Dashboard
DASHBOARD <ul><li>Working with Dashboard </li></ul><ul><li>Working with Indicators </li></ul><ul><li>Working with Report A...
DASHBOARD - OVERVIEW <ul><li>Dashboard provides an easy access to the enterprise data </li></ul><ul><li>Types of Dashboard...
WORKING WITH DASHBOARD - STEPS <ul><li>1.Select the layout and contents for the dashboard </li></ul><ul><li>1.1 On the Das...
WORKING WITH DASHBOARD - STEPS <ul><ul><li>1.2 Enter the name of the Dashboard </li></ul></ul><ul><ul><li>1.3 To select La...
WORKING WITH DASHBOARD- STEPS <ul><ul><li>1.5 Enter the name and description for the container (optional) </li></ul></ul><...
WORKING WITH DASHBOARD - STEPS <ul><li>2.Preview a Dashboard </li></ul><ul><ul><li>2.1 On the dashboard page, Click previe...
WORKING WITH DASHBOARD - STEPS <ul><ul><li>2.2 To change the type of gauge indicator , click the change gauge </li></ul></...
WORKING WITH DASHBOARD - STEPS <ul><li>3. Publish a Public Dashboard </li></ul><ul><ul><li>Defining Dashboard Properties <...
INDICATORS - OVERVIEW <ul><li>An indicator is a visual representation of a critical business metrics </li></ul><ul><li>Typ...
WORKING WITH CHART AND TABLE INDICATORS- STEPS <ul><ul><li>1. Open the report ( Report Displays on the Analyze tab) </li><...
WORKING WITH CHART AND TABLE INDICATORS - STEPS <ul><ul><li>3. Click Indicator (Indicator Tab Displays)  </li></ul></ul><u...
WORKING WITH GAUGE INDICATORS - STEPS <ul><ul><li>1. Open the report ( Report Displays on the Analyze tab) </li></ul></ul>...
WORKING WITH GAUGE INDICATORS - STEPS <ul><ul><li>3. Click Indicator (Indicator Tab Displays) </li></ul></ul><ul><ul><li>4...
REPORT ALERTS - OVERVIEW <ul><li>Report alerts helps to receive notification about critical data in the reports </li></ul>...
WORKING WITH REPORT ALERTS  <ul><li>Steps to set Data alerts </li></ul><ul><ul><li>1. Open the report for which alert need...
WORKING WITH REPORT ALERTS <ul><ul><li>3. Click set alert (Alert Tab displays) </li></ul></ul><ul><ul><li>4. Enter the Nam...
Administrating  PowerAnalyzer 4.0
ADMINISTRATION <ul><li>Managing Role, Users and  Groups </li></ul><ul><li>Setting Permission and Restrictions </li></ul><u...
ROLES - OVERVIEW <ul><li>Roles are assigning  privileges to users and groups </li></ul><ul><li>Types of roles to assign pr...
MANAGING ROLES - STEPS <ul><ul><li>1. Click Administration > Access Management >Roles (Custom Role menu displays)  </li></...
MANAGING USERS - STEPS <ul><ul><li>1.Click Administration > Access Management >Users </li></ul></ul><ul><ul><li>2.Click Ad...
MANAGING GROUPS - STEPS <ul><ul><li>1.Click Administration > Access Management >Groups </li></ul></ul><ul><ul><li>2.Click ...
PERMISSION AND RESTRICTION - OVERVIEW <ul><li>Analyzer has the following security options </li></ul><ul><li>Access permiss...
ACCESS PERMISSION - STEPS <ul><ul><li>1. Navigate to the repository object </li></ul></ul><ul><ul><li>2. Click the permiss...
DATA RESTRICTION- STEPS <ul><ul><li>1. Navigate to the object  </li></ul></ul><ul><ul><li>2. Click the permission button o...
DATA RESTRICTION - STEPS <ul><ul><li>7. Choose IN or NOTIN based on the user access on the attributes </li></ul></ul><ul><...
PASSWORD RESTRICTION - STEPS <ul><ul><li>1.Click Administration >Access Management > Users </li></ul></ul><ul><ul><li>2.Cl...
