Intellicus: Enterprise Reporting and Business Insights PlatformEnterprise Reporting & Business Insights Platform

Product Manuals : Intellicus - 16.0

Intellicus product manuals provide context based information and instructions. Documents cover important aspects like installation, configuration and usage of Intellicus.
Click a document-name to open respective manual in PDF format.

Installation Manuals

Server Installation Manuals

Installing Intellicus On Windows (644 KB)

Instructions to install Intellicus (Report Server and Portal) on Windows Platform.

Installing Intellicus On Linux (475 KB)

Instructions to install Intellicus (Report Server and Portal) on Linux Platform.

Installing Intellicus On AIX(125 KB)

Instructions to install Intellicus (Report Server and Portal) on AIX Platform.

Installing Intellicus On HP-UX(120 KB)

Instructions to install Intellicus (Report Server and Portal) on HP-UX Platform.

Installing Intellicus On Solaris(120 KB)

Instructions to install Intellicus (Report Server and Portal) on Solaris Platform.

Installing Intellicus On MAC(570 KB)

Instructions to install Intellicus (Report Server and Portal) on MAC Platform.

Web Portal Installation Manuals

Deploying Intellicus Portal on Weblogic(596 KB)

Instructions to deploy Intellicus Portal on WebLogic server.

Deploying Intellicus Portal on WebSphere(745 KB)

Instructions to deploy Intellicus Portal on IBM WebSphere server.

Deploying Intellicus Portal on Oracle App Server (709 KB)

Instructions to deploy Intellicus Portal on Oracle Application Server.

Deploying Intellicus on SunOne App Server (560 KB)

Instructions to deploy Intellicus Portal on SunOne Application Server.

License Deployment

Applying Intellicus License (105 KB)

Instructions on how to request for and deploy a license.

Post Installation Manuals

Configuration ManualsTop

Service Manager for Windows (178 KB)

Intellicus Reporting Service is Windows NT service, which launches Report Server, Web Server and Load Balancers. This document contains information on Windows Service Manager, which is a Windows user interface to view and manage Intellicus Reporting service.

Getting Started with Intellicus (615 KB)

Document provides overview of Intellicus and also has instructions to install application with default options.

Configuring Intellicus (690 KB)

Document contains instruction to configure Intellicus. This includes configuring Report Server, Portal, mail templates and instructions to configure these and other files. This helps in performance tuning of report server and customization of features.

Basic Configurations (Must Read)  Top

Working With Database Connections (998 KB)

In order to get data for the reports, Report Server needs to get connected to a database. Document contains instructions to configure database connection and associated properties.

Working with Query Objects (851 KB)

Query Objects are required for designing ad hoc and standard reports. Document describes how to use Query Object page features to design query objects.

Working with DEFA (587 KB)

How to install, configure and register DEFA to connect to Intellicus Report Server.

Working with Load Step (367 KB)

How to load incoming data into target system (File, Relational Database, HDFS, NoSQL/Columnar etc.).

User and Access Rights Management In Intellicus (373 KB)

Intellicus being a multi-user product, you need to create users and provide credentials before they can use Intellicus. This document contains instructions to create and manage users as well as granting access rights to them.

Creating Hive Connection (356 KB)

Document contains instructions to configure Hive database connection and process to use it.

Advanced Configurations (As and when needed) Top

Working with Parameter Objects (1.8 MB)

Parameter Objects are used in reports to receive data from the user dynamically at runtime. Document describes how to use Parameter Object page features to design a parameter object.

Configuring Printer Settings (91 KB)

Each report may have specific print related settings, such as number of copies, printer type and may be forced to printed on a specific printer only. To achieve this, you need to configure printer settings.

Personalizing Intellicus (296 KB)

Instructions on what a user can personalize in Intellicus portal and how to do that.

Localizing Intellicus (590 KB)

This document contains information about how to localize Intellicus so that it can be made available to users in multiple languages.

Working With Themes (253 KB)

Look and feel of Intellicus can be changed by changing an existing theme or creating a new theme. This document details what can be changed in a portal theme and how to change the theme.

Customizing Portal Menu (444 KB)

By customizing portal you can change the menu hierarchy. You can hide or display menus. This document contains details on how to go about this.

Security Configurations Top

Running Intellicus Under SSL(85 KB)

Instructions to run Intellicus portal under SSL (HTTPS).

Configuring Data Masking(131 KB)

Using data masking feature, you can restrict users or roles from viewing sensitive / classified data.  This document explains how you can setup and apply data masking.

