Data Access Studio Administrator`s Manual
Contents
1. ll Email providers 4 J Save gt lt Close oF New Provider Edit Copy X lt Delete Make Default Email provider definitions List all email providers for your enterprise that you want to make available for end users Email provider name Type eat Email 2 Imap Email Provider 4 27 2010 8 35 4M Exchange ReportsNow email Mail Add a new email provider Click New Provider See Define Email Provider Edit an existing email provider Highlight the provider name Click Edit Alternately double click the email provider name See Define Email Provider Copy an email provider Highlight the provider name Click Copy Delete an email provider Highlight the provider name Click Delete Make an email provider the default email Highlight the provider name Click Make Default provider To Save all email provider changes Click Save Cancel any changes and exit Click Close without selecting Save first 25 Data Access Studio Administrators Manual When you add or edit an email provider you specify key email information so that DAS can utilize the provider N Email Provider JS OK X Close E mail Provider Settings Complete the following settings to define an email provider Name My email V Enabled Provider Type Mail Outgoing mail address SMTP User Name Password HHH Port From Email Enable SSL SSL Mode Implicit SSL Port 597 CTI purpose Name Name of the email provider DAS end users will see the2. Click OK on the confirmation message box Click File Open My Custom Reports Type the name of the user to delete from in the Owner filter Click a Find Multi select the layouts for that user by clicking the rows in the grid and holding down the CTRL key or SHIFT key Click Delete Click OK on the confirmation message box ReportsNow Administrator s Guide Transfer Everyone s Work If you need to upgrade your external hardware or software 1 On you old system export all user work to a flat file 1 Sign in as DASADMIN 2 Click Admin DAS Instance 3 Click the Export button 4 On the Export DAS Instance file dialog click Save 2 On your new system import the flat file you created in step 1 1 Sign in as DASADMIN 2 Click Admin DAS Instance 3 Click the Import tab and click the Import button 4 On the Import DAS Instance file dialog select the dasi file and click Open If you want to overwrite the target with the contents of the dasi check the Overwrite target checkbox this is usually NOT recommended EnterpriseOne note The transfer will work regardless of the source and target E1 releases For example you can export objects from non unicode Xe to Unicode E8 12 Data Access Studio Administrators Manual Create and Manage Folders As of Version 5 2 You may create folders to organize user reports and layouts The list of folders is a central one which the DASADMIN controls No one else ca
3. If this setting is blank then DAS will first check the JDE date format for the user If this is blank DAS will use the date format for the client workstation as the default WARNING If you set this value to a valid date format you may possibly break pre existing queries that query for date in a different format Example date formats yyyy MM dd 2007 01 01 d M yy 1 1 07 Google DateTimeFormatinfo for more date formatting options Limits how big the query for a drill down can be Lower this number if users experience a delay when using the Drill Down features from one grid to another Data Access Studio Administrators Manual Generate Search If your developments create custom JDE tables you may want to re generate the search so that users can search for the new tables Search generation takes approximately 5 minutes 1 Signin as DASADMIN 2 Click Admin Generate Search When the search generation is done you should see the generating search text disappear You will then see the search window where you can type search terms ReportsNow Administrator s Guide View Audit Trail Information Data Access Studio DAS provides an Audit Trail that records all gueries in the DAS software The DASADMIN can then review and purge the audit trail as necessary Additional benefit to EnterpriseOne Although many databases support auditing database audit tools typically do not work well with EnterpriseOne This is because Enterprise
4. RAM 3 GHz processor or equivalent e 40 GB HDD e NET Framework v1 1 ReportsNow Administrator s Guide e DAS Security MSI e Internet Explorer recommended EnterpriseOne Full Client Windows XP Windows 7 or greater 2GB RAM 3 GHz processor or equivalent 80 GB HDD NET Framework v1 1 EnterpriseOne Full Package Install Web Server Windows Server 2000 or greater 1 processor 3 0 GHz per 40 clients 1 GB RAM per 40 clients 20 GB HDD TCP network For EnterpriseOne EnterpriseOne client install For World Client Access Version 10 or higher Data Access Studio client install NET Framework v1 1 IIS 5 0 only necessary if you run DAS in a WAN configuration Web Server Automator e Microsoft Excel 2010 2007 recommended Highest version of Excel for your organization e 1GB extra RAM Installation The ReportsNow web site contains all current installation instructions Data Access Studio Administrators Manual Web Server Data Access Studio provides a Web deployment option With the Web deployment a client machine only needs a browser and a connection to the Data Access Studio Web Server This mode of operation has the following benefits to an organization e Light clients Client machines do not reguire an EnterpriseOne Full Client Install nor World ODBC drivers e Edit and run reports User interface is far superior to HTML only Easy to administer Data Access Studio Web Server is the only place where yo
5. Ron Ge Ee ea eg Ee 20 Unicode E8 12 de ii oes Sie deere 14 NON unIcode X Enes ee ee ee ER R 14 Update DAS Web Server iese se ee ee Re ee 6 A EN De Ee sage 1 DASADMIN Ses Sa ee ree ee ee catan cial 1 Use DASUSERS EE ss se Outs ben i 20 Use Financial Quick Reports iss sees ee ee 18 USO Groups EE ER ese add 20 BEA BA RE NE EE liada 20 VAR AR EE EO a 7 10 25 Dell OE ER EE 7 User Can ACCESS EE ER EER GER ee GE BEER ER GER 20 22 Specify Which Environments 22 Specify Which Tables iese ed se de ee ee 20 User DE a Pe ee ee tad Es 7 16 User NAME ENE Ee ee ee tias 16 User Type Hi Er Re de see Ee ia 7 10 Usergroup ti ss Eie EE EA se a se Ee dee veeg 25 AO EE RE Oot EE OE EN EN 25 V View Audit Trail Information ee ee de 10 Viewing AE ER Ee ss ee da eN kis 10 20 Audit Details cic sees n idad 10 W WAN SERE basa 2 4 al EA AE ER EE AE 20 Cane ls RE EE n dol iaa AE Ee 20 WARNING ees ee see ee ee Ge Ee ee ee SE Ee ee ee 8 Web RE EE cid 4 6 Web Client oo ee cee ee ee nono ee ee ee atih 2 Web Server ike osse ee Ee de ee ed de 2 4 SM A OT ee 4 Web Server Administration ccccccccccococicicinicinass 6 WED Setup SE EE eg cda 6 AUN Gigs TE DR Ge Aad Tae 6 WINdOWS ea eda Ee idas dat Ge Es nee Te 6 Windows Server 2000 ee ee ee ee ee ee 2 WOLKE ee N ches idas dad td a 8 14 World EA EE ai DR es ales 8 Work With Security 7 16 20 22 24 25 WoW BAGO Sa tl dE 2 8 O Et geb A die ei
