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Infor Business IntelligenceInstallation GuideRelease 11.0.0

Copyright © 2015 Infor

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Publication information

Release: Infor Business Intelligence Installation Guide 11.0.0

Publication Date: August 27, 2015

Contents

About this guide............................................................................................................11Contacting Infor.......................................................................................................................................11

Part I: Installing Infor BI................................................................................................13

Chapter 1: Introduction.............................................................................................15Before installing Infor BI.......................................................................................................................17Uninstalling MIS DecisionWare............................................................................................................17

Chapter 2: Infor Business Intelligence installation.................................................19Cross-version compatibility..................................................................................................................20Prerequisites........................................................................................................................................20

Federal Information Processing Standards (FIPS) Support.............................................................21Required IIS features........................................................................................................................21Antivirus disabled on IIS web application folder...............................................................................22

All-in-one setup....................................................................................................................................23Oracle issues.......................................................................................................................................24Minimum SQL Server permissions for Infor BI Repository..................................................................24

Chapter 3: Supported data providers.......................................................................27EXASolution support............................................................................................................................27Infor BI OLAP Server support..............................................................................................................27Infor CPM Applications support...........................................................................................................28Microsoft Analysis Services support....................................................................................................29

Configuring regular expression support for Microsoft Analysis Services.........................................29Infor DataLink support..........................................................................................................................29

Configuring DataLink connections in Designer................................................................................29Essbase support..................................................................................................................................30

Chapter 4: Infor BI Office Plus for Microsoft Office Excel.....................................31Office Plus limitations...........................................................................................................................32

Chapter 5: Infor BI Office Plus for Microsoft Office Word and Microsoft OfficePowerPoint.................................................................................................................33

Server configuration.............................................................................................................................33Modifying the Office Plus configuration file......................................................................................33Authentication...................................................................................................................................34

Infor Business Intelligence Installation Guide | 3

Contents

Office Plus Web Expert....................................................................................................................34Client configuration..............................................................................................................................35

Configuring Client Machines for Infor BI Office Plus for Microsoft Office Word and MicrosoftOffice PowerPoint.............................................................................................................................35Installing the Office Plus add-in........................................................................................................35

Chapter 6: Infor BI OLAP Server...............................................................................37

Chapter 7: Infor BI Application Studio.....................................................................39Scheduled tasks...................................................................................................................................39Enabling scheduling.............................................................................................................................40Assigning permission...........................................................................................................................41Logging job details...............................................................................................................................41Self-service templates..........................................................................................................................42

Splitter lines......................................................................................................................................43Web extension samples.......................................................................................................................43

Chapter 8: Infor BI Application Studio WebServices..............................................45Configuration with Application Studio WebServices Expert.................................................................46Authentication......................................................................................................................................46Safari support.......................................................................................................................................47Infor BI Application Studio WebServices on 64-bit machines..............................................................48DirectLink.............................................................................................................................................50

Chapter 9: Infor Dashboards.....................................................................................53Accessing Motion Dashboards............................................................................................................53Dashboard comparison and limitations................................................................................................54

Comparison of functions...................................................................................................................54Known issues and limitations...........................................................................................................55

Dashboards Web Expert......................................................................................................................58Session time-out..................................................................................................................................58

Chapter 10: Infor BI Designer...................................................................................61

Chapter 11: Infor BI Analyzer....................................................................................63

Chapter 12: Infor BI Application Engine..................................................................65Integration with R.................................................................................................................................65

Embedding R....................................................................................................................................65Running R as a service....................................................................................................................66

Chapter 13: Infor BI Samples....................................................................................67

4 | Infor Business Intelligence Installation Guide

Contents

Installing Infor BI Samples...................................................................................................................69First steps with Best Practices Templates...........................................................................................69Connecting to Best Practices Templates with Application Studio........................................................70First steps with TUTOR........................................................................................................................70Removing the sample databases.........................................................................................................71

Removing the repository registrations..............................................................................................71

Chapter 14: Infor BI Repository Administration......................................................73Adding the Repository Registration Service as a configuration source...............................................74

Changing the credentials of the Repository Registration Service configuration source...................74Importing a registration from the Log On dialog box............................................................................75

Chapter 15: Infor Ming.le integration.......................................................................77BI Prerequisites....................................................................................................................................77Infor Ming.le prerequisites....................................................................................................................78Installing the Infor Ming.le BI Plug-in...................................................................................................78Configuring the Infor Ming.le BI Plug-in...............................................................................................79Configuring an Infor Ming.le site with BI Application content...............................................................79Configuring an Infor Ming.le site with Dashboards content..................................................................80Configuring Infor Ming.le and Dashboards to use IFS authentication..................................................82Dashboards in other portals.................................................................................................................82

Chapter 16: Infor BI DataLink Server installation...................................................85BI DataLink components......................................................................................................................85BI DataLink Server supported platforms and prerequisites.................................................................86Installing Infor BI DataLink Server.......................................................................................................87

Installing DataLink Server.................................................................................................................87Migrating Q&A 10.x settings (optional).............................................................................................88Installing BI DataLink Server DataLink.............................................................................................89Provisioning BI DataLink Server.......................................................................................................90

Troubleshooting BI DataLink Server....................................................................................................90Accessing Diagnostic Logs Where the DataLink Server Plugin Has Been Installed........................91Accessing the DataLink Server Diagnostic Log Remotely...............................................................91Other Diagnostic Logs......................................................................................................................91

Chapter 17: Infor BI Q&A installation.......................................................................93Infor BI Q&A prerequisites...................................................................................................................93Installing Infor BI Q&A..........................................................................................................................94

Chapter 18: Infor BI DataLink Studio.......................................................................95Installing DataLink Studio.....................................................................................................................95

Uninstalling DataLink Studio............................................................................................................95


Contents

Creating a Basic DataLink....................................................................................................................96

Part II: Migrating Infor BI..............................................................................................97

Chapter 1: General considerations..........................................................................99Uninstalling License Server.................................................................................................................99Updating the Database Schema........................................................................................................100Activating Database Interfaces..........................................................................................................101Limitations on mixing Repository schema versions...........................................................................102Updating Office Plus and OLAP.........................................................................................................102

Chapter 2: Infor BI OLAP Server.............................................................................103Migrating OLAP databases................................................................................................................103Reserved strings for element names.................................................................................................103Changed cube rule syntax.................................................................................................................104Logging to relational databases.........................................................................................................104

Chapter 3: Infor BI Application Studio...................................................................105Starting conversion from Log on dialog box.......................................................................................106Starting conversion from the Start menu...........................................................................................107Checking in all objects.......................................................................................................................107Using the Application Studio Repository Conversion Wizard............................................................107Migrating on Vision WebServices 5.x or later....................................................................................108Updating Application Studio web application.....................................................................................109

Chapter 4: Infor BI Office Plus for Microsoft Office Excel...................................111Local and Global Reports..................................................................................................................111

Report Catalog...............................................................................................................................111Report Types..................................................................................................................................112

Database Aliases...............................................................................................................................112Configuring a server-client environment............................................................................................112Performing server and client installation, and importing a registration..............................................113Creating a new repository..................................................................................................................114Creating a Report Catalog.................................................................................................................114Registering a repository.....................................................................................................................114Setting up permission management..................................................................................................115Connecting to a business database...................................................................................................115

Creating an alias.............................................................................................................................116Migration from MIS Alea Excel Integration.........................................................................................116

Logging on for the first time............................................................................................................116Alea views......................................................................................................................................117Public and Private Reports.............................................................................................................117


Contents

Using the Local Reports Folder......................................................................................................117Importing Alea views and Excel sheets into the Infor BI Repository..............................................118Formula Sheets..............................................................................................................................118COM API........................................................................................................................................118Removed features..........................................................................................................................118

Migration from MIS Plain 1.2..............................................................................................................119Importing MIS Plain 1.2 Views.......................................................................................................119Formula Reports.............................................................................................................................119Differences between Plain 1.2 and Infor BI Office Plus 10.1.n.......................................................120

Migration from MIS Plain 5 or Office Plus 10.0..................................................................................121Ad-Hoc Reports..............................................................................................................................121Formula Reports.............................................................................................................................121Repository Conversion...................................................................................................................122

Connection to Microsoft Analysis Services........................................................................................123Connecting to CPM databases..........................................................................................................124

Connecting to OLAP Server...........................................................................................................124

Chapter 5: Infor BI Designer...................................................................................127

Chapter 6: Infor BI Q&A...........................................................................................129Upgrading from Evolve 1.2................................................................................................................129FAQs..................................................................................................................................................129Data Send to SunSystems SSC........................................................................................................131

Chapter 7: Updating Authentication Systems.......................................................133

Chapter 8: Database Aliases on Infor CPM Applications RelationalDatasources..............................................................................................................135

Chapter 9: Database Aliases on Microsoft Analysis Services............................137

Part III: Silent Setup....................................................................................................139

Chapter 1: Setting up the products........................................................................141Calling the default setup.....................................................................................................................141Call with parameters..........................................................................................................................141Available parameters.........................................................................................................................141Infor BI OLAP Server setup................................................................................................................142Infor BI Office Plus for Microsoft Office Excel setup..........................................................................143Infor BI Designer setup......................................................................................................................144Infor BI Application Studio setup........................................................................................................144


Contents

Infor BI DataLink Server Silent Setup................................................................................................145Infor BI DataLink Server Setup.......................................................................................................145

Infor BI Q&A setup.............................................................................................................................147

Chapter 2: Setting up content.................................................................................151Calling the default setup.....................................................................................................................151ADDLOCAL........................................................................................................................................151Database............................................................................................................................................152OLAP alias.........................................................................................................................................152Relational alias...................................................................................................................................152Script execution..................................................................................................................................153WebServices......................................................................................................................................153Copy files...........................................................................................................................................154Alias Parameters_BPADecision.........................................................................................................154Decision Views Database..................................................................................................................154DW5_Demo Database.......................................................................................................................155Infor Federation Services...................................................................................................................155CELLTOSQLTABLE and CELLTOSQLCONNECTIONSTRING.......................................................156Example.............................................................................................................................................156

Appendix A: Manual installation of Infor BI Application Studio WebServices.....157Infor BI Application Studio WebServices environment..........................................................................157

Antivirus software...............................................................................................................................158Internet Explorer Enhanced Security Configuration...........................................................................158Additional Infor BI Application Studio WebServices configuration.....................................................158Connection to Infor BI OLAP Server..................................................................................................158Connection to Infor CPM Applications Relational..............................................................................160

Authentication........................................................................................................................................160Changed authentication method, Scheduled Tasks, and HTTPS......................................................161

Creating the ASWS user........................................................................................................................162Creating the ASWS_Group....................................................................................................................162Restarting IIS.........................................................................................................................................162Creating the web application.................................................................................................................163Enabling ASP.NET impersonation.........................................................................................................163DCOM configuration..............................................................................................................................164Defining Default.aspx.............................................................................................................................164Specifying an application pool...............................................................................................................165Assigning an application pool to Infor BI Application Studio WebServices...........................................165Using Basic authentication....................................................................................................................165Using Windows authentication..............................................................................................................166

Granting Repository access to Windows users.................................................................................166Supporting export features in IIS 7........................................................................................................167


Contents

Additional Infor BI Application Studio WebServices configuration.........................................................167Antivirus software...............................................................................................................................167Specifying the session time-out.........................................................................................................167Specifying the execution time-out......................................................................................................168Configuring the port number..............................................................................................................168Using multiple Application Studio webs.............................................................................................168Specifying HTTP compression...........................................................................................................169Configuring system resources...........................................................................................................169Change the ASP-Worker Process time-out.......................................................................................170

Appendix B: Tutorial: Client-server installation of Infor BI Application Studio....171Installing the server components...........................................................................................................171Installing the sample databases............................................................................................................171Configuring the database.......................................................................................................................172

Appendix C: Tutorial: Stand-alone installation of Infor BI Application Studio.....173

Appendix D: Specifying the database startup mode...............................................175

Appendix E: Default ports..........................................................................................177

Appendix F: Configuring SSL for DataLink Server..................................................179


Contents


Contents

About this guide

This guide has three parts. The first describes how to perform a new installation of Infor BusinessIntelligence (Infor BI). The second part describes how to migrate to Infor BI from an earlier version orproduct (for example MIS DecisionWare). It also describes how to migrate to Infor BI Office Plus forMicrosoft Office Excel from an earlier product such as MIS Plain or Excel Integration for MIS Alea, andhow to migrate Q&A or Evolve to Infor BI Q&A. The third part describes "Silent setup" in which thecomponents are installed without a user interface or any end-user intervention.

See the Infor CPM Installation Guide for information on installing Infor BI with the CPM Applications.

The setups must be run by users with administrator rights. Standard or power users can run theprograms.

See "Before installing Infor BI" on page 17prior to updating or installing the Infor BI software.

Use this guide as a reference at your site. This guide does not teach you about Infor BI practices. Thisguide shows you how to use the DVD Browser and administrative and user functions to completespecific setup and maintenance tasks.

Intended audienceThis guide is for the administrative users who are responsible for installing and configuring Infor BIsoftware.

Contacting InforIf you have questions about Infor products, go to the Infor Xtreme Support portal.

If we update this document after the product release, we will post the new version on this website. Werecommend that you check this website periodically for updated documentation.

If you have comments about Infor documentation, contact [email protected].


mailto:[email protected]

12 | About this guide

About this guide

Part IInstalling Infor BI

This section describes installing the Infor BI software.



Installing Infor BI

1Introduction

This Infor BI release includes these Infor products and components:

Infor BI Application Studio, Application Studio WebServicesApplication Studio is a reporting tool specialized for multidimensional data sources, such as Infor BIOLAP Server or Infor CPM Applications and Microsoft Analysis Services. Application Studio can alsoconnect to relational data sources. WebServices displays Application Studio reports on the web.See Application Studio Advanced Help installed with Application Studio.See Application Studio Tutorial in the Documentation folder of the installation media.

Infor BI Office Plus for Microsoft Office ExcelOffice Plus which is an Excel client offers an ad-hoc browser that enables users to navigate throughtheir model in an intuitive way. In Office Plus, users can design the OLAP model. Users can createand edit cubes, dimensions and subsets, or manage the permission on the model. Database registrationscan be stored through Database Aliases, enabling users thus to profit from a standardized reportingenvironment. Infor BI Office Plus offers users access to a repository where reports can be stored inan advanced folder structure. Reports can also be saved locally to the file system. Those reports arenot accessible by other users who connect to the same repository.Infor BI Office Plus is available in both 32-bit versions and a 64-bit version, with Limitations.See the Office Plus Tutorial in the Documentation folder of the installation media. The tutorial has twoparts. The first part (Sessions 1-5) describes how to create, edit and convert ad-hoc reports. Thesecond part (Sessions 6-8) describes how to create an example of a complex, dynamic, formula report,using MDX.

Infor BI Office Plus for Microsoft Office Word and Microsoft Office PowerPointOffice Plus integration is an add-in to Microsoft Office Word and Microsoft Office PowerPoint installedby individual users on their computer. The add-in can insert data blocks from an Application Studioreport into a Microsoft Word or Microsoft PowerPoint document.

Infor BI OLAP ServerInfor BI OLAP Server provides in-memory multidimensional business data for reporting, analysis, andplanning. The OLAP Server database is purely an 'in-memory' database. That is, at run time, all therequired data is kept in memory. This contributes to the excellent performance of the OLAP Server.See the Infor BI OLAP Administration Guide.


Infor BI DesignerDesigner can connect to various data sources through multiple interfaces. Use Designer to designmultidimensional OLAP Server databases. Designer stores the model description in a relationaldatabase, Microsoft SQL Server or Oracle, and automatically creates the multidimensional OLAPServer databases from that description.

You can also use DataLinks, a meta-data layer technology, to build a staging database from which adata cube is created.

Infor Dashboards and Infor Motion DashboardsDashboards enable you to display multiple Application Studio reports and web content in widgets ina web browser, on an iPhone or iPad, or on an Android device. The widgets can be resized andrepositioned to create attractive dashboard layouts.

Infor BI RepositoryThe Repository is the User-, Security- and Report-Catalog management system for Application Studio,Office Plus, Designer and OLAP Server. Repository is part of each Application Studio, Office Plus,and Designer installation and can be administered with Infor BI Repository Administrator Console.

Infor BI Samples including BI Best Practices Templates and Tutor ModelsThe Best Practices model covers the whole process of developing an Infor BI application: Starting withraw data of a customer's sample database and then extracting and transforming data from that databaseto build a data model, using Infor BI Designer. It covers creating an Infor BI OLAP Server Serverdatabase with predefined dimensions and cubes for sales, cost and finance analysis and visualizingthe data with Infor BI Application Studio in reports for analysis, data entry and even a dashboard basedon that OLAP Server database.See also Infor BI Samples Guide in the Documentation folder.

Infor BI AnalyzerAnalyzer is a suite of analyses which enable you to expose relationships and trends in data. Theanalyses are connected by context. That is, within each analysis are options to navigate to otherswhich, as you do so, inherit the selections of the previous analysis. In this way you can explore yourdata, from a variety of starting points, without stopping to change or reselect parameters.See Infor BI Analyzer User Guide in the Documentation folder.

Infor BI ImportMasterImportMaster automatically extracts, consolidates, validates and imports data from different operationalsource systems into the multidimensional structures of an OLAP database.

Infor BI DeltaMinerDeltaMiner is a tool for analyzing complex business relationships. DeltaMiner offers multipletried-and-true analytic methods that automate the process of analyzing large data volumes.

Infor BI DataLink ServerThe DataLink Server product line puts complex ad-hoc querying and reporting into the hands ofnon-technical users. DataLink Server users can construct complex business intelligence visualizationsfrom their corporate data, using only their domain knowledge.


Introduction

Infor BI Q&AInfor BI Q&A is the link between DataLink Server and Microsoft Excel. It enables you to extract datafrom multiple tables in multiple systems.

Infor BI DataLink StudioDataLinks provide information for DataLink Server to access a data source. That access is structuredby the business logic that is familiar to users of the data source. Infor maintains and distributes anumber of DataLinks that provide structured access to data in Infor systems. You can create andmodify DataLinks in DataLink Studio.

Before installing Infor BIBefore you begin the installation:

• See the information chapters of the Infor BI release notes to ensure that you have correctly preparedfor the installation process: DVD_ROOT\Documentation.

• See the Infor BI Platform Support Guide to ensure that your target system is certified.• See the Infor BI Hardware Recommendations Guide to ensure that your targeted hardware matches

the requirements.

If updating an existing installation, see Part II of this document 'Migrating Infor BI '.

In Infor BI, the single setups support only computer installation, which means an installation for allusers. You cannot install for single users.

To install Infor BI products on a Windows system it is required that you log on to the system with localadministrator permissions.

Uninstalling MIS DecisionWareTo upgrade from MIS DecisionWare to Infor BI, you must uninstall MIS DecisionWare through ControlPanel > Add or Remove Programs.


Introduction


Introduction

2Infor Business Intelligence installation

There are three options for accessing the installation setups for Infor BI.

• If you have an installation DVD, it includes the DVD Browser, which offers guided setups. The DVDBrowser is displayed if the DVD drive is configured to Autorun.

• You can browse the DVD using a file explorer, and execute setups• You can download individual setup files for each application from the Infor Xtreme Support portal

at http://www.inforxtreme.com.

Before installing any Infor BI components, ensure that the prerequisites are installed.

See "Prerequisites" on page 20.

All installations prompt you to select the installation language. This is the initial language of the software.The default selection is the language of the operating system.

DVD BrowserThe DVD Browser provides a guided installation through structured menus of setups and supportinginformation.

You cannot use the DVD Browser to add or remove features from an existing installation. For theoptions Modify, Repair and Remove, use the individual setup files. The DVD Browser contains anoption to explore the DVD directly, through Windows Explorer.

File managerIf you browse the DVD with a file manager, or if you have downloaded a setup file from Infor Xtreme,you can access individual setups for each Infor BI component and theInfor BI All-in-one setup launcher.The All-in-one setup offers four installation types for some components: Standalone, Client, Server,and Complete to install Infor BI components with their most commonly used subfeatures. See "All-in-onesetup" on page 23. This is useful for testing or demonstration purposes.

Installation examplesTwo examples demonstrate two different installation scenarios and the two options for accessing thesetups.

See


http://www.inforxtreme.com

• "Tutorial: Client-server installation of Infor BI Application Studio" on page 171• "Tutorial: Stand-alone installation of Infor BI Application Studio" on page 173

Cross-version compatibilityTo help ensure compatibility and correct functioning, we recommend that all installed BI componentsare at the same service pack level.

Dashboards and Application StudioIf you want to create Infor Dashboards content connections to Application Studio WebServices, onlyversion 10.4.1 or later is supported.

DesignerThis product and all BI components with which they are used must be at the same service pack level.

DataLink ServerApplication Studio and Dashboards must be at the same service pack level in order to access theDataLink Server.You cannot use Q&A Evolve Server.

PrerequisitesThese prerequisites are not installed by any Infor BI product.

64bit and 32bitInfor BI

Enable this feature on all client and server machines used to installany Infor BI product.

Microsoft® .NET Framework 3.5SP 1

Microsoft® .NET Framework 4.5 :http://www.microsoft.com/en-us/download/details.aspx?id=30653

Microsoft® .NET Framework 4.5

Download and install on all client and server machines used to installany Infor BI product.

Before you install Office Plus for Microsoft Office Word and MicrosoftOffice PowerPoint, download and install Microsoft Visual Studio2010 Tools for Office Runtime on each client machine.

Visual Studio 2010 Tools for Of-fice (VSTO)

The presence of VBA, a shared Microsoft component referencedby Microsoft Office Excel, is required for Infor BI Office Plus for Mi-crosoft Office Excel.

Visual Basic for Applications(VBA)

Caution: Installation or removal of Microsoft products, in-cluding Microsoft Office, Microsoft Project and Microsoft


Infor Business Intelligence installation

http://www.microsoft.com/en-us/download/details.aspx?id=30653

64bit and 32bitInfor BI

Visio, can disrupt the link between Microsoft Office Exceland VBA. If so, Office Plus will install but will not run. RepairMicrosoft Office Excel and ensure that VBA is selected.

Federal Information Processing Standards (FIPS) SupportInfor BI does not support Federal Information Processing Standards (FIPS). Installation on a systemthat has the System Cryptography: Use FIPS compliant algorithms for encryption, hashing, andsigning option enabled in Microsoft Windows is not supported. This option must be disabled eitherthrough the Windows Registry or the Local Security Policy. To disable the option through the registry,ensure that this key has a value of 0:

HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control\Lsa\FIPSAlgorithmPolicy\Enabled

To disable the option through the Local Security Policy:

1 Select Local Security Policy in Administrative Tools.2 Expand Security Settings > Local Policies > Security Options.3 Right-click System Cryptography: Use FIPS compliant algorithms for encryption, hashing,

and signing and select Properties.4 Select Disabled.

Required IIS featuresApplication Studio WebServices and Dashboards run in Internet Information Services (IIS).

Several features or role services must be installed or enabled. Whether they are referred to as featuresor role services, and how they are enabled, depends on your operating system. For example, in WindowsServer, IIS is referred to as a Web Server (IIS) role.

Enable the role services in Server Manager. On Windows PCs, enable the features by selectingPrograms and Features > Turn Windows features on or off in Control Panel.

These are the required features/role services:

• Web Server\Common HTTP Features\Static Content• Web Server\Common HTTP Features\Default Document• Web Server\Common HTTP Features\Directory Browsing• Web Server\Common HTTP Features\HTTP Errors• Web Server\Application Development\ASP.NET• Web Server\Application Development\.NET Extensibility



• Web Server\Application Development\ISAPI Extensions• Web Server\Application Development\ISAPI Filters• Web Server\Health and Diagnostics\HTTP Logging• Web Server\Health and Diagnostics\Logging Tools• Web Server\Security\Basic Authentication• Web Server\Security\Windows Authentication• Web Server\Security\Request Filtering• Web Server\Performance\Static Content Compression• Web Server\Performance\Dynamic Content Compression• Web Server\Management Tools\IIS Management Console• Web Server\Management Tools\Management Service

You can install further roles without affecting Application Studio WebServices.

HTTP ActivationIf the Windows Server uses IIS 8.x:

• Enable the Windows Process Activation Service.• Enable and install the HTTP Activation under:.NET Framework 4.5 Features > WCF Activation

> HTTP Activation.

Antivirus disabled on IIS web application folderThis section applies to Application Studio WebServices and Dashboards.