How to Secure Data in intellicus(883 KB)

This document explains how to secure data using 'Data Restriction' in Intellicus.

Upgrading Intellicus Top

Intellicus Upgrade from 7.x to 16.x(554 KB)

Instructions on how to upgrade Intellicus from 7.x to 16.x

Intellicus Upgrade from 4.x to 7.x(521 KB)

Instructions on how to upgrade Intellicus from 4.x to 7.x

Intellicus Upgrade from 6.x to 7.x(400 KB)

Instructions on how to upgrade Intellicus from 6.x to 7.x

Using IntellicusTop

Running Reports In Intellicus(923 KB)

Explanation on selecting the right report delivery option, output type and run a report as well as view already run report output.

HTML Viewer(403 KB)

A report is 'viewed' in HTML Viewer. This document details the features of HTML Viewer and how to carryout post-view operations on it.

Viewing Reports In  JVista(497 KB)

JVista is a secure report viewer developed by Intellicus. You can actually control what post-view operations a user can do on a report when viewed in JVista. This document describes how to download JRE to make JVista work and how to use JVista toolbar to carry-out post-view operations.

Dashboards Top

Working with Dashboards (1.2 MB)

Dashboards display business information arranged on a single screen so that it can be viewed and monitored at a glance. This document details all the information one needs to design dashboards, set preferences for it as well as view the dashboards.

Creating Dashboard Widgets (965 KB)

Administrator designs dashboard widgets, which are then used to design dashboards. This document provides steps to design a dashboard widget.

Studio Reports Top

Desktop Studio - A Tour (664 KB)

Introduction to Intellicus Desktop Studio, Menu and toolbar explanations and steps to design a standard report using Report Wizard.

Desktop Studio - Section and Controls Properties (598 KB)

Specific information related to report, report sections and report controls are stored along with the report. These specific pieces of information are known as "properties". This document provides a list of all the properties, description and valid values.

Desktop Studio - Frame control(106 KB)

A frame control basically “holds” multiple controls. Depending on the need, you can change its properties at run time through scripting and that way affecting all the controls on the frame. This document explains how to use a Frame control.

Desktop Studio - SQL Editor (270 KB)

SQL Editor is a one point step to design an SQL that will be used to fetch data for a report. This document has details on how to use SQL Editor to design SQL queries.

Desktop Studio - Hyperlinking Reports (125 KB)

You can achieve drill-down reporting as well as link reports by hyperlinking them. This document describes how to use hyperlink feature for the same.

Desktop Studio - Styles and Conditional features (228 KB)

Desktop Studio has features to design formula fields, conditions and styles to be used in conditional formatting and notifications. This document describes how to design formula fields, styles (formats), setup conditions and apply formats conditionally on controls.

Desktop Studio - Charts(628 KB)

Complete description of what is a chart component of Intellicus, and how to use it in Intellicus Standard report.

Desktop Studio - Report Parameters (580 KB)

Parameters are fields mostly used at report run-time to receive value from the user.

Desktop Studio - Sub Reports (191 KB)

Some business information needs may need you to use sub-report control on a report. To some extent, a sub-report is same as a report. This document describes all you need to know about a sub-report.

Desktop Studio - Cross tab (179 KB)

Cross-tabs are used to summarize information by representing it as tabular structure. This document explains Desktop studio's cross tab feature.

Desktop Studio - Events (310 KB)

Intellicus Studio processes the report by initializing the data sources, and thereafter triggering events for report. This document discusses about all report events.

Scripting in Intellicus (270 KB)

Scripting in Intellicus enables you to control behavior of various report controls at run time. This document provides information on what all you can do using scripting and how to use scripts.

Working with Cross tab (763 KB)

This document contains step-by-step details to design a cross tab as well as examples of cross-tabs.

Desktop Studio - Barcode(927 KB)

The document explains Desktop studio's Barcode control.

Desktop Studio - Report Templates (144 KB)

If multiple reports need uniform appearance, then use a report template with all those reports. This document describes how to design a report template.

Smart View (Formerly Ad hoc Visualizer) Top

Getting Started with Smart View (403 KB)

Ad hoc Visualizer is an intuitive web-based interactive interface to visualize and analyze large amounts of data packaged in reports ad hoc by the business users. You can now view your data while designing thereby saving effort and time.

