Query & analysis installation guide

Query & Analysis Client B Query & Analysis Client A Query & Analysis Client C Database Server Product DB Query & Analysis Microsoft Office Microsoft Windows Oracle Client * * Oracle data

Query & Analysis Installation Guide

Performance Management

Query & Analysis Installation Guide

Issued: October 2007

Document Number: P3629A US

Query & Analysis version: 10.0.0

Disclaimer: Infor PM Query & Analysis is used in conjunction with third party companion products, such as operating systems and database systems Query & Analysis is only supported for companion products that are in turn currently supported by their respective parent company Please refer to the Query & Analysis Support Policy for full details

Copyright © 2007 Infor All rights reserved The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries All rights reserved All other trademarks listed herein are the property of their respective owners

In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above

Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific

requirements As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause

Trademarks

Intel and Pentium are registered trademarks of Intel Corporation Java is a trademark or registered trademark of Sun Microsystems, Inc in the United States and other countries IBM, DB2 and Lotus Notes are trademarks of International Business Machines Corporation in the United States, other countries, or both Oracle is a registered trademark of Oracle Corporation and/or its affiliates Access, Excel, Internet Explorer, Microsoft, Outlook, SQL Server and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries MySQL is a registered trademark of MySQL AB in the United States, the European Union and other countries Citrix is a trademark of Citrix Systems, Inc and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and in other countries Other product and company names mentioned herein may be the trademarks of their respective owners

Infor Global Solutions

Welcome 1

Before You Begin 2

Query & Analysis Installation 6

Advanced Installation Modes 47

Query & Analysis XL 51

Query & Analysis Word 53

Query & Analysis NetEnterprise 54

Query & Analysis Alert Server 61

Query & Analysis eAlert (Browser) 72

Query & Analysis Executive (Browser) 78

Internet Security 88

Query & Analysis Financial Reporting 91

Terminal Server & Citrix 95

Uninstalling Query & Analysis 97

Troubleshooting 100

Table of Contents

Welcome to the Infor Performance Management - Query & Analysis Installation Guide

The guide provides detailed instructions for installing Query & Analysis 10

Assumptions

This guide has been written with the following assumptions:

ƒ You have a working knowledge of Microsoft® Windows®

ƒ You are familiar with ODBC Administrator

ƒ You have a working knowledge of the selected database server and computer systems, including installing

software and working with networks

ƒ You have read the Query & Analysis ReadMe file supplied with Query & Analysis It can be displayed at the

commencement of installation

Welcome

General Requirements

Before you begin the Query & Analysis installation, check you have the following information:

ƒ The Product database server name and software

ƒ Product database name

ƒ The Systems Administrator password for the Product database

Client Requirements

Each client computer requires the following configuration to use Query & Analysis:

ƒ Intel® Pentium® III (1 Ghz) processor An Intel® Pentium® 4 (2GHz) processor, or equivalent, is

recommended

ƒ In addition to memory requirements specified for the operating system and Microsoft® Office suite, a further

32 MB of RAM is required A total of 1 GB RAM is recommended

ƒ Hard disk drive with 100MB free space

ƒ Microsoft® Windows® XP Pro, Windows® 2003 or Windows Vista™ with the latest service packs

ƒ Microsoft® Office XP or Office 2003

ƒ Microsoft® Internet Explorer® 6 or later

ƒ Microsoft® NET Framework 1.1 and 2.0

ƒ Java® J2SE 5.0.0 or later

ƒ MDAC 2.8 or later

Before You Begin

Server Requirements

Each server computer requires the following configuration to use Query & Analysis:

ƒ Microsoft® Windows Server® 2000, Windows Server® 2003 (32-bit) or Windows Server® 2005 with the latest service packs

ƒ Microsoft® Office (only required for the Query & Analysis Alert Server processes: Excel worksheet and Word

document)

ƒ Internet Information Services running when Query & Analysis is implement across the web

ƒ For a Query & Analysis application within a Citrix® or Terminal Server session:

ƒ A single user requires a minimum bandwidth of 24K

ƒ Five concurrent users require a bandwidth between 64K and 128K

Note: Query & Analysis is used in conjunction with third party companion products, such as operating systems

and database systems Query & Analysis is only supported for companion products that are in turn currently

supported by their respective parent company Please refer to the Query & Analysis Support Policy for full details

