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Schedule Intelligence Reporting Reports

It’s time to stop manually distributing your reports and start saving time by scheduling your reports to automatically distribute themselves.  In this tip, we’ll show you how to quickly set up your automatic report distribution with your existing Sage Intelligence Report Manager and your Windows Task Scheduler.

This process is made up of 3 easy steps:

1.      Decide where you’re going to save your report.
2.      Create the Scheduler Command.
3.      Set up the Windows Scheduler Task.

It’s important to remember that the workstation where you create the scheduled task, must be turned ON at the scheduled time.

Also, when using the Task Scheduler your user name must be a valid account on the domain or your local machine, with sufficient privileges to run the reports. You must also have sufficient permissions to access all the necessary resources to run the reports.

Decide where you’re going to save your report

  1. In the Report Manager window select the report you’re going to distribute.
  2. Then, in the Properties window, tick the Show Advanced box found at the bottom of the window.
  3. Click the Generate Output File ellipsis button and browse to the location you want the report to be saved to when runs out.

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Create the Scheduler Command

1. From the Object window, right-click on your report, then select Generate Scheduler Command.

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2. If the report expects parameters you will be prompted to enter them before continuing.

When you’re done, a message box displays and you’ll see that it shows the syntax for running the report. Don’t worry about trying to copy the syntax from this message, because it has been simultaneously placed in the Windows clipboard, so that you can paste it into the Scheduler Task Command field.

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Set up the Windows Scheduler Task

1. Next, open the Windows Task Scheduler.

2. From the Action drop down menu, select Create Task.

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The Create Task window displays.

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3. In the Name field, give your task a meaningful name. For example, Current Period Income Statement.

4. Then click on the Triggers tab and select New.

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5. You can schedule your report run on a specific day, at a specific time and you can also set it to stop running on a specific day. Go through the options and find the ones that would best suit your needs.

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6. Now click on the Actions tab and select New

7. In the Program/script field, paste the command from your clipboard and then select OK.

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8. Click Yes to confirm and continue.

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9. Now click on the Settings tab and set up your Task Schedule options.

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10. Then click OK.

11. The report you chose to run via the schedule will now appear as an Active Task in Task Scheduler.

Saving Excel Template in Sage Intelligence Reporting

Sage Intelligence Reporting allows you to create reports of your own, as well as customize your existing ones, all in the familiar environment of Microsoft® Excel®.  This is based on the Excel template that gets attached to each report.  Once it’s linked back, after any changes have been made, the formulas will update seamlessly with the latest information the next time report is run out.  Although this is standard functionality, in case you’re not familiar with it, in this tip you’ll discover how it works with a report that has already been designed.

An existing report should already have a template associated with it.  You can see this from the file name in the Report Template field of the report’s properties.

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If a report is locked then you can’t save changes to it.  You can get around this though by creating a copy of it, which removes the restriction.  I have done this with my Sales Details report and have run out the copy.

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I have made some changes to the layout which I want to keep the next time I run out the report. To do this, I’m going to complete the following steps:

1. With the workbook left open, I’m going to go back to the Report Manager, select the copy, and click Save Excel Template on the Home tab.

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2. A list of the open workbooks is then displayed; I’m going to select the one associated with my report and click OK. This is the template I want saved back to the report.

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3. I’m then asked whether it’s okay for parameters to be placed on the second sheet. Since this is an existing report and I haven’t added any of my own content to the second sheet, this should be fine, so I’m going to click OK.

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4. After that, I’m asked whether I want to update the name of the template. Since I’m happy with the current one and don’t want to create a new file, I’m going to click OK again.

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5. Because the template already exists, I’m then asked to confirm whether I want to overwrite it, and I’m going to select Yes.

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6. A message then appears asking if I want to clear the external data associated with the workbook. This is based on the report in question.  I’m going to select Yes here.

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7. The old template is then overwritten with the new changes. A message appears confirming that the process was successful.

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Now the next time I run out the copy of my Sales Details, the changes I made will be present with the latest associated data being displayed.

Grant or restrict access to reports in the Sage Intelligence Report Viewer

Did you know that you can grant or restrict access to reports in the Sage Intelligence Report Viewer? Sage Intelligence makes this easy to do. Perhaps you’re busy developing a new report and you don’t want users to be able to run it from the Viewer until you’re happy with it.