Working with Smart View (2.1 MB)

Ad hoc Visualizer helps to generate reports by simply selecting the data source. It enables end users to perform desired on-the-fly operations like sorting, higlighting, filtering etc. on grid, matrix, chart and map visualizations.

Trending and Forecasting in Intellicus (403 KB)

Intellicus employs Trend Lines under charts in order to know patterns and relationships in data. You can extend the trend lines to predict forecast values.

Intellicus Performance Benchmark and Capacity Planning (646 KB)

This document provides information about factors that affect Intellicus performance and helps in capacity planning.

Ad hoc Reports Top

Configuring Ad hoc Reporting (1 MB)

Intellicus users use Ad hoc report wizard to design Ad hoc reports. Administrator can choose to enable/disable a feature available to users. This document contains details on what can be customized and how. Ad hoc report templates provide look and feel to the report output. Intellicus setup includes a few pre-designed templates. Document also has instructions on how to design new and modify existing ad hoc report templates.

Designing Ad hoc Reports (871 KB)

Ad hoc reports are designed on Ad hoc Wizard. This document describes features of Ad hoc Wizard and provides how a user can design, save as well as run an ad hoc report.

Using Power Viewer(938 KB)

Power Viewer lets you carryout a number of tasks dynamically on report output page. This document describes what you can be done through Power Viewer.

High Speed View Reports Top

Working with Analytical Objects (1.1 MB)

Intellicus introduces in-built OLAP server. This document describes steps to define OLAP cube, configure data sources, and build cubes.

Working with High Speed View (1.9 MB)

OLAP reports offer users the ability to explore large complex data sets with drag-and-drop techniques, drilling down through levels of detail to view information from many angles, perform detailed data analysis and retrieve transactional detail. This document has instructions to import OLAP cubes as well as analyze OLAP reports.

Scheduling Top

Scheduling Report Delivery (644 KB)

Use batch scheduler to schedule report's auto-execution and delivery at pre-set time and repeat it at set intervals. This document provides information on setting up a job, task and schedule. It also describes how to check status of jobs.

Collaboration Top

Report Collaboration (241 KB)

Users can view a published report and can collaborate on the report. Other users can view the comments and add comments. This document discusses how to comment on reports.

Approval Process Implementation Manual (358 KB)

When a report is published, it can be subjected to an approval process so that it is approved before it is made available to users. This document has instructions to implement approval process.

Integration and Management

Integration ManualsTop

Intellicus Single Sign-on(329 KB)

Information on how to achieve single sign-on, when Intellicus is integrated with another application.

Intellicus Developers Guide(2.34 MB)

Details of HTTP APIs and Java APIs used for Integrating Intellicus with a web-based host application. Document also provides details of HTTP APIs and Java APIs that are available for integration.

Intellicus COM API Guide(918 KB)

Details of COM APIs that are available to integrate with desktop application as well as web based host application supporting COM Environment.

Customizing HTML Viewer(270 KB)

Intellicus reports are viewed as HTML, they are opened in HTML Viewer. HTML Viewer has a set of functionalities to carry out post-view operations on the open report. Document contains details on what can be customized on HTML Viewer and how.

Report ManagementTop

iPackager Manual(619 KB)

Repository Bundle packages Intellicus objects so that they can be shipped to customers. One can also package entire repository and keep as a backup. This document describes how to work with a package (repository bundle).

Deploying Repository Bundle(145 KB)

Repository Bundle packages Intellicus objects so that they can be shipped to customers. One can also package entire repository and keep as a backup. This document describes how to deploy a repository bundle.

Desktop Studio - Importing Crystal Reports(282 KB)

If you already have some reports designed in Crystal reports, you can directly import them into Intellicus and edit them. This document provides steps to import a crystal report into Intellicus.


Performance Monitor(171 KB)

This document explains the report server resources utilization related information and charts made available by the Performance Monitor page on portal.

Archiving - Reports Backup And Restore(247 KB)

A published report generally has expiry date. When you backup the report output, you can actually preserve data as long as required. This document discusses how to backup published reports and restore the backed up reports if required.

Audit Logging(159 KB)

Audit logs lets you monitor the reporting activities taking place in Intellicus. This document describes how to configure and use Audit log functionality.

Cluster Management

Configuration ManualTop

Intellicus Cluster and Load balancing(1.35 MB)

Instructions to install and configure Load Balancer, Cluster Report Server and Shared Report Server.

Intellicus Cluster and Load balancing - Linux(521 KB)

Instructions to install and configure Load Balancer and Cluster Report Server in Linux.