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

Product Manuals : Intellicus - 4.5

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

Intellicus Getting Started(242 KB)

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

Installing Intellicus On Windows(437 KB)

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

Installing Intellicus On Linux(83 KB)

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

Installing Intellicus On AIX(80 KB)

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

Installing Intellicus On HP-UX(77 KB)

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

Installing Intellicus On Solaris(77 KB)

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

Web Client (portal) Installation Manuals

Deploying Intellicus Portal on Weblogic(802 KB)

Instructions to deploy Intellicus Portal on WebLogic server.

Deploying Intellicus Portal on WebSphere(405 KB)

Instructions to deploy Intellicus Portal on IBM WebSphere server.

Deploying Intellicus Portal on Oracle App Server(481 KB)

Instructions to deploy Intellicus Portal on Oracle Application Server.

Deploying Intellicus on SunOne App Server(551 KB)

Instructions to deploy Intellicus Portal on SunOne Application Server.

Configuration Manuals

Configuring Server And Client Properties(147 KB)

Document contains description of Report Engine and Report Client properties. These properties play a major role in Report Server performance.

Working With Database Connections(218 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.

User Management In Intellicus(260 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 in Intellicus.

Running Intellicus Under SSL(50 KB)

Instructions to run Intellicus portal under SSL (HTTPS).

Administration

Archiving - Reports Backup And Restore(81 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 report outputs (published reports) and restore the backed up reports if required.

Performance Monitor(82 KB)

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

Configuring Data Masking(78 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.

Using IntellicusTop

Intellicus Dashboards(294 KB)

Dashboards are a way to proactively display report data (and also some of the portal pages). This document details all the information one needs to design dashboards, set preferences for it as well as view the dashboards.

Intellicus Scheduler(252 KB)

Use batch scheduler to schedule report execution and delivery at pre-set time and repeat it at set intervals. This document provides all information about batch scheduling in Intellicus.

Designing Adhoc Reports(263 KB)

Adhoc reports are designed on Adhoc Report Wizard. This documents describes features of Adhoc Report Wizard and how to design, save as well as run an adhoc report.

Running Reports In Intellicus(563 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(307 KB)

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

Viewing Reports In JVista(359 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.

Collaboration In Intellicus(77 KB)

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

Working With Folders And Reports(147 KB)

Reports are placed in folders. This document describes what you may do with folders and reports when you work with Intellicus.

Personalizing Intellicus(131 KB)

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

Running Reports From Yahoo Messenger(59 KB)

Limited functionalities of Intellicus are available over Yahoo! Messenger. This document provides details of configuration needs of this feature and syntax of the "commands" to be used to achieve this.

Administration ManualsTop

Working with Query Objects(275 KB)

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

Working with Parameter Objects(155 KB)

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

Deploying Repository Bundle(141 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.

Archiving-Reports Backup And Restore(81 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 report outputs (published reports) and restore the backed up reports if required.

Performance Monitor(82 KB)

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

Adhoc Report Designing and UsageTop

Designing Adhoc Reports(263 KB)

Adhoc reports are designed through Adhoc Report Wizard. Documents describes features of Adhoc Report Wizard and how to design, save as well as run an adhoc report.

Using Power Viewer(556 KB)

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

Report Designing - Standard Top

Desktop Studio - ATour(583 KB)

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

Desktop Studio - SQLEditor(292 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(87 KB)

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

Desktop Studio - Styles and conditional features(209 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(563 KB)

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

Desktop Studio - Report Controls Properties(329 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. For quicker reference, use PropDesc.chm file. You will need MS Internet Explorer to be able to view this file.

Desktop Studio - Report Parameters(479 KB)

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

Desktop Studio - Sub Reports(134 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 - Report Templates(115 KB)

If multiple reports need uniform appearance, then a report template can be used with the the report. This document describes how to design a report template.

Desktop Studio - Importing Crystal Reports(190 KB)

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

Desktop Studio - Events(227 KB)

Execution of a report in Intellicus is divided in multiple steps. Based on outcome of one step, one can control at run-time actions to be taken in the next step. This is done through Events and Scripting. This document provides information on Events and Scripting in Desktop Studio.

Desktop Studio - CrossTab(310 KB)

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

Integration Manuals Top

Intellicus Developers Guide(725 KB)

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 Single Sign-on(263 KB)

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

Intellicus - COM - API - Guide(590 KB)

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

Customization Top

Customizing Adhoc Report Wizard(169 KB)

Intellicus users use Adhoc report wizard to design Adhoc reports. Adminstrator can choose to enable/disable a feature available to users. This document contains details on what can be customized and how.

Configuring Adhoc Report Template(157 KB)

Adhoc report templates provide look and feel to the report output. Intellicus setup includes a few pre-designed templates. This document has instructions on how to design new and modify existing adhoc report templates.

Customizing HTML Viewer(146 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 HTMLViewer and how.

Approval Process Implementation Manual(311 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.

Customizing Portal Menu(213 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.

Working With Themes(285 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.

Miscellaneous Manuals Top

Intellicus Licensing(45 KB)

Instructions on how to request for and deploy a license.

Localizing Intellicus(223 KB)

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