6. Select Admin Audit Trail You will see the following Audit Trail form below Data Access Studio Administrator s Manual Audit Trail Close O fina E Find a DK Delete Clear All Detail Format Outline FE 3588830839060114707 9a3479b6 Layout Activity Select data Environment DEMO900 User Type Full Datasource Mappings F9860 Object Librarian Local DAS Version 5 4 1 6 Tables F9860 Filters ORAM Elapsed time User sec DASADMIN Audit Trail Field Accessed Tables Activity User Elapsed time User Type Audit Record Size Audit ID Access Date Access Time Examples of querying audit records Information it provides List the tables that the activity is accessing Defines the type of activity 10 Counting records 20 Main Select 30 Loading data 40 Calculating data The JDE user that submitted the query from Data Access Studio The time in seconds that the activity took to complete All sub second activities will be rounded up to 1s when they finish If an activity does not finish its elapsed time will be O 0 Designer 1 Subscriber The size of the audit record Useful to determine when to purge the audit records The system generated audit ID for each distinct DAS activity The date when the audit activity occurred The time when the audit activity occurred When you click find you will see the most recent activity at the top of the grid The default
7. email provider as this name Provider Type Select either Mail SMTP Imap or Exchange POP3 is for incoming and should not be specified here Outgoing mail address For SMTP this is the domain name for the SMTP server For IMAP itis the URL For Exchange itis the Exchange server name User Name The user name to log into the mail account Password The password to log into the mail account Port For SMTP and IMAP the port for the email server From email The email address you want to use to show emails that are sent from DAS E g dasreport mydomain com Enable SSL Check the SSL checkbox SSL Mode and SSL Port to enable SSL When you are finished defining your email provider click OK to save the changes 26 ReportsNow Administrator s Guide Automator Scheduling Version 5 2 allows authorized users to schedule and email reports This feature is made possible by the DAS Web server process called the DAS Automator This section discusses how to setup the Automator so that your users can schedule reports Installation The DAS Scheduler DAS Automator Service runs on your DAS Web Server Therefore you must first have a DAS Web server up and running The DAS Automator service gets installed when you install the DAS Web Server The service appears in your Windows Services as DAS Automator Service IMPORTANT You must create a DASADMIN user to control the DAS Scheduler Once you create the DASADMIN user for the first tim
8. if you want to export the audit document to a third party tool for further analysis and reporting Reporting on audit information As with any DAS grid you can customize the grid as you need and save the grid as a layout for future use See Maintaining Layouts for more information Performance Considerations Turning on the audit trail does increase the amount of database and network traffic in your system Data Access Studio makes every effort to minimize this overhead as much as possible The users should not experience noticeable delays when the Audit Trail is on You may want to purge the Audit Trail records if you begin to notice significant delays Data Access Studio Administrators Manual Control All User Reports As DASADMIN you can to see and manage all reports in Data Access Studio This privilege lets you copy and delete reports for any user This can be useful if a user leaves the company or if a user changes his her JDE user name The following steps assume that you signed in as DASADMIN Copy a Private Report from one user to 1 another 2 Delete a Private Report for a user iP 12 Click File Open My Custom Reports Type the name of the user to copy from in the Owner filter Click Q Find Multi select the layouts for that user by clicking the rows in the grid and holding down the CTRL key or SHIFT key Click Copy from user to user In the resulting message box enter the destination user and click OK
9. layout for the audit groups the related activities together and sorts by the activity type This shows you what any DAS report or layout does by its activity components To Query for Information it provides Audit records in general A specific table 10 Enter filter values in the filter boxes Click Q Find In the Accessed Tables column type the table name with before and after the name For example if you wanted to see who accessed FO101 type FO101 Click Q Find ReportsNow Administrators Guide Auser Type the JDE user name in the User filter box Click Find Long running queries Enter 10 in the Activity Type and enter something like gt 60000 in the Elapsed time filter Click Q Find This will show queries that took longer than one minute to execute Purging audit records Only the DASADMIN user has the authority to purge Audit Trail records Purge select records 1 Highlight the audit record 2 Press Delete Purge all records Click Clear All Automatically purge old records Enable Auto Purge as described in Set Global Application Settings Viewing Audit Details By default the audit record shows an outline of the query This shows what tables were accessed what layout was run what filters and sorts were used This detailed information can be useful in identifying precisely what a user did on any given query You may also choose to display this information in XML format This format may be useful