Antivirus softwareIssues can occur in Dashboards and Application Studio WebServices if antivirus scanning is enabledon the IIS web application folder. That is, the physical path specified in the basic settings of the sitesin IIS.

The default path for Dashboards is:

Program Files (x86)\Infor\BI\Dashboards\web

The path for Application Studio WebServices is:

Program Files (x86)\Infor\BI\Application Studio\WebServices\.

We recommend that you disable antivirus scanning on these folders.



All-in-one setupThis table shows the available installation types in the all-in-one setup and their preselected components:

Preselected componentsInstallation type

Application Studio full client:Stand-aloneAn example of a stand-alone installation is: "Tuto-

• Application Studio Scheduler• Application Studio WebServicesrial: Stand-alone installa-

tion of Infor BI ApplicationStudio" on page 173.

Office Plus including Splasher functionalityOffice Plus for Microsoft Office Word and Microsoft Office PowerPointOLAP:

• OLAP Server (64-bit)• Client Core Components• OLAP Administration

DesignerDashboardsRepository:

• Repository Administration

Sample databases:

• Best Practices Templates• OLAP Tutor

Analyzer

Application Studio full clientClientOffice Plus including Splasher functionality.OLAP:

• Client Core Components

DesignerRepository:


Application StudioServer

• Application Studio Scheduler• Application Studio WebServices

Office Plus for Microsoft Office Word and Microsoft Office PowerPointOLAP

• OLAP Server (64-bit)• Client Core Components



Preselected componentsInstallation type• OLAP Administration

DesignerDashboardsRepository:


Sample databases:

• Best Practices Templates• OLAP Tutor

Analyzer

All components and subfeatures.Complete

Oracle issuesIf you install Infor BI Services on an Oracle database, you require an additional Oracle Data Providerfor .Net. Consult Oracle for the appropriate version for your client.

The driver must be installed on every system on which a service is installed.

Additionally Oracle supplies drivers for 32-bit and 64-bit operating systems. You must choose the 64bitdriver.

After the drivers are installed, a connection to an Oracle server must be configured. You can use anOracle tool such as Net Manager to configure a local Oracle Net Service name, or edit theTNSNAMES.ora.

See the Oracle Installation Instructions, Setup, and Notes.

Minimum SQL Server permissions for Infor BIRepositoryTo enable a user to connect to and work with Infor BI Repository

1 Map the user login to the dbo schema of the repository database2 Enable these roles on the dbo schema:

• db_datareader: To enable reading from the database• db_datawriter: To enable writing to the database



• db_ddladmin: Required when creating a new repository or enabling another db interface (storedprocedures generation)

• db_securityadmin: Required when creating a new repository or enabling another db interface(stored procedures generation)

Note: To enable a user to create new, or delete existing, repositories enable the dbcreator serverrole. This is not required for working with existing repositories. Other server roles are not required.



3Supported data providers

Infor BI can connect to a variety of data sources.

EXASolution supportApplication Studio and Office Plus support XMLA connections to Exasol EXASolution databases.

LimitationsIn both Application Studio and Office Plus, these features are not supported:

• No intrinsic context-sensitive member properties• The conditions 'contains' and 'does not contain' are not supported in filters of type 'String'• Filtering with wildcards and regular expressions is not supported• Writeback is not supported• Cell calculations in Office Plus ad-hoc reports are not supported• KPIs are not supported

Infor BI OLAP Server supportXMLASupport for Infor BI OLAP Server version 10.3.0 and above is provided through the XMLA provider andthrough a native connection. Support for both connections is installed automatically with ApplicationStudio and Office Plus.

The XMLA service is integrated into the OLAP Server installation. Connection to OLAP Server isprovided through a URL.


The XMLA connection method to connect to OLAP Server supports a certified connection using https.To ensure that the OLAP Server can be accessed by a client, a valid certificate must be available onthe machine. Setup creates a certificate for the target machine during installation called ”self-signed”certificate.

Note: The certificates, olap_root.pem and olap_server.pem, are saved to: C:\ProgramData\Infor\BI\OLAP\certificates. Direct access to this location is limited.

XMLA communication uses these ports:

port 8211 [default]httpsOLAP Communication Manager

port 8210 only with localhost (127.0.0.1) connectionhttp

port 8213 [default]httpsOLAP Database

port 8212 only with localhost (127.0.0.1) connectionhttp

The OLAP Server increases the port number for each OLAP database which starts.

Infor CPM Applications supportSupport for Infor CPM Applications Relational in Application Studio and Office Plus is provided throughthe XMLA Provider.


Supported data providers

Microsoft Analysis Services supportBoth Infor BI Application Studio and Infor BI Office Plus can connect to Analysis Services data sources.

Support for Analysis Services is not installed with Infor BI and must be installed manually. Go to www.microsoft.com to retrieve the correct version of the provider.

See "Configuring regular expression support for Microsoft Analysis Services" on page 29.

Configuring regular expression support for Microsoft AnalysisServicesMicrosoft Analysis Services does not support regular expressions, which are used in Application Studioand Office Plus list filter definitions. To be able to use regular expressions on a Microsoft AnalysisServices alias, add an Application Studio binary to the Analysis Services installation:

1 Copy the Mis.Reporting.ServerExtension.dll from the bin directory of an Application Studio installationto the Analysis Services machine.

2 Open Microsoft SQL Server Management Studio and connect to your Analysis Server.3 Right-click the Assemblies folder and select New Assembly.4 Select the Mis.Reporting.ServerExtension.dll in the File Name field.5 Specify MisOlapYukonExtension as the assembly name.6 Click OK.

Infor DataLink supportTo use Application Studio DataLink Integration and to use DataLinks, you must install Infor BI DataLinkServer.

See "Infor BI DataLink Server installation" on page 85.

DataLink support is no longer provided with Infor BI Office Plus.

Configuring DataLink connections in DesignerIf you want to connect to a DataLink enabled database, you must configure DataLink Server.

To configure DataLinks:

1 Copy your DataLinks to the related QueryService folder.2 Start Designer3 Select Connector > Properties and activate the DataLink connection interface.



http://www.microsoft.com

http://www.microsoft.com

4 Follow the configuration steps for Q&A Evolve within the Designer Connections page.

Essbase supportXMLA connections to Essbase data sources are supported, with some limitations:

Unsupported functionalityEssbase does not support this functionality:

• Writeback• Session members (calculated elements)• Filtering by regular expression or by wildcard

Fully qualified domain namesFunctions that depend on hierarchy unique name forming part of the element unique name are notsupported. Examples are CELLGET and CELL.GETC

Intrisic element propertiesEssbase supports only these intrinsic element properties:

• LEVEL_NUMBER• MEMBER_CAPTION• MEMBER_NAME• MEMBER_TYPE• MEMBER_UNIQUE_NAME• MEMBER_ALIAS• GEN_NUMBER

Lack of support for other intrinsic element properties, such as CHILDREN_CARDINALITY can adverselyaffect performance because additional MDX requests are required in order to get the properties.

Other propertiesThese properties are not supported, which adversely affects the performance of Office Plus OfficePlus ad-hoc reports:

• MDDISPINFO_DRILLED_DOWN• MDDISPINFO_SAME_PARENT_AS_PREV

DISPLAY_INFO returns only the number of children of an element.

Value data typesAll values are treated as numbers because Essbase does not specify value data types.

Unique name filteringFiltering by these criteria does not fail but may produce unexpected results:

• MEMBER_CAPTION• MEMBER_UNIQUE_NAME



4Infor BI Office Plus for Microsoft OfficeExcel

Infor BI Office Plus is integrated with Microsoft Office Excel and enables users to access, analyze andmanipulate business data. It supports various multidimensional databases.

To use Office Plus you need a repository and a data provider (for example Infor BI OLAP Server). Youconnect to a repository through a repository registration. The registration must be created on eachclient machine.

See "Creating a repository registration" on page 75.

Three Office Plus setup files are included. The All-in-One setup automatically selects the correct setup.If you install from the single setups, you must select the correct setup depending on your OS and theversion of Microsoft Office Excel.

Caution: If you use a 64-bit version of Microsoft Office, the 64-bit version of Office Plus isinstalled. The 64-bit version of Office Plus has limitations.See "Office Plus limitations" on page 32.

Due to compatibility issues between versions of Microsoft Office, we recommend that you use version2007 or later for all versions if you run Office Plus in a multi-client environment.

Note: During installation, Office Plus checks for the presence of VBA, a shared Microsoft componentreferenced by Microsoft Office Excel.

Caution: Installation or removal of Microsoft products, including Microsoft Office, MicrosoftProject and Microsoft Visio, can disrupt the link between Microsoft Office Excel and VBA. If so,Office Plus will install but will not run. Repair Microsoft Office Excel and ensure that VBA isselected.

These are the features and subfeatures which can be installed from the Office Plus setup:

OLAP SplasherThe Splasher is a feature of the Infor BI Modeling Integration. When writing to parent cells of a cube,splashing refers to the distribution of values to the underlying leaf cells, according to a variety of rules.Without the Splasher you can write back only to leaf cells themselves, from within Alea Ad-hoc reportsand from Alea Formula reports.


OLAP Excel IntegrationIs the database modeling component of Infor BI Office Plus that enables users to create and editcubes, dimensions, subsets, and to manage user permissions on them. It includes Alea ad-hoc reportsand Alea formulas.Installation adds the Office Plus bin folder and mds.xla folder as trusted locations in Microsoft Excel.

UNICODE support for Office PlusOffice Plus supports UNICODE so that you can use Chinese, Japanese, Cyrillic or other charactersin ad-hoc and formula reports. Due to a restriction in the Microsoft Excel API used by Office Plus, youcannot show languages from two code pages. For example, you cannot use French and Japanesecharacters in the same Office Plus client. Office Plus modeling for OLAP Server models is restrictedin the same way: you can model data of only one code-page at a time.To enable a language on an Office Plus client:

• Install the required character set.• Select Start > Programs > Microsoft Office Tools > Microsoft Office Language Settings.• Add the language to the Activated Languages field.• Select the language in the Standard Language for Microsoft Office field.• Open Settings > Regional Settings > Advanced.• Select the language as the Default Language for non-Unicode programs.

Office Plus limitationsIf you use a 64-bit version of Microsoft Office, the 64-bit version of Office Plus is installed. The 64-bitversion of Office Plus has these limitations.

• Office Plus OLAP Excel Integration is disabled.• UBMatrix is not available.

Microsoft Office Excel 2013 32-bit and 64-bitIf you use Microsoft Office Excel 2013, the performance of Office Plus can be reduced as comparedto former Microsoft Office Excel versions.


Infor BI Office Plus for Microsoft Office Excel

5Infor BI Office Plus for Microsoft OfficeWord and Microsoft Office PowerPoint

Office Plus integration is an add-in to Microsoft Office Word and Microsoft Office PowerPoint installedby individual users on their computer. The add-in can insert data blocks from an Application Studioreport into a Microsoft Word or Microsoft PowerPoint document.

The Office Plus configuration consists of:

• "Server configuration" on page 33• "Client configuration" on page 35

Server configurationUse Web Expert to perform the server configuration. The server configuration must be done once perweb application. See these topics for details about the server configuration:

• "Modifying the Office Plus configuration file" on page 33• "Authentication" on page 34• "Office Plus Web Expert" on page 34• "Configuring Office Plus with Office Plus Web Expert" on page 34.

Modifying the Office Plus configuration fileThe OfficePlus.config file defines the location of Application Studio. If you want to use Office Plusto insert Application Studio reports, you must update the AppStudioBaseUrl line to specify the nameand port number of the Application Studio WebServices server. The OfficePlus.config file is inthe ProgramData\Infor\BI\OfficePlus directory.

The syntax is:

AppStudioBaseUrl="http://ServerName:Port/WebServices"

For example:


AppStudioBaseUrl="https://usaa15.infor.com:91/WebServices"

Note: Ensure that you modify the actual AppStudioBaseUrl line and not the comment.

The OfficePlus.config file is not overwritten when reinstalling. On reinstallations, the updated fileis named OfficePlus.config.template.

AuthenticationThe authentication methods supported for Office Plus for Microsoft Office Word and Microsoft OfficePowerPoint Web creation are Basic and Windows.

IFS is not supported for Office Plus for Microsoft Office Word and Microsoft Office PowerPoint Web.

Office Plus Web ExpertInfor BI Office Plus for Microsoft Office Word and Microsoft Office PowerPoint are optional components.If used, they can be configured during the Infor BI installation or by using the Office Plus Web Expert.

The Office Plus Web Expert creates a web application in Internet Information Services (IIS) Manager.

Configuring Office Plus with Office Plus Web ExpertTo configure Office Plus in the Office Plus Web Expert:

1 Select Start > All Programs > Infor Business Intelligence > Tools > Office Plus Web Expert.2 Specify a name for the Office Plus web application and click Next.

The name forms part of the URL of the Office Plus Web application.

3 Specify the website where the Office Plus web application must be configured and click Next.4 Select the method by which users will be authenticated.

By default, Basic Authentication is selected. Users log on with their Basic user name and password.Basic authentication is also the default for Application Studio WebServices. Typically, you will usethe same authentication method for both applications.The other authentication option is Windows authentication.

5 Click Finish.The progress of the configuration is displayed.

6 Click Close when Completed setting up the Office Plus web application messageis displayed.


Infor BI Office Plus for Microsoft Office Word and Microsoft Office PowerPoint

Client configurationPerform the client configuration procedures on each client machine that you want to use the OfficePlus for Microsoft Office Word and Microsoft Office PowerPoint. The client configuration consists ofthese steps:

1 "Configuring Client Machines for Infor BI Office Plus for Microsoft Office Word and Microsoft OfficePowerPoint" on page 35

2 "Installing the Office Plus add-in" on page 35

Configuring Client Machines for Infor BI Office Plus for MicrosoftOffice Word and Microsoft Office PowerPointSoftware Prerequisites for client machines:

• A supported version of Microsoft Word or Microsoft PowerPoint.• Microsoft Visual Studio 2010 Tools for Office (VSTO).

See "Prerequisites" on page 20.

Installing the Office Plus add-inYou must send a link to all users who want to use Office Plus. The files for the client install are in theOfficePlus\ClientConfigOfficePlus\Publish directory of the BI server installation. There isan installation for Microsoft Office Word and for Microsoft Office PowerPoint.

To install the Office Plus add-in:

1 Open a browser window and specify the supplied link. For example:http://ServerName:Port/OfficePlus/ClientConfigOfficePlus/Publish/ OfficePlus.PowerPointAddIn.vsto

http://ServerName:Port/OfficePlus/ClientConfigOfficePlus/Publish/ OfficePlus.WordAddIn.vsto

2 Follow the on-screen instructions.



6Infor BI OLAP Server

For security reasons, we recommend that you have created a backdoor user with administrator rights.Windows authentication with User Management administrator rights in case the default administratoraccount is disabled, for example by failed log-on attempts. This can disable a default administratoraccount.

The SSL certificate generated by the OLAP Server setup expires after 5475 days (15 years). If necessaryyou can delete and update an old certificate.

These are the features and subfeatures that can be installed:

OLAP Server (64-bit)Enables you to run an OLAP server.OLAP Client Core ComponentsAre required to establish a native connection to an OLAP Server. This can be a local or network OLAPServer on the machine on which the core components are to be installed. If no OLAP Server serveris installed on the local machine, you must specify the host address of a machine on which an OLAPServer server is available.The OLAP Client Core Components also contain these sub-features:

• VBA that contains the OLAP Server VB API and the OLAP Server NET API, making Infor OLAPServer functionality available through Microsoft Visual Basic and .Net.

• Software Development Kit that contains APIs and code samples for working with the Repository.The samples address custom logging, the creation of single sign-on (SSO) providers, and queryingthe metadata stored in the Repository.

OLAP AdministrationOffers administration of local and remote OLAP databases.

Native OLAP ConnectionThe OLAP native driver is delivered with OLAP Client Core Components.



Infor BI OLAP Server

7Infor BI Application Studio

Infor BI Application Studio is a reporting solution for multidimensional and relational data sources. Itenables reporting on Infor BI OLAP Server and CPM Applications data sources and on non Infor datasources such as Microsoft Analysis Services.

To use Application Studio you must connect to a repository. You connect to a repository through arepository registration. The registration must be created on each client machine.

See "Importing a registration from the Log On dialog box" on page 75.

Features and subfeaturesThese are the features and subfeatures which can be installed from the Application Studio setup:

Application Studio SchedulerWith Application Studio Scheduler, you can export and send reports automatically. Application StudioScheduler replaces the Report Export Manager (REM).Report Books replace Folder Printing and can be scheduled for delivery. If you are migrating from aversion of Application Studio which included the REM, report books and schedules are automaticallygenerated from the REM configuration.

Application Studio WebServicesApplication Studio WebServices makes Application Studio reports that are hosted on a web serveraccessible to client computers through a web browser.No BI components are required to be installed on the client computers.

Scheduled tasksIndividual reports and report books can be scheduled to print or export at specified times. Reports canbe exported in a variety of formats and can be delivered to a file location or by email.

Prior to version 10.3, scheduled tasks were implemented through the Report Export Manager (REM).The REM has been removed but REM tasks can be imported during migration from an earlier versionof Application Studio.


For a user to schedule tasks, scheduling must be enabled and the appropriate report catalog permissionmust be granted to the user. The permissions relevant to task scheduling are:

• Create Schedule: The user can create scheduled tasks.• Administer Schedules. The user can administer the scheduled tasks of other users.

Note: To create and administer tasks, a user must have both permissions.

A 'My Scheduled Tasks' node is displayed in the Report Catalog of users with the Create Schedulepermission.

For users with Administer Schedules permission, My Scheduled Tasks and All Scheduled Tasks nodesare children of a Scheduled Tasks node.

Click My Scheduled Tasks or All Scheduled Tasks to see a list of tasks and their statuses.

Enabling schedulingTo schedule printing and export tasks:

• Scheduling must be enabled for each report catalog in which scheduled tasks will be created• The user must have permission to create scheduled tasks• The Infor BI Scheduling Service must be started.

To enable scheduling in the Repository:

1 Select Start > All Programs > Infor Business Intelligence > Repository Administration.2 Expand Infor BI Repository Administration.3 Expand General Settings.4 Click Scheduler Administration.5 Click the Connections tab.6 Click New Catalog.

The Select Catalog dialog is displayed.

7 Select the repository which contains the report catalog in which to enable scheduled tasks.8 Select the authentication system used to connect to the repository.9 Specify the user name and password to connect to the selected repository.10 Click Connect.11 Select the project and report catalog in which to enable scheduled tasks.12 Optionally, click the Task Log tab of the Select Catalog dialog and select Enable task log to enable

logging. Select the fields to include in the log and the maximum number of entries to log..Click Clear Task Log to remove all log entries.

13 Click the Email tab of the Select Catalog dialog and specify your mail settings.14 Click the Export tab of the Select Catalog dialog and specify the folder to which the output of Export

tasks will be exported.


Infor BI Application Studio

15 Click OK to save the new catalog.16 Click Enabled on the Connections tab to enable scheduling on the selected report catalog.17 If the Infor BI Scheduling Service is not started, click Start on the General tab to start the service.

You can also start the scheduling service in Windows Computer Management. There, if required,you can edit the properties of the service to specify that it starts automatically.

Assigning permissionTo assign Create Scheduled Task permission to a user:

1 Select Start > All Programs > Infor Business Intelligence > Repository Administration..2 Expand Infor BI Repository Administration.3 Expand Repository Registrations.4 Connect to the repository within which the user will create scheduled tasks.5 Expand the selected repository.6 Expand Projects.7 Expand Report Catalogs8 Select the report catalog in which the user will create scheduled tasks.

The Report Catalog Permission Management is displayed.

9 On the Users and Groups tab, select the user to whom to assign the permission.10 Click the Roles tab.11 Click the role to which to assign the permission.12 Click Assign Report Catalog Permissions.13 Add the Create Schedule permission to the role.

A Scheduled Tasks node is displayed in the Report Catalog in Application Studio.

Note: To allow the user to administer all users' scheduled tasks, assign the Administer Schedulespermission.

Logging job detailsOptionally, you can specify to log these details:

• Recipients• Directory• Content

To log details:



1 Select Start > All Programs > Infor Business Intelligence > Repository Administration.2 Expand Infor BI Repository Administration.3 Expand General Settings.4 Click Scheduler Administration.5 Click the Connections tab.6 Select the Report Catalog connection.7 Click Edit report catalog registration.

The Edit Report Catalog Registration dialog box is displayed.

8 Click the Task Log tab.9 Select Enable task log.10 Select the additional details to log.

Self-service templatesSelf-service templates enable Dashboards users to create reports online.

The Application Studio installation delivers the Self-Service templates in the form of content packages.The packages are for multidimensional and relational data sources: Self-Service.app_reports andSelf-Service_Relational.app_reports, respectively. For both use Self-Service.dashboards to importapplicable dashboards.

The templates are located in this folder:

Program Files (x86)\Infor\BI\Application Studio\Self-Service-Templates.

To import the self-service templates:

1 Go to Application Studio and right-click the root of the report catalog and then select Export/Import> Import Application Component.

2 Browse to the application component and click Open.3 If there is existing content, a message warns that any changes you have made to the existing content

since it was imported will be overwritten. Click Yes to continue.4 Click OK when prompted that the import was successful.5 Then go to Dashboards to create a content connection and to make the previously imported content

of the report catalog available.See "Creating a content connection" in the Dashboards online help.

6 Import the dashboards file Self-Service.dashboards and select the previously created contentconnection.See "Importing dashboards" in the Dashboards online help.



Splitter linesWe recommend that, to enhance the appearance of reports created from self-service templates, youselect False as the value of the Draw Fixed Splitter Line option of the report catalog.

To specify the Draw Fixed Splitter Line option:

1 Click Start > All Programs > Infor Business Intelligence > Repository Administration.2 Connect to the repository registration which contains the report catalog to amend.3 Browse to the Settings node of the report catalog.

Expand the repository registration and its Projects folder. Expand the project and its Report Catalogsfolder. Expand the report catalog and click Settings.

4 In the Settings of the Report Catalog dialog, expand the General node.5 Select False as the value of the Draw Fixed Splitter Line option.

Web extension samplesWeb extensions enable report designers to extend data visualizations, charts, and UI controls for theirApplication Studio-based user experience for the web.

The Application Studio installation delivers web extension samples in these ways:

• As a single report for each web extension, including the web extension (*.reports)• As a report package that includes reports for every web extension (*.reports)• As web extension files (*.webextension) without reports

The files are installed to this folder:

..\Program Files (x86)\Infor\BI\Application Studio\Web Extension Samples

You use Application Studio to import .report files. See the Application Studio online help for informationabout importing report files.

You use Repository Administration to import .webextension files. See the Repository Administrationhelp for information about importing web extensions.



8Infor BI Application Studio WebServices

The Application Studio WebServices feature creates an Application Studio web application whichenables users to access Application Studio reports through a web browser.

During installation the configuration wizard prompts you to configure the web application or to skipconfiguration. Skip configuration if:

• Application Studio WebServices is already configured on the machine and you do not want to installa further Application Studio web application

• You want to configure Application Studio WebServices later with the Application Studio WebServicesExpert

• If local security policies dictate that you must install Application Studio WebServices manually.

Note: When updating previous installations which have an existing WebServices application, werecommend that you skip configuration. Running the configuration wizard over an existing installationcan result in an invalid configuration.

If the existing Application Studio WebServices application was created with Application StudioWebServices Expert, a InforPmAswsPersistencyFile.txt file is created in the temp folder ofApplication Studio WebServices that prevents setup from uninstalling the temp folder. Therefore, it isnot necessary to create an additional text file manually.

Before you install Application Studio WebServices, by any of these methods, you should consider whatthe Application Studio WebServices environment will be. That is, how users will be authorized to connectto Application Studio WebServices, and which business data sources will be used.

See "Manual installation of Infor BI Application Studio WebServices" on page 157 for information onmanual installation.

During installation, you are prompted to restart Internet Information Services (IIS).

To install and configure Application Studio WebServices during installation of Application Studio:

1 Select the Application Studio WebServices feature and click Next.2 Select Create Application Studio web application and click Next.3 Click Install.4 When prompted, specify the name of the Application Studio WebServices application.

We recommend that you accept the default name: WebServices.


The name will form part of the URL of the application: for example http://myserver/WebServices. If the name already exists: for example from a previous installation, specify a differentname. You cannot overwrite an existing installation.