MANAGING SCHEDULE <ul><li>Time Based Schedule </li></ul><ul><li>Event Based Schedule </li></ul>
TIME –BASED SCHEDULE <ul><li>1.Create Administration >Scheduling >Time-Based Schedules > Add </li></ul>
TIME –BASED SCHEDULE <ul><ul><li>2.Enter the required Information </li></ul></ul><ul><ul><li>3.Select a repeat option </li...
EVENT - BASED SCHEDULE <ul><ul><li>1.Click Administration >Scheduling >Event –Based Schedules </li></ul></ul><ul><ul><li>2...
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Informatica PowerAnalyzer 4.0 3 of 3

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Transcript of "Informatica PowerAnalyzer 4.0 3 of 3"

  1. 1. Dashboard
  2. 2. DASHBOARD <ul><li>Working with Dashboard </li></ul><ul><li>Working with Indicators </li></ul><ul><li>Working with Report Alerts </li></ul>
  3. 3. DASHBOARD - OVERVIEW <ul><li>Dashboard provides an easy access to the enterprise data </li></ul><ul><li>Types of Dashboard </li></ul><ul><ul><ul><li>Public </li></ul></ul></ul><ul><ul><ul><li>Personal </li></ul></ul></ul><ul><li>Dashboard displays enterprise data in a container </li></ul><ul><li>Dashboard displays the following items in the container </li></ul><ul><ul><ul><li>Alerts </li></ul></ul></ul><ul><ul><ul><li>Indicators </li></ul></ul></ul><ul><ul><ul><li>Reports </li></ul></ul></ul><ul><ul><ul><li>Shared Document </li></ul></ul></ul>
  4. 4. WORKING WITH DASHBOARD - STEPS <ul><li>1.Select the layout and contents for the dashboard </li></ul><ul><li>1.1 On the Dashboard tab, Click new Dashboard </li></ul><ul><li>Displays new dashboard </li></ul>
  5. 5. WORKING WITH DASHBOARD - STEPS <ul><ul><li>1.2 Enter the name of the Dashboard </li></ul></ul><ul><ul><li>1.3 To select Layout , Click Layout to be selected </li></ul></ul><ul><ul><li>1.4 Click the Container where we add content </li></ul></ul>
  6. 6. WORKING WITH DASHBOARD- STEPS <ul><ul><li>1.5 Enter the name and description for the container (optional) </li></ul></ul><ul><ul><li>1.6 In the Left Pane of work area, search for report, shared document that need to be displayed (Power Analyzer displays the list) </li></ul></ul><ul><ul><li>1.7 Click Add for the indicator, report, shared document to add to the selected container </li></ul></ul><ul><ul><li>1.8 To change the position , click Move content </li></ul></ul><ul><ul><li>1.9 To Select another container, Click the select container button. Repeat steps 6 to 9 </li></ul></ul><ul><ul><li>1.10Click Save </li></ul></ul>
  7. 7. WORKING WITH DASHBOARD - STEPS <ul><li>2.Preview a Dashboard </li></ul><ul><ul><li>2.1 On the dashboard page, Click preview </li></ul></ul><ul><ul><li>Preview page displays </li></ul></ul>
  8. 8. WORKING WITH DASHBOARD - STEPS <ul><ul><li>2.2 To change the type of gauge indicator , click the change gauge </li></ul></ul><ul><ul><li>2.3 To change the size of a gauge or Char indicator, Click the change size link </li></ul></ul><ul><ul><li>2.4 To publish a Dashboard , Click Publish </li></ul></ul><ul><ul><li>2.5 To save , Click Save </li></ul></ul>
  9. 9. WORKING WITH DASHBOARD - STEPS <ul><li>3. Publish a Public Dashboard </li></ul><ul><ul><li>Defining Dashboard Properties </li></ul></ul><ul><ul><li>Set Dashboard Permission </li></ul></ul>
  10. 10. INDICATORS - OVERVIEW <ul><li>An indicator is a visual representation of a critical business metrics </li></ul><ul><li>Types of Indicators are </li></ul><ul><ul><li>Chart Indicators: To see report data in a chart format </li></ul></ul><ul><ul><li>Table Indicators: To see report data in a tabular format </li></ul></ul><ul><ul><li>Gauge Indicators: To see metric value is within range </li></ul></ul><ul><ul><ul><ul><li>Circular </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Flat </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Digital </li></ul></ul></ul></ul><ul><li>Types of users to access the Indicators </li></ul><ul><ul><li>Public </li></ul></ul><ul><ul><li>Personal </li></ul></ul>
