Deilot 08095

Performance Management
Query & Analysis

Installation Guide
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.
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Table of Contents
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
Welcome
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.
Before You Begin
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.
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.
Configuration
The following diagram depicts a typical Query & Analysis configuration.
Database Server
Product
DB
Query &
Analysis
DB
Microsoft SQL, MySQL, DB2,

Oracle or Microsoft Access
Query & Analysis

Microsoft Office
Microsoft Windows
Oracle Client *
Query & Analysis
Client A
Query & Analysis

Client B
Query & Analysis

Client C
* Oracle database only
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.
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
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:
Client
Server
Query & Analysis languages
Users & User Profiles
Alert Tasks
Security options
Passwords
Dictionary items
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.
Step 3: Create Query & Analysis Centralized Database

Note: Only one Query & Analysis centralized database is permitted per site. All client installations at a site must
point to this database. Skip this step if you are performing additional client installations or updating Query &
Analysis.
The Query & Analysis centralized database can be a Microsoft SQL database, Oracle database, DB2 database,
MySQL database or the Microsoft Access database provided. It is recommended that Query & Analysis centralized
database is the same type as the Product database. The database can be created on the Product server or a
separate server.
The database contains user information, serialization details, dictionary and global settings. It consists of
approximately 50 tables and is about 10 MB in size. All Query & Analysis users point to a single Query & Analysis
centralized database.
If you intend to run Query & Analysis NetEnterprise create a Microsoft SQL, MySQL, DB2 or Oracle database.
To create Microsoft SQL database, click here.
To create an Oracle database, click here.
To use the Microsoft Access database, click here.
Microsoft SQL Database

If the Product uses a SQL database then create a SQL database for Query & Analysis. Access to the database can
be made by SQL Server logon or Windows Authentication. Windows Authentication is more secure since SQL user
details are visible in the Query & Analysis Client Setup application. For full details please refer to your SQL Server
documentation.
The steps detailed below describe how to create a Windows Domain Group for Query & Analysis users. Thus as a
Query & Analysis user they are a member of the Domain that is granted access to the SQL database. This makes
future administration tasks such as adding a Query & Analysis user and ensuring access is granted a straight
forward process.
1.
Create a Domain Group, for example QUERY & ANALYSIS GROUP
2.
Add Windows users to the Group. The Windows users will ultimately be created as Query & Analysis users.
3.
Start SQL Server Management Studio as an Administrator.
4.
In the Database server tree, right-click Security and select New > Login.
The Login New Properties dialog box is displayed
5.
Click the Login name Search button.
6.
In the Select User or Group, type the Domain name followed by backslash and the group name. Alternatively,
click the assist button to browse accessible domains for the group. For example, SALESDOMAIN \ QUERY &
ANALYSISGROUP.
7.
Click Check Names and OK.
8.
In the Database tree, right-click Databases > New Databases
9.
In the Database name box, type in Vision or similar name.
10.
Click OK. The Query & Analysis database is created.
11.
Open the Properties of the Login QUERY & ANALYSISGROUP
12.
Change Default database from Master to Query & Analysis.
13.
Select the User Mapping page.
14.
Select the Query & Analysis database.
15.
Select the Database Roles permitted to the Windows Domain Group. Query & Analysis requires the following
permissions:
public
db_ddladmin - permits the creation of tables and views
db_datareader - read access to DataLink
db_datawriter - write back access for Data Sends
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16.
Click OK to close the Login 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
11
Oracle Database
If the Product uses an Oracle database then create a new Oracle schema to store the Query & Analysis tables on
the server.
A Net Service Name defines how to access an Oracle database across a network. On each of the client PCs, Net
Service Names should be created for the Query & Analysis Centralized database and the Products Oracle
database
Create an Oracle Schema

To create an Oracle schema / user on the server:
1.
On the server, start Oracle Enterprise Manager Console.
2.
Select Launch Standalone if Oracle Management Server is not available.
3.
Select the Oracle Instance that hosts the Product database.
4.
If the instance name is not in the database list, select Add Database to Trees from the Object menu item and
enter the server and database details.
The Net Service Name appears in the Database tree.
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5.
Select the database and logon with sys credentials.
6.
Expand the Product database in the tree and select Schema.
7.
Click Create schema objects.
8.
Select User from the Create list.
9.
In the Create User dialog box, complete the following settings:
10.
General tab: type Query & Analysis into the Name box and specify a password.
Role tab: select Connect role.
System tab: select Create Synonym, Create Table and Create View privileges.
Quota tab: type 50 Mb in the Users setting.
Click the Create button.
Create an Net Service Name

To create a Net Service Name for Query & Analysis and the Product on the client:
1.
On the client, start Oracle Net Manager.
2.
On the Edit menu, click Create. Net Service Wizard starts.
3.
Type in the Query & Analysis Net Service Name for the server. This appears in the Service Naming tree.
4.
Select TCP/IP (Internet Protocol).
5.
Type in the Host Name, this is the Query & Analysis server name.
6.
Type in the Port Number, by default 1521.
7.
Type in the Instance / Service Name; the global database name.
13
8.
Test access to the database. It is assumed the test is successful.
9.
Close Net Service Wizard.
10.
Save Network Configuration.
11.
Repeat the process, this time create a Net Service Name for the Product.
12.
Exit Oracle Net Manager.
Microsoft Access Database

During installation a Microsoft Access database is placed in the Query & Analysis program folder. If you 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.
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Step 4: Terminal Server or Citrix

If you are installing Query & Analysis on a Citrix or Terminal Server system, conduct the procedure below.
Note: Query & Analysis cannot be installed over a network from a mapped drive on a Remote connection to a
Terminal Services/Citrix server. This is a limitation of InstallShield. If you wish to install Query & Analysis via a
Remote connection to a Terminal Services/Citrix server, you can use Universal Naming Convention (UNC) path
(e.g., '\\server\software\Query & Analysis'), copy the files to a local drive and then run the install program
manually.
1.
Log on locally to the Citrix server, ensuring the user has administrator rights.
2.
Log off any users currently logged on.
3.
Use Add or Remove Programs utility to install Query & Analysis.

Alternatively, at a command prompt type c:\change user /install before running Setup.exe.
Once Query & Analysis has been installed, type c:\change user /execute
Note: In a Citrix environment, install Query & Analysis with Application User Profiles disabled and then activate
once the installation is complete. This option can be found on the About tab in Query & Analysis Maintenance.
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 prerequisite components, supporting documentation and the Query & Analysis installation
executable.
Installation Prerequisites
Query & Analysis requires Microsoft MDAC 2.8, Microsoft .NET Framework 1.1 and 2.0. They are included
with the Query & Analysis install.
MDAC 2.8 should be manually installed. Windows XP SP 2 includes MDAC 2.8. If you attempt to install MDAC
2.8 a message states that it is incompatible with this version of Windows. Click the Cancel button to close
the message.
Microsoft .NET Framework will be automatically installed if not detected.
4.
Click the Installation Prerequisites link.
5.
Click MDAC and complete the installation steps.
6.
Once complete, reboot the computer.
Run InstallShield Wizard

7.
Start welcome.exe.
8.
Click the Install Query & Analysis link to start the Query & Analysis installation program.
9.
Select the installation language and click OK.

The installation language is independent of the language Query & Analysis operates in. The Query &
Analysis InstallShield Wizard is displayed.
10.
Click Next.
11.
Click the Change button to modify the default installation folder, C:\Program Files\Infor PM QA\
16
12.
Click the Next button.
13.
Select default language. Click EN for English or JP for Japanese.
14.
Select either a Complete or Custom installation, click Next.

Complete installation is recommended and suits most users. The most common Query & Analysis
Installation options will be selected. If Query & Analysis is subsequently reinstalled or upgraded any
previous installation Custom settings are reapplied. Query & Analysis is installed by default to the folder,
C:\Program Files\Infor PM QA\. Refer to the Custom Installation section for details on which options are
enabled when a Complete installation is performed.
Custom installation should only be 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.
17
Custom Installation
With a custom installation Query & Analysis installation settings can be modified. These settings will be reapplied
during a Typical install if Query & Analysis is subsequently re-installed or upgraded.
Destination Folder
Click the Browse button if you wish to modify Query & Analysiss destination folder on the local drive.
If upgrading from a previous Query & Analysis release that was configured to use Application User Profiles, ensure
that this release is installed to the same Query & Analysis folder location.
Select Features
The Select Features dialog box is only displayed during a Custom install.
Help
[Typical installation setting: on]
If enabled, the English Query & Analysis help files are installed to the Query & Analysis help program folder.
By default, C:\Program Files\Infor PM QA\Help.
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International Help
[Typical installation setting: off]
If enabled, select the default Query & Analysis help files from a list of available languages displayed in a
subsequent step in the installation process. All the international help files are installed. The nominated
default help file is placed in the folder C:\Program Files\Infor PM QA\Help. The
remaining international help files are installed to sub folders C:\Program Files\Infor PM
QA\Help\<Language Code>, where Language Code is a two character abbreviation for the
language, e.g., JP is Japanese.
Configure Users and Security

If enabled, once Connection Wizard is complete Query & Analysis Setup starts. Query & Analysis Setup is
used to allocate users, create user profiles and load the serialization file. See Steps 7 to 9.
Use User Profiles.

User Profiles maintains a different set of Query & Analysis configuration settings for each Windows user that
logs onto the same PC. If a PC is shared among several Windows users that logon with different Query &
Analysis user details or installing Query & Analysis in a Citrix environment then User Profiles will be required.
If enabled, Query & Analysis uses Application User Profiles. On the computer, each Query & Analysis user
will have their preferred Query & Analysis settings and DataLinks. The settings are inaccessible to other
users. Typically the settings are stored in:
C:\Documents and Settings\<USER NAME>\Application Data\Lasata\Agora\Settings\
Where <USER NAME> is the Windows logon name.
Should the Windows environment specify an alternate folder location to hold User Profiles, then Query &
Analysis respects this setting and instead places the Settings folder in the revised User Profile location.
If cleared, a single set of Query & Analysis settings and DataLinks apply to all Query & Analysis users who
log on to Windows. Settings are stored under the default Query & Analysis program folder, typically:
C:\Program Files\Infor PM QA\Settings
Once Query & Analysis has been installed, Application User Profiles can be activated or deactivated 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.
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 activate Application User Profiles.
Automatically install and update DataLinks.

If enabled, all Product DataLinks contained on the Query & Analysis Install CD are automatically installed. If
cleared, you will be given the opportunity to nominate which DataLinks to install by browsing for the Product
DataLinks located in the LsAlchemy folder.
Automatically load the Word Template.

If enabled, the Query & Analysis installation includes Query & Analysis Word in Microsoft Word. If cleared,
use the Configure Microsoft Office utility in Query & Analysis Maintenance to add the Query & Analysis Word
template to Microsoft Word. See the Query & Analysis Word chapter.
Query & Analysis on Citrix and Terminal Server: For this type of installation this option must be cleared.
Automatically load the Excel Add-In.

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 option must be cleared.
Install Pivot Table Services

Install Pivot Tables Services if Query & Analysis is to be used with Microsoft Analysis Services.
If enabled, Pivot Table Services is installed on the client computer to enable Query & Analysis reporting
applications to access Microsoft Analysis Services tables stored on the Product server. If Pivot Tables
Services is not installed Query & Analysis is unable to connect and perform MDX queries on a Product
database used in conjunction with Microsoft Analysis Services.
Clear this option if you dont intend to run Microsoft Analysis Services on the Product server.
Note: To install Pivot Tables Service on Windows NT, clear the option and refer to the Troubleshooting section.
20
Install Connectivity Drivers

Query & Analysis requires drivers to connect to Foxpro and DataDirect. If enabled, the Foxpro (OLE DB,
ODBC) and DataDirect (Btrieve, Dbase) drivers are installed.
MS Visual Foxpro Runtimes

If connecting to Foxpro, install the Microsoft Visual Foxpro Runtimes.
Check for MDAC 2.8

If enabled, the installation checks whether MDAC 2.8 has been installed. If it is not detected the installation
aborts. MDAC 2.8 should be installed from the Welcome screen.
MDAC 2.8 checking is automatically performed if installing Pivot Table Services.
21
Step 6: Connection Wizard

The Connection Wizard lists all DataLinks installed to the LsAlchemy settings folder and is used to establish
communication links between:
The Query & Analysis software and the Query & Analysis centralized database
The Query & Analysis software and the Product database
All new clients should use DSN-less connections to enable Query & Analysis to access the Query & Analysis and
Product databases. A DSN-less connection is recommended over implementing a DSN connection. Unlike ODBC
Data Source Names, DSN-less connection details are stored within the password protected Query & Analysis
product thus ensuring database access settings are not exposed to other applications and users.
The procedure for creating a DSN-less connection is described 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 Wizards Product list.
2.
Click Next.
3.
Select the Database type.
4.
Microsoft SQL
Oracle
Microsoft Access
DB2
MySQL
Click Next to set database access details.
22
Microsoft SQL
Data Source Name: create a DSN-less or DSN connection. A DSN-less connection is recommended. In the
Data Source Name box type the SQL server name that holds the Query & Analysis database and precede the
name with an asterisk ( * ). If you prefer to create a DSN connection, click the assist button to start
Microsoft ODBC Data Source Administrator utility.
Database: the name of the Query & Analysis Centralized database on the server.
Time out: the length of time allowed for query to run before it is closed down. The default is zero seconds.
MySQL
Data Source Name: select a DSN connection to the MySQL database. Click the assist button to start
Microsoft ODBC Data Source Administrator utility.
Database: the name of the Query & Analysis Centralized database on the server.
DB2
Data Source Name: select a DSN connection to the DB2 database. Click the assist button to start Microsoft
ODBC Data Source Administrator utility.
23
Oracle
Data Source Name box type the Oracle net service name that refers to the Query & Analysis database and
precede the net service name with an asterisk ( * ). If you prefer to create a DSN connection, click the assist
button to start Microsoft ODBC Data Source Administrator utility and use the Microsoft ODBC for Oracle driver.
Microsoft Access
File Name: click the assist button and locate the shared network folder in which the LsDatabase.mdb
file resides.
System Database: if required, click the assist button and locate the Access system file (*.mdw).
5.
6.
Type in the Query & Analysis database User ID and Password.