Configuration

The following diagram depicts a typical Query & Analysis configuration

Query & Analysis Client B

Query & Analysis Client A

Query & Analysis Client C

Database Server

Product DB

Query & Analysis Microsoft Office Microsoft Windows Oracle Client *

* Oracle database only

Microsoft SQL, MySQL, DB2, Oracle or Microsoft Access Query &

Analysis DB

The Query & Analysis software and DataLinks for the products over which Query & Analysis will report are installed on each PC The term DataLink refers to the collection of files forming the business logic layer, allowing Query & Analysis applications to present a Product Database in layout or format that can be easily recognised by

the end user Once installed on a PC, Query & Analysis will be connected to a Query & Analysis Database and one

or more Product Databases

The Query & Analysis Database is a single centralised database containing Query & Analysis user, security and serialisation (licensing) details Since the Query & Analysis Database contains settings shared amongst all clients, all clients must point to a single Query & Analysis database The database can be an Oracle®, Microsoft® SQL Server™, Microsoft® Access™, IBM® DB2® or MySQL® database It is recommended that the Query & Analysis Database be of the same type (where possible) as any Product Databases For example, if the Product over which Query & Analysis is to report runs on SQL Server 2000, it is recommended that the Query & Analysis database also

The installation process is a follows:

1 Create a Query & Analysis database on the Product server

2 Install Query & Analysis on client A

3 Connect to the Query & Analysis database

4 Create Query & Analysis users and profiles Run the User Wizard to automatically create Query & Analysis

users based on the names of Product users stored in the Product database

5 Serialize Query & Analysis Alternatively operate Query & Analysis in demonstration mode for 30 days

6 Allocate Query & Analysis users to the Product and Query & Analysis application

7 Test Query & Analysis XL

8 Repeat Query & Analysis installation for the remaining clients Clients are connected to the same centralized Query & Analysis database so creating Query & Analysis users, serialization and user allocation has been

completed and does not need to be repeated

9 If required, install NetEnterprise Server and web part for Microsoft SharePoint, Query & Analysis Alert Server, Alert (Browser), Executive (Browser) or Query & Analysis Financial Reporting

Step 1: Before Installing Query & Analysis

1 Read the Query & Analysis Installation Guide

2 Read any Product installation addendum documents included with the Query & Analysis installation,

located in the folder \LsAlchemy\<Product>\Doc

Product addendum documents cover installation issues or additional steps required for specific Products Not all Products, accessed via a DataLink, have addendum documents Once Query & Analysis has been installed addendum documents are placed in a Doc sub-folder in the Query & Analysis program folder By default, C:\Program Files\Infor PM QA \Doc\<Product>

3 Read the Query & Analysis ReadMe file

4 Contact your software vendor to request a license file to serialize Query & Analysis and Product If Query &

Analysis or an Author Product is not serialized, Query & Analysis operates in demonstration mode for up to

30 days with imposed restrictions on Query & Analysis functionality

5 Backup the computer It is recommend that before commencing any software installation that server

backup procedures are performed

Step 2: Previous Vision Installations

Vision cannot be upgraded to Query & Analysis 10 Vision releases prior to, and including, Vision 6.3.3-1 should

be uninstalled Please refer to the Installation Guide supplied with the respective release for instructions on how

to remove Vision, Executive (Browser) and eAlert (Browser)

Backup Client Settings

The following Vision user settings can continue to be used by Query & Analysis, they are retained on the client and server:

Query & Analysis Installation

Query & Analysis languages Users & User Profiles

Passwords

Before removing Vision 6.3.3-1 you will need to backup client settings The procedure is detailed below:

1 If language keys have been modified in Vision then languages should be exported to a file In Maintenance, run the Languages utility and export languages to a file Once Query & Analysis has been installed, the

Vision language file should be imported into Query & Analysis

2 If Alert Tasks have been created in Alert Editor, these must be exported to a Task file (*.tsk) In Alert Editor,

select Export Task from the task menu and complete the Export dialog box Once Query & Analysis has been installed, the Vision Alert Task file should be imported into Query & Analysis

3 Make a backup copy of all DataLinks DataLinks reside in the LsAlchemy folder The default location is

C:\Program Files\Vision\Settings Copy the LsAlchemy folder to a temporary folder

Once Query & Analysis has been installed, run the Update DataLinks utility and point to the temporary LsAlchemy folder The DataLinks will be installed into the Query & Analysis settings folder: C:\Program Files\Infor PM QA\Settings\LsAlchemy

4 Uninstall Vision Click Yes to remove all settings

Note: Vision must be fully removed before installing Query & Analysis Do not retain Vision settings

Vision settings and DataLinks are duplicated in a backup folder in the Vision program folder, by default C:\Program Files\Vision\Backup\Settings

5 Proceed with the installation of Query & Analysis

Vision XL Workbooks

The Vision XL add-in location has changed from C:\Program Files\Vision to C:\Program File\Infor PM QA When existing Vision workbooks are opened in Excel, and with Vision removed, the application will be unable to locate the LsAgXLB.xla file To address this there are two courses of action that can be taken, either:

ƒ Edit the XL add-in link location for each XL formula in the workbook Run Excel, open the workbook and select Links from the Edit menu Update the link to the Q&A XL add-in location, C:\Program Files\Infor PM QA This is the recommended procedure Also see Query & Analysis XL section

ƒ Install Query & Analysis to the original Vision folder location, by default C:\Program Files\Vision

Step 3: Create Query & Analysis Centralized Database

Note: Only one Query & Analysis centralized database is permitted per site All client installations at a site must

point to this database Skip this step if you are performing additional client installations or updating Query &

Analysis

The Query & Analysis centralized database can be a Microsoft SQL database, Oracle database, DB2 database, MySQL database or the Microsoft Access database provided It is recommended that Query & Analysis centralized database is the same type as the Product database The database can be created on the Product server or a separate server

The database contains user information, serialization details, dictionary and global settings It consists of approximately 50 tables and is about 10 MB in size All Query & Analysis users point to a single Query & Analysis centralized database

If you intend to run Query & Analysis NetEnterprise create a Microsoft SQL, MySQL, DB2 or Oracle database

ƒ To create Microsoft SQL database, click here

ƒ To create an Oracle database, click here

ƒ To use the Microsoft Access database, click here

Microsoft SQL Database

If the Product uses a SQL database then create a SQL database for Query & Analysis Access to the database can

be made by SQL Server logon or Windows Authentication Windows Authentication is more secure since SQL user details are visible in the Query & Analysis Client Setup application For full details please refer to your SQL Server documentation

The steps detailed below describe how to create a Windows Domain Group for Query & Analysis users Thus as a Query & Analysis user they are a member of the Domain that is granted access to the SQL database This makes future administration tasks such as adding a Query & Analysis user and ensuring access is granted a straight forward process

1 Create a Domain Group, for example ‘QUERY & ANALYSIS GROUP’

2 Add Windows users to the Group The Windows users will ultimately be created as Query & Analysis users

3 Start SQL Server Management Studio as an Administrator

4 In the Database server tree, right-click Security and select New > Login

The Login – New Properties dialog box is displayed

5 Click the Login name Search button

6 In the Select User or Group, type the Domain name followed by backslash and the group name Alternatively, click the assist button to browse accessible domains for the group For example, ‘SALESDOMAIN \ QUERY &

ANALYSISGROUP’

7 Click Check Names and OK

8 In the Database tree, right-click Databases > New Databases

9 In the Database name box, type in ‘Vision’ or similar name

10 Click OK The Query & Analysis database is created

11 Open the Properties of the Login ‘QUERY & ANALYSISGROUP’

12 Change Default database from Master to Query & Analysis

13 Select the User Mapping page

14 Select the Query & Analysis database

15 Select the Database Roles permitted to the Windows Domain Group Query & Analysis requires the following permissions:

ƒ public

ƒ db_ddladmin - permits the creation of tables and views

ƒ db_datareader - read access to DataLink

ƒ db_datawriter - write back access for Data Sends

16 Click OK to close the Login Properties dialog box

If you intend to use Query & Analysis NetEnterprise Server, Query & Analysis eAlert (Browser) or Query & Analysis Executive (Browser) that require IIS or web services, also grant Query & Analysis database access with the same roles to the default accounts:

ƒ ASPNET for Windows 2000 / XP

ƒ IIS_WPG for Windows 2003

Create an Oracle Schema

To create an Oracle schema / user on the server:

1 On the server, start Oracle Enterprise Manager Console

2 Select Launch Standalone if Oracle Management Server is not available

3 Select the Oracle Instance that hosts the Product database

4 If the instance name is not in the database list, select Add Database to Trees from the Object menu item and enter the server and database details

The Net Service Name appears in the Database tree

5 Select the database and logon with “sys” credentials

6 Expand the Product database in the tree and select Schema

7 Click Create schema objects

8 Select User from the Create list

9 In the Create User dialog box, complete the following settings:

ƒ General tab: type ‘Query & Analysis’ into the Name box and specify a password

ƒ Role tab: select Connect role

ƒ System tab: select Create Synonym, Create Table and Create View privileges

ƒ Quota tab: type 50 Mb in the Users setting

10 Click the Create button

Create an Net Service Name

To create a Net Service Name for Query & Analysis and the Product on the client:

