update Security icon to validate any changes 6 3 3 Do not make any change Click Cancel to do not apply any change 6 4 How a property is used inside a Click amp DECiIDE Query You can see several examples by opening the Click and DECIDE Web Demonstration wfv project file in the C Program Files Click and DECiIDE BAI DemoWeb
36. CIDE Dynamic REPOrt cccecccccsseccccessececeesececceececceeseceesuecessunecessensceesauaeeetsuaeses 43 7AA Inserting a Click amp DECiIDE Dynamic CUD C siicssiatnsinicssenveadasncsuivavedessddatessicectasesdacnasbinavennescceleasicesoimecdesateenls 44 7 4 5 Inserting a ClickK amp DECIDE Static Query 00 eccccccssseccceesececeeeccceeesececausececceaeccesaueceseunecetsuneceeseeecesseners 45 2 4 6 1nsertine a Chek amp DECIDE Static RO DONUT sacri nana ae aan ae anna eee ae ee aan onl 47 7 4 7 Inserting a Click amp DECIiDE Static Cube cc cecccccssseccccesecccceesececeeececeenececceesecessusecessunecesseneceeseuecetseneses 48 7 4 8 Inserting a ClickK amp DECIDE Dashboard ccccccccccessecccceseccccesececeeececeeuececseasececsusecessusecesseaseceseusecetseneess 50 LA AMS MUNG AINA Oe PING sects ce cpaiecctscnseet E seine tosneeecoas 51 TNs WSSU UR n E E E EE ES 52 7 4 11 Inserting a link to Click amp DECIDE Builder sise 53 7 4 12 Inserting a Shared FOIE inciccccicewsnsecsesossubsevesserneteiahsiowsnursteenieubsiowsntonssantensoxsnteseaeniewveceetessemeniehuereniecs 55 7 4 13 Inserting a Shared Folder by GroUp sessesssseesesserssrerssreressrrssrreresrrressreresrrersreeresereessreresereessrereseeresee 57 7 4 14 Inserting a Shared Folder NSP iinan NT 58 75 vane and DOMIN Me a AE 59 7 6 Working with Advanced Menu FUNCTIONS cccccssseccccseccceeseccceusececceeceeeeusececseeceesuneceesenseeeseunecessenecessenes 63
37. ON Click amp DEC DE Business Application Intelligence Manual The Versatile Solution Click amp DECIDE Business Application Intelligence Administration Manager amp Web Menu Manual New Click amp DECIDE Version 2013 Last Edition August 12 2013 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 k d a d Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC nN eCl e CO M To contact your nearest Click amp DECIDE partner click here ly Click amp DEC DE Business Application Intelligence Manual Table of Contents 1 Starting with Click amp DECIDE Administration Manager scccccssssccccsssccccessececeusececeeececseeseceseusecessunecessugeceesaneeess 5 P14 Using the Chek amp DECIDE Start VIC sasdsdnencstsivocasscanenadhsichaasaetinesseinereacscenionen E RO 5 1 1 1 Using the Start Menu s Business Application Intelligence Folder ss 5 1 1 2 Using the Start Menu s Tools FOldET ssreiiseriersnoreiirirnnsie ine E EENE N 6 1 1 3 Using the Start Menu s iSeries Tools Folder esesssesessesessenserreresrrrssrerresrrresrrersssrresrreresrrreserersseereserereseeree 6 1 1 4 Using the Start Menu s Documentation Folder sise 6 1 2 Launching the Administration Manager Professional or Enterprise Edition 6 1 3 Checking or Modifying the Administrator Group since 7 2 Using the Data Sources Tab Professional or Enterprise Editions ss 8 2 Modifying a
38. RE malii Output Format HTML Excel 2007 Pivot Table Excel 2007 Roambi All Views in Same Sheet Sheet Al oc And the Excel file will look like this example with 2 Header Rows Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here f 80 www clickndecide com ly Click amp DEC DE Business Application Intelligence Manual A B C j E F G H J n 1 TOTAL Total TOTAL 2011 TOTAL 2012 2 SALNAME Grand Total 2011 2012 2013 fl 3 4 1 3 Bill Raley 2106866 20 539347 00 980617 40 586901 80 163921 00 263351 00 0 00 112175 00 0 00 4 Diane Meyer 2792898115 20902871 1117295 96 866456 48 262254 36 225445 00 25907835 6225100 226166 15 5 Doug Castro 10999151 24 3234807300 4116104865 3534973 39 94923716 99671 94 666665 49 1638498 41 3284252 75 6 GeorgesDunel 3019050 40 98608285 974480 00 1058487 55 345211 20 165210 75 31908790 15657300 245321 79 7 James Smith 1947845 90 60945325 260713 50 67767915 192406 00 179701 00 437346 25 0 00 0 00 8 Jean Martin 325283 80 0 00 325283 80 0 00 0 00 0 00 0 00 0 00 0 00 9 Jim Baxter 971756 29 21713210 31793779 336686 40 149539 80 0 00 167592 30 0 00 262982 79 10 Joe Kramer 4696769 64 1082461 50 2468565 04 1145743 10 137406 00 0 00 559001 00 38605450 2081923 04 _ 11 John Brown 79690348 60028 75 666119 23 70754 50 0 00 0 00 60
39. RL near the 2 DE 13 Paste the content into any editor the URL will be as follows http localhost dvweb Menus ShowParameters aspx __ma My Menu amp _mi 21 amp AREA PARAM ATLANTI C amp f PDF amp e 0 Replace ShowParameters aspx with Display aspx http localhost dvweb Menus Display aspx ma My Menu amp _mi 21 amp AREA PARAM ATLANTIC amp _f PD F amp e 0 14 Open the demo_ multicriteria query using Click amp DECIDE Builder 15 Select Query gt Parameters to open the Query Parameters dialog box 16 Select the AREA_PARAM parameter 17 Click the E Copy icon Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 65 Headquarters Click amp DECIiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here 18 19 20 21 22 Close the query Click amp DEC DE Business Application Intelligence Manual OX a YA SALNAME_PARAM TA P_DATE YA Propertyares Parameter Properties Name AREA PARAM Type String Open the Sales by area and distributor query that feeds the Sales by Area report Select Query gt Parameters to open the Query Parameters dialog box Paste the parameter previously copied with the EB icon Click OK E Query Parameters 2 Property area ARES PARAM Parameter Properties Marne ARES PARAM Type String Status Enable Update Method Input Query List Titl
40. RYER ODBC Support ndM anagement test UDE Versions WER ASANNT CRIP SECTIRISE 4 Lo Click OK to validate Click Validate Confirm the login 2 2 8 Configuring the Click and DECIDE Model Data Source This internal data source allows a user from any workstation to access a Click and DECIDE Model data source whose setup is defined in the Click and DECIDE Administration Manager A Click and DECIDE Model data source is a specific data source corresponding to one or several views or domains defined with the Click and DECIDE Model module which allows you to create end users views with e Predefined join conditions between several tables e Hidden fields e Predefined calculation fields e Hidden criteria e Columns renamed with the names you want The benefit for the end user is that they get a view as a single table which makes it very user friendly as the technical features are already prepared inside the Model join calculation fields and so on The benefit for the Administrator is that it gives access to filtered information to the end user and hides unauthorized data Click and DECIDE Model allows you to create criteria depending on the user logon For example a user named Smith will only see data for the SOUTH Area from a Model whereas another user named Baxter will see data from the same Model but for the NORTH Area For more information please refer to the Click and DECIDE Model Manual Contact us E mail su
41. Report Web Data Source UserID Password ily Licences P AS400TCPIP SECURED DIDIER E T Secured SQL Server f AS400TCPIP_SECURED When the above user will connect to the AS400TCPIP_SECURED data source the iSeries login sent to the data base will be the one defined in the above screen being specific to each user If you wish to remove any row in the right bottom frame select the required row and click the command Edit gt Delete Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 35 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clickhk amp DEL DVE Business Application Intelligence Manual 6 Using Group and User Group Properties A Property is new feature since version 10 2 1 allowing to apply some criteria to a Group and or a User Group decided by the Administrator Later when running a query report or cube through the Web Portal or a Click amp DECIDE Connect Data Source the end user will retrieve data filtered by this property Example if a Property allows a User to get data only from SOUTH and EAST areas any query report or cube based on this Property will only return data for the SOUTH and EAST areas If this User belongs to a Group whose Property also authorize to see the NORTH WEST area then the user will get records corresponding to the SOUTH EAST and
42. Select the Sales by salesman xls file located in the C Program Files Click and DECIDE BAI DemoWeb directory Link to a file properties General Icon File Path SODATASET DEMO DenmoWeblsales by salesman xls Browse Mime Type applicationi nd ms excel P W Visible in browser Cancel Copal Help 14 Note that the corresponding Mime Type is automatically displayed if the file is recognized 15 Click the Mime Type arrow to expand the drop down list 16 Click OK 7 4 10 Inserting a URL 52 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual To insert a URL please follow the steps below The URL could launch a query a report a cube a Dashboard as describe before a Web Site etc 1 Select the Other folder 2 Click the Hyperlink icon to add a link to an URL rook ene Queries eee Reports H 0 Cubes a Dashboard E Other ve gel Sales by Salesman bea Ta Right click URL Select Rename Rename the default name URL with the name you want for example Click amp DECiDE Web Site rook H D Queries Fj Reports H E Cubes H D Dashboard A D Other gm Sal w 6 Double click the new URL
43. adquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q ec q e CO M To contact your nearest Click amp DECIDE partner click here ly Click amp DECIDE Business Application Intelligence Manual Windows User and Group Import Utili Select Users and or Groups then dick Import We NR2008 Es Groups E 4 Administrators WIR Administrator Fe Backup Operators IR Distributed COM Users IUSR NRA 2008 oa Network Configuration Operators EISE Performance Log Users ee Performance Monitor Users WISE Power Users g Print Operators Remote Desktop Users DR Details And click Import to retrieve the information inside Click amp DECiDE Administration Manager The Details box can display some warning such as Details The changes you requested to the table were not successful because they would create di The Guest User was not imported because of The changes you requested to the table were not successful because they would create di F The Administrator User was not imported because of The changes you requested to the table were not successful because they would create duplicate values in the index primary key or relationship Change the data in the field or fields that contain duplicate data remove the index or redefine the index to permit duplicate entries and try again When this step is finished click Close Contact us E