The user requires read and write access permissions to Query & Analysis Centralized database.
Authentication: access to the SQL Server database can be granted by SQL Server user details or Windows
network login ID:
7.
SQL Server type in database User ID and Password.
Windows User Name authenticated Windows login details are used when connecting to the Query &
Analysis SQL database. As a valid Window user, the Window user can gain access to the Query &
Analysis database to retrieve Query & Analysis user and profile settings. The Username and Password
boxes are disabled. Ensure the SQL Server has been configured to accept Windows Authentication.
24
8.
Click the Test Connection button, Query & Analysis checks whether it can access the data source and
creates Query & Analysis objects in the Query & Analysis schema. For an Oracle installation, the Query &
Analysis schema is an Oracle synonym schema. If the test is successful the Connection Test Successful
message is displayed and the indicator turns green. If the test fails, the indicator turns red with a white
cross. Correct connection settings and retry the test.
Connection
Not Tested
9.
Test Successful
Test Failed
Once the test is successful, click the Finish button.
25
Query & Analysis Software Product Database

The following procedure points the Query & Analysis software to the Product database. As with the Query &
Analysis centralized database, create either a DSN-less or DSN connection to the Product database. A DSN-less
connection is recommended. Only database types supported by the Product are listed.
1.
Select the Product in the Connection Wizard
2.
3.
Select the Enable option to activate the Product connection.
4.
Select the Database type.
5.
Type in an Alias if required.

Alias is the name associated with a Product connection. Connection Aliases enable reports created on one
connection to be redirected to another connection without editing the original report contents.
6.
Click Next to set database access details.
Microsoft SQL
Data Source Name box type the SQL Server name that holds the Product database and precede the name
with an asterisk ( * ). If you prefer to create a DSN connection, click the assist button to start Microsoft
ODBC Data Source Administrator utility.
Database: the name of the Product database on the server.
OEM to ANSI: enable to use older OEM format instead of ANSI. This option ensures that Product databases
which are in languages that have diacritic characters (German, French etc) dont return corrupt characters.
26
Oracle
Data Source Name box type the Oracle net service name that refers to the Product database and precede the
net service name with an asterisk ( * ). If you prefer to create a DSN connection, click the assist button to
start Microsoft ODBC Data Source Administrator utility and use the Microsoft ODBC for Oracle driver.
OEM to ANSI: enable to use older OEM format instead of ANSI. This option ensures that Product databases
which are in languages that have diacritic characters (German, French etc) dont return corrupt characters.
7.
8.
Type in the Product database User ID and Password.

The user requires read access to Product tables. Some DataLinks have a Server Install Application that,
depending on the DataLink, might create tables and views in the Product database or support Data Send
functionality. In these cases the user requires read and write access privileges.
Authentication: access to the SQL Server database can be granted by SQL Server user details or Windows
network login ID:
9.
SQL Server type in database User ID and Password.
Windows User Name authenticated Windows login details are used when connecting to the Product
SQL database. The Username and Password boxes are disabled. Configure SQL Server to accept
Windows Authentication. Windows Authentication is not support by all DataLinks. See your DataLink
documentation.

Server Install Application
If the Install button is displayed execute the Server Install Application.
The Install button is displayed if the selected Product is provided with a Server Install Application. A Server
Install Application is designed specifically for the Product and its DataLink. It may assist in applying
appropriate security settings, table configuration or connection details. The Server Install creates DataLink
objects in the Product database (or Domain database / schema). Please review the Installation Addendum
documentation for your DataLink for information about the Server Install Application.
Click the Install button to activate the DataLink's Custom Install Application.
27
10.
Click the Test Connection button, Query & Analysis checks whether it can access the data source. If
successful the Connection Test Successful message is displayed and the indicator turns green. If the test
fails, the indicator turns red with a white cross, correct connection settings and retry the test.
11.
Once the test is successful, click the Finish button.
12.
Click Finish again to close the Connection Wizard.

SunSystems Global Security
If Query & Analysis detects Global Security used by SunSystems Products, Query & Analysis automatically
integrates with this security system. To continue with Query & Analysis installation, Global Security
detection will be temporary disabled and then reactivated after the Query & Analysis users have been
created and tested.
In Client Setup, on the Other tab clear the Global Security option.
13.
Click the Save button on the Client Setup dialog box. Query & Analysis installation is complete. It is not
necessary to reboot the computer.
28
Step 7: Create Query & Analysis Users and Profiles

Note: Skip this step if you are performing additional client installations or updating Query & Analysis.
Security Overview
Application Security
User
Controls access to: - Products

- Client Applications
- Site Applications
Data Source
(Executive, XL, Word)
(Alert)
A User is
assigned to a Profile
Profile
Controls access to: - Functions within Client Applications

- Functions within Site Applications
- Options (DAGs & Report Corrections)
A Profile is
assigned to a
Product User ID
Product Data Security

User ID
Controls access to:
Author Product Data
Data Source
Integrated Security
Windows User /
Domain
A User can be mapped to a Windows domain & user name, if

integrated security is supported by your operating environment. Once a
user has successfully logged on to Windows, they can immediately start
applications without the need to enter logon details.
Browser Security
Remote Users
Remote User is an additional level of security for Browser products.

The Remote Users ID and password controls access to Executive
(Browser) and eAlert (Browser) logon screens. After entering valid
details users then enter a User ID and password.
The Remote User feature can also be used to direct a user to a
specific server where load sharing is performed by multiple servers. For
example, remote logon as 'New York' or 'Tokyo' could direct the user
the required regional server.
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 profiles and maps these Profiles
to their relevant Product User ID. For Windows users, by implementing Integrated Security, on starting Query &
Analysis applications Query & Analysis users are automatically logged on since user authentication has already
been conducted by the Windows logon details effectively providing single sign-on functionality. The Wizard also
allows you to set the default password for all Query & Analysis users.
To create Query & Analysis Users with the User Wizard:
1.
In Query & Analysis Setup, on the Users menu, click User Wizard.
2.
Select either the Product or Window Users option.

Product has four options:
User Names. If enabled, the User Names will be created from the Product user names.
Map directly to users. If enabled, maps a Query & Analysis user to a Product User ID.
User Profiles. If enabled, User Names will be assigned to Profiles.
Remote Users. If enabled, creates Remote Users for Executive (Browser) and eAlert (Browser) from
the imported Product users. You may prefer to create and allocate remote users manually as a
Remote User does not have to have a one on one relationship to a Query & Analysis User. Remote
Users can be created or changed at a later point time.
Windows Users option:
Select a Windows Domain from the Domain list. Query & Analysis searches this Domain in order to
create Query & Analysis users.
3.
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, as member of a Query & Analysis
profile, inherits the features activated within the profile.
5.
Select User Security if required. This option provides additional Product specific security by mapping a
Query & Analysis user profile to a Product user retrieved from the data source. A Query & Analysis user, as
30
member of a Query & Analysis profile, will have the same permissions as the mapped Product user when
accessing the Product database.
6.
7.
The following default password options can be set for all Query & Analysis users being created:
8.
Passwords are mandatory for all users. Updated passwords cannot be blank.
A default password can be defined which will be assigned to all users.
Whether passwords will expire and the time frame.
Password length, complexity and force password change on next logon.

Remote Security provides an additional level of security for Query & Analysis browser products, Query &
Analysis Executive (Browser) and Query & Analysis eAlert (Browser), which operate over the internet.
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 administrator rights to configure which server folders can be accessed
by Query & Analysis browser product users. A Remote User is mandatory, but can be set to the system
reserved user Default to skip to the logon process,
9.
Type in Remote Security password and add a Group with administrator access. The Administrator will be able
to set which server folders can be accessed by Remote Users.
10.

A list of Users and associated User Profiles & Remote Security is displayed. Users that already exist in Query
& Analysis can not be selected and are listed with a light grey background.
32
11.
12.
This list may be modified by:
Clearing the tick (9) left of a User so it is not created.
Changing a User Profile assigned to a User from the drop-down list.
Changing a Remote Security logon by from the drop-down list.
Click the Finish button to create the Query & Analysis users. The users are listed on the User Security tab.
Note: The users demo, guest and system are default Query & Analysis users with a Guest profile.
33
Creating Query & Analysis Users Manual Method

Note: Skip this step if you are performing additional client installations or upgrading Query & Analysis.
In addition to running the User Wizard to create multiple Query & Analysis users based on Product or Windows
users, a single Query & Analysis user can be created manually.
The first step is to create a Query & Analysis profile. The profile controls the inclusion of features in Query &
Analysis applications; each separated by tabs. If a feature is disabled, as member of the profile, the Query &
Analysis user is denied access to that feature. The second step is to create a Query & Analysis user and assigned
them to a profile.
1.
Start Query & Analysis Setup.
2.
Enter the System user ID and password. The password is blank during initial configuration. Click OK.
3.
On the Profiles menu, click Add. The User Profiles dialog box is displayed.
4.
In the Code box, enter a profile name.
5.
In the Description box enter a profile description.
6.
Click the Help button for further details on each of the product and client application settings.
7.
Save the user profile.
8.
On the Users menu, click Add. The Add Users dialog box is displayed.
9.
In the User Name box, enter the Query & Analysis users name.
10.
In the Description box, enter a description for the Query & Analysis user.
The Query & Analysis password can be configured manually on the Details tab or authorized by Windows
logon by completing the Integrated Security tab.
11.
Click the Help button for further details on setting Query & Analysis user passwords.
12.
Click the User Profile assist button.
13.
Select the profile and click OK.
14.
Map a Query & Analysis User Profile to a Product user.
34
15.
Click the Save button.

The Query & Analysis user profile is assigned to the Query & Analysis user.
16.
Continue to add profiles and users as required.
35
Implementing Integrated Security Manual Method

By allocating the Windows User Name to a Query & Analysis user or profile, valid Windows logon details are used
instead of Query & Analysis logon details to permit the user access to Query & Analysis applications.
Successfully logging on to Windows effectively gives the user permission to use Query & Analysis.
There are two possible strategies:
Create a new Query & Analysis user with exactly the same name as a Windows user.
Map an existing Query & Analysis user to a Windows user or Windows Group. The names of the Query &
Analysis user and Windows user can differ.
Note: The Windows user is mapped to Query & Analysis user or profile. This affects all Products, for example if a
site had Query & Analysis for SunSystems and Query & Analysis for Micros Fidelio installed then the same
Windows user and Query & Analysis user are mapped (remembering the Query & Analysis user can be different to
a SunSystems user). The Query & Analysis user is then mapped to user within the different products. For
example - Windows user mydomain/myname is mapped to Query & Analysis user guest then mapped to PKP in
SunSystems 5 and PeterP in Micros Fidelio.
To create a new Query & Analysis user with a Windows user name:
1.
In Query & Analysis Setup, click the User Security tab.
2.
On the User menu, click Add.
3.
In the User Name box, type in the Domain and Windows user name, The syntax is
<Domain>\<Windows User>. Unlike mapping an existing Query & Analysis user, there is no need
to also allocate a Windows user to this Query & Analysis user on the Integrated Security tab.
4.
Complete the remainder of the Add Users dialog box.
5.
36
To map an existing Query & Analysis user to a Windows user:

1.
In Query & Analysis Setup, click the User Security tab.
2.
Select the user in the grid.
3.
On the Users menu, click Edit.
4.
Select Integrated Security tab.

There are three methods:
If you know the domain and user you wish to allocate, right-click the Allocate Users pane and type in
the <Domain>\<Windows User> directly into the dialog box.
Search mode which searches for names or groups specified in the Find box for the selected Domain.
The results populate the User Names list.
Browse mode which automatically populates the User Names list with all names or groups held in the
selected Domain.
In a domain with a large number of users apply Browse mode. Search mode requires the nominated user in
the Find box to be pattern matched against every user in the domain. This process can be time consuming
and is slower than using Browse mode to locate users
37
5.
Select the Domain Name & User Name to be assigned to the selected Query & Analysis User then click the
button.
6.
38
Step 8: Serialize Query & Analysis

Note: Skip this step if you are performing additional client installations.
The licensing process for Query & Analysis is known as serialization.
In order to run Query & Analysis, the Query & Analysis suite, Author Products and any Product DataLink extensions
must be serialized by uploading a license file. 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.
The serialization of Query & Analysis 10 requires a valid copy of the Product. The serialization details of your
Query & Analysis installation are linked to your Product license.
All client machines must point to the same Query & Analysis Centralized database and must also have the same
Query & Analysis Licensee No. for all products.
To serialize Query & Analysis:
1.
Run Query & Analysis Setup.
2.
On the Serialization menu, click Load from File.
3.
In the Open dialog box, navigate to the location of the supplied Query & Analysis Serialization file. The file will
have been supplied simultaneously with your software and will have a .lic extension.
Note: The Query & Analysis Licensee No. is, by default, incorporated as part of the licence file name (*.lic).
39
4.
Select the *.lic file that has been sent to you and click the Open button.
Product name displayed in pink in the Serialization grid indicates that there were licensing details for this
product included in the file, however, the DataLink for the product is not on the client machine.
5.
Click the Execute button.
6.
Click the assist button to browse for the Product key file. This file is determined by the Product DataLink.
7.
Click Open then click OK.