10. layouts and reports of E1 users such as contractors who are no longer with your company Data Access Studio Administrators Manual Recommended System Requirements Because Data Access Studio bolts onto JDE Data Access Studio runs on any database or system that JDE runs on The following is the list of recommended technical requirements for the various deployment options Web Client Windows XP Windows 7 or greater 2GB RAM 3 GHz processor or equivalent 40 GB HDD NET Framework v1 1 DAS Security MSI Internet Explorer recommended EnterpriseOne Full Client e Windows XP Windows 7 or greater e 2GB RAM 3 GHz processor or equivalent e 40GBHDD e NET Framework v1 1 e EnterpriseOne Full Package Install Web Server e Windows Server 2003 2008 or greater e 1 processor 3 0 GHz per 20 clients e 2 GB RAM per 30 clients e 80GBHDD e TCP network e For EnterpriseOne EnterpriseOne client install e For JDE World Client Access Version 10 or higher e Data Access Studio client install e NET Framework v1 1 e IS 6 0 Web Server Automator e Microsoft Excel 2010 2007 recommended Highest version of Excel for your organization e 1 GB extra RAM Minimum System Requirements Because Data Access Studio bolts onto JDE Data Access Studio runs on any database or system that JDE runs on The following is the list of minimum technical requirements for the various deployment options Web Client e Windows XP Windows 7 or greater e 2GB
11. se E 13 P Performance Considerations ie ee eke ee ee 10 PermisSiONS iese se see oeni ee Re RR ER EE ee ee 7 18 Pre defined Table Selection VieW eek ee ee 25 SE aa 25 PieferenCces See ee de Bees des sie edge ge 8 Press Delete ie ee ee AA ee ee 10 ProdUCt ss RE Si Seg ig de ED dd eg 20 lees TA EE N ER N 20 Product Gode i e stegie ede eg seg ees ee Pg 20 ProvidesS ee ee do Se ENR a 10 16 application level security ee de ee 16 Audit Trial sees ie es ei sae Eg ee EO Dee EA Gee ve 10 Published Reports sees se ee RR ee GR Re ee 18 Q SNR N EE a EA deia 10 QUICK RE POMS RE RE EE ET EEN 18 R BR ME ER RE ES 4 BE EA IE EE AE 10 Enable EnterpriseOne Auditing 10 REPOISS ESE tate EE EE bes nade 1 13 SR EE EE 1 ReportsNOW ee se ee se ee Ee ee ee Ee Ee Re ee ee ee 6 BERE e EE i 4 EnterpriseOne Full Client Instal 4 Revoke Ability ee se ee ee ee ee ee Ge Re ee ee 18 Revoke Application Permissions iese ee 18 ROG EE iii ia ds Bene 20 ate N ance ener 25 Run DASUpdate ex iese ee ed AA ee Re ee 6 Run Setup exe ie de RA Ge AA ee ee 6 Run Task Manager see se ee ee ee AA ee ee 6 aan ee AR OE EE EE ie 6 DASWorker X ee se ee RR AR GR Re nns 6 S VO e De a EE 14 20 25 Scalaan eee Ge Ge se e ee GE aR 4 Search TyPe eecceeeccceescecescceeeeeeeeeaeeeeaaeseeeeeenseeees 24 SECON is se EG dt editor EA Ge 24 Soc E ss se Ee N
12. Data Access Studio Administrator s Manual Table Of Contents ReportsNow Administrator s Guide ee se de se ER Ge AA Ge AA Ke AR Ge AA AG ee Ge AA Ge AA Ge AA Raie iadan ee ee 1 Create 4DASADMIN USer EE ie ES ERA DE shad ean ol aia Ge OE Dee GR Ve ee bee ee Ge Ee Ee 1 Recommended System Requirements iis ee ee AA Ge AR cnn 2 Minimum System Requirements ii se se AR Ak AA Ge AA Ke RA RA de ee ee AA Ge AA AA ee ee AA Ge AA ee ee 2 Installation A A A AA ee addin wba ek dida 3 WED SONET e EE EE ee ee ES A SA E A DAA ASA SA N a EE ed add 4 Web Server Administrationin senei li Ai A a atta 5 Assign Users to a License Type RE GEE Ee EE E i 6 Set Global Application settings ir SERE ial Se dd Pe eg GR eid ti bee iaa eo 7 Generate lie AE ad ER OE N OE AE OR eee 8 View Audit Trail Information esse ee Ge AR GR AA GRA AA Ge AA AR AA AA Ge AA AA Re ee GRA AA AA Re ee GRA Ak ee ee ee ee ee 9 Working with the Audit Traila esre aiie ne ne GR Re eaa ee Re ee Ge e paaa ee Re ee ee ke e ke ee ee ke ee ee en 9 Control All User Reports EE IE EE EE N N 12 Transier Everyone s WORK EE Ee ge ERG Ee iia 13 Create and Manage Folders ie de AA ee RR AA Ge AA Ge AA AR RR Ge AA Re Re Ak AA Ge AA Re AA RR AA de ee ge ee 14 BE deal RE ON EER EE OE AE RE EE NEE RE 15 Application PerM SON SA ER EE EO EE EE EE OR N 17 Table ES en se ss RE IE a EE OE AO EE EE 19 Environment du EE HE OR EE RE EE rad 21 Address Book Permissions ee se ee aa ee a
13. Ge go eo De n EI see Pe 24 AE dIE N ds EE OK 24 SEE MOE es N A a Mia 16 25 HR VIEW ss ER ees ie ee es ge ese se ee a N eg ee ee 25 Inherited EER as ele ec ape 16 See Data Access Studio Users Manual 25 See Maintaining Layouts iese se ee ek eea 10 Sel et Eb 22 24 DASUSERS si ies tesis Rad se ee kke ske ea den ek bed 22 24 Select sl ORE OE OE EE N 20 Select sl EE EE 7 10 16 Select Range TA 20 SO VICOS airada EAE adosadas 6 Set Global Application Settings ies se ee 8 oe CO EE ER 6 ed EE OE EE EE EN 1 Biel il ER EE EE OE 1 ore EE EE EN 18 Specify Which Environment iese sesse ee ese ee 22 User Can ACC Sii ti N 22 Specify Which Tables iese se GR Ee nne 20 User Gan ACCESS es eg dh tea ES ge Ed 20 ofte Re EE AE ER EE N 22 ISTE site Asada EE Mite tele aa Midonietes 22 EA N EE Que evetlade 6 Data Access Studio Service ii ee ee ee ee 6 O SE 6 Data Access Studio Service ii ee se ee ee ee 6 SUS CD rosada Se EE Ge Ee NR GE Ee Ge 7 System generated iese ee AA ee 10 T Table ODO Chi ee indicada is ee Ge Ee Ge 25 TMK Gi Bias Eg Re Ag De 25 Target Folder senao noraini ee Ee ee eae 6 OVER Me Ee ee ee E Rivas 6 TEPEL Maver ee ee A Ee ge 2 Transfer Everyone s Work During 14 JDE Upgrade iese sees se ee ee ed AA se ek Ke ee 14 TYPE sa Eg De ee eg og SE ee en ge az 10 13 24 JDE SA li E Ee Ge GR 10 U UnChNeckK Na DE ilar dels Pe ileus 7 8 18 20 Under Use Dis Ee
14. One maps many EnterpriseOne users to one database proxy user Once mapped to the proxy user the database audit utilities will not be able to determine which EnterpriseOne user was responsible for which guery The audit trail can be useful for the following Identify who submitted a query that needs to be terminated Simply query for the table names and sort by most recently used to see which EnterpriseOne users could have submitted the query in question Identify inefficient queries The Audit Log can show if a user is accessing the database inefficiently For instance if the user is filtering on non indexed columns or if the user is doing excessive table lookups as opposed to creating a business view to do the same thing Identify unauthorized access The Audit Log can show if a user is accessing a table that they should not be authorized to access Monitor DAS Performance The Audit log shows run times for the main select load and calculation operations This will help you identify poor running queries Monitor how DAS is utilized in your organization To enable the audit trial see Set Global Application Settings and refer to Enable EnterpriseOne Auditing Once Auditing is enabled DAS will record database access for all DAS users All records are stored in the FDASPROP table Access recording will continue indefinitely until you disable auditing Working with the Audit Trail To work with the Audit Trail 1 Sign in as DASADMIN 2