44. ame C Program Files Click and DECIDESASCIL Templ Cancel 4 Select the Write Mode either Erase content or Append content from the Action drop down list 5 Click OK Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 75 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn q ec q e CO M To contact your nearest Click amp DECIiDE partner click here Click amp DEC DE Business Application Intelligence Manual ag HTML report ag PDF report af ASCII ASCII List ASCII Sequential Pee Template File Sheet Name C Program Files Click and DECIDE ASCII_ Template bt Write Mode or Cell Mode APPEND 6 Select File gt Save to save your menu to apply the changes Note when the end user runs this query later and selects ASCII as the output format the data will be sent using a copy of the template file and using the specified write mode If the template file contains for example a row with all header column names the Append content Action option must be used because the Erase content mode will generate a new ASCII file without the header row 7 7 3 Working with Excel Output Formats with Options The Excel and Excel 2007 output formats accept certain options such as a template file name a Sheet name the destination cell and the write mode as follows 7 7 3 1 Excel XLS To work with an Excel XLS Excel 95 t
45. anager enables you to define and setup each data source you want to access In the Professional and Enterprise Edition the Administration Manager also enables you to define the Security when accessing data sources User Groups Users Menus used in the Web Portal and the Authentication mode In the Express and Standard Edition this command only allows to define and setup each data source you want to access Web Portal click Web Portal to access your Click amp DECIDE Web Portal The Web Portal will be launched 1 1 1 Using the Start Menu s Business Application Intelligence Folder Builder click Builder to launch the Click amp DECiDE Builder The Builder is the main program which enables you to start the application to create queries reports and cubes all saved in the same project with a wfv extension Configuration Wizard click Configuration Wizard to launch the Click amp DECiDE Configuration Wizard again You may choose to run the Configuration Wizard again in the following cases e f you need to change your license certificate e f you need to change the Web Portal Authentication mode e f you need to change your Mail Server name e f you need to change the SQL Server Authentication mode 5 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE
46. and DECIDE option End users will be then able to connect to this AS 400 Data Source without Knowing the iSeries Login but using their Windows Login if Windows Authentication has been selected or using a predefined login declared in the Click and DECIDE Administration Manager if Click and DECIDE Authentication has been selected 14 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DEL DE Business Application Intelligence Manual ata Source AS 400 TCP IP Name Myas400 Use unique User 0 Password by default Identification User ID QSECOFR Password TTL Confirmations PTT Tit t Data Source Secured by Click and DECIDE Click and DECIDE Security Locked Access Password Checked by the Data Source 0g Mas number of simultaneous connectors 2 2 3 Configuring an Oracle Data Source Important for some Data Sources such as SQL Server Oracle or UDB DB2 the proprietary client module must be installed first If not an error message will appear informing you that it is trying to connect to the missing client module For example if you have not installed an Oracle client module the following error message appears when you try to define an Oracle data source Followed by the f
47. as User Group without users Users Groups without Data Source Access User not belonging to any User Group etc Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 82 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Click amp DEC DE Business Application Intelligence Manual The ACC Users User Group does not have any access to a Secured Data Source r There are no users in the dev User Group There are no users in the Utilisa du domaine User Group There are no users in the Domain Users User Group The Michel User does not belong to any User Groups The Vincent User does not belong to any User Groups The Nerys User does not belong to any User Groups The Pierre User does not belong to any User Groups 8 4 Export Report Click the command File gt Export Report to get a report in RTF format about Data Source summary all the data source name their type the Running Mode the security the maximum of simultaneous users the Locked status the direct access the default password etc User Group summary Name Description Task Administrator Supervisor Enable status Users summary Name ID Password stars only will appear if exist Address Zip Code City Phone Enable Status User and Password summary Data Source ID Passwo
48. box appears Mew Data Source Data Source Name Data Source SOL Server Oracle iSeries TCP IP DE2 UDEB Orade DB2 UDB etc first If this module is 3 Note that each type of Data Source will display a specific dialog box where you can define the configuration Click each tab to configure the options according to the data source you want to use Note that for some Data Sources such as SQL Server Oracle or UDB DB2 you need the proprietary client module to be installed first If not an error message will appear as it is trying to connect to the missing client module 2 2 1 Configuring an SQL Server Data Source To configure an SQL Server Data Source follow the steps below 1 Right click in the central pane of the Administration Manager 2 Click New Data Source or select File gt New gt Data Source The New Data Source dialog box appears Enter a Data Source Name for example MySQLServer Select the SQL Server Data Source Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 11 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual Mew Data Source Data Source Name Cancel MySOLServer o Carod Data Source 5 Click OK The Settings dialog box appears 6 Enter th
49. ck here ly Click amp DEC DE Business Application Intelligence Manual 12 Note that by default Show files will show all files including Click amp DECIDE Builder project files To limit the files shown you can enter specific files and or items beginning with a string For example Show files B W will only display directories files or ClickK amp DECIDE Builder project files beginning with a B or W Show files wfv pdf will display files with the wfv or pdf extensions Use a semicolon as separator Note that will display directories names Hide files Ist cub will hide files with the Ist or cub extensions Use a semicolon as separator Note queries reports and cubes can be hidden directly from a Click amp DECIDE Builder project file using the Visible property set to No for each required item Hide extension select this check box if you want to hide all file extensions 13 Select the Click and DECIDE tab Shared folder properties General Click and DECIDE Format Icon This page lets vou define the shared folder behaviour For Click and DECIDE projects Files with the PV extension g this option is not checked Files with F extension aill be treated as regular files M Show item type as sub directory 14 Select the Enable browsing in Click and DECIDE project files check box if you want to display the content of each visible project file in the shared folder If you clear this check box the proje
50. ct file will behave as a standard file and the user will get the message about the file download File Download Do you want to open or save this file Name Web Server Statistics Daily wtv Type Projet Vision 342KB From localhost Always ask before opening this type of file While files from the Intemet can be useful some files can potentially ham your computer f you do not trust the source do not open or save this file What s the isk 56 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn a CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual If the Enable browsing in Click and DECIDE project files check box is selected then you can see all the queries reports and cubes in the same branch 15 Enable the Show Item Type as Subdirectory check box if you want to see three distinct branches to separate queries reports and cubes 16 Select the Format tab 17 Select the output format you want to authorize for all project items queries reports and cubes Note refer to the Output Format section later in this document Shared folder properties General Click and DECIDE Format Icon af HTML report ite Excel 2007 Pivot Table Excel 2007 Roarmbi ASCII Sl TT Lik Cancel
51. ctures of size 16x16 Cancel pply Help The picture is located into the Server in the directory C inetoub wwwroot dvweb App_Themes Click and DECiDE Images You also can select another picture in this directory No path has been to enter only the picture name 12 Click OK to validate 7 4 9 Inserting a Link to a File To insert a link to a file please follow the steps below 1 Select the root folder Click the Li New Folder icon to insert a new folder Right click the new folder Select Rename Rename the folder with the name you want for example Other PU ae IN Select the new folder in this example the Other folder Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 51 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click DECIDE Business Application Intelligence Manual 7 Click the Link to File icon to add a link to a file root H D Queries eee Reports H D Cubes Fj Dashboard Right click Link to a file Select Rename 10 Rename Link to a file with the name you want for example Sales by Salesman rook H D Queries H D Reports Fj Cubes H D Dashboard Af Other Le Ed 11 Double click the new Sales by Salesman branch or click the icon to open the Link to a file properties property sheet 12 Click Browse 13
