Query & Analysis Installation Guide Performance Management Query & Analysis Installation Guide Issued: October 2007 Document Number: P3629A US Query & Analysis version: 10.0.0 Disclaimer: Infor PM Query & Analysis is used in conjunction with third party companion products, such as operating systems and database systems. Query & Analysis is only supported for companion products that are in turn currently supported by their respective parent company. Please refer to the Query & Analysis Support Policy for full details. Copyright © 2007 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners. www.infor.com. 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Infor Global Solutions 13560 Morris Road Suite 4100 Alpharetta, GA 30004 Tel: 678-319-8000 Fax: 678-319-8682 Web: www.infor.com Query & Analysis Installation Guide Welcome 1 Before You Begin 2 Query & Analysis Installation 6 Advanced Installation Modes 47 Query & Analysis XL 51 Query & Analysis Word 53 Query & Analysis NetEnterprise 54 Query & Analysis Alert Server 61 Query & Analysis eAlert (Browser) 72 Query & Analysis Executive (Browser) 78 Internet Security 88 Query & Analysis Financial Reporting 91 Terminal Server & Citrix 95 Uninstalling Query & Analysis 97 Troubleshooting 100 Table of Contents Query & Analysis Installation Guide 1 Welcome to the Infor Performance Management - Query & Analysis Installation Guide. The guide provides detailed instructions for installing Query & Analysis 10. Assumptions This guide has been written with the following assumptions: You have a working knowledge of Microsoft® Windows®. You are familiar with ODBC Administrator. You have a working knowledge of the selected database server and computer systems, including installing software and working with networks. You have read the Query & Analysis ReadMe file supplied with Query & Analysis. It can be displayed at the commencement of installation. Welcome Query & Analysis Installation Guide 2 General Requirements Before you begin the Query & Analysis installation, check you have the following information: The Product database server name and software. Product database name. The Systems Administrator password for the Product database. Client Requirements Each client computer requires the following configuration to use Query & Analysis: Intel® Pentium® III (1 Ghz) processor. An Intel® Pentium® 4 (2GHz) processor, or equivalent, is recommended. In addition to memory requirements specified for the operating system and Microsoft® Office suite, a further 32 MB of RAM is required. A total of 1 GB RAM is recommended. Hard disk drive with 100MB free space. Microsoft® Windows® XP Pro, Windows® 2003 or Windows Vista™ with the latest service packs. Microsoft® Office XP or Office 2003. Microsoft® Internet Explorer® 6 or later. Microsoft® .NET Framework 1.1 and 2.0 Java® J2SE 5.0.0 or later. MDAC 2.8 or later. Before You Begin Query & Analysis Installation Guide 3 Server Requirements Each server computer requires the following configuration to use Query & Analysis: Microsoft® Windows Server® 2000, Windows Server® 2003 (32-bit) or Windows Server® 2005 with the latest service packs. Microsoft® Office (only required for the Query & Analysis Alert Server processes: Excel worksheet and Word document). Internet Information Services running when Query & Analysis is implement across the web. For a Query & Analysis application within a Citrix® or Terminal Server session: A single user requires a minimum bandwidth of 24K. Five concurrent users require a bandwidth between 64K and 128K. Note: Query & Analysis is used in conjunction with third party companion products, such as operating systems and database systems. Query & Analysis is only supported for companion products that are in turn currently supported by their respective parent company. Please refer to the Query & Analysis Support Policy for full details. Query & Analysis Installation Guide 4 Configuration The following diagram depicts a typical Query & Analysis configuration. Query & Analysis Client B Query & Analysis Client A Query & Analysis Client C Database Server Product DB Query & Analysis Microsoft Office Microsoft Windows Oracle Client * * Oracle database only Microsoft SQL, MySQL, DB2, Oracle or Microsoft Access Query & Analysis DB The Query & Analysis software and DataLinks for the products over which Query & Analysis will report are installed on each PC. The term DataLink refers to the collection of files forming the business logic layer, allowing Query & Analysis applications to present a Product Database in layout or format that can be easily recognised by the end user. Once installed on a PC, Query & Analysis will be connected to a Query & Analysis Database and one or more Product Databases. The Query & Analysis Database is a single centralised database containing Query & Analysis user, security and serialisation (licensing) details. Since the Query & Analysis Database contains settings shared amongst all clients, all clients must point to a single Query & Analysis database. The database can be an Oracle®, Microsoft® SQL Server™, Microsoft® Access™, IBM® DB2® or MySQL® database. It is recommended that the Query & Analysis Database be of the same type (where possible) as any Product Databases. For example, if the Product over which Query & Analysis is to report runs on SQL Server 2000, it is recommended that the Query & Analysis database also be a SQL Server 2000 database. Product Databases are the actual application databases over which Query & Analysis will report. In most cases Query & Analysis will be reporting over only one Product Database, but there may be several if more DataLinks are in use with Query & Analysis. Query & Analysis Installation Guide 5 The installation process is a follows: 1. Create a Query & Analysis database on the Product server. 