LBI for Dummies
The basics to get you started
Lawson Business Intelligence (LBI) for Dummies
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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
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The Primary Software Components installed onto the LBI
Server and their interaction with Lawson Security
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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 )
Access to LBI
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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.
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
• Dash Boards
• Modules
• Links
Creating a Dash Board/Module/Link
Click Here to Create your new Dash Board: Accounting”
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Click Here to Create your new Module: “Reports”
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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
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
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
Reporting Services
• Via the Tools Dash Board Tab
• Select RS Report Administration
Reporting Services
• Select My Reports
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
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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
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 7
29 Tips for Implementing Lawson Security
Aug 14
Upgrade to IPA Made Easy
Aug 21
LBI Upgrade; An Easy Home-run
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