  11. 11. WORKING WITH CHART AND TABLE INDICATORS- STEPS <ul><ul><li>1. Open the report ( Report Displays on the Analyze tab) </li></ul></ul><ul><ul><li>2. In the report table, select the metric values for the indicator </li></ul></ul>
  12. 12. WORKING WITH CHART AND TABLE INDICATORS - STEPS <ul><ul><li>3. Click Indicator (Indicator Tab Displays) </li></ul></ul><ul><ul><li>4. Enter the Information required </li></ul></ul><ul><ul><li>5. To Preview, Click Preview </li></ul></ul><ul><ul><li>6. Click Ok </li></ul></ul>
  13. 13. WORKING WITH GAUGE INDICATORS - STEPS <ul><ul><li>1. Open the report ( Report Displays on the Analyze tab) </li></ul></ul><ul><ul><li>2. In the report table, select the metric values for the indicator </li></ul></ul>
  14. 14. WORKING WITH GAUGE INDICATORS - STEPS <ul><ul><li>3. Click Indicator (Indicator Tab Displays) </li></ul></ul><ul><ul><li>4. Enter the Information required </li></ul></ul><ul><ul><li>5. To Preview, Click Preview </li></ul></ul><ul><ul><li>6. Click Ok </li></ul></ul>
  15. 15. REPORT ALERTS - OVERVIEW <ul><li>Report alerts helps to receive notification about critical data in the reports </li></ul><ul><li>Report alerts are of two types </li></ul><ul><ul><li>Report Update alerts : </li></ul></ul><ul><ul><ul><li>Report update alerts are set for a cached report </li></ul></ul></ul><ul><ul><ul><li>Power Analyzer automatically creates a report update alert for each cached report </li></ul></ul></ul><ul><ul><ul><li>Status of the alert can be changed to active or Inactive </li></ul></ul></ul><ul><ul><li>Data Alerts: </li></ul></ul><ul><ul><ul><li>Data alerts allows to track a metric value in a cached, on-demand, or real time report </li></ul></ul></ul><ul><ul><ul><li>To set a data alert , we need to create a data rule </li></ul></ul></ul>
  16. 16. WORKING WITH REPORT ALERTS <ul><li>Steps to set Data alerts </li></ul><ul><ul><li>1. Open the report for which alert need to be set </li></ul></ul><ul><ul><li>2. In the report table, click the metric value for the alert </li></ul></ul>
  17. 17. WORKING WITH REPORT ALERTS <ul><ul><li>3. Click set alert (Alert Tab displays) </li></ul></ul><ul><ul><li>4. Enter the Name of the alert </li></ul></ul><ul><ul><li>5. From the selector operator list , select an operator for the alert rule </li></ul></ul><ul><ul><li>6. From the selector operand type list , select an operand type for the alert rule </li></ul></ul><ul><ul><li>7. Enter or select the value for operand </li></ul></ul><ul><ul><li>8. Enter the other information required </li></ul></ul><ul><ul><li>9. Click Ok </li></ul></ul>
  18. 18. Administrating PowerAnalyzer 4.0
  19. 19. ADMINISTRATION <ul><li>Managing Role, Users and Groups </li></ul><ul><li>Setting Permission and Restrictions </li></ul><ul><li>Managing Schedules </li></ul>
  20. 20. ROLES - OVERVIEW <ul><li>Roles are assigning privileges to users and groups </li></ul><ul><li>Types of roles to assign privileges to users and groups </li></ul><ul><ul><ul><li>System role: Roles provided by Analyzer </li></ul></ul></ul><ul><ul><ul><li>Custom role: Roles and privileges created by administrator </li></ul></ul></ul>
  21. 21. MANAGING ROLES - STEPS <ul><ul><li>1. Click Administration > Access Management >Roles (Custom Role menu displays) </li></ul></ul><ul><ul><li>2. Click Add ( Role Page displays) </li></ul></ul><ul><ul><li>3. Enter the required information </li></ul></ul><ul><ul><li>4. From the assigned Privileges area , Select the Privileges to grant to new role </li></ul></ul><ul><ul><li>5. Click Ok </li></ul></ul>
