Intellicus stores several application configurations as files on 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 edit text-based files, you can use the text editor provided on the page. The files that need specialized software, you can download the files, edit and upload them back to the server.
To open Config Files page, click Navigate > Administration > Configure > Config Files.
Figure 4: Config Files page
From this screen, you can also select one or multiple files and download it on a local machine, as well as upload file(s) back to the server.
To work with the files at Report Server, make sure Report Server is selected. To work with the files at Web Portal, click Web Portal from Component drop down.
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. Filename will be displayed as a leaf node. To collapse the folder hierarchy, click the up arrow sign on left side of the folder name.
When you select a file type from the dropdown, the folder in which files of that type are located will be displayed with checkbox. Description of the selected file type will be displayed on the right of the dropdown.
Default and Customized Report Template files
Intellicus ships default template files with every download/ upgrade. Users can customize template files based on their requirements. Intellicus provides separate folders to place these files so as no files are overwritten by others. Default files are present under Default folder. Customized files can also be retained on an upgrade.
While execution, the priority is given to customized files. However, if no custom files are available, then Intellicus will execute templates from default files.
Note: If user is upgrading from version 7.x, 18.x, 19.x to 21 and want to use templates files of older version in Intellicus 21 , the user will need to create backup of folder present inside template folder of report engine (for eg:-IntellicusReportEnginetemplatesadhoc) and will have to copy those backup folders manually in adjacent of newly created DEFAULT folder under report engine template .(for eg:- IntellicusReportEnginetemplates)
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.
Figure 5: ReportEngine.properties file being edited on portal
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.
Note: Report Server and Web Client restart is not required to reflect the changes when you edit and manage these files from UI.
After editing any file in default folder , a separate folder will get create for customized files. For e.g. if you make changes in adhoc template files like “Beach.irl” , then a folder with name “adhoc” will get created automatically having customized “Beach.irl” file.
Download
You can download one file or multiple files at a time.
Figure 6: Downloading files
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.
To start the download process, click Download. When you download-
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
Note: yyyy_MM_dd_HH_mm_ss is the date and time 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
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 as shown in the figure below:
Figure 8: Using Script files as script function libraries
The code in the .js file can look something like this:
function TestParam(value)
{
if (value=="abc")
{
if (params("ParamTest") != null)
{
return "where JOB in (<%ParamTest%>)";
}
else
{
return "where JOB not in (<%ParamTest%>)";
}
}
else
{
return "where JOB in (<%ParamTest%>)";
}
}
Now after uploading the ‘.js’ file, if designer wants to use that script in the query object then designer needs to write a code like the one shown below to use the methods.
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 the Refresh Cache button is enabled. On clicking the Refresh Cache button only the checked folder’s cache is refreshed. You can also choose to refresh the full template cache.