5 Click Next.6 Select the method by which Application Studio WebServices users will be authenticated.

In the repository, applications are configured to use a particular authentication method. For example,Application Studio can use Windows authentication, IFS authentication etc. When you installApplication Studio WebServices it is important that you choose a configuration for the web applicationwhich supports the authentication method selected in the repository. If Application Studio is runningin Infor Ming.le, we recommend that you use the same authentication for Application StudioWebServices as for Infor Ming.le.See "Authentication" on page 160 for a description of each authentication method.

7 Click Finish.8 When prompted, click Yes, to restart IIS.9 Click Close when the Configuration Progress screen displays Configuration completed

successfully.10 Click Finish.

Configuration with Application Studio WebServicesExpertIf you skipped configuration of Application Studio WebServices during installation, you can configureit with the Application Studio WebServices Expert:

1 Select All Programs > Infor Business Intelligence > Tools > Application Studio WebServicesExpert.

2 Click Create.3 Complete Steps 4 to 9 above.4 Click Close.

AuthenticationUsers can connect to Application Studio under a variety of authentication systems.

The authentication systems are:

Basic authenticationBasic authentication is the default. Users enter a user name and password.


Infor BI Application Studio WebServices

Windows authenticationWindows users are automatically authenticated through the Windows account with which they arelogged-on to the computer.

Where Windows credentials are passed from one server to another via an intermediary server, thiserror might be displayed:

Content Connection ErrorThe remote server returned an error:(401)Unauthorized.

This is due to the 'double-hop' issue which Microsoft defines as when the ASPX page tries to useresources that are located on a server that is different from the IIS server.

See http://support.microsoft.com/default.aspx?scid=kb;en-us;329986).

For example, you have an Infor BI Dashboards server on which content connections to variousrepositories are configured. When you enter the URL of the Dashboards server, your Windowscredentials are passed to the server and you can access the repositories on that server. But Windowswill not then pass your credentials to a further server, with the result that any remote repositories areinaccessible.

A workaround involves using the Kerberos authentication system and configuring the web server (forexample, the Dashboards server) as trusted for delegation.

Note: Windows Authentication requires WINS protocol to be enabled in the network. Ensure thatNETBIOS and WINS over TCP can be established in the domain. By default, the installation for WindowsServer 2012 do not have WINS enabled.

Infor Federation ServicesIf users navigate to Application Studio WebServices from another Infor application, they are logged onautomatically. Otherwise, they enter their Infor user name and password to log on to Application StudioWebServices.

See "Authentication" on page 160 for further details on authentication systems.

Safari supportWith some limitations, Application Studio WebServices supports the Safari browser on devices whichrun iOS 7 (iPad) and on OS X (Mac).

On iOS 7, the limitations are:

• Kerberos authentication is not supported• Cell notes and comments are not supported• The Web user interface is not available for the Scheduled Task Manager (Microsoft Silverlight-based

components are not supported by Safari).



http://support.microsoft.com/default.aspx?scid=kb;en-us;329986

On OS X, the limitations are:

• Safari does not support Kerberos authentication (Kerberos can be required, for example, whenconnecting to Analysis Services on a machine other than the Application Studio WebServices server)

• The Web user interface is not available for the Scheduled Task Manager (Microsoft Silverlight-basedcomponents are not supported by Safari).

Infor BI Application Studio WebServices on 64-bitmachines.Net 3.5 SP1To run Application Studio on 64-bit machines you must install .Net 3.5 SP1 for 64-bit machines.

To use Application Studio WebServices on a 64-bit machine you must configure the web applicationto use .Net 3.5 SP1 for 64-bit.

Oracle repositoriesThis section applies only if all of these criteria apply:

• You use Oracle repositories• The web server is 64-bit• Application Studio WebServices runs as a 64bit web application in IIS

Note: This excludes Microsoft Analysis Services, which is available only as 32-bit.

• Browse to the root directory (for example, Program Files (x(86)\Infor\BI\ApplicationStudio\WebServices) and open Web.Config in a text editor.

• Move the End of Comment indicator ( - ->) from the end of the block, as shown here:

< ! --The runtime\assemblyBinding node controls which Oracle driver is used by WebServices.In 32-bit systems the default Oracle driver (shipped with COS) is used.In 64-bit systems ASWS requires an Oracle 64-bit because IIS runs ASWS as 64-bit.Oracle's 64-bit driver is not part of Infor BI setup! it must be installed on 64-bit systems manually. Usage of this node:

(1) Only uncomment this node when WebServices is installed on



a 64-bit system and Oracle repositories are used. In this case Oracle 64-bit driver is installed on the ASWS computer.

(2) All other environments leave this node commented! <runtime>

<assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">

<dependentAssembly>

<assemblyIdentity name="Oracle.DataAccess" publicKeyToken="89b483f429c47342" culture="neutral" /> <bindingRedirect oldVersion="10.1.0.000-10.2.0.999" newVersion="2.102.3.2" />

</dependentAssembly>

</assemblyBinding>

</runtime>-- >

To the line before <runtime>, as shown in here:

< ! --The runtime\assemblyBinding node controls which Oracle driver is used by WebServices.In 32-bit systems the default Oracle driver (shiped with COS) is used.In 64-bit systems ASWS requires an Oracle 64-bit because IIS runs ASWS as 64-bit.Oracle's 64-bit driver is not part of Infor BI setup! it must be installed on 64-bit systems manually. Usage of this node:

(1) Only uncomment this node when WebServices is installed on a 64-bit system and Oracle repositories are used. In this case Oracle 64-bit driver is installed on the ASWS computer.

(2) All other environments leave this node commented! -- > <runtime>

<assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">



<dependentAssembly>

<assemblyIdentity name="Oracle.DataAccess" publicKeyToken="89b483f429c47342" culture="neutral" />

<publisherPolicy apply="no" />

<bindingRedirect oldVersion="10.1.0.000-10.2.0.999" newVersion="2.102.3.2" />

</dependentAssembly>

</assemblyBinding>

</runtime>

DirectLinkApplication Studio WebServices DirectLink is a method by which Application Studio reports can beembedded in the web pages of other applications, for example, the CPM Applications web portal. Adirect link is a URL to a report on the Application Studio web server. A direct link may have numerousparameters.

This diagram shows an example of a typical situation in which DirectLink is used:



9Infor Dashboards

Infor Dashboards and Infor Motion Dashboards offer BI reporting that can be used on a web or on amobile device, respectively. Both products access Application Studio WebServices report catalogs andenable you to create dashboards comprising multiple reports and Web content.

The Dashboards feature installs the Infor Dashboards server and Web application. The Infor DashboardsWeb server is the server for both Infor Dashboards and Infor Motion Dashboards - the mobile app. Youcan install Dashboards with the all-in-one setup or with the Dashboards single setup.

During installation, you specify a name for the Infor Dashboards Web application, which the DashboardsWeb Expert then creates on IIS.

The URL of the Web application gives you access to Infor Dashboards.

On the project level in the Repository is an additional element called Dashboard Catalog. This has tobe created for dashboard projects. There you set user permissions for accessing the dashboard webapplication. These permissions are also effective for Infor Motion Dashboards. See the Repositoryonline help.

Infor Dashboards and Infor Motion Dashboards share much of the same functionality, but there aredifferences. For example, administrative functions such as creating connections to report catalogs areundertaken in Infor Dashboards. See "Dashboard comparison and limitations" on page 54.

Each Dashboards session lasts for a period specified in Internet Information Services. Users are giventhe option to extend the session.

Accessing Motion DashboardsThis topic describes how to access Infor Motion Dashboards after installation.

To access Motion Dashboards:

1 Download Infor Motion Dashboards from the App Store or, for Android devices, from the Play Store.2 Run the app and choose whether to receive notifications.

Notifications include alerts, sounds and icon badges.

3 Tap Settings.4 Tap Server.


Ensure that your device has access to the server to which to connect, for example through a VPNconnection.

5 Specify the name and URL (using the fully qualified domain name) of the server to which to connect.ActionPlatform

Tap Add ServeriOS

Tap +Android

If you used the default web application name during installation, the URL is http://[servername]/dashboards.

Note: If the dashboard server uses SSL communication (https), you might need to install acertificate. If you have a certificate, tap it and select Open in Dashboards.

6 Save the server details:ActionPlatform

Tap DoneiOS

Tap Add ServerAndroid

7 In the Dashboard Servers list, select the added server.8 In the Settings dialog, tap Repository and select the repository to which to connect.

On an Android device, tap the back arrow to return to the sign in screen. On an iPad, press Doneto close the dialog.

9 Log on with the same user name and password that you use to log on to the web UI and tap SignIn.

10 Select the project to which to connect and tap Open.

Dashboard comparison and limitationsInfor BI Dashboards and Infor Motion Dashboards share many functions, but there are differences.There are some known issues and limitations which affect one or both products.

Comparison of functionsThis table compares the functions of Infor BI Dashboards and Infor Motion Dashboards:


Infor Dashboards

Infor Motion DashboardsInfor BIDashboards

Function

Android(Tablet and Phone)

iOS(iPad and iPhone)

NNNYYEdit dashboards and folders

NNNYY'Copy to' function

NNNYNCopy multiple

NNYYYCopy widgets

YYYYYChange password

YYYYYSet start screen

NNNNYChange language

YYYYYSend dashboard link

NNNYYChange order of dashboards indashboards browser

NNNY(permissionmanage-

ment)

YAdministration(permission management and con-tent connections)

YYYYNSave offline view and work offline

NNNYYAuto-refreshing dashboards

YYYYNSupport for client certificates

NNNNYExport and import dashboards

Known issues and limitationsContent connectionsIf you want to create Infor Dashboards content connections to Application Studio WebServices, onlyversion 10.4.1 or later is supported.

Note: If you use the Existing Connection option and you use the Basic authentication to accessDashboards, the source system of the content connection and Dashboard authentication must sharethe user management of the same repository.

Dashboard linksVery long contextual links are not supported with Microsoft Outlook 2010.


Infor Dashboards

If you use a Web-based e-mail client, press Ctrl + Send Email in the Create Dashboard Link dialogbox to open your mail client in a new window.If no standalone or Web-based e-mail client is installed or configured, Firefox prompts you to select amail application to launch. Internet Explorer displays a message that e-mail is not properly installed.In Chrome, clicking Ctrl + Send Email has no effect.

UI elements in report widgetsIf a UI element in a report, such as a drop-down list, is too big for the widget in which it is displayed,it is cut off by the widget border.

Windows authenticationIssues found in some versions of iOS may affect Windows authentication through NTLM and Kerberosin Motion Dashboards.

IFS authenticationTo support single sign-on (SSO) with IFS authentication on Application Studio within Dashboards,ensure that this configuration is set:

• Dashboards IIS application uses IFS authentication.• Application Studio WebServices IIS application uses Basic authentication.• Any content connection authentication in Dashboards that points to this configuration of Application

Studio WebServices uses Existing Connection.

Note: Even though the WebServices are configured for basic authentication, you cannot accessWebServices from Dashboards with a basic user and this configuration.

WebViews - NavigationInfor Dashboards offers limited navigation in WebViews.

WebViews - Unsupported pagesPages that cannot be framed are not supported.

WebViews - Java appletsJava applet content is not supported.

WebViews - FlashIf Internet Explorer or Firefox is used, Flash content is not supported

WebViews - ChromeIf Chrome is used, pages which use HTTP basic authentication are not supported. This is a featureof Chrome. See http://blog.chromium.org/2011/06/new-chromium-security-features-june.html .You can work around this issue by adding --allow-cross-origin-auth-prompt to Chrome'scommand line arguments.

Infor Motion Dashboards app for iPhone and iPod touchWhen you run the Infor Motion Dashboards app on an iPhone or iPod touch, you can view dashboardsand reports, and change user settings. But on these devices the app has these limitations, which donot apply when it is run on an iPad:

• Dashboards and folders cannot be created, saved, copied, edited, deleted, moved.• Dashboard and folder permissions cannot be administered.• WebView widgets can be used on existing dashboards but cannot be created.


Infor Dashboards

http://blog.chromium.org/2011/06/new-chromium-security-features-june.html

Other functions for dashboard viewing and sharing are available, for example, receiving and sendingdashboard links, sharing annotated screenshots, using the passcode lock, changing your passwordand user-specific start screen, and maintaining a list of personal favorites.

Infor Motion Dashboards app for AndroidWhen you run the app on an Android device, you can view dashboards and reports, and change usersettings. But there are these limitations:

• Dashboards and folders cannot be created, saved, copied, edited, deleted, or moved.• Dashboard and folder permissions cannot be administered.• Self-service can be used, but views cannot be saved.• WebView widgets can be used on existing dashboards but cannot be created.• Widgets cannot be copied.• Screenshots cannot be annotated.• Query & Analysis Query Editor is not supported.

These limitations do not apply to Infor Motion Dashboards on iPad.Other functions for dashboard viewing and sharing are available, for example, receiving and sendingdashboard links, sharing screenshots, using the passcode lock, changing your password anduser-specific start screen, and maintaining a list of personal favorites.

Infor Ming.le™

In order to set the correct document mode if Infor Ming.le is running on Microsoft Sharepoint 2013 orlater, always access Infor Ming.le through the InforSuite.aspx page, for example https://my.company.server/SitePages/InforSuite.aspx.If running in Infor Ming.le on Microsoft Sharepoint 2010, Dashboards is forced into IE 8 documentmode, which it does not support. As a result, reports do not load correctly. To work around this issue:

1 As an administrator, open the Infor Ming.le Property Bag Configuration tool (All Programs>Infor Ming.le>Infor Ming.le Property Bag Configuration).

2 Sign in using the SPFarm Account.3 Select the appropriate Web Application.4 Select the site collection in which to switch the IE document mode.5 Click New Property.6 Enter Infor_Core_IE9CompatibilityMode_Enabled in Property Name and enter true in the Value

field.7 Click Submit.


Infor Dashboards

Dashboards Web ExpertInfor Dashboards is an optional component. If used, it can be configured during installation of Infor BIor by using the Dashboards Web Expert. The Dashboards Web Expert creates a web application inInternet Information Services (IIS) Manager.

To run Dashboards Web Expert:

1 Select Start > All Programs > Infor Business Intelligence > Tools > Dashboards Web Expert.2 Specify a name for the Dashboards web application and click Next.

The name forms part of the URL of the Dashboards Web application.

3 Select the method by which users will be authenticated.By default, Basic Authentication is selected. Users log on with their Basic user name and password.Basic authentication is also the default for Application Studio WebServices. Typically, you will usethe same authentication method for both applications.The other authentication options are:

• Windows authentication• Infor Federation Services

4 Click Finish.The progress of the configuration is displayed.

5 Click Close when the configuration is completed successfully.

Session time-outBy default, a Dashboards session lasts 20 minutes but you can specify a different period. Five minutesbefore the end of the session, users are warned of the time at which it will end. If the session length isless than 10 minutes, the warning is displayed halfway through the session. At the warning message,users can choose to extend the session or to log off. If they do neither, the session ends automaticallyat the specified time and all unsaved changes are lost. If they extend the session, the session timer isreset.

To specify the session time-out:

1 Run Internet Information Services (IIS) Manager.2 Expand the list of sites and click the Dashboards web application.

Note: Dashboards is the default name of the Dashboards web application. The application can beinstalled under a different name.

3 Click the Features View tab.4 Double-click Session State.5 In the Time-out (in minutes) field, specify the session length.6 Click Apply.


Infor Dashboards

7 Restart the IIS site.


Infor Dashboards


Infor Dashboards

10Infor BI Designer

Designer is the bottom layer of the Infor BI platform. With Designer, you use a relational database (SQLServer or Oracle) to design and create multidimensional Infor BI OLAP Server databases.

See "Introduction" on page 15.

Note: Infor BI Repository Administration and the Infor BI OLAP Server core components are prerequisitesfor installing Designer.

After you have installed Designer you must create a registration to an existing Designer database.Ensure that the client machine is configured with the required database provider, SQL Server or Oracle.

Note: You must log on with a user who is the user management administrator and the repositoryadministrator. Only those OLAP Server permission managements are displayed whose users have theOLAP Server administrator permission. To avoid problems when connecting to and working with theDesigner repository database, we recommend that you map the log-on information for the SQL Serverdatabase that is used in the Designer repository connection string to the dbo user.



Infor BI Designer

11Infor BI Analyzer

Analyzer is a suite of analyses which enable you to expose relationships and trends in data.

The installation places an Application Studio content file in Program Files (x86)\Infor\BI\Analyzer which can be imported to any existing Application Studio repository. The file is namedAnalyzer.app_reports.

Use the Application Studio Import Application Component feature to import the Analyzer.app_reports:

1 Right-click the root of the report catalog and select Export/Import > Import Application Component.2 Browse to the application component and click Open.3 If there is existing content, a message warns that any changes you have made to the existing content

since it was imported will be overwritten. Click Yes to continue.4 Click OK when prompted that the import was successful.

The import adds a report called Analyzer Home, and a subfolder called Analyzer, to the Reports Folder.

In Application Studio content files are assigned a version number. Versioning prevents you from installingcontent which is older than the existing content. The version of the current content is displayed in theProperties pane of the Analyzer folder and of the Analyzer Home report.

To update the Analyzer content you must import a valid version of a new content file. This overwritesthe existing content.



Infor BI Analyzer

12Infor BI Application Engine

The Infor BI Application Engine and Application Engine Process Editor are installed with ApplicationStudio. In Application Studio, Application Engine Process Editor processes can be triggered throughan Application Engine process action.

See the Infor BI Application Engine User Guide.

Integration with RThe R Project (R), is an open-source environment for statistical calculations. Infor is not associatedwith the project in any way. You can find further information at http://www.r-project.org/.

You can embed programs written in R directly in a process by using the Application Engine ProcessEditor. Run the process by the Application Engine.

There are two ways of integrating R with the Application Engine. You can embed the R interpreterdirectly as a library or you can run a service that offers R functionality via a network interface.

Embedding RIf you embed R, complete these steps on each machine on which the Application Engine is running:

1 Install R from http://mirrors.softliste.de/cran/bin/windows/base/old/2.15.3/

Note: If you install R in a 64bit environment, ensure that you enable both 32bit and 64bit support.

2 Specify registry entries to tell the Application Engine where to find your installation of R. In HKEY_LOCAL_MACHINE\SOFTWARE\Infor\BI\Application Engine specify the paths to the Rinstallation directory and to the directory containing the R binaries.The registry entries and their typical values:

• R32INSTPATH=C:\Program Files\R\R-2.15.3

• R32BIN=C:\Program Files\R\R-2.15.3\bin\i386

• R64INSTPATH=C:\Program Files\R\R-2.15.3


http://www.r-project.org/

http://mirrors.softliste.de/cran/bin/windows/base/old/2.15.3/

• R64BIN=C:\Program Files\R\R-2.15.3\bin\x64

Note: Specify the two R64 or R32 values appropriate to your environment.

Running R as a serviceAfter you have installed R, you can use the R console to install the RServe server.

We recommend that you run the service outside the R environment.

To run R as a service:

1 Install R from http://mirrors.softliste.de/cran/bin/windows/base/old/2.15.3/

Note: If you install R in a 64bit environment, ensure that you enable both 32bit and 64bit support.

2 Start the R console and run this statement: install.packages("Rserve").3 Select the nearest download location.4 Test RServe by running these statements:

• library(Rserve)

• Rserve()

5 If necessary unblock the R service port in the Windows firewall.6 To run the service outside the R environment, copy the Rserve executables from your Documents

folder to the R installation's bin directory.The location of the executables is typically:

• 64bit: Users\username\Documents\R\win-library\2.15\Rserve\libs\x64• 32bit: Users\username\Documents\R\win-library\2.15\Rserve\libs\i386

The location of the bin directory is typically:

• 64bit: C:\Program Files\R\R-2.15.3\bin\x64• 32bit C:\Program Files\R\R-2.15.3\bin\i386

Note: Both executable files start a single Rserve instance. Rserve_d starts the instance in thebackground.

7 Configure Rserve by using Rserv.cfg in the current working directory.All configuration options are explained at: http://www.rforge.net/Rserve/doc.html

Note: You cannot use a single Rserve instance with more than one client. To run processes inparallel, launch a separate Rserve instance using a different port or IP address for each process.Two processes must not access the same Rserve instance.


Infor BI Application Engine

http://mirrors.softliste.de/cran/bin/windows/base/old/2.15.3/

http://www.rforge.net/Rserve/doc.html

13Infor BI Samples

Infor BI Samples is a collection of Samples consisting of the TUTOR OLAP training model in variouslanguages and Best Practices Templates.

To log on to the demo databases included with the setup, enter the user name Admin (no passwordrequired)

The Samples setup can install repositories for Infor BI Samples to remote servers. The OLAP modelscan only be installed locally. To install Infor BI Samples in a distributed environment (OLAP server andrepository server on separate machines), we recommend starting the Infor BI Samples setup from theOLAP Server machine.

The Infor BISamples setup cannot update existing samples. To install the latest version of the samples,first remove existing sample models.

See "Removing the sample databases" on page 71 .

Infor BI Samples update will fail on Oracle databases, during table space creation, if the user does nothave sysdba privileges. You need to add sysdba privileges to your System user or, alternatively, usethe Sys user during Samples Installation.

Features and subfeaturesThese are the features and subfeatures of the Samples setup:

• Best Practices TemplatesBest Practices Templates is a suite of template-based Application Studio reports for corporatefinancial planning and accounting. The reports are database-independent so can be run againstany suitable data model.Best Practices Templates installs three databases:

• Repository Database (Incl. Designer)This database (SQL or Oracle) serves as the Infor BI Repository, which holds Application Studioand Office Plus reports. The database is also the Designer database in which the data modelwas created.

• OLAP DatabaseThe OLAP database Best_Practices_Templates_OLAP sample data model focuses on theP/L, financial, and cash flow statements. The model also includes the Analysis cube, which hasbeen derived from the former sample OLAP model Genesis.


• Sample Source DBInstalls the database SampleCustomerData (Access), which provides sample customer data.Designer creates the OLAP model Best Practices Templates OLAP from this sample data.

• OLAP TutorThe Tutor OLAP Server model is used in training.

• OLAP Database (TUTOR_EN)OLAP Server model TUTOR_EN is the training model in English.

• Permission Management DatabaseThe TUTOR_RepositoryDB repository (SQL or ORACLE) provides the OLAP Permission Managementfor the TUTOR model. This feature is mandatory.The OLAP model TUTOR is also available in these languages:

• OLAP Tutor German Add-onOLAP Database (TUTOR_DE)

• OLAP Tutor French Add-onOLAP Database (TUTOR_FR)

• OLAP Tutor Spanish Add-onOLAP Database (TUTOR_ES)

• OLAP Tutor Czech Add-onOLAP Database (TUTOR_CS)

• OLAP Tutor Chinese Add-onOLAP Database (TUTOR_ZH)

• OLAP Tutor Japanese Add-onOLAP Database (TUTOR_JA)

• OLAP Tutor Event Agent Add-onOLAP Database (TUTOR_EA): On this English TUTOR model push rules are defined to teach theEvent Agent.

PrerequisitesTo use the Infor BI Samples, a running installation of these components is required:

• OLAP Server including Event Agent to run the included OLAP models• Designer

To modify the 'Best Practice Templates' OLAP model, install the Designer. The 'TUTOR' model wascreated with Import Master and cannot be edited with Designer.

• Infor BI Application StudioTo use the 'Best Practices Templates' Application Studio sample reports, or if you want to createreports on 'TUTOR' or 'Best Practices Templates', install Application Studio.

• Infor BI Office Plus


Infor BI Samples

To use the 'Best Practices Templates' Office Plus sample reports, or if you want to create ad-hocor formula reports on 'TUTOR' or 'Best Practices Templates', install Office Plus.

Note: Earlier versions of Best Practices Templates cannot be updated by the Infor BI Samples setup.

Installing Infor BI Samples1 Launch the setup.exe in the folder Sample_Setup.2 Select the installation language and click OK.3 Click Next.

The components that can be installed are displayed. To use Best Practices templates, ensure thatthe OLAP Database and Repository Database of Best Practices Templates are selected. If you wantto use a TUTOR model, make sure that you also select the Permission Management Database ofthe TUTOR model. Pick additional languages of the TUTOR model, if required.

4 Click Next.In the Database Server dialog box, enter the connection information for the machine where thesample repositories must be installed. The BI Samples setup can install the repository databasesto local and remote machines, on SQL Server and on Oracle.

