Intellicus: Enterprise Reporting and Business Insights PlatformEnterprise Reporting & Business Insights Platform

Product Manuals : Intellicus - 5.0

Intellicus product manuals provide context based information and instructions. Documents cover important aspects like installation, configuration and usage of Intellicus.
Click a document-name to open respective manual in PDF format.

Installing Report Server on Various OS platforms

Getting Started with Intellicus(387 KB)

Document provides overview of Intellicus and also has instructions to install application with default options.

Installing Intellicus On Windows(476 KB)

Instructions to install Intellicus (Report Server and Portal) on Windows Platform.

Installing Intellicus On Linux(103 KB)

Instructions to install Intellicus (Report Server and Portal) on Linux Platform.

Installing Intellicus On AIX(108 KB)

Instructions to install Intellicus (Report Server and Portal) on AIX Platform.

Installing Intellicus On HP-UX(97 KB)

Instructions to install Intellicus (Report Server and Portal) on HP-UX Platform.

Installing Intellicus On Solaris(97 KB)

Instructions to install Intellicus (Report Server and Portal) on Solaris Platform.

Intellicus Web portal on various web servers

Deploying Intellicus Portal on Weblogic(830 KB)

Instructions to deploy Intellicus Portal on WebLogic server.

Deploying Intellicus Portal on WebSphere(434 KB)

Instructions to deploy Intellicus Portal on IBM WebSphere server.

Deploying Intellicus Portal on Oracle App Server(496 KB)

Instructions to deploy Intellicus Portal on Oracle Application Server.

Deploying Intellicus on SunOne App Server(560 KB)

Instructions to deploy Intellicus Portal on SunOne Application Server.

Configuring Intellicus Server

Configuring Intellicus(380 KB)

Document contains instruction to configure Intellicus.  This includes configuring Report Server, Portal, mail templates and instructions to configure these and other files.  This helps in performance tuning of report server and customization of features.

Configuring Database Connections(336 KB)

In order to get data for the reports, Report Server needs to get connected to a database. Document contains instructions to configure database connection and associated properties.

User Management In Intellicus(369 KB)

Intellicus being a multi-user product, you need to create users and provide credentials before they can use Intellicus. This document contains instructions to create and manage users as well as granting access rights to them.

Configuring Printer Setting(70 KB)

Each report may have specific print related settings, such as number of copies, printer type and may be forced to printed on a specific printer only. To achieve this, you need to configure printer setting.

Running Intellicus Under SSL(61 KB)

Instructions to run Intellicus portal under SSL (HTTPS).

Intellicus Administration & Data AdministrationTop

Working with Query Objects(247 KB)

Query Objects are required for designing adhoc and standard reports. Document describes how to use Query Object page features to design query objects.

Working with Parameter Objects(207 KB)

Parameter Objects are used in reports to receive data from the user dynamically at runtime. Document describes how to use Parameter Object page features to design a parameter object.

iPackager Manual(320 KB)

Repository Bundle packages Intellicus objects so that they can be shipped to customers. One can also package entire repository and keep as a backup. This document describes how to work with a package (repository bundle).

Deploying Repository Bundle(156 KB)

Repository Bundle packages Intellicus objects so that they can be shipped to customers. One can also package entire repository and keep as a backup. This document describes how to deploy a repository bundle.

Archiving - Reports Backup And Restore(144 KB)

A published report generally has expiry date.  When you backup the report output, you can actually preserve data as long as required. This document discusses how to backup published reports and restore the backed up reports if required.

Performance Monitor(159 KB)

This document explains the report server resources utilization related information and charts made available by the Performance Monitor page on portal.

Configuring Data Masking(98 KB)

Using data masking feature, you can restrict users or roles from viewing sensitive / classified data.  This document explains how you can setup and apply data masking.

Approval Process Implementation Manual(320 KB)

When a report is published, it can be subjected to an approval process so that it is approved before it is made available to users. This document has instructions to implement approval process.