If details contained in the Product file match the serial number in the Query & Analysis serialization file, then
a message will appear advising Transfer Successful.
If details contained in the Product file dont match the serial number in the Query & Analysis serialization
file, then an invalid message is displayed. The message includes the Author Product Licence Key in the
serialization file followed by the number detected in the Product file.
Product names listed in pink in the Serialization grid indicate that there were Product serialization details
contained in the license file, but the DataLink for the Product has not been detected on the client machine.
Step 9: Allocating Users

Note: Skip this step if you are performing additional client installations or updating Query & Analysis.
Once the Query & Analysis users have been created, they can be allocated to applications within Products. The
number of users that can be allocated to each of the applications is determined by the license.
If Query & Analysis has not been serialized, and so is operating in demonstration mode, it is not possible to
allocate Query & Analysis users. However, during the 30-day trial period any of the unallocated Query & Analysis
user names, such as demo, can be used to logon to Query & Analysis applications.
1.
2.
On the Users menu, click User Allocation.
3.
In User Allocation window, select an application under the Product heading. For example, Query & Analysis
XL..
4.
Select an unallocated user.
40
5.
Click the right arrow button. The user is transferred to the Allocated Users list.
Continue to allocate users to applications and Products as required.

6.
Click OK and quit Query & Analysis Setup.
Step 10: Macro Security and Testing Query & Analysis

The final step is to configure Excel security settings and confirm Query & Analysis XL can extract data from the
Product database. Query & Analysis XL should be loaded when Microsoft Excel is started. Run Configure Microsoft
Office utility to include Query & Analysis XL in Excel.
7.
Start Microsoft Excel.

If the Query & Analysis XL menu is not included in the Excel toolbar, the Query & Analysis XL add-in has not
been loaded. Run Configure Microsoft Office utility, otherwise jump to step 7.
Configure Microsoft Office

8.
Close Excel and start Query & Analysis Maintenance.
9.
Click the Configure Microsoft Office button.
10.
Select the Microsoft Excel option.
41
11.
Click Apply and close Query & Analysis Maintenance.
12.
Restart Excel.
Macro Security
The first time Query & Analysis XL is used the Security Warning dialog box appears.
13.
Select Always trust macros from this publisher and click the Enable Macros button.
Depending on your Microsoft Office version it may be necessary to perform additional steps to permit
macros to run.
For Query & Analysis XL, the Excel security settings should be configured as follows:
Security level: Medium
Trust all installed add-ins and templates: enabled
Trust access to Query & Analysis Basic Project: enabled
These settings should also be applied in Microsoft Word for Query & Analysis Word. For detailed instructions
please refer to Query & Analysis and Microsoft Office Security section.
Logging On
14.
On the Query & Analysis menu, click Logon.

If the Query & Analysis menu does not appear, the Query & Analysis XL add-in needs to be activated using
the Configure Microsoft Office utility located in Query & Analysis Maintenance.
15.
Enter a Query & Analysis User ID and password of an allocated user.

An unallocated user, although able to logon to Query & Analysis XL, is denied access to the Product.
42
16.
Click OK. Query & Analysis XL logs on.
17.
If supplied, open a report pack. The report pack can be found in the Demonstration Reports program group
(C:\Program Files\Infor PM QA\Demo).
18.
Extract a report definition.
19.
Perform a Drilldown and run Hierarchy Designer.
Note: Drilldown and Hierarchy Designer must initially be run as Windows Administrator to complete the
registration of the Active X control. A standard Windows user now has sufficient privileges to use Query & Analysis.
If a report is generated, Query & Analysis has been successfully installed.
Please refer to the Query & Analysis online help on how to configure Query & Analysis users, profiles and
assign passwords.
43
Step 11: Configure SunSystems Global Security

Note: This step is only applicable to installations running SunSystems Global Security used by SunSystems
Products.
Query & Analysis supports SunSystems Global Security 1.1 or later. When Query & Analysis is installed on a
system that includes Global Security, Query & Analysis defaults to the SunSystems user security method. In
Client Setup, on the Other tab, the Global Security option is ticked. If Systems Union Security is not detected, the
option is disabled.
The Global Security model is used in SunSystems reporting solutions, such as Query & Analysis Reporting
Services. This allows SunSystems users to automatically logon to Query & Analysis applications without having to
provide separate Query & Analysis logon details.
Typically SunSystems users are initially created by the Systems Union User Manager. Query & Analysis users are
created in Query & Analysis Setup. Query & Analysis users are inturn allocated to Query & Analysis applications in
order to be granted access. In Systems Union User Manager, SunSystems users are mapped to Query & Analysis
users. Hence, a valid SunSystems user authorizes the Query & Analysis user to automatically logon to the Query &
Analysis application.
Previously in this Installation Guide Global Security detection was disabled in Client Setup. However, to logon to
any Query & Analysis application, including Query & Analysis Setup, when prompted use Global Security
administrator logon details. By default, the logon is suadmin.
To map a Systems Union user to a Query & Analysis user:
1.
On the server, start User Manager from Global Security Server.
2.
Click the Groups tab. Confirm the Query & Analysis Users group is listed.
3.
Click the Users tab.
44
4.
On the Edit menu, click Add User.Alternatively, edit an existing SU users details.
5.
Type in the SU User Name.
6.
Click the Group Membership Change,,, button.
7.
Select the Query & Analysis Users option and click OK.
8.
In the left pane, click Query & Analysis. The Map to User list appears.
9.
Select the Query & Analysis user from the list. In this example, SU user Tim (Query & Analysis) is mapped
to the Query & Analysis user Tim returned from the Query & Analysis Centralized database.
45
10.
Click OK.
11.
Complete Standard Authentication and Windows Authentication settings.
12.
Repeat the above steps for new SU users and mappings to Query & Analysis users.
13.
Click OK.
14.
Retest Query & Analysis using Global Security logon details to logon to Query & Analysis XL.
Step 12: Additional Client Installations

Query & Analysis only requires one Query & Analysis database. Once it has been created, and when further client
installations are to be performed, some installation steps do not need to be repeated.
For additional client installations only perform the following steps:
1.
Step 2: Previous Query & Analysis Releases (if applicable).
2.
Step 5: Install Query & Analysis.
3.
Step 6: Connection Wizard
4.
Step 10: Macro Security and Testing Query & Analysis.
46
Advanced Installation Modes

The Query & Analysis installation includes two configuration modes for experienced users:
Silent installation.
Verbose installation logging.
Silent Installation
A silent installation will install Query & Analysis with pre-defined custom settings so Query & Analysis can
installed unattended. Silent installation mode is invoked by including parameters at the command line on running
the setup file.
Parameters
The syntax is as follows:
D:\setup.exe /s /v /qn INSTALLDIR=D:\Destination
/s silent install mode.
/v - pass parameters into the installer .
/qn - disable installation messages (totally silent).
The parameter options are listed below:
Property
Comment
OPTDEFAULTLANG=XX
XX is the default language folder name in the branding/help and

branding/docs folders, i.e., EN or JP.
OPTENABLEPROF=yes/no
Enable user profiles.
OPTLOADSERDUCT=yes/no
Automatically load the serducts from the lsalchemy folder.
OPTLOADWORD=yes/no
Automatically load the Word addin.
OPTLOADXL=yes/no
Automatically load the XL addin.
INSTALLDIR=XX
XX is the intended program folder path.
47
Connections Details
A silent installation does not fully configure Query & Analysis. Two optional files should be used:
Conndetails.txt
DSN.reg
The files must reside in the Query & Analysis installation folder.
Conndetails.txt is used to configure the connection settings for Query & Analysis without the need for user
intervention. The text file contains a connections list. Each line is one connection, and each connection is a comma
separated list of variables defining the connection. The format is as follows:
<DataLinkCode>, <ProductName>, <Alias>, <Enabled>, <Visible>, <DSN>,
<Database>, <UserID>, <Password>,<Query Timeout>,
<SerialModuleIndex>, <Engine>
For example:
DataLinkCode
ProductName
Alias
Enabled ?
Visible ?
DSN
SS4,
SunSystems 426,
SunAlias,
YES,
YES,
SunDSN,
MAXIMO,
Maximo,
MaximoAlias,
YES,
YES,
MaximoDSN,
Database
UserID
Password
Timeout
SerialModIndex
Engine
SunDatabase,
SunUserID,
SunPassWord,
30,
,,
MS-SQL
,,
MaximoUser,
MaximoPassword,
30,
,,
ORACLE
Where:
DataLink Code : the code of the DataLink, for example SS5, SS4, APP.
Product Name : Product name to be displayed.
Alias: alias name for connection.
Enabled : connection enabled, YES/NO
Visible : connection visible, YES/NO.
DSN : the name of the DSN used for the connection
Database : database name. This can be left blank if the database is set in the DSN connection.
48
UserID : connection userID.
Password : connection password. If a password is enabled, and is left blank in this file, the user is prompted
for a password
Query timeout : time before a query times out. If left blank the default time is used.
SerialModuleIndex : leave blank to use default.
Engine : the database connection type, MS-SQL, FOXPRO, ORACLE, MS-OLAP, ACCESS, DBASE, SYBASE, CACHE,
CONCORDE, DB2, BTRIEVE, RETRIEVE, PLUGIN, MICROFOCUS, XL, TEXT, MISAG.
Dsn.reg contains ODBC connection details to be installed on the client machine during the installation. This is
useful to set up system database connections for the DataLinks that are to be installed with Query & Analysis.
The easiest way to create this file is to create the DSNs in ODBC Administrator, then export the keys:
HKEY_LOCAL_MACHINE\SOFTWARE\ODBC\ODBC.INI\<dsn name>
HKEY_LOCAL_MACHINE\SOFTWARE\ODBC\ODBC.INI\ODBC Data Sources\<dsn name>=<Server Type>.
These files can be used in a typical, custom or silent Query & Analysis install.
49
Verbose Installation Logging

The Query & Analysis installation can be logged verbosely. The log file captures system actions including the
following information:
Client machine specification: CPU/RAM/OS/Language.
Installation version.
Installation sequence.
Query & Analysis installation settings
To create a verbose log file:

1.
On the local computer insert the Query & Analysis Install CD. The Query & Analysis Install CD contents are
listed.
2.
Close the Welcome screen.
3.
At a command prompt, type:

D:\setup.exe /V/log <filename>
Where D:\ is the CD ROM drive letter and <filename> is the folder location and log filename. For example,
D:\setup.exe /V/log C:\Temp\QA_Log.txt
4.
Continue with the remainder of the Query & Analysis installation steps.
50
Query & Analysis XL
The Query & Analysis XL Add-in can be included or removed from Microsoft Excel using the Configure Microsoft
Office utility. The utility can be accessed from either Query & Analysis Maintenance or Query & Analysis Setup.
Alternatively, if you wish to manually include Query & Analysis XL from within Excel:
1.
Start Microsoft Excel. If the Query & Analysis menu appears, the Query & Analysis Add-In has already been
installed. If not, continue to step 2.
2.
Select Tools, Add-Ins and click Browse.
3.
Locate the LsAgXLB.xla file. By default the file is placed in the C:\Program Files\Infor PM QA folder.
4.
Select the file then click OK. Query & Analysis appears in the Add-Ins list.
5.
Click OK. The Query & Analysis pre-logon menu is included in the Excel menu bar.
To remove Query & Analysis XL:
Clear the Microsoft Excel option in the Configure Microsoft Office utility.
Select Tools, Add-Ins on the Excel menu bar, then clear the Query & Analysis check box in the Add-Ins
list.
Note: When you add a Query & Analysis menu, Query & Analysis XL resets Excel calculations to manual. You can
now change entries in your worksheet without causing Excel to recalculate automatically.
Existing Vision Workbooks

When opening an existing Vision XL workbook, Excel will attempt to locate the XL add-in the Vision program folder.
By default, this was C:\Program Files\Vision. The Query & Analysis XL add-in resides in the folder C:\Program
Files\Infor PM QA. It is necessary to update all XL query definition formulas to link to the new XL add-in location.
To edit links in a workbook:
1.
2.
Open the Vision workbook.
3.
On the Edit menu, click Links.
4.
Select the source from the list.
5.
Click the Change Source button and select the LsAgXLB.xla file in the Query & Analysis program folder.
6.
Repeat for each Vision formula.
51
Microsoft Excel Macro Security

Depending on your Microsoft Office version it may be necessary to change Excel security settings to permit
macros to run. For detailed instructions please refer to Query & Analysis and Microsoft Office Security section.
Microsoft Excel and 3rd Party Add-ins

Query & Analysis XL may impact on other third party add-ins loaded at the same time by Microsoft Excel. Further,
with Excel closed, double-clicking an associated Excel workbook file in Explorer starts Excel and Query & Analysis
XL, but fails to open the workbook in the application. This is a known limitation with Microsoft Excel when used in
conjunction with third party add-ins.
If you experience either of these issues clear the Logon at startup option in Query & Analysis XL Options dialog
box. Then logon to Query & Analysis XL once Excel has started.
52
Query & Analysis Word
The Query & Analysis Word Add-in can be included or removed from Microsoft Word using the Configure Microsoft
Office utility. The utility can be accessed from either Query & Analysis Maintenance or Query & Analysis Setup.
Alternatively, if you wish to manually include Query & Analysis Word from within Word:
1.
Start Microsoft Word. If the Query & Analysis Word menu appears, the Query & Analysis Word Add-In has
already been installed. If not, continue to step 2.
2.
On the Tools menu, click Templates and Add-Ins.
3.
Click the Add button and locate the LsAgoWrd.dot file. By default the file is placed in the C:\Program
Files\Query & Analysis folder.
4.
Select the file name then click OK. The Query & Analysis Word Add-In appears in the window.
5.
Click OK. The Query & Analysis Word pre-logon menu is appended to the Word menu bar.
Query & Analysis Word can be removed by:
Clearing the Microsoft Word option in the Microsoft Office utility.
Selecting Tools, Templates and Add-Ins on the Word menu bar, then clearing the LsAgoWrd.dot check
box in the Add-Ins list.
Microsoft Word Macro Security