1 On the client, start Oracle Net Manager

2 On the Edit menu, click Create Net Service Wizard starts

3 Type in the Query & Analysis Net Service Name for the server This appears in the Service Naming tree

4 Select TCP/IP (Internet Protocol)

5 Type in the Host Name, this is the Query & Analysis server name

6 Type in the Port Number, by default 1521

8 Test access to the database It is assumed the test is successful

9 Close Net Service Wizard

10 Save Network Configuration

11 Repeat the process, this time create a Net Service Name for the Product

12 Exit Oracle Net Manager

Microsoft Access Database

During installation a Microsoft Access database is placed in the Query & Analysis program folder If you intend to store Query & Analysis centralized settings in an Access database use the LsDatabase.mdb file provided The file should be moved from the Query & Analysis program folder to a shared network drive All Query & Analysis clients should then point to this database in a central location

Step 4: Terminal Server or Citrix

If you are installing Query & Analysis on a Citrix® or Terminal Server system, conduct the procedure below

Note: Query & Analysis cannot be installed over a network from a mapped drive on a Remote connection to a

Terminal Services/Citrix server This is a limitation of InstallShield If you wish to install Query & Analysis via a

Remote connection to a Terminal Services/Citrix server, you can use Universal Naming Convention (UNC) path

(e.g., '\\server\software\Query & Analysis'), copy the files to a local drive and then run the install program

manually

1 Log on locally to the Citrix server, ensuring the user has administrator rights

2 Log off any users currently logged on

3 Use Add or Remove Programs utility to install Query & Analysis

Alternatively, at a command prompt type c:\change user /install before running Setup.exe Once Query & Analysis has been installed, type c:\change user /execute

Note: In a Citrix environment, install Query & Analysis with Application User Profiles disabled and then activate

once the installation is complete This option can be found on the About tab in Query & Analysis Maintenance

Step 5: Install Query & Analysis

1 Logon to Windows with Administrator access

2 On the local computer insert the Query & Analysis Install CD

To install Query & Analysis over a network copy the entire contents of the Query & Analysis Install CD to a network drive

3 Start Welcome.exe to open the Query & Analysis installation Welcome screen It provides access to

installation prerequisite components, supporting documentation and the Query & Analysis installation

Microsoft NET Framework will be automatically installed if not detected

4 Click the Installation Prerequisites link

5 Click MDAC and complete the installation steps

6 Once complete, reboot the computer

Run InstallShield Wizard

7 Start welcome.exe

8 Click the Install Query & Analysis link to start the Query & Analysis installation program

9 Select the installation language and click OK

The installation language is independent of the language Query & Analysis operates in The Query & Analysis InstallShield Wizard is displayed

10 Click Next

11 Click the Change button to modify the default installation folder, C:\Program Files\Infor PM QA\

12 Click the Next button

13 Select default language Click ‘EN’ for English or ‘JP’ for Japanese

14 Select either a ‘Complete’ or ‘Custom’ installation, click Next

Complete installation is recommended and suits most users The most common Query & Analysis Installation options will be selected If Query & Analysis is subsequently reinstalled or upgraded any previous installation ‘Custom’ settings are reapplied Query & Analysis is installed by default to the folder, C:\Program Files\Infor PM QA\ Refer to the Custom Installation section for details on which options are enabled when a Complete installation is performed

Custom installation should only be conducted by experienced Query & Analysis users The installation can

be customized for local and corporate environmental considerations See the Custom Installation section for further details

15 Query & Analysis components are listed, click Next The Connection Wizard is displayed

Custom Installation

With a custom installation Query & Analysis installation settings can be modified These settings will be reapplied during a ‘Typical’ install if Query & Analysis is subsequently re-installed or upgraded

Destination Folder

Click the Browse button if you wish to modify Query & Analysis’s destination folder on the local drive

If upgrading from a previous Query & Analysis release that was configured to use Application User Profiles, ensure that this release is installed to the same Query & Analysis folder location

Select Features

The Select Features dialog box is only displayed during a Custom install

ƒ Help

[Typical installation setting: on]

If enabled, the English Query & Analysis help files are installed to the Query & Analysis help program folder

By default, C:\Program Files\Infor PM QA\Help

ƒ International Help

[Typical installation setting: off]

If enabled, select the default Query & Analysis help files from a list of available languages displayed in a subsequent step in the installation process All the international help files are installed The nominated default help file is placed in the folder C:\Program Files\Infor PM QA\Help The remaining international help files are installed to sub folders C:\Program Files\Infor PM QA\Help\<Language Code>, where Language Code is a two character abbreviation for the language, e.g., JP is Japanese

ƒ Configure Users and Security

[Typical installation setting: off]

If enabled, once Connection Wizard is complete Query & Analysis Setup starts Query & Analysis Setup is used to allocate users, create user profiles and load the serialization file See Steps 7 to 9

ƒ Use User Profiles

[Typical installation setting: off]

User Profiles maintains a different set of Query & Analysis configuration settings for each Windows user that logs onto the same PC If a PC is shared among several Windows users that logon with different Query & Analysis user details or installing Query & Analysis in a Citrix environment then User Profiles will be required