15. a Access Studio layouts from a flat file Create and modify private reports Open private reports Enable layout to issue a sort command to the database Do a find with count Delete lists Publish lists Open non JDE tables Open JDE tables and views Override default datasource when opening a JDE table Run reports published to user Publish reports to other users Delete published reports Copy a published report to private layout Overwrite the published report of another user Move a published report to a folder Use Financial Quick Reports Snapshot grid data Can Drilldown Single Can Do Multiple Row Burst Can Distribute Burst Result Can export DAS objects Can import DAS objects Can create and modify private reports Can open private reports Can enable sort at database Can do find with count Mapping Can Delete Mapping Can Publish Can use OLE DB Can open OneWorld tables and views Can open in any data source Can use published reports Can publish reports Published Reports Can delete Can copy to layout Can overwrite reports published by others Can move to folder Quick Reports Financials Can use Snapshot Data Access Studio Administrators Manual Embed Excel into layouts at design time Can Embed Excel Schedule reports Can Schedule 18 ReportsNow Administrator s Guide Table Permissions Click the Filter Tables and Views tab to restrict which tables a user or group can a
16. ai n a Re ee Ee GENE Ede ee 24 IDE der EE OE rad 25 JDE SY Misa neg Goede ees E Re Ee Oe see Des 1 JDEUPOradO accionada rca 14 Transfer Everyone s Work During 14 L kaune o PIO Ge 6 Web Setup ariero iia Ke Ge a ee ee 6 Launch Data Access Studio 1 Layouts Tei EE EE Ee 13 25 Bel ER EE N 13 Del te e tito EE OE EE EG cree 13 License Typa eeror se ee ee EAN ee AR Re ee Re ee 7 ASSIO US EE RE eta ented n ETAETA E 7 List Speeltyd RE ED De es 22 M Main Select se ee se Ge AR AA AG ee ee 10 Make iia da 25 Table Object sies EES ee see dee bees OE gees 25 Mask Address Book InformatiON esse esse 24 Mate EE EE MS EE EG ee DEEG EER 8 DAS Idle EE EE Ee ee creer 8 MICO SOIT mr es da ee Ee ee de Pe didas Se ee 8 Minimum System Requirement esse esse ee 2 Monitor DAS Performance see ese de se ee 10 N NET EE Ad De EE EE ge De 8 NET Framework V1 1 iese esse se se ee ee ee ee ee ee ee ee ee ee ee 2 Non unicode XC oo ee ee ee ee ee AA ee ee 14 Unicode E8 12 sees ee ee es se ee ee ee se ee ee ee Ee ee ee ee 14 0 Object VIEW ee ee AR AA ee AA Ge ee ee 25 E EE EE EA Oe OD EO 13 20 OLE DB EMS EO ae reac eres N ee 18 One WONG ec ss EE EE RE das 4 18 Ope RE EED EE EE Ee ere 13 14 18 25 32 JDE si A es Ge Se eg ales 18 Open JDE avion gee gees SE ee ee diets 18 Open non JDE i iese se ee ee AA Ge AA ee 18 OVErWILS ee ee ed Ge GE Me Ge Mila ee EA Ge SEE 14 OWN Ai AS a cada go ee oe ee EA
17. ccess To reduce redundancy Data Access Studio organizes table filter by the following hierarchy DASUSERS Group or Role User Use DASUSERS represents all users of the software Use this level to apply global security filters For example if you lock DASUSERS out of all tables then everyone is locked out of all tables by default Use Group World or Role E1 to apply security filters for a group of users Any security on this level can override DASUSER security Use User to apply security filters for a specific user Any security on this level can override DASUSER and Group security Example To illustrate how security is built up with the inheritance model we will examine the following setup e Lock out all users from all tables e Let Accounting Group have access to Product codes 00 through 05 e Let Paul have access to Product codes 05 through 09 Sign in as DASADMIN Click Admin Security Under User ID add a row for DASUSERS On the Filter Tables and Views tab enter OBNM in the Alias column Click the Filter Helper button in the Filter Criteria Column Select Blank R ON Work With Security J Save X Close X Delete 2 Help User ID User Class or G Permissions Filter Tables and Views Environment Security Address Book Security Object View El Enable Inherited 4 From Group Y2Alias Description Filter Criteria Inherited No oe S No This basically says that the only object t
18. curity option lets you make the Table Object selection more limited and friendlier for your users By default users will have access to all tables that you allow from JDE Security and Data Access Studio Table Security Using this security you can custom tailor the look and feel of the table list presentation Sign in as DASADMIN Click Admin Open EnterpriseOne Data or World Data Design a custom layout on this form You can filter columns hide columns add associated descriptions rollup fields names see Data Access Studio Users Manual Once you ve designed the layout you want for a particular user group click Admin Save Provide a descriptive name for your customized view Click Admin Work With Security Add a user group or select an existing user group Click on the Object View tab In the Layout column click the visual assist Select the layout you created in step 5 on gt 4 5 6 7 8 9 Work With Security J Save X Close X Delete User ID Alpha Name User Class or Group Environment Security Address Book Security Object View 4 Layout DASUSERS Eno z In this setup DEBBIE will see the HR View when she goes to select tables and views If the HR View is a simplified view over just the HR tables DEBBIE will find the tables she needs much more conveniently 23 Data Access Studio Administrators Manual Enforce Index Use This security lets you set index usage levels by table This hel