Depending on your Microsoft Office version it may be necessary to change Word security settings to permit
macros to run. For detailed instructions please refer to Query & Analysis and Microsoft Office Security section.
53
Query & Analysis NetEnterprise

Query & Analysis NetEnterprise is a scalable and secure solution for distributing Query & Analysis reports via the
internet.
Query & Analysis NetEnterprise consists of:
Query & Analysis NetEnterprise Manager
Query & Analysis NetEnterprise Server
Using NetEnterprise, Query & Analysis reports are no longer restricted to Query & Analysis XL, Executive or Word
users. Interested parties, such as employees, shareholders and potential clients can view Query & Analysis
reports using a web browser. Companies can quickly disseminate key performance information into the market
place over the internet.
Live Refresh
NetEnterprise supports the live refresh and recalculation of Excel worksheets. This enables users to perform basic
calculations and update filter criteria that define XL query definitions in a published page. The new values are
displayed dynamically, in the user's Web browser. EIF Services is built on the Microsoft .NET Framework and
provides access to DataLinks through a Web Service on Internet Information Services (IIS) or through a .NET Data
Provider, written especially for reporting over DataLink technology. The optional Live Refresh feature requires the
installation of EIF Services prior to the installation of NetEnterprise Server.
Configuration
The following diagram depicts a typical Query & Analysis NetEnterprise configuration.
54
By installing Query & Analysis, the client PC already has the Query & Analysis NetEnterprise Manager application.
NetEnterprise Manager is an application that allows a Query & Analysis user to control and facilitate the publishing
of all types of Query & Analysis reports to the NetEnterprise Server (web site). The NetEnterprise Server is a
separate installation on the web server, during which connection details are set to the Query & Analysis
centralized database for that web server.
Microsoft Internet Explorerc users viewing NetEnterprise Server pages should set their browser to automatically
check for new versions of stored pages.
The Query & Analysis centralized database must include the default IIS web login with the permissions datareader,
datawriter, ddladmin and public:
Windows 2000 or Windows XP Grant the ASPNET user login the above permissions on the Query &
Analysis database.
Windows 2003 Grant the IIS_WPG user the required permissions.
NOTE: Do not install Query & Analysis on the web server.
NetEnterprise Manager
Query & Analysis NetEnterprise Manager is an easy-to-use, robust file management system designed for Query &
Analysis users to take control of their everyday Microsoft Office documents and workbook files. NetEnterprise
Manager allows storage and publication of all Query & Analysis report types as HTML pages ready for the internet.
Supported files include PDF and PowerPoint files can also be stored and published using NetEnterprise.
Query & Analysis NetEnterprise Manager is installed on client PCs in the Query & Analysis installation, and as with
other Query & Analysis applications, will need to be serialized.
NetEnterprise Server
The Query & Analysis NetEnterprise Server component takes published HTML pages created by NetEnterprise
Manager and forwards them to a web portal server.
Query & Analysis NetEnterprise Server is a separate installation and is configured to connect to the Query &
Analysis Centralized Database. The database can be Microsoft SQL, MySQL or Oracle. NetEnterprise does not
support Microsoft Access. Microsoft SQL 2003 is recommended for running Live Refresh.
Query & Analysis NetEnterprise Server should be installed on a web server running IIS with FrontPage 2000 Server
Extensions. To confirm whether FrontPage 2000 Server Extensions has been installed, open Internet Information
Services (IIS) in Windows Component Wizard and click the Details button. The option should be selected. See
Internet Information Services if not listed.
55
Installing NetEnterprise Server

To install NetEnterprise Server:
1.
Confirm FrontPage 2000 Server Extensions is activated in Windows Components IIS.
2.
Install EIF Services on a server, such as the Web server, if you intend to use the Live Refresh feature. EIF
Services connects to the same Product and Query & Analysis databases. For detailed instructions please
refer to EIF Services Installation Guide.
3.
Start Welcome.exe from the Query & Analysis Installation CD or if the CD has been copied to a network
location, from that location
4.
Click the Install NetEnterprise Server link.
5.
Select the installation language.
6.
Select an installation option.
Complete
Custom change the default installation folder / disable NetEnterprise & Token server installation.
The default installation folder is C:\Program Files\Infor\NetEnterprise Server

There are two components, the NetEnterprise server and Token server. The Token server is required if
password protection is to be enforced to prevent unauthorized access to HTML pages.
7.
Click the Install button.
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8.
Complete the Server Connection Details dialog box.

Access details can be found in Client Setup (Connection Details tab).
Connection Details
Query & Analysis Database Type: SQL Server / Oracle / MySQL.
Connection Details: for SQL, type in the server name and database. For Oracle, type in the service
name.
Trusted Security: if enabled, connect via Windows Authentication. If disabled, connect via SQL
authentication. Windows Authentication is recommended when implementing the Live Refresh
feature.
Username and Password: Query & Analysis centralized database logon details.
Click the Test button to verify whether Query & Analysis database access details are correct.
Languages
Sets languages made available during NetEnterprise web server logon. The default language listed on
the logon page can be nominated.
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Server Options
Logon mode: select Query & Analysis logon to use Query & Analysis logon details. Select Global
logon to use Systems Union Global Logon user details.
Session time out: total time the user can view a published page without any activity before being
logged off.
Log Access to Query & Analysis: submit logon activity to NetEnterprise published pages in the
Query & Analysis log. See Query & Analysis Setup.
Web Reporting Options
The Web Reporting options aim to maximize system performance in delivering updated pages to browsers.
Pages are initially stored in memory, and if not requested, placed in a bit array (serialized), then
compressed and finally stored on disk. The settings determine how long before NetEnterprise is required to
wait before proceeding to the next stage and so minimizing the amount of memory required.
EIF Services URL: type in the URL address. This will enable the Live Refresh feature. The address will
be http://EIFServer/Agora.WS/Serducts.asmx, where EIFServer is the name of the server where EIF
Services resides.
Connection Pool Size: number of available connection in the pool. The larger pool the more memory
is required. If the pool size it too small an available connection might take longer to find.
Idle Time: total time in seconds of inactivity before one serialization iteration occurs. By default, this
is set to 30 seconds.
Allow Serialization: total iterations before the pages are placed in bit array memory (serialized). By
default, this is set to 10 iterations. Hence, 300 seconds of inactivity is required before serialization
occurs.
Allow Compression: total iterations before serialized pages are compressed. By default, this is set to
10 iterations. Hence, 600 seconds of inactivity is required before compression occurs.
Allow Disk Persistence: total iterations before compressed pages are stored on disk. By default, this
is set to 10 iterations. Hence, 900 seconds of inactivity is required before compression occurs.
Working Directory: compressed pages are stored in the nominated folder location.
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BIRT
BIRT Web Viewer Application URL: the URL address of the BIRT Web Viewer on Tomcat.
BIRT File Upload Web Service URL: the URL address of the BIRT File Upload Web Service on Tomcat.
BIRT Temporary Folder Name: the name of the temporary sub folder in the BIRT web service folder.
Show Render Frameset: displays rendered frames for BIRT reports.
9.
Click OK.
10.
Click the Finish button. Query & Analysis NetEnterprise installation is complete.
The NetEnterprise and Token XML configuration files are updated. The XML configuration files (config.xml)
are located in the NetEnterprise and Token folders. Query & Analysis NetEnterprise server and Token server
are listed as default web sites in the Internet Information Services utility. See Control Panel, Administrative
Tools, Internet Information Services.
Note: Perform an IISreset when changes are made to the XML configuration files or within the Setup and
Maintenance applications.
Windows 2003 and Oracle

The following configuration settings pertain to using NetEnterprise with Windows Server 2003 and Oracle.
Windows Server 2003

When NetEnterprise is used with Windows Server 2003, the following Web Service Extensions should be set to
Allowed in Internet Information Services Manager:
Active Server Pages
ASP.Net
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In the Windows firewall, port 80 should be left open to enable remote browsers to access the NetEnterprise IIS web
site.
Oracle
When connecting to an Oracle database, the minimum version of Oracle 8.1.7 client (Oracle 8i) must be installed
on the IIS Server.
The Windows 2003 accounts must have read access to the Oracle home folder and sub-folders, for example for
Oracle 9i this is C:\oracle\ora92. The accounts are as follows:
Network Service account
Local Service account
IIS_WPG group
ASPNET account
Microsoft SharePoint
In addition to Internet Explorer users being able to access Query & Analysis reports via NetEnterprise directly,
such published reports can be display in Web Part portals within Microsoft Sharepoint. The NetEnterprise Web Part
component can be installed on a Sharepoint server. It provides a mechanism for published reports to be displayed
in Sharepoint and for the correct user authentication details to be pass from Sharepoint to NetEnterprise.
The Agora.Portal.NetEnterpriseWebPart.msi file should be installed on the Microsoft
SharePoint Portal Server:
To install NetEnterprise Web Part:
1.
Copy Agora.Portal.NetEnterpriseWebPart.msi from the NetEnterprise installation folder to the SharePoint

server.
2.
Double-click to run the msi file.
3.
Click No to Global Assembly Cache Options.
4.
Click Yes to Code Access Security Options.
5.
Click OK to complete the installation.
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Query & Analysis Alert Server

Query & Analysis Alert is an extension of the Query & Analysis reporting products that facilitates scheduling,
unattended execution, conditional reporting and distribution of Query & Analysis reports and related tasks. The
program is able to monitor reporting tasks scheduled and issued by users, which are stored in a database.
Frequently performed activities can be set to run at predetermined dates and times on an event or time driven
basis including the generation and distribution of reports to selected recipients. You can program these Activities
to conditionally respond to certain triggers called Alerts.
Query & Analysis Alert can be deployed by one of three methods:
on a standalone PC, referred to as Query & Analysis Alert.
as an eAlert client and server-based solution, referred to as Query & Analysis Alert Server.
as a web based client, referred to as Query & Analysis eAlert (Browser).
Query & Analysis Alert uses the Query & Analysis Alert Editor application included with a basic Query & Analysis
installation and so does not require further configuration. Query & Analysis Alert Server, based on the Query &
Analysis eAlert thin client application, requires additional configuration steps detailed in this section. Query &
Analysis eAlert (Browser) builds on a Query & Analysis Alert Server installation and is covered later in this
document.
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Configuration
The following diagram depicts a typical Query & Analysis Alert Server configuration.
Query & Analysis Alert
Server
(high specification
standard PC)
Query & Analysis
Alert Manager (service or application)
Alert Listener (service or application)
Microsoft Office
Oracle client *
Database
Server
TCP/IP
Product
DB
Query &
Analysis
DB
LsAgEg10.mdb
Query & Analysis

eAlert
Local Database
Override (optional)
Query & Analysis

eAlert
* Oracle database only
A typical Query & Analysis Alert Server configuration consists of the following key components:
Query & Analysis eAlert clients These are the end user PCs with Query & Analysis installed as normal.
One of the programs installed with Query & Analysis is eAlert. It allows an end user to schedule the
generation of Query & Analysis reports (reports and other tasks run via Alert are referred to as Alert Tasks).
During Query & Analysis eAlert client user logon, user details checking and authorisation is performed by
Query & Analysis Alert Server.
Query & Analysis Alert Server A high specification PC or dedicated medium to high end server, with the
Query & Analysis software, Microsoft Office and the Oracle client installed (Oracle systems only). The server
will also be running the Query & Analysis Alert Listener and Manager.
Query & Analysis Alert Listener The Query & Analysis Alert Listener listens on a specified TCP/IP port
on the Alert Server machine for incoming requests from eAlert client users for the lodgement, execution or
scheduling of tasks. Received requests are loaded into the Local Database on the Alert Server.
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Query & Analysis Alert Manager This program runs on the Alert Server . Alert Manager processes and
executes scheduled Alert tasks. The Alert Manager must be running for tasks to be executed as scheduled
on the server.
Query & Analysis Alert Services By default, the Listener and Manager run as applications on the Alert
Server. For each to continue running, a Windows User must be logged on the Alert Server. In environments
where the Alert Server will be unattended or administered remotely, this may not be feasible or secure.
Query & Analysis Alert Services allows installation of Windows services to facilitate the running of Listener
and Manager in such Alert Server environments.
Local Settings Database This database is used to store Alert Tasks issued by eAlert clients. By default
tasks are stored in the LsAgEg10.mdb database file on individual eAlert clients and the Alert Server. This
scenario is useful where each eAlert user only requires access to their tasks and no task sharing is required.
Please note that in environments where users must share tasks, the eAlert Local Database Override Option allows
all eAlert clients to point at the same Local Settings database. In this case the database would be held on a shared
and mapped network drive.
Query & Analysis Alert Server Installation

The process for configuring the Alert Server is below. Installing Query & Analysis on the Alert Server involves some
of the installation steps required for Query & Analysis clients covered earlier in this guide. These and additional
steps are detailed below.
Although Query & Analysis Alert Server can be installed on a Citrix system supporting other Query & Analysis
users, this is not recommended as it requires User Application Profiles to be disabled. For further information see
Alert on Citrix.
To install Query & Analysis Alert Server:
1.
Install Microsoft Office.
2.
Query & Analysis Installation - Step 5: Install Query & Analysis.