Note: The BI Samples setup only supports one Oracle repository installation per installation. Youmust run the BI Samples setup twice, to install both, the Best Practices and the TUTOR repository,on Oracle. First install the Best Practices model including the repository database. Then install theTUTOR model including OLAP Permission Management.

5 Specify the connection information for the repository server and click Next.6 In the Repository - Database Alias dialog configuration enter the name of the machine on which the

OLAP models run. Typically, that is the name of the local machine.7 Finish the Setup Wizard.

First steps with Best Practices Templates1 Start Infor BI Repository Administration.2 Log on to the repository Best_Practices_Templates.

This verifies that the repository database is installed and registered correctly.

3 Go to Microsoft Services console and check that Infor BI OLAP Server service has started.After a fresh installation the OLAP Server service is configured to be started manually.

4 Check that the Best Practices Templates OLAP model has started in OLAP Administration byconnecting to Best Practices Templates OLAP model.


Infor BI Samples

5 If the Best Practices Templates OLAP model has started, start Application Studio and log on to therepository, Best Practices Templates, the project, Best Practices Templates, and the Report Catalog,Best Practices Templates Reports.

Connecting to Best Practices Templates withApplication StudioYour OLAP Server model Best Practices Templates must connect automatically during log on toApplication Studio.

See "First steps with Best Practices Templates" on page 69 if your OLAP model cannot be connectedautomatically.

To connect to Best Practices Templates with Application Studio:

1 Start the Application Studio.2 Specify Admin as the user name in the Log On dialog box. Leave the Password field blank.

If, during previous connections in Application Studio, the user name and password were saved, theLog On dialog box is not displayed.To display the Log On dialog box, select File > Log Off. Then select File > Log On with Options.

3 Select the Best Practices Templates repository and the Best Practices Templates project.The Report Catalog field is filled automatically.

4 Click OK.You are connected to the Best Practices Templates report catalog and the Cockpit report is displayed.During log on, the connection to the Best_Practices_Templates_OLAP database is establishedautomatically. If that connection fails, the Cockpit report opens, but displays no values.

First steps with TUTOR1 Start Infor BI Repository Administration and log on to the repository TUTOR.

This verifies that the repository database is installed and configured correctly.

2 Go to Microsoft Services console and check whether the Infor BI OLAP Server service is started.

Note: After a fresh installation the OLAP Server service is configured to be started manually.

3 Check if the TUTOR_EN OLAP model is started in OLAP Administration by connecting to 'TUTOR_EN'OLAP model.


Infor BI Samples

Removing the sample databasesYou cannot install new versions of the sample databases without first removing any installed versions.

To remove the sample databases:

1 Select Start > All Programs > Infor Business Intelligence > OLAP Administration.2 Select Computer Configuration.3 Right-click the computer from which to remove sample databases and select Remove Databases.4 Select the sample databases to remove and click OK.5 Delete the file SampleCustomerData.mdb in this folder: Program Files (x86)\Infor\BI\

Best Practices Templates

6 Remove the Best Practices Templates and Tutor data folders.The folders are in:Users\Public\Public Documents\Infor\BI\OLAP\Data

7 Delete the Best Practices Templates and Tutor repository registrations from Infor BI RepositoryAdministrationSee, "Removing the repository registrations" on page 71

8 Delete the repository databases.Use the administrative tools of SQL Server or Oracle to delete the Best Practices Templates andTutor databases.

Removing the repository registrationsTo remove a repository registration:

1 Select Start > All Programs > Infor Business Intelligence > Repository Administration.2 Select Infor BI Repository Administration > Repository Registrations.3 Right-click Best Practices Templates and select Delete Registration.4 Click OK.5 Repeat this for the Tutor databases.6 Start SQL Management Studio and connect to the server on which the repository databases run.


Infor BI Samples


Infor BI Samples

14Infor BI Repository Administration

A repository registration is required to connect to Infor BI Office Plus and Infor BI Application Studio.Create repository registrations in Infor BI Repository Administration. You can export registrations andimport them to other machines, through the Log On dialog boxes of Office Plus and Application Studio.You do not need to install Repository Administration on each client machine.

When you install Application Studio, Repository Administration is always installed. It is optional whenyou install OLAP Server.

Features and subfeaturesFrom the Infor BI Repository Administration setup, you can install these features and subfeatures:

Software Development KitAPIs and code samples for working with the Repository. The samples address custom logging, thecreation of single sign-on (SSO) providers, and querying the metadata stored in the Repository.

Repository Registration ServiceBy default, the list of repositories available to a client application is stored in a configuration file. Theconfiguration file is stored on the local file system.The configuration file contains the repositories and the connection information for each repositoryregistration to access the repository database on the database server. You manage the configurationfile in Repository Administration under General Settings > Configurations > Sources.In multi-tenant environments, a central method of managing repository registrations is required. Thisis provided by the Repository Registration Service which can be hosted on a central system. TheRepository Registration Service maintains repository registrations for all tenants.If you install the Repository Registration Service, you must add the service as a configuration sourcein Repository Administration. See "Adding the Repository Registration Service as a configurationsource" on page 74.


Adding the Repository Registration Service as aconfiguration sourceIf you have installed the Repository Registration Service, you must add the service as a configurationsource.

To add the Repository Registration Service as a configuration source:

1 Select Start > All Programs > Infor Business Intelligence > Repository Administration.2 Expand General Settings > Configurations.3 Right-click Sources and select Add.4 Select Service as the configuration source type and click Next.5 Specify a name for the configuration source and, optionally, a description.6 Specify the URL of the Repository Registration Service and click Next.

The format of the URL is http://[server_name]:[port number]. By default, the port numberis 8266.

7 Select Register to administer the service.8 Specify Administrator as the User name. No password is required.9 Click Finish

The configuration source is added to the Sources folder. If you specify an incorrect user name orpassword an error is displayed. But the source is still added to the Sources folder. In this case:

a Right-click the source and select Properties.b Click the Credentials tab.c Select Register to administer the service.d Specify Administrator as the User name. Do not specify a password.e Click OK.

Changing the credentials of the Repository Registration Serviceconfiguration sourceBy default, the credentials of the Repository Registration Service configuration source are User name:Administrator, with no password. After you have logged on once with these credentials, you can changethe credentials if required.

To change the credentials of the configuration source:

1 Right-click the configuration source and select Change Administrator Credentials.2 Enter the current password and specify and confirm the new password.


Infor BI Repository Administration

Importing a registration from the Log On dialog boxNote: You do not require a repository registration to view Application Studio through Infor BI ApplicationStudio WebServices.

To import a registration:

1 Start Office Plus or Application Studio.2 In the Log On dialog box, click the arrow to the right of the Connect button.3 Select Import Registration.4 Navigate to the registration file and click OK.

See the Infor BI Repository Administration Help for informatoin on how to create, export and importregistrations with Infor BI Repository Administration.



15Infor Ming.le integration

How to use the Infor Ming.le BI Plug-in and the Infor Ming.leDashboards Plug-in to integrate Infor BIApplication Studio and Infor BI Dashboards with Infor Ming.le.

The plug-ins are installed with Infor Ming.le. You can integrate several BI applications into the sameworkspace.

Application Studio is also used in Infor Ming.le by In-Context BI. For In-Context BI to work properly andto ensure that you have all dependencies and fulfill Infor Ming.le requirements, install Application Studiobundled with Infor Ming.le.

See the Infor Ming.le Installation and Configuration Guide for information about this method of integration,. This document is available on the Infor Xtreme Support portal at http://www.infor.com/inforxtreme.Select Documentation > Infor Ming.le > Browse.

BI PrerequisitesInstallation of any BI application which is delivered by Infor installs most of the prerequisites for InforMing.le integration. However, if you need to integrate a custom BI application, these are the prerequisites:

RepositoryA repository is a relational database installed on a server. Repository databases can be SQL or Oracle.A repository contains Application Studio reports in a report catalog or dashboards in a dashboardcatalog.

Start reportFor the Infor Ming.le BI Plug-in only, a start report must be specified for the Application Studio ReportCatalog. That is, the option 'Display this report when report catalog opens' must be selected in theSettings dialog of Application Studio.

Windows authenticationUser Management in the Repository must be configured to use Windows Authentication.

Application Studio WebServicesAn Application Studio WebServices web application, using Windows Authentication, must be installed.A separate web application must be configured for each BI application to be integrated into InforMing.le.


http://www.infor.com/inforxtreme

The web applications can be configured on the Infor Ming.le server or on other servers.Infor Ming.le installs standard web applications for Application Studio on the Infor Ming.le server, butthese are reserved for In-context BI. To use the Application Studio installation of Infor Ming.le, configureadditional web applications.To configure an Application Studio WebServices must be configured.See "Manual installation of Infor BI Application Studio WebServices" on page 157.

DashboardsAn Infor BI Dashboards web application must be installed.

Infor Ming.le prerequisites• Microsoft SharePoint must be installed.• Infor Ming.le must be installed on a server. All its prerequisites must be met.

See the Infor Ming.le Installation Guide for further information.

• The appropriate plug-ins for your integration requirements must be installed from the Infor Ming.leinstaller. The plug-ins are: the Infor Ming.le BI Plug-in, for Application Studio integration, and theInfor Ming.le BI Dashboards plug in, for Dashboards integration.

• The status of the installed plug-ins must be 'deployed'. Select SharePoint Central Administration> System Settings > Manage Farm Solutions and check the status of infor.BI.wsp (ApplicationStudio integration) and infor.bidashboards.wsp (Dashboards integration).

Installing the Infor Ming.le BI Plug-inTo install the Infor Ming.le BI Plug-in:

1 Launch the Infor Ming.le Installer.2 Expand Plug-ins.3 Select Infor BI and all its sub features.

Note: Do not select Infor Business Intelligence for Infor Ming.le when:

a You want to link Application Studio reports from a remote Application Studio WebServicesinstallation.

b You have already installed Application Studio locally.The Infor Business Intelligence for Infor Ming.le feature installs Application Studio and RepositoryAdministration. These components are required for In-Context BI.

4 Click Next.5 Click Finish.


Infor Ming.le integration

Configuring the Infor Ming.le BI Plug-inConfiguring the Infor Ming.le BI Plug-in requires:

• Granting Application Studio WebServices access to Windows users.See "Using Windows authentication" on page 166.

• Granting Repository access to Windows users.See "Granting Repository access to Windows users" on page 166.

• Configuring a Infor Ming.le site with BI Application content.

Configuring an Infor Ming.le site with BI ApplicationcontentTo configure an Infor Ming.le site with BI Application content:

1 Log on to the Infor Ming.le SharePoint site in your browser.Use the Administration account that was created during the Infor Ming.le installation.

2 Select Site Actions > New Ming.le Site.3 Specify these fields with information:

DescriptionField

Select Infor Ming.le BI Plug-in from the drop-down list.Plug-in name

Select the icon to be displayed in Infor Ming.le.Icon

Specify Infor Ming.le - BI Plug-in as the name of the deployed appli-cation.

Title

Specify the content of the Title field as the sub-site name.Sub-site name

The ID has the format lid://infor.BI.Site. 'Site' is your BI sitename, or unique identifier. The logical ID enables Infor Ming.le to

Logical ID

identify and communicate with the different applications with which itis integrated.Each logical ID can be used once. The value of the ID is unique foreach instance of a given application. If there is more than one instanceof BI, each instance has a logical ID. For example, lid://infor.BI.Planning, lid://infor.BI.Reporting, or lid://infor.BI.01, or lid://infor.BI.02.

Application Version

Select HTTPS if SSL is enabled for Application Studio WebServices.If Application Studio is using SSL, ensure that the SSL-related portnumber is entered in the Port field.

Protocol



DescriptionField

Specify the name of the server on which Application Studio WebSer-vices runs.

Hostname

Specify the port used by Application Studio WebServices. The standardport for IIS applications is 80 but can differ.

Port

Context is the name of the web application which you want to use. Forexample, WebServices or BI_BusinessAnalytics.

Context

If applicable, specify the tenant identification which is assigned to theapplication.

Default Tenant

4 Click Save.5 Click the icon of your BI application to go to the new site.6 Select Site Actions > Edit Page.

The Application Studio context application is displayed. This must be configured.

7 Click the down arrow at the top of the context application and select Edit.8 Specify these fields with information:

DescriptionField

The Logical ID which you specified at Step 11.Logical ID

Select the required repository from the drop-down list.Repository

Select the required project from the drop-down list.Project

Select the required report catalog from the drop-down list.

Note: You cannot select a report as a start screen. The start reportof the report catalog is used as the start screen. Ensure that start re-ports are configured for the report catalog.

Report Catalog

The default is 45 seconds.Time-out

9 Click OK.10 Click Stop Editing.11 Click the icon of your BI application.

The start report of your BI application is displayed.

Configuring an Infor Ming.le site with DashboardscontentTo configure an Infor Ming.le site with Dashboards content:



1 Log on to the Infor Ming.le SharePoint site in your browser.Use the Administration account that was created during the Infor Ming.le installation.

2 Select Site Actions > New Ming.le Site.3 Specify these fields with information:

DescriptionField

Select Infor Ming.le BI Dashboards Plug-in from the drop-down list.Plug-in name

Select the icon to be displayed in Infor Ming.le.Icon

Specify Infor Ming.le - BI Dashboards Plug-in as the name of thedeployed application.

Title

Specify the content of the Title field as the sub-site name.Sub-site name

The ID has the format lid://infor.bidashboards.Site. 'Site'is your BI site name, or unique identifier. The logical ID enables Infor

Logical ID

Ming.le to identify and communicate with the different applications withwhich it is integrated.Each logical ID can be used once. The value of the ID is unique foreach instance of a given application. If there is more than one instanceof BI, each instance has a logical ID. For example, lid://infor.BI.Planning, lid://infor.BI.Reporting, or lid://infor.BI.01, or lid://infor.BI.02.

Application Version

Select HTTPS if SSL is enabled for Application Studio WebServices.If Application Studio is using SSL, ensure that the SSL-related portnumber is specified in the Port field.

Protocol

Specify the name of the server on which Infor BI Dashboards runs.Hostname

Specify the port used by Infor BI Dashboards. The standard port forIIS applications is 80 but can differ.

Port

Context is the name of the web application which you want to use. Forexample, Dashboards.

Context

If applicable, specify the tenant identification which is assigned to theapplication.

Default Tenant

4 Click Save.5 Click the icon of your Dashboards to go to the new site.6 Select Site Actions > Edit Page.

The Application Studio context application is displayed. This must be configured.

7 Click the down arrow at the top of the context application and select Edit.8 Specify these fields with information:



DescriptionField

The Logical ID which you specified earlier.Logical ID

Select the required repository from the drop-down list.Repository

Select the required project from the drop-down list.Project

Dashboard name

The default is 45 seconds.Time-out

9 Click OK.10 Click Stop Editing.11 Click the icon of your Dashboards.

Configuring Infor Ming.le and Dashboards to use IFSauthenticationAfter you install Infor Ming.le and Dashboards and configure them to use IFS authentication, completethese steps to finish your configuration.

1 Verify in the Infor BI Configuration tool, that the "PARENT_BI_Web_wm" is set to use ADFS.The default is Windows authentication.

2 Run the Application Studio WebServices Expert tool to create a new Application Studio WebServicesweb application with Basic authentication.

3 We recommend that you edit the web.config file and change the impersonate flag from "true" to"false".

<identity impersonate="false" />

The default location is Program Files (x86)\Infor\BI\Application Studio\WebServices.

Dashboards in other portalsInfor Dashboards can be integrated into other portals with an API call.

The syntax of the API is the same used in Infor Dashboards dashboard links, by which you can senda link to a dashboard by e-mail.

You can use an API call to launch the dashboard framework with these options:



• Require users to log on.• Display a specific dashboard after the user logs on.• Log users on automatically.• Log users on automatically, and display a specific dashboard.

In Infor Dashboards there is an option to specify a dashboard as the Start Screen. If a start screen isspecified, it is displayed at log-on. If the API call specifies a different dashboard, it is displayed insteadof the start screen.

The syntax for these options is:

• ../api/repository/project

• ../api/repository/project/dashboard?name=dashboard_unique_name

• ../api/repository/project/?username=username&password=password

• ../api/repository/project/dashboard?name=dashboard_unique_name&username=username&password=password

For example:http://myserver/Dashboards/api/Best_Practices_Templates/Best%20Practices%20Templates/dashboard?name=DemoDashboard&username=myusername&password=mypassword.

By default, the dashboard toolbar is displayed. To display a specific dashboard but prevent usersnavigating to others, add:

showHeader=false

To retrieve a list of available repositories, use:

../api/repositoryinfo.

For example: http://myserver/Dashboards/api/repositoryinfo.

To retrieve a list of projects that are in a specified repository, use:

../api/repositoryinfo?repository=repository_name&username=username&password=password.



16Infor BI DataLink Server installation

The Infor BI DataLink Server (DataLink Server) product line puts complex ad-hoc querying and reportinginto the hands of non-technical users. DataLink Server users can construct complex business intelligencevisualizations from their corporate data, using only their domain knowledge.

BI DataLink componentsDataLink Server is a collection of components that together make up the DataLink Server. This sectionprovides a brief overview of each component and its functionality.

DataLink Server DatabaseThis server hosted component holds configuration and runtime status information.

DataLink Server Web ServicesThese are the cloud-enabled services required by the DataLink Server client applications:

• Data Extraction services• Administration services• Configuration services• Alert services

DataLink Server DataLinksDataLinks are an active metadata layer. They provide access to the data and can also present the datain a meaningful and logical way that makes sense to end users. DataLinks provide the dynamic,intelligent business logic layer that links the underlying application data to users and enable them touse the Reporting toolset to create queries and reports without having any technical expertise.


DataLink Server Server ToolsThese components provide configuration and management facilities for system administrators. Theycan be installed either alongside the DataLink Server Web Services component or, for convenience,onto any system administrator’s workstation. The tools consist of these utilities:

• DataLink Server Setup Utility: Used to install DataLink licenses, administer users and security, andgeneral server level configuration

• DataLink Server Management Utility: Used to monitor and manage the DataLink Server Web Services• DataLink Server DataLink SQL Utility: Test harness tool to use the installed DataLink Server DataLinks

outside of the DataLink Server client applications. This tool is not normally required in day-to-dayuse but you might be asked by support to install it for diagnosing problems with installed DataLinks.

• DataLink Server Configuration Migration Utility: Migrates applicable Q&A 10.x configuration toDataLink Server. See 'DataLink Server installation'.

BI DataLink Server supported platforms andprerequisitesThis section details the minimum requirements that must be met before you install DataLink Server.

Infor BI Q&ASoftware prerequisites:

• Windows 7, 8, 8.1.• Microsoft Office 365 with Office 2013 desktop, Microsoft Office 2010 and 2013 (both 32-bit and

64-bit).• Microsoft .Net 4.5 (full).• Windows Server 2008 R2, 2012, 2012 R2.

Hardware prerequisites:

Hardware prerequisites are driven by the software prerequisites as Infor BI Q&A is lightweight incomparison. That is, the minimum hardware specification for the software prerequisites is sufficient forInfor BI Q&A.

Infor BI DataLink ServerSoftware prerequisites:

• Windows Server 2008 R2, 2012, 2012 R2.• Microsoft .Net 4.5 (full).• IIS 7 or higher with .ASP feature enabled.• Microsoft Office 365 with Office 2013 desktop, Microsoft Office 2010 and 2013 (both 32-bit and

64-bit).



Infor BI DataLink Server installation

Hardware prerequisites are driven by the software prerequisites as Infor BI DataLink Server is lightweightin comparison. That is, the minimum hardware specification for the software prerequisites is sufficientfor Infor BI DataLink Server. As an ad-hoc query tool, the final performance experienced by users willbe determined by the profile of the queries/reports that are submitted and the specification of thedatabase server. It is strongly recommended that a Database Administrator monitors the databaseperformance regularly.

Database ServerSoftware prerequisites:

Microsoft SQL Server 2012, 2014.

Infor BI DataLink Database ServerSoftware prerequisites:

• Microsoft SQL Server 2008 or higher.• Oracle 9.2.0.4.0 or higher with ODP 11.2.0.1.2 (ODAC 2010) or higher.• PostgreSQL databases.


Hardware prerequisites are driven by the software prerequisites of SQL Server. As an ad-hoc querytool, the final performance experienced by users will be determined by the profile of the queries/reportsthat are submitted and the specification of the database server. It is strongly recommended that aDatabase Administrator monitors the database performance regularly.

Installing Infor BI DataLink ServerThis chapter describes the installation process for each server component and any requiredpre-configuration or post-configuration. All server components can be installed individually or as agroup from the installer.

Installing DataLink ServerThe DataLink Server Server installation deploys the central database (an SQL Server database to storeits runtime configuration), Web Services, and administration utilities. Installation must be performed onthe Server which will host the Web Services. That is, the server that has the Web Server Role installed.

Before you continue, you must ensure that:

• You are a member of the Local Administrators Group• You are an SQL Server user with Public and DBCreator security roles• You must create a suitable service user under which the server will run.



This user must be a member of the machine's Local Administrators Group and have valid Windowscredentials to log on to the SQL Server where the database is installed.

•

• The user must have both the Public and DBCreator security roles.• If printing tasks are used that will print to domain printers, then the user must also be a domain

user with access to those printers.

To install the DataLink Server:

1 Click the DataLink Server setup link in the Infor BI installation DVD.2 On the welcome screen, click Next. The Setup Type dialog box is displayed.3 Select Complete and click Next. The IIS App Pool Identity dialog box is displayed.4 Fill in the account details of the created Windows user and click Next. The DataLink Server Server

Database dialog box is displayed.5 Fill in this information:

a Database server that you are installing to: Server name and instance name to install to. TheDatabase server must be on the physical machine on which you are running the installer.

b Connect using: Specify the database credentials you use to connect to the database. Thesecredentials are used by the installer to create the DataLink Server server database. To connectusing the Windows login currently undertaking the installation, select Windows Authentication.Otherwise specify the credentials of a SQL Server login. The credentials must have DBCreateand Public security roles.

c Name of database catalog: Name of the DataLink Server server database. If this database doesnot currently exist, then it is created. Database administrators can, therefore, pre-create thedatabase if there are specific attributes (such as physical file locations) that are required.

6 Click Next to confirm the installation.7 Click Finish to proceed with the installation.

Migrating Q&A 10.x settings (optional)Note: Before proceeding, it is important to verify that the DataLink Server has been correctly installed and isworking before performing this task. To verify the server status, check that the DataLink ServerAdministration Utility runs without errors.

After successful installation of the DataLink Server database, you can copy compatible settings fromthe existing Q&A 10.x system for use in DataLink Server.

These settings will be transferred:

• Users• DataLink connection information• User allocations• Serialization information

You must ensure these requirements:



• Q&A 10.x configuration database must be in SQL Server• Q&A 10.x configuration database credentials• DataLink Server database credentials

At the end of the migration process, the IIS Server must be stopped and restarted. This will not onlyprevent connections to the DataLink Server, but also to any other web applications being hosted onthe same IIS instance. Therefore, ensure that the process is undertaken during a maintenance windowto prevent the interruption of service to users.

To migrate settings from Q&A 10.x to DataLink Server:

1 Run the installed Migration Utility. The Migration wizard Welcome Screen is displayed.2 Follow the on-screen instructions and click Next. The Database Connections screen is displayed.3 Fill in the locations and credentials of the Q&A 10.x and DataLink Server databases.

Both SQL Server and Windows authentication are supported.

4 Click Next to validate the entries. The Migration Status screen is displayed.5 Click Start to begin the migration. The status of the migration is displayed.6 After the migration has completed, click Close to exit the Migration wizard.7 From the command line, restart the DataLink Server with the iisreset command.

You have now successfully migrated your settings from Q&A Server 10.x to DataLink Server.

Installing BI DataLink Server DataLinkThis step is required to create a connection from the DataLink Server to a product for which reportsrequire to be written. If settings were migrated from DataLink Server 10.x, then this step is unnecessaryas the configuration and DataLink will already have been set within the DataLink Server database.

This step must be performed on the server that hosts the DataLink Server services and cannot beperformed remotely.

Note: DataLink installation forces the DataLink Server to restart to pick up the new configuration. It isimportant to only install a new DataLink when the system is not being used.

If no migration has been performed, or a new DataLink needs to be installed, then follow these steps:

1 Select Programs and features from the Windows Control Panel application.2 Locate and select the DataLink Server in the list of programs, and then select the Change action.