19. e you need to stop the DAS Automator Service and then start it again Additional Technical requirements 1 Because the DAS Automator can run reports unattended ReportsNow recommends that you add an extra 1 GB RAM for scheduler jobs 2 Install the latest version of Microsoft Excel on the DAS Web Server When the Automator runs it will present report outputs in Excel The DAS Web server must have Excel and the highest Excel version in your organization installed Licensing IMPORTANT Before you can use the Automator you must have a license to run it Contact ReportsNow support ReportsNow com for information to purchase an Automator license Once you purchase and receive your Automator license Apply your license as follows 1 Run DAS 2 Click Help Import license 3 Import the Automator dasl license file Once you import the Automator license you may continue to configure and enable the Automator to run on your system User Security IMPORTANT You must enable your users with the Can schedule permission before they can schedule jobs Task Maintenance As DASADMIN you can run Schedule Edit Schedule to view edit or stop all user tasks See the Scheduler topic in the User Manual for more information 27 Data Access Studio Administrators Manual Once you have setup the DAS Web server and imported your Automator license you can control the Automator as follows 1 Sign in as DASADMIN 2 Click Admin Automat
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21. e Re ee ee ee 20 BLS GR baii 4 Accounting Group ees ee ee AA ee Re Re ee 20 DASWorker ex ese se Re ee AA Ge Ak Ke ee ee 6 Accounts Payable iese ee ee AA ee Re ee ee 24 Data Access Studio 1 2 4 6 7 8 10 13 16 20 Activity TYDe sees ii ee ke ee ee ee ee 10 24 Add ee ah RR ee De OE GE eaves 25 Data Access Studio Service ie ee ee 6 WET gele OO N OE dt 25 ER EE ME easels 6 tol ER RE EE N 24 O 6 Address Book Security ees se ee RR 24 Data Access Studio Web Server iese se ee 4 Administrative TOols ccccceessceeeeeesneeeeeeeneeeeeens 6 Data Access Studio World ee ee 4 ae pd al el EE EE atrasa 1 A O KA aana ni aaeei 18 RE O 4 A EE EE N 13 16 20 ES ER EE OD tien 20 Pie A OR RE RE N 13 All16 Desi iaa ER AO EF 7 All Data Access Studi0 ee ee ee 16 BEER OR OR N ER ER ER N 7 Application level security es ee AR ee ee 16 Disable uu RE RR OR 8 Providing RA RR EA ros 16 Audit EER EE 8 Se EE RO EE EE EE EE 25 BE MR EE 6 Pre defined Table Selection View 25 Target Folder irrestrita 6 Ee GET EE EE EE ER 7 E License TYDE a aana aa da Ee SEER Ek ede 7 ER as 1 4 6 14 20 ale RR EE OE denne did 10 des EE EE HR ER 1 Audit Details aeieth etae ereen AEA EEA ESEE 10 IEE i TETN EEN 6 Ee EE ER EER T 10 MEEL EE EE OR EE burda later 6 Nie ale ME OE EE EG 10 E1 Client Package teisiin idinaan anran de ek ee ee 6 Audit LOQ oier ER EE ER DE 10 Employee Master esse sees es se ee ee ke e
22. e ee ee Re ee ee 24 Audit Record Size ie ee ee Ge AA ee ee 10 audi RE MR EE EO N 24 AUit MEER E N 8 10 Enable iia EE kinins 20 ll EE OE EE EE 8 Enable Auto Purge iese sees ese ee ee Re ee ee Re ee ee 10 POMO RE RE EE OE IE 10 Enable EnterpriseOne Auditing iss sees ees 10 Audit Trail Field se ee ee ee ee 10 EnterpriseOne Data iese ese ee de ee ke ee Re 25 AUTO Vie EE Ed 8 EnterpriseOne Full Client se ee ee ke 2 B EnterpriseOne Full Client Install esse ee 4 Benefit RE eevee 10 EnterpriseOne Full Package Install 2 EnterpriseOne eise dese esse ee ek de Ge Ak de ee ee 10 EnterpriseOne Notes iese ee ee ee ee ee ke 4 C EnterpriseOne World iese ee ed ee ee ee ke 1 Gat Delete ss EE N Ee SE RR Ee be es ae dee 18 aie ORE OE AE N OE 22 Gan Publica sae Ek Ke oe Besk sek ee rs 18 Environment SecuritY ees esse ees se ee ee GR Re na 22 oe EE lides 20 Export DUON EER EE SEE ER Dee eaa Ne cases 14 Case insensitiVe ee de Re ek AA Ge AA ee ee 8 Export DAS Instance file dialog 14 Case sensitivity ee se se AA AA AA nens 8 Export Data Access Studio eie ee ee ee 18 Check Enable EnterpriseOne Auditing 8 F Check Uncheck Case Sensitive iese ee ee 8 FDASPROP 4E ER Ne DE ERG De ER eg ER ee gees 10 Column SeCUFY ee ee Re AA AA ee 24 Filter Criteria COLUMN ee ee ek ke ee 20 Control All User Layouts ie
23. ee Ke AA Ee ee Ke Ee ee NE Re ee ee ee ee ee 22 Object Selection Controle AE N EE N OE N EN 23 Enforce Index dd EE ER N EE ete 24 an ME RE OE NEE RE AL N a N EE ON 25 Automator Schedulind serieren ER ces RE AE taa 27 Stalin EE EE EA De RE lloro dice do 27 RENEE N RE AE NE OE ER N EE 27 WSC le SOCUNLY soii BE co MG ee ee n EE ER Ee EE GE ER ER Ee Dee 27 EE AE le OE HE N N ER OM OE ER eds N ER HE 27 hede AO DE AI EE EI ER EE HE NE AE 31 ReportsNow Administrator s Guide The Data Access Studio Administrator typically has high technical knowledge of the JDE system network architecture database deployment etc The Administrator controls how all other users access and use Data Access Studio This guide discusses how to administer Setting up an administrator user Installation Web server User licenses Security Audit trail Transferring a user s work Upgrades Create a DASADMIN user To access the Data Access Studio as an Administrator 1 If you have not done so add a user named DASADMIN to JD Edwards EnterpriseOne World Make sure DASADMIN has basic user rights to log in to JDE and query tables Do not share the DASADMIN password with anyone 2 Launch Data Access Studio and sign in as DASADMIN If you licensed Data Access Studio by number of users then the DASADMIN user will not consume an extra license NOTE The DASADMIN user also has access to all layouts and reports You can use the DASADMIN account to manage
24. g refer to the following tasks to maintain its operation Update DAS Web Server with new version of Data Access Studio As ReportsNow enhances Data Access Studio you will need to update the Data Access Studio software itself To update the DAS Server with new Data Access Studio software 1 Schedule update off hours 2 Notify users of update 3 Atthe time of the update N gt oo AO PP From Windows click Start Control Panel Administrative Tools Services Stop the Data Access Studio Service and DAS Automator Service Once stopped users will not be able to log into DAS which is what you want for this stage Run Task Manager Stop any running DASWorker exe process Download newest DASUpdate exe from ReportsNow web site to a JDE client machine Run DASUpdate exe to completion This will update the install files in the Target Folder On the DAS Web Server map a drive to the Target Folder Run Setup exe from the Target Folder Once Setup exe completes it will automatically launch the Web Setup and start the Data Access Studio Service EnterpriseOne Only Update DAS Web Server with new E1 Client Package If you make custom table modifications you will need to update the E1 client package on the DAS Web server To update the E1 client package 1 Schedule update off hours 2 Notify users of update 3 Atthe time of the update 1 IST From Windows click Start Control Panel Administrative Tools Services S