If you intend run Query & Analysis Alert Services to start Query & Analysis Alert Listener and Manager, then
the Application User Profiles setting must be cleared either during the installation process or afterwards in
Query & Analysis Maintenance.
3.
Query & Analysis Installation - Step 6: Connection Wizard.
4.
Query & Analysis Installation - Step 10: Macro Security and Testing Query & Analysis.
5.
Start Query & Analysis Manager and Query & Analysis Listener applications in the Alert program group to
enter the configuration settings.
6.
Confirm the Query & Analysis Manager and Query & Analysis Listener process are running in the Windows
task bar.
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7.
Right-click the Query & Analysis Listener icon, and select Options.
8.
Click the Communications tab. The communication details are listed.
9.
Note down the Alert Server name, IP address and port number. By default the port number is set to 6666, but
can be modified by clicking the Edit button.
10.
Click the Drives tab. Available mapped drives are listed. Checked drives will be those to which end users can
retrieve and save reports being scheduled for execution in Alert tasks. In Alert, to specify a file used in an
Alert process the UNC path (i.e., \\file-srvr\Common\Alert\MyFile.xls) can be typed in or a mapped drive (i.e.,
L:\Alert\Myfile.xls) defined here can be selected.
11.
Click the Edit button to clear or enable drives that should be made accessible to eAlert clients connecting to
the Alert Server.
Note: Depending on where Listener and Manager are run as applications or services, a Windows account will
be selected which either logs onto Windows to run the applications or which provides an account for the
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services to run under. For Alert to be able to retrieve and save files specified in users Tasks, this Windows
account must have write access to the drives selected above. Please consult your Microsoft Windows
documentation for information on granting this access.
The Windows account that is logged in to run Alert applications must have the same mapping to network
shared drives that Query & Analysis eAlert users see. That is, all drive letter / network share settings should
be equivalent for both the Windows account and eAlert user. This ensures that Alert Listener and Manager
can save and retrieve reports from the locations that end users expect.
When Alert Services are in use the Services account needs to have access to the drives as stated above.
Drive mappings are not relevant as they are converted to UNC paths during initial configuration of Alert
Listener.
12.
The Session tab sets the maximum number of eAlert client sessions that can connect to the Alert Server.
13.
Click Save to close Query & Analysis Listener Options.
14.
Quit Alert Listener.
15.
Start Alert Manager.
16.
On the Options menu, click Automatic Logon.
17.
Select Automatic Logon option
18.
Type in a Query & Analysis user ID and Password to logon to Alert Manager. If necessary create a Query &
Analysis user and allocate to Query & Analysis Alert in Query & Analysis Setup.
19.
Select Minimize on startup.
20.
Click OK.
21.
Quit Alert Manager.
22.
To test the automatic logon is working, start Query & Analysis Alert Manager.
Alert Server Applications or Services

The following section details how to configure Alert Manager and Alert Listener processes running on the Query &
Analysis Alert Server to use Windows applications (executables) or Windows services. Only one method need be
implemented.
65
Alert Applications
The procedure below configures Query & Analysis Manager and Query & Analysis Listener to automatically start
and logon with a preset User ID on the Query & Analysis Alert Server. Unlike using Alert Services, it is necessary to
logon to Microsoft Windows before the applications start.
1.
In the Windows Startup folder, create shortcuts to Query & Analysis Alert Manager and Query & Analysis
Listener application files. Typically these are found in:
C:\Program Files\Infor PM QA\Listener.exe
C:\Program Files\Infor PM QA\Manager.exe
2.
Restart the Query & Analysis Alert Server.
3.
Logon to Microsoft Windows and confirm the Alert Manager and Alert Listener processes start.
Alert Services
Query & Analysis Alert Services allows Alert Manager and Listener to run as Windows Services on the Query &
Analysis Alert Server (Service Mode). This is an alternative to running Alert Manager and Listener in Windows
Application Mode, which requires a Windows user to logon to the Query & Analysis Alert Server. Unlike using
executable files to operate Alert processes, the use of Services means that they start automatically without the
need for a Query & Analysis user to manually logon to Windows.
Query & Analysis Alert Services is useful in environments where the Query & Analysis Alert Server must run
unattended and Query & Analysis Alert Manager and Listener must have a high level of availability, even after the
server has been restarted or taken off line for a period of time.
A separate executable file, AlertServices\Setup.exe, is provided with the Query & Analysis
installation files. The Query & Analysis Alert Services installation file creates Alert Manager and Listener Services
for Query & Analysis eAlert and Query & Analysis eAlert (Browser).
Query & Analysis Alert Services settings are configured by stopping the services in Windows. Any configuration of
settings (ports, drives, sessions etc.) is then performed within the Query & Analysis Alert Listener and Manager
applications. Once changes are saved, the applications are exited and the services can be restarted to utilise the
66
new settings. Details of configuring Listener and Manager settings can be found in earlier sections of this guide
and in the Help for those applications.
To install Query & Analysis Alert Services:
1.
Double-click the installation file Setup.exe located in the AlertServices folder on the Query & Analysis CD.
InstallShield Wizard starts.
2.
Select an installation language and click the Next button.

You are prompted for server logon details used to start Alert Manager and Listener services. The Set Service
Login dialog appears.
Note: In the steps below login details are specified for a Windows account to run the Listener and Manager
Services. For Alert to be able to retrieve and save files specified in by users in Tasks, this Windows account
must have write access to the drives selected when configuring the Query & Analysis Listener application
settings earlier. Please see your Microsoft Windows documentation for details on granting this access.
3.
For the Query & Analysis Listener service, type in the Windows logon username and password. The user
name should include the Domain so that the format is <DOMAIN NAME>\<Username>. Click OK.
The file LsAgAlListenerService.exe is installed to C:\Windows\System32
4.
For the Query & Analysis Alert Manager service, type in the Windows logon username and password. The
user name should include the Domain so that the format is <DOMAIN NAME>\<Username>. Click
OK.
The file LsAgAlManagerService.exe is installed to C:\Windows\System32
5.
Click the Finish button.
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The new services are listed in Windows Computer Management configuration application.
Should you wish to remove Query & Analysis Alert Services, use Add or Remove Programs in Control Panel.
As stated earlier, changes in Listener and Manager settings are facilitated by stopping the services, making
settings changes in the Listener and Manager applications as required, stopping the applications and then
restarting the services.
Query & Analysis eAlert Client Configuration

Query & Analysis eAlert is installed on client machines during a normal Query & Analysis installation. Ensure
Query & Analysis users intending to use eAlert have been allocated to the Query & Analysis Alert application in
Query & Analysis Setup, User Allocation.
First eAlert Client

1.
Start Query & Analysis eAlert in the Alert program group. The first time an eAlert client attempts to connect to
the Alert Server, the Server Setup dialog box is displayed.
2.
Complete the Server Setup dialog box.

Server Description type in a general description for the Alert server.
Server Name/IP Address type in Alert server name or IP address noted earlier when the Alert Listener
application was configured on the Alert Server.
Server Port Number - type in Alert server port number noted earlier when the Alert Listener application was
configured on the Alert Server. Default is 6666.
Disconnect Timeout interval for reconnection should the server be disconnected.
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Query & Analysis eAlert Local Database Override by default, eAlert clients save Alert Tasks and details
to their Local Settings Database. To facilitate sharing Alert task information with other Query & Analysis
eAlert users a single settings database should be used.
To do this copy the LsAgEg10.mdb file from a local machine to a network drive that is accessible by all
eAlert clients. The file is located in the folder C:\Program Files\Infor PM QA\Settings.
Once the Override Database is in place, click the assist button and select the file on the network drive.
3.
Click OK. The Connect to Server dialog box is displayed.
4.
Select the Alert Server from the list and click OK.
Query & Analysis eAlert connects to the Query & Analysis Alert Server.
Additional eAlert Clients

Once the Query & Analysis Alert Server connection details have been established for the first eAlert client, these
settings can be shared with the remaining eAlert clients.
1.
Logon to Query & Analysis eAlert on the first eAlert client machine that was configured above.
2.
On the Options menu, click Servers. The Servers dialog box is displayed.
3.
Click the Export button.
4.
Click the File Name assist button.
5.
Type in a Server Backup File name (*.sbf) and shared folder location.
69
6.
Select the Alert Server in the list and click OK.
7.
Quit eAlert.
8.
Proceed to the next PC to run eAlert.
9.
Start eAlert. You will be prompted for Alert Server details.
10.
Click the Import button.
11.
Locate the Server Backup File previously saved and click OK.
The Alert Server details are loaded into the eAlert client.
E-mail Settings
Query & Analysis Alert supports e-mailing workbooks; this must be configured on each of the Query & Analysis
clients and the Query & Analysis Alert server. Outlook or a similar product must be installed and configured to
support MAPI. Alternatively, SMTP protocol can be used to send e-mails.
For SMTP protocol ensure that port 25 can be accessed and is not blocked by virus protection software.
1.
Start Query & Analysis Maintenance.
2.
Click Client Setup.
3.
Click the E-mail tab
4.
Select the mail type: MAPI, SMTP or Lotus.
70
MAPI: To connect to an Outlook profile using SMTP/POP3 mode, such as a Hotmail account, the reply-to
address must be set in the SMTP options for the e-mail test to work.
Lotus: Query & Analysis supports Lotus Notes 5, but does not support Lotus Notes 6.
5.
Click the Test button. A test e-mail is sent to the e-mail address.
6.
Save and close Query & Analysis Maintenance.
71
Query & Analysis eAlert (Browser)
Query & Analysis eAlert (Browser) is based on the Query & Analysis Alert Server product providing many of the
functions of Query & Analysis eAlert but as a web-based client.
Note: To use Query & Analysis eAlert (Browser), first start Query & Analysis Alert Manager on the Web server
before running Internet Explorer on the client PC.
In Query & Analysis Alert, when a Task is executed it spawns the executable AgSExe.exe responsible for
controlling Alert processing.
Server Requirements
The server requires the following to use Query & Analysis eAlert (Browser):
Minimum specification of Pentium III 1 GHz with 512 MB RAM.
Windows 2000 Professional/Server/Advanced or above.
Query & Analysis Alert Server installed and configured on the server running IIS.
Note: Query & Analysis eAlert (Browser) is not supported on Windows NT 4 Server and IIS 4.0.
Prerequisites
Query & Analysis eAlert (Browser) requires the following prerequisites:
Microsoft Internet Information Services installed on the server.
ASPNET has full access to the Query & Analysis settings folder, typically C:\Program
Files\Infor PM QA\Settings.
Application User Profiles disabled. This is performed during the installation of eAlert (Browser). Personal
settings may need to be relocated from the profile folder to the Query & Analysis program settings folder if
Application User Profiles has been employed up until this point. Copy the contents of the folder
C:\Documents and Settings\<USER>\Application
Data\Lasata\Agora\Settings to C:\Program Files\Infor PM QA\Settings,
where USER is the Windows logon ID.
In Query & Analysis Setup, users have been allocated to Query & Analysis Alert.
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Configuration
The following diagram depicts a typical Query & Analysis eAlert (Browser) configuration.
A typical Query & Analysis Alert Server configuration consists of the following key components:
Query & Analysis eAlert (Browser) clients These are the end user PCs with Internet Explorer. The eAlert
(Browser) pages displayed in the browser are generated by the Query & Analysis Alert Server running IIS.
The Query & Analysis eAlert (Browser) software is installed on the Query & Analysis Alert Server. Through the
browser interface the end user can issue and schedule Query & Analysis reports (reports and other tasks
run via Alert are referred to as Alert Tasks).
Query & Analysis Alert Server A high specification PC or dedicated medium to high end server, with the
Query & Analysis software, Query & Analysis eAlert (Browser) software, Microsoft Office, IIS and the Oracle
client installed (Oracle systems only). The server will also be running the Query & Analysis Alert Listener and
Manager.
Query & Analysis Alert Listener The Query & Analysis Alert Listener listens on a specified TCP/IP port
on the Alert Server machine for incoming requests from eAlert (Browser) users for the lodgement, execution
or scheduling of tasks. Received requests are loaded into the Local Database on the Alert Server.
73
Query & Analysis Alert Manager This program runs on the Alert Server and processes and executes
scheduled Alert tasks. The Alert Manager must be running for tasks to be executed as scheduled on the
server.
Query & Analysis Alert Services By default, the Listener and Manager run as applications on the Alert
Server. For each to continue running, a Windows User must be logged on the Alert Server. In environments
where the Alert Server will be unattended or administered remotely, this may not be feasible or secure.
Query & Analysis Alert Services allows installation of Windows services to facilitate the running of Listener
and Manager in such Alert Server environments.
Installing Query & Analysis eAlert (Browser)

Query & Analysis Alert Server
1.
Install Query & Analysis Alert Server.

Query & Analysis eAlert (Browser) clients connect to Query & Analysis Alert Server to create and schedule
Alert tasks. Install and configure Query & Analysis Alert Server as detailed in the previous section. Although it
is not necessary to configure Query & Analysis eAlert (thin) clients it can be helpful to confirm the Query &
Analysis Alert Server is operational by testing locally before proceeding with the internet implementation.
Internet Information Services

2.
Install Internet Information Services.
ASP.NET Access
The following configuration steps are required to allow Query & Analysis eAlert (Browser) to function on Windows
platforms using the NTFS file system. This involves granting ASP.NET full access to the Query & Analysis Settings
folder on the server running the Listener and Manager used by Query & Analysis eAlert (Browser). The user must
have administrator rights.
3.
In Windows Explorer, locate the Query & Analysis setting folder. By default,
C:\Program Files\Infor PM QA\Settings
4.
Right-click the folder and select Properties.
5.
Click the Security tab.
6.
Click the Add button on the Settings Properties dialog box.
7.
Click the Locations button and select the local machine name.
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8.
Type in ASPNET.
9.
Click the Check Names button. The object name is resolved with the server name.
10.
Click OK.
11.
Grant Full Control to ASP.NET and click OK.
12.
For Windows 2003, enable web extensions. See Browser Products and Microsoft Windows 2003 Security in
the Troubleshooting section.
Remote Users
13.
In Query & Analysis Setup, add Remote Users. Remote Users provide an additional level of security for
Query & Analysis browser products logging on over the internet and determining which network folders can
be accessed.
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Query & Analysis eAlert (Browser) Installation Wizard

14.
On the Query & Analysis Alert Server, ensure all Query & Analysis programs are shutdown before executing
the eAlert (Browser) setup file.
15.
Run the eAlert (Browser) installation program by clicking the Install Query & Analysis eAlert Browser links
on the Query & Analysis installation Welcome screens.
16.
The Query & Analysis eAlert (Browser) Setup Wizard is displayed. Click Next to continue.
17.
Click the Browse button to modify the IIS folder.