If enabled, Query & Analysis uses Application User Profiles On the computer, each Query & Analysis user will have their preferred Query & Analysis settings and DataLinks The settings are inaccessible to other users Typically the settings are stored in:

C:\Documents and Settings\<USER NAME>\Application Data\Lasata\Agora\Settings\

Where <USER NAME> is the Windows logon name

Should the Windows environment specify an alternate folder location to hold User Profiles, then Query & Analysis respects this setting and instead places the Settings folder in the revised User Profile location

If cleared, a single set of Query & Analysis settings and DataLinks apply to all Query & Analysis users who log on to Windows Settings are stored under the default Query & Analysis program folder, typically:

C:\Program Files\Infor PM QA\Settings

Once Query & Analysis has been installed, Application User Profiles can be activated or deactivated in Query

& Analysis Maintenance (About tab)

Query & Analysis Alert Services, Query & Analysis Executive (Browser) and Query & Analysis eAlert

Query & Analysis on Citrix and Terminal Server: For this type of installation Application User Profiles

must be initially disabled during the installation After installation activate Application User Profiles

ƒ Automatically install and update DataLinks

[Typical installation setting: on]

If enabled, all Product DataLinks contained on the Query & Analysis Install CD are automatically installed If cleared, you will be given the opportunity to nominate which DataLinks to install by browsing for the Product DataLinks located in the LsAlchemy folder

ƒ Automatically load the Word Template

[Typical installation setting: off]

If enabled, the Query & Analysis installation includes Query & Analysis Word in Microsoft Word If cleared, use the Configure Microsoft Office utility in Query & Analysis Maintenance to add the Query & Analysis Word template to Microsoft Word See the Query & Analysis Word chapter

Query & Analysis on Citrix and Terminal Server: For this type of installation this option must be cleared

ƒ Automatically load the Excel Add-In

[Typical installation setting: off]

If enabled, the Query & Analysis installation includes Query & Analysis XL and Query & Analysis Cache in Microsoft® Office Excel® If cleared, use the Configure Microsoft Office utility in Query & Analysis Maintenance to add the Query & Analysis XL and Cache Add-ins to Microsoft Excel See the Query & Analysis

XL chapter

Query & Analysis on Citrix and Terminal Server: For this type of installation this option must be cleared

ƒ Install Pivot Table Services

[Typical installation setting: off]

Install Pivot Tables Services if Query & Analysis is to be used with Microsoft Analysis Services

If enabled, Pivot Table Services is installed on the client computer to enable Query & Analysis reporting applications to access Microsoft Analysis Services tables stored on the Product server If Pivot Tables Services is not installed Query & Analysis is unable to connect and perform MDX queries on a Product database used in conjunction with Microsoft Analysis Services

Clear this option if you don’t intend to run Microsoft Analysis Services on the Product server

Note: To install Pivot Tables Service on Windows NT, clear the option and refer to the Troubleshooting section

ƒ Install Connectivity Drivers

[Typical installation setting: on]

Query & Analysis requires drivers to connect to Foxpro and DataDirect If enabled, the Foxpro (OLE DB, ODBC) and DataDirect (Btrieve, Dbase) drivers are installed

ƒ MS Visual Foxpro Runtimes

[Typical installation setting: on]

If connecting to Foxpro, install the Microsoft Visual Foxpro Runtimes

ƒ Check for MDAC 2.8

[Typical installation setting: on]

If enabled, the installation checks whether MDAC 2.8 has been installed If it is not detected the installation aborts MDAC 2.8 should be installed from the Welcome screen

MDAC 2.8 checking is automatically performed if installing Pivot Table Services

Step 6: Connection Wizard

The Connection Wizard lists all DataLinks installed to the LsAlchemy settings folder and is used to establish communication links between:

ƒ The Query & Analysis software and the Query & Analysis centralized database

ƒ The Query & Analysis software and the Product database

All new clients should use DSN-less connections to enable Query & Analysis to access the Query & Analysis and Product databases A DSN-less connection is recommended over implementing a DSN connection Unlike ODBC Data Source Names, DSN-less connection details are stored within the password protected Query & Analysis product thus ensuring database access settings are not exposed to other applications and users

The procedure for creating a DSN-less connection is described below

Query & Analysis Software Î Query & Analysis Database

The following procedure points the Query & Analysis software to the Query & Analysis Centralized database

1 Select ‘Query & Analysis’ in the Connection Wizard’s Product list

Microsoft SQL

Data Source Name: create a DSN-less or DSN connection A DSN-less connection is recommended In the Data Source Name box type the SQL server name that holds the Query & Analysis database and precede the name with an asterisk ( * ) If you prefer to create a DSN connection, click the assist button to start Microsoft ODBC Data Source Administrator utility