The option to allow or prevent access is found under the advanced properties of a report in the Report Manger.

To get to it:

  1. Open your Report Manager and select the report you want to work with.
  2. Select the Show Advanced checkbox at the bottom of the Properties tab.
  3. Look for the Allow Report Viewer and External Access option towards the bottom of the tab.

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At this point, there are a few things to be aware of:

  • If you’re designing a new report from scratch then by default this option is unchecked, and so Viewer access will not be provided. If you’re finished with your report and want to grant access, then select the option.
  • If you’re basing your new report off an out-the-box (locked) report having made a copy of it, this option will be checked by default and so if you would like to restrict Viewer access, you’ll need to unselect it until you’re done.
  • Following on from the above, this means that users will always have Viewer access to out-the-box reports, as changing the option on a locked report isn’t possible.
    Restricting access to a report hides it in the Viewer, and so users will not even be aware that it exists.
  • If your Sage accounting package or business solution includes a Sage Intelligence reports menu, then the option is also used to show or hide reports there.

Replicating Auto-Connection Details on Terminal Server Profiles

Problem:

You are trying to replicate the auto-connection details on load balanced terminal servers or across multiuple user profiles without requiring to send out all the details to the users.

Solution:

  1. Configure the auto-connection on an Administrators user profile.
  2. Copy the user.condig file from this path : C:\Users\[username]\AppData\Local\Alchemex_(Pty)_Ltd\BISignOn.exe_Url_qfxwxegwmoptvb4avueokh3xuykqfi2e\7.5.0.0 or a path similar that will be in a folder at the bottom of the C:\Users\[username]\AppData\Local\Alchemex_(Pty)_Ltd\ level
  3. Replicate that path and config file across users that will be using Alchemex Software

The user’s will no longer need to enter the connection credentials.

User has constant Workstation Installation Popup

Problem:

When a particular user or groups of user go and launch any module, a popup appears trying to reinstall something. Cancelling the popup may eventually allow the application to launch. This is not a problem for Administrators but it is a problem for other users. If the installation goes ahead, different users may be affected.

Resolution:

Do the following:

  1. Open the Event Viewer from the Start Menu
  2. Double-click Windows Logs
  3. Double-click Application
  4. Search for Events related to the MSI Installer error.
  5. Locate the event with ID 1004 and have a look for the username it is looking for
  6. You have a couple of options:
    1. Ask your administrator to give full access to the path that is having a problem. They don’t need to provide full access to the entire path, but rather just the folder in question. This will allow the installer to believe the issue has been resolved and installer, but the users won’t be able to get through the entire folder path and into other users profile’s.
    2. Ask a system administrator to do the update using an account with domain admin permission

How to manually add a licence

Open your License Manager tool:

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Right click on your Company name in the left pane, and select “Add Workstation License”:

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The following message box will appear, select “Yes”:

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You will then be prompted to enter the workstation name to be added:

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You will now need to perform serialization on the added workstation.

Serialising Alchemex / Sage Intelligence Reporting

To prevent software piracy and illegal use of Alchemex / Sage Intelligence Reporting, the software needs to be serialized once a year. The process involves downloading files and information from the update server that re-enables the software. 

  1. Open the License Manager by going to Start > License Manager (It is always suggested to run this as an Administrator if possible)
  2. If it is your first time running the serialisation, you need enter your Company Name and Serialisation Number as supplied by us.
  3. Once applied, if you are connected to the internet, click the Perform Serialisation button at the bottom of the screen.

 

 

 

 

 

4. If it is successful, a box will show saying “Completed Successfully” and the License Manager will then shut down.

Note: You may have additional steps dependent on your version of Alchemex / Sage Intelligence Reporting


Performing Serialisation Telephonically

If there is no internet connection available then serialization can also be performed telephonically.

  1. Before you can do this you must obtain a Dongle file (PLDONGLE.DLL) from your Alchemex Customer Support consultant
  2. Once you have done this, open the License Manager and from the Tools menu,  choose Serialize by Phone
  3. Confirm you have placed the dongle file in the relevant folder as per step 1 by clicking OK
  4. The screen below will be displayed and your Alchemex Customer Support consultant will take you through the rest of the process to serialize your product.
  5. You will need to supply your Alchemex Customer Support consultant with the relevant information displayed on your screen. (See example below)

 

 

 

 

 

 

 

 

  1. Enter the information as supplied to you by the support centre.  On successful serialization, you will receive a “Completed Successfully” notification, and you can start using your product.