52. e Area Mandatory Mo Editable Yeg Default Value IGNORE Query DEFINE SOURCE Secured SQL Serv Selection Extended Hide List s First Column fo concel_ 23 Click the leftmost column of the AREA field The Criteria dialog box appears 24 Click New to add new criteria on that field 25 Enter the parameter name using the Expression tab Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 66 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Click DECIDE Business Application Intelligence Manual Value Column Expression Query AREA PARAM Columns Salesman AREA Where Having Salesman AREA Property4rea and Mot Salesman RES AREA PARAM Gombine Uncombine Cancel New Remove Parameters 26 Click OK 27 Close and save the Sales by area and distributor query 28 Open the Sales by Area report based on this query 29 Select the AREA field in the Group Header AREA 30 Select the General tab in the Properties pod 31 Enter the following URL in the Hyperlink text box dvweb Menus Display aspx ma My Menu amp _ _mi 21 amp 8AREA PARAM AREA amp f PDF amp __e 1 Note using the copied URL we have replaced the beginning before dvweb with a single quote then replaced the AREA_PARAM ATLANTIC with
53. e Server Name and if appropriate the Instance Name For SQL Server 2005 installed with the Click amp DECIDE package the Instance name is SQLExpress SQLExpress can be entered Microsoft SQL Server Interface Settings ES server Name Ex SOLServerName Instance Support for decimal and numeric data type in write mode Alphanumeric Data on Server is stored with the ANSI character set TCP IP Connection 7 Select the check boxes as appropriate 8 Click OK 2 2 2 Configuring an iSeries Data Source To configure an iSeries Data Source follow the steps below 1 Right click in the central pane of the Administration Manager 2 Click New Data Source or select File gt New gt Data Source The New Data Source dialog box appears Enter a Data Source Name for example MyAS400 for a new iSeries Data Source Select the iSeries TCP IP data source from the Data Source drop down menu 12 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl a e com To contact your nearest Click amp DECIiDE partner click here ON Click amp DECIDE Business Application Intelligence Manual Mew Data Source iSeries TCP IP DB UDE ODBC Click and DECIDE Connect Wa Click and DECIDE Model 5 Click OK The iSeries TCP IP Interface property sheet appears 6 Enter the iSeries Name or IP address Seri
54. ed modes nor with the dimensions and measures A cube can also be sent to Excel 2007 this is a new feature in Click and DECIDE version 10 1 Click OK 7 4 5 Inserting a Click amp DECiDE Static Query To insert a static query please follow the steps below l 2 Select the Queries folder Click the Static Queries a icon 45 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Clickh amp DECIDE Business Application Intelligence Manual HA Invoices bbe Ee H LA Reports H Cubes 3 Launch Click amp DECIDE Builder select Start gt All Programs gt Click and DECiIDE gt Builder in the Start menu 4 Open the Click and Decide Web Demonstration wfv project file located by default in the C Program Files Click and DECIDE BAI DemoWeb directory Open the Customer file query Export the query by selecting File gt HTML gt Publish to Web Portal Select the target directory in C Program Files Click and DECIDE BAl web publication Click and DECiDE Query create the last directory Query Note the following file name will be proposed Customer file cndr Click OK Rename the default name Static Query to Customer List 10 Double click the new static query or click the F icon to open the Click and DECIDE static Q
55. efer to the Click amp DECiIDE Model Manual for more information Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 30 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn q ec q e CO M To contact your nearest Click amp DECIiDE partner click here ly ClickhR DECIDE Business Application Intelligence Manual 4 Updating Database Security Each time you modify the access right inside the Administration Manager program you must update the database security by selecting File gt Update Database Security or by clicking the Update icon You must update Database Security when you create a data source a User Group a User and when you change any link between the Administration Manager Tabs Data Source User Group User Menu and Authentication This action will update internal files used by ClickK amp DECIDE B Click and DECIDE Administration Manager Edit View Tools Help Check Database Security Data 5 ata Sources EM myasaoo E Secured SOL Server Export Report Backup Database Security Import Windows Users and Groups Exit Note that if you close the Click amp DECIiDE Administration Manager without clicking Update Database Security a message will appear asking if you want to update database security It is always recommended to do so to ensure that the configuration is updated 31 Contact us E ma
56. eo Chart Application Open CYashboard Applicatio Open in new tab Other Dashboard Sar Open in new window Save target as Print karget ut Copy Copy shortcut Make a right mouse click and select Copy shortcut Rename the default name Dashboard with the name you want for example USA Geo Chart in this example CA root ee Queries E Reports I Cubes d Das Double click the new USA Geo Chart branch and paste the URL into the box removing the http servername DVWEB Menus Display aspx __ ma BAlI Demonstration amp __ mi 2558 amp __ ro Dashboard Samples 2fSales by Area xgc 50 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ClickhR DECIDE Business Application Intelligence Manual URL properties General Icon URL IDW EB Menusi Display aspx ma BAl Demonstration amp mi 2555 _ M Visible in browser URL properties General Icon Custom Icon googledevelopperlaga png To customize the icon For this item enter the icon Flenamne You must copy the icon File in each theme Folder For which you want to customize the icon Default path is CHlinetpubwwiwrootldvveb app Themes Click and DECIDE Images For the Click and DECIDE theme You should have better result with pi
57. er Result Tor current month Configure Schedule You are running a beta version Create For any information please contact our team Publish Company Click amp DECIDE 61 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clickee DECIDE Business Application Intelligence Manual Or if you start the Web Portal with http servername dvweb home aspx or hide the Left Pane you will see the Web Portal as follow Administrator Logout A Favorites Result for current month Schedule And if you click the Browse button the menus will appear as follow Administrator Logout BA Demonstration 5 BAI Tools Web Portal Statistics My Menu 15 Click the My Menu branch to display the Menu Content fi Browse My Menu Administrator Logout Queries Reports Cubes Dashboard Other Ca Click amp DECIDE Builder My Shared Folder 16 Click any branch to display the Content f Browse My Menu Reports Administrator Logout f Browse My Menu Dashboard Administrator Logout 62 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 E Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nea
58. ers Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl a e com To contact your nearest Click amp DECIiDE partner click here ly Click amp DEC DE Business Application Intelligence Manual e Users by default this does not contain any users if Windows Authentication is used unless you need to declare certain users as CAL users Client Access License This branch contains identified Users if ClickK amp DECIDE Authentication is used Refer to the User tab e Data Sources Access contains all Secured Data Sources assigned to the User Group Refer to the Data Source tab e Menu Access contains all the menus assigned to the User Group Refer to the Menu tab e Model Parameter this branch is empty by default it can contain the parameters linked to a Click amp DECIDE Model Please refer to the Click amp DECiDE Model Manual 3 2 Assigning Data Sources to a User Group Once the data sources you need have been created and the Secured mode has been activated you must grant access rights for these data sources to the concerned User Groups To do so please follow the steps below 1 Select the User Group tab EJ Click and DECIDE Administration Manager File Edit View Tools Help bou EN MC Pen ANS User Groups Data Sources m Admin MN MyAS400 Be Users fa T Secured SOL Server i says L Users EB Data Sources Access l a g DataSet Vision CSV_Web Gl Secured SQL S
59. erties Use a unique UserID Password by default E Identification User D Password Eonfirmatior Data Source Secured by Click and DECIDE Click and DECIDE Security Locked Access o C1 Password Checked by the Data Source Max number of simultaneous connection it is possible to define in the Users Tab a specific login for one or several data sources To do so select the User in the User Tab and make a right mouse click in the right bottom window and select New gt Password User User ID Didier Mame Password Contirmatiars Enable CAL Data Source User ID Password Password Select the Data Source Name and enter the User login Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 34 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clic k amp DECI DE Business Application Intelligence Manual Define Data Source Login Details Data Source Name AS400TCPIP_SECURED User ID DIDIER Password CL LLEL LS Contirmation ss pre the User ID and Password to access this data source Click OK to validate User 5 ini User ID Didier G Administrator Hame iil ri Analyser Password 41 Baxter Jim amp Davis Sandra Confirmation E Didier z L User Groups Enable Elie WebUsers CAL S E Data Sources Access aly Net