Database: the name of the Query & Analysis Centralized database on the server

Time out: the length of time allowed for query to run before it is closed down The default is zero seconds

MySQL

Data Source Name: select a DSN connection to the MySQL database Click the assist button to start Microsoft ODBC Data Source Administrator utility

Database: the name of the Query & Analysis Centralized database on the server

Time out: the length of time allowed for query to run before it is closed down The default is zero seconds

Oracle

Data Source Name: create a DSN-less or DSN connection A DSN-less connection is recommended In the Data Source Name box type the Oracle net service name that refers to the Query & Analysis database and precede the net service name with an asterisk ( * ) If you prefer to create a DSN connection, click the assist button to start Microsoft ODBC Data Source Administrator utility and use the Microsoft ODBC for Oracle driver Time out: the length of time allowed for query to run before it is closed down The default is zero seconds

Microsoft Access

File Name: click the assist button and locate the shared network folder in which the LsDatabase.mdb file resides

System Database: if required, click the assist button and locate the Access system file (*.mdw)

Time out: the length of time allowed for query to run before it is closed down The default is zero seconds

5 Click the Next button

6 Type in the Query & Analysis database User ID and Password

The user requires read and write access permissions to Query & Analysis Centralized database

Authentication: access to the SQL Server database can be granted by SQL Server user details or Windows network login ID:

ƒ SQL Server – type in database User ID and Password

ƒ Windows User Name – authenticated Windows login details are used when connecting to the Query & Analysis SQL database As a valid Window user, the Window user can gain access to the Query &

Analysis database to retrieve Query & Analysis user and profile settings The Username and Password boxes are disabled Ensure the SQL Server has been configured to accept Windows Authentication

7 Click the Next button

8 Click the Test Connection button, Query & Analysis checks whether it can access the data source and

creates Query & Analysis objects in the Query & Analysis schema For an Oracle installation, the Query &

Analysis schema is an Oracle synonym schema If the test is successful the ‘Connection Test Successful’

message is displayed and the indicator turns green If the test fails, the indicator turns red with a white

cross Correct connection settings and retry the test

Connection Not Tested

Test Successful Test Failed

9 Once the test is successful, click the Finish button

Query & Analysis Software Î Product Database

The following procedure points the Query & Analysis software to the Product database As with the Query & Analysis centralized database, create either a DSN-less or DSN connection to the Product database A DSN-less connection is recommended Only database types supported by the Product are listed

1 Select the Product in the Connection Wizard

2 Click the Next button

3 Select the Enable option to activate the Product connection

4 Select the Database type

5 Type in an Alias if required

Alias is the name associated with a Product connection Connection Aliases enable reports created on one connection to be redirected to another connection without editing the original report contents

6 Click Next to set database access details

Microsoft SQL

Data Source Name: create a DSN-less or DSN connection A DSN-less connection is recommended In the Data Source Name box type the SQL Server name that holds the Product database and precede the name with an asterisk ( * ) If you prefer to create a DSN connection, click the assist button to start Microsoft ODBC Data Source Administrator utility

Database: the name of the Product database on the server

Time out: the length of time allowed for query to run before it is closed down The default is zero seconds

OEM to ANSI: enable to use older OEM format instead of ANSI This option ensures that Product databases which are in languages that have diacritic characters (German, French etc) don’t return corrupt characters

Oracle

Data Source Name: create a DSN-less or DSN connection A DSN-less connection is recommended In the Data Source Name box type the Oracle net service name that refers to the Product database and precede the net service name with an asterisk ( * ) If you prefer to create a DSN connection, click the assist button to start Microsoft ODBC Data Source Administrator utility and use the Microsoft ODBC for Oracle driver

Time out: the length of time allowed for query to run before it is closed down The default is zero seconds

OEM to ANSI: enable to use older OEM format instead of ANSI This option ensures that Product databases which are in languages that have diacritic characters (German, French etc) don’t return corrupt characters

7 Click the Next button

8 Type in the Product database User ID and Password

The user requires read access to Product tables Some DataLinks have a Server Install Application that, depending on the DataLink, might create tables and views in the Product database or support Data Send functionality In these cases the user requires read and write access privileges

Authentication: access to the SQL Server database can be granted by SQL Server user details or Windows network login ID:

ƒ SQL Server – type in database User ID and Password

ƒ Windows User Name – authenticated Windows login details are used when connecting to the Product SQL database The Username and Password boxes are disabled Configure SQL Server to accept Windows Authentication Windows Authentication is not support by all DataLinks See your DataLink documentation