By default, a Query & Analysis eAlert (Browser) folder is created in the C:\Inetpub\wwwroot folder reserved
for IIS components:
C:\Inetpub\wwwroot\Query & Analysis_eAlert\
If IIS folder has been relocated select the folder in which these components reside.
18.
Click Next.
19.
Click OK to accept the ASP.NET System setting.
20.
Click the Finish button to complete the installation.
Starting eAlert (Browser)

You can now logon to eAlert (Browser) using the User ID created.
21.
22.
On Alert Server, if you are using:
Services confirm the Query & Analysis Listener and Query & Analysis Manager services have
started.
Applications - on the server start Query & Analysis Alert Manager, which starts the LsNetCom.exe
listener process.
On the client PC open Internet Explorer and enter the URL, i.e.,
http://<Query & Analysis Alert Server name>/Query &
Analysis_eAlert
23.
Click the Start eAlert link.
24.
Enter Query & Analysis Remote Logon User ID details and password.
If a blank page is displayed, ASP.NET does not have full access permissions to the Query & Analysis settings
folder. See ASP.NET Access.
25.
Click OK.
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26.
Enter Remote User ID and password if requested.
27.
Enter Query & Analysis Logon User ID details and password.
28.
Click OK. The Select Server dialog box is displayed.
29.
Click the Help button for details on completing Administrator Setup.
Note: If you have confirmed Alert Manager is running and experience problems accessing the web server then
restart IIS. Please see the Troubleshooting section. If you are still unable to launch eAlert (Browser), first confirm
eAlert (thin) client operates with the Listener and Manager as applications. Then proceed to implement eAlert client
with Alert Services, and if successful, run eAlert (Browser).
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Query & Analysis Executive (Browser)
Query & Analysis Executive (Browser) is a web-based version of the Query & Analysis Executive application
(Query mode) that operates using Java.
During installation the Executive (Browser) communication port number can be set, the default port is 7660.
Determine a free port number prior to installation. Once Executive (Browser) has been installed the port number
can not be modified. Ensure Application User Profiles is disabled in Query & Analysis Maintenance.
Citrix users should use Query & Analysis Executive rather than Query & Analysis Executive (Browser). Query &
Analysis Executive (Browser) does not support Java Web Start mode in a Citrix environment.
Note: Executive (Browser) can not be upgraded. Uninstall Executive (Browser) from the server and then install the
latest release. See Uninstalling Browser Products.
Server Requirements
The server requires the following to use Query & Analysis Executive (Browser):
Minimum specification of Pentium III 1 GHz with 512 MB RAM.
NTFS volume.
Windows 2000 Professional/Server/Advanced or above.
Query & Analysis installed and configured on the server running IIS.
Note: Query & Analysis Executive (Browser) is not supported on Windows NT 4 Server and IIS 4.0.
Prerequisites
The following prerequisites are required for Query & Analysis Executive (Browser). They can be accessed by
clicking the Installation Prerequisites link on the Query & Analysis installation Welcome screen:
Microsoft Internet Information Services.
Java Runtime Environment 1.4.2 or above.
Application User Profiles is disabled during the installation of Executive (Browser). Personal settings may
need to be relocated from the Windows users profile folder to the Query & Analysis program settings folder
if Application User Profiles has been employed up until this point. Copy the contents of the folder
C:\Documents and Settings\<USER>\Application
Data\Lasata\Agora\Settings to C:\Program Files\Infor PM QA\Settings,
where USER is the Windows logon ID.
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In Query & Analysis Setup, Query & Analysis users intending to use Query & Analysis Executive (Browser)
are allocated to Query & Analysis Executive. Allocating the user to Executive automatically grants the user
access to Executive (Browser).
Ports
Query & Analysis Executive communicates with the web server via a series of ports. If a firewall has been activated
ensure the following ports are open. In Windows XP SP2, a firewall is automatically activated. See Windows Control
Panel, Network connections (Advanced tab).
The Java applet communication port to the server is set during installation. If unavailable, the number is
incremented by one until a free port is found. Checking stops after a further nine ports. Ports currently used
by other applications will be unavailable.
Port 80 (HTTP).
Ports 7670 and 7570 for internal traffic on the local machine.
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Configuration
The following diagram depicts a typical Query & Analysis Executive (Browser) configuration.
A typical Query & Analysis Executive (Browser) configuration consists of the following key components:
Query & Analysis Executive (Browser) clients These are the end user PCs with Internet Explorer. The
Executive (Browser) pages displayed in the browser are generated by the Query & Analysis Executive
(Browser) Server running IIS. Query & Analysis Executive (Browser) software is installed on the Query &
Analysis Server. Through the browser interface the end user can open and extract workbook. Drill paths
stored in the workbook can be replayed.
Query & Analysis Executive (Browser) Server A high specification PC or dedicated medium to high end
server, with the Query & Analysis software, Query & Analysis Executive (Browser) software, IIS and the
Oracle client installed (Oracle systems only). The server runs the Executive Router and Listener as either
Windows applications or Services.
Query & Analysis Executive (Browser) Listener The Executive Listener listens on a specified TCP/IP
port on the Executive Server machine for incoming requests from Executive (Browser), such as extract the
workbook or replay a Drill Path.
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Query & Analysis Executive (Browser) Router This program runs on the Executive Server. The Executive
Router receives incoming connections from Executive (Browser) clients and forwards the traffic to the
Executive Listener process.
Installing Executive (Browser)

The Executive (Browser) installation program installs all the components on to the HTTP server required to run
Executive (Browser) via a web browser on a client PC.
The InstallShield wizard takes you through a series of steps to customize the installation. Below is a list of options
presented:
Application Mode vs. Service Mode

Application mode: creates Windows applications. The Listener and Router applications are placed in the
Query & Analysis installation folder, by default:
C:\Program Files\Infor\Executive Browser
Short-cuts to applications are created in the Startup folder and so automatically start when logging on to
Windows.
Service mode: creates Windows services. The services start without the need to logon to Windows.
Note: Application mode is recommended for Windows XP and Windows 2003 as it displays the server's local and
mapped network drives. Service mode only displays the servers local drive.
Java Environment Prompt

Java Runtime Environment 1.4.2 or above is recommended for client computers running Query & Analysis
Executive (Browser). However, Executive (Browser) does operate with Java Runtime Environment 1.1 or above.
Java Environment Prompt controls the messages displayed based on the Java Runtime Environment version
detected and determine whether Java Runtime should be downloaded. There are four options:
Java Web Start runs Executive (Browser) as an application rather than an applet and provides access to local
files. With Java Web Start multiple Java Runtime versions can co-exist on the same client PC. A short-cut to
the HTTP server to run Executive (Browser) is automatically created.
Prompt user to download the latest Java Runtime if the client computer is not up to date.
Do not download the latest Java Runtime if the client computer has a version between 1.1 and 1.4.2.
Do not download the latest Java Runtime if the client computer has version less than 1.1.
To determine the Java Runtime version currently installed on a client PC, start Internet Explorer and view Internet
Options. The Java version is listed on the Advanced tab.
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Network Security
Network security is displayed if the Java Web Start option is selected. It controls where files can be saved. Below is
a table that summarizes users read and file access rights to their local PC and server drives.
Local PC
Server drives
Enable Local File Access
Read & Write
Read
Server Access Only
Read & Write
Router and Listener

The Router and Listener processes can be installed as either applications or Windows services. The Listener
listens and accepts incoming connections from Executive (Browser). The Router handles all incoming
connections from Executive (Browser), forwarding all traffic onto the Listener process.
To install the Listener on a processing hub select only the Listener option.
Note: during the installation of Query & Analysis Executive (Browser) on Windows XP with a firewall, a Windows
Security Alert warning message is displayed. Click the Unblock button to proceed with the installation.
Prerequisites
1.
On the Executive (Browser) server, install Internet Information Services.
2.
Install Java Runtime 2 Environment.
3.
For Windows 2003, enable web extensions. See Browser Products and Microsoft Windows 2003 Security in
the Troubleshooting section.
4.
Query & Analysis Installation - Step 5: Install Query & Analysis.

If you intend run Query & Analysis Executive (Browser) Router and Listener as Windows Services, then the
Application User Profiles setting must be cleared either during the installation process or afterwards by
clearing the option located on the About tab in Query & Analysis Maintenance.
5.
Query & Analysis Installation - Step 6: Connection Wizard.
6.
Query & Analysis Installation - Step 10: Macro Security and Testing Query & Analysis.
7.
In Query & Analysis Setup, add Remote Users. Remote Users provide an additional level of security for
Query & Analysis browser products logging on over the internet and determining which network folders can
be accessed.
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Installation Wizard
8.
On the server, ensure all Query & Analysis programs are shutdown before executing the Executive
(Browser) setup file.
9.
Run the Executive (Browser) installation program by clicking the Install Query & Analysis Executive
Browser links on the Query & Analysis installation Welcome screens.
10.
Select the installation language and click OK.
11.
Click the Next button and select a mode:
12.
13.
Application mode: create Router and Listener as applications.
Service mode: create Router and Listener as services.
Click the Next button and select the Java Runtime Environment Prompt:
Use Java Web Start.
Prompt the user to download the latest Java Runtime if the client computer is not up to date.
Do not download the latest Java Runtime if the client computer has a version between 1.1 and 1.4.2.
Do not download the latest Java Runtime if the client computer has version less than 1.1.
Click the Next button and click the Browse button to modify the IIS folder.
By default, a Query & Analysis Executive (Browser) folder is created in the C:\Inetpub\wwwroot folder
reserved for IIS components:
C:\Inetpub\wwwroot\Vision_Executive\
If IIS folder has been relocated select the folder in which these components reside.
14.
[Application Mode only] - Click the Next button and click the Browse button if you wish to modify the
destination folder for the Listener and Router executable files.
The default installation folder is:
C:\Program Files\Infor\Executive Browser
15.
[Java Web Start only] - Click the Next button and type in the Host Name of the HTTP server.
This is the Query & Analysis Executive (Browser) server name that is typed into the web address box of the
web browser.
16.
Specify an Executive (Browser) communications port number that is free and is not used by another
application. The default Java applet port setting is 7660.
This is the communications port between the Java applet and the server, not the web server port.
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17.
18.
19.
[Java Web Start only] - Click the Next button and select a Network security option:
Enable Local File Access: read and write access for files on the local drive. Read only access granted
to server files.
Server Access Only: read and write access for server files.
Click the Next button and select components to install:
Executive (Browser)
Listener

If Application mode was selected, proceed to the Service and Application Mode section below. If Service
mode was selected, continue.
Service Mode
The Router and Listener services require server logon details.
20.
Click OK to acknowledge the Query & Analysis Executive Browser Router service message.
21.
Type in the <DOMAIN NAME>\<Username> in the Username box. If the user exists on the local
server, rather than a domain, use the syntax <SERVER NAME>\<Username>.
22.
Enter and confirm the server password, click OK.
23.
Click OK to acknowledge the Query & Analysis Executive Browser Listener service message.
24.
Type in <DOMAIN NAME>\<Username> into the Username box. If the user exists on the local
server, rather than a domain, use the syntax <SERVER NAME>\<Username>.
25.
Enter and confirm the server password, click OK.

If incorrect services logon details have been entered the services will fail to start. Please refer to Executive
(Browser) Services Fail in the Troubleshooting section.
Service and Application Mode
26.

If Service mode was selected, Executive (Browser) services are started.
If Application mode was selected, Executive (Browser) applications are started and represented as icons on
the taskbar.
27.
[Java Web Start only] If you have changed the web server from the default port 80, update the files
redirect.htm and Query & AnalysisExecutive.jnlp by including your web server
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port number in the Executive (Browser) URL. The files are located in C:\Inetpub\wwwroot\Query
& Analysis_Executive.
28.
Reboot the server.
Starting Query & Analysis Executive (Browser)

You can now logon to Executive (Browser) from a client computer with the remote and Query & Analysis user
details.
Client computers require Java Runtime, the version requested by the server is set by the Java Environment
Prompt. To determine the Java Runtime version currently installed, start Internet Explorer and view Internet
Options. The Java version is listed on the Advanced tab.
1.
On a client computer with Java Web Start, double-click the Query & Analysis Executive desktop short-cut.
The first time you connect to the Executive (Browser) Server the Desktop Integration message is displayed.
Click the Yes button to create a short-cut to Executive (Browser) on your desktop. For further information
visit the Java web site, www.java.com.
Alternatively, if Java Web Start has not been installed, open Internet Explorer and enter the URL.
i.e., http://<Executive Server Name>/Query & Analysis_Executive/
If the specified Java Plug-in version is not detected you may be prompted to download the latest version
and accept Verisign authentication. See below for configuration settings.
2.
Enter Query & Analysis Remote Logon User ID details and password. Click OK.
3.
Enter Query & Analysis Logon User ID details and password. Click OK.
The Server Setup dialog box is displayed.
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4.
Click the Help button. The online help details how to select folders containing Query & Analysis workbooks.
Java Plug-in
Installation
Query & Analysis Executive (Browser) requires the Java Runtime for Internet Explorer. If the required Java Plug-in
version is not detected you are prompted to download the latest version. Download times vary depending on the
technique used. For example, a 56K modem takes over 6 minutes where as a broadband connection should be
just over 2 minutes.
Once the Java Plug-in has downloaded, the License Agreement dialog box is displayed.
1.
Click the Yes button if you are satisfied with the license agreement terms and conditions.
2.
Select Typical installation and click the Next button.

