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Changing Workstation License Types

To see the available licenses for your installation, do the following:

  1. Launch the License Manager
  2. Double click on the License Company Name
  3. The numbers on the right-hand side in the Properties screen show how many licenses you have on your license, including
    • Connector Licenses (Administrator Tool Licenses)
    • Report Manager Licenses
    • Report Viewer Licenses
    • Financial Report Designer License (Excel Genie Enabled)

To change a license type

  1. Select the License Name in the list of workstations already licensed
  2. “Workstation License Type” shows what it is currently licensed as
  3. Select the dropdown and change it to the desired license
  4. Click Apply

Note: if there are not enough available licenses to make the change, you will need to delete a license of the appropriate type and then re-add it once more have become free. The easiest way is to note down the workstation name from the list and then manually re-add it. It can also be done by delete the license and then getting the workstation to launch any module. This will bring up a select box for available licenses again.

To delete a license and re-allocate it

  1. Right click on the Workstation name
  2. Select “Delete
  3. Confirm
  4. Run “Perform Serialisation” again by select the License Company Name and using the “Perform Serialisation” button from the main screen

Manually add a license

  1. Note down the workstation name or retrieve it from the workstation itself
  2. Right click on the License Company Name
  3. Select “Add Workstation License
  4. Input the Workstation Name (please note it is case sensitive)
  5. Select the License Type

 

Back Up Metadata Repository

It is very important to always backup the metadata repository before making changes to your Sage Intelligence Reporting installations.

The Alchemex.svd file and Templates folder’s are the only folders that need to be backed up with our installation.

To backup, do the following:

  1. Launch the Report Manager
  2. Select File
  3. Select Backup Metadata and Templates
  4. Accept the dialogue to close
  5. Select the path to backup to

Please ensure that you are a Domain Administrator or have access to the metadata folder when you complete this process

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.