  22. 22. MANAGING USERS - STEPS <ul><ul><li>1.Click Administration > Access Management >Users </li></ul></ul><ul><ul><li>2.Click Add ( User Page displays) </li></ul></ul><ul><ul><li>3.Enter the required information </li></ul></ul><ul><ul><li>4.To assign the user to a group, Select the group and click Add </li></ul></ul><ul><ul><li>5.To assign a role to the user, Select the role and click Add </li></ul></ul><ul><ul><li>6.Click Ok </li></ul></ul>
  23. 23. MANAGING GROUPS - STEPS <ul><ul><li>1.Click Administration > Access Management >Groups </li></ul></ul><ul><ul><li>2.Click Add to add a top–level group </li></ul></ul><ul><ul><li>3.Enter the required information for the group </li></ul></ul><ul><ul><li>4.Select the roles for the group and click Add </li></ul></ul><ul><ul><li>5.Click Ok </li></ul></ul>
  24. 24. PERMISSION AND RESTRICTION - OVERVIEW <ul><li>Analyzer has the following security options </li></ul><ul><li>Access permission: Restrict user to access to a folder or object in the repository </li></ul><ul><li>Data restriction: Restrict user or group to specific values </li></ul><ul><li>Password restriction: It restrict user from changing the password </li></ul>
  25. 25. ACCESS PERMISSION - STEPS <ul><ul><li>1. Navigate to the repository object </li></ul></ul><ul><ul><li>2. Click the permission button for the repository object( access permission page is displayed) </li></ul></ul><ul><ul><li>3. Click Make a selection to search for a group or user </li></ul></ul><ul><ul><li>4. Select the access permission you wan to include </li></ul></ul><ul><ul><li>5. Click Ok to Save </li></ul></ul>
  26. 26. DATA RESTRICTION- STEPS <ul><ul><li>1. Navigate to the object </li></ul></ul><ul><ul><li>2. Click the permission button of the object </li></ul></ul><ul><ul><li>3. To create a data restriction for a group/user, click select group/user </li></ul></ul><ul><ul><li>4. Select the group/user to restrict and click ok </li></ul></ul><ul><ul><li>5. Click select an attribute </li></ul></ul><ul><ul><li>6. Click Add </li></ul></ul>
  27. 27. DATA RESTRICTION - STEPS <ul><ul><li>7. Choose IN or NOTIN based on the user access on the attributes </li></ul></ul><ul><ul><li>8. Click select Attributes values </li></ul></ul><ul><ul><li>9. Select Attribute value </li></ul></ul><ul><ul><li>10.Click Ok </li></ul></ul><ul><ul><li>11.Click Add Restriction </li></ul></ul><ul><ul><li>12.Click Ok to Save </li></ul></ul>
  28. 28. PASSWORD RESTRICTION - STEPS <ul><ul><li>1.Click Administration >Access Management > Users </li></ul></ul><ul><ul><li>2.Click the User profile to edit </li></ul></ul><ul><ul><li>3.Select Cannot change Password </li></ul></ul><ul><ul><li>4.Click Ok </li></ul></ul>
  29. 29. MANAGING SCHEDULE <ul><li>Time Based Schedule </li></ul><ul><li>Event Based Schedule </li></ul>
  30. 30. TIME –BASED SCHEDULE <ul><li>1.Create Administration >Scheduling >Time-Based Schedules > Add </li></ul>
  31. 31. TIME –BASED SCHEDULE <ul><ul><li>2.Enter the required Information </li></ul></ul><ul><ul><li>3.Select a repeat option </li></ul></ul><ul><ul><li>4.Select the repeat condition </li></ul></ul><ul><ul><li>5.Click Ok </li></ul></ul>
  32. 32. EVENT - BASED SCHEDULE <ul><ul><li>1.Click Administration >Scheduling >Event –Based Schedules </li></ul></ul><ul><ul><li>2.Click Add </li></ul></ul><ul><ul><li>3.Enter the Name and Description for the schedule </li></ul></ul><ul><ul><li>4.Click Ok </li></ul></ul>

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