2. Install Query & Analysis on client A. 3. Connect to the Query & Analysis database. 4. Create Query & Analysis users and profiles. Run the User Wizard to automatically create Query & Analysis users based on the names of Product users stored in the Product database. 5. Serialize Query & Analysis. Alternatively operate Query & Analysis in demonstration mode for 30 days. 6. Allocate Query & Analysis users to the Product and Query & Analysis application. 7. Test Query & Analysis XL. 8. Repeat Query & Analysis installation for the remaining clients. Clients are connected to the same centralized Query & Analysis database so creating Query & Analysis users, serialization and user allocation has been completed and does not need to be repeated. 9. If required, install NetEnterprise Server and web part for Microsoft SharePoint, Query & Analysis Alert Server, Alert (Browser), Executive (Browser) or Query & Analysis Financial Reporting. Query & Analysis Installation Guide 6 Step 1: Before Installing Query & Analysis 1. Read the Query & Analysis Installation Guide. 2. Read any Product installation addendum documents included with the Query & Analysis installation, located in the folder \LsAlchemy\<Product>\Doc Product addendum documents cover installation issues or additional steps required for specific Products. Not all Products, accessed via a DataLink, have addendum documents. Once Query & Analysis has been installed addendum documents are placed in a Doc sub-folder in the Query & Analysis program folder. By default, C:\Program Files\Infor PM QA \Doc\<Product> 3. Read the Query & Analysis ReadMe file. 4. Contact your software vendor to request a license file to serialize Query & Analysis and Product. If Query & Analysis or an Author Product is not serialized, Query & Analysis operates in demonstration mode for up to 30 days with imposed restrictions on Query & Analysis functionality. 5. Backup the computer. It is recommend that before commencing any software installation that server backup procedures are performed. Step 2: Previous Vision Installations Vision cannot be upgraded to Query & Analysis 10. Vision releases prior to, and including, Vision 6.3.3-1 should be uninstalled. Please refer to the Installation Guide supplied with the respective release for instructions on how to remove Vision, Executive (Browser) and eAlert (Browser). Backup Client Settings The following Vision user settings can continue to be used by Query & Analysis, they are retained on the client and server: Query & Analysis Installation Client Server Query & Analysis languages Users & User Profiles Alert Tasks Security options Passwords Dictionary items Query & Analysis Installation Guide 7 Before removing Vision 6.3.3-1 you will need to backup client settings. The procedure is detailed below: 1. If language keys have been modified in Vision then languages should be exported to a file. In Maintenance, run the Languages utility and export languages to a file. Once Query & Analysis has been installed, the Vision language file should be imported into Query & Analysis. 2. If Alert Tasks have been created in Alert Editor, these must be exported to a Task file (*.tsk). In Alert Editor, select Export Task from the task menu and complete the Export dialog box. Once Query & Analysis has been installed, the Vision Alert Task file should be imported into Query & Analysis. 3. Make a backup copy of all DataLinks. DataLinks reside in the LsAlchemy folder. The default location is C:\Program Files\Vision\Settings. Copy the LsAlchemy folder to a temporary folder. Once Query & Analysis has been installed, run the Update DataLinks utility and point to the temporary LsAlchemy folder. The DataLinks will be installed into the Query & Analysis settings folder: C:\Program Files\Infor PM QA\Settings\LsAlchemy. 4. Uninstall Vision. Click Yes to remove all settings. Note: Vision must be fully removed before installing Query & Analysis. Do not retain Vision settings. Vision settings and DataLinks are duplicated in a backup folder in the Vision program folder, by default C:\Program Files\Vision\Backup\Settings. 