25. hat all users can open by default is blank which doesn t exist Therefore nobody can open any object 5 Under User ID add a row for the Accounting Group You may or may not have this group on your system 6 On the Filter Tables and Views tab uncheck the box under Inherited Yes Click outside the checkbox to apply The result is that the Accounting Group will now override the default 7 On the same tab enter SY Product Code in the Alias column Click the Filter Helper button in the Filter Criteria Column Select Range In the resulting dialog box enter From 00 Through and excluding 05 Click OK Data Access Studio Administrators Manual Work With Security J Save gt lt Close X Delete 2 Help User ID User Class or Group Permissions Filter Tables and Views Environment Security Address Book Security Object View Enable Inherited 41From Group 2 Alias Description Filter Criteria DASUSERS f 7 ACCOUNTING GROUP Zlinherited No O No DASUSERS OBNM Object Name lt BLANK gt No sy Jama code boos Ela No Notice that the line we unchecked is the only line that has a checkbox in it under the Enable column Also notice that the form shows that this line comes from DASUSERS When the line is unchecked it is not enabled So in this case the OBNM lt BLANK gt line does not apply to the Accounting group The only filter that will be applied is Product Code between 00 and 05 excludi
26. iews Environment Security 4 Include Exclude Environment Example 2 Allow all users to sign into any environment except for PD812 and PY812 Sign in as DASADMIN Click Admin Work With Security Add a user row for DASUSERS or select the DASUSERS row if it is already present Click on the Environment Security tab In the Include Exclude column select Exclude In the Environment column enter PD812 Tab to the next row In the Include Exclude column select Exclude In the Environment column enter PY812 ONO BLOND gt Work With Security J Save gt Close X Delete Help User ID Alpha Name UserClass0 Permissions Filter Tables and Views Environment Security 4 Include Exclude Environment Exclude PD812 Exclude 21 Data Access Studio Administrators Manual Address Book Permissions Address Book Security lets you mask select fields for certain address book users The most common application for this type of security is to mask sensitive information such as Tax ld Address and Phone for Employees Address Book Security is a great option when you are not using JDE Row or Column Security to take care of this Address Book Security however is a more flexible way to secure sensitive information First the security masks out certain fields vs blocking the entire column or row Second the security works over multiple tables Third the Address Book Security implements default inheritance to save y
27. in the category tabs to the right Save your settings Click Save Exit without changing settings Click Close without clicking Save first Restore security settings from backup When you click Save DAS writes a backup of the current record If that succeeds then DAS commits the new changes to the security definition If you need to restore security settings from the last backup click Restore from backup Data Access Studio Administrators Manual 16 Application Permissions ReportsNow Administrators Guide Click the Permissions tab to grant and revoke action permissions for the selected user or group Wor wih secu PA User ID Alpha Name AB Common Chamberlain Carol M Y Save ES close 5 Save And Close PA Delete Help fa User Role mar d Accounting Make subscriber only aj Restore from backup Permissions Filter Tables and Views Environment Security Address Granted Permission a Y Can Drilldown Single Y Can Do Multiple Row Burst FP Can Distribute Burst Result JDAS Objects V Can export DAS objects Y Can import DAS objects Z JDE Tables m To Grant or Revoke Ability to Check grant or Uncheck revoke Allow user to drill from one report into another Allow user to burst multiple driver rows at one time Allow user to email and file copy burst results Export Data Access Studio layouts to a flat file Import Dat
28. n add delete or modify folders other than DASADMIN To manage folders 1 Sign in as DASADMIN 2 Select Admin Folders I Work with folders AE J Save gt lt Close EA Add Folder Delete Folder el Show Folder Id Language English v Description Work Orders Add a new folder Click Add Folder Alternately type in a new folder name in the blank cell at the bottom of the grid Delete a folder Select the folder s and click Delete All reports under this folder will be moved to Unassigned Rename a folder Click a folder and type in its new name Translate a folder name Change the drop down from English to another language DAS will show the English and the to be translated names side by side Enter the translation for folders Once you are done then DAS users will see the folders in their JDE language preference If you do not provide a translation DAS defaults the folder name to English 14 ReportsNow Administrators Guide User Security Data Access Studio extends the JD Edwards security model by providing application level security For maximum flexibility and minimum redundancy Data Access studio gives you three options for specifying a set of users in order of highest granularity to lowest 1 JD Edwards user name 2 JD Edwards group or role 3 All Data Access Studio users DASUSERS If your security definitions overlap for a given user the definition with the highest gra
29. n in any data source AB Common Fi Lists 7 Can Delete Can Publish a 3 Select one or more users on the left hand side use CTRL to multi select 4 Click Make subscriber only ReportsNow Administrators Guide Set Global Application Settings There are certain options that you can set for all Data Access Studio users To set these options 1 Sign in as DASADMIN 2 Click Admin Preferences for all users Match the DAS Grid filter to the case sensitivity of your database Record all user queries in the Audit Trail Set a global default date pattern Drilldown query limit Check Uncheck Case sensitive queries If your JDE database is case sensitive typical then leave this check box checked If your JDE database is case insensitive uncheck this box Check Enable EnterpriseOne Auditing note this option works for World also To instruct DAS to automatically delete old audit trail records click Auto Purge records older than and enter the number of days The Audit Trail adds very little overhead and can be turned on in production environments To disable the Audit Trail uncheck this box Enter a Microsoft NET date format string If a DAS user has a JDE date format then the JDE Date format will override this global setting Also if the DAS user designs a report with a custom date format this will override this global setting