The DataLink Server installer is displayed in maintenance mode.

3 Click Modify.4 When prompted, click one of these:

DescriptionOption

To continueYes

To enter normal maintenance mode where new features can be addedor removed

No



5 Browse to the root folder that contains the DataLink to install.The DataLink files must be on a local drive of the server and not stored on a network share. Afterthe DataLink has been installed, you can remove the files from the local drive because they havebeen copied into the DataLink Server server folder hierarchy for use during runtime.

6 Specify the connection details for the DataLink.7 When the information is complete, click ? to test the information supplied.

If the information is accepted, then the question mark changes to a green circle and the OK buttonis enabled.

8 Click OK to commit the configuration to the DataLink Server server.Depending on the type of DataLink, you might be prompted for additional product specific setupinformation. For more information, refer to the DataLink documentation.

9 Click Finish to complete the DataLink installation.

The DataLink is now installed.

Note: You can use this procedure to update existing DataLinks.

Provisioning BI DataLink ServerAfter you have installed the DataLink Server or have added a new DataLink, you can provision thesystem.

Use these steps to provision the system:

1 Add more users.2 Configure access to individual DataLinks at the User or User Profile level.3 Configure E-mail setting for report distribution.

All of these steps are performed using the Setup application that is installed as part of the DataLinkServer installation.

Note: The Setup program can also be installed on remote machines for remote administration.

Documentation explaining these functions is included in the help that comes with the Setup application.

Troubleshooting BI DataLink ServerThis chapter contains information to assist you in diagnosing and resolving issues with the DataLinkServer software.



Accessing Diagnostic Logs Where the DataLink Server Plugin HasBeen InstalledThe DataLink Server client installation contains a log file viewer. This displays both the DataLink ServerMicrosoft® Office Excel plugin diagnostics log and the DataLink Server log. It also has an option to addboth logs to a single ZIP file for submitting to Infor Support in the event of an issue.

These are the ways to invoke the Log File Viewer application:

1 From the start menu, go to All programs > Infor Business Intelligence > Log Viewer.2 From within Excel on the DataLink Server ribbon tab, select the Show log option from the Utilities

drop-down menu.

Accessing the DataLink Server Diagnostic Log RemotelyThe DataLink Server log can be accessed remotely from outside the DataLink Server client. In a webbrowser, specify this URL:

http://<host name>:<port>/Infor.DataLink/index.html

Where host name represents the server name where the DataLink Server was installed and port is theIIS port it is bound to. Under normal circumstances the port is port 80, which is the default for http. Inthis case you, can omit the port from the URL.

From the web page that is displayed, click the Server Log link.

Other Diagnostic LogsThe DataLink Server is hosted by Microsoft Internet Information Services (IIS). Serious non-recoverableproblems in IIS are reported in its diagnostic logs and they should be checked whenever an issuehappens with the DataLink Server. The location for IIS diagnostic logs is configurable but by defaultis:

%SYSTEM_DRIVE%\inetpub\logs\LogFiles

On both the client and server machines, Microsoft Windows logs severe error conditions to the WindowsEvent Log. These should be checked for errors when critical events happen.



17Infor BI Q&A installation

This chapter describes the process to install Infor BI Q&A, where no previous installation exists, or theprevious installation has been removed. It provides details of all mandatory pre-installation checks, theinstallation process, and post-installation tasks.

You can use DataLink Server to automatically schedule and distribute DataLink Server reports usingthe DataLink Server Alert functionality.

The DataLink Server is accessed using a dedicated plugin for Microsoft Excel. The plugin must beinstalled on every client machine that will use DataLink Server. You must also install Infor BI Q&A onthe DataLink Server to enable use of the automatic Alert facility.

Infor BI Q&A has these primary components:

• Microsoft Office plugin: Adds the DataLink Server functionality to Microsoft Excel. The MicrosoftExcel menu ribbon contains an additional tab for you to access DataLink Server functionality. Theplugin communicates with the DataLink Server to perform most actions.

• Log Viewer application: Enables you to view diagnostic information from the DataLink Server ifunexpected behavior results during use.

Infor BI Q&A prerequisitesThis section details the mimimum requirements which must be met before you install Infor BI Q&A.

Software prerequisites

• Windows 7, 8, 8.1.• Microsoft® Office 365 with Office 2013 Desktop edition, 2010, and 2013 (both 32-bit and 64-bit).• Microsoft® .Net 4.5 (full).

Hardware prerequisites

Hardware prerequisites are driven by the software prerequisites as BI Q&A itself is very light weight incomparison. That is, the minimum hardware specification for the software prerequisites is sufficient forBI Q&A.


Installing Infor BI Q&ATo install Infor BI Q&A:

1 Click the Infor BI Q&A setup link in the Infor BI installation DVD.2 Click Next on the Welcome Screen and accept the License terms. The Setup Type screen is

displayed.3 Ensure that the DataLink Server ooption is selected, then click Next. The Infor BI DataLink Server

location screen is displayed.4 In the Server field, specify the host name of the DataLink Server.5 If the DataLink Server is not installed on the default HTTP port of 80, then you can append the port

number.The resulting format of the host should be:<host name>:<port>

6 For SSL connections, specify the full URL, including the HTTPS.7 Click Next.

The installer verifies the value entered by making a test call to the server specified. If there is aproblem contacting the DataLink Server at the address given, then an error message is displayed.

8 Confirm that the installer should use the entered hostname.If the host has been successfully contacted, then the Infor BI Q&A Help location screen is displayed.

9 Edit the value to reflect the correct location. The default the value points to the Infor-hosted Helpsystem and does not need to be changed, under normal circumstances.

10 Click Next. The Installation Completion screen is displayed.11 After the installer has completed, click Finish.

Infor BI Q&A has been successfully installed.


Infor BI Q&A installation

18Infor BI DataLink Studio

The Infor BI DataLink Studio (DataLink Studio is complementary to the Infor BI DataLink Server product,used to design and create DataLinks.

You must read both the informational and procedural content of this document before continuing withthe integration setup and configuration process.

Installing DataLink StudioThis chapter provides the basic procedure to install Infor BI DataLink Studio.

To install DataLink Studio:

1 Click the DataLink Studio setup link in the Infor BI installation DVD. The DataLink Studio SetupWizard dialog box is displayed.

2 Click Next. The Select Installation Folder dialog box is displayed.3 If the default location is not suitable, then browse to the folder where you want to install the product.4 Select whether the installation is available for Everyone or Just me.5 Click Next and when prompted, confirm the installation. After the product has installed, the Installation

Complete dialog box is displayed.6 Click Close to exit the Setup Wizard.

You have successfully installed Infor BI DataLink Studio.

Uninstalling DataLink StudioYou can uninstall DataLink Studio by using the Programs and Features utility in the Windows Controlpanel.


Creating a Basic DataLinkNote: Before you continue to create DataLinks, you must ensure that you have:

• DataLink Studio installed on a computer that has access to the target database and has relevantdrivers installed.

• Login with sufficient privileges to fully query the system tables; normally System Administrator forSQL Server.

• Detailed knowledge of the target schema and which tables are required for reporting purposes; orhave the assistance of someone with this knowledge.

• Knowledge of SQL scripting and VB scripting for more advanced DataLink development.

To create a basic DataLink:

1 Create a New Project from File > New > New Project.2 Select File > Import > Analyze Database.3 Specify a name for the DataLink and click OK.

The DataLinks Properties dialog box is displayed.

4 Select your source in the Provider tab.This is Microsoft OLE DB Provider for SQL Server by default.

5 Click Next to open the Connections.6 Select or enter a server name.7 Enter information to log on to the server.

If you are using a specific username and password, then select Allow saving of password.

8 Either select a database from the server, or attach a database file as a database name.9 Click Test Connection, then click OK

The Select Tables to Import dialog box is displayed.

10 Select the tables you want to import using the check boxes. Right-click for these options:

• Check All• Uncheck All• Select Via Wildcard

11 Click OK.The selected tables and views are imported into your project tree. If any Foreign Key relationshipsexist, then Joins are automatically inserted into those tables.

12 Select File > Save to save the DataLink.By default, DataLinks are saved in C:\Users\<user>\My Documents\My DataLinks.You should create a new sub folder for each DataLink in this folder.

13 Click the Compile icon.

You have now created your first DataLink. After users have been allocated to it, you will be able tocreate reports.


Infor BI DataLink Studio

Part IIMigrating Infor BI

This section describes migrating Infor BI.



Migrating Infor BI

1General considerations

What to do in case of upgrading an MIS DecisionWare 5.x installation, an Infor PM 10.x installation, oran Infor BI 10.x installation.

To upgrade from MIS DecisionWare 4.1 or 5.1 contact Infor Xtreme Support at www.infor.com/inforxtreme.

Installing a new version of Infor BI can require upgrades in your project.

The upgrades and number of steps required when installing Infor BI depend on 'version jump' andproduct.

Typical upgrade steps:

• Uninstall the License Server• Update the repository database schema• Update the report catalogs• Update the OLAP database files• Update Database Aliases

Note: Since version 10.1.4 you can install the latest version of Infor BI without first uninstalling theinstalled version.

Uninstalling License ServerIf you are upgrading from a previous version of Infor BI, first remove the License Server.

To uninstall the License Server:

Open the Add or Remove Program console.

Select Infor BI License Server and click Remove.



Updating the Database SchemaThe Repository is based on a relational database which holds the user management, permissionmanagement and report content for Infor BI. You administer the Repository in Infor BI RepositoryAdministration (select Start > All Programs > Infor Business Intelligence > RepositoryAdministration).

Note: In MIS DecisionWare, the Repository was called "Common Object Store".

When you install Infor BI, the Repository database is not updated automatically. In such cases, youhave to update the database schema of your existing repositories manually.

The Infor BI Release Notes list the supported database schemas per version.

Note: To be compatible with software components of different versions at the same time, the Repositorycan hold different database schema versions of the database.

You can update the database schema while logging on to the Repository from within RepositoryAdministration, Application Studio and Office Plus.

A message informs you that an outdated schema is found. The message displays the schema versionfound and the version required.

To update the database, click Yes.

In the next step, select the update script. The default path for the script will be shown automatically.Click OK to start the update script and update the database schema (this can take a while).

The structure for the relational tables and stored procedures in the Repository database must beexpanded because of changed or improved functionality. To be compatible with previous version youcan manage different database schema versions of the Repository database.

This table shows the Infor BI software and the corresponding Repository database schema. For example,Infor BI OLAP Server requires, at a minimum, Repository database schema version 1.3.

AnalyzerDashboardsPlanningConsolidationOfficePlus

ApplicationStudio

OLAPServerDesignerRepositorySchema

5.05.0.1

5.05.0.1

1.0

5.0.25.0.3

5.0.25.0.3

1.1

5.15.15.15.11.2

5.1.15.1.2

5.1.15.1.2

5.1.15.1.2

5.1.15.1.2

1.3

5.1.35.1.35.1.45.1.4

5.25.2.1

5.25.2.1

5.25.2.1

2.3.12.3.2

5.25.2.1

1.4

5.2.2 5.2.25.2.25.2.2

10.0.110.010.0.1

10.010.0.1

10.010.0.1

10.010.0.1

10.010.0.1

1.510.0.2


General considerations

AnalyzerDashboardsPlanningConsolidationOfficePlus

ApplicationStudio

OLAPServerDesignerRepositorySchema

10.0.210.0.210.0.210.0.210.0.2

10.110.1.1

10.110.1.1

10.110.1.1

10.110.1.1

10.110.1.1

10.110.1.1

1.6

10.1.210.1.3

10.1.210.1.3

10.1.210.1.3

10.1.210.1.3

10.1.210.1.3

10.1.210.1.3

1.7

10.1.410.1.410.1.410.1.410.1.410.1.41.8

10.1.510.1.6

10.1.510.1.6

10.1.510.1.6

10.1.510.1.6

10.1.510.1.6

10.1.510.1.6

1.9

10.3.010.3.010.3.010.3.010.3.010.3.01.10

10.3.210.3.110.3.2

10.3.110.3.2

10.3.110.3.2

10.3.110.3.2

10.3.110.3.2

10.3.110.3.2

1.11

10.4.010.4.010.4.010.4.010.4.010.4.010.4.010.4.01.12

10.4.110.4.110.4.110.4.110.4.110.4.110.4.110.4.110.4.11.13

10.5.010.5.1

10.5.010.5.1

--10.5.010.5.1

10.5.010.5.1

10.5.010.5.1

10.5.010.5.1

10.5.010.5.1

1.14

10.6.010.6.010.6.010.6.010.6.010.6.010.6.01.15

Activating Database InterfacesWhen using several Infor BI programs of different versions, different database schema versions canbe required for these programs. The repository can support several database schemas, by offeringdatabase interfaces that can communicate with these schemas.

Note: When you use the database update offered by the repository logon, a new database interfaceis added without removing previous interfaces. The previous and the current interfaces are enabled.

You can enable and disable database interface versions in the Database Interfaces dialog box. Toopen the dialog box, right-click the repository registration in the Infor BI Repository Administrationconsole and select All Tasks > Database Interfaces.

Select an interface version to enable or disable and click Enable or Disable.

Example:To update Infor BI OLAP Server to version 10.4, database interface 1.12 for the OLAP Server is required.If you created reports with Application Studio 10.3.0 but do not want to update them to 10.4, databaseinterface 1.10 is required.If you are sure that all running Infor BI products are based on the same database interface, you candisable older database interfaces to conserve memory.



Limitations on mixing Repository schema versionsYou can activate several interfaces in a repository and so mix software versions on one repository:

Example 1: Keep an older OLAP software version and update Application Studio

Example 2: Update OLAP software version but keep an older Application Studio version

Both OLAP and Application Studio installations install Repository Administration and either could beused to edit all objects in the repository.

Note: It is important that you use the correct repository administration.

In the case of Example 1:

• Use the older Repository Administration, installed by the OLAP setup, to edit the OLAP settings inthe repository

• Use Repository Administration, installed with newer Application Studio installations to edit ApplicationStudio settings in the repository.

In the case of Example 2:

• Use the newer Repository Administration to edit OLAP settings• Use the older Repository Administration of Application Studio to edit Application Studio settings.

Note: If you do not use the older Repository Administration of Application Studio, you might makesettings which Application Studio does not interpret correctly. Some settings can be set in the ApplicationStudio full client and in Repository Administration. This risks conflicts and can corrupt the repository ina way which prevents future repository schema updates.

Updating Office Plus and OLAPIn Infor Business Intelligence the combined Office Plus and OLAP Server setup of previous releaseshas been separated into two setups.

If Office Plus and OLAP Server 10.1 have been installed on the same machine, we recommend thatyou use the all-in-one setup to update.

Note:

• The OLAP Server 10.3 and 10.4 setups will uninstall Office Plus 10.1.• The Office Plus 10.3 and 10.4 setups will uninstall OLAP Server 10.1.



2Infor BI OLAP Server

Migrating OLAP databasesThere is a new file format for OLAP databases from version 10.6.0.

Migrating OLAP databases of versions ranging from 5.x to 10.5.xFrom version 5.x to version 10.5.x the databases are converted automatically while loading the cubesand dimensions. The new file format requires several changes, which you cannot roll back. We stronglyrecommend that you back up your database before loading it in the current version ofInfor BI OLAPServer.

Existing repositories that hold the OLAP Permission Managements have to be updated.

See "Updating the Database Schema" on page 100.

Migrating OLAP databases of versions earlier than 5.xTo upgrade an OLAP database of an earlier version, contact Infor Xtreme Support to guide you throughthe process.

Reserved strings for element namesOLAP Server has some reserved strings that conflict with strings in other places if used as elementnames.

Before you migrate from the OLAP Server version 10.4.x or earlier, ensure that you rename any elementname that matches any of these strings:

• B:*• C:*

Note: Starting with version 10.5.0, OLAP Server does not allow creating elements with any of thenames mentioned earlier. The OLAP Server does not load existing dimensions that match these elementnames.


Changed cube rule syntaxIn a cube rule you can specify whether base cells, consolidated cells or all cells are affected by therule. Prior to version 10.3.0 you could prefix a rule with B: or C: or use the Basic Cells or ConsolidatedCells options in the Edit Cube Rule dialog. In the current version, you can only specify the affectedcells in the Edit Cube Rule dialog.

Prior to version 10.3.x, you could use the STET function with brackets within IF clauses. For example:IF(condition, value STET()).

In the current version, you must omit the brackets. For example IF(condition, value STET).

Logging to relational databasesInfor BI OLAP Server can log cell changes to a relational database.

Prior to version 10.3.1, only Microsoft SQL Server was supported as a target database.

From version 10.3.1, you can write the changes to SQL Server, MySQL or to Oracle.

If you used this feature in a version prior to 10.3.1 and want to continue using it with SQL Server,change the connection string to this syntax:

DRIVER={SQL Server}; SERVER=<computer_name>; Trusted_Connection=Yes;DATABASE=Alealog;


Infor BI OLAP Server

3Infor BI Application Studio

Since version 10.1.4 you can install newer versions of Application Studio without first manuallyuninstalling previous versions. We recommend that you manually uninstall versions older than 10.1.4before installing a newer version of the software. Specify the same installation path as was used forprevious installations to save the specific settings of Application Studio WebServices. The currentApplication Studio standard installation directory is:

Program Files\Infor\BI\Application Studio

The default installation path of Application Studio WebServices is:

Program Files\Infor\BI\Application Studio\WebServices

These paths differ from the standard installation paths in all previous versions such as 10.1.3, 10.1.4,etc. The setups for version 10.1.3 and earlier did not save the selected installation path, therefor youhave to specify the path during installation of the current version. You can change the default installationpath in the Installation Wizard of the setup. From version 10.1.4, the installation path is saved. Whenupdating to the current version, you do not have to specify the path manually.

Before installing the new version, backup any modified or added ASWS files (for example, aspx pages,html pages, etc.) that are not part of the standard Application Studio WebServices installation.

Scripting ChangesInfor BI Application Studio introduces several changes that are not backward compatible.

See the Scripting help under Start > Programs > Infor BI > Tools > Documentation > ApplicationStudio > Application Studio Scripting Help English.

Version historyYou can maintain a version history in Application Studio, by storing versions of a report. The versionhistory helps you to follow the changes in your reports and, if required, to restore older versions.

Note: The update process does not update older versions of a report, which are stored in the versionhistory. This means that you cannot restore versions of a report, which were created before the update.

ReportsPrint settings that are related to folders in earlier releases of Application Studio are migrated automaticallyto report books in Application Studio.


Since version 10.3.0, Report Manager (REM) jobs and folder printing were not supported.

To print a folder, you must create a corresponding report book. Report Manager jobs are notautomatically converted. Instead, you can import REM jobs, and convert them into scheduled tasks.

In the migration process, only those reports of a print folder that were selected to be printed are addedto the report book. The report books that result from the conversion contain the same print settings,as the folder print settings. For example, page layout, header and footer. The report books appear inthe print wizard in the web, where the folders were shown previously.

Note: Folders are no longer shown in the print wizard.

Report links are migrated into the report books.

To convert folders that have no print settings automatically, right-click a folder and select New ReportBook.

The resulting report book contains all reports and report links. For all the parameters, the selection ispreset to <current element>.

See the Infor BI Application Studio Help for further information.

Display report when Report Catalog opensIn Application Studio you can specify that the last used report, or a specific report, is displayed whenthe report catalog opens. Or, you can specify that no report is displayed. This choice is saved in Settingsof the Report Catalog in Infor BI Repository Administration.

Converted 10.1.6 repositories apply the Last used report setting if no start report is specified.Newly created 11.0.0 repositories will apply None by default. You must change this setting manuallyif you want the same behavior as in 10.1.6.

The 'last used report' setting only works reliably when using one repository with one report catalog.

Starting conversion from Log on dialog boxTo start the conversion from the Log on dialog box:

1 Start Application Studio.2 Log on to the repository as a user with administrative privileges on the repository.

During the Log on the database schema version is checked. If necessary, the schema update willstart.See "Updating the Database Schema" on page 100.After logging on and a successful update of the database schema proceed to the next step.

3 Select a project and report catalog to connect to.4 Click Connect.5 The correct report version is checked and, if required, the Application Studio Repository Conversion

Wizard is started.



Starting conversion from the Start menuTo start the conversion from the Start menu:

1 Select Start > Infor Business Intelligence > Tools > Application Studio Repository Conversion.2 Select the language in which to run the conversion process.3 Select the version of the repository from which to convert.4 Select the repository to convert and specify the log on information.

Checking in all objectsThe Repository Conversion Wizard can only update reports successfully when all objects are checkedin to the repository. After the update of the database schema, the Conversion Wizard checks forchecked-out objects and offers a forced check-in.

Checked-out objects can be administered from within the Repository Administration. The advantageis that you can choose for which objects you want to undo the check-out, and where you want tocheck-in changes.

To check in all objects:

1 Open Infor BI Repository Administration.2 Connect to the repository, using a user with administration rights to the repository.3 Right-click the repository and select All Tasks/Pending Operations.

The Pending Operations dialog box shows all checked-out objects for each user.In Pending Operations dialog box you can see whether some actions are not yet finished, and whichuser has checked out which objects. Select all items and click the green check mark to accept allchanges and check in the objects.You can undo check-out. This results in losing all changes since the last check-in. If the repositoryis large, checking in all objects can take some time.

Using the Application Studio Repository ConversionWizardTo use the Conversion Wizard:

1 Select Start > Programs > Infor Business Intelligence > Tools > Application Studio RepositoryConversion to start the wizard to convert your reports from version 5.2 or higher.To migrate from 4.1, 5.0, or 5.1 contact Infor Support.

2 Select the language in which to display the wizard.



3 In the next dialog, select the version of the repository to convert.4 In the next dialog, select the repository to convert and log on as administrator. You must have

administration rights to convert a repository.

Note: If you receive an error message stating that you cannot log on, the reason can be that yourserver is not running or not configured correctly.

5 During logon the database schema version is checked and, if required, the Repository ConversionWizard automatically starts the repository update script to update the database schema. Select theproject to convert and click Next. The project will be converted. This can take a few minutes.

Note: If there are objects checked out in the repository, the Wizard asks you whether all objectsshould be checked in. If you do not check in all objects the Wizard will stop. If you want to checkwhich objects are currently checked out manually, go to Repository Administration and open thePending Operations dialog to check which objects are checked out.

See "Checking in all objects" on page 107.

Migrating on Vision WebServices 5.x or laterWith Application Studio 10 the WebService directory is: Program Files\Infor BI\ApplicationStudio\WebServices.

If the WebService directory differs from your previous installationt, you must adjust the local pathproperty of the WebServices web application.

Specify these settings in the adhoc web in the IIS-configuration in the Microsoft Management Console:

1 Select Manage from the My Computer context menu. The Microsoft Management Console opens.2 Click Services and Applications > Internet Information Service > Default Web Site. Here you

can find the established webs.3 Right-click the onVision WebServices web in the IIS-configuration and select Properties. The

Properties of <name> dialog box is displayed.4 Change the Local Path setting to: ..\Progra~1 \Infor BI\Application Studio\Web

Services.5 Open the Properties dialog box on the web and open the register ASP.NET.6 Select ASP.NET version 4.0.30319.7 For further configuration use the WebServices Expert and consult the Application Studio WebServices

Help.



Updating Application Studio web applicationDuring the setup you are asked if you want to configure Application Studio WebServices. Select theoption to skip configuration.

See "Creating the web application" on page 163 for information on creating a new Application Studioweb application .

Updating (installing to the same folder)Note: Settings can be lost when you change the default installation path. While updating, the defaultpath will be remembered. A new install does not keep the installation path.

If a previous web application (10.1.4 or later) is created with Application Studio WebServices expert,the web application is updated.

You must reconfigure the web application:

• If you are configuring a web manually.• After an uninstall.• After an installation in a newly created folder.• After an update over an installation older than 10.1.4.

Remove the web application in IIS manager and create a new web application with the same name,using Webservices Expert.

Keep the existing web application and its virtual directoryUninstalling or updating Application Studio does not remove existing Application Studio web applicationsfrom Internet Information Services if you manually configured web services. However, the setup removesthe 'temp' folder under Program Files\Infor\BI\Application Studio\WebServices. If it isremoved, all settings on the folder are lost and must be reconfigured after installation of the newApplication Studio WebServices version.

Since version 10.1.4, you can install newer versions of Application Studio without first manuallyuninstalling previous versions. We recommend that you manually uninstall versions older than 10.1.4before installing a newer version. However, some settings will be reset to their defaults.