A security warning message confirms whether Lasata Pty Ltd should be verified by Verisign, do you want to
allow interaction or not?
3.
Click the Always button. Query & Analysis Executive (Browser) starts.
Increase Memory Allocation

The default maximum memory assigned by the Java Plug-in is 96 MB. The recommended memory setting for
Executive (Browser) is 300 MB, sufficient for an Executive workbook containing up to 2500 rows and 10 columns.
4.
Close Internet Explorer.
5.
Open Windows Control Panel.
6.
Double-click Java-Plug-in. The Java Plug-in Control Panel is displayed
7.
Click the Advanced tab.
8.
Type Xmx300m in the Java Runtime Parameters box.
9.
Click the Apply button.
10.
Quit Java Plug-in Control Panel.
11.
Start Query & Analysis Executive (Browser).
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Restarting Executive (Browser)

In the course of using Query & Analysis Executive (Browser) you may wish to stop and restart the Listener and
Router applications.
To stop the Executive (Brower) applications:
1.
In the taskbar, right-click the Router icon and select Exit.
2.
In the taskbar, right-click the Listener icon and select Exit.
To restart the Executive (Brower) applications:

3.
On the taskbar, click the Start button, point to Programs, Startup and click Query & Analysis Executive
(Browser) Router.
Query & Analysis Executive (Browser) Router starts. The icon is displayed in the taskbar.
4.
On the taskbar, click the Start button, point to Programs, Startup and click Query & Analysis Executive
(Browser) Listener.
Query & Analysis Executive (Browser) Listener starts. The icon is displayed in the taskbar.
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Internet Security
Service Packs
There are security issues that must be considered when deploying Executive (Browser) and eAlert (Browser) on
the Internet. Without updating service packs, Internet Information Services (IIS5) default installation may be open
to a number of security vulnerabilities. Potentially sensitive financial data could be exposed via the Internet if strict
security management practices are not in place.
Remote Users
Remote Security provides an additional level of security when logging on with the Query & Analysis internet
applications eAlert (Browser) and Executive (Browser). Nominated Remote Users can be members of a Remote
Group. As member of the Remote Group with administrator rights, the Remote User can specify which folders on
the local computer and on the network can be accessed in order to select files used by the applications.
Remote logon access is used in conjunction with an existing Query & Analysis logon. The Remote Logon dialog
box appears before the Query & Analysis Logon dialog box. Query & Analysis users must provide correct logon
details to both dialog boxes in order to use Query & Analysis application.
There are no Remote users configured on the system in the default installation, before you can start using eAlert
(Browser) or Executive (Browser) a Remote user must be added. It is assumed that a Query & Analysis user has
been created and Remote Users have not been previously created by User Wizard.
Although not recommended, the Remote Security logon prompt can be bypassed so only a Query & Analysis user
ID needs to be provided to logon over the internet. To disable Remote User logon follow the instructions detailed
later in this section.
Creating a Remote User

To add a Remote user:
1.
Click the Start button, point to Programs, Query & Analysis and click Setup. Query & Analysis Setup starts.
2.
Enter User ID and Password details.
3.
Click OK.
4.
Click the Remote Security tab.
5.
Click the Add button and type in a user name, password and confirmation password.
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6.
Click the Group assist button.
7.
Click the Add button to create a new Group.

In Query & Analysis eAlert (Browser) or Query & Analysis Executive (Browser) Administrator Setup, Groups
are granted access to server folders that contain workbooks and documents used by the web application. A
Remote User that is a member of a nominated Group is granted access to the server's folder after logging on.
8.
Enter a Group Code and description.
9.
Select the Administrator option if you wish to grant the Remote Group administrator rights. Remote Users
with administrator access can configure server settings. Similarly, a Remote user that is a member of a
Remote Group that does not have administrator rights is unable to modify server settings and configure
access to network folders.

In Query & Analysis eAlert (Browser), the Administrator option will be listed on the Options menu in Query &
Analysis eAlert (Browser).

The Configure Server Settings option will appear on the Query & Analysis Logon dialog box when Query &
Analysis Executive (Browser) is started. When combined the 'User Group Automatic Logon' feature a
Remote User that is a member of a nominated Remote Group will automatically be granted access to the
server's folder after logging on.
10.
Click OK to return to the Remote Security dialog box.
11.
Click OK. The remote user is appended to the list.
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12.
On the Setup menu, click Exit to quit Query & Analysis Setup.
Disabling Remote User Logon

By default Query & Analysis browser products prompt for two login details, the Remote User logon and the Query
& Analysis logon. The Remote User logon request can be disabled by creating the system reserved Remote User
Default.
13.
14.
On the Remote Security tab, clear the Enable option.
15.
Create the Remote User Default. Leave the password box blank.
16.
Add a Remote Group with Administrator access.

The Remote Group does not need to have 'Administrator' access in order to use the Default user. However, if
it is the first time 'Default' is being used to access Query & Analysis Executive (Browser) or Query & Analysis
eAlert (Browser) then the Remote Group will need Administrator access to configure servers and folders.
Once this has been completed administrator privileges can be removed from the Remote Group.
17.
Close the Remote Security dialog box.
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Query & Analysis Financial Reporting
Query & Analysis Financial Reporting application extracts, transforms and loads ASCII data files and ODBC data
sources to a central and standalone Financial Datamart.
The Financial Datamart can be created using Microsoft SQL Server or, for small installations with less than five
users, MSDE (Microsoft Desktop Engine).
Assumptions
Query & Analysis installed and serialised.
Microsoft SQL Server or MSDE 2000 installed.
Process Overview
The process for installing Query & Analysis Financial Reporting can be divided into the following steps:
1.
Create a Query & Analysis Financial Reporting (VFR) database (separate from the Query & Analysis
centralized database).
2.
Create a DSN to the VFR database.
3.
In Query & Analysis Maintenance, establish a connection from Query & Analysis to the VFR database.
4.
Use the Query & Analysis Financial Reporting (ETL) application to populate the VFR database.
Create a VFR Database

The VFR database can be created using Enterprise Manager in SQL Server or a script in MSDE.
The VFR database is independent of the Query & Analysis database described earlier in this guide.
Microsoft SQL Server

To create the VFR database:
1.
On the taskbar, click the Start button, point to the Microsoft SQL Server program group and click Enterprise
Manager.
2.
Select the Microsoft SQL Server then the Databases folder in the Tree tab.
3.
On the Action menu, click New Database. The Database Properties dialog box appears.
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4.
Type in a Name for the VFR database.
5.
Select the default Collation Name for the SQL Server.
6.
Click OK.
MSDE
In MSDE, the database can be created by a script or entering the commands listed below.
Script Technique
Execute Create_VFR_MSDE_Database.VBS
Manual Technique
1.
On the taskbar, click the Start button and then click Run.
2.
Type CMD and click OK to launch a Command Prompt.
3.
Type the following:

C:\> osql E VFR [enter]
1> create database VFR [enter]
2> go [enter]
You should receive the following message:
The CREATE DATABASE process is allocating 0.75 MB on disk 'VFR'.
The CREATE
'VFR_log'.
DATABASE
process
is
allocating
0.49
MB
on
disk
In MSDE, the following steps should be performed to delete the database:

Script Technique
Execute Delete_VFR_MSDE_Database.VBS
Manual Technique
1.
On the taskbar, click the Start button and then click Run.
2.
Type CMD and click OK to launch a Command Prompt.
3.
Type the following:
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C:\> osql E VFR [enter]

1> drop database VFR [enter]
2> go [enter]
You should receive the following message:
Deleting database file 'C:\Program Files\Microsoft SQL
Server\MSSQL\Data\VFR_log.LDF'.
Deleting database file 'C:\Program Files\Microsoft SQL
Server\MSSQL\Data\VFR.mdf'.
Create DSN to VFR Database

To create a DSN to the VFR database:
1.
On the taskbar, click the Start button, point to the Query & Analysis program group and click ODBC
Administrator.
2.
Select the System DSN tab.
3.
Click the Add button.
4.
Select the SQL Server data source driver.
5.
6.
Enter a name for the VFR data source.
7.
Enter a description for the VFR data source.
8.
Select the VFR database server.
9.
Click Next.
SQL Server can verify authenticity with either a Windows NT or SQL Server login ID.
10.
Select a login authenticity option.
11.
Change the default database to the VFR database.
12.
Accept the remaining default settings.
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Connect Query & Analysis to VFR Database

The following procedure points the Query & Analysis software to the VFR database.
1.
On the taskbar, click the Start button, point to the Query & Analysis program group and click Maintenance.
2.
Leave the password field blank unless a password has been previously set for Query & Analysis
Maintenance.
3.
Click the Client Setup button. The Client Setup dialog box is displayed.
4.
Select Query & Analysis Financial Reporting in the product list.
5.
Select the Database type: Microsoft SQL.
6.
Select the VFR Data Source Name.
7.
Click the Test Connection button, Query & Analysis checks whether it can access the data source. If
successful the ODBC connection test passed message is displayed and the indicator turns green. If the
test fails, the indicator turns red with a white cross. It is assumed the test was successful.
8.
Click the Save button and quit Client Setup.
Populate VFR Database

1.
On the taskbar, click the Start button, point to the Query & Analysis program group and Query & Analysis
Financial Reporting.
2.
Populate the VFR Database.
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Terminal Server & Citrix
The Query & Analysis product suite is supported on Windows Terminal Services and Citrix Metaframe. Query &
Analysis supports the use of server farms and published applications. Roaming profiles is recommended.
Note: When using a Remote session, each instance of a Query & Analysis application increments the license
count.
Query & Analysis Add-ins

All Query & Analysis users should have a common file path which specifies where the Query & Analysis XL and
Query & Analysis Word add-ins are located. By default this is C:\Program Files\Infor PM QA\.
In Query & Analysis XL:
1.
Start Excel and logon to Query & Analysis XL.
2.
Do not automatically update links when prompted.
3.
On the Edit menu, click Links.
4.
Click the Change Source button to modify the current file path to the common file path for all Query &
Analysis XL add-ins.
Alert on Citrix
Application User Profiles
Query & Analysis supports Windows User Profiles. Each user has their own settings, including: DataLinks, DataLink
connection details, e-mail settings, last used files and Alert tasks. These settings are not visible to other users who
may log on to the same computer.
In Query & Analysis, the Application User Profiles option must be disabled on the Query & Analysis Alert Server. If
you intend to install Query & Analysis Alert Server in a Citrix environment on the same machine as the other Query
& Analysis clients, this decision will impact all users. With Application User Profiles deactivated all Query &
Analysis users share a single settings folder and so will all have same login, user and DataLink settings.
Ideally Query & Analysis Alert Server should be installed and configured on a dedicated PC. This ensures the Citrix
system can operate unaffected with Application User Profiles activated.
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User Sessions
Alert Manager must be open to run Events. This process can be resource intensive as Alert Manager is always
running, that is, if you have 30 users, there are always 30 sessions. This is not the ideal solution but can be used
for a small number of Alert users.
If you require a larger number of Alert users, install the Alert Listener and Alert Manager on a separate computer.
The Manager and Listener should be configured to start at logon by using the Automatic Logon feature and placing
the Listener in the startup folder. Alternatively, run the Manager and Listener processes as Services.
If you want Query & Analysis eAlert clients to be able to view each others Alert Tasks, activate the Query & Analysis
eAlert Local Database Override option to specify the central repository for storing Alert Tasks. You are prompted for
the location of this Query & Analysis settings database (LsAgEg10.mdb) when you first run Query & Analysis
eAlert.
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Uninstalling Query & Analysis
The Uninstall utility, located in the Query & Analysis program group, removes Query & Analysis suite applications.
Query & Analysiss settings and DataLinks can be preserved if you intend to reinstall Query & Analysis in the
future.
Query & Analysis components should be removed in the following order:
1.
2.
3.
Query & Analysis NetEnterprise Server
4.
Query & Analysis suite
Note: If upgrading or re-installing Query & Analysis select the same installation folder previously used, by default
C:\Program Files\Infor PM QA. Failure to do so prevents Query & Analysis from detecting existing configuration
settings.
Uninstalling Browser Products

1.
Close the following processes:
Application mode LsAgJavaListener and LsAgJavaRouter
Services mode LsJavaListener. The executable is started by the Listener service.
2.
In Windows Control Panel, start Add/Remove Programs utility.
3.
Select Query & Analysis Executive (Browser) and click the Change/Remove button.
4.
Click Yes to remove Query & Analysis Executive (Browser).
5.
Click Finish.
The Query & Analysis Executive Browser Router and Query & Analysis Executive Browser Listener
processes/services are removed.

1.
Click the Start button, point to Settings and click Control Panel.
2.
In Windows Control Panel, start Add/Remove Programs utility.
3.
If installed, select Query & Analysis eAlert Services and click the Change/Remove button.
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4.
Select the Remove option and click Next.
5.
Click Yes to remove Query & Analysis eAlert Services.
6.
Click Finish.
7.
Select Query & Analysis eAlert (Browser) and click the Change/Remove button.
8.
Click Yes to continue, then Finish.
Uninstalling Query & Analysis NetEnterprise Server

1.
Start Windows Add/Remove Programs utility.
2.
Select Query & Analysis NetEnterprise and click the Change/Remove button.
3.
Select the Remove option and click Next.
4.
Click Yes to remove NetEnterprise server.
5.
Click Finish.
Uninstalling Query & Analysis Suite

1.
Click Uninstall in the Query & Analysis program group. In Windows Vista, select the Run As Administrator
right-click option to run the Uninstall shortcut.
2.
Click the Next button to proceed. Query & Analysis settings can be retained should you wish to re-install
Query & Analysis or purged completely from the Query & Analysis installation folder.
The Completely uninstall DataLinks and application settings option performs the following function:
Enabled: all Query & Analysis settings are removed from the Query & Analysis installation folder, by
default C:\Program Files\Infor PM QA\Settings. User Profile settings are not
deleted.
Disabled: Query & Analysis settings are retained in the Query & Analysis installation folder and in User
Profile folders.
3.
Click the Remove button.
4.
Click Finish.
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Registry Settings
When Query & Analysis is uninstalled some Windows registry key settings remain. These settings ensure that if
Query & Analysis is re-installed the software components are placed in the same folder locations and product
settings, such as application user profiling, are re-instigated.
Once Query & Analysis has been removed, the following Windows registry keys remain:
HKEY_LOCAL_MACHINE \ SOFTWARE \ VISION: settings for upgrade and re-install

scenarios.
HKEY_LOCAL_MACHINE \ SOFTWARE \ MICROSOFT \ WINDOWS \ CURRENT

VERSION \INSTALLER : entries created by MSI/InstallShield
HKEY_LOCAL_MACHINE \ SOFTWARE \ MICROSOFT \ WINDOWS \ CURRENT

VERSION \ UNINSTALL : entries created by MSI/InstallShield
Note: Windows registry settings should not be deleted unless you are performing a manual uninstall.
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Troubleshooting
Upgrading Query & Analysis and Microsoft Windows 2003 Server

If you are upgrading from a previous version of Query & Analysis the following error may be encountered during
install:
This is a known issue with Windows 2003 Server.

