LBI for Dummies The basics to get you started

Lawson Business Intelligence (LBI) for Dummies   A brief overview of LBI. This presentation covers : The primary software components installed onto the LBI server and their Interaction with Lawson Security Access to LBI by the 3 Primary Security Roles ( after DSSO configuration) - LBI Admin - LBI Power Designer - LBI Reports Introduction to LBI components: - Dashboards and their components. - Reporting Services. (Core ) - Smart Notifications. (Core ) - Analytics. (Core) Administration topics. Documentation Available from Infor/Lawson Questions and Answers

. The Primary Software Components installed onto the LBI Server and their interaction with Lawson Security Enterprise Frameworks Services (EFS ) Reporting Services ( RS) Smart Notifications (SN) Analytics / ScoreCard ( Using MSOLAP or ESSBASE ) DSSO.jar file configuration Prerequisites: WebSphere Installed Database for the Repository( for example: Oracle or MSSQL ) Spend 5 minutes on overview

Initial Screen is accessed by: http://server/efs/ Access to LBI Initial Screen is accessed by: http://server/efs/ The LBI Administrator(s) will have Access to the Tools Tab, from here you can access the 2 System Admin Modules and the Core Applications . LBI Reports Users will have access to Dashboards shared to them and/or those they create for themselves

Assigning LBI Roles to End Users Users are assigned 1 of the 3 LBI Groups in the Lawson Security Tool. Once the Synchronize Users and Roles Procedure is run ( See Previous Slide ) The Individual will be synched as a LBI User. Add LSF Screen

Assigning LBI Roles to End Users Once the Synchronize Users and Roles Procedure is run ( See Previous Slide ) The Individual will be synched as a LBI User.

Dash Boards and their Components Modules Links

Creating a Dash Board/Module/Link Click Here to Create your new Dash Board: Accounting” Click Here to Create your new Module: “Reports” Click Here to Create a new Link to a RS Report

Creating a Dash Board/Module/Link Now we select Search to Assign a URL to a Link Now, Select the type of Link you desire

Creating a Dash Board/Module/Link Below is the Everything we just created Actually, we will link to the Vendor Open Invoice Report.

Working with Dash Boards, Modules, Links Examples of the potential uses of Dash Boards, Modules and Links. Primarily they are used to access: RS Reports, SN Smart Notes as well as a host of other secured links.

Working with Dash Boards, Modules, Links

Reports are created by designated persons then published to LBI Reporting Services A means to access and run secured Reports on LBI by authorized users. Users can also receive emailed reports on a scheduled basis. Reports are created by designated persons then published to LBI Data Sources for Reports - Query Driven: ODBC, Lawson OLEDB( Query & Print Job ) - Print Jobs ftp’d from the Lawson Server to the LBI Server, primarily for the bursting related purposes. RS Links - My Reports - Report Administration - Report Delivery Demo a Query Driven Report ( Open Invoices ( Vendor Invoice4) , Demo the setup of some elements, structures and rights

Reporting Services Via the Tools Dash Board Tab Select RS Report Administration

Reporting Services Select My Reports

Implementing Bursting Reporting Services Implementing Bursting - Identifying Reports that Lawson supports for bursting purposes - Setting up Elements and Structures

Reporting Services - Elements of the Structure - Creating a Right

Reporting Services Burstable Lawson Back Office Reports will have XML tags written into the report. Below is a example:

Reporting Services Assigning the Structure to a Report, select your Report in “My Reports” then select ”Details”. We are Bursting a Lawson GL292 report in this example.

Reporting Services Bursting a Crystal Report ( Non BackOffice )

Smart Notifications The Below is a Notification, that is scheduled to run a daily listing of open invoices. It can be received via Email or by accessing LBI

Smart Notifications As with Reporting Services , a User can log into LBI to view the notification results , or the results can be distributed to the end user via email. The Primary method is results via Email. As with Reporting Services, Bursting is supported to supply filtered results. For example a Daily Reports listing Expired Certifications would be emailed to only the Specific Managers that those employees reported to.

Smart Notification: Info Sets, and Notifications Notifications are built upon defined Info Sets which retrieve data from various data sources such as: - Data Mining Queries (DME), JDBC Queries, LDAP Queries, CSV files Smart Notifications has a Scheduling Engine to refresh Info Sets and deliver Notifications Formatting templates are used to created the desired look and feel of the Notification

ScoreCard Views are created from Data Marts Analytics / ScoreCard ScoreCard Views are created from Data Marts Data Marts comprise the data available in either of the below Data Warehouse repositories - Microsoft Server Analysis Services (MSOLAP) - ESSBASE IA System Code programs to pump data from Lawson to the Data House Repository. - IA150 will process data to MSOLAP repository for a Data Mart specified in IA10. - IA120 will process data to ESSBASE repository for a Data Mart specified in IA10.

E Analytics / ScoreCard E ScoreCard View Example

E Analytics / ScoreCard IA Screen Shots IA10 Configures the Type of Data Mart. IA150/IA120 will pump the data into the Data Mart.

Administration Topics Both Smart Notes and Reporting Services have their own means to secure Access to Users that will need to be considered. If the End User only receives reports via email then he will not have to be set up with a LBI Role. Archiving RS Reports. Performance Considerations. - For Example: Scheduling reports to be run, at Off Peak Hours

Which Tool to Use ? There is overlap among various LBI Components especially Reporting Services and Smart Notifications. - Both having a Scheduling Engine - Both have report delivery capabilities - Both incorporate bursting capabilities - via logging into LBI to view most current report data - via emailed reports.

Documentation Available from Infor/Lawson PDF Files Available from Infor

Upcoming Webinars Aug Aug Aug 7 14 21 www.nogalis.com/education 29 Tips for Implementing Lawson Security Aug 14 Upgrade to IPA Made Easy Aug 21 LBI Upgrade; An Easy Home-run www.nogalis.com/education

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