5. Proceed with the installation of Query & Analysis. Vision XL Workbooks The Vision XL add-in location has changed from C:\Program Files\Vision to C:\Program File\Infor PM QA. When existing Vision workbooks are opened in Excel, and with Vision removed, the application will be unable to locate the LsAgXLB.xla file. To address this there are two courses of action that can be taken, either: Edit the XL add-in link location for each XL formula in the workbook. Run Excel, open the workbook and select Links from the Edit menu. Update the link to the Q&A XL add-in location, C:\Program Files\Infor PM QA. This is the recommended procedure. Also see Query & Analysis XL section. Install Query & Analysis to the original Vision folder location, by default C:\Program Files\Vision. [...]... in Query & Analysis Maintenance (About tab) Query & Analysis Alert Services, Query & Analysis Executive (Browser) and Query & Analysis eAlert (Browser) require Application User Profiles to be disabled Query & Analysis Installation Guide 19 Query & Analysis on Citrix and Terminal Server: For this type of installation Application User Profiles must be initially disabled during the installation After installation. .. If enabled, the Query & Analysis installation includes Query & Analysis XL and Query & Analysis Cache in Microsoft® Office Excel® If cleared, use the Configure Microsoft Office utility in Query & Analysis Maintenance to add the Query & Analysis XL and Cache Add-ins to Microsoft Excel See the Query & Analysis XL chapter Query & Analysis on Citrix and Terminal Server: For this type of installation this... Query & Analysis Installation Guide 15 Step 5: Install Query & Analysis 1 Logon to Windows with Administrator access 2 On the local computer insert the Query & Analysis Install CD To install Query & Analysis over a network copy the entire contents of the Query & Analysis Install CD to a network drive 3 Start Welcome.exe to open the Query & Analysis installation Welcome screen It provides access to installation. .. Domain list Query & Analysis searches this Domain in order to create Query & Analysis users 3 Click the Next button 4 By default the Guest profile is assigned to all Query & Analysis users Click the assist button to nominate an alternative Query & Analysis profile The Query & Analysis profile determines which features are activated in Query & Analysis applications and the Product A Query & Analysis user,... server Query & Analysis Installation Guide 29 Creating Query & Analysis Users - User Wizard This section details how to create Query & Analysis users by running the User Wizard The User Wizard can create Query & Analysis users based on either: Product users stored in the Product database Windows users within a Windows domain For Product users, the wizard creates Query & Analysis users, Query & Analysis. .. below Query & Analysis Software Query & Analysis Database The following procedure points the Query & Analysis software to the Query & Analysis Centralized database 1 Select Query & Analysis in the Connection Wizard’s Product list 2 Click Next 3 Select the Database type Microsoft SQL Oracle Microsoft Access DB2 MySQL 4 Click Next to set database access details Query & Analysis Installation Guide 22... browser products, Query & Analysis Executive (Browser) and Query & Analysis eAlert (Browser), which operate over the internet Query & Analysis Installation Guide 31 Remote Logon access is requested prior to Query & Analysis Logon details; so both logon details must be correct in order to start the Query & Analysis browser product Remote Security is also used to determine which Query & Analysis users have... conducted by experienced Query & Analysis users The installation can be customized for local and corporate environmental considerations See the Custom Installation section for further details 15 Query & Analysis components are listed, click Next The Connection Wizard is displayed Query & Analysis Installation Guide 17 Custom Installation With a custom installation Query & Analysis installation settings... Properties dialog box If you intend to use Query & Analysis NetEnterprise Server, Query & Analysis eAlert (Browser) or Query & Analysis Executive (Browser) that require IIS or web services, also grant Query & Analysis database access with the same roles to the default accounts: ASPNET for Windows 2000 / XP IIS_WPG for Windows 2003 Query & Analysis Installation Guide 11 Oracle Database If the Product uses... intend to store Query & Analysis centralized settings in an Access database use the LsDatabase.mdb file provided The file should be moved from the Query & Analysis program folder to a shared network drive All Query & Analysis clients should then point to this database in a central location Query & Analysis Installation Guide 14 Step 4: Terminal Server or Citrix If you are installing Query & Analysis on . www.infor.com Query & Analysis Installation Guide Welcome 1 Before You Begin 2 Query & Analysis Installation 6 Advanced Installation Modes 47 Query & Analysis XL 51 Query &. Query & Analysis Installation Guide Performance Management Query & Analysis Installation Guide Issued: October 2007 Document Number: P3629A US Query & Analysis. Analysis XL 51 Query & Analysis Word 53 Query & Analysis NetEnterprise 54 Query & Analysis Alert Server 61 Query & Analysis eAlert (Browser) 72 Query & Analysis Executive (Browser)