Once this error occurs, click the Cancel button to quit the installation. Retry installing Query & Analysis.
Windows Vista Caching

Windows Vista automatically caches the LsAgEg10.mdb settings file. Any connection changes made in Client
Setup may not be reflected. To disable caching, change the program compatibility mode to Windows XP for all
Query & Analysis applications including Maintenance (LsMaint.exe) and Update DataLinks (LsUpdate.exe)
Query & Analysis System Tables

When Query & Analysis is run for the first time, Query & Analysis creates system tables in the Product database to
support Query & Analysis functionality such as Hierarchies and Budgeting. In Client Setup, the database user ID
used to authorize access to the Product database and test the connection becomes the owner of these new
tables. Should an alternative database user (different username/password) attempt to connect to the database
they will experience problems accessing the tables. Please ensure that the database connection details are the
same as those when Query & Analysis was first run. If you wish to change the connection details, delete the tables
prefixed by LASAG_ or run Uninstall Server in Query & Analysis Setup, then connect with the new Product database
user details to create new tables.
Warning: Deleting LASAG_ tables removes Query & Analysis hierarchies and budgeting tables.
Query & Analysis and Microsoft Office Security

The first time Query & Analysis XL or Query & Analysis Word is used a Security Warning dialog box appears
prompting to accept a Digital Certificate. Select Trust all content from Lasata and click OK.
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In Microsoft Office XP and Office 2003, the default security setting in Excel and Word is High. Warnings may be
displayed when using certain Query & Analysis functions. Additionally, Office has an extra level of security to
combat the spread of viruses.
Excel security settings can be found on the Security dialog box. The default settings prevent Query & Analysis XL
macros from executing. For Query & Analysis XL to operate functions such as Macro Builder, Data Selector and
Alert it is necessary to modify Excels security level and settings.
Note: Modifying security settings could cause a reduction in the level of virus protection.
To modify security settings:
1.
2.
On the Tools menu, point to Macro and then click Security. The Security dialog box is displayed.
3.
Select the Medium option on the Security Level tab.
4.
Select the Trusted Publishers tab.
5.
Enable the Trust all installed add-ins and templates option.
6.
Enable the Trust access to Visual Basic Project option and click OK.
Drilldown Error
If the following error message is displayed when attempting a Drilldown in Query & Analysis XL, then the
installation of Query & Analysis is incomplete.
Error 429 ActiveX component can't create object
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The Active X controls required by Drilldown and Hierarchy Designer have not been registered. To register the
controls:
1.
Logon to Windows with Administrator access.
2.
Start Query & Analysis Executive.
3.
Open a report and perform a Drilldown.
4.
Start Hierarchy Designer.
5.
Quit Query & Analysis Executive.
6.
Restart Windows and logon as a standard Windows user.
7.
Start Query & Analysis XL and test Drilldown. The error message should no longer appear.
Virus Protection Software

The Query & Analysis browser products, eAlert (Browser) and Executive (Browser), and client e-mail communicate
over a range of ports. Virus protection software and firewalls may prevent access to these ports. The following error
message may be displayed if the ports have been blocked:
Please refer to your security software documentation on how to grant access to the ports required by Query &
Analysis browser products and Query & Analysis client e-mail.
Query & Analysis client e-mail, located in Client Setup, uses port 25 by default.
Executive (Browser) uses the port number specified during installation, by default port 7660. For further
information see the section Ports.
eAlert (Browser) uses port 6666 by default. For further information see the section Install Alert Services.
NetEnterprise and Oracle 9i

When Query & Analysis NetEnterprise is connected to Oracle 9i or above the Authenticated Users group in
Windows, on the NetEnterprise Server machine, must be given access to the ORACLE_HOME folder (typically
102
C:\Oracle\Ora92\). Where this is not done, you may not be able to connect to NetEnterprise Server and the
following error message may be displayed:
System.Data.OracleClient requires Oracle client software version
8.1.7 or greater
This is known issue that manifests after upgrading to Oracle 9i Release 2 (9.2.0.1.0) on a PC running Windows with
an NTFS partition. The contents of ORACLE_HOME directory is not accessible to users, including those for IIS, who
are authenticated on that machine. The permissions are not set properly when the Oracle software is installed.
The resolution steps are detailed below and should be performed on the machine running NetEnterprise Server:
1.
Log on to Windows as a user with Administrator privileges.
2.
In Windows Explorer locate the ORACLE_HOME folder. By default, this is C:\Oracle\Ora92.
3.
Right-click the ORACLE_HOME folder and select Properties. The Properties dialog box appears.
4.
Select the Security tab.
5.
Select the Authenticated Users item in the Name list (in Windows XP the Name list is called Group or
user names). You may need to add Authenticated Users to the Name list if it is not present. Please see
your Windows documentation for further details.
6.
In the Permissions list, clear then select the Read and Execute box under the Allow column (in Windows
XP the Permissions list is called Permissions for Authenticated Users).
7.
Click the Advanced button.
8.
In the Permission Entries list confirm that the Authenticated Users group has the following settings:
Permission Read & Execute
Inherited From Parent Object
Apply To This folder, subfolders and files
If the above is not the case, ensure that the correct settings are made. This should already be set properly
but it is very important that the settings are verified.
9.
Click the OK button until you close out of all of the Security properties windows. The may be some delay
during this phase as permissions are applied to various folders and sub-folders.
10.
It is advisable at this point, to restart the machine to ensure that all changes take effect, and that they are
fully recognised by Oracle and IIS.
103
Browser Products and Microsoft Windows 2003 Security

The following instructions should be completed when Executive (Browser) or eAlert (Browser) are installed on
Windows 2003. There are two main steps:
Allow ASP.Net and ASP web extensions.
Give ASPNET full access rights to the Query & Analysis installation folder.
In Windows 2003:
1.
Start the Computer Management utility. In the Computer Management tree, expand Services and
Applications -> Internet Information Services.
2.
Click Web Service Extensions.
3.
Allow Active Server Pages.
4.
Allow ASP.NET v1.1.4322 (or similar).
5.
In the Computer Management tree, expand System Tools -> Local Users and Groups.
6.
Click the Users folders.
7.
Right-click ASPNET and select Properties.
8.
Click the Members tab.
9.
Take note of the group ASPNET is a member of. In the example below it is Users.
104
10.
In Windows Explorer, right-click the Query & Analysis installation folder and select Properties. By default, the
folder is C:\Program Files\Query & Analysis.
11.
Select the Security tab.
12.
Select the group which ASPNET user was a member of, determined in step 9.
13.
Allow the group Full Control and click OK.
14.
Restart Internet Information Services.
Internet Information Services

Installing IIS
A typical Windows installation may not install Internet Information Services required by Query & Analysis browser
products that operate over the web. A Windows installation CD is required.
To install IIS on the HTTP server:
1.
Insert the Windows installation CD into the CD drive.
2.
Start Windows Control Panel.
3.
Open Add or Remove Programs.
4.
Start Add / Remove Windows Components.
5.
Select Internet Information Services from the Components list.
6.
Complete the installation steps and reboot the server.
105
Restarting IIS
If you experience problems accessing the Web server, and have confirmed that Query & Analysis Alert Manager or
Executive (Browser) is running, restart Internet Information Services (IIS).
Note: Restarting IIS temporarily stops web services. Consider the impact to other systems that rely on IIS before
proceeding.
To restart IIS:
1.
On the Web server, right click 'My Computer'.
2.
Select Manage from the short-cut menu. Computer Management opens.
3.
Expand Services and Applications in the tree.
4.
Right-click Internet Information Services.
5.
Select Restart IIS...

In Windows 2003 and Windows XP, the Restart IIS option appears in the All Tasks sub-menu.
6.
Click OK on the Stop/Start/Reboot dialog box.

IIS is restarted.
In eAlert (Browser), test the connection to the server.
106
Executive (Browser) Services Fail

When installing Query & Analysis Executive (Browser) with Router and Listener as Windows services, you are
prompted for server logon details. The installation procedure continues even if the logon details provided are
incorrect. The services login information can not be verified at the time of installation. Executive (Browser) will not
operate if the services have not started.
Below are the steps necessary to initiate the two Windows services once Executive (Browser) has been installed.
Before Windows 2003

For Windows versions before Windows 2003, the services are installed even if the logon details provided are
incorrect.
To enter revised service logon details:
1.
Start Computer Management and select Services.
2.
Select the Query & Analysis Executive Browser Listener service.
3.
View the services Properties.
4.
Click the Logon tab and enter the correct service logon details.
5.
Click OK.
6.
Repeat for the Query & Analysis Executive Browser Router service.
Windows 2003
For Windows 2003, the services are not installed if the logon details are found to be incorrect. A batch file has been
provided to just install the services without the need to go through the complete Executive (Browser) installation
process.
For Windows 2003 users, the batch file Start Query & Analysis Executive Services.bat
is placed in the installation folder, by default this would be:
c:\inetpub\wwwroot\Query & Analysis_executive
Run the batch file and enter logon details for the Router and Listener services.
107
MDAC Version
During Query & Analysis installation a check can be performed to verify that the required MDAC version is on the
PC. There are instances when MDAC fails to install successfully and so the version number held in the registry
settings is incorrect. Although the correct MDAC version is installed, Query & Analysis validates against the registry
setting and then displays an error.
There are two workarounds:
Clear the MDAC checking option in Query & Analysis custom install options.
Use Registry Editor to update the registry key

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\DataAccess\. Set 'Version' to
'2.80.1022.3'.
WARNING: If you use Registry Editor incorrectly, you may cause serious problems that may require you to
reinstall your operating system.
Pivot Table Services

Before installing Pivot Tables Services on a Windows NT computer it is necessary to set a new path. After which the
Pivot Table Services installation program can be started.
To install Pivot Table Services:
1.
Right-click My Computer, click Properties on the short-cut menu.
2.
Click Environment tab.
3.
Select Path in the System Variables window.

The Windows path is displayed in the Value box. The Path needs to be amended to include the Pivot Table
Services path.
4.
Click inside the Value box and move the cursor to end.
5.
Type a semi-colon (;) and the new path:

C:\Program Files\Common Files\System\Ole DB
6.
Click the Set button.
7.
Click OK.
8.
Run the program ptslite.exe .

The program is located in the Query & Analysis installation directory.
108
9.
Click the Next button on the installation wizard dialog box.
10.
Chinese Characters
In order to input Chinese characters into Query & Analysis the correct Microsoft Windows locale environment
should be set. Microsoft Windows locale settings are made in the Regional and Language Options utility in Control
Panel.
To input:
Simplified Chinese characters: set the default locale to Chinese (PRC) or Chinese (Singapore) using
Simplified Chinese Query & Analysis.
Traditional Chinese characters: set the default locale to Chinese (Taiwan), Chinese (HKSAR) or Chinese
(Macau SAR) using English or Traditional Chinese Query & Analysis.
109

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Performance Management

Query & Analysis

Query & Analysis Installation Guide

Infor Global Solutions

Query & Analysis Installation Guide

You have a working knowledge of Microsoft Windows.

You are familiar with ODBC Administrator.

Query & Analysis Installation Guide

Before You Begin

The Product database server name and software.

Product database name.

The Systems Administrator password for the Product database.

Hard disk drive with 100MB free space.

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.

Query & Analysis Installation Guide

A single user requires a minimum bandwidth of 24K.

Five concurrent users require a bandwidth between 64K and 128K.

Query & Analysis Installation Guide

Microsoft SQL, MySQL, DB2,

Query & Analysis

Query & Analysis

Query & Analysis

* Oracle database only

Query & Analysis Installation Guide

The installation process is a follows:

Create a Query & Analysis database on the Product server.

Install Query & Analysis on client A.

Connect to the Query & Analysis database.

Test Query & Analysis XL.

Query & Analysis Installation Guide

Query & Analysis Installation

Step 1: Before Installing Query & Analysis

Read the Query & Analysis Installation Guide.

Read the Query & Analysis ReadMe file.

Step 2: Previous Vision Installations

Backup Client Settings

Query & Analysis languages

Users & User Profiles

Query & Analysis Installation Guide

Uninstall Vision. Click Yes to remove all settings.

Proceed with the installation of Query & Analysis.

Query & Analysis Installation Guide

Step 3: Create Query & Analysis Centralized Database

To create Microsoft SQL database, click here.

To create an Oracle database, click here.

To use the Microsoft Access database, click here.

Microsoft SQL Database

Create a Domain Group, for example QUERY & ANALYSIS GROUP

Start SQL Server Management Studio as an Administrator.

Query & Analysis Installation Guide

The Login New Properties dialog box is displayed

Click the Login name Search button.

Click Check Names and OK.

In the Database tree, right-click Databases > New Databases

In the Database name box, type in Vision or similar name.

Query & Analysis Installation Guide

Click OK. The Query & Analysis database is created.

Open the Properties of the Login QUERY & ANALYSISGROUP

Change Default database from Master to Query & Analysis.