Customizing Properties and Configuration Files

Intellicus stores several application configurations as files on the report server and web portal.

Configuration changes, such as server properties and Ad hoc Wizard customizations can be made through corresponding portal pages. For changes in other files like mail messages and templates, you need to navigate to Config Files page where you can select a file, make changes and save it.

You can edit text-based files using the text editor provided on the page. Files requiring specialized software can be downloaded, edited, and uploaded to the server.

To open the Config Files page, click Navigate > Administration > Configure > Config Files.

You can select one or multiple files from this screen and download them to a local machine or upload file(s) back to the server.
To work with the files at the Report Server, make sure the Report Server is selected. To work with the files at Web Portal, click Web Portal from the Component drop-down menu.
Options in File Type will display file types available at selected location (Report Server or Web Portal). If you see a file node grayed, it means that the file does not exist at the location and so, can’t be downloaded.
To select a folder or a file, you need to expand the parent folder and navigate in its hierarchy by clicking the down arrow sign on the left side of the folder. The filename will be displayed as a leaf node. To collapse the folder hierarchy, click the up-arrow sign on the left side of the folder name.
When you select a file type from the dropdown, a checkbox displays the folder where the files are located. A description of the selected file type is displayed on the right of the dropdown.

Default and Customized Report Template files

Intellicus ships default template files with every download/ upgrade. Users can customize template files based on their requirements. Intellicus provides separate folders to place these files so that others overwrite no files. Default files are present under the Default folder. Customized files can also be retained on an upgrade.

During execution, customized files are given priority. However, if no custom files are available, Intellicus will execute templates from default files.

Note
If suppose the user is upgrading to a newer version and wants to use template files of an older version in Intellicus. In that case, the user will need to create a backup of the folder present inside the template folder of the report engine (for eg.:-IntellicusReportEnginetemplatesadhoc) and will have to copy those backup folders manually in adjacent of newly created DEFAULT folder under-report engine template. (for eg.:- IntellicusReportEnginetemplates)

Edit

Minor changes are easy to be made on the application UI itself.

Click the name of the file you want to edit.
The file name will be highlighted, and the Edit button will be enabled when hovering the mouse.
Click the Edit button to open the selected file in the editor.
Editor has functionalities like Cut, Copy, Paste, Undo, Redo, Search etc., which you can access from the toolbar. You can also maximize or minimize the editor.
Click the Save button to save the changes. This allows you to switch between template files from the same folder without closing the editor.
Click the Save & Close to save the file and close the editor.

Note

The Report Server and Web Client restart is not required to reflect the changes when you edit and manage these files from UI.
After editing any file in default folder, a separate folder will get create for customized files. For e.g. if you make changes in adhoc template files like “Beach.irl” , then a folder with name “adhoc” will get created automatically having customized “Beach.irl” file.

Download

You can download one file or multiple files at a time.

When you download one file, you can download it in its original format. When you download multiple files, they will only be downloaded as a zip file.

To start the download process, click Download. When you download-

Single file in its original format, it will download as it is.
Multiple files, they are downloaded in zipped format only. Name of file will be <File type name>_<yyyy_MM_dd_HH_mm_ss>.zip

Note
yyyy_MM_dd_HH_mm_ss is the date and time format when the download has started.

Upload

Use the upload functionality on mouse-hover to upload one or multiple files to the Report Server or Web Portal.

Click the Browse button to navigate to the folder where the file is placed and select the file. If the file(s) being uploaded already exist at the location, they will not be overwritten. To overwrite existing files, select the Overwrite checkbox.

To start the upload process, click Upload. After the upload is successful, a success message will be displayed at the top of the screen.

Using Script files as script function libraries

Designers can now re-use the Java scripts created by them. If the designers have some standard JavaScript methods they plan to reuse in other queries, this version will allow them to do so. The designer needs to keep the entire Java script code (Methods) in a file with the extension ‘.js’ and then upload that file into Intellicus as shown in the figure below:

The code in the .js file can look something like this:

function TestParam(value)
{
    if (value=="abc")
        {
            if (params("ParamTest") != null)
                {
                    return "where JOB in (<%ParamTest%>)";
                }
            else
                {
                    return "where JOB not in (<%ParamTest%>)";
                }
        }
    else
        {
            return "where JOB in (<%ParamTest%>)";
        }
}

After uploading the ‘.js’ file, if the designer wants to use that script in the query object designer, they need to write code like the one shown below to use the methods.

select   empno,empname from Employee
<@%
#include TestParam.js;
%@>

<@%
return TestParam("abc");
%@>

Refresh Cache

If a folder for which the system caches the template is selected, the Refresh Cache button is enabled. When you click the Refresh Cache button, the selected folder’s cache is refreshed. You can also choose to refresh the full template cache.

Customizing Properties Files

Customizing Crosstab Styles

To create custom crosstab themes that can be applied to high speed view crosstabs, perform the following steps.

Edit the required FMT file. You can also upload a new file.
Add the reference of the FMT file changes to the Crosstab Styles file.

Control Summary Function Display in Chart Legends

To control the display of summary function names in chart legends across Smart, Adhoc, and Standard reports,

Open the ReportEngine_Default.properties file located at Intellicus/reportengine/config.
Copy the property APPEND_SUMMARY_FUNCTION_IN_LEGEND=true and paste it in the ReportEngine.properties file.
Enter the required value. Enter True to display the summary function or False to exclude the summary function in the chart legends.
Note: The default value is True.

When set to true, the summary function (e.g., SUM, AVG) will appear along with the measure name in the chart legend. Setting it to false hides the function name, showing only the measure label.

Configuring Custom Chart Export Format in Excel and Word

Intellicus provides flexibility to export high speed view custom charts either as native editable charts or static images when exporting reports to Microsoft Excel and Word.

Configuration Property

To control the export format, use the EXPORT_AS_NATIVE_CHART property as described below:

Property	Description

Property	Description
`EXPORT_AS_NATIVE_CHART=true`	(Default) Custom charts are exported as native objects (editable charts) in Excel and Word.
`EXPORT_AS_NATIVE_CHART=false`	Charts will be exported as static images instead of native charts.

How to Configure

Navigate to the following path:
Intellicus/ReportEngine/Config
Open the ReportEngine_Default.properties file.
Copy the line:
EXPORT_AS_NATIVE_CHART=true
Paste it into the ReportEngine.properties file.
Change the value to false if image export is preferred.
Save the file and restart the Report Engine service.

Exporting One Chart Per Sheet in Microsoft Excel

You can configure Intellicus to render each chart on a separate worksheet when exporting high speed view reports to Microsoft Excel. This is useful for reports that include multiple charts and require clear segregation of visuals.

Note
This setting applies only to Microsoft Excel exports. It does not affect Word, PowerPoint, or PDF formats.

Configuration Property

Property	Description

Property	Description
`SINGLE_CHART_PER_PAGE_FOR_MS_FORMAT=true`	When enabled, each custom chart in the report is exported to a separate worksheet in Excel.
`SINGLE_CHART_PER_PAGE_FOR_MS_FORMAT=false`	When disabled, multiple charts in the report are exported in a single Excel worksheet.

How to Configure

Navigate to:
Intellicus/ReportEngine/Config
Open the ReportEngine_Default.properties file.
Copy the line:
SINGLE_CHART_PER_PAGE_FOR_MS_FORMAT=true
Paste it into the ReportEngine.properties file.
Enter the value as true to enable the property and false to disable it.
Save the file and restart the Report Engine service.