60. erver 7 Ee Menu Access hea Model Parameter aR WebUsers Data Sources User Groups Users SJ Menu Select the User Group you need to modify for example the group Users which is a Windows Group Select the Data Sources Access branch Note all the data sources declared as Secured by Click and DECIDE appear in the right pane Click the Data Source you want in this example click the AS 400 Data Source oo Ol eS w Enter your login details The Library and table list will appear Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 25 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DECIDE Business Application Intelligence Manual File Edit View Tools Help B S Users Ga Ca CGULIB 8 Data Sources Access bi ARE Tesir m DFULE B L DataSet Vision CSV_Web La D User Groups Data Sources mW H Secured SOL Server a ee GME Menu Access Gg SDALIB a Model Parameter ao FSEULIB 3 88 WebUsers ag D6SRV gj DYSERVER a D7SRV H DATATJOB H DATASELECT H E DATASET H E DATAXPRESS Ca DIDIER Data Sources M User Groups Users Menu CAPS NUM SCRL 7 Select a library 8 Select the tables you want or give access to the whole library if you do not want to limit the access to
61. es Name or IF address 192 168 0 103 1 E Internet Connection A 7 Select the RDB Name tab 8 Enter the Relational Database Name RDB Name 13 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m SDECIDE 130 rue du Bapiistou www clickndecide com Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here ly Clickhk amp DEL DE Business Application Intelligence Manual iSeries TCP IP Interface iSeries TCPAP Relational Database Name RDBMAME SE 1 Mote You can add or see the ADB name with the WREARODBOIRE command 9 Click Validate The connection will be tested 10 Note that once the connection has been successfully tested the new iSeries data source is ready to use Note for this data source the Host Program Installation should be run before creating this data source Data Source 45 400 TCP IP i F Mame MyAS 400 Properties My 45400 Secured SQL Server Use a unique User ID Password by default M Identification User ID ASECOFR Password JIII Confirmation C0 Data Source Secured by Click and DECIDE E 11 Right click the MyAS400 icon in the central pane 12 Click Test Connection The default login will be used Note if this data source must be used later via the Web Portal you must activate the Data Source Secured by Click
62. he User to the Users branch in the User Groups pane using a drag and drop operation A Click and DECIDE Administration Manager File Edit View Tools Help LS SNO ei User Groups All Users Gr Admin User ID Departm Addres Addres Phone M Users L Admin ve Ei WebUsers 4 amp Guest TUL Guest Didier Didier LA Pascal Le Enrique Enrique Robert LA Pierre H J Data Sources Access KA Robert H Menu Access amp Leif Model Parameter 4 Domain Users d E i i Data Sources ga User Groups Users S Menu 2 CAPS NUM SCRL 4 Select File gt Update Security to update the Administration Manager s configuration Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 27 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Click amp DECIDE Business Application Intelligence Manual 3 4 Removing Users from a User Group To remove users from a User Group please follow the steps below 1 Click the User branch in the User Group you want to remove the user from EJ Click and DECIDE Administration Manager File Edit View Tools Help amp aie e Eg Sn 2 Guest Data Sources Access G3 Menu Access 4 Didier ji aP Model Parameter EA Pascal ii
63. i Browse My Menu Reports Administrator Logout BA Demonstration BAI Tools fg Sales by Area Web Portal Statistics Sales by Categor Sj My Menu CA Queries 42 Click the Sales by Area dynamic report in the right pane fi Browse BAT Demonstration Dynamic Reports Sales by Area Administrator Logout Output Format PDF HTML Other Share 43 Select several Areas or leave IGNORE 44 Select PDF or HTML output format but remember that the URL built contains _ f PDF 45 Click Run to run the report 46 Place the mouse in the Area field to display the URL as follows My Menu Reports Sales by Area Result Administrator Logout Click amp DECIDE C Point the ATLANTIC area with the mouse to see the built URL DM Diane Meyer Karen Walker _ Tim Rosenberg Diane Meyer 2 792 881 15 Karen Walker 791 636 21 Tim Rosenberg 392 397 29 Sub Total ATLANTIC 53 9 6 914 65 http localhost dvweb Menus Display aspx __ma My Menu _ _ mi 218AREA PARAM ATLANTIC n Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 70 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click DECIDE Business Application Intelligence Manual 47 Click on ATLANTIC for example The Demo Multicriteria report will appear for the ATLANTIC area My Menu Repor
64. ided Profile or Click and DECIDE Secured Password Windows Authentication no Identification login is required Name Local SQL Server j Properties How Should Click and DECIDE Chent Connect To SOL Server Using Windows Authentication Identification Izer ID Unique SQL Server Authentication Profile this can be used if your SQL Server database security has been configured in Dual Mode and you wish to use an identified connection Enter the User ID Password and confirm the password Note the end user does not need to know the Database password they only need to be identified Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 9 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DEC DE Business Application Intelligence Manual Data Source SQL Server Name Local SQL Server Properties How Should Chick and DECIDE Client Connect To SOL Server Identification User ID a Password TITTI Confirmation TELLI User Client Provided Profile or a Click amp DECiDE Secured Password If you want the user to enter their personal SQL Server Client Login or a Click amp DECIDE Secured Password then you must have selected Click and DECIDE Authentication when you ran the Configuration Wizard In this case each user must be defined in the Admini
65. il support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DEC DE Business Application Intelligence Manual 5 Working with the Users Tab If the User Group is a Windows Group all the users who belong to this Group will have the same access rights to the database tables as defined previously Each user name does not need to be entered in the Administration Manager except if you want to declare some of them as CAL users according to your license certificate A CAL Client Access License must be an identified user in the Administration Manager If you only have concurrent users in your license certificate you do not need to identify them in the Administration Manager 5 1 Adding Users in the Users Tab If the User Group is not a Windows Group and if you are in Click and DECIDE Authentication mode then you need to add the users you want to manage and add each user in a User Group To add a user please follow the steps below 1 Select the Users tab 2 Select File gt News gt User or right click and select New gt User In the example below we are going to create the user James Smith and declare him as a CAL user E Click and DECIDE Administration Manager File Edit View Tools Help RPM SE MSN TETE 120 Users User E
66. istou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DECI DE Business Application Intelligence Manual HR Admin Menu Path Users RDATASET_DEMOS Demo ebiDemow eb Users SDATASET DEMO DemowebyMy Meru wi Re s DATASET DEMO DemoWeb Web Server EE Menu Access My Menu DATASET DEMO DemoWeblMy Menu w BAT Demonstration BAI Tools Drag and drop your Menu Web Portal Statistics to the Menu Access branch of the User Group that will have access to this Menu M Menu ER Model Parameter HAE WebUsers es 8 User Groups 11 Move the menu you created from the right All Menus pane to the Menu Access branch in the left User Groups pane using a drag and drop operation In this example we are going to move the My Menu menu 12 Click File gt Update Database Security or click the Update icon 13 Launch the Web Portal select Start gt All Programs gt Click and DECiDE gt Web Portal 14 Disconnect and reconnect if you need to reload the menu list in the Web Portal The new menu in this example My Menu menu will appear if you are a user belonging to the corresponding User Group ON Clicka DECIDE Browse fi Administrator Logout 5 BA Demonstration Menus Favorites BAI Tools Web Portal Statistics My Menu Queries Reports Cubes Dashboard Other Click amp DECIDE Builder My Shared Fold
67. lect the new user for example Smith in the right All Users pane 9 Move the new user from the All Users pane to the Users branch in the left User Groups pane using a drag and drop operation A Click and DECIDE Administration Manager File Edit View Tools Help fel Users Didier i Pascal i amp Enrique De amp Pierre ii fz J Data Sources Access amp Robert a Menu Access 2 Lej ii BAI Demonstration EA Smith James Smith E Web Portal Statistics fF ER Model Parameter 1 8 Domain Users d i Data Sources User Groups Users Menu CAPS NUM SCRL 10 Add the data sources that you want to authorize for the WebUsers group In this example the MyAS400 data source has been added to the authorized data sources for the WebUsers group 11 Click the Update Security icon fi to validate the changes Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 33 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual 5 2 Specifying Data Source Login for each user lf a data source is defined in Click and DECIDE Administration Manager but you do not want to use a unique User ID Password by default for all users as in the following picture Data Source AS 400 TCP IP Name JASA400TCPIP Prop