Note: Since Infor PM 10.1.5, the default installation path for Application Studio is: Program Files\Infor PM\Application Studio

This path differs from earlier versions. If you have chosen to keep your Application Studio web applicationand you are updating an earlier version, select the original installation path in the Installation Wizardwhen you select the program features to install.



4Infor BI Office Plus for Microsoft OfficeExcel

In Infor BI Office Plus, two MIS products were merged: Excel Integration for MIS Alea and MIS Plain.

We brought the strengths of both products and brought them together in Office Plus.

Office Plus is a repository-centered application. The Infor BI Repository, formerly known as CommonObject Store (COS), stores the user management, the data connections, and global reports. Clientusers connect to the Repository where all required server connections, reports and views are available.

Local and Global ReportsOffice Plus can save reports to the Repository and to the file system.

In the Report Catalog pane, a folder in the file system is represented by the Local Reports folder. TheGlobal Reports folder represents a report catalog in the repository.

You can create folder structures in both folders.

Report CatalogInfor BI Office Plus requires a Report Catalog. The report catalog can store formula reports, ad-hocreports, and Alea ad-hoc reports. You can apply permissions to the folders and reports using theRepository's permission management.

The repository's permission management applies only to the reports saved in the Global Reports folderand cannot be used on reports stored in the Local Reports folder.

See the Office Plus help or Repository help.

This document describes how to configure an Office Plus environment with a central repository andhow to migrate existing MIS Plain and MIS Alea Excel integration projects to Office Plus.


Report TypesThis table shows the new names of the former views and reports of MIS Plain and MIS Alea ExcelIntegration:

Office Plus NameOld Name

Alea Ad-Hoc ReportAlea View

Formula ReportAlea Formula View

Ad-Hoc ReportPlain Ad-hoc report

Formula ReportPlain Excel Report

Database AliasesIn a repository project connection to the multidimensional databases is through database aliases. Thedatabase aliases contain all information required to connect to the database.

• Provider• Server• Database• Authentication

Office Plus supports these multidimensional databases:

• Infor BI OLAP Server• InforCPM Relational• Analysis Services

Each client that connects to the project will find the same database aliases and can double-click toconnect to the database.

Configuring a server-client environmentThis chapter describes how to configure a fresh Office Plus environment.

In such a server-client environment, all client computers connect to the same repository on a servercomputer. A repository provides all the information required to connect to the multidimensional databasesby means of a database alias.

A repository contains the report structure with folders and reports. Additionally, the repository providesan extended permission management which allows you to create an advanced user management.



Performing server and client installation, and importinga registrationInstallation on SQL server computerOn some SQL server computers, you must install Infor BI Repository Administration. Prior to theinstallation, check whether the prerequisites are met.

See the Release Notes on the Infor BI DVD for more details on software requirements.

Installation on client computersIf you want to use a central repository, install Office Plus without the Best Practices Templates repositoryon the client computers.

Importing a repository registrationTo be able to connect to the central repository, the connection information for the repository has to beprovided to each client. You need to import the *.reg file.

See "Registering a repository" on page 114.



Creating a new repositoryTo create a new repository, open the Infor BI Repository Administration console. Right-click RepositoryRegistrations and select New Repository. Follow the wizard to create your new repository.

Note: If you had Alea 5 installed before, a repository should already be available. You can extend thisrepository to be used by Infor BI Office Plus.

Select Windows in the Authentication Systems dialog to enable integrated Windows authenticationfor your repository.

You can add windows authentication to a repository afterwards.

Creating a Report CatalogA new repository is empty. To work on a repository with Office Plus, you must create a project and anOffice Plus report catalog in the repository. The project contains your database connections and globallist definitions. The report catalog contains the report structure.

It is possible to create several projects in a repository and to create several report catalogs in oneproject. All report catalogs within one project share the same business databases and lists.

To create a report catalog:

1 Open Infor BI Repository Administration and expand the Infor BI Repository Administration node.2 Select the repository you want to use or create a repository.3 Select the project you want to use or create a project.4 Right-click the project and select New Report Catalog.5 Select Office Plus as report catalog type.

Registering a repositoryEach client computer that must be able to connect to a repository requires a repository registration.

To distribute the registration to all clients:

1 Open Infor BI Repository Administration as Administrator.2 Right-click a repository registration and select Export Registration.

A registration file is created that contains the information required to connect to the repository.

3 Distribute the registration file to the client machines, for example by e-mail.4 Start Office Plus on the client computer.5 Click Log On.6 In the Log On dialog box, click Options to expand the lower part of the dialog box.



7 Click the arrow on the Connect button and select Import Registration.8 Select the registration file and import it.

The client is able to connect to the registered repository.

Setting up permission managementFor all newly created repositories, an Admin user is created. This user has full access to everything ina repository and should be used for administrative tasks. It is recommended that you specify a passwordfor this user.

In Repository Administration, select the User Management of your repository. In the right window youcan add Windows users and groups.

If you reuse an MIS Alea repository, the existing users can be used to connect to Office Plus, too. Thereare several Basic Groups (former DecisionWare Groups) predefined which you can use to managethe access to the Office Plus report catalog:

DescriptionGroup

This group has the Edit permission on projects and can create database aliases, globallists, variables, calculation.This group additionally has Edit permission on the Report Catalog and can create andedit reports and folders.

Report De-signer

This group can connect to given aliases and create views and Alea ad-hoc reports. Butthis user cannot save any reports to the repository.This user cannot create new database aliases.

ReportViewer

You can assign users to predefined Basic groups (for example, Report Designer), or you can createnew groups. By default, all users are members of the Every SSO User group, which assigns readpermission for Office Plus.

See the Repository Administration help for more details concerning user management and permissions.

Connecting to a business databaseOffice Plus does not get the OLAP Server connection directly from the OLAP Communication Manager.Instead, the server connection information is provided by the repository.

The connection to all business databases (Infor BI OLAP Server, Infor CPM Applications Relational,Microsoft Analysis Services) is handled by Database Aliases. In an alias, data required to connect toa business database is saved. Aliases are stored within the project, that is, if everybody uses the sameproject, the connections to the business databases can easily be administered from a central point.



So, for example, you can change from a test system to a production system by changing the alias only.The client users would not notice the change.

Creating an aliasTo edit, create or rename an alias you must have edit permission on the project.

To create an alias:

1 Log on to the required repository/project/report catalog.After a successful log on the New Database Alias button is enabled.

2 Click New Database Alias to create a connection to the OLAP database.The new alias is saved with the project. Anyone who logs on to this project can use this businessdatabase. The new alias is shown in Office Plus, in the Database Structure page (analogous to thePlain 1.2 Navigation Manager) and in the Cubes and Data Areas page.

3 To display the Database Structure page click Database Structure from the toolbar.Registered Infor BI OLAP aliases are available in: Cubes and Data Areas, Dimensions, and Createnew Alea Ad-Hoc Report. You can connect to aliases by double-clicking.

Migration from MIS Alea Excel IntegrationThis section describes the migration from MIS Alea Excel integration.

Logging on for the first timeThe log on concept of Infor BI Office Plus differs from the Excel Integration concept for MIS Alea.

To log on:

1 In Office Plus click Log On.2 Specify your User name and Password in the Log On dialog box.

By default, the lower part of the dialog box is hidden. Click Options>> to display the lower part. Thelabel on the button changes to Options <<.

3 In the lower section of the dialog box select the repository and click Connect.The fields Project and Report catalog are enabled.

4 Select the required project and report catalog and click OK.The repository, project and report catalog to which you most recently logged on are automaticallyselected in the Log On dialog box.



Alea viewsThe migration from Alea 4.1 and Alea 5.x is straightforward, as the structure of Alea views did notchange from Alea 4.1 to Alea 5.

Alea views are fully supported by Office Plus and called Alea Ad-hoc Reports. With Office Plus all AleaAd-hoc reports and reports are available in the Report Catalog pane. Users can create their own folderstructure. They can include the Alea Ad-hoc reports and the formula sheets within the same structure.

Views are no longer sorted automatically by their cubes. The Open View dialog box is replaced by theOpen Report dialog box.

To support Alea views that were created with previous versions, you must create aliases that providethe connections used by the views.

Note: The name of an alias can differ from the old naming convention Server/Database. For example,the alias that points to Local/TUTOR can simply be called TUTOR.

Note: When you open an Alea ad-hoc report, and the name of the alias differs from the old naming,or is otherwise changed, a dialog prompts you to use another alias for the Alea ad-hoc report.

Public and Private ReportsWith Alea 5 it was possible to save views as public or private views. In Office Plus, this concept haschanged. You can now choose between Global and Local reports. See chapter "Local and GlobalReports" on page 111.

To migrate Alea views to Office Plus there are two options:

• Move the views to the directory you selected as the Local Reports folder.• Import the views to the repository to make them available globally.

Using the Local Reports FolderThe path to the folder in which local reports are saved can be changed in the Options dialog box. Toopen the Options dialog box, click Options on the Extras tool bar.

The folder you specify for the Local Reports can be named as required. You can create a folder structurewithin the local reports. Subfolders can be created from within the Report Catalog pane and directly inWindows Explorer.

Note: All xls, xml and alv files in the Local Reports directory are visible in the report structure of OfficePlus. We do not recommend using the Data directory of OLAP as the Local Reports folder, becauseit contains the subset definitions as xml-files.

When you move Alea views to the local reports directory, they will be visible in the Report Catalogpane of Office Plus.



Importing Alea views and Excel sheets into the Infor BI RepositoryIn Infor BI Office Plus, you can save Alea Ad-hoc Reports, Ad-hoc Reports and Formula Reports in theRepository or in the file system. We recommend that you import the public views into the repository,so that they are available to all users who connect to the repository.

To move existing reports from the file system into the repository, use the Import function.

To import views, display the Office Plus Report Catalog.

If the Report Catalog pane is not visible, click Report Catalog on the Panes tool bar.

To import views to the repository select a folder from the Global Reports branch. Right-click thefolder and select Import.

Note: Here you can import views and Excel reports from any directory. You can import several reportsat a time. The views become available in the Report Catalog.

Formula SheetsAll MIS Alea formulas are supported by Infor BI Office Plus.

You can open Formula Reports using Microsoft Office Excel. We recommend that you move all formulareports to the Local Reports directory or import them into the repository. This way all Alea Ad-hocReports, formula reports and MIS Plain Ad-Hoc reports are available within the Report Catalog panein the Open Report dialog boxes.

Alea Formula reports can use the old server syntax, Local/Genesis, and the new alias names.

COM APIThe Alea COM API is supported by Office Plus. Macros that were created with Alea Excel Integrationwill also work in Office Plus. In certain cases adjustments might be necessary.

Removed featuresWhen we decided to integrate MIS Alea Excel Integration and MIS Plain, we wanted to retain all theirfunctionality and so make Office Plus familiar to users of either product.

However, some features had to be removed, or were replaced by different behavior:

• User levelsThe user levels Beginner, Intermediate and Professional no longer exist. The user interface usesthe user's permissions to determine which functions are enabled.

• Default views



When you saved a view with the same name as a cube, this view was the default view for that cube.You can save a default ad-hoc report per cube. The setting is stored globally in the repository andcan only be changed by users with administrative rights to the Project.Default views are supported only by Ad-hoc reports.

• Send view per emailThe new concept of local and global reports means that it is no longer possible to send reportsdirectly by email. Instead, you must first export the report and then attach it to an email.

Migration from MIS Plain 1.2MIS Plain 1.2 views can be converted for use with Infor BI Office Plus. In Office Plus you cannot openPlain 1.2 views directly using Microsoft Office Excel.

Importing MIS Plain 1.2 ViewsMIS Plain 1.2 views are converted to Office Plus ad-hoc reports during import.

In Report Catalog pane, right-click the target folder in which you want to import the reports, and selectImport.

If the Report Catalog is not displayed, click Report Catalog on the Panes tool bar.

You can select several reports at a time and import them to the folder.

Note: You can only import views if a compatible database alias name is given. For example, when youimport a view that was created on LOCAL/Genesis, you need an alias that points to a Genesis database.

The Plain excel functions are still fully supported, so Plain 1.2 Excel sheets need not be converted.You can still open Plain 1.2 Excel reports from the file system or you can import them to the repositoryto provide centralized access to the reports.

Formula ReportsPlain 1.2 Formula reports are fully supported by Infor BI Office Plus. No conversion is required.

It is still possible to open Formula Reports using Microsoft Office Excel. We recommend that you moveall formula reports to the Local Reports directory or to import them into the repository. The formulareports then will be available within the Report Catalog pane in the Open Report dialogs.

Plain Formula reports can use the old server syntax (Local/Genesis) and the new alias names.



Differences between Plain 1.2 and Infor BI Office Plus 10.1.nPlain 1.2 Formula reports are fully supported by Infor BI Office Plus. No conversion is required.

You can still open Formula Reports by using Microsoft Office Excel. We recommend that you move allformula reports to the Local Reports directory or to import them into the repository. The formula reportsthen will be available within the Report Catalog pane in the Open Report dialogs.

Plain Formula reports can use the old server syntax, Local/Genesis, and the new alias names.

Filter on AxisSome functions work differently in Office Plus from in Plain 1.2. Some functions moved to other places,and some functions are no longer supported. This chapter lists the differences between Plain 1.2 viewsand Office Plus Ad-hoc reports.

Cascading FiltersIn Plain 1.2, filters could be listed in a specified order, without applying operators to the filters. This iswhat we called cascading filters. Internally the filters would be combined using an AND operator. InOffice Plus you always have to use operators if you want to combine filters. You will find that, duringconversion, cascading filters will be filed under an AND operator in the Filter window of the List Designer.

Top Count FilterIn Plain 1.2 you could use filters to filter the top or bottom elements of a dimension. Those functionshave been moved to the Sorting window of the List Designer. For example, a Top 10 filter will beconverted to a Sort with a Cut-Off Type of Top Count and a Cut-off value of 10.

Null suppressionIn Plain 1.2 you could use null suppression on dimensions and on axes of a view. When you used nullsuppression on a dimension, internally a value filter was created. In Office Plus you can use nullsuppression only on the axes of an Ad-hoc Report. When converting a Plain 1.2 view, the nullsuppression of dimensions will be converted to value filters that exclude empty cells.

NonEmptyCrossjoinWhen using null suppression on axes with nested dimensions, two methods are available for the nullsuppression:

• Using the NonEmptyCrossjoin methodThis method excludes the calculated elements from the axis and executes the null suppression onthe remaining dimension elements. This method is fast.



• Without using NonEmptyCrossjoinThis method includes calculated elements. All calculated elements are calculated before the NullSuppression is executed. This will take longer.

In Plain 1.2 you could configure the NonEmptyCrossjoin for each axis of a view separately. In OfficePlus this option is available as a global setting in the Options dialog on the Calculation tab.

Migration from MIS Plain 5 or Office Plus 10.0This section describes the migration from MIS Plain 5 or Office Plus 10.0.

Ad-Hoc ReportsMIS Plain 5 and Office Plus 10.1 ad-Hoc reports are fully supported by Office Plus once the Plain 5repository is converted with the conversion wizard.

See "Office Plus Conversion Wizard" on page 122.

Using Office Plus Ad-hoc Reports in Version 10.1The navigation behavior is improved in Office Plus version 10.1, compared to MIS Plain 5.1 and OfficePlus 10.0. The List Designer selections and the navigation in the ad-hoc report itself now work together.All elements selected in the List Designer’s Structure Selection are shown in the ad-hoc report,immediately. When double-clicking an element in the ad-hoc report, the list selection is extended toshow the children of that element.

This means that the default list structure has changed:

Instead of starting with the whole dimension on the axes, and expanding the given elements of the listin the ad-hoc report, we now start with the top level of the dimension. With each double-click or drill-downaction, we extend the list definition to show the required elements.

When converting Office Plus 10.0 ad-hoc reports to 10.1 ad-hoc reports, you will see the same elementsin the converted ad-hoc report as in the old one.

Formula ReportsMIS Plain 5 and Office Plus 10.0 Formula Reports are fully supported by Office Plus 10.1. No conversionis necessary.



It is possible to open Formula Reports using Microsoft Office Excel. We recommend that you move allformula reports to the Local Reports directory or to import them to the repository. The formula reportswill then be available within the Report Catalog pane and in the Open Report dialog.

Plain Formula reports can use the old server syntax ("Local/Genesis") and the new alias names.

Repository ConversionThe upgrade of MIS Plain 5.n repositories to Infor BI Office Plus 10 repositories is done by the OfficePlus Repository Conversion Wizard.

Note: We recommend that you back up your repository database before you start the migration. Arepository that has been updated to Office Plus 10 can no longer be used with older versions of MISPlain and Office Plus.

Update Database SchemaThe Conversion Wizard automatically starts the repository update script to update the database schema.

While connecting to the repository, the wizard recognizes if the repository has the latest databasescheme and automatically starts an update if required.

Check-in all objectsThe Conversion Wizard can only run successfully when all objects are checked-in to the repository.After the update of the database schema the wizard checks for checked-out objects and offers to checkthem in.

Checked-out objects can also be checked in from within the Repository Administration, too:

Right-click a connected repository and select All Tasks > Pending Operations.

In the Pending Operations dialog you can see if any actions have not been finished and which userchecked-out which objects. Select all items and click the green check mark to accept all changes andcheck in the objects.

You can undo check-out. This will result in you losing all changes to the last check-in. If the repositoryis large, checking everything in can take a few minutes.

Office Plus Conversion WizardStart the conversion wizard via Start > All Programs > Infor Business Intelligence > Office PlusRepository Conversion Wizard.

In the first dialog you select the language for the wizard. In the next dialog box you select the versionof the repository to convert. It is important to select the correct version, otherwise the conversion willfail.



In the next dialog select the repository to convert and log on as administrator. You require administrationrights to convert the repository.

If you get an error message stating that you cannot log on, the reason can be that your server is notconfigured correctly or not running. Bear in mind that this logon process is the same as the one to logon to the administration console.

If the selected repository’s database schema is outdated the wizard will prompt you to start the updatescript.

See "Update Database Schema" on page 122.

Select the project you want to convert and click Next. The project is converted. The process can takea few minutes.

If there are objects checked-out in the repository, the wizard will ask you to check in all objects. If youdo not check in all objects the wizard will stop. Go to Repository Administration and open the PendingOperations dialog box to see which objects are checked out.

See "Check-in all objects" on page 122.

Connection to Microsoft Analysis ServicesUpdating your Microsoft Analysis Services (AS) also requires that the correct client providers areinstalled on all clients (Office Plus, Application Studio Windows client). We recommend that you alwaysinstall the latest version of the Analysis Services client provider.

In versions prior to 10.1.5 administrators could choose from these provider versions:

• Microsoft Analysis Services 8.0• Microsoft Analysis Services 9.0

But in since version 10.1.5, you select the required provider version on the Advanced tab of the EditDatabase Alias dialog. There you can choose from these provider versions in the Specific providerversion field:

• Automatic

When you select this setting, Office Plus/ Application Studio automatically selects the latest version ofthe provider which is installed on the machine.

The client providers themselves are backwards compatible: for example, you can connect to AnalysisServices 2005 using client provider version 10.

• Analysis Services 2008

The client provider version 10

We recommend selecting ‘Automatic’ provider version selection. Office Plus and Application Studiowill automatically detect the latest installed client provider version and use it to connect to AnalysisServices.



Note: If you create an Analysis Services database alias in Office Plus 10.1.5+ and then try to connectto it from an Office Plus 10.1.4 or older client, the connection will fail. To avoid this issue, recreate thedatabase alias from the older client and specify the correct provider version.

Connecting to CPM databasesThe behavior of the write back functionality with regard to CPM Relational databases changed in InforBI 10.3. Since then, write back to CPM databases has been enabled by default.

After the installation of Office Plus 10.1.6 Patch 213, it was, by default, not possible to write back valuesto CPM Relational.

In earlier 10.1.x releases, writing back to databases was not restricted.

From release 10.3, you can limit the writing back of data. This is done in the repository using a parameterintroduced in release 10.3. The default setting since 10.3.2 is Writeback=enabled. If you use CPMRelational, you can switch the setting to writeback = disabled.

To switch the repository setting:

1 Open Infor BI Repository Administration .2 Select the repository.3 Select Settings > General > Writeback.4 In the Value field, specify Disabled.

Connecting to OLAP ServerWith release 10.3, the XMLA Service installation and configuration and client connections were simplifiedand the XMLA service was integrated into the OLAP Server. OLAP Server launches the integratedXMLA Service automatically and the connection to OLAP Server is established through URL.

To migrate to the OLAP XMLA provider:

1 Open the Edit Database Alias dialog box.2 Specify XMLA in the Driver field.

Note: You must remove a previous XMLA service from IIS.

3 On the Advanced tab, set Accept self-signed certificates to true if you want to use a securedconnection and if you use no other signed certificate.XMLA connection to OLAP Server supports a certified connection using https. To ensure that theOLAP Server can be accessed by a client, a valid certificate must be available on the machine.Setup creates a 'self-signed' certificate for the target machine during the installation.

Note: The certificates (olap_root.pem, olap_server.pem) are saved in this folder: ..\OLAP\certificates



4 Select the database again from the drop-down combo box.



5Infor BI Designer

Designer should only be used with the matching release version of other products such as ApplicationStudio or OLAP Server.

Update Designer with analytics database on OracleBefore updating the Designer, be sure to save all business units in a DBF file. This operation must bedone with the old version of the Designer before updating the system with Designer 10.3. Becausethe complete bridge metadata storage will be dropped and recreated, an analytics database on Oraclewill lose all configured information

Import and Export of source configurations files (BDF files)To upgrade Designer to the latest version, both the source configuration and Designer database mustbe updated. Update the source configuration with the Designer. After the update, open the sourceconfiguration. This applies further updates to the source configuration and updates the Designerdatabase. You cannot import BDF files from previous versions.

Migration for analytics databaseDue to changes in multiple hierarchies, the separation of the analytics database (PSA and TSA tables)is no longer supported. Designer 10.1.3 and higher provides automatic migration for all PSA and TSAtables but not for the historical processed data. To keep all the information about processed data loadsand structure updates, backup all PROC tables in the analytics database before updating with Designer10.1.4 or higher. To start the migration, start the Designer and follow the update instructions. Go tothe source configuration to run the automatic update.

Multiple issues relating to tblSystemTableFieldsContact Support if database schema validation highlights multiple critical issues relating totblSystemTableFields. Rarely, this can occur if the Designer database was created with the DesignerInitial Script (Designer_InitialScript_ss2k.sql) and has been customized. After analysis of the database,Support can resolve the reported issues with a schema update script.



Infor BI Designer

6Infor BI Q&A

This chapter provides information on the process of migrating from Q&A to Infor BI Q&A.

As Infor BI Q&A is a new product there is no migration or upgrade of the software from Q&A. Both theclient and the server must have a new install of Infor BI Q&A. However if you are using Evolve 1.2 youcan simply allow the software to automatically run the upgrade procedures.

Upgrading from Evolve 1.2Before you upgrade from Evolve 1.2 to Infor BI Q&A, you should make note of these changes:

1 The DataLink URL has now changed from http://servername:port/Infor.QAA.Evolve tohttp://servername:port/Infor.DataLink

2 The default centralized Database name has change from Evolve to DataLink.3 The default site has changed from Infor.QAA.Evolve to Infor.DataLink4 The default Application Pool has changed from Infor.QAA.Evolve to Infor.DataLink5 The default installtion folders are:

a Server components: C:\Program Files (x86)\Infor\BI\DataLink Serverb Client components: C:\Program Files (x86)\Infor\BI\Query and Analysis

FAQsThis section provides all you need to know when migrating to Infor BI Q&A.

If you have a question which is not covered here, then contact Infor Customer Support.

What does the migration tool do?The DataLink Server Configuration Migration Utility takes your Q&A formula and converts it to a formulacompatible with Infor BI Q&A.


What formulas does it convert?It converts these formulas:

• Summary Links formulas.• Reference Links formulas.• Summary Reports formulas (internal definitions).• Details Reports formulas (internal definitions).

Are my reports altered?The migration does not alter your standard Office Excel formulas, nor does it affect any referencescontained within your standard Office Excel formulas.

What items are not converted over?The Excel Migration wizard converts reports over to Infor BI Q&A. However, there may be certaincustom formulas which need to be manually recreated. Items that are not converted over are highlightedin the Migration Log file. Hierarchies will not be converted over from Q&A to Infor BI Q&A.

