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  • Sage X3 Intelligence Reporting (Product Update 9)

    Installation and Upgrade Guide

  • Sage X3 Intelligence Reporting Page 2 of 41

    The software described in this document is protected

    by copyright, and may not be copied on any medium

    except as specifically authorized in the license or

    nondisclosure agreement.

    This document is also protected by copyright, and

    may not be reproduced or transmitted, in whole or in

    part, by any means, including photocopying,

    facsimile transmission, or reduction to any electronic

    medium or machinereadable form, without the

    express written consent of Sage Software Inc.

    2015 Sage Software, Inc. All rights reserved.

    The Sage Software logo and the Sage Software

    product and service names mentioned herein are

    registered trademarks or trademarks of Sage

    Software, Inc. or its affiliated entities. Adobe and

    Adobe are registered trademarks of Adobe Systems,

    Incorporate.

    Microsoft, the Microsoft logo, MS, MSDOS, FRx,

    Microsoft Excel, Windows and Windows NT are

    trademarks of Microsoft Corporation. Other product

    names are trademarks or registered trademarks of

    their respective owners.

  • Sage X3 Intelligence Reporting Page 3 of 41

    1.0 Introduction 4

    1.1 How to use this guide 4

    2.0 Getting Started 5

    2.1 System Requirements 5

    2.1.1 Recommended System Requirements 5

    2.1.2 Database Connectivity Supported 5

    3.0 Installing Intelligence Reporting 7

    3.1 Installing the Software 7

    3.2 Upgrading the Software 14

    3.3 Retrieving the Latest Report Templates when

    Upgrading 19

    4.0 Licensing Intelligence Reporting 22

    4.1 Entering License Information 22

    5.0 The MetaData Repository 24

    5.1 The Benefits of the MetaData Repository 24

    5.2 Locating your MetaData Repository 24

    5.3 Allowing Report Templates to be Accessed by

    Multiple Users 24

    6.0 Setting up User Access 25

    6.1 Managing User Security 25

    6.1.1 The Security Manager 25

    6.1.2 Activating the Security Manager 26

    6.1.3 Adding Roles 27

    6.1.4 Adding Reports to Roles 28

    6.1.5 Allow Report in this Role to be edited 29

    6.2 Managing Access to Sage X3 Data 30

    6.2.1 Creating a Sage X3 SQL database user 30

    7.0 Using Intelligence Reporting 33

    7.1 Overview of Intelligence Reporting Modules 33

    7.2 Overview of Standard Report Components 34

    7.3 Opening the Intelligence Reporting Modules 34

    7.4 Running Reports from the Report Manager 35

    8.0 Troubleshooting 37

    8.1 BI Tools tab missing in Excel 37

    8.1.1 Why does this happen? 37

    8.1.2 Solutions 38

    8.2 Report Designer Task Pane is missing or closed 39

    8.2.1 Why does this happen? 39

    Table of Contents

  • Sage X3 Intelligence Reporting Page 4 of 41

    1.1 How to use this guide

    This guide is designed to assist you to upgrade your current installation or set up a new

    installation of Sage X3 Intelligence Reporting. This guide relates to the version 7.6.1 release

    of Intelligence Reporting.

    This guide provides the information you need to:

    Install or upgrade Sage X3 Intelligence Reporting.

    License Sage X3 Intelligence Reporting.

    The order of topics in this guide matches the sequence of tasks you would typically perform

    to install and set up Intelligence Reporting.

    We assume that you:

    Have completed Sage X3 installation and setup.

    Have experience working with Sage X3.

    Note: This guide contains troubleshooting tips and technical information on configuring

    supported accounting systems and database engines for use with Intelligence Reporting.

    However, this guide is not a replacement for a qualified network or database

    administrator.

    1.0 Introduction

  • Sage X3 Intelligence Reporting Page 5 of 41

    2.1 System Requirements

    Before you can install Intelligence Reporting on a workstation or server ensure that your

    hardware and software meets at least the recommended system requirements and that you

    have the necessary prerequisites installed.

    2.1.1 Recommended System Requirements

    One of the following operating systems fully installed and operational:

    Windows 7 (32 and 64 bit)

    Windows 8 (32 and 64 bit)

    Windows Server 2008

    Windows Server 2012

    Windows Terminal Server

    Ensure Sage X3, is fully installed and operational. For a complete guide on installing

    Sage X3, please refer to the Sage X3 Installation Guide.

