Bizview System Administration Overview
Bizview System Administration Overview
This section contains information regarding the general configuration of the Bizview application.
The following functions are available in the System menu:
Users and Groups
Clients
Other System Data
Designer Tools
Data Services
Users & Groups
Users & Groups
Here, you find information regarding how to configure 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 Users & Groups section:
Users
Roles
Organizations
Users
Users
Related Information
o[Password settings] - Password strength
o[Application settings] - Bizview messaging service
o[Organizations] - Organization
o[Single sign on]- Configure SSO (Single Sign On)
o[User attributes] - Configure attributes
o[Jobs] - Configure jobs
oObject values] - Assign object value access
All employees that have access to the Bizview application must be defined as a ...
Roles
Roles
Related Information
[Users] - Users
[Organizations] - Organizations
A 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 this feature by selecting System > Users & Groups >...
Organizations
Organizations
Related Information
[Users] - Users
[Object Values] - Assign object value access
An Organization is used to group Bizview users into organizational units where you can assign Client access, Object values, and Planning version access. This is different from the Role feature, where you assign access to end user features such as Dashboards and Templates.
Organizations al...
Clients
Clients
Here, you find information regarding how to configure clients and copy clients.
The following functions are available in the Clients section:
Clients
Copy Client
Clients
Clients
Related Information
Copy Client
Currency Code
Clients are a key concept in Bizview. Every installation of Bizview can contain one, or more, Clients. A Client can be defined as a company that has its own set of object dimensions, and therefore, a unique accounting string. As soon as you have entities with separated charts of accounts or vastly differing operational parameters, you s...
Copy Client
Copy Client
Related Information
Create Client
Export Client Data
The Copy Client feature is very useful when creating more than one Client. It is often easier to copy a client to new client, and edit settings in the new client, rather than creating a new Client from scratch. in this dialog, you can copy parts of the available settings, or everything, including stored budget data.
Access ...
Other System Data
Other System Data
The following functions are available in the Other System Data section:
Attributes
Template Categories
Comments Categories & Blocks
Currency Codes & Pairs
Attributes
Attributes
Related Information
Clients
Users
Object Attributes
Template Design
An attribute can be added in Bizview and used to add some property to a Client, User, Object, or Data. These attributes will be treated as new information in addition to the data stored in the standard tables for Client, Object, or Data. You can think of them as new columns in the standard Client, User, Objec...
Template Categories
Template Categories
Related Information
Template Design
Template Groups
A Template category is a way of categorizing templates into logical groups. This is especially useful if there are many templates in the user selection interface.
Access Template Categories by selecting System > Other System Data > Template Categories:
The Template Categories page displays, as shown below:
To creat...
Comment Categories & Blocks
Comment Categories & Blocks
Related InformationGeneral Comments
This section contains information on how to add, edit, and delete comment categories and blocks. You can also choose who will have access, and which access they should have to the comment categories.
This section contains the following topics:
Comment Categories
Comment Blocks
Access the Comments section by selecting System >...
Comment Categories
Comment Categories
Related InformationComment Blocks
The purpose of Comment Categories is to categorize and manage access to general comments.
Access Comment Categories by selecting System > Other System Data > Comment Categories & Blocks:
The Comment Categories & Blocks grid displays, as shown below:
In the Comment Category grid, you can view the comment categories that exist in the ap...
Comment Blocks
Comment Blocks
Related Information
Comment Categories
Add Comment Blocks in Template
The purpose of the Comment Block is to determine where the comments should be positioned within the report/form. Using comment blocks are not necessary if you only want comments to be shown in a comment panel to the right of the actual report/form. Blocks only need to be defined if specific comments (com...
Currency Codes
Currency Codes
Related Information
Currency Pairs
Currency Rates
Bizview includes pre-loaded currency codes for each available currency in the world. In this dialog, you select which of these should be available in the Bizview application.
Access Currency Codes by selecting System > Other System Data > Currency Codes & Pairs:
The Currency Codes & Pairs page displays, as shown below:
T...
