Bizview from insightsoftware

Bizview System Administration Overview
Bizview System Administration OverviewThis section contains information regarding the general configuration of one Bizview application. In System Administration, you configure everything generic, such as Clients and Users, Templates and Dashboards, Data sources, and Jobs. The following functions are available in the System Administration panel:Setup & AuthorizationsTemplatesData ServicesDashboa...
Setup & Authorizations
Setup & AuthorizationsHere, you find information regarding how to configure clients, users and access rights. Roles and organizations are functions that make it possible to group users in different ways and maintain access rights on a group level.The following functions are available in the Setup & Authorizations panel:ClientsOrganizationsUsersRoles
Roles
RolesRelated Information[Users] - Users[Organizations] - OrganizationsA Role is used to group Bizview users into logical roles to which you can assign Template, Dashboard, Job, and Panel access. This is different from the Organizational feature, where you assign access to end-user features, such as Dashboards and Templates.Access Roles by selecting System Administration > Setup & Authorizations...
Templates
TemplatesHere, you find information about how to develop and maintain reports and input forms. The development of templates based on your existing excel skills are central to Bizview. You can configure both reports and input forms using spreadsheet technology and even import your existing excel reports as the foundation for developing Bizview reports and forms.The following functions are availa...
Studio Designer
Studio DesignerRelated Information[Templates] - Template designThe Studio Designer is basically the design tool for designing templates. Opening the Studio Designer from this menu item opens a blank spreadsheet to start building the template layout from. When you open the design of a template from Templates menu item, you get the same template area, and in addition you get some mandatory parame...
Script Editor
Script EditorRelated Information[Templates] - Template designIn the Script Editor, C# or VB scripts can be created to achieve additional changes, behaviours, or functionality to a template when generated. This is where you can add any behaviour that Bizview normally does not handle! These scripts are then connected to the template in the Scripts worksheet properties tab and executed accordingl...
Pane Designer
Pane DesignerRelated Information[Templates]- TemplatesThe Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the report, Form, Gridform, Dashboard, or Jobs should be opened. Access the Pane Designer by selecting System Administration > Templates > Pane Designer.To create a new Selection Pane, click the New button the ribbon. An empty Selection Pane ...
Templates
TemplatesRelated InformationBizview ReferenceThe Template Designer lets you create Report templates, Form templates, Weblink templates, and Derived templates. Bizview Template design is extremely flexible and there are numerous ways to present the data or support the user in inputting data. Because of the Excel-like look and feel, supporting almost all formulas together with the parameter sets ...
Data Services
Data ServicesThis section of the documentation contains information about how to link different data sources to Bizview and make data from different systems and databases available to reports, forms, dashboards, etc. This is a bit more of a technical section but it is necessary as a starting point for generating data to Bizview.This section also contains information regarding how to configure t...
DB Sharp Studio
DB Sharp StudioRelated Information[Data Sources] - Data ProviderThe DB Sharp Studio interface lets you write SQL scripts that can be used in Bizview for different purposes. This interface should be seen as an alternative to SQL Server Management Studio. It enables the solutions designer to access existing Data Sources and write necessary scripts for fetching data from these sources. Access DB S...
Datastore
DatastoreRelated Information[Clients] - Copy Client settings to another ClientDatastore ParametersTo use a Bizview Datastore for a client, you need to connect the Client to that Datastore. There can be multiple Datastores within a Bizview solution SQL Server environment; however, each and every Client in Bizview can only use one.  To define a Datastore for the Client, access the Datastore conf...
ERP Adapter Configuration
ERP Adapter ConfigurationRelated InformationObjectsThe ERP Adapter Configuration is where you configure how a standard Bizview adapter is supposed to integrate data from the ERP system into the staging area (.stg) of Bizview. In this configuration, you need to specify where the ERP database is located and enter the mapping between Bizview objects and the ERP tag ID's. The result of this configu...
Data Providers
Data ProvidersRelated InformationData SourcesA .NET data provider is a software library consisting of classes that provide data access to a data source, executing commands at a data source and fetching data from a data source with support to execute commands within transactions. In order to set up data source connections within Bizview to external data sources, the data provider for that data s...
Data Sources
Data SourcesRelated Information[Data Provider]- Data provider[SOURCE]- Parameter SOURCEData Views for AnalyticsA Bizview Data Source is a definition of a connection to a data source other than the Bizview database(s). For instance, you might want to set up a connection to a CRM database.A Data Source definition can be created for any type of data, as long as the data provider information has be...
Dashboards
DashboardsHere, you find information about how to develop and maintain Dashboards. Dashboards collect data from one, or many, data sources and provide data visualizations to end-users.The following functions are available in the Dashboards panel:Dashboard DesignerPane DesignerDashboardsExport DashboardsImport Dashboards  
Dashboard Designer
Dashboard DesignerThe Dashboard Designer lets you create a variety of useful, informative, and appealing graphical representations of any data that you wish. Bizview Dashboards enable organizations to visualize key performance indicators and trends with stunning graphics. With the Dashboard Designer, you can easily create attractive dashboards visualizing your defined strategic and tactical goa...