Note: For Summary and Detail reports, any external definitions need to be saved as internal definitionsbefore proceeding. If you have setup external definitions in Q&A , then you need to open the queryand replace the external definition with an internal definition before saving and upgrading the report.

Which definitions will not be converted over?Any Data Send Definitions which have a dependency on external DLLs which will not be supported byInfor BI Q&A. Therefore, any Data Sends such as the non SSC Ledger Import will not be supported inInfor BI Q&A. Any attempt to convert the internal definition will result in error messages.

Can I have both clients installed on the same machine?As Q&A and Infor BI Q&A are two separate applications, both applications can be installed and run onthe same client machine.

Each install contains its own installation folder and therefore if there are server components of Q&AServices and Datalinks, these are not shared.

Can I use Q&A and Infor BI Q&A Excel Addins together?Both Addins can be used on the same client machine with compatible versions of Microsoft Office.

You can log into both versions of Q&A at the same time and create appropriate reports. Q&A and InforBI Q&A will create separate query formulas preventing the formulas from clashing.

Deployed alongside the Evolve Client is the Infor.QAA.EvolvePluginChecker plugin checker toensure safe loading and unloading of the Addin for single and multiple users per machine.


Infor BI Q&A

Data Send to SunSystems SSCSpecific to SunSystems Users, Data Send to SunSystems SSC no longer requires User Manager tobe installed on the Client.

After your SSC Location has been defined in the agora.bridge.config file within the client installationfolder, you will be able to use Data Send to push data to SunSystems via SSC.

<add key="SSCUrl" value="http://SSCSeverName:8080/connect/soap/"></add>

The perquisite is that you create a user in SunSystems User Manager with the appropriate permissionsto SSC and map your Q&A User ID to a valid SunSystems Profile in DataLink Server Setup:

When carrying out the Data Send, ensure you use the same User ID and password as set in UserManager are entered when prompted for SSC credentials in Q&A.

Should you have any errors in the Data Send, refer to the SSC Log files.


Infor BI Q&A


Infor BI Q&A

7Updating Authentication Systems

The repository uses authentication systems to be able to integrate users and groups from non- InforBI authentication systems and support the single-sign-on method.

These are the supported authentication systems and types:

• Windows• Infor CPM Applications• Infor Federation Services• Infor SSO• LDAP• OA Framework

Note: Not all products support all authentication systems.

When updating your model to a new Infor BI version you must also upgrade the registered authenticationsystem.

To update the authentication types in Infor BI Repository Administration:

1 Connect to the repository.2 Expand to the User Management item.3 Right-click User Management item and select Authentication Systems.

In the Authentication Types dialog box you can see the registered authentication systems.The Version column shows which version of the authentication provider is used.

4 To update an authentication system, select the system and click Properties.5 Remember the current authentication system settings (connection string).6 Click Update.

The Register dialog box is displayed. In this file browser, you can navigate to the requiredauthentication dll.



Updating Authentication Systems

8Database Aliases on Infor CPMApplications Relational Datasources

Creating and storing Infor CPM Applications Relational database aliases has changed with version10.1. SP 3. These changes affect Application Studio and Office Plus. After updating your installationfrom version 10.n to 10.1.3 or higher, you must manually adjust all database aliases that point to aCPM relational data source.

1 Show the database structure.2 Right-click the CPM Relational alias and select Edit.3 Go to the User Defined Properties field in the last tab.4 In previous versions, the URL, which connects the alias to the CPM Relational datasource, had to

be entered in this field. For example, dwebserviceurl=http://servername/comshareweb/services/dwebservice/dwebservice.asmx;Datasource=INFORPM;uname=***;pw=***;localcsclient=false;

5 Clear the URL from the User Defined Properties field.

Note: Do not delete any other properties from the field.

6 Click the first tab.7 Enter the name of the Deciweb server in the Server field.8 Select a data source (database) in the combobox database.9 Click Test Connection to verify your settings.10 Click OK to save the changes.



Database Aliases on Infor CPM Applications Relational Datasources

9Database Aliases on Microsoft AnalysisServices

Updating your Microsoft Analysis Services (AS) server requires that the correct client providers areinstalled on all clients (Office Plus, Application Studio Windows client). We recommend that you alwaysinstall the latest version of Microsoft Analysis Services client provider.

In versions prior to 10.1.5, administrators could choose from these provider versions:

• Microsoft Analysis Services 8.0• Microsoft Analysis Services 9.0

From 10.1.5, you select the required provider version on the Advanced tab of the Edit Database Aliasdialog. There you can choose from these provider versions in the specific provider version field:

• AutomaticWhen you select this setting, Office Plus/Application Studio automatically selects the latest versionof the provider which is installed on the machine.The client providers themselves are backwards compatible: for example, you can connect to AS2005 using client provider version 10.

• AS 2008The client provider version 10We recommend selecting Automatic provider version selection. Office Plus and Application Studiowill automatically detect the latest installed client provider version and use it to connect to AnalysisServices.

Note: If you create an Analysis Services database alias in Office Plus 10.1.5+, and then try toconnect to it from an Application Studio 10.1.4 or older client, the connection will fail. To avoid thisissue, recreate the database alias from the older client and specify the correct provider version.

Two settings, Client Cache Size and Default Isolation Mode have been removed in Infor BI. If youuse them in Analysis Services database aliases, specify them within the connection strings of thealiases.See the Analysis Services documentation for information about how to specify provider-specificsettings.



Database Aliases on Microsoft Analysis Services

Part IIIInfor BI silent installation

Instead of installing Infor BI components by running setup.exe you can also perform a "silent setup"in which the components are installed without a user interface or any end-user intervention.

The setup is called from the Command Prompt. Silent setup cannot install all Infor BI applications fromone setup. Instead, a silent setup must call the single setups provided for each Infor BI application.

See the InstallShield 2012 (version 18, SP1) help for further information.



Infor BI silent installation

1Setting up the products

This section describes setting up the products.

Calling the default setupSetup.exe /w/s/v"/qn INSTALLDIR=D:\Destination"

Call with parametersSetup.exe /w /s /L1033 /v" /qn /L*v c:\temp\log_setup.txt ADDLOCAL=\"ALL\"DATA=\"c:\temp\data\" INSTALLDIR=\"c:\temp\bin\" "

Available parametersLanguage of setup/L1033

/LLCID Transfer of LanguageCode ID to MsiExec.exeValid parameters:1031: German

1033: English (Default)

Install-Log/l*v c:\client\log_setup.txt

Activate SetupLog, here Verbose (v)

Adding featuresADDLOCAL=\"f_Alea\"


Features must be separated by commas, subfeatures are placed behind superordinate features(f_Common,f_Alea,fa_snapin)

Removing all featuresREMOVE=ALL

Further ParametersDATA=c:\temp\data: DB-Root (Tutor OLAP only)

INSTALLDIR=c:\temp\bin: Program Path

INSTALLDIR64=\"D:\Program Files\Infor\BI\OLAP\bin64\": Program Path (64-bitonly)

Use INSTALLDIR64 with these setups:

• Infor BI OLAP Server (64-bit): Setup_OLAP_64bit.exe• Infor BI Office Plus (64-bit) for 64-bit Microsoft Office Excel:

Setup_Office_Plus_Win64bit_Excel64bit.exe

You can set more default InstallShield parameters. See the InstallShield help for further information.

Available featuresThe available setup/installer features for each product are listed.

For each product, one feature is described in the Comments column as the Main Feature. Each mainfeature installs product-related documentation and creates a link to the Infor Xtreme Support portal athttp://www.infor.com/inforxtreme

Note: Feature names are case-sensitive.

Infor BI OLAP Server setupCommentOLAP Server setup

All Infor BI OLAP Server features for BI Classicand BI Services.

ALL

Note: The ALL property installs all features for both BI Classic and BI Services. To install only BI Classicfeatures, replace ALL with these parameters:

ADDLOCAL=\"f_Tools,f_COS,fc_sdk,f_COS_RegService,f_Alea,fa_core,fa_snapin,f_Alea64,fa_core64\" REMOVE=\"f_CloudAlea,fca_ServiceConfigTool,fca_Alea64,fca_Core\"

CommentBI Classic

Common and required features.f_Common


Setting up the products


CommentBI Classic

Infor BI OLAP Server main feature.f_Alea

OLAP Server (64bit).f_Alea64

OLAP Administration.fa_snapin

Client core components including VBA and Soft-ware Development Kit (SDK).

fa_core

Client core components (64bit). Required sub-feature of fa_core.

fa_core64

CommentBI Services

OLAP. BI Services main feature.f_CloudAlea

Service Expert. Required feature.fca_ServiceConfigTool

OLAP Server (64bit).fca_Alea64

Client core components 32bit and 64bit.fca_core

CommentTools/Repository Part

Tools root feature.f_Tools

Infor BI Repository Administration main feature.f_COS

Software Development Kit.fc_sdk

Infor BI Repository Registration Service main fea-ture.

f_COS_RegService

Infor BI Office Plus for Microsoft Office Excel setupCommentOffice Plus setup

All Infor BI Office Plus featuresALL

Infor BI Office Plus main feature - including arepository conversion tool.

f_OfficePlus

Required featurefop_x86

OLAP Excel Integrationfop_OLAP_Modeling

OLAP Splasherfop_Splasher




Tools root featuref_Tools

Infor BI Repository Administrationmain featuref_COS

Software Development Kitfc_sdk

Infor BI Repository Registration Service main fea-ture

f_COS_RegService

Infor BI Designer setupCommentDesigner setup

All Infor BI Designer featuresALL

Infor BI Designer main featuref_Artisan

Designer required featurefart_Artisan

Infor BI Application Studio setupCommentApplication Studio setup

All Infor BI Application Studio featuresALL

Infor BI Application Studio main featuref_onVision

Application Studio required featurefv_onVision_win

Application Studio Scheduler (service for unattend-ed report delivery)

fv_Scheduler

Application Studio WebServicesfv_onVision_web


Tools root featuref_Tools

Infor BI Repository Administration main featuref_COS

Software Development Kitfc_sdk

Infor BI Repository Registration Service main fea-ture

f_COS_RegService



Infor BI DataLink Server Silent SetupThis appendix describes how you can automate the installation of the Infor BI DataLink Server andInfor BI Q&A.

All silent installations follow the same process:

1 For (un)installs which have a UI that is required to provide installation parameters that can vary, atext file containing the required responses to use must be edited. These are called response filesand have the extension .iss. The installation media contains template response files for eachsupported automated (un)install type. Required edits are in the following sections. Save (or clone)the response file corresponding to the action that requires automation as setup.iss in a newfolder on the target machine.

2 Copy the relevant installation folder from the installation media for the product into the same folderas the setup.iss file. This will result in a folder with setup.exe and setup.iss (and an optionalISSetupPrerequisites subfolder)

3 The installation is then automated by running this command:Setup /s

Infor BI DataLink Server SetupThe Infor BI DataLink Server (DataLink Server) installation requires several values to be providedduring installation and therefore the response file specified above must be opened in a text editor andthese installation parameters specified.

The response file is located in \..\Infor BI DataLink Server\ServerInstall.iss .

This is the template response file:

[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-DlgOrder]Dlg0={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdWelcome-0Count=6Dlg1={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SetupType2-0Dlg2={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-AppPoolSettings-0Dlg3={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SQLServerSelectLogin-0Dlg4={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdStartCopy2-0Dlg5={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdFinish-0[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdWelcome-0]Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SetupType2-0]Result=304[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-AppPoolSettings-0]Account=<Domain>\<user>Password=<Password>[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SQLServerSelectLogin-0]szUser=' 'szPass=' 'szServer=(local)



szDB=DataLinkszAuthen=1Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdStartCopy2-0]Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdFinish-0]Result=1bOpt1=0bOpt2=0

Make these edits to the file:

• Account=<Domain>\<user>: Modify this entry to be the required identity Windows account ofthe Application Pool for Infor BI DataLink Server

• Password=<Password>: Modify this entry to be the password of the Windows account enteredfor the Application Pool above

• szUser=' ': If using SQL Server authentication for the Infor BI DataLink Server database, thensubstitute the SQL Server login name between the single quotes (for example, szUser=’sa’)

• szPass=' ': If using SQL Server authentication for the Infor BI DataLink Server database, thensubstitute the password for the SQL Server login above between the single quotes (for example,szPass=’password’)

• szServer=(local): Modify this entry to be the SQL Server instance to use for the Infor BI DataLinkServer database. For the default instance on the local machine, the value “(local)” can be used

• szDB=DataLink: Modify this entry to be the database to use for the Infor BI DataLink Serverdatabase. If this database does not exist, then it will be created by the installation

• szAuthen=1: If using SQL Server authentication, then set this value to 0 (that is, szAuthen=0)

This is an example for DataLink Server using Windows Authentication:

[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-DlgOrder]Dlg0={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdWelcome-0Count=6Dlg1={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SetupType2-0Dlg2={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-AppPoolSettings-0Dlg3={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SQLServerSelectLogin-0Dlg4={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdStartCopy2-0Dlg5={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdFinish-0[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdWelcome-0]Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SetupType2-0]Result=304[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-AppPoolSettings-0]Account=Corp\DataLinkPassword=DataLinkPassword[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SQLServerSelectLogin-0]szUser=' 'szPass=' 'szServer=(local)szDB=DataLink



szAuthen=1Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdStartCopy2-0]Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdFinish-0]Result=1bOpt1=0bOpt2=0

This is an example for DataLink Server using SQL Server Authentication:

[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-DlgOrder]Dlg0={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdWelcome-0Count=6Dlg1={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SetupType2-0Dlg2={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-AppPoolSettings-0Dlg3={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SQLServerSelectLogin-0Dlg4={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdStartCopy2-0Dlg5={A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdFinish-0[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdWelcome-0]Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SetupType2-0]Result=304[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-AppPoolSettings-0]Account=Corp\DataLinkPassword=DataLinkPassword[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SQLServerSelectLogin-0]szUser='sa'szPass='saPassword'szServer=(local)szDB=DataLinkszAuthen=0Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdStartCopy2-0]Result=1[{A3CCC2DD-B0A7-4047-B166-99802BA8D081}-SdFinish-0]Result=1bOpt1=0bOpt2=0

Infor BI Q&A setupThe Infor BI Q&A installation require a single values during installation (that is, the location of the InforBI DataLink Server) and therefore the response file specified above must be opened in a text editorand this parameter specified.

The response file is located in \..\Infor BI Q&A\ClientInstall_DataLinkServer.iss .



This is the template response file:

[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-DlgOrder]Dlg0={9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdWelcomeMaint-0Count=3Dlg1={9D25AE71-0838-45CB-976B-FC1A46AF8872}-MessageBox-0Dlg2={9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdFinish-0Dlg3={9D25AE71-0838-45CB-976B-FC1A46AF8872}-MessageBox-0Dlg4={9D25AE71-0838-45CB-976B-FC1A46AF8872}-HelpLocationDialog-0Dlg5={9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdStartCopy2-0Dlg6={9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdFinish-0[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdWelcome-0]Result=1[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-AskOptions-0]Result=1Sel-0=1Sel-1=0Sel-2=0[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-ConnectionModeDialog-0]Result=1IsRemote=1ConnectionMode=ClassicHostAddress=localhostCloudProfileLocation=NotApplicableFarmProfileLocation=NotApplicable[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-MessageBox-0]Result=6[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-HelpLocationDialog-0]HelpAddress=http://docs.infor.com/[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdStartCopy2-0]Result=1[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdFinish-0]Result=1bOpt1=0bOpt2=0[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-SprintfBox-0]Result=6[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdSetupCompleteError-12060]Result=1[{9D25AE71-0838-45CB-976B-FC1A46AF8872}-SdWelcomeMaint-0]Result=303

Modify HostAddress=localhost to be the server and port on which the Infor BI DataLink Server isinstalled. For example:

• "DataLinkServer” (Infor BI DataLink Server is installed on a machine called “DataLinkServer” on thedefault http port (80))

• "DataLinkServer:8080” (Infor BI DataLink Server has been installed onto a non-default http port8080)

• "https://DataLinkServer” (Infor BI DataLink Server has been configured for SSL communication)



• "https://DataLinkServer:564” (Infor BI DataLink Server has been configured for SSL communicationon a non-default SSL port)

Silently Uninstalling Infor BI Q&AInfor BI Q&A requires no parameters for uninstallation. Therefore, the response file specified can beused directly without modification.

The response file is located in \..\Infor BI Q&A\ClientUninstall.iss.



2Setting up content

This section describes setting up content.

Calling the default setupsetup.exe /s /f2"contentsetup.log" /v"/qn /lemo! contentsetupmsi.log

Note: The log file specified in this call contains only standard setup processes, and details of any errorsthat occur. The content-specific log file is Content.log which is in the Temp folder of the user wholaunches the setup.

ADDLOCALUse the ADDLOCAL property to specify which features are installed.

In the Content.ini file of a content setup, each feature which can be installed is assigned a modelnumber. The models and their numbers are listed in the ModelSelection section of Content.ini. Forexample, the Content.ini for Infor BI Samples contains:

[ModelSelection]Model1=Best Practices TemplatesModel2=OLAP TutorModel3=OLAP Tutor German Add-OnModel4=OLAP Tutor French Add-OnModel5=OLAP Tutor Spanish Add-OnModel6=OLAP Tutor Czech Add-OnModel7=OLAP Tutor Chinese Add-OnModel8=OLAP Tutor Japanese Add-OnModel9=OLAP Tutor Event Agent Add-On

To install all features, specify ADDLOCAL="ALL". To install a selection of features, specify the modelsto install, separated by commas. For example: ADDLOCAL="fcont_Model1, fcont_Model9"


DatabaseThis table describes the setup/installer features:

CommentFeature

1=SQL 2=Oracle. For example: DATABASE_SERVER_TYPE="1"

DATABASE_SERVER_TYPE

SQL Server Name / Oracle Service Name. Forexample: IS_SQLSERVER_SERVER="MySQLServerName"

IS_SQL_SERVER_SERVER

User name. For example: DEMO_DB_LOGIN="sa"DEMO_DB_LOGIN

User password. For example: DEMO_DB_PASS-WORD ="Secret123"

DEMO_DB_PASSWORD

For Oracle installation only. The Oracle databaseschema user.

ORACLE_DATABASE_USER

For Oracle installation only. The password of theOracle database schema user.

ORACLE_DATABASE_PASSWORD

Note: Feature names are case sensitive.

OLAP aliasThis table describes the setup/installer features:

CommentFeature

Server name.ALIASOLAPDATABASESERVER


Relational aliasThis table describes the setup/installer features:

CommentFeature

Type of database server. 1=SQLServer, 2=Oracle,3=DB2

DATABASE_SERVER_TYPE_A


Setting up content

CommentFeature

For SQL Server configuration only. SQLServerdatabase name.

REPALIASRELATIONAL_DBNAME

For DB2 configuration only. DB2 driver nameREPALIASRELATIONAL_OLEDB_DB32

Name of relational database serverALIASRELATIONAL_DATABASESERVER

User name to access the relational databaseALIASRELATIONAL_AUTHUSER

User password to access the relational databaseALIASRELATIONAL_AUTHPWD


Script executionThis table describes the setup/installer features:

CommentFeature

Type of server. 1=SQLServer, 2=Oracle.DATABASE_SERVER_TYPE_B

Name of database serverSCRIPTEXECUTION_DBSERVER

UsernameSCRIPTEXECUTION_USERNAME

User passwordSCRIPTEXECUTION_USERPWD

Database nameSCRIPTEXECUTION_DBNAME


WebServicesWebServices are fully configured through Content.ini, but you must specify the Web Configurationtype.

Open Content.ini and specify WebConfigurationType="Unattended".


Setting up content

Copy filesYou might need to distribute files, such as documentation. To distribute files through a silent setuprequires changes to Content.ini and Content.zip.

In the Content.ini file of a content setup, each feature which can be installed is assigned a modelnumber. The models and their numbers are listed in the ModelSelection section of Content.ini.

To specify files to be distributed, Content.ini must contain a Model for the files to be distributed.For example: Model4=Files for distribution.

Content.zip must contain the files to be distributed, in a specific folder structure. The name of theroot folder of the structure must be Modeln, where n is the number of the relevant model in Content.ini.The name of the first subfolder of the structure must be AdditionalFiles, for example, Model4\AdditionalFiles.

The content of any folders below the AdditionalFiles folder will be copied to the default installation path.For Infor BI, this is Program Files\Infor\BI.

For example, if Content.zip contains the folder structure Model4\AdditionalFiles\MyProduct\Documentation\HelpFile.txt, then setup installs HelpFile.txt to Program Files\Infor\BI\MyProduct\Documentation.

Alias Parameters_BPADecisionThis table describes the setup/installer features:

CommentFeature

Decision Web Server nameALIASDECISIONWEBSERVER

Decision Data sourceALIASDECISIONDATASOURCE

DatabaseALIASDECISIONDATABASE


Decision Views DatabaseThis table describes the setup/installer features:

CommentFeature

1/0 Use the &SQL Native Client Driver for the DSNentry

VIEWS_USE_NATIVE_CLIENT


Setting up content

CommentFeature

Name of the owner (schema owner) of the ad-hocreporting database

VIEWS_DB_OWNER_NAME

Password of the owner of the ad-hoc reportingdatabase

VIEWS_DB_OWNER_PASSWORD

The name of the OLAP database serverVIEWS_OLAP_DB_SERVER


DW5_Demo DatabaseThese features relate to pure local MDF based installations.

Available setup/installer features:


CommentFeature

1/0 - Install DatabaseDEMO_DB_INSTALL

1 Windows Authentication / 2 SQL server Authen-tication

DEMO_DB_CONNECT

SQL Server nameIS_SQLSERVER_LIST

SQL Server User NameDEMO_DB_LOGIN

SQL Server PasswordDEMO_DB_PASSWORD

Infor Federation ServicesThis table describes the setup/installer features:

CommentFeature

URL of Infor Federation Services serverIFSSERVERNAME

User nameIFSUSERNAME

User passwordIFSUSERPASSWORD

1/0 - "Show Users of Group" FlagIFSSHOWUSERS



Setting up content

CELLTOSQLTABLE andCELLTOSQLCONNECTIONSTRINGYou can specify values for:

• CELLTOSQLTABLE• CELLTOSQLCONNECTIONSTRING

for each feature to be installed.

Otherwise, it would be necessary to specify these values directly in the db.ini file.

Each feature that can be installed has a model number. You use the ADDLOCAL parameter to specifywhich features to install.

See "ADDLOCAL" on page 151.

Prefix each with MX_ where X is the model number of the feature to install. For example, if installingModel 1, specify:

M1_CellToSQLTable=AlealogM1_CellToSQLConnectionString=DRIVER={SQL Server}; SERVER=(local); Trusted_Connection=yes; DATABASE=Alealog

Examplesetup.exe /s /f2"contentsetup.log" /v"/qn /lemo! contentsetupmsi.log DATABASE_SERVER_TYPE="1" IS_SQLSERVER_SERVER="MySQLServerName" DEMO_DB_LOGIN="sa" DEMO_DB_PASSWORD="12345xyz" ALIASOLAPDATABASESERVER="MyOLAPDatabaseServer" DATABASE_SERVER_TYPE_A="1" REPALIASRELATIONAL_DBNAME="BI_Rep_BusinessAnalytics" ALIASRELATIONAL_AUTHUSER="sa" ALIASRELATIONAL_DATABASESERVER="MyRelationalDatabaseServer" ALIASRELATIONAL_AUTHPWD="12345xyz" DATABASE_SERVER_TYPE_B="1" SCRIPTEXECUTION_DBSERVER="MyScriptServer" SCRIPTEXECUTION_USERNAME="sa" SCRIPTEXECUTION_USERPWD="12345xyz" SCRIPTEXECUTION_DBNAME="BI_Rep_BusinessAnalytics" ADDLOCAL="ALL"


Setting up content

AManual installation of Infor BI ApplicationStudio WebServices

Application Studio WebServices makes Application Studio reports, hosted on a web server, accessibleto client computers through a web browser. No Infor BI components are required to be installed on theclient computers.

Application Studio WebServices requires Internet Information Services (IIS) on the web server.

See "Required IIS features" on page 21.

You can configure Application Studio WebServices:

• With the installation wizard, during installation of Application Studio• After installation, with the Application Studio WebServices Expert• Manually

We recommend that you use the Installation Wizard or Application Studio WebServices Expert unlesslocal security policies dictate manual installation.

