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Adding a report to an existing list in LBI

  • First, check the criteria of the report list
  • Go to the Tools tab and select “Reporting Services My Reports”
  • Click on your list name
  • Make note of the filter
  • Some filters use attributes to create lists. If your filter uses an attribute, you would want to add that attribute to your report.
  • The list in this example “hard-codes” report id values, so you need to edit the list rather than the report
  • Get the ID of your report
  • Go back to My Reports and find your report
  • If you don’t see your report listed, try clicking the “All” button at the top to display reports for all users
  • Navigate to your report in the list and click “Details”
  • Make note of the ID
  • Go back to your list and click “Edit List” at the top of the screen
  • Click Filters
  • Add the text “Or (Report Id = ‘<your id>’)
  • Click ‘Append’

Here is an example of how to update attributes for a list that works on attributes:

  • Follow the steps above to find your list name and get the criteria for your list
  • Go to the report that you want to show up in that list
  • Click Details
  • Click Attributes
  • Click Add
  • Select the attribute(s) that are used in the list filter
  • Select the filter value

How To Create new DataSource for LBI in Websphere

Login and get to the main menu of websphere

Then go to Resources >> JDBC >> Data sources:

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Select New to create a new DataSource:

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Type in the name of your DataSource and your database name as so (place the jndi\ in jndi name field):

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Select existing JDBC provider >> Microsoft SQL Server JDBC Driver (Most common)

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Enter in your database name and the server your database sits on:

Select your Admin user for Component-managed authentication alias.

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Review your setup and click Finish:

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Go test your newly created DataSource in from a SmartNotification or LBI Report that uses that DataSource.

 

Enjoy!

Lawson Reporting

Getting the most out of your Lawson Data

In this webinar we discuss some of the reporting and BI options available to use with your Lawson data. The main options covered are:

  • Infor Business Intelligence for Lawson (aka LBI)
  • Microsoft Addins
  • Crystal Reports
  • SSRS
  • Tableau

Below you’ll find the video recording of the actual webinar along with a powerpoint deck which has been updated to include the Gartner report links mentioned on this webinar.

You can also see several of the interactive examples we used on the webinar by going to this link on our page:

A More Efficient way to Update Report Data Sources

During an upgrade, re-pointing all your LBI reports to your new database may seem like a daunting task. Never fear! You don’t have to do it manually (at least not all of them). Here are the steps to overwrite your data sources using a SQL update query:

  1. Create an ODBC connection on your LBI server that connects to your NEW database server.
    1. Don’t forget that you have to use the 32-bit ODBC tool for LBI data sources!
  2. Create your new data source in LBI
    1. Tools > Reporting Services Report Administration > Server Administration > New Data Source A More Efficient way to Update Report Data Sources_2
  3. Open SQL Server Management Studio (or whatever database management tool you use)
  4. Log-in to your LBI database server
  5. Navigate to the LawsonRS databaseA More Efficient way to Update Report Data Sources_3
  6. BACK UP YOUR ERS_REPORTDATASOURCES TABLE! (You should always back up the table or the database if you are making changes directly)
  7. Run a query to view all the reports for which you plan to change the data source: A More Efficient way to Update Report Data Sources_4
  8. When you are ready, run your update query using the same WHERE clause that you used when you viewed your reports in step 7
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    1. NOTE: you are updating RSDATASOURCE. This is so that the report data source will be overridden.
    2. If you have a new username & password for this data source, you will also need to update the DEFAULTUSER and DEFAULTPASSWORD fields as well.
  9. Now your reports should run against the new data source. There are a few cases in which you will need to manually reset the data source in Crystal and republish the report. They are:
    1. If your report mixes schemas (i.e. it uses tables owned by dbo, and views owned by xyz)
    2. If your report has subreports
    3. If your report has a command that explicitly defines the database name (and the database name has changed)
    4. There may be more, but these are the instances that I discovered on a recent upgrade!

How to Fix a Scheduled LBI Report That Didn’t Run Properly

So your client has scheduled LBI reports that they rely on and for whatever reason, it didn’t run on the day it was scheduled for. Now, it’s Monday and it’s too late to run the report manually! Furthermore, the client wants the report to be available in the LBI “History” section of the report viewer for later reference.

We click this past scheduled report…

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Oh No! Our Revenue Check Daily – MRN didn’t run properly!

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First thing we need to do is start Crystal Report and open the latest instance of our editable report. For our client, this is located on their LBI server in: D:\LawsonDocuments\60_Revenue Check Daily – MRN\

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Once your report is open, either enter the date parameters for the report (if it takes parameters) or hard code the dates in the report to reflect the day it was supposed to grab data from. Don’t forget to set the front-end display dates that the end-user will see.

Once the data is verified by the end-user, export the report in crystal format.

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Select a directory and name you want your crystal report to export.

Now, find the directory of the instance that didn’t run properly or simply does not exist.

For me, this was D:\LawsonDocuments\60_Revenue Check Daily – MRN\Instances\2016-04-08_1606\

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If a crystal report exists in that directory, delete or move it elsewhere.

Now copy in your exported LBI report that you edited and rename it to the exact name of the report + “_instance number”.

Ours is Revenue Check Daily – MRN + _1606 so Revenue Check Daily – MRN_1606

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The instance number can be found in the folder name that is generated by LBI.

That’s it! You can now go back to LBI Report Viewer and click on that report that errored out earlier.

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