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Creating an LBI Dashboard Series – Adding a Module (Part 2)

To start at the beginning, check out Part 1 of this series titled: “Creating an LBI Dashboard Series – Getting Started (Part 1)

 

For this part in the series, we will be adding a simple module to our new LBI Dashboard.

  1. First login into LBI environment as an admin user.
  2. Go to your newly created dashboard
  3. Click the + icon on the top left and select “New Module”
  4. On the Main tab, title your module, ours will be called “Payroll”
  5. By Default, the module will inherit access from the Dashboard itself, if you want to further restrict each module to separate users, you would do this again here. The expanded checkbox is great for convenience as the Module will be expanded by default:
  6. Go to Appearance Tab and select a Icon for your module to help distinguish it from others, we will select the money icon for Payroll module:

  7. When done select Save and you should see a blank Module in your dashboard:
  8. To add reports to this module, click the gear wheel icon in the top right of the module and select Add Items and then Search. You can also select a direct URL but this is much easier.
  9. A Searchbox should come up, this is to search all existing LBI reports. Type in the report name you want, check “Search Reporting Services Reports” and click the search icon to see the results.
  10. Once you find your report, select it and click Save:

You’ve created a report module in your dashboard and added your first report!

That’s all for this article, keep an eye out for more in our LBI Dashboard series.

 

Creating an LBI Dashboard Series – Getting Started (Part 1)

LBI dashboards are useful for delegating reports to specific access and is essentially a frontend for all your user reporting needs.

For this part in the series, we will be going over the very basics and how to create a dashboard tab for Finance users and setup access so those users can access the dashboard.

  1. First login into LBI environment as an admin user.
  2. In the top right next to your admins username, you’ll see a gear wheel, click that and select “New Dashboard Tab”
  3. Enter a dashboard title and click OK, ours will be named Finance
  4. You should be redirected to a blank Dasboard, on your new dashboard, click the + sign in the top left and select “EDIT” (note you can select ‘Set Access’ but it’s simpler to go to edit)

  5. A new menu should pop-up with multiple tabs. Go to Sharing and select Edit Viewers for specific access
  6. In this screen you should see a set of users and groups (roles). In LSA, if users have specific groups assigned to their users, adding here will give them access to this dashboard. For our example we will be adding LBI-Payroll group from Lawson:
  7. All users with LBI-Payroll group will now have access to this dashboard. Press okay and Save:

This is the first step in setting up an LBI dashboard for specific users. Please note that LBI comes with a default role that all users must have which is typically called something like LBIUSER. Example below for this article:

How to load email devices into LBI

  1. In LBI, open Reporting Services Report Administration
  2. Under Server Administration click on Email and Printer Settings:
  3. Select All Devices to see current list of devices and note the device type (important for loadfile):
  4. Now lets build the loadfile in CSV format:

    From left to right, the columns are <ownername>, <username>, <user email>, <Device Type>

    If it’s a printer, replace username and user email with <printername> and <\\networkprinter>

  5. Now lets import the file with Import Devices:

If there are any errors, it will let you know, if not, you can check All Devices section to see if your device loaded in.

Cascading Parameters in Crystal Reports for LBI

When creating an LBI report, there may be a need for a parameter list to be dependent on a previous parameter selection.  The best way to accomplish this in Crystal is to create a cascading parameter. This method works even for multiple-select parameters.

First, create a data source that contains the values you want in your parameters. If your report data source is large, it is best to move that into a sub report, and add a parameter dataset to your main report. In the parameter data set, pull all the records that might be dependent on each other, such as companies and locations.

Create a new parameter called “Locations”. The List of Values should be dynamic. Select a new data source. Set the value and description of the top-most parameter (in this case, Company). Click on the next line in the value box to create a cascading parameter.  In this case, point it at the Location data. Allow select multiple for the parameters where it applies.

Go to Report > Select Expert > Record. Set the Company value equal to the Locations – Company parameter. This way the list of Locations will be dynamically loaded when Company is selected.

When you publish the report to LBI, make sure that you configure the report to use the Crystal Reports parameter page.

How to check historical instances of outgoing LBI smart notifications

Step 1: Login to your LBI server and go to the Tools dashboard

 

Step 2: Select the Smart Notification link

Step 3: In Smart Notification interface, click the Admin button at the top right:

Step 4: Under Content section, select the Delivered Alert History link:

Final Step:

Select the between dates and click the “Get Delivered Alert History” button to see sent notifications. Below you’ll see all sent notifications on June 26th 2019. You can also filter down on the notifications by Alert ID and or Recipient. You can also redeliver these messages if needed.

How to refresh data for an LBI dashboard report

Typically when you click on an LBI report that’s been setup on the dashboard, it will show you data of the last generated instance.  To add a refresh is incredibly easy.

 

First login to LBI and go to the dashboard you want to modify a report on. When you click it, you’ll see something like:

To allow the report to refresh data, select the plus sign >> Edit

You’ll see a URL field, all you need to do is add &Refresh=True to the end of the URL and click save.

