© 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER:...

25
© 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012

Transcript of © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER:...

Page 1: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Informer AdministrationExploring the system menu and functions

PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012

Page 2: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

System Settings - System Tab

Support email is the email address that the “Contact Support” link will default to. It is not intended to be [email protected]

Default system locale governs what format times, dates and currencies will default to. This is used in the event that locale is not passed by the web browser.

Default time zone is used to set the java system time zone, so that all the dates and times you see in data and in Informer are correct. Changing this requires a system restart.

Default pdf template is used to set all reports’ pdf templates that had not been previously overridden

Page 3: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

System Settings – Mail Settings

Mail settings Mail server: network name or IP address

Mail server port: the SMTP port for that server

Mail server user: the username of a network user that may relay email through the mail server

Change email password: check this and fill in the following boxes to change the email user’s password, in the event it has changed since configuration

Page 4: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

System Settings – System Tab

Default from address is used for any schedules that were scheduled by a user who has no email address set in Informer

Admin user email is used as the from address when the administrator user creates a schedule

Change admin password changes the password for ‘administrator’, the super user for Informer

Page 5: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Active Datasets

• Informer caches report results and application table results, like the report listing on the front page. This list shows what results are currently in the cache. Deleting an individual listing clears the cached dataset.

Page 6: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Export Templates

Templates are a great way to customize output to fit vary needs among your users

Each new template starts out with the default settings

The Page Setup tab Allows customization of page size and margins

Orientation may be set to “portrait” or “landscape”, or can be automatic, which will make the orientation “portrait” if there are 7 or fewer columns.

Page Break in Groups will create a new page for each group in the data

Page 7: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Export Templates - Designer

Page Styles All color codes use hexadecimal RGB values. Tables of these values are

freely available on the web.

Other Css are CSS stylesheet values that may enhance column headers to add things such as italics (“font-style:italic”). CSS tutorials are also all over the web.

Header and Footer Text Cell: Text and keywords may be inserted in the various available

cells in the header and footer

Image Cell: Allows you to upload images and place them in the pdf template

New Row: You may have 3 rows in the header and 2 in the footer

Watermark: Upload a watermark. It doesn’t need to be translucent.

Page 8: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Schedule Management

Shows all schedules in the system Schedule log

Shows all schedules that have run

May be filtered by date range

Can be cleared periodically

Admins can check the error in the schedule to determine the cause, if it needs to be re-run, or simply emailed to the recipients

Page 9: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

User Fields

User fields are customer defined data about the specific logged on user, which may be used in queries to limit report results specific to that user.

User fields may be identified with a default value, and then each user may be edited with different values

LDAP users may have user fields defined that translate LDAP information to user field values, so you don’t need to fill out data for each user

Page 10: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Code Files

Datasource Based Code Files

Predefined File Formats

Datatel Valcode

SEMtek Code File (System Builder)

Custom – defined for a whole file

Custom select may be used to filter unwanted code files

Informer Code Files – specify codes and values for

data translation

Page 11: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Logging Settings

Logging settings are usually directed by our support staff, but there are some interesting things you can do to watch the magic

To see what U2 commands are being issued

log4j.logger.com.entrinsik.informer.uoj=info

To see what SQL commands are being issued

log4j.logger.com.entrinsik.informer.sql=debug

Page 12: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Database MaintenanceBacking up and Restoring the Informer Database

Page 13: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Backing up the database

• Offline Backup– To perform an offline backup of a database, use

operating system commands to copy the database directory

– You must shut down Informer prior to performing an offline backup

Page 14: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Backing up the database

• Online Backup– Run dbprompt located in the bin folder:

Page 15: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Restoring the database

• To restore the database simply replace the existing file structure with the backup:1. Stop Informer2. Delete/Remove the current db\informer folder!3. Copy the backup into the db folder4. Restart Informer

Page 16: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Informer UpgradesHow to upgrade, revert, and test new versions

Page 17: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Upgrade Basics

• Upgrades do not have to be performed sequentially. You may jump from older versions to the latest version (as long as you are on at least version 3.2.4)

• If you have plugins, always update your SDK along with your Informer application, and make sure the plugins compile before upgrading.

Page 18: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Performing Upgrades

1. Download war file from client site2. Stop Informer3. Place war file in webapp folder4. Restart Informer

Page 19: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Client Site

• http://delivery.entrinsik.com/client

Page 20: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Upgrade Backups

• Backups are automatically performed prior to updating the database

• These upgrades are stored in the upgrade-backup folder

• If there is any problem with the upgrade you may restore from one of these backups (be sure to also revert the version when you restore an older backup!)

Page 21: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Restoring an upgrade backup

If an upgrade goes wrong for any reason, you may ‘undo’ the upgrade by restoring the upgrade backup database and removing the upgraded version.

1. Stop Informer2. Restore the upgrade backup database, like you would any

other database backup3. Remove the latest .war file from webapp folder4. Remove the latest directory from work folder5. Restart Informer

Page 22: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Reporting on InformerHow to create reports on Informer usage

Page 23: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Reporting on Informer

• You can run reports on Informer data. For instance you can write a report on who launched what report when, from what mapping.

Page 24: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Reporting on Informer

Page 25: © 2012 Entrinsik, Inc. Informer Administration Exploring the system menu and functions PRESENTER: Jason Vorenkamp| Informer Software Engineer| March 2012.

© 2012 Entrinsik, Inc.

Thank you! Any questions?