Product Manuals : Intellicus - 7.3

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

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

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

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

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

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

Instructions to deploy Intellicus Portal on WebLogic server.

Instructions to deploy Intellicus Portal on IBM WebSphere server.

Instructions to deploy Intellicus Portal on Oracle Application Server.

Instructions to deploy Intellicus Portal on SunOne Application Server.

Instructions on how to request for and deploy a license.

Intellicus Reporting Service is Windows NT service, which launches Report Server, Web Server and Load Balancers. This document contains information on Windows Service Manager, which is a Windows user interface to view and manage Intellicus Reporting service.

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

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.

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.

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

How to install, configure and register DEFA to connect to Intellicus Report Server.

How to load incoming data into target system (File, Relational Database, HDFS, NoSQL/Columnar etc.).

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.

Document contains instructions to configure Hive database connection and process to use it.

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.

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 settings.

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

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

Look and feel of Intellicus can be changed by changing an existing theme or creating a new theme. This document details what can be changed in a portal theme and how to change the theme.

By customizing portal you can change the menu hierarchy. You can hide or display menus. This document contains details on how to go about this.

Instructions to run Intellicus portal under SSL (HTTPS).

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.

This document explains how to secure data using 'Data Restriction' in Intellicus.

Instructions on how to upgrade Intellicus from 4.x to 7.x

Instructions on how to upgrade Intellicus from 6.x to 7.x

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

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

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.

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

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.

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

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.

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.

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.

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 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.

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

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

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.

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

Intellicus Studio processes the report by initializing the data sources, and thereafter triggering events for report. This document discusses about all report events.

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.

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

The document explains Desktop studio's Barcode control.

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

Ad hoc Visualizer is an intuitive web-based interactive interface to visualize and analyze large amounts of data packaged in reports ad hoc by the business users. You can now view your data while designing thereby saving effort and time.

Ad hoc Visualizer helps to generate reports by simply selecting the data source. It enables end users to perform desired on-the-fly operations like sorting, higlighting, filtering etc. on grid, matrix, chart and map visualizations.

Intellicus employs Trend Lines under charts in order to know patterns and relationships in data. You can extend the trend lines to predict forecast values.

This document provides information about factors that affect Intellicus performance and helps in capacity planning.

Intellicus users use Ad hoc report wizard to design Ad hoc reports. Administrator can choose to enable/disable a feature available to users. This document contains details on what can be customized and how. Ad hoc report templates provide look and feel to the report output. Intellicus setup includes a few pre-designed templates. Document also has instructions on how to design new and modify existing ad hoc report templates.

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

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.

Intellicus introduces in-built OLAP server. This document describes steps to define OLAP cube, configure data sources, and build cubes.

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.

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.

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.

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.

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

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.

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

Intellicus reports are viewed as HTML, they are opened in HTML Viewer. HTML Viewer has a set of functionalities to carry out post-view operations on the open report. Document contains details on what can be customized on HTML Viewer and how.

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).

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.

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.

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

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.

Audit logs lets you monitor the reporting activities taking place in Intellicus. This document describes how to configure and use Audit log functionality.

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.

Instructions to install and configure Load Balancer, Cluster Report Server and Shared Report Server.

Instructions to install and configure Load Balancer and Cluster Report Server in Linux.