Dashboards
Dashboards Related InformationDashboard DesignerClientsUsersRolesSelection PaneWhen creating a new Dashboard, you need to give access to the Dashboard for Client(s) and Users/Roles. The Dashboard will not show up in the My Home Panel for end users until these permissions have been specified. In this function, you can also specify which (if any) Selection Panes should be connected to the Dashboa...
Export Dashboards
Export DashboardsRelated InformationImport DashboardThe Export Dashboard function enables you to create a compressed file of everything you need for restring a certain Dashboard, in another solution. This function is useful if you want to reuse a previously defined Dashboard.The advantages of this function are:The compressed file contains all related data for the Dashboard(s), such as Dasharea...
Import Dashboards
Import DashboardsRelated InformationExport Dashboards -Export a dashboard and all contentsThe Import Dashboards functions enables you to import a dashboard from another solution. This function can be helpful if you want to reuse a previously defined dashboard. Some advantages of this function are:The compressed Export file contains all related files and information, such as Dashboard, Dashareas...
System Options
System OptionsHere, you find information regarding the general system settings, such as what currencies should be used in the system, how to configure the login screen, etc.The following functions are available in the System Options panel:Login Page EditorDashboard Panel EditorBackup and ArchiveImage LibraryCulturesAttributesApplication SettingsSystem LogsSessionsCurrency CodesCurrency Pairs
Dashboard Panel Editor
Dashboard Panel EditorThe Dashboard Page Editor lets you customize the area above all dashboards in Bizview. Here, you can apply custom background image/colors, as well as modify how the dashboard Panel should look.  Access the Dashboard Panel Editor by selecting System Administration > System options > Dashboard Panel Editor.You can start editing the dashboard panel when the editor opens. The ...
Backup and Archive
Backup and ArchiveBizview VersionFeature available from Bizview version - Bizview  7.0 Archiving data is a new, form specific, feature in Bizview. Instead of deleting old data, you can archive it if you eventually want to restore the data in the future. Archived data is stored in separate tables, and is never more used by Bizview. The archive feature can also be used to backup specific data. Wh...
Cultures
CulturesRelated Information[Templates]- Template designThe Cultures in Bizview are used as a setting on system, client or user level. These Cultures decide what the menu 'Format' in template design should contain, as well as the formatting details for these. There are 22 pre-loaded Cultures in Bizview.   To access the Cultures, go to System Administration > System Options > Cultures.These Cultu...
Application Settings
Application SettingsRelated InformationClient SettingsIn Application Settings, you have the ability to change the functionality, appearance, and behavior of the Bizview application. The settings entered here are used throughout the application, unless they are changed at lower level. Some of these settings can also be changed at the Client Settings level, as well as the User Settings level. The...
Other
OtherRelated InformationSystemAppearanceBrandingE-mailIn the Other settings tab, you have the option to directly edit some of the settings in the Bizview app.settings table.
Block New Logins
Block New LoginsImportant: This feature is not implemented for SSO login.The Block New Logins setting enables system administrators to prevent new users from logging in to the system, and instead display a message. This is useful if you want to close Bizview for maintenance.There are two different ways to enable this feature:1. Go to System Administration > System Options > GLOBAL SETTINGS > Ap...
System Logs
System LogsRelated InformationClient LogsSystem Logs are useful to look at if, for example, users experience that they are being kicked out of the system, if you want to view who ordered a specific report, if an error occurred, and so on.Complete the following steps:Select the Settings icon from the menu.Under Other, select System Logs and the Application level:Bizview displays the system log, ...
Event Log
Event LogRelated InformationClient LogsWCF LogBizview captures and logs important user events and actions. The User Activity (event log) enables administrators to view what different users are doing and analyze use patterns.From the Homepage Dashboard, select the User Activity tab at the bottom of the page:Bizview displays the User Activity Dashboard, shown below:Note: Like other Dashboards, th...
Silverlight Log
Silverlight LogRelated Information[Client Logs] System LogsEvent LogWCF LogImportant: Silverlight has reached End of Life and support for this product will be phased out with the release of Bizview v23.2.The Silverlight Log displays errors that occur on the client.Access the log by selecting System administration > System Options > GLOBAL SETTINGS > System Logs > Silverlight Log tab.Export the ...
WCF Log
WCF LogRelated InformationClient LogsEvent LogThe WCF () Server Error Log shows errors that occur on the server.Access WCF Logs by selecting System administration > System Options > GLOBAL SETTINGS > System Logs > WCF Log tab.Field DescriptionExampleNoteIDA unique ID for each captured event692Server On which server the action  occurredNCGHYPV165NEWTimeThe date and time when the error was captur...
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