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
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...
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 ...
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...
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...
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 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 ...
Dashboards
Dashboards
Here, 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 Designer
Grant Access to Dashboards
Export Dashboards
Import Dashboards
Dashboard Designer
Dashboard Designer
The 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...
Export Dashboards
Export Dashboards
Related InformationImport Dashboard
The 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 ...
Import Dashboards
Import Dashboards
Related InformationExport Dashboards -Export a dashboard and all contents
The 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, D...
Processing Services
Processing Services
Related InformationProcessing Service
Here, you find information regarding how to configure jobs that can be scheduled or executed by end-users. A job is a batch process executed on the server, managing data, or for example, producing reports to the user document archive.
The following functions are available in the Processing Services panel:
Job Templates
Job Schedules...
Job Templates
Job Templates
Related Information
The Job Template design lets you specify a Job, consisting of one or more steps, to be performed by the Processing Services service in Bizview. Using the Job Templates, you can start Reports, open Forms and save values, and execute Stored Procedures on demand by letting users start these Job(s), or scheduled using the Job Schedule feature. For instance, one...
Job Schedules
Job Schedules
Related Information
Job Templates
Processing Service
The jobs created in Job Templates can be scheduled to run on a recurring basis. For example, you might have an integration job that should run every night to refresh the values imported to Bizview.
This topic contains the following sections:
Access Schedules
Schedule Properties
Additional Information
Access Schedules
A...
System Options
System Options
Here, 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 Editor
Dashboard Panel Editor
Image Library
Cultures
Attributes
Application Settings
System Logs
Sessions
Currency Codes
Currency Pairs
Login Page Editor
Login Page Editor
Caution: This feature has been deprecated in HTML5. You can customize the login page using the Application Branding.
The Login Page Editor lets you customize the login page for Bizview. Here, you can apply custom background logotypes and colors, as well as modify how the login pane should look.
Access the Login Page Editor by selecting System Administration > System option...