This page provides information on how to configure the IFS BI Analysis Package with respect to executing user, security, basic data, BI Access Views and transfer configurations.
To make the transfer of information from IFS Applications to the BI Analysis Package specific Data Warehouse in SQL Server successful, it is important to consider the available configuration options.
The information can be used both before performing the first load of the Data Warehouse in SQL Server as well as to supply general configuration guidelines for subsequent loads.
Some general issues as e.g. translations are also handled.
Transferring information from IFS Applications to SQL Server requires a user in IFS Applications with necessary permissions and access rights. This version of the IFS BI Analysis Package only supports the Application Owner as executing user.
Note: The Application Owner has access to all database objects but by default this user does NOT have access to the data, due to the security implementations in IFS Applications.
The executing user also controls the language that will be used. The following is important to configure before extracting any data:
This section deals with data object access and data access related to IFS Applications and also provides some information about security handling in SQL Server. Learn more >>
More about how translations are handled can be found here >>
The IFS BI Analysis Package requires that basic data has been set up properly in IFS Applications. Learn more >>
Extracting data from IFS Applications to the Data Warehouse in SQL Server is done by accessing BI Access Views. These views represent the read interface in IFS Applications, acting as a view layer on top of the Information Source related views.
Note: BI Access Views are not available by default. It is necessary to generate these views via the IFS EE client.
Learn more about BI Access Views
The ETL process in SQL Server is dependent on so called Lookup Data, stored in a set of lookup tables in the SQL Server database. It must be made sure that these tables are correctly defined. Also refer to Basic Data in IFS Applications. Learn more about lookup tables >>
The loading of the stage area in the Data Warehouse can be handled in different ways. More information about the ETL process can be found here.
IFS BI Analysis Package supplies possibilities to configure the load volumes. This is especially important for the initial load of fact related data but also for the subsequent loads in order to be able to reduce the load time. Learn more >>
If the ETL process related to IFS BI Analysis Package is scheduled, it can be of great interest to know when the job has finalized and what the status was. One way of handling this is to configure a an E-mail to be sent when the SQL Server Agent Job finalizes.
Read more here.
To learn more about BI Demo Data, please refer to >>
To learn more about IFS Gauges for Office Apps, please refer to >>
To learn more about Excel Dashboards, please refer to >>