9 Click the Next button

Server Install Application

If the Install button is displayed execute the Server Install Application

The Install button is displayed if the selected Product is provided with a Server Install Application A Server Install Application is designed specifically for the Product and its DataLink It may assist in applying appropriate security settings, table configuration or connection details The Server Install creates DataLink objects in the Product database (or Domain database / schema) Please review the Installation Addendum documentation for your DataLink for information about the Server Install Application

Click the Install button to activate the DataLink's Custom Install Application

10 Click the Test Connection button, Query & Analysis checks whether it can access the data source If

successful the ‘Connection Test Successful’ message is displayed and the indicator turns green If the test

fails, the indicator turns red with a white cross, correct connection settings and retry the test

11 Once the test is successful, click the Finish button

12 Click Finish again to close the Connection Wizard

SunSystems Global Security

If Query & Analysis detects Global Security used by SunSystems Products, Query & Analysis automatically integrates with this security system To continue with Query & Analysis installation, Global Security detection will be temporary disabled and then reactivated after the Query & Analysis users have been created and tested

In Client Setup, on the Other tab clear the Global Security option

13 Click the Save button on the Client Setup dialog box Query & Analysis installation is complete It is not

necessary to reboot the computer

Step 7: Create Query & Analysis Users and Profiles

Note: Skip this step if you are performing additional client installations or updating Query & Analysis

Security Overview

Profile

User

A User is assigned to a Profile

Controls access to:

User ID

A Profile is assigned to a Product User ID

- Products Data Source

- Client Applications (Executive, XL, Word)

- Site Applications (Alert)

Controls access to: - Functions within Client Applications

- Functions within Site Applications

- Options (DAGs & Report Corrections)

Controls access to: Author Product Data Data Source

Application Security

Product Data Security

Integrated Security

Windows User / Domain

A User can be mapped to a Windows domain & user name, if integrated security is supported by your operating environment Once a user has successfully logged on to Windows, they can immediately start applications without the need to enter logon details

Remote User is an additional level of security for Browser products

The Remote Users ID and password controls access to Executive (Browser) and eAlert (Browser) logon screens After entering valid details users then enter a User ID and password

The Remote User feature can also be used to direct a user to a specific server where load sharing is performed by multiple servers For example, remote logon as 'New York' or 'Tokyo' could direct the user the required regional server

Remote Users

Browser Security

Creating Query & Analysis Users - User Wizard

This section details how to create Query & Analysis users by running the User Wizard

The User Wizard can create Query & Analysis users based on either:

ƒ Product users stored in the Product database

ƒ Windows users within a Windows domain

For Product users, the wizard creates Query & Analysis users, Query & Analysis profiles and maps these Profiles

to their relevant Product User ID For Windows users, by implementing Integrated Security, on starting Query & Analysis applications Query & Analysis users are automatically logged on since user authentication has already been conducted by the Windows logon details effectively providing single sign-on functionality The Wizard also allows you to set the default password for all Query & Analysis users

To create Query & Analysis Users with the User Wizard:

1 In Query & Analysis Setup, on the Users menu, click User Wizard

2 Select either the Product or Window Users option

Product has four options:

ƒ User Names If enabled, the User Names will be created from the Product user names

ƒ Map directly to users If enabled, maps a Query & Analysis user to a Product User ID

ƒ User Profiles If enabled, User Names will be assigned to Profiles

ƒ Remote Users If enabled, creates Remote Users for Executive (Browser) and eAlert (Browser) from

the imported Product users You may prefer to create and allocate remote users manually as a Remote User does not have to have a one on one relationship to a Query & Analysis User Remote Users can be created or changed at a later point time

Windows Users option:

ƒ Select a Windows Domain from the Domain list Query & Analysis searches this Domain in order to

create Query & Analysis users

3 Click the Next button

4 By default the Guest profile is assigned to all Query & Analysis users Click the assist button to nominate an alternative Query & Analysis profile The Query & Analysis profile determines which features are activated in Query & Analysis applications and the Product A Query & Analysis user, as member of a Query & Analysis

profile, inherits the features activated within the profile

5 Select User Security if required This option provides additional Product specific security by mapping a

Query & Analysis user profile to a Product user retrieved from the data source A Query & Analysis user, as

member of a Query & Analysis profile, will have the same permissions as the mapped Product user when

accessing the Product database

6 Click the Next button

7 The following default password options can be set for all Query & Analysis users being created:

ƒ Passwords are mandatory for all users Updated passwords cannot be blank

ƒ A default password can be defined which will be assigned to all users

ƒ Whether passwords will expire and the time frame

ƒ Password length, complexity and force password change on next logon

8 Click the Next button

Remote Security provides an additional level of security for Query & Analysis browser products, Query &