30. ng the 05 8 Under User ID add a row for the Paul 9 On the Filter Tables and Views tab uncheck the box under Inherited Yes Click outside the checkbox to apply The result is that the Paul will now override the default 10 On the same tab enter SY Product Code in the Alias column Click the Filter Helper button in the Filter Criteria Column Select Range In the resulting dialog box enter From 00 Through 09 Click OK 11 If you want to Cancel all changes click Close before you click Save 12 Click Save to save the security settings 13 To delete a security setting for any user or group highlight the row for the user or group on the left hand side and click Delete 20 ReportsNow Administrators Guide Environment Permissions You can restrict which environments a user may access by either e Specifying a list of environments that the user can only access e Or specifying a list of prohibited environments This security appears on the Environment Security tab for a given user Example 1 Restrict all users to environment PD812 Sign in as DASADMIN Click Admin Security Add a user row for DASUSERS or select the DASUSERS row if it is already present Click on the Environment Security tab In the Include Exclude column select Include In the Environment column enter PD812 ole ONS Work With Security J Save X Close X Delete User ID Alpha Name UserClass0 Permissions Filter Tables and V
31. nularity wins For instance if you defined security to DASUSERS and to a specific User Name the permissions of the specific User Name win out because it is more granular than All users Some security settings will automatically inherit the security from a more general group of users that you defined In this case you will see an Inherited indicator For Inherited you will typically have the option to enable or disable it To setup application level security 1 Sign in as DASADMIN 2 Select Admin Work With Security User List Security setting for user a n AA aj Restore from backup EJ Work With Security gf p Y Save Closg Le Save And Close DE Delete D Help 4 Make subscribe E o Lal UseriD JAlphaName User Role Permissions Fiter Tables 3 d Views Environment Securty Address gt Granted Permission _ A AB Common Y Can Drilldown Single IV Can Do Multiple Row Burst ed Canl M A El Can Distribute Burst Result DAS Objects Y Can export DAS objects Y Can import DAS objects Add security for a user or group Click the empty box under the User ID column Select a user or role Click the security category tabs to the right to set security settings see below Delete security for a user or group Click on row on the left hand side Click Delete Modify security for a user or group Click on the row for the user or group Edit the settings
32. or i Automator Settings Foy Control Panel Run Settings Ay Stop automator Status Start time Tasks updated time Up time Executing task Next task Reports launched Errors Notifications sent The Automator has four main states Need license Automator did not find a valid license and therefore cannot execute requests Need DASADMIN login DASADMIN did not log in prior to Automator service running In this case stop 8 12 2010 3 32 38 PM and restart the DAS 8 12 2010 3 32 38 PM Automator Service on the DAS Web Server see Windows Services Automator stopped Automator is set to run but is currently stopped Automator running Automator is running and processing scheduled requests ETE CN Status Start time Tasks updated time Up time Executing task Next task Reports launched Errors Notifications 28 What state the Automator is currently in license login stopped or running When the Automator was started server time When any user last updated a task definition How long the Automator has been running Which task if any is currently executing Which task if any it will execute next If there is no task executing and there is a Next Task you may click the Run Next Now to run that task now Number of tasks executed Number of task execution errors Number of notifications sent to the Automator administrator typically the DASADMIN Report
33. ou time any new security record you add will automatically inherit the field masking from its group or DASUSERS whichever it finds first respectively Example For all users secure the Tax ID and Salary fields for employees 1 Signin as DASADMIN 2 Click Admin Security 3 Add a user row for DASUSERS or select the DASUSERS row if it is already present 4 Click on the Address Book Security tab 5 Inthe Address criteria field field group select AT1 search Type with the visual assist In the filter field type E 6 Inthe Data Items to mask group type TAX then Tab out Then type SAL and Tab out Work With Security J Save gt Close X Delete Help Alpha Name UserClasso Environment Security Address Book Security Object View 4 Field Value Z Address criteria field filter El Z Data items to mask With this setup when any Data Access Studio user signs in and queries any table with an address number e g Employee Master Employee History Accounts Payable then if the address number is an employee i e Search Type E Data Access Studio will blank out the TAX and SAL fields Using this approach you can add additional Data ltems to the Data ltems to mask E g addresses phone number email etc If you add a new user security record by default it will inherit the Address Book Security of its parent 22 ReportsNow Administrators Guide Object Selection Control This se