Intellicus User ManualsTop

Creating Dashboard Widgets(271 KB)

Administrator designs dashboard widgets, which are then used to design dashboards. This document provides steps to design a dashboard widget.

Creating Dashboards(538 KB)

Dashboards are a way to proactively display report data (and also some of the portal pages). This document details all the information one needs to design dashboards, set preferences for it as well as view the dashboards.

Working with OLAP reports(652 KB)

OLAP reports offer users the ability to explore large complex data sets with drag-and-drop techniques, drilling down through levels of detail to view information from many angles, perform detailed data analysis and retrieve transactional detail. This document has instructions to import OLAP cubes as well as analyze OLAP reports.

Batch Scheduler(684 KB)

Use batch scheduler to schedule report's auto-execution and delivery at pre-set time and repeat it at set intervals. This document provides information on setting up a job, task and schedule. It also describes how to check status of jobs.

Designing Adhoc Reports(466 KB)

Adhoc reports are designed on Adhoc Wizard. This document describes features of Adhoc Wizard and provides how a user can design, save as well as run an adhoc report.

Running Reports In Intellicus(704 KB)

Explanation on selecting the right report delivery option, output type and run a report as well as view already run report output.

HTML Viewer(343 KB)

A report is 'viewed' in HTMLViewer.  This document details the features of HTMLViewer and how to carryout post-view operations on it.

Using Power Viewer(718 KB)

Power Viewer lets you carryout a number of tasks dynamically on report output page. This document describes what you can be done through Power Viewer.

Viewing Reports In JVista(403 KB)

JVista is a secure report viewer developed by Intellicus. You can actually control what post-view operations a user can do on a report when viewed in JVista. This document describes how to download JRE to make JVista work and how to use JVista toolbar to carry-out post-view operations.

Report Collaboration(184 KB)

Users can view a published report and can collaborate on the report. Other users can view the comments and add comments. This document discusses how to comment on reports.

Working With Folders And Objects(237 KB)

Reports are placed in folders. This document describes what you may do with folders and reports when you work with Intellicus.

Personalizing Intellicus(260 KB)

Instructions on what a user can personalize in Intellicus portal and how to do that.

Running Reports From Messenger(74 KB)

Limited functionalities of Intellicus are available over Yahoo! Messenger. This document has instructions to configure this feature and syntax of the "commands" to be used to use reporting feature on IM.

Audit Logging(209 KB)

Audit Logging is to monitor the activities done by all the users of Intellicus. Document explains the process to configure and use Audit logging feature of Intellicus.

Intellicus Add-In For MS Excel(1030 KB)

The document explains the process of designing an adhoc report from within MS Excel and getting report output right in an open Excel workbook

Report Designing using Reports StudioTop

Desktop Studio - ATour(747 KB)

Introduction to Intellicus Desktop Studio, Menu and toolbar explanations and steps to design a standard report using Report Wizard.

Desktop Studio - Frame control(77 KB)

A frame control basically “holds” multiple controls.  Depending on the need, you can change its properties at run time through scripting and that way affecting all the controls on the frame.  This document explains how to use a Frame control.

Desktop Studio - SQL Editor(328 KB)

SQL Editor is a one point step to design an SQL that will be used to fetch data for a report. This document has details on how to use SQL Editor to design SQL queries.

Desktop Studio - Hyperlinking Reports(98 KB)

You can achieve drill-down reporting as well as link reports by hyperlinking them. This document describes how to use hyperlink feature for the same.

Desktop Studio - Styles and Conditional features(259 KB)

Desktop Studio has features to design formula fields, conditions and styles to be used in conditional formatting and notifications. This document describes how to design formula fields, styles (formats), setup conditions and apply formats conditionally on controls.

Desktop Studio - Charts(608 KB)

Complete description of what is a chart component of Intellicus, and how to use it in Intellicus Standard report.