The URL may look something like this:

FSRemote%3Ffsid%3DRS%3ARS-COMPANY%20Reporting%20Services%3A25%26

Now add %Refresh=True at the end of it like below:

FSRemote%3Ffsid%3DRS%3ARS-COMPANY%20Reporting%20Services%3A25%26&Refresh=True

 

 

And we’re done! Now the report will always pull up the parameters (if any) so you can see the latest data:

How to Update LBI WebSphere Data Source

If you change the database server that hosts your LBI data, you will need to point your LBI instance to the new server.  This is done in WebSphere.  Log into your LBI WebSphere console, and navigate to Resources > JDBC > Data Sources.  Click on each data source that needs to be updated (LawsonFS, LawsonRS, LawsonSN).  Modify the server name, click OK and Save.

If the user credentials are different for this new data source, from the data source screen go to JAAS – J2C authentication data and update the credentials there.

Save the configuration changes and synchronize the nodes (if applicable).  Go back to the Data Sources screen and test each connection.

Migrate LBI Data to a new Database Server

Whether you are refreshing your test LBI environment or moving all your data to a new database server, you may eventually need to migrate your report data for LBI. This is a relatively simple process, provided the LBI instances using the data are the exact same version and service pack level.

First, back up your LBI databases on the source server and restore to the destination server (LawsonFS, LawsonRS, LawsonSN).

If you are migrating data for one LBI instance, you just need to point your WebSphere data sources to the destination server.

If you are migrating data for a new LBI instance, or for your test environment, you’ll need to update all the services and references to the old LBI instance.  In the LawsonFS database, ENPENTRYATTR table, you’ll need to search the ATTRSTRINGVALUE column for your old server name, and replace it with the new server name.  For example,

UPDATE ENPENTRYATTR

SET ATTRSTRINGVALUE = REPLACE(ATTRSTRINGVALUE, ‘source-server’, ‘destination-server’)

WHERE ATTRSTRINGVALUE LIKE ‘%source-server%’

 

After you update those strings, you will need to redo your EFS and ERS install validators to set the correct URL.

  • http(s)://lbiserver.comany.com:port/efs/installvalidator.jsp
  • http(s)://lbiserver.comany.com:port/ers/installvalidator.jsp
  • http(s)://lbiserver.comany.com:port/lsn/admin/installvalidator.jsp

Next, log into LBI and go to Tools > Services.  Click on every service definition to look for the source server name, and update with the destination server name.

Make sure your data sources are pointing to the proper ODBC DSNs, and/or add new ODBC connections.  Test and verify all your reports.

Convert LBI to SSL

To convert LBI to use https, the first step is to make sure that you have valid PKCS 12 certificates installed in the Personal and Trusted Root stores on your LBI server. Export your certificate (or have your system admin do it for you) with the public key and private key, and with the full certificate chain.  During the export, provide a password for the certs.

In WebSphere on your LBI server, go to Security > SSL certificate and key management.  Select Key stores and certificates > NodeDefaultKeyStore > Personal certificates. Replace the default certificate with the cert that you just exported. Do the same for the CellDefaultKeyStore (if applicable). Next, under Key stores and certificates again, select the KeyStore and TrustStore, and select “Exchange Signers…”

Add your new certificate from the KeyStore to the TrustStore and Apply. Save the changes. No need to restart your application server yet, we will do that in a bit.

Make sure that your Virtual Hosts contain an alias for the secure port you plan to use. Note that this port must be the WC_defaulthost_secure port under Ports on your Application Server.

In LSF, update your DSP service for LBI to use the new service URL. The service should be set to “Use HTTPS always” and the new service URL should be “https://lbiserver.company.com:port/sso/SSOServlet.

Restart your LSF application server and your LBI application server.

Open your LBI install validator with https://lbiserver.company.com:secureport/efs/InstallValidator and make sure the system URL is set to the new secure URL. Submit the new URL. If the certificates are not valid, you will receive an error message indicating as such. Otherwise, there should be no failed tests.

Configure LBI for ADFS

When you configure LSF for ADFS, you will need to make some changes to your LBI configuration so that users will be able to access LBI with the userPrincipalName (username@company.com).

The first thing you need to do is ensure that you have a user in Lawson security where RMID = SSOP = UPN (userPrincipalName).  The RM User that is used to search LSF for LBI users must have an account where RMID and SSOP match.  It is recommended that you have a new AD user created for this purpose (such as lbirmadmin).

Add the new user to Lawson, ensuring that their ID and SSOP values both use UPN.  (lbirmadin@company.com)  Also make sure the new user is in the appropriate LBI groups for LBI access.

The next change will take place in the sysconfig.xml file located in <LBI install directory>/FrameworkServices/conf.  The ssoRMUserid should be the UPN of your LBI user mentioned above.  After you make these changes, restart the application server, clear the IOS cache in Lawson, and try logging into LBI.