34. ps you control the possibility of a bad guery being submitted to a large table You will typically enforce index use at least on the Account Ledger Table FO911 Sign in as DASADMIN Click Admin Security Add a user row for DASUSERS or select the DASUSERS row if it is already present Click on the Index Use tab In the Table Name field enter the name of a JDE table e g FO911 In Required Index Use field enter a number that represents a percentage E g 20 means require any query against the table to use at least 20 of some index on that table r ZA Work win Security h WLA Y Save Close Save And Close Pas Delete Help a Make subscriber only y Restore from backup User ID Alpha Name User Role Environment Securty Address Book Securty Object View Index Use Je Inher 4 Enable Fro 2 Description Required Index Use Percentage Aa a AB Common INo Chamberlain Carol M Accounting 24 ReportsNow Administrators Guide Email Version 5 2 of Data Access Studio supports email of report outputs to recipients The DAS Email capability Supports SMTP Mail IMAP and Outlook Exchange In order to use email in DAS you must set up DAS to reference your email system Once set up end users simply enter normal email addresses in DAS to specify email recipients To set up your email provider s 1 Sign in as DASADMIN 2 Click Admin Email Providers
35. sNow Administrator s Guide In the Automator Settings form you may also configure run settings Click the Run Settings tab to configure E Automator Settings DAR Foy Control Panel Run Settings Save Limits 30 Max time report is allowed to run in minutes Admin Notification MV Errors V Each report completion Email chris ReportsNow com Email provider ReportsNow Limit the amount of time any report is Change the Limits value to the maximum report time execution given to run in minutes Send email notification on execution Check the Errors checkbox Specify a valid Email and Email error provider for the notification IMPORTANT Set up a valid email provider first Send email notification on task Check the Each report completion checkbox Specify a valid completion Email and Email provider for the notification Save your settings Click Save 29 Index A DAS Web Server iese ee ee ee ee ee ee ee ee Re Re Re Re ee ee 4 6 ACCESS inant EE EE ER T 20 DAS WOKE ESE GES RE RR A eg ee ed 4 Data Access Studio ee ee Re 1 DASADMIN ee ee ee da 1 10 13 14 25 ProduGt si EE Ga A Ee N 20 Dasi ille inicia did ee dots 14 ACCESS Dale eN Ge es ee Ee es eye 10 DASUpdate 6x Rees skede dee Res cwctizdcasvare asian 6 ACCESS TIME EE ER inia Ges N eg ee 10 DASUSER sk Es EER eects iese Regeer Rees 20 Accessed TableS ie se ee RA AG ee Re 10 DASUSERS ir eers iis es ee steke sd 16 20 22 24 ACCOUNTING ee niei G
36. se ee se ee 13 Filter Helper button eise esse sesse ee ee ee ee AA ee ee 20 Gontrol Panel ES ds UR AE SWERE se DE A da 6 Fior SA EE OE EE OE 20 eo EE EE EE 13 FiAanelals DERE na coke 18 Eve RE OE ER 13 ale EE EE OE 10 13 D Full EE DE room 7 DAS Instance tii 14 G DAS Security MSI riasain esiin ee a se AG ee ee 2 Google DateTimeFormatInfo iese see ee ee 8 DAS SEIVEl ii Eed ee De Ge GE oe be EE ee ke be 4 6 GAN EE GE ee REK RE Go GE 18 DAS Web RE SE io Ie SE ER GE Ee ER ete 6 ele de AE RE OE OR 7 20 Data Access Studio Administrators Manual H High technical knowledge ee see ee de ee 1 JDE SYSTEM AE a a 1 HR VIEW WEE EE EG es Oe Oo ee ee EE EE ED ees 25 n EE AR EE SA E 4 I ID 10 IS OO EE N mere caer creer ee rrr ee 2 aleen AR OR OE EN 14 Import DUO csi doin 14 Import DAS Instance file dialog 14 Import Data Access Studio ie se ee ee 18 Include Exclude sessies ee Ee EA Ee ee ee 22 A EE EE reer 16 20 hal AE RA N N 4 6 sie EE EE heavens 6 Web Server iis de de RA ek AA ee AA ee ee 4 Internet Explorer iss se ese ee ee ee ee ee ee ee ee ee ee ee 2 J JD Edwards ccccccccecessssseseseeeeeseeaeseseeeeeeeeas 1 16 JD Edwards security model ees ees se ee 16 JENS a 1 2 4 6 8 10 18 CO EE AL AA RE nos 8 GHEN sesi ER RA EE EE EN 18 Ee AR EE ER EE 10 JODE Date ana VEER OE IE De ee 8 JDE EntterpriseOne ees ee ee ek de ee ee ee 4 JDE ROW ia
37. top the Data Access Studio Service Once stopped users will not be able to log into DAS which is what you want for this stage Run Task Manager Stop any running DASWorker exe process Install the E1 Client package s Start the Data Access Studio Service Start the DAS Automator Service Data Access Studio Administrators Manual Assign Users to a License Type Data Access Studio supports two types of users Designer Designs and publishes reports Has access to all of the Data Access Studio functionality less any secured functionality In order to run Data Access Studio you must have at least one full user If you purchased Full users only no additional setup is reguired here Subscriber May only run published reports If you purchased Subscriber licenses you must designate which users are the Subscriber users see below Designate a User or Group as a Subscriber 1 Sign in as DASADMIN 2 Select Admin Security EA oc win Seer e A Y Save Close Save And Close PA Delete D Help a Make subscriber only al Restore from backup s User ID Alpha Name User Role Permissions Filter Tables and Views Environment Security Address 4 Granted Permission a Can Drilldown Single Y Can Do Multiple Row Burst Chamberlain Carol M Accounting Can Distribute Burst Result DAS Objects Y Can export DAS objects Y Can import DAS objects Z JDE Tables Y Can open OneWorld tables and views Can ope
38. u need to update software High performance Data transfer is far superior to HTML Load balanced Web mode distributes processor and memory load to client PCs Secure WAN mode supports all standard encryption modes including AES Scalable Add as many Data Access Studio Web Servers as you need Or increase server processor power or RAM to support more users see System Requirements Architecture Thin client 1 Contiguous HTTP Ports DAS Connection Manager DASWorker exe OneWorld Security Network A Web Thin client connects to the DAS Server through a browser Once connected the DAS Server service creates a DASWorker to host the client s requests The DAS Worker accesses JDE through EnterpriseOne OneWorld security or through Data Access Studio World security 4 The DAS Server and database pass through data to the Web client The majority of the processing power and memory is on the Web client ons The result is a scalable solution that compromises none of the rich user interface capabilities of DAS To install the Web Server please refer to the ReportsNow web site EnterpriseOne Notes For JDE EnterpriseOne you will need to install one or more E1 packages on the DAS Web Server Each pack your install for example PD PY etc will make that environment available to the user ReportsNow Administrator s Guide Web Server Administration Once you have the Web server installed and runnin
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