Remote Logon access is requested prior to Query & Analysis Logon details; so both logon details must be correct in order to start the Query & Analysis browser product Remote Security is also used to determine which Query & Analysis users have administrator rights to configure which server folders can be accessed

by Query & Analysis browser product users A Remote User is mandatory, but can be set to the system reserved user ‘Default’ to skip to the logon process,

9 Type in Remote Security password and add a Group with administrator access The Administrator will be able

to set which server folders can be accessed by Remote Users

10 Click the Next button

A list of Users and associated User Profiles & Remote Security is displayed Users that already exist in Query

& Analysis can not be selected and are listed with a light grey background

11 This list may be modified by:

ƒ Clearing the tick (9) left of a User so it is not created

ƒ Changing a User Profile assigned to a User from the drop-down list

ƒ Changing a Remote Security logon by from the drop-down list

12 Click the Finish button to create the Query & Analysis users The users are listed on the User Security tab

Note: The users ‘demo’, ‘guest’ and ‘system’ are default Query & Analysis users with a Guest profile

Creating Query & Analysis Users – Manual Method

Note: Skip this step if you are performing additional client installations or upgrading Query & Analysis

In addition to running the User Wizard to create multiple Query & Analysis users based on Product or Windows users, a single Query & Analysis user can be created manually

The first step is to create a Query & Analysis profile The profile controls the inclusion of features in Query & Analysis applications; each separated by tabs If a feature is disabled, as member of the profile, the Query & Analysis user is denied access to that feature The second step is to create a Query & Analysis user and assigned them to a profile

1 Start Query & Analysis Setup

2 Enter the ‘System’ user ID and password The password is blank during initial configuration Click OK

3 On the Profiles menu, click Add The User Profiles dialog box is displayed

4 In the Code box, enter a profile name

5 In the Description box enter a profile description

6 Click the Help button for further details on each of the product and client application settings

7 Save the user profile

8 On the Users menu, click Add The Add Users dialog box is displayed

9 In the User Name box, enter the Query & Analysis user’s name

10 In the Description box, enter a description for the Query & Analysis user

The Query & Analysis password can be configured manually on the Details tab or authorized by Windows logon by completing the Integrated Security tab

11 Click the Help button for further details on setting Query & Analysis user passwords

12 Click the User Profile assist button

13 Select the profile and click OK

14 Map a Query & Analysis User Profile to a Product user

15 Click the Save button

The Query & Analysis user profile is assigned to the Query & Analysis user

16 Continue to add profiles and users as required

Implementing Integrated Security – Manual Method

By allocating the Windows User Name to a Query & Analysis user or profile, valid Windows logon details are used instead of Query & Analysis logon details to permit the user access to Query & Analysis applications Successfully logging on to Windows effectively gives the user permission to use Query & Analysis

There are two possible strategies:

ƒ Create a new Query & Analysis user with exactly the same name as a Windows user

ƒ Map an existing Query & Analysis user to a Windows user or Windows Group The names of the Query &

Analysis user and Windows user can differ

Note: The Windows user is mapped to Query & Analysis user or profile This affects all Products, for example if a

site had Query & Analysis for SunSystems and Query & Analysis for Micros Fidelio installed then the same

Windows user and Query & Analysis user are mapped (remembering the Query & Analysis user can be different to

a SunSystems user) The Query & Analysis user is then mapped to user within the different products For

example - Windows user mydomain/myname is mapped to Query & Analysis user ‘guest’ then mapped to PKP in

SunSystems 5 and PeterP in Micros Fidelio

To create a new Query & Analysis user with a Windows user name:

1 In Query & Analysis Setup, click the User Security tab

2 On the User menu, click Add

3 In the User Name box, type in the Domain and Windows user name, The syntax is

<Domain>\<Windows User> Unlike mapping an existing Query & Analysis user, there is no need

to also allocate a Windows user to this Query & Analysis user on the Integrated Security tab

4 Complete the remainder of the Add Users dialog box

5 Click the Save button

To map an existing Query & Analysis user to a Windows user:

1 In Query & Analysis Setup, click the User Security tab

2 Select the user in the grid

3 On the Users menu, click Edit

4 Select Integrated Security tab

There are three methods:

ƒ If you know the domain and user you wish to allocate, right-click the Allocate Users pane and type in

the <Domain>\<Windows User> directly into the dialog box

ƒ Search mode which searches for names or groups specified in the Find box for the selected Domain

The results populate the User Names list

ƒ Browse mode which automatically populates the User Names list with all names or groups held in the selected Domain

In a domain with a large number of users apply Browse mode Search mode requires the nominated user in the Find box to be pattern matched against every user in the domain This process can be time consuming and is slower than using Browse mode to locate users