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

Product Manuals : Intellicus - 6.4

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 (730 KB)

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

Installing Intellicus On Linux (121 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.

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

Configurations 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 (503 KB)

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

Basic Configurations (Must Read)  Top

Working With Database Connections (566 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 adhoc and standard reports. Document describes how to use Query Object page features to design query objects.

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.

Advance Configurations (As and when needed) Top

Working with Parameter Objects (252 KB)

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.

Template Design

DesktopStudio-ReportTemplates (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.

Configuring Printer Setting (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 setting.

PersonalizingIntellicus (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.

System Properties Top

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.

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.

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.

HTMLViewer(403 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(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

Creating Dashboard Widgets (1,014 KB)

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

Creating Dashboards (704 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.

Studio Reports Top

DesktopStudio-ATour (664 KB)

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

DesktopStudio - 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.

DesktopStudio-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.

DesktopStudio-SQLEditor (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.

DesktopStudio-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.

DesktopStudio-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.

DesktopStudio-Charts(628 KB)

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

DesktopStudio-ReportParameters (580 KB)

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

DesktopStudio-SubReports (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.

DesktopStudio-CrossTab (179 KB)

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

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.

DesktopStudio-Barcode(927 KB)

The document explains Desktop studio's Barcode control.

Adhoc Reports Top

Configuring Adhoc Reporting (522 KB)

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

Designing Adhoc Reports (700 KB)

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

OLAP Reports Top

Working with OLAP Cubes (703 KB)

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

Working with OLAP Viewer (758 KB)

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.

Running / Viewing Reports Top

Running Reports From Messenger(86 KB)

Limited functionalities of Intellicus are available over Yahoo! Messenger. This document has instructions to configure this feature and syntax of the "commands" to be used to use reporting feature on IM.

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 DotNet Client Developers Guide(983 KB)

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

Intellicus DotNet Client Integration Guide(706 KB)

Details of integration and configuration of Intellicus web application within a web-based host application.

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 HTMLViewer 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.

DesktopStudio-ImportingCrystalReports(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.

MaintenanceTop

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.

Working With Folders And Objects(229 KB)

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

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.

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.

Cluster Management

Configuration ManualTop

Intellicus Cluster Configuration(907 KB)

Instructions to install and configure Intellicus Cluster and Load Balancer.

Intellicus Support

Support Manual(345 KB)

Helps to identify problem areas enables to find their solutions.