Setup BR Client Navigator

Information Sources are normally defined in default folders in the BR Client Navigator during the installation. This is handled by component specific INS files which means that Information Sources can be made directly accessible in the Information Source Navigator in IFS Business Reporter.

Configuration of the BR Client Navigator according to customer needs is handled in the Setup BR Client Navigator feature.

The BR Client Navigator is represented as a tree view and the Information Sources are connected as its branches. The feature supports the following operations:

  1. Creating a new node
  2. Renaming a node
  3. Removing a node
  4. Adding an Information Source to a node
  5. Renaming an Information Source
  6. Removing an Information Source

Some limitations:

Contents

Default Information Source Folder

A component that owns Information Sources, can define a default BR Client Navigator folder name for its Information Sources, so that they appear in the Information Source Navigator in IFS Business Reporter directly after the installation.

Please refer to Develop Facts.

Note: Only available in an installation with a IFS Development License

Add/Remove Folder

Add a folder by selecting the Create Navigation Folder option under the Related Tasks section. The Create Navigator Folder dialog box will open up. Type the appropriate name and click OK.

Figure 1:Setup BR Client Navigator

To remove a folder, select the folder in the tree and use RMB option Remove. It is however necessary to remove all connected Information Sources first.

If you want to remove the folder and its content at once, select the folder and select the Remove Folder option from Related Tasks section.

Add/Remove Information Sources

The Information Sources added via the BR Client Navigator feature will be shown in the Select Information Sources dialog in the IFS Business Reporter client.

You have the option of giving the default fact name or a new name for the Information Source. To add an Information Source there should be a folder first.
The RMB Add Information Sources will open the Add Information Sources dialog box. Here you have the option of adding all the Information Sources at once by clicking Select All and then click Ok.
It is also possible to add only a selected number of Information Sources to the folder. In this case you have to select only the required Information Source and there will be a possibility to supply a display name. By default the Information Source name is displayed. The selected Information Sources will be added to the folder.

The BR Client Navigator feature displays the all available Information Sources. However when IFS Business Reporter is opened it will only display the Information Sources that have been granted to the current user.

Note: Adding Information Sources to the navigator is normally handled automatically. Manual handling of the navigator is normally only necessary in order to customize the navigator according to some special needs.

Figure 2: Setup BR Client Navigator - Add/Remove Information Sources

Figure 3: Setup BR Client Navigator - Add/Remove Information Sources

To remove an Information Source select the required Information Source and use RMB option Remove. The Information Source will be removed from its folder.

Rename Folder/Information Source name

To rename a folder or Information Source, select the navigator item and use RMB option Rename.

The Rename Navigator Item dialog box will open up. After typing the new name click Ok.