Before you install Application Studio WebServices by any of these methods, you should consider whatthe Application Studio WebServices environment will be. That is, how users will be authorized to connectto Application Studio WebServices, and which business data sources will be used.

Infor BI Application Studio WebServices environmentFor different data sources, different methods can be used for security and connectivity. This chapteris an overview of the most important data sources used by Application Studio. Read this chapter beforeyou configure Application Studio WebServices.








Internet Explorer Enhanced Security ConfigurationEnhanced Security Configuration (ESC) is an additional security layer in Internet explorer that is onlyavailable to Microsoft Windows Server systems.

If you access Application Studio WebServices in Internet Explorer from a Windows Server machine,some features such as mouse-over events in context menus do not work correctly. These effects canbe reduced by, for example, adding 'about:blank' to the list of trusted sites in Internet Explorer. But theycannot be avoided unless you disable ESC.

Note: We do not recommend that you disable ESC. Also, industry best practices recommend that youdo not access web applications from server machines.

Additional Infor BI Application Studio WebServices configurationThis section describes configuring Infor BI Application Studio WebServices.

Connection to Infor BI OLAP ServerOLAP Server supports all the authentication systems which can be used in Infor BI Repository security:

• Infor BI Basic users: Users log on with an Infor BI user name and password.• Basic CPM Applications users: Users log on with an Infor CPM Applications user name and password.• Windows authentication: Users are automatically logged on by the machine user.• LDAP• Other

For Application Studio WebServices to interact with OLAP Server:


Manual installation of Infor BI Application Studio WebServices

• Encryption must be disabled in OLAP Server client and server. The encryption depends on the userand cannot be used with Application Studio WebServices.

• Use Infor BI OLAP Server Service to start OLAP Server servers. Do not start the OLAP Serverserver with the Comm-Manager. The ASWS user cannot launch the Comm-Manager automaticallyor access server instances started by the Comm-Manager.

• Run the OLAP Server server service on the LocalSystem account.• Restart the computer after the installation of Infor BI OLAP Server. Infor BI OLAP Server may reset

the PATH variable. This variable is used by Application Studio WebServices and will not be refreshedwithout restarting the computer. If you did not restart the computer, an error message is displayedin Application Studio WebServices that iCubeOlapALEA3.dll has not been found.

• You can install OLAP-ODBO driver with the OLAP Server client setup. If you do so, messages ofthe installer are shown in the event display when Application Studio WebServices accesses anODBO source, because the registry key HKEY_CURRENT_USER does not exist and the user"ASWS" does not have a profile.

Native OLAP ConnectionThe OLAP native driver is delivered with OLAP Client Core Components.

Web running under Windows authenticationUnder integrated Windows authentication, the Application Studio log-on automatically forwards themachine user to connect to Application Studio.

In Infor BI OLAP Server security, check the access rights for the Windows users who will have access.Also ensure that the domain users have the necessary rights to connect to the Repository and viewthe reports.

When you create database aliases to connect to Infor BI OLAP Server data sources, select Existingconnection as the connection method.

Typically, Microsoft Analysis services and ASWS are on separate machines.

Note: If you use Kerberos authentication, you can configure a trust between the Analysis Server andApplication Studio WebServices, so that Windows authentication can be used. For non-Kerberosenvironments, you must use HTTP to connect from Application Studio WebServices to Microsoft AnalysisServices.See http://technet.microsoft.com/en-us/library/gg492140.aspx for details of how to configure HTTPaccess to SQL Server Analysis Services.

Anonymous webUnder Basic authentication, the application runs under the local ASWS account.

In anonymous mode, the Application Studio WebServicesLog On dialog box supports these methodsof authentication:

• Infor BI users (Application Studio users)• CPM users• LDAP



http://technet.microsoft.com/en-us/library/gg492140.aspx

• Others

The list of available authentication methods depends on the settings in Infor BI Repository security. InInfor BI OLAP Server security, check the access rights of all users who will have access and ensurethat they have rights to connect to the Repository and see the reports.

When you create database aliases to connect to Infor BI OLAP Server data sources, select ExistingConnection as the connection method.

Connection to Infor CPM Applications RelationalInfor CPM Applications Relational supports these authentication systems:

• Windows authentication: Users are automatically logged on by the machine user.• Basic CPM Applications users: Users log on with a CPM Applications user name and password.

Web running under Windows authenticationUnder Windows authentication, logging on to Application Studio automatically forwards the machineuser to connect to Application Studio.

In CPM Applications security, check the access rights for all Windows users who will have access andensure that the domain users have rights to connect to the Repository and view the reports.

When you create database alias connections to CPM Applications data sources, select Windows asthe connection method.

Anonymous webUnder Basic authentication, the web application runs under the local ASWS account.

We recommend that you use basic CPM Applications users, (for example, the "ctrain" user), to connectto Application Studio and to CPM Applications. Check that CPM Applications users are added to theRepository security to provide access to Application Studio reports.

When you create database alias connections to CPM Applications data sources, select ExistingConnection as the connection method.

AuthenticationUsers can connect to Application Studio under a variety of authentication systems.

Basic authenticationIf you configure Application Studio WebServices with the configuration wizard and select Basicauthentication, a local user called ASWS is created with all necessary permissions.



The ASWS user cannot be used to log on to Application Studio over the web but is used internally.ASWS is also used when assigning permissions in DCOM and on the WebServices\Temp folder.

If you configure Application Studio WebServices manually and want to use Basic authentication, youmust create the ASWS user.

See "Creating the ASWS user" on page 162.

Note: Local users have restricted access. They are not a member of any Local Windows group. Theyhave access to only a few specific components. Their password is persistent and does not have to bechanged at first log on.

Windows authenticationIf you configure Application Studio WebServices with the configuration wizard and select Windowsauthentication a user group called ASWS_Group is created. The ASWS_Group is also used whenassigning permissions in DCOM and on the Temp folder.

If you configure Application Studio WebServices manually and want to use Windows authentication,you must create the ASWS_Group.

See "Creating the ASWS_Group" on page 162.

Note: Domain users who will access Application Studio WebServices must be added manually to theWindows group.

Infor Federation ServicesUsers enter their Infor user name and password. If they navigate to Application Studio WebServicesthrough another Infor application, such as Infor Ming.le, they are logged on automatically.

Changed authentication method, Scheduled Tasks, and HTTPSIf you use Application Studio WebServices Expert to change authentication method, the web.configfile is automatically updated. And, if you use HTTP, scheduled tasks continue to work correctly. However,if you also change from HTTP to HTTPS you must select the correct binding in the web.config file.

The web.config file contains binding configurations for the different combinations of authentication andprotocol. For example, 'HTTP with Windows authentication', 'HTTPS with Anonymous (basic)authentication' etc. The unused bindings are commented in web.config.

To use HTTPS:

1 Open web.config. By default, web.config is in Program Files (x86)\Infor\BI\Application Studio\WebServices folder.

2 Locate <service name="Mis.onVision.WebServices.ScheduledTasksService"behaviorConfiguration="ScheduledTasksServiceBehavior">. Below this, the bindingconfigurations are listed.

3 Locate and uncomment the binding configuration you require.



For example, <endpoint address="HTTPS" binding="customBinding" bindingConfiguration="HttpsWithWindowsAuthBinding" contract="Mis.onVision.WebServices.ScheduledTasksService" name="HTTPS" />

4 Comment the HTTP binding configuration.

Creating the ASWS userIf you configure Application Studio WebServices with the Configuration Wizard, and choose Basicauthentication, a local user called ASWS is created. If you configure Application Studio WebServicesmanually, you must create the ASWS user.

The ASWS user requires only restricted permissions and cannot be used to log on to Application StudioASWS is used internally and when assigning permissions in DCOM and on the WebServices\Tempfolder.

Create the ASWS user with these characteristics:

• Password• Password never expires• User cannot change password• Not a member of any group.

Note: If you use anonymous authentication, all Mis.onVision.WebHost.exe instances run with this user.If a database alias in the repository accesses Analysis Server or Infor BI OLAP Server with Windowsauthentication, the ASWS user must have access permission to Analysis Server or Infor BI OLAPServer.

Creating the ASWS_GroupIf you configure Application Studio WebServices with the Configuration Wizard, and choose Windowsauthentication, a group called ASWS_Group is created. If you configure Application Studio WebServicesmanually, you must create the ASWS_Group and grant access to all users in the group who will accessApplication Studio WebServices.

Note: Use this group later when assigning permissions in DCOM and on the "Temp" folder

Restarting IISRestart IIS after these actions:

• Changing the IIS configuration.



• Changing the DCOM configuration.• Changing user permissions.• Changing any access permissions.

Note: IIS requires some time to shut down and restart. Do not interrupt the process, otherwise changescannot be saved.

Creating the web applicationTo create a web application:

1 Run Internet Information Services (IIS) Manager.2 Right-click Default Web Site and select Add Application.

The Add Application dialog box is displayed.

3 Specify the name of the web in the Alias field. For example, WebServices.4 In the Physical Path field, specify the path of your Application Studio WebServices installation.

For a typical installation, specify: Program files (x86)\Infor\BI\Application Studio\WebServices.

5 Select the required application pool.See "Specifying an application pool" on page 165 .

6 Click Connect As and select Application user (pass through authentication).7 Click OK and close the Add Application dialog box.

Enabling ASP.NET impersonationTo configure web authentication:

1 Run Internet Information Services (IIS) Manager.2 Click the WebServices node in the Connections tree.3 Scroll down in the right-hand window and double-click the Authentication.4 Ensure that ASP.NET Impersonation is enabled.

If ASP.NET Impersonation is not enabled, right-click it and select Enable.



DCOM configurationMis.onVision.WebHost.exe is a DCOM (Distributed Common Object Model) component that hasan advanced security concept. You must specify:

• Who is allowed to start the object - Launch permissions.• Who is allowed to access the object - Access permissions.• Who is allowed to configure the object - Configuration permissions.• Under which identity the object runs - Identity.

To configure DCOM:

1 Run dcomcnfg from a command prompt.2 Expand Component Services > Computers > My Computer > DCOM Config.3 Scroll down and select MISOVW Document4 Right-click MISOVW Document and select Properties.5 Click the General tab, select Connect from the Authentication Level list.6 Click Apply.7 Click the Security tab.8 Select Customize in the Launch and Activation Permissions section.9 Click Edit.10 In the Launch Permission dialog box, add the ASWS and Network Service users.11 Grant Local Launch and Local Activation permissions to the ASWS and Network Service users.

The default access permissions are saved in the registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Ole\DefaultLaunchPermission.

Note: If the list of users in the default access permissions is blank, then system users are used. Butthey are not shown in the list. If you add a user to the list, these system users are removed. Systemusers (for example, "Network Service") must be added to the list again. To restore the defaultsettings, remove the registry key.

12 Click the Identity tab.13 Select The launching user.14 Restart IIS.

Defining Default.aspxTo define Default.aspx:

1 Run Internet Information Services (IIS) Manager.2 Click the WebServices website in the Connections tree.3 In the IIS section of the right-hand pane, double-click Default Document.4 If Default.aspx is not already defined, right-click in the Default Document pane and select Add.



Specifying an application poolThere are two types of application pool: Integrated and Classic. The default is Integrated but this typeis not supported by Application Studio WebServices. Application Studio WebServices require the Classicapplication pool with .NET version 4.0.

To specify an application pool:

1 Open the Internet Information Services (IIS) Manager.2 In the Connections pane, expand the server node and click Application Pools.3 On the Application Pools page, in the Actions pane, click Add Application Pool.4 Specify a name for the application pool (for example, aswsAppPool).5 Select the .NET Framework version 4.0.30319.6 Specify Classic as the Managed pipeline mode.7 Click OK.

Assigning an application pool to Infor BI ApplicationStudio WebServicesTo assign an application pool:

1 Run Internet Information Services (IIS) Manager.2 Right-click your WebServices web site in the Connections tree and select Manage Application >

Advanced Settings.3 Click the Application Pool field and browse to the application pool to use.4 Click OK.

Using Basic authenticationFor Basic authentication, create a local user called ASWS.

See "Creating the ASWS user" on page 162.

To use Basic authentication:

1 Open the Internet Information Services (IIS) Manager.2 Select the WebServices website in the Connections tree.3 In the IIS section of the right-hand pane, double-click Authentication.4 Enable Anonymous Authentication.5 Right-click Anonymous Authentication and select Edit.



The Edit Anonymous Authentication Credentials dialog box is displayed.

6 Select Specific user and click Set.7 Specify the ASWS user and password and click OK.

Using Windows authenticationFor Windows authentication, create a group called ASWS_Group.

See "Creating the ASWS_Group" on page 162.

To use Windows authentication:

1 Run Internet Information Services (IIS) Manager.2 Click the WebServices website in the Connections tree.3 In the IIS section of the right-hand pane, double-click Authentication.4 Disable Anonymous Authentication.5 Enable Windows authentication.

Granting Repository access to Windows usersTo grant Repository access to Windows users:

1 Select Start > All Programs > Infor Business Intelligence > Repository Administration.2 Expand Repository Administration > Registrations and connect to the repository which contains

your BI application.3 Expand the Repository registration and select User Management.4 Click the Users and Groups tab.5 Click Add Users and Groups and select Register Windows Users and Groups.

See 'Administering Authentication Systems' in the Repository Administration online help if theRegister Windows Users and Groups option is not available.

6 In the Register Users and Groups dialog, select users and groups from the Available Users andGroups pane.

7 Click the Basic Groups tab and add the users and groups to the appropriate Basic Groups.Alternatively, click the User Management Roles tab and apply roles.See the Repository Administration online help for information about managing users, roles andpermissions.



Supporting export features in IIS 7Application Studio WebServices supports report export to different formats. By default, IIS7 does notsupport the settings required by the export features of Application Studio.

To resolve this:

1 Open ...\Windows\System32\Inetserv\Config\ApplicationHost.config in a texteditor.

2 Change the <RequestFiltering> tag to <RequestFiltering allowDoubleEscaping="true">3 Save the file and restart IIS.

Additional Infor BI Application Studio WebServicesconfigurationThis section describes configuring Infor BI Application Studio WebServices.







Specifying the session time-outSession time-out is the time before the Mis.onVision.WebHost.exe instance is terminated if nouser requests occur.

To specify the session time-out:

1 Open Program files (x86)\Infor\BI\Application Studio\WebServices\Web.config.

2 Locate <sessionState mode=...timeout="20"/>



The default "20" specifies a time-out of 20 minutes.

3 Change the value as necessary.

Specifying the execution time-outExecution time-out is the period of time before a request is canceled when the server does not respond.You can change this setting if report calculation takes too long, due to server overload or complexityof report calculation. The browser will then display an error message. The Mis.onVision.WebHost.exe instance is not terminated and you can continue working on the client browser.

To specify the execution time-out:

1 Open Program files\Infor\BI\Application Studio\WebServices\Web.config.2 After <Configuration> <System.Web> add <httpRuntime executionTimeout="110"/>

The value 110 indicates 110 seconds.

Configuring the port numberTo configure the port number:

1 Run Internet Information Services (IIS) Manager.2 Right-click Default Web Site and select Edit Bindings.3 Click the Web Site tab.4 Specify the port number.5 Click OK.6 To start the web, open a browser and go to http://[server_name]:[port_number]/[web_

alias]..The default port number is 80.

Using multiple Application Studio websSeveral virtual directories can use the same physical path to the Infor BI Application Studio WebServicesinstallation folder. The virtual directories can use different authentication methods. So, for example,you can test different authentication methods on a single Application Studio WebServices installation.



Specifying HTTP compressionHTTP compression compresses the output of applications (HTML pages generated by the ASP pages)to reduce the amount of data transferred by up to a tenth. The NTFS file system is required. Thisincreases server capacity.

To specify HTTP compression:

1 Run Internet Information Services (IIS) Manager.2 Click Default Web Site.3 In the IIS section of the right-hand pane, double-click Compression.4 Select Enable dynamic content compression.

Note: Do not select Enable static content compression because static files will not be generated.

Configuring system resourcesInfor BI Application Studio WebServices starts an instance of Mis.onVision.WebHost.exe for each clientthat connects. Each instance requests system resources. Windows has some restrictions on theseresources.

If you access Application Studio WebServices with Basic authentication the Mis.onVision.WebHost.exeinstances are executed with the same user ("ASWS"). A "Windows Station" is generated by the systemand used for all instances. With a "Windows Station" a "Desktop" is associated that provides theresources.

This is different with Windows Authentication. Here the Mis.onVision.WebHost.exe runs with a differentuser. For each of these users the system provides a proprietary "Windows Station" and "Desktop" thatprovide the resources.

The resources available are restricted by the system. Normally it is 48 MB (20 MB if Terminal Servicesis installed in either Application or Remote Administration mode). The maximum is determined by thesystem.

You can configure the resources per "Windows Station". You can have many "Windows Stations" witha small amount of reserved resources or fewer "Windows Stations" with a large amount of reservedresources. If you are using Basic authentication, the "Windows Station" provides the maximum amountof resources because only one will be used for all instances. If you are using Windows authentication,each "Windows Station" creates as many "Windows Stations" as possible.

This configuration is required:

1 Open the Registry Editor.2 Browse to HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\SessionManager\Sub

Systems.



The string "Windows" has this value:

%SystemRoot%\system32\csrss.exe ObjectDirectory=\Windows SharedSection=512 Windows=On SubSystemType=Windows ServerDll=basesrv,1 ServerDll=winsrv:UserServerDllInitialization,3 ServerDll=winsrv:ConServerDllInitialization,2 ProfileControl=Off MaxRequestThreads=16

"SharedSection" by default, has the value 512. It specifies the number of resources reserved foreach Windows Station used by Application Studio WebServices. In some circumstances is not bethe optimal value. These values are allowed: 128, 256, 384, 512, 768, 1024, 1536, 2048 and 3072.If no value is entered, 3072 is used.Further information is available in Microsoft Knowledge Base article 169321 (INFO: COM ServersActivation and NT Windows Stations) http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B169321.

3 If you are using Anonymous authentication, specify 2048 as the value of SharedSection. Use graphicsin reports sparingly.

4 If you are using Windows authentication, specify 128 as the value of SharedSection.Report resources do not affect the maximum number of Mis.onVision.WebHost instances.

5 Reboot the computer after changing the key. The value applies to the whole system.

Change the ASP-Worker Process time-outIf the maximum number of instances is reached and additional clients try to log on, the ASP-WorkerProcess of IIS can restart. This happens when a client logs on and cannot start Mis.onVision.WebHost.exe due to resource restrictions. It also leaves the browser open. By default, the ASP-WorkerProcess is restarted after 3 minutes and the sessions become invalid.

To change this time limit:

1 Go to c:\Windows\Microsoft.NET\Framework\v4.0.30319\CONFIG.2 In the processModel node, locate responseDeadlockInterval.3 Change the interval value from, for example, 00:03:00 to 24:00:00.



http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B169321

http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B169321

BTutorial: Client-server installation of InforBI Application Studio

The technical prerequisites must be met on the client and the server.

This example describes how to install the minimum components to use Application Studio and thesample database in a client-server environment. Infor BI OLAP Server and the sample database areinstalled on a server and Application Studio is installed on a client.

The OLAP native driver is delivered with OLAP Client Core Components.

This example uses the DVD browser to select and install the components.

Installing the server componentsTo install the required components on the server:

1 Open the DVD browser and select Installation > OLAP Server.2 Click Install.3 Select the language in which to install OLAP Server and click OK.4 Click Next.

The Installation Wizard shows the components that you can install. By default, OLAP is selectedand its subfeatures are displayed.

5 Click Next.6 Click Install.7 When the installation is completed, click Finish.

Installing the sample databasesInfor Business Intelligence is supplied with two sample databases:


• Best Practices Templates• Tutor

Both can be installed on SQL Server or Oracle.

See "Infor BI Samples" on page 67.

To install the sample databases on SQL Server:

1 Open the DVD browser and select Installation > Samples.2 Click Install.3 Click Next.

The sample databases are shown. The Tutor database is available in several languages.

4 Select the databases to install and click Next.5 Select SQL as the server type.6 Specify the name of the machine in the Database Server field, to install the database on.7 Specify the database login ID (for example, sa) and password.8 Click Next.

The specified machine name is displayed.

9 Click Next.10 Click Install.

Configuring the databaseThe database must be configured to enable connections from client computers.

To configure the database:

1 Select Start > All Programs > Infor Business Intelligence > OLAP Administration.2 Select Infor BI OLAP Administration > Computer Configuration > Local Computer >

Best_Practices_Templates_OLAP > Database Settings.3 Specify Automatic as value of the Startup mode option.4 Specify Yes as the value of the Network server option.


Tutorial: Client-server installation of Infor BI Application Studio

CTutorial: Stand-alone installation of InforBI Application Studio

The Infor BI prerequisites must be installed before you install Infor BI Application Studio.

This example describes the installation of the minimum components to run Application Studio and thesample database in a stand-alone environment. Application StudioInfor BI OLAP Server and the sampledatabase are installed on a single computer.

This stand-alone installation is not configured in the DVD Browser. To follow the example, close theDVD Browser, or click the Browse DVD option in the DVD Browser.

1 In Windows Explorer, browse to the Installation\Business_Intelligence folder on theDVD.

2 Double-click Setup_64bit.exe or Setup_32bit.exe.3 Select the language in which to install Infor BI and click OK.4 Click Next.5 Select Stand-alone and click Next.

The Installation Wizard displays the installable Infor BI components. By default, all componentsexcept for the Repository Registration Service are selected.

Note: Not all subfeatures of each component are selected.

6 Exclude all components except Application Studio, OLAP Server and Samples by clicking its iconand selecting This feature will not be available.

7 Click Next.8 Click Install.

When the Application Studio installation has completed, the Samples installation starts.



Tutorial: Stand-alone installation of Infor BI Application Studio

DSpecifying the database startup mode

You must ensure that Automatic is selected as the database startup mode.

To specify the database startup mode:

1 Click Start > All Programs > Infor Business Intelligence > OLAP Administration.2 Expand Infor OLAP Administration > Computer Configuration > Local Computer >

Best_Practices_Templates_OLAP > Database Settings.3 Specify Automatic as the value of the Startup mode option.4 Close OLAP Administration.



Specifying the database startup mode

EDefault ports

These tables display the default ports used in Infor Business Intelligence:

PortProtocolXMLA Connection

8210httpComManager

8211https

8212httpOLAP Database1

8213https

8214httpOLAP Database2

8215https

........OLAP Database3....OLAP Server allocates sequentialport numbers for each OLAPdatabase which starts.

PortProtocolNative Connection (*)

2904UDP/TCPComManager

2905UDP/TCPOLAP Database1

2906UDP/TCPOLAP Database2

........OLAP Database3....OLAP Server allocates sequentialport numbers for each OLAPdatabase which starts.

*In previous versions these ports were also used for ODBO connections.

PortProtocolOther

1433SQL Server

80httpIIS


PortProtocolOther

443httpsIIS

1521tcp*Oracle

*In previous versions this port was also used for ODBO connections.


Default ports

FConfiguring SSL for DataLink Server

The DataLink Server client installation fully supports connecting to a DataLink Server already properlyconfigured for SSL.

To configure SSL:

1 Import the relevant certificate into IIS.Refer to the IIS documentation published by Microsoft for this process.

2 Create an HTTPS binding on the DataLink Server Web Site (this is usually the "Default Web Site"in IIS).

3 Run notepad.exe as Administrator and open this file:C:\Program Files (x86)\Infor\BI\DataLink Server\WebService\web.config

4 Edit line 138:DescriptionOption

<services configSource="system.serviceModel.servicesInHttp.xml"/>

For HTTP support alone

<services configSource="system.serviceModel.servicesInHttps.xml"/>

For HTTPS support alone

<services configSource="system.serviceModel.servicesInHttpAndHttps.xml"/>

For both HTTP and HTTPS support

5 Run notepad.exe as Administrator and open this file:C:\Program Files (x86)\Infor\BI\DataLink Server\qaa.facade

6 Modify the URL to match the new HTTPS URL on line 4 and save the file.7 Optionally, where the DataLink Server client has also been installed on the server to support Alert

scheduling, repeat Step 6 for the file:C:\Program Files (x86)\Infor\BI\Query and Analysis\qaa.facade

Configuration of SSL for the DataLink Server is now complete.

Note: To change an existing DataLink Server client installation from HTTP to HTTPS, you must uninstalland then reinstall the client, entering the HTTPS URL when prompted.



Configuring SSL for DataLink Server