68. levels E Dupont William Enable E Fort CAL H Fran ois Guest Data Source User ID Password LUC E 2010 Click amp DECIDE SAS All rights reserved Click amp DECiDE Net Report DataSet Report DataSet Vision and other DataSet products and services as well as their respective logos are trademarks or registered trademarks of ClickK amp DECiIDE SAS All other company names products and services used herein are trademarks or registered trademarks of their respective owners The information published herein is subject to change without notice This publication is for informational purposes only without representation or warranty of any kind and Click amp DECIDE SAS shall not be liable for errors or omissions with respect to this publication The only warranties for Click amp DECiDE products and services are those that are set forth in the express warranty statements accompanying such products and services if any Nothing herein should be construed as constituting any additional warranty Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 86 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here
69. lickndecide com Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here ODBC Interface Setup ODBC Data Source Licences Li Supported Jom Style C Regular Only SOIL 400 Access Oracle 9 SQL Server TimeStamp format its wyuy rim dd HH Me Advanced use carefully especially for server datasources Manage Schema Name levels Also manage Catalog level if driver supports it F Requires use of feld indes in GROUP BY clause for ERDr SSIONE Can use field alias in GROUP BY clause for expressions 4 Click ODBC Setup to create or modify the ODBC Data Source Setup Clickhk amp DEL DE Business Application Intelligence Manual Cancel ODBC Setup Recommended the data source should be defined in the System DSN Tab rather than the User DSN Tab if you wish this data source to be able to be used not only locally on the Server but also from remote workstation through the Web Portal or using a Click amp DECiDE Connect data Source 17 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DECIDE Business Application Intelligence Manual T Ji Ti n T T3 erver Database 1 2 DataSet Visi
70. lt in the C Program Files Click and DECIDE BAI DemoWeb directory Select the Sales by area report Replace the beginning of the path with an environment variable if necessary Click and DECIDE Report General Format Icon Click and DECIDE project File name SOT ASET DEMO Demo Webl Click and Decide Web Demonstration w Browse M Visible in browser Cancel Ap Help 9 Select the Visible in browser check box if you want the item to be visible in the Web Portal Clear the check box if you want to hide this item in the This option is used when a report calls another hidden report however you need to know the URL report inside the Menu to create the hyperlink Refer to the Click and DECIDE Report Manual 10 Click the Format tab to specify the authorized output formats A report can be exported in HTML and PDF format with a WYSIWYG presentation and in Excel format when only data is exported including breaks levels if exist 11 Click OK 7 4 4 Inserting a Click amp DECiDE Dynamic Cube To insert a dynamic cube please follow the steps below 1 Select the Cubes folder 2 Click the Dynamic Cube Gi icon root I Queries H O Reports Cubes 5 isee Dynamic 3 Rename the default name Dynamic Cube to the name you want For example Sales by year and by Salesman Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 44 Headquarters Click amp DECIDE 130 rue du
71. m to be exported later to these formats by the end user Note the special WebQuery output format that can be used if you wish to be able through the Web Portal to see the special icon allowing to retrieve data in an Excel sheet using the corresponding URL in the command Data gt From Web as describe in the ClicknDECiDE BAI Web Portal _ User Guide pdf manual page 35 chapter 4 6 7 7 2 Working with ASCII Output Formats with Options All output formats such as ASCII ASCII List ASCII Sequential CSV RTF and so on accept certain options such as a template target file and a write mode ERASE or APPEND 74 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIiDE partner click here ON Click amp DECIDE Business Application Intelligence Manual To work with ASCII output formats with options please follow the steps below 1 Click the item properties icon to display the item properties property sheet For example the Click and DECIDE Query property sheet 2 Select the ASCII output format ag HTML report ag PDF report ASCII List Write Mode or Cell Mode Apply 3 Click Browse to locate the ASCII template on your disk _F ET ser lobes er a ag ani g l Ee a VESTINA TOn fi J Tid Lt File H
72. neral Format Icon af HTML report POF report af Excel 2007 Roarbi ASCII for TT Lik Cancel Copal Help Once the menu is saved and the menu list refreshed through the Web Portal select this output format to send the cube tab into an Excel XLSX file having the XLSM extension as in the following example fi Browse My Menu Cubes Sales by Year and by Salesman Administrator Logout alee IGNORE Salesman Name iGNORE A Date Use key words or a calendar date IGNORE TA Output Format HTML Excel 2007 Pivot Table Excel 2007 Roambi oci Click Run Do you want to open or save Sales by Year and by Salesman xism 32 6 KB from localhost Open Save Cancel Open the file under Excel 2007 2010 or greater 79 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cliick amp DEC DE Business Application Intelligence Manual A B AREA AIAREA e TOTAL SALNAME Bill Raley 6 Diane Meyer Di 22011 ood 347 OO togs 026 7 fl 946 734 4 966 082 05 pogs 453 25 7 PITRE a Georges Dunel 9 James Smith 10 Bis 11 Bch 12 BCR TE TT bol 132 10 b1 082 461 50 p0 O20 75 349 603 56 13 Bite Brown 14 Karen Walker 15 Kim Johnson 5 2012
73. nm Existing Data SOU nant ee ernest een eee 8 2 2 Creating a NEW Data SOUrCS sister tieseacrerdroneo scan sacienroeensa essaient este essaie 11 2 2 1 Contiguring an SQL Server Data SOUNCR 2 ccesnsiostcacoanciaa ones NE AEREE EE AEREE S EARTE ERE N EES 11 2 2 2 CONnTiguting an iSeries Data SOURCE nee EEN NA 12 2 2 3 Configuring an Oracle Data SOUL CC esssssseesesseesesrrresrrressreresrrerssrtressrerssreresereessreeesarerssreresererssrereserereseeree 15 7 2 4 Conmeuring a UBD DB2 Data SOUTCE ae ans cast A EA N 16 2 25 Contigurine an ODBC Data SOUTCE ssisecccccesnacansdsecossaesatddvahsesasteasiousiundslessansousesheendedsntweseasseusdeceodesandaestteroetees 16 22 COMME UPIWNE an Excel Data SO UNCC scerna EAE E E AEE 19 2 2 7 Configuring the Click and DECIDE Connect Data Source ss 20 2 2 8 Configuring the Click and DECIDE Model Data Source ss 21 2 3 Working with the Data Source Secured by Click amp DECIDE Option 22 2 4 Configuring Click and DECIDE Security Options ccccceseccccssecccesececceeccceeeseceeeeseceeseescceseusecetsugeceeseneeeeas 22 3 Working with the User Groups Tab ccccccssccccsssececeeseccccesscccceescceeeusececeeeceeeeeneceseuneceeeeaeceeseesecessunecessegeceesanaeeess 24 3 1 Wo orking with User Group Definitions ae a ane ae nes ab Det ta 24 3 2 Assigning Data Sources to a User GO anis dinsarstrcane tn rcetee leds reacsace rene esedece tests 25 SRE sers EC TOUS ROUD an a A ea ee eee a an 27 3 4 Removing Use
74. nus previously created with ClickK amp DECIDE Web Menu The Administrator can define the menu name that should be displayed via the Web Portal and the path to the menu file with the wmu extension a Click and DECIDE Administration Manager Mode Windows File Edit View Tools Help lal aa Menus BAL Demonstration DATASET DEMO DemoleblDemoveb win Mame BAI Demonstration BAI Tools S047 45ET DEMO DenoWwebl DemoTools ru web Portal Statistics SS DATASET DEMO DemoweblWweb Server Statist Path DATASET_DEMO DemoWeb D m Edit 2 E oft CAPS NUM SCRL 7 1 Adding an Existing Menu To add an existing menu in the left Menu pane please follow the steps below 1 Select File gt New gt Menu or right click and select New gt Menu 2 Change the default New Menu name by the name you want 3 Click the Path Browse button in the right pane to find the menu file with the wmu extension on the hard disk 4 Click in the left pane to view the Menu Path 5 Modify the path to replace the beginning of the path with an environment variable if necessary 6 Click File gt Update Security to update the Administration Manager s configuration 7 1 Removing an Existing Menu To remove an existing menu from the left pane list please follow the steps below 1 Select the menu you want to delete from the left Menus pane 2 Press Del Note this action will not delete the menu file from the hard disk but
75. o Excel 2003 output format with options please follow the steps below 1 Select the Excel XLS output format for this query Click and DECIDE Query General Format Icon Cs Unicode Excel LSx Excel LS x Big Data Google Data Table al a al Lees Cl Cee ee Template File Sheet Mame Browse Write Mode or Cell Mode Cancel ren Help Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 76 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click DECIDE Business Application Intelligence Manual 2 Click Browse to locate the ModelExcel xls file in the C Program Files Click and DECIDE BAI DemoWeb directory Select the demo Sheet Name Change the cell to A7 Keep the Replace action Destination Information File Mame C Program Files x860 Click and DECIDE BATDenoWebih ance Sheek Mame dema Cell AY Action Replace 6 Click OK The presentation you defined will appear Note the syntax for the Excel and Sheet name is the following C Program Files Click and DECiIDE BAI DemoWeb ModelExcel xls demo or PathName FileName xls SheetName And the destination cell and write mode are written as follows A7 REPLACE or Cell WriteMode Click and DECIDE Query General Format Icon Csy Unicode
76. o back to the Menu 0 display parameter list before to be run 1 run now 35 Clear the Visible in browser check box to ensure the sub report demo multicriteria is not visible in the Web Portal Note that you also can Hide the full branch Sub Report Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 68 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual Click and DECIDE Report General Format Icon Click and DECIDE project file name 1ATASET DEMO DemowWebl Click and Decide Web Demonstration wy Browse Them Demo _Multicriteria X 36 Click OK 37 Or just Clear the Visible in browser option to hide the Sub Reports branch Folder properties General Icon Cancel ren Help 38 Click File gt Save to save the menu 39 Go back to the Web Portal 40 Disconnect and Reconnect to refresh the Menu 41 Note the Sub Reports branch is now hidden 69 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DECI DE Business Application Intelligence Manual f
