System

The system settings are where global operations parameters are set. These settings have effect for the entire installation for both Dynamic AI Server and Dynamic AI Enterprise.

System settings

The system settings are accessed from the administration menu under General / System. They consist of 3 options called System, System parameters and Import/Export.

System opens a tabbed interface for maintaining various system options. They are grouped in general settings, security related settings, alias handling settings and a tab called setup with language options and system information.

System Parameters is a mirror of some of the known settings in the general, security and alias tabs, and also a place where miscellaneous other settings (experimental, extensions and non standard) are maintained.

Import/Export provides functionality to move report definitions and other Dynamic AI objects between installations.

General

The General tab has the following settings:

Security

The Security tab has the following settings:

Alias

The Alias tab has the following settings for each of the 10 possible aliases:

Setup

The Setup tab lets you pick the languages you want to use and to reset your activation data.

Resetting activation

You can reset the activation from system/setup. You need to reset your activation if you receive a new license code (when upgrading to more concurrent users or from Dynamic AI Server to Dynamic AI Enterprise)

System parameters

The system parameters let administrators maintain additional parameters.

Scheduled delivery

This option lists currently configured scheduled report deliveries. It allows administrators to modify or delete schedule items.

Schedule parameters are in an internal format and should not be changed unless specific instructions have been given by your vendor.  Instead, each user can administer own schedules on their user profile.

Import/export

The Import/export interface allows administrators to move a subset of the defined objects to another installation or to send them to their vendor for troubleshooting.

Running Import/Export

Users that have the “Import/Export” right assigned to their account can access the Import/Export main screen from System settings.

Exporting

To export definitions, click the Export link.

If needed, apply filters on connection, user group, sub share or report groups and press Export.

Exportable objects matching the filters are shown:

·         Connection objects

·         Dynamic View objects

·         Dynamic Dictionary objects

·         Relation objects

·         Report objects

Use the checkboxes to select each element to be exported.

You need to include depending objects as well.

Pressing the “Discover dependencies” button, will attempt to locate other objects that the current selection depends on. The same screen will be shown again, with discovered dependencies appearing in blue text.

You may now select those objects as well, and press “Discover dependencies” again. Repeat until no more dependencies are discovered. Then press “Next…”

After pressing “Next…” up to 4 files are generated in the root Dynamic AI folder (typically c:\program files\dynamic ai server\):

Screen indicating successful export.

You might want to print the screen for later reference. The original Internal ID’s could be useful for troubleshooting.

If you chose not to export dictionary or relation information, the respective files were not created.

Importing

To import definitions, take the generated *.DIM files to the receiving Dynamic AI Server and place them in the root Dynamic AI folder (typically c:\program files\dynamic ai server\)

Verify that all users are logged out of the system.

Select the “Import” link from the main page of the Import/Export function.

The Import function reads the *.DIM files and displays information about items found:

Before pressing the Continue button, review that the displayed information is correct.

Note that the

“Rights found” number includes connection definitions, Dynamic View definitions and reports

“Report elements found” number is probably quite large. All fields, extra captions, picture element etc counts toward this total, so a large number is most likely ok.

Also review the import options:

Check this box to change owner, users and designer rights on each object into the XXXXXX group.

(This allows you to let a user group different from the specified take ownership of imported items. Note that this applies to everything imported.)

Check this box to allow overwriting of existing Dictionary information.

(If both source and destination servers have dictionary information from the same Connection/table set, the dictionary information cannot be merged together. In this case dictionary information from the source is ignored, unless you set this option that allows destination dictionary information to be replaced.)

Delete import files after import

(Import files are removed after import)

Prefix report group names with: ZZZ
(This option renames the report groups for easier identification after import.)

Verify that you have a current backup of the repository on the destination Dynamic AI server, then press continue to start the actual import

Depending on the number of elements to import, the import process will take from a few seconds to several minutes.

After a successful import, a confirmation is displayed.

The import definition files (*.DIM) can now be removed.

After import, server settings are automatically reloaded.

Import/Export considerations

Connection parameters may have changed.

For file based data sources, you may have to verify their locations.

For server based data sources, you may have to verify server location information (server names, IP addresses).

If you move connection objects between servers that use different license codes, you will need to update the connection password since it is encrypted using parts of the license code as key.

Orphan Users

If imported reports were assigned to users or groups that do not exist in the destination repository and the change owner information option was not used, you will have to manually create the users and groups to be able to access the reports.

Refer to the source Dynamic AI server for user and group names.

Forgotten elements

If the exported elements did not include all referencing reports or other element, it is probably easiest to restore the backup of the destination repository and redo the export.

Styles not matching

Style information is not exported; however, each report references styles by internal ID. In some cases the imported reports uses styles that match existing styles in the destination. Please review that the correct styles are used and select the correct style where appropriate. Remember that each report may reference 3 styles (form style, list style and chart style). A style that does not exist on the destination server must be created before the imported reports can work.