    Note: You do not need to have Sage X3 installed on the same workstation, however, the

    workstation will need to be able to access to the Sage X3 SQL database.

    Microsoft .Net Framework 4.0 (This will be installed upon installation of Intelligence

    Reporting if it is not present).

    Microsoft Excel 2007 or higher. Open Microsoft Excel at least once to ensure that it is

    fully licensed and activated before installing Sage Intelligence Reporting. Close Microsoft

    Excel before beginning the installation.

    Hardware: CPU > 1.3 GHz

    Memory: 4GB RAM

    Hard Drive Space: 350 MB

    2.1.2 Database Connectivity Supported

    Intelligence Reporting uses ODBC and OLEDB technology to gain access to Open Database

    Systems. Intelligence Reporting includes direct support for most popular database systems

    and Connection Types which are included within the Connector. For systems where a

    Connection Type does not exist but where the system has an ODBC driver these can be

    accessed via the System DSN connection types within the Connector.

    2.0 Getting Started

  • Sage X3 Intelligence Reporting Page 6 of 41

    The Sage X3 database type supported is:

    Microsoft SQL Server

    Tip: Although the standard Intelligence Reporting report layouts are for Microsoft SQL

    databases only, Intelligence Reporting will allow the user to connect to Oracle databases

    as the software supports any ODBC connection. Once you have set up this connection in

    the Connector, you will be able to create containers and reports based on data stored in

    your Sage X3 Oracle database.

  • Sage X3 Intelligence Reporting Page 7 of 41

    3.1 Installing the Software

    Intelligence Reporting must be installed on all workstations on which the software will be

    used. The following steps should be followed if you are installing Intelligence Reporting for

    the first time. If you already have a previous version of Intelligence Reporting installed and

    wish to upgrade to the latest version of the software, please refer to the section on upgrading

    the software.

    Before installing Intelligence Reporting please ensure that you have familiarized yourself

    with the system requirements.

    1. Download Sage X3 Intelligence Reporting version from the Sage Intelligence website

    www.sageintelligence.com

    2. Save the Sage X3 Intelligence Reporting.exe file to your local machine or network.

    3. Ensure that all instances of Microsoft Excel are closed.

    4. Run the Sage X3 Intelligence Reporting.exe file. You will need Microsoft Visual Studio

    Tools for Office runtime to be installed. Click on Install.

    5. The Install Wizard will appear. Click on Install.

    3.0 Installing Intelligence Reporting

    http://www.sageintelligence.com/

  • Sage X3 Intelligence Reporting Page 8 of 41

    Note: Intelligence Reporting requires the Microsoft.NET 4.0 Framework and you will be

    prompted to install this if it is not already installed.

    6. Select Next to install to the default Installation destination location C:\Sage Intelligence\.

    Select Change to change the default Installation destination location.

  • Sage X3 Intelligence Reporting Page 9 of 41

    7. When prompted to choose a location, ensure that you select the correct region and then

    select Next.

    Note: Sage X3 Intelligence Reporting will run on a 30-day Free Trial licence that has no

    limitations. Once this licence has expired you will need to register your software. Please

    refer to Licencing Intelligence Reporting for more information on how to licence your

    software.

  • Sage X3 Intelligence Reporting Page 10 of 41

    8. Select Install.

    9. After installation is complete, you will be prompted to create a new Sage X3 SQL

    database user to use when logging in to Intelligence Reporting. This automates the

    process of manually creating a Sage X3 database user as described in the section

    Creating a Sage X3 SQL database user. Select Next to continue or Finish to exit the

    SQL User Creation Tool and complete the installation.

  • Sage X3 Intelligence Reporting Page 11 of 41

    10. Enter the SQL Server and the existing SQL database username and password to

    connect to the specified SQL server. Select Connect.

    Note: A Start Menu shortcut will be created to allow you to launch the SQL User Creation

    Tool at a later stage should you wish to create a new SQL database user after installation

    has been completed, for example to the SEED schema for demonstration reports.

  • Sage X3 Intelligence Reporting Page 12 of 41

    11. On the left, select the Sage X3 database which you wish to report on. This will be the

    database and schema your company data is found on. On the right, select the relevant

    schema for