Currency Pairs
Currency Pairs
Related Information
Currency Codes
Currency Rates
In Bizview, you have the opportunity to work with currency rates between currencies. Before you can assign rates to the relations, you need to pair the currency codes. In this dialog, you enter the currency pairs that should be available for assigning currency rates.
Access Currency Pairs by selecting System > Other System...
Designer Tools
Designer Tools
Delete this text and replace it with your own content.
Pane Designer
Pane Designer
Related Information
Selection Panes
Pane Worksheet
CF_GETPANEVALUE
Data Views in Pane Designer
Standard Pane Procedures
The Pane Designer lets you design the Selection Panes that enable the user to filter and affect how the Report, Form, Gridform, Dashboard, or Job should be opened.
Access the Pane Designer by selecting System > Designer Tools > Selection Panes:
The Selec...
Template Scripts
Template Scripts
Related InformationTemplate Design
In the Script Editor, C# or VB scripts can be created to achieve additional changes, behaviors, or functionality to a template when generated. This is where you can add any behavior that Bizview normally does not handle! These scripts are then connected to the template in the Scripts worksheet properties tab and executed accordingly. Sin...
Cell Styles
Cell Styles
The users have the ability to define cell styles, which enable customized formatting for cells within templates. These cell styles can be established at the client level, allowing greater flexibility. Once defined, these styles can be easily applied during the template design process, enhancing the overall presentation and usability of the templates. Additionally, it includes a se...
Export Templates
Export Templates
Related InformationImport Template
The Export Templates function enables you to create a compressed file of everything you need to reuse a certain template, in another solution.
The advantages of this function (compared to a simple Excel export) are:
The compressed file contains all related data for the Template(s), such as Template scripts, Data scripts, Images, Categori...
Import Templates
Import Templates
Related InformationExport Template
The Import Templates function enables you to import a template from another solution. This function is useful if you want to reuse a previously defined template.
Compared to a simple Excel export, some advantages of this function are:
The compressed Export file contains all related files and information, such as Templates, Template scri...
Template Search
Template Search
When a template is saved in template design, information about the template is also saved in the database. The information can be viewed under menu item "Template Search" in System menu. At the moment, only templates with template type REPORT, FORM, GRIDFORM, and WEBLINK are saved.
Access this feature by selecting System > Designer Tools > Template Search:
The Template Se...
Data Services
Data Services
This 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 config...
Data Sources
Data Sources
Related Information
Data Provider
SOURCE
Data Views for Analytics
A 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 been setup correctly.
Acce...
Data Providers
Data Providers
Related InformationData Sources
Note: Data Providers has been deprecated in HTML5.
A .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 t...
Data Containers
Data Containers
A data container can be considered as a “box” that stores data. For example, planning data and actuals
data can be stored in data tables within a data container. Typically, each instance has one data container.
Access Data Containers by selecting System > Data Services > Data Containers:
The Data Containers page displays the list of data containers, as shown below:
Expand t...
Data Tables
Data Tables
The data tables are used for storing object and fact data that need to be configured by a System Administrator. It resembles a typical SQL Server database table, featuring rows and columns. This is done in the Systems menu. When designing the data tables and link that to specific data containers, the designer then synchronize the setup to the database and actually create physical ...
Data Views
Data Views
Related Information
Data Views in Pane Designer
Data Views for Analytics
Dataviews are the logical layer between database tables and templates. They can act as a data source to templates. There are two main purposes of using Data Views: Selection Pane and Analytical Reports.
This topic contains the following sections:
Access Data Views
Data views usage in Selection Pane
Data vi...
Data View Fields
Data View Fields
Related InformationData Views
The purpose of a Data View is to create a list of values to be used in, for example, Selection Panes.
Important: There are new validation rules that apply when designing a template in template version one. With this new validation process, you are unable to save a Template sheet that does not include a Data View field name.
Access Data Views ...