Intellicus Kyvos Reporting stores several application configurations as files on the report server and web portal.
Many of the configuration changes like server properties and Ad hoc Wizard customizations can be made through corresponding portal pages. For changes in other files like mail messages and templates, you need to navigate to Config Files page where you can select a file, make changes and save it.
To You can edit text-based files , you can use using the text editor provided on the page. The files Files that need require specialized software , you can download the files, edit and upload them can be downloaded, edited, and uploaded back to the server.
To open the Config Files page, click Navigate > Administration > Configure > Config Files.
Figure 4: Config Files page
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You can select one or multiple files from this screen and download
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them to a local machine
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or upload file(s) back to the server.
To work with the files at Report Server, make sure Report Server is selected.
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To work with the files at Web Portal, click Web Portal from the Component drop-down menu.
Options in File Type will display file types available at selected location (Report Server or Web Portal). If you see a file node grayed, it means that the file does not exist at the location and so, can’t be downloaded.
To select a folder or a file, you need to expand the parent folder and navigate in its hierarchy by clicking the down arrow sign on the left side of the folder.
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The filename will be displayed as a leaf node. To collapse the folder hierarchy, click the up-arrow sign on the left side of the folder name.
When you select a file type from the dropdown, a checkbox will display the folder
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where the files are located
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. A description of the selected file type will be displayed on the right of the dropdown.
Default and Customized Report Template files
Intellicus Kyvos Reporting ships default template files with every download/ upgrade. Users can customize template files based on their requirements. Intellicus Kyvos Reporting provides separate folders to place these files so as that others overwrite no files are overwritten by others. Default files are present under the Default folder. Customized files can also be retained on an upgrade.
While During execution, the priority is given to customized files are given priority. However, if no custom files are available, then Intellicus Kyvos Reporting will execute templates from default files.
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Note If the user is upgrading |
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to a newer version and wants to use template files of an older version in Kyvos Reporting, the user will need to create a backup of the folder present inside the template folder of the report engine (for eg:- |
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Kyvos ReportingReportEnginetemplatesadhoc) and will have to copy those backup folders manually in adjacent of newly created DEFAULT folder under-report engine template .(for eg:- |
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Kyvos ReportingReportEnginetemplates) |
Edit
Small changes are easy to be made on application UI itself.
Click the name of the file you want to edit.
File name will be highlighted and Edit button will be enabled on mouse hover.
Click Edit button to open the selected file in the editor.
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Editor has functionalities like Cut, Copy, Paste, Undo, Redo, Search etc., which you can access from the toolbar. You can also maximize or minimize the editor.
Click Save button to save the changes. This allows you to switch between template files from the same folder without closing the editor.
Click Save & Close to save the file and close the editor.
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Note
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Download
You can download one file or multiple files at a time.
Figure 6: Downloading files
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When you download one file, you can download it in its original format. When you download multiple files, they will be downloaded as a zip file only.
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Single file in its original format, it will download as it is.
Multiple files, they are downloaded in zipped format only. Name of file will be <File type name>_<yyyy_MM_dd_HH_mm_ss>.zip
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Note: yyyy_MM_dd_HH_mm_ss is the date and time format when download has started. |
Upload
Use the upload functionality on mouse-hover to upload one or multiple files to Report Server or Web Portal.
Figure 7: Uploading a file to Report Server
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Click Browse button to navigate to the folder where the file is placed and select the file. If the file(s) being uploaded already exist at the location, they will not be overwritten. To overwrite existing files, check Overwrite checkbox.
To start the upload process, click Upload. After successful upload, success message will be displayed on the top of the screen.
Using Script files as script function libraries
Designer can now re-use the java scripts created by them. If the designers have some common JavaScript methods which they plan to reuse in other queries, then this version will allow them to do so. Designer needs to keep the entire Java script code (Methods) in a file with extension ‘.js’ and then upload that file into Intellicus Kyvos Reporting as shown in the figure below:
Figure 8: Using Script files as script function libraries
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The code in the .js file can look something like this:
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Now after uploading the ‘.js’ file, if designer wants to use that script in the query object then designer needs , they need to write a code like the one shown below to use the methods.
| Code Block |
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select empno,empname from Employee
<@%
#include TestParam.js;
%@>
<@%
return TestParam("abc");
%@> |
Refresh Cache
If any folder for which the system caches the template is checked then selected, the Refresh Cache button is enabled. On clicking the Refresh Cache button only the checked selected folder’s cache is refreshed. You can also choose to refresh the full template cache.