LBI For Dummies

LBI for DummiesLBI for DummiesThe basics to get you started

Lawson Business Intelligence (LBI) for DummiesLawson Business Intelligence (LBI) for Dummies

A brief overview of LBI. This presentation covers :•The primary software components installed onto the LBI server and their Interaction with Lawson Security •Access to LBI by the 3 Primary Security Roles ( after DSSO configuration) - LBI Admin - LBI Power Designer - LBI Reports •Introduction to LBI components: - Dashboards and their components. - Reporting Services. (Core ) - Smart Notifications. (Core ) - Analytics. (Core)•Administration topics. •Documentation Available from Infor/Lawson•Questions and Answers

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The Primary Software Components installed onto The Primary Software Components installed onto

the LBI Server and their interaction with Lawson the LBI Server and their interaction with Lawson

SecuritySecurity

• Enterprise Frameworks Services (EFS )• Reporting Services ( RS)• Smart Notifications (SN)• Analytics / ScoreCard ( Using MSOLAP or ESSBASE )• DSSO.jar file configuration

Prerequisites:• WebSphere • Installed Database for the Repository( for example: Oracle

or MSSQL )

Access to LBIAccess to LBI

• Initial Screen is accessed by: http://server/efs/• The LBI Administrator(s) will have Access to the Tools Tab, from here

you can access the 2 System Admin Modules and the Core Applications .• LBI Reports Users will have access to Dashboards shared to them and/or

those they create for themselves

Assigning LBI Roles to End Users Assigning LBI Roles to End Users • Users are assigned 1 of the 3 LBI Groups in the Lawson

Security Tool.

• Once the Synchronize Users and Roles Procedure is run ( See Previous Slide ) The Individual will be synched as a LBI User.

Assigning LBI Roles to End Users Assigning LBI Roles to End Users

• Once the Synchronize Users and Roles Procedure is run ( See Previous Slide ) The Individual will be synched as a LBI User.

Dash Boards and their Components Dash Boards and their Components

• Dash Boards• Modules • Links

Creating a Dash Board/Module/LinkCreating a Dash Board/Module/Link• Click Here to Create your new Dash Board: Accounting”

• Click Here to Create your new Module: “Reports”

• Click Here to Create a new Link to a RS Report

Creating a Dash Board/Module/LinkCreating a Dash Board/Module/Link• Now we select Search to Assign a URL to a Link

• Now, Select the type of Link you desire

Creating a Dash Board/Module/LinkCreating a Dash Board/Module/Link

• Below is the Everything we just created

Working with Dash Boards, Modules, LinksWorking with Dash Boards, Modules, Links

• Examples of the potential uses of Dash Boards, Modules and Links. Primarily they are used to access: RS Reports, SN Smart Notes as well as a host of other secured links.

Working with Dash Boards, Modules, LinksWorking with Dash Boards, Modules, Links

Reporting Services Reporting Services

• A means to access and run secured Reports on LBI by authorized users. Users can also receive emailed reports on a scheduled basis.

• Reports are created by designated persons then published to LBI

• Data Sources for Reports - Query Driven: ODBC, Lawson OLEDB( Query & Print Job ) - Print Jobs ftp’d from the Lawson Server to the LBI Server, primarily for the bursting related purposes.

• RS Links - My Reports - Report Administration - Report Delivery

Reporting Services Reporting Services

• Via the Tools Dash Board Tab

• Select RS Report Administration

Reporting Services Reporting Services

• Select My Reports

Reporting ServicesReporting Services• Implementing Bursting - Identifying Reports that Lawson supports for bursting purposes

- Setting up Elements and Structures

Reporting ServicesReporting Services

- Creating a Right- Elements of the Structure

Reporting ServicesReporting Services

• Burstable Lawson Back Office Reports will have XML tags written into the report. Below is a example:

Reporting ServicesReporting Services

• Assigning the Structure to a Report, select your Report in “My Reports” then select ”Details”. We are Bursting a Lawson GL292 report in this example.

Reporting ServicesReporting Services• Bursting a Crystal Report ( Non BackOffice )

Smart NotificationsSmart Notifications

• The Below is a Notification, that is scheduled to run a daily listing of open invoices. It can be received via Email or by accessing LBI

Smart NotificationsSmart Notifications

• As with Reporting Services , a User can log into LBI

to view the notification results , or the results can be

distributed to the end user via email. The Primary method is results via Email.• As with Reporting Services, Bursting is supported

to supply filtered results. For example a Daily Reports

listing Expired Certifications would be emailed to only the Specific Managers that those employees reported to.

Smart Notification: Info Sets, and NotificationsSmart Notification: Info Sets, and Notifications

• Notifications are built upon defined Info Sets which retrieve data from various data sources such as:

- Data Mining Queries (DME), JDBC Queries, LDAP Queries, CSV files

• Smart Notifications has a Scheduling Engine to refresh Info Sets and deliver Notifications

• Formatting templates are used to created the desired look and feel of the Notification

Analytics / ScoreCardAnalytics / ScoreCard

• ScoreCard Views are created from Data Marts• Data Marts comprise the data available in either

of the below Data Warehouse repositories - Microsoft Server Analysis Services (MSOLAP)

- ESSBASE

• IA System Code programs to pump data from Lawson to the Data House Repository. - IA150 will process data to MSOLAP repository for a Data Mart specified in IA10.

- IA120 will process data to ESSBASE repository for a Data Mart specified in IA10.

E Analytics / ScoreCardE Analytics / ScoreCard• E ScoreCard View Example

E Analytics / ScoreCardE Analytics / ScoreCard

• IA Screen Shots

• IA10 Configures the Type of Data Mart.• IA150/IA120 will pump the data into the Data Mart.

Administration TopicsAdministration Topics

• Both Smart Notes and Reporting Services have their own means to secure Access to Users that will need to be considered.• If the End User only receives reports via email then he will not have to be set up with a LBI Role.• Archiving RS Reports.• Performance Considerations. - For Example: Scheduling reports to be run, at Off Peak Hours

Which Tool to Use ?Which Tool to Use ?

• There is overlap among various LBI Components especially Reporting Services and Smart Notifications. - Both having a Scheduling Engine - Both have report delivery capabilities - Both incorporate bursting capabilities - via logging into LBI to view most current

report data - via emailed reports.

Documentation Available from Infor/LawsonDocumentation Available from Infor/Lawson

• PDF Files Available from Infor

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