77. oined fields from both tables match the join criteria Include all the records from Sales and only those records from Salesman where the joined field match the join criteria Include all the records from Salesman and only those records from Sales where the joined fielde match the join criteria Include all the records fram Salesman and all the records from Sales 8 Select the Timestamp format that corresponds to your ODBC Database from the drop down list TimeStamp format Pramod AAPA os ite oouy ram dd HA MMS 57 ts yywy rini dd HH MMM S S NNN A ts yyuy roni dd HH MM S5 HHNNNN its ouuu rar dd HH Mb 9 Select the Advanced check boxes as appropriate For example the way to display table levels or to manage the GROUP BY statement 2 2 6 Configuring an Excel Data Source An Excel data source is an ODBC data source however you can very easily add an Excel data source by following the steps below Note an Excel data source must refer to an Excel file having data in a Table representation with the first row used as Column Header 1 Close the Excel file concerned 2 Move the Excel file into the Click and DECIDE Administration Manager Data Source tab by using a drag and drop operation The ODBC Setup will be created automatically Note each Excel Sheet will appear in the table list as a Table when creating a query with Click and DECIDE Builder Contac
78. ollowing error E Load The specified module could not be found A 0000000 7E Unable to load the Interface DDIORAS DLL Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 15 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Click amp DEL DE Business Application Intelligence Manual 2 2 4 Configuring a UBD DB2 Data Source You must install a UDB DB2 client module before adding a new UDB DB2 data source via the Click amp DECIDE Administration Manager If you have not installed a UDB DB2 client module the following error message appears when you try to define a UDB DB2 data source Followed by the following error UE EE IA ce ee ee a aaae ohet srir HEC ihe fir sinmetratinn Basse LLB Qi L ILC AUTH HSL g IT vba plate Load The specified module could not be found A OxD000007E Unable to load the Interface DDIUDB32 DLL 2 2 5 Configuring an ODBC Data Source To configure an ODBC Data Source follow the steps below 1 Right click in the central pane of the Administration Manager 2 Click New Data Source or select File gt New gt Data Source The ODBC Interface Setup dialog box appears 3 Select an ODBC Data Source 16 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m SDECIDE 130 rus du Bapisiou www c
79. on CSV Dest Excel DSOB12CLI re Or File DSN File DSN Drivers Tracing Connection Pooling About Driver Microsoft Access Driver Microsoft Text Driver tt Driver do Microsoft Acces Driver da Microsoft para ai MySQL ODBC 5 1 Driver FG bl AE F An ODBC System data source stores infomation about how to connect to the indicated data provider A System data source is visible to all users on this machine including NT services Aen Click Configure to define the ODBC setup as appropriate according to the database type Go back to the ODBC Interface Setup dialog box Select the Join Style Regular Only will only support Join Type 1 corresponding to the first option in the Click amp DECiDE Builder Join Properties dialog box Jom Criteria p3 Join Type Cancel 1 Only include rows where the joined fields from both tables match the join criteria SQL Server will support all proposed Join Types in the Click amp DECiDE Builder Join Properties dialog box Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here 18 www clickndecide com ON Click amp DEC DE Business Application Intelligence Manual Join Properties Join Criteria Join Type 1 Only include rows where the j
80. only from the menu list 7 2 Creating a New Menu To create a new menu in the left Menus pane please follow the steps below 1 Select File gt New gt Menu or right click and select New gt Menu 2 Change the default New Menu name by the name you want 3 Click Edit in the right pane This action will launch the Click and DECIDE Web Menu and create an empty new menu ready to be defined with the branches you need to create See further Use of Click and DECIDE Web Menu 7 3 Modifying an Existing Menu To modify an existing menu which can be seen in the left Menus pane please follow the steps below Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 40 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Clichk amp D EL DE Business Application Intelligence Manual 1 Select the menu you want to modify in the left Menus pane 2 Click Edit in the right pane This action will launch Click and DECIDE Web Menu and will open the menu you selected to modify Modify the menu as appropriate See further Use of Click and DECIDE Web Menu 7 4 Working with Click and DECIDE Web Menu When Click and DECIDE Web Menu is launched the following screen appears Hyd DemoWeb wmu Click and DECIDE Web Menu x DFI LL IQ est 60 LL MIS 6 File Edit Insert View Help The
81. only some tables A Click and DECIDE Administration Manager File Edit View Tools Help Data Sources E T Secured SQL Server emt Data Sources Access Gl DataSet Vision CSV_Web a ig Secured SOL Server m ta Model Parameter 1 8 WebUsers i Data Sources S User Groups Users SJ Menu CAPS NUM SCRL In the above example the Group named Users will now have access to the full AS 400 library named DATAEXPRESS but will only have access to some tables in the SAMPLE library 9 Select File gt Update Security to update the Administration Manager s configuration Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 26 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click DECIDE Business Application Intelligence Manual 3 3 Adding Users to a User Group Although no users are required when you are in Windows Authentication Mode you may sometimes need to add or remove users in a User Group For example if your license certificate contains some CAL users Client Access License for identified users or if you are in Click amp DECIDE Authentication mode To add users to a User Group please follow the steps below 1 Click the User branch in a User Group you want to add the user to 2 Select the User in the All Users right pane 3 Move t
82. ot Id 0 1 A Queries Id 1 t C3 Reports Id 7 Er Tua Sub rue d m B sales by ares Te S al Sales by Category Id 9 H O Cubes Id 3 H O Dashboard Id 113 H O Other Id 145 Es Sj Click amp DECIDE Builder Id 18 Co My Shared Folder Id 20 Specify the report to be run and the output format you need PDF for example Click and DECIDE Report General Format Icon Click and DECIDE project file name 4 Save this Menu 5 Launch the Web Portal 6 Display this branch via the Web Portal 64 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m SDECIOE lon tae d Daptstou sy du Fesc France WWW CliCKndecide com Headquarters Click amp DECiIDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here ON Click amp DECI DE Business Application Intelligence Manual fi Browse My Menu Reports Sub Reports Administrator Logout Click the demo multicriteria sub report Select any area for the first criteria Leave IGNORE for all values for the Salesman criteria 10 Leave IGNORE for the Date criteria the default values will be used later My Menu Reports Sub Reports Demo MultiCriteria Administrator Logout Area ATLANTIC PA Salesman Name IGNORE e Date Use key words or a calendar date IGNORE mali Output Format PDF HTML Share 11 Click the Share button 12 Copy the U
83. pport clickndecide com Tel 33 0 4 67 84 48 00 21 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Clichk amp D EL DE Business Application Intelligence Manual 2 3 Working with the Data Source Secured by Click amp DECiIDE Option When a data source is not secured by Click and DECIDE Administration Manager it is not authorized for one or several User Groups and then it is authorized to any client user located on a remote workstation and using a Click and DECIDE Connect Data Source connected to the Server where the Click and DECIDE Administration Manager is installed The benefit is that only the Server machine needs a proprietary client module to be installed to connect the Data Source The remote workstation does not need this client module but can access the data source via the Server machine using the Click and DECIDE Connect Data Source When a data source is secured by the Click and DECIDE Administration Manager it can be assigned to each required User Group which allows the Administrator to control the tables each User Group can access The Administrator can only give access to a library or a list of specified tables and customize each User Group according to the data they can access Note for any connection via the Web Portal the data source must be secured by Click amp DECIDE Note for security
84. r click here Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiIDE 130 rue du Baptistou 34980 St G ly du Fesc France ON Clik amp DECI DE Business Application Intelligence Manual My Menu Reports Sales by Area Result Administrator Logout 8BO8 O 400 ee Gor _ Amount Report Demo Multi Criteria with 3 Break Levels Date al Code Salesman name al 14 Doug Castro 10012011 557 550 00 16052011 578 993 13 18052011 592671 15082011 5214 401 60 2072044 5126 054 00 140701 148 711 00 OO 56 930 25 DTTA A 522 75 300201 5123 008 5 3002044 136 210 50 DAANAN FIH 893 50 DAAI 135 580 50 22412011 5228 710 00 22412011 5252 546 75 ant 1 346 THH AZ 304 768 15 You can come back to the Sales by Area result by clicking the Result Tab or the Browser Back button You can come back to the Sales by Area report by clicking the Sales by Area Tab and select any other criteria or output format 7 6 4 Change Item IDs To change Item IDs please follow the steps below 1 Select the item whose ID you want to modify 2 Select Edit gt Special gt Change Item ID if you wish to modify the Id for this item The new ID number must be a number that is not already used by another item otherwise an error message will inform you that this number is already used Click and DECIDE Web Menu Error code 1 The 13 Id is in use by the element of type