Desktop Studio - Section and Controls Properties(477 KB)

Specific information related to report, report sections and report controls are stored along with the report. These specific pieces of information are known as "properties". This document provides a list of all the properties, description and valid values. For quicker reference, use PropDesc.chm(71 KB) file (Works on Windows platform, needs Internet Explorer).

Desktop Studio - Report Parameters(440 KB)

Parameters are fields mostly used at report run-time to receive value from the user.

Desktop Studio - Sub Reports(147 KB)

Some business information needs may need you to use sub-report control on a report. To some extent, a sub-report is same as a report. This document describes all you need to know about a sub-report.

Desktop Studio -Report Templates(134 KB)

If multiple reports need uniform appearance, then use a report template with all those reports. This document describes how to design a report template.

Desktop Studio - Importing Crystal Reports(215 KB)

If you already have some reports designed in Crystal reports, you can directly import them into Intellicus and edit them. This document provides steps to import a crystal report into Intellicus.

Desktop Studio - CrossTab(295 KB)

Cross-tabs are used to summarize information by representing it as tabular structure. This document explains Desktop studio's crosstab feature.

Working with Cross-tab(652 KB)

This document contains step-by-step details to design a cross-tab as well as examples of cross-tabs.

Integration & APIs Top

Intellicus Developers Guide (Java)(576 KB)

Details of HTTP APIs and Java APIs used for Integrating Intellicus with a web-based host application. Document also provides details of HTTP APIs and Java APIs that are available for integration.

Intellicus Developers Guide (DotNet)(981 KB)

Details of HTTP APIs and DotNet APIs used for Integrating Intellicus with a web-based host application. Document also provides details of HTTP APIs and DotNet APIs that are available for integration.

Intellicus API - Javadoc(4.81 MB)

Intellicus Developer's Guide refers to several sample programs that give you ready reference of using Intellicus APIs for various purposes. This zip file contains sample java source code files for each such usage. For Example, Report Operations -> RunReport.java contains sample code for executing a pre-designed report by its ID.

Intellicus API uasge Sample Code - Java(219 KB)

Intellicus Developer's Guide refers to several sample programs that give you ready reference of using Intellicus APIs for various purposes. This zip file contains sample java source code files for each such usage. For Example, Report Operations -> RunReport.java contains sample code for executing a pre-designed report by its ID.

Intellicus API uasge Sample Code - DotNet(230 KB)

Intellicus Developer's Guide refers to several sample programs that give you ready reference of using Intellicus APIs for various purposes. This zip file contains sample DotNet source code files for each such usage. For Example, Report Operations -> RunReport.cs contains sample code for executing a pre-designed report by its ID.

Intellicus Single Sign-on Guide (Java, PHP, DotNet, COM)(272 KB)

Information on how to achieve single sign-on, when Intellicus is integrated with another application.

Intellicus Single Sign-On Sample Code (Java, PHP, DotNet, COM)(18.2 KB)

Intellicus Developer's Guide refers to several sample programs that give you ready reference of using Intellicus APIs for various purposes. This zip file contains sample java source code files for each such usage. For Example, Report Operations -> RunReport.java contains sample code for executing a pre-designed report by its ID.

Intellicus Developer Guide (COM)(563 KB)

Details of COM APIs that are available to integrate with desktop application as well as web based host application supporting COM Environment.

Customizing Intellicus Top

Creating Dashboard Widgets(381 KB)

Administrator designs dashboard widgets, which are then used to design dashboards. This document provides steps to design a dashboard widget.

Creating Dashboards(762 KB)

Dashboards are a way to proactively display report data (and also some of the portal pages). This document details all the information one needs to design dashboards, set preferences for it as well as view the dashboards.

Miscellaneous Manuals Top

Scripting in Intellicus(294 KB)

Scripting in Intellicus enables you to control behavior of various report controls at run time.  This document provides information on what all you can do using scripting and how to use scripts.

Applying Intellicus License(95 KB)

Instructions on how to request for and deploy a license.

Localizing Intellicus(314 KB)

This document contains information about how to localize Intellicus so that it can be made available to users in multiple languages.