 

 

Same repository showing different reports on each workstation

Issue:

Same repository showing different reports on each workstation.

Symptoms:

Different workstations seeing different reports, in Report Manager however they all pointing to the same repository folder.

Cause:

Report manager not connected to the right SVD.

RESOLUTION/WORKAROUND:

1. Make a backup of the SVD and remove the whole SVD from its current location.

2. Open Report Manager. “If it opens without asking to connect to or create a new SVD. Then it was connected to the wrong one.”

3. Make sure that there are no SVD’S on either PC.

4. Put the backed up SVD back into its place.

5. Open up License Manager delete the Licenses.

6. Perform serialisation.

7. On the PC that needs to be a Report Viewer. Open Report Viewer, then a Report License will be allocated and will not be able to change.

8. Open the connector or Report Manager and the other PC.

9. Re-serialise to make sure that you can see both PC’S in 1 License Manager.

10. If it is not seeing both PC’S then it is not connected to the right SVD.

APPLIES TO:

All Sage Intelligence Programmes

Learn how to license Sage Intelligence in a Citrix or Terminal Services environment

Learn how to license Sage Intelligence in a Citrix or Terminal Services environment

Sage Intelligence Reporting licensing can be tricky, especially given the different license types and the possible network configurations. In this tip we’re going to look at the case of Citrix and or Terminal Server environments and consider the different options available. This includes Terminal Server, Citrix XenApp / XenDesktop, load balanced and single server environments. We’ll start by describing the different Intelligence Reporting licenses and then take a look at the various scenarios.

Sage Intelligence License Types

Intelligence Reporting uses a workstation licensing model whereby licenses are assigned to machines which need access to the Intelligence Reporting modules.  Four license types exist, each giving a different level of access:

Connector license: This is a site license and gives all workstations access to the Connector module.  It also includes one Report Manager and one Report Viewer license.  Additional Report Manager or Report Viewer licenses are required if you would like to launch more instances of those modules simultaneously.
Report Manager license: This is a workstation license and gives access to the Report Manager and Report Viewer.
Report Viewer license: This is a workstation license and gives access to the Report Viewer only.
Report Designer license: This is a site license and will allow all workstations connected to the Sage Intelligence Repository access to the Report Designer module.

Scenario 1 – Single Server Citrix / Terminal Services Environment

In a single server environment, whether Sage Intelligence is included as part of your accounting package (an integrated install) or as standalone, all modules are installed, configured and licensed on the application server.  Purchasing a single Connector and Report Designer license is recommended.  This will give all users access to the Connector module and Report Designer functionality while allowing one user at a time to access the Report Manager or Report Viewer.  If multiple users need to access the Report Manager or Viewer simultaneously then further Report Manager or Viewer Licenses will need to be bought.

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Note:  In this case, Terminal Services could also be setup on the application server instead of the gateway server.

Scenario 2 – Separate Application and Database Server Citrix / Terminal Services Environment

In this case, whether integrated or standalone, all modules are installed, configured and licensed on the application server.  It is recommended that the Sage Intelligence Repository be setup on the database server and that a single Connector and Report Designer license be purchased.  This will give all users access to the Connector module and Report Designer functionality while allowing one user at a time to access the Report Manager or Report Viewer.  If multiple users need to access the Report Manager or Viewer simultaneously then further Report Manager or Viewer licenses will need to be bought.

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Note:  Like with the above case, Terminal Services could also be setup on the application server instead of the gateway server.

Scenario 3 – Load Balanced Citrix / Terminal Services Environment

In a load balanced environment, whether integrated or standalone, all modules are installed, configured and licensed on each application server.  The Sage Intelligence Repository is setup on the database server.  It is recommended that a Connector license and Report Designer license be purchased for each server that Intelligence Reporting is installed on.  This will give all users access to the Connector module and Report Designer functionality regardless of the application server they connect to.  This will also ensure that one user at a time can access the Report Manager or Report Viewer regardless of the server they connect to.  To allow multiple users to access the Report Manager or Viewer simultaneously then further Report Manager or Viewer licenses will need to be bought for each application server in the environment.  It is recommended that the same number of licenses be bought for each.

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Note:  As with the above cases, Terminal Services could also be setup on each application server instead of the gateway server.