85. r you automatically will only see the content of the Subdirectory corresponding to your Name User ID For example the current connected User is Didier Browse BAI Demonstration Shared Folder By User Didier Logout Modification Creation PT Central Result Last Quarter pdf 38 350 12 08 2013 16 36 32 12 08 2013 16 36 32 And here with the Same Destination Directory Shared Folder by User the Administrator User will see the content of the Administrator Subdirectory 58 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 e s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clickhk amp DECIDE Business Application Intelligence Manual fi Browse BAI Demonstration Shared Folder By User Administrator Logout Modification E ClicknDECIDE IBM iSeries Data Sheet pdf 271 997 48 2013 8 51 54 PM 8 12 2013 4 56 17 PM F Monthly Report 1308 33 070 8 12 2013 3 26 20 PM af 14 2013 4 55 03 PM al Technical Guide docx 1 761 8 12 2013 3 18 36 PM of 12 2013 3 16 47 PM Vest google chart xqc 1 161 38 12 2073 3 18 54 PM 12 2013 4 55 03 PM Note this lt USER gt also will be used by the File gt Open and the File gt Save As commands from the Create main command in the Web Portal used to manage the Google Charts Applications Refer to the
86. rd Encrypted if exist User and User Group summary list of all Users with ID and Name for each User Group User Group and Data Source Access summary User Group Data South Path if defined Problems summary the same information given by the command File gt Check Database Security 8 5 Import Windows Users and Groups Click the command File gt Import Windows Users and Groups to import directly in Click amp DECIDE Administration Manager one or several Windows User Groups and Users You will get this window with all machines in the Domain Select a machine to display the sub levels Local Group and Global Groups 83 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Click amp DECI DE Business Application Intelligence Manual Re GIRE rer fl COMPTA e DIDIER PC lis EXER el FLAOO7 hi HYPER VM hE HYPERVM2 calli KESTA Ca MURE a pis NR 2008 Local Groups Global Groups H _ NR E NRDOC PERCU Select the required level then double click to display the sub level content B lirip a WBE si rig RTS Operators laa Performance Log Users Select the required sub level to display the sub level users Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 84 He
87. rest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual Just click the My Menu in the main bar to come back to the Menu List 7 6 Working with Advanced Menu Functions 7 6 1 Working with the Options Dialog Box When you select View gt Options the Options dialog box appears This dialog box allows you to define general options for the Menu program for the work directories for the following files e Click amp DECIDE Builder project files wfv e Click amp DECiIDE Dashboard project files wfd Note that this Dashboard does not concern Google Chart Dashboard but the old Dashboard Application called EBIS in old product versions e Click amp DECiIDE Menu files wmu Options Directories Click and DECIDE Builder Project Files Directory C Program Files x861 Click and DECIDE BAT Den web Browse Click and DECIDE Dashboard Project Files Directory C Program Files lt 660Click and DECIDE BAl Demawebi Click and DECIDE Web Menu Files Directory C Program Files x86 Click and D CIDE BAT Dero web Browse DK Cancel Cpl Help 7 6 2 Using the Show ID Command Select View gt Show ID to display the unique ID given to each Menu Item Each branch will automatically be attributed a menu ID Sel My Menu wmu Click and DECIDE Web Menu x Oe el A BRIS SRR eRe haa A G File Edit Inset View Help E root Id 0 cee Q
88. rs from a User Group cccccssscccccessccccesececceseccceescccceusececeuecceseeseceseugeceseeesccesseecetseeceetegaeeeeas 28 3 5 Adding a Menu to a User Groul cccssscscsesccssscccsssccessscceussencusseneusscecuseseusseseussencusseneuseseeuseseuesensussensusseneuss 29 3 6 Removing a Menu from a User Group 2 nimes nasniene iuonanies buahateavaneteseanenedsinncweasaiacasadnoses 30 3 7 Modifying a Parameter Value for a Model sssessssessenssssenesrersssreressrressrrressreresreressrereserressrereserressreresereesseeee 30 A Upaan ne DATA DAS AN N E E E E 31 SAVOIE with the Users AD a ene en ne ri nee eee ee 32 5 L Adding Users in the Users Tab ccccesccccssseccccseccccescceceusececeeecceseuseceeeeneceseueceeseusecetsuaecessueceeseesecetsuneceetens 32 5 2 Specifying Data Source Login TOF each USEF ui ascns sastheneitssssnetabnenesemsennesesepade three stecosseteeces 34 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 2 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiIDE 130 rue du Baptistou 34980 St G ly du Fesc France ly Click amp DEC DE Business Application Intelligence Manual 6 Using Group and User Group Prope rte vncccavascsascressinrevsansssadcseventossecssensibees
89. rties General Icon Static Cube Path Click and D CIDE CubeiCube 5 Products Salesmen and Customers Hiera Browse M Visible in browser Cancel rena Help 15 Select the Visible in browser check box if you want the static cube to be visible in the Web Portal Clear the check box if you want to hide the static cube in the Web Portal 16 Click OK 49 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual 7 4 8 Inserting a Click amp DECIDE Dashboard To insert a ClickK amp DECIDE Google Chart Dashboard please follow the steps below 1 2 3 4 5 6 Select the root branch Click the LA New Folder icon to insert a new folder Right click the new folder Select Rename and rename the folder with the name you want for example Dashboard Select the new folder in this example the Dashboard folder Click the a icon to add an URL root H 0 Queries H D Reports H E Cubes Ai Dashboard Go to the Web Portal and select in the BAl Demonstration menu the Dashboard branch then the Geo Chart Application sample Browse BAI Demonstration Dashboards d Acces to Click amp DECIDE SAAS Demonstration G
90. sabessneodsentesavabovbendeveanbevnnasevadesseeibestacbes 36 6 1 The first button allows TO create a new Property i ossccccsnsssauscatccsacnesendevcndcuedcccavsasesoneseaccedesinacbaanedaedoans 36 6 2 The second button allows to edit an existing Property ss 37 6 3 The third button x allows to remove partially or totally an existing Property 37 6 3 1 Remove partially a Property for a Group or User Group cccccceseccceeecccenececesesceuececeuecseeueseeeueeeeeneeeeeaes 38 6 3 2 Remove totally a Property for all Groups and User groups 38 63 Do OC WAKE any chant E ae dia en dues detente dec instaedidesinb aseasebceastuneediats 38 6 4 How a property is used inside a Click amp DECIDE Query sessssessessrrressrrrsrrrresrrressrrresrrressreresrrrrssrereserereseeee 38 7 Wo rking WITH the Menu Tab a E cc due onu ser nee nest cu ice heart 40 Ws Wy AV oot AE Me ero en ee ene oe eee oe 40 7 1 Removing an Existing MenU cccscccseccseccseccseccscccseccsectsecceetseetseetaeesesetseeseeeseueseesseusseessesscessseuscessceseceseeeass 40 7 2 creating a New MORE donne in db tabac one dan Di eee a tente ee node 40 23 Mode ait EXISUNE Me ee 40 7 4 Working with Click and DECIDE Web Menu esse enesssssenessssennss 41 222 1hSercne o NEw gl aes ene es ae 41 7 4 2 Inserting a Click amp DECiDE Dynamic Query cccccceseccccesecceceesececeesececceuececseesececsusecessunecesseneeeeseuesetsgneses 42 7 4 3 Inserting a ClickK amp DE
91. seccceenecccceeecceeeusececseecesseeeeeessusecetsuneceesees 82 6 3 CHECK Database SOCUNILY ica ccndeavacninadwsadurncwiioncanssavedauntanncadusalosesipt Doha rec ne ce essn bei dec e Davos does es tea mese nn enete eee De 82 D EXO E RODO Sn en Do in nd nt et eee EE EA 83 8 5 Import Windows Users and G OUDS rennes aansssmae seeds nne ren ttt st enr nette des ross torrent 83 8 6 Expand or Reduce all Levels with one click sise 86 4 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Clickhk amp DEL DE Business Application Intelligence Manual 1 Starting with Click amp DECiIDE Administration Manager 1 1 Using the Click amp DECiIDE Start Menu The Click amp DECIiDE Start menu displays the following modules To display the Start menu click Start gt All Programs gt Click and DECIDE Click and DECIDE EJ Administration Manager J Web Portal di Business Application Intelligence 7 Builder m Administration e Configuration Wizard d Documentation di Serres Tools Series Help Lie Series Host Program Installa a iSeries Interface Batch Setup Tools Dashboard be Model Ag Web Menu Administration Manager click Administration Manager to launch the Administration Manager The Administration M
92. ssword Checked by the Data Source Max number of simultaneous connection Data Sources S User Groups Users J Menu CAPS NUM 5CRL _ 2 1 Modifying an Existing Data Source To modify an existing data source please follow the steps below 1 Select the Data Sources tab 2 Right click the Data Source you want to modify For example the Data Source Local SQL Server 3 Select Properties or select File gt Properties to display the Settings dialog box 8 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here Click amp DEC DE Business Application Intelligence Manual Microsoft SQL Server Interface Settings Server Mame ASOLEXPRESS Support For decimal and numeric data type in write mode Alphanumeric Data on Server is stored with the 4NS character set TCPVIP Connection Specify the Server Name or Server Name instance Name for the SQL Server you want to access Select the appropriate check boxes Click OK Select the connection modes for an SQL data source if appropriate in the right pane a Oo p e How Should Chick and DECIDE Client Connect To SOL Server Wallon A SQL Server Suthentication Protile Using Windows Authentication Using User Client Prov
93. st a Reports a Sub Reports i SI Sales by Area i a Sales by Category Fj Cubes P Sales by Year and by Salesman Products Salesmen and Customers a Dashboard USA Geo Chart Aid Other ie gal Sales by Salesman i ClickADECIDE Web Site aj os Click DECIDE Builder eal ClickBDECIDE Builder on SQL Server My Shared Folder CAP NUM SCRL Go back to Administration Manager Select the Menu tab Add a new menu in the left Menus pane Change the name to the name you want in this example My Menu in the right pane ON o 0 Click browse to search for your menu in this example the menu saved as My Menu wmu a Click and DECIDE Administration Manager Mode Windows File Edit View Tools Help al 4 2B 9 Baus ai mie Menus Menus Menu Path BAI Demonstration S047 45ET DEMO DemowebiDemoweb ru Mame My Menu BAT Tools DATASET DEMOS I DemowWweblMy Menu wim LE Portal Statistics SDATASET_DEMO Demoweb web Server Statist Path T_DEMO DemoWeb My Menu wmu E dit DATASET DEMO Demowebits Menu wri CAPS NUM SCRL 8 Click the new menu you ve just created in the left Menus pane in this example the My Menu row to see the Menu Path 9 Modify the path with an environment variable in the Path text box in the right pane 10 Select the User Group tab Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 60 Headquarters Click amp DECIDE 130 rue du Bapt
94. stration Manager User Tab with a specific password No Identification login is required now but the user will be prompted to enter their client user login each time they connect to this data source later Data Source SQL Server Name Local SOL Server Properties How Should Click and DECIDE Client Connect To SOL Server Identification 8 Right click the data source 9 Note the following options available in the context menu Properties Test Connection Delete Test connection the connection will use the defined mode and only ask you to login if the Using User Client Provide Profile option was selected Delete removes this data source 10 Press F2 if you want to change the data source name 10 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DEC DE Business Application Intelligence Manual 11 Click File gt Update Security to update the Administration Manager configuration after each modification 2 2 Creating a New Data Source You can create a new data source in the Data Sources tab to do so please follow the steps below 1 Right click in the central pane of the Administration Manager 2 Click New Data Source or select File gt New gt Data Source The New Data Source dialog
95. t us E mail support clickndecide com Tel 33 0 4 67 84 48 00 19 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click DECIDE Business Application Intelligence Manual 2 2 7 Configuring the Click and DECIDE Connect Data Source This internal data source allows a user from any workstation to access any data source whose setup is defined in the Click and DECIDE Administration Manager The following example explains how to create an Oracle 10 data source using a Connect Data Source the client workstation does not have an Oracle proprietary client module and the Server has a proprietary client module 1 Select the TCP IP Connection 2 Specify the Click and DECIDE Connect Server Name or Address booty 3 Select the Database Interface tab 4 Click Browse to view the data source list from the Server 5 Select the corresponding Oracle data source Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 20 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DEC DE Business Application Intelligence Manual 4 Select Configuration to use Uracle 10 Progress S36 TCPIP Secured SOL Server SOL SERVER MODEL sqlserver SOLSE
96. tax for the Excel XLSX and Sheet name is as follows C Program Files Click and DECIDE BAI DemoWeb ModelExcel xlsx demo or PathName FileName xlsx SheetName Note when the end user runs this query later selecting Excel XLSX as the output format the data will be sent using a copy of the Excel XLSX template loaded in memory and using the specified Sheet Name Cell and write mode 7 7 4 Excel 2007 Pivot Table Excel 2007 Roambi This output format is specific for a Cube item and will apply to a Cube Tab This new feature since version 10 1 allows you to send data and presentation from a dynamic cube in the Web Portal to Excel 2007 or Excel 2010 or greater XLSX format Since version 12 this new feature allows you to send data from a dynamic cube in the Web Portal tp Excel 2007 Roambi format Excel 2007 Excel 2010 or greater XLSX format in a special format used by the Roambi Application running on Smartphones Since version 2013 the Cubes Data Tabs can also be exported to many other formats without the Chart Tabs That is why now all available formats appear in the Menu Builder 78 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ON ClickhR DECIDE Business Application Intelligence Manual Click and DECIDE Cube Ge
97. ts Sales by Area Result Administrator Logout Reports Sub Reports Demo MultiCriterla Result Administrator Logout Report Demo Multi Criteria with 3 Break Levels Area al Code Salesman name wal Date val ATLANTIC ATLANTIC 4 Diane Meyer BM LE M 367 7120 S566 456 47 Diane Meyer 2 792 881 15 12 Karen Walker Amaat biggi En ARE ei ATLANTIC F es on cad 0S ac 13 mt AT Copyright Gex amp DECIDE 2013 Note that the new report was generated in a new frame with a new Menu Bar so you can either click the Result Tab to see again the Sales by Area result or the Demo_Multicriteria Tab to come back to the called report To avoid to offer this second Menu Bar replace in the URL link Display aspx with Display ashx dvweb Menus Display ashx ma My Menu amp _ _mi 21 amp AREA PARAM AREA amp f PDF amp e 1 Display aspx will generate the item with a new Menu Bar Display ashx will generate the item without a new Menu Bar hidden The result will be as follow example with WEST area the first report will be as follow My Menu Reports Sales by Area Result amp Administrator Logout MP Click DECIDE And when clicking the WEST area the second report will appear without any new menu bar Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 71 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partne
98. ueries Id 1 cee Reports id H O Cubes Id 3 H O Dashboard Id 11 H O Other Id 143 H D Click amp DECIDE Builder Id 18 Each sub branch or final item is also attributed a specific menu ID Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 63 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ON Clik amp DECI DE Business Application Intelligence Manual Ca SRE a Queries Id 1 oi Reports Id 2 LA Sub Reports Id 4 il Sales by Area Id 6 ae Sales by Category Td 9 Fl ate Cubes Id 3 H O Dashboard Id 11 H O Other Id 14 z La CickBDECIDE Builder Id 18 A My Shared Folder Id 20 7 6 3 Building a Report URL for a Drill Down to Another Report If you want to jump from one report to another for example if you want to create drill downs in your reports then you will need to use URLs The IDs we saw in the above section are used in the URL that you create for drill down links In this example we are going to create a URL to enable use to jump from the Sales by Area report Id 9 in the above menu to another report located in the Sub Reports branch Exercise 1 1 Add the Demo Multicriteria report into the Sub Reports branch 2 Note the following menu with the Menu Id 21 appear for this report ro
99. uery properties property sheet 11 Click the Browse button 12 Select the Customer file_pge1 xml file located in the C Program Files Click and DECiDE BAIl web publication Click and DECiIDE Query directory Click and DECIDE static Query properties General Icon Static Query Path Click and DECIDE Query Customer file pged xml M Visible in browser OK Cancel remy Help 13 Select the Visible in browser check box if you want the static query to be visible in the Web Portal Clear the check box if you want to hide the static query in the Web Portal 14 Click OK 46 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly ClickhR DECIDE Business Application Intelligence Manual w Untitled Click and DECIDE Web Menu x e 22 a e File Edit Insert View Help root a C3 Queries ote I Invoices B a T H D Cubes 7 4 6 Inserting a Click amp DECiDE Static Report To insert a static report please follow the steps below 1 Select the Reports folder root G a oF Cubes 3 Rename the default Static Report name with the name you want for example Sales by Category root i A Queries ia Reports hef Sub Reports ER Sales ae Ares 7 cop TER
100. un the tools managing the rights for the Batch Facility This is a specific feature for iSeries that must be prepared by the AS 400 Administrator 1 1 4 Using the Start Menu s Documentation Folder Products and Solution Data Sheets click Products and Solution Data Sheets to product and solution documents on the Click amp DECIDE web site Readme click Readme to open the Readme file and read about the new features in the current version Technical Documentation click Technical Documentation to open technical documents on the Click amp DECIDE web site 1 2 Launching the Administration Manager Professional or Enterprise Edition If you have installed the Professional or Enterprise Edition then if you click Administration Manager in the Click and DECIDE Start menu the Click and DECIDE Administration Manager module will be launched Click and DECIDE Administration Manager allows you to perform the following tasks e Add and configure each data source you need to access e Manage Users and User Groups e Manage the Security for each data source that must be accessible according to the User Group e Grant access to User Groups to predefined Web Menus To launch the Click amp DECIDE Administration Manager click Start gt All Programs gt Click and DECiIDE gt Administration Manager Note no login is required because by default the Windows Groups you belong to have